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  "date": "2026-04-22",
  "dayNumber": 1,
  "status": "featured",
  "headline": "第一条公开研究线程进入时间轴",
  "summary": "研究从一次性回答转向可持续延续、可追踪的讨论链。",
  "dominantTopic": {
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    "labelZh": "宏观、通胀与利率",
    "labelEn": "Macro, inflation and rates",
    "color": "red",
    "keywords": [
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      "yield",
      "美联储",
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      "cpi",
      "pce",
      "美元"
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    "count": 2
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  "activityScore": 55,
  "metrics": {
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    "researchThreads": 3,
    "researchNotes": 30,
    "thesisEvents": 1,
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    "readerMemos": 0,
    "recaps": 0,
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      "id": "archive-97b621fd9fa5",
      "title": "既有研究记录- 另类数据综合",
      "date": "2026-04-22",
      "href": "/investor/reports/archive-97b621fd9fa5/",
      "analyst": "未识别",
      "analystId": "",
      "category": "其他",
      "excerpt": "所选分析师： altdata-analyst 任务框架： 卫星数据、信用卡消费、App 使用与供应链读数 研究主题： 区域性银行信用压力是否会改写美联储反应函数？ 立场： synthesize 日期： 2026-05-04",
      "tags": [
        "AI",
        "通胀",
        "宏观",
        "A股",
        "能源"
      ],
      "sourceKind": "research_thread"
    },
    {
      "id": "archive-6b4d059afb0b",
      "title": "2026-06-12 A股海工装备压力测试：中集集团养殖装备订单风险与两融外溢",
      "date": "2026-04-22",
      "href": "/investor/reports/archive-6b4d059afb0b/",
      "analyst": "未识别",
      "analystId": "",
      "category": "其他",
      "excerpt": "2026-06-12 A股海工装备压力测试：中集集团养殖装备订单风险与两融外溢",
      "tags": [
        "AI",
        "通胀",
        "宏观",
        "A股",
        "风险"
      ],
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    }
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  "discussions": [
    {
      "title": "Crowding Alert · Find the non-consensus inflection",
      "question": "围绕 Crowding Alert 与 Fear-greed index, fund flows, investor behavior，找出未来 30-90 天最容易被市场低估的拐点，并说明为什么现在值得启动深度研究。",
      "status": "completed",
      "analyst": "市场情绪师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "Daily Technical Scan · Stress-test the dominant narrative",
      "question": "围绕 Daily Technical Scan 与 Chart patterns, MA systems, volume-price, Elliott waves，选择一个主流市场叙事并做压力测试，指出最薄弱的一环以及应如何验证...",
      "status": "completed",
      "analyst": "technical-analyst",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "Power Demand Weekly · Map the second-order effects",
      "question": "围绕 Power Demand Weekly 与 Oil, gas, coal, renewables, power generation，拆解一条具有二阶影响的研究链条，重点说明哪些连锁变量最可能改变当前共识。",
      "status": "completed",
      "analyst": "能源行业分析师",
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      "href": "/investor/console/#operations"
    }
  ],
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      "title": "信用再融资压力正在把利率风险转化为资产负债表筛选",
      "titleEn": "Credit refinancing pressure is turning rate risk into balance-sheet selection",
      "href": "/investor/theses/thesis-9a860a8801/",
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      "neutral": 0,
      "eventCount": 1,
      "events": [
        {
          "title": "另类数据综合",
          "summary": "所选分析师： altdata-analyst 任务框架： 卫星数据、信用卡消费、App 使用与供应链读数 研究主题： 区域性银行信用压力是否会改写美联储反应函数？ 立场： synthesize 日期： 2026-05-04",
          "href": "/investor/reports/archive-97b621fd9fa5/",
          "stance": "supports",
          "stanceLabel": "支持"
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    {
      "date": "2026-04-22",
      "titleZh": "第一条公开研究线程进入时间轴",
      "titleEn": "The public research-thread timeline begins",
      "summaryZh": "研究从一次性回答转向可持续延续、可追踪的讨论链。",
      "href": "/investor/timeline/",
      "color": "blue"
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  "provenance": {
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    "note": "This day view is assembled from public, date-stamped AI Institute research contracts."
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}