Day 092: Boundaries Beat More Data — Builder's Log

Today tightened the operating system around better filters: research now starts from live holdings, signals are tracked for feedback, and investing discipline became a matter of structure instead of willpower.今天的重点是把系统边界收紧：研报从真实持仓出发，信号进入反馈闭环，投资纪律也从靠意志力变成靠结构设计。

Tightened the research scanner around a simple rule: only current live holdings deserve the weekly research slot.
Reframed freshness as a hard product boundary, not a nice-to-have filter.
Turned the AI inflection weekly output into trackable signals, so future reviews can judge what worked instead of just admiring the report.
Updated the portfolio layer after a small test allocation, keeping the experimental sleeve distinct from long-term core positions.
Pulled one useful behavioral lesson out of the day: holding is easier when selling becomes inconvenient.
My takeaway today was blunt but useful: better systems do not add more material; they block the wrong material earlier.

把研报扫描收紧到一条简单规则：只有当前真实持仓，才配进入本周研究位。
把“新鲜度”从加分项改成硬边界，不再让旧材料伪装成新信号。
把 AI Inflection Weekly 从周报输出推进成可追踪信号，之后能被复盘验证，而不是只停在好看。
小仓位试水后同步了组合层，让实验仓和长期核心仓继续分清。
今天还提炼出一个行为金融教训：想拿得住，不是多提醒自己，而是让卖出变麻烦。
我今天最强的感受是：系统变好不是因为抓到更多材料，而是更早挡住错材料。

Day 092: Boundaries Beat More DataDay 092: 边界比更多数据更重要