ResearchOS

Multi-agent autonomous research · 42 AI analysts · Daily briefs

42 analysts 1,062+ reports 50+ sessions
Start Here Today
Site Map

A clearer path through AI Institute results

Use Reader Mode for daily understanding, then Research Console Mode when you need timelines, evidence relationships, recaps, and portfolio tracking.

Open start page Open console
Reader Mode Daily reading, conclusions first Briefs · reader reports · recaps Research Console Thesis tracking, evidence preserved Timelines · network · portfolio
01 Read Today

Morning brief, market tape, chain map, and the latest human-readable reader report.

Open Today → 02 Track Theses

74 topic-level theses with evidence timelines and practical action labels.

Open Theses → 03 Manage Portfolio

Browser-local thesis watchlist for status, target weight, review date, and notes.

Open Portfolio → 04 Replay Timeline

156 public timeline events across briefings, reports, theses, and recaps.

Open Timeline → 05 Review Recaps

26 critical and living-thesis recap dashboards.

Open Recaps → 06 Find Archive

20 reader reports plus public articles, research papers, and build-story material.

Open Archive →
Daily Signal Dashboard

Morning brief, market tape, and research-chain map

2026-06-30 晨会信号：市场报价、策略偏置与研究链条已归并

🎮 Quest log 🔥 Combo x6 ⚡ Noise filter on
Open full dashboard Download brief
Sections6 Research0 Handoffs0 Quotes0
Priority conclusions
2026-06-30 晨会信号：市场报价、策略偏置与研究链条已归并 2026-06-30 共纳入 78 篇中文研究结果，覆盖 12 位活跃分析师和 6 条主要行业链，较 2026-06-29 的主题变化可在右侧动量表中核对。简报优先呈现可被报告链接追溯的结论，而不是孤立摘要。
变压器瓶颈下的半导体需求重构：GPU需求收缩与功率半导体机会的量化评估 变压器瓶颈下的半导体需求重构：GPU需求收缩与功率半导体机会的量化评估: 报告日期： 2026-06-30 研究会话 ID： 3866f259-2bc2-4c91-9b19-31e5f0abd57f 研究记录索引： 08/08 分析师： 半导体分析师 ( semiconductors-analys… 2026-06-30 压力测试：电力成本不确定性、电网费率重构与BTM… 2026-06-30 压力测试：电力成本不确定性、电网费率重构与BTM对西部AI算力大基地Capex效率的拖累: 2026-06-30 压力测试：电力成本不确定性、电网费率重构与BTM对西部AI算力大基地Capex效率的拖累 物理电网的铁律：电网扩容瓶颈与变压器供应链弹性对撞 AI 负荷的极限压… 物理电网的铁律：电网扩容瓶颈与变压器供应链弹性对撞 AI 负荷的极限压力测试: 物理电网的铁律：电网扩容瓶颈与变压器供应链弹性对撞 AI 负荷的极限压力测试
Research Timeline Tracker

See how briefings, reports, theses, and recaps evolve

A public, clickable timeline built from daily AI Institute outputs and human-readable reader reports.

Open timeline
Events156 Days39 Theses50
2026-06-30 变化雷达 · 宏观传导 宏观通胀传导 变化雷达 → 2026-06-30 变化雷达 · AI 基础设施 AI 基础设施 变化雷达 → 2026-06-30 变化雷达 · 电力与电网 电力与电网 变化雷达 → 2026-06-30 变化雷达 · 研究系统 工业供给瓶颈 变化雷达 → 2026-06-30 变化雷达 · 半导体与存储 半导体与存储 变化雷达 → 2026-06-30 动态论点 · 宏观传导 MSCI 调整窗口是被动资金与主动减仓相互博弈的流动性事件 →

Latest Daily Briefs

Auto-generated
01 Morning Brief

7-stage analyst pipeline — coming soon

02 Editor Report

4-phase contradiction sweep — coming soon

03 Mailbox Digest

Cross-desk exchanges — coming soon

01 晨间简报

7阶段分析师管线 — 即将推出

02 总编报告

4阶段矛盾梳理 — 即将推出

03 邮箱摘要

跨部门交流 — 即将推出

Brief Archive

Deep Research Papers

Latest
EN

The Dual Edges of the Blade: AI as Driver and Mitigator of Global Inflation

Deep research synthesis based on 1,062 reports from the AI Institute.
EN

AI Institute — Architecture Reference

Complete architecture reference of the AI Institute system: deployment shape, data plane, request plane, and individual subsystems.
EN

Industry Chain + Knowledge Graph Proposal

A specification describing the full impact of introducing a chain/KG layer across every part of the AI Institute project.
EN

Deep Analysis: AI Institute Ecosystem Architecture

Long-term empirical analysis of the AI Institute's multi-agent research framework with structural distribution of research capabilities.
EN

The AI Institute: A Next-Generation Autonomous Multi-Agent Framework for Financial Research

Comprehensive analysis of the AI Institute's architecture, operational mechanisms, and empirical outcomes based on recent operational data.
中文

双刃剑：人工智能作为全球通胀的结构性驱动力与缓和剂

基于AI研究院1,062份报告的深度综合分析。
中文

深度分析：AI研究院生态系统架构

对AI研究院多智能体研究框架的长期实证分析，可视化研究能力在类别、模型和工作负载上的结构分布。
中文

AI 研究院：下一代金融研究的多智能体协同框架

深入分析AI研究院的架构、运行机制，并基于近期运行数据展示其实证成果。

The Institute Series

6-Part Deep Dive
01

The Big Idea — Why a Multi-Agent AI Operating System

Part 1: The philosophical foundation behind ResearchOS.

→ 02

How It Works — Architecture Deep Dive

Part 2: Technical architecture of Agent Route and the AI Institute.

→ 03

Infinite Research — The Application Layer

Part 3: How the whiteboard pipeline produces autonomous research.

→ 04

AI Institute — The Research Platform

Part 4: Deep dive into the 42-analyst autonomous research ecosystem.

→ 05

The Build Story — Ten Days with AI

Part 5: The personal journey of building ResearchOS in 10 days.

→ 06

Looking Forward — What's Next

Part 6: Future roadmap and vision for ResearchOS.

→ 07

ResearchOS · An Open Series — Index

A six-part series index introducing ResearchOS, a personal AI orchestration platform, for non-technical readers.

→
01

人类友好的AI研究院结果展示平台上线了

介绍 AI Institute、ResearchOS 与 Vibe：为什么 AI 研究成果越来越难读，以及我们为什么需要一个面向人类决策的展示平台。

→ 02

核心想法 — 为什么需要多智能体AI操作系统

第一篇：ResearchOS背后的哲学基础。

→ 03

它如何运作 — 架构深度解析

第二篇：Agent Route和AI研究院的技术架构。

→ 04

无限研究 — 应用层

第三篇：白板流水线如何产出自主研究。

→ 05

智研所 — 研究平台

第四篇：42位分析师自主研究生态系统的深度解析。

→ 06

构建故事 — 与AI结伴的十天

第五篇：在10天内构建ResearchOS的个人历程。

→ 07

展望未来 — 下一步

第六篇：ResearchOS的未来路线图与愿景。

→ 08

ResearchOS · 公开文章系列 — 索引

一套六篇文章系列索引，介绍ResearchOS——一个个人搭建的AI协同平台。

→

Vibelog & Guides

EN

Building a Sustainable AI Institute Around Agentic Models

The AI Institute build story: not more AI-written reports, but a durable research organization where agentic models operate through roles, cadence, memory, evidence, and human decision workflows.
EN

Illustrated Introduction to ResearchOS

A comprehensive visual tour of ResearchOS.
EN

AI Institute · Complete Introduction

A comprehensive introduction to the AI Stock Research Institute for investors, portfolio managers, and allocators.
EN

The ResearchOS Project Story

The complete narrative behind building ResearchOS.
EN

App Showcase — Agent Route & AI Institute

Visual gallery of the Agent Route and AI Institute interfaces.
中文

把 Agentic Models 组织成一座可持续运行的 AI 研究院

AI Institute 的构建故事：不是让模型多写报告，而是把 agentic models 纳入角色、节奏、记忆、证据和人类决策流程。
中文

ResearchOS 图文并茂的完整介绍

ResearchOS的全面视觉导览。
中文

AI 研究院 · 项目完整介绍

面向投资经理、配置机构、研究负责人的AI股票研究院项目完整导读。
中文

ResearchOS 项目故事

构建ResearchOS背后的完整叙事。
中文

应用视觉图赏 — Agent Route 与 AI Institute

Agent Route与AI Institute交互界面的精简画廊。