{
    "id": "PRT-043",
    "category": "PRT",
    "title": "產業配置與選股歸因",
    "question": "超額回報較多來自選對產業，還是產業內選股？",
    "chart": "waterfall",
    "metric": "超額回報歸因（百分點）",
    "secondary": "配置與選股貢獻（百分點）",
    "x": "歸因因素",
    "y": "超額回報歸因（百分點）",
    "panels": [
        "配置選股瀑布",
        "各產業貢獻",
        "基準歷史覆蓋"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FUND",
        "INDEX",
        "USER"
    ],
    "calculation": "採明示 Brinson 方法，以每期實際組合及基準產業權重與回報拆配置、選股及交互項。",
    "caveat": "需要用戶的持倉／交易／現金流或情境設定；EODHD 不提供券商帳戶。需要完整歷史持倉和當期基準成分／權重；若無資料只做可識別部分，不倒用現成分。歷史指數成員名單不保證附有當期權重；基準歷史權重需要用戶或另經驗證的授權來源提供，不能直接用現在權重倒填。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "專業",
    "reach": 5,
    "frequency": 6,
    "decision": 6,
    "clarity": 8,
    "sample_labels": [
        "配置效應",
        "選股效應",
        "交互項",
        "對帳殘差"
    ],
    "cadence": "每日收市及用戶交易更新後",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "投資組合",
    "score": 58.5,
    "requires_user_input": true,
    "requires_extra_plan": true,
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds",
        "https://eodhd.com/marketplace/unicornbay/spglobal"
    ],
    "rank": 840,
    "stage": "P4",
    "svg_file": "mockups/0840-PRT-043.svg",
    "demo_fingerprint": "cb5038b67b579bec",
    "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
        }
    }
}