{
  "schemaVersion": 2,
  "generatedAt": "2026-06-26T13:04:16.829638+00:00",
  "sourceGeneratedAt": "2026-06-25T21:11:14",
  "sourceFiles": [
    "D:\\Codex\\2026-05-07\\agent-1-2-3\\output\\ai_651_company_graph\\ai_651_company_graph_records.json"
  ],
  "baseUrl": "/company-analysis",
  "summary": {
    "companyCount": 651,
    "layerCount": 5,
    "reportCount": 50,
    "gapCount": 601,
    "needsReviewCount": 149,
    "evidenceStatusCounts": {
      "部分验证": 50,
      "待补证据": 601
    }
  },
  "layers": [
    {
      "code": "AI_L1_ENERGY",
      "name": "能源层",
      "shortName": "能源",
      "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
      "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
      "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
      "count": 64,
      "subLayerCount": 9,
      "topSubLayers": [
        {
          "name": "电力/电网/800V",
          "count": 41
        },
        {
          "name": "AI 应用与平台",
          "count": 9
        },
        {
          "name": "HBM/存储",
          "count": 7
        },
        {
          "name": "云厂商 ASIC/Capex 供应链",
          "count": 2
        },
        {
          "name": "储能/电网基础设施",
          "count": 1
        },
        {
          "name": "能源供给",
          "count": 1
        },
        {
          "name": "太阳能/能源制造",
          "count": 1
        },
        {
          "name": "核能/数据中心电力",
          "count": 1
        },
        {
          "name": "化合物半导体材料",
          "count": 1
        }
      ],
      "mainColor": "#1f66d1",
      "softColor": "#eff6ff"
    },
    {
      "code": "AI_L2_CHIPS_COMPONENTS",
      "name": "芯片与关键部件层",
      "shortName": "芯片",
      "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
      "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
      "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
      "count": 297,
      "subLayerCount": 43,
      "topSubLayers": [
        {
          "name": "光通信/CPO",
          "count": 83
        },
        {
          "name": "AI 应用与平台",
          "count": 78
        },
        {
          "name": "化合物半导体材料",
          "count": 49
        },
        {
          "name": "云厂商 ASIC/Capex 供应链",
          "count": 24
        },
        {
          "name": "HBM/存储",
          "count": 14
        },
        {
          "name": "机器人/物理AI",
          "count": 7
        },
        {
          "name": "量子/计算芯片",
          "count": 3
        },
        {
          "name": "半导体设备",
          "count": 3
        },
        {
          "name": "工程化衬底材料",
          "count": 2
        },
        {
          "name": "光通信/化合物半导体",
          "count": 1
        },
        {
          "name": "GPU/加速计算平台",
          "count": 1
        },
        {
          "name": "光通信器件",
          "count": 1
        }
      ],
      "mainColor": "#1f8f58",
      "softColor": "#eefbf3"
    },
    {
      "code": "AI_L3_AI_FACTORY_INFRA",
      "name": "AI工厂与算力基础设施层",
      "shortName": "AI工厂",
      "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
      "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
      "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
      "count": 70,
      "subLayerCount": 8,
      "topSubLayers": [
        {
          "name": "NeoCloud/GPU Cloud",
          "count": 29
        },
        {
          "name": "AI 应用与平台",
          "count": 15
        },
        {
          "name": "矿转AI/HPC基础设施",
          "count": 9
        },
        {
          "name": "云厂商 ASIC/Capex 供应链",
          "count": 9
        },
        {
          "name": "Hyperscaler/AI Cloud",
          "count": 4
        },
        {
          "name": "AI Data Center/Colocation",
          "count": 2
        },
        {
          "name": "Hyperscaler/AI Capex",
          "count": 1
        },
        {
          "name": "机器人/物理AI",
          "count": 1
        }
      ],
      "mainColor": "#7c3fb5",
      "softColor": "#f5efff"
    },
    {
      "code": "AI_L4_MODELS_RUNTIME",
      "name": "模型与运行时层",
      "shortName": "模型",
      "description": "提供模型、推理 API、Agent Infra、开发工具、模型部署和运行时优化。",
      "businessModel": "通过 API 调用、订阅、开发者平台、推理服务、企业软件授权或用量计费变现。",
      "serenityFocus": "关注模型能力如何被部署、调度、推理优化并转化为开发者和企业工作流。",
      "count": 4,
      "subLayerCount": 4,
      "topSubLayers": [
        {
          "name": "边缘网络/AI运行平台",
          "count": 1
        },
        {
          "name": "数据安全/运行保障",
          "count": 1
        },
        {
          "name": "可观测性/MLOps",
          "count": 1
        },
        {
          "name": "语音AI/模型API",
          "count": 1
        }
      ],
      "mainColor": "#008c95",
      "softColor": "#ecfeff"
    },
    {
      "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "name": "应用与物理AI层",
      "shortName": "应用",
      "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
      "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
      "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
      "count": 216,
      "subLayerCount": 24,
      "topSubLayers": [
        {
          "name": "AI 应用与平台",
          "count": 113
        },
        {
          "name": "机器人/物理AI",
          "count": 70
        },
        {
          "name": "金融科技应用",
          "count": 7
        },
        {
          "name": "医疗健康应用",
          "count": 3
        },
        {
          "name": "数字资产平台",
          "count": 3
        },
        {
          "name": "航天/国防自动化",
          "count": 2
        },
        {
          "name": "互联网内容平台",
          "count": 1
        },
        {
          "name": "自动驾驶/机器人",
          "count": 1
        },
        {
          "name": "社交/视觉AI应用",
          "count": 1
        },
        {
          "name": "端侧AI/消费电子",
          "count": 1
        },
        {
          "name": "企业AI应用平台",
          "count": 1
        },
        {
          "name": "传感器/工业自动化",
          "count": 1
        }
      ],
      "mainColor": "#df6b16",
      "softColor": "#fff7ed"
    }
  ],
  "companies": [
    {
      "companyCode": "NBIS",
      "companyName": "Nebius Group N.V.",
      "ticker": "NBIS",
      "aliases": [
        "NBIS"
      ],
      "securityId": "US:NBIS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 691,
      "rawTickerCount": 860,
      "frequencyRank": 1,
      "firstSeen": "2025-07-21",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 云与 GPU 算力平台",
      "businessSummary": "Nebius 是欧洲 AI 云与 GPU 算力基础设施平台，面向 AI 公司提供训练/推理集群、算力租赁、数据中心与云服务",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/NBIS/latest.html",
      "latestSourceFile": "NBIS_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "NBIS_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "3b27f1d67d7574fdb9f56dff2f323d253b5a75330fd54599fc98bffcc30904a0",
      "updatedAt": "2026-06-20T08:40:29.470140+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "NBIS Nebius Group N.V.：Serenity 路线下的 AI 云基础设施个股学习报告",
          "reportUrl": "/company-analysis/reports/NBIS/NBIS_v2026_06_20.html",
          "sourceFile": "NBIS_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "3b27f1d67d7574fdb9f56dff2f323d253b5a75330fd54599fc98bffcc30904a0",
          "sourceSize": 35352,
          "sourceMtime": "2026-06-20T08:40:29.470140+00:00",
          "updatedAt": "2026-06-20T08:40:29.470140+00:00",
          "isLatest": true
        },
        {
          "version": "v0.3-source-expanded",
          "title": "NBIS Nebius Group N.V. 个股学习报告 v0.2",
          "reportUrl": "/company-analysis/reports/NBIS/NBIS_v0_2.html",
          "sourceFile": "NBIS_Nebius_Group_NV_研究报告_v0.2.md",
          "sourceHash": "b9019c03288470a89a0d500b74159503b9b7dd78a69a0645ee196b8b45e19e50",
          "sourceSize": 41317,
          "sourceMtime": "2026-06-19T14:52:57.266098+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        },
        {
          "version": "v0.1",
          "title": "NBIS Nebius Group N.V. 个股学习报告",
          "reportUrl": "/company-analysis/reports/NBIS/NBIS_v0_1.html",
          "sourceFile": "NBIS_Nebius_Group_NV_研究报告.md",
          "sourceHash": "88e8e17e04d5f42f192115c869c2077d80f94c6d17e0c72d76306d3d438007cb",
          "sourceSize": 15271,
          "sourceMtime": "2026-06-19T13:18:07.323905+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_NBIS_0001104659_26_052948",
      "financialEvidenceId": "us_sec_ev_NBIS_0001104659_26_052948_cloud_capex_upcycle_01_15ec480bf9",
      "serenitySourceDocumentId": "serenity_ticker:NBIS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0461c9583a65",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "SIVE.ST",
      "companyName": "Sivers Semiconductors AB",
      "ticker": "SIVE",
      "aliases": [
        "SIVE.ST"
      ],
      "securityId": "EU:SIVE.ST",
      "market": "EUROPE",
      "exchange": "STO",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 572,
      "rawTickerCount": 761,
      "frequencyRank": 2,
      "firstSeen": "2025-12-23",
      "lastSeen": "2026-06-08",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/化合物半导体",
      "industryRole": "光子与毫米波半导体方案",
      "businessSummary": "Sivers 提供毫米波和光子半导体方案，包括 DFB 激光器、beamformer 和光通信器件，连接 AI 光互连与无线应用",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/SIVE.ST/latest.html",
      "latestSourceFile": "SIVE_ST_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "SIVE_ST_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "4cd1184eda98611c92dabfb31fe1a35b6d4157ef530217e9bf793b8067e096aa",
      "updatedAt": "2026-06-20T07:48:42.342402+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "SIVE.ST Sivers Semiconductors AB：Serenity 路线下的光通信与化合物半导体个股学习报告",
          "reportUrl": "/company-analysis/reports/SIVE.ST/SIVE.ST_v2026_06_20.html",
          "sourceFile": "SIVE_ST_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "4cd1184eda98611c92dabfb31fe1a35b6d4157ef530217e9bf793b8067e096aa",
          "sourceSize": 25636,
          "sourceMtime": "2026-06-20T07:48:42.342402+00:00",
          "updatedAt": "2026-06-20T07:48:42.342402+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "SIVE.ST Sivers Semiconductors AB 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/SIVE.ST/SIVE.ST_v0_1.html",
          "sourceFile": "SIVE_ST_Sivers_Semiconductors_AB_研究报告_v0.1.md",
          "sourceHash": "83a05d5cd51655a7dc4425c94fcb458ff4ab7240c8aa0c304dd6a556fc152247",
          "sourceSize": 13218,
          "sourceMtime": "2026-06-19T15:15:21.835139+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SIVE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9b83ade1a2da",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AXTI",
      "companyName": "AXT Inc",
      "ticker": "AXTI",
      "aliases": [
        "AXTI"
      ],
      "securityId": "US:AXTI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 541,
      "rawTickerCount": 609,
      "frequencyRank": 3,
      "firstSeen": "2025-12-22",
      "lastSeen": "2026-06-07",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "InP/GaAs/Ge 衬底材料",
      "businessSummary": "AXT 提供化合物半导体衬底材料，如 InP、GaAs 和 Ge，连接光通信器件、射频、激光和 AI 数据中心上游材料环节",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/AXTI/latest.html",
      "latestSourceFile": "AXTI_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "AXTI_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "20fae72f7d5b8e07e13e2e129eb5d6ca35bad59da96b40a186727177eff55ac8",
      "updatedAt": "2026-06-20T08:25:11.521088+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "AXTI AXT Inc：Serenity 路线下的 AI 产业链个股学习报告",
          "reportUrl": "/company-analysis/reports/AXTI/AXTI_v2026_06_20.html",
          "sourceFile": "AXTI_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "20fae72f7d5b8e07e13e2e129eb5d6ca35bad59da96b40a186727177eff55ac8",
          "sourceSize": 29542,
          "sourceMtime": "2026-06-20T08:25:11.521088+00:00",
          "updatedAt": "2026-06-20T08:25:11.521088+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "AXTI AXT Inc 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/AXTI/AXTI_v0_1.html",
          "sourceFile": "AXTI_AXT_Inc_研究报告_v0.1.md",
          "sourceHash": "291989d7e1eec666bd73d257ad32b6488ab7c4bcb3d66579010884d7bf81810e",
          "sourceSize": 13802,
          "sourceMtime": "2026-06-19T15:15:22.664791+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AXTI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e212ed7d8841",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NVDA",
      "companyName": "NVIDIA Corporation",
      "ticker": "NVDA",
      "aliases": [
        "NVDA"
      ],
      "securityId": "US:NVDA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 520,
      "rawTickerCount": 491,
      "frequencyRank": 4,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-06-08",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "GPU/加速计算平台",
      "industryRole": "GPU、网络、CUDA 与 AI 系统供应商",
      "businessSummary": "NVIDIA 提供 GPU、加速计算平台、NVLink/InfiniBand 网络、CUDA 软件和 AI 系统，是 AI factory 基础设施核心供应商",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/NVDA/latest.html",
      "latestSourceFile": "NVDA_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "NVDA_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "bfbe95dba7eae59d9ce6e8e0c3648e8e416687b7d6342733c7b0471b6241b66f",
      "updatedAt": "2026-06-20T08:33:19.123600+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "NVDA NVIDIA Corporation：Serenity 路线下的 AI 产业链个股学习报告",
          "reportUrl": "/company-analysis/reports/NVDA/NVDA_v2026_06_20.html",
          "sourceFile": "NVDA_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "bfbe95dba7eae59d9ce6e8e0c3648e8e416687b7d6342733c7b0471b6241b66f",
          "sourceSize": 26891,
          "sourceMtime": "2026-06-20T08:33:19.123600+00:00",
          "updatedAt": "2026-06-20T08:33:19.123600+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "NVDA NVIDIA Corporation 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/NVDA/NVDA_v0_1.html",
          "sourceFile": "NVDA_NVIDIA_Corporation_研究报告_v0.1.md",
          "sourceHash": "7de765dc98ad6a0ecd4d72dd6bf5d58e91f4fcf0e30c9fb8d079d29560de1910",
          "sourceSize": 13894,
          "sourceMtime": "2026-06-19T15:15:23.067337+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2024-10-27",
      "financialEvidenceSourceDocumentId": "us_sec_NVDA_0001045810_24_000316",
      "financialEvidenceId": "us_sec_ev_NVDA_0001045810_24_000316_ai_application_monetization_01_3a4ed40f23",
      "serenitySourceDocumentId": "serenity_ticker:NVDA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2a34ec178ae1",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "LITE",
      "companyName": "Lumentum Holdings Inc.",
      "ticker": "LITE",
      "aliases": [
        "LITE"
      ],
      "securityId": "US:LITE",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 509,
      "rawTickerCount": 639,
      "frequencyRank": 5,
      "firstSeen": "2025-10-25",
      "lastSeen": "2026-06-04",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信器件",
      "industryRole": "光通信、激光器和光互连器件",
      "businessSummary": "Lumentum 提供光通信器件、激光器和光子子系统，产品用于云数据中心、AI 光互连、通信网络和工业激光场景",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/LITE/latest.html",
      "latestSourceFile": "LITE_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "LITE_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "9962379d4199170e6de1b7674744733a1f43cdb7319009bd8f2ebdb73a5deaf0",
      "updatedAt": "2026-06-20T08:55:47.011739+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "LITE Lumentum Holdings Inc.：Serenity 路线下的 AI 光通信个股学习报告",
          "reportUrl": "/company-analysis/reports/LITE/LITE_v2026_06_20.html",
          "sourceFile": "LITE_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "9962379d4199170e6de1b7674744733a1f43cdb7319009bd8f2ebdb73a5deaf0",
          "sourceSize": 31969,
          "sourceMtime": "2026-06-20T08:55:47.011739+00:00",
          "updatedAt": "2026-06-20T08:55:47.011739+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "LITE Lumentum Holdings Inc. 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/LITE/LITE_v0_1.html",
          "sourceFile": "LITE_Lumentum_Holdings_Inc_研究报告_v0.1.md",
          "sourceHash": "863ed6655dd39e701e8c5b51466a8fe6084ed0eace7efc636519bd27ea9d0d17",
          "sourceSize": 14801,
          "sourceMtime": "2026-06-19T15:15:23.849287+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2026-03-28",
      "financialEvidenceSourceDocumentId": "us_sec_LITE_0001628280_26_030777",
      "financialEvidenceId": "us_sec_ev_LITE_0001628280_26_030777_cloud_capex_upcycle_01_adaafbf1e5",
      "serenitySourceDocumentId": "serenity_ticker:LITE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f617bf4a12b3",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "IREN",
      "companyName": "IREN LIMITED",
      "ticker": "IREN",
      "aliases": [
        "IREN"
      ],
      "securityId": "US:IREN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 443,
      "rawTickerCount": 551,
      "frequencyRank": 6,
      "firstSeen": "2025-08-31",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "低成本电力和数据中心转向 AI/HPC",
      "businessSummary": "IREN 从比特币矿业转向 AI/HPC 基础设施，利用低成本电力、数据中心和 GPU capacity 提供云算力与托管服务",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/IREN/latest.html",
      "latestSourceFile": "IREN_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "IREN_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "45777d4a49610812e70f471121c1f527ab478918c3b670e2866c0bf37f689c1d",
      "updatedAt": "2026-06-20T13:35:37.906986+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "IREN IREN LIMITED：Serenity 路线下的 AI 算力基础设施个股学习报告",
          "reportUrl": "/company-analysis/reports/IREN/IREN_v2026_06_20.html",
          "sourceFile": "IREN_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "45777d4a49610812e70f471121c1f527ab478918c3b670e2866c0bf37f689c1d",
          "sourceSize": 28238,
          "sourceMtime": "2026-06-20T13:35:37.906986+00:00",
          "updatedAt": "2026-06-20T13:35:37.906986+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "IREN IREN LIMITED 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/IREN/IREN_v0_1.html",
          "sourceFile": "IREN_IREN_LIMITED_研究报告_v0.1.md",
          "sourceHash": "85569181f2dd5eeb07b865127a026e3bf0869401f7c4c9bf576bfefb0a623885",
          "sourceSize": 13313,
          "sourceMtime": "2026-06-19T15:15:24.500904+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_IREN_0001878848_26_000026",
      "financialEvidenceId": "us_sec_ev_IREN_0001878848_26_000026_cloud_capex_upcycle_01_400e19a3ac",
      "serenitySourceDocumentId": "serenity_ticker:IREN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:60b3bced8258",
      "sourceDocumentCount": 4,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "AAOI",
      "companyName": "Applied Optoelectronics, Inc.",
      "ticker": "AAOI",
      "aliases": [
        "AAOI"
      ],
      "securityId": "US:AAOI",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 423,
      "rawTickerCount": 495,
      "frequencyRank": 7,
      "firstSeen": "2025-12-11",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光模块/激光器",
      "industryRole": "数据中心光收发模块",
      "businessSummary": "Applied Optoelectronics 是光通信产品公司，提供数据中心光收发模块、激光器、光组件和 HFC 网络产品，受益 AI 集群高速互连需求",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/AAOI/latest.html",
      "latestSourceFile": "AAOI_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "AAOI_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "039786aaafadc5abbf83a1492dcebc333749f14a356fddda852ad74f08b69461",
      "updatedAt": "2026-06-20T13:53:38.035079+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "AAOI Applied Optoelectronics, Inc.：Serenity 路线下的 AI 光通信个股学习报告",
          "reportUrl": "/company-analysis/reports/AAOI/AAOI_v2026_06_20.html",
          "sourceFile": "AAOI_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "039786aaafadc5abbf83a1492dcebc333749f14a356fddda852ad74f08b69461",
          "sourceSize": 29691,
          "sourceMtime": "2026-06-20T13:53:38.035079+00:00",
          "updatedAt": "2026-06-20T13:53:38.035079+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "AAOI Applied Optoelectronics, Inc. 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/AAOI/AAOI_v0_1.html",
          "sourceFile": "AAOI_Applied_Optoelectronics_Inc_研究报告_v0.1.md",
          "sourceHash": "59312aa14eb57d56f72404f4a5e80b66b8960d76cad9a62cd38ddb77253f543c",
          "sourceSize": 14753,
          "sourceMtime": "2026-06-19T15:15:25.223962+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AAOI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1dd9c6dd68e9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GOOGL",
      "companyName": "Alphabet Inc.",
      "ticker": "GOOGL",
      "aliases": [
        "GOOGL"
      ],
      "securityId": "US:GOOGL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 351,
      "rawTickerCount": 297,
      "frequencyRank": 8,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-06-05",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "Hyperscaler/AI Cloud",
      "industryRole": "Google Cloud、TPU、Gemini 与 AI 数据中心",
      "businessSummary": "Alphabet 以 Google Search、YouTube 和 Google Cloud 为核心，结合 TPU、Gemini、数据中心和广告生态推进 AI 平台化",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/GOOGL/latest.html",
      "latestSourceFile": "GOOGL_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "GOOGL_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "ac65007dfa139a75967df21a2dd9b41c2521055831c58e9e98ee8d960518159e",
      "updatedAt": "2026-06-20T14:08:57.458658+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "GOOGL Alphabet Inc.：Serenity 路线下的 hyperscaler AI capex 与 TPU 学习报告",
          "reportUrl": "/company-analysis/reports/GOOGL/GOOGL_v2026_06_20.html",
          "sourceFile": "GOOGL_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "ac65007dfa139a75967df21a2dd9b41c2521055831c58e9e98ee8d960518159e",
          "sourceSize": 29036,
          "sourceMtime": "2026-06-20T14:08:57.458658+00:00",
          "updatedAt": "2026-06-20T14:08:57.458658+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "GOOGL Alphabet Inc. 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/GOOGL/GOOGL_v0_1.html",
          "sourceFile": "GOOGL_Alphabet_Inc_研究报告_v0.1.md",
          "sourceHash": "2d27355bfd4305d2a9373339b558f25730c3dfd97b7aa74d5f10680872224704",
          "sourceSize": 14753,
          "sourceMtime": "2026-06-19T15:15:26.014889+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2024-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_GOOGL_0001652044_24_000118",
      "financialEvidenceId": "us_sec_ev_GOOGL_0001652044_24_000118_cloud_capex_upcycle_01_40d122c1d5",
      "serenitySourceDocumentId": "serenity_ticker:GOOGL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:24842dc5515b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "MSFT",
      "companyName": "Microsoft Corporation",
      "ticker": "MSFT",
      "aliases": [
        "MSFT"
      ],
      "securityId": "US:MSFT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 338,
      "rawTickerCount": 296,
      "frequencyRank": 9,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-06-01",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "Hyperscaler/AI Cloud",
      "industryRole": "Azure、OpenAI/Copilot 与 AI 云基础设施",
      "businessSummary": "Microsoft 以 Azure、Office、Windows 和 GitHub 为核心，结合 OpenAI、Copilot 和自研 Maia/Cobalt 推进企业 AI 平台",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/MSFT/latest.html",
      "latestSourceFile": "MSFT_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "MSFT_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "b8987d91fd3b18fd0f2950fb45dd38544f5e83e552f0b12c76aa4f62c4f96474",
      "updatedAt": "2026-06-20T14:16:43.020634+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "MSFT Microsoft Corporation：Serenity 路线下的 Azure AI、Copilot 与 hyperscaler capex 学习报告",
          "reportUrl": "/company-analysis/reports/MSFT/MSFT_v2026_06_20.html",
          "sourceFile": "MSFT_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "b8987d91fd3b18fd0f2950fb45dd38544f5e83e552f0b12c76aa4f62c4f96474",
          "sourceSize": 28824,
          "sourceMtime": "2026-06-20T14:16:43.020634+00:00",
          "updatedAt": "2026-06-20T14:16:43.020634+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "MSFT Microsoft Corporation 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/MSFT/MSFT_v0_1.html",
          "sourceFile": "MSFT_Microsoft_Corporation_研究报告_v0.1.md",
          "sourceHash": "b32e3c13a6f958e511d096ab18898a074dd3716d7bf1ee69e6670984587f31e1",
          "sourceSize": 15053,
          "sourceMtime": "2026-06-19T15:15:27.730651+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "period: 2023-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_MSFT_0000950170_24_008814",
      "financialEvidenceId": "us_sec_ev_MSFT_0000950170_24_008814_cloud_capex_upcycle_01_ad8b7c554a",
      "serenitySourceDocumentId": "serenity_ticker:MSFT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dd43cbf8db13",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "META",
      "companyName": "Meta Platforms, Inc.",
      "ticker": "META",
      "aliases": [
        "META"
      ],
      "securityId": "US:META",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 312,
      "rawTickerCount": 258,
      "frequencyRank": 10,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-06-04",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "Hyperscaler/AI Capex",
      "industryRole": "自建 AI 算力、广告与推荐系统基础设施",
      "businessSummary": "Meta 运营 Facebook、Instagram、WhatsApp 等社交平台，并把 AI 嵌入广告、推荐、内容生成、智能眼镜和自建算力体系",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/META/latest.html",
      "latestSourceFile": "META_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "META_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "d1b8d5db91b57d1675e5f77677b6349027074c12e9f9ec9b16507cf1177c737e",
      "updatedAt": "2026-06-20T14:22:29.602209+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "META Meta Platforms, Inc.：Serenity 路线下的广告现金流、AI 基础设施与外部算力合同学习报告",
          "reportUrl": "/company-analysis/reports/META/META_v2026_06_20.html",
          "sourceFile": "META_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "d1b8d5db91b57d1675e5f77677b6349027074c12e9f9ec9b16507cf1177c737e",
          "sourceSize": 27017,
          "sourceMtime": "2026-06-20T14:22:29.602209+00:00",
          "updatedAt": "2026-06-20T14:22:29.602209+00:00",
          "isLatest": true
        },
        {
          "version": "v0.1-local-evidence",
          "title": "META Meta Platforms, Inc. 个股学习报告 v0.1",
          "reportUrl": "/company-analysis/reports/META/META_v0_1.html",
          "sourceFile": "META_Meta_Platforms_Inc_研究报告_v0.1.md",
          "sourceHash": "a883b6f468ed98cbd06e3bdc75a7bf1a9c4787bd1331479b7dec106b37824cb3",
          "sourceSize": 13482,
          "sourceMtime": "2026-06-19T15:15:28.316008+00:00",
          "updatedAt": "2026-06-19",
          "isLatest": false
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:META",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:71920292728e",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "AMZN",
      "companyName": "Amazon.com, Inc.",
      "ticker": "AMZN",
      "aliases": [
        "AMZN"
      ],
      "securityId": "US:AMZN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 290,
      "rawTickerCount": 232,
      "frequencyRank": 11,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-06-05",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "Hyperscaler/AI Cloud",
      "industryRole": "AWS、Trainium/Inferentia 与 AI 云基础设施",
      "businessSummary": "Amazon 以 AWS 为核心提供云计算、AI 服务和自研 Trainium/Inferentia 芯片，同时电商、广告和物流构成现金流底盘",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/AMZN/latest.html",
      "latestSourceFile": "AMZN_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "AMZN_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "75dcf753bac73355f84dc487a7292e5facba57b5e5c15119fc3cdf0af98b393d",
      "updatedAt": "2026-06-20T14:33:48.766298+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "AMZN Amazon.com, Inc.：Serenity 路线下的 AWS、Trainium 与 AI 云资本开支学习报告",
          "reportUrl": "/company-analysis/reports/AMZN/AMZN_v2026_06_20.html",
          "sourceFile": "AMZN_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "75dcf753bac73355f84dc487a7292e5facba57b5e5c15119fc3cdf0af98b393d",
          "sourceSize": 31936,
          "sourceMtime": "2026-06-20T14:33:48.766298+00:00",
          "updatedAt": "2026-06-20T14:33:48.766298+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMZN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:154258529a54",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "TSM",
      "companyName": "Taiwan Semiconductor Manufactur",
      "ticker": "TSM",
      "aliases": [
        "TSM"
      ],
      "securityId": "US:TSM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 286,
      "rawTickerCount": 227,
      "frequencyRank": 12,
      "firstSeen": "2025-09-09",
      "lastSeen": "2026-06-07",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "Foundry/先进封装",
      "industryRole": "先进制程、CoWoS 与 AI 芯片制造",
      "businessSummary": "TSMC 是全球先进制程晶圆代工龙头，提供 3nm/2nm、先进封装和 CoWoS 等能力，是 AI 芯片供应链核心制造平台",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/TSM/latest.html",
      "latestSourceFile": "TSM_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "TSM_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "5e84bea62d0687acbe087288286582dae65a4212caac40c1d77e005f7695598b",
      "updatedAt": "2026-06-20T14:49:30.129347+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "TSM Taiwan Semiconductor Manufacturing Company Limited：Serenity 路线下的 AI 算力制造、先进制程与先进封装学习报告",
          "reportUrl": "/company-analysis/reports/TSM/TSM_v2026_06_20.html",
          "sourceFile": "TSM_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "5e84bea62d0687acbe087288286582dae65a4212caac40c1d77e005f7695598b",
          "sourceSize": 37393,
          "sourceMtime": "2026-06-20T14:49:30.129347+00:00",
          "updatedAt": "2026-06-20T14:49:30.129347+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TSM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:aa164a406cbb",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "COHR",
      "companyName": "Coherent Corp.",
      "ticker": "COHR",
      "aliases": [
        "COHR"
      ],
      "securityId": "US:COHR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 280,
      "rawTickerCount": 260,
      "frequencyRank": 13,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-06-03",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信/材料",
      "industryRole": "激光器、光模块与 InP 材料",
      "businessSummary": "Coherent 是光子与材料平台公司，提供激光器、光模块、InP 材料和高速光通信产品，服务 AI 数据中心与工业应用",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/COHR/latest.html",
      "latestSourceFile": "COHR_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "COHR_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "670478accd72300884c94ec9c7bf126d74dd299f680332e89c18565799a3660b",
      "updatedAt": "2026-06-20T15:04:13.212380+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "COHR Coherent Corp.：Serenity 路线下的 AI 光通信、InP 材料与先进光互连学习报告",
          "reportUrl": "/company-analysis/reports/COHR/COHR_v2026_06_20.html",
          "sourceFile": "COHR_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "670478accd72300884c94ec9c7bf126d74dd299f680332e89c18565799a3660b",
          "sourceSize": 36132,
          "sourceMtime": "2026-06-20T15:04:13.212380+00:00",
          "updatedAt": "2026-06-20T15:04:13.212380+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_COHR_0000820318_26_000013",
      "financialEvidenceId": "us_sec_ev_COHR_0000820318_26_000013_cloud_capex_upcycle_01_be53f8ae6c",
      "serenitySourceDocumentId": "serenity_ticker:COHR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:af18ad02eb5e",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "MRVL",
      "companyName": "Marvell Technology, Inc.",
      "ticker": "MRVL",
      "aliases": [
        "MRVL"
      ],
      "securityId": "US:MRVL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 269,
      "rawTickerCount": 260,
      "frequencyRank": 14,
      "firstSeen": "2025-08-25",
      "lastSeen": "2026-06-06",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "ASIC/光互连/以太网",
      "industryRole": "云厂商 ASIC、网络和光互连芯片",
      "businessSummary": "Marvell 提供数据中心半导体、定制 ASIC、以太网、存储和光互连芯片，连接云厂商自研算力与 AI 网络升级",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/MRVL/latest.html",
      "latestSourceFile": "MRVL_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "MRVL_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "e71cdd0768e12d7500d24d860cd62e534c8064d8dd5c0511516fb9f5638e49e6",
      "updatedAt": "2026-06-20T15:11:31.740265+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "MRVL Marvell Technology, Inc.：Serenity 路线下的 AI Custom Silicon、网络交换与光互连学习报告",
          "reportUrl": "/company-analysis/reports/MRVL/MRVL_v2026_06_20.html",
          "sourceFile": "MRVL_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "e71cdd0768e12d7500d24d860cd62e534c8064d8dd5c0511516fb9f5638e49e6",
          "sourceSize": 34951,
          "sourceMtime": "2026-06-20T15:11:31.740265+00:00",
          "updatedAt": "2026-06-20T15:11:31.740265+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2026-05-02",
      "financialEvidenceSourceDocumentId": "us_sec_MRVL_0001835632_26_000019",
      "financialEvidenceId": "us_sec_ev_MRVL_0001835632_26_000019_cloud_capex_upcycle_01_e8e1d9d6dc",
      "serenitySourceDocumentId": "serenity_ticker:MRVL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7c95b442e0bb",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "CIFR",
      "companyName": "Cipher Digital Inc.",
      "ticker": "CIFR",
      "aliases": [
        "CIFR"
      ],
      "securityId": "US:CIFR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 210,
      "rawTickerCount": 202,
      "frequencyRank": 15,
      "firstSeen": "2025-09-03",
      "lastSeen": "2026-06-01",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "低成本电力和数据中心转向 AI/HPC",
      "businessSummary": "Cipher Digital 从比特币矿场转向 AI/HPC 数据中心，核心资产是电力、土地、并网能力和可出租给 hyperscaler 的基础设施",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/CIFR/latest.html",
      "latestSourceFile": "CIFR_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "CIFR_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "89fb87a5ce55ef4291115b5dddcd39aaa809acad9195f30447b9395f0713fb9a",
      "updatedAt": "2026-06-20T15:20:38.860731+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "CIFR Cipher Digital Inc.：Serenity 路线下的 AI/HPC 数据中心、Power Pipeline 与 Neocloud 转型学习报告",
          "reportUrl": "/company-analysis/reports/CIFR/CIFR_v2026_06_20.html",
          "sourceFile": "CIFR_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "89fb87a5ce55ef4291115b5dddcd39aaa809acad9195f30447b9395f0713fb9a",
          "sourceSize": 23371,
          "sourceMtime": "2026-06-20T15:20:38.860731+00:00",
          "updatedAt": "2026-06-20T15:20:38.860731+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CIFR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:157cac471c1c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "CRWV",
      "companyName": "CoreWeave, Inc.",
      "ticker": "CRWV",
      "aliases": [
        "CRWV"
      ],
      "securityId": "US:CRWV",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 202,
      "rawTickerCount": 227,
      "frequencyRank": 16,
      "firstSeen": "2025-07-21",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 云与 GPU 算力平台",
      "businessSummary": "CoreWeave 是 AI 云平台，出租大规模 GPU 集群并提供训练、推理和算力基础设施服务，客户集中度和资本开支较高",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/CRWV/latest.html",
      "latestSourceFile": "CRWV_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "CRWV_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "6790dc382cd40a274a5e03fdf77fdb0bc155fe14632b8301923b575214578100",
      "updatedAt": "2026-06-20T15:29:12.075817+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "CRWV CoreWeave, Inc.：Serenity 路线下的 AI 云平台、GPU 基础设施与 Backlog 兑现学习报告",
          "reportUrl": "/company-analysis/reports/CRWV/CRWV_v2026_06_20.html",
          "sourceFile": "CRWV_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "6790dc382cd40a274a5e03fdf77fdb0bc155fe14632b8301923b575214578100",
          "sourceSize": 24615,
          "sourceMtime": "2026-06-20T15:29:12.075817+00:00",
          "updatedAt": "2026-06-20T15:29:12.075817+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_CRWV_0001769628_26_000104",
      "financialEvidenceId": "us_sec_ev_CRWV_0001769628_26_000104_cloud_capex_upcycle_01_9ae594e79e",
      "serenitySourceDocumentId": "serenity_ticker:CRWV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:347ae16d8df5",
      "sourceDocumentCount": 5,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "AVGO",
      "companyName": "Broadcom Inc.",
      "ticker": "AVGO",
      "aliases": [
        "AVGO"
      ],
      "securityId": "US:AVGO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 192,
      "rawTickerCount": 134,
      "frequencyRank": 17,
      "firstSeen": "2025-09-09",
      "lastSeen": "2026-06-07",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "ASIC/以太网/互连",
      "industryRole": "定制 ASIC 与 AI 数据中心网络",
      "businessSummary": "Broadcom 提供定制 ASIC、以太网交换芯片、光互连组件和 VMware 软件，是 AI 数据中心网络与云厂商自研芯片的重要供应商",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/AVGO/latest.html",
      "latestSourceFile": "AVGO_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "AVGO_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "0939ccadf20c072bf1eb2597493488232effb925e7131c182bc96532948402a2",
      "updatedAt": "2026-06-20T15:35:18.447043+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "AVGO Broadcom Inc.：Serenity 路线下的云厂商自研 ASIC、AI 网络与 VMware 软件现金流学习报告",
          "reportUrl": "/company-analysis/reports/AVGO/AVGO_v2026_06_20.html",
          "sourceFile": "AVGO_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "0939ccadf20c072bf1eb2597493488232effb925e7131c182bc96532948402a2",
          "sourceSize": 21961,
          "sourceMtime": "2026-06-20T15:35:18.447043+00:00",
          "updatedAt": "2026-06-20T15:35:18.447043+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-08-03",
      "financialEvidenceSourceDocumentId": "us_sec_AVGO_0001730168_25_000098",
      "financialEvidenceId": "us_sec_ev_AVGO_0001730168_25_000098_cloud_capex_upcycle_01_64a09d9b77",
      "serenitySourceDocumentId": "serenity_ticker:AVGO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a91ebc14c913",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "HOOD",
      "companyName": "Robinhood Markets, Inc.",
      "ticker": "HOOD",
      "aliases": [
        "HOOD"
      ],
      "securityId": "US:HOOD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 190,
      "rawTickerCount": 168,
      "frequencyRank": 18,
      "firstSeen": "2025-07-02",
      "lastSeen": "2026-06-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "金融科技应用",
      "industryRole": "零售交易与金融科技平台",
      "businessSummary": "Robinhood 是面向零售投资者的金融科技平台，提供股票、期权、加密货币、现金管理和订阅服务，向金融超级 App 演进",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/HOOD/latest.html",
      "latestSourceFile": "HOOD_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "HOOD_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "07144140ce09d466447231fc86a39d75e798e3899999021377ba039072c15108",
      "updatedAt": "2026-06-20T15:40:06.920709+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "HOOD Robinhood Markets, Inc.：Serenity 路线下的金融超级 App、AI 助手、Prediction Markets 与 Tokenization 学习报告",
          "reportUrl": "/company-analysis/reports/HOOD/HOOD_v2026_06_20.html",
          "sourceFile": "HOOD_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "07144140ce09d466447231fc86a39d75e798e3899999021377ba039072c15108",
          "sourceSize": 22226,
          "sourceMtime": "2026-06-20T15:40:06.920709+00:00",
          "updatedAt": "2026-06-20T15:40:06.920709+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2022-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_HOOD_0001783879_22_000104",
      "financialEvidenceId": "us_sec_ev_HOOD_0001783879_22_000104_cloud_capex_upcycle_01_b2dfb70df8",
      "serenitySourceDocumentId": "serenity_ticker:HOOD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a334a0825275",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "MU",
      "companyName": "Micron Technology, Inc.",
      "ticker": "MU",
      "aliases": [
        "MU"
      ],
      "securityId": "US:MU",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 185,
      "rawTickerCount": 161,
      "frequencyRank": 19,
      "firstSeen": "2025-09-25",
      "lastSeen": "2026-06-07",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "HBM/DRAM/NAND",
      "industryRole": "AI 服务器内存与存储",
      "businessSummary": "Micron 提供 DRAM、NAND、HBM 和 SSD 存储产品，是 AI 服务器、GPU 集群和数据中心存储扩张的核心供应商之一",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/MU/latest.html",
      "latestSourceFile": "MU_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "MU_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "86e4a4734d181514c88109d472a3020cdc2894b4faab3682d7d52f65c8f7cec2",
      "updatedAt": "2026-06-20T15:48:19.819620+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "MU Micron Technology, Inc.：Serenity 路线下的 HBM、DRAM/NAND 周期与 AI 数据中心内存学习报告",
          "reportUrl": "/company-analysis/reports/MU/MU_v2026_06_20.html",
          "sourceFile": "MU_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "86e4a4734d181514c88109d472a3020cdc2894b4faab3682d7d52f65c8f7cec2",
          "sourceSize": 26075,
          "sourceMtime": "2026-06-20T15:48:19.819620+00:00",
          "updatedAt": "2026-06-20T15:48:19.819620+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:869b2fe81183",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "RKLB",
      "companyName": "Rocket Lab Corporation",
      "ticker": "RKLB",
      "aliases": [
        "RKLB"
      ],
      "securityId": "US:RKLB",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 179,
      "rawTickerCount": 157,
      "frequencyRank": 20,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-05-25",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "航天/国防自动化",
      "industryRole": "发射、卫星和航天系统",
      "businessSummary": "Rocket Lab 提供小型火箭发射、卫星平台、航天系统和任务服务，连接商业航天、国防需求与垂直整合制造",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/RKLB/latest.html",
      "latestSourceFile": "RKLB_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "RKLB_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "73129c479a5d3b499f1cdd01e4de3ebf746882dcaf1111aa19e8d0bda36c1655",
      "updatedAt": "2026-06-20T15:54:01.662430+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "RKLB Rocket Lab Corporation：Serenity 路线下的太空基础设施、发射服务与卫星系统学习报告",
          "reportUrl": "/company-analysis/reports/RKLB/RKLB_v2026_06_20.html",
          "sourceFile": "RKLB_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "73129c479a5d3b499f1cdd01e4de3ebf746882dcaf1111aa19e8d0bda36c1655",
          "sourceSize": 24445,
          "sourceMtime": "2026-06-20T15:54:01.662430+00:00",
          "updatedAt": "2026-06-20T15:54:01.662430+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RKLB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d4cfc52ccae0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SOI.PA",
      "companyName": "SOITEC",
      "ticker": "SOI",
      "aliases": [
        "SOI.PA"
      ],
      "securityId": "EU:SOI.PA",
      "market": "EUROPE",
      "exchange": "PAR",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 176,
      "rawTickerCount": 170,
      "frequencyRank": 21,
      "firstSeen": "2026-03-11",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "工程化衬底材料",
      "industryRole": "SOI/POI 等先进衬底",
      "businessSummary": "SOITEC 提供工程化半导体衬底材料，如 SOI、POI 等，服务射频、汽车、光子和先进半导体器件制造",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/SOI.PA/latest.html",
      "latestSourceFile": "SOI_PA_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "SOI_PA_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "c9bff2a6c1ccc070e2829d54dd72e8480a7d92ba18c13b99e64ae5227b0462f8",
      "updatedAt": "2026-06-20T16:03:39.278731+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "SOI.PA SOITEC：Serenity 路线下的硅光衬底、工程化半导体材料与 AI 光互连学习报告",
          "reportUrl": "/company-analysis/reports/SOI.PA/SOI.PA_v2026_06_20.html",
          "sourceFile": "SOI_PA_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "c9bff2a6c1ccc070e2829d54dd72e8480a7d92ba18c13b99e64ae5227b0462f8",
          "sourceSize": 21399,
          "sourceMtime": "2026-06-20T16:03:39.278731+00:00",
          "updatedAt": "2026-06-20T16:03:39.278731+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SOI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ce19409cac8e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IQE.L",
      "companyName": "IQE PLC ORD 1P",
      "ticker": "IQE.L",
      "aliases": [
        "IQE.L"
      ],
      "securityId": "EU:IQE.L",
      "market": "EUROPE",
      "exchange": "LSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 169,
      "rawTickerCount": 1,
      "frequencyRank": 22,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-06-08",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体外延",
      "industryRole": "光通信、射频和传感外延片",
      "businessSummary": "IQE 是化合物半导体外延片供应商，服务光通信、射频、传感、国防和消费电子器件，是 AI 光互连上游材料环节",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/IQE.L/latest.html",
      "latestSourceFile": "IQE_L_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "IQE_L_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "d0918b5a4e0f36fcb31d632f37632b11d08da634a70bb59cf1e51d1a587ffaf7",
      "updatedAt": "2026-06-20T16:06:42.097071+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "IQE.L IQE PLC：Serenity 路线下的 InP 外延片、AI 数据中心光互连与化合物半导体材料学习报告",
          "reportUrl": "/company-analysis/reports/IQE.L/IQE.L_v2026_06_20.html",
          "sourceFile": "IQE_L_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "d0918b5a4e0f36fcb31d632f37632b11d08da634a70bb59cf1e51d1a587ffaf7",
          "sourceSize": 18780,
          "sourceMtime": "2026-06-20T16:06:42.097071+00:00",
          "updatedAt": "2026-06-20T16:06:42.097071+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IQE.L",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7cd619c2c6d2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SNDK",
      "companyName": "Sandisk Corporation",
      "ticker": "SNDK",
      "aliases": [
        "SNDK"
      ],
      "securityId": "US:SNDK",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 165,
      "rawTickerCount": 140,
      "frequencyRank": 23,
      "firstSeen": "2025-11-25",
      "lastSeen": "2026-06-01",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Sandisk 提供 NAND、企业级 SSD 和数据中心存储产品，受益 AI workloads 对高容量、高性能存储的长期需求",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/SNDK/latest.html",
      "latestSourceFile": "SNDK_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "SNDK_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "03f09e530cc1a01fbbcaa1a7af1308280987f86c43e7feef120f0b48425791b7",
      "updatedAt": "2026-06-20T16:10:33.689104+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "SNDK Sandisk Corporation：Serenity 路线下的 NAND、企业级 SSD 与 AI 数据中心存储学习报告",
          "reportUrl": "/company-analysis/reports/SNDK/SNDK_v2026_06_20.html",
          "sourceFile": "SNDK_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "03f09e530cc1a01fbbcaa1a7af1308280987f86c43e7feef120f0b48425791b7",
          "sourceSize": 19429,
          "sourceMtime": "2026-06-20T16:10:33.689104+00:00",
          "updatedAt": "2026-06-20T16:10:33.689104+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SNDK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c3cc260a355e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TSEM",
      "companyName": "Tower Semiconductor Ltd.",
      "ticker": "TSEM",
      "aliases": [
        "TSEM"
      ],
      "securityId": "US:TSEM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 152,
      "rawTickerCount": 125,
      "frequencyRank": 24,
      "firstSeen": "2026-02-11",
      "lastSeen": "2026-06-06",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Tower Semiconductor 是特色工艺代工厂，覆盖模拟、射频、电源、传感器和 silicon photonics，服务 AI 光互连和工业芯片",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/TSEM/latest.html",
      "latestSourceFile": "TSEM_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "TSEM_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "edcaa281bdd917083b995d6db2a0375e9fca8638d2c81c7633477dabb4d306e7",
      "updatedAt": "2026-06-20T16:14:42.587343+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "TSEM Tower Semiconductor：Serenity 路线下的 Silicon Photonics 代工、特色工艺与 AI 光互连学习报告",
          "reportUrl": "/company-analysis/reports/TSEM/TSEM_v2026_06_20.html",
          "sourceFile": "TSEM_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "edcaa281bdd917083b995d6db2a0375e9fca8638d2c81c7633477dabb4d306e7",
          "sourceSize": 17762,
          "sourceMtime": "2026-06-20T16:14:42.587343+00:00",
          "updatedAt": "2026-06-20T16:14:42.587343+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TSEM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5e42d9c0977b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "INTC",
      "companyName": "Intel Corporation",
      "ticker": "INTC",
      "aliases": [
        "INTC"
      ],
      "securityId": "US:INTC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 148,
      "rawTickerCount": 120,
      "frequencyRank": 25,
      "firstSeen": "2025-09-23",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Intel 提供 x86 CPU、数据中心芯片和代工制造服务，正在用 Intel Foundry、先进制程和封装重建 AI 半导体供应链位置",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/INTC/latest.html",
      "latestSourceFile": "INTC_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "INTC_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "3cf12c9a26c963abac7773dbc0030411c41ab5b6a05da07054668d7a8b037981",
      "updatedAt": "2026-06-20T16:22:43.155802+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "INTC Intel Corporation：Serenity 路线下的 CPU、Foundry、先进封装与 AI 基础设施学习报告",
          "reportUrl": "/company-analysis/reports/INTC/INTC_v2026_06_20.html",
          "sourceFile": "INTC_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "3cf12c9a26c963abac7773dbc0030411c41ab5b6a05da07054668d7a8b037981",
          "sourceSize": 23285,
          "sourceMtime": "2026-06-20T16:22:43.155802+00:00",
          "updatedAt": "2026-06-20T16:22:43.155802+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-12-27",
      "financialEvidenceSourceDocumentId": "us_sec_INTC_0000050863_26_000011",
      "financialEvidenceId": "us_sec_ev_INTC_0000050863_26_000011_cloud_capex_upcycle_01_713e01f235",
      "serenitySourceDocumentId": "serenity_ticker:INTC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cb5c3d3ab733",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "POET",
      "companyName": "POET Technologies Inc.",
      "ticker": "POET",
      "aliases": [
        "POET"
      ],
      "securityId": "US:POET",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 145,
      "rawTickerCount": 166,
      "frequencyRank": 26,
      "firstSeen": "2025-12-11",
      "lastSeen": "2026-06-08",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光子集成/CPO",
      "industryRole": "optical interposer 和光子集成平台",
      "businessSummary": "POET 提供光子集成平台和 optical interposer，把激光器、调制器、探测器和电子器件集成到 AI 光互连模块中",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/POET/latest.html",
      "latestSourceFile": "POET_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "POET_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "1b24ce816bd91f23befc1db7e05ab37bc1721c188ecaceacb797c1ef3b810570",
      "updatedAt": "2026-06-20T16:38:07.546279+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "POET Technologies：Serenity 路线下的 Optical Interposer、光引擎与 AI 光互连学习报告",
          "reportUrl": "/company-analysis/reports/POET/POET_v2026_06_20.html",
          "sourceFile": "POET_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "1b24ce816bd91f23befc1db7e05ab37bc1721c188ecaceacb797c1ef3b810570",
          "sourceSize": 19173,
          "sourceMtime": "2026-06-20T16:38:07.546279+00:00",
          "updatedAt": "2026-06-20T16:38:07.546279+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:POET",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:28a20c50a481",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ORCL",
      "companyName": "Oracle Corporation",
      "ticker": "ORCL",
      "aliases": [
        "ORCL"
      ],
      "securityId": "US:ORCL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 143,
      "rawTickerCount": 132,
      "frequencyRank": 27,
      "firstSeen": "2025-09-10",
      "lastSeen": "2026-05-28",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "Hyperscaler/AI Cloud",
      "industryRole": "OCI GPU 集群与 AI 云合同",
      "businessSummary": "Oracle 提供数据库、企业软件和 OCI 云基础设施，近年通过 GPU 集群、AI 云合同和数据中心扩张承接大规模 AI workloads",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/ORCL/latest.html",
      "latestSourceFile": "ORCL_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "ORCL_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "c05a75de1b4b08e30d664b628709bf0ec3f1a8dd4c657f81432316826295e250",
      "updatedAt": "2026-06-20T16:42:11.819748+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "ORCL Oracle Corporation：Serenity 路线下的 OCI、AI 云基础设施与企业应用学习报告",
          "reportUrl": "/company-analysis/reports/ORCL/ORCL_v2026_06_20.html",
          "sourceFile": "ORCL_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "c05a75de1b4b08e30d664b628709bf0ec3f1a8dd4c657f81432316826295e250",
          "sourceSize": 19359,
          "sourceMtime": "2026-06-20T16:42:11.819748+00:00",
          "updatedAt": "2026-06-20T16:42:11.819748+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2022-02-28",
      "financialEvidenceSourceDocumentId": "us_sec_ORCL_0001564590_22_009859",
      "financialEvidenceId": "us_sec_ev_ORCL_0001564590_22_009859_cloud_capex_upcycle_01_4d07acc2bb",
      "serenitySourceDocumentId": "serenity_ticker:ORCL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:494b869f6077",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "RDDT",
      "companyName": "Reddit, Inc.",
      "ticker": "RDDT",
      "aliases": [
        "RDDT"
      ],
      "securityId": "US:RDDT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 141,
      "rawTickerCount": 137,
      "frequencyRank": 28,
      "firstSeen": "2025-09-14",
      "lastSeen": "2026-06-06",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "互联网内容平台",
      "industryRole": "社区内容、广告和数据授权",
      "businessSummary": "Reddit 是社区内容和广告平台，依靠高意图讨论、数据授权、搜索和广告产品，把用户生成内容转化为 AI 与营销资产",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.20",
      "latestReportUrl": "/company-analysis/reports/RDDT/latest.html",
      "latestSourceFile": "RDDT_research_report_source_expanded_2026-06-20.md",
      "sourceFile": "RDDT_research_report_source_expanded_2026-06-20.md",
      "sourceHash": "352a9f86bf0b80130fb9cc6ee4bad6d9ca75a58806157f80c324c489d7234f80",
      "updatedAt": "2026-06-20T16:48:01.162675+00:00",
      "versions": [
        {
          "version": "v2026.06.20",
          "title": "RDDT Reddit, Inc.：Serenity 路线下的社区数据、AI 搜索与广告平台学习报告",
          "reportUrl": "/company-analysis/reports/RDDT/RDDT_v2026_06_20.html",
          "sourceFile": "RDDT_research_report_source_expanded_2026-06-20.md",
          "sourceHash": "352a9f86bf0b80130fb9cc6ee4bad6d9ca75a58806157f80c324c489d7234f80",
          "sourceSize": 18460,
          "sourceMtime": "2026-06-20T16:48:01.162675+00:00",
          "updatedAt": "2026-06-20T16:48:01.162675+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2024-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_RDDT_0001713445_25_000018",
      "financialEvidenceId": "us_sec_ev_RDDT_0001713445_25_000018_cloud_capex_upcycle_01_cd8cb071e1",
      "serenitySourceDocumentId": "serenity_ticker:RDDT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bbf4d3acd46b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "HIMS",
      "companyName": "Hims & Hers Health, Inc.",
      "ticker": "HIMS",
      "aliases": [
        "HIMS"
      ],
      "securityId": "US:HIMS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 136,
      "rawTickerCount": 171,
      "frequencyRank": 29,
      "firstSeen": "2025-07-07",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "医疗健康应用",
      "industryRole": "远程医疗与健康消费平台",
      "businessSummary": "Hims & Hers 是远程医疗和健康消费平台，连接用户、医疗服务、药房和订阅式产品，覆盖脱发、减重、性健康等品类",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/HIMS/latest.html",
      "latestSourceFile": "HIMS_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "HIMS_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "203fb7f4ee923c1d30aee7498d9dd47b9855837b60462d689dea4d56fb7e0fe1",
      "updatedAt": "2026-06-20T16:54:15.428975+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "HIMS Hims & Hers Health：Serenity 路线下的消费者医疗平台、GLP-1 与 AI 健康工作流学习报告",
          "reportUrl": "/company-analysis/reports/HIMS/HIMS_v2026_06_21.html",
          "sourceFile": "HIMS_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "203fb7f4ee923c1d30aee7498d9dd47b9855837b60462d689dea4d56fb7e0fe1",
          "sourceSize": 21053,
          "sourceMtime": "2026-06-20T16:54:15.428975+00:00",
          "updatedAt": "2026-06-20T16:54:15.428975+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HIMS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9becf1895b21",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMD",
      "companyName": "Advanced Micro Devices, Inc.",
      "ticker": "AMD",
      "aliases": [
        "AMD"
      ],
      "securityId": "US:AMD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 135,
      "rawTickerCount": 132,
      "frequencyRank": 30,
      "firstSeen": "2025-09-11",
      "lastSeen": "2026-06-07",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "GPU/CPU/加速芯片",
      "industryRole": "AI 数据中心加速芯片平台",
      "businessSummary": "AMD 提供 EPYC CPU、Instinct GPU 和 ROCm 软件平台，是 AI 数据中心除 NVIDIA 外的重要算力平台与服务器芯片供应商",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/AMD/latest.html",
      "latestSourceFile": "AMD_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "AMD_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "b187a34bd51876fece3637c6e238137bd504e59413fbd775d62e13e53e9f3c3f",
      "updatedAt": "2026-06-20T17:04:33.578610+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "AMD Advanced Micro Devices：Serenity 路线下的 EPYC、Instinct、ROCm 与 AI 硬件平台学习报告",
          "reportUrl": "/company-analysis/reports/AMD/AMD_v2026_06_21.html",
          "sourceFile": "AMD_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "b187a34bd51876fece3637c6e238137bd504e59413fbd775d62e13e53e9f3c3f",
          "sourceSize": 24849,
          "sourceMtime": "2026-06-20T17:04:33.578610+00:00",
          "updatedAt": "2026-06-20T17:04:33.578610+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-03-29",
      "financialEvidenceSourceDocumentId": "us_sec_AMD_0000002488_25_000047",
      "financialEvidenceId": "us_sec_ev_AMD_0000002488_25_000047_cloud_capex_upcycle_01_8c564e4fbd",
      "serenitySourceDocumentId": "serenity_ticker:AMD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:505ed353bdc9",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "AEHR",
      "companyName": "Aehr Test Systems",
      "ticker": "AEHR",
      "aliases": [
        "AEHR"
      ],
      "securityId": "US:AEHR",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 127,
      "rawTickerCount": 136,
      "frequencyRank": 31,
      "firstSeen": "2026-01-16",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L1_ENERGY",
          "name": "能源层"
        }
      ],
      "subLayer": "半导体测试设备",
      "industryRole": "晶圆级 burn-in 与可靠性测试设备",
      "businessSummary": "Aehr Test Systems 提供半导体晶圆级 burn-in 与可靠性测试设备，覆盖 silicon photonics、SiC 和 AI 芯片测试环节",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/AEHR/latest.html",
      "latestSourceFile": "AEHR_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "AEHR_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "e9c88d123893663df518d8c7e34612d490af630aad3057861ae6c6090c87238e",
      "updatedAt": "2026-06-21T02:15:32.384844+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "AEHR Aehr Test Systems：Serenity 路线下的 AI 芯片 burn-in、silicon photonics 与可靠性测试学习报告",
          "reportUrl": "/company-analysis/reports/AEHR/AEHR_v2026_06_21.html",
          "sourceFile": "AEHR_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "e9c88d123893663df518d8c7e34612d490af630aad3057861ae6c6090c87238e",
          "sourceSize": 22207,
          "sourceMtime": "2026-06-21T02:15:32.384844+00:00",
          "updatedAt": "2026-06-21T02:15:32.384844+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AEHR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d0803c7c17d4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "JBL",
      "companyName": "Jabil Inc.",
      "ticker": "JBL",
      "aliases": [
        "JBL"
      ],
      "securityId": "US:JBL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 122,
      "rawTickerCount": 120,
      "frequencyRank": 32,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-06-05",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Jabil 是电子制造服务商，承接数据中心、网络、光模块、服务器和电力系统制造，把 AI 硬件需求转化为规模化交付",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/JBL/latest.html",
      "latestSourceFile": "JBL_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "JBL_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "2fd05314df7fff894e4a655ed977decb356815470f75eb7a236e53e683e9a0fb",
      "updatedAt": "2026-06-21T02:24:12.259549+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "JBL Jabil：Serenity 路线下的 AI 数据中心制造、液冷电源与系统集成交付学习报告",
          "reportUrl": "/company-analysis/reports/JBL/JBL_v2026_06_21.html",
          "sourceFile": "JBL_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "2fd05314df7fff894e4a655ed977decb356815470f75eb7a236e53e683e9a0fb",
          "sourceSize": 29719,
          "sourceMtime": "2026-06-21T02:24:12.259549+00:00",
          "updatedAt": "2026-06-21T02:24:12.259549+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:JBL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7a82d45d569c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "WULF",
      "companyName": "TeraWulf Inc.",
      "ticker": "WULF",
      "aliases": [
        "WULF"
      ],
      "securityId": "US:WULF",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 115,
      "rawTickerCount": 89,
      "frequencyRank": 33,
      "firstSeen": "2025-09-03",
      "lastSeen": "2026-06-01",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "低成本电力和数据中心转向 AI/HPC",
      "businessSummary": "TeraWulf 从低碳比特币矿业转向 AI/HPC 基础设施，依托电力、土地、液冷数据中心和租约提供算力托管能力",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/WULF/latest.html",
      "latestSourceFile": "WULF_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "WULF_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "5390bb5d4afdd8fbfc267eb3ecb7b35e4030a1008361fde816fbf4dc69f9da52",
      "updatedAt": "2026-06-21T02:33:19.613524+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "WULF TeraWulf：Serenity 路线下的电力资产、矿转 AI 与 Neocloud 基础设施学习报告",
          "reportUrl": "/company-analysis/reports/WULF/WULF_v2026_06_21.html",
          "sourceFile": "WULF_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "5390bb5d4afdd8fbfc267eb3ecb7b35e4030a1008361fde816fbf4dc69f9da52",
          "sourceSize": 28422,
          "sourceMtime": "2026-06-21T02:33:19.613524+00:00",
          "updatedAt": "2026-06-21T02:33:19.613524+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_WULF_0001083301_25_000099",
      "financialEvidenceId": "us_sec_ev_WULF_0001083301_25_000099_cloud_capex_upcycle_01_953dd0897e",
      "serenitySourceDocumentId": "serenity_ticker:WULF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2f9dad60b86c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "CRCL",
      "companyName": "Circle Internet Group, Inc.",
      "ticker": "CRCL",
      "aliases": [
        "CRCL"
      ],
      "securityId": "US:CRCL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 113,
      "rawTickerCount": 105,
      "frequencyRank": 34,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-06-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Circle 发行 USDC/欧元稳定币并提供支付、赎回、开发者工具和链上金融基础设施，连接稳定币网络与应用生态",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/CRCL/latest.html",
      "latestSourceFile": "CRCL_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "CRCL_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "8242ad1eb8cadac7699bc3a4bec8281cfd247c9364b2ac16225e2a3f074d7667",
      "updatedAt": "2026-06-21T02:41:56.905668+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "CRCL Circle Internet Group, Inc.：Serenity 路线下的稳定币、支付网络与 AI-agent 经济基础设施学习报告",
          "reportUrl": "/company-analysis/reports/CRCL/CRCL_v2026_06_21.html",
          "sourceFile": "CRCL_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "8242ad1eb8cadac7699bc3a4bec8281cfd247c9364b2ac16225e2a3f074d7667",
          "sourceSize": 28094,
          "sourceMtime": "2026-06-21T02:41:56.905668+00:00",
          "updatedAt": "2026-06-21T02:41:56.905668+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CRCL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f3da1c8290c5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TSLA",
      "companyName": "Tesla, Inc.",
      "ticker": "TSLA",
      "aliases": [
        "TSLA"
      ],
      "securityId": "US:TSLA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 106,
      "rawTickerCount": 105,
      "frequencyRank": 35,
      "firstSeen": "2025-08-25",
      "lastSeen": "2026-06-08",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "自动驾驶/机器人",
      "industryRole": "真实世界 AI、Robotaxi 和机器人",
      "businessSummary": "Tesla 以电动车、能源、自动驾驶、Robotaxi 和 Optimus 机器人为核心，围绕真实世界 AI 构建数据、芯片和软件闭环",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/TSLA/latest.html",
      "latestSourceFile": "TSLA_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "TSLA_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "9fde0385faf33f6b52f6763ee7ec418cd79425b3fb8074038f83a2daa994f691",
      "updatedAt": "2026-06-21T05:39:23.713161+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "TSLA Tesla, Inc.：Serenity 路线下的真实世界 AI、Robotaxi、Optimus 与汽车主业验证报告",
          "reportUrl": "/company-analysis/reports/TSLA/TSLA_v2026_06_21.html",
          "sourceFile": "TSLA_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "9fde0385faf33f6b52f6763ee7ec418cd79425b3fb8074038f83a2daa994f691",
          "sourceSize": 27243,
          "sourceMtime": "2026-06-21T05:39:23.713161+00:00",
          "updatedAt": "2026-06-21T05:39:23.713161+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_TSLA_0001628280_25_018911",
      "financialEvidenceId": "us_sec_ev_TSLA_0001628280_25_018911_cloud_capex_upcycle_01_0a48621280",
      "serenitySourceDocumentId": "serenity_ticker:TSLA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6ce42743435b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "EWY.SN",
      "companyName": "ISHARES INC MSCI SOUTH KOREA ET",
      "ticker": "EWY",
      "aliases": [
        "EWY.SN"
      ],
      "securityId": "GLOBAL:EWY.SN",
      "market": "GLOBAL",
      "exchange": "SGO",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 101,
      "rawTickerCount": 107,
      "frequencyRank": 36,
      "firstSeen": "2026-01-25",
      "lastSeen": "2026-06-07",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "EWY 是韩国股票 ETF，通过指数化方式暴露三星、SK 海力士等韩国半导体和电子产业链，是观察 HBM 与存储周期的入口",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/EWY.SN/latest.html",
      "latestSourceFile": "EWY_SN_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "EWY_SN_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "2f7f5ee75ce1074a99f5794a0f2de958adc681ebf68bcf294aea3bd16cb84eaf",
      "updatedAt": "2026-06-21T05:47:33.161325+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "EWY.SN / EWY iShares MSCI South Korea ETF：Serenity 路线下的韩国 AI 半导体、HBM 与存储产业篮子学习报告",
          "reportUrl": "/company-analysis/reports/EWY.SN/EWY.SN_v2026_06_21.html",
          "sourceFile": "EWY_SN_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "2f7f5ee75ce1074a99f5794a0f2de958adc681ebf68bcf294aea3bd16cb84eaf",
          "sourceSize": 25991,
          "sourceMtime": "2026-06-21T05:47:33.161325+00:00",
          "updatedAt": "2026-06-21T05:47:33.161325+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EWY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b47d2176f9f7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALAB",
      "companyName": "Astera Labs, Inc.",
      "ticker": "ALAB",
      "aliases": [
        "ALAB"
      ],
      "securityId": "US:ALAB",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 98,
      "rawTickerCount": 70,
      "frequencyRank": 37,
      "firstSeen": "2025-07-21",
      "lastSeen": "2026-04-19",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "高速互连芯片",
      "industryRole": "PCIe/CXL/以太网互连芯片",
      "businessSummary": "Astera Labs 提供数据中心互连芯片和模块，核心产品覆盖 PCIe、CXL、以太网连接，服务 AI 服务器和 hyperscaler 集群",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/ALAB/latest.html",
      "latestSourceFile": "ALAB_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "ALAB_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "95fefd2d393a7b77a570a1fcd2eaf079c15de9a35a6b6e500b91a52044e5191c",
      "updatedAt": "2026-06-21T05:54:40.058383+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "ALAB Astera Labs, Inc.：Serenity 路线下的 AI 数据中心互连与 rack-scale connectivity 学习报告",
          "reportUrl": "/company-analysis/reports/ALAB/ALAB_v2026_06_21.html",
          "sourceFile": "ALAB_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "95fefd2d393a7b77a570a1fcd2eaf079c15de9a35a6b6e500b91a52044e5191c",
          "sourceSize": 25948,
          "sourceMtime": "2026-06-21T05:54:40.058383+00:00",
          "updatedAt": "2026-06-21T05:54:40.058383+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2024-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_ALAB_0001736297_25_000003",
      "financialEvidenceId": "us_sec_ev_ALAB_0001736297_25_000003_cloud_capex_upcycle_01_67c21864fb",
      "serenitySourceDocumentId": "serenity_ticker:ALAB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0a4a10743f4e",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "MTSI",
      "companyName": "MACOM Technology Solutions Hold",
      "ticker": "MTSI",
      "aliases": [
        "MTSI"
      ],
      "securityId": "US:MTSI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 88,
      "rawTickerCount": 71,
      "frequencyRank": 38,
      "firstSeen": "2026-01-10",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "MACOM 提供射频、微波、毫米波、模拟和光通信半导体，覆盖数据中心互连、国防、通信和工业应用",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/MTSI/latest.html",
      "latestSourceFile": "MTSI_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "MTSI_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "1ce3832da19002fced63558bee2189eb6749127268164dfa32f46b4baf43428c",
      "updatedAt": "2026-06-21T06:00:05.536006+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "MTSI MACOM Technology Solutions Holdings, Inc.：Serenity 路线下的 AI 光通信、CPO 与 compound semiconductor 学习报告",
          "reportUrl": "/company-analysis/reports/MTSI/MTSI_v2026_06_21.html",
          "sourceFile": "MTSI_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "1ce3832da19002fced63558bee2189eb6749127268164dfa32f46b4baf43428c",
          "sourceSize": 24397,
          "sourceMtime": "2026-06-21T06:00:05.536006+00:00",
          "updatedAt": "2026-06-21T06:00:05.536006+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2023-09-29",
      "financialEvidenceSourceDocumentId": "us_sec_MTSI_0001493594_23_000081",
      "financialEvidenceId": "us_sec_ev_MTSI_0001493594_23_000081_cloud_capex_upcycle_01_6699459aeb",
      "serenitySourceDocumentId": "serenity_ticker:MTSI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c8aa2b22fa5c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "SMCI",
      "companyName": "Super Micro Computer, Inc.",
      "ticker": "SMCI",
      "aliases": [
        "SMCI"
      ],
      "securityId": "US:SMCI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 87,
      "rawTickerCount": 73,
      "frequencyRank": 39,
      "firstSeen": "2025-09-09",
      "lastSeen": "2026-05-26",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "AI服务器/液冷机柜",
      "industryRole": "AI 服务器和整机系统",
      "businessSummary": "Super Micro 提供 AI 服务器、存储、液冷机柜和整机系统，面向 GPU 集群和数据中心客户快速交付硬件基础设施",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/SMCI/latest.html",
      "latestSourceFile": "SMCI_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "SMCI_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "2df4c8002964ae881a75d4004f93e2551f7635925d874f02d3cc578c4b980314",
      "updatedAt": "2026-06-21T06:09:58.833428+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "SMCI Super Micro Computer, Inc.：Serenity 路线下的 AI 服务器整机与机柜级基础设施学习报告",
          "reportUrl": "/company-analysis/reports/SMCI/SMCI_v2026_06_21.html",
          "sourceFile": "SMCI_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "2df4c8002964ae881a75d4004f93e2551f7635925d874f02d3cc578c4b980314",
          "sourceSize": 29559,
          "sourceMtime": "2026-06-21T06:09:58.833428+00:00",
          "updatedAt": "2026-06-21T06:09:58.833428+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SMCI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:28d5ae9ddea1",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "RPI.L",
      "companyName": "RASPBERRY PI HOLDINGS PLC ORD 0",
      "ticker": "RPI",
      "aliases": [
        "RPI.L"
      ],
      "securityId": "EU:RPI.L",
      "market": "EUROPE",
      "exchange": "LSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 86,
      "rawTickerCount": 91,
      "frequencyRank": 40,
      "firstSeen": "2026-02-16",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L1_ENERGY",
          "name": "能源层"
        }
      ],
      "subLayer": "嵌入式/边缘AI硬件",
      "industryRole": "单板计算机和嵌入式计算平台",
      "businessSummary": "Raspberry Pi 提供低成本单板计算机和嵌入式计算平台，服务教育、工业、边缘 AI、开发者和物联网场景",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/RPI.L/latest.html",
      "latestSourceFile": "RPI_L_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "RPI_L_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "f2f76522f2dc9c0ce479da9f4271c5d8e42c4bb5f1181a0f778f64957fd609fc",
      "updatedAt": "2026-06-21T06:16:45.178394+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "RPI.L Raspberry Pi Holdings plc：Serenity 路线下的 edge AI、低成本硬件与工业嵌入式生态学习报告",
          "reportUrl": "/company-analysis/reports/RPI.L/RPI.L_v2026_06_21.html",
          "sourceFile": "RPI_L_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "f2f76522f2dc9c0ce479da9f4271c5d8e42c4bb5f1181a0f778f64957fd609fc",
          "sourceSize": 25810,
          "sourceMtime": "2026-06-21T06:16:45.178394+00:00",
          "updatedAt": "2026-06-21T06:16:45.178394+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RPI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7d079caeb76c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CRDO",
      "companyName": "Credo Technology Group Holding",
      "ticker": "CRDO",
      "aliases": [
        "CRDO"
      ],
      "securityId": "US:CRDO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 81,
      "rawTickerCount": 61,
      "frequencyRank": 41,
      "firstSeen": "2025-07-21",
      "lastSeen": "2026-03-20",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "AEC/SerDes/DSP",
      "industryRole": "AI 数据中心高速互连",
      "businessSummary": "Credo 提供 AI 数据中心高速互连芯片、AEC 有源电缆、SerDes 和光互连方案，服务 hyperscaler 机柜级网络升级",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/CRDO/latest.html",
      "latestSourceFile": "CRDO_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "CRDO_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "044e633d2fdf9f92293a443bb9ce15fa9bc8c49c1000024f8eb0ec3beaad0276",
      "updatedAt": "2026-06-21T06:31:01.108595+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "CRDO Credo Technology Group Holding：Serenity 路线下的 AI 互连、AEC、SerDes 与光互连迁移学习报告",
          "reportUrl": "/company-analysis/reports/CRDO/CRDO_v2026_06_21.html",
          "sourceFile": "CRDO_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "044e633d2fdf9f92293a443bb9ce15fa9bc8c49c1000024f8eb0ec3beaad0276",
          "sourceSize": 36398,
          "sourceMtime": "2026-06-21T06:31:01.108595+00:00",
          "updatedAt": "2026-06-21T06:31:01.108595+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2025-05-03",
      "financialEvidenceSourceDocumentId": "us_sec_CRDO_0001628280_25_033813",
      "financialEvidenceId": "us_sec_ev_CRDO_0001628280_25_033813_cloud_capex_upcycle_01_a0e6fc018e",
      "serenitySourceDocumentId": "serenity_ticker:CRDO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:84a56f24a7ae",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "SNAP",
      "companyName": "Snap Inc.",
      "ticker": "SNAP",
      "aliases": [
        "SNAP"
      ],
      "securityId": "US:SNAP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 80,
      "rawTickerCount": 72,
      "frequencyRank": 42,
      "firstSeen": "2025-08-23",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "社交/视觉AI应用",
      "industryRole": "社交、AR 与视觉计算入口",
      "businessSummary": "Snap 运营 Snapchat 社交与相机平台，业务覆盖广告、AR、内容推荐、创作者生态和智能眼镜等视觉计算入口",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/SNAP/latest.html",
      "latestSourceFile": "SNAP_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "SNAP_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "4e0c41ed455cbd12db14a43fb414d0076158e5f2ed0f03ee44263bb82e5f89df",
      "updatedAt": "2026-06-21T06:39:49.015092+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "SNAP Snap Inc.：Serenity 路线下的 AI 应用、视觉社交、AR 平台与盈利质量学习报告",
          "reportUrl": "/company-analysis/reports/SNAP/SNAP_v2026_06_21.html",
          "sourceFile": "SNAP_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "4e0c41ed455cbd12db14a43fb414d0076158e5f2ed0f03ee44263bb82e5f89df",
          "sourceSize": 32938,
          "sourceMtime": "2026-06-21T06:39:49.015092+00:00",
          "updatedAt": "2026-06-21T06:39:49.015092+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "period: 2024-12-31; rev_yoy: 9%",
      "financialEvidenceSourceDocumentId": "us_sec_SNAP_0001564408_25_000019",
      "financialEvidenceId": "us_sec_ev_SNAP_0001564408_25_000019_cloud_capex_upcycle_01_2480131599",
      "serenitySourceDocumentId": "serenity_ticker:SNAP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e95d845ebef3",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "AAPL",
      "companyName": "Apple Inc.",
      "ticker": "AAPL",
      "aliases": [
        "AAPL"
      ],
      "securityId": "US:AAPL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 68,
      "rawTickerCount": 60,
      "frequencyRank": 44,
      "firstSeen": "2026-02-17",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "端侧AI/消费电子",
      "industryRole": "端侧 AI、设备和服务生态",
      "businessSummary": "Apple 是消费电子与操作系统平台公司，围绕 iPhone、Mac、服务和端侧 AI，把模型能力嵌入硬件、系统和开发者生态",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/AAPL/latest.html",
      "latestSourceFile": "AAPL_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "AAPL_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "cece3b1f72ef7589b1db9c24334e6ff18d2fd9123e260ffd734ee5e8986fb610",
      "updatedAt": "2026-06-21T07:04:50.387154+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "AAPL Apple Inc.：Serenity 路线下的 AI 产业链个股学习报告",
          "reportUrl": "/company-analysis/reports/AAPL/AAPL_v2026_06_21.html",
          "sourceFile": "AAPL_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "cece3b1f72ef7589b1db9c24334e6ff18d2fd9123e260ffd734ee5e8986fb610",
          "sourceSize": 35368,
          "sourceMtime": "2026-06-21T07:04:50.387154+00:00",
          "updatedAt": "2026-06-21T07:04:50.387154+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AAPL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f0dac34658f1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OSS",
      "companyName": "One Stop Systems, Inc.",
      "ticker": "OSS",
      "aliases": [
        "OSS"
      ],
      "securityId": "US:OSS",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 67,
      "rawTickerCount": 68,
      "frequencyRank": 45,
      "firstSeen": "2025-11-05",
      "lastSeen": "2026-05-23",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "边缘AI计算系统",
      "industryRole": "rugged 边缘 AI 计算与存储系统",
      "businessSummary": "One Stop Systems 提供 rugged 边缘 AI 计算与存储系统，把数据中心级硬件部署到国防、航空、工业和移动场景",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/OSS/latest.html",
      "latestSourceFile": "OSS_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "OSS_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "1edf373376238787c6b7123c0de0cb8d25d208e45d795284653a4638481b2efc",
      "updatedAt": "2026-06-21T07:13:07.892889+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "OSS One Stop Systems：Serenity 路线下的 rugged edge AI 个股学习报告",
          "reportUrl": "/company-analysis/reports/OSS/OSS_v2026_06_21.html",
          "sourceFile": "OSS_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "1edf373376238787c6b7123c0de0cb8d25d208e45d795284653a4638481b2efc",
          "sourceSize": 31678,
          "sourceMtime": "2026-06-21T07:13:07.892889+00:00",
          "updatedAt": "2026-06-21T07:13:07.892889+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OSS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4247b14d22c0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LPTH",
      "companyName": "LightPath Technologies, Inc.",
      "ticker": "LPTH",
      "aliases": [
        "LPTH"
      ],
      "securityId": "US:LPTH",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 61,
      "rawTickerCount": 60,
      "frequencyRank": 46,
      "firstSeen": "2026-01-14",
      "lastSeen": "2026-05-25",
      "themes": [
        "hyperscaler_asic_capex",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "红外光学/机器视觉",
      "industryRole": "光学组件和边缘视觉系统",
      "businessSummary": "LightPath 提供红外光学、镜头组件和成像系统，服务国防、边境安防、工业检测、无人系统和边缘视觉应用",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/LPTH/latest.html",
      "latestSourceFile": "LPTH_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "LPTH_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "3d41f95b74ca53c4c18f5a357327d161609be26d2b3949fc662410936b86aaeb",
      "updatedAt": "2026-06-21T07:37:38.414156+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "LPTH LightPath Technologies：Serenity 路线下的红外光学与物理 AI 感知链报告",
          "reportUrl": "/company-analysis/reports/LPTH/LPTH_v2026_06_21.html",
          "sourceFile": "LPTH_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "3d41f95b74ca53c4c18f5a357327d161609be26d2b3949fc662410936b86aaeb",
          "sourceSize": 26477,
          "sourceMtime": "2026-06-21T07:37:38.414156+00:00",
          "updatedAt": "2026-06-21T07:37:38.414156+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LPTH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:624de53b68f3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PLTR",
      "companyName": "Palantir Technologies Inc.",
      "ticker": "PLTR",
      "aliases": [
        "PLTR"
      ],
      "securityId": "US:PLTR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 60,
      "rawTickerCount": 47,
      "frequencyRank": 47,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-04-25",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "企业AI应用平台",
      "industryRole": "企业和政府数据操作系统与 AI 平台",
      "businessSummary": "Palantir 提供数据操作系统和 AI 平台，把企业/政府数据、权限、工作流和 AI agent 接入真实运营决策",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/PLTR/latest.html",
      "latestSourceFile": "PLTR_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "PLTR_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "9c8831ff046b57db579d15fb90e3064db47e326874b9ea8aa3b0b4a0b7d37f88",
      "updatedAt": "2026-06-21T07:44:45.699379+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "PLTR Palantir Technologies Inc.：Serenity 路线下的 AI 应用平台与政府/企业 AI operating system 报告",
          "reportUrl": "/company-analysis/reports/PLTR/PLTR_v2026_06_21.html",
          "sourceFile": "PLTR_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "9c8831ff046b57db579d15fb90e3064db47e326874b9ea8aa3b0b4a0b7d37f88",
          "sourceSize": 27121,
          "sourceMtime": "2026-06-21T07:44:45.699379+00:00",
          "updatedAt": "2026-06-21T07:44:45.699379+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PLTR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:794cc47aae75",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "VPG",
      "companyName": "Vishay Precision Group, Inc.",
      "ticker": "VPG",
      "aliases": [
        "VPG"
      ],
      "securityId": "US:VPG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 57,
      "rawTickerCount": 67,
      "frequencyRank": 48,
      "firstSeen": "2026-01-20",
      "lastSeen": "2026-06-08",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "传感器/工业自动化",
      "industryRole": "精密传感和力测量",
      "businessSummary": "Vishay Precision Group 提供精密传感、称重、力测量和箔电阻技术，把物理世界信号转换为工业和自动化系统数据",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/VPG/latest.html",
      "latestSourceFile": "VPG_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "VPG_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "87acbdcebf7e926d233c235ea9404d981172b22bec2b16b8e37457c753a1fe8d",
      "updatedAt": "2026-06-21T07:50:19.813816+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "VPG Vishay Precision Group, Inc.：Serenity 路线下的物理 AI 传感与精密测量报告",
          "reportUrl": "/company-analysis/reports/VPG/VPG_v2026_06_21.html",
          "sourceFile": "VPG_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "87acbdcebf7e926d233c235ea9404d981172b22bec2b16b8e37457c753a1fe8d",
          "sourceSize": 23216,
          "sourceMtime": "2026-06-21T07:50:19.813816+00:00",
          "updatedAt": "2026-06-21T07:50:19.813816+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VPG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:24277d071dbb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IBKR",
      "companyName": "Interactive Brokers Group, Inc.",
      "ticker": "IBKR",
      "aliases": [
        "IBKR"
      ],
      "securityId": "US:IBKR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 55,
      "rawTickerCount": 51,
      "frequencyRank": 49,
      "firstSeen": "2025-09-16",
      "lastSeen": "2026-05-20",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "全球券商和交易基础设施平台",
      "businessSummary": "Interactive Brokers 是自动化券商和交易基础设施平台，提供全球交易执行、清算、托管、保证金融资和证券借贷服务",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/IBKR/latest.html",
      "latestSourceFile": "IBKR_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "IBKR_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "5a70199e590b98e1f5b09386ceca2ee4490d477c3eafca1c819da7d6ab4b1628",
      "updatedAt": "2026-06-21T07:57:02.610040+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "IBKR Interactive Brokers Group, Inc. 个股学习报告",
          "reportUrl": "/company-analysis/reports/IBKR/IBKR_v2026_06_21.html",
          "sourceFile": "IBKR_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "5a70199e590b98e1f5b09386ceca2ee4490d477c3eafca1c819da7d6ab4b1628",
          "sourceSize": 26834,
          "sourceMtime": "2026-06-21T07:57:02.610040+00:00",
          "updatedAt": "2026-06-21T07:57:02.610040+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IBKR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f4f3d594ecec",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WLAC",
      "companyName": "Willow Lane Acquisition Corp.",
      "ticker": "WLAC",
      "aliases": [
        "WLAC"
      ],
      "securityId": "US:WLAC",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 55,
      "rawTickerCount": 43,
      "frequencyRank": 50,
      "firstSeen": "2025-10-08",
      "lastSeen": "2026-03-17",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "潜在 AI 算力平台资产入口",
      "businessSummary": "WLAC 是 Boost Run 相关 SPAC 入口，核心看点是潜在 neocloud/AI 算力平台资产、电力资源和数据中心交付能力",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/WLAC/latest.html",
      "latestSourceFile": "WLAC_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "WLAC_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "9797fd0f763dc0c8075622350101671e6728a9b6b1b5f6f15cacfcf5614d67dc",
      "updatedAt": "2026-06-21T08:04:03.373435+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "WLAC / BRUN Boost Run 个股学习报告",
          "reportUrl": "/company-analysis/reports/WLAC/WLAC_v2026_06_21.html",
          "sourceFile": "WLAC_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "9797fd0f763dc0c8075622350101671e6728a9b6b1b5f6f15cacfcf5614d67dc",
          "sourceSize": 26706,
          "sourceMtime": "2026-06-21T08:04:03.373435+00:00",
          "updatedAt": "2026-06-21T08:04:03.373435+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WLAC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ff43112d5054",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ETOR",
      "companyName": "eToro Group Ltd.",
      "ticker": "ETOR",
      "aliases": [
        "ETOR"
      ],
      "securityId": "US:ETOR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 53,
      "rawTickerCount": 46,
      "frequencyRank": 51,
      "firstSeen": "2025-08-23",
      "lastSeen": "2026-03-26",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "社交交易和多资产投资平台",
      "businessSummary": "eToro Group Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ETOR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c87d326be35f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BMNR",
      "companyName": "BitMine Immersion Technologies,",
      "ticker": "BMNR",
      "aliases": [
        "BMNR"
      ],
      "securityId": "US:BMNR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 53,
      "rawTickerCount": 45,
      "frequencyRank": 52,
      "firstSeen": "2025-09-14",
      "lastSeen": "2026-03-07",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "数字资产挖矿与潜在 AI/HPC 基础设施转型线索",
      "businessSummary": "BitMine Immersion Technologies, 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BMNR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6142ebc46297",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SLNH",
      "companyName": "Soluna Holdings, Inc.",
      "ticker": "SLNH",
      "aliases": [
        "SLNH"
      ],
      "securityId": "US:SLNH",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 52,
      "rawTickerCount": 32,
      "frequencyRank": 53,
      "firstSeen": "2025-09-27",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "低成本电力与数据中心容量转向 AI/HPC 的基础设施线索",
      "businessSummary": "Soluna Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SLNH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3428145334df",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LPK.DE",
      "companyName": "LPKF Laser & Electronics SE   I",
      "ticker": "LPK",
      "aliases": [
        "LPK.DE"
      ],
      "securityId": "EU:LPK.DE",
      "market": "EUROPE",
      "exchange": "GER",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 51,
      "rawTickerCount": 54,
      "frequencyRank": 54,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-06-02",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "激光微加工/半导体制造设备",
      "industryRole": "激光加工设备进入电子、半导体与先进制造链条",
      "businessSummary": "LPKF Laser & Electronics SE   I 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LPK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4b8da51e52fd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FLNC",
      "companyName": "Fluence Energy, Inc.",
      "ticker": "FLNC",
      "aliases": [
        "FLNC"
      ],
      "securityId": "US:FLNC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 51,
      "rawTickerCount": 35,
      "frequencyRank": 55,
      "firstSeen": "2025-10-04",
      "lastSeen": "2026-06-01",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        },
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "储能/电网基础设施",
      "industryRole": "电网级储能和能源管理系统",
      "businessSummary": "Fluence Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FLNC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f071b1b9ccd0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FN",
      "companyName": "Fabrinet",
      "ticker": "FN",
      "aliases": [
        "FN"
      ],
      "securityId": "US:FN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 50,
      "rawTickerCount": 35,
      "frequencyRank": 56,
      "firstSeen": "2026-02-25",
      "lastSeen": "2026-05-22",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信制造服务",
      "industryRole": "光通信和精密制造服务",
      "businessSummary": "Fabrinet 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4b17c306c459",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 3,
      "eventEvidenceCount": 3,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "ARM",
      "companyName": "Arm Holdings plc",
      "ticker": "ARM",
      "aliases": [
        "ARM"
      ],
      "securityId": "US:ARM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 49,
      "rawTickerCount": 50,
      "frequencyRank": 57,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-06-01",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "CPU/IP授权",
      "industryRole": "处理器 IP 与芯片设计生态",
      "businessSummary": "Arm Holdings plc 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_ARM_0001973239_26_000097",
      "financialEvidenceId": "us_sec_ev_ARM_0001973239_26_000097_cloud_capex_upcycle_01_a38fc2cd4d",
      "serenitySourceDocumentId": "serenity_ticker:ARM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d74eabafefa7",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "WYFI",
      "companyName": "WhiteFiber, Inc.",
      "ticker": "WYFI",
      "aliases": [
        "WYFI"
      ],
      "securityId": "US:WYFI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 49,
      "rawTickerCount": 28,
      "frequencyRank": 58,
      "firstSeen": "2025-09-08",
      "lastSeen": "2026-05-21",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "AI Data Center/Colocation",
      "industryRole": "AI 数据中心与网络容量供给线索",
      "businessSummary": "WhiteFiber, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WYFI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c649c96efdc5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AVAV",
      "companyName": "AeroVironment, Inc.",
      "ticker": "AVAV",
      "aliases": [
        "AVAV"
      ],
      "securityId": "US:AVAV",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 47,
      "rawTickerCount": 53,
      "frequencyRank": 59,
      "firstSeen": "2026-01-02",
      "lastSeen": "2026-03-26",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "无人机/国防自动化",
      "industryRole": "无人系统和国防自动化平台",
      "businessSummary": "AeroVironment, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AVAV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5910957d0bbc",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MSTR",
      "companyName": "Strategy Inc",
      "ticker": "MSTR",
      "aliases": [
        "MSTR"
      ],
      "securityId": "US:MSTR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 45,
      "rawTickerCount": 36,
      "frequencyRank": 60,
      "firstSeen": "2025-07-02",
      "lastSeen": "2026-04-23",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "数字资产/企业软件",
      "industryRole": "企业软件和比特币资产敞口",
      "businessSummary": "Strategy Inc 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MSTR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ffc5702bd0c2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GFS",
      "companyName": "GlobalFoundries Inc.",
      "ticker": "GFS",
      "aliases": [
        "GFS"
      ],
      "securityId": "US:GFS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 44,
      "rawTickerCount": 53,
      "frequencyRank": 61,
      "firstSeen": "2026-01-19",
      "lastSeen": "2026-06-05",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "Foundry/特色工艺",
      "industryRole": "特色工艺晶圆代工",
      "businessSummary": "GlobalFoundries Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GFS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0391f9d6adb4",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "FLY",
      "companyName": "Firefly Aerospace Inc.",
      "ticker": "FLY",
      "aliases": [
        "FLY"
      ],
      "securityId": "US:FLY",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 44,
      "rawTickerCount": 35,
      "frequencyRank": 62,
      "firstSeen": "2025-10-08",
      "lastSeen": "2026-05-13",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "航天/国防自动化",
      "industryRole": "发射与航天系统",
      "businessSummary": "Firefly Aerospace Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FLY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fa6a4cd872a1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UPWK",
      "companyName": "Upwork Inc.",
      "ticker": "UPWK",
      "aliases": [
        "UPWK"
      ],
      "securityId": "US:UPWK",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 42,
      "rawTickerCount": 36,
      "frequencyRank": 63,
      "firstSeen": "2025-07-02",
      "lastSeen": "2026-03-20",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "在线服务平台",
      "industryRole": "自由职业和企业服务平台",
      "businessSummary": "Upwork Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UPWK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5a4d593850f5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMKR",
      "companyName": "Amkor Technology, Inc.",
      "ticker": "AMKR",
      "aliases": [
        "AMKR"
      ],
      "securityId": "US:AMKR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 41,
      "rawTickerCount": 31,
      "frequencyRank": 64,
      "firstSeen": "2025-10-19",
      "lastSeen": "2026-05-22",
      "themes": [
        "hyperscaler_asic_capex",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "OSAT/先进封装",
      "industryRole": "半导体封装与测试服务",
      "businessSummary": "Amkor Technology, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMKR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:22fbd3019da7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RGTI",
      "companyName": "Rigetti Computing, Inc.",
      "ticker": "RGTI",
      "aliases": [
        "RGTI"
      ],
      "securityId": "US:RGTI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 40,
      "rawTickerCount": 33,
      "frequencyRank": 65,
      "firstSeen": "2025-10-03",
      "lastSeen": "2026-05-30",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "量子/计算芯片",
      "industryRole": "量子计算硬件与系统",
      "businessSummary": "Rigetti Computing, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RGTI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:69ca699c1fa6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NVO",
      "companyName": "Novo Nordisk A/S",
      "ticker": "NVO",
      "aliases": [
        "NVO"
      ],
      "securityId": "US:NVO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 39,
      "rawTickerCount": 37,
      "frequencyRank": 66,
      "firstSeen": "2025-08-23",
      "lastSeen": "2026-05-09",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "医疗健康应用",
      "industryRole": "医药与健康消费需求场景",
      "businessSummary": "Novo Nordisk A/S 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NVO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b0b47e9965a9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AIRO",
      "companyName": "AIRO Group Holdings, Inc.",
      "ticker": "AIRO",
      "aliases": [
        "AIRO"
      ],
      "securityId": "US:AIRO",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 38,
      "rawTickerCount": 45,
      "frequencyRank": 67,
      "firstSeen": "2026-01-02",
      "lastSeen": "2026-03-26",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "航空航天/国防自动化",
      "industryRole": "航空航天和无人系统平台",
      "businessSummary": "AIRO Group Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AIRO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:842df3025145",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LTC",
      "companyName": "LTC Properties, Inc.",
      "ticker": "LTC",
      "aliases": [
        "LTC"
      ],
      "securityId": "US:LTC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 38,
      "rawTickerCount": 25,
      "frequencyRank": 68,
      "firstSeen": "2025-09-11",
      "lastSeen": "2025-12-12",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "Ticker歧义/数字资产线索待复核",
      "industryRole": "S 帖子可能指向 Litecoin 而非 LTC Properties，需人工复核",
      "businessSummary": "LTC Properties, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LTC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e5a6a6a54c22",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BULL",
      "companyName": "Webull Corporation",
      "ticker": "BULL",
      "aliases": [
        "BULL"
      ],
      "securityId": "US:BULL",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 37,
      "rawTickerCount": 31,
      "frequencyRank": 69,
      "firstSeen": "2025-07-02",
      "lastSeen": "2026-05-14",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "零售券商和交易平台",
      "businessSummary": "Webull Corporation 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BULL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:82091e7c3063",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALRIB.PA",
      "companyName": "RIBER",
      "ticker": "ALRIB",
      "aliases": [
        "ALRIB.PA"
      ],
      "securityId": "EU:ALRIB.PA",
      "market": "EUROPE",
      "exchange": "PAR",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 36,
      "rawTickerCount": 36,
      "frequencyRank": 70,
      "firstSeen": "2026-04-08",
      "lastSeen": "2026-06-01",
      "themes": [
        "cpo_photonics",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L1_ENERGY",
          "name": "能源层"
        }
      ],
      "subLayer": "半导体外延设备",
      "industryRole": "化合物半导体 MBE 外延设备",
      "businessSummary": "RIBER 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、电力/电网/800V。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALRIB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:55872a2c29a3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ONDS",
      "companyName": "Ondas Inc",
      "ticker": "ONDS",
      "aliases": [
        "ONDS"
      ],
      "securityId": "US:ONDS",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 36,
      "rawTickerCount": 36,
      "frequencyRank": 71,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-03-02",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "无人系统/工业自动化",
      "industryRole": "工业无线网络和无人系统",
      "businessSummary": "Ondas Inc 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ONDS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b8d5d74b88dc",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LASR",
      "companyName": "nLIGHT, Inc.",
      "ticker": "LASR",
      "aliases": [
        "LASR"
      ],
      "securityId": "US:LASR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 35,
      "rawTickerCount": 43,
      "frequencyRank": 72,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-05-25",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "激光器/光源",
      "industryRole": "半导体与光纤激光器、工业和通信光源供应商",
      "businessSummary": "nLIGHT, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LASR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:15b4fb626b33",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UBER",
      "companyName": "Uber Technologies, Inc.",
      "ticker": "UBER",
      "aliases": [
        "UBER"
      ],
      "securityId": "US:UBER",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 35,
      "rawTickerCount": 40,
      "frequencyRank": 73,
      "firstSeen": "2025-11-24",
      "lastSeen": "2026-03-01",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "出行/本地服务平台",
      "industryRole": "出行、配送和平台调度场景",
      "businessSummary": "Uber Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_UBER_0001543151_26_000022",
      "financialEvidenceId": "us_sec_ev_UBER_0001543151_26_000022_cloud_capex_upcycle_01_164f978ab4",
      "serenitySourceDocumentId": "serenity_ticker:UBER",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a2d590a417a7",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "COIN",
      "companyName": "Coinbase Global, Inc.",
      "ticker": "COIN",
      "aliases": [
        "COIN"
      ],
      "securityId": "US:COIN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 35,
      "rawTickerCount": 31,
      "frequencyRank": 74,
      "firstSeen": "2025-07-02",
      "lastSeen": "2026-06-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "数字资产平台",
      "industryRole": "加密资产交易和金融基础设施",
      "businessSummary": "Coinbase Global, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:COIN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2a0484e2c6e3",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 3,
      "eventEvidenceCount": 3,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "BKKT",
      "companyName": "Bakkt, Inc.",
      "ticker": "BKKT",
      "aliases": [
        "BKKT"
      ],
      "securityId": "US:BKKT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 34,
      "frequencyRank": 75,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-06-07",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "数字资产平台",
      "industryRole": "数字资产和支付基础设施",
      "businessSummary": "Bakkt, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BKKT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1491cb8c735a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CVX",
      "companyName": "Chevron Corporation",
      "ticker": "CVX",
      "aliases": [
        "CVX"
      ],
      "securityId": "US:CVX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 33,
      "frequencyRank": 76,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-05-22",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "能源供给",
      "industryRole": "油气与能源供给公司",
      "businessSummary": "Chevron Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CVX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ca9c913a90c6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "APLD",
      "companyName": "Applied Digital Corporation",
      "ticker": "APLD",
      "aliases": [
        "APLD"
      ],
      "securityId": "US:APLD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 29,
      "frequencyRank": 77,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-05-21",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "AI Data Center/Colocation",
      "industryRole": "AI 数据中心与托管容量供给",
      "businessSummary": "Applied Digital Corporation 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-02-28",
      "financialEvidenceSourceDocumentId": "us_sec_APLD_0001144879_26_000030",
      "financialEvidenceId": "us_sec_ev_APLD_0001144879_26_000030_cloud_capex_upcycle_01_abf32498a1",
      "serenitySourceDocumentId": "serenity_ticker:APLD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c5ebfa39fa59",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "ASTS",
      "companyName": "AST SpaceMobile, Inc.",
      "ticker": "ASTS",
      "aliases": [
        "ASTS"
      ],
      "securityId": "US:ASTS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 27,
      "frequencyRank": 78,
      "firstSeen": "2025-09-10",
      "lastSeen": "2026-04-20",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "卫星通信/航天应用",
      "industryRole": "卫星直连移动通信网络",
      "businessSummary": "AST SpaceMobile, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASTS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2ca9f1cf78b3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TE",
      "companyName": "T1 Energy Inc.",
      "ticker": "TE",
      "aliases": [
        "TE"
      ],
      "securityId": "US:TE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 27,
      "frequencyRank": 79,
      "firstSeen": "2025-10-19",
      "lastSeen": "2026-05-20",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "太阳能/能源制造",
      "industryRole": "太阳能制造与能源供给链线索",
      "businessSummary": "T1 Energy Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:eccade92a859",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GLXY",
      "companyName": "Galaxy Digital Inc.",
      "ticker": "GLXY",
      "aliases": [
        "GLXY"
      ],
      "securityId": "US:GLXY",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 23,
      "frequencyRank": 80,
      "firstSeen": "2025-09-27",
      "lastSeen": "2026-02-21",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "数字资产平台",
      "industryRole": "数字资产金融服务平台",
      "businessSummary": "Galaxy Digital Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GLXY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f49d8986eb90",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LWLG",
      "companyName": "Lightwave Logic, Inc.",
      "ticker": "LWLG",
      "aliases": [
        "LWLG"
      ],
      "securityId": "US:LWLG",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 23,
      "frequencyRank": 81,
      "firstSeen": "2026-03-11",
      "lastSeen": "2026-05-21",
      "themes": [
        "cpo_photonics",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光电材料/调制器",
      "industryRole": "高速光电聚合物材料与调制器",
      "businessSummary": "Lightwave Logic, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LWLG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8728259b9515",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RIOT",
      "companyName": "Riot Platforms, Inc.",
      "ticker": "RIOT",
      "aliases": [
        "RIOT"
      ],
      "securityId": "US:RIOT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 34,
      "rawTickerCount": 17,
      "frequencyRank": 82,
      "firstSeen": "2025-09-03",
      "lastSeen": "2026-03-19",
      "themes": [
        "hyperscaler_asic_capex",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "数字资产挖矿数据中心向 AI/HPC 容量转型的候选线索",
      "businessSummary": "Riot Platforms, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RIOT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2243d596df41",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KRKNF",
      "companyName": "Kraken Robotics Inc.",
      "ticker": "KRKNF",
      "aliases": [
        "KRKNF"
      ],
      "securityId": "US:KRKNF",
      "market": "US",
      "exchange": "OQB",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 33,
      "rawTickerCount": 27,
      "frequencyRank": 83,
      "firstSeen": "2025-10-29",
      "lastSeen": "2026-03-14",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        },
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "水下机器人/国防自动化",
      "industryRole": "水下机器人、声呐与国防自动化平台",
      "businessSummary": "Kraken Robotics Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KRKNF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f38a639483d2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CLSK",
      "companyName": "CleanSpark, Inc.",
      "ticker": "CLSK",
      "aliases": [
        "CLSK"
      ],
      "securityId": "US:CLSK",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 33,
      "rawTickerCount": 18,
      "frequencyRank": 84,
      "firstSeen": "2025-09-03",
      "lastSeen": "2026-05-21",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "数字资产挖矿数据中心向 AI/HPC 容量转型的候选线索",
      "businessSummary": "CleanSpark, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CLSK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9ba2f5b3ab6a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OKLO",
      "companyName": "Oklo Inc.",
      "ticker": "OKLO",
      "aliases": [
        "OKLO"
      ],
      "securityId": "US:OKLO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 32,
      "rawTickerCount": 22,
      "frequencyRank": 85,
      "firstSeen": "2025-08-25",
      "lastSeen": "2025-12-15",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "核能/数据中心电力",
      "industryRole": "小型核能与 AI 数据中心电力供给线索",
      "businessSummary": "Oklo Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OKLO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1d145a04dd5a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MP",
      "companyName": "MP Materials Corp.",
      "ticker": "MP",
      "aliases": [
        "MP"
      ],
      "securityId": "US:MP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 31,
      "rawTickerCount": 23,
      "frequencyRank": 86,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-05-22",
      "themes": [
        "robotics_physical_ai",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "稀土/磁材/关键材料",
      "industryRole": "稀土材料、磁材与电机/物理 AI 供应链",
      "businessSummary": "MP Materials Corp. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:efce632971b7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASML",
      "companyName": "ASML Holding N.V. - New York Re",
      "ticker": "ASML",
      "aliases": [
        "ASML"
      ],
      "securityId": "US:ASML",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 30,
      "rawTickerCount": 29,
      "frequencyRank": 87,
      "firstSeen": "2025-10-06",
      "lastSeen": "2026-05-17",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "半导体设备",
      "industryRole": "先进制程光刻设备",
      "businessSummary": "ASML Holding N.V. - New York Re 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_ASML_0001628280_26_011378",
      "financialEvidenceId": "us_sec_ev_ASML_0001628280_26_011378_cloud_capex_upcycle_01_c3815a8f50",
      "serenitySourceDocumentId": "serenity_ticker:ASML",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:20bed2e2ca29",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "MARA",
      "companyName": "MARA Holdings, Inc.",
      "ticker": "MARA",
      "aliases": [
        "MARA"
      ],
      "securityId": "US:MARA",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 29,
      "rawTickerCount": 14,
      "frequencyRank": 88,
      "firstSeen": "2025-07-02",
      "lastSeen": "2025-11-24",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "数字资产挖矿数据中心向 AI/HPC 容量转型的候选线索",
      "businessSummary": "MARA Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MARA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:038836c54d8c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UNH",
      "companyName": "UnitedHealth Group Incorporated",
      "ticker": "UNH",
      "aliases": [
        "UNH"
      ],
      "securityId": "US:UNH",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 28,
      "rawTickerCount": 18,
      "frequencyRank": 89,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-05-30",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "医疗健康应用",
      "industryRole": "医疗保险和健康服务平台",
      "businessSummary": "UnitedHealth Group Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UNH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c7012b38acf5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "QBTS",
      "companyName": "D-Wave Quantum Inc.",
      "ticker": "QBTS",
      "aliases": [
        "QBTS"
      ],
      "securityId": "US:QBTS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 27,
      "rawTickerCount": 15,
      "frequencyRank": 90,
      "firstSeen": "2025-09-14",
      "lastSeen": "2026-05-30",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "量子/计算芯片",
      "industryRole": "量子计算硬件、系统和云访问平台",
      "businessSummary": "D-Wave Quantum Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:QBTS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:973332499195",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IONQ",
      "companyName": "IonQ, Inc.",
      "ticker": "IONQ",
      "aliases": [
        "IONQ"
      ],
      "securityId": "US:IONQ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 26,
      "rawTickerCount": 17,
      "frequencyRank": 91,
      "firstSeen": "2025-08-25",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        },
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "量子/计算芯片",
      "industryRole": "量子计算硬件、系统和云访问平台",
      "businessSummary": "IonQ, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IONQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:55502ce5daf1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SMTOY",
      "companyName": "Sumitomo Electric Industries Lt",
      "ticker": "SMTOY",
      "aliases": [
        "SMTOY"
      ],
      "securityId": "US:SMTOY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 26,
      "rawTickerCount": 10,
      "frequencyRank": 92,
      "firstSeen": "2025-12-26",
      "lastSeen": "2026-05-23",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "电缆/光纤/材料与线束",
      "industryRole": "通信材料、电缆、光纤和先进连接供给",
      "businessSummary": "Sumitomo Electric Industries Lt 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SMTOY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0e7e63d52166",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HUT",
      "companyName": "Hut 8 Corp.",
      "ticker": "HUT",
      "aliases": [
        "HUT"
      ],
      "securityId": "US:HUT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 26,
      "rawTickerCount": 8,
      "frequencyRank": 93,
      "firstSeen": "2025-09-03",
      "lastSeen": "2026-01-20",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "矿转AI/HPC基础设施",
      "industryRole": "数字资产挖矿数据中心向 AI/HPC 容量转型的候选线索",
      "businessSummary": "Hut 8 Corp. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_HUT_0001104659_25_105874",
      "financialEvidenceId": "us_sec_ev_HUT_0001104659_25_105874_cloud_capex_upcycle_01_92fb54c63f",
      "serenitySourceDocumentId": "serenity_ticker:HUT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:23993c0c9dc9",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "VIRT",
      "companyName": "Virtu Financial, Inc.",
      "ticker": "VIRT",
      "aliases": [
        "VIRT"
      ],
      "securityId": "US:VIRT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 25,
      "rawTickerCount": 22,
      "frequencyRank": 94,
      "firstSeen": "2025-09-29",
      "lastSeen": "2026-04-12",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "电子做市与交易基础设施平台",
      "businessSummary": "Virtu Financial, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VIRT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d095cdcb4c32",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SIVEF",
      "companyName": "SIVERS SEMICONDUCTORS AB",
      "ticker": "SIVEF",
      "aliases": [
        "SIVEF"
      ],
      "securityId": "US:SIVEF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 25,
      "rawTickerCount": 19,
      "frequencyRank": 95,
      "firstSeen": "2026-03-18",
      "lastSeen": "2026-05-21",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SIVERS SEMICONDUCTORS AB 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SIVEF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4f9a000e899f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SOFI",
      "companyName": "SoFi Technologies, Inc.",
      "ticker": "SOFI",
      "aliases": [
        "SOFI"
      ],
      "securityId": "US:SOFI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 25,
      "rawTickerCount": 18,
      "frequencyRank": 96,
      "firstSeen": "2025-07-31",
      "lastSeen": "2026-04-13",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "消费金融、零售金融与数字银行平台",
      "businessSummary": "SoFi Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SOFI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d0c64dd81709",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PYPL",
      "companyName": "PayPal Holdings, Inc.",
      "ticker": "PYPL",
      "aliases": [
        "PYPL"
      ],
      "securityId": "US:PYPL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 24,
      "rawTickerCount": 21,
      "frequencyRank": 97,
      "firstSeen": "2025-09-27",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "金融科技应用",
      "industryRole": "数字支付与商户金融基础设施",
      "businessSummary": "PayPal Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PYPL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c7d13db3aef6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SG",
      "companyName": "Sweetgreen, Inc.",
      "ticker": "SG",
      "aliases": [
        "SG"
      ],
      "securityId": "US:SG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 24,
      "rawTickerCount": 19,
      "frequencyRank": 98,
      "firstSeen": "2025-07-03",
      "lastSeen": "2025-11-20",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "消费应用/餐饮零售平台",
      "industryRole": "餐饮零售与数字化运营场景",
      "businessSummary": "Sweetgreen, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d0f9f9d9ac04",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SLOIF",
      "companyName": "Soitec, Bernin",
      "ticker": "SLOIF",
      "aliases": [
        "SLOIF"
      ],
      "securityId": "US:SLOIF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 24,
      "rawTickerCount": 7,
      "frequencyRank": 99,
      "firstSeen": "2026-03-01",
      "lastSeen": "2026-05-28",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "工程化衬底材料",
      "industryRole": "SOI 等工程化衬底材料供应链",
      "businessSummary": "Soitec, Bernin 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SLOIF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d849da4849f4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FORM",
      "companyName": "FormFactor, Inc.",
      "ticker": "FORM",
      "aliases": [
        "FORM"
      ],
      "securityId": "US:FORM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 23,
      "rawTickerCount": 20,
      "frequencyRank": 100,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-04-30",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "半导体测试/探针卡",
      "industryRole": "晶圆探针卡、测试接口和半导体测试耗材",
      "businessSummary": "FormFactor, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FORM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f0dcf8734966",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GLW",
      "companyName": "Corning Incorporated",
      "ticker": "GLW",
      "aliases": [
        "GLW"
      ],
      "securityId": "US:GLW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 23,
      "rawTickerCount": 18,
      "frequencyRank": 101,
      "firstSeen": "2026-02-04",
      "lastSeen": "2026-05-10",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Corning Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GLW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:38c195e342dd",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "GRRR",
      "companyName": "Gorilla Technology Group Inc.",
      "ticker": "GRRR",
      "aliases": [
        "GRRR"
      ],
      "securityId": "US:GRRR",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 23,
      "rawTickerCount": 11,
      "frequencyRank": 102,
      "firstSeen": "2025-09-18",
      "lastSeen": "2025-11-24",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Gorilla Technology Group Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GRRR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b6954c62b874",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XFAB.PA",
      "companyName": "X-FAB SILICON FOUNDRIES SE",
      "ticker": "XFAB",
      "aliases": [
        "XFAB.PA"
      ],
      "securityId": "EU:XFAB.PA",
      "market": "EUROPE",
      "exchange": "PAR",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 22,
      "rawTickerCount": 24,
      "frequencyRank": 103,
      "firstSeen": "2026-05-27",
      "lastSeen": "2026-06-08",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "X-FAB SILICON FOUNDRIES SE 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XFAB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:69dec17d1053",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ONTO",
      "companyName": "Onto Innovation Inc.",
      "ticker": "ONTO",
      "aliases": [
        "ONTO"
      ],
      "securityId": "US:ONTO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 22,
      "rawTickerCount": 16,
      "frequencyRank": 104,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-06-03",
      "themes": [
        "cpo_photonics",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Onto Innovation Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ONTO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5f975d40c8e8",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "DELL",
      "companyName": "Dell Technologies Inc.",
      "ticker": "DELL",
      "aliases": [
        "DELL"
      ],
      "securityId": "US:DELL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 22,
      "rawTickerCount": 12,
      "frequencyRank": 105,
      "firstSeen": "2025-09-16",
      "lastSeen": "2026-05-29",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "AI服务器/OEM",
      "industryRole": "AI 服务器与企业基础设施",
      "businessSummary": "Dell Technologies Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-01-30",
      "financialEvidenceSourceDocumentId": "us_sec_DELL_0001571996_26_000008",
      "financialEvidenceId": "us_sec_ev_DELL_0001571996_26_000008_cloud_capex_upcycle_01_7b01d9cd02",
      "serenitySourceDocumentId": "serenity_ticker:DELL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:40f641b1a3b3",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "NOK",
      "companyName": "Nokia Corporation Sponsored",
      "ticker": "NOK",
      "aliases": [
        "NOK"
      ],
      "securityId": "US:NOK",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 21,
      "rawTickerCount": 18,
      "frequencyRank": 106,
      "firstSeen": "2026-02-18",
      "lastSeen": "2026-06-06",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Nokia Corporation Sponsored 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NOK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d88ac314bbb5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CORZ",
      "companyName": "Core Scientific, Inc.",
      "ticker": "CORZ",
      "aliases": [
        "CORZ"
      ],
      "securityId": "US:CORZ",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 20,
      "rawTickerCount": 16,
      "frequencyRank": 107,
      "firstSeen": "2025-11-02",
      "lastSeen": "2026-01-17",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Core Scientific, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_CORZ_0001628280_26_013305",
      "financialEvidenceId": "us_sec_ev_CORZ_0001628280_26_013305_cloud_capex_upcycle_01_21875b01f2",
      "serenitySourceDocumentId": "serenity_ticker:CORZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b096e124b72c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "TGT",
      "companyName": "Target Corporation",
      "ticker": "TGT",
      "aliases": [
        "TGT"
      ],
      "securityId": "US:TGT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 20,
      "rawTickerCount": 13,
      "frequencyRank": 108,
      "firstSeen": "2025-09-18",
      "lastSeen": "2026-01-11",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Target Corporation 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TGT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bbfc4767e2f9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TSSI",
      "companyName": "TSS, Inc.",
      "ticker": "TSSI",
      "aliases": [
        "TSSI"
      ],
      "securityId": "US:TSSI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 20,
      "rawTickerCount": 13,
      "frequencyRank": 109,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-01-20",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "TSS, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TSSI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0bdc6854e384",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EOSE",
      "companyName": "Eos Energy Enterprises, Inc.",
      "ticker": "EOSE",
      "aliases": [
        "EOSE"
      ],
      "securityId": "US:EOSE",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 20,
      "rawTickerCount": 12,
      "frequencyRank": 110,
      "firstSeen": "2025-10-04",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Eos Energy Enterprises, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EOSE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2df87031ab82",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LULU",
      "companyName": "lululemon athletica inc.",
      "ticker": "LULU",
      "aliases": [
        "LULU"
      ],
      "securityId": "US:LULU",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 19,
      "rawTickerCount": 13,
      "frequencyRank": 111,
      "firstSeen": "2025-09-10",
      "lastSeen": "2026-05-15",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "消费品牌/需求场景",
      "industryRole": "消费品牌与渠道数据场景",
      "businessSummary": "lululemon athletica inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LULU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ca2ec5af5c7e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TER",
      "companyName": "Teradyne, Inc.",
      "ticker": "TER",
      "aliases": [
        "TER"
      ],
      "securityId": "US:TER",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 19,
      "rawTickerCount": 12,
      "frequencyRank": 112,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-05-12",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Teradyne, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TER",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f43b6679f23c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "SSYS",
      "companyName": "Stratasys, Ltd.",
      "ticker": "SSYS",
      "aliases": [
        "SSYS"
      ],
      "securityId": "US:SSYS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 18,
      "rawTickerCount": 23,
      "frequencyRank": 113,
      "firstSeen": "2026-01-15",
      "lastSeen": "2026-02-03",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Stratasys, Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SSYS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c8bedd97842a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DUOL",
      "companyName": "Duolingo, Inc.",
      "ticker": "DUOL",
      "aliases": [
        "DUOL"
      ],
      "securityId": "US:DUOL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 18,
      "rawTickerCount": 17,
      "frequencyRank": 114,
      "firstSeen": "2025-08-23",
      "lastSeen": "2026-03-17",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Duolingo, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DUOL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6be9c0677363",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "NVTS",
      "companyName": "Navitas Semiconductor Corporati",
      "ticker": "NVTS",
      "aliases": [
        "NVTS"
      ],
      "securityId": "US:NVTS",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 18,
      "rawTickerCount": 17,
      "frequencyRank": 115,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Navitas Semiconductor Corporati 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NVTS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f20aa26c3e56",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASX",
      "companyName": "ASE Technology Holding Co., Ltd",
      "ticker": "ASX",
      "aliases": [
        "ASX"
      ],
      "securityId": "US:ASX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 18,
      "rawTickerCount": 16,
      "frequencyRank": 116,
      "firstSeen": "2026-01-24",
      "lastSeen": "2026-06-06",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "ASE Technology Holding Co., Ltd 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_ASX_0001193125_26_135585",
      "financialEvidenceId": "us_sec_ev_ASX_0001193125_26_135585_cloud_capex_upcycle_01_2a31bf1582",
      "serenitySourceDocumentId": "serenity_ticker:ASX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3f8f825bad8c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "NOC",
      "companyName": "Northrop Grumman Corporation",
      "ticker": "NOC",
      "aliases": [
        "NOC"
      ],
      "securityId": "US:NOC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 17,
      "rawTickerCount": 14,
      "frequencyRank": 117,
      "firstSeen": "2025-10-18",
      "lastSeen": "2026-05-01",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Northrop Grumman Corporation 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NOC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:635cb1d791c6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WOLF",
      "companyName": "Wolfspeed, Inc.",
      "ticker": "WOLF",
      "aliases": [
        "WOLF"
      ],
      "securityId": "US:WOLF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 17,
      "rawTickerCount": 13,
      "frequencyRank": 118,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-06-08",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Wolfspeed, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WOLF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f0238c856fde",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TTD",
      "companyName": "The Trade Desk, Inc.",
      "ticker": "TTD",
      "aliases": [
        "TTD"
      ],
      "securityId": "US:TTD",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 17,
      "rawTickerCount": 11,
      "frequencyRank": 119,
      "firstSeen": "2025-12-04",
      "lastSeen": "2026-04-20",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "The Trade Desk, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TTD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6c7e0f2dfbaf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VRT",
      "companyName": "Vertiv Holdings, LLC",
      "ticker": "VRT",
      "aliases": [
        "VRT"
      ],
      "securityId": "US:VRT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 17,
      "rawTickerCount": 11,
      "frequencyRank": 120,
      "firstSeen": "2025-11-20",
      "lastSeen": "2026-05-09",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Vertiv Holdings, LLC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_VRT_0001674101_25_000024",
      "financialEvidenceId": "us_sec_ev_VRT_0001674101_25_000024_cloud_capex_upcycle_01_4a58442989",
      "serenitySourceDocumentId": "serenity_ticker:VRT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1164805bdfe7",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "6451.TW",
      "companyName": "SHUNSIN TECHNOLOGY HOLDINGS LTD",
      "ticker": "6451.T|6451.TW|6451.HK",
      "aliases": [
        "6451.TW"
      ],
      "securityId": "TW:6451.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 17,
      "rawTickerCount": 1,
      "frequencyRank": 121,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SHUNSIN TECHNOLOGY HOLDINGS LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6451.T|6451.TW|6451.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fca91d9b6f8d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RTX",
      "companyName": "RTX Corporation",
      "ticker": "RTX",
      "aliases": [
        "RTX"
      ],
      "securityId": "US:RTX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 16,
      "rawTickerCount": 15,
      "frequencyRank": 122,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-05-23",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "RTX Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RTX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7d1dbe99b522",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VICR",
      "companyName": "Vicor Corporation",
      "ticker": "VICR",
      "aliases": [
        "VICR"
      ],
      "securityId": "US:VICR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 16,
      "rawTickerCount": 12,
      "frequencyRank": 123,
      "firstSeen": "2026-01-15",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Vicor Corporation 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VICR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1bbc33432df4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DPRO",
      "companyName": "Draganfly Inc.",
      "ticker": "DPRO",
      "aliases": [
        "DPRO"
      ],
      "securityId": "US:DPRO",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 15,
      "rawTickerCount": 21,
      "frequencyRank": 124,
      "firstSeen": "2026-01-16",
      "lastSeen": "2026-03-26",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Draganfly Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DPRO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:71ad395f1231",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AEVA",
      "companyName": "Aeva Technologies, Inc.",
      "ticker": "AEVA",
      "aliases": [
        "AEVA"
      ],
      "securityId": "US:AEVA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 15,
      "rawTickerCount": 20,
      "frequencyRank": 125,
      "firstSeen": "2026-02-09",
      "lastSeen": "2026-05-24",
      "themes": [
        "cpo_photonics",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Aeva Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AEVA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:84b77e55c69d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PL",
      "companyName": "Planet Labs PBC",
      "ticker": "PL",
      "aliases": [
        "PL"
      ],
      "securityId": "US:PL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 15,
      "rawTickerCount": 14,
      "frequencyRank": 126,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-06-05",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Planet Labs PBC 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5dc6820275a0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SIMO",
      "companyName": "Silicon Motion Technology Corpo",
      "ticker": "SIMO",
      "aliases": [
        "SIMO"
      ],
      "securityId": "US:SIMO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 15,
      "rawTickerCount": 12,
      "frequencyRank": 127,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-05-23",
      "themes": [
        "hyperscaler_asic_capex",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Silicon Motion Technology Corpo 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SIMO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ed920100778d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CAMT",
      "companyName": "Camtek Ltd.",
      "ticker": "CAMT",
      "aliases": [
        "CAMT"
      ],
      "securityId": "US:CAMT",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 15,
      "rawTickerCount": 10,
      "frequencyRank": 128,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-04-30",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Camtek Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CAMT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5c95839ca2ca",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALMU",
      "companyName": "Aeluma, Inc.",
      "ticker": "ALMU",
      "aliases": [
        "ALMU"
      ],
      "securityId": "US:ALMU",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 16,
      "frequencyRank": 129,
      "firstSeen": "2026-01-14",
      "lastSeen": "2026-05-06",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Aeluma, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALMU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:38f8ebcecd26",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASST",
      "companyName": "Strive, Inc.",
      "ticker": "ASST",
      "aliases": [
        "ASST"
      ],
      "securityId": "US:ASST",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 13,
      "frequencyRank": 130,
      "firstSeen": "2026-02-17",
      "lastSeen": "2026-05-19",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Strive, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASST",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ba6b4f062698",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VNP.TO",
      "companyName": "5N PLUS INC.",
      "ticker": "VNP",
      "aliases": [
        "VNP.TO"
      ],
      "securityId": "CA:VNP.TO",
      "market": "CANADA",
      "exchange": "TOR",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 13,
      "frequencyRank": 131,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-04-09",
      "themes": [
        "cpo_photonics",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "5N PLUS INC. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VNP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:92ce876e3bd2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BE",
      "companyName": "Bloom Energy Corporation",
      "ticker": "BE",
      "aliases": [
        "BE"
      ],
      "securityId": "US:BE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 10,
      "frequencyRank": 132,
      "firstSeen": "2025-10-04",
      "lastSeen": "2026-03-28",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bloom Energy Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_BE_0001628280_26_028021",
      "financialEvidenceId": "us_sec_ev_BE_0001628280_26_028021_cloud_capex_upcycle_01_eb6525146c",
      "serenitySourceDocumentId": "serenity_ticker:BE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ac77fef8ae9d",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "SEI",
      "companyName": "Solaris Energy Infrastructure,",
      "ticker": "SEI",
      "aliases": [
        "SEI"
      ],
      "securityId": "US:SEI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 8,
      "frequencyRank": 133,
      "firstSeen": "2025-10-07",
      "lastSeen": "2025-12-15",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Solaris Energy Infrastructure, 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SEI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2640ec1b040b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WMT",
      "companyName": "Walmart Inc.",
      "ticker": "WMT",
      "aliases": [
        "WMT"
      ],
      "securityId": "US:WMT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 8,
      "frequencyRank": 134,
      "firstSeen": "2025-11-20",
      "lastSeen": "2026-02-10",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Walmart Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WMT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a49b3292acdd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CSCO",
      "companyName": "Cisco Systems, Inc.",
      "ticker": "CSCO",
      "aliases": [
        "CSCO"
      ],
      "securityId": "US:CSCO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 14,
      "rawTickerCount": 6,
      "frequencyRank": 135,
      "firstSeen": "2026-01-01",
      "lastSeen": "2026-05-12",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Cisco Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-10-25; rev_yoy: 10%",
      "financialEvidenceSourceDocumentId": "us_sec_CSCO_0000858877_25_000171",
      "financialEvidenceId": "us_sec_ev_CSCO_0000858877_25_000171_cloud_capex_upcycle_01_a17bee483a",
      "serenitySourceDocumentId": "serenity_ticker:CSCO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:da85e7a10b05",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "GME",
      "companyName": "GameStop Corporation",
      "ticker": "GME",
      "aliases": [
        "GME"
      ],
      "securityId": "US:GME",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 12,
      "frequencyRank": 136,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-04-06",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "GameStop Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GME",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d316fad878dc",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VECO",
      "companyName": "Veeco Instruments Inc.",
      "ticker": "VECO",
      "aliases": [
        "VECO"
      ],
      "securityId": "US:VECO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 12,
      "frequencyRank": 137,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-04-19",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Veeco Instruments Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VECO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c5f3c272138f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMC",
      "companyName": "AMC Entertainment Holdings, Inc",
      "ticker": "AMC",
      "aliases": [
        "AMC"
      ],
      "securityId": "US:AMC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 11,
      "frequencyRank": 138,
      "firstSeen": "2025-09-10",
      "lastSeen": "2026-04-06",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "AMC Entertainment Holdings, Inc 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a527cefe5709",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DJT",
      "companyName": "Trump Media & Technology Group",
      "ticker": "DJT",
      "aliases": [
        "DJT"
      ],
      "securityId": "US:DJT",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 11,
      "frequencyRank": 139,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-01-28",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Trump Media & Technology Group 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DJT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7efc15c891c7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LMT",
      "companyName": "Lockheed Martin Corporation",
      "ticker": "LMT",
      "aliases": [
        "LMT"
      ],
      "securityId": "US:LMT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 10,
      "frequencyRank": 140,
      "firstSeen": "2026-01-04",
      "lastSeen": "2026-05-01",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Lockheed Martin Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LMT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:190be31f1a97",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VST",
      "companyName": "Vistra Corp.",
      "ticker": "VST",
      "aliases": [
        "VST"
      ],
      "securityId": "US:VST",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 8,
      "frequencyRank": 141,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-02-25",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Vistra Corp. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VST",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7b40412cc86a",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "CEG",
      "companyName": "Constellation Energy Corporatio",
      "ticker": "CEG",
      "aliases": [
        "CEG"
      ],
      "securityId": "US:CEG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 13,
      "rawTickerCount": 7,
      "frequencyRank": 142,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-05-22",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Constellation Energy Corporatio 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CEG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:877c3e4a13c9",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "AIXA.DE",
      "companyName": "AIXTRON SE                    N",
      "ticker": "AIXA",
      "aliases": [
        "AIXA.DE"
      ],
      "securityId": "EU:AIXA.DE",
      "market": "EUROPE",
      "exchange": "GER",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 12,
      "rawTickerCount": 12,
      "frequencyRank": 143,
      "firstSeen": "2026-03-13",
      "lastSeen": "2026-05-07",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "AIXTRON SE                    N 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AIXA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c8014256ad30",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CODA",
      "companyName": "Coda Octopus Group, Inc.",
      "ticker": "CODA",
      "aliases": [
        "CODA"
      ],
      "securityId": "US:CODA",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 12,
      "rawTickerCount": 12,
      "frequencyRank": 144,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-03-13",
      "themes": [
        "compound_semis",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Coda Octopus Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CODA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:928c47a86671",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SHMD",
      "companyName": "SCHMID Group N.V.",
      "ticker": "SHMD",
      "aliases": [
        "SHMD"
      ],
      "securityId": "US:SHMD",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 12,
      "rawTickerCount": 10,
      "frequencyRank": 145,
      "firstSeen": "2026-01-01",
      "lastSeen": "2026-05-07",
      "themes": [
        "cpo_photonics",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SCHMID Group N.V. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SHMD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a35da564c1b6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SMTC",
      "companyName": "Semtech Corporation",
      "ticker": "SMTC",
      "aliases": [
        "SMTC"
      ],
      "securityId": "US:SMTC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 12,
      "rawTickerCount": 8,
      "frequencyRank": 146,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-05-22",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Semtech Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SMTC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1759e9236308",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RR",
      "companyName": "Richtech Robotics Inc.",
      "ticker": "RR",
      "aliases": [
        "RR"
      ],
      "securityId": "US:RR",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 12,
      "rawTickerCount": 6,
      "frequencyRank": 147,
      "firstSeen": "2025-09-30",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Richtech Robotics Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:88ad185ae135",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VCX",
      "companyName": "Fundrise Growth Tech Fund, LLC",
      "ticker": "VCX",
      "aliases": [
        "VCX"
      ],
      "securityId": "US:VCX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 11,
      "rawTickerCount": 12,
      "frequencyRank": 148,
      "firstSeen": "2026-03-25",
      "lastSeen": "2026-05-17",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Fundrise Growth Tech Fund, LLC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VCX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:488c16e8b460",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HIMX",
      "companyName": "Himax Technologies, Inc.",
      "ticker": "HIMX",
      "aliases": [
        "HIMX"
      ],
      "securityId": "US:HIMX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 11,
      "rawTickerCount": 11,
      "frequencyRank": 149,
      "firstSeen": "2026-03-13",
      "lastSeen": "2026-06-01",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Himax Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HIMX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dc5a8d0a0906",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FIG",
      "companyName": "Figma, Inc.",
      "ticker": "FIG",
      "aliases": [
        "FIG"
      ],
      "securityId": "US:FIG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 11,
      "rawTickerCount": 10,
      "frequencyRank": 150,
      "firstSeen": "2025-09-16",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Figma, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FIG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f45a28d59a6e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KEYS",
      "companyName": "Keysight Technologies Inc.",
      "ticker": "KEYS",
      "aliases": [
        "KEYS"
      ],
      "securityId": "US:KEYS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 11,
      "rawTickerCount": 8,
      "frequencyRank": 151,
      "firstSeen": "2026-03-17",
      "lastSeen": "2026-04-30",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Keysight Technologies Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KEYS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:14db060f6182",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GRAB",
      "companyName": "Grab Holdings Limited",
      "ticker": "GRAB",
      "aliases": [
        "GRAB"
      ],
      "securityId": "US:GRAB",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 11,
      "rawTickerCount": 4,
      "frequencyRank": 152,
      "firstSeen": "2025-09-24",
      "lastSeen": "2025-10-18",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Grab Holdings Limited 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GRAB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:65beafb0573d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMSC",
      "companyName": "American Superconductor Corpora",
      "ticker": "AMSC",
      "aliases": [
        "AMSC"
      ],
      "securityId": "US:AMSC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 10,
      "frequencyRank": 153,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "American Superconductor Corpora 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMSC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dd0c4162d02d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMAT",
      "companyName": "Applied Materials, Inc.",
      "ticker": "AMAT",
      "aliases": [
        "AMAT"
      ],
      "securityId": "US:AMAT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 9,
      "frequencyRank": 154,
      "firstSeen": "2026-01-24",
      "lastSeen": "2026-06-07",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "半导体设备",
      "industryRole": "晶圆制造设备",
      "businessSummary": "Applied Materials, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMAT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:223a79517a6f",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "ASHM.L",
      "companyName": "ASHMORE GROUP PLC ORD 0.01P",
      "ticker": "ASHM",
      "aliases": [
        "ASHM.L"
      ],
      "securityId": "EU:ASHM.L",
      "market": "EUROPE",
      "exchange": "LSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 10,
      "rawTickerCount": 9,
      "frequencyRank": 155,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-12",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ASHMORE GROUP PLC ORD 0.01P 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASHM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:91f5d0fdfe1b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GDRZF",
      "companyName": "Gold Reserve Ltd. (Bermuda)",
      "ticker": "GDRZF",
      "aliases": [
        "GDRZF"
      ],
      "securityId": "US:GDRZF",
      "market": "US",
      "exchange": "OQX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 9,
      "frequencyRank": 156,
      "firstSeen": "2026-01-04",
      "lastSeen": "2026-05-23",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Gold Reserve Ltd. (Bermuda) 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GDRZF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:af3419035b11",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OPEN",
      "companyName": "Opendoor Technologies Inc",
      "ticker": "OPEN",
      "aliases": [
        "OPEN"
      ],
      "securityId": "US:OPEN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 9,
      "frequencyRank": 157,
      "firstSeen": "2025-07-23",
      "lastSeen": "2025-10-25",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Opendoor Technologies Inc 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OPEN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:04e135ac9f2f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KRUS",
      "companyName": "Kura Sushi USA, Inc.",
      "ticker": "KRUS",
      "aliases": [
        "KRUS"
      ],
      "securityId": "US:KRUS",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 8,
      "frequencyRank": 158,
      "firstSeen": "2025-11-05",
      "lastSeen": "2026-05-21",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Kura Sushi USA, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KRUS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1694eca24b7b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KLAC",
      "companyName": "KLA Corporation",
      "ticker": "KLAC",
      "aliases": [
        "KLAC"
      ],
      "securityId": "US:KLAC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 7,
      "frequencyRank": 159,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-05-10",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "半导体设备/量测",
      "industryRole": "工艺控制和良率设备",
      "businessSummary": "KLA Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_KLAC_0000319201_25_000034",
      "financialEvidenceId": "us_sec_ev_KLAC_0000319201_25_000034_cloud_capex_upcycle_01_089882a095",
      "serenitySourceDocumentId": "serenity_ticker:KLAC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c215df6e8a8d",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "POWL",
      "companyName": "Powell Industries, Inc.",
      "ticker": "POWL",
      "aliases": [
        "POWL"
      ],
      "securityId": "US:POWL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 7,
      "frequencyRank": 160,
      "firstSeen": "2026-04-09",
      "lastSeen": "2026-05-24",
      "themes": [
        "power_grid_800v",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Powell Industries, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:POWL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0664bd0065ff",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DGXX",
      "companyName": "Digi Power X Inc.",
      "ticker": "DGXX",
      "aliases": [
        "DGXX"
      ],
      "securityId": "US:DGXX",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 6,
      "frequencyRank": 161,
      "firstSeen": "2025-10-29",
      "lastSeen": "2026-05-17",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Digi Power X Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DGXX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9d05372330f2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NET",
      "companyName": "Cloudflare, Inc.",
      "ticker": "NET",
      "aliases": [
        "NET"
      ],
      "securityId": "US:NET",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 10,
      "rawTickerCount": 6,
      "frequencyRank": 162,
      "firstSeen": "2025-10-13",
      "lastSeen": "2026-02-27",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L4_MODELS_RUNTIME",
        "name": "模型与运行时层",
        "shortName": "模型",
        "description": "提供模型、推理 API、Agent Infra、开发工具、模型部署和运行时优化。",
        "businessModel": "通过 API 调用、订阅、开发者平台、推理服务、企业软件授权或用量计费变现。",
        "serenityFocus": "关注模型能力如何被部署、调度、推理优化并转化为开发者和企业工作流。",
        "mainColor": "#008c95",
        "softColor": "#ecfeff"
      },
      "primaryLayerCode": "AI_L4_MODELS_RUNTIME",
      "primaryLayerName": "模型与运行时层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        },
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "边缘网络/AI运行平台",
      "industryRole": "边缘网络、开发者平台和 AI 推理分发基础设施",
      "businessSummary": "Cloudflare, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过模型 API、开发者工具、推理服务、企业授权或用量计费变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NET",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:66a2259c6668",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "USAR",
      "companyName": "USA Rare Earth, Inc.",
      "ticker": "USAR",
      "aliases": [
        "USAR"
      ],
      "securityId": "US:USAR",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 10,
      "frequencyRank": 163,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-04-04",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "USA Rare Earth, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:USAR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3119587d1ebf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SKYT",
      "companyName": "SkyWater Technology, Inc.",
      "ticker": "SKYT",
      "aliases": [
        "SKYT"
      ],
      "securityId": "US:SKYT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 9,
      "frequencyRank": 164,
      "firstSeen": "2026-01-02",
      "lastSeen": "2026-03-24",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "SkyWater Technology, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SKYT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5729bd75eec0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "APH",
      "companyName": "Amphenol Corporation",
      "ticker": "APH",
      "aliases": [
        "APH"
      ],
      "securityId": "US:APH",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 6,
      "frequencyRank": 165,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-05-30",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Amphenol Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:APH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:212f0ba586a3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CIEN",
      "companyName": "Ciena Corporation",
      "ticker": "CIEN",
      "aliases": [
        "CIEN"
      ],
      "securityId": "US:CIEN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 6,
      "frequencyRank": 166,
      "firstSeen": "2026-01-06",
      "lastSeen": "2026-04-08",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Ciena Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-11-01",
      "financialEvidenceSourceDocumentId": "us_sec_CIEN_0001628280_25_056698",
      "financialEvidenceId": "us_sec_ev_CIEN_0001628280_25_056698_ai_application_monetization_01_65b6b8553a",
      "serenitySourceDocumentId": "serenity_ticker:CIEN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2d251b7ca7c4",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "MPWR",
      "companyName": "Monolithic Power Systems, Inc.",
      "ticker": "MPWR",
      "aliases": [
        "MPWR"
      ],
      "securityId": "US:MPWR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 6,
      "frequencyRank": 167,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-02-24",
      "themes": [
        "neocloud",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Monolithic Power Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MPWR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:57d6ca9fb91c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "RBRK",
      "companyName": "Rubrik, Inc.",
      "ticker": "RBRK",
      "aliases": [
        "RBRK"
      ],
      "securityId": "US:RBRK",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 6,
      "frequencyRank": 168,
      "firstSeen": "2025-10-11",
      "lastSeen": "2025-10-20",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L4_MODELS_RUNTIME",
        "name": "模型与运行时层",
        "shortName": "模型",
        "description": "提供模型、推理 API、Agent Infra、开发工具、模型部署和运行时优化。",
        "businessModel": "通过 API 调用、订阅、开发者平台、推理服务、企业软件授权或用量计费变现。",
        "serenityFocus": "关注模型能力如何被部署、调度、推理优化并转化为开发者和企业工作流。",
        "mainColor": "#008c95",
        "softColor": "#ecfeff"
      },
      "primaryLayerCode": "AI_L4_MODELS_RUNTIME",
      "primaryLayerName": "模型与运行时层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "数据安全/运行保障",
      "industryRole": "数据安全、备份恢复和 AI 数据治理基础设施",
      "businessSummary": "Rubrik, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过模型 API、开发者工具、推理服务、企业授权或用量计费变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RBRK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4446a591668a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LPKFF",
      "companyName": "Lpkf Laser & Electronics AG",
      "ticker": "LPKFF",
      "aliases": [
        "LPKFF"
      ],
      "securityId": "US:LPKFF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 5,
      "frequencyRank": 169,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-05-25",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Lpkf Laser & Electronics AG 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LPKFF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:942ae5477f33",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MOD",
      "companyName": "Modine Manufacturing Company",
      "ticker": "MOD",
      "aliases": [
        "MOD"
      ],
      "securityId": "US:MOD",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 9,
      "rawTickerCount": 5,
      "frequencyRank": 170,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-02-24",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Modine Manufacturing Company 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MOD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:07492ab3102a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CPSH",
      "companyName": "CPS Technologies Corp.",
      "ticker": "CPSH",
      "aliases": [
        "CPSH"
      ],
      "securityId": "US:CPSH",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 13,
      "frequencyRank": 171,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-02-21",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CPS Technologies Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CPSH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d1f48a2566e3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BA",
      "companyName": "Boeing Company (The)",
      "ticker": "BA",
      "aliases": [
        "BA"
      ],
      "securityId": "US:BA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 10,
      "frequencyRank": 172,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-03-24",
      "themes": [
        "cpo_photonics",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Boeing Company (The) 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b8b5bb259801",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CRM",
      "companyName": "Salesforce, Inc.",
      "ticker": "CRM",
      "aliases": [
        "CRM"
      ],
      "securityId": "US:CRM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 173,
      "firstSeen": "2025-09-26",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Salesforce, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2023-10-31",
      "financialEvidenceSourceDocumentId": "us_sec_CRM_0001108524_23_000048",
      "financialEvidenceId": "us_sec_ev_CRM_0001108524_23_000048_ai_application_monetization_01_ea80cc9ac8",
      "serenitySourceDocumentId": "serenity_ticker:CRM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:de6c9e3cca46",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "LEU",
      "companyName": "Centrus Energy Corp.",
      "ticker": "LEU",
      "aliases": [
        "LEU"
      ],
      "securityId": "US:LEU",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 174,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-29",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Centrus Energy Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LEU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:06e399b27536",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MXL",
      "companyName": "MaxLinear, Inc",
      "ticker": "MXL",
      "aliases": [
        "MXL"
      ],
      "securityId": "US:MXL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 175,
      "firstSeen": "2026-03-17",
      "lastSeen": "2026-05-15",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "MaxLinear, Inc 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MXL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:73195613564c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UAVS",
      "companyName": "AgEagle Aerial Systems, Inc.",
      "ticker": "UAVS",
      "aliases": [
        "UAVS"
      ],
      "securityId": "US:UAVS",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 176,
      "firstSeen": "2026-01-14",
      "lastSeen": "2026-03-08",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "AgEagle Aerial Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UAVS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:677fb8865733",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VIAV",
      "companyName": "Viavi Solutions Inc.",
      "ticker": "VIAV",
      "aliases": [
        "VIAV"
      ],
      "securityId": "US:VIAV",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 177,
      "firstSeen": "2026-03-17",
      "lastSeen": "2026-04-30",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Viavi Solutions Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VIAV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:82afb27762d7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VLO",
      "companyName": "Valero Energy Corporation",
      "ticker": "VLO",
      "aliases": [
        "VLO"
      ],
      "securityId": "US:VLO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 7,
      "frequencyRank": 178,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-06",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Valero Energy Corporation 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VLO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:33250a70297f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KTOS",
      "companyName": "Kratos Defense & Security Solut",
      "ticker": "KTOS",
      "aliases": [
        "KTOS"
      ],
      "securityId": "US:KTOS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 6,
      "frequencyRank": 179,
      "firstSeen": "2025-10-29",
      "lastSeen": "2026-01-20",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Kratos Defense & Security Solut 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KTOS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8a61c7d3c68c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BZAI",
      "companyName": "Blaize Holdings, Inc.",
      "ticker": "BZAI",
      "aliases": [
        "BZAI"
      ],
      "securityId": "US:BZAI",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 4,
      "frequencyRank": 180,
      "firstSeen": "2025-10-15",
      "lastSeen": "2026-05-13",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Blaize Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BZAI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:aa239632d6d0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DFLI",
      "companyName": "Dragonfly Energy Holdings Corp",
      "ticker": "DFLI",
      "aliases": [
        "DFLI"
      ],
      "securityId": "US:DFLI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 4,
      "frequencyRank": 181,
      "firstSeen": "2025-10-08",
      "lastSeen": "2025-10-18",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Dragonfly Energy Holdings Corp 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DFLI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:51102fe6ee2c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FISV",
      "companyName": "Fiserv, Inc.",
      "ticker": "FISV",
      "aliases": [
        "FISV"
      ],
      "securityId": "US:FISV",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 4,
      "frequencyRank": 182,
      "firstSeen": "2025-11-18",
      "lastSeen": "2026-05-09",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Fiserv, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FISV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:76e85d789d0c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MTRN",
      "companyName": "Materion Corporation",
      "ticker": "MTRN",
      "aliases": [
        "MTRN"
      ],
      "securityId": "US:MTRN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 4,
      "frequencyRank": 183,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-05-25",
      "themes": [
        "robotics_physical_ai",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Materion Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MTRN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:78450e9e82b8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PLAB",
      "companyName": "Photronics, Inc.",
      "ticker": "PLAB",
      "aliases": [
        "PLAB"
      ],
      "securityId": "US:PLAB",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 8,
      "rawTickerCount": 4,
      "frequencyRank": 184,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-05-13",
      "themes": [
        "compound_semis",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Photronics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PLAB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b2f4c3bc4060",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3363.HK",
      "companyName": "ZHENGYE INT'L",
      "ticker": "3363.T|3363.TW|3363.HK",
      "aliases": [
        "3363.HK"
      ],
      "securityId": "HK:03363",
      "market": "HK",
      "exchange": "HKG",
      "country": "China/HK",
      "region": "Greater China",
      "serenityPostCount": 8,
      "rawTickerCount": 0,
      "frequencyRank": 185,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ZHENGYE INT'L 是 Paper 相关公司；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3363.T|3363.TW|3363.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9dfa1fe15eb8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6315.T",
      "companyName": "TOWA CORP",
      "ticker": "6315.T|6315.TW|6315.HK",
      "aliases": [
        "6315.T"
      ],
      "securityId": "JP:6315.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 8,
      "rawTickerCount": 0,
      "frequencyRank": 186,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "TOWA CORP 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6315.T|6315.TW|6315.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ecbf4710508b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6830.TW",
      "companyName": "MSSCORPS CO LTD",
      "ticker": "6830.T|6830.TW|6830.HK",
      "aliases": [
        "6830.TW"
      ],
      "securityId": "TW:6830.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 8,
      "rawTickerCount": 0,
      "frequencyRank": 187,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "MSSCORPS CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6830.T|6830.TW|6830.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:caf031149d44",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2027.TW",
      "companyName": "TA CHEN STAINLESS PIPE CORP",
      "ticker": "2027.T|2027.TW|2027.HK",
      "aliases": [
        "2027.TW"
      ],
      "securityId": "TW:2027.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 7,
      "rawTickerCount": 9,
      "frequencyRank": 188,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "TA CHEN STAINLESS PIPE CORP 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2027.T|2027.TW|2027.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7dc02650e3a0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OPTT",
      "companyName": "Ocean Power Technologies, Inc.",
      "ticker": "OPTT",
      "aliases": [
        "OPTT"
      ],
      "securityId": "US:OPTT",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 7,
      "frequencyRank": 189,
      "firstSeen": "2026-01-24",
      "lastSeen": "2026-03-13",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Ocean Power Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OPTT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a3e47cf38520",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "YSS",
      "companyName": "York Space Systems Inc.",
      "ticker": "YSS",
      "aliases": [
        "YSS"
      ],
      "securityId": "US:YSS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 7,
      "frequencyRank": 190,
      "firstSeen": "2026-04-30",
      "lastSeen": "2026-05-28",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "York Space Systems Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:YSS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ee67ec9f68a0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CLS",
      "companyName": "Celestica, Inc.",
      "ticker": "CLS",
      "aliases": [
        "CLS"
      ],
      "securityId": "US:CLS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 6,
      "frequencyRank": 191,
      "firstSeen": "2025-10-29",
      "lastSeen": "2025-12-11",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Celestica, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_CLS_0001030894_26_000032",
      "financialEvidenceId": "us_sec_ev_CLS_0001030894_26_000032_cloud_capex_upcycle_01_3abba04acd",
      "serenitySourceDocumentId": "serenity_ticker:CLS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:870ac6c5afe9",
      "sourceDocumentCount": 6,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "TRGP",
      "companyName": "Targa Resources, Inc.",
      "ticker": "TRGP",
      "aliases": [
        "TRGP"
      ],
      "securityId": "US:TRGP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 6,
      "frequencyRank": 192,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-12",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Targa Resources, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TRGP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d6589de5f8dd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UAMY",
      "companyName": "United States Antimony Corporat",
      "ticker": "UAMY",
      "aliases": [
        "UAMY"
      ],
      "securityId": "US:UAMY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 6,
      "frequencyRank": 193,
      "firstSeen": "2025-10-18",
      "lastSeen": "2026-04-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "United States Antimony Corporat 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UAMY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d3205fc53665",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DKNG",
      "companyName": "DraftKings Inc.",
      "ticker": "DKNG",
      "aliases": [
        "DKNG"
      ],
      "securityId": "US:DKNG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 5,
      "frequencyRank": 194,
      "firstSeen": "2025-10-10",
      "lastSeen": "2025-10-15",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "DraftKings Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DKNG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:230ef340b951",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GHM",
      "companyName": "Graham Corporation",
      "ticker": "GHM",
      "aliases": [
        "GHM"
      ],
      "securityId": "US:GHM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 5,
      "frequencyRank": 195,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Graham Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GHM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fc1174529c1e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "JPM",
      "companyName": "JP Morgan Chase & Co.",
      "ticker": "JPM",
      "aliases": [
        "JPM"
      ],
      "securityId": "US:JPM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 5,
      "frequencyRank": 196,
      "firstSeen": "2025-12-22",
      "lastSeen": "2026-04-30",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "JP Morgan Chase & Co. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:JPM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:05e4c25e1372",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RMBS",
      "companyName": "Rambus, Inc.",
      "ticker": "RMBS",
      "aliases": [
        "RMBS"
      ],
      "securityId": "US:RMBS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 5,
      "frequencyRank": 197,
      "firstSeen": "2025-12-14",
      "lastSeen": "2026-02-16",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Rambus, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RMBS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9b73310acadd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UMAC",
      "companyName": "Unusual Machines, Inc.",
      "ticker": "UMAC",
      "aliases": [
        "UMAC"
      ],
      "securityId": "US:UMAC",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 5,
      "frequencyRank": 198,
      "firstSeen": "2026-01-08",
      "lastSeen": "2026-01-24",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Unusual Machines, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UMAC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:84c255617e80",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ETN",
      "companyName": "Eaton Corporation, PLC",
      "ticker": "ETN",
      "aliases": [
        "ETN"
      ],
      "securityId": "US:ETN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 4,
      "frequencyRank": 199,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-04-22",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Eaton Corporation, PLC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ETN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:93c5c2446204",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "VSH",
      "companyName": "Vishay Intertechnology, Inc.",
      "ticker": "VSH",
      "aliases": [
        "VSH"
      ],
      "securityId": "US:VSH",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 7,
      "rawTickerCount": 4,
      "frequencyRank": 200,
      "firstSeen": "2026-02-06",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Vishay Intertechnology, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VSH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1c1e02259ac6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OUST",
      "companyName": "Ouster, Inc.",
      "ticker": "OUST",
      "aliases": [
        "OUST"
      ],
      "securityId": "US:OUST",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 9,
      "frequencyRank": 201,
      "firstSeen": "2026-01-07",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Ouster, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OUST",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d7b917f8a310",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HII",
      "companyName": "Huntington Ingalls Industries,",
      "ticker": "HII",
      "aliases": [
        "HII"
      ],
      "securityId": "US:HII",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 8,
      "frequencyRank": 202,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-03-10",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Huntington Ingalls Industries, 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HII",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c5532b859ac5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMBA",
      "companyName": "Ambarella, Inc.",
      "ticker": "AMBA",
      "aliases": [
        "AMBA"
      ],
      "securityId": "US:AMBA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 7,
      "frequencyRank": 203,
      "firstSeen": "2026-01-15",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Ambarella, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2023-04-30",
      "financialEvidenceSourceDocumentId": "us_sec_AMBA_0000950170_23_026602",
      "financialEvidenceId": "us_sec_ev_AMBA_0000950170_23_026602_cloud_capex_upcycle_01_a8879a01c9",
      "serenitySourceDocumentId": "serenity_ticker:AMBA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:055a733219a2",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "SPRB",
      "companyName": "Spruce Biosciences, Inc.",
      "ticker": "SPRB",
      "aliases": [
        "SPRB"
      ],
      "securityId": "US:SPRB",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 5,
      "frequencyRank": 204,
      "firstSeen": "2025-10-06",
      "lastSeen": "2025-10-07",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Spruce Biosciences, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPRB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6e9c08747477",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BKSY",
      "companyName": "BlackSky Technology Inc.",
      "ticker": "BKSY",
      "aliases": [
        "BKSY"
      ],
      "securityId": "US:BKSY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 4,
      "frequencyRank": 205,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-03-24",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "BlackSky Technology Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BKSY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e774bfae4605",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LGN",
      "companyName": "Legence Corp.",
      "ticker": "LGN",
      "aliases": [
        "LGN"
      ],
      "securityId": "US:LGN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 4,
      "frequencyRank": 206,
      "firstSeen": "2025-10-29",
      "lastSeen": "2025-12-15",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Legence Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LGN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:32b24c23b178",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "POWI",
      "companyName": "Power Integrations, Inc.",
      "ticker": "POWI",
      "aliases": [
        "POWI"
      ],
      "securityId": "US:POWI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 4,
      "frequencyRank": 207,
      "firstSeen": "2026-05-24",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Power Integrations, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:POWI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:43c6134ff562",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ANET",
      "companyName": "Arista Networks, Inc.",
      "ticker": "ANET",
      "aliases": [
        "ANET"
      ],
      "securityId": "US:ANET",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 3,
      "frequencyRank": 208,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-02-05",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Arista Networks, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_ANET_0001596532_26_000078",
      "financialEvidenceId": "us_sec_ev_ANET_0001596532_26_000078_cloud_capex_upcycle_01_089bfaef1b",
      "serenitySourceDocumentId": "serenity_ticker:ANET",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9661fe121ec0",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "IFNNY",
      "companyName": "Infineon Technologies AG",
      "ticker": "IFNNY",
      "aliases": [
        "IFNNY"
      ],
      "securityId": "US:IFNNY",
      "market": "US",
      "exchange": "OQX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 3,
      "frequencyRank": 209,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-06-08",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Infineon Technologies AG 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IFNNY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:99c72d1d3709",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ON",
      "companyName": "ON Semiconductor Corporation",
      "ticker": "ON",
      "aliases": [
        "ON"
      ],
      "securityId": "US:ON",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 3,
      "frequencyRank": 210,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "ON Semiconductor Corporation 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ON",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a6c2636424e7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SHOP",
      "companyName": "Shopify Inc.",
      "ticker": "SHOP",
      "aliases": [
        "SHOP"
      ],
      "securityId": "US:SHOP",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 3,
      "frequencyRank": 211,
      "firstSeen": "2025-11-17",
      "lastSeen": "2026-05-21",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Shopify Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SHOP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:217432c72e75",
      "sourceDocumentCount": 6,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "TDY",
      "companyName": "Teledyne Technologies Incorpora",
      "ticker": "TDY",
      "aliases": [
        "TDY"
      ],
      "securityId": "US:TDY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 3,
      "frequencyRank": 212,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-03-26",
      "themes": [
        "compound_semis",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Teledyne Technologies Incorpora 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TDY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:643ddf5bd896",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "COST",
      "companyName": "Costco Wholesale Corporation",
      "ticker": "COST",
      "aliases": [
        "COST"
      ],
      "securityId": "US:COST",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 2,
      "frequencyRank": 213,
      "firstSeen": "2026-02-19",
      "lastSeen": "2026-05-01",
      "themes": [
        "memory_hbm_storage",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Costco Wholesale Corporation 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:COST",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:192c156b3b72",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NEE",
      "companyName": "NextEra Energy, Inc.",
      "ticker": "NEE",
      "aliases": [
        "NEE"
      ],
      "securityId": "US:NEE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 6,
      "rawTickerCount": 2,
      "frequencyRank": 214,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-05-22",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "NextEra Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NEE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3994a80beea6",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 2,
      "eventEvidenceCount": 2,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "3105.TWO",
      "companyName": "WIN SEMICONDUCTORS CORP",
      "ticker": "3105.TWO",
      "aliases": [
        "3105.TWO"
      ],
      "securityId": "TW:3105.TWO",
      "market": "TAIWAN",
      "exchange": "TWO",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 6,
      "rawTickerCount": 1,
      "frequencyRank": 215,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "WIN SEMICONDUCTORS CORP 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3105.TWO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:652a37baafad",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "005930.KS",
      "companyName": "SamsungElec",
      "ticker": "005930.KS|005930.KQ",
      "aliases": [
        "005930.KS"
      ],
      "securityId": "KR:005930.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 6,
      "rawTickerCount": 0,
      "frequencyRank": 216,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SamsungElec 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:005930.KS|005930.KQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c2de065d8a38",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3105.T",
      "companyName": "NISSHINBO HOLDINGS INC",
      "ticker": "3105.T|3105.TW|3105.HK",
      "aliases": [
        "3105.T"
      ],
      "securityId": "JP:3105.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 6,
      "rawTickerCount": 0,
      "frequencyRank": 217,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NISSHINBO HOLDINGS INC 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3105.T|3105.TW|3105.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dfd47613c873",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6324.T",
      "companyName": "HARMONIC DRIVE SYSTEMS",
      "ticker": "6324.T|6324.TW|6324.HK",
      "aliases": [
        "6324.T"
      ],
      "securityId": "JP:6324.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 6,
      "rawTickerCount": 0,
      "frequencyRank": 218,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "HARMONIC DRIVE SYSTEMS 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6324.T|6324.TW|6324.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:077f87f7a6f9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2026.HK",
      "companyName": "PONY-W",
      "ticker": "2026.T|2026.TW|2026.HK",
      "aliases": [
        "2026.HK"
      ],
      "securityId": "HK:02026",
      "market": "HK",
      "exchange": "HKG",
      "country": "China/HK",
      "region": "Greater China",
      "serenityPostCount": 5,
      "rawTickerCount": 8,
      "frequencyRank": 219,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "PONY-W 是 Digital Solution Services 相关公司；Serenity 线索关联 化合物半导体材料、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2026.T|2026.TW|2026.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3d7e35d1834e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VELO",
      "companyName": "Velo3D, Inc.",
      "ticker": "VELO",
      "aliases": [
        "VELO"
      ],
      "securityId": "US:VELO",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 6,
      "frequencyRank": 220,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-04-04",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Velo3D, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VELO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4a343d222561",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ABAT",
      "companyName": "American Battery Technology Com",
      "ticker": "ABAT",
      "aliases": [
        "ABAT"
      ],
      "securityId": "US:ABAT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 221,
      "firstSeen": "2025-09-18",
      "lastSeen": "2025-10-29",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "American Battery Technology Com 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ABAT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:39a18df39ef7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ATOM",
      "companyName": "Atomera Incorporated",
      "ticker": "ATOM",
      "aliases": [
        "ATOM"
      ],
      "securityId": "US:ATOM",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 222,
      "firstSeen": "2026-03-07",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Atomera Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ATOM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:701b790c38ff",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BIRD",
      "companyName": "Allbirds, Inc.",
      "ticker": "BIRD",
      "aliases": [
        "BIRD"
      ],
      "securityId": "US:BIRD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 223,
      "firstSeen": "2026-04-15",
      "lastSeen": "2026-04-21",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Allbirds, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BIRD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0c9951fa94a1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MRAM",
      "companyName": "Everspin Technologies, Inc.",
      "ticker": "MRAM",
      "aliases": [
        "MRAM"
      ],
      "securityId": "US:MRAM",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 224,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Everspin Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MRAM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:290cc02e4af9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PINS",
      "companyName": "Pinterest, Inc.",
      "ticker": "PINS",
      "aliases": [
        "PINS"
      ],
      "securityId": "US:PINS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 225,
      "firstSeen": "2025-12-31",
      "lastSeen": "2026-03-09",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Pinterest, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_PINS_0001506293_26_000068",
      "financialEvidenceId": "us_sec_ev_PINS_0001506293_26_000068_cloud_capex_upcycle_01_274dad59a6",
      "serenitySourceDocumentId": "serenity_ticker:PINS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a06b3981077b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "PLPC",
      "companyName": "Preformed Line Products Company",
      "ticker": "PLPC",
      "aliases": [
        "PLPC"
      ],
      "securityId": "US:PLPC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 226,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "hyperscaler_asic_capex",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Preformed Line Products Company 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PLPC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d365e8713bd5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "QCOM",
      "companyName": "QUALCOMM Incorporated",
      "ticker": "QCOM",
      "aliases": [
        "QCOM"
      ],
      "securityId": "US:QCOM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 227,
      "firstSeen": "2026-02-12",
      "lastSeen": "2026-06-04",
      "themes": [
        "hyperscaler_asic_capex",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "QUALCOMM Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:QCOM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b1783487095b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "U",
      "companyName": "Unity Software Inc.",
      "ticker": "U",
      "aliases": [
        "U"
      ],
      "securityId": "US:U",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 5,
      "frequencyRank": 228,
      "firstSeen": "2026-02-09",
      "lastSeen": "2026-02-27",
      "themes": [
        "ai_apps_platforms",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Unity Software Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_U_0001810806_22_000018",
      "financialEvidenceId": "us_sec_ev_U_0001810806_22_000018_cloud_capex_upcycle_01_4b1a4d45b7",
      "serenitySourceDocumentId": "serenity_ticker:U",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f3902a0e1a97",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "ACLS",
      "companyName": "Axcelis Technologies, Inc.",
      "ticker": "ACLS",
      "aliases": [
        "ACLS"
      ],
      "securityId": "US:ACLS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 229,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-03-24",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Axcelis Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ACLS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1af635bbd897",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 2,
      "eventEvidenceCount": 2,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "AMSL.XC",
      "companyName": "Advanced Medical Solutions Grou",
      "ticker": "AMSL",
      "aliases": [
        "AMSL.XC"
      ],
      "securityId": "GLOBAL:AMSL.XC",
      "market": "GLOBAL",
      "exchange": "CXE",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 230,
      "firstSeen": "2025-10-16",
      "lastSeen": "2026-05-04",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Advanced Medical Solutions Grou 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMSL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d38519d514a2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASPI",
      "companyName": "ASP Isotopes Inc.",
      "ticker": "ASPI",
      "aliases": [
        "ASPI"
      ],
      "securityId": "US:ASPI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 231,
      "firstSeen": "2026-01-28",
      "lastSeen": "2026-05-31",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ASP Isotopes Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASPI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bc0dfa454e60",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BTBT",
      "companyName": "Bit Digital, Inc.",
      "ticker": "BTBT",
      "aliases": [
        "BTBT"
      ],
      "securityId": "US:BTBT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 232,
      "firstSeen": "2025-09-16",
      "lastSeen": "2025-10-31",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bit Digital, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BTBT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2a192cf8aa1b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CF",
      "companyName": "CF Industries Holdings, Inc.",
      "ticker": "CF",
      "aliases": [
        "CF"
      ],
      "securityId": "US:CF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 233,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-05",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CF Industries Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fa0150098732",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LAC",
      "companyName": "Lithium Americas Corp.",
      "ticker": "LAC",
      "aliases": [
        "LAC"
      ],
      "securityId": "US:LAC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 234,
      "firstSeen": "2025-09-23",
      "lastSeen": "2026-04-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Lithium Americas Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LAC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8615d707b3ae",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LRCX",
      "companyName": "Lam Research Corporation",
      "ticker": "LRCX",
      "aliases": [
        "LRCX"
      ],
      "securityId": "US:LRCX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 235,
      "firstSeen": "2026-03-13",
      "lastSeen": "2026-05-10",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "半导体设备",
      "industryRole": "刻蚀、沉积等晶圆制造设备",
      "businessSummary": "Lam Research Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LRCX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fb758069d3aa",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "OI",
      "companyName": "O-I Glass, Inc.",
      "ticker": "OI",
      "aliases": [
        "OI"
      ],
      "securityId": "US:OI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 236,
      "firstSeen": "2026-01-04",
      "lastSeen": "2026-01-05",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "O-I Glass, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:06ad7f30efe6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "V",
      "companyName": "Visa Inc.",
      "ticker": "V",
      "aliases": [
        "V"
      ],
      "securityId": "US:V",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 237,
      "firstSeen": "2026-01-01",
      "lastSeen": "2026-03-19",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Visa Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:V",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bb4a27c54f21",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WDC",
      "companyName": "Western Digital Corporation",
      "ticker": "WDC",
      "aliases": [
        "WDC"
      ],
      "securityId": "US:WDC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 4,
      "frequencyRank": 238,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-04-03",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Western Digital Corporation 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-06-27",
      "financialEvidenceSourceDocumentId": "us_sec_WDC_0000106040_25_000038",
      "financialEvidenceId": "us_sec_ev_WDC_0000106040_25_000038_cloud_capex_upcycle_01_25cdf1bfee",
      "serenitySourceDocumentId": "serenity_ticker:WDC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b1c0b7f90ae9",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 3,
      "eventEvidenceCount": 3,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "BESIY",
      "companyName": "BE Semiconductor Industries N.V",
      "ticker": "BESIY",
      "aliases": [
        "BESIY"
      ],
      "securityId": "US:BESIY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 239,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-03-13",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "BE Semiconductor Industries N.V 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BESIY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8308e3569fb3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HIVE",
      "companyName": "HIVE Digital Technologies Ltd",
      "ticker": "HIVE",
      "aliases": [
        "HIVE"
      ],
      "securityId": "US:HIVE",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 240,
      "firstSeen": "2025-09-28",
      "lastSeen": "2025-11-24",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "HIVE Digital Technologies Ltd 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HIVE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f23e2d9f0a2b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MOG-A",
      "companyName": "Moog Inc.",
      "ticker": "MOG.A",
      "aliases": [
        "MOG-A"
      ],
      "securityId": "US:MOG-A",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 241,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Moog Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MOG.A",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c2fe397f192e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NKLR",
      "companyName": "Terra Innovatum Global N.V.",
      "ticker": "NKLR",
      "aliases": [
        "NKLR"
      ],
      "securityId": "US:NKLR",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 242,
      "firstSeen": "2025-10-15",
      "lastSeen": "2025-10-18",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Terra Innovatum Global N.V. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NKLR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:49daf8e3b361",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NVT",
      "companyName": "nVent Electric plc",
      "ticker": "NVT",
      "aliases": [
        "NVT"
      ],
      "securityId": "US:NVT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 243,
      "firstSeen": "2025-11-20",
      "lastSeen": "2026-05-24",
      "themes": [
        "power_grid_800v",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "nVent Electric plc 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、化合物半导体材料。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NVT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8fa4327e84ec",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PDFS",
      "companyName": "PDF Solutions, Inc.",
      "ticker": "PDFS",
      "aliases": [
        "PDFS"
      ],
      "securityId": "US:PDFS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 244,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-03-24",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "PDF Solutions, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PDFS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:eed42cfdd7fd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "QUBT",
      "companyName": "Quantum Computing Inc.",
      "ticker": "QUBT",
      "aliases": [
        "QUBT"
      ],
      "securityId": "US:QUBT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 245,
      "firstSeen": "2025-10-11",
      "lastSeen": "2026-03-24",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Quantum Computing Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:QUBT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bc3f2631cfd2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RDW",
      "companyName": "Redwire Corporation",
      "ticker": "RDW",
      "aliases": [
        "RDW"
      ],
      "securityId": "US:RDW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 246,
      "firstSeen": "2025-07-03",
      "lastSeen": "2026-02-13",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Redwire Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RDW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4189db5b0e00",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "STX",
      "companyName": "Seagate Technology Holdings PLC",
      "ticker": "STX",
      "aliases": [
        "STX"
      ],
      "securityId": "US:STX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 3,
      "frequencyRank": 247,
      "firstSeen": "2025-11-25",
      "lastSeen": "2026-02-16",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Seagate Technology Holdings PLC 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-06-27",
      "financialEvidenceSourceDocumentId": "us_sec_STX_0001137789_25_000157",
      "financialEvidenceId": "us_sec_ev_STX_0001137789_25_000157_cloud_capex_upcycle_01_f39e252b49",
      "serenitySourceDocumentId": "serenity_ticker:STX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8e85dd155c8b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "MKSI",
      "companyName": "MKS Inc.",
      "ticker": "MKSI",
      "aliases": [
        "MKSI"
      ],
      "securityId": "US:MKSI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 2,
      "frequencyRank": 248,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "MKS Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MKSI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e1299673635f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RELL",
      "companyName": "Richardson Electronics, Ltd.",
      "ticker": "RELL",
      "aliases": [
        "RELL"
      ],
      "securityId": "US:RELL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 5,
      "rawTickerCount": 2,
      "frequencyRank": 249,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-06-08",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Richardson Electronics, Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RELL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c76c1b6c1adb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "688017.SS",
      "companyName": "LEADER HARMONIOUS DRIVE SYSTEMS",
      "ticker": "688017.SS|688017.KS|688017.KQ|688017.SZ",
      "aliases": [
        "688017.SS"
      ],
      "securityId": "CN:688017.SS",
      "market": "CHINA_A",
      "exchange": "SHH",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 5,
      "rawTickerCount": 0,
      "frequencyRank": 250,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "LEADER HARMONIOUS DRIVE SYSTEMS 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:688017.SS|688017.KS|688017.KQ|688017.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:74574eed1924",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "INFQ",
      "companyName": "Infleqtion, Inc.",
      "ticker": "INFQ",
      "aliases": [
        "INFQ"
      ],
      "securityId": "US:INFQ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 7,
      "frequencyRank": 251,
      "firstSeen": "2026-02-18",
      "lastSeen": "2026-03-19",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Infleqtion, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:INFQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d33207917bdf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BOT",
      "companyName": "RoboStrategy, Inc.",
      "ticker": "BOT",
      "aliases": [
        "BOT"
      ],
      "securityId": "US:BOT",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 5,
      "frequencyRank": 252,
      "firstSeen": "2026-05-12",
      "lastSeen": "2026-05-20",
      "themes": [
        "robotics_physical_ai",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "RoboStrategy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BOT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:62b8467010ee",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TEM",
      "companyName": "Tempus AI, Inc.",
      "ticker": "TEM",
      "aliases": [
        "TEM"
      ],
      "securityId": "US:TEM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 5,
      "frequencyRank": 253,
      "firstSeen": "2025-09-16",
      "lastSeen": "2026-03-29",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Tempus AI, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-06-30",
      "financialEvidenceSourceDocumentId": "us_sec_TEM_0000950170_25_105449",
      "financialEvidenceId": "us_sec_ev_TEM_0000950170_25_105449_cloud_capex_upcycle_01_b38f601972",
      "serenitySourceDocumentId": "serenity_ticker:TEM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fd7173b765a9",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "ADBE",
      "companyName": "Adobe Inc.",
      "ticker": "ADBE",
      "aliases": [
        "ADBE"
      ],
      "securityId": "US:ADBE",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 254,
      "firstSeen": "2026-01-16",
      "lastSeen": "2026-03-17",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Adobe Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-11-28",
      "financialEvidenceSourceDocumentId": "us_sec_ADBE_0000796343_26_000003",
      "financialEvidenceId": "us_sec_ev_ADBE_0000796343_26_000003_cloud_capex_upcycle_01_3903f66f09",
      "serenitySourceDocumentId": "serenity_ticker:ADBE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:359ab0caac1e",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "CDNS",
      "companyName": "Cadence Design Systems, Inc.",
      "ticker": "CDNS",
      "aliases": [
        "CDNS"
      ],
      "securityId": "US:CDNS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 255,
      "firstSeen": "2025-10-10",
      "lastSeen": "2026-05-13",
      "themes": [
        "cpo_photonics",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Cadence Design Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_CDNS_0000813672_26_000016",
      "financialEvidenceId": "us_sec_ev_CDNS_0000813672_26_000016_cloud_capex_upcycle_01_853d8522b3",
      "serenitySourceDocumentId": "serenity_ticker:CDNS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b210df5a1f01",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "ERIC",
      "companyName": "Ericsson",
      "ticker": "ERIC",
      "aliases": [
        "ERIC"
      ],
      "securityId": "US:ERIC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 256,
      "firstSeen": "2026-03-24",
      "lastSeen": "2026-05-05",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Ericsson 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ERIC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9ff3ef59aab6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FCX",
      "companyName": "Freeport-McMoRan, Inc.",
      "ticker": "FCX",
      "aliases": [
        "FCX"
      ],
      "securityId": "US:FCX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 257,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-04-04",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Freeport-McMoRan, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FCX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8463cbae98a3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KLIC",
      "companyName": "Kulicke and Soffa Industries, I",
      "ticker": "KLIC",
      "aliases": [
        "KLIC"
      ],
      "securityId": "US:KLIC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 258,
      "firstSeen": "2026-02-24",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Kulicke and Soffa Industries, I 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KLIC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1fcfbb179db4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NEO",
      "companyName": "NeoGenomics, Inc.",
      "ticker": "NEO",
      "aliases": [
        "NEO"
      ],
      "securityId": "US:NEO",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 259,
      "firstSeen": "2026-03-23",
      "lastSeen": "2026-05-12",
      "themes": [
        "cpo_photonics",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NeoGenomics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NEO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ed0890373205",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NFLX",
      "companyName": "Netflix, Inc.",
      "ticker": "NFLX",
      "aliases": [
        "NFLX"
      ],
      "securityId": "US:NFLX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 260,
      "firstSeen": "2025-12-10",
      "lastSeen": "2026-02-27",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Netflix, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NFLX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8a6641a04698",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 3,
      "eventEvidenceCount": 3,
      "riskEvidenceCount": 1
    },
    {
      "companyCode": "NKE",
      "companyName": "Nike, Inc.",
      "ticker": "NKE",
      "aliases": [
        "NKE"
      ],
      "securityId": "US:NKE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 261,
      "firstSeen": "2025-10-10",
      "lastSeen": "2026-04-23",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Nike, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NKE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0b63ed3a6910",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NUAI",
      "companyName": "New Era Energy & Digital, Inc.",
      "ticker": "NUAI",
      "aliases": [
        "NUAI"
      ],
      "securityId": "US:NUAI",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 262,
      "firstSeen": "2025-09-26",
      "lastSeen": "2025-10-30",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "New Era Energy & Digital, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NUAI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:008e0cd57872",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PATH",
      "companyName": "UiPath, Inc.",
      "ticker": "PATH",
      "aliases": [
        "PATH"
      ],
      "securityId": "US:PATH",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 263,
      "firstSeen": "2025-09-30",
      "lastSeen": "2026-01-02",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "UiPath, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-04-30",
      "financialEvidenceSourceDocumentId": "us_sec_PATH_0001734722_22_000032",
      "financialEvidenceId": "us_sec_ev_PATH_0001734722_22_000032_cloud_capex_upcycle_01_6d51cc4bc1",
      "serenitySourceDocumentId": "serenity_ticker:PATH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:320ee4f04af6",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "RCAT",
      "companyName": "Red Cat Holdings, Inc.",
      "ticker": "RCAT",
      "aliases": [
        "RCAT"
      ],
      "securityId": "US:RCAT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 264,
      "firstSeen": "2026-01-14",
      "lastSeen": "2026-02-08",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Red Cat Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RCAT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:67f3e3329b69",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SPOT",
      "companyName": "Spotify Technology S.A.",
      "ticker": "SPOT",
      "aliases": [
        "SPOT"
      ],
      "securityId": "US:SPOT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 4,
      "frequencyRank": 265,
      "firstSeen": "2025-07-28",
      "lastSeen": "2026-02-27",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Spotify Technology S.A. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPOT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:baf0ee28d3be",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AAL",
      "companyName": "American Airlines Group, Inc.",
      "ticker": "AAL",
      "aliases": [
        "AAL"
      ],
      "securityId": "US:AAL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 266,
      "firstSeen": "2025-09-27",
      "lastSeen": "2026-03-09",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "American Airlines Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AAL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:feaaaa7ff76e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALM",
      "companyName": "Almonty Industries Inc.",
      "ticker": "ALM",
      "aliases": [
        "ALM"
      ],
      "securityId": "US:ALM",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 267,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-04-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Almonty Industries Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:10a1093fb73a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "APP",
      "companyName": "Applovin Corporation",
      "ticker": "APP",
      "aliases": [
        "APP"
      ],
      "securityId": "US:APP",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 268,
      "firstSeen": "2025-09-08",
      "lastSeen": "2026-02-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Applovin Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_APP_0001751008_23_000006",
      "financialEvidenceId": "us_sec_ev_APP_0001751008_23_000006_cloud_capex_upcycle_01_649681a616",
      "serenitySourceDocumentId": "serenity_ticker:APP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b443c234edd2",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "ATEYY",
      "companyName": "Advantest Corp.",
      "ticker": "ATEYY",
      "aliases": [
        "ATEYY"
      ],
      "securityId": "US:ATEYY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 269,
      "firstSeen": "2026-04-05",
      "lastSeen": "2026-04-20",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Advantest Corp. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ATEYY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:35f80c607d8b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CRWD",
      "companyName": "CrowdStrike Holdings, Inc.",
      "ticker": "CRWD",
      "aliases": [
        "CRWD"
      ],
      "securityId": "US:CRWD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 270,
      "firstSeen": "2025-10-13",
      "lastSeen": "2026-02-21",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CrowdStrike Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-04-30",
      "financialEvidenceSourceDocumentId": "us_sec_CRWD_0001535527_22_000012",
      "financialEvidenceId": "us_sec_ev_CRWD_0001535527_22_000012_cloud_capex_upcycle_01_eaca904c1a",
      "serenitySourceDocumentId": "serenity_ticker:CRWD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:91cb2ff5fd9e",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "EOS.AX",
      "companyName": "ELEC OPTIC FPO [EOS]",
      "ticker": "EOS.AX",
      "aliases": [
        "EOS.AX"
      ],
      "securityId": "AU:EOS.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 271,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ELEC OPTIC FPO [EOS] 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EOS.AX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8886857d681f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EQR.AX",
      "companyName": "EQ RES FPO [EQR]",
      "ticker": "EQR.AX",
      "aliases": [
        "EQR.AX"
      ],
      "securityId": "AU:EQR.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 272,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "EQ RES FPO [EQR] 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EQR.AX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3129b909f5a9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PSX",
      "companyName": "Phillips 66",
      "ticker": "PSX",
      "aliases": [
        "PSX"
      ],
      "securityId": "US:PSX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 273,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-06",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Phillips 66 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PSX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7d4cc3a3fac7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TEL",
      "companyName": "TE Connectivity plc",
      "ticker": "TEL",
      "aliases": [
        "TEL"
      ],
      "securityId": "US:TEL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 274,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-03-20",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "TE Connectivity plc 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TEL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:21b968835e77",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TTMI",
      "companyName": "TTM Technologies, Inc.",
      "ticker": "TTMI",
      "aliases": [
        "TTMI"
      ],
      "securityId": "US:TTMI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 275,
      "firstSeen": "2025-12-01",
      "lastSeen": "2026-03-26",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "TTM Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TTMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cef54f309035",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UMC",
      "companyName": "United Microelectronics Corpora",
      "ticker": "UMC",
      "aliases": [
        "UMC"
      ],
      "securityId": "US:UMC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 276,
      "firstSeen": "2026-03-17",
      "lastSeen": "2026-04-18",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "United Microelectronics Corpora 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UMC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fd2a1f9be32b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "XRP",
      "companyName": "Bitwise XRP ETF",
      "ticker": "XRP",
      "aliases": [
        "XRP"
      ],
      "securityId": "US:XRP",
      "market": "US",
      "exchange": "PCX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 3,
      "frequencyRank": 277,
      "firstSeen": "2025-09-12",
      "lastSeen": "2026-01-02",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bitwise XRP ETF 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XRP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6b522cdda24b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ATKR",
      "companyName": "Atkore Inc.",
      "ticker": "ATKR",
      "aliases": [
        "ATKR"
      ],
      "securityId": "US:ATKR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 2,
      "frequencyRank": 278,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "hyperscaler_asic_capex",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Atkore Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ATKR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ec1ecaa88caf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FEIM",
      "companyName": "Frequency Electronics, Inc.",
      "ticker": "FEIM",
      "aliases": [
        "FEIM"
      ],
      "securityId": "US:FEIM",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 2,
      "frequencyRank": 279,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Frequency Electronics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FEIM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b36a359261a5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NBCLF",
      "companyName": "Nitto Boseki Co., Ltd.",
      "ticker": "NBCLF",
      "aliases": [
        "NBCLF"
      ],
      "securityId": "US:NBCLF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 2,
      "frequencyRank": 280,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-02-24",
      "themes": [
        "memory_hbm_storage",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Nitto Boseki Co., Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NBCLF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:87d8fef0c71a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SBGSY",
      "companyName": "Schneider Electric SE",
      "ticker": "SBGSY",
      "aliases": [
        "SBGSY"
      ],
      "securityId": "US:SBGSY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 2,
      "frequencyRank": 281,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-02-24",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Schneider Electric SE 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SBGSY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7916c454e774",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GEMI",
      "companyName": "Gemini Space Station, Inc.",
      "ticker": "GEMI",
      "aliases": [
        "GEMI"
      ],
      "securityId": "US:GEMI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 4,
      "rawTickerCount": 1,
      "frequencyRank": 282,
      "firstSeen": "2026-01-02",
      "lastSeen": "2026-01-20",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Gemini Space Station, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GEMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a1ad77bfc082",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GRZ.V",
      "companyName": "GOLD RESERVE LTD",
      "ticker": "GRZ.V",
      "aliases": [
        "GRZ.V"
      ],
      "securityId": "CA:GRZ.V",
      "market": "CANADA",
      "exchange": "VAN",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 5,
      "frequencyRank": 283,
      "firstSeen": "2026-01-04",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "GOLD RESERVE LTD 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GRZ.V",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2d7deebd0d08",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KSPI",
      "companyName": "Joint Stock Company Kaspi.kz -",
      "ticker": "KSPI",
      "aliases": [
        "KSPI"
      ],
      "securityId": "US:KSPI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 4,
      "frequencyRank": 284,
      "firstSeen": "2025-07-31",
      "lastSeen": "2025-10-02",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Joint Stock Company Kaspi.kz - 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KSPI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7260c51b7234",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PDYN",
      "companyName": "Palladyne AI Corp.",
      "ticker": "PDYN",
      "aliases": [
        "PDYN"
      ],
      "securityId": "US:PDYN",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 4,
      "frequencyRank": 285,
      "firstSeen": "2026-01-16",
      "lastSeen": "2026-01-24",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Palladyne AI Corp. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PDYN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6f2783e08f4b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XPEV",
      "companyName": "XPeng Inc.",
      "ticker": "XPEV",
      "aliases": [
        "XPEV"
      ],
      "securityId": "US:XPEV",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 4,
      "frequencyRank": 286,
      "firstSeen": "2025-12-22",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "XPeng Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XPEV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:adfcb6dc4a08",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AXIA",
      "companyName": "AXIA Energia",
      "ticker": "AXIA",
      "aliases": [
        "AXIA"
      ],
      "securityId": "US:AXIA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 287,
      "firstSeen": "2026-03-18",
      "lastSeen": "2026-04-08",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "AXIA Energia 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AXIA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6ec292985b4d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BABA",
      "companyName": "Alibaba Group Holding Limited",
      "ticker": "BABA",
      "aliases": [
        "BABA"
      ],
      "securityId": "US:BABA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 288,
      "firstSeen": "2026-01-23",
      "lastSeen": "2026-05-22",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Alibaba Group Holding Limited 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BABA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f78b18f787e4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BBW",
      "companyName": "Build-A-Bear Workshop, Inc.",
      "ticker": "BBW",
      "aliases": [
        "BBW"
      ],
      "securityId": "US:BBW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 289,
      "firstSeen": "2026-01-25",
      "lastSeen": "2026-01-25",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Build-A-Bear Workshop, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BBW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b2139a6203b9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CBRS",
      "companyName": "Cerebras Systems Inc.",
      "ticker": "CBRS",
      "aliases": [
        "CBRS"
      ],
      "securityId": "US:CBRS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 290,
      "firstSeen": "2026-05-14",
      "lastSeen": "2026-05-24",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Cerebras Systems Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CBRS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:24492b365dd3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ENAFF",
      "companyName": "Enablence Technologies, Inc.",
      "ticker": "ENAFF",
      "aliases": [
        "ENAFF"
      ],
      "securityId": "US:ENAFF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 291,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Enablence Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ENAFF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:533fbe3fc2bf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ESLT",
      "companyName": "Elbit Systems Ltd.",
      "ticker": "ESLT",
      "aliases": [
        "ESLT"
      ],
      "securityId": "US:ESLT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 292,
      "firstSeen": "2026-03-02",
      "lastSeen": "2026-03-10",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Elbit Systems Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ESLT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:38f595baf7d7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GD",
      "companyName": "General Dynamics Corporation",
      "ticker": "GD",
      "aliases": [
        "GD"
      ],
      "securityId": "US:GD",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 293,
      "firstSeen": "2026-03-10",
      "lastSeen": "2026-03-10",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "General Dynamics Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3c7593d45624",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LHX",
      "companyName": "L3Harris Technologies, Inc.",
      "ticker": "LHX",
      "aliases": [
        "LHX"
      ],
      "securityId": "US:LHX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 294,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "L3Harris Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LHX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dd2749d8ca56",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LNG",
      "companyName": "Cheniere Energy, Inc.",
      "ticker": "LNG",
      "aliases": [
        "LNG"
      ],
      "securityId": "US:LNG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 295,
      "firstSeen": "2026-03-04",
      "lastSeen": "2026-03-28",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Cheniere Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LNG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4fbaedae3579",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LSCC",
      "companyName": "Lattice Semiconductor Corporati",
      "ticker": "LSCC",
      "aliases": [
        "LSCC"
      ],
      "securityId": "US:LSCC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 296,
      "firstSeen": "2026-01-10",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Lattice Semiconductor Corporati 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-03-29",
      "financialEvidenceSourceDocumentId": "us_sec_LSCC_0001437749_25_014540",
      "financialEvidenceId": "us_sec_ev_LSCC_0001437749_25_014540_ai_application_monetization_01_ddcdf88728",
      "serenitySourceDocumentId": "serenity_ticker:LSCC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:93cb3e66710b",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "MIND",
      "companyName": "MIND Technology, Inc.",
      "ticker": "MIND",
      "aliases": [
        "MIND"
      ],
      "securityId": "US:MIND",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 297,
      "firstSeen": "2026-03-10",
      "lastSeen": "2026-03-10",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "MIND Technology, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MIND",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7838e4dbb1bb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MQ",
      "companyName": "Marqeta, Inc.",
      "ticker": "MQ",
      "aliases": [
        "MQ"
      ],
      "securityId": "US:MQ",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 298,
      "firstSeen": "2025-10-30",
      "lastSeen": "2025-11-05",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Marqeta, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:968a9b1ed80f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OSCR",
      "companyName": "Oscar Health, Inc.",
      "ticker": "OSCR",
      "aliases": [
        "OSCR"
      ],
      "securityId": "US:OSCR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 299,
      "firstSeen": "2025-07-02",
      "lastSeen": "2025-09-19",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Oscar Health, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OSCR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1e06a5016410",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RVI",
      "companyName": "Robinhood Ventures Fund I",
      "ticker": "RVI",
      "aliases": [
        "RVI"
      ],
      "securityId": "US:RVI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 300,
      "firstSeen": "2026-02-18",
      "lastSeen": "2026-03-08",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Robinhood Ventures Fund I 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RVI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:aceef2b267b0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TECK",
      "companyName": "Teck Resources Ltd",
      "ticker": "TECK",
      "aliases": [
        "TECK"
      ],
      "securityId": "US:TECK",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 301,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-04-04",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Teck Resources Ltd 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TECK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a5e9475869cf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "USDC",
      "companyName": "USDATA CORP",
      "ticker": "USDC",
      "aliases": [
        "USDC"
      ],
      "securityId": "US:USDC",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 302,
      "firstSeen": "2025-12-21",
      "lastSeen": "2026-01-02",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "USDATA CORP 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:USDC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3b1f56205444",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XOM",
      "companyName": "Exxon Mobil Corporation",
      "ticker": "XOM",
      "aliases": [
        "XOM"
      ],
      "securityId": "US:XOM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 3,
      "frequencyRank": 303,
      "firstSeen": "2026-01-04",
      "lastSeen": "2026-02-28",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Exxon Mobil Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XOM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cdfe48ff25fb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AA",
      "companyName": "Alcoa Corporation",
      "ticker": "AA",
      "aliases": [
        "AA"
      ],
      "securityId": "US:AA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 304,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-04-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Alcoa Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5306cfd6eb20",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ADUR",
      "companyName": "Aduro Clean Technologies Inc.",
      "ticker": "ADUR",
      "aliases": [
        "ADUR"
      ],
      "securityId": "US:ADUR",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 305,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Aduro Clean Technologies Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ADUR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:46c49df45f44",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALCJ.PA",
      "companyName": "CROSSJECT",
      "ticker": "ALCJ",
      "aliases": [
        "ALCJ.PA"
      ],
      "securityId": "EU:ALCJ.PA",
      "market": "EUROPE",
      "exchange": "PAR",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 306,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CROSSJECT 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALCJ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ac93755d5a55",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AOSL",
      "companyName": "Alpha and Omega Semiconductor L",
      "ticker": "AOSL",
      "aliases": [
        "AOSL"
      ],
      "securityId": "US:AOSL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 307,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Alpha and Omega Semiconductor L 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AOSL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:531cdd5e6c28",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CLF",
      "companyName": "Cleveland-Cliffs Inc.",
      "ticker": "CLF",
      "aliases": [
        "CLF"
      ],
      "securityId": "US:CLF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 308,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Cleveland-Cliffs Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CLF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:813d90ed9689",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CVE",
      "companyName": "Cenovus Energy Inc",
      "ticker": "CVE",
      "aliases": [
        "CVE"
      ],
      "securityId": "US:CVE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 309,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Cenovus Energy Inc 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CVE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4ea4a0a095b4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DAL",
      "companyName": "Delta Air Lines, Inc.",
      "ticker": "DAL",
      "aliases": [
        "DAL"
      ],
      "securityId": "US:DAL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 310,
      "firstSeen": "2026-03-09",
      "lastSeen": "2026-03-09",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Delta Air Lines, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DAL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:df0ec07c90ca",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DAVE",
      "companyName": "Dave Inc.",
      "ticker": "DAVE",
      "aliases": [
        "DAVE"
      ],
      "securityId": "US:DAVE",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 311,
      "firstSeen": "2025-09-16",
      "lastSeen": "2025-10-30",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Dave Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DAVE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:71c1bf2aeea0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DLO",
      "companyName": "DLocal Limited",
      "ticker": "DLO",
      "aliases": [
        "DLO"
      ],
      "securityId": "US:DLO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 312,
      "firstSeen": "2025-09-16",
      "lastSeen": "2025-10-29",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "DLocal Limited 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DLO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8f4a5c0eb559",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DRS",
      "companyName": "Leonardo DRS, Inc.",
      "ticker": "DRS",
      "aliases": [
        "DRS"
      ],
      "securityId": "US:DRS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 313,
      "firstSeen": "2026-03-02",
      "lastSeen": "2026-03-02",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Leonardo DRS, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DRS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:09edf911c7bb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ENPH",
      "companyName": "Enphase Energy, Inc.",
      "ticker": "ENPH",
      "aliases": [
        "ENPH"
      ],
      "securityId": "US:ENPH",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 314,
      "firstSeen": "2026-03-07",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Enphase Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ENPH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:eb0f4c028b49",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ENVX",
      "companyName": "Enovix Corporation",
      "ticker": "ENVX",
      "aliases": [
        "ENVX"
      ],
      "securityId": "US:ENVX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 315,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Enovix Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ENVX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:299baee3e6ad",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EONR",
      "companyName": "EON Resources Inc.",
      "ticker": "EONR",
      "aliases": [
        "EONR"
      ],
      "securityId": "US:EONR",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 316,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "EON Resources Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EONR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:093de34b7f31",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GEV",
      "companyName": "GE Vernova Inc.",
      "ticker": "GEV",
      "aliases": [
        "GEV"
      ],
      "securityId": "US:GEV",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 317,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-02-19",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "GE Vernova Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_GEV_0001996810_26_000015",
      "financialEvidenceId": "us_sec_ev_GEV_0001996810_26_000015_cloud_capex_upcycle_01_5cd5b454a0",
      "serenitySourceDocumentId": "serenity_ticker:GEV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e85baa67e9bf",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "HGRAF",
      "companyName": "HydroGraph Clean Power Inc.",
      "ticker": "HGRAF",
      "aliases": [
        "HGRAF"
      ],
      "securityId": "US:HGRAF",
      "market": "US",
      "exchange": "OQB",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 318,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "HydroGraph Clean Power Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HGRAF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3085a35da02d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HLI",
      "companyName": "Houlihan Lokey, Inc.",
      "ticker": "HLI",
      "aliases": [
        "HLI"
      ],
      "securityId": "US:HLI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 319,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Houlihan Lokey, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HLI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0b41a1b4e601",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HON",
      "companyName": "Honeywell International Inc.",
      "ticker": "HON",
      "aliases": [
        "HON"
      ],
      "securityId": "US:HON",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 320,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Honeywell International Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HON",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bc49bf20b20a",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 3,
      "eventEvidenceCount": 3,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "LAZ",
      "companyName": "Lazard, Inc.",
      "ticker": "LAZ",
      "aliases": [
        "LAZ"
      ],
      "securityId": "US:LAZ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 321,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Lazard, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LAZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a7e749a70725",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LDOS",
      "companyName": "Leidos Holdings, Inc.",
      "ticker": "LDOS",
      "aliases": [
        "LDOS"
      ],
      "securityId": "US:LDOS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 322,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-01-04",
      "themes": [
        "ai_apps_platforms",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Leidos Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LDOS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:db742021c84b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MCB",
      "companyName": "Metropolitan Bank Holding Corp.",
      "ticker": "MCB",
      "aliases": [
        "MCB"
      ],
      "securityId": "US:MCB",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 323,
      "firstSeen": "2026-01-31",
      "lastSeen": "2026-01-31",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Metropolitan Bank Holding Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MCB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:043f9a0d1466",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MITK",
      "companyName": "Mitek Systems, Inc.",
      "ticker": "MITK",
      "aliases": [
        "MITK"
      ],
      "securityId": "US:MITK",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 324,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Mitek Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MITK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:624b850bfceb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "P4O.DE",
      "companyName": "PLANOPTIK AG                  I",
      "ticker": "P4O.DE",
      "aliases": [
        "P4O.DE"
      ],
      "securityId": "EU:P4O.DE",
      "market": "EUROPE",
      "exchange": "GER",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 325,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "PLANOPTIK AG                  I 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:P4O.DE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e6deebe901b3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PENG",
      "companyName": "Penguin Solutions, Inc.",
      "ticker": "PENG",
      "aliases": [
        "PENG"
      ],
      "securityId": "US:PENG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 326,
      "firstSeen": "2026-05-17",
      "lastSeen": "2026-05-17",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Penguin Solutions, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PENG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:149ec0e6c81a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PSTG",
      "companyName": "Everpure, Inc.",
      "ticker": "PSTG",
      "aliases": [
        "PSTG"
      ],
      "securityId": "US:PSTG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 327,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-16",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Everpure, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2026-02-01",
      "financialEvidenceSourceDocumentId": "us_sec_PSTG_0001474432_26_000027",
      "financialEvidenceId": "us_sec_ev_PSTG_0001474432_26_000027_cloud_capex_upcycle_01_d876303c8a",
      "serenitySourceDocumentId": "serenity_ticker:PSTG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:26460d9c5c3a",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "PWR",
      "companyName": "Quanta Services, Inc.",
      "ticker": "PWR",
      "aliases": [
        "PWR"
      ],
      "securityId": "US:PWR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 328,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-02-19",
      "themes": [
        "cpo_photonics",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Quanta Services, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PWR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:041f27386d9c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "QURE",
      "companyName": "uniQure N.V.",
      "ticker": "QURE",
      "aliases": [
        "QURE"
      ],
      "securityId": "US:QURE",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 329,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "uniQure N.V. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:QURE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0ee2c8598b8a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RUM",
      "companyName": "Rumble Inc.",
      "ticker": "RUM",
      "aliases": [
        "RUM"
      ],
      "securityId": "US:RUM",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 330,
      "firstSeen": "2025-09-15",
      "lastSeen": "2025-09-17",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "内容平台",
      "industryRole": "视频和社区平台",
      "businessSummary": "Rumble Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RUM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5a89b6c97e63",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TLN",
      "companyName": "Talen Energy Corporation",
      "ticker": "TLN",
      "aliases": [
        "TLN"
      ],
      "securityId": "US:TLN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 331,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-21",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Talen Energy Corporation 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TLN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b72689f6e5f5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TMC",
      "companyName": "TMC the metals company Inc.",
      "ticker": "TMC",
      "aliases": [
        "TMC"
      ],
      "securityId": "US:TMC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 332,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "TMC the metals company Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TMC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f90beda07244",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TRT",
      "companyName": "Trio-Tech International",
      "ticker": "TRT",
      "aliases": [
        "TRT"
      ],
      "securityId": "US:TRT",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 333,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Trio-Tech International 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TRT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b415a6b98c99",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WATT",
      "companyName": "Energous Corporation",
      "ticker": "WATT",
      "aliases": [
        "WATT"
      ],
      "securityId": "US:WATT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 334,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Energous Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WATT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1aa576bb8590",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "Z",
      "companyName": "Zillow Group, Inc.",
      "ticker": "Z",
      "aliases": [
        "Z"
      ],
      "securityId": "US:Z",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 2,
      "frequencyRank": 335,
      "firstSeen": "2025-09-22",
      "lastSeen": "2025-09-26",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Zillow Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:Z",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e96e5a459d83",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ACN",
      "companyName": "Accenture plc",
      "ticker": "ACN",
      "aliases": [
        "ACN"
      ],
      "securityId": "US:ACN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 336,
      "firstSeen": "2025-11-17",
      "lastSeen": "2026-05-21",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Accenture plc 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ACN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8c9510b6956c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AEIS",
      "companyName": "Advanced Energy Industries, Inc",
      "ticker": "AEIS",
      "aliases": [
        "AEIS"
      ],
      "securityId": "US:AEIS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 337,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Advanced Energy Industries, Inc 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AEIS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c2cdaf873fa8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AZZ",
      "companyName": "AZZ Inc.",
      "ticker": "AZZ",
      "aliases": [
        "AZZ"
      ],
      "securityId": "US:AZZ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 338,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "AZZ Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AZZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:29d4d4080898",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CVV",
      "companyName": "CVD Equipment Corporation",
      "ticker": "CVV",
      "aliases": [
        "CVV"
      ],
      "securityId": "US:CVV",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 339,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "CVD Equipment Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CVV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a0c34fce622c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ESE",
      "companyName": "ESCO Technologies Inc.",
      "ticker": "ESE",
      "aliases": [
        "ESE"
      ],
      "securityId": "US:ESE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 340,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "ESCO Technologies Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ESE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a6ad9a48baba",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GSM",
      "companyName": "Ferroglobe PLC",
      "ticker": "GSM",
      "aliases": [
        "GSM"
      ],
      "securityId": "US:GSM",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 341,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Ferroglobe PLC 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GSM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6e8a62392cd5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "INTT",
      "companyName": "inTest Corporation",
      "ticker": "INTT",
      "aliases": [
        "INTT"
      ],
      "securityId": "US:INTT",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 342,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "inTest Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:INTT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c8c0486500d7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KULR",
      "companyName": "KULR Technology Group, Inc.",
      "ticker": "KULR",
      "aliases": [
        "KULR"
      ],
      "securityId": "US:KULR",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 343,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "KULR Technology Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KULR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3d960a4b1988",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OPXS",
      "companyName": "Optex Systems Holdings, Inc.",
      "ticker": "OPXS",
      "aliases": [
        "OPXS"
      ],
      "securityId": "US:OPXS",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 344,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Optex Systems Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OPXS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2ea27cc18b4c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PESI",
      "companyName": "Perma-Fix Environmental Service",
      "ticker": "PESI",
      "aliases": [
        "PESI"
      ],
      "securityId": "US:PESI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 345,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Perma-Fix Environmental Service 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PESI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ae4f555858d4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PKE",
      "companyName": "Park Aerospace Corp.",
      "ticker": "PKE",
      "aliases": [
        "PKE"
      ],
      "securityId": "US:PKE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 346,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Park Aerospace Corp. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PKE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1ebb56d7aca7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SPXC",
      "companyName": "SPX Technologies, Inc.",
      "ticker": "SPXC",
      "aliases": [
        "SPXC"
      ],
      "securityId": "US:SPXC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 347,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "SPX Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPXC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c3fe806999f5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TAYD",
      "companyName": "Taylor Devices, Inc.",
      "ticker": "TAYD",
      "aliases": [
        "TAYD"
      ],
      "securityId": "US:TAYD",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 348,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Taylor Devices, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TAYD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:abf64455d5a2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VMI",
      "companyName": "Valmont Industries, Inc.",
      "ticker": "VMI",
      "aliases": [
        "VMI"
      ],
      "securityId": "US:VMI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 349,
      "firstSeen": "2026-04-22",
      "lastSeen": "2026-05-05",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Valmont Industries, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:61a8f525dee6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VREX",
      "companyName": "Varex Imaging Corporation",
      "ticker": "VREX",
      "aliases": [
        "VREX"
      ],
      "securityId": "US:VREX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 3,
      "rawTickerCount": 1,
      "frequencyRank": 350,
      "firstSeen": "2026-01-18",
      "lastSeen": "2026-01-27",
      "themes": [
        "compound_semis",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Varex Imaging Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VREX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6d95fe9a36eb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3363.TWO",
      "companyName": "FOCI FIBER OPTIC COMMUNICATIONS",
      "ticker": "3363.TWO",
      "aliases": [
        "3363.TWO"
      ],
      "securityId": "TW:3363.TWO",
      "market": "TAIWAN",
      "exchange": "TWO",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 3,
      "rawTickerCount": 0,
      "frequencyRank": 351,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "FOCI FIBER OPTIC COMMUNICATIONS 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3363.TWO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f64435b1b950",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3374.T",
      "companyName": "NAIGAI TEC CORP",
      "ticker": "3374.T|3374.TW|3374.HK",
      "aliases": [
        "3374.T"
      ],
      "securityId": "JP:3374.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 3,
      "rawTickerCount": 0,
      "frequencyRank": 352,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NAIGAI TEC CORP 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3374.T|3374.TW|3374.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1fe21fe480da",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PAYP",
      "companyName": "PayPay Corporation - American D",
      "ticker": "PAYP",
      "aliases": [
        "PAYP"
      ],
      "securityId": "US:PAYP",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 4,
      "frequencyRank": 353,
      "firstSeen": "2026-03-13",
      "lastSeen": "2026-03-13",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "PayPay Corporation - American D 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PAYP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bd8c44ebaea0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2024.TW",
      "companyName": "CHIH LIEN INDUSTRIAL CO",
      "ticker": "2024.T|2024.TW|2024.HK",
      "aliases": [
        "2024.TW"
      ],
      "securityId": "TW:2024.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 2,
      "rawTickerCount": 3,
      "frequencyRank": 354,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CHIH LIEN INDUSTRIAL CO 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2024.T|2024.TW|2024.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:72fab2190d32",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LCID",
      "companyName": "Lucid Group, Inc.",
      "ticker": "LCID",
      "aliases": [
        "LCID"
      ],
      "securityId": "US:LCID",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 3,
      "frequencyRank": 355,
      "firstSeen": "2026-03-28",
      "lastSeen": "2026-03-29",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Lucid Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LCID",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b2a9d127d54e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NB",
      "companyName": "NioCorp Developments Ltd.",
      "ticker": "NB",
      "aliases": [
        "NB"
      ],
      "securityId": "US:NB",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 3,
      "frequencyRank": 356,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-03-23",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "NioCorp Developments Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a764220058e0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NOVT",
      "companyName": "Novanta Inc.",
      "ticker": "NOVT",
      "aliases": [
        "NOVT"
      ],
      "securityId": "US:NOVT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 3,
      "frequencyRank": 357,
      "firstSeen": "2026-01-16",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Novanta Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NOVT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e47fdf517920",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OPAD",
      "companyName": "Offerpad Solutions Inc.",
      "ticker": "OPAD",
      "aliases": [
        "OPAD"
      ],
      "securityId": "US:OPAD",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 3,
      "frequencyRank": 358,
      "firstSeen": "2025-10-18",
      "lastSeen": "2025-10-27",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Offerpad Solutions Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OPAD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a574aab47c48",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ACMR",
      "companyName": "ACM Research, Inc.",
      "ticker": "ACMR",
      "aliases": [
        "ACMR"
      ],
      "securityId": "US:ACMR",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 359,
      "firstSeen": "2026-02-11",
      "lastSeen": "2026-03-16",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ACM Research, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ACMR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cf074028bd29",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "AKTS",
      "companyName": "Aktis Oncology, Inc.",
      "ticker": "AKTS",
      "aliases": [
        "AKTS"
      ],
      "securityId": "US:AKTS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 360,
      "firstSeen": "2026-03-24",
      "lastSeen": "2026-03-24",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Aktis Oncology, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AKTS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b846ce46603c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ARKK.BA",
      "companyName": "ARK ETF TRUST CEDEAR EACH 10 RE",
      "ticker": "ARKK",
      "aliases": [
        "ARKK.BA"
      ],
      "securityId": "GLOBAL:ARKK.BA",
      "market": "GLOBAL",
      "exchange": "BUE",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 361,
      "firstSeen": "2026-03-14",
      "lastSeen": "2026-03-17",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ARK ETF TRUST CEDEAR EACH 10 RE 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ARKK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:16e22626475e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ATI",
      "companyName": "ATI Inc.",
      "ticker": "ATI",
      "aliases": [
        "ATI"
      ],
      "securityId": "US:ATI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 362,
      "firstSeen": "2026-01-17",
      "lastSeen": "2026-03-23",
      "themes": [
        "robotics_physical_ai",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "ATI Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ATI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bb8e4d18723e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AUR",
      "companyName": "Aurora Innovation, Inc.",
      "ticker": "AUR",
      "aliases": [
        "AUR"
      ],
      "securityId": "US:AUR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 363,
      "firstSeen": "2026-02-09",
      "lastSeen": "2026-05-12",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Aurora Innovation, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_AUR_0001828108_26_000016",
      "financialEvidenceId": "us_sec_ev_AUR_0001828108_26_000016_cloud_capex_upcycle_01_ca3ef3aca0",
      "serenitySourceDocumentId": "serenity_ticker:AUR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:44d15a8e9710",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "BMBL",
      "companyName": "Bumble Inc.",
      "ticker": "BMBL",
      "aliases": [
        "BMBL"
      ],
      "securityId": "US:BMBL",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 364,
      "firstSeen": "2025-08-31",
      "lastSeen": "2026-02-27",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bumble Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BMBL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:02eae5172b0a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BYD",
      "companyName": "Boyd Gaming Corporation",
      "ticker": "BYD",
      "aliases": [
        "BYD"
      ],
      "securityId": "US:BYD",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 365,
      "firstSeen": "2025-12-22",
      "lastSeen": "2026-01-17",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Boyd Gaming Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BYD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:52d71edf21fe",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BYND",
      "companyName": "Beyond Meat, Inc.",
      "ticker": "BYND",
      "aliases": [
        "BYND"
      ],
      "securityId": "US:BYND",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 366,
      "firstSeen": "2025-10-28",
      "lastSeen": "2026-04-05",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Beyond Meat, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BYND",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ba15820209b1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CHGG",
      "companyName": "Chegg, Inc.",
      "ticker": "CHGG",
      "aliases": [
        "CHGG"
      ],
      "securityId": "US:CHGG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 367,
      "firstSeen": "2026-02-27",
      "lastSeen": "2026-02-27",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Chegg, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CHGG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1e81efb1ffec",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CMG",
      "companyName": "Chipotle Mexican Grill, Inc.",
      "ticker": "CMG",
      "aliases": [
        "CMG"
      ],
      "securityId": "US:CMG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 368,
      "firstSeen": "2025-11-05",
      "lastSeen": "2026-04-27",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Chipotle Mexican Grill, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CMG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7a1b0da84300",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DBRG",
      "companyName": "DigitalBridge Group, Inc.",
      "ticker": "DBRG",
      "aliases": [
        "DBRG"
      ],
      "securityId": "US:DBRG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 369,
      "firstSeen": "2025-10-30",
      "lastSeen": "2025-10-30",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "DigitalBridge Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DBRG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:41dd2bc40c40",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DNUT",
      "companyName": "Krispy Kreme, Inc.",
      "ticker": "DNUT",
      "aliases": [
        "DNUT"
      ],
      "securityId": "US:DNUT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 370,
      "firstSeen": "2025-07-23",
      "lastSeen": "2025-07-23",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Krispy Kreme, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DNUT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1b9d046e729f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DPZ",
      "companyName": "Domino's Pizza Inc",
      "ticker": "DPZ",
      "aliases": [
        "DPZ"
      ],
      "securityId": "US:DPZ",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 371,
      "firstSeen": "2026-01-03",
      "lastSeen": "2026-05-27",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Domino's Pizza Inc 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DPZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6d41d6e99387",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ENTG",
      "companyName": "Entegris, Inc.",
      "ticker": "ENTG",
      "aliases": [
        "ENTG"
      ],
      "securityId": "US:ENTG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 372,
      "firstSeen": "2026-01-24",
      "lastSeen": "2026-01-27",
      "themes": [
        "hyperscaler_asic_capex",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Entegris, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ENTG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0f1c703e3661",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "EWJ.SN",
      "companyName": "ISHARES INC MSCI JAPAN ETF NEW",
      "ticker": "EWJ",
      "aliases": [
        "EWJ.SN"
      ],
      "securityId": "GLOBAL:EWJ.SN",
      "market": "GLOBAL",
      "exchange": "SGO",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 373,
      "firstSeen": "2026-02-26",
      "lastSeen": "2026-02-26",
      "themes": [
        "hyperscaler_asic_capex",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "ISHARES INC MSCI JAPAN ETF NEW 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EWJ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2e822a72c616",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EXA.PA",
      "companyName": "EXAIL TECHNOLOGIES",
      "ticker": "EXA",
      "aliases": [
        "EXA.PA"
      ],
      "securityId": "EU:EXA.PA",
      "market": "EUROPE",
      "exchange": "PAR",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 374,
      "firstSeen": "2026-03-10",
      "lastSeen": "2026-03-10",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "EXAIL TECHNOLOGIES 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EXA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1f2cd42fd652",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FCEL",
      "companyName": "FuelCell Energy, Inc.",
      "ticker": "FCEL",
      "aliases": [
        "FCEL"
      ],
      "securityId": "US:FCEL",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 375,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "FuelCell Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FCEL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4ce44f37c16d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FRMI",
      "companyName": "Fermi Inc.",
      "ticker": "FRMI",
      "aliases": [
        "FRMI"
      ],
      "securityId": "US:FRMI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 376,
      "firstSeen": "2025-12-14",
      "lastSeen": "2025-12-15",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Fermi Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FRMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:60b209a8741d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GAP",
      "companyName": "Gap, Inc. (The)",
      "ticker": "GAP",
      "aliases": [
        "GAP"
      ],
      "securityId": "US:GAP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 377,
      "firstSeen": "2025-09-22",
      "lastSeen": "2025-09-29",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Gap, Inc. (The) 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GAP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0c19f616d84e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "JOBY",
      "companyName": "Joby Aviation, Inc.",
      "ticker": "JOBY",
      "aliases": [
        "JOBY"
      ],
      "securityId": "US:JOBY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 378,
      "firstSeen": "2025-10-04",
      "lastSeen": "2025-10-04",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Joby Aviation, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:JOBY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4b0793d75f87",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KLA.F",
      "companyName": "KLA Corp.                     R",
      "ticker": "KLA",
      "aliases": [
        "KLA.F"
      ],
      "securityId": "EU:KLA.F",
      "market": "EUROPE",
      "exchange": "FRA",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 379,
      "firstSeen": "2026-05-01",
      "lastSeen": "2026-05-04",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "KLA Corp.                     R 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KLA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d48162ce2c58",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LUNR",
      "companyName": "Intuitive Machines, Inc.",
      "ticker": "LUNR",
      "aliases": [
        "LUNR"
      ],
      "securityId": "US:LUNR",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 380,
      "firstSeen": "2025-10-08",
      "lastSeen": "2026-03-04",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Intuitive Machines, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LUNR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d4b2d4170694",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LYFT",
      "companyName": "Lyft, Inc.",
      "ticker": "LYFT",
      "aliases": [
        "LYFT"
      ],
      "securityId": "US:LYFT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 381,
      "firstSeen": "2025-09-16",
      "lastSeen": "2025-12-03",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Lyft, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LYFT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8b7346fa1512",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OII",
      "companyName": "Oceaneering International, Inc.",
      "ticker": "OII",
      "aliases": [
        "OII"
      ],
      "securityId": "US:OII",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 382,
      "firstSeen": "2026-03-10",
      "lastSeen": "2026-03-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Oceaneering International, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OII",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ee27c2969e95",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "QS",
      "companyName": "QuantumScape Corporation",
      "ticker": "QS",
      "aliases": [
        "QS"
      ],
      "securityId": "US:QS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 383,
      "firstSeen": "2025-10-08",
      "lastSeen": "2026-02-20",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "QuantumScape Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:QS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:041e721715e3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RKT",
      "companyName": "Rocket Companies, Inc.",
      "ticker": "RKT",
      "aliases": [
        "RKT"
      ],
      "securityId": "US:RKT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 384,
      "firstSeen": "2025-07-23",
      "lastSeen": "2025-07-23",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Rocket Companies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RKT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1570b3d2be91",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "S",
      "companyName": "SentinelOne, Inc.",
      "ticker": "S",
      "aliases": [
        "S"
      ],
      "securityId": "US:S",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 385,
      "firstSeen": "2025-11-19",
      "lastSeen": "2026-02-18",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SentinelOne, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:S",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a9ea9f749efb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SANM",
      "companyName": "Sanmina Corporation",
      "ticker": "SANM",
      "aliases": [
        "SANM"
      ],
      "securityId": "US:SANM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 386,
      "firstSeen": "2026-03-26",
      "lastSeen": "2026-05-21",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Sanmina Corporation 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-04-02",
      "financialEvidenceSourceDocumentId": "us_sec_SANM_0000897723_22_000016",
      "financialEvidenceId": "us_sec_ev_SANM_0000897723_22_000016_cloud_capex_upcycle_01_ee79c372ba",
      "serenitySourceDocumentId": "serenity_ticker:SANM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cc6401f1c3bc",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "SNPS",
      "companyName": "Synopsys, Inc.",
      "ticker": "SNPS",
      "aliases": [
        "SNPS"
      ],
      "securityId": "US:SNPS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 387,
      "firstSeen": "2026-03-31",
      "lastSeen": "2026-04-20",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Synopsys, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SNPS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:51cb4277797c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 5
    },
    {
      "companyCode": "SPCX",
      "companyName": "Space Exploration Technologies",
      "ticker": "SPCX",
      "aliases": [
        "SPCX"
      ],
      "securityId": "US:SPCX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 388,
      "firstSeen": "2026-05-25",
      "lastSeen": "2026-05-30",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Space Exploration Technologies 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPCX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0ce00da4f95f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SPIR",
      "companyName": "Spire Global, Inc.",
      "ticker": "SPIR",
      "aliases": [
        "SPIR"
      ],
      "securityId": "US:SPIR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 389,
      "firstSeen": "2026-03-14",
      "lastSeen": "2026-03-24",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Spire Global, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPIR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9354601e88d5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SQQQ.AS",
      "companyName": "Leverage Shares -5x Short Nasda",
      "ticker": "SQQQ",
      "aliases": [
        "SQQQ.AS"
      ],
      "securityId": "EU:SQQQ.AS",
      "market": "EUROPE",
      "exchange": "AMS",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 390,
      "firstSeen": "2026-03-28",
      "lastSeen": "2026-03-29",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Leverage Shares -5x Short Nasda 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SQQQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:57ea47f8931e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "STM",
      "companyName": "STMicroelectronics N.V.",
      "ticker": "STM",
      "aliases": [
        "STM"
      ],
      "securityId": "US:STM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 391,
      "firstSeen": "2026-02-07",
      "lastSeen": "2026-04-22",
      "themes": [
        "robotics_physical_ai",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "STMicroelectronics N.V. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:STM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9a0fd2a153a0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UUUU",
      "companyName": "Energy Fuels Inc",
      "ticker": "UUUU",
      "aliases": [
        "UUUU"
      ],
      "securityId": "US:UUUU",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 392,
      "firstSeen": "2026-01-19",
      "lastSeen": "2026-03-23",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Energy Fuels Inc 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UUUU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f7abc79cb450",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VVX",
      "companyName": "V2X, Inc.",
      "ticker": "VVX",
      "aliases": [
        "VVX"
      ],
      "securityId": "US:VVX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 393,
      "firstSeen": "2026-01-13",
      "lastSeen": "2026-01-14",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "V2X, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VVX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fe11863bdbf2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WIX",
      "companyName": "Wix.com Ltd.",
      "ticker": "WIX",
      "aliases": [
        "WIX"
      ],
      "securityId": "US:WIX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 394,
      "firstSeen": "2026-02-03",
      "lastSeen": "2026-04-08",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Wix.com Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WIX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0a8f14c6424e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WKEY",
      "companyName": "WISeKey International Holding L",
      "ticker": "WKEY",
      "aliases": [
        "WKEY"
      ],
      "securityId": "US:WKEY",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 395,
      "firstSeen": "2025-10-30",
      "lastSeen": "2025-10-30",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "WISeKey International Holding L 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WKEY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ab72d66c88cf",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ZETA",
      "companyName": "Zeta Global Holdings Corp.",
      "ticker": "ZETA",
      "aliases": [
        "ZETA"
      ],
      "securityId": "US:ZETA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 2,
      "frequencyRank": 396,
      "firstSeen": "2026-01-05",
      "lastSeen": "2026-01-05",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Zeta Global Holdings Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ZETA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2c4193dc033f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ADEA",
      "companyName": "Adeia Inc.",
      "ticker": "ADEA",
      "aliases": [
        "ADEA"
      ],
      "securityId": "US:ADEA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 397,
      "firstSeen": "2026-01-22",
      "lastSeen": "2026-01-23",
      "themes": [
        "memory_hbm_storage",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Adeia Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ADEA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f514ccaf8bd4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AKAM",
      "companyName": "Akamai Technologies, Inc.",
      "ticker": "AKAM",
      "aliases": [
        "AKAM"
      ],
      "securityId": "US:AKAM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 398,
      "firstSeen": "2026-01-01",
      "lastSeen": "2026-01-02",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Akamai Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AKAM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:461d862b35cd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASOZF",
      "companyName": "ASSECO POLAND SA",
      "ticker": "ASOZF",
      "aliases": [
        "ASOZF"
      ],
      "securityId": "US:ASOZF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 399,
      "firstSeen": "2026-01-01",
      "lastSeen": "2026-01-02",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ASSECO POLAND SA 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASOZF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:969498b5ff23",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASYS",
      "companyName": "Amtech Systems, Inc.",
      "ticker": "ASYS",
      "aliases": [
        "ASYS"
      ],
      "securityId": "US:ASYS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 400,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Amtech Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASYS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:582ab25a6629",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BDC",
      "companyName": "Belden Inc",
      "ticker": "BDC",
      "aliases": [
        "BDC"
      ],
      "securityId": "US:BDC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 401,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Belden Inc 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BDC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fc51224c0d2a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BEPC",
      "companyName": "Brookfield Renewable Corporatio",
      "ticker": "BEPC",
      "aliases": [
        "BEPC"
      ],
      "securityId": "US:BEPC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 402,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Brookfield Renewable Corporatio 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BEPC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d1372b2fc23a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CWR.L",
      "companyName": "CERES POWER HOLDINGS PLC ORD 10",
      "ticker": "CWR.L",
      "aliases": [
        "CWR.L"
      ],
      "securityId": "EU:CWR.L",
      "market": "EUROPE",
      "exchange": "LSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 403,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CERES POWER HOLDINGS PLC ORD 10 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CWR.L",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0ea296105b81",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "D",
      "companyName": "Dominion Energy, Inc.",
      "ticker": "D",
      "aliases": [
        "D"
      ],
      "securityId": "US:D",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 404,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Dominion Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:D",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:eab54de8bb9f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EBAY",
      "companyName": "eBay Inc.",
      "ticker": "EBAY",
      "aliases": [
        "EBAY"
      ],
      "securityId": "US:EBAY",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 405,
      "firstSeen": "2026-02-16",
      "lastSeen": "2026-02-16",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "eBay Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EBAY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bd57541955e2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EXALF",
      "companyName": "EXAIL TECHNOLOGIES",
      "ticker": "EXALF",
      "aliases": [
        "EXALF"
      ],
      "securityId": "US:EXALF",
      "market": "US",
      "exchange": "OQX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 406,
      "firstSeen": "2026-03-10",
      "lastSeen": "2026-03-10",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "EXAIL TECHNOLOGIES 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EXALF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b375a611c05b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EZU.SN",
      "companyName": "ISHARES INC MSCI EUROZONE ETF",
      "ticker": "EZU",
      "aliases": [
        "EZU.SN"
      ],
      "securityId": "GLOBAL:EZU.SN",
      "market": "GLOBAL",
      "exchange": "SGO",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 407,
      "firstSeen": "2026-02-01",
      "lastSeen": "2026-02-02",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ISHARES INC MSCI EUROZONE ETF 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EZU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0af7f6497cd7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FSLR",
      "companyName": "First Solar, Inc.",
      "ticker": "FSLR",
      "aliases": [
        "FSLR"
      ],
      "securityId": "US:FSLR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 408,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "First Solar, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FSLR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1f2f5e6832d0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GOGL.WA",
      "companyName": "ALPHABET",
      "ticker": "GOGL",
      "aliases": [
        "GOGL.WA"
      ],
      "securityId": "EU:GOGL.WA",
      "market": "EUROPE",
      "exchange": "WSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 409,
      "firstSeen": "2025-10-16",
      "lastSeen": "2025-10-17",
      "themes": [
        "neocloud",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "ALPHABET 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GOGL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:639a2ba522cd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GOOG",
      "companyName": "Alphabet Inc.",
      "ticker": "GOOG",
      "aliases": [
        "GOOG"
      ],
      "securityId": "US:GOOG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 410,
      "firstSeen": "2025-09-10",
      "lastSeen": "2025-11-18",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Alphabet Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GOOG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:dc97219e6c40",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HYLN",
      "companyName": "Hyliion Holdings Corp.",
      "ticker": "HYLN",
      "aliases": [
        "HYLN"
      ],
      "securityId": "US:HYLN",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 411,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Hyliion Holdings Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HYLN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:183b22587046",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IPWR",
      "companyName": "Ideal Power Inc.",
      "ticker": "IPWR",
      "aliases": [
        "IPWR"
      ],
      "securityId": "US:IPWR",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 412,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Ideal Power Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IPWR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2f487064f482",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KMI",
      "companyName": "Kinder Morgan, Inc.",
      "ticker": "KMI",
      "aliases": [
        "KMI"
      ],
      "securityId": "US:KMI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 413,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Kinder Morgan, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:616774ba510c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KREF",
      "companyName": "KKR Real Estate Finance Trust I",
      "ticker": "KRE",
      "aliases": [
        "KREF"
      ],
      "securityId": "US:KREF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 414,
      "firstSeen": "2026-01-31",
      "lastSeen": "2026-01-31",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "KKR Real Estate Finance Trust I 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KRE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c11e929925b4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LFUS",
      "companyName": "Littelfuse, Inc.",
      "ticker": "LFUS",
      "aliases": [
        "LFUS"
      ],
      "securityId": "US:LFUS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 415,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Littelfuse, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LFUS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2d6674e4f06a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NOW",
      "companyName": "ServiceNow, Inc.",
      "ticker": "NOW",
      "aliases": [
        "NOW"
      ],
      "securityId": "US:NOW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 416,
      "firstSeen": "2025-12-05",
      "lastSeen": "2025-12-06",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ServiceNow, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2024-06-30",
      "financialEvidenceSourceDocumentId": "us_sec_NOW_0001373715_24_000272",
      "financialEvidenceId": "us_sec_ev_NOW_0001373715_24_000272_cloud_capex_upcycle_01_6db0e76d6e",
      "serenitySourceDocumentId": "serenity_ticker:NOW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d38e27826d7a",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "NRG",
      "companyName": "NRG Energy, Inc.",
      "ticker": "NRG",
      "aliases": [
        "NRG"
      ],
      "securityId": "US:NRG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 417,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "NRG Energy, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NRG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:850879548e07",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "NRGV",
      "companyName": "Energy Vault Holdings, Inc.",
      "ticker": "NRGV",
      "aliases": [
        "NRGV"
      ],
      "securityId": "US:NRGV",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 418,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Energy Vault Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NRGV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7bc625f0a9dd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NTAP",
      "companyName": "NetApp, Inc.",
      "ticker": "NTAP",
      "aliases": [
        "NTAP"
      ],
      "securityId": "US:NTAP",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 419,
      "firstSeen": "2026-02-16",
      "lastSeen": "2026-02-16",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "NetApp, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-01-28",
      "financialEvidenceSourceDocumentId": "us_sec_NTAP_0000950170_22_002669",
      "financialEvidenceId": "us_sec_ev_NTAP_0000950170_22_002669_cloud_capex_upcycle_01_253048cf79",
      "serenitySourceDocumentId": "serenity_ticker:NTAP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:29535e1606d6",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "PAY.BR",
      "companyName": "PAYTON PLANAR MAGNETICS",
      "ticker": "PAY.BR",
      "aliases": [
        "PAY.BR"
      ],
      "securityId": "EU:PAY.BR",
      "market": "EUROPE",
      "exchange": "BRU",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 420,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "PAYTON PLANAR MAGNETICS 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PAY.BR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0dacda8f6834",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SEDG",
      "companyName": "SolarEdge Technologies, Inc.",
      "ticker": "SEDG",
      "aliases": [
        "SEDG"
      ],
      "securityId": "US:SEDG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 421,
      "firstSeen": "2026-06-08",
      "lastSeen": "2026-06-08",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "SolarEdge Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SEDG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fb141ab34cfa",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SLVC.BA",
      "companyName": "ISHARES SILVER TRUST CEDEAR EAC",
      "ticker": "SLVC",
      "aliases": [
        "SLVC.BA"
      ],
      "securityId": "GLOBAL:SLVC.BA",
      "market": "GLOBAL",
      "exchange": "BUE",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 422,
      "firstSeen": "2026-03-24",
      "lastSeen": "2026-03-24",
      "themes": [
        "ai_apps_platforms",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ISHARES SILVER TRUST CEDEAR EAC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SLVC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fac84d0cfbf3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SYAAF",
      "companyName": "Syrah Resources Ltd.",
      "ticker": "SYAAF",
      "aliases": [
        "SYAAF"
      ],
      "securityId": "US:SYAAF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 423,
      "firstSeen": "2026-01-26",
      "lastSeen": "2026-04-04",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Syrah Resources Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SYAAF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f68b7040a6bc",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WMB",
      "companyName": "Williams Companies, Inc. (The)",
      "ticker": "WMB",
      "aliases": [
        "WMB"
      ],
      "securityId": "US:WMB",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 2,
      "rawTickerCount": 1,
      "frequencyRank": 424,
      "firstSeen": "2026-02-15",
      "lastSeen": "2026-02-19",
      "themes": [
        "memory_hbm_storage",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Williams Companies, Inc. (The) 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 HBM/存储、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WMB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:eb392e140f92",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "000660.KS",
      "companyName": "SK hynix",
      "ticker": "000660.KS",
      "aliases": [
        "000660.KS"
      ],
      "securityId": "KR:000660.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 425,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "SK hynix 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:000660.KS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f33b26a0b213",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "011790.KS",
      "companyName": "SKC",
      "ticker": "011790.KS|011790.KQ|011790.SS|011790.SZ",
      "aliases": [
        "011790.KS"
      ],
      "securityId": "KR:011790.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 426,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "SKC 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:011790.KS|011790.KQ|011790.SS|011790.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f462a9d3571b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "041510.KQ",
      "companyName": "SME",
      "ticker": "041510.KS|041510.KQ|041510.SS|041510.SZ",
      "aliases": [
        "041510.KQ"
      ],
      "securityId": "KR:041510.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 427,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SME 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:041510.KS|041510.KQ|041510.SS|041510.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:934cb325a550",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "042700.KS",
      "companyName": "HANMISemi",
      "ticker": "042700.KS|042700.KQ",
      "aliases": [
        "042700.KS"
      ],
      "securityId": "KR:042700.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 428,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "HANMISemi 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:042700.KS|042700.KQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:bbbc5786ce37",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2340.TW",
      "companyName": "TAIWAN-ASIA SEMICONDUCTOR CORP",
      "ticker": "2340.T|2340.TW|2340.HK",
      "aliases": [
        "2340.TW"
      ],
      "securityId": "TW:2340.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 429,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "TAIWAN-ASIA SEMICONDUCTOR CORP 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2340.T|2340.TW|2340.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e8fc26c11af8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "322310.KQ",
      "companyName": "AUROSTECH",
      "ticker": "322310.KS|322310.KQ|322310.SS|322310.SZ",
      "aliases": [
        "322310.KQ"
      ],
      "securityId": "KR:322310.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 430,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "AUROSTECH 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:322310.KS|322310.KQ|322310.SS|322310.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cf28e3c93476",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4092.T",
      "companyName": "NIPPON CHEMICAL INDUSTRIAL CO",
      "ticker": "4092.T|4092.TW|4092.HK",
      "aliases": [
        "4092.T"
      ],
      "securityId": "JP:4092.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 431,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "NIPPON CHEMICAL INDUSTRIAL CO 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4092.T|4092.TW|4092.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:df70bf36c4f4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4973.T",
      "companyName": "JAPAN PURE CHEMICAL",
      "ticker": "4973.T",
      "aliases": [
        "4973.T"
      ],
      "securityId": "JP:4973.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 432,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "JAPAN PURE CHEMICAL 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4973.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9780690d8ffe",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4977.TW",
      "companyName": "PCL TECHNOLOGIES INCORPORATION",
      "ticker": "4977.T|4977.TW|4977.HK",
      "aliases": [
        "4977.TW"
      ],
      "securityId": "TW:4977.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 433,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "PCL TECHNOLOGIES INCORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4977.T|4977.TW|4977.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7cff244bc191",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5801.T",
      "companyName": "FURUKAWA ELECTRIC CO",
      "ticker": "5801.T|5801.TW|5801.HK",
      "aliases": [
        "5801.T"
      ],
      "securityId": "JP:5801.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 434,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "FURUKAWA ELECTRIC CO 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5801.T|5801.TW|5801.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b92b25c8e7e5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6504.T",
      "companyName": "FUJI ELECTRIC CO. LTD.",
      "ticker": "6504.T",
      "aliases": [
        "6504.T"
      ],
      "securityId": "JP:6504.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 435,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "FUJI ELECTRIC CO. LTD. 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6504.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d7da314cc5e5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6616.T",
      "companyName": "TOREX SEMICONDUCTOR LTD",
      "ticker": "6616.T",
      "aliases": [
        "6616.T"
      ],
      "securityId": "JP:6616.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 436,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "TOREX SEMICONDUCTOR LTD 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6616.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c0467f37ea74",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6844.T",
      "companyName": "SHINDENGEN ELECTRIC MANUFACTURI",
      "ticker": "6844.T",
      "aliases": [
        "6844.T"
      ],
      "securityId": "JP:6844.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 437,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "SHINDENGEN ELECTRIC MANUFACTURI 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6844.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:92f7bd45c53b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6882.T",
      "companyName": "SANSHA ELECTRIC MANUFACTURING",
      "ticker": "6882.T",
      "aliases": [
        "6882.T"
      ],
      "securityId": "JP:6882.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 438,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "SANSHA ELECTRIC MANUFACTURING 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6882.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4c9d73cc8e6e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "688498.SS",
      "companyName": "YUANJIE SEMICONDUCTOR TECHNOLOG",
      "ticker": "688498.SS|688498.KS|688498.KQ|688498.SZ",
      "aliases": [
        "688498.SS"
      ],
      "securityId": "CN:688498.SS",
      "market": "CHINA_A",
      "exchange": "SHH",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 439,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "YUANJIE SEMICONDUCTOR TECHNOLOG 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:688498.SS|688498.KS|688498.KQ|688498.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:30ae4f86a1fe",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6890.T",
      "companyName": "FERROTEC CORPORATION",
      "ticker": "6890.T",
      "aliases": [
        "6890.T"
      ],
      "securityId": "JP:6890.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 2,
      "rawTickerCount": 0,
      "frequencyRank": 440,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "FERROTEC CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6890.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fb6d686ffd65",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "9468.T",
      "companyName": "KADOKAWA CORPORATION",
      "ticker": "9468.T",
      "aliases": [
        "9468.T"
      ],
      "securityId": "JP:9468.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 3,
      "frequencyRank": 441,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "KADOKAWA CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:9468.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0243587c8e34",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RMLFF",
      "companyName": "Rusoro Mining Ltd.",
      "ticker": "RMLFF",
      "aliases": [
        "RMLFF"
      ],
      "securityId": "US:RMLFF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 3,
      "frequencyRank": 442,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Rusoro Mining Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RMLFF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e28e542d547c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4676.T",
      "companyName": "FUJI MEDIA HOLDING",
      "ticker": "4676.T",
      "aliases": [
        "4676.T"
      ],
      "securityId": "JP:4676.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 2,
      "frequencyRank": 443,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "FUJI MEDIA HOLDING 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4676.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:80e78b4d2e61",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALOY",
      "companyName": "REalloys Inc.",
      "ticker": "ALOY",
      "aliases": [
        "ALOY"
      ],
      "securityId": "US:ALOY",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 2,
      "frequencyRank": 444,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "REalloys Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALOY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0e081b92475d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MBLY",
      "companyName": "Mobileye Global Inc.",
      "ticker": "MBLY",
      "aliases": [
        "MBLY"
      ],
      "securityId": "US:MBLY",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 2,
      "frequencyRank": 445,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Mobileye Global Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MBLY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5b23235f40d5",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "TKR",
      "companyName": "Timken Company (The)",
      "ticker": "TKR",
      "aliases": [
        "TKR"
      ],
      "securityId": "US:TKR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 2,
      "frequencyRank": 446,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Timken Company (The) 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TKR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3361a913dead",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "UURAF",
      "companyName": "Ucore Rare Metals, Inc.",
      "ticker": "UURAF",
      "aliases": [
        "UURAF"
      ],
      "securityId": "US:UURAF",
      "market": "US",
      "exchange": "OQX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 2,
      "frequencyRank": 447,
      "firstSeen": "2025-09-17",
      "lastSeen": "2026-03-23",
      "themes": [
        "ai_apps_platforms",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Ucore Rare Metals, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:UURAF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8c34c81cae09",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2029.TW",
      "companyName": "SHENG YU STEEL",
      "ticker": "2029.T|2029.TW|2029.HK",
      "aliases": [
        "2029.TW"
      ],
      "securityId": "TW:2029.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 448,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SHENG YU STEEL 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2029.T|2029.TW|2029.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:16a2c96daa1f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2032.TW",
      "companyName": "SINKANG INDUSTRIES CO",
      "ticker": "2032.T|2032.TW|2032.HK",
      "aliases": [
        "2032.TW"
      ],
      "securityId": "TW:2032.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 449,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SINKANG INDUSTRIES CO 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2032.T|2032.TW|2032.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:478e104e623d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2308.TW",
      "companyName": "DELTA ELECTRONIC",
      "ticker": "2308.TW",
      "aliases": [
        "2308.TW"
      ],
      "securityId": "TW:2308.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 450,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "DELTA ELECTRONIC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2308.TW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3588121fb96f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3110.T",
      "companyName": "NITTO BOSEKI CO",
      "ticker": "3110.T",
      "aliases": [
        "3110.T"
      ],
      "securityId": "JP:3110.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 451,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NITTO BOSEKI CO 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3110.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:acd3957fe4ea",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4061.T",
      "companyName": "DENKA COMPANY LIMITED",
      "ticker": "4061.T",
      "aliases": [
        "4061.T"
      ],
      "securityId": "JP:4061.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 452,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "DENKA COMPANY LIMITED 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4061.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9fa4f7f73ae3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5210.T",
      "companyName": "NIHON YAMAMURA GLASS CO LTD",
      "ticker": "5210.T",
      "aliases": [
        "5210.T"
      ],
      "securityId": "JP:5210.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 453,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NIHON YAMAMURA GLASS CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5210.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:11bf7bc822ff",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6367.T",
      "companyName": "DAIKIN INDUSTRIES",
      "ticker": "6367.T",
      "aliases": [
        "6367.T"
      ],
      "securityId": "JP:6367.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 454,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "DAIKIN INDUSTRIES 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6367.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6f190d10bb77",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6613.T",
      "companyName": "QD LASER INC",
      "ticker": "6613.T",
      "aliases": [
        "6613.T"
      ],
      "securityId": "JP:6613.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 455,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "QD LASER INC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6613.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1146f621f4f1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6971.T",
      "companyName": "KYOCERA CORP",
      "ticker": "6971.T",
      "aliases": [
        "6971.T"
      ],
      "securityId": "JP:6971.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 456,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "KYOCERA CORP 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6971.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0da9475565f7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "7844.T",
      "companyName": "MARVELOUS INC",
      "ticker": "7844.T",
      "aliases": [
        "7844.T"
      ],
      "securityId": "JP:7844.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 457,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "MARVELOUS INC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:7844.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a2415089c64c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "9404.T",
      "companyName": "NIPPON TELEVISION HOLDINGS INC",
      "ticker": "9404.T",
      "aliases": [
        "9404.T"
      ],
      "securityId": "JP:9404.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 458,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "NIPPON TELEVISION HOLDINGS INC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:9404.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:071627fa8dda",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "9412.T",
      "companyName": "SKY PERFECT JSAT CORPORATION",
      "ticker": "9412.T",
      "aliases": [
        "9412.T"
      ],
      "securityId": "JP:9412.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 459,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SKY PERFECT JSAT CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:9412.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ee71b29da12d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ACHR",
      "companyName": "Archer Aviation Inc.",
      "ticker": "ACHR",
      "aliases": [
        "ACHR"
      ],
      "securityId": "US:ACHR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 460,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Archer Aviation Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ACHR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8f47553f2210",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ACUVI.ST",
      "companyName": "Acuvi AB",
      "ticker": "ACUVI",
      "aliases": [
        "ACUVI.ST"
      ],
      "securityId": "EU:ACUVI.ST",
      "market": "EUROPE",
      "exchange": "STO",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 461,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Acuvi AB 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ACUVI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3bbce24441eb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AEO",
      "companyName": "American Eagle Outfitters, Inc.",
      "ticker": "AEO",
      "aliases": [
        "AEO"
      ],
      "securityId": "US:AEO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 462,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "American Eagle Outfitters, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AEO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0e35a59e664e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AIXXF",
      "companyName": "Aixtron SE",
      "ticker": "AIXXF",
      "aliases": [
        "AIXXF"
      ],
      "securityId": "US:AIXXF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 463,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Aixtron SE 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AIXXF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8ffb13af5235",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALB",
      "companyName": "Albemarle Corporation",
      "ticker": "ALB",
      "aliases": [
        "ALB"
      ],
      "securityId": "US:ALB",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 464,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Albemarle Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1bd30215e3b4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALGM",
      "companyName": "Allegro MicroSystems, Inc.",
      "ticker": "ALGM",
      "aliases": [
        "ALGM"
      ],
      "securityId": "US:ALGM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 465,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Allegro MicroSystems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALGM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:44afc9030517",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ALNT",
      "companyName": "Allient Inc.",
      "ticker": "ALNT",
      "aliases": [
        "ALNT"
      ],
      "securityId": "US:ALNT",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 466,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Allient Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ALNT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:655037b07784",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMBQ",
      "companyName": "Ambiq Micro, Inc.",
      "ticker": "AMBQ",
      "aliases": [
        "AMBQ"
      ],
      "securityId": "US:AMBQ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 467,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Ambiq Micro, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMBQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:36830143b421",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AMTB",
      "companyName": "Amerant Bancorp Inc.",
      "ticker": "AMTB",
      "aliases": [
        "AMTB"
      ],
      "securityId": "US:AMTB",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 468,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Amerant Bancorp Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AMTB",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b350181d5a88",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "API",
      "companyName": "Agora, Inc.",
      "ticker": "API",
      "aliases": [
        "API"
      ],
      "securityId": "US:API",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 469,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Agora, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:API",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:676eca09363c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "APO",
      "companyName": "Apollo Global Management, Inc.",
      "ticker": "APO",
      "aliases": [
        "APO"
      ],
      "securityId": "US:APO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 470,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Apollo Global Management, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:APO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c7258744e060",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ARBE",
      "companyName": "Arbe Robotics Ltd.",
      "ticker": "ARBE",
      "aliases": [
        "ARBE"
      ],
      "securityId": "US:ARBE",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 471,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Arbe Robotics Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ARBE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:128416caa872",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AREC",
      "companyName": "American Resources Corporation",
      "ticker": "AREC",
      "aliases": [
        "AREC"
      ],
      "securityId": "US:AREC",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 472,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "American Resources Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AREC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f6d3707f8d8b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ASGLY",
      "companyName": "AGC Inc.",
      "ticker": "ASGLY",
      "aliases": [
        "ASGLY"
      ],
      "securityId": "US:ASGLY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 473,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "AGC Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ASGLY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:990f88e04e15",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "AVA",
      "companyName": "Avista Corporation",
      "ticker": "AVA",
      "aliases": [
        "AVA"
      ],
      "securityId": "US:AVA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 474,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Avista Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:AVA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b50cfcc831a6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BAER",
      "companyName": "Bridger Aerospace Group Holding",
      "ticker": "BAER",
      "aliases": [
        "BAER"
      ],
      "securityId": "US:BAER",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 475,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bridger Aerospace Group Holding 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BAER",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b0d9a14ed142",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BAM",
      "companyName": "Brookfield Asset Management Inc",
      "ticker": "BAM",
      "aliases": [
        "BAM"
      ],
      "securityId": "US:BAM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 476,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Brookfield Asset Management Inc 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BAM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5ce84594a814",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BKR",
      "companyName": "Baker Hughes Company",
      "ticker": "BKR",
      "aliases": [
        "BKR"
      ],
      "securityId": "US:BKR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 477,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Baker Hughes Company 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BKR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cf8e8d91a314",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BMM",
      "companyName": "Blue Moon Metals Inc.",
      "ticker": "BMM",
      "aliases": [
        "BMM"
      ],
      "securityId": "US:BMM",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 478,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Blue Moon Metals Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BMM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3458a1096c7c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BRK-A",
      "companyName": "Berkshire Hathaway Inc.",
      "ticker": "BRK.A",
      "aliases": [
        "BRK-A"
      ],
      "securityId": "US:BRK-A",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 479,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Berkshire Hathaway Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BRK.A",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c29d5b7f13c8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BSL",
      "companyName": "Blackstone GSO Senior Floating",
      "ticker": "BSL",
      "aliases": [
        "BSL"
      ],
      "securityId": "US:BSL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 480,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Blackstone GSO Senior Floating 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BSL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:22396b5bf017",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BSOL",
      "companyName": "Bitwise Solana Staking ETF",
      "ticker": "BSOL",
      "aliases": [
        "BSOL"
      ],
      "securityId": "US:BSOL",
      "market": "US",
      "exchange": "PCX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 481,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Bitwise Solana Staking ETF 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BSOL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9fa71892130d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BWXT",
      "companyName": "BWX Technologies, Inc.",
      "ticker": "BWXT",
      "aliases": [
        "BWXT"
      ],
      "securityId": "US:BWXT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 482,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "BWX Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BWXT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e7977d10bafe",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "BYNO",
      "companyName": "byNordic Acquisition Corporatio",
      "ticker": "BYNO",
      "aliases": [
        "BYNO"
      ],
      "securityId": "US:BYNO",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 483,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "byNordic Acquisition Corporatio 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:BYNO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d6f43d341666",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CAR",
      "companyName": "Avis Budget Group, Inc.",
      "ticker": "CAR",
      "aliases": [
        "CAR"
      ],
      "securityId": "US:CAR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 484,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Avis Budget Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CAR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f3ca7f7e5ec8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CARR",
      "companyName": "Carrier Global Corporation",
      "ticker": "CARR",
      "aliases": [
        "CARR"
      ],
      "securityId": "US:CARR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 485,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "Carrier Global Corporation 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CARR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6b7fa6aa8d9c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CATL.L",
      "companyName": "WISDOMTREE COMMODITY SECURITIES",
      "ticker": "CATL",
      "aliases": [
        "CATL.L"
      ],
      "securityId": "EU:CATL.L",
      "market": "EUROPE",
      "exchange": "LSE",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 486,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "WISDOMTREE COMMODITY SECURITIES 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CATL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7376085839b9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CAVA",
      "companyName": "CAVA Group, Inc.",
      "ticker": "CAVA",
      "aliases": [
        "CAVA"
      ],
      "securityId": "US:CAVA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 487,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "CAVA Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CAVA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:105f73be5e01",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CBT",
      "companyName": "Cabot Corporation",
      "ticker": "CBT",
      "aliases": [
        "CBT"
      ],
      "securityId": "US:CBT",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 488,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Cabot Corporation 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CBT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d945d7d63cf6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CGNX",
      "companyName": "Cognex Corporation",
      "ticker": "CGNX",
      "aliases": [
        "CGNX"
      ],
      "securityId": "US:CGNX",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 489,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Cognex Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CGNX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:db5ccdbf7363",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "COP",
      "companyName": "ConocoPhillips",
      "ticker": "COP",
      "aliases": [
        "COP"
      ],
      "securityId": "US:COP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 490,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "ConocoPhillips 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:COP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3e6a17c74728",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CRML",
      "companyName": "Critical Metals Corp.",
      "ticker": "CRML",
      "aliases": [
        "CRML"
      ],
      "securityId": "US:CRML",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 491,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Critical Metals Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CRML",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:165dc925b88e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CRS",
      "companyName": "Carpenter Technology Corporatio",
      "ticker": "CRS",
      "aliases": [
        "CRS"
      ],
      "securityId": "US:CRS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 492,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Carpenter Technology Corporatio 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CRS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:342f7a077603",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CTH.V",
      "companyName": "COTEC HOLDINGS CORP",
      "ticker": "CTH.V",
      "aliases": [
        "CTH.V"
      ],
      "securityId": "CA:CTH.V",
      "market": "CANADA",
      "exchange": "VAN",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 493,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "COTEC HOLDINGS CORP 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CTH.V",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a8721ea6efa0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "CVAT",
      "companyName": "Cavitation Technologies, Inc.",
      "ticker": "CVAT",
      "aliases": [
        "CVAT"
      ],
      "securityId": "US:CVAT",
      "market": "US",
      "exchange": "OQB",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 494,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Cavitation Technologies, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:CVAT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:281cc0ddf949",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DDOG",
      "companyName": "Datadog, Inc.",
      "ticker": "DDOG",
      "aliases": [
        "DDOG"
      ],
      "securityId": "US:DDOG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 495,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L4_MODELS_RUNTIME",
        "name": "模型与运行时层",
        "shortName": "模型",
        "description": "提供模型、推理 API、Agent Infra、开发工具、模型部署和运行时优化。",
        "businessModel": "通过 API 调用、订阅、开发者平台、推理服务、企业软件授权或用量计费变现。",
        "serenityFocus": "关注模型能力如何被部署、调度、推理优化并转化为开发者和企业工作流。",
        "mainColor": "#008c95",
        "softColor": "#ecfeff"
      },
      "primaryLayerCode": "AI_L4_MODELS_RUNTIME",
      "primaryLayerName": "模型与运行时层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "可观测性/MLOps",
      "industryRole": "云应用、基础设施和 AI 工作负载可观测性",
      "businessSummary": "Datadog, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过模型 API、开发者工具、推理服务、企业授权或用量计费变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_DDOG_0001561550_22_000026",
      "financialEvidenceId": "us_sec_ev_DDOG_0001561550_22_000026_cloud_capex_upcycle_01_3f5f5751d2",
      "serenitySourceDocumentId": "serenity_ticker:DDOG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1830029d59a7",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "DNA",
      "companyName": "Ginkgo Bioworks Holdings, Inc.",
      "ticker": "DNA",
      "aliases": [
        "DNA"
      ],
      "securityId": "US:DNA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 496,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Ginkgo Bioworks Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DNA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:62acd037dd7a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DNN",
      "companyName": "Denison Mines Corp",
      "ticker": "DNN",
      "aliases": [
        "DNN"
      ],
      "securityId": "US:DNN",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 497,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Denison Mines Corp 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DNN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8d1bc508601c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DOCN",
      "companyName": "DigitalOcean Holdings, Inc.",
      "ticker": "DOCN",
      "aliases": [
        "DOCN"
      ],
      "securityId": "US:DOCN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 498,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "DigitalOcean Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DOCN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a988b562a8c9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DOW",
      "companyName": "Dow Inc.",
      "ticker": "DOW",
      "aliases": [
        "DOW"
      ],
      "securityId": "US:DOW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 499,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Dow Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DOW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:97f4a136a0d1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "DSCSY",
      "companyName": "Disco Corp.",
      "ticker": "DSCSY",
      "aliases": [
        "DSCSY"
      ],
      "securityId": "US:DSCSY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 500,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Disco Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:DSCSY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6cde1267e875",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EAF",
      "companyName": "GrafTech International Ltd.",
      "ticker": "EAF",
      "aliases": [
        "EAF"
      ],
      "securityId": "US:EAF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 501,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "GrafTech International Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EAF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6beb5a4c7933",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ENR",
      "companyName": "Energizer Holdings, Inc.",
      "ticker": "ENR",
      "aliases": [
        "ENR"
      ],
      "securityId": "US:ENR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 502,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Energizer Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ENR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:99ae51938372",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EOPSF",
      "companyName": "Electro Optic Systems Holdings",
      "ticker": "EOPSF",
      "aliases": [
        "EOPSF"
      ],
      "securityId": "US:EOPSF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 503,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Electro Optic Systems Holdings 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EOPSF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b64580b3c8a7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "EQR",
      "companyName": "Equity Residential",
      "ticker": "EQR",
      "aliases": [
        "EQR"
      ],
      "securityId": "US:EQR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 504,
      "firstSeen": "2026-04-03",
      "lastSeen": "2026-05-13",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Equity Residential 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:EQR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d084dcb443d1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FEAM",
      "companyName": "5E Advanced Materials, Inc.",
      "ticker": "FEAM",
      "aliases": [
        "FEAM"
      ],
      "securityId": "US:FEAM",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 505,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "5E Advanced Materials, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FEAM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:68daa18e61c5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FIX",
      "companyName": "Comfort Systems USA, Inc.",
      "ticker": "FIX",
      "aliases": [
        "FIX"
      ],
      "securityId": "US:FIX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 506,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Comfort Systems USA, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FIX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cada60b91be9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FNF",
      "companyName": "Fidelity National Financial, In",
      "ticker": "FNF",
      "aliases": [
        "FNF"
      ],
      "securityId": "US:FNF",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 507,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Fidelity National Financial, In 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FNF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ebbe8b0aae8f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FNMA",
      "companyName": "Fannie Mae",
      "ticker": "FNMA",
      "aliases": [
        "FNMA"
      ],
      "securityId": "US:FNMA",
      "market": "US",
      "exchange": "OQB",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 508,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Fannie Mae 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FNMA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e333aae219af",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FOCIF",
      "companyName": "FOCUSRITE PLC",
      "ticker": "FOCI",
      "aliases": [
        "FOCIF"
      ],
      "securityId": "US:FOCIF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 509,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "FOCUSRITE PLC 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FOCI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e8259f1b9356",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FPLSF",
      "companyName": "5N Plus, Inc.",
      "ticker": "FPLSF",
      "aliases": [
        "FPLSF"
      ],
      "securityId": "US:FPLSF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 510,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "5N Plus, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FPLSF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4b31bcfb902a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FRO",
      "companyName": "Frontline Plc",
      "ticker": "FRO",
      "aliases": [
        "FRO"
      ],
      "securityId": "US:FRO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 511,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Frontline Plc 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FRO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9683dd4b5c2f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "FUTU",
      "companyName": "Futu Holdings Limited",
      "ticker": "FUTU",
      "aliases": [
        "FUTU"
      ],
      "securityId": "US:FUTU",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 512,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Futu Holdings Limited 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:FUTU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f7461a869309",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GILT",
      "companyName": "Gilat Satellite Networks Ltd.",
      "ticker": "GILT",
      "aliases": [
        "GILT"
      ],
      "securityId": "US:GILT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 513,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Gilat Satellite Networks Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GILT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:96bb4fdbbb80",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GLNG",
      "companyName": "Golar LNG Limited",
      "ticker": "GLNG",
      "aliases": [
        "GLNG"
      ],
      "securityId": "US:GLNG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 514,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Golar LNG Limited 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GLNG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e8992cc9fa6e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GM",
      "companyName": "General Motors Company",
      "ticker": "GM",
      "aliases": [
        "GM"
      ],
      "securityId": "US:GM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 515,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "General Motors Company 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:53a7f2c92570",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "GPUS",
      "companyName": "Hyperscale Data, Inc.",
      "ticker": "GPUS",
      "aliases": [
        "GPUS"
      ],
      "securityId": "US:GPUS",
      "market": "US",
      "exchange": "ASE",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 516,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Hyperscale Data, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:GPUS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:700af2188a74",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HAIN",
      "companyName": "The Hain Celestial Group, Inc.",
      "ticker": "HAIN",
      "aliases": [
        "HAIN"
      ],
      "securityId": "US:HAIN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 517,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "The Hain Celestial Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HAIN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:22e56b5dda91",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HAL",
      "companyName": "Halliburton Company",
      "ticker": "HAL",
      "aliases": [
        "HAL"
      ],
      "securityId": "US:HAL",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 518,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Halliburton Company 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HAL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cca3b7caa226",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HG",
      "companyName": "Hamilton Insurance Group, Ltd.",
      "ticker": "HG",
      "aliases": [
        "HG"
      ],
      "securityId": "US:HG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 519,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Hamilton Insurance Group, Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:43541ad0cbd0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HLIT",
      "companyName": "Harmonic Inc.",
      "ticker": "HLIT",
      "aliases": [
        "HLIT"
      ],
      "securityId": "US:HLIT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 520,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Harmonic Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HLIT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7570699f450f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HPP",
      "companyName": "Hudson Pacific Properties, Inc.",
      "ticker": "HPP",
      "aliases": [
        "HPP"
      ],
      "securityId": "US:HPP",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 521,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Hudson Pacific Properties, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HPP",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2e96a75f22a6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "HSYDF",
      "companyName": "Harmonic Drive Systems, Inc.",
      "ticker": "HSYDF",
      "aliases": [
        "HSYDF"
      ],
      "securityId": "US:HSYDF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 522,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Harmonic Drive Systems, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:HSYDF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b13fa38d67e9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IBM",
      "companyName": "International Business Machines",
      "ticker": "IBM",
      "aliases": [
        "IBM"
      ],
      "securityId": "US:IBM",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 523,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "International Business Machines 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_IBM_0001558370_23_002376",
      "financialEvidenceId": "us_sec_ev_IBM_0001558370_23_002376_cloud_capex_upcycle_01_e2951a737d",
      "serenitySourceDocumentId": "serenity_ticker:IBM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b68ea5e3b776",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "ILU.AX",
      "companyName": "ILUKA RES FPO [ILU]",
      "ticker": "ILU",
      "aliases": [
        "ILU.AX"
      ],
      "securityId": "AU:ILU.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 524,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "ILUKA RES FPO [ILU] 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ILU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cad82d743440",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IMSR",
      "companyName": "Terrestrial Energy Inc.",
      "ticker": "IMSR",
      "aliases": [
        "IMSR"
      ],
      "securityId": "US:IMSR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 525,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Terrestrial Energy Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IMSR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:daa8a3304932",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "INDI",
      "companyName": "indie Semiconductor, Inc.",
      "ticker": "INDI",
      "aliases": [
        "INDI"
      ],
      "securityId": "US:INDI",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 526,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "indie Semiconductor, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:INDI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2f12890a5799",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "INTU",
      "companyName": "Intuit Inc.",
      "ticker": "INTU",
      "aliases": [
        "INTU"
      ],
      "securityId": "US:INTU",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 527,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Intuit Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:INTU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:223047e44a31",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "INV",
      "companyName": "Innventure, Inc.",
      "ticker": "INV",
      "aliases": [
        "INV"
      ],
      "securityId": "US:INV",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 528,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Innventure, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:INV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3594d75eb869",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "IQEPF",
      "companyName": "IQE Plc",
      "ticker": "IQEPF",
      "aliases": [
        "IQEPF"
      ],
      "securityId": "US:IQEPF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 529,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "IQE Plc 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:IQEPF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4ecccdc407b1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ISRG",
      "companyName": "Intuitive Surgical, Inc.",
      "ticker": "ISRG",
      "aliases": [
        "ISRG"
      ],
      "securityId": "US:ISRG",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 530,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Intuitive Surgical, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ISRG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0be6c4360d85",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 2,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "JBSS",
      "companyName": "John B. Sanfilippo & Son, Inc.",
      "ticker": "JBSS",
      "aliases": [
        "JBSS"
      ],
      "securityId": "US:JBSS",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 531,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "John B. Sanfilippo & Son, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:JBSS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:e07d2e891a32",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "JD",
      "companyName": "JD.com, Inc.",
      "ticker": "JD",
      "aliases": [
        "JD"
      ],
      "securityId": "US:JD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 532,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "JD.com, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:JD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:62a4ece3ffeb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KDK",
      "companyName": "Kodiak AI, Inc.",
      "ticker": "KDK",
      "aliases": [
        "KDK"
      ],
      "securityId": "US:KDK",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 533,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Kodiak AI, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KDK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b0662dc820c7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KITT",
      "companyName": "Nauticus Robotics, Inc.",
      "ticker": "KITT",
      "aliases": [
        "KITT"
      ],
      "securityId": "US:KITT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 534,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Nauticus Robotics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KITT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fc20c1700beb",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "KSS",
      "companyName": "Kohl's Corporation",
      "ticker": "KSS",
      "aliases": [
        "KSS"
      ],
      "securityId": "US:KSS",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 535,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Kohl's Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:KSS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:239c462b4691",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LCRXF",
      "companyName": "LCRXF",
      "ticker": "LCRX",
      "aliases": [
        "LCRXF"
      ],
      "securityId": "US:LCRXF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 536,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "LCRXF 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LCRX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3adce5434a1d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LGO",
      "companyName": "Largo Inc.",
      "ticker": "LGO",
      "aliases": [
        "LGO"
      ],
      "securityId": "US:LGO",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 537,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Largo Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LGO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6dda07bf3232",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LINK",
      "companyName": "Interlink Electronics, Inc.",
      "ticker": "LINK",
      "aliases": [
        "LINK"
      ],
      "securityId": "US:LINK",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 538,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Interlink Electronics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LINK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5f6e9984d1cd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LVMHF",
      "companyName": "LVMH-Moet Hennessy Louis Vuitto",
      "ticker": "LVMH",
      "aliases": [
        "LVMHF"
      ],
      "securityId": "US:LVMHF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 539,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "LVMH-Moet Hennessy Louis Vuitto 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LVMH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:473a062a1269",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "LYSDY",
      "companyName": "Lynas Rare Earths Limited",
      "ticker": "LYSDY",
      "aliases": [
        "LYSDY"
      ],
      "securityId": "US:LYSDY",
      "market": "US",
      "exchange": "OQX",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 540,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Lynas Rare Earths Limited 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:LYSDY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f5fdab973ae4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MA",
      "companyName": "Mastercard Incorporated",
      "ticker": "MA",
      "aliases": [
        "MA"
      ],
      "securityId": "US:MA",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 541,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Mastercard Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b1615e549949",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MEI",
      "companyName": "Methode Electronics, Inc.",
      "ticker": "MEI",
      "aliases": [
        "MEI"
      ],
      "securityId": "US:MEI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 542,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Methode Electronics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MEI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f0428cc746a5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MELI",
      "companyName": "MercadoLibre, Inc.",
      "ticker": "MELI",
      "aliases": [
        "MELI"
      ],
      "securityId": "US:MELI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 543,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "MercadoLibre, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2025-12-31",
      "financialEvidenceSourceDocumentId": "us_sec_MELI_0001099590_26_000006",
      "financialEvidenceId": "us_sec_ev_MELI_0001099590_26_000006_cloud_capex_upcycle_01_f475ec82b4",
      "serenitySourceDocumentId": "serenity_ticker:MELI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f0869da90ae5",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 4
    },
    {
      "companyCode": "MPC",
      "companyName": "Marathon Petroleum Corporation",
      "ticker": "MPC",
      "aliases": [
        "MPC"
      ],
      "securityId": "US:MPC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 544,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Marathon Petroleum Corporation 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MPC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d8cc63905826",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MRLN",
      "companyName": "Merlin, Inc.",
      "ticker": "MRLN",
      "aliases": [
        "MRLN"
      ],
      "securityId": "US:MRLN",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 545,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Merlin, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MRLN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4e0d4643f3c6",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MSR.V",
      "companyName": "MINSUD RESOURCES CORP.",
      "ticker": "MSR",
      "aliases": [
        "MSR.V"
      ],
      "securityId": "CA:MSR.V",
      "market": "CANADA",
      "exchange": "VAN",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 546,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "MINSUD RESOURCES CORP. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MSR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cd550b9ce85c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MTCH",
      "companyName": "Match Group, Inc.",
      "ticker": "MTCH",
      "aliases": [
        "MTCH"
      ],
      "securityId": "US:MTCH",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 547,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Match Group, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MTCH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c254e62cf9e0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MVL.AX",
      "companyName": "MARVELGOLD FPO [MVL]",
      "ticker": "MVL",
      "aliases": [
        "MVL.AX"
      ],
      "securityId": "AU:MVL.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 548,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "MARVELGOLD FPO [MVL] 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MVL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b81edfe07c5e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "MVST",
      "companyName": "Microvast Holdings, Inc.",
      "ticker": "MVST",
      "aliases": [
        "MVST"
      ],
      "securityId": "US:MVST",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 549,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Microvast Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:MVST",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ef7fc4856540",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NAKA",
      "companyName": "Nakamoto Inc.",
      "ticker": "NAKA",
      "aliases": [
        "NAKA"
      ],
      "securityId": "US:NAKA",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 550,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Nakamoto Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NAKA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c755d0265eb5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NEXT",
      "companyName": "NextDecade Corporation",
      "ticker": "NEXT",
      "aliases": [
        "NEXT"
      ],
      "securityId": "US:NEXT",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 551,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "NextDecade Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NEXT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9a9ee0ff0887",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NFE",
      "companyName": "New Fortress Energy Inc.",
      "ticker": "NFE",
      "aliases": [
        "NFE"
      ],
      "securityId": "US:NFE",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 552,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "New Fortress Energy Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NFE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6e5ef742f90f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NMAX",
      "companyName": "Newsmax, Inc.",
      "ticker": "NMAX",
      "aliases": [
        "NMAX"
      ],
      "securityId": "US:NMAX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 553,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Newsmax, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NMAX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a342c5236b95",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NNE",
      "companyName": "Nano Nuclear Energy Inc.",
      "ticker": "NNE",
      "aliases": [
        "NNE"
      ],
      "securityId": "US:NNE",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 554,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Nano Nuclear Energy Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NNE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:87d5ba8ef2ae",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NORBT.OL",
      "companyName": "NORBIT",
      "ticker": "NORBT",
      "aliases": [
        "NORBT.OL"
      ],
      "securityId": "EU:NORBT.OL",
      "market": "EUROPE",
      "exchange": "OSL",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 555,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "NORBIT 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NORBT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4f53a3502e19",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NSANY",
      "companyName": "Nissan Motor Co., Ltd.",
      "ticker": "NSANY",
      "aliases": [
        "NSANY"
      ],
      "securityId": "US:NSANY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 556,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Nissan Motor Co., Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NSANY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2cf583662b56",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NTTYY",
      "companyName": "NTT Inc.",
      "ticker": "NTTYY",
      "aliases": [
        "NTTYY"
      ],
      "securityId": "US:NTTYY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 557,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "NTT Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NTTYY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c9ad4227f2b8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NVMI",
      "companyName": "Nova Ltd.",
      "ticker": "NVMI",
      "aliases": [
        "NVMI"
      ],
      "securityId": "US:NVMI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 558,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Nova Ltd. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NVMI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b5cc2ecffa13",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "NXPI",
      "companyName": "NXP Semiconductors N.V.",
      "ticker": "NXPI",
      "aliases": [
        "NXPI"
      ],
      "securityId": "US:NXPI",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 559,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "NXP Semiconductors N.V. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:NXPI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3baa59c18dad",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 5,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "OPTX",
      "companyName": "Syntec Optics Holdings, Inc.",
      "ticker": "OPTX",
      "aliases": [
        "OPTX"
      ],
      "securityId": "US:OPTX",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 560,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Syntec Optics Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OPTX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f768ae4c95ee",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "OXINF",
      "companyName": "OXFORD INSTRUMENTS PLC",
      "ticker": "OXINF",
      "aliases": [
        "OXINF"
      ],
      "securityId": "US:OXINF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 561,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "OXFORD INSTRUMENTS PLC 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:OXINF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:09a0c26a51a7",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PDD",
      "companyName": "PDD Holdings Inc.",
      "ticker": "PDD",
      "aliases": [
        "PDD"
      ],
      "securityId": "US:PDD",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 562,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "PDD Holdings Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PDD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b50110254cee",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PFGC",
      "companyName": "Performance Food Group Company",
      "ticker": "PFGC",
      "aliases": [
        "PFGC"
      ],
      "securityId": "US:PFGC",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 563,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Performance Food Group Company 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PFGC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:20017e16dc41",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "PLMR",
      "companyName": "Palomar Holdings, Inc.",
      "ticker": "PLMR",
      "aliases": [
        "PLMR"
      ],
      "securityId": "US:PLMR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 564,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Palomar Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:PLMR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:12b293701368",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RIVN",
      "companyName": "Rivian Automotive, Inc.",
      "ticker": "RIVN",
      "aliases": [
        "RIVN"
      ],
      "securityId": "US:RIVN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 565,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Rivian Automotive, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RIVN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c09faf1e05d3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RPBPF",
      "companyName": "RASPBERRY PI HLDGS PLC",
      "ticker": "RPBPF",
      "aliases": [
        "RPBPF"
      ],
      "securityId": "US:RPBPF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 566,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "RASPBERRY PI HLDGS PLC 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RPBPF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fa4133a2df9d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "RRX",
      "companyName": "Regal Rexnord Corporation",
      "ticker": "RRX",
      "aliases": [
        "RRX"
      ],
      "securityId": "US:RRX",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 567,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Regal Rexnord Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:RRX",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0f5f19ae2f37",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SAABF",
      "companyName": "Saab AB",
      "ticker": "SAABF",
      "aliases": [
        "SAABF"
      ],
      "securityId": "US:SAABF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 568,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Saab AB 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SAABF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:32ec1fa32bc3",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SAFRY",
      "companyName": "Safran SA",
      "ticker": "SAFRY",
      "aliases": [
        "SAFRY"
      ],
      "securityId": "US:SAFRY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 569,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Safran SA 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SAFRY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2a1ec5c9ad77",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SATL",
      "companyName": "Satellogic Inc.",
      "ticker": "SATL",
      "aliases": [
        "SATL"
      ],
      "securityId": "US:SATL",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 570,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Satellogic Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SATL",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2aa26d6d3439",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SCCO",
      "companyName": "Southern Copper Corporation",
      "ticker": "SCCO",
      "aliases": [
        "SCCO"
      ],
      "securityId": "US:SCCO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 571,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Southern Copper Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SCCO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0dc60567c538",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SCHW",
      "companyName": "Charles Schwab Corporation (The",
      "ticker": "SCHW",
      "aliases": [
        "SCHW"
      ],
      "securityId": "US:SCHW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 572,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Charles Schwab Corporation (The 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SCHW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:40a98ae5d3f4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SEIGY",
      "companyName": "Semperit Ag Holding",
      "ticker": "SEIGY",
      "aliases": [
        "SEIGY"
      ],
      "securityId": "US:SEIGY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 573,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "Semperit Ag Holding 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SEIGY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a16047ece606",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SERV",
      "companyName": "Serve Robotics Inc.",
      "ticker": "SERV",
      "aliases": [
        "SERV"
      ],
      "securityId": "US:SERV",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 574,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Serve Robotics Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SERV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6626a76888bc",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SGBAF",
      "companyName": "SES SA",
      "ticker": "SGBAF",
      "aliases": [
        "SGBAF"
      ],
      "securityId": "US:SGBAF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 575,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SES SA 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SGBAF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:493924aaf283",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SHMN",
      "companyName": "SOHM, Inc.",
      "ticker": "SHMN",
      "aliases": [
        "SHMN"
      ],
      "securityId": "US:SHMN",
      "market": "US",
      "exchange": "OID",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 576,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SOHM, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SHMN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d404713b55df",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SIDU",
      "companyName": "Sidus Space, Inc.",
      "ticker": "SIDU",
      "aliases": [
        "SIDU"
      ],
      "securityId": "US:SIDU",
      "market": "US",
      "exchange": "NCM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 577,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "Sidus Space, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SIDU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c9cf03ff62e5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SILC",
      "companyName": "Silicom Ltd",
      "ticker": "SILC",
      "aliases": [
        "SILC"
      ],
      "securityId": "US:SILC",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 578,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Silicom Ltd 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SILC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7753575bdf7f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SKC.AX",
      "companyName": "SKYCITY FPO NZX [SKC]",
      "ticker": "SKC",
      "aliases": [
        "SKC.AX"
      ],
      "securityId": "AU:SKC.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 579,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "SKYCITY FPO NZX [SKC] 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SKC",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d9f3d6fcd0e2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SKPJF",
      "companyName": "SKY Perfect JSAT Corporation",
      "ticker": "SKPJF",
      "aliases": [
        "SKPJF"
      ],
      "securityId": "US:SKPJF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 580,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SKY Perfect JSAT Corporation 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SKPJF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:14096e3a54e1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SKY",
      "companyName": "Champion Homes, Inc.",
      "ticker": "SKY",
      "aliases": [
        "SKY"
      ],
      "securityId": "US:SKY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 581,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Champion Homes, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SKY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6592f7a6fa73",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SMR",
      "companyName": "NuScale Power Corporation",
      "ticker": "SMR",
      "aliases": [
        "SMR"
      ],
      "securityId": "US:SMR",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 582,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "NuScale Power Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SMR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f527ca963c24",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "SOLV",
      "companyName": "Solventum Corporation",
      "ticker": "SOLV",
      "aliases": [
        "SOLV"
      ],
      "securityId": "US:SOLV",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 583,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "Solventum Corporation 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SOLV",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:fb11ed9bce10",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SONY",
      "companyName": "Sony Group Corporation",
      "ticker": "SONY",
      "aliases": [
        "SONY"
      ],
      "securityId": "US:SONY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 584,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Sony Group Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SONY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4f11b542efca",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SOUN",
      "companyName": "SoundHound AI, Inc.",
      "ticker": "SOUN",
      "aliases": [
        "SOUN"
      ],
      "securityId": "US:SOUN",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 585,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L4_MODELS_RUNTIME",
        "name": "模型与运行时层",
        "shortName": "模型",
        "description": "提供模型、推理 API、Agent Infra、开发工具、模型部署和运行时优化。",
        "businessModel": "通过 API 调用、订阅、开发者平台、推理服务、企业软件授权或用量计费变现。",
        "serenityFocus": "关注模型能力如何被部署、调度、推理优化并转化为开发者和企业工作流。",
        "mainColor": "#008c95",
        "softColor": "#ecfeff"
      },
      "primaryLayerCode": "AI_L4_MODELS_RUNTIME",
      "primaryLayerName": "模型与运行时层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "语音AI/模型API",
      "industryRole": "语音 AI、对话模型和开发者接口",
      "businessSummary": "SoundHound AI, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过模型 API、开发者工具、推理服务、企业授权或用量计费变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2023-09-30",
      "financialEvidenceSourceDocumentId": "us_sec_SOUN_0001840856_23_000059",
      "financialEvidenceId": "us_sec_ev_SOUN_0001840856_23_000059_ai_application_monetization_01_a9bce8fd28",
      "serenitySourceDocumentId": "serenity_ticker:SOUN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1724e191d299",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 4,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "SPCE",
      "companyName": "Virgin Galactic Holdings, Inc.",
      "ticker": "SPCE",
      "aliases": [
        "SPCE"
      ],
      "securityId": "US:SPCE",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 586,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Virgin Galactic Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SPCE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a7091cb55f67",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SRPT",
      "companyName": "Sarepta Therapeutics, Inc.",
      "ticker": "SRPT",
      "aliases": [
        "SRPT"
      ],
      "securityId": "US:SRPT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 587,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Sarepta Therapeutics, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SRPT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d8f13eb18b0e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "STNG",
      "companyName": "Scorpio Tankers Inc.",
      "ticker": "STNG",
      "aliases": [
        "STNG"
      ],
      "securityId": "US:STNG",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 588,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Scorpio Tankers Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:STNG",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:550d4e512842",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SU",
      "companyName": "Suncor Energy  Inc.",
      "ticker": "SU",
      "aliases": [
        "SU"
      ],
      "securityId": "US:SU",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 589,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Suncor Energy  Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SU",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:6eddca99d843",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SWGAY",
      "companyName": "Swatch Group AG",
      "ticker": "SWGAY",
      "aliases": [
        "SWGAY"
      ],
      "securityId": "US:SWGAY",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 590,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Swatch Group AG 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SWGAY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d964e6399751",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SYK",
      "companyName": "Stryker Corporation",
      "ticker": "SYK",
      "aliases": [
        "SYK"
      ],
      "securityId": "US:SYK",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 591,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Stryker Corporation 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SYK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8d62ab84897e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SYM",
      "companyName": "Symbotic Inc.",
      "ticker": "SYM",
      "aliases": [
        "SYM"
      ],
      "securityId": "US:SYM",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 592,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Symbotic Inc. 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SYM",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:95fa8aa9e049",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 4,
      "eventEvidenceCount": 4,
      "riskEvidenceCount": 2
    },
    {
      "companyCode": "SYR.AX",
      "companyName": "SYRAH RES FPO [SYR]",
      "ticker": "SYR",
      "aliases": [
        "SYR.AX"
      ],
      "securityId": "AU:SYR.AX",
      "market": "AUSTRALIA",
      "exchange": "ASX",
      "country": "Australia",
      "region": "Asia-Pacific",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 593,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "SYRAH RES FPO [SYR] 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SYR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c6957185abb2",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "SYY",
      "companyName": "Sysco Corporation",
      "ticker": "SYY",
      "aliases": [
        "SYY"
      ],
      "securityId": "US:SYY",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 594,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Sysco Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:SYY",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:683823d5294c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TDW",
      "companyName": "Tidewater Inc.",
      "ticker": "TDW",
      "aliases": [
        "TDW"
      ],
      "securityId": "US:TDW",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 595,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Tidewater Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TDW",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:68e558dc4a64",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TIGR",
      "companyName": "UP Fintech Holding Limited",
      "ticker": "TIGR",
      "aliases": [
        "TIGR"
      ],
      "securityId": "US:TIGR",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 596,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "UP Fintech Holding Limited 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TIGR",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:2abbb7ba4984",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TOWCF",
      "companyName": "Towa Corp",
      "ticker": "TOWCF",
      "aliases": [
        "TOWCF"
      ],
      "securityId": "US:TOWCF",
      "market": "US",
      "exchange": "PNK",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 597,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "memory_hbm_storage",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "HBM/存储",
      "industryRole": "AI 服务器内存与存储扩张",
      "businessSummary": "Towa Corp 暂缺完整官方业务摘要；Serenity 线索关联 HBM/存储、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 HBM/存储、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TOWCF",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4cf910b85206",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TSE.BK",
      "companyName": "TSE_THAI SOLAR ENERGY",
      "ticker": "TSE",
      "aliases": [
        "TSE.BK"
      ],
      "securityId": "GLOBAL:TSE.BK",
      "market": "GLOBAL",
      "exchange": "SET",
      "country": "UNKNOWN",
      "region": "Global",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 598,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "TSE_THAI SOLAR ENERGY 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TSE",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a5338a9ab3f4",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "TWLO",
      "companyName": "Twilio Inc.",
      "ticker": "TWLO",
      "aliases": [
        "TWLO"
      ],
      "securityId": "US:TWLO",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 599,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Twilio Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "period: 2022-03-31",
      "financialEvidenceSourceDocumentId": "us_sec_TWLO_0001447669_22_000098",
      "financialEvidenceId": "us_sec_ev_TWLO_0001447669_22_000098_cloud_capex_upcycle_01_d88aa99576",
      "serenitySourceDocumentId": "serenity_ticker:TWLO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f6dd5a521a6c",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 1,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "TXN",
      "companyName": "Texas Instruments Incorporated",
      "ticker": "TXN",
      "aliases": [
        "TXN"
      ],
      "securityId": "US:TXN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 600,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L2_CHIPS_COMPONENTS",
          "name": "芯片与关键部件层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Texas Instruments Incorporated 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:TXN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:55287743cd34",
      "sourceDocumentCount": 8,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 3,
      "relationshipEvidenceCount": 5,
      "eventEvidenceCount": 5,
      "riskEvidenceCount": 3
    },
    {
      "companyCode": "ULBI",
      "companyName": "Ultralife Corporation",
      "ticker": "ULBI",
      "aliases": [
        "ULBI"
      ],
      "securityId": "US:ULBI",
      "market": "US",
      "exchange": "NGM",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 601,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Ultralife Corporation 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ULBI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a6cd8f47967e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "USFD",
      "companyName": "US Foods Holding Corp.",
      "ticker": "USFD",
      "aliases": [
        "USFD"
      ],
      "securityId": "US:USFD",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 602,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "US Foods Holding Corp. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:USFD",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d3d0ffd36356",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VLN",
      "companyName": "Valens Semiconductor Ltd.",
      "ticker": "VLN",
      "aliases": [
        "VLN"
      ],
      "securityId": "US:VLN",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 72,
      "rawTickerCount": 84,
      "frequencyRank": 603,
      "firstSeen": "2026-01-09",
      "lastSeen": "2026-05-13",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        },
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "高速连接芯片",
      "industryRole": "车载、工业和机器视觉高速连接芯片",
      "businessSummary": "Valens 提供高速连接芯片，用于车载、工业、音视频和机器视觉，把传感器、显示和处理器之间的数据可靠传输",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；已有公司深度报告/manifest；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "部分验证",
      "confidence": "高",
      "confidenceScore": 0.9,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "已有深度报告",
      "latestVersion": "v2026.06.21",
      "latestReportUrl": "/company-analysis/reports/VLN/latest.html",
      "latestSourceFile": "VLN_research_report_source_expanded_2026-06-21.md",
      "sourceFile": "VLN_research_report_source_expanded_2026-06-21.md",
      "sourceHash": "839a1113821edf73bbaa1ad4958768589a03d42c529836116a4aa63502ae7cc8",
      "updatedAt": "2026-06-21T06:50:10.155830+00:00",
      "versions": [
        {
          "version": "v2026.06.21",
          "title": "VLN Valens Semiconductor Ltd.：Serenity 路线下的 AI 产业链个股学习报告",
          "reportUrl": "/company-analysis/reports/VLN/VLN_v2026_06_21.html",
          "sourceFile": "VLN_research_report_source_expanded_2026-06-21.md",
          "sourceHash": "839a1113821edf73bbaa1ad4958768589a03d42c529836116a4aa63502ae7cc8",
          "sourceSize": 24123,
          "sourceMtime": "2026-06-21T06:50:10.155830+00:00",
          "updatedAt": "2026-06-21T06:50:10.155830+00:00",
          "isLatest": true
        }
      ],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VLN.TO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d82711725e63",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VLN.TO",
      "companyName": "VELAN INC., SV",
      "ticker": "VLN.TO",
      "aliases": [
        "VLN.TO"
      ],
      "securityId": "CA:VLN.TO",
      "market": "CANADA",
      "exchange": "TOR",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 603,
      "firstSeen": "2026-01-09",
      "lastSeen": "2026-05-13",
      "themes": [
        "neocloud",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L3_AI_FACTORY_INFRA",
        "name": "AI工厂与算力基础设施层",
        "shortName": "AI工厂",
        "description": "把芯片、电力、数据中心和网络组织成可售卖的 AI 算力。",
        "businessModel": "通过云服务、GPU 租赁、托管、Colocation、容量合同或 AI 数据中心租约变现。",
        "serenityFocus": "关注 NeoCloud、Hyperscaler、AI Data Center 的容量交付、融资结构和客户合同质量。",
        "mainColor": "#7c3fb5",
        "softColor": "#f5efff"
      },
      "primaryLayerCode": "AI_L3_AI_FACTORY_INFRA",
      "primaryLayerName": "AI工厂与算力基础设施层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "NeoCloud/GPU Cloud",
      "industryRole": "AI 算力云与 GPU capacity 供给",
      "businessSummary": "VELAN INC., SV 暂缺完整官方业务摘要；Serenity 线索关联 NeoCloud/GPU Cloud、AI 应用与平台。",
      "businessModelSummary": "通过云服务、GPU 租赁、AI 数据中心、托管容量或长期算力合同变现。",
      "aiRelevance": "AI 相关性来自 NeoCloud/GPU Cloud、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VLN.TO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d82711725e63",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "VSAT",
      "companyName": "ViaSat, Inc.",
      "ticker": "VSAT",
      "aliases": [
        "VSAT"
      ],
      "securityId": "US:VSAT",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 604,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ViaSat, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:VSAT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:38c2ff616e86",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WEN",
      "companyName": "Wendy's Company (The)",
      "ticker": "WEN",
      "aliases": [
        "WEN"
      ],
      "securityId": "US:WEN",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 605,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Wendy's Company (The) 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WEN",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:22242bf9b53a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "WTI",
      "companyName": "W&T Offshore, Inc.",
      "ticker": "WTI",
      "aliases": [
        "WTI"
      ],
      "securityId": "US:WTI",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 606,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "W&T Offshore, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:WTI",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b1937d96b42c",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XBOT.V",
      "companyName": "REALBOTIX CORP",
      "ticker": "XBOT",
      "aliases": [
        "XBOT.V"
      ],
      "securityId": "CA:XBOT.V",
      "market": "CANADA",
      "exchange": "VAN",
      "country": "Canada",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 607,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "REALBOTIX CORP 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XBOT",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:5b827a8f8f20",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XLS.F",
      "companyName": "Xlife Sciences AG             N",
      "ticker": "XLS",
      "aliases": [
        "XLS.F"
      ],
      "securityId": "EU:XLS.F",
      "market": "EUROPE",
      "exchange": "FRA",
      "country": "Europe",
      "region": "Europe",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 608,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Xlife Sciences AG             N 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XLS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:14952a02c1a9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "XYZ",
      "companyName": "Block, Inc.",
      "ticker": "XYZ",
      "aliases": [
        "XYZ"
      ],
      "securityId": "US:XYZ",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 609,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "Block, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:XYZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c158b3076806",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ZBH",
      "companyName": "Zimmer Biomet Holdings, Inc.",
      "ticker": "ZBH",
      "aliases": [
        "ZBH"
      ],
      "securityId": "US:ZBH",
      "market": "US",
      "exchange": "NYQ",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 610,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "Zimmer Biomet Holdings, Inc. 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ZBH",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:046e32b4cf96",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "ZBRA",
      "companyName": "Zebra Technologies Corporation",
      "ticker": "ZBRA",
      "aliases": [
        "ZBRA"
      ],
      "securityId": "US:ZBRA",
      "market": "US",
      "exchange": "NMS",
      "country": "United States",
      "region": "North America",
      "serenityPostCount": 1,
      "rawTickerCount": 1,
      "frequencyRank": 611,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Zebra Technologies Corporation 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI、AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:ZBRA",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7a4306e361c0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "005380.KS",
      "companyName": "HyundaiMtr",
      "ticker": "005380.KS|005380.KQ",
      "aliases": [
        "005380.KS"
      ],
      "securityId": "KR:005380.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 612,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "HyundaiMtr 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:005380.KS|005380.KQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c7abc9078b12",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "009150.KS",
      "companyName": "SamsungElecMech",
      "ticker": "009150.SZ|009150.KS|009150.KQ|009150.SS",
      "aliases": [
        "009150.KS"
      ],
      "securityId": "KR:009150.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 613,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "SamsungElecMech 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:009150.SZ|009150.KS|009150.KQ|009150.SS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:85675aa3df25",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "010120.KS",
      "companyName": "LS ELECTRIC",
      "ticker": "010120.KS",
      "aliases": [
        "010120.KS"
      ],
      "securityId": "KR:010120.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 614,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "LS ELECTRIC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:010120.KS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:430b93416941",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "034730.KS",
      "companyName": "SK",
      "ticker": "034730.KS|034730.KQ",
      "aliases": [
        "034730.KS"
      ],
      "securityId": "KR:034730.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 615,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "SK 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:034730.KS|034730.KQ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4733f5c0eda1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "078150.KQ",
      "companyName": "HB Technology",
      "ticker": "078150.KS|078150.KQ|078150.SS|078150.SZ",
      "aliases": [
        "078150.KQ"
      ],
      "securityId": "KR:078150.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 616,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "HB Technology 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:078150.KS|078150.KQ|078150.SS|078150.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:271c62cb47fd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "112290.KQ",
      "companyName": "YCCHEM",
      "ticker": "112290.KS|112290.KQ|112290.SS|112290.SZ",
      "aliases": [
        "112290.KQ"
      ],
      "securityId": "KR:112290.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 617,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "YCCHEM 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:112290.KS|112290.KQ|112290.SS|112290.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:519cee502383",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "2525.HK",
      "companyName": "HESAI-W",
      "ticker": "2525.T|2525.TW|2525.HK",
      "aliases": [
        "2525.HK"
      ],
      "securityId": "HK:02525",
      "market": "HK",
      "exchange": "HKG",
      "country": "China/HK",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 618,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "HESAI-W 是 Digital Solution Services 相关公司；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:2525.T|2525.TW|2525.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:831d3a7a7294",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "267260.KS",
      "companyName": "HD HYUNDAI ELECTRIC",
      "ticker": "267260.KS",
      "aliases": [
        "267260.KS"
      ],
      "securityId": "KR:267260.KS",
      "market": "KOREA",
      "exchange": "KSC",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 619,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "HD HYUNDAI ELECTRIC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:267260.KS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d5b69545bc8b",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "277810.KQ",
      "companyName": "Rainbow Robotics",
      "ticker": "277810.KS|277810.KQ|277810.SS|277810.SZ",
      "aliases": [
        "277810.KQ"
      ],
      "securityId": "KR:277810.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 620,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "Rainbow Robotics 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:277810.KS|277810.KQ|277810.SS|277810.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:9c4833a09422",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300024.SZ",
      "companyName": "SIASUN ROBOT & AUTOMATION CO LT",
      "ticker": "300024.SZ|300024.KS|300024.KQ|300024.SS",
      "aliases": [
        "300024.SZ"
      ],
      "securityId": "CN:300024.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 621,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "SIASUN ROBOT & AUTOMATION CO LT 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300024.SZ|300024.KS|300024.KQ|300024.SS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:38b9ee278058",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300274.SZ",
      "companyName": "SUNGROW POWER SUPPLY CO LTD",
      "ticker": "300274.SZ|300274.KS|300274.KQ|300274.SS",
      "aliases": [
        "300274.SZ"
      ],
      "securityId": "CN:300274.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 622,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "SUNGROW POWER SUPPLY CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300274.SZ|300274.KS|300274.KQ|300274.SS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:27fcc92776db",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300308.SZ",
      "companyName": "ZHONGJI INNOLIGHT CO LTD",
      "ticker": "300308.SZ",
      "aliases": [
        "300308.SZ"
      ],
      "securityId": "CN:300308.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 623,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ZHONGJI INNOLIGHT CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300308.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:0a2684ad6a66",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300376.SZ",
      "companyName": "EAST GROUP CO LTD",
      "ticker": "300376.SZ|300376.KS|300376.KQ|300376.SS",
      "aliases": [
        "300376.SZ"
      ],
      "securityId": "CN:300376.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 624,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "云厂商 ASIC/Capex 供应链",
      "industryRole": "云厂商资本开支向芯片、服务器和互连供应链传导",
      "businessSummary": "EAST GROUP CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300376.SZ|300376.KS|300376.KQ|300376.SS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:21843652e9a5",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300394.SZ",
      "companyName": "SUZHOU TFC OPTICAL COMMUN CO LT",
      "ticker": "300394.SZ",
      "aliases": [
        "300394.SZ"
      ],
      "securityId": "CN:300394.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 625,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SUZHOU TFC OPTICAL COMMUN CO LT 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300394.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4f1d8287932d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300502.SZ",
      "companyName": "EOPTOLINK TECHNOLOGY INC LTD",
      "ticker": "300502.SZ",
      "aliases": [
        "300502.SZ"
      ],
      "securityId": "CN:300502.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 626,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "EOPTOLINK TECHNOLOGY INC LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300502.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:3dec4885d093",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "300570.SZ",
      "companyName": "T AND S COMMUNICATIONS CO LTD",
      "ticker": "300570.SZ",
      "aliases": [
        "300570.SZ"
      ],
      "securityId": "CN:300570.SZ",
      "market": "CHINA_A",
      "exchange": "SHZ",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 627,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "T AND S COMMUNICATIONS CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:300570.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c40b7940edd8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3008.TW",
      "companyName": "LARGAN PRECISION CO",
      "ticker": "3008.T|3008.TW|3008.HK",
      "aliases": [
        "3008.TW"
      ],
      "securityId": "TW:3008.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 628,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "LARGAN PRECISION CO 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3008.T|3008.TW|3008.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1c0f38bd7d7d",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3446.T",
      "companyName": "JTEC CORPORATION",
      "ticker": "3446.T",
      "aliases": [
        "3446.T"
      ],
      "securityId": "JP:3446.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 629,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "JTEC CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3446.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f6db4c798c28",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "3675.T",
      "companyName": "CROSS MARKETING GROUP INC",
      "ticker": "3675.T|3675.TW|3675.HK",
      "aliases": [
        "3675.T"
      ],
      "securityId": "JP:3675.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 630,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "CROSS MARKETING GROUP INC 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:3675.T|3675.TW|3675.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7754fe073d07",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4005.T",
      "companyName": "SUMITOMO CHEMICAL COMPANY",
      "ticker": "4005.T|4005.TW|4005.HK",
      "aliases": [
        "4005.T"
      ],
      "securityId": "JP:4005.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 631,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "hyperscaler_asic_capex"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "SUMITOMO CHEMICAL COMPANY 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、云厂商 ASIC/Capex 供应链。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4005.T|4005.TW|4005.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d8956aef1f5f",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "482630.KQ",
      "companyName": "SAMYANG NC Chem",
      "ticker": "482630.KS|482630.KQ|482630.SS|482630.SZ",
      "aliases": [
        "482630.KQ"
      ],
      "securityId": "KR:482630.KQ",
      "market": "KOREA",
      "exchange": "KOE",
      "country": "South Korea",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 632,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "SAMYANG NC Chem 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:482630.KS|482630.KQ|482630.SS|482630.SZ",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:d941d315eb19",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "4979.TWO",
      "companyName": "LUXNET CORPORATION",
      "ticker": "4979.TWO",
      "aliases": [
        "4979.TWO"
      ],
      "securityId": "TW:4979.TWO",
      "market": "TAIWAN",
      "exchange": "TWO",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 633,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "LUXNET CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:4979.TWO",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c695aadca2ff",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5019.T",
      "companyName": "IDEMITSU KOSAN CO.LTD",
      "ticker": "5019.T",
      "aliases": [
        "5019.T"
      ],
      "securityId": "JP:5019.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 634,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "IDEMITSU KOSAN CO.LTD 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5019.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:a357b808c8e1",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5020.T",
      "companyName": "ENEOS HOLDINGS INC",
      "ticker": "5020.T",
      "aliases": [
        "5020.T"
      ],
      "securityId": "JP:5020.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 635,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "ENEOS HOLDINGS INC 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5020.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1ba712d3ee35",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5253.T",
      "companyName": "COVER CORPORATION",
      "ticker": "5253.T",
      "aliases": [
        "5253.T"
      ],
      "securityId": "JP:5253.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 636,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "COVER CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5253.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4609533f6a4e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5333.T",
      "companyName": "NGK CORP",
      "ticker": "5333.T|5333.TW|5333.HK",
      "aliases": [
        "5333.T"
      ],
      "securityId": "JP:5333.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 637,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "NGK CORP 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5333.T|5333.TW|5333.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ecc917535294",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "5802.T",
      "companyName": "SUMITOMO ELECTRIC INDUSTRIES",
      "ticker": "5802.T",
      "aliases": [
        "5802.T"
      ],
      "securityId": "JP:5802.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 638,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SUMITOMO ELECTRIC INDUSTRIES 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:5802.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:cd4da6e6b67e",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6223.T",
      "companyName": "SEIBU GIKEN CO LTD",
      "ticker": "6223.T|6223.TW|6223.HK",
      "aliases": [
        "6223.T"
      ],
      "securityId": "JP:6223.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 639,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "SEIBU GIKEN CO LTD 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6223.T|6223.TW|6223.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:7065ab3b02bd",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6268.T",
      "companyName": "NABTESCO CORP",
      "ticker": "6268.T",
      "aliases": [
        "6268.T"
      ],
      "securityId": "JP:6268.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 640,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
        "name": "应用与物理AI层",
        "shortName": "应用",
        "description": "把 AI 用到具体场景，包括 SaaS、互联网平台、医疗、金融科技、机器人、自动驾驶、航天国防。",
        "businessModel": "通过订阅、广告、交易、硬件销售、任务服务、平台佣金或行业解决方案变现。",
        "serenityFocus": "关注 AI 能否带来用户增长、转化率提升、自动化效率、产品体验或新场景需求。",
        "mainColor": "#df6b16",
        "softColor": "#fff7ed"
      },
      "primaryLayerCode": "AI_L5_APPLICATIONS_PHYSICAL_AI",
      "primaryLayerName": "应用与物理AI层",
      "secondaryLayers": [],
      "subLayer": "机器人/物理AI",
      "industryRole": "AI 进入机器人、自动驾驶、航天国防和工业自动化",
      "businessSummary": "NABTESCO CORP 暂缺完整官方业务摘要；Serenity 线索关联 机器人/物理AI。",
      "businessModelSummary": "通过软件订阅、广告、交易、硬件销售、行业解决方案或平台服务变现。",
      "aiRelevance": "AI 相关性来自 机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6268.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:4dfda3ac9fab",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6501.T",
      "companyName": "HITACHI",
      "ticker": "6501.T",
      "aliases": [
        "6501.T"
      ],
      "securityId": "JP:6501.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 641,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "HITACHI 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6501.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:54b973663805",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6503.T",
      "companyName": "MITSUBISHI ELECTRIC CORP",
      "ticker": "6503.T",
      "aliases": [
        "6503.T"
      ],
      "securityId": "JP:6503.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 642,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "MITSUBISHI ELECTRIC CORP 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6503.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:67d63994b938",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6531.TW",
      "companyName": "AP MEMORY TECHNOLOGY CORPORATIO",
      "ticker": "6531.T|6531.TW|6531.HK",
      "aliases": [
        "6531.TW"
      ],
      "securityId": "TW:6531.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 643,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "ai_apps_platforms",
        "memory_hbm_storage"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "AI 应用与平台",
      "industryRole": "AI 在软件、互联网和垂直场景中的产品化",
      "businessSummary": "AP MEMORY TECHNOLOGY CORPORATIO 暂缺完整官方业务摘要；Serenity 线索关联 AI 应用与平台、HBM/存储。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 AI 应用与平台、HBM/存储。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6531.T|6531.TW|6531.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:24cce69fbb17",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6693.HK",
      "companyName": "CHIFENG GOLD",
      "ticker": "6693.T|6693.TW|6693.HK",
      "aliases": [
        "6693.HK"
      ],
      "securityId": "HK:06693",
      "market": "HK",
      "exchange": "HKG",
      "country": "China/HK",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 644,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "CHIFENG GOLD 是 Gold & Precious Metals 相关公司；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6693.T|6693.TW|6693.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c57f3c2e3c65",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6728.T",
      "companyName": "ULVAC INC",
      "ticker": "6728.T|6728.TW|6728.HK",
      "aliases": [
        "6728.T"
      ],
      "securityId": "JP:6728.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 645,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis",
        "robotics_physical_ai"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "ULVAC INC 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料、机器人/物理AI。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料、机器人/物理AI。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6728.T|6728.TW|6728.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:f6960492ff31",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6857.T",
      "companyName": "ADVANTEST CORP",
      "ticker": "6857.T|6857.TW|6857.HK",
      "aliases": [
        "6857.T"
      ],
      "securityId": "JP:6857.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 646,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ADVANTEST CORP 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、AI 应用与平台。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6857.T|6857.TW|6857.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:ce9037e0fac9",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "688313.SS",
      "companyName": "HENAN SHIJIA PHOTONS TECHNOLOGY",
      "ticker": "688313.SS",
      "aliases": [
        "688313.SS"
      ],
      "securityId": "CN:688313.SS",
      "market": "CHINA_A",
      "exchange": "SHH",
      "country": "China A",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 647,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "HENAN SHIJIA PHOTONS TECHNOLOGY 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:688313.SS",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:c20b86c1e8d8",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "6961.T",
      "companyName": "ENPLAS CORP",
      "ticker": "6961.T|6961.TW|6961.HK",
      "aliases": [
        "6961.T"
      ],
      "securityId": "JP:6961.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 648,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics",
        "neocloud"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [
        {
          "code": "AI_L3_AI_FACTORY_INFRA",
          "name": "AI工厂与算力基础设施层"
        }
      ],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "ENPLAS CORP 暂缺完整官方业务摘要；Serenity 线索关联 光通信/CPO、NeoCloud/GPU Cloud。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO、NeoCloud/GPU Cloud。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:6961.T|6961.TW|6961.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:8514a6d1df1a",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "7794.T",
      "companyName": "EDP CORPORATION",
      "ticker": "7794.T",
      "aliases": [
        "7794.T"
      ],
      "securityId": "JP:7794.T",
      "market": "JAPAN",
      "exchange": "JPX",
      "country": "Japan",
      "region": "Asia",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 649,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "compound_semis"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "化合物半导体材料",
      "industryRole": "光通信、射频、功率与传感上游材料",
      "businessSummary": "EDP CORPORATION 暂缺完整官方业务摘要；Serenity 线索关联 化合物半导体材料。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 化合物半导体材料。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:7794.T",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:b15fb67d10b0",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "8261.TW",
      "companyName": "ADVANCED POWER ELECTRONICS",
      "ticker": "8261.T|8261.TW|8261.HK",
      "aliases": [
        "8261.TW"
      ],
      "securityId": "TW:8261.TW",
      "market": "TAIWAN",
      "exchange": "TAI",
      "country": "Taiwan",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 650,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "power_grid_800v",
        "ai_apps_platforms"
      ],
      "primaryLayer": {
        "code": "AI_L1_ENERGY",
        "name": "能源层",
        "shortName": "能源",
        "description": "为 AI 数据中心提供电力、发电、输配电、储能和能源基础设施。",
        "businessModel": "通过售电、容量合同、设备销售、工程建设或长期能源服务合同变现。",
        "serenityFocus": "关注算力扩张是否受电力、并网、土地和能源合同约束。",
        "mainColor": "#1f66d1",
        "softColor": "#eff6ff"
      },
      "primaryLayerCode": "AI_L1_ENERGY",
      "primaryLayerName": "能源层",
      "secondaryLayers": [
        {
          "code": "AI_L5_APPLICATIONS_PHYSICAL_AI",
          "name": "应用与物理AI层"
        }
      ],
      "subLayer": "电力/电网/800V",
      "industryRole": "AI 数据中心电力与能源约束",
      "businessSummary": "ADVANCED POWER ELECTRONICS 暂缺完整官方业务摘要；Serenity 线索关联 电力/电网/800V、AI 应用与平台。",
      "businessModelSummary": "通过电力、能源资产、并网能力、工程建设或长期能源合同变现。",
      "aiRelevance": "AI 相关性来自 电力/电网/800V、AI 应用与平台。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "低",
      "confidenceScore": 0.55,
      "needsReview": true,
      "evidenceGap": "需要补充官方年报、IR、交易所公告或公司官网证据来确认主营业务与 AI 相关性。",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:8261.T|8261.TW|8261.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:1622dc119657",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    },
    {
      "companyCode": "8417.HK",
      "companyName": "DADI EDU",
      "ticker": "8417.T|8417.TW|8417.HK",
      "aliases": [
        "8417.HK"
      ],
      "securityId": "HK:08417",
      "market": "HK",
      "exchange": "HKG",
      "country": "China/HK",
      "region": "Greater China",
      "serenityPostCount": 1,
      "rawTickerCount": 0,
      "frequencyRank": 651,
      "firstSeen": "",
      "lastSeen": "",
      "themes": [
        "cpo_photonics"
      ],
      "primaryLayer": {
        "code": "AI_L2_CHIPS_COMPONENTS",
        "name": "芯片与关键部件层",
        "shortName": "芯片",
        "description": "提供 GPU、ASIC、HBM、半导体制造、先进封装、光通信、服务器部件等核心硬件。",
        "businessModel": "通过芯片、材料、设备、模块、服务器和关键零部件销售变现。",
        "serenityFocus": "关注云厂商 Capex 如何传导到 GPU、ASIC、HBM、光通信和服务器供应链。",
        "mainColor": "#1f8f58",
        "softColor": "#eefbf3"
      },
      "primaryLayerCode": "AI_L2_CHIPS_COMPONENTS",
      "primaryLayerName": "芯片与关键部件层",
      "secondaryLayers": [],
      "subLayer": "光通信/CPO",
      "industryRole": "AI 集群高速互连供应链",
      "businessSummary": "DADI EDU 是 Education 相关公司；Serenity 线索关联 光通信/CPO。",
      "businessModelSummary": "通过芯片、材料、设备、模块、服务器或关键零部件销售进入 AI 硬件供应链。",
      "aiRelevance": "AI 相关性来自 光通信/CPO。",
      "evidenceSource": "Serenity 651 清单；北极星证券主表；Serenity 提及频次证据",
      "evidenceStatus": "待补证据",
      "confidence": "中",
      "confidenceScore": 0.72,
      "needsReview": false,
      "evidenceGap": "",
      "reportStatus": "暂无深度报告 / 证据缺口",
      "latestVersion": "",
      "latestReportUrl": "",
      "latestSourceFile": "",
      "sourceFile": "",
      "sourceHash": "",
      "updatedAt": "2026-06-25T21:11:14",
      "versions": [],
      "financialSummary": "",
      "financialEvidenceSourceDocumentId": "",
      "financialEvidenceId": "",
      "serenitySourceDocumentId": "serenity_ticker:8417.T|8417.TW|8417.HK",
      "serenityEvidenceId": "evidence:serenity:ticker_mentions:da488587fd09",
      "sourceDocumentCount": 0,
      "businessEvidenceCount": 0,
      "productEvidenceCount": 0,
      "relationshipEvidenceCount": 0,
      "eventEvidenceCount": 0,
      "riskEvidenceCount": 0
    }
  ]
}