{
  "ticker": "NET",
  "analysis_asof": "2026-04-17T19:55:10.895304+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": 0.62,
  "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:$194.37_위_일간_종가와_최근_평균을_웃도는_거래량",
    "trigger:$202.01_위_일간_종가와_이후_지지_재확인",
    "trigger:rsi가_55_위를_유지하고_macd_히스토그램이_양의_전환_쪽으로_개선",
    "trigger:$184.02_위에서_눌림이_지지되고_거래량_구조가_개선",
    "trigger:다음_실적의_매출_성장률,_순매출유지율_또는_대형_고객_성장,_잉여현금흐름률,_매출_대비_sbc,_영업이익률"
  ],
  "notes": [
    "catalyst:net이_$192.70-$194.37_위에서_거래량을_동반해_종가를_형성하며_vwma,_10일_ema,_50",
    "catalyst:$202.01_부근_200일_sma를_지속적으로_회복하고_이후_지지_재확인",
    "catalyst:openai,_wiz,_ai_보안,_에이전트_인프라_협력이_고객_증가나_매출_기여로_확인",
    "catalyst:다음_실적에서_30%+_매출_성장,_잉여현금흐름_지속성,_영업손실_축소,_건설적_가이던스_확인",
    "catalyst:baird_$260,_td_cowen_$265_목표가처럼_프리미엄_밸류에이션을_지지하는_추가_분석가_상향_또"
  ]
}