{
    "id": "ETF-036",
    "category": "ETF",
    "title": "ETF 利率變動情境",
    "question": "利率上升或下降時，債券 ETF 價格的初步敏感度如何？",
    "chart": "bar",
    "metric": "一階價格變動估算（%）",
    "secondary": "存續期（年）",
    "x": "利率變化情境",
    "y": "一階價格變動估算（%）",
    "panels": [
        "利率衝擊情境",
        "存續期輸入",
        "模型遺漏事項"
    ],
    "filters": [
        "基金類型",
        "比較基準",
        "自訂設定"
    ],
    "apis": [
        "FUND",
        "USER"
    ],
    "calculation": "以 −ModifiedDuration×收益率變化估計價格變動，另列用戶設定的平行利率衝擊。",
    "caveat": "僅一階平行移動近似；不含凸性、信用利差及分派，不能當完整回報預測。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 7,
    "frequency": 5,
    "decision": 7,
    "clarity": 10,
    "sample_labels": [
        "減息一釐",
        "減息半釐",
        "加息半釐",
        "加息一釐"
    ],
    "cadence": "每交易日收市後",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "ETF與基金",
    "score": 67.0,
    "requires_user_input": true,
    "requires_extra_plan": false,
    "source_urls": [
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds"
    ],
    "rank": 662,
    "stage": "P3",
    "svg_file": "mockups/0662-ETF-036.svg",
    "demo_fingerprint": "d96d436a3933313a",
    "collection": "catalogue",
    "sample_annotation": {
        "sample": true,
        "as_of": "2026-10-16",
        "notice": "Charts and tables for this report are generated, deterministic synthetic sample observations for educational layout and unit demonstration only. No provider, market data or analysis engine is called, and nothing here is a statement about real securities.",
        "notice_zh": "此報告的圖表與數據為確定性生成的合成示例數據，僅供教育及版面展示；並無連接任何資料供應商或實際分析引擎，不代表任何真實證券的表現。",
        "default_filters": {
            "symbol": "0700.HK",
            "period": "1Y",
            "benchmark": "HSI"
        },
        "filters": {
            "symbol": [
                "0700.HK",
                "0005.HK",
                "AAPL.US",
                "MSFT.US",
                "SPY.US",
                "BTC-USD.CC"
            ],
            "period": [
                "1Y",
                "3Y",
                "5Y"
            ],
            "benchmark": [
                "HSI",
                "SPX",
                "BTC"
            ]
        },
        "library": {
            "version": "2026-10-19",
            "source": "https://chatgpt.com/share/6ad67223-c610-83e8-adb2-33aaf792e584",
            "sample": true
        }
    }
}