#!/usr/bin/env python3 # -*- coding: utf-8 -*- import json, os, re, sys, time, datetime, urllib.request, urllib.parse BASE = os.path.expanduser("~/Claude/Projects/에이전트구축") MEDIA = os.path.join(BASE, "media_feed.jsonl") XFEED = os.path.join(BASE, "x_feed.jsonl") STATE = os.path.join(BASE, "sent_alerts.json") REJECT = os.path.join(BASE, "rejected_feed.jsonl") NQLEV = os.path.join(BASE, "nq_levels.py") CUT = 5 # 미디어 CUT_X = 7 # X피드 (션이 직접 봄) DRY = "--dry" in sys.argv HOURS = 2 if "--hours" in sys.argv: HOURS = int(sys.argv[sys.argv.index("--hours") + 1]) def creds(): tok = os.environ.get("BOT_TOKEN"); cid = os.environ.get("CHAT_ID") if tok and cid: return tok, cid try: s = open(NQLEV, encoding="utf-8").read() tok = tok or re.search(r'BOT_TOKEN\s*=\s*["\']([^"\']+)', s).group(1) cid = cid or re.search(r'CHAT_ID\s*=\s*["\']?([^"\'\s]+)', s).group(1) except Exception: return None, None return tok, cid def send(msg): tok, cid = creds() if not tok or not cid: print("[!] BOT_TOKEN/CHAT_ID 못 찾음"); return False data = urllib.parse.urlencode({ "chat_id": cid, "text": msg, "disable_web_page_preview": "true"}).encode() try: urllib.request.urlopen( f"https://api.telegram.org/bot{tok}/sendMessage", data=data, timeout=15) return True except Exception as e: print("[!] 전송 실패:", e); return False UNIV = ["MU","SNDK","NBIS","AAOI","SOXL","DRAM","META","NVDA","LITE","TER","ALAB", "COHR","MRVL","CRDO","GLW","AVGO","CIEN","AEHR","ASML","LRCX","AMAT","KLAC", "SKHY","AMD","INTC","TSM","MSFT","GOOGL","AMZN","ORCL","IBM","NOW","CRM", "ACN","JPM","CRWV","IREN","QQQ","NDX","AXTI"] UNIV_KO = ["하이닉스","삼성전자","마이크론","엔비디아","샌디스크","키옥시아","메타","브로드컴"] PRIMARY_SRC = {"reuters","bloomberg.com","bloomberg","wsj","cnbc","the information", "eetimes.com","semiengineering.com","연합인포맥스","전자신문","dart", "the korea economic daily global edition","asml","nasdaq", "trendforce","counterpoint research","counterpoint", "semianalysis","semianalysis.com","digitimes","financial times"} PRIMARY_X = {"@DeItaone","@SemiAnalysis_","@jukan05","@KobeissiLetter","@ValleyAI_X", "@DrNHJ","@pequityresearch","@stocktalkweekly","@Barchart"} def _srckey(src, url=""): a = str(src or "").lower().strip() h = "" try: from urllib.parse import urlparse h = (urlparse(url).hostname or "").lower().replace("www.", "") except Exception: pass return a + " | " + h BLOCK_TOK = {"motley fool","fool.com","seeking alpha","seekingalpha","simplywall", "tipranks","marketbeat","quiver","barchart","24/7 wall","moomoo", "benzinga","yahoo finance","finance.yahoo","yahoo.com","tradingview", "coindesk","bitget","crypto briefing","pluang","kdnuggets","sammobile", "globe and mail","moneycontrol","times of india","eciks", "investing.com","zacks","insider monkey","nate.com","네이트","daum.net"} def blocked(src, url=""): k = _srckey(src, url) return any(tok in k for tok in BLOCK_TOK) BLOCK_SRC = {"the motley fool","seeking alpha","simplywall.st","tipranks","marketbeat", "quiver quantitative","barchart.com","24/7 wall st.","moomoo","benzinga", "yahoo finance","yahoo finance uk","yahoo finance singapore","tradingview", "coindesk","bitget","crypto briefing","pluang","kdnuggets","sammobile", "the globe and mail","moneycontrol.com","the times of india","eciks.org", "investing.com","zacks","insider monkey","nate","네이트","v.daum.net"} DEMOTE_SRC = {"tomshardware.com","the globe and mail","business insider"} BLOCK_X = {"@1ChartMaster","@AshCrypto","@RosannaInvests","@MMatters22596","@saso_capital", "@michaelsikand","@CaesarCapitalz","@WhaleTwits","@TradexWhisperer", "@aleabitoreddit","@ParadisLabs","@nandeyare","@pelositracker"} CUT_PAT = re.compile( r"(왜 오늘|오늘 왜|why is .*(stock )?(up|down|surging|rising|falling)|" r"here is why|what you need to know|outpaces stock market|" r"better buy|which .*is the better|where will .* be in 20|" r"mind-boggling|is (it )?a buy|buy, sell or hold|looks below fair value|" r"stocks that explain|biggest analyst calls|" r"price target (raised|lowered|cut) to|목표주가 (상향|하향)만|" r"best (stocks|picks)|top \d+ stocks|" r"review:|deals|newegg|ssd review|emulation|drone|gaming|laptop|" r"청약|최저임금|맛집|음악|뮤직|유튜브|밈|구독자|팔로워)", re.I) KR_CUT = re.compile( r"(외국인|기관) *(순)?(매수|매도)|신용잔고|사이드카|서킷브레이커|" r"코스피 *지수|코스닥|금통위|한국은행|기준금리 *(인상|인하)|이재명|" r"국장|반대매매|공매도|배당소득세|상법|밸류업|레버리지 *ETF *(논란|규제)|" r"청약|부동산|주택|전세|최저임금", re.I) SUPPLY_CUT = re.compile( r"(data ?cent(er|re).*(moratorium|permit|ban|freeze|zoning|tax break)|" r"모라토리엄|인허가 *동결|전력망|송전|발전소 *건설|가스 *터빈|" r"interconnection queue|power purchase|environmental|배출|오염)", re.I) NUMCHG = re.compile( r"(컨센|예상치|전망치|시장 *예상|가이던스|guidance|vs\.? *(consensus|est)|" r"estimates?|상회|하회|상향|하향|beat[s]?|miss(ed|es)?|raise[ds]? .*(to|target)|" r"cut to|revis(ed|es)|QoQ|YoY|전년 *(동기)? *대비|전분기 *대비|" r"기록|사상 *최|record)", re.I) NUMANY = re.compile( r"[+\-]?\d[\d,\.]* *(%|퍼센트|억|조|억달러|billion|million|trillion|bps|만개|대)", re.I) EARN = re.compile( r"(어닝콜|실적 *발표|컨퍼런스 *콜|conference call|earnings call|" r"분기 *실적|quarterly results|Q[1-4] *(실적|results|earnings)|" r"가이던스|guidance|IR *공시|기업설명회|preliminary results|예비 *실적)", re.I) TECH_GATE = re.compile( r"(HBM4?|HBF|CXMT|YMTC|루빈|Rubin|CoWoS|COUPE|CPO|실리콘 *포토닉스|" r"silicon photonic|KV *cache|KV *캐시|양자화|quantization|MoE|" r"인터포저|interposer|EUV|DUV|WFE|수율|yield|테이프아웃|tape ?out|" r"1\.6T|800G|DDR5|LPDDR|스택|stack|베이스 *다이|base die|번인|burn-?in)", re.I) THESIS_BREAK = re.compile( r"(capex *(cut|guidance *cut|reduction|삭감|축소)|자본지출 *(축소|삭감)|" r"inference *(cost|memory) *(reduction|efficienc\w*|saving\w*|절감|효율|down|하락)|" r"추론 *(비용|메모리) *(절감|효율|하락)|" r"CXMT.*(DDR5|DRAM|양산|출하|capacity|캐파|점유율|matching|근접)|메모리 *(수요 *둔화|가격 *하락)|" r"(DeepSeek|Qwen|Kimi|Moonshot|MiniMax|Zhipu|GLM-?\d|Ernie|Doubao|디프시크)" r"[^\n]{0,80}(cheap|low-?cost|cost|pricing|price|가격|저가|free|open[- ]?source|오픈소스|" r"efficien\w*|효율|beat\w*|surpass\w*|outperform\w*|close[sd]? the gap|격차|" r"release\w*|launch\w*|unveil\w*|debut\w*|preview|V\d|출시|공개)|" r"(Chinese|China'?s?|중국)[^\n]{0,40}(A\.?I\.?|AI)?[^\n]{0,20}(model|lab|모델)s?" r"[^\n]{0,70}(cheap|low-?cost|cost|adopt\w*|switch\w*|shift\w*|gaining ground|surge|" r"close[sd]? the gap|catch\w* up|가격|저가|채택|전환|확산|잠식|격차)|" r"(Chinese|China'?s?|중국)[^\n]{0,30}(affordable|cheap|low-?cost|저가)" r"[^\n]{0,30}(A\.?I\.?|AI|모델))", re.I) # 축A 수요축 — 티커 없이 오는 추론수요 실측치 (숫자 동반 시 게이트 통과) DEMAND_AXIS = re.compile( r"(token[s]?[^\n]{0,25}(per (minute|second|day|month)|daily|usage|consumption|" r"demand|growth|processed|processes)|" r"\d[\d,\.]* *(billion|trillion|million|조|억) *tokens?|" r"토큰[^\n]{0,20}(사용량|소비|수요|처리|증가)|" r"inference (demand|volume|workload|spending)|추론 (수요|물량|지출)|" r"(price|pricing|cost)[^\n]{0,25}per million tokens|per million tokens|" r"100만 토큰|per-token (price|cost))", re.I) # 축C 최종재 수요 파괴 — 메모리 논지 정면 반증 END_DEMAND = re.compile( r"((notebook|laptop|PC|smartphone|handset|노트북|스마트폰|휴대폰)[^\n]{0,50}" r"(shipment|출하|demand|수요)[^\n]{0,40}(cut|lower|decline|revised down|하향|감소|둔화|축소)|" r"(cut|lower|revis\w+|slash\w*|하향|축소)[^\n]{0,45}" r"(notebook|laptop|PC|smartphone|handset|노트북|스마트폰)[^\n]{0,35}(shipment|forecast|출하|전망)|" r"(memory|DRAM|LPDDR|메모리)[^\n]{0,70}(bill of materials|BOM|원가 비중)|" r"(smartphone|handset|notebook|laptop|PC|스마트폰|노트북)[^\n]{0,40}" r"(raise[sd]?|hike[sd]?|increase[sd]?|인상)[^\n]{0,20}price[^\n]{0,45}" r"(memory|LPDRAM|LPDDR|DRAM|메모리))", re.I) # CXMT 실물화 트리거 (2026-07-17) — 티어1이 실제 채택하면 논지파괴 T1 = r"(Apple|Dell|HP|HPE|Lenovo|Asus|Acer|Microsoft|Google|Amazon|Meta|애플|델|레노버)" CN_MEM = r"(CXMT|ChangXin|YMTC|Chinese (DRAM|memory|NAND)|중국산? *(D램|DRAM|메모리|낸드))" ACT = (r"(qualif\w*|adopt\w*|sourc\w*|purchas\w*|order\w*|test\w*|approv\w*|" r"design win|채택|승인|구매|도입|테스트|검증)") TIER1_CXMT = re.compile( "(" + T1 + r"[^\n]{0,60}" + CN_MEM + r"[^\n]{0,60}" + ACT + "|" + T1 + r"[^\n]{0,40}" + ACT + r"[^\n]{0,60}" + CN_MEM + "|" + CN_MEM + r"[^\n]{0,60}" + ACT + r"[^\n]{0,40}" + T1 + ")", re.I) # 전주(하이퍼스케일러 5사) 지갑 축 (2026-07-17) — FCF·조달방식이 CapEx 가이던스보다 빠름 PATRON = r"(Meta|Alphabet|Google|Amazon|Microsoft|Oracle|하이퍼스케일러|빅테크|메타|알파벳|구글|아마존|마이크로소프트|오라클)" FIN_EVENT = (r"(negative free cash ?flow|free cash ?flow[^\n]{0,25}(negative|decline|drop|fall|plunge|below zero)|" r"FCF[^\n]{0,20}(negative|마이너스)|잉여현금흐름[^\n]{0,15}(마이너스|급감|감소)|" r"(bond|note|debt)[^\n]{0,15}(sale|offering|issuance|raise)|채권[^\n]{0,10}발행|회사채[^\n]{0,10}발행|" r"(pause[sd]?|halt\w*|suspend\w*|중단)[^\n]{0,20}(buyback|repurchase|자사주)|" r"(buyback|repurchase|자사주)[^\n]{0,20}(pause|halt|suspend|중단)|" r"(SPV|special purpose vehicle|private credit|off-?balance)[^\n]{0,30}(data ?cent|financ|capex)|" r"capex[^\n]{0,25}(exceed|outstrip|surpass)[^\n]{0,25}(cash ?flow|operating cash)|" r"(cash ?flow|operating cash)[^\n]{0,25}(crossover|교차))") PATRON_FIN = re.compile("(" + PATRON + r"[^\n]{0,70}" + FIN_EVENT + "|" + FIN_EVENT + r"[^\n]{0,70}" + PATRON + ")", re.I) STACK_BOTH = re.compile( r"((메타|Meta|Microsoft|Google|Amazon|OpenAI|xAI|Oracle)[^\n]{0,60}" r"(capex|자본지출|투자|investment|buildout|증설|확장|expansion|GW|기가와트)|" r"(self-build|자체 *(구축|증설)|in-house (cloud|compute)|own (data ?cent|cloud)))", re.I) # 차노스축 (2026-07-18) — 감가상각 시한폭탄 / 증분ROIC 하락 / 미들맨 디레이트 # 전주지갑축(조달방식)과 별개: 이쪽은 회계·수익성 신호(실적 콜에서 나오는 단어) CHANOS_ACC = re.compile( r"(depreciation[^\n]{0,30}(revenue|sales|earnings|net income|이익|매출)|" r"(감가상각|상각비)[^\n]{0,20}(매출|이익|비율|급증|증가)|" r"(construction[- ]in[- ]progress|CIP|건설중공사|재공품)[^\n]{0,40}(depreciat|transfer|placed in service|고정자산 *전환|상각)|" r"(useful life|useful lives|내용연수|depreciation schedule|상각 *(기간|연수))[^\n]{0,40}" r"(understate|overstate|mismatch|extend|불일치|과소|과대|연장|늘려)|" r"(useful life|내용연수|상각)[^\n]{0,30}(2-3|two to three|3-?year|5-?6|five to six)[^\n]{0,15}(year|년)|" r"(incremental|증분)[^\n]{0,10}(ROIC|ROI|return on (invested )?capital|투하자본|자본수익)|" r"(ROIC|return on (invested )?capital)[^\n]{0,25}(decline|drop|fall|compress|하락|둔화|악화|40%.{0,10}20%|20%.{0,10}10%)|" r"(write-?down|writedown|impair\w*|상각손실|손상차손)[^\n]{0,30}(GPU|data ?cent|AI|accelerat|chip|서버|데이터센터)|" r"(middleman|middlemen|중간자|중간상|equipment leas\w*|장비 *리스)[^\n]{0,40}" r"(re-?rat\w*|multiple|배수|디레이트|밸류에이션|valuation))", re.I) # AI모델 발표 감시 (2026-07-19) — 크기 아닌 "방향"으로 판정 # 대상: 중국 오픈웨이트 러시 전체 (kimi/qwen/deepseek/GLM/z.ai/minimax 등) AI_MODEL_NAME = re.compile( r"(kimi|moonshot|qwen|通义|deepseek|深度求索|GLM|z\.?ai|zhipu|智谱|minimax|" r"ernie|文心|doubao|豆包|hunyuan|混元|step-?\d|阶跃|llama\s?\d|mistral|" r"gemini\s?[\d.]+|gpt-?[\d.]+|grok\s?\d|open-?weight|오픈웨이트)", re.I) # 효율 축 = 메모리 논지파괴 = 시장충격 (같은성능에 자원 덜 씀) AI_MODEL_EFF = re.compile( r"(active param\w*|활성 ?파라미터|per-?token cost|토큰당 ?비용|inference cost[^\n]{0,20}(down|drop|cut|하락|절감)|" r"추론 ?비용[^\n]{0,10}(하락|절감|급감)|linear attention|선형 ?어텐션|KV[- ]?cache[^\n]{0,15}(reduc|down|축소|줄)|" r"(90%|절반|half|10%)[^\n]{0,15}(cheaper|저렴|cost|비용)|distill\w*|증류|" r"efficiency breakthrough|효율[^\n]{0,5}(혁신|돌파)|runs on[^\n]{0,20}(consumer|single|1 ?GPU|소비자))", re.I) # 확산 축 = 메모리 논지강화 = 안도 (대형 MoE, 토큰폭증, 제본스) AI_MODEL_AMP = re.compile( r"(trillion param\w*|조 ?파라미터|\d\.?\d?T param|MoE|mixture of experts|" r"token (usage|demand)[^\n]{0,15}(surg|explod|증가|폭증|확대)|토큰 ?(사용|수요)[^\n]{0,10}(증가|폭증)|" r"jevons|제본스|HBM[^\n]{0,15}(more|늘|증가|수요)|network bottleneck|네트워크 ?병목|" r"scale-?up[^\n]{0,15}(network|더|강))", re.I) # 발표 예정 (뒷북 방지 — 임박 감지) AI_MODEL_SOON = re.compile( r"(deepseek|kimi|qwen|GLM|문샷|moonshot)[^\n]{0,40}(release|launch|unveil|공개|출시|발표)[^\n]{0,20}" r"(soon|imminent|days|this week|내|곧|임박|예정|주 ?내)|" r"(expected|anticipat|예상)[^\n]{0,30}(deepseek v4|kimi k|qwen \d|GLM \d))", re.I) # 메모리 공급완화 논쟁 (2026-07-19) — 매크로 나쁠 때 기관이 쥐는 베어 명분 # "2028 증설 완료→부족 완화"는 션 롱 논지의 반대축. 뜨면 반드시 양면 봐야 함. SUPPLY_EASE = re.compile( r"((2028|2027)[^\n]{0,40}(oversupply|과잉공급|glut|ease|완화|normaliz|풀린|해소|inflection|변곡)|" r"(oversupply|과잉공급|공급 ?과잉|glut|supply glut)[^\n]{0,30}(risk|우려|리스크|2027|2028)|" r"(new fab|신규 ?(팹|라인)|증설)[^\n]{0,40}(volume|물량|완화|ship|2028|과잉)|" r"(memory|메모리|dram)[^\n]{0,20}(shortage|부족)[^\n]{0,20}(ease|완화|end|끝|해소|2028)|" r"(초과공급|공급 ?정상화|가격 ?정상화|cyclical[^\n]{0,15}(risk|peak|top))|" r"(downgrade|하향|initiate hold|홀드 ?개시|sell rating)[^\n]{0,25}(dram|memory|메모리|micron|hynix|삼성))", re.I) # ===== 축 신설 (2026-07-20): capex유지·상향 / 공급자 마진억제 / 광학전환 ===== # 지배질문 트래킹: (GPU) 컴퓨팅부족 강화 / (메모리) 마진 / (광학) 시장확대 촉매 CAPEX_UP = re.compile( r"((capex|자본지출|투자액|capital expenditure|capex guidance)[^\n]{0,45}" r"(raise[sd]?|hike[sd]?|increase[sd]?|boost\w*|lift\w*|reaffirm\w*|maintain\w*|" r"reiterat\w*|상향|확대|증액|유지|재확인)|" r"(raise[sd]?|hike[sd]?|boost\w*|상향|확대|증액)[^\n]{0,25}" r"(capex|자본지출|투자 ?계획|buildout|증설)|" r"(big ?four|빅4|하이퍼스케일러|hyperscaler)[^\n]{0,45}(capex|자본지출)[^\n]{0,25}" r"(\d|billion|억|조|%))", re.I) # 공급자 자발적 마진억제 = 메모리 "부족해도 안 폭등"의 원인 SUPPLIER_MARGIN = re.compile( r"((price cap|price ceiling|가격 ?상한|장기계약[^\n]{0,15}(고정|상한)|" r"(long-?term|multi-?year) (agreement|contract)[^\n]{0,20}(fix\w*|lock\w*|ceiling|cap)|" r"\bSCA\b|\bLTA\b)[^\n]{0,30}(price|가격|memory|dram|메모리)?|" r"(margin|마진|GPM|gross margin|매출총이익률)[^\n]{0,30}" r"(too high|abnormal\w*|비정상|과도|너무 ?높|낮춰|lower|reduce|dilut\w*|희석|compress\w*|압박)|" r"(마진|margin)[^\n]{0,12}(낮춰야|내려야|공멸|공생)|" r"(감산|production cut|reduce output|capacity discipline|공급 ?조절)[^\n]{0,25}" r"(memory|dram|nand|메모리|낸드)|" r"(not ?rais\w*|가격[^\n]{0,8}(억제|자제|안 ?올)|price restraint)[^\n]{0,25}" r"(memory|dram|chip|메모리))", re.I) # 광학전환 촉매 = 주도플레이어(엔비디아·AVGO·마블·AMD)가 광학채택 규모를 밝히는 것 OPTICS_LEAD = r"(Nvidia|엔비디아|NVDA|Broadcom|브로드컴|AVGO|Marvell|마블|MRVL|AMD|Rubin|루빈|hyperscaler|하이퍼스케일러)" OPTICS_TECH = r"(CPO|co-?packaged optics|공동 ?패키징|NPO|near-?package|silicon photonic\w*|실리콘 ?포토닉스|optical (I/O|interconnect|engine)|광 ?(연결|엔진|입출력))" OPTICS_ADOPT = r"(adopt\w*|standard\w*|roadmap|integrat\w*|ship\w*|volume|production|채택|편입|표준|양산|로드맵|탑재|규모|attach ?rate|penetrat\w*|침투)" OPTICS_TRANSITION = re.compile( "(" + OPTICS_LEAD + r"[^\n]{0,60}" + OPTICS_TECH + r"[^\n]{0,50}" + OPTICS_ADOPT + "|" + OPTICS_TECH + r"[^\n]{0,50}" + OPTICS_ADOPT + r"[^\n]{0,40}" + OPTICS_LEAD + "|" r"(copper|구리|electrical|DAC|ACC)[^\n]{0,25}(to|→|transition|shift|replac\w*|전환|대체)[^\n]{0,25}(optical|photonic|광)|" r"(InP|indium phosphide|인듐 ?인화물|AXTI)[^\n]{0,40}(demand|order|수요|수주|출하|shortage))", re.I) OPINION_ONLY = re.compile( r"(analyst|애널리스트|목표주가|price target|투자의견|rating|" r"initiat(e|ed) coverage|reiterat|maintains?|overweight|비중확대)", re.I) IRAN = re.compile( r"(이란|Iran|호르무즈|Hormuz|IRGC|혁명수비대|테헤란|Tehran|" r"페르시아만|Strait of Hormuz|핵 *(시설|합의)|nuclear (site|deal))", re.I) KRREG = re.compile( r"((해외|무허가|미등록|불법) *(가상자산)? *거래소|특금법|가상자산 *이용자 *보호법|" r"금감원.*(경고|제재|차단|점검)|금융위.*(해외|거래소|레버리지)|" r"(바이빗|바이낸스|Bybit|Binance|OKX).*(규제|차단|경고|제재|조사|접속)|" r"레버리지 *(ETF|상품).*(규제|제한|승인|논란)|" r"주식 *(퍼페추얼|무기한|선물).*(규제|금지)|해외 *선물.*(규제|과세))", re.I) TRUMP = re.compile(r"(트럼프|Trump|TRUMP:|백악관|White House)", re.I) TRUMP_NQ = re.compile( r"(관세|tariff|연준|Fed|금리|rate|반도체|chip|semiconductor|엔비디아|Nvidia|" r"수출 *(규제|통제|허가)|export (control|ban|license)|AI|인공지능|" r"빅테크|big tech|증시|stock market|나스닥|Nasdaq|감세|tax cut|" r"애플|Apple|메타|Meta|구글|Google|아마존|Amazon|마이크로소프트|Microsoft|" r"H200|H20|블랙웰|Blackwell|中|중국|China)", re.I) WIDGET = re.compile( r"[A-Z][A-Za-z\.\-&' ]{1,28}(Corp|Inc|Ltd|PLC|N\.?V\.?|Holding[s]? NV|Group|" r"Technology|Systems|Solutions|Semiconductor|Platforms|ETF)[A-Za-z\.\- ]{0,20}" r"\$[\d,\.]+ *[+\-][\d\.]+%") TAIL = re.compile(r"(더 보기|원문 언어 영어|원본 보기|구독자|· *\d+ *(분|시간|초|일))") def clean(t): t = WIDGET.sub(" ", t) t = TAIL.sub(" ", t) t = re.sub(r"\s+", " ", t) return t ALIAS = { "MU": ["micron"], "SNDK": ["sandisk"], "NBIS": ["nebius"], "AAOI": ["applied optoelectronics"], "META": ["meta platforms"], "NVDA": ["nvidia"], "LITE": ["lumentum"], "TER": ["teradyne"], "ALAB": ["astera labs"], "COHR": ["coherent"], "MRVL": ["marvell"], "CRDO": ["credo tech"], "GLW": ["corning"], "AVGO": ["broadcom"], "CIEN": ["ciena"], "LRCX": ["lam research"], "AMAT": ["applied materials"], "KLAC": ["kla corp", "kla-tencor"], "SKHY": ["sk hynix", "하이닉스"], "AMD": ["advanced micro"], "INTC": ["intel"], "TSM": ["tsmc", "taiwan semiconductor"], "MSFT": ["microsoft"], "GOOGL": ["google", "alphabet", "구글", "알파벳"], "AMZN": ["amazon"], "ORCL": ["oracle"], "NOW": ["servicenow"], "CRM": ["salesforce"], "ACN": ["accenture"], "JPM": ["jpmorgan", "jp morgan"], "CRWV": ["coreweave"], "IREN": ["iris energy"], "AXTI": ["axt inc"], } def tickers(t): hit = set() for tk in UNIV: if re.search(r"(? 172800: s -= 2 if OPINION_ONLY.search(t) and not strong: s -= 3; tags.append("의견만") if TECH_GATE.search(t): if not (prim or strong): return None, ["기술축 게이트 미달"] s += 2; tags.append("기술") if STACK_BOTH.search(t) and re.search(r"[\d,\.]+ *(billion|억달러|조|GW|기가와트)", t, re.I): s += 2; tags.append("스택양면(반도체+ / 중간상-)") if dem: s += 3; tags.append("수요축") if END_DEMAND.search(t): s += 4; tags.append("!최종수요파괴") s = max(s, CUT_X + 1) if PATRON_FIN.search(t): s += 4; tags.append("!전주지갑") s = max(s, CUT_X + 1) if TIER1_CXMT.search(t): s += 4; tags.append("!티어1中메모리채택") s = max(s, CUT_X + 1) if THESIS_BREAK.search(t): s += 4; tags.append("!논지파괴") s = max(s, CUT_X + 1) # 논지파괴는 소스·채널 불문 무조건 전송 if AI_MODEL_NAME.search(t): if AI_MODEL_EFF.search(t): s += 4; tags.append("!AI효율-충격주의") # 메모리 논지파괴 s = max(s, CUT_X + 1) elif AI_MODEL_AMP.search(t): s += 2; tags.append("AI확산-안도") # 메모리 강화 if AI_MODEL_SOON.search(t): s += 3; tags.append("!AI발표임박") s = max(s, CUT_X + 1) if SUPPLY_EASE.search(t): s += 3; tags.append("!메모리공급완화론") # 베어 명분, 양면검토 신호 s = max(s, CUT_X + 1) if CHANOS_ACC.search(t): s += 4; tags.append("!차노스회계") s = max(s, CUT_X + 1) # 감가·ROIC·미들맨 신호는 소스·채널 불문 전송 if CAPEX_UP.search(t): s += 2; tags.append("capex유지·상향(부족강화)") if SUPPLIER_MARGIN.search(t): s += 3; tags.append("!공급자마진억제") s = max(s, CUT_X + 1) # 메모리 마진 축 — 강제전송 if OPTICS_TRANSITION.search(t): s += 3; tags.append("!광학전환신호") s = max(s, CUT_X + 1) # 주도플레이어 광학채택 = 광학 촉매 if EARN.search(t) and tk: s += 3; tags.append("어닝") return s, tags def load(path, hours, now): out = [] if not os.path.exists(path): return out for line in open(path, "rb"): line = line.decode("utf-8", "replace").strip() if not line: continue try: d = json.loads(line) except Exception: continue p = parse_dt(d.get("pub")) or parse_dt(d.get("ts")) if p and (now - p).total_seconds() <= hours * 3600: out.append(d) return out def main(): now = datetime.datetime.now(datetime.timezone.utc) try: sent = set(json.load(open(STATE))) except Exception: sent = set() items = [("m", d) for d in load(MEDIA, HOURS, now)] \ + [("x", d) for d in load(XFEED, HOURS, now)] queue, rejected = [], [] for origin, it in items: cut = CUT_X if origin == "x" else CUT url = it.get("url", "") if not url or url in sent: continue t = it.get("text", "") or "" src = it.get("source") or it.get("author") or "?" ct = clean(t) srcl = str(src).lower() prim = srcl in PRIMARY_SRC or src in PRIMARY_X ch = None if KRREG.search(ct): ch = "★계정리스크(한국규제)" elif prim and IRAN.search(ct): ch = "이란" elif prim and TRUMP.search(ct) and TRUMP_NQ.search(ct): ch = "트럼프/NQ" s, tags = score(it, now) if ch and (s is None or s < cut): s, tags = cut, [ch] elif ch: tags = [ch] + tags if s is None or s < cut: rejected.append({"url": url, "src": src, "text": t[:200], "score": 0 if s is None else s, "reason": tags, "ts": now.isoformat()}) continue queue.append((s, tags, src, t, url)) queue.sort(key=lambda x: -x[0]) if rejected and not DRY: with open(REJECT, "a", encoding="utf-8") as f: for r in rejected: f.write(json.dumps(r, ensure_ascii=False) + "\n") for s, tags, src, t, url in queue: grade = "즉시확인" if s >= 8 else "맥락" body = " ".join(t.split())[:400] msg = f"[{grade}] {' · '.join(tags)}\n{src}\n{body}\n{url}" if DRY: print(msg + "\n" + "·" * 40) else: if send(msg): sent.add(url); time.sleep(1) if not DRY: json.dump(list(sent)[-5000:], open(STATE, "w")) print(f"[수집 {len(items)} / 전송 {len(queue)} / 컷 {len(rejected)}]") if __name__ == "__main__": main()