📊 2026-06-12 │ 偏多 · Accumulation 【主線】 Foreign rotating INTO 金融保險 (+285M) and OUT of 電腦及週邊 (-47M). Retail panic-selling URE at -8.4σ while foreign accumulates — classic smart money divergence (15 stocks triggered). UMC on 10-day foreign buying streak (+499M cumulative). 【反證】 0053 holders surging +40.4% while big holders exit (-1.8%) — distribution pattern if it spreads to more stocks. Unusual selling in TXC (-8.7σ) — if this is lead indicator of broader distribution, thesis reverses. 【觸發】 Watch if UMC streak breaks (would signal position complete). Monitor 0053 holder growth next week — acceleration = exit signal. Next trading day: STOCK_DAY_ALL + T86 institutional data at 15:00 CST. 【失效】 If foreign turns net seller for 3+ consecutive days across semiconductors, accumulation thesis invalidated. ─── Data: TWSE T86 + STOCK_DAY_ALL │ as-of 2026-06-12 close │ 33 sectors, 39 signals