parent: 0ff459 | patch | commitdiff
cai
2026-07-19 d04681831386d7d0f42c1411fdccbb7c4cd1f170
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author cai <cai@example.local>
Sunday, July 19, 2026 19:40 +0800
committer cai <cai@example.local>
Sunday, July 19, 2026 19:40 +0800
commitd04681831386d7d0f42c1411fdccbb7c4cd1f170
tree 4b8b79693ebb2dc018edfa89da4ea3eda3f2caa7 tree | zip | gz
parent 0ff45955df102e471160bd031db54692f290258f view | diff 
data: update July analysis inputs and runtime config
3 files modified
1 files deleted
57 files added
2265 ■■■■■ changed files
.mbx/messages.jsonl 6 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260707-1.txt diff | view | raw | blame | history
ana-data/new-金融学长/20260707-2.txt 7 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260708-1.txt 32 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260708-2.txt 8 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260709-1.txt 20 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260710-1.txt 27 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260713-1.txt 34 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260713-2.txt 10 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260715-1.txt 42 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260716-1.txt 33 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260717-1.txt 34 ●●●●● diff | view | raw | blame | history
ana-data/new-金融学长/20260719-1.txt 9 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/7.7国际局势_日本在全面自救__哔哩哔哩_bilibili (1).txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/7.7国际局势_日本跟韩国搞了件大事情__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/7.8国际局势_咱家选定日本作为目标了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/7.8国际局势_它们的眼神都变清澈了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/7.8国际局势_比利时彻底被川普干懵_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.7俄罗斯开始怀念欧美的生活了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.7印度在国际上已经失去话语权了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.7小本子要玩真的了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.7日本现在非常难受__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.8俄罗斯今天被干惨__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.8小本子举国上下蛙蛙叫__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.8小本彻底傻眼了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.8整个日本都震惊了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-dafei/国际局势_7.8日本眼神变清澈了__哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-08-08-机器人板块行业分析_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-08-19-PCB设备_人形机器人_商业航天最新行业分析_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-08-20-人形机器人产业逻辑和框架_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-09-13-peek碳纤维复合引领人形机器人轻量化浪潮_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-09-17-人形机器人产业链的超预期机会_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-09-18-人形机器人产业链主升浪行情_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-09-19-Tesla审厂进行时_机器人观点更新_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-09-22-人形机器人热点事件更新_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-10-20-内资闭门会_人形机器人板块产业链近况更新_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-10-21-内资闭门会_人形机器人板块国产链四季度展望_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-11-05-内资闭门会_机器人板块调整_如何看待投资机会_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-11-06-内资闭门会_机器人板块细分赛道龙头公司汇报)_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-11-11-机构闭门会议_机器人灵巧手板块预期差在哪里_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-11-22-机构闭门会议_人形机器人具身智能大脑的进化之路_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2025-12-10-机构闭门会议_当下为什么要重视特斯拉机器人产业链_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-01-03-机构闭门会议_布局2026_人形机器人投资策略_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-01-17-机构闭门会议_人形机器人板块_电机产业更新_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-01-19-机构闭门会议_人形机器人灵巧手能力跃迁关键支点_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-05-09-内资闭门会 _ 机器人产业边际变化中 的投资机会 _ YX万台 产能秒空_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-05-09-机构闭门会议_机器人产业边际变化中的投资机会_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-05-30-内资闭门会 _ 机器人订单重启_T链核心_岱美新泉_ASP与主业双共振_汽车零部件左侧布局_关注_松原瑞虎_超跌机会__2026.05.30_d16952_哔哩.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-06-05-内资闭门会 _ 独家_特斯拉机器人V3量产前夜_A供名单已定_手把手带你抓住确定性行情__2026-06-05_a70a31_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-06-25-内资闭门会 _ AI第三浪_物理AI全产业链投资图谱_人形机器人_自动驾驶_工业自动化三大赛道深度拆解 _ 2026-06-25_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-07-02-机构闭门会议_特斯拉人形机器人量产进度更新_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-07-04-内资闭门会 _ 双环传动机器人减速器龙头 _ 特斯拉核心供应商 _ 新型关节量产催化 _ 2026-07-04_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-07-06-闭门会议核心拆解-人形机器人暴涨20_后_如何把握7月V3量产催化_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-07-07-内资闭门会 _ 特斯拉机器人量产倒计时 _ 核心供应链投资机会 _ 黑马标的与港股低估值挖掘 _ 2026-07-07_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-滚雪球之路/2026-07-08-闭门会议核心拆解-人形机器人冰点反弹持续_三重催化开启新行情_哔哩哔哩_bilibili.txt 1 ●●●●● diff | view | raw | blame | history
ana-data/news-熊猫财经/7月10日.txt 682 ●●●●● diff | view | raw | blame | history
ana-data/news-熊猫财经/7月8日-会议纪要.md 79 ●●●●● diff | view | raw | blame | history
ana-data/news-熊猫财经/7月8日.txt 581 ●●●●● diff | view | raw | blame | history
ana-data/news-熊猫财经/7月9日.txt 583 ●●●●● diff | view | raw | blame | history
mbx.project.yaml 12 ●●●●● diff | view | raw | blame | history
mbx.project.yaml.bak 24 ●●●●● diff | view | raw | blame | history