{
  "ticker": "MU",
  "analysis_asof": "2026-04-17T19:41:10.782489+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": 0.72,
  "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:471.14_상향_돌파가_평균_이상_거래량과_후속_종가_확인을_동반",
    "trigger:424-426_조정_구간에서_지지가_확인되고_반도체_섹터_흐름이_안정",
    "trigger:저항_테스트_이후_456을_지키지_못해_실패_돌파_가능성_상승",
    "trigger:다음_실적_가이던스에서_hbm_수요,_dram_가격,_매출총이익률,_capex,_재고,_매출채권_전환_확인",
    "trigger:수출_통제,_asml_관련_약세,_ai_하드웨어_위험_축소_흐름_등_반도체_섹터_압력_확대",
    "trigger:추가_내부자_매도_발생_여부와_그_규모"
  ],
  "notes": [
    "catalyst:ai_서버_수요가_hbm과_고급_dram_물량_및_가격을_계속_지지",
    "catalyst:타이트한_메모리_공급과_고부가_제품_믹스로_매출총이익률_및_영업이익률_추가_확대",
    "catalyst:다음_분기_가이던스가_eps와_잉여현금흐름_강세의_지속성을_확인",
    "catalyst:현금_및_단기투자_14.589_billion,_유동비율_약_2.897,_총부채_10.798_billion로_",
    "catalyst:471.14_저항선을_평균_이상_거래량으로_종가_돌파하고_후속_상승_확인"
  ]
}