全市场周期发现Market-wide cycle insights
全市场周期雷达：这一轮的发现Findings from the market-wide cycle radar
八个发现、全市场周期地图，以及 47 家终稿公司的分析全文。Eight findings, a market-wide cycle map, and full research notes on 47 companies.
周期雷达Market cycle radar
Cycle RadarCycle Radar
半导体走到了周期的哪里Where is the chip cycle now?
一个行业有几百家公司，没人读得完它们的财报。Cycle Radar 让三层 AI 分工来读：便宜的模型把每家公司初筛一遍，值得深挖的交给更强的模型细读，最后由最强的模型核对原文、写出终稿。每一页是某个时间点的快照，不是荐股。No one can read every filing from hundreds of companies in one industry. Cycle Radar splits the work across three tiers of AI models: a fast model screens every company, a stronger one digs into the promising ones, and the strongest checks the source filings and writes the final notes. Each page is a snapshot in time, not investment advice.
半导体周期雷达Semiconductor cycle radar
304 家半导体公司，走到了周期的哪里304 chip companies, placed on the cycle
A 股、港股、美股的半导体公司全部过一遍：周期盘、机会地图、排行榜，以及最后入选的 13 家终稿。Every listed chip company in China A-shares, Hong Kong and the US: a cycle wheel, an opportunity map, rankings, and 13 final write-ups.
304家公司companies
3层模型model tiers
13份终稿final notes
290 家已初筛 · 最多的在「早期复苏」，100 家 · 研究参考日 2026-10-09290 screened · most are in early recovery (100) · as of 2026-10-09