{
  "schema": "researchos.hundred_days.day.v1",
  "date": "2026-04-23",
  "dayNumber": 2,
  "status": "recorded",
  "headline": "2026-04-23 · 公开研究已归档",
  "summary": "公开数据层尚未记录可展示的研究结果。",
  "dominantTopic": {
    "id": "research-system",
    "labelZh": "综合研究",
    "labelEn": "Integrated research",
    "color": "yellow"
  },
  "activityScore": 60,
  "metrics": {
    "reports": 0,
    "researchThreads": 11,
    "researchNotes": 97,
    "thesisEvents": 0,
    "personaEvents": 0,
    "readerMemos": 0,
    "recaps": 0,
    "deepResearch": 0
  },
  "reports": [],
  "discussions": [
    {
      "title": "2026年一季度中国经济增长质量与政策导向分析",
      "question": "5.0%的超预期GDP增长是否预示着“十五五”规划开局稳固？在消费疲软与外部地缘风险共存的背景下，货币与财政政策将如何协同以实现全年目标？",
      "status": "completed",
      "analyst": "中国宏观分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "2026年中国AI算力国产替代的真实进展：昇腾生态、国产HBM与TMT板块投资坐标",
      "question": "在Nvidia H20出货被进一步收紧、B20/B30许可未批与华为昇腾910C量产爬坡并行的2026年Q2，中国AI算力国产替代的渗透率与供给瓶颈究竟走到哪一步？TMT板块内最值得...",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "2026年国产AI芯片追赶进程与算力集群代差分析",
      "question": "面对Nvidia Rubin架构的发布，国产GPU厂商在单芯片算力与系统级集群架构上的最新竞争力如何？",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "ADR Monitor · Map the second-order effects",
      "question": "围绕 ADR Monitor 与 HK Connect, ADRs, US tech sector，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": "offshore-strategist",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "AI capex 瓶颈换挡：从 GPU 短缺到并网电力短缺",
      "question": "2026 年 AI 资本开支周期的核心约束是否已从芯片供给切换为并网电力，这一换挡对超大规模厂商收入实现节奏和受益者名单的跨资产含义是什么？",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "CoWoS-L + HBM4 dual bottleneck and pricing-power rent in the 2H26 AI compute chain",
      "question": "How severe is the 2H26 CoWoS-L and HBM4 supply squeeze, and where along the AI compute chain does the pricing-power rent actually accrue?",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "Daily Technical Scan · Find the non-consensus inflection",
      "question": "围绕 Daily Technical Scan 与 Chart patterns, MA systems, volume-price, Elliott waves，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...",
      "status": "completed",
      "analyst": "technical-analyst",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "Drug Pipeline Tracker · Surface the hidden signal",
      "question": "围绕 Drug Pipeline Tracker 与 Innovative drugs, CXO, medical devices, procurement policy，寻找一个被忽略但高信息量的观察指标，并解释它如何改变研究结论...",
      "status": "completed",
      "analyst": "医药行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "The Architecture Leap to Rubin and the 2026 Memory Bottleneck",
      "question": "How will the transition to HBM4 and the Rubin architecture reshape the AI infrastructure CAPEX cycle in the second half of 2026?",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 10,
      "href": "/investor/console/#operations"
    },
    {
      "title": "CXMT HBM3 slip and the shift of the Huawei Ascend bottleneck from SMIC wafer yield to domestic HBM supply",
      "question": "Given CXMT's HBM3 mass-production slip to 2H 2026, what is the realistic 2026 ceiling on Huawei Ascend 910C shipments, and which A-share memory/advanc...",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 5,
      "href": "/investor/console/#operations"
    },
    {
      "title": "中国AI算力芯片供应链本土化:2026年Q2产能与订单能见度跟踪",
      "question": "2026年Q2,中国AI算力本土替代链条的产能瓶颈与订单能见度究竟卡在哪个节点?投资视角下,哪一环节的供需剪刀差最锋利?",
      "status": "completed",
      "analyst": "TMT行业分析师",
      "noteCount": 2,
      "href": "/investor/console/#operations"
    }
  ],
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  "lanes": [],
  "stocks": [],
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  "provenance": {
    "contemporaneous": true,
    "note": "This day view is assembled from public, date-stamped AI Institute research contracts."
  }
}