{
  "ticker": "ETN",
  "analysis_asof": "2026-04-16T23:05:52.304620+09:00",
  "market_data_asof": "2026-04-16",
  "level_basis": "daily_close",
  "thesis_state": "constructive",
  "primary_setup": "watch_only",
  "portfolio_stance": "BULLISH",
  "entry_action_base": "WAIT",
  "setup_quality": "DEVELOPING",
  "confidence": 0.67,
  "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:$387-$390_지지_확인과_rsi_60_이상_안정",
    "trigger:$407.83_이상_거래량_동반_종가_돌파_및_$400_위_유지",
    "trigger:macd_히스토그램_둔화_중단_또는_재상승",
    "trigger:q1_코멘터리에서_백로그,_가격_결정력,_데이터센터_및_전력망_수요_지속성이_확인되는_경우",
    "trigger:$382-$385_아래_종가_또는_상승장에서도_s&p_500_대비_상대_약세가_이어지는_경우"
  ],
  "notes": [
    "catalyst:q1_2026_eps가_$2.75_기대치를_웃돌고_가이던스가_프리미엄_밸류에이션을_정당화하는_경우",
    "catalyst:데이터센터,_전력망,_스위치기어_주문이_실제_매출_성장으로_전환되고_있다는_증거",
    "catalyst:운영비,_노동,_공급망_압박에도_마진이_약_19%대에서_유지되는_흐름",
    "catalyst:$407.83_이상_거래량_동반_종가_돌파와_$400_위_유지",
    "catalyst:citigroup_$464,_jefferies_$460,_rbc_$457_이후_추가_목표가_또는_추정치_상향"
  ]
}