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      "summary": "保留事前冻结基线，追加 Q2 actual、Q3 指引、电话会、财务质量和 10:43 亚洲首轮验收。",
      "content_date": "2026-08-27",
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      "site_updated_date": "2026-08-26",
      "owner": null,
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      "collection": "company-research",
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      "title": "美图公司（01357.HK）研究报告｜2026-08-08",
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      "title": "美国干预债市效果如何",
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      "content_date": "2026-08-26",
      "site_updated_date": null,
      "owner": "李大霄",
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      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "财务与估值",
      "title": "盈利质量与 PE 研究检查表",
      "summary": "统一价格、利润和 EPS 期间，桥接会计利润、现金流与多种 PE 口径，避免历史前视偏差。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/earnings-quality-and-pe/"
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      "collection": "company-research",
      "collection_label": "公司研究",
      "kind": "研究报告",
      "title": "小鹏汽车 09868.HK · 公司研究",
      "summary": "小鹏汽车 09868.HK · 公司研究 的公开研究底稿、事件监控与证据附件。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/company-research/xpeng-09868-hk/"
    },
    {
      "collection": "company-research",
      "collection_label": "公司研究",
      "kind": "研究报告",
      "title": "小米集团公开公司研究｜2026-08-26",
      "summary": "小米集团公开公司研究｜2026-08-26 的公开研究底稿、事件监控与证据附件。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/company-research/xiaomi-01810-hk/"
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      "collection": "company-research",
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      "kind": "研究报告",
      "title": "地平线机器人｜巴菲特—芒格两问研究",
      "summary": "可证伪链条是：更多车型定点 → 合同与验证 → SOP → 芯片/软件实际出货 → NOA占比与单车价值上升 → 许可扩散 → 收入 → 回款 → 扣维持投入后的充分摊薄每股owner earnings。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/company-research/horizon-robotics-09660-hk/"
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      "collection": "company-research",
      "collection_label": "公司研究",
      "kind": "研究报告",
      "title": "南华期货 02691.HK｜基本面、估值与事件研究",
      "summary": "长期底稿回答经纪、客户保证金利息、风险管理、资管与境外金融服务如何变成股东可分配利润；近期监控回答正式中报、回购、股本、港股通与期货景气怎样改变证据状态。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/company-research/nanhua-futures-02691-hk/"
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      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "公司研究",
      "title": "公司价值研究主检查表",
      "summary": "围绕主体、商业模式、护城河、财务质量、资本配置、估值与反方证据组织单公司调查。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/company-value-research-checklist/"
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      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "跨市场传导",
      "title": "全球市场 Lead-Lag 检查表",
      "summary": "分层检查美股、日韩、台湾、欧洲与 A/H 市场之间的隔夜信号、机制映射和时效边界。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/global-lead-lag-checklist/"
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    {
      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "事件复盘",
      "title": "事件 Surprise 与市场共振时间线",
      "summary": "冻结事前预期，追加实际结果、surprise、价格共振、产业传导和事后评分，避免改写基线。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/event-surprise-market-resonance/"
    },
    {
      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "方法蒸馏",
      "title": "书籍方法论蒸馏",
      "summary": "把读书笔记转成带证据引用、适用边界、反模式、开放问题与事前检查的可复用方法。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/book-method-distillation/"
    },
    {
      "collection": "company-research",
      "collection_label": "公司研究",
      "kind": "研究报告",
      "title": "中芯国际（00981.HK）研究报告｜2026-07-27",
      "summary": "同一组公开事实拆成长期底稿与近期事件监控：长期看产能、工艺、折旧与资本回报，近期看 Q2 实绩、SMNC 交易后归母、全球同业和出口管制。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/company-research/smic-00981-hk/"
    },
    {
      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "公司研究",
      "title": "上市公司基本面与事件研究方法",
      "summary": "从事实底座、盈利质量、产业机制、估值证据门到事件更新，构建可复核的上市公司研究链路。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/listed-company-fundamentals-events/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "【李一恩】时间会证明光模块和算力的_2026-08-26_11-32-02",
      "summary": "来源：哔哩哔哩视频（短链）。该投稿由两个分 P 组成，BVID BV1r18Q6tEUN，CID 分别为 41275362019、41276344599；官方总时长约 59 分 23 秒。完整 ASR 原文见 transcript.raw.md，连续纯文本见 transcript.txt，逐段账本见 transcript.segments.jsonl。",
      "content_date": "2026-08-26",
      "site_updated_date": null,
      "owner": "未标注作者",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-26-optical-modules-compute/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-26",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-26",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-26/"
    },
    {
      "collection": "methodologies",
      "collection_label": "方法论",
      "kind": "风险复核",
      "title": "AI 硬件回撤复核框架",
      "summary": "区分叙事冲击、短线新闻、指数传导、公司基本面与风险承受边界，避免把一次波动写成长期结论。",
      "content_date": null,
      "site_updated_date": "2026-08-26",
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/methodologies/ai-hardware-drawdown-review/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "李一恩：8月25日晚上直播回放",
      "summary": "李一恩在本场直播的核心判断是：AI/光通信基本面在他看来没有改变，短期回撤不应自动等同于长期逻辑失效；他预期年内仍有行情，但把此后的市场风险归因于“特朗普交易”式的流动性与政策循环可能走到后段。 这是主播的主观市场判断，而不是已被本报告验证的事实或投资建议。[T1][T6]–[T12]",
      "content_date": "2026-08-25",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-25-evening-live/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "李一恩8.25点评：江湖规矩跌两天反弹一下！",
      "summary": "主播把光模块近期价格行为概括为“跌两天、反弹一下”，并由此给出短线偏乐观的个人判断；这只是基于其口播经验的市场描述，须用完整价格、成交量和时间窗口验证，不能当成可重复交易规律。[00:00][00:15][00:25] 视频真正可复用的部分是：先写清自己的长期判断、可承受的回撤与执行规则，再决定是否持有或新增；仅仅知道一项策略“正确”而不能持续执行，主播认为是个人投资者的主要困难。[00:05][00:10]",
      "content_date": "2026-08-25",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-25-two-down-days-rebound/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "去年3888，今年3888，大家的钱还好吗？",
      "summary": "吾爱财经借“指数一年后又在 3888 附近”提出一个很好的复盘问题：指数没动，不代表个人账户没变。真正应该检查的是过去一年承担了多少回撤、是否频繁追涨杀跌、收益是否来自稳定策略，以及自己的仓位结构是否匹配风险承受能力。 视频同时表达了对美债、英伟达财报和 A 股高位风险的担忧，并介绍“80% 逆回购、20% 机会仓”的案例；这些均是创作者口播或个案，不是已经核验的市场事实或普适收益方案。",
      "content_date": "2026-08-25",
      "site_updated_date": null,
      "owner": "吾爱财经",
      "url": "https://farmcan-seed.pages.dev/asr/wuaicaijing-2026-08-25-3888-portfolio-review/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-25",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-25",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-25/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "李一恩 时间会证明光模块和算力 2026-08-24",
      "summary": "李一恩在 AI 硬件集体下跌后坚持其长期看多光模块与算力的立场，但也承认本轮短线回调超预期、修复需要新的 AI 催化与时间。他给出的真正分界是时间框架：短线交易者应承认止跌未确认与惯性下杀风险；长期持有者则应根据自己是否认可业绩、产业趋势与回撤承受能力决定，而不能把两套逻辑混为一谈。[T3][T4] 这是主播的个人观点与风格化表达，不是对“光模块一定回新高”或“越跌越买”的保证，更不是投资建议。",
      "content_date": "2026-08-24",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-24-optical-modules-compute/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-24",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-24",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-24/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "08/24 美股美债齐跌，被英伟达吓崩？",
      "summary": "花儿街大叔的解释是：当日科技股走弱，不应简单归因为长债收益率；更可能是英伟达财报前的高预期与获利了结、三星股东回报不及预期引发的存储周期担忧，以及苹果供应链传闻带来的竞争焦虑共同作用。视频把这称作“风险偏好/预期差”冲击，而非对英伟达基本面的直接看空。 这是一条市场解读，不是因果已证实的复盘。利率、指数、公司计划和供应链传闻均应以一手数据核验。",
      "content_date": "2026-08-24",
      "site_updated_date": null,
      "owner": "花儿街大叔",
      "url": "https://farmcan-seed.pages.dev/asr/huarjiedashu-2026-08-24-us-stocks-bonds-nvidia-memory/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "钱博士直播回放 2026-08-23",
      "summary": "钱博士对下一交易日的判断是“偏向小幅上行、约六四开，但不会很强”，同时认为科创 50 仍有继续走弱、做双底甚至创新低的风险。他把近期市场的关键矛盾拆成：英伟达涨价对 AI 链盈利的支撑、港股大额再融资的流动性冲击，以及美债收益率上行对全球科技股估值的压力。[T1][T6][T19][T22] 这些是创作者的市场评论与概率判断，不是已经核验的市场事实或投资建议。",
      "content_date": "2026-08-23",
      "site_updated_date": null,
      "owner": "钱博士",
      "url": "https://farmcan-seed.pages.dev/asr/entrepreneur-investment-qian-doctor-2026-08-23-live/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "李一恩 2026-08-23 内部直播",
      "summary": "李一恩把本周判断压缩成两个变量：英伟达提价与阿里巴巴拟募资。前者被他视作 AI 产业链整体毛利改善的潜在利好，后者被他视作可能对港股流动性造成压力的因素；但他认为眼下最重要的确认点仍是英伟达财报，若结果明显不及预期才考虑止损。[T1][T2][T7] 这是主播的主观看法和操作倾向，不是对公司公告、行业订单或市场走势的已验证结论。",
      "content_date": "2026-08-23",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-23-internal-live/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "李一恩直播录像 2026-08-21 晚上场",
      "summary": "李一恩的主线仍是：AI 硬件特别是光模块的中期产业逻辑未被改变，短线会震荡和回撤；要判断产业是否能继续上修，关键不在泛泛的“业绩好”，而在新架构导入是否带来毛利率与单机柜价值量的再提升。他把 Google 等云厂商是否开始批量采购相关 CPO/NPO（ASR 术语有歧义）组件，视作需要等待的验证点。[T11][T12][T13] 这是主播的条件性观点，不是已经得到订单、产品规格或财报确认的事实，更不是投资建议。",
      "content_date": "2026-08-21",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-21-evening-live/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-21",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-21",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-21/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "【钱博士】2026.8.20直播回放",
      "summary": "钱博士的基准判断不是“科技主线失效”，而是长期产业逻辑尚在、短期价格结构转弱，所以应等待回调结构和量能确认。他尤其警惕国产算力链先于设备走弱、医疗主题短期过热；相对看好由海外云厂资本开支和国内半导体扩产驱动的设备/材料中期逻辑。[T6][T7][T8][T9][T18] 这只是 20260820 直播中的创作者观点，未逐项外部核验，不构成投资建议。",
      "content_date": "2026-08-20",
      "site_updated_date": null,
      "owner": "钱博士",
      "url": "https://farmcan-seed.pages.dev/asr/entrepreneur-investment-qian-doctor-2026-08-20-live/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-20",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-20",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-20/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-19",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-19",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-19/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-18",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-18",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-18/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-17",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-17",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-17/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "8月17日李一恩直播：英伟达算力卡、房地产式利益绑定与短期回调风险",
      "summary": "主播的核心不是“AI 不会跌”，而是一个条件性判断：若 NVIDIA 的算力基础设施被更广泛的融资、资产负债表与利益相关方承接，其下行路径可能不同于单一公司估值泡沫；但这不能推出短期不会大幅回调。主播对操作层面的反复表达是：已有仓位可观察、不要追高、不要把“防回调”误解为可精确择时。[00:00][00:20][00:30][01:05] 这是一场创作者直播中的观点与交易方法拆解，非 NVIDIA、数据中心融资或任何证券的已核验事实，…",
      "content_date": "2026-08-17",
      "site_updated_date": null,
      "owner": "李一恩",
      "url": "https://farmcan-seed.pages.dev/asr/li-yien-2026-08-17-nvidia-financialization-pullback/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "市场调整结束了么？",
      "summary": "钱博士并没有确认“调整已经结束”。他的基准判断是：反弹一周、横盘一周后，短线方向仍接近五五开；科技内部有基本面较强的方向先走强，但指数缺少量能，因而他更倾向先有一次健康回调（约 55/45），再由量能与回调结构确认方向。[T7][T8][T23] 这是一套创作者的市场观察框架，不是已验证的行情事实或投资建议。",
      "content_date": "2026-08-16",
      "site_updated_date": null,
      "owner": "钱博士",
      "url": "https://farmcan-seed.pages.dev/asr/entrepreneur-investment-qian-doctor-2026-08-16-market-adjustment-end/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-14",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-14",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-14/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-13",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-13",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-13/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-12",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-12",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-12/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-11",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-11",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-11/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-10",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-10",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-10/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "创业投资钱博士直播回放2026.08.09：连涨一周，反弹还是反转？",
      "summary": "钱博士的核心判断是：这轮上涨更像“反弹中的修复”，还不能确认成持续反转；接下来一周不宜假设指数继续直线拉升，应观察成交量、回调幅度和是否跌破前低。若回调不破前低，才更接近底部确认。以下均是创作者观点，不是 Seed 的投资建议。",
      "content_date": "2026-08-09",
      "site_updated_date": null,
      "owner": "钱博士",
      "url": "https://farmcan-seed.pages.dev/asr/entrepreneur-investment-qian-doctor-2026-08-09/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-07",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-07",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-07/"
    },
    {
      "collection": "asr",
      "collection_label": "ASR",
      "kind": "视频分析",
      "title": "2026年8月7林园最新采访：下半年股市投资机会展望，AI和消费医药到底怎么选？",
      "summary": "林园在这场访谈中承认科技、AI 和机器人仍是市场主线，但因为技术迭代快、竞争激烈、长期赢家难以识别而选择“不参与”；他的能力圈集中在需求更稳定、资本投入相对可控、现金回报更容易观察的必选消费和医药。整套观点是创作者个人投资框架，不是 Seed 的投资建议。",
      "content_date": "2026-08-07",
      "site_updated_date": null,
      "owner": "林园",
      "url": "https://farmcan-seed.pages.dev/asr/lin-yuan-2026-08-07-investment-outlook/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-06",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-06",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-06/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-05",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-05",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-05/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-08-04",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-08-04",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-08-04/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-31",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-31",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-31/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-30",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-30",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-30/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-29",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-29",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-29/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-28",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-28",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-28/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-27",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-27",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-27/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-24",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-24",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-24/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-23",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-23",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-23/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-22",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-22",
      "site_updated_date": null,
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      "kind": "连续追踪",
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      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-21",
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      "content_date": "2026-07-20",
      "site_updated_date": null,
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      "summary": "该账号反复讲解或转述以 A 股超短线、首板和涨停板为核心的交易框架。稳定主线不是某个孤立“战法”，而是先识别市场情绪和主流风格，再从强势板块中筛选活跃个股，通过相对强度、封板质量、量价、换手和次日预期管理候选与退出；组合层面强调分仓、回撤控制、模式内交易、市场反馈优先和长期生存。[《首板模式详解，真正的内核不在打板》][《职业交易系统二，打板核心简介》][《资金大了一定要控制回撤》] 账号同时提供行业研究内容，常用“行业成长性 → 细分赛道 → 龙头公司 → 业务增量与竞争格局”的漏斗压缩研究范围。该部分更像研究候选生成，而非完整估值或交易体系。[《如何对高成长行业进行深度分析》][《绿电及新能源车板块成长性》][《汽车零部件板块成",
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      "content_date": "2026-07-19",
      "site_updated_date": null,
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      "collection_label": "硬件",
      "kind": "事件时间轴",
      "title": "AI 硬件：事件 Surprise 与市场共振时间轴",
      "summary": "以 surprise 与市场共振为主线，区分事件事实、预期差和价格响应。",
      "content_date": "2026-07-19",
      "site_updated_date": null,
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      "title": "AI 硬件风险周复盘与下周策略时间线",
      "summary": "把一周风险事件、领先市场信号、情景条件和下一周观察节点串成复盘时间线。",
      "content_date": "2026-07-19",
      "site_updated_date": null,
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      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-weekly-strategy-2026-07-19/"
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    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "事件时间轴",
      "title": "AI 硬件事件终端",
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      "content_date": "2026-07-19",
      "site_updated_date": null,
      "owner": null,
      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-event-terminal-2026-07-19/"
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      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-16",
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      "content_date": "2026-07-16",
      "site_updated_date": null,
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      "url": "https://farmcan-seed.pages.dev/hardware/ai-hardware-intraday-2026-07-16/"
    },
    {
      "collection": "hardware",
      "collection_label": "硬件",
      "kind": "连续追踪",
      "title": "AI 硬件盘中观察 2026-07-15",
      "summary": "按交易日保存跨市场行情、产业链信号、证据缺口与条件化观察状态。",
      "content_date": "2026-07-15",
      "site_updated_date": null,
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    },
    {
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      "collection_label": "ASR",
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      "title": "段永平早期最经典的采访",
      "summary": "原始 ASR 保留口语重复、断句和实体误识别；本报告只做派生整理，不覆盖或静默修正原文。完整语义分析见 semanticanalysis.md。",
      "content_date": null,
      "site_updated_date": null,
      "owner": "未标注作者",
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    {
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      "summary": "这场访谈的核心不是“马上造出通用人形机器人”，而是先把真实环境变成空间、时间、视角和交互都尽量一致的数字世界，用 真实 → 仿真 → 真实 的数据与评估闭环，解决机器人数据昂贵、缓慢、危险、难覆盖的瓶颈。",
      "content_date": null,
      "site_updated_date": null,
      "owner": "李飞飞",
      "url": "https://farmcan-seed.pages.dev/asr/li-feifei-spatial-intelligence-robotics/"
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      "content_date": null,
      "site_updated_date": null,
      "owner": "李永顺",
      "url": "https://farmcan-seed.pages.dev/asr/li-yongshun-transaction-journey/"
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      "title": "ICLR26 Best Paper：多轮对话一旦走错，Agent为什么很难回头？上下文污染让模型迷失",
      "summary": "多轮对话的主要风险不一定是模型“不会做”，而是信息逐轮到达时，模型过早作答、把未经确认的假设写入上下文，随后围绕旧答案打补丁，导致同一任务的结果变得不稳定；当对话已经跑偏时，整理完整规格并在干净的新上下文中重开，通常比继续堆历史更稳。",
      "content_date": null,
      "site_updated_date": null,
      "owner": "未核验",
      "url": "https://farmcan-seed.pages.dev/asr/iclr26-context-pollution-multi-turn-agents/"
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}