{
  "ok": true,
  "date": "2026-06-12",
  "generated_at": "2026-06-11T21:33:13+00:00",
  "summary": {
    "date": "2026-06-12",
    "theme_explanations": 19,
    "company_explanations": 30,
    "source_explanations": 30,
    "high_momentum_themes": 17,
    "high_priced_in_themes": 2,
    "top_theme": "量子・次世代計算",
    "top_company": "日立製作所",
    "top_source": "cao_csti"
  },
  "theme_score_formula": "signal=theme*0.32 + policy*0.23 + market*0.23 + document_depth*0.12 + source_diversity*0.10",
  "momentum_formula": "momentum=signal*0.35 + recent_share*0.25 + burst*0.20 + source_breadth*0.10 + positive_delta*0.10",
  "priced_in_formula": "priced_in=market_attention*0.38 + breadth*0.22 + repetition*0.18 + stage_weight*0.14 + signal*0.08",
  "company_formula": "company=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback",
  "source_formula": "source=source_weight*0.14 + analysis_depth*0.17 + theme_depth*0.20 + max_theme*0.18 + market_avg*0.10 + policy_avg*0.08 + recent*0.06 + stability*0.07 - errors*0.06",
  "themes": [
    {
      "theme": "量子・次世代計算",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.8,
      "momentum_score": 0.79,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 39,
      "source_count": 7,
      "publisher_counts": {
        "central_bank": 1,
        "government": 38
      },
      "recent7_count": 33,
      "previous_signal_score": 0.8,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.64,
          "weight": 0.32,
          "contribution": 0.2048,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.84,
          "weight": 0.23,
          "contribution": 0.1932,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.79,
          "weight": 0.23,
          "contribution": 0.1817,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料39件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元7件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.8,
          "weight": 0.35,
          "contribution": 0.28,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8462,
          "weight": 0.25,
          "contribution": 0.2115,
          "detail": "直近7日33件 / 全体39件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数6件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元7件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料39件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元7件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元7件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料39件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.8,
          "weight": 0.08,
          "contribution": 0.064,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "量子・次世代計算は、資料量39件と発信元7件で支えられています。モメンタムは直近7日の材料33件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "量子・次世代計算は政策起点の重点テーマ。直近根拠39件、発信元7件、シグナル0.80。モメンタム0.79、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業は富士通(6702.T)、NEC(6701.T)、NTT(9432.T)、野村総合研究所(4307.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "スタートアップ・イノベーション",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.77,
      "momentum_score": 0.78,
      "priced_in_score": 0.7,
      "report_linkage_score": 0.72,
      "document_count": 812,
      "source_count": 42,
      "publisher_counts": {
        "central_bank": 6,
        "government": 804,
        "think_tank": 2
      },
      "recent7_count": 673,
      "previous_signal_score": 0.77,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.63,
          "weight": 0.32,
          "contribution": 0.2016,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.82,
          "weight": 0.23,
          "contribution": 0.1886,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.69,
          "weight": 0.23,
          "contribution": 0.1587,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料812件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元42件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.77,
          "weight": 0.35,
          "contribution": 0.2695,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8288,
          "weight": 0.25,
          "contribution": 0.2072,
          "detail": "直近7日673件 / 全体812件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数139件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元42件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.5,
          "weight": 0.55,
          "contribution": 0.275,
          "detail": "市場系資料2件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料810件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元42件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.4,
          "weight": 0.38,
          "contribution": 0.152,
          "detail": "市場系資料2件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元42件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料812件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.77,
          "weight": 0.08,
          "contribution": 0.0616,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "スタートアップ・イノベーションは、資料量812件と発信元42件で支えられています。モメンタムは直近7日の材料673件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "スタートアップ・イノベーションは政策起点の重点テーマ。直近根拠812件、発信元42件、シグナル0.77。モメンタム0.78、織り込み度0.70、レポート連動0.72、判定=監視。複数ソースで確認。候補企業はソフトバンクグループ(9984.T)、NTTデータグループ(9613.T)、野村総合研究所(4307.T)、日立製作所(6501.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "防災・国土強靭化",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.77,
      "momentum_score": 0.79,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 754,
      "source_count": 38,
      "publisher_counts": {
        "central_bank": 5,
        "government": 749
      },
      "recent7_count": 672,
      "previous_signal_score": 0.77,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.65,
          "weight": 0.32,
          "contribution": 0.208,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.66,
          "weight": 0.23,
          "contribution": 0.1518,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料754件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元38件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.77,
          "weight": 0.35,
          "contribution": 0.2695,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8912,
          "weight": 0.25,
          "contribution": 0.2228,
          "detail": "直近7日672件 / 全体754件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数82件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元38件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料754件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元38件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元38件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料754件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.77,
          "weight": 0.08,
          "contribution": 0.0616,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "防災・国土強靭化は、資料量754件と発信元38件で支えられています。モメンタムは直近7日の材料672件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "防災・国土強靭化は政策起点の重点テーマ。直近根拠754件、発信元38件、シグナル0.77。モメンタム0.79、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業は日立製作所(6501.T)、村田製作所(6981.T)、住友電気工業(5802.T)、ソニーグループ(6758.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "GX・脱炭素",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.76,
      "momentum_score": 0.77,
      "priced_in_score": 0.62,
      "report_linkage_score": 0.59,
      "document_count": 424,
      "source_count": 40,
      "publisher_counts": {
        "central_bank": 3,
        "government": 420,
        "think_tank": 1
      },
      "recent7_count": 340,
      "previous_signal_score": 0.76,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.58,
          "weight": 0.32,
          "contribution": 0.1856,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.82,
          "weight": 0.23,
          "contribution": 0.1886,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.7,
          "weight": 0.23,
          "contribution": 0.161,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料424件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元40件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.35,
          "contribution": 0.266,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8019,
          "weight": 0.25,
          "contribution": 0.2005,
          "detail": "直近7日340件 / 全体424件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数84件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元40件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.25,
          "weight": 0.55,
          "contribution": 0.1375,
          "detail": "市場系資料1件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料423件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元40件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.2,
          "weight": 0.38,
          "contribution": 0.076,
          "detail": "市場系資料1件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元40件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料424件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.08,
          "contribution": 0.0608,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "GX・脱炭素は、資料量424件と発信元40件で支えられています。モメンタムは直近7日の材料340件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "GX・脱炭素は政策起点の重点テーマ。直近根拠424件、発信元40件、シグナル0.76。モメンタム0.77、織り込み度0.62、レポート連動0.59、判定=監視。複数ソースで確認。候補企業は九州電力(9508.T)、電源開発(9513.T)、日立製作所(6501.T)、INPEX(1605.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "バイオ・医療技術",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.76,
      "momentum_score": 0.76,
      "priced_in_score": 0.7,
      "report_linkage_score": 0.72,
      "document_count": 408,
      "source_count": 30,
      "publisher_counts": {
        "central_bank": 1,
        "government": 405,
        "think_tank": 2
      },
      "recent7_count": 315,
      "previous_signal_score": 0.76,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.58,
          "weight": 0.32,
          "contribution": 0.1856,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.82,
          "weight": 0.23,
          "contribution": 0.1886,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.71,
          "weight": 0.23,
          "contribution": 0.1633,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料408件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元30件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.35,
          "contribution": 0.266,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.7721,
          "weight": 0.25,
          "contribution": 0.193,
          "detail": "直近7日315件 / 全体408件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数93件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元30件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.5,
          "weight": 0.55,
          "contribution": 0.275,
          "detail": "市場系資料2件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料406件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元30件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.4,
          "weight": 0.38,
          "contribution": 0.152,
          "detail": "市場系資料2件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元30件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料408件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.08,
          "contribution": 0.0608,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "バイオ・医療技術は、資料量408件と発信元30件で支えられています。モメンタムは直近7日の材料315件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "バイオ・医療技術は政策起点の重点テーマ。直近根拠408件、発信元30件、シグナル0.76。モメンタム0.76、織り込み度0.70、レポート連動0.72、判定=監視。複数ソースで確認。候補企業は武田薬品工業(4502.T)、第一三共(4568.T)、中外製薬(4519.T)、エーザイ(4523.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "EV・電池",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.76,
      "momentum_score": 0.78,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 34,
      "source_count": 15,
      "publisher_counts": {
        "central_bank": 1,
        "government": 33
      },
      "recent7_count": 29,
      "previous_signal_score": 0.76,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.58,
          "weight": 0.32,
          "contribution": 0.1856,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.83,
          "weight": 0.23,
          "contribution": 0.1909,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.72,
          "weight": 0.23,
          "contribution": 0.1656,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料34件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元15件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.35,
          "contribution": 0.266,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8529,
          "weight": 0.25,
          "contribution": 0.2132,
          "detail": "直近7日29件 / 全体34件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数5件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元15件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料34件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元15件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元15件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料34件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.76,
          "weight": 0.08,
          "contribution": 0.0608,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "EV・電池は、資料量34件と発信元15件で支えられています。モメンタムは直近7日の材料29件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "EV・電池は政策起点の重点テーマ。直近根拠34件、発信元15件、シグナル0.76。モメンタム0.78、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業はTDK(6762.T)、トヨタ自動車(7203.T)、パナソニックホールディングス(6752.T)、イビデン(4062.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "人的資本・労働市場",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.75,
      "momentum_score": 0.77,
      "priced_in_score": 0.77,
      "report_linkage_score": 0.86,
      "document_count": 995,
      "source_count": 45,
      "publisher_counts": {
        "central_bank": 5,
        "government": 987,
        "think_tank": 3
      },
      "recent7_count": 817,
      "previous_signal_score": 0.75,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.62,
          "weight": 0.32,
          "contribution": 0.1984,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.65,
          "weight": 0.23,
          "contribution": 0.1495,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料995件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元45件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.75,
          "weight": 0.35,
          "contribution": 0.2625,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8211,
          "weight": 0.25,
          "contribution": 0.2053,
          "detail": "直近7日817件 / 全体995件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数178件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元45件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.75,
          "weight": 0.55,
          "contribution": 0.4125,
          "detail": "市場系資料3件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料992件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元45件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.6,
          "weight": 0.38,
          "contribution": 0.228,
          "detail": "市場系資料3件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元45件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料995件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.75,
          "weight": 0.08,
          "contribution": 0.06,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "人的資本・労働市場は、資料量995件と発信元45件で支えられています。モメンタムは直近7日の材料817件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "人的資本・労働市場は政策起点の重点テーマ。直近根拠995件、発信元45件、シグナル0.75。モメンタム0.77、織り込み度0.77、レポート連動0.86、判定=監視。複数ソースで確認。候補企業はリクルートホールディングス(6098.T)、パーソルホールディングス(2181.T)、ビジョナル(4194.T)、NTTデータグループ(9613.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "サイバーセキュリティ",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.75,
      "momentum_score": 0.77,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 242,
      "source_count": 34,
      "publisher_counts": {
        "central_bank": 4,
        "government": 238
      },
      "recent7_count": 205,
      "previous_signal_score": 0.75,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.58,
          "weight": 0.32,
          "contribution": 0.1856,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.82,
          "weight": 0.23,
          "contribution": 0.1886,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.69,
          "weight": 0.23,
          "contribution": 0.1587,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料242件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.75,
          "weight": 0.35,
          "contribution": 0.2625,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8471,
          "weight": 0.25,
          "contribution": 0.2118,
          "detail": "直近7日205件 / 全体242件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数37件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料242件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元34件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元34件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料242件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.75,
          "weight": 0.08,
          "contribution": 0.06,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "サイバーセキュリティは、資料量242件と発信元34件で支えられています。モメンタムは直近7日の材料205件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "サイバーセキュリティは政策起点の重点テーマ。直近根拠242件、発信元34件、シグナル0.75。モメンタム0.77、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業はNEC(6701.T)、トレンドマイクロ(4704.T)、NTTデータグループ(9613.T)、野村総合研究所(4307.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "防衛・宇宙",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.74,
      "momentum_score": 0.77,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 310,
      "source_count": 34,
      "publisher_counts": {
        "central_bank": 1,
        "government": 309
      },
      "recent7_count": 265,
      "previous_signal_score": 0.74,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.54,
          "weight": 0.32,
          "contribution": 0.1728,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.7,
          "weight": 0.23,
          "contribution": 0.161,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料310件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.35,
          "contribution": 0.259,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8548,
          "weight": 0.25,
          "contribution": 0.2137,
          "detail": "直近7日265件 / 全体310件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数45件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料310件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元34件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元34件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料310件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.08,
          "contribution": 0.0592,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "防衛・宇宙は、資料量310件と発信元34件で支えられています。モメンタムは直近7日の材料265件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "防衛・宇宙は市場テーマとして強めに監視。直近根拠310件、発信元34件、シグナル0.74。モメンタム0.77、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業はIHI(7013.T)、三菱電機(6503.T)、NEC(6701.T)、川崎重工業(7012.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "生成AI・AI",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.74,
      "momentum_score": 0.73,
      "priced_in_score": 0.62,
      "report_linkage_score": 0.59,
      "document_count": 230,
      "source_count": 34,
      "publisher_counts": {
        "central_bank": 4,
        "government": 225,
        "think_tank": 1
      },
      "recent7_count": 161,
      "previous_signal_score": 0.74,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.54,
          "weight": 0.32,
          "contribution": 0.1728,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.72,
          "weight": 0.23,
          "contribution": 0.1656,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料230件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.35,
          "contribution": 0.259,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.7,
          "weight": 0.25,
          "contribution": 0.175,
          "detail": "直近7日161件 / 全体230件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数69件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元34件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.25,
          "weight": 0.55,
          "contribution": 0.1375,
          "detail": "市場系資料1件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料229件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元34件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.2,
          "weight": 0.38,
          "contribution": 0.076,
          "detail": "市場系資料1件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元34件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料230件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.08,
          "contribution": 0.0592,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "生成AI・AIは、資料量230件と発信元34件で支えられています。モメンタムは直近7日の材料161件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "生成AI・AIは市場テーマとして強めに監視。直近根拠230件、発信元34件、シグナル0.74。モメンタム0.73、織り込み度0.62、レポート連動0.59、判定=監視。複数ソースで確認。候補企業はさくらインターネット(3778.T)、NTT(9432.T)、KDDI(9433.T)、東京エレクトロン(8035.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "ロボット・省人化",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.74,
      "momentum_score": 0.76,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 184,
      "source_count": 27,
      "publisher_counts": {
        "central_bank": 5,
        "government": 179
      },
      "recent7_count": 150,
      "previous_signal_score": 0.74,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.52,
          "weight": 0.32,
          "contribution": 0.1664,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.82,
          "weight": 0.23,
          "contribution": 0.1886,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.71,
          "weight": 0.23,
          "contribution": 0.1633,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料184件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元27件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.35,
          "contribution": 0.259,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8152,
          "weight": 0.25,
          "contribution": 0.2038,
          "detail": "直近7日150件 / 全体184件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数34件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元27件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料184件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元27件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元27件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料184件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.08,
          "contribution": 0.0592,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "ロボット・省人化は、資料量184件と発信元27件で支えられています。モメンタムは直近7日の材料150件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "ロボット・省人化は市場テーマとして強めに監視。直近根拠184件、発信元27件、シグナル0.74。モメンタム0.76、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業はキーエンス(6861.T)、安川電機(6506.T)、ファナック(6954.T)、オムロン(6645.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "サプライチェーン・経済安全保障",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.74,
      "momentum_score": 0.74,
      "priced_in_score": 0.7,
      "report_linkage_score": 0.72,
      "document_count": 106,
      "source_count": 20,
      "publisher_counts": {
        "central_bank": 3,
        "government": 101,
        "think_tank": 2
      },
      "recent7_count": 78,
      "previous_signal_score": 0.74,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.54,
          "weight": 0.32,
          "contribution": 0.1728,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.8,
          "weight": 0.23,
          "contribution": 0.184,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.69,
          "weight": 0.23,
          "contribution": 0.1587,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料106件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元20件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.35,
          "contribution": 0.259,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.7358,
          "weight": 0.25,
          "contribution": 0.184,
          "detail": "直近7日78件 / 全体106件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数28件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元20件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.5,
          "weight": 0.55,
          "contribution": 0.275,
          "detail": "市場系資料2件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料104件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元20件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.4,
          "weight": 0.38,
          "contribution": 0.152,
          "detail": "市場系資料2件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元20件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料106件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.74,
          "weight": 0.08,
          "contribution": 0.0592,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "サプライチェーン・経済安全保障は、資料量106件と発信元20件で支えられています。モメンタムは直近7日の材料78件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "サプライチェーン・経済安全保障は市場テーマとして強めに監視。直近根拠106件、発信元20件、シグナル0.74。モメンタム0.74、織り込み度0.70、レポート連動0.72、判定=監視。複数ソースで確認。候補企業はアドバンテスト(6857.T)、三菱電機(6503.T)、SUMCO(3436.T)、SCREENホールディングス(7735.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "スポーツ・ヘルスケア",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.73,
      "momentum_score": 0.76,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 249,
      "source_count": 36,
      "publisher_counts": {
        "government": 249
      },
      "recent7_count": 200,
      "previous_signal_score": 0.73,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.54,
          "weight": 0.32,
          "contribution": 0.1728,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.8,
          "weight": 0.23,
          "contribution": 0.184,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.66,
          "weight": 0.23,
          "contribution": 0.1518,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料249件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元36件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.73,
          "weight": 0.35,
          "contribution": 0.2555,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8032,
          "weight": 0.25,
          "contribution": 0.2008,
          "detail": "直近7日200件 / 全体249件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数49件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元36件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料249件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元36件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元36件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料249件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.73,
          "weight": 0.08,
          "contribution": 0.0584,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "スポーツ・ヘルスケアは、資料量249件と発信元36件で支えられています。モメンタムは直近7日の材料200件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "スポーツ・ヘルスケアは市場テーマとして強めに監視。直近根拠249件、発信元36件、シグナル0.73。モメンタム0.76、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業はテルモ(4543.T)、シスメックス(6869.T)、ソニーグループ(6758.T)、オムロン(6645.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "核融合・次世代エネルギー",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.73,
      "momentum_score": 0.78,
      "priced_in_score": 0.55,
      "report_linkage_score": 0.45,
      "document_count": 100,
      "source_count": 9,
      "publisher_counts": {
        "government": 100
      },
      "recent7_count": 91,
      "previous_signal_score": 0.73,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.52,
          "weight": 0.32,
          "contribution": 0.1664,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.69,
          "weight": 0.23,
          "contribution": 0.1587,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料100件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元9件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.73,
          "weight": 0.35,
          "contribution": 0.2555,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.91,
          "weight": 0.25,
          "contribution": 0.2275,
          "detail": "直近7日91件 / 全体100件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数9件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元9件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料100件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元9件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元9件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料100件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.73,
          "weight": 0.08,
          "contribution": 0.0584,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "核融合・次世代エネルギーは、資料量100件と発信元9件で支えられています。モメンタムは直近7日の材料91件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "核融合・次世代エネルギーは市場テーマとして強めに監視。直近根拠100件、発信元9件、シグナル0.73。モメンタム0.78、織り込み度0.55、レポート連動0.45、判定=買い。複数ソースで確認。候補企業は三菱重工業(7011.T)、日立製作所(6501.T)、九州電力(9508.T)、INPEX(1605.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "資産運用・市場制度",
      "action_bucket": "監視",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.72,
      "momentum_score": 0.74,
      "priced_in_score": 0.62,
      "report_linkage_score": 0.59,
      "document_count": 87,
      "source_count": 22,
      "publisher_counts": {
        "central_bank": 7,
        "government": 79,
        "think_tank": 1
      },
      "recent7_count": 67,
      "previous_signal_score": 0.72,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.51,
          "weight": 0.32,
          "contribution": 0.1632,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.81,
          "weight": 0.23,
          "contribution": 0.1863,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.67,
          "weight": 0.23,
          "contribution": 0.1541,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料87件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元22件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.72,
          "weight": 0.35,
          "contribution": 0.252,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.7701,
          "weight": 0.25,
          "contribution": 0.1925,
          "detail": "直近7日67件 / 全体87件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数20件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元22件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.25,
          "weight": 0.55,
          "contribution": 0.1375,
          "detail": "市場系資料1件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料86件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元22件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.2,
          "weight": 0.38,
          "contribution": 0.076,
          "detail": "市場系資料1件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元22件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料87件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.72,
          "weight": 0.08,
          "contribution": 0.0576,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "資産運用・市場制度は、資料量87件と発信元22件で支えられています。モメンタムは直近7日の材料67件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "資産運用・市場制度は市場テーマとして強めに監視。直近根拠87件、発信元22件、シグナル0.72。モメンタム0.74、織り込み度0.62、レポート連動0.59、判定=監視。複数ソースで確認。候補企業は三菱UFJフィナンシャル・グループ(8306.T)、野村ホールディングス(8604.T)、大和証券グループ本社(8601.T)、三井住友フィナンシャルグループ(8316.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "半導体",
      "action_bucket": "買い",
      "theme_stage": "既存テーマの強化",
      "signal_score": 0.72,
      "momentum_score": 0.76,
      "priced_in_score": 0.54,
      "report_linkage_score": 0.45,
      "document_count": 65,
      "source_count": 19,
      "publisher_counts": {
        "government": 65
      },
      "recent7_count": 53,
      "previous_signal_score": 0.72,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.51,
          "weight": 0.32,
          "contribution": 0.1632,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.8,
          "weight": 0.23,
          "contribution": 0.184,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.68,
          "weight": 0.23,
          "contribution": 0.1564,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料65件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元19件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.72,
          "weight": 0.35,
          "contribution": 0.252,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.8154,
          "weight": 0.25,
          "contribution": 0.2038,
          "detail": "直近7日53件 / 全体65件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数12件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元19件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料65件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元19件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元19件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料65件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.62,
          "weight": 0.14,
          "contribution": 0.0868,
          "detail": "既存テーマの強化"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.72,
          "weight": 0.08,
          "contribution": 0.0576,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "半導体は、資料量65件と発信元19件で支えられています。モメンタムは直近7日の材料53件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "半導体は市場テーマとして強めに監視。直近根拠65件、発信元19件、シグナル0.72。モメンタム0.76、織り込み度0.54、レポート連動0.45、判定=買い。複数ソースで確認。候補企業は東京エレクトロン(8035.T)、SUMCO(3436.T)、SCREENホールディングス(7735.T)、レーザーテック(6920.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "コンテンツ・エンタメ",
      "action_bucket": "監視",
      "theme_stage": "継続監視",
      "signal_score": 0.7,
      "momentum_score": 0.74,
      "priced_in_score": 0.51,
      "report_linkage_score": 0.45,
      "document_count": 214,
      "source_count": 33,
      "publisher_counts": {
        "government": 214
      },
      "recent7_count": 168,
      "previous_signal_score": 0.7,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.5,
          "weight": 0.32,
          "contribution": 0.16,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.8,
          "weight": 0.23,
          "contribution": 0.184,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.61,
          "weight": 0.23,
          "contribution": 0.1403,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料214件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元33件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.7,
          "weight": 0.35,
          "contribution": 0.245,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.785,
          "weight": 0.25,
          "contribution": 0.1963,
          "detail": "直近7日168件 / 全体214件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数46件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元33件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料214件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元33件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元33件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料214件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.42,
          "weight": 0.14,
          "contribution": 0.0588,
          "detail": "継続監視"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.7,
          "weight": 0.08,
          "contribution": 0.056,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "コンテンツ・エンタメは、資料量214件と発信元33件で支えられています。モメンタムは直近7日の材料168件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "コンテンツ・エンタメは継続テーマとして材料の連続性を確認。直近根拠214件、発信元33件、シグナル0.70。モメンタム0.74、織り込み度0.51、レポート連動0.45、判定=監視。複数ソースで確認。候補企業はソニーグループ(6758.T)、NTTデータグループ(9613.T)、野村総合研究所(4307.T)、SCSK(9719.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "金融政策・金利",
      "action_bucket": "監視",
      "theme_stage": "継続監視",
      "signal_score": 0.7,
      "momentum_score": 0.67,
      "priced_in_score": 0.82,
      "report_linkage_score": 1.0,
      "document_count": 199,
      "source_count": 21,
      "publisher_counts": {
        "central_bank": 12,
        "government": 183,
        "think_tank": 4
      },
      "recent7_count": 99,
      "previous_signal_score": 0.7,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.51,
          "weight": 0.32,
          "contribution": 0.1632,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.79,
          "weight": 0.23,
          "contribution": 0.1817,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.59,
          "weight": 0.23,
          "contribution": 0.1357,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料199件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元21件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.7,
          "weight": 0.35,
          "contribution": 0.245,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.4975,
          "weight": 0.25,
          "contribution": 0.1244,
          "detail": "直近7日99件 / 全体199件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数100件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元21件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 1.0,
          "weight": 0.55,
          "contribution": 0.55,
          "detail": "市場系資料4件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料195件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元21件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.8,
          "weight": 0.38,
          "contribution": 0.304,
          "detail": "市場系資料4件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元21件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料199件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.42,
          "weight": 0.14,
          "contribution": 0.0588,
          "detail": "継続監視"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.7,
          "weight": 0.08,
          "contribution": 0.056,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "金融政策・金利は、資料量199件と発信元21件で支えられています。モメンタムは直近7日の材料99件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "金融政策・金利は継続テーマとして材料の連続性を確認。直近根拠199件、発信元21件、シグナル0.70。モメンタム0.67、織り込み度0.82、レポート連動1.00、判定=監視。複数ソースで確認。候補企業は三菱UFJフィナンシャル・グループ(8306.T)、三井住友フィナンシャルグループ(8316.T)、みずほフィナンシャルグループ(8411.T)、NTTデータグループ(9613.T)。次は予算・制度・受注・業績見通しへの接続を確認する。"
    },
    {
      "theme": "マクロ・政策一般",
      "action_bucket": "リスク要因",
      "theme_stage": "継続監視",
      "signal_score": 0.61,
      "momentum_score": 0.67,
      "priced_in_score": 0.51,
      "report_linkage_score": 0.45,
      "document_count": 146,
      "source_count": 26,
      "publisher_counts": {
        "government": 146
      },
      "recent7_count": 93,
      "previous_signal_score": 0.61,
      "signal_components": [
        {
          "label": "テーマ一致",
          "raw_value": 0.35,
          "weight": 0.32,
          "contribution": 0.112,
          "detail": "資料本文がこのテーマにどれだけ直接つながるか。"
        },
        {
          "label": "政策シグナル",
          "raw_value": 0.78,
          "weight": 0.23,
          "contribution": 0.1794,
          "detail": "政府・省庁・政策資料の方向性。"
        },
        {
          "label": "市場シグナル",
          "raw_value": 0.44,
          "weight": 0.23,
          "contribution": 0.1012,
          "detail": "証券会社・運用会社・市場資料での投資テーマ性。"
        },
        {
          "label": "資料量",
          "raw_value": 1.0,
          "weight": 0.12,
          "contribution": 0.12,
          "detail": "根拠資料146件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元26件。"
        }
      ],
      "momentum_components": [
        {
          "label": "シグナル強度",
          "raw_value": 0.61,
          "weight": 0.35,
          "contribution": 0.2135,
          "detail": "そもそものテーマ強度。"
        },
        {
          "label": "直近7日比率",
          "raw_value": 0.637,
          "weight": 0.25,
          "contribution": 0.1592,
          "detail": "直近7日93件 / 全体146件。"
        },
        {
          "label": "増加感",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "直近件数と以前の件数53件の比較。"
        },
        {
          "label": "発信元幅",
          "raw_value": 1.0,
          "weight": 0.1,
          "contribution": 0.1,
          "detail": "発信元26件。"
        },
        {
          "label": "前回比プラス",
          "raw_value": 0.0,
          "weight": 0.1,
          "contribution": 0.0,
          "detail": "前回比+0.00。"
        }
      ],
      "report_linkage_components": [
        {
          "label": "市場系レポート",
          "raw_value": 0.0,
          "weight": 0.55,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "政策系資料",
          "raw_value": 1.0,
          "weight": 0.3,
          "contribution": 0.3,
          "detail": "政策系資料146件。"
        },
        {
          "label": "発信元分散",
          "raw_value": 1.0,
          "weight": 0.15,
          "contribution": 0.15,
          "detail": "発信元26件。"
        }
      ],
      "priced_in_components": [
        {
          "label": "市場の注目度",
          "raw_value": 0.0,
          "weight": 0.38,
          "contribution": 0.0,
          "detail": "市場系資料0件。"
        },
        {
          "label": "発信元の広がり",
          "raw_value": 1.0,
          "weight": 0.22,
          "contribution": 0.22,
          "detail": "発信元26件。"
        },
        {
          "label": "反復出現",
          "raw_value": 1.0,
          "weight": 0.18,
          "contribution": 0.18,
          "detail": "根拠資料146件。"
        },
        {
          "label": "テーマ成熟度",
          "raw_value": 0.42,
          "weight": 0.14,
          "contribution": 0.0588,
          "detail": "継続監視"
        },
        {
          "label": "シグナル強度",
          "raw_value": 0.61,
          "weight": 0.08,
          "contribution": 0.0488,
          "detail": "強いテーマほど市場に先に織り込まれやすい。"
        }
      ],
      "plain_explanation": "マクロ・政策一般は、資料量146件と発信元26件で支えられています。モメンタムは直近7日の材料93件が効きます。織り込み度は、市場系レポートの注目が増えるほど、人気店に行列ができて入りにくくなるイメージで上がります。",
      "strategy_view": "マクロ・政策一般は継続テーマとして材料の連続性を確認。直近根拠146件、発信元26件、シグナル0.61。モメンタム0.67、織り込み度0.51、レポート連動0.45、判定=リスク要因。複数ソースで確認。候補企業は関連企業は追加確認。次は予算・制度・受注・業績見通しへの接続を確認する。"
    }
  ],
  "companies": [
    {
      "ticker": "6501.T",
      "company_name": "日立製作所",
      "weighted_score": 88.0,
      "theme_count": 7,
      "total_evidence": 3613,
      "technology_fit_score": 0.85,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.63,
      "momentum_score": 0.77,
      "report_linkage_score": 0.61,
      "component_scores": {
        "technology_fit_score": 0.85,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.63,
        "momentum_score": 0.77,
        "report_linkage_score": 0.61,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 80.01,
      "theme_bonus": 8.0,
      "primary_theme": "スタートアップ・イノベーション",
      "primary_theme_score": 82.4,
      "top_theme_components": [
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 85.29,
          "company_max_score": 100.0,
          "evidence_count": 15,
          "matched_terms": "AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網。資料根拠15件、平均85.3、最大100.0。",
          "weighted_score": 82.4,
          "technology_fit_score": 0.9,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 82.72,
          "company_max_score": 100.0,
          "evidence_count": 28,
          "matched_terms": "AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網",
          "rationale": "人的資本・労働市場との適合語: AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網。資料根拠28件、平均82.7、最大100.0。",
          "weighted_score": 82.3,
          "technology_fit_score": 0.88,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 84.92,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "AI, DX, GX, インフラ, 地熱, 本文に企業名/別名, 次世代エネルギー, 発電, 電力網",
          "rationale": "GX・脱炭素との適合語: AI, DX, GX, インフラ, 地熱, 本文に企業名/別名, 次世代エネルギー, 発電, 電力網。資料根拠875件、平均84.9、最大100.0。",
          "weighted_score": 81.5,
          "technology_fit_score": 0.9,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 87.67,
          "company_max_score": 100.0,
          "evidence_count": 25,
          "matched_terms": "AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網",
          "rationale": "コンテンツ・エンタメとの適合語: AI, DX, GX, インフラ, 地熱, 次世代エネルギー, 発電, 電力網。資料根拠25件、平均87.7、最大100.0。",
          "weighted_score": 80.4,
          "technology_fit_score": 0.92,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.97,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 85.27,
          "company_max_score": 94.0,
          "evidence_count": 197,
          "matched_terms": "地熱, 本文に企業名/別名, 核融合, 次世代エネルギー, 発電, 電力網",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: 地熱, 核融合, 次世代エネルギー, 発電。補助語: 電力網。資料根拠197件、平均85.3、最大94.0。",
          "weighted_score": 79.1,
          "technology_fit_score": 0.86,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.93,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "日立製作所は7テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均80.0に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "日立製作所はスタートアップ・イノベーション、人的資本・労働市場、GX・脱炭素で複数テーマにまたがる中核候補。総合スコア88.0、関連テーマ7件、根拠3613件。技術適合0.85、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.63。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9719.T",
      "company_name": "SCSK",
      "weighted_score": 86.8,
      "theme_count": 4,
      "total_evidence": 410,
      "technology_fit_score": 0.79,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.63,
      "momentum_score": 0.77,
      "report_linkage_score": 0.62,
      "component_scores": {
        "technology_fit_score": 0.79,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.63,
        "momentum_score": 0.77,
        "report_linkage_score": 0.62,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 78.77,
      "theme_bonus": 8.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 82.6,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 91.21,
          "company_max_score": 100.0,
          "evidence_count": 29,
          "matched_terms": "DX, クラウド, サイバーセキュリティ, 金融システム",
          "rationale": "人的資本・労働市場との適合語: DX, クラウド, サイバーセキュリティ, 金融システム。資料根拠29件、平均91.2、最大100.0。",
          "weighted_score": 82.6,
          "technology_fit_score": 0.88,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.98,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 83.93,
          "company_max_score": 95.9,
          "evidence_count": 12,
          "matched_terms": "DX, クラウド, 金融システム",
          "rationale": "スタートアップ・イノベーションとの適合語: DX, クラウド, 金融システム。資料根拠12件、平均83.9、最大95.9。",
          "weighted_score": 80.1,
          "technology_fit_score": 0.81,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 88.12,
          "company_max_score": 100.0,
          "evidence_count": 25,
          "matched_terms": "DX, クラウド, サイバーセキュリティ, 金融システム",
          "rationale": "コンテンツ・エンタメとの適合語: DX, クラウド, サイバーセキュリティ, 金融システム。資料根拠25件、平均88.1、最大100.0。",
          "weighted_score": 79.1,
          "technology_fit_score": 0.86,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.97,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 50.91,
          "company_max_score": 100.0,
          "evidence_count": 344,
          "matched_terms": "DX, クラウド, サイバーセキュリティ, 本文に企業名/別名, 金融システム",
          "rationale": "サイバーセキュリティとの適合語: DX, クラウド, サイバーセキュリティ, 本文に企業名/別名, 金融システム。資料根拠344件、平均50.9、最大100.0。",
          "weighted_score": 73.3,
          "technology_fit_score": 0.62,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "SCSKは4テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均78.8に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "SCSKは人的資本・労働市場、スタートアップ・イノベーション、コンテンツ・エンタメで複数テーマにまたがる中核候補。総合スコア86.8、関連テーマ4件、根拠410件。技術適合0.79、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.63。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9613.T",
      "company_name": "NTTデータグループ",
      "weighted_score": 85.0,
      "theme_count": 9,
      "total_evidence": 4601,
      "technology_fit_score": 0.77,
      "revenue_sensitivity_score": 0.85,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.64,
      "momentum_score": 0.75,
      "report_linkage_score": 0.63,
      "component_scores": {
        "technology_fit_score": 0.77,
        "revenue_sensitivity_score": 0.85,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.64,
        "momentum_score": 0.75,
        "report_linkage_score": 0.63,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 77.0,
      "theme_bonus": 8.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 83.6,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 94.67,
          "company_max_score": 100.0,
          "evidence_count": 29,
          "matched_terms": "AI, DX, サイバーセキュリティ, 公共DX, 金融システム",
          "rationale": "人的資本・労働市場との適合語: AI, DX, サイバーセキュリティ, 公共DX, 金融システム。資料根拠29件、平均94.7、最大100.0。",
          "weighted_score": 83.6,
          "technology_fit_score": 0.92,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.99,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 95.95,
          "company_max_score": 100.0,
          "evidence_count": 15,
          "matched_terms": "AI, DX, サイバーセキュリティ, 公共DX, 金融システム",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, DX, サイバーセキュリティ, 公共DX, 金融システム。資料根拠15件、平均96.0、最大100.0。",
          "weighted_score": 83.5,
          "technology_fit_score": 0.93,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.99,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 95.7,
          "company_max_score": 100.0,
          "evidence_count": 25,
          "matched_terms": "AI, DX, サイバーセキュリティ, 公共DX, 金融システム",
          "rationale": "コンテンツ・エンタメとの適合語: AI, DX, サイバーセキュリティ, 公共DX, 金融システム。資料根拠25件、平均95.7、最大100.0。",
          "weighted_score": 80.9,
          "technology_fit_score": 0.93,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.99,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "バイオ・医療技術",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 30,
          "company_avg_score": 52.6,
          "company_max_score": 100.0,
          "evidence_count": 667,
          "matched_terms": "AI, DX, サイバーセキュリティ, 公共DX, 本文に企業名/別名, 金融システム",
          "rationale": "バイオ・医療技術との適合語: AI, DX, サイバーセキュリティ, 公共DX, 本文に企業名/別名, 金融システム。資料根拠667件、平均52.6、最大100.0。",
          "weighted_score": 75.2,
          "technology_fit_score": 0.65,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.7,
          "momentum_score": 0.76,
          "report_linkage_score": 0.72
        },
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 52.01,
          "company_max_score": 100.0,
          "evidence_count": 1609,
          "matched_terms": "AI, DX, サイバーセキュリティ, 公共DX, 本文に企業名/別名, 金融システム",
          "rationale": "金融政策・金利との適合語: AI, DX, サイバーセキュリティ, 公共DX, 本文に企業名/別名, 金融システム。資料根拠1609件、平均52.0、最大100.0。",
          "weighted_score": 74.7,
          "technology_fit_score": 0.64,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        }
      ],
      "plain_explanation": "NTTデータグループは9テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均77.0に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "NTTデータグループは人的資本・労働市場、スタートアップ・イノベーション、コンテンツ・エンタメで複数テーマにまたがる中核候補。総合スコア85.0、関連テーマ9件、根拠4601件。技術適合0.77、収益感応0.85、政策追い風0.82、競争優位1.00、モメンタム0.75、織り込み0.64。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "7011.T",
      "company_name": "三菱重工業",
      "weighted_score": 85.0,
      "theme_count": 3,
      "total_evidence": 1765,
      "technology_fit_score": 0.84,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.57,
      "momentum_score": 0.77,
      "report_linkage_score": 0.5,
      "component_scores": {
        "technology_fit_score": 0.84,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.57,
        "momentum_score": 0.77,
        "report_linkage_score": 0.5,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 79.0,
      "theme_bonus": 6.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 80.7,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 80.43,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "エネルギー, 地熱, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 発電, 防衛",
          "rationale": "GX・脱炭素との適合語: エネルギー, 地熱, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 発電, 防衛。資料根拠875件、平均80.4、最大100.0。",
          "weighted_score": 80.7,
          "technology_fit_score": 0.87,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.95,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 88.55,
          "company_max_score": 94.0,
          "evidence_count": 197,
          "matched_terms": "エネルギー, 原子力, 地熱, 本文に企業名/別名, 核融合, 次世代エネルギー, 発電",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: エネルギー, 原子力, 地熱, 核融合, 次世代エネルギー, 発電。補助語: なし。資料根拠197件、平均88.5、最大94.0。",
          "weighted_score": 80.2,
          "technology_fit_score": 0.9,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 61.53,
          "company_max_score": 100.0,
          "evidence_count": 693,
          "matched_terms": "エネルギー, 地熱, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 発電, 防衛",
          "rationale": "防衛・宇宙との適合語: エネルギー, 地熱, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 発電, 防衛。資料根拠693件、平均61.5、最大100.0。",
          "weighted_score": 76.1,
          "technology_fit_score": 0.74,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "三菱重工業は3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均79.0に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "三菱重工業はGX・脱炭素、核融合・次世代エネルギー、防衛・宇宙で複数テーマにまたがる中核候補。総合スコア85.0、関連テーマ3件、根拠1765件。技術適合0.84、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.57。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "8411.T",
      "company_name": "みずほフィナンシャルグループ",
      "weighted_score": 84.8,
      "theme_count": 3,
      "total_evidence": 1908,
      "technology_fit_score": 0.79,
      "revenue_sensitivity_score": 0.87,
      "policy_tailwind_score": 0.81,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.74,
      "momentum_score": 0.73,
      "report_linkage_score": 0.82,
      "component_scores": {
        "technology_fit_score": 0.79,
        "revenue_sensitivity_score": 0.87,
        "policy_tailwind_score": 0.81,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.74,
        "momentum_score": 0.73,
        "report_linkage_score": 0.82,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 78.77,
      "theme_bonus": 6.0,
      "primary_theme": "資産運用・市場制度",
      "primary_theme_score": 80.5,
      "top_theme_components": [
        {
          "theme": "資産運用・市場制度",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 22,
          "company_avg_score": 91.73,
          "company_max_score": 100.0,
          "evidence_count": 14,
          "matched_terms": "政策金融, 本文に企業名/別名, 金利, 金融",
          "rationale": "資産運用・市場制度との適合語: 政策金融, 本文に企業名/別名, 金利, 金融。資料根拠14件、平均91.7、最大100.0。",
          "weighted_score": 80.5,
          "technology_fit_score": 0.88,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.98,
          "priced_in_score": 0.62,
          "momentum_score": 0.74,
          "report_linkage_score": 0.59
        },
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 82.2,
          "company_max_score": 90.3,
          "evidence_count": 25,
          "matched_terms": "政策金融, 金利, 金融",
          "rationale": "人的資本・労働市場との適合語: 政策金融, 金利, 金融。資料根拠25件、平均82.2、最大90.3。",
          "weighted_score": 79.3,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 64.35,
          "company_max_score": 100.0,
          "evidence_count": 1869,
          "matched_terms": "政策金融, 本文に企業名/別名, 金利, 金融",
          "rationale": "金融政策・金利との適合語: 政策金融, 本文に企業名/別名, 金利, 金融。資料根拠1869件、平均64.3、最大100.0。",
          "weighted_score": 76.5,
          "technology_fit_score": 0.7,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        }
      ],
      "plain_explanation": "みずほフィナンシャルグループは3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均78.8に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "みずほフィナンシャルグループは資産運用・市場制度、人的資本・労働市場、金融政策・金利で複数テーマにまたがる中核候補。総合スコア84.8、関連テーマ3件、根拠1908件。技術適合0.79、収益感応0.87、政策追い風0.81、競争優位1.00、モメンタム0.73、織り込み0.74。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6701.T",
      "company_name": "NEC",
      "weighted_score": 84.5,
      "theme_count": 7,
      "total_evidence": 3014,
      "technology_fit_score": 0.72,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.59,
      "momentum_score": 0.77,
      "report_linkage_score": 0.53,
      "component_scores": {
        "technology_fit_score": 0.72,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.59,
        "momentum_score": 0.77,
        "report_linkage_score": 0.53,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.49,
      "theme_bonus": 8.0,
      "primary_theme": "スタートアップ・イノベーション",
      "primary_theme_score": 80.0,
      "top_theme_components": [
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 78.72,
          "company_max_score": 100.0,
          "evidence_count": 13,
          "matched_terms": "AI, サイバーセキュリティ, 通信, 防衛",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, サイバーセキュリティ, 通信, 防衛。資料根拠13件、平均78.7、最大100.0。",
          "weighted_score": 80.0,
          "technology_fit_score": 0.8,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.95,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 81.9,
          "company_max_score": 100.0,
          "evidence_count": 21,
          "matched_terms": "AI, サイバーセキュリティ, 通信, 防衛",
          "rationale": "コンテンツ・エンタメとの適合語: AI, サイバーセキュリティ, 通信, 防衛。資料根拠21件、平均81.9、最大100.0。",
          "weighted_score": 77.9,
          "technology_fit_score": 0.82,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.95,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "量子・次世代計算",
          "theme_signal_score": 0.8,
          "theme_stage": "既存テーマの強化",
          "source_count": 7,
          "company_avg_score": 62.69,
          "company_max_score": 100.0,
          "evidence_count": 58,
          "matched_terms": "AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 量子, 防衛",
          "rationale": "量子・次世代計算との適合語: AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 量子, 防衛。資料根拠58件、平均62.7、最大100.0。",
          "weighted_score": 76.9,
          "technology_fit_score": 0.72,
          "revenue_sensitivity_score": 0.9,
          "policy_tailwind_score": 0.85,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 64.31,
          "company_max_score": 100.0,
          "evidence_count": 533,
          "matched_terms": "AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 量子, 防衛",
          "rationale": "サイバーセキュリティとの適合語: AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 量子, 防衛。資料根拠533件、平均64.3、最大100.0。",
          "weighted_score": 76.2,
          "technology_fit_score": 0.73,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サプライチェーン・経済安全保障",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 20,
          "company_avg_score": 58.17,
          "company_max_score": 100.0,
          "evidence_count": 237,
          "matched_terms": "AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 防衛",
          "rationale": "サプライチェーン・経済安全保障との適合語: AI, サイバーセキュリティ, 本文に企業名/別名, 通信, 防衛。資料根拠237件、平均58.2、最大100.0。",
          "weighted_score": 75.4,
          "technology_fit_score": 0.67,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.7,
          "momentum_score": 0.74,
          "report_linkage_score": 0.72
        }
      ],
      "plain_explanation": "NECは7テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.5に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "NECはスタートアップ・イノベーション、コンテンツ・エンタメ、量子・次世代計算で複数テーマにまたがる中核候補。総合スコア84.5、関連テーマ7件、根拠3014件。技術適合0.72、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.59。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "4307.T",
      "company_name": "野村総合研究所",
      "weighted_score": 84.5,
      "theme_count": 7,
      "total_evidence": 2576,
      "technology_fit_score": 0.76,
      "revenue_sensitivity_score": 0.84,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.64,
      "momentum_score": 0.76,
      "report_linkage_score": 0.63,
      "component_scores": {
        "technology_fit_score": 0.76,
        "revenue_sensitivity_score": 0.84,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.64,
        "momentum_score": 0.76,
        "report_linkage_score": 0.63,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.5,
      "theme_bonus": 8.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 81.2,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 86.41,
          "company_max_score": 95.9,
          "evidence_count": 29,
          "matched_terms": "AI, DX, サイバーセキュリティ, 金融システム",
          "rationale": "人的資本・労働市場との適合語: AI, DX, サイバーセキュリティ, 金融システム。資料根拠29件、平均86.4、最大95.9。",
          "weighted_score": 81.2,
          "technology_fit_score": 0.84,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.95,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 87.57,
          "company_max_score": 95.9,
          "evidence_count": 15,
          "matched_terms": "AI, DX, サイバーセキュリティ, 金融システム",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, DX, サイバーセキュリティ, 金融システム。資料根拠15件、平均87.6、最大95.9。",
          "weighted_score": 81.1,
          "technology_fit_score": 0.85,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.95,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 88.12,
          "company_max_score": 100.0,
          "evidence_count": 25,
          "matched_terms": "AI, DX, サイバーセキュリティ, 金融システム",
          "rationale": "コンテンツ・エンタメとの適合語: AI, DX, サイバーセキュリティ, 金融システム。資料根拠25件、平均88.1、最大100.0。",
          "weighted_score": 79.1,
          "technology_fit_score": 0.86,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.97,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 50.54,
          "company_max_score": 100.0,
          "evidence_count": 1485,
          "matched_terms": "AI, DX, サイバーセキュリティ, 本文に企業名/別名, 金融システム",
          "rationale": "金融政策・金利との適合語: AI, DX, サイバーセキュリティ, 本文に企業名/別名, 金融システム。資料根拠1485件、平均50.5、最大100.0。",
          "weighted_score": 74.3,
          "technology_fit_score": 0.62,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 55.21,
          "company_max_score": 100.0,
          "evidence_count": 458,
          "matched_terms": "AI, DX, サイバーセキュリティ, 本文に企業名/別名, 金融システム",
          "rationale": "サイバーセキュリティとの適合語: AI, DX, サイバーセキュリティ, 本文に企業名/別名, 金融システム。資料根拠458件、平均55.2、最大100.0。",
          "weighted_score": 74.1,
          "technology_fit_score": 0.65,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "野村総合研究所は7テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.5に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "野村総合研究所は人的資本・労働市場、スタートアップ・イノベーション、コンテンツ・エンタメで複数テーマにまたがる中核候補。総合スコア84.5、関連テーマ7件、根拠2576件。技術適合0.76、収益感応0.84、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.64。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9984.T",
      "company_name": "ソフトバンクグループ",
      "weighted_score": 84.0,
      "theme_count": 4,
      "total_evidence": 3566,
      "technology_fit_score": 0.72,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.6,
      "momentum_score": 0.76,
      "report_linkage_score": 0.55,
      "component_scores": {
        "technology_fit_score": 0.72,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.6,
        "momentum_score": 0.76,
        "report_linkage_score": 0.55,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.03,
      "theme_bonus": 8.0,
      "primary_theme": "スタートアップ・イノベーション",
      "primary_theme_score": 78.1,
      "top_theme_components": [
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 65.72,
          "company_max_score": 100.0,
          "evidence_count": 1392,
          "matched_terms": "AI, VC, スタートアップ, 半導体, 投資, 本文に企業名/別名",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, VC, スタートアップ, 半導体, 投資, 本文に企業名/別名。資料根拠1392件、平均65.7、最大100.0。",
          "weighted_score": 78.1,
          "technology_fit_score": 0.74,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "生成AI・AI",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 60.34,
          "company_max_score": 100.0,
          "evidence_count": 1305,
          "matched_terms": "AI, VC, スタートアップ, ロボット, 半導体, 投資, 本文に企業名/別名",
          "rationale": "生成AI・AIとの適合語: AI, VC, スタートアップ, ロボット, 半導体, 投資, 本文に企業名/別名。資料根拠1305件、平均60.3、最大100.0。",
          "weighted_score": 75.9,
          "technology_fit_score": 0.72,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.62,
          "momentum_score": 0.73,
          "report_linkage_score": 0.59
        },
        {
          "theme": "ロボット・省人化",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 27,
          "company_avg_score": 66.59,
          "company_max_score": 94.0,
          "evidence_count": 370,
          "matched_terms": "AI, ロボット, 半導体, 本文に企業名/別名",
          "rationale": "ロボット・省人化との適合語: AI, ロボット, 半導体, 本文に企業名/別名。資料根拠370件、平均66.6、最大94.0。",
          "weighted_score": 75.1,
          "technology_fit_score": 0.7,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        },
        {
          "theme": "半導体",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 19,
          "company_avg_score": 59.47,
          "company_max_score": 100.0,
          "evidence_count": 499,
          "matched_terms": "AI, VC, スタートアップ, ロボット, 半導体, 投資, 本文に企業名/別名",
          "rationale": "半導体との適合語: AI, VC, スタートアップ, ロボット, 半導体, 投資, 本文に企業名/別名。資料根拠499件、平均59.5、最大100.0。",
          "weighted_score": 75.0,
          "technology_fit_score": 0.71,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.54,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "ソフトバンクグループは4テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.0に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "ソフトバンクグループはスタートアップ・イノベーション、生成AI・AI、ロボット・省人化で複数テーマにまたがる中核候補。総合スコア84.0、関連テーマ4件、根拠3566件。技術適合0.72、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.60。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6098.T",
      "company_name": "リクルートホールディングス",
      "weighted_score": 83.8,
      "theme_count": 1,
      "total_evidence": 2833,
      "technology_fit_score": 0.86,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.77,
      "momentum_score": 0.77,
      "report_linkage_score": 0.86,
      "component_scores": {
        "technology_fit_score": 0.86,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.77,
        "momentum_score": 0.77,
        "report_linkage_score": 0.86,
        "theme_bonus": 2.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 81.8,
      "theme_bonus": 2.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 81.8,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 84.27,
          "company_max_score": 100.0,
          "evidence_count": 2833,
          "matched_terms": "リスキリング, 人材, 人的資本, 労働市場, 採用, 本文に企業名/別名",
          "rationale": "人的資本・労働市場との適合語: リスキリング, 人材, 人的資本, 労働市場, 採用, 本文に企業名/別名。資料根拠2833件、平均84.3、最大100.0。",
          "weighted_score": 81.8,
          "technology_fit_score": 0.86,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        }
      ],
      "plain_explanation": "リクルートホールディングスは1テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均81.8に、複数テーマ接続ボーナス2.0と人間フィードバックを反映します。",
      "strategy_view": "リクルートホールディングスは人的資本・労働市場で強いテーマに接続する重点候補。総合スコア83.8、関連テーマ1件、根拠2833件。技術適合0.86、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.77。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "2181.T",
      "company_name": "パーソルホールディングス",
      "weighted_score": 83.8,
      "theme_count": 1,
      "total_evidence": 2833,
      "technology_fit_score": 0.86,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.77,
      "momentum_score": 0.77,
      "report_linkage_score": 0.86,
      "component_scores": {
        "technology_fit_score": 0.86,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.77,
        "momentum_score": 0.77,
        "report_linkage_score": 0.86,
        "theme_bonus": 2.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 81.8,
      "theme_bonus": 2.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 81.8,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 84.0,
          "company_max_score": 100.0,
          "evidence_count": 2833,
          "matched_terms": "リスキリング, 人材, 人的資本, 労働市場, 採用, 本文に企業名/別名",
          "rationale": "人的資本・労働市場との適合語: リスキリング, 人材, 人的資本, 労働市場, 採用, 本文に企業名/別名。資料根拠2833件、平均84.0、最大100.0。",
          "weighted_score": 81.8,
          "technology_fit_score": 0.86,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        }
      ],
      "plain_explanation": "パーソルホールディングスは1テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均81.8に、複数テーマ接続ボーナス2.0と人間フィードバックを反映します。",
      "strategy_view": "パーソルホールディングスは人的資本・労働市場で強いテーマに接続する重点候補。総合スコア83.8、関連テーマ1件、根拠2833件。技術適合0.86、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.77。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9508.T",
      "company_name": "九州電力",
      "weighted_score": 83.3,
      "theme_count": 2,
      "total_evidence": 1072,
      "technology_fit_score": 0.84,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.78,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.84,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.78,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 79.35,
      "theme_bonus": 4.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 80.8,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 85.51,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "GX, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 電力",
          "rationale": "GX・脱炭素との適合語: GX, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 電力。資料根拠875件、平均85.5、最大100.0。",
          "weighted_score": 80.8,
          "technology_fit_score": 0.87,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 78.6,
          "company_max_score": 94.0,
          "evidence_count": 197,
          "matched_terms": "再生可能エネルギー, 原子力, 地熱, 地熱発電, 本文に企業名/別名, 電力",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: 原子力, 地熱, 地熱発電。補助語: 再生可能エネルギー, 電力。資料根拠197件、平均78.6、最大94.0。",
          "weighted_score": 77.9,
          "technology_fit_score": 0.81,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.92,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "九州電力は2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均79.3に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "九州電力はGX・脱炭素、核融合・次世代エネルギーで強いテーマに接続する重点候補。総合スコア83.3、関連テーマ2件、根拠1072件。技術適合0.84、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.78、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "1605.T",
      "company_name": "INPEX",
      "weighted_score": 82.8,
      "theme_count": 2,
      "total_evidence": 1072,
      "technology_fit_score": 0.82,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.78,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.82,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.78,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 78.8,
      "theme_bonus": 4.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 80.8,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 84.56,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "エネルギー, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 水素",
          "rationale": "GX・脱炭素との適合語: エネルギー, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 水素。資料根拠875件、平均84.6、最大100.0。",
          "weighted_score": 80.8,
          "technology_fit_score": 0.87,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 74.8,
          "company_max_score": 94.0,
          "evidence_count": 197,
          "matched_terms": "エネルギー, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: エネルギー, 地熱, 地熱発電。補助語: 再生可能エネルギー。資料根拠197件、平均74.8、最大94.0。",
          "weighted_score": 76.8,
          "technology_fit_score": 0.77,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "INPEXは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均78.8に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "INPEXはGX・脱炭素、核融合・次世代エネルギーで強いテーマに接続する重点候補。総合スコア82.8、関連テーマ2件、根拠1072件。技術適合0.82、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.78、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9513.T",
      "company_name": "電源開発",
      "weighted_score": 82.5,
      "theme_count": 2,
      "total_evidence": 1072,
      "technology_fit_score": 0.81,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.78,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.81,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.78,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 78.5,
      "theme_bonus": 4.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 80.8,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 85.02,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "GX, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 電力",
          "rationale": "GX・脱炭素との適合語: GX, 再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 電力。資料根拠875件、平均85.0、最大100.0。",
          "weighted_score": 80.8,
          "technology_fit_score": 0.87,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.96,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 71.72,
          "company_max_score": 94.0,
          "evidence_count": 197,
          "matched_terms": "再生可能エネルギー, 地熱, 地熱発電, 本文に企業名/別名, 電力",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: 地熱, 地熱発電。補助語: 再生可能エネルギー, 電力。資料根拠197件、平均71.7、最大94.0。",
          "weighted_score": 76.2,
          "technology_fit_score": 0.75,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "電源開発は2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均78.5に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "電源開発はGX・脱炭素、核融合・次世代エネルギーで強いテーマに接続する重点候補。総合スコア82.5、関連テーマ2件、根拠1072件。技術適合0.81、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.78、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6702.T",
      "company_name": "富士通",
      "weighted_score": 82.3,
      "theme_count": 3,
      "total_evidence": 100,
      "technology_fit_score": 0.73,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.83,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.59,
      "momentum_score": 0.77,
      "report_linkage_score": 0.54,
      "component_scores": {
        "technology_fit_score": 0.73,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.83,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.59,
        "momentum_score": 0.77,
        "report_linkage_score": 0.54,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.27,
      "theme_bonus": 6.0,
      "primary_theme": "スタートアップ・イノベーション",
      "primary_theme_score": 78.0,
      "top_theme_components": [
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 81.82,
          "company_max_score": 84.5,
          "evidence_count": 14,
          "matched_terms": "AI, DX",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, DX。資料根拠14件、平均81.8、最大84.5。",
          "weighted_score": 78.0,
          "technology_fit_score": 0.76,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "量子・次世代計算",
          "theme_signal_score": 0.8,
          "theme_stage": "既存テーマの強化",
          "source_count": 7,
          "company_avg_score": 65.01,
          "company_max_score": 90.7,
          "evidence_count": 62,
          "matched_terms": "AI, スーパーコンピュータ, 本文に企業名/別名, 量子",
          "rationale": "量子・次世代計算との適合語: AI, スーパーコンピュータ, 本文に企業名/別名, 量子。資料根拠62件、平均65.0、最大90.7。",
          "weighted_score": 75.4,
          "technology_fit_score": 0.68,
          "revenue_sensitivity_score": 0.9,
          "policy_tailwind_score": 0.85,
          "competitive_edge_score": 0.87,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        },
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 82.14,
          "company_max_score": 84.6,
          "evidence_count": 24,
          "matched_terms": "AI, DX",
          "rationale": "コンテンツ・エンタメとの適合語: AI, DX。資料根拠24件、平均82.1、最大84.6。",
          "weighted_score": 75.4,
          "technology_fit_score": 0.76,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "富士通は3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.3に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "富士通はスタートアップ・イノベーション、量子・次世代計算、コンテンツ・エンタメで複数テーマにまたがる中核候補。総合スコア82.3、関連テーマ3件、根拠100件。技術適合0.73、収益感応0.88、政策追い風0.83、競争優位1.00、モメンタム0.77、織り込み0.59。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6758.T",
      "company_name": "ソニーグループ",
      "weighted_score": 82.0,
      "theme_count": 10,
      "total_evidence": 5927,
      "technology_fit_score": 0.65,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.6,
      "momentum_score": 0.76,
      "report_linkage_score": 0.55,
      "component_scores": {
        "technology_fit_score": 0.65,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.6,
        "momentum_score": 0.76,
        "report_linkage_score": 0.55,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 73.99,
      "theme_bonus": 8.0,
      "primary_theme": "スタートアップ・イノベーション",
      "primary_theme_score": 78.6,
      "top_theme_components": [
        {
          "theme": "スタートアップ・イノベーション",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 42,
          "company_avg_score": 77.97,
          "company_max_score": 91.4,
          "evidence_count": 14,
          "matched_terms": "AI, エンタメ, センサー, 半導体",
          "rationale": "スタートアップ・イノベーションとの適合語: AI, エンタメ, センサー, 半導体。資料根拠14件、平均78.0、最大91.4。",
          "weighted_score": 78.6,
          "technology_fit_score": 0.77,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.7,
          "momentum_score": 0.78,
          "report_linkage_score": 0.72
        },
        {
          "theme": "ロボット・省人化",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 27,
          "company_avg_score": 64.54,
          "company_max_score": 98.3,
          "evidence_count": 424,
          "matched_terms": "AI, センサー, ロボット, 半導体, 本文に企業名/別名",
          "rationale": "ロボット・省人化との適合語: AI, センサー, ロボット, 半導体, 本文に企業名/別名。資料根拠424件、平均64.5、最大98.3。",
          "weighted_score": 75.5,
          "technology_fit_score": 0.71,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 58.14,
          "company_max_score": 98.3,
          "evidence_count": 1320,
          "matched_terms": "AI, エンタメ, センサー, ロボット, 半導体, 本文に企業名/別名",
          "rationale": "生成AI・AIとの適合語: AI, エンタメ, センサー, ロボット, 半導体, 本文に企業名/別名。資料根拠1320件、平均58.1、最大98.3。",
          "weighted_score": 74.9,
          "technology_fit_score": 0.68,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.62,
          "momentum_score": 0.73,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 30,
          "company_avg_score": 54.16,
          "company_max_score": 93.6,
          "evidence_count": 727,
          "matched_terms": "AI, エンタメ, センサー, 半導体, 本文に企業名/別名",
          "rationale": "バイオ・医療技術との適合語: AI, エンタメ, センサー, 半導体, 本文に企業名/別名。資料根拠727件、平均54.2、最大93.6。",
          "weighted_score": 74.3,
          "technology_fit_score": 0.63,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.85,
          "priced_in_score": 0.7,
          "momentum_score": 0.76,
          "report_linkage_score": 0.72
        },
        {
          "theme": "半導体",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 19,
          "company_avg_score": 57.4,
          "company_max_score": 98.3,
          "evidence_count": 506,
          "matched_terms": "AI, センサー, ロボット, 半導体, 本文に企業名/別名",
          "rationale": "半導体との適合語: AI, センサー, ロボット, 半導体, 本文に企業名/別名。資料根拠506件、平均57.4、最大98.3。",
          "weighted_score": 73.8,
          "technology_fit_score": 0.66,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.54,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "ソニーグループは10テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均74.0に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "ソニーグループはスタートアップ・イノベーション、ロボット・省人化、生成AI・AIで複数テーマにまたがる中核候補。総合スコア82.0、関連テーマ10件、根拠5927件。技術適合0.65、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.60。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "4194.T",
      "company_name": "ビジョナル",
      "weighted_score": 81.8,
      "theme_count": 1,
      "total_evidence": 2833,
      "technology_fit_score": 0.78,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.77,
      "momentum_score": 0.77,
      "report_linkage_score": 0.86,
      "component_scores": {
        "technology_fit_score": 0.78,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.77,
        "momentum_score": 0.77,
        "report_linkage_score": 0.86,
        "theme_bonus": 2.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 79.8,
      "theme_bonus": 2.0,
      "primary_theme": "人的資本・労働市場",
      "primary_theme_score": 79.8,
      "top_theme_components": [
        {
          "theme": "人的資本・労働市場",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 45,
          "company_avg_score": 74.22,
          "company_max_score": 100.0,
          "evidence_count": 2833,
          "matched_terms": "人材, 人的資本, 労働市場, 採用, 本文に企業名/別名",
          "rationale": "人的資本・労働市場との適合語: 人材, 人的資本, 労働市場, 採用, 本文に企業名/別名。資料根拠2833件、平均74.2、最大100.0。",
          "weighted_score": 79.8,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.77,
          "momentum_score": 0.77,
          "report_linkage_score": 0.86
        }
      ],
      "plain_explanation": "ビジョナルは1テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均79.8に、複数テーマ接続ボーナス2.0と人間フィードバックを反映します。",
      "strategy_view": "ビジョナルは人的資本・労働市場で強いテーマに接続する重点候補。総合スコア81.8、関連テーマ1件、根拠2833件。技術適合0.78、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.77。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "7013.T",
      "company_name": "IHI",
      "weighted_score": 81.6,
      "theme_count": 3,
      "total_evidence": 1243,
      "technology_fit_score": 0.72,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.55,
      "momentum_score": 0.77,
      "report_linkage_score": 0.45,
      "component_scores": {
        "technology_fit_score": 0.72,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.55,
        "momentum_score": 0.77,
        "report_linkage_score": 0.45,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 75.63,
      "theme_bonus": 6.0,
      "primary_theme": "防衛・宇宙",
      "primary_theme_score": 77.1,
      "top_theme_components": [
        {
          "theme": "防衛・宇宙",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 68.57,
          "company_max_score": 100.0,
          "evidence_count": 746,
          "matched_terms": "アンモニア, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 航空, 防衛",
          "rationale": "防衛・宇宙との適合語: アンモニア, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 航空, 防衛。資料根拠746件、平均68.6、最大100.0。",
          "weighted_score": 77.1,
          "technology_fit_score": 0.77,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.92,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 55.97,
          "company_max_score": 100.0,
          "evidence_count": 305,
          "matched_terms": "アンモニア, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 航空, 防衛",
          "rationale": "サイバーセキュリティとの適合語: アンモニア, 宇宙, 本文に企業名/別名, 次世代エネルギー, 水素, 航空, 防衛。資料根拠305件、平均56.0、最大100.0。",
          "weighted_score": 75.0,
          "technology_fit_score": 0.69,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 67.87,
          "company_max_score": 94.0,
          "evidence_count": 192,
          "matched_terms": "本文に企業名/別名, 核融合, 次世代エネルギー",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: 核融合, 次世代エネルギー。補助語: なし。資料根拠192件、平均67.9、最大94.0。",
          "weighted_score": 74.8,
          "technology_fit_score": 0.69,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "IHIは3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均75.6に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "IHIは防衛・宇宙、サイバーセキュリティ、核融合・次世代エネルギーで複数テーマにまたがる中核候補。総合スコア81.6、関連テーマ3件、根拠1243件。技術適合0.72、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.77、織り込み0.55。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "8306.T",
      "company_name": "三菱UFJフィナンシャル・グループ",
      "weighted_score": 81.5,
      "theme_count": 2,
      "total_evidence": 3486,
      "technology_fit_score": 0.76,
      "revenue_sensitivity_score": 0.86,
      "policy_tailwind_score": 0.81,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.72,
      "momentum_score": 0.71,
      "report_linkage_score": 0.79,
      "component_scores": {
        "technology_fit_score": 0.76,
        "revenue_sensitivity_score": 0.86,
        "policy_tailwind_score": 0.81,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.72,
        "momentum_score": 0.71,
        "report_linkage_score": 0.79,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 77.5,
      "theme_bonus": 4.0,
      "primary_theme": "金融政策・金利",
      "primary_theme_score": 78.8,
      "top_theme_components": [
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 74.56,
          "company_max_score": 100.0,
          "evidence_count": 1873,
          "matched_terms": "フィンテック, 本文に企業名/別名, 資産運用, 金利, 金融",
          "rationale": "金融政策・金利との適合語: フィンテック, 本文に企業名/別名, 資産運用, 金利, 金融。資料根拠1873件、平均74.6、最大100.0。",
          "weighted_score": 78.8,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        },
        {
          "theme": "資産運用・市場制度",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 22,
          "company_avg_score": 67.4,
          "company_max_score": 100.0,
          "evidence_count": 1613,
          "matched_terms": "フィンテック, 本文に企業名/別名, 資産運用, 金利, 金融",
          "rationale": "資産運用・市場制度との適合語: フィンテック, 本文に企業名/別名, 資産運用, 金利, 金融。資料根拠1613件、平均67.4、最大100.0。",
          "weighted_score": 76.2,
          "technology_fit_score": 0.73,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.92,
          "priced_in_score": 0.62,
          "momentum_score": 0.74,
          "report_linkage_score": 0.59
        }
      ],
      "plain_explanation": "三菱UFJフィナンシャル・グループは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均77.5に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "三菱UFJフィナンシャル・グループは金融政策・金利、資産運用・市場制度でテーマ適合を継続確認する候補。総合スコア81.5、関連テーマ2件、根拠3486件。技術適合0.76、収益感応0.86、政策追い風0.81、競争優位1.00、モメンタム0.71、織り込み0.72。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9503.T",
      "company_name": "関西電力",
      "weighted_score": 81.5,
      "theme_count": 2,
      "total_evidence": 1025,
      "technology_fit_score": 0.77,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.78,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.77,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.78,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 77.5,
      "theme_bonus": 4.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 79.0,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 76.83,
          "company_max_score": 100.0,
          "evidence_count": 872,
          "matched_terms": "GX, 再生可能エネルギー, 本文に企業名/別名, 送電網, 電力",
          "rationale": "GX・脱炭素との適合語: GX, 再生可能エネルギー, 本文に企業名/別名, 送電網, 電力。資料根拠872件、平均76.8、最大100.0。",
          "weighted_score": 79.0,
          "technology_fit_score": 0.8,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 72.9,
          "company_max_score": 94.0,
          "evidence_count": 153,
          "matched_terms": "再生可能エネルギー, 原子力, 本文に企業名/別名, 電力",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: 原子力。補助語: 再生可能エネルギー, 電力。資料根拠153件、平均72.9、最大94.0。",
          "weighted_score": 76.0,
          "technology_fit_score": 0.74,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "関西電力は2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均77.5に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "関西電力はGX・脱炭素、核融合・次世代エネルギーで強いテーマに接続する重点候補。総合スコア81.5、関連テーマ2件、根拠1025件。技術適合0.77、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.78、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6503.T",
      "company_name": "三菱電機",
      "weighted_score": 81.3,
      "theme_count": 3,
      "total_evidence": 1323,
      "technology_fit_score": 0.69,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.6,
      "momentum_score": 0.76,
      "report_linkage_score": 0.54,
      "component_scores": {
        "technology_fit_score": 0.69,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.6,
        "momentum_score": 0.76,
        "report_linkage_score": 0.54,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 75.27,
      "theme_bonus": 6.0,
      "primary_theme": "サプライチェーン・経済安全保障",
      "primary_theme_score": 76.4,
      "top_theme_components": [
        {
          "theme": "サプライチェーン・経済安全保障",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 20,
          "company_avg_score": 63.39,
          "company_max_score": 100.0,
          "evidence_count": 249,
          "matched_terms": "FA, 半導体, 宇宙, 防衛, 電力網",
          "rationale": "サプライチェーン・経済安全保障との適合語: FA, 半導体, 宇宙, 防衛, 電力網。資料根拠249件、平均63.4、最大100.0。",
          "weighted_score": 76.4,
          "technology_fit_score": 0.71,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.7,
          "momentum_score": 0.74,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防衛・宇宙",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 62.78,
          "company_max_score": 100.0,
          "evidence_count": 738,
          "matched_terms": "FA, 半導体, 宇宙, 本文に企業名/別名, 防衛, 電力網",
          "rationale": "防衛・宇宙との適合語: FA, 半導体, 宇宙, 本文に企業名/別名, 防衛, 電力網。資料根拠738件、平均62.8、最大100.0。",
          "weighted_score": 75.8,
          "technology_fit_score": 0.72,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 55.35,
          "company_max_score": 96.7,
          "evidence_count": 336,
          "matched_terms": "半導体, 宇宙, 本文に企業名/別名, 防衛, 電力網",
          "rationale": "サイバーセキュリティとの適合語: 半導体, 宇宙, 本文に企業名/別名, 防衛, 電力網。資料根拠336件、平均55.4、最大96.7。",
          "weighted_score": 73.6,
          "technology_fit_score": 0.64,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.87,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "三菱電機は3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均75.3に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "三菱電機はサプライチェーン・経済安全保障、防衛・宇宙、サイバーセキュリティで複数テーマにまたがる中核候補。総合スコア81.3、関連テーマ3件、根拠1323件。技術適合0.69、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.60。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "4502.T",
      "company_name": "武田薬品工業",
      "weighted_score": 81.0,
      "theme_count": 1,
      "total_evidence": 919,
      "technology_fit_score": 0.78,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.83,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.7,
      "momentum_score": 0.76,
      "report_linkage_score": 0.72,
      "component_scores": {
        "technology_fit_score": 0.78,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.83,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.7,
        "momentum_score": 0.76,
        "report_linkage_score": 0.72,
        "theme_bonus": 2.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 79.0,
      "theme_bonus": 2.0,
      "primary_theme": "バイオ・医療技術",
      "primary_theme_score": 79.0,
      "top_theme_components": [
        {
          "theme": "バイオ・医療技術",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 30,
          "company_avg_score": 74.69,
          "company_max_score": 100.0,
          "evidence_count": 919,
          "matched_terms": "グローバル医薬, バイオ, ワクチン, 医薬, 本文に企業名/別名",
          "rationale": "バイオ・医療技術との適合語: グローバル医薬, バイオ, ワクチン, 医薬, 本文に企業名/別名。資料根拠919件、平均74.7、最大100.0。",
          "weighted_score": 79.0,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.7,
          "momentum_score": 0.76,
          "report_linkage_score": 0.72
        }
      ],
      "plain_explanation": "武田薬品工業は1テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均79.0に、複数テーマ接続ボーナス2.0と人間フィードバックを反映します。",
      "strategy_view": "武田薬品工業はバイオ・医療技術で強いテーマに接続する重点候補。総合スコア81.0、関連テーマ1件、根拠919件。技術適合0.78、収益感応0.88、政策追い風0.83、競争優位1.00、モメンタム0.76、織り込み0.70。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "5019.T",
      "company_name": "出光興産",
      "weighted_score": 80.5,
      "theme_count": 2,
      "total_evidence": 1070,
      "technology_fit_score": 0.73,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.78,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.73,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.78,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.55,
      "theme_bonus": 4.0,
      "primary_theme": "GX・脱炭素",
      "primary_theme_score": 78.5,
      "top_theme_components": [
        {
          "theme": "GX・脱炭素",
          "theme_signal_score": 0.76,
          "theme_stage": "既存テーマの強化",
          "source_count": 40,
          "company_avg_score": 74.81,
          "company_max_score": 100.0,
          "evidence_count": 875,
          "matched_terms": "エネルギー, 再生可能エネルギー, 地熱, 本文に企業名/別名, 水素",
          "rationale": "GX・脱炭素との適合語: エネルギー, 再生可能エネルギー, 地熱, 本文に企業名/別名, 水素。資料根拠875件、平均74.8、最大100.0。",
          "weighted_score": 78.5,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.62,
          "momentum_score": 0.77,
          "report_linkage_score": 0.59
        },
        {
          "theme": "核融合・次世代エネルギー",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 9,
          "company_avg_score": 65.04,
          "company_max_score": 93.0,
          "evidence_count": 195,
          "matched_terms": "エネルギー, 再生可能エネルギー, 地熱, 本文に企業名/別名",
          "rationale": "核融合・次世代エネルギーとの接続品質=strong。強い適合語: エネルギー, 地熱。補助語: 再生可能エネルギー。資料根拠195件、平均65.0、最大93.0。",
          "weighted_score": 74.6,
          "technology_fit_score": 0.69,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.55,
          "momentum_score": 0.78,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "出光興産は2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.5に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "出光興産はGX・脱炭素、核融合・次世代エネルギーで強いテーマに接続する重点候補。総合スコア80.5、関連テーマ2件、根拠1070件。技術適合0.73、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.78、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9433.T",
      "company_name": "KDDI",
      "weighted_score": 80.4,
      "theme_count": 4,
      "total_evidence": 3210,
      "technology_fit_score": 0.66,
      "revenue_sensitivity_score": 0.82,
      "policy_tailwind_score": 0.83,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.57,
      "momentum_score": 0.77,
      "report_linkage_score": 0.48,
      "component_scores": {
        "technology_fit_score": 0.66,
        "revenue_sensitivity_score": 0.82,
        "policy_tailwind_score": 0.83,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.57,
        "momentum_score": 0.77,
        "report_linkage_score": 0.48,
        "theme_bonus": 8.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 72.4,
      "theme_bonus": 8.0,
      "primary_theme": "生成AI・AI",
      "primary_theme_score": 74.8,
      "top_theme_components": [
        {
          "theme": "生成AI・AI",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 58.26,
          "company_max_score": 100.0,
          "evidence_count": 1383,
          "matched_terms": "AI, データセンター, 本文に企業名/別名, 衛星, 通信",
          "rationale": "生成AI・AIとの適合語: AI, データセンター, 本文に企業名/別名, 衛星, 通信。資料根拠1383件、平均58.3、最大100.0。",
          "weighted_score": 74.8,
          "technology_fit_score": 0.67,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.62,
          "momentum_score": 0.73,
          "report_linkage_score": 0.59
        },
        {
          "theme": "防衛・宇宙",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 54.83,
          "company_max_score": 100.0,
          "evidence_count": 574,
          "matched_terms": "AI, データセンター, 本文に企業名/別名, 衛星, 通信",
          "rationale": "防衛・宇宙との適合語: AI, データセンター, 本文に企業名/別名, 衛星, 通信。資料根拠574件、平均54.8、最大100.0。",
          "weighted_score": 73.9,
          "technology_fit_score": 0.65,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.89,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防災・国土強靭化",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 38,
          "company_avg_score": 49.3,
          "company_max_score": 93.7,
          "evidence_count": 1252,
          "matched_terms": "AI, 本文に企業名/別名, 衛星, 通信",
          "rationale": "防災・国土強靭化との適合語: AI, 本文に企業名/別名, 衛星, 通信。資料根拠1252件、平均49.3、最大93.7。",
          "weighted_score": 72.0,
          "technology_fit_score": 0.58,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.84,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        },
        {
          "theme": "量子・次世代計算",
          "theme_signal_score": 0.8,
          "theme_stage": "既存テーマの強化",
          "source_count": 7,
          "company_avg_score": 81.7,
          "company_max_score": 81.7,
          "evidence_count": 1,
          "matched_terms": "AI, 通信",
          "rationale": "量子・次世代計算との適合語: AI, 通信。資料根拠1件、平均81.7、最大81.7。",
          "weighted_score": 68.9,
          "technology_fit_score": 0.75,
          "revenue_sensitivity_score": 0.65,
          "policy_tailwind_score": 0.85,
          "competitive_edge_score": 0.65,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "KDDIは4テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均72.4に、複数テーマ接続ボーナス8.0と人間フィードバックを反映します。",
      "strategy_view": "KDDIは生成AI・AI、防衛・宇宙、防災・国土強靭化で複数テーマにまたがる中核候補。総合スコア80.4、関連テーマ4件、根拠3210件。技術適合0.66、収益感応0.82、政策追い風0.83、競争優位1.00、モメンタム0.77、織り込み0.57。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "4704.T",
      "company_name": "トレンドマイクロ",
      "weighted_score": 80.4,
      "theme_count": 3,
      "total_evidence": 504,
      "technology_fit_score": 0.77,
      "revenue_sensitivity_score": 0.8,
      "policy_tailwind_score": 0.83,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.54,
      "momentum_score": 0.77,
      "report_linkage_score": 0.45,
      "component_scores": {
        "technology_fit_score": 0.77,
        "revenue_sensitivity_score": 0.8,
        "policy_tailwind_score": 0.83,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.54,
        "momentum_score": 0.77,
        "report_linkage_score": 0.45,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 74.37,
      "theme_bonus": 6.0,
      "primary_theme": "コンテンツ・エンタメ",
      "primary_theme_score": 77.3,
      "top_theme_components": [
        {
          "theme": "コンテンツ・エンタメ",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 33,
          "company_avg_score": 84.41,
          "company_max_score": 93.6,
          "evidence_count": 24,
          "matched_terms": "AI, クラウドセキュリティ, サイバーセキュリティ",
          "rationale": "コンテンツ・エンタメとの適合語: AI, クラウドセキュリティ, サイバーセキュリティ。資料根拠24件、平均84.4、最大93.6。",
          "weighted_score": 77.3,
          "technology_fit_score": 0.81,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.93,
          "priced_in_score": 0.51,
          "momentum_score": 0.74,
          "report_linkage_score": 0.45
        },
        {
          "theme": "サイバーセキュリティ",
          "theme_signal_score": 0.75,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 58.64,
          "company_max_score": 93.7,
          "evidence_count": 479,
          "matched_terms": "AI, クラウドセキュリティ, サイバーセキュリティ, 本文に企業名/別名",
          "rationale": "サイバーセキュリティとの適合語: AI, クラウドセキュリティ, サイバーセキュリティ, 本文に企業名/別名。資料根拠479件、平均58.6、最大93.7。",
          "weighted_score": 73.8,
          "technology_fit_score": 0.65,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.87,
          "priced_in_score": 0.55,
          "momentum_score": 0.77,
          "report_linkage_score": 0.45
        },
        {
          "theme": "量子・次世代計算",
          "theme_signal_score": 0.8,
          "theme_stage": "既存テーマの強化",
          "source_count": 7,
          "company_avg_score": 90.7,
          "company_max_score": 90.7,
          "evidence_count": 1,
          "matched_terms": "AI, クラウドセキュリティ, サイバーセキュリティ",
          "rationale": "量子・次世代計算との適合語: AI, クラウドセキュリティ, サイバーセキュリティ。資料根拠1件、平均90.7、最大90.7。",
          "weighted_score": 72.0,
          "technology_fit_score": 0.84,
          "revenue_sensitivity_score": 0.65,
          "policy_tailwind_score": 0.85,
          "competitive_edge_score": 0.72,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "トレンドマイクロは3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均74.4に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "トレンドマイクロはコンテンツ・エンタメ、サイバーセキュリティ、量子・次世代計算で複数テーマにまたがる中核候補。総合スコア80.4、関連テーマ3件、根拠504件。技術適合0.77、収益感応0.80、政策追い風0.83、競争優位1.00、モメンタム0.77、織り込み0.54。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "8316.T",
      "company_name": "三井住友フィナンシャルグループ",
      "weighted_score": 80.2,
      "theme_count": 2,
      "total_evidence": 3295,
      "technology_fit_score": 0.7,
      "revenue_sensitivity_score": 0.86,
      "policy_tailwind_score": 0.81,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.72,
      "momentum_score": 0.71,
      "report_linkage_score": 0.79,
      "component_scores": {
        "technology_fit_score": 0.7,
        "revenue_sensitivity_score": 0.86,
        "policy_tailwind_score": 0.81,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.72,
        "momentum_score": 0.71,
        "report_linkage_score": 0.79,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.15,
      "theme_bonus": 4.0,
      "primary_theme": "金融政策・金利",
      "primary_theme_score": 77.1,
      "top_theme_components": [
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 67.11,
          "company_max_score": 100.0,
          "evidence_count": 1871,
          "matched_terms": "フィンテック, 本文に企業名/別名, 金利, 金融",
          "rationale": "金融政策・金利との適合語: フィンテック, 本文に企業名/別名, 金利, 金融。資料根拠1871件、平均67.1、最大100.0。",
          "weighted_score": 77.1,
          "technology_fit_score": 0.72,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.92,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        },
        {
          "theme": "資産運用・市場制度",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 22,
          "company_avg_score": 62.97,
          "company_max_score": 100.0,
          "evidence_count": 1424,
          "matched_terms": "フィンテック, 本文に企業名/別名, 金利, 金融",
          "rationale": "資産運用・市場制度との適合語: フィンテック, 本文に企業名/別名, 金利, 金融。資料根拠1424件、平均63.0、最大100.0。",
          "weighted_score": 75.2,
          "technology_fit_score": 0.69,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.62,
          "momentum_score": 0.74,
          "report_linkage_score": 0.59
        }
      ],
      "plain_explanation": "三井住友フィナンシャルグループは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.2に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "三井住友フィナンシャルグループは金融政策・金利、資産運用・市場制度でテーマ適合を継続確認する候補。総合スコア80.2、関連テーマ2件、根拠3295件。技術適合0.70、収益感応0.86、政策追い風0.81、競争優位1.00、モメンタム0.71、織り込み0.72。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "8035.T",
      "company_name": "東京エレクトロン",
      "weighted_score": 80.1,
      "theme_count": 2,
      "total_evidence": 1966,
      "technology_fit_score": 0.73,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.81,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.58,
      "momentum_score": 0.74,
      "report_linkage_score": 0.52,
      "component_scores": {
        "technology_fit_score": 0.73,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.81,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.58,
        "momentum_score": 0.74,
        "report_linkage_score": 0.52,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 76.1,
      "theme_bonus": 4.0,
      "primary_theme": "半導体",
      "primary_theme_score": 76.8,
      "top_theme_components": [
        {
          "theme": "半導体",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 19,
          "company_avg_score": 72.28,
          "company_max_score": 100.0,
          "evidence_count": 615,
          "matched_terms": "先端パッケージ, 半導体, 本文に企業名/別名, 生成AI, 製造装置",
          "rationale": "半導体との適合語: 先端パッケージ, 半導体, 本文に企業名/別名, 生成AI, 製造装置。資料根拠615件、平均72.3、最大100.0。",
          "weighted_score": 76.8,
          "technology_fit_score": 0.77,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.93,
          "priced_in_score": 0.54,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 63.38,
          "company_max_score": 100.0,
          "evidence_count": 1351,
          "matched_terms": "半導体, 本文に企業名/別名, 生成AI, 製造装置",
          "rationale": "生成AI・AIとの適合語: 半導体, 本文に企業名/別名, 生成AI, 製造装置。資料根拠1351件、平均63.4、最大100.0。",
          "weighted_score": 75.4,
          "technology_fit_score": 0.69,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.62,
          "momentum_score": 0.73,
          "report_linkage_score": 0.59
        }
      ],
      "plain_explanation": "東京エレクトロンは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均76.1に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "東京エレクトロンは半導体、生成AI・AIでテーマ適合を継続確認する候補。総合スコア80.1、関連テーマ2件、根拠1966件。技術適合0.73、収益感応0.88、政策追い風0.81、競争優位1.00、モメンタム0.74、織り込み0.58。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "8604.T",
      "company_name": "野村ホールディングス",
      "weighted_score": 79.2,
      "theme_count": 2,
      "total_evidence": 3200,
      "technology_fit_score": 0.68,
      "revenue_sensitivity_score": 0.86,
      "policy_tailwind_score": 0.81,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.72,
      "momentum_score": 0.71,
      "report_linkage_score": 0.79,
      "component_scores": {
        "technology_fit_score": 0.68,
        "revenue_sensitivity_score": 0.86,
        "policy_tailwind_score": 0.81,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.72,
        "momentum_score": 0.71,
        "report_linkage_score": 0.79,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 75.25,
      "theme_bonus": 4.0,
      "primary_theme": "金融政策・金利",
      "primary_theme_score": 75.7,
      "top_theme_components": [
        {
          "theme": "金融政策・金利",
          "theme_signal_score": 0.7,
          "theme_stage": "継続監視",
          "source_count": 21,
          "company_avg_score": 60.66,
          "company_max_score": 100.0,
          "evidence_count": 1594,
          "matched_terms": "市場制度, 本文に企業名/別名, 資産運用, 金融",
          "rationale": "金融政策・金利との適合語: 市場制度, 本文に企業名/別名, 資産運用, 金融。資料根拠1594件、平均60.7、最大100.0。",
          "weighted_score": 75.7,
          "technology_fit_score": 0.67,
          "revenue_sensitivity_score": 0.86,
          "policy_tailwind_score": 0.8,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.82,
          "momentum_score": 0.67,
          "report_linkage_score": 1.0
        },
        {
          "theme": "資産運用・市場制度",
          "theme_signal_score": 0.72,
          "theme_stage": "既存テーマの強化",
          "source_count": 22,
          "company_avg_score": 61.48,
          "company_max_score": 100.0,
          "evidence_count": 1606,
          "matched_terms": "市場制度, 本文に企業名/別名, 資産運用, 金融",
          "rationale": "資産運用・市場制度との適合語: 市場制度, 本文に企業名/別名, 資産運用, 金融。資料根拠1606件、平均61.5、最大100.0。",
          "weighted_score": 74.8,
          "technology_fit_score": 0.68,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.9,
          "priced_in_score": 0.62,
          "momentum_score": 0.74,
          "report_linkage_score": 0.59
        }
      ],
      "plain_explanation": "野村ホールディングスは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均75.2に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "野村ホールディングスは金融政策・金利、資産運用・市場制度でテーマ適合を継続確認する候補。総合スコア79.2、関連テーマ2件、根拠3200件。技術適合0.68、収益感応0.86、政策追い風0.81、競争優位1.00、モメンタム0.71、織り込み0.72。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "9432.T",
      "company_name": "NTT",
      "weighted_score": 78.8,
      "theme_count": 3,
      "total_evidence": 2652,
      "technology_fit_score": 0.61,
      "revenue_sensitivity_score": 0.89,
      "policy_tailwind_score": 0.83,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.57,
      "momentum_score": 0.77,
      "report_linkage_score": 0.5,
      "component_scores": {
        "technology_fit_score": 0.61,
        "revenue_sensitivity_score": 0.89,
        "policy_tailwind_score": 0.83,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.57,
        "momentum_score": 0.77,
        "report_linkage_score": 0.5,
        "theme_bonus": 6.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 72.8,
      "theme_bonus": 6.0,
      "primary_theme": "量子・次世代計算",
      "primary_theme_score": 74.2,
      "top_theme_components": [
        {
          "theme": "量子・次世代計算",
          "theme_signal_score": 0.8,
          "theme_stage": "既存テーマの強化",
          "source_count": 7,
          "company_avg_score": 58.85,
          "company_max_score": 90.7,
          "evidence_count": 57,
          "matched_terms": "AI, 光電融合, 本文に企業名/別名, 通信",
          "rationale": "量子・次世代計算との適合語: AI, 光電融合, 本文に企業名/別名, 通信。資料根拠57件、平均58.9、最大90.7。",
          "weighted_score": 74.2,
          "technology_fit_score": 0.64,
          "revenue_sensitivity_score": 0.9,
          "policy_tailwind_score": 0.85,
          "competitive_edge_score": 0.85,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 34,
          "company_avg_score": 57.78,
          "company_max_score": 92.9,
          "evidence_count": 1418,
          "matched_terms": "AI, データセンター, 本文に企業名/別名, 通信",
          "rationale": "生成AI・AIとの適合語: AI, データセンター, 本文に企業名/別名, 通信。資料根拠1418件、平均57.8、最大92.9。",
          "weighted_score": 73.5,
          "technology_fit_score": 0.64,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.86,
          "priced_in_score": 0.62,
          "momentum_score": 0.73,
          "report_linkage_score": 0.59
        },
        {
          "theme": "防災・国土強靭化",
          "theme_signal_score": 0.77,
          "theme_stage": "既存テーマの強化",
          "source_count": 38,
          "company_avg_score": 48.64,
          "company_max_score": 84.7,
          "evidence_count": 1177,
          "matched_terms": "AI, 本文に企業名/別名, 通信",
          "rationale": "防災・国土強靭化との適合語: AI, 本文に企業名/別名, 通信。資料根拠1177件、平均48.6、最大84.7。",
          "weighted_score": 70.7,
          "technology_fit_score": 0.55,
          "revenue_sensitivity_score": 0.89,
          "policy_tailwind_score": 0.82,
          "competitive_edge_score": 0.8,
          "priced_in_score": 0.55,
          "momentum_score": 0.79,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "NTTは3テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均72.8に、複数テーマ接続ボーナス6.0と人間フィードバックを反映します。",
      "strategy_view": "NTTは量子・次世代計算、生成AI・AI、防災・国土強靭化で複数テーマにまたがる中核候補。総合スコア78.8、関連テーマ3件、根拠2652件。技術適合0.61、収益感応0.89、政策追い風0.83、競争優位1.00、モメンタム0.77、織り込み0.57。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6861.T",
      "company_name": "キーエンス",
      "weighted_score": 78.7,
      "theme_count": 2,
      "total_evidence": 836,
      "technology_fit_score": 0.69,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.55,
      "momentum_score": 0.76,
      "report_linkage_score": 0.45,
      "component_scores": {
        "technology_fit_score": 0.69,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.55,
        "momentum_score": 0.76,
        "report_linkage_score": 0.45,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 74.65,
      "theme_bonus": 4.0,
      "primary_theme": "ロボット・省人化",
      "primary_theme_score": 77.6,
      "top_theme_components": [
        {
          "theme": "ロボット・省人化",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 27,
          "company_avg_score": 74.36,
          "company_max_score": 100.0,
          "evidence_count": 442,
          "matched_terms": "FA, センサー, ロボット, 本文に企業名/別名, 省人化",
          "rationale": "ロボット・省人化との適合語: FA, センサー, ロボット, 本文に企業名/別名, 省人化。資料根拠442件、平均74.4、最大100.0。",
          "weighted_score": 77.6,
          "technology_fit_score": 0.78,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.94,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 36,
          "company_avg_score": 46.39,
          "company_max_score": 98.3,
          "evidence_count": 394,
          "matched_terms": "FA, センサー, ロボット, 本文に企業名/別名, 省人化",
          "rationale": "スポーツ・ヘルスケアとの適合語: FA, センサー, ロボット, 本文に企業名/別名, 省人化。資料根拠394件、平均46.4、最大98.3。",
          "weighted_score": 71.7,
          "technology_fit_score": 0.59,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.86,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "キーエンスは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均74.7に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "キーエンスはロボット・省人化、スポーツ・ヘルスケアでテーマ適合を継続確認する候補。総合スコア78.7、関連テーマ2件、根拠836件。技術適合0.69、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.55。次は受注・設備投資・政策予算・業績感応度を確認する。"
    },
    {
      "ticker": "6645.T",
      "company_name": "オムロン",
      "weighted_score": 78.5,
      "theme_count": 2,
      "total_evidence": 1143,
      "technology_fit_score": 0.69,
      "revenue_sensitivity_score": 0.88,
      "policy_tailwind_score": 0.82,
      "competitive_edge_score": 1.0,
      "priced_in_score": 0.55,
      "momentum_score": 0.76,
      "report_linkage_score": 0.45,
      "component_scores": {
        "technology_fit_score": 0.69,
        "revenue_sensitivity_score": 0.88,
        "policy_tailwind_score": 0.82,
        "competitive_edge_score": 1.0,
        "priced_in_score": 0.55,
        "momentum_score": 0.76,
        "report_linkage_score": 0.45,
        "theme_bonus": 4.0,
        "feedback_summary": {
          "feedback_count": 0,
          "score_adjustment": 0,
          "ratings": {},
          "latest_notes": []
        },
        "formula": "score=tech*22% + revenue*18% + policy*16% + edge*16% + momentum*12% + report*9% + unpriced*7% + theme_bonus + feedback"
      },
      "avg_theme_weighted_score": 74.55,
      "theme_bonus": 4.0,
      "primary_theme": "ロボット・省人化",
      "primary_theme_score": 75.8,
      "top_theme_components": [
        {
          "theme": "ロボット・省人化",
          "theme_signal_score": 0.74,
          "theme_stage": "既存テーマの強化",
          "source_count": 27,
          "company_avg_score": 65.53,
          "company_max_score": 98.3,
          "evidence_count": 434,
          "matched_terms": "FA, センサー, ヘルスケア, 本文に企業名/別名, 省人化",
          "rationale": "ロボット・省人化との適合語: FA, センサー, ヘルスケア, 本文に企業名/別名, 省人化。資料根拠434件、平均65.5、最大98.3。",
          "weighted_score": 75.8,
          "technology_fit_score": 0.72,
          "revenue_sensitivity_score": 0.88,
          "policy_tailwind_score": 0.83,
          "competitive_edge_score": 0.91,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "theme_signal_score": 0.73,
          "theme_stage": "既存テーマの強化",
          "source_count": 36,
          "company_avg_score": 55.23,
          "company_max_score": 98.3,
          "evidence_count": 709,
          "matched_terms": "FA, センサー, ヘルスケア, 本文に企業名/別名, 省人化",
          "rationale": "スポーツ・ヘルスケアとの適合語: FA, センサー, ヘルスケア, 本文に企業名/別名, 省人化。資料根拠709件、平均55.2、最大98.3。",
          "weighted_score": 73.3,
          "technology_fit_score": 0.65,
          "revenue_sensitivity_score": 0.87,
          "policy_tailwind_score": 0.81,
          "competitive_edge_score": 0.88,
          "priced_in_score": 0.55,
          "momentum_score": 0.76,
          "report_linkage_score": 0.45
        }
      ],
      "plain_explanation": "オムロンは2テーマに接続しています。技術適合・収益感応・政策追い風・競争優位・織り込み・モメンタムを分けて評価します。テーマ内スコア平均74.5に、複数テーマ接続ボーナス4.0と人間フィードバックを反映します。",
      "strategy_view": "オムロンはロボット・省人化、スポーツ・ヘルスケアでテーマ適合を継続確認する候補。総合スコア78.5、関連テーマ2件、根拠1143件。技術適合0.69、収益感応0.88、政策追い風0.82、競争優位1.00、モメンタム0.76、織り込み0.55。次は受注・設備投資・政策予算・業績感応度を確認する。"
    }
  ],
  "sources": [
    {
      "source_id": "cao_csti",
      "source_name": "内閣府 総合科学技術・イノベーション会議",
      "publisher_type": "government",
      "strategy_source_score": 0.9152,
      "source_momentum_score": 0.7759,
      "score_delta": 0.0,
      "theme_signal_count": 19,
      "document_count": 356,
      "documents_7d": 356,
      "analysis_count": 345,
      "analyses_7d": 345,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.95,
          "weight": 0.14,
          "contribution": 0.133,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み345件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ19件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.7259,
          "weight": 0.1,
          "contribution": 0.0726,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.8391,
          "weight": 0.08,
          "contribution": 0.0671,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料356件、分析345件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9784,
          "weight": 0.07,
          "contribution": 0.0685,
          "detail": "ok_rate 0.9691。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "内閣府 総合科学技術・イノベーション会議は、テーマ接続19件、分析蓄積345件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "boj_releases",
      "source_name": "日本銀行 更新情報RSS",
      "publisher_type": "central_bank",
      "strategy_source_score": 0.8777,
      "source_momentum_score": 0.7564,
      "score_delta": -0.0055,
      "theme_signal_count": 14,
      "document_count": 116,
      "documents_7d": 116,
      "analysis_count": 93,
      "analyses_7d": 93,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.9,
          "weight": 0.14,
          "contribution": 0.126,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み93件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ14件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5906,
          "weight": 0.1,
          "contribution": 0.0591,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7556,
          "weight": 0.08,
          "contribution": 0.0604,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料116件、分析93件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.831,
          "weight": 0.07,
          "contribution": 0.0582,
          "detail": "ok_rate 0.7586。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "日本銀行 更新情報RSSは、テーマ接続14件、分析蓄積93件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "mof_news_rss",
      "source_name": "財務省 新着情報RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8772,
      "source_momentum_score": 0.7561,
      "score_delta": -0.0003,
      "theme_signal_count": 15,
      "document_count": 270,
      "documents_7d": 270,
      "analysis_count": 231,
      "analyses_7d": 231,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.9,
          "weight": 0.14,
          "contribution": 0.126,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み231件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ15件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5665,
          "weight": 0.1,
          "contribution": 0.0567,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7827,
          "weight": 0.08,
          "contribution": 0.0626,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料270件、分析231件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9041,
          "weight": 0.07,
          "contribution": 0.0633,
          "detail": "ok_rate 0.863。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "財務省 新着情報RSSは、テーマ接続15件、分析蓄積231件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "fsa_recent",
      "source_name": "金融庁 新着情報一覧",
      "publisher_type": "government",
      "strategy_source_score": 0.8721,
      "source_momentum_score": 0.7535,
      "score_delta": -0.0225,
      "theme_signal_count": 16,
      "document_count": 174,
      "documents_7d": 174,
      "analysis_count": 166,
      "analyses_7d": 166,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.88,
          "weight": 0.14,
          "contribution": 0.1232,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み166件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ16件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6855,
          "weight": 0.1,
          "contribution": 0.0685,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.8314,
          "weight": 0.08,
          "contribution": 0.0665,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料174件、分析166件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.646,
          "weight": 0.07,
          "contribution": 0.0452,
          "detail": "ok_rate 0.4943。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "金融庁 新着情報一覧は、テーマ接続16件、分析蓄積166件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "kantei_home",
      "source_name": "首相官邸 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.868,
      "source_momentum_score": 0.7543,
      "score_delta": 0.0166,
      "theme_signal_count": 15,
      "document_count": 40,
      "documents_7d": 40,
      "analysis_count": 37,
      "analyses_7d": 37,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.9,
          "weight": 0.14,
          "contribution": 0.126,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 0.925,
          "weight": 0.17,
          "contribution": 0.1573,
          "detail": "分析済み37件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ15件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5683,
          "weight": 0.1,
          "contribution": 0.0568,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.787,
          "weight": 0.08,
          "contribution": 0.063,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料40件、分析37件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9475,
          "weight": 0.07,
          "contribution": 0.0663,
          "detail": "ok_rate 0.925。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "ロボット・省人化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "首相官邸 新着情報は、テーマ接続15件、分析蓄積37件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "env_press",
      "source_name": "環境省 報道発表",
      "publisher_type": "government",
      "strategy_source_score": 0.8676,
      "source_momentum_score": 0.7512,
      "score_delta": -0.0001,
      "theme_signal_count": 12,
      "document_count": 66,
      "documents_7d": 66,
      "analysis_count": 63,
      "analyses_7d": 63,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.84,
          "weight": 0.14,
          "contribution": 0.1176,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み63件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ12件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.521,
          "weight": 0.1,
          "contribution": 0.0521,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7597,
          "weight": 0.08,
          "contribution": 0.0608,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料66件、分析63件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9788,
          "weight": 0.07,
          "contribution": 0.0685,
          "detail": "ok_rate 0.9697。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "サプライチェーン・経済安全保障",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.74,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "環境省 報道発表は、テーマ接続12件、分析蓄積63件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "cas_home",
      "source_name": "内閣官房 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8675,
      "source_momentum_score": 0.7511,
      "score_delta": -0.0074,
      "theme_signal_count": 16,
      "document_count": 198,
      "documents_7d": 198,
      "analysis_count": 119,
      "analyses_7d": 119,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.88,
          "weight": 0.14,
          "contribution": 0.1232,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み119件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ16件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6548,
          "weight": 0.1,
          "contribution": 0.0655,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.8001,
          "weight": 0.08,
          "contribution": 0.064,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料198件、分析119件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6606,
          "weight": 0.07,
          "contribution": 0.0462,
          "detail": "ok_rate 0.5152。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "内閣官房 新着情報は、テーマ接続16件、分析蓄積119件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "mext_news_rss",
      "source_name": "文部科学省 新着情報RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8638,
      "source_momentum_score": 0.7492,
      "score_delta": -0.015,
      "theme_signal_count": 19,
      "document_count": 161,
      "documents_7d": 161,
      "analysis_count": 132,
      "analyses_7d": 132,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.86,
          "weight": 0.14,
          "contribution": 0.1204,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み132件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ19件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5473,
          "weight": 0.1,
          "contribution": 0.0547,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7712,
          "weight": 0.08,
          "contribution": 0.0617,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料161件、分析132件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.7565,
          "weight": 0.07,
          "contribution": 0.053,
          "detail": "ok_rate 0.6522。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "文部科学省 新着情報RSSは、テーマ接続19件、分析蓄積132件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jetro_biznews_rss",
      "source_name": "JETRO ビジネス短信RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8612,
      "source_momentum_score": 0.7478,
      "score_delta": -0.0028,
      "theme_signal_count": 15,
      "document_count": 95,
      "documents_7d": 95,
      "analysis_count": 88,
      "analyses_7d": 88,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.78,
          "weight": 0.14,
          "contribution": 0.1092,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み88件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ15件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5811,
          "weight": 0.1,
          "contribution": 0.0581,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7495,
          "weight": 0.08,
          "contribution": 0.06,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料95件、分析88件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9337,
          "weight": 0.07,
          "contribution": 0.0654,
          "detail": "ok_rate 0.9053。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "JETRO ビジネス短信RSSは、テーマ接続15件、分析蓄積88件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "reconstruction_whats_new",
      "source_name": "復興庁 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8604,
      "source_momentum_score": 0.7474,
      "score_delta": 0.0,
      "theme_signal_count": 10,
      "document_count": 109,
      "documents_7d": 109,
      "analysis_count": 101,
      "analyses_7d": 101,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.74,
          "weight": 0.14,
          "contribution": 0.1036,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み101件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.593,
          "weight": 0.1,
          "contribution": 0.0593,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.781,
          "weight": 0.08,
          "contribution": 0.0625,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料109件、分析101件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9486,
          "weight": 0.07,
          "contribution": 0.0664,
          "detail": "ok_rate 0.9266。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.73,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "核融合・次世代エネルギー",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.73,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "復興庁 新着情報は、テーマ接続10件、分析蓄積101件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "digital_agency_rss",
      "source_name": "デジタル庁 新着・更新RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8564,
      "source_momentum_score": 0.7453,
      "score_delta": -0.0275,
      "theme_signal_count": 14,
      "document_count": 175,
      "documents_7d": 175,
      "analysis_count": 168,
      "analyses_7d": 168,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.88,
          "weight": 0.14,
          "contribution": 0.1232,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み168件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ14件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6072,
          "weight": 0.1,
          "contribution": 0.0607,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.784,
          "weight": 0.08,
          "contribution": 0.0627,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料175件、分析168件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.588,
          "weight": 0.07,
          "contribution": 0.0412,
          "detail": "ok_rate 0.4114。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "デジタル庁 新着・更新RSSは、テーマ接続14件、分析蓄積168件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "maff_press_rss",
      "source_name": "農林水産省 報道発表RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8561,
      "source_momentum_score": 0.7452,
      "score_delta": -0.0195,
      "theme_signal_count": 13,
      "document_count": 102,
      "documents_7d": 102,
      "analysis_count": 96,
      "analyses_7d": 96,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.82,
          "weight": 0.14,
          "contribution": 0.1148,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み96件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ13件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6064,
          "weight": 0.1,
          "contribution": 0.0606,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.8021,
          "weight": 0.08,
          "contribution": 0.0642,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料102件、分析96件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6843,
          "weight": 0.07,
          "contribution": 0.0479,
          "detail": "ok_rate 0.549。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "ロボット・省人化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "農林水産省 報道発表RSSは、テーマ接続13件、分析蓄積96件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "npa_news_release",
      "source_name": "警察庁 報道発表資料",
      "publisher_type": "government",
      "strategy_source_score": 0.8497,
      "source_momentum_score": 0.7418,
      "score_delta": -0.0017,
      "theme_signal_count": 13,
      "document_count": 108,
      "documents_7d": 108,
      "analysis_count": 99,
      "analyses_7d": 99,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.78,
          "weight": 0.14,
          "contribution": 0.1092,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み99件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ13件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4592,
          "weight": 0.1,
          "contribution": 0.0459,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7445,
          "weight": 0.08,
          "contribution": 0.0596,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料108件、分析99件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9481,
          "weight": 0.07,
          "contribution": 0.0664,
          "detail": "ok_rate 0.9259。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "警察庁 報道発表資料は、テーマ接続13件、分析蓄積99件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "dlri_reports",
      "source_name": "第一ライフ資産運用経済研究所 レポート",
      "publisher_type": "think_tank",
      "strategy_source_score": 0.8467,
      "source_momentum_score": 0.7403,
      "score_delta": -0.0164,
      "theme_signal_count": 8,
      "document_count": 204,
      "documents_7d": 204,
      "analysis_count": 146,
      "analyses_7d": 146,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.84,
          "weight": 0.14,
          "contribution": 0.1176,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み146件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ8件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6975,
          "weight": 0.1,
          "contribution": 0.0698,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.6262,
          "weight": 0.08,
          "contribution": 0.0501,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料204件、分析146件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.5814,
          "weight": 0.07,
          "contribution": 0.0407,
          "detail": "ok_rate 0.402。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "サプライチェーン・経済安全保障",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.74,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "資産運用・市場制度",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.72,
          "momentum_score": 0.74,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "金融政策・金利",
          "action_bucket": "監視",
          "theme_stage": "継続監視",
          "signal_score": 0.7,
          "momentum_score": 0.67,
          "priced_in_score": 0.82,
          "report_linkage_score": 1.0
        }
      ],
      "recommended_action": "戦略シグナルへの寄与が高い発信元。日次チェックとTelegram要約で優先的に扱う。",
      "plain_explanation": "第一ライフ資産運用経済研究所 レポートは、テーマ接続8件、分析蓄積146件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "mic_press",
      "source_name": "総務省 報道資料",
      "publisher_type": "government",
      "strategy_source_score": 0.845,
      "source_momentum_score": 0.7394,
      "score_delta": -0.0278,
      "theme_signal_count": 17,
      "document_count": 118,
      "documents_7d": 118,
      "analysis_count": 108,
      "analyses_7d": 108,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.82,
          "weight": 0.14,
          "contribution": 0.1148,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み108件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ17件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5473,
          "weight": 0.1,
          "contribution": 0.0547,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7926,
          "weight": 0.08,
          "contribution": 0.0634,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料118件、分析108件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.5432,
          "weight": 0.07,
          "contribution": 0.038,
          "detail": "ok_rate 0.3475。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "総務省 報道資料は、テーマ接続17件、分析蓄積108件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "mhlw_news_rss",
      "source_name": "厚生労働省 新着情報RSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8408,
      "source_momentum_score": 0.7372,
      "score_delta": -0.0102,
      "theme_signal_count": 16,
      "document_count": 520,
      "documents_7d": 520,
      "analysis_count": 401,
      "analyses_7d": 401,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.78,
          "weight": 0.14,
          "contribution": 0.1092,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み401件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ16件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5379,
          "weight": 0.1,
          "contribution": 0.0538,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7422,
          "weight": 0.08,
          "contribution": 0.0594,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料520件、分析401件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.7119,
          "weight": 0.07,
          "contribution": 0.0498,
          "detail": "ok_rate 0.5885。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "厚生労働省 新着情報RSSは、テーマ接続16件、分析蓄積401件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "mlit_press_rss",
      "source_name": "国土交通省 プレスリリースRSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8396,
      "source_momentum_score": 0.7366,
      "score_delta": -0.0168,
      "theme_signal_count": 10,
      "document_count": 135,
      "documents_7d": 135,
      "analysis_count": 111,
      "analyses_7d": 111,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.82,
          "weight": 0.14,
          "contribution": 0.1148,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み111件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4696,
          "weight": 0.1,
          "contribution": 0.047,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7537,
          "weight": 0.08,
          "contribution": 0.0603,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料135件、分析111件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6993,
          "weight": 0.07,
          "contribution": 0.049,
          "detail": "ok_rate 0.5704。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "国土交通省 プレスリリースRSSは、テーマ接続10件、分析蓄積111件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "nra_news",
      "source_name": "原子力規制委員会 新着履歴",
      "publisher_type": "government",
      "strategy_source_score": 0.8394,
      "source_momentum_score": 0.7365,
      "score_delta": -0.0372,
      "theme_signal_count": 12,
      "document_count": 129,
      "documents_7d": 129,
      "analysis_count": 127,
      "analyses_7d": 127,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.76,
          "weight": 0.14,
          "contribution": 0.1064,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み127件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ12件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6775,
          "weight": 0.1,
          "contribution": 0.0678,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.8031,
          "weight": 0.08,
          "contribution": 0.0642,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料129件、分析127件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.4628,
          "weight": 0.07,
          "contribution": 0.0324,
          "detail": "ok_rate 0.2326。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "ロボット・省人化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "原子力規制委員会 新着履歴は、テーマ接続12件、分析蓄積127件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "moj_home",
      "source_name": "法務省 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8337,
      "source_momentum_score": 0.7335,
      "score_delta": -0.0157,
      "theme_signal_count": 10,
      "document_count": 88,
      "documents_7d": 88,
      "analysis_count": 47,
      "analyses_7d": 47,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.74,
          "weight": 0.14,
          "contribution": 0.1036,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み47件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5205,
          "weight": 0.1,
          "contribution": 0.052,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7855,
          "weight": 0.08,
          "contribution": 0.0628,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料88件、分析47件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6659,
          "weight": 0.07,
          "contribution": 0.0466,
          "detail": "ok_rate 0.5227。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.73,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "法務省 新着情報は、テーマ接続10件、分析蓄積47件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jcg_public_relations",
      "source_name": "海上保安庁 報道発表",
      "publisher_type": "government",
      "strategy_source_score": 0.8326,
      "source_momentum_score": 0.733,
      "score_delta": -0.0003,
      "theme_signal_count": 12,
      "document_count": 163,
      "documents_7d": 163,
      "analysis_count": 116,
      "analyses_7d": 116,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.72,
          "weight": 0.14,
          "contribution": 0.1008,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み116件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ12件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4914,
          "weight": 0.1,
          "contribution": 0.0491,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7272,
          "weight": 0.08,
          "contribution": 0.0582,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料163件、分析116件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.7982,
          "weight": 0.07,
          "contribution": 0.0559,
          "detail": "ok_rate 0.7117。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "海上保安庁 報道発表は、テーマ接続12件、分析蓄積116件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "cfa_press",
      "source_name": "こども家庭庁 報道発表",
      "publisher_type": "government",
      "strategy_source_score": 0.8322,
      "source_momentum_score": 0.7327,
      "score_delta": -0.0106,
      "theme_signal_count": 13,
      "document_count": 99,
      "documents_7d": 99,
      "analysis_count": 85,
      "analyses_7d": 85,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.72,
          "weight": 0.14,
          "contribution": 0.1008,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み85件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ13件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.485,
          "weight": 0.1,
          "contribution": 0.0485,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7514,
          "weight": 0.08,
          "contribution": 0.0601,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料99件、分析85件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.7737,
          "weight": 0.07,
          "contribution": 0.0542,
          "detail": "ok_rate 0.6768。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "こども家庭庁 報道発表は、テーマ接続13件、分析蓄積85件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jinji_news",
      "source_name": "人事院 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8295,
      "source_momentum_score": 0.7313,
      "score_delta": -0.0115,
      "theme_signal_count": 14,
      "document_count": 257,
      "documents_7d": 257,
      "analysis_count": 227,
      "analyses_7d": 227,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.7,
          "weight": 0.14,
          "contribution": 0.098,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み227件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ14件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5125,
          "weight": 0.1,
          "contribution": 0.0512,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7356,
          "weight": 0.08,
          "contribution": 0.0588,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料257件、分析227件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.7549,
          "weight": 0.07,
          "contribution": 0.0528,
          "detail": "ok_rate 0.6498。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "人事院 新着情報は、テーマ接続14件、分析蓄積227件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jbaudit_news",
      "source_name": "会計検査院 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8277,
      "source_momentum_score": 0.7304,
      "score_delta": -0.0015,
      "theme_signal_count": 8,
      "document_count": 103,
      "documents_7d": 103,
      "analysis_count": 81,
      "analyses_7d": 81,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.7,
          "weight": 0.14,
          "contribution": 0.098,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み81件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ8件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4384,
          "weight": 0.1,
          "contribution": 0.0438,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7391,
          "weight": 0.08,
          "contribution": 0.0591,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料103件、分析81件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.8301,
          "weight": 0.07,
          "contribution": 0.0581,
          "detail": "ok_rate 0.7573。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.73,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "金融政策・金利",
          "action_bucket": "監視",
          "theme_stage": "継続監視",
          "signal_score": 0.7,
          "momentum_score": 0.67,
          "priced_in_score": 0.82,
          "report_linkage_score": 1.0
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "会計検査院 新着情報は、テーマ接続8件、分析蓄積81件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jishin_news",
      "source_name": "地震調査研究推進本部 新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8181,
      "source_momentum_score": 0.7254,
      "score_delta": -0.0309,
      "theme_signal_count": 10,
      "document_count": 240,
      "documents_7d": 240,
      "analysis_count": 191,
      "analyses_7d": 191,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.76,
          "weight": 0.14,
          "contribution": 0.1064,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み191件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5587,
          "weight": 0.1,
          "contribution": 0.0559,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7263,
          "weight": 0.08,
          "contribution": 0.0581,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料240件、分析191件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.4167,
          "weight": 0.07,
          "contribution": 0.0292,
          "detail": "ok_rate 0.1667。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "地震調査研究推進本部 新着情報は、テーマ接続10件、分析蓄積191件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "rinya_press",
      "source_name": "林野庁 報道発表",
      "publisher_type": "government",
      "strategy_source_score": 0.8171,
      "source_momentum_score": 0.7249,
      "score_delta": -0.0218,
      "theme_signal_count": 14,
      "document_count": 117,
      "documents_7d": 117,
      "analysis_count": 104,
      "analyses_7d": 104,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.7,
          "weight": 0.14,
          "contribution": 0.098,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み104件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ14件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4715,
          "weight": 0.1,
          "contribution": 0.0471,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7569,
          "weight": 0.08,
          "contribution": 0.0606,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料117件、分析104件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6111,
          "weight": 0.07,
          "contribution": 0.0428,
          "detail": "ok_rate 0.4444。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "林野庁 報道発表は、テーマ接続14件、分析蓄積104件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "gov_online_ministry_news",
      "source_name": "政府広報オンライン 各府省の新着情報",
      "publisher_type": "government",
      "strategy_source_score": 0.8157,
      "source_momentum_score": 0.7242,
      "score_delta": -0.0218,
      "theme_signal_count": 14,
      "document_count": 235,
      "documents_7d": 235,
      "analysis_count": 158,
      "analyses_7d": 158,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.72,
          "weight": 0.14,
          "contribution": 0.1008,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み158件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ14件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4936,
          "weight": 0.1,
          "contribution": 0.0494,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7328,
          "weight": 0.08,
          "contribution": 0.0586,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料235件、分析158件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.5472,
          "weight": 0.07,
          "contribution": 0.0383,
          "detail": "ok_rate 0.3532。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "政府広報オンライン 各府省の新着情報は、テーマ接続14件、分析蓄積158件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jst_press_rss",
      "source_name": "JST プレスリリースRSS",
      "publisher_type": "government",
      "strategy_source_score": 0.8149,
      "source_momentum_score": 0.7237,
      "score_delta": -0.0115,
      "theme_signal_count": 10,
      "document_count": 32,
      "documents_7d": 32,
      "analysis_count": 27,
      "analyses_7d": 27,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.88,
          "weight": 0.14,
          "contribution": 0.1232,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 0.675,
          "weight": 0.17,
          "contribution": 0.1148,
          "detail": "分析済み27件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.6129,
          "weight": 0.1,
          "contribution": 0.0613,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7885,
          "weight": 0.08,
          "contribution": 0.0631,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料32件、分析27件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.6937,
          "weight": 0.07,
          "contribution": 0.0486,
          "detail": "ok_rate 0.5625。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "スポーツ・ヘルスケア",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.73,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "半導体",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.72,
          "momentum_score": 0.76,
          "priced_in_score": 0.54,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "JST プレスリリースRSSは、テーマ接続10件、分析蓄積27件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "scj_info",
      "source_name": "日本学術会議 お知らせ",
      "publisher_type": "government",
      "strategy_source_score": 0.8106,
      "source_momentum_score": 0.7215,
      "score_delta": -0.0296,
      "theme_signal_count": 17,
      "document_count": 344,
      "documents_7d": 344,
      "analysis_count": 274,
      "analyses_7d": 274,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.72,
          "weight": 0.14,
          "contribution": 0.1008,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み274件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ17件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5163,
          "weight": 0.1,
          "contribution": 0.0516,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7396,
          "weight": 0.08,
          "contribution": 0.0592,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料344件、分析274件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.4343,
          "weight": 0.07,
          "contribution": 0.0304,
          "detail": "ok_rate 0.1919。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "日本学術会議 お知らせは、テーマ接続17件、分析蓄積274件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "jfa_press",
      "source_name": "水産庁 報道発表",
      "publisher_type": "government",
      "strategy_source_score": 0.8097,
      "source_momentum_score": 0.721,
      "score_delta": -0.0182,
      "theme_signal_count": 18,
      "document_count": 516,
      "documents_7d": 516,
      "analysis_count": 317,
      "analyses_7d": 317,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.7,
          "weight": 0.14,
          "contribution": 0.098,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 1.0,
          "weight": 0.17,
          "contribution": 0.17,
          "detail": "分析済み317件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ18件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.77,
          "weight": 0.18,
          "contribution": 0.1386,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.4946,
          "weight": 0.1,
          "contribution": 0.0495,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7586,
          "weight": 0.08,
          "contribution": 0.0607,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料516件、分析317件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.4709,
          "weight": 0.07,
          "contribution": 0.033,
          "detail": "ok_rate 0.2442。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "防災・国土強靭化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "バイオ・医療技術",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.76,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "EV・電池",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.78,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "水産庁 報道発表は、テーマ接続18件、分析蓄積317件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    },
    {
      "source_id": "atla_press",
      "source_name": "防衛装備庁 報道資料",
      "publisher_type": "government",
      "strategy_source_score": 0.8069,
      "source_momentum_score": 0.7196,
      "score_delta": 0.0,
      "theme_signal_count": 10,
      "document_count": 26,
      "documents_7d": 26,
      "analysis_count": 23,
      "analyses_7d": 23,
      "components": [
        {
          "label": "発信元重要度",
          "raw_value": 0.86,
          "weight": 0.14,
          "contribution": 0.1204,
          "detail": ""
        },
        {
          "label": "分析蓄積",
          "raw_value": 0.575,
          "weight": 0.17,
          "contribution": 0.0978,
          "detail": "分析済み23件。"
        },
        {
          "label": "テーマ接続数",
          "raw_value": 1.0,
          "weight": 0.2,
          "contribution": 0.2,
          "detail": "接続テーマ10件。"
        },
        {
          "label": "最大テーマ強度",
          "raw_value": 0.8,
          "weight": 0.18,
          "contribution": 0.144,
          "detail": ""
        },
        {
          "label": "市場テーマ平均",
          "raw_value": 0.5898,
          "weight": 0.1,
          "contribution": 0.059,
          "detail": ""
        },
        {
          "label": "政策シグナル平均",
          "raw_value": 0.7674,
          "weight": 0.08,
          "contribution": 0.0614,
          "detail": ""
        },
        {
          "label": "直近活動",
          "raw_value": 1.0,
          "weight": 0.06,
          "contribution": 0.06,
          "detail": "7日資料26件、分析23件。"
        },
        {
          "label": "安定性",
          "raw_value": 0.9192,
          "weight": 0.07,
          "contribution": 0.0643,
          "detail": "ok_rate 0.8846。"
        },
        {
          "label": "エラー控除",
          "raw_value": -0.0,
          "weight": 0.06,
          "contribution": 0.0,
          "detail": "error_count 0。"
        }
      ],
      "top_themes": [
        {
          "theme": "量子・次世代計算",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.8,
          "momentum_score": 0.79,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "スタートアップ・イノベーション",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.77,
          "momentum_score": 0.78,
          "priced_in_score": 0.7,
          "report_linkage_score": 0.72
        },
        {
          "theme": "GX・脱炭素",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.76,
          "momentum_score": 0.77,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "人的資本・労働市場",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.77,
          "report_linkage_score": 0.86
        },
        {
          "theme": "サイバーセキュリティ",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.75,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "防衛・宇宙",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.77,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        },
        {
          "theme": "生成AI・AI",
          "action_bucket": "監視",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.73,
          "priced_in_score": 0.62,
          "report_linkage_score": 0.59
        },
        {
          "theme": "ロボット・省人化",
          "action_bucket": "買い",
          "theme_stage": "既存テーマの強化",
          "signal_score": 0.74,
          "momentum_score": 0.76,
          "priced_in_score": 0.55,
          "report_linkage_score": 0.45
        }
      ],
      "recommended_action": "買い候補テーマの根拠になっているため、次回資料・追随レポート・関連銘柄反応を重点監視。",
      "plain_explanation": "防衛装備庁 報道資料は、テーマ接続10件、分析蓄積23件で評価します。発信元スコアは、よく当たる定点観測所ほど高くなるイメージです。"
    }
  ]
}