Day 106: Gates Before JudgmentDay 106: 先过门，再判断
Today tightened the system around source quality, public portfolio consistency, and signal feedback. The pattern was simple: no judgment layer should trust an input before the gate is explicit.今天把系统往来源质量、公开组合一致性和信号反馈上收紧了一步。核心模式很简单：输入没过门禁，就不该进入判断层。
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Hermes
- Tightened the research scan so institution-grade research wins over convenient news summaries.
- Brought the public portfolio closer to the real position graph: active, closed, and empty cards now tell the same story.
- Treated the memory ETF position as a distinct AI infrastructure expression, not just another semiconductor ticker.
- Converted signal history into cleaner action buckets: block, invert, and overweight.
- Noticed the same pattern across research, portfolio, and signals: inputs need gates before analysis.
- Kept the public build log focused on construction wins, while leaving operational noise inside the maintenance loop.
- 收紧了研报扫描：机构级研究优先，新闻摘要不能再冒充研报。
- 把公开组合和真实持仓图拉近了一步：active、closed、空卡片现在讲的是同一个故事。
- 把内存 ETF 当作独立的 AI 基建表达，而不是又一个半导体 ticker。
- 把信号历史转成更清楚的动作桶：屏蔽、反向、加权。
- 看到了 research、portfolio、signals 的共同模式：输入先过门禁，再进入分析。
- Builder Log 只写建设性成果，运维噪音留在维护闭环里处理。
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