Cai
2026-08-24 156ea25b402479f0abc54c558bbf87f9eaaa0422
2026-08-24 Cai
docs: add industry and value-chain research template
tree@ 156ea2 commitdiff
2026-08-24 Cai
docs: promote industry chain map method to public docs
tree@ 15ae32 commitdiff
2026-08-23 Cai
docs: expand solar storage and battery chain maps
tree@ 46c6fe commitdiff
2026-08-22 Cai
docs: enrich storage industry chain map
tree@ b04d7e commitdiff
2026-08-22 Cai
chore: 记录2026-08-21估值周度增量复评
tree@ 204298 commitdiff
2026-08-21 Cai
chore: 补全2026-08-21估值泡沫字段
tree@ 057e59 commitdiff
2026-08-21 Cai
chore: 更新2026-08-21股票估值每日台账
tree@ b5cd4d commitdiff
2026-08-20 Cai
fix(valuation): use three-zone semiconductor ranking
tree@ f046e0 commitdiff
2026-08-20 Cai
feat(valuation): rank semiconductors by lower-bound discount
tree@ 61cf00 commitdiff
2026-08-20 Cai
chore: update valuation ledger for 2026-08-20
tree@ 2612bb commitdiff
2026-08-20 Cai
feat(valuation): add semiconductor valuation ranking
tree@ 790814 commitdiff
2026-08-20 Cai
feat(valuation): complete current research universe assessments
tree@ 7d82e1 commitdiff
2026-08-19 Cai
chore: 更新2026-08-19股票估值每日台账
tree@ 0bc0e6 commitdiff
2026-08-18 Cai
chore: 更新2026-08-18股票估值每日台账
tree@ eb8ba4 commitdiff
2026-08-17 Cai
运维: 更新 2026-08-17 股票估值台账
tree@ da6029 commitdiff
2026-08-16 Cai
更新股票估值台账至2026-08-14
tree@ 326f52 commitdiff
2026-08-16 Cai
docs(defense): quantify J-10CE and PL missile value pools
tree@ 1b8c8c commitdiff
2026-08-16 Cai
docs(defense): add J-10CE industry linkage study
tree@ 2992ae commitdiff
2026-08-16 Cai
docs: 完善铖昌科技董事长视角公司全景
tree@ 728579 commitdiff
2026-08-16 Cai
docs: expand defense export procurement transmission
tree@ a71d1c commitdiff
2026-08-14 Cai
补交最新开发执行日志
tree@ 9f147e commitdiff
2026-08-14 Cai
补交B站采集器最新验证记录
tree@ 502d08 commitdiff
2026-08-14 Cai
汇总提交当前工作区全部成果
tree@ 85bbcb commitdiff
2026-08-14 Cai
补记四行业估值会话整体耗时
tree@ 783dbe commitdiff
2026-08-14 Cai
补齐四行业调研标的估值覆盖
tree@ 8ca003 commitdiff
2026-08-13 Cai
股票估值:新增德业股份与思源电气评估
tree@ 7298b0 commitdiff
2026-08-13 Cai
docs: 补充无人机GNSS术语说明
tree@ 3e71d7 commitdiff
2026-08-13 Cai
docs: 补充无人机导航模块供应链
tree@ d11d9f commitdiff
2026-08-12 Cai
research(energy): compare storage and grid geopolitical exposure
tree@ b32704 commitdiff
2026-08-12 Cai
research(defense): complete topic priorities and peer comparisons
tree@ 90ae15 commitdiff
2026-08-12 Cai
research(defense): add 2025-2026 performance continuity comparisons
tree@ f9b647 commitdiff
2026-08-11 Cai
research(defense): complete missile and sector chain studies
tree@ 9df1b2 commitdiff
2026-08-10 Cai
research(defense): update conflict-priority studies
tree@ da3591 commitdiff
2026-08-10 Cai
research(defense): refresh priority industry studies
tree@ dcbb7e commitdiff
2026-08-10 Cai
chore(mbx): record workflow dispatches
tree@ 7d2279 commitdiff
2026-08-10 Cai
content(video): update creator feed archive
tree@ 8b48cb commitdiff
2026-08-09 Cai
research(defense): update conventional ammunition study
tree@ 89c1e0 commitdiff
2026-08-09 Cai
docs(governance): synchronize project and research records
tree@ ad23a6 commitdiff
2026-08-09 Cai
feat(project): update collection and media tooling
tree@ 7eabb4 commitdiff
2026-08-09 Cai
research(new-energy): add batch automation utilities
tree@ 7cade9 commitdiff
2026-08-09 Cai
research(semiconductor): consolidate industry research and sources
tree@ 9d2e63 commitdiff
2026-08-09 Cai
research(new-energy): add four-track atlas and evidence
tree@ e282fd commitdiff
2026-08-09 Cai
research(defense): consolidate industry atlas and evidence
tree@ 357222 commitdiff
2026-08-09 Cai
chore: store research binaries with Git LFS
tree@ 957a1a commitdiff
2026-08-09 Cai
valuation: add bubble cause analysis to current ledger
tree@ 0af27b commitdiff
2026-08-09 Cai
fix: secure Hibor input on replacement emulator
tree@ 892908 commitdiff
2026-08-09 Cai
valuation: refresh all current judgements and enforce single latest
tree@ d7f33c commitdiff
2026-08-09 Cai
docs(robot): complete company coverage and source backfill
tree@ 9f6cdd commitdiff
2026-08-08 Cai
docs: 更新美伊冲突研究与情景预案
tree@ f31254 commitdiff
2026-08-06 Cai
valuation: add batch reports and refresh daily ledger
tree@ 1ed87b commitdiff
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