+ 4YjL ^RIt^RIt^RIt^RIt^RIt^RIt^RIt^RIt]PPR4t ]PP] R4t ]PP] R4t]PP] R4t]PP] R4t]PP] R4t^t^tR]P(9t^tR ]P(9d:]!]P(]P(P1R 4^,,4tR tR t.R NR NRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNRNR NR!NR"NR#NR$NR%NR&NR'NR(NR)NR*NR+NR,NR-NR.NR/NR0NR1NR2NR3Nt.ROt0Rmt0RmtRR5lt0R6kR7kR8kR9kR:kR;kRkR?kR@kRAkRBkRCkRDkREkRFkRGkRHkRIkRJkRKkRLkRMkRNkROkRPkRQkRRkRSkRTkRUkt RRVlt!0Rmt"0Rmt#0Rmt$]PJ!RW]PL4t']PJ!RX]PL4t(]PJ!RY]PL4t)]PJ!RZ]PL4t*]PJ!R[]PL4t+]PJ!R\]PL4t,]PJ!R]]PL4t-]PJ!R^]PL4t.]PJ!R_]PL4t/]PJ!R`]PL4t0Rat1Rbt2Rct3]PJ!Rd]1,Re,]2,Re,]3,Rf,]1,Rg,]3,Re,]2,Rf,]2,Re,]3,Rg,]1,Rh,]PL4t4Rit5Rjt6]PJ!Rd]5,Rk,]6,Rf,]6,Rk,]5,Rh,]PL4t7]PJ!Rl]PL4t8]PJ!Rm]PL4t9]PJ!Rn]PL4t:]PJ!Ro]PL4t;]PJ!Rp]PL4t<]PJ!Rq]PL4t=]PJ!Rr4t>]PJ!Rs4t?Rtt@/R Ru.bR Rv.bRRw.bRRx.bRRy.bRRz.bRR{.bRR|.bRR}.bRR~.bRR.bRR.bRR.bRR.bRR.bRR.bR R.b/R!RR.bR"RR4.bR#R.bR$R.bR%RR.bR&R.bR'.RObR(R.bR)R.bR+R.bR,R.bR-R.bR.RR.bR/R.bR0R.bR3R.bCtARtBRtCRtDRtERtF]GR8Xd ]F!4R#R#)Nu$~/Claude/Projects/에이전트구축zmedia_feed.jsonlz x_feed.jsonlzsent_alerts.jsonzrejected_feed.jsonlz nq_levels.pyz--dryz--hoursc\PPR4p\PPR4pV'd V'dW3#\\RR7P 4pT;'g'\ P!RV4P^4pT;'g'\ P!RV4P^4pW3# \dRu#i;i) BOT_TOKENCHAT_IDutf-8encodingzBOT_TOKEN\s*=\s*["\']([^"\']+)zCHAT_ID\s*=\s*["\']?([^"\'\s]+))NN) osenvirongetopenNQLEVreadresearchgroup Exception)tokcidss 7/Users/sean/Claude/Projects/에이전트구축/alert.pycredsrs **.. %CRZZ^^I-Fs s38O  ) . . 0MMRYY@!DJJ1MNNRYYA1EKKAN 8O s'C;/C+'C C%$C%cV\4wrV'd V'g\R4R#\PP RVRVRR/4P 4p\P PRV R2V^R7R # \dp\R T4R p?R#R p?ii;i) u [!] BOT_TOKEN/CHAT_ID 못 찾음Fchat_idtextdisable_web_page_previewtruezhttps://api.telegram.org/botz /sendMessage)datatimeoutTu[!] 전송 실패:N) rprinturllibparse urlencodeencoderequesturlopenr)msgrrres& rsendr(swHC c 01% << ! !3"F#, --3VX 5*3%| <4QS  U 5 "A&u5s&B B( B##B(MUSNDKNBISAAOISOXLDRAMMETANVDALITETERALABCOHRMRVLCRDOGLWAVGOCIENAEHRASMLLRCXAMATKLACSKHYAMDINTCTSMMSFTGOOGLAMZNORCLIBMNOWCRMACNJPMCRWVIRENQQQNDXAXTI 하이닉스c,\T;'gR4P4P4pRp^RIHpV!V4P ;'gRP4P RR4pVR,V,# \dLi;i))urlparsezwww.z | )strlowerstrip urllib.parserThostnamereplacer)srcurlahrTs&& r_srckeyr_;s CII2$$&A A ) c] # # ) )r 0 0 2 : :62 F u9q=    sB!B BBz motley foolzfool.com seeking alpha seekingalpha simplywalltipranks marketbeatquiverbarchartz 24/7 wallmoomoobenzinga yahoo financez finance.yahooz yahoo.com tradingviewcoindeskbitgetcrypto briefingpluang kdnuggets sammobilezglobe and mail moneycontrolztimes of indiaeciks investing.comzacksinsider monkeyznate.com 네이트zdaum.netca\W4o\;QJd#V3Rl\4F 'gK R# R#!V3Rl\44#)c3,<"TF qS9xK R#5i)N).0rks& r blocked..Ns-9Cax9sTF)r_any BLOCK_TOK)r[r\r{s&&@rblockedrLs6A 3-9-33-3-3-9- --u(왜 오늘|오늘 왜|why is .*(stock )?(up|down|surging|rising|falling)|here is why|what you need to know|outpaces stock market|better buy|which .*is the better|where will .* be in 20|mind-boggling|is (it )?a buy|buy, sell or hold|looks below fair value|stocks that explain|biggest analyst calls|price target (raised|lowered|cut) to|목표주가 (상향|하향)만|best (stocks|picks)|top \d+ stocks|review:|deals|newegg|ssd review|emulation|drone|gaming|laptop|청약|최저임금|맛집|음악|뮤직|유튜브|밈|구독자|팔로워)u?(외국인|기관) *(순)?(매수|매도)|신용잔고|사이드카|서킷브레이커|코스피 *지수|코스닥|금통위|한국은행|기준금리 *(인상|인하)|이재명|국장|반대매매|공매도|배당소득세|상법|밸류업|레버리지 *ETF *(논란|규제)|청약|부동산|주택|전세|최저임금u(data ?cent(er|re).*(moratorium|permit|ban|freeze|zoning|tax break)|모라토리엄|인허가 *동결|전력망|송전|발전소 *건설|가스 *터빈|interconnection queue|power purchase|environmental|배출|오염)u(컨센|예상치|전망치|시장 *예상|가이던스|guidance|vs\.? *(consensus|est)|estimates?|상회|하회|상향|하향|beat[s]?|miss(ed|es)?|raise[ds]? .*(to|target)|cut to|revis(ed|es)|QoQ|YoY|전년 *(동기)? *대비|전분기 *대비|기록|사상 *최|record)uY[+\-]?\d[\d,\.]* *(%|퍼센트|억|조|억달러|billion|million|trillion|bps|만개|대)u(어닝콜|실적 *발표|컨퍼런스 *콜|conference call|earnings call|분기 *실적|quarterly results|Q[1-4] *(실적|results|earnings)|가이던스|guidance|IR *공시|기업설명회|preliminary results|예비 *실적)u$(HBM4?|HBF|CXMT|YMTC|루빈|Rubin|CoWoS|COUPE|CPO|실리콘 *포토닉스|silicon photonic|KV *cache|KV *캐시|양자화|quantization|MoE|인터포저|interposer|EUV|DUV|WFE|수율|yield|테이프아웃|tape ?out|1\.6T|800G|DDR5|LPDDR|스택|stack|베이스 *다이|base die|번인|burn-?in)u(capex *(cut|guidance *cut|reduction|삭감|축소)|자본지출 *(축소|삭감)|inference *(cost|memory) *(reduction|efficienc\w*|saving\w*|절감|효율|down|하락)|추론 *(비용|메모리) *(절감|효율|하락)|CXMT.*(DDR5|DRAM|양산|출하|capacity|캐파|점유율|matching|근접)|메모리 *(수요 *둔화|가격 *하락)|(DeepSeek|Qwen|Kimi|Moonshot|MiniMax|Zhipu|GLM-?\d|Ernie|Doubao|디프시크)[^\n]{0,80}(cheap|low-?cost|cost|pricing|price|가격|저가|free|open[- ]?source|오픈소스|efficien\w*|효율|beat\w*|surpass\w*|outperform\w*|close[sd]? the gap|격차|release\w*|launch\w*|unveil\w*|debut\w*|preview|V\d|출시|공개)|(Chinese|China'?s?|중국)[^\n]{0,40}(A\.?I\.?|AI)?[^\n]{0,20}(model|lab|모델)s?[^\n]{0,70}(cheap|low-?cost|cost|adopt\w*|switch\w*|shift\w*|gaining ground|surge|close[sd]? the gap|catch\w* up|가격|저가|채택|전환|확산|잠식|격차)|(Chinese|China'?s?|중국)[^\n]{0,30}(affordable|cheap|low-?cost|저가)[^\n]{0,30}(A\.?I\.?|AI|모델))u(token[s]?[^\n]{0,25}(per (minute|second|day|month)|daily|usage|consumption|demand|growth|processed|processes)|\d[\d,\.]* *(billion|trillion|million|조|억) *tokens?|토큰[^\n]{0,20}(사용량|소비|수요|처리|증가)|inference (demand|volume|workload|spending)|추론 (수요|물량|지출)|(price|pricing|cost)[^\n]{0,25}per million tokens|per million tokens|100만 토큰|per-token (price|cost))u^((notebook|laptop|PC|smartphone|handset|노트북|스마트폰|휴대폰)[^\n]{0,50}(shipment|출하|demand|수요)[^\n]{0,40}(cut|lower|decline|revised down|하향|감소|둔화|축소)|(cut|lower|revis\w+|slash\w*|하향|축소)[^\n]{0,45}(notebook|laptop|PC|smartphone|handset|노트북|스마트폰)[^\n]{0,35}(shipment|forecast|출하|전망)|(memory|DRAM|LPDDR|메모리)[^\n]{0,70}(bill of materials|BOM|원가 비중)|(smartphone|handset|notebook|laptop|PC|스마트폰|노트북)[^\n]{0,40}(raise[sd]?|hike[sd]?|increase[sd]?|인상)[^\n]{0,20}price[^\n]{0,45}(memory|LPDRAM|LPDDR|DRAM|메모리))uV(Apple|Dell|HP|HPE|Lenovo|Asus|Acer|Microsoft|Google|Amazon|Meta|애플|델|레노버)uX(CXMT|ChangXin|YMTC|Chinese (DRAM|memory|NAND)|중국산? *(D램|DRAM|메모리|낸드))u{(qualif\w*|adopt\w*|sourc\w*|purchas\w*|order\w*|test\w*|approv\w*|design win|채택|승인|구매|도입|테스트|검증)(z [^\n]{0,60}|z [^\n]{0,40})u(Meta|Alphabet|Google|Amazon|Microsoft|Oracle|하이퍼스케일러|빅테크|메타|알파벳|구글|아마존|마이크로소프트|오라클)u(negative free cash ?flow|free cash ?flow[^\n]{0,25}(negative|decline|drop|fall|plunge|below zero)|FCF[^\n]{0,20}(negative|마이너스)|잉여현금흐름[^\n]{0,15}(마이너스|급감|감소)|(bond|note|debt)[^\n]{0,15}(sale|offering|issuance|raise)|채권[^\n]{0,10}발행|회사채[^\n]{0,10}발행|(pause[sd]?|halt\w*|suspend\w*|중단)[^\n]{0,20}(buyback|repurchase|자사주)|(buyback|repurchase|자사주)[^\n]{0,20}(pause|halt|suspend|중단)|(SPV|special purpose vehicle|private credit|off-?balance)[^\n]{0,30}(data ?cent|financ|capex)|capex[^\n]{0,25}(exceed|outstrip|surpass)[^\n]{0,25}(cash ?flow|operating cash)|(cash ?flow|operating cash)[^\n]{0,25}(crossover|교차))z [^\n]{0,70}u((메타|Meta|Microsoft|Google|Amazon|OpenAI|xAI|Oracle)[^\n]{0,60}(capex|자본지출|투자|investment|buildout|증설|확장|expansion|GW|기가와트)|(self-build|자체 *(구축|증설)|in-house (cloud|compute)|own (data ?cent|cloud)))u(analyst|애널리스트|목표주가|price target|투자의견|rating|initiat(e|ed) coverage|reiterat|maintains?|overweight|비중확대)u(이란|Iran|호르무즈|Hormuz|IRGC|혁명수비대|테헤란|Tehran|페르시아만|Strait of Hormuz|핵 *(시설|합의)|nuclear (site|deal))u((해외|무허가|미등록|불법) *(가상자산)? *거래소|특금법|가상자산 *이용자 *보호법|금감원.*(경고|제재|차단|점검)|금융위.*(해외|거래소|레버리지)|(바이빗|바이낸스|Bybit|Binance|OKX).*(규제|차단|경고|제재|조사|접속)|레버리지 *(ETF|상품).*(규제|제한|승인|논란)|주식 *(퍼페추얼|무기한|선물).*(규제|금지)|해외 *선물.*(규제|과세))u.(트럼프|Trump|TRUMP:|백악관|White House)up(관세|tariff|연준|Fed|금리|rate|반도체|chip|semiconductor|엔비디아|Nvidia|수출 *(규제|통제|허가)|export (control|ban|license)|AI|인공지능|빅테크|big tech|증시|stock market|나스닥|Nasdaq|감세|tax cut|애플|Apple|메타|Meta|구글|Google|아마존|Amazon|마이크로소프트|Microsoft|H200|H20|블랙웰|Blackwell|中|중국|China)z[A-Z][A-Za-z\.\-&' ]{1,28}(Corp|Inc|Ltd|PLC|N\.?V\.?|Holding[s]? NV|Group|Technology|Systems|Solutions|Semiconductor|Platforms|ETF)[A-Za-z\.\- ]{0,20}\$[\d,\.]+ *[+\-][\d\.]+%uW(더 보기|원문 언어 영어|원본 보기|구독자|· *\d+ *(분|시간|초|일))c\PRV4p\PRV4p\P!RRV4pV#) z\s+)WIDGETsubTAILr)ts&rcleanrs9 3A aA vsAA Hrmicronsandisknebiuszapplied optoelectronicszmeta platformsnvidialumentumteradynez astera labscoherentmarvellz credo techcorningbroadcomcienaz lam researchzapplied materialszkla corpz kla-tencorzsk hynixzadvanced microinteltsmcztaiwan semiconductor microsoftamazonoracle servicenow salesforce accenturejpmorganz jp morgan coreweavez iris energyzaxt incc\4p\FAp\P!RV,R,V4'gK0VP V4KC \ FpW09gK VP V4K VP 4p\P4F(wr%VFpWd9gK VP V4K& K* V#)z(?P V4'd/V 'gV 'gRR.3#V^, qP5R4\@P V4'dF\P !RV\P4'dV^, qP5R4V 'dV^, qP5R4\.P V4'd1V^, qP5R4\CV\D^,4p\0P V4'd1V^, qP5R4\CV\D^,4p\FP V4'd1V^, qP5R4\CV\D^,4p\,P V4'd1V^, qP5R4\CV\D^,4p\HP V4'd"V 'dV^, qP5R4W3#)rrSsourceauthorpubNu하드컷:노이즈패턴r\u하드컷:소스u&하드컷:코스피수급/한국정책um(capex|자본지출|투자액|billion|억달러|조원|\d+ *GW|기가와트|buildout|증설|확대|expansion)u%하드컷:공급제약(전력/부지)u게이트 미달u1차u숫자/:NNiQiu 의견만u기술축 게이트 미달u기술u1[\d,\.]+ *(billion|억달러|조|GW|기가와트)u%스택양면(반도체+ / 중간상-)u 수요축u!최종수요파괴u !전주지갑u!티어1中메모리채택u !논지파괴u어닝>r)r,r/r0r*r-)%r rrWrVrCUT_PATrrBLOCK_XrKR_CUTKRREGrcompileI SUPPLY_CUT PRIMARY_SRC PRIMARY_XboolNUMCHGNUMANY DEMAND_AXIS THESIS_BREAK END_DEMAND PATRON_FIN DEMOTE_SRCappendjoinsorted total_seconds OPINION_ONLY TECH_GATE STACK_BOTHmaxCUT_X TIER1_CXMTEARN)itemnowrawrr[srclrtagsrr CAPEX_KEEPprimstrongdems&& rscorer sB ((62  $ $"C c A 88H  9 9(!3 9 9r @ @ BC 99;D 488E? #C!!~~a(C'D!DDsHHUB'((C7N4J\I]C]<] B }}Q Q=f8f8f>???ABD$$HJJ$5$5a$8$8=>>> ;  2 2#"2D &--"77v}}Q'7 8F {!!!$99q)9 :C V|':':1'='=  ##sj.?.?.B.B())) z161 Q!VQ[[( qAvq{{8, q  161 161;;sxxr 278  ((*U2AFA  ((*V3Q!VQ1fa1fakk+6N/K.L(L!L Q H% *^`acecgcg h h Q CD AFAKK , Q 12 519  Q O, 519  Q 89 519 1 Q O, 519  {{1~~"a1fakk(&; 7Nrc.p\PPV4'gV#\VR4FpVP RR4P 4pV'gK-\ P!V4p\TPR44;'g\TPR44pT'gKY&, P4TR,8:gKTPT4K V# \dKi;i)rbrrZrtsi) r pathexistsr decoderWjsonloadsrrr rr)rhoursroutlinedrs&&& rloadrEs C 77>>$  T4 {{7I.446XD!Q QUU5\ " ; ;hquuT{&; 1#'((*edl: JJqM! J "("s#C:: D D c \PP\PP4p\ \ P !\\444p\ \\V4Uu.uFpRV3NK up\ \\V4Uu.uFpRV3NK up,p..rTVEFwrgVR8Xd\M\pVPRR4p V 'dW9dK;VPRR4;'gRp VPR4;'gVPR4;'gRp \!V 4p \#V 4P%4p V \&9;'g V \(9pRp\*P-V 4'dR pMfV'd\.P-V 4'dR pM@V'd9\0P-V 4'd\2P-V 4'dR p\5Wp4wppV'dVeVV8dY.ppMV'd V.V,pVeVV8d<TP7RT R T RV R ,RVf^MTRVRVP94/4EKVP7VVWV 34EK VP;RR7V'dg\<'g[\\>RRR7;_uu_4pVF1pVPA\ PB!VRR7R,4K3 RRR4VFwpprp V^8dRMRpRPEV PG44R,pRV RRPEV4 RV RV RV 2 p\<'d\IVR,R%,4K\KV4'gKVPMV 4\NPP!^4K \<'g2\ PR!\UV4R&R\\R 44\IR!\WV4 R"\WV4 R#\WV4 R$24R# \d\ 4pELi;iuupiuupi +'giELf;i)'mxr\rSrrr?Nu ★계정리스크(한국규제)u이란u 트럼프/NQr[:NNrreasonrcV^,)#)rry)rs&rmain..ws adUr)keyr]rrF) ensure_ascii u 즉시확인u맥락r:NiN[z] u · wu[수집 u / 전송 u / 컷 ]uP········································ix),rrtimezoneutcrrrr STATErMEDIAHOURSXFEEDrCUTr rrUrVrrrrIRANTRUMPTRUMP_NQrr isoformatsortDRYREJECTwritedumpsrsplitrr(rtimesleepdumplistlen)rsentrrqueuerejectedoriginitcutr\rr[ctrrchrrfrgradebodyr&s rmainr Rsr      1 1 5 5 6CDIId5k*+ $E5#6 76!c1X6 7!%eUC!89!8AQx!89 :E"8 }e#ffUBck8 FF62  $ $"ffX99"&&"299c 1X3x~~{"66cY&6  <<  "DR dkk"ooHr ell2&&8??2+>+>^.4 19C4tAt 4$;D 9C OOUCVQtW$19a!%tT3==?D E  ass+,58 JJ?J# &# 0 0Aqwwtzz!%'H4'OPX1!&4"#q&hxx "4(%6;;t,-RuBtfBseD 3cDj9,-Cyy$((3-A !& 3 $t*UV$d5#&67 HSZL 3u:,gc(m_A NOe "SUd" 79D1 0 0s),Q; Q/! Q4$8Q9Q,+Q,9 R __main__)rQu 삼성전자u 마이크론u 엔비디아u 샌디스크u 키옥시아u메타u 브로드컴>wsjasmlcnbcdartnasdaqreuters bloomberg digitimes trendforce counterpoint semianalysis 전자신문연합인포맥스 eetimes.com bloomberg.comfinancial timesthe informationsemianalysis.comsemiengineering.comcounterpoint research'the korea economic daily global edition> @DrNHJ@jukan05 @Barchart @DeItaone @ValleyAI_X@SemiAnalysis_@KobeissiLetter@pequityresearch@stocktalkweekly)rS>natertrlrgrnrhrkrcrorprdrjrv eciks.org v.daum.net barchart.com 24/7 wall st.rsr` simplywall.strirurmthe motley foolmoneycontrol.comyahoo finance ukthe globe and mailthe times of indiaquiver quantitativeyahoo finance singapore>business insidertomshardware.comrI> @AshCrypto @nandeyare @WhaleTwits @ParadisLabs @1ChartMaster @saso_capital@MMatters22596@michaelsikand@pelositracker@CaesarCapitalz@RosannaInvests@aleabitoreddit@TradexWhisperer)googlealphabetu구글u 알파벳)Hrr rsysrrurllib.requestr rXr expanduserBASErrrrr r rrargvr rintindexrr(rrrrr_rr BLOCK_SRCrrrrrrrrrrrrrrT1CN_MEMACTrPATRON FIN_EVENTrrrrrrrrrrrrrrrr __name__ryrrrlsGFFF ww@A  T-.  T>*  T-. d1 2  T>*      2Q67 8E  566V6F666&666v6f6U666666"6#)6*061768>6?E6FL6MS6666!6"(6)061768>6?D6EJ6KP6 666"6#(6).6/56 ~P  I  Y] Y: Yo Yn Y\ Y  Y$ Y%- Y.8 Y9D YEM Y  Y' Y(7 Y8C YDQ Y Y! Y"3 Y4< Y=H YIT Y  Y-  Y.>  Y?F  Y   Y %  Y &6  Y 7A  Y BM  Y NX  Y . W J  K **SUWTXTX Z 357DD  : ZZIJL$$P "$&44  ) `bdbfbf h zz\]_]a]ac JJVXZW[W[  ] zz (*, / jj- /1dd4 ZZ-/1dd4 _ dC ZZ"H~&7#=C   #$&457=>@CD !"$'(*89;=>@CDEGTTK ]J ZZf ~5 ACG'(*89;ABDGHIKO ZZ]^`^b^bd zzKLNDDR  zzRSUSWSWY acebfbf  h DbddK ::68:tt  = ! " zzlm  8* yk +1H:  & ' )/2B1C  XJ   /4j\  ]O  $j\  4:I;    \N   "I;   17    WI   /   28:M9N   Z & )/^0L     &y  F* + .4k]  : =CXJ  XJ  ~ 05|n  K=  *k!:  [M "M? 5;YK  &7r 5Pn zFr