갱신: 전 상장사 분석 렌즈 대표 제품 JSON

landing/lenses/000010.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -521,15 +521,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -540,10 +540,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -551,44 +551,44 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
@@ -599,7 +599,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -607,7 +607,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -615,7 +615,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -623,7 +623,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -631,7 +631,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -639,7 +639,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000020.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -934,14 +934,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1061,10 +1061,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1107,7 +1107,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1127,8 +1127,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1149,8 +1149,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1185,7 +1185,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1241,15 +1241,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1260,10 +1260,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1271,51 +1271,28 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000020/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1323,7 +1300,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 ���측과 직전 변화"
         },
         {
@@ -1331,7 +1308,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1541,7 +1518,7 @@
         "patternId": "fundamentalPriceDivergence",
         "kind": "divergence",
         "status": "active",
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "headline": {
           "kr": "펀더멘털과 가격 반응이 갈립니다",
           "en": "Fundamentals and price reaction diverge"
@@ -1563,7 +1540,7 @@
             "basis": "marketBehavior",
             "direction": "adverse",
             "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
+            "asOf": "2026-09-06",
             "dataAsOf": "2025",
             "period": "2025",
             "status": "observed",
@@ -1581,8 +1558,8 @@
             "basis": "marketBehavior",
             "direction": "supportive",
             "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
             "period": "2025",
             "status": "observed",
             "sourceRef": "dartlab://quant/verdict",

landing/lenses/000030.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -521,10 +521,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": null,
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -609,15 +609,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -628,10 +628,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -639,44 +639,44 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
@@ -687,7 +687,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -695,7 +695,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -703,7 +703,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -711,7 +711,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -719,7 +719,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -727,7 +727,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000040.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -130,7 +130,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -166,7 +166,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -187,7 +187,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -223,7 +223,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -244,7 +244,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -280,7 +280,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -555,18 +555,18 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
         "label": "dCR-B+",
-        "summary": "dCR 위험점수 54.01, 전망 긍정적, 유효 축 가중치 95.0%입니다."
+        "summary": "dCR 위험점수 54.46, 전망 긍정적, 유효 축 가중치 95.0%입니다."
       },
       "confidence": {
         "level": "high",
@@ -623,7 +623,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -642,7 +642,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -661,7 +661,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -680,7 +680,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -751,14 +751,14 @@
           "id": "base",
           "label": "기준",
           "grade": "dCR-B+",
-          "score": 54.01,
+          "score": 54.46,
           "assumptions": {}
         },
         {
           "id": "moderateStress",
           "label": "중간 하방 스트레스",
-          "grade": "dCR-B+",
-          "score": 54.73,
+          "grade": "dCR-B",
+          "score": 55.07,
           "assumptions": {
             "scenarioStress": "moderate"
           }
@@ -774,6 +774,11 @@
           "id": "weakAxisDeterioration",
           "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.",
           "sourceRef": "axes.채무상환능력"
+        },
+        {
+          "id": "stressDowngrade",
+          "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때",
+          "sourceRef": "scenarios.moderateStress"
         }
       ],
       "payload": {
@@ -860,14 +865,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -987,19 +992,19 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "펀더멘털과 가격 확인",
-        "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
+        "label": "괴리 판단 보류",
+        "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
       },
       "confidence": {
-        "level": "high",
-        "score": 100.0,
+        "level": "medium",
+        "score": 65.0,
         "method": "threeBlockCoverageAndSignalClarity"
       },
       "drivers": [
@@ -1020,8 +1025,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
-          "direction": "positive",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1033,7 +1038,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1053,8 +1058,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1066,17 +1071,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "confirmation"
+          "relation": "inconclusive"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1086,7 +1091,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1111,7 +1116,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1139,13 +1144,13 @@
         {
           "id": "reversal",
           "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
-          "classification": "inconclusive"
+          "classification": "reassessment"
         }
       ],
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
+          "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
         }
       ],
       "payload": {
@@ -1154,7 +1159,7 @@
           "expectation",
           "price"
         ],
-        "classification": "confirmation"
+        "classification": "inconclusive"
       }
     },
     "macro": {
@@ -1167,15 +1172,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1186,10 +1191,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1197,60 +1202,37 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000040/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1258,7 +1240,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1266,7 +1248,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1274,7 +1256,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {

landing/lenses/000050.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -618,13 +618,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -686,7 +686,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -705,7 +705,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -724,7 +724,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -743,7 +743,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -922,14 +922,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1049,19 +1049,19 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2023",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "괴리 판단 보류",
-        "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
+        "label": "실적 악화 가격 반영",
+        "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다."
       },
       "confidence": {
-        "level": "medium",
-        "score": 65.0,
+        "level": "high",
+        "score": 100.0,
         "method": "threeBlockCoverageAndSignalClarity"
       },
       "drivers": [
@@ -1082,8 +1082,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.0,
-          "direction": "neutral",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1095,7 +1095,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2023",
           "period": "2023",
           "status": "observed",
@@ -1115,8 +1115,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2023",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1128,17 +1128,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "inconclusive"
+          "relation": "deteriorationPriced"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "neutral",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2023",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1148,7 +1148,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.0
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1173,7 +1173,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1207,7 +1207,7 @@
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
+          "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함"
         }
       ],
       "payload": {
@@ -1216,7 +1216,7 @@
           "expectation",
           "price"
         ],
-        "classification": "inconclusive"
+        "classification": "deteriorationPriced"
       }
     },
     "macro": {
@@ -1229,15 +1229,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1248,10 +1248,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1259,51 +1259,28 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000050/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1311,7 +1288,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1319,7 +1296,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {

landing/lenses/000060.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -113,7 +113,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -133,7 +133,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -154,7 +154,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -174,7 +174,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -195,7 +195,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -215,7 +215,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -484,13 +484,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -672,14 +672,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -794,10 +794,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": null,
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -833,7 +833,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -853,7 +853,7 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": null,
           "period": "2025",
           "status": "derived",
@@ -944,15 +944,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -963,10 +963,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -974,78 +974,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000060/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1053,7 +1030,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1061,7 +1038,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1069,7 +1046,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1077,7 +1054,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1085,7 +1062,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000070.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -139,7 +139,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -196,7 +196,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -253,7 +253,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -310,7 +310,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -629,13 +629,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -784,14 +784,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -911,10 +911,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -944,7 +944,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -957,7 +957,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -977,8 +977,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -999,8 +999,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1010,7 +1010,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1035,7 +1035,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1091,15 +1091,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1110,10 +1110,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1121,42 +1121,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000070/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1164,7 +1141,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1380,7 +1357,7 @@
         "patternId": "fundamentalPriceDivergence",
         "kind": "divergence",
         "status": "active",
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "headline": {
           "kr": "펀더멘털과 가격 반응이 갈립니다",
           "en": "Fundamentals and price reaction diverge"
@@ -1402,7 +1379,7 @@
             "basis": "marketBehavior",
             "direction": "adverse",
             "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
+            "asOf": "2026-09-06",
             "dataAsOf": "2025",
             "period": "2025",
             "status": "observed",
@@ -1420,15 +1397,15 @@
             "basis": "marketBehavior",
             "direction": "supportive",
             "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
             "period": "2025",
             "status": "observed",
             "sourceRef": "dartlab://quant/verdict",
             "evidenceRefs": [
               "quant.price"
             ],
-            "value": 0.25
+            "value": 0.5
           }
         ],
         "falsifiers": [

landing/lenses/000080.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -618,13 +618,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -686,7 +686,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -705,7 +705,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -724,7 +724,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -743,7 +743,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -926,14 +926,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1053,10 +1053,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1099,7 +1099,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1119,8 +1119,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1141,8 +1141,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1177,7 +1177,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1233,15 +1233,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1252,10 +1252,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1263,60 +1263,37 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000080/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1324,7 +1301,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1332,7 +1309,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1340,7 +1317,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {

landing/lenses/000100.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -620,13 +620,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -688,7 +688,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -707,7 +707,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -726,7 +726,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -745,7 +745,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -909,7 +909,7 @@
         "pdEstimate": 0.15,
         "notchAdjustment": null,
         "divergenceExplanation": [
-          "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -924,14 +924,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1051,19 +1051,19 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "펀더멘털과 가격 확인",
-        "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
+        "label": "괴리 판단 보류",
+        "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
       },
       "confidence": {
-        "level": "high",
-        "score": 100.0,
+        "level": "medium",
+        "score": 65.0,
         "method": "threeBlockCoverageAndSignalClarity"
       },
       "drivers": [
@@ -1084,8 +1084,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
-          "direction": "positive",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -1097,7 +1097,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1117,8 +1117,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1130,17 +1130,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "confirmation"
+          "relation": "inconclusive"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1150,7 +1150,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -1175,7 +1175,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1203,13 +1203,13 @@
         {
           "id": "reversal",
           "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
-          "classification": "inconclusive"
+          "classification": "reassessment"
         }
       ],
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
+          "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
         }
       ],
       "payload": {
@@ -1218,7 +1218,7 @@
           "expectation",
           "price"
         ],
-        "classification": "confirmation"
+        "classification": "inconclusive"
       }
     },
     "macro": {
@@ -1231,15 +1231,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1250,10 +1250,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1261,42 +1261,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000100/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1304,7 +1281,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000110.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -521,15 +521,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -540,10 +540,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -551,44 +551,44 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
@@ -599,7 +599,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -607,7 +607,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -615,7 +615,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -623,7 +623,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -631,7 +631,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -639,7 +639,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000120.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -620,13 +620,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -688,7 +688,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -707,7 +707,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -726,7 +726,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -745,7 +745,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -921,7 +921,7 @@
         },
         "divergenceExplanation": [
           "유동성 축이 55점으로 등급 하방 압력",
-          "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과",
           "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
@@ -937,14 +937,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -1059,10 +1059,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1105,7 +1105,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1125,8 +1125,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1147,8 +1147,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1183,7 +1183,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1239,15 +1239,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1258,10 +1258,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1269,78 +1269,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000120/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1348,7 +1325,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1356,7 +1333,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1364,7 +1341,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1372,7 +1349,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1380,7 +1357,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {
@@ -1704,7 +1681,7 @@
         "patternId": "fundamentalPriceDivergence",
         "kind": "divergence",
         "status": "active",
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "headline": {
           "kr": "펀더멘털과 가격 반응이 갈립니다",
           "en": "Fundamentals and price reaction diverge"
@@ -1726,7 +1703,7 @@
             "basis": "marketBehavior",
             "direction": "supportive",
             "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
+            "asOf": "2026-09-06",
             "dataAsOf": "2025",
             "period": "2025",
             "status": "observed",
@@ -1744,8 +1721,8 @@
             "basis": "marketBehavior",
             "direction": "adverse",
             "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
             "period": "2025",
             "status": "observed",
             "sourceRef": "dartlab://quant/verdict",

landing/lenses/000140.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -139,7 +139,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -196,7 +196,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -253,7 +253,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -310,7 +310,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -628,13 +628,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -847,14 +847,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -969,15 +969,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2023",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "가격 기대 과열 가능성",
-        "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다."
+        "label": "실적 악화 가격 반영",
+        "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다."
       },
       "confidence": {
         "level": "high",
@@ -1002,8 +1002,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
-          "direction": "positive",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1015,7 +1015,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2023",
           "period": "2023",
           "status": "observed",
@@ -1035,8 +1035,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2023",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1048,17 +1048,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "overOptimism"
+          "relation": "deteriorationPriced"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2023",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1068,7 +1068,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1093,7 +1093,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1127,7 +1127,7 @@
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
+          "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함"
         }
       ],
       "payload": {
@@ -1136,7 +1136,7 @@
           "expectation",
           "price"
         ],
-        "classification": "overOptimism"
+        "classification": "deteriorationPriced"
       }
     },
     "macro": {
@@ -1149,15 +1149,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1168,10 +1168,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1179,78 +1179,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000140/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1258,7 +1235,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1266,7 +1243,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1274,7 +1251,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1282,7 +1259,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1290,7 +1267,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {
@@ -1620,88 +1597,12 @@
   "noComposite": true,
   "tensions": {
     "schemaVersion": 1,
-    "items": [
-      {
-        "schemaVersion": 1,
-        "id": "fundamentalPriceDivergence:3800457a0dc1",
-        "target": "000140",
-        "patternId": "fundamentalPriceDivergence",
-        "kind": "divergence",
-        "status": "active",
-        "asOf": "2026-08-30",
-        "headline": {
-          "kr": "펀더멘털과 가격 반응이 갈립니다",
-          "en": "Fundamentals and price reaction diverge"
-        },
-        "mechanism": {
-          "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.",
-          "en": "Filing-based change and market price point in opposite directions."
-        },
-        "question": {
-          "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.",
-          "en": "Check whether price missed the change or the filings lag an emerging risk."
-        },
-        "sides": [
-          {
-            "engine": "quant",
-            "claimId": "quant.fundamental",
-            "label": "공시 이익 변화",
-            "comparisonKey": "fundamentalMomentum",
-            "basis": "marketBehavior",
-            "direction": "adverse",
-            "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2023",
-            "period": "2023",
-            "status": "observed",
-            "sourceRef": "dartlab://quant/earnings",
-            "evidenceRefs": [
-              "quant.fundamental"
-            ],
-            "value": -1.0
-          },
-          {
-            "engine": "quant",
-            "claimId": "quant.priceReaction",
-            "label": "가격 반응",
-            "comparisonKey": "marketReaction",
-            "basis": "marketBehavior",
-            "direction": "supportive",
-            "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
-            "period": "2023",
-            "status": "observed",
-            "sourceRef": "dartlab://quant/verdict",
-            "evidenceRefs": [
-              "quant.price"
-            ],
-            "value": 0.5
-          }
-        ],
-        "falsifiers": [
-          {
-            "id": "quant.classificationBreak",
-            "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함"
-          }
-        ],
-        "gaps": [
-          {
-            "id": "quant.quant.analystConsensus",
-            "status": "unsupported",
-            "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.",
-            "sourceRef": "dartlab://gather/revenueConsensus"
-          }
-        ],
-        "algorithmVersion": "1",
-        "noComposite": true
-      }
-    ],
+    "items": [],
     "evaluations": [
       {
         "patternId": "fundamentalPriceDivergence",
-        "status": "active",
-        "reason": "active"
+        "status": "clear",
+        "reason": "aligned"
       },
       {
         "patternId": "earningsCashDivergence",

landing/lenses/000150.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -619,13 +619,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -687,7 +687,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -706,7 +706,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -725,7 +725,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -744,7 +744,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -933,14 +933,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1060,10 +1060,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1093,8 +1093,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.0,
-          "direction": "neutral",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1106,7 +1106,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1126,8 +1126,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1146,10 +1146,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "neutral",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1159,7 +1159,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.0
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1184,7 +1184,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1240,15 +1240,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1259,10 +1259,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1270,42 +1270,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000150/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1313,7 +1290,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000180.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -918,7 +918,7 @@
         "divergenceExplanation": [
           "유동성 축이 54점으로 등급 하방 압력",
           "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가",
-          "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과",
           "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
@@ -934,14 +934,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1061,10 +1061,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1107,7 +1107,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1127,8 +1127,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1149,8 +1149,8 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1185,7 +1185,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1241,15 +1241,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1260,10 +1260,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1271,42 +1271,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000180/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1314,7 +1291,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/0001A0.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -57,7 +57,7 @@
         {
           "id": "debtRatio",
           "label": "부채비율",
-          "value": 55.27,
+          "value": 62.09,
           "unit": "%",
           "direction": "positive",
           "scoreContribution": 1,
@@ -209,7 +209,7 @@
             {
               "id": "debtRatio",
               "label": "부채비율",
-              "value": 55.27,
+              "value": 62.09,
               "unit": "%",
               "direction": "positive",
               "scoreContribution": 1,
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -266,21 +266,21 @@
         {
           "id": "axis.자본구조",
           "label": "자본구조",
-          "value": 8.35,
+          "value": 15.77,
           "unit": "riskScore",
           "direction": "positive",
           "weight": 15,
-          "contribution": 1.25,
+          "contribution": 2.37,
           "sourceRef": "axes.자본구조"
         },
         {
           "id": "axis.유동성",
           "label": "유동성",
-          "value": 30.63,
+          "value": 34.09,
           "unit": "riskScore",
           "direction": "negative",
           "weight": 15,
-          "contribution": 4.59,
+          "contribution": 5.11,
           "sourceRef": "axes.유동성"
         }
       ],
@@ -291,14 +291,14 @@
           "kind": "creditAxis",
           "sourceRef": "dartlab://credit/0001A0/axes/자본구조",
           "status": "derived",
-          "detail": "위험점수 8.35, 가중치 15%"
+          "detail": "위험점수 15.77, 가중치 15%"
         },
         {
           "id": "credit.axis.유동성",
           "kind": "creditAxis",
           "sourceRef": "dartlab://credit/0001A0/axes/유동성",
           "status": "derived",
-          "detail": "위험점수 30.63, 가중치 15%"
+          "detail": "위험점수 34.09, 가중치 15%"
         },
         {
           "id": "credit.axis.재무신뢰성",
@@ -371,9 +371,9 @@
         "gradeHistory": [
           {
             "period": "2026",
-            "score": 6.64,
-            "grade": "AA",
-            "pdEstimate": 0.02
+            "score": 11.79,
+            "grade": "A+",
+            "pdEstimate": 0.04
           }
         ],
         "coverage": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -526,10 +526,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -558,8 +558,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -578,8 +578,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -598,7 +598,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -666,15 +666,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -685,10 +685,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -696,17 +696,17 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         }
       ],
@@ -717,7 +717,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -725,7 +725,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -733,7 +733,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {

landing/lenses/000210.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -619,13 +619,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -687,7 +687,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -706,7 +706,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -725,7 +725,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -744,7 +744,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -930,14 +930,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1057,10 +1057,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1090,7 +1090,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
+          "score": 0.25,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1103,7 +1103,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1123,8 +1123,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1145,8 +1145,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1156,7 +1156,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": 0.25
         }
       ],
       "evidence": [
@@ -1181,7 +1181,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1237,15 +1237,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1256,10 +1256,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1267,42 +1267,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000210/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1310,7 +1287,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000220.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2018",
@@ -52,10 +52,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -135,7 +135,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -167,7 +167,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -188,7 +188,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -220,7 +220,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -241,7 +241,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -273,7 +273,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -294,7 +294,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -326,7 +326,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -609,13 +609,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -677,7 +677,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -696,7 +696,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -715,7 +715,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -734,7 +734,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -899,7 +899,7 @@
         "notchAdjustment": null,
         "divergenceExplanation": [
           "유동성 축이 33점으로 등급 하방 압력",
-          "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -914,14 +914,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1041,10 +1041,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1074,7 +1074,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1087,7 +1087,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1107,8 +1107,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1129,8 +1129,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1140,7 +1140,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1165,7 +1165,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1221,15 +1221,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1240,10 +1240,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1251,42 +1251,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000220/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1294,7 +1271,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000230.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -916,7 +916,7 @@
         },
         "divergenceExplanation": [
           "유동성 축이 32점으로 등급 하방 압력",
-          "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.06%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과",
           "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
@@ -932,14 +932,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1059,15 +1059,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "펀더멘털과 가격 확인",
-        "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
+        "label": "펀더멘털 개선 미반영",
+        "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다."
       },
       "confidence": {
         "level": "high",
@@ -1092,8 +1092,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
-          "direction": "positive",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1105,7 +1105,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1125,8 +1125,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1138,17 +1138,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "confirmation"
+          "relation": "underReaction"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1158,7 +1158,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1183,7 +1183,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1211,13 +1211,13 @@
         {
           "id": "reversal",
           "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
-          "classification": "inconclusive"
+          "classification": "reassessment"
         }
       ],
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
+          "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨"
         }
       ],
       "payload": {
@@ -1226,7 +1226,7 @@
           "expectation",
           "price"
         ],
-        "classification": "confirmation"
+        "classification": "underReaction"
       }
     },
     "macro": {
@@ -1239,15 +1239,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1258,10 +1258,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1269,60 +1269,37 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000230/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1330,7 +1307,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1338,7 +1315,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1346,7 +1323,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1582,12 +1559,88 @@
   "noComposite": true,
   "tensions": {
     "schemaVersion": 1,
-    "items": [],
+    "items": [
+      {
+        "schemaVersion": 1,
+        "id": "fundamentalPriceDivergence:9ec80d8062eb",
+        "target": "000230",
+        "patternId": "fundamentalPriceDivergence",
+        "kind": "divergence",
+        "status": "active",
+        "asOf": "2026-09-06",
+        "headline": {
+          "kr": "펀더멘털과 가격 반응이 갈립니다",
+          "en": "Fundamentals and price reaction diverge"
+        },
+        "mechanism": {
+          "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.",
+          "en": "Filing-based change and market price point in opposite directions."
+        },
+        "question": {
+          "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.",
+          "en": "Check whether price missed the change or the filings lag an emerging risk."
+        },
+        "sides": [
+          {
+            "engine": "quant",
+            "claimId": "quant.fundamental",
+            "label": "공시 이익 변화",
+            "comparisonKey": "fundamentalMomentum",
+            "basis": "marketBehavior",
+            "direction": "supportive",
+            "horizon": "latestPeriod",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2025",
+            "period": "2025",
+            "status": "observed",
+            "sourceRef": "dartlab://quant/earnings",
+            "evidenceRefs": [
+              "quant.fundamental"
+            ],
+            "value": 0.623
+          },
+          {
+            "engine": "quant",
+            "claimId": "quant.priceReaction",
+            "label": "가격 반응",
+            "comparisonKey": "marketReaction",
+            "basis": "marketBehavior",
+            "direction": "adverse",
+            "horizon": "currentMarket",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
+            "period": "2025",
+            "status": "observed",
+            "sourceRef": "dartlab://quant/verdict",
+            "evidenceRefs": [
+              "quant.price"
+            ],
+            "value": -0.5
+          }
+        ],
+        "falsifiers": [
+          {
+            "id": "quant.classificationBreak",
+            "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨"
+          }
+        ],
+        "gaps": [
+          {
+            "id": "quant.quant.analystConsensus",
+            "status": "unsupported",
+            "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.",
+            "sourceRef": "dartlab://gather/revenueConsensus"
+          }
+        ],
+        "algorithmVersion": "1",
+        "noComposite": true
+      }
+    ],
     "evaluations": [
       {
         "patternId": "fundamentalPriceDivergence",
-        "status": "clear",
-        "reason": "aligned"
+        "status": "active",
+        "reason": "active"
       },
       {
         "patternId": "earningsCashDivergence",

landing/lenses/000240.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -620,13 +620,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -775,14 +775,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -902,10 +902,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -948,7 +948,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -968,8 +968,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -990,8 +990,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1026,7 +1026,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1082,15 +1082,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1101,10 +1101,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1112,42 +1112,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000240/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1155,7 +1132,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1401,7 +1378,7 @@
         "patternId": "fundamentalPriceDivergence",
         "kind": "divergence",
         "status": "active",
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "headline": {
           "kr": "펀더멘털과 가격 반응이 갈립니다",
           "en": "Fundamentals and price reaction diverge"
@@ -1423,7 +1400,7 @@
             "basis": "marketBehavior",
             "direction": "supportive",
             "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
+            "asOf": "2026-09-06",
             "dataAsOf": "2025",
             "period": "2025",
             "status": "observed",
@@ -1441,8 +1418,8 @@
             "basis": "marketBehavior",
             "direction": "adverse",
             "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
             "period": "2025",
             "status": "observed",
             "sourceRef": "dartlab://quant/verdict",

landing/lenses/000250.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,18 +621,18 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "dCR-BBB+",
-        "summary": "dCR 위험점수 25.31, 전망 안정적, 유효 축 가중치 95.0%입니다."
+        "label": "dCR-BBB",
+        "summary": "dCR 위험점수 27.56, 전망 안정적, 유효 축 가중치 95.0%입니다."
       },
       "confidence": {
         "level": "high",
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -816,15 +816,15 @@
         {
           "id": "base",
           "label": "기준",
-          "grade": "dCR-BBB+",
-          "score": 25.31,
+          "grade": "dCR-BBB",
+          "score": 27.56,
           "assumptions": {}
         },
         {
           "id": "moderateStress",
           "label": "중간 하방 스트레스",
-          "grade": "dCR-BBB+",
-          "score": 26.05,
+          "grade": "dCR-BBB",
+          "score": 28.3,
           "assumptions": {
             "scenarioStress": "moderate"
           }
@@ -907,7 +907,7 @@
           "weightCoverage": 95.0
         },
         "eCR": "eCR-4",
-        "pdEstimate": 0.15,
+        "pdEstimate": 0.25,
         "notchAdjustment": {
           "totalNotch": 1,
           "reasons": [
@@ -917,6 +917,7 @@
         "divergenceExplanation": [
           "현금흐름 축이 43점으로 등급 하방 압력",
           "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가",
+          "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -931,14 +932,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1058,10 +1059,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1091,7 +1092,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": -0.5,
+          "score": -0.25,
           "direction": "negative",
           "sourceRef": "price.score"
         }
@@ -1104,7 +1105,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1124,8 +1125,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1146,8 +1147,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1157,7 +1158,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": -0.5
+          "value": -0.25
         }
       ],
       "evidence": [
@@ -1182,7 +1183,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1238,15 +1239,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1257,10 +1258,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1268,42 +1269,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000250/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1311,7 +1289,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000270.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2018",
@@ -52,10 +52,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -135,7 +135,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -167,7 +167,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -188,7 +188,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -220,7 +220,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -241,7 +241,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -273,7 +273,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -294,7 +294,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2018",
@@ -326,7 +326,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -610,13 +610,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -678,7 +678,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -697,7 +697,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -716,7 +716,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -735,7 +735,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -914,14 +914,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1041,10 +1041,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1087,7 +1087,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1107,8 +1107,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1129,8 +1129,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1165,7 +1165,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1221,15 +1221,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1240,10 +1240,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1251,69 +1251,46 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000270/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1321,7 +1298,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1329,7 +1306,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1337,7 +1314,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1345,7 +1322,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000300.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -139,7 +139,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -196,7 +196,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -253,7 +253,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -310,7 +310,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -632,13 +632,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -851,14 +851,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -978,10 +978,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": "2026-01-14",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1024,7 +1024,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1044,7 +1044,7 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2026-01-14",
           "period": "2025",
           "status": "derived",
@@ -1066,7 +1066,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2026-01-14",
           "period": "2025",
           "status": "observed",
@@ -1158,15 +1158,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1177,10 +1177,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1188,42 +1188,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000300/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1231,7 +1208,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000320.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2016",
@@ -56,10 +56,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -139,7 +139,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -175,7 +175,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -196,7 +196,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -232,7 +232,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -253,7 +253,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -289,7 +289,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -310,7 +310,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2016",
@@ -346,7 +346,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -631,13 +631,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2024",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2024",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -786,14 +786,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -913,10 +913,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -946,7 +946,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -959,7 +959,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -979,8 +979,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1001,8 +1001,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1012,7 +1012,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1037,7 +1037,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1093,15 +1093,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1112,10 +1112,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1123,42 +1123,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000320/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1166,7 +1143,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000370.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -293,13 +293,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -481,14 +481,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
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       "status": "blocked",
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@@ -603,10 +603,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -636,8 +636,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.0,
-          "direction": "neutral",
+          "score": 0.25,
+          "direction": "positive",
           "sourceRef": "price.score"
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       ],
@@ -649,7 +649,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
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@@ -669,8 +669,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -689,10 +689,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "neutral",
+          "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -702,7 +702,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.0
+          "value": 0.25
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       ],
       "evidence": [
@@ -727,7 +727,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -783,15 +783,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -802,10 +802,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -813,78 +813,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000370/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -892,7 +869,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -900,7 +877,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -908,7 +885,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -916,7 +893,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -924,7 +901,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000390.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -619,13 +619,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -687,7 +687,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -706,7 +706,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -725,7 +725,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -744,7 +744,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -924,14 +924,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1051,10 +1051,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1084,7 +1084,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1097,7 +1097,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1117,8 +1117,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1150,7 +1150,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1175,7 +1175,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1231,15 +1231,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1250,10 +1250,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1261,69 +1261,46 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000390/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1331,7 +1308,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1339,7 +1316,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1347,7 +1324,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1355,7 +1332,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {
@@ -1625,7 +1602,7 @@
         "patternId": "fundamentalPriceDivergence",
         "kind": "divergence",
         "status": "active",
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "headline": {
           "kr": "펀더멘털과 가격 반응이 갈립니다",
           "en": "Fundamentals and price reaction diverge"
@@ -1647,7 +1624,7 @@
             "basis": "marketBehavior",
             "direction": "adverse",
             "horizon": "latestPeriod",
-            "asOf": "2026-08-30",
+            "asOf": "2026-09-06",
             "dataAsOf": "2025",
             "period": "2025",
             "status": "observed",
@@ -1665,15 +1642,15 @@
             "basis": "marketBehavior",
             "direction": "supportive",
             "horizon": "currentMarket",
-            "asOf": "2026-08-30",
-            "dataAsOf": "2026-08-28",
+            "asOf": "2026-09-06",
+            "dataAsOf": "2026-09-04",
             "period": "2025",
             "status": "observed",
             "sourceRef": "dartlab://quant/verdict",
             "evidenceRefs": [
               "quant.price"
             ],
-            "value": 0.25
+            "value": 0.5
           }
         ],
         "falsifiers": [

landing/lenses/000400.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -104,7 +104,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -124,7 +124,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -370,13 +370,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -476,14 +476,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -603,10 +603,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -622,8 +622,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
-          "direction": "positive",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -635,8 +635,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -653,10 +653,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -666,7 +666,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -675,7 +675,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -743,15 +743,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -762,10 +762,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프��드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -773,42 +773,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000400/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -816,7 +793,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000430.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -933,14 +933,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1060,10 +1060,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1106,7 +1106,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1126,8 +1126,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1148,8 +1148,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1184,7 +1184,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1240,15 +1240,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1259,10 +1259,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1270,69 +1270,46 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000430/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1340,7 +1317,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1348,7 +1325,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1356,7 +1333,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1364,7 +1341,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000440.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -912,7 +912,7 @@
         "notchAdjustment": null,
         "divergenceExplanation": [
           "유동성 축이 37점으로 등급 하방 압력",
-          "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.49%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.19%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -927,14 +927,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1054,10 +1054,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1087,7 +1087,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": -0.25,
+          "score": -0.5,
           "direction": "negative",
           "sourceRef": "price.score"
         }
@@ -1100,7 +1100,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1120,8 +1120,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1142,8 +1142,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1153,7 +1153,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": -0.25
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1178,7 +1178,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1234,15 +1234,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1253,10 +1253,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1264,51 +1264,28 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000440/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1316,7 +1293,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1324,7 +1301,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {

landing/lenses/000480.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -935,14 +935,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1062,10 +1062,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1095,7 +1095,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": -0.5,
+          "score": -0.25,
           "direction": "negative",
           "sourceRef": "price.score"
         }
@@ -1108,7 +1108,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1128,8 +1128,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1150,8 +1150,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1161,7 +1161,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": -0.5
+          "value": -0.25
         }
       ],
       "evidence": [
@@ -1186,7 +1186,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1242,15 +1242,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1261,10 +1261,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1272,42 +1272,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000480/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1315,7 +1292,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000490.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
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           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -927,14 +927,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1054,10 +1054,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1087,7 +1087,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
+          "score": 0.25,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1100,7 +1100,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1120,8 +1120,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1142,8 +1142,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1153,7 +1153,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": 0.25
         }
       ],
       "evidence": [
@@ -1178,7 +1178,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1234,15 +1234,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1253,10 +1253,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1264,42 +1264,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000490/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1307,7 +1284,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/0004V0.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -83,7 +83,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2025Q4",
@@ -101,7 +101,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025Q4",
           "status": "derived",
@@ -300,13 +300,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -465,14 +465,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -592,10 +592,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -624,8 +624,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -644,8 +644,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -664,7 +664,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -732,15 +732,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -751,10 +751,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -762,8 +762,8 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
@@ -774,7 +774,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -782,7 +782,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/0004Y0.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -521,10 +521,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -540,8 +540,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": -0.25,
-          "direction": "negative",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -553,8 +553,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -571,10 +571,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "adverse",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -584,7 +584,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": -0.25
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -593,7 +593,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -661,15 +661,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -680,10 +680,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -691,44 +691,44 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
@@ -739,7 +739,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -747,7 +747,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -755,7 +755,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -763,7 +763,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -771,7 +771,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -779,7 +779,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000500.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -925,14 +925,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1052,10 +1052,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1098,7 +1098,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1118,8 +1118,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1140,8 +1140,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1176,7 +1176,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1232,15 +1232,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1251,10 +1251,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1262,51 +1262,28 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000500/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1314,7 +1291,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 ��신 관측과 직전 변화"
         },
         {
@@ -1322,7 +1299,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {

landing/lenses/000520.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,18 +621,18 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "dCR-B+",
-        "summary": "dCR 위험점수 59.16, 전망 긍정적, 유효 축 가중치 95.0%입니다."
+        "label": "dCR-B",
+        "summary": "dCR 위험점수 63.16, 전망 긍정적, 유효 축 가중치 95.0%입니다."
       },
       "confidence": {
         "level": "high",
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -816,15 +816,15 @@
         {
           "id": "base",
           "label": "기준",
-          "grade": "dCR-B+",
-          "score": 59.16,
+          "grade": "dCR-B",
+          "score": 63.16,
           "assumptions": {}
         },
         {
           "id": "moderateStress",
           "label": "중간 하방 스트레스",
-          "grade": "dCR-B+",
-          "score": 59.98,
+          "grade": "dCR-B",
+          "score": 63.98,
           "assumptions": {
             "scenarioStress": "moderate"
           }
@@ -907,7 +907,7 @@
           "weightCoverage": 95.0
         },
         "eCR": "eCR-4",
-        "pdEstimate": 4.0,
+        "pdEstimate": 7.0,
         "notchAdjustment": {
           "totalNotch": 1,
           "reasons": [
@@ -917,6 +917,7 @@
         "divergenceExplanation": [
           "채무상환능력 축이 85점으로 등급 하방 압력",
           "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가",
+          "주가 기반 CHS 모델이 +4.2점 하향 (PD 32.63%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -931,14 +932,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1058,10 +1059,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1104,7 +1105,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1124,8 +1125,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1146,8 +1147,8 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1182,7 +1183,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1238,15 +1239,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1257,10 +1258,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1268,60 +1269,37 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000520/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1329,7 +1307,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1337,7 +1315,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1345,7 +1323,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {

landing/lenses/000540.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -104,7 +104,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -124,7 +124,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -370,13 +370,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -476,14 +476,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -603,10 +603,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -622,7 +622,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -635,8 +635,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -655,8 +655,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -666,7 +666,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -675,7 +675,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -743,15 +743,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -762,10 +762,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -773,42 +773,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000540/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -816,7 +793,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000590.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -618,13 +618,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -773,14 +773,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -900,10 +900,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -933,8 +933,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.0,
-          "direction": "neutral",
+          "score": -0.5,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -946,7 +946,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -966,8 +966,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -986,10 +986,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "neutral",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -999,7 +999,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.0
+          "value": -0.5
         }
       ],
       "evidence": [
@@ -1024,7 +1024,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1080,15 +1080,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1099,10 +1099,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1110,42 +1110,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000590/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1153,7 +1130,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000640.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -128,7 +128,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -162,7 +162,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -183,7 +183,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -217,7 +217,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -478,13 +478,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -633,14 +633,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -760,19 +760,19 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "펀더멘털과 가격 확인",
-        "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다."
+        "label": "괴리 판단 보류",
+        "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다."
       },
       "confidence": {
-        "level": "high",
-        "score": 100.0,
+        "level": "medium",
+        "score": 65.0,
         "method": "threeBlockCoverageAndSignalClarity"
       },
       "drivers": [
@@ -793,8 +793,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
-          "direction": "positive",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -806,7 +806,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -826,8 +826,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -839,17 +839,17 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "relation": "confirmation"
+          "relation": "inconclusive"
         },
         {
           "id": "quant.priceReaction",
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -859,7 +859,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -884,7 +884,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -912,13 +912,13 @@
         {
           "id": "reversal",
           "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전",
-          "classification": "inconclusive"
+          "classification": "reassessment"
         }
       ],
       "falsifiers": [
         {
           "id": "classificationBreak",
-          "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함"
+          "condition": "세 입력이 같은 방향으로 2회 연속 확인됨"
         }
       ],
       "payload": {
@@ -927,7 +927,7 @@
           "expectation",
           "price"
         ],
-        "classification": "confirmation"
+        "classification": "inconclusive"
       }
     },
     "macro": {
@@ -940,15 +940,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -959,10 +959,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -970,42 +970,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000640/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1013,7 +990,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000650.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -128,7 +128,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -162,7 +162,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -183,7 +183,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -217,7 +217,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -238,7 +238,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -272,7 +272,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -547,13 +547,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -615,7 +615,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -634,7 +634,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -653,7 +653,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -672,7 +672,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -851,14 +851,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -978,10 +978,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -997,8 +997,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.0,
-          "direction": "neutral",
+          "score": -0.25,
+          "direction": "negative",
           "sourceRef": "price.score"
         }
       ],
@@ -1010,8 +1010,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -1028,10 +1028,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "neutral",
+          "direction": "adverse",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1041,7 +1041,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.0
+          "value": -0.25
         }
       ],
       "evidence": [
@@ -1050,7 +1050,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1118,15 +1118,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1137,10 +1137,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1148,42 +1148,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000650/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1191,7 +1168,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000660.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -926,14 +926,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1053,10 +1053,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1099,7 +1099,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1119,8 +1119,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1141,8 +1141,8 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1177,7 +1177,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1233,15 +1233,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 4/4개와 회사 근거가 연결된 전달경로 1/4개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1252,10 +1252,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1263,60 +1263,37 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000660/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레�� 최신 관측과 직전 변화"
         },
         {
@@ -1324,7 +1301,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1332,7 +1309,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1340,7 +1317,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000670.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -934,14 +934,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1061,10 +1061,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1094,7 +1094,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1107,7 +1107,7 @@
           "basis": "marketBehavior",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1127,8 +1127,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1149,8 +1149,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1160,7 +1160,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1185,7 +1185,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1241,15 +1241,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 3/3개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1260,10 +1260,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1271,51 +1271,28 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000670/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1323,7 +1300,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1331,7 +1308,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {

landing/lenses/000680.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -928,14 +928,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -1050,10 +1050,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1096,7 +1096,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1116,8 +1116,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1138,8 +1138,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1174,7 +1174,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1230,15 +1230,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1249,10 +1249,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1260,78 +1260,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000680/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1339,7 +1316,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1347,7 +1324,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1355,7 +1332,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1363,7 +1340,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1371,7 +1348,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000700.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -620,13 +620,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -688,7 +688,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -707,7 +707,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -726,7 +726,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -745,7 +745,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -924,14 +924,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1051,10 +1051,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1084,7 +1084,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1097,7 +1097,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1117,8 +1117,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1150,7 +1150,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1175,7 +1175,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1231,15 +1231,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1250,10 +1250,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1261,42 +1261,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000700/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1304,7 +1281,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000720.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -931,14 +931,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1058,10 +1058,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1091,7 +1091,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1104,7 +1104,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1124,8 +1124,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1146,8 +1146,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1157,7 +1157,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1182,7 +1182,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1238,15 +1238,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1257,10 +1257,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1268,42 +1268,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000720/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1311,7 +1288,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000760.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -622,13 +622,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -690,7 +690,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -709,7 +709,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -728,7 +728,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -747,7 +747,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -932,14 +932,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1059,10 +1059,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1092,7 +1092,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -1105,7 +1105,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1125,8 +1125,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1147,8 +1147,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1158,7 +1158,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -1183,7 +1183,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1239,15 +1239,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1258,10 +1258,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1269,69 +1269,46 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000760/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1339,7 +1316,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1347,7 +1324,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1355,7 +1332,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1363,7 +1340,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/0007C0.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -399,14 +399,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -526,10 +526,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -545,8 +545,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": -0.5,
-          "direction": "negative",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -558,8 +558,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -576,10 +576,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "adverse",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -589,7 +589,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": -0.5
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -598,7 +598,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -666,15 +666,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -685,10 +685,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -696,8 +696,8 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
@@ -708,7 +708,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -716,7 +716,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/0007J0.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2025Q4",
@@ -38,10 +38,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -234,13 +234,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -383,14 +383,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -510,10 +510,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -529,8 +529,8 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.5,
-          "direction": "positive",
+          "score": 0.0,
+          "direction": "neutral",
           "sourceRef": "price.score"
         }
       ],
@@ -542,8 +542,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "derived",
           "sourceRef": "dartlab://quant/verdict",
@@ -560,10 +560,10 @@
           "label": "가격 반응",
           "comparisonKey": "marketReaction",
           "basis": "marketBehavior",
-          "direction": "supportive",
+          "direction": "neutral",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": null,
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -573,7 +573,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.5
+          "value": 0.0
         }
       ],
       "evidence": [
@@ -582,7 +582,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -650,15 +650,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -669,10 +669,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -680,8 +680,8 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
@@ -692,7 +692,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -700,7 +700,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000800.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2019",
@@ -50,10 +50,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -133,7 +133,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2019",
@@ -163,7 +163,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -184,7 +184,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2019",
@@ -214,7 +214,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -235,7 +235,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2019",
@@ -265,7 +265,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -286,7 +286,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2019",
@@ -316,7 +316,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -601,13 +601,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -669,7 +669,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -688,7 +688,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -707,7 +707,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -726,7 +726,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -910,14 +910,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": null,
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -1032,10 +1032,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": null,
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -1120,15 +1120,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1139,10 +1139,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1150,78 +1150,55 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "CPI",
           "label": "소비자물가 YoY",
-          "value": 119.77,
+          "value": 120.05,
           "unit": "%",
-          "signal": "falling",
-          "change": -0.21999999999999886,
+          "signal": "rising",
+          "change": 0.28000000000000114,
           "sourceRef": "macro/ecos/observations.parquet#CPI"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000800/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1229,7 +1206,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1237,7 +1214,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#CPI",
           "status": "observed",
-          "observedAt": "2026-07-01",
+          "observedAt": "2026-08-01",
           "detail": "소비자물가 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1245,7 +1222,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1253,7 +1230,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1261,7 +1238,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {

landing/lenses/000810.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2024",
@@ -40,10 +40,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -114,7 +114,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -134,7 +134,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -155,7 +155,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2024",
@@ -175,7 +175,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -437,13 +437,13 @@
         "version": "v4.1-TrackB-diagnostic"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "blocked",
       "conclusion": {
@@ -543,14 +543,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -670,10 +670,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -703,7 +703,7 @@
         {
           "id": "price",
           "label": "가격 반응",
-          "score": 0.25,
+          "score": 0.5,
           "direction": "positive",
           "sourceRef": "price.score"
         }
@@ -716,7 +716,7 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -736,8 +736,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -758,8 +758,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -769,7 +769,7 @@
           "falsifierRefs": [
             "classificationBreak"
           ],
-          "value": 0.25
+          "value": 0.5
         }
       ],
       "evidence": [
@@ -794,7 +794,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -850,15 +850,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/3개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -869,10 +869,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -880,42 +880,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000810/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -923,7 +900,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000850.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "neutral",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -924,14 +924,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1051,10 +1051,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1097,7 +1097,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1117,8 +1117,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1139,8 +1139,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1175,7 +1175,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1231,15 +1231,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-27",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-03",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 1/2개를 확인했습니다."
       },
       "confidence": {
         "level": "high",
@@ -1250,10 +1250,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1261,42 +1261,19 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-27",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000850/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1304,7 +1281,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {

landing/lenses/000860.json

@@ -20,7 +20,7 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2026",
           "earliestPeriod": "2017",
@@ -54,10 +54,10 @@
             "representative": "2026"
           },
           "mixedPeriods": false,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2026",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -137,7 +137,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -171,7 +171,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2024",
           "status": "derived",
@@ -192,7 +192,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -226,7 +226,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -247,7 +247,7 @@
           "basis": "companyFundamentals",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -281,7 +281,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2025",
           "status": "derived",
@@ -302,7 +302,7 @@
           "basis": "companyFundamentals",
           "direction": "supportive",
           "horizon": "multiYear",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": {
             "latestPeriod": "2026",
             "earliestPeriod": "2017",
@@ -336,7 +336,7 @@
               "representative": "2026"
             },
             "mixedPeriods": false,
-            "retrievedAt": "2026-08-30"
+            "retrievedAt": "2026-09-06"
           },
           "period": "2026",
           "status": "derived",
@@ -621,13 +621,13 @@
         "version": "v4.0"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "latestPeriod": "2025",
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -689,7 +689,7 @@
           "basis": "creditNarrative",
           "direction": "supportive",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -708,7 +708,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -727,7 +727,7 @@
           "basis": "creditNarrative",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -746,7 +746,7 @@
           "basis": "creditNarrative",
           "direction": "adverse",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "derived",
@@ -916,7 +916,7 @@
         "notchAdjustment": null,
         "divergenceExplanation": [
           "유동성 축이 35점으로 등급 하방 압력",
-          "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과",
+          "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과",
           "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영"
         ]
       }
@@ -931,14 +931,14 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
+        "asOf": "2026-09-06",
         "dataAsOf": {
           "mappingUpdatedAt": "2026-04-14",
           "financialPeriod": null,
-          "retrievedAt": "2026-08-30"
+          "retrievedAt": "2026-09-06"
         },
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
@@ -1058,10 +1058,10 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": "2025",
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "usable",
       "conclusion": {
@@ -1104,7 +1104,7 @@
           "basis": "marketBehavior",
           "direction": "neutral",
           "horizon": "latestPeriod",
-          "asOf": "2026-08-30",
+          "asOf": "2026-09-06",
           "dataAsOf": "2025",
           "period": "2025",
           "status": "observed",
@@ -1124,8 +1124,8 @@
           "basis": "marketBehavior",
           "direction": "unknown",
           "horizon": "latestDecision",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "derived",
           "sourceRef": "dartlab://quant/earnings",
@@ -1146,8 +1146,8 @@
           "basis": "marketBehavior",
           "direction": "supportive",
           "horizon": "currentMarket",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
+          "asOf": "2026-09-06",
+          "dataAsOf": "2026-09-04",
           "period": "2025",
           "status": "observed",
           "sourceRef": "dartlab://quant/verdict",
@@ -1182,7 +1182,7 @@
           "kind": "marketReaction",
           "sourceRef": "dartlab://quant/verdict",
           "status": "derived",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "괴리 판정의 price 입력"
         }
       ],
@@ -1238,15 +1238,15 @@
         "version": "1"
       },
       "time": {
-        "asOf": "2026-08-30",
-        "dataAsOf": "2026-08-28",
+        "asOf": "2026-09-06",
+        "dataAsOf": "2026-09-04",
         "period": null,
-        "knowledgeBoundary": "2026-08-30"
+        "knowledgeBoundary": "2026-09-06"
       },
       "status": "partial",
       "conclusion": {
-        "label": "거시 역풍 경로 우세",
-        "summary": "거시 역풍 경로 우세입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
+        "label": "거시 전파 경로 혼재",
+        "summary": "거시 전파 경로 혼재입니다. 거시 관측 5/5개와 회사 근거가 연결된 전달경로 1/5개를 확인했습니다."
       },
       "confidence": {
         "level": "medium",
@@ -1257,10 +1257,10 @@
         {
           "id": "BAMLH0A0HYM2",
           "label": "미국 HY 스프레드",
-          "value": 2.63,
+          "value": 2.65,
           "unit": "%p",
           "signal": "falling",
-          "change": -0.040000000000000036,
+          "change": -0.010000000000000231,
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2"
         },
         {
@@ -1268,69 +1268,46 @@
           "label": "한국 기준금리",
           "value": 3.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 0.25,
+          "signal": "flat",
+          "change": 0.0,
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE"
         },
         {
           "id": "DCOILWTICO",
           "label": "WTI",
-          "value": 83.9,
+          "value": 91.48,
           "unit": "$",
-          "signal": "falling",
-          "change": -2.4399999999999977,
+          "signal": "rising",
+          "change": 4.450000000000003,
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO"
         },
         {
           "id": "EXPORT",
           "label": "수출 YoY",
-          "value": 112371.0,
+          "value": 100450.0,
           "unit": "%",
-          "signal": "rising",
-          "change": 18028.800000000003,
+          "signal": "falling",
+          "change": -11921.0,
           "sourceRef": "macro/ecos/observations.parquet#EXPORT"
         },
         {
           "id": "USDKRW",
           "label": "원/달러",
-          "value": 1372.5,
+          "value": 1350.4,
           "unit": "원",
           "signal": "falling",
-          "change": -8.400000000000091,
+          "change": -8.899999999999864,
           "sourceRef": "macro/ecos/observations.parquet#USDKRW"
         }
       ],
-      "claims": [
-        {
-          "id": "macro.companyTransmission",
-          "label": "기업 직접근거 거시 전달경로",
-          "comparisonKey": "macroTransmission",
-          "basis": "macroCompanyEdges",
-          "direction": "adverse",
-          "horizon": "currentCycle",
-          "asOf": "2026-08-30",
-          "dataAsOf": "2026-08-28",
-          "period": null,
-          "status": "derived",
-          "sourceRef": "dartlab://analysis/000860/product/drivers/debtRatio",
-          "evidenceRefs": [
-            "macro.company.analysis.debtRatio",
-            "macro.company.analysis.interestCoverage"
-          ],
-          "falsifierRefs": [
-            "rate-debt-interest.0",
-            "rate-debt-interest.1",
-            "rate-debt-interest.2"
-          ]
-        }
-      ],
+      "claims": [],
       "evidence": [
         {
           "id": "macro.driver.BAMLH0A0HYM2",
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "미국 HY 스프레드 최신 관측과 직전 변화"
         },
         {
@@ -1338,7 +1315,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#BASE_RATE",
           "status": "observed",
-          "observedAt": "2026-08-27",
+          "observedAt": "2026-09-03",
           "detail": "한국 기준금리 최신 관측과 직전 변화"
         },
         {
@@ -1346,7 +1323,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/fred/observations.parquet#DCOILWTICO",
           "status": "observed",
-          "observedAt": "2026-08-25",
+          "observedAt": "2026-09-01",
           "detail": "WTI 최신 관측과 직전 변화"
         },
         {
@@ -1354,7 +1331,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#EXPORT",
           "status": "observed",
-          "observedAt": "2026-06-01",
+          "observedAt": "2026-07-01",
           "detail": "수출 YoY 최신 관측과 직전 변화"
         },
         {
@@ -1362,7 +1339,7 @@
           "kind": "macroObservation",
           "sourceRef": "macro/ecos/observations.parquet#USDKRW",
           "status": "observed",
-          "observedAt": "2026-08-28",
+          "observedAt": "2026-09-04",
           "detail": "원/달러 최신 관측과 직전 변화"
         },
         {