205 lines
9.8 KiB
JavaScript
205 lines
9.8 KiB
JavaScript
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// ═══════════════════════════════════════════════════════════
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// companyintel.js — 公司研究資料：管理層、內部人交易、新聞、產業鏈入口
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// ═══════════════════════════════════════════════════════════
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const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
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const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';
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async function text(url, headers = {}, ms = 12000) {
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const ctrl = new AbortController();
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const timer = setTimeout(() => ctrl.abort(), ms);
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try {
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const res = await fetch(url, { headers: { 'User-Agent': UA, ...headers }, signal: ctrl.signal });
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if (!res.ok) throw new Error(`HTTP ${res.status}`);
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return await res.text();
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} finally { clearTimeout(timer); }
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}
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async function json(url, headers = {}, ms = 12000) {
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return JSON.parse(await text(url, { Accept: 'application/json,text/plain,*/*', ...headers }, ms));
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}
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const strip = (s) => String(s || '').replace(/<[^>]+>/g, ' ').replace(/\s+/g, ' ').trim();
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const num = (s) => {
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if (s == null) return null;
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const n = Number(String(s).replace(/[$,%\s,]/g, ''));
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return Number.isFinite(n) ? n : null;
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};
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const tag = (src, name) => src.match(new RegExp(`<${name}>([\\s\\S]*?)<\\/${name}>`, 'i'))?.[1]?.trim() || null;
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let _tickerMap = null;
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async function tickerToCik(symbol) {
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if (!_tickerMap) {
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const d = await json('https://www.sec.gov/files/company_tickers.json', { 'User-Agent': SEC_UA });
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_tickerMap = {};
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for (const k of Object.keys(d)) _tickerMap[String(d[k].ticker).toUpperCase()] = { cik: String(d[k].cik_str).padStart(10, '0'), name: d[k].title };
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}
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return _tickerMap[symbol] || null;
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}
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let _auth = { cookie: null, crumb: null, at: 0 };
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async function yahooAuth() {
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if (_auth.crumb && Date.now() - _auth.at < 3600e3) return _auth;
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const r1 = await fetch('https://fc.yahoo.com/', { headers: { 'User-Agent': UA } }).catch(() => null);
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const cookie = (r1 && (r1.headers.get('set-cookie') || '')).split(';')[0] || '';
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const r2 = await fetch('https://query2.finance.yahoo.com/v1/test/getcrumb', { headers: { 'User-Agent': UA, Cookie: cookie } });
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const crumb = (await r2.text()).trim();
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if (!crumb || crumb.includes('<')) throw new Error('無法取得 Yahoo crumb');
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_auth = { cookie, crumb, at: Date.now() };
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return _auth;
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}
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async function fetchManagement(symbol) {
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try {
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const { cookie, crumb } = await yahooAuth();
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const d = await json(`https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(symbol)}?modules=assetProfile&crumb=${encodeURIComponent(crumb)}`, { Cookie: cookie });
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const p = d?.quoteSummary?.result?.[0]?.assetProfile || {};
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return {
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sector: p.sector || null,
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industry: p.industry || null,
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website: p.website || null,
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fullTimeEmployees: p.fullTimeEmployees ?? null,
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officers: (p.companyOfficers || []).slice(0, 10).map(o => ({
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name: o.name || '',
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title: o.title || '',
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age: o.age ?? null,
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fiscalYear: o.fiscalYear ?? null,
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totalPay: o.totalPay?.raw ?? null,
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})),
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source: 'Yahoo assetProfile',
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};
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} catch {
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return { officers: [], source: null };
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}
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}
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function parseForm4(txt, filing) {
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const xml = txt.slice(txt.indexOf('<ownershipDocument'));
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const ownerBlock = xml.match(/<reportingOwner>([\s\S]*?)<\/reportingOwner>/i)?.[1] || '';
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const issuerBlock = xml.match(/<issuer>([\s\S]*?)<\/issuer>/i)?.[1] || '';
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const relBlock = ownerBlock.match(/<reportingOwnerRelationship>([\s\S]*?)<\/reportingOwnerRelationship>/i)?.[1] || '';
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const txBlocks = [...xml.matchAll(/<nonDerivativeTransaction>([\s\S]*?)<\/nonDerivativeTransaction>/gi)].map(m => m[1]);
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const transactions = txBlocks.slice(0, 8).map(b => ({
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date: tag(b, 'transactionDate') ? tag(tag(b, 'transactionDate'), 'value') : null,
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code: tag(b, 'transactionCode') || null,
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acquiredDisposed: tag(tag(b, 'transactionAcquiredDisposedCode') || '', 'value'),
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shares: num(tag(tag(b, 'transactionShares') || '', 'value')),
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price: num(tag(tag(b, 'transactionPricePerShare') || '', 'value')),
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ownedAfter: num(tag(tag(b, 'sharesOwnedFollowingTransaction') || '', 'value')),
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})).filter(t => t.shares != null || t.code);
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const acquired = transactions.filter(t => t.acquiredDisposed === 'A').reduce((a, t) => a + (t.shares || 0), 0);
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const disposed = transactions.filter(t => t.acquiredDisposed === 'D').reduce((a, t) => a + (t.shares || 0), 0);
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return {
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filingDate: filing.date,
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reportDate: tag(xml, 'periodOfReport'),
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owner: tag(ownerBlock, 'rptOwnerName') || strip(txt.match(/COMPANY CONFORMED NAME:\s*([^\n]+)/)?.[1]),
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issuer: tag(issuerBlock, 'issuerName'),
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title: tag(relBlock, 'officerTitle') || (tag(relBlock, 'isDirector') === '1' ? 'Director' : ''),
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isDirector: tag(relBlock, 'isDirector') === '1',
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isOfficer: tag(relBlock, 'isOfficer') === '1',
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acquired, disposed,
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signal: acquired > disposed ? 'acquire' : disposed > acquired ? 'dispose' : 'mixed',
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transactions,
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url: filing.url,
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};
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}
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async function fetchInsiderTransactions(symbol) {
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const hit = await tickerToCik(symbol);
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if (!hit) return [];
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const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
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const f = sub.filings?.recent || {};
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const filings = [];
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for (let i = 0; i < (f.form || []).length && filings.length < 8; i++) {
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if (f.form[i] !== '4') continue;
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const accn = f.accessionNumber[i];
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const accNo = accn.replace(/-/g, '');
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filings.push({
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date: f.filingDate[i],
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accn,
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url: `https://www.sec.gov/Archives/edgar/data/${Number(hit.cik)}/${accNo}/${accn}.txt`,
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});
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}
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const out = [];
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for (const filing of filings.slice(0, 5)) {
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try { out.push(parseForm4(await text(filing.url, { 'User-Agent': SEC_UA }), filing)); }
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catch { /* keep going */ }
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}
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return out;
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}
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async function fetchNews(symbol) {
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const d = await json(`https://api.nasdaq.com/api/news/topic/articlebysymbol?q=${encodeURIComponent(symbol)}|stocks&offset=0&limit=8&fallback=true`, {
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Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
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}).catch(() => null);
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return (d?.data?.rows || []).slice(0, 8).map(r => ({
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title: r.title,
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publisher: r.publisher,
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created: r.created || r.ago,
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description: strip(r.description || ''),
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url: r.url ? (r.url.startsWith('http') ? r.url : `https://www.nasdaq.com${r.url}`) : null,
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relatedSymbols: (r.related_symbols || []).map(x => String(x).split('|')[0].toUpperCase()).filter(Boolean),
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}));
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}
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function industryChain(symbol, profile = {}) {
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const industry = `${profile.industry || ''} ${profile.sector || ''}`.toLowerCase();
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const maps = [
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{
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match: /semiconductor|chip|accelerated|technology/,
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upstream: ['EDA/IP 軟體', '晶圓代工', '先進封裝', 'HBM/記憶體', '半導體設備', 'ABF/載板'],
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peers: ['AMD', 'AVGO', 'QCOM', 'MRVL', 'TSM', 'ASML', 'MU'],
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downstream: ['雲端資料中心', 'AI 伺服器 OEM/ODM', '企業 AI 軟體', '自駕車/機器人', '遊戲與工作站'],
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},
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{
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match: /software|internet|communication|media/,
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upstream: ['雲端基礎設施', '資料中心', '廣告技術', '內容/資料供應商'],
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peers: ['MSFT', 'GOOGL', 'META', 'AMZN', 'CRM', 'ORCL'],
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downstream: ['企業客戶', '消費者流量', '開發者生態', '廣告主'],
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},
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{
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match: /consumer|retail|apparel/,
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upstream: ['原物料', '製造代工', '物流倉儲', '通路平台'],
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peers: ['AMZN', 'WMT', 'COST', 'TGT', 'NKE'],
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downstream: ['消費者', '會員訂閱', '門市/電商通路'],
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},
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];
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const hit = maps.find(m => m.match.test(industry)) || {
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upstream: ['原物料/零組件', '設備與服務供應商', '物流與通路', '資本支出供應商'],
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peers: [],
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downstream: ['終端客戶', '企業採購', '通路夥伴', '替代產品'],
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};
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const q = encodeURIComponent(`${symbol} suppliers customers upstream downstream competitors`);
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return {
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upstream: hit.upstream,
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peers: hit.peers.filter(s => s !== symbol),
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downstream: hit.downstream,
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searches: [
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{ label: '供應商 / 客戶', url: `https://www.google.com/search?q=${q}` },
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{ label: '10-K supply chain', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} 10-K suppliers customers supply chain`)}` },
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{ label: '同業比較', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} competitors industry peers`)}` },
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],
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};
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}
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export async function getCompanyIntel(symbol, profile = {}) {
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symbol = String(symbol || '').trim().toUpperCase();
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const [management, insiders, news] = await Promise.all([
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fetchManagement(symbol),
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fetchInsiderTransactions(symbol).catch(() => []),
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fetchNews(symbol).catch(() => []),
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]);
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return {
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symbol,
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updatedAt: new Date().toISOString(),
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management: {
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...management,
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searches: [
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{ label: '管理層 / Leadership', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} executive officers management leadership`)}` },
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{ label: 'Proxy / DEF 14A', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} DEF 14A executive compensation board directors`)}` },
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{ label: 'Investor relations', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} investor relations leadership`)}` },
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],
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},
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insiders,
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news,
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industryChain: industryChain(symbol, { ...profile, ...management }),
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sources: ['Yahoo assetProfile', 'SEC Form 4', 'Nasdaq News'],
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};
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}
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