# 《A股每日资金博弈作战图》

Decision authority: daily_decision_composer (primary).
Legacy Commander/R12/Bull-Bear content is not required for this report.

## A. 今日作战结论 / Daily decision

trade_date: 2026-09-08; decision_for_date: 2026-09-09.
今天能不能做？ / Can we act today? NO_ACTION（不行动）.
posture reasons/evidence: NO_PROACTIVE_STRATEGY_AVAILABLE.
cycle/reflexivity: UNKNOWN / UNKNOWN.
qualification: QUALIFIED_PARTIAL; reasons: STRATEGY_CANDIDATE_CONTEXT_NOT_SUPPLIED, TRADE_STRATEGIST_CONTEXT_NOT_SUPPLIED, RISK_CHALLENGER_CONTEXT_NOT_SUPPLIED, NO_ELIGIBLE_NARRATIVE（无符合条件的叙事）.
freshness: READY（已通过精确交易日新鲜度校验）.
lineage: 新框架 Composer；仅精确交易日；无未来 T+1/未来 K 线；资金字段为注意力代理；详见审计附录.

## B. 资金迁徙地图 / Capital migration map

concentration: UNKNOWN; migration: UNKNOWN; leadership: MIXED_LEADERSHIP.
Sector amount/turnover share is an attention proxy, not signed net inflow or signed fund flow.
Sector labels reuse canonical THS_INDUSTRY sector_name values carried by Composer; current catalogue context is not a historical PIT-safe membership claim.
capital concentrated now: 半导体 (881121) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING], 通信设备 (881129) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 元件 (881270) [lifecycle=INSUFFICIENT_DATA; competition=LEADER_ATTRACTING], 通用设备 (881117) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 电池 (881281) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING].
apparent attention migrating toward: 工业金属 (881168) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 农化制品 (881263) [lifecycle=INSUFFICIENT_DATA; competition=LEADER_ATTRACTING], 医疗服务 (881175) [lifecycle=INSUFFICIENT_DATA; competition=LEADER_ATTRACTING], 化学制药 (881140) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 生物制品 (881142) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED].
apparent attention leaving: 半导体 (881121) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING], 通信设备 (881129) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 消费电子 (881124) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING], 银行 (881155) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 软件开发 (881272) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_LOSING].
lifecycle supports flow: NONE_REPORTED.
lifecycle contradicts flow: 工业金属 (881168) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 农化制品 (881263) [lifecycle=INSUFFICIENT_DATA; competition=LEADER_ATTRACTING], 医疗服务 (881175) [lifecycle=INSUFFICIENT_DATA; competition=LEADER_ATTRACTING], 化学制药 (881140) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 生物制品 (881142) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 半导体 (881121) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING], 通信设备 (881129) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 消费电子 (881124) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_ATTRACTING], 银行 (881155) [lifecycle=INSUFFICIENT_DATA; competition=MIDDLE_MIXED], 软件开发 (881272) [lifecycle=INSUFFICIENT_DATA; competition=LAGGARD_LOSING].

## C. 赚钱效应 / 行为奖惩 / Reward and loss behavior

reward behavior state: INSUFFICIENT.
operational statement: No sufficient canonical reward/loss state is available for an operational behavior conclusion..
strong-day feedback: UNKNOWN; weak-day feedback: UNKNOWN; structure: UNKNOWN.
evidence: cycle_reflexivity_state_daily.strong_feedback_state=UNKNOWN, emotion_reward_loss_state_daily.strong_feedback_state=INSUFFICIENT_COVERAGE, emotion_reward_loss_state_daily.weak_feedback_state=UNKNOWN, emotion_reward_loss_state_daily.feedback_structure=UNKNOWN.

## D. 策略作战区 / Strategy operations

active conditional families: NONE.
admitted plans across active families: 0.
overall plan statuses: {}; overall Challenger statuses: {}.
NO_STRATEGY / NO_ACTION（不行动）: REQUIRED_EXACT_DATE_INPUT_MISSING_OR_UNQUALIFIED.

## E. 今日高危行为 / Dangerous behavior today (T+1 visible)

IGNORE_ROUTER_PROHIBITED_BEHAVIOR: Router disqualifiers and break conditions remain active; conditionality is not permission to bypass them. Evidence: strategy_router_daily.flag=CYCLE_IS_INSUFFICIENT, strategy_router_daily.flag=STRONG_BEHAVIOR_LOSS_OR_MIXED, strategy_router_daily.flag=PARTICIPATION_NOT_CONFIRMING_BROAD, strategy_router_daily.flag=CYCLE_QUALIFICATION_FULL_FAILED, strategy_router_daily.flag=LIFECYCLE_QUALIFICATION_FULL_FAILED, strategy_router_daily.flag=STRONG_FEEDBACK_TURNS_LOSS, strategy_router_daily.flag=LEADERSHIP_STOPS_BROAD_ACCELERATION, strategy_router_daily.flag=PARTICIPATION_STOPS_CONFIRMING_BROAD, strategy_router_daily.flag=EXPANSION_SIDE_FALLS_BELOW_DETERIORATION_SIDE, strategy_router_daily.flag=NO_STRUCTURAL_LEADER_ROLE, strategy_router_daily.flag=NO_DIVERGENCE_OR_PULLBACK_CONTEXT, strategy_router_daily.flag=STRUCTURAL_LEADER_PERSISTENCE_FAILS, strategy_router_daily.flag=DIVERGENCE_REPAIR_IS_NOT_CONFIRMED, strategy_router_daily.flag=MARKET_ENTERS_CONTRACTION, strategy_router_daily.flag=T1_REALIZATION_RISK_IS_UNACCEPTABLE, strategy_router_daily.flag=NO_REPAIRING_OR_EMERGING_ROLE, strategy_router_daily.flag=REPAIR_SIDE_LOSES_BREADTH, strategy_router_daily.flag=WEAK_REPAIR_SIGNAL_DISAPPEARS, strategy_router_daily.flag=NO_ROTATION_REGIME, strategy_router_daily.flag=NO_EMERGING_OR_FRESH_ACCELERATING_ROLE, strategy_router_daily.flag=LIFECYCLE_TRANSITION_RATE_NORMALIZES, strategy_router_daily.flag=EMERGING_ROLE_DISAPPEARS, strategy_router_daily.flag=CHASE_PRESSURE_REAPPEARS, strategy_router_daily.flag=A_PROACTIVE_COMPATIBILITY_GATE_REOPENS.

## F. Narrative / policy context

Narrative status: NO_ELIGIBLE_NARRATIVE（无符合条件的叙事）; no eligible exact-date narrative evidence is available.

## G. 今日核心观点 / Semantic synthesis

1. 市场阶段：市场阶段数据缺失，暂不形成方向性判断。
2. 赚钱效应：赚钱/亏损兑现信号混合或数据不足，不把追涨或抄底视为普遍有效。
3. 板块：半导体：高位分歧；不追，等注意力修复。
4. 板块：工业金属：新方向萌芽；关注，但等条件触发。

## H. 今日执行计划 / Execution plan

今日总体策略：空仓/不执行
允许：等待关键数据/条件恢复后再评估；当前不执行。
禁止：高开超过前收+5.0%追高；候选卡触发前不买。, 风险审核未解除时不执行。, 今日买入不可当日卖出。
执行边界：今天不买/不执行：当前没有同时满足上游计划、风险审核与可观察触发条件的入口。

持仓说明：当前 Composer-primary 链未提供可验证持仓，不生成持仓买卖结论。

## G. 今日核心观点 / Semantic synthesis

1. 市场阶段：市场阶段数据缺失，暂不形成方向性判断。
2. 赚钱效应：赚钱/亏损兑现信号混合或数据不足，不把追涨或抄底视为普遍有效。
3. 板块：半导体：高位分歧；不追，等注意力修复。
4. 板块：工业金属：新方向萌芽；关注，但等条件触发。

## H. 今日执行计划 / Execution plan

今日总体策略：空仓/不执行
允许：等待关键数据/条件恢复后再评估；当前不执行。
禁止：高开超过前收+5.0%追高；候选卡触发前不买。, 风险审核未解除时不执行。, 今日买入不可当日卖出。
执行边界：今天不买/不执行：当前没有同时满足上游计划、风险审核与可观察触发条件的入口。

持仓说明：当前 Composer-primary 链未提供可验证持仓，不生成持仓买卖结论。

## Audit / scope boundary

candidate rows: 0; plan rows: 0; review rows: 0.
The report does not recalculate future outcomes and does not consume future T+1 results or future bars.
No universal cross-family ordering is used; each family retains its Router context.
NO_ACTION is non-actionable because no proactive strategy is available.

### 审计详情 / Raw audit detail

- market_posture_reason (raw): NO_PROACTIVE_STRATEGY_AVAILABLE.
- qualification_reasons (raw): STRATEGY_CANDIDATE_CONTEXT_NOT_SUPPLIED, TRADE_STRATEGIST_CONTEXT_NOT_SUPPLIED, RISK_CHALLENGER_CONTEXT_NOT_SUPPLIED, NO_ELIGIBLE_NARRATIVE.
- freshness_lineage (raw): build_time=2026-09-09T03:47:32.210394+00:00, exact_trade_date=2026-09-08, exact-date joins only; no forward/backward fill, strategy_router_daily.available_time=2026-09-09T02:10:19.156735+00:00, cycle_reflexivity_state_daily.available_time=2026-09-09T02:10:19.156735+00:00, emotion_reward_loss_state_daily.available_time=2026-09-09T02:10:19.156735+00:00, market_capital_competition_state_daily.available_time=2026-09-09T02:10:19.156735+00:00, sector_capital_competition_daily.available_time=2026-09-09T01:41:01.758466+00:00, sector_lifecycle_state_daily.available_time=2026-09-09T01:41:01.758466+00:00.
- upstream_lineage (raw): decision_composer_exact_date_context_only; no future T+1 outcome or future bar, TURNOVER_SHARE_ATTENTION_PROXY_NOT_SIGNED_FLOW, strategy_router_daily, data_version=strategy_router_daily.v1, builder_version=P2-04A-strategy-router-v1, cycle_reflexivity_state_daily, data_version=cycle_reflexivity_state_daily.v1, builder_version=P2-03A-cycle-reflexivity-state-v1, emotion_reward_loss_state_daily, data_version=emotion_reward_loss_state_daily.v1, builder_version=P2-01C-emotion-reward-loss-v1, market_capital_competition_state_daily, data_version=market_capital_competition_state_daily.v1, builder_version=P2-01F-market-capital-competition-v1, sector_capital_competition_daily, data_version=sector_capital_competition_daily.v1, builder_version=P2-01D-sector-capital-competition-v1, sector_lifecycle_state_daily, data_version=sector_lifecycle_state_daily.v1, builder_version=P2-01E-sector-lifecycle-state-v1.