{
    "id": "SCR-005",
    "category": "SCR",
    "title": "研究短名單的分散約束",
    "question": "指定候選數量及每產業上限後，怎樣建立較均衡的研究短名單？",
    "chart": "stacked",
    "metric": "短名單候選數（檔）",
    "secondary": "未滿足約束數（項）",
    "x": "候選產業或地區",
    "y": "短名單候選數（檔）",
    "panels": [
        "短名單產業分布",
        "入選與保留候選",
        "未滿足約束及原因"
    ],
    "filters": [
        "候選總數",
        "每產業上限",
        "每地區上限"
    ],
    "apis": [
        "SCREEN",
        "FUND",
        "EXCHANGE",
        "USER"
    ],
    "calculation": "先取得最新規則合格候選，按用戶指定優先分數，在候選數量、每產業／地區上限、同一發行人不重複等約束下選短名單；不能同時滿足時明列缺額及衝突條件，不擅自放寬。",
    "caveat": "名單分散是研究範圍安排，並非有資金權重的投資組合優化或回報預測。優先順序與約束需要用戶設定；Screener 截斷、分類缺漏及跨上市去重會影響可行性，須顯示完整候選覆蓋。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 9,
    "clarity": 9,
    "sample_labels": [
        "科技候選",
        "金融候選",
        "醫療候選",
        "消費候選",
        "未滿足名額"
    ],
    "cadence": "篩選結果或名單約束更新時",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "選股與觀察清單",
    "score": 83.5,
    "requires_user_input": true,
    "requires_extra_plan": false,
    "source_urls": [
        "https://eodhd.com/financial-apis/stock-market-screener-api",
        "https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds",
        "https://eodhd.com/financial-apis/exchanges-api-list-of-tickers-and-trading-hours"
    ],
    "rank": 251,
    "stage": "P2",
    "svg_file": "mockups/0251-SCR-005.svg",
    "demo_fingerprint": "df8ee811a7ca2c09",
    "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
        }
    }
}