[
  {
    "name": "AI 硬件链",
    "theme": "Growth",
    "notes": "把 AI 服务器、PCB、光模块和上游算力链放在一起，方便做主线跟踪。",
    "symbols": ["300476", "2476", "002463", "300502", "601138"]
  },
  {
    "name": "半导体",
    "theme": "Semis",
    "notes": "围绕芯片制造和射频器件，适合和海外算力主线一起观察。",
    "symbols": ["0981", "300782"]
  },
  {
    "name": "海外科技",
    "theme": "US Tech",
    "notes": "用来承接美股科技和云计算相关的观察。",
    "symbols": ["NVDA", "ORCL"]
  },
  {
    "name": "港股与主题 ETF",
    "theme": "Allocation",
    "notes": "把港股科技和指数工具放在一起，看情绪和仓位表达更方便。",
    "symbols": ["1762", "513130", "512800", "159952"]
  },
  {
    "name": "观察仓",
    "theme": "Special Situations",
    "notes": "把风格不完全一致、但你还想继续观察的标的先收纳在这里。",
    "symbols": ["600337", "002360", "600763", "002246", "300308"]
  }
]