{
  "ticker": "NET",
  "analysis_asof": "2026-04-17T01:18:40.173388+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": 0.64,
  "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:net이_확대되지만_질서_있는_거래량으로_195_위에서_마감한다.",
    "trigger:net이_vwma_약_192.59_위를_여러_거래일_유지한다.",
    "trigger:macd_히스토그램이_0에_접근하거나_상회하고_rsi가_60_위로_확장되되_가격_거절이_나타나지_않는다.",
    "trigger:net이_202-204를_회복한_뒤_해당_구간을_지지로_재시험한다.",
    "trigger:4월_9-10일_매도_거래량_이후_상승일_거래량이_하락일_거래량을_지속적으로_앞선다.",
    "trigger:다음_실적에서_자유현금흐름_지속성,_영업_레버리지,_희석_완화가_확인된다."
  ],
  "notes": [
    "catalyst:net이_195_위에서_일봉_종가를_형성해_50일선_194.49와_10일_ema_194.93_저항군을_회복한",
    "catalyst:net이_202-204_위에서_일봉_종가를_형성해_200일선_202.04와_볼린저_중심선_203.77을_회복",
    "catalyst:다음_실적에서_매출_성장_지속,_영업손실_축소,_양의_자유현금흐름,_ai_및_보안_수요의_매출_전환이_확인된",
    "catalyst:baird_$260_및_td_cowen_$265_같은_우호적_목표가가_유지되고,_상향_추정치_조정이_동반된다",
    "catalyst:고성장_소프트웨어,_사이버보안,_ai_인프라_종목에_대한_시장_위험선호가_유지된다."
  ]
}