Day 157: Teaching Research to WaitDay 157: 让研究学会等待
Turned a weekly research list into the beginning of a measurable feedback loop, with timing and restraint ahead of output volume.把每周研究清单改造成可复盘的反馈起点，让买点与克制排在推荐数量之前。
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Hermes
- Built a historical scorecard that checks how past research ideas behaved after publication instead of explaining them only with fresh headlines.
- Separated an interesting company from an actionable entry, so research quality and timing quality are no longer blended into one label.
- Replaced long retrospective tables with a compact record of entry price, later performance, the mistake, and the rule for next time.
- Added explicit states for buy now, wait for a pullback, wait for an event, and research only—each with a trigger and an invalidation condition.
- Made zero actionable ideas a valid weekly result; a research system should not manufacture conviction to fill a template.
- Expanded the industry map across advanced packaging, rack-level power and cooling, and stablecoin settlement infrastructure without turning every gap into a trade.
- I realized that a scorecard is only an audit: the system starts learning when the evidence changes what it ranks, when it waits, and what it refuses to recommend.
- 给历史研究标的建立了买点记分表，不再只用最新新闻解释推荐后的走势。
- 把“公司值得研究”和“现在值得买”拆开，研究质量与入场质量不再混成同一个标签。
- 把冗长回顾压成推荐价、后续表现、买点错误与下一次规则，让复盘真正服务下一次动作。
- 新增“可买、等回撤、等事件、只研究”四种状态，每种都必须带触发条件与失效条件。
- 允许一周出现零个可买标的；研究系统不该为了填满模板制造确定性。
- 产业地图补上先进封装、机架级供电与散热、稳定币结算基础设施，但不再把每个缺口自动变成交易。
- 我意识到，记分表只是审计；只有证据会改变下一次的排序、等待和拒绝，系统才真的开始学习。
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