{
  "ticker": "GOOGL",
  "analysis_asof": "2026-04-17T21:31:13.896275+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": 0.68,
  "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:317.24-321.31_구간에서_매수세가_확인되고_가격이_10_ema_320.61을_회복하거나_유지하는지",
    "trigger:337.12_위_일간_종가와_최근_대비_거래량_증가가_동시에_나타나는지",
    "trigger:348.75_이전_고점_재시험_과정에서_거래량과_macd_histogram이_동반_개선되는지",
    "trigger:q1_실적_발표에서_ai_capex,_감가상각,_cloud_마진,_자유현금흐름_전환에_대한_경영진_설명이_명",
    "trigger:rsi_70.19_부근의_과열이_가격_붕괴_없이_완화되는지",
    "trigger:연간_ai_인프라_투자_기대_175-185b_범위에_대한_업데이트가_투자_효율성_우려를_낮추는지",
    "trigger:ai_검색_신뢰도,_규제,_반독점,_nest_관련_소비자_신뢰_이슈가_핵심_검색_또는_광고_사업에_영향을_주"
  ],
  "notes": [
    "catalyst:q1에서_광고,_youtube,_google_cloud_성장세가_유지되고_자유현금흐름_마진이_방어되는_경우",
    "catalyst:ai_capex_가이던스가_매출_성장,_cloud_수요,_수익화_가능성과_연결되어_있고_감가상각_부담이_통제",
    "catalyst:nisource_전력_계약,_netapp_4년_google_cloud_협력,_gray_media_ai_스트리",
    "catalyst:337.12를_거래량_증가와_함께_종가_기준_돌파하고_348.75_재시험_경로가_열리는_경우",
    "catalyst:rsi가_과열권에서_식는_동안_가격이_10_ema_320.61_위를_유지하고_macd_histogram이_재",
    "catalyst:금리_하락_또는_위험_선호_개선으로_고품질_초대형_성장주에_대한_수요가_회복되는_경우"
  ]
}