{
  "ticker": "ETN",
  "analysis_asof": "2026-04-15T00:45:20.476623+09:00",
  "market_data_asof": "2026-04-14",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.68,
  "action_if_triggered": "NONE",
  "starter_fraction_of_target": null,
  "breakout_level": null,
  "breakout_confirmation": "close_above",
  "pullback_buy_zone": null,
  "invalid_if_close_below": null,
  "invalid_if_intraday_below": null,
  "min_relative_volume": 1.0,
  "session_vwap_preference": "indifferent",
  "event_guard": {
    "earnings_date": null,
    "block_new_position_within_days": 0,
    "allow_add_only_after_event": false,
    "requires_post_event_rerun": false
  },
  "reason_codes": [
    "trigger:408-409_위_종가_돌파와_거래량·후속_지지_확인_시_소규모_시작_또는_추가_검토",
    "trigger:약_387까지_조정_후_종가_기준_방어,_매도_거래량_통제,_모멘텀_안정_시_소규모_시작_검토",
    "trigger:rsi가_70_이상인데_가격_후속_상승이_없으면_과열_경고로_진입_보류",
    "trigger:387_아래_종가_이탈_시_신규_진입_보류_및_기존_위험_축소",
    "trigger:373-369_연속_종가_하회_시_포트폴리오_방향성을_neutral로_낮추고_신규_매수_금지",
    "trigger:다음_실적의_주문,_백로그,_마진,_자유현금흐름,_데이터센터_수요_발언_확인"
  ],
  "notes": [
    "catalyst:ai_데이터센터와_전력_인프라_수요가_etn의_프리미엄_내러티브를_지속적으로_뒷받침",
    "catalyst:미국_중전압_스위치기어_생산능력_확대와_2027_생산_예정인_nebraska_시설",
    "catalyst:다음_실적에서_주문,_백로그,_마진,_자유현금흐름,_데이터센터_관련_수요_확인",
    "catalyst:위험자산_반등과_금리_하락_기대가_프리미엄_산업재_배수를_지지",
    "catalyst:강한_현금_전환과_순부채_감소_지속"
  ]
}