{
  "ticker": "ETN",
  "analysis_asof": "2026-04-17T18:03:16.177866+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:388-390_지지대가_종가_기준으로_방어되고_매도_압력이_완화되는지_확인",
    "trigger:400_회복과_함께_거래량이_개선되는지_확인",
    "trigger:407.01_상향_돌파가_뚜렷한_거래량_확장과_함께_발생하는지_확인",
    "trigger:macd_히스토그램이_안정되거나_재확대되고_rsi가_50_위를_유지하는지_확인",
    "trigger:q1_실적_발표와_컨퍼런스콜에서_백로그,_중전압_스위치기어_수요,_omaha_생산능력_일정,_마진,_잉여현금",
    "trigger:상대_약세가_이어지는지,_특히_395.06_부근_조정_이후_s&p_500_대비_부진이_반복되는지_확인"
  ],
  "notes": [
    "catalyst:q1_실적에서_eps_품질,_강한_주문,_백로그_지속성,_마진_방어,_데이터센터_전력_수요_가시성이_확인되는",
    "catalyst:실적_이후_citigroup,_rbc,_jefferies_등과_같은_애널리스트_지지가_단순_서사가_아니라_추",
    "catalyst:400_회복_후_거래량_개선,_이후_407.01_상향_돌파와_거래량_확장이_동반되는_경우",
    "catalyst:전력망_현대화,_전기화,_ai_인프라_지출이_etn의_매출과_잉여현금흐름으로_전환되고_있다는_추가_증거",
    "catalyst:omaha_370,000-square-foot_시설과_2027_생산_개시_계획이_중전압_및_전력_배전_병목_"
  ]
}