{
  "ticker": "GOOGL",
  "analysis_asof": "2026-04-15T01:52:12.515746+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:googl이_307-313으로_조정된_뒤_313_부근을_회복·유지하고_macd가_안정되며_분배성_거래량이_나",
    "trigger:googl이_321-322_위에서_일간_종가를_만들고_거래량이_최근_18-19백만_주_구간을_뚜렷하게_상회하",
    "trigger:돌파_다음_거래일에_321-322_아래로_즉시_되밀리지_않고_가격_수용이_이어지는지_확인",
    "trigger:307_아래_종가_발생_시_반등_실패로_간주하고_신규_진입_논리를_중단",
    "trigger:다음_실적에서_cloud_성장,_ai_수익화,_설비투자_강도,_영업마진_지속성에_대한_경영진_코멘트_확인",
    "trigger:2180억_usd_잠재_손해배상_및_독점·광고_기술_관련_후속_법률_보도_확인"
  ],
  "notes": [
    "catalyst:youtube_premium_미국_개인_요금이_13.99_usd에서_15.99_usd로_인상되고_가족_요금이",
    "catalyst:tpu,_broadcom,_marvell_관련_ai_인프라_뉴스는_googl이_ai_비용을_단순_부담이_아니",
    "catalyst:nasdaq_100_강세와_금리_인하_기대가_이어지면_대형_ai_플랫폼에_대한_위험_선호가_유지될_수_있다",
    "catalyst:독점_및_광고_기술_소송에서_완화,_합의,_지연,_또는_예상보다_낮은_구조적_제재가_확인되면_규제_할인_해소",
    "catalyst:cloud_성장,_ai_수익화,_데이터센터_투자_효율이_설비투자_부담을_상쇄한다는_실적_코멘트가_나오면_중기"
  ]
}