🚨 Alert Command Center警报指挥中心

the tape right now当下盘面 · last近 30d天 ● 10 new today今日新增
RISK-OFF偏防御 pressure压力 96/100

The tape is leaning risk-off — 2 act-tier calls, 4 risk-off stress alerts (4 cross-asset-confirmed), a concentrated tape, recession risk low.整体盘面偏防御：2 条执行级信号、4 条风险规避压力警报（4 条获跨资产佐证）、盘面集中、衰退风险 低。 ?This is a DESCRIPTIVE read of what is firing right now plus the documented macro backdrop — not a forecast and not a probability the market falls. The pressure gauge is a transparent blend of how many act-tier and cross-asset-confirmed stress alerts are live; its parts are named in the sentence.这是对当前触发情况与有据可查的宏观背景的描述性解读 — 并非预测，也不是市场下跌的概率。压力表是执行级与获跨资产佐证的压力类警报数量的透明混合；其构成已在句中列明。

constructive偏进攻mixed喜忧参半risk-off偏防御
2
act now立即行动?Act-tier: a true cross-asset stress or regime call worth sizing around today.执行级：值得今日据以调整仓位的真正跨资产压力或机制信号。
27
worth watching值得关注
20
persisting持续中?Flags that have re-fired across several days rather than a one-off — stickier, and easy to lose in a plain de-duplicated list.已连续数日反复触发（而非一次性）的信号 — 黏性更强，在普通去重列表中容易被忽略。
60
live alerts活跃警报
▬ last 7d近7天 297 fires次触发 · normal正常 than usual于往常 (0.81×)?Alert firings in the last 7 days vs this window own trailing weekly rate. Tells you if it is a genuinely loud week or ambient chatter. Descriptive.近7天的警报触发次数对比本窗口自身的滚动周均值。用于判断这是真正嘈杂的一周还是背景噪音。描述性指标。

The stories behind the alerts警报背后的脉络 ?Related alerts collapse into one narrative so the board reads as a few stories, not dozens of disconnected rows. Click a story to filter the feed to it.相关警报归并为一条脉络，使看板呈现为若干故事，而非几十条零散记录。点击某条脉络可将下方信息流筛选至该类。

Backdrop — the context every alert is read against背景 — 解读每条警报的共同语境

Market regime市场机制
Goldilocks金发经济
cycle周期: mid · TRANSITIONING
Cross-asset tape跨资产盘面 ?Kritzman-Page absorption: are the major markets moving as one bet or genuinely separate? A CONCENTRATED tape corroborates a stress alert; a DIVERSIFIED one argues against chasing it.吸收比（Kritzman-Page）：主要市场是同一押注还是真正分散？集中的盘面会佐证压力类警报；分散的盘面则不支持追入。
CONCENTRATED集中
moving together同向变动: US, Commodities, Dollar
Risk backdrop风险背景
recession衰退: low低
drawdown回撤: low低 · NFCI loose宽松
Next catalyst下一个催化剂 ?The nearest high-impact US event. Acting INTO a major print (CPI/FOMC/auction) is itself a risk — size for the event, not just the signal.最近的高影响美国事件。在重大数据（CPI/FOMC/拍卖）前行动本身即是风险 — 应为事件而非仅为信号定仓。
FOMC · Jul 29
in还有 9d天 · 14:00 ET
60 of/ 60 shown显示 ·
Priority filter优先级筛选"> Priority优先级 Story脉络
82
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 40 (act) + severity 30 (critical) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 40 + 严重度 30 + 新鲜度 12 + 跨资产 0。
📊 Macro Vector宏观向量 critical关键 fading消退 2026-07-16 · 4d ago天前 · fired触发 4× over历 21d天
🧭 Regime radar moved — the market “weather” may be shifting🧭 转换雷达变动 — 市场“天气”可能正在转变
Transition state WEAKENING -> TRANSITIONING (3 flags active)Transition state WEAKENING -> TRANSITIONING (3 flags active)
→ high-conviction高信念 open打开 →
CONFIRMER确认项 — High — a regime shift re-prices everything downstream.高 — 周期转变会重新定价其下游的一切。 ?High — a regime shift re-prices everything downstream. Validated as: US macro regime quad (Goldilocks/Reflation/…). See Signal Lab for the full battery.高 — 周期转变会重新定价其下游的一切。 验证为：US macro regime quad (Goldilocks/Reflation/…)。 详见信号实验室。 Signal Lab信号实验室 →
76
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 40 (act) + severity 30 (critical) + recency 6 (<21d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 40 + 严重度 30 + 新鲜度 6 + 跨资产 0。
₿ Bitcoin Vector比特币向量 critical关键 2026-06-29 · 21d ago天前 · fired触发 2× over历 5d天
Down-impulse pressure: vol-of-vol jolt下行脉冲压力：波动率跳升
DVOL intraday-range spike (z≥2) — the options market is repricing risk. BTC $60,163.DVOL 日内振幅骤升（z≥2）— 期权市场正在重新定价风险。 BTC $60,163.
→ high-conviction高信念 open打开 →
CALIBRATED已校准 — Forward de-risk window from a verified LEADING precursor cross (impulse radar). Holdout-validated, leak-free; act early 来自经验证的领先前兆突破的前瞻减仓窗口（脉冲雷达）。已通过留出样本、无前视；应尽早行动 — 优势在约 2-4 天内衰减。对缓慢/期权平静式下跌无效（例如未能领先 2026-06-24 的下跌）。 ?Forward de-risk window from a verified LEADING precursor cross (impulse radar). Holdout-validated, leak-free; act early — the edge decays in ~2-4 days. BLIND to slow/options-calm flushes (e.g. it did NOT lead the 2026-06-24 cascade). See Signal Lab for the full battery.来自经验证的领先前兆突破的前瞻减仓窗口（脉冲雷达）。已通过留出样本、无前视；应尽早行动 — 优势在约 2-4 天内衰减。对缓慢/期权平静式下跌无效（例如未能领先 2026-06-24 的下跌）。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 30d天 2026-07-20 · today今天 · fired触发 13× over历 30d天
🔗 7-channel convergence on NVDA🔗 NVDA 7通道汇聚
NVDA lit up by 7 independent alt-data channels: affiliation, github_momentum, hf_model_momentum, lobbying, patent_cluster, retail_buzz, special_situation.NVDA 被 7 个独立替代数据渠道同时触发：affiliation, github_momentum, hf_model_momentum, lobbying, patent_cluster, retail_buzz, special_situation。
→ watch观察 NVDA open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 29d天 2026-07-20 · today今天 · fired触发 3× over历 29d天
🔗 3-channel convergence on BMY🔗 BMY 3通道汇聚
BMY lit up by 3 independent alt-data channels: clinical_phase3_start, cnbc_pick, fda_label_expansion.BMY 被 3 个独立替代数据渠道同时触发：clinical_phase3_start, cnbc_pick, fda_label_expansion。
→ watch观察 BMY open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-20 · today今天 · fired触发 3× over历 28d天
🔗 3-channel convergence on NFLX🔗 NFLX 3通道汇聚
NFLX lit up by 3 independent alt-data channels: app_demand, cnbc_pick, darkpool_accum.NFLX 被 3 个独立替代数据渠道同时触发：app_demand, cnbc_pick, darkpool_accum。
→ watch观察 NFLX open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-19 · 1d ago1天前 · fired触发 4× over历 28d天
🔗 5-channel convergence on INTC🔗 INTC 5通道汇聚
INTC lit up by 5 independent alt-data channels: darkpool_accum, gov_grant, lobbying, patent_cluster, special_situation.INTC 被 5 个独立替代数据渠道同时触发：darkpool_accum, gov_grant, lobbying, patent_cluster, special_situation。
→ watch观察 INTC open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-19 · 1d ago1天前 · fired触发 4× over历 28d天
🔗 3-channel convergence on TDG🔗 TDG 3通道汇聚
TDG lit up by 3 independent alt-data channels: 13f_add, congress_buy, special_situation.TDG 被 3 个独立替代数据渠道同时触发：13f_add, congress_buy, special_situation。
→ watch观察 TDG open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-19 · 1d ago1天前 · fired触发 3× over历 28d天
🔗 4-channel convergence on LLY🔗 LLY 4通道汇聚
LLY lit up by 4 independent alt-data channels: clinical_phase3_start, cnbc_pick, lobbying, special_situation.LLY 被 4 个独立替代数据渠道同时触发：clinical_phase3_start, cnbc_pick, lobbying, special_situation。
→ watch观察 LLY open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 major重要 ↻ persisting持续 18d天 2026-07-18 · 2d ago天前 · fired触发 4× over历 18d天
🌀 Rotating in — Enterprise (Software)🌀 资金轮入 — Enterprise（Software）
Enterprise just turned improving & accelerating (1W +1.4%, 1M -0.8%, 3M -8.6%; accel +2.0). An early rotate-in candidate — context, not a buy list.Enterprise 刚转为改善且加速（1周 +1.4%，1月 -0.8%，3月 -8.6%；加速 +2.0）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 major重要 ↻ persisting持续 12d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 12d天
🌀 Rotating in — Senior Living (Aging Population & Longevity)🌀 资金轮入 — Senior Living（Aging Population & Longevity）
Senior Living just turned leading & accelerating (1W +3.9%, 1M +11.1%, 3M +2.8%; accel +3.6). An early rotate-in candidate — context, not a buy list.Senior Living 刚转为领先且加速（1周 +3.9%，1月 +11.1%，3月 +2.8%；加速 +3.6）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-18 · 2d ago天前 · fired触发 13× over历 28d天
🔗 3-channel convergence on META🔗 META 3通道汇聚
META lit up by 3 independent alt-data channels: affiliation, cnbc_pick, special_situation.META 被 3 个独立替代数据渠道同时触发：affiliation, cnbc_pick, special_situation。
→ watch观察 META open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 28d天 2026-07-18 · 2d ago天前 · fired触发 5× over历 28d天
🔗 4-channel convergence on PLTR🔗 PLTR 4通道汇聚
PLTR lit up by 4 independent alt-data channels: affiliation, github_momentum, gov_contract_accel, retail_buzz.PLTR 被 4 个独立替代数据渠道同时触发：affiliation, github_momentum, gov_contract_accel, retail_buzz。
→ watch观察 PLTR open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 27d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 27d天
🔗 4-channel convergence on BWXT🔗 BWXT 4通道汇聚
BWXT lit up by 4 independent alt-data channels: activist_13d, congress_buy, lobbying, unusual_options.BWXT 被 4 个独立替代数据渠道同时触发：activist_13d, congress_buy, lobbying, unusual_options。
→ watch观察 BWXT open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 27d天 2026-07-18 · 2d ago天前 · fired触发 5× over历 27d天
🔗 4-channel convergence on MRK (Trump-linked)🔗 MRK 4通道汇聚（特朗普关联）
MRK lit up by 4 independent alt-data channels: clinical_phase3_start, fda_label_expansion, special_situation, trump. Includes a Donald Trump trade.MRK 被 4 个独立替代数据渠道同时触发：clinical_phase3_start, fda_label_expansion, special_situation, trump。（含特朗普交易）
→ watch观察 MRK open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 27d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 27d天
🔗 3-channel convergence on TXN🔗 TXN 3通道汇聚
TXN lit up by 3 independent alt-data channels: lobbying, patent_cluster, special_situation.TXN 被 3 个独立替代数据渠道同时触发：lobbying, patent_cluster, special_situation。
→ watch观察 TXN open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
60
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 major重要 ↻ persisting持续 27d天 2026-07-18 · 2d ago天前 · fired触发 4× over历 27d天
🔗 4-channel convergence on VST🔗 VST 4通道汇聚
VST lit up by 4 independent alt-data channels: cnbc_pick, material_8k, news_sentiment, special_situation.VST 被 4 个独立替代数据渠道同时触发：cnbc_pick, material_8k, news_sentiment, special_situation。
→ watch观察 VST open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
56
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 6 (<21d) + cross-asset 10 (confirm).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 6 + 跨资产 10。
🏛️ Bonds债券 major重要 2026-07-08 · 12d ago天前
Rates volatility (MOVE) → crisis利率波动（MOVE）→ 危机
The MOVE index crossed into the crisis band. A MOVE spike is the bond market's systemic-stress thermometer.MOVE指数进入危机区间，。MOVE跳升是债市系统性压力的温度计。
→ watch观察 ✓ tape confirm盘面佐证 open打开 →
SCORED已计分 IC +0.234 ?No standalone backtest for this alert family — the conviction is documented, not measured as a timing signal. Validated as: Bond-health drawdown gauge. See Signal Lab for the full battery.该警报族无独立回测 — 信念有据可查，但未作为择时信号度量。 验证为：Bond-health drawdown gauge。 详见信号实验室。 Signal Lab信号实验室 →
56
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 6 (<21d) + cross-asset 10 (confirm).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 6 + 跨资产 10。
🛢 Commodity Vector大宗商品 major重要 2026-06-30 · 20d ago天前
Oil: exogenous pressure detected原油：检测到外生压力
Oil moved beyond what its macro drivers explain (shock z -1.5). Historically FADES — war/supply premia mean-revert. Oil 69.50 $/bbl.原油的走势超出其宏观驱动可解释的范围（冲击 z -1.5）。历史上会消退 — 战争/供给溢价均值回归。 原油 69.50 美元/桶。
→ watch观察 ✓ tape confirm盘面佐证 oil open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
56
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 6 (<21d) + cross-asset 10 (confirm).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 6 + 跨资产 10。
🛢 Commodity Vector大宗商品 major重要 fading消退 2026-06-29 · 21d ago天前 · fired触发 3× over历 5d天
Gold: exogenous pressure detected黄金：检测到外生压力
Gold moved beyond what its macro drivers explain (shock z -1.6). Historically PERSISTS (central-bank-style bids have carried forward). Gold 3,978.50 $/oz.黄金的走势超出其宏观驱动可解释的范围（冲击 z -1.6）。历史上会持续（央行式买盘往往延续）。 黄金 3,978.50 美元/盎司。
→ watch观察 ✓ tape confirm盘面佐证 gold open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
📊 Alternative Data替代数据 major重要 fading消退 2026-07-17 · 3d ago天前 · fired触发 5× over历 27d天
🔗 3-channel convergence on UBER🔗 UBER 3通道汇聚
UBER lit up by 3 independent alt-data channels: affiliation, app_demand, special_situation.UBER 被 3 个独立替代数据渠道同时触发：affiliation, app_demand, special_situation。
→ watch观察 UBER open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 major重要 fading消退 2026-07-16 · 4d ago天前 · fired触发 3× over历 16d天
🌀 Rotating in — Gaming (Social Media)🌀 资金轮入 — Gaming（Social Media）
Gaming just turned leading & accelerating (1W +3.6%, 1M +13.0%, 3M +7.9%; accel +3.0). An early rotate-in candidate — context, not a buy list.Gaming 刚转为领先且加速（1周 +3.6%，1月 +13.0%，3月 +7.9%；加速 +3.0）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
📊 Alternative Data替代数据 major重要 fading消退 2026-07-16 · 4d ago天前 · fired触发 5× over历 25d天
🔗 6-channel convergence on IBM🔗 IBM 6通道汇聚
IBM lit up by 6 independent alt-data channels: cnbc_pick, github_momentum, gov_contract, hf_model_momentum, patent_cluster, unusual_options.IBM 被 6 个独立替代数据渠道同时触发：cnbc_pick, github_momentum, gov_contract, hf_model_momentum, patent_cluster, unusual_options。
→ watch观察 IBM open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🧺 Theme Rotation主题轮动 major重要 fading消退 2026-07-15 · 5d ago天前 · fired触发 4× over历 22d天
🔻 Robotics & Automation is deteriorating🔻 机器人与自动化 走弱
Robotics & Automation broke down into DETERIORATING — momentum and breadth weakening together. Recommendation now AVOID.机器人与自动化 转入「走弱」 — 动量与广度同步转弱，当前建议 AVOID。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🧺 Theme Rotation主题轮动 major重要 fading消退 2026-07-15 · 5d ago天前 · fired触发 4× over历 22d天
🔻 Uranium & Nuclear Fuel is deteriorating🔻 铀矿与核燃料 走弱
Uranium & Nuclear Fuel broke down into DETERIORATING — momentum and breadth weakening together. Recommendation now AVOID.铀矿与核燃料 转入「走弱」 — 动量与广度同步转弱，当前建议 AVOID。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🧺 Theme Rotation主题轮动 major重要 fading消退 2026-07-15 · 5d ago天前 · fired触发 3× over历 15d天
🔻 Nuclear & SMR Power is deteriorating🔻 核电与小型模块化反应堆 走弱
Nuclear & SMR Power broke down into DETERIORATING — momentum and breadth weakening together. Recommendation now AVOID.核电与小型模块化反应堆 转入「走弱」 — 动量与广度同步转弱，当前建议 AVOID。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🧺 Theme Rotation主题轮动 major重要 fading消退 2026-07-14 · 6d ago天前 · fired触发 3× over历 22d天
🔻 Defensives is deteriorating🔻 防御板块 走弱
Defensives broke down into DETERIORATING — momentum and breadth weakening together. Recommendation now AVOID.防御板块 转入「走弱」 — 动量与广度同步转弱，当前建议 AVOID。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
📊 Alternative Data替代数据 major重要 fading消退 2026-07-14 · 6d ago天前 · fired触发 4× over历 24d天
🔗 4-channel convergence on TSLA🔗 TSLA 4通道汇聚
TSLA lit up by 4 independent alt-data channels: 13f_add, affiliation, retail_buzz, special_situation.TSLA 被 4 个独立替代数据渠道同时触发：13f_add, affiliation, retail_buzz, special_situation。
→ watch观察 TSLA open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
🧺 Theme Rotation主题轮动 major重要 fading消退 2026-07-13 · 7d ago天前 · fired触发 3× over历 17d天
🔻 AI Semiconductors is deteriorating🔻 AI半导体 走弱
AI Semiconductors broke down into DETERIORATING — momentum and breadth weakening together. Recommendation now AVOID.AI半导体 转入「走弱」 — 动量与广度同步转弱，当前建议 AVOID。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
52
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 18 (major) + recency 12 (<7d) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 18 + 新鲜度 12 + 跨资产 0。
📊 Alternative Data替代数据 major重要 fading消退 2026-07-13 · 7d ago天前 · fired触发 3× over历 22d天
🔗 3-channel convergence on DHR (Trump-linked)🔗 DHR 3通道汇聚（特朗普关联）
DHR lit up by 3 independent alt-data channels: affiliation, special_situation, trump. Includes a Donald Trump trade.DHR 被 3 个独立替代数据渠道同时触发：affiliation, special_situation, trump。（含特朗普交易）
→ watch观察 DHR open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
50
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 12 (<7d) + cross-asset 10 (confirm).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 12 + 跨资产 10。
🛢 Commodity Vector大宗商品 minor次要 2026-07-15 · 5d ago天前
Silver: capitulation watch白银：投降式抛售观察
Risk Index held ≥ 50 for 21 days — at sustained extremes the gauge is contrarian (near-capitulation).风险指数连续 21 天 ≥ 50 — 在持续极值处该指标为逆向信号（接近投降）。
→ watch观察 ✓ tape confirm盘面佐证 silver open打开 →
CONFIRMER确认项 ?No standalone backtest for this alert family — the conviction is documented, not measured as a timing signal. Validated as: Commodity risk index (gold/silver/copper/oil). See Signal Lab for the full battery.该警报族无独立回测 — 信念有据可查，但未作为择时信号度量。 验证为：Commodity risk index (gold/silver/copper/oil)。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天 · fired触发 2× over历 28d天
🔗 2-channel convergence on BABA🔗 BABA 2通道汇聚
BABA lit up by 2 independent alt-data channels: cnbc_pick, special_situation.BABA 被 2 个独立替代数据渠道同时触发：cnbc_pick, special_situation。
→ watch观察 BABA open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 ↻ persisting持续 27d天 2026-07-20 · today今天 · fired触发 6× over历 27d天
🔗 2-channel convergence on DDOG🔗 DDOG 2通道汇聚
DDOG lit up by 2 independent alt-data channels: github_momentum, special_situation.DDOG 被 2 个独立替代数据渠道同时触发：github_momentum, special_situation。
→ watch观察 DDOG open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天 · fired触发 2× over历 17d天
🔗 3-channel convergence on LUMN🔗 LUMN 3通道汇聚
LUMN lit up by 3 independent alt-data channels: gov_contract_accel, lobbying, special_situation.LUMN 被 3 个独立替代数据渠道同时触发：gov_contract_accel, lobbying, special_situation。
→ watch观察 LUMN open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天 · fired触发 2× over历 1d天
🔗 3-channel convergence on VRTX (Trump-linked)🔗 VRTX 3通道汇聚（特朗普关联）
VRTX lit up by 3 independent alt-data channels: lobbying, special_situation, trump. Includes a Donald Trump trade.VRTX 被 3 个独立替代数据渠道同时触发：lobbying, special_situation, trump。（含特朗普交易）
→ watch观察 VRTX open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天
🔗 2-channel convergence on JEF🔗 JEF 2通道汇聚
JEF lit up by 2 independent alt-data channels: insider_buy, special_situation.JEF 被 2 个独立替代数据渠道同时触发：insider_buy, special_situation。
→ watch观察 JEF open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天
🔗 2-channel convergence on HCA (Trump-linked)🔗 HCA 2通道汇聚（特朗普关联）
HCA lit up by 2 independent alt-data channels: special_situation, trump. Includes a Donald Trump trade.HCA 被 2 个独立替代数据渠道同时触发：special_situation, trump。（含特朗普交易）
→ watch观察 HCA open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-20 · today今天
🔗 2-channel convergence on LPL🔗 LPL 2通道汇聚
LPL lit up by 2 independent alt-data channels: patent_cluster, special_situation.LPL 被 2 个独立替代数据渠道同时触发：patent_cluster, special_situation。
→ watch观察 LPL open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-19 · 1d ago1天前 · fired触发 2× over历 28d天
🔗 2-channel convergence on TXT🔗 TXT 2通道汇聚
TXT lit up by 2 independent alt-data channels: lobbying, special_situation.TXT 被 2 个独立替代数据渠道同时触发：lobbying, special_situation。
→ watch观察 TXT open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
📊 Alternative Data替代数据 minor次要 🆕 new新 2026-07-19 · 1d ago1天前
🔗 2-channel convergence on BBIO🔗 BBIO 2通道汇聚
BBIO lit up by 2 independent alt-data channels: lobbying, special_situation.BBIO 被 2 个独立替代数据渠道同时触发：lobbying, special_situation。
→ watch观察 BBIO open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 15d天
🌀 Rotating in — Telemedicine (Healthcare & Biotech)🌀 资金轮入 — Telemedicine（Healthcare & Biotech）
Telemedicine just turned leading & accelerating (1W +3.2%, 1M +12.9%, 3M +31.1%; accel +0.8). An early rotate-in candidate — context, not a buy list.Telemedicine 刚转为领先且加速（1周 +3.2%，1月 +12.9%，3月 +31.1%；加速 +0.8）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 15d天
🌀 Rotating in — Office (Real Estate & REITs)🌀 资金轮入 — Office（Real Estate & REITs）
Office just turned leading & accelerating (1W +5.3%, 1M +5.9%, 3M +29.6%; accel +3.0). An early rotate-in candidate — context, not a buy list.Office 刚转为领先且加速（1周 +5.3%，1月 +5.9%，3月 +29.6%；加速 +3.0）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 12d天
🌀 Rotating in — Medical (Wearables)🌀 资金轮入 — Medical（Wearables）
Medical just turned leading & accelerating (1W +0.7%, 1M +3.5%, 3M +4.9%; accel +0.3). An early rotate-in candidate — context, not a buy list.Medical 刚转为领先且加速（1周 +0.7%，1月 +3.5%，3月 +4.9%；加速 +0.3）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 12d天
🌀 Rotating in — Music (Digital Entertainment)🌀 资金轮入 — Music（Digital Entertainment）
Music just turned leading & accelerating (1W +0.7%, 1M +2.6%, 3M +3.3%; accel +0.4). An early rotate-in candidate — context, not a buy list.Music 刚转为领先且加速（1周 +0.7%，1月 +2.6%，3月 +3.3%；加速 +0.4）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 ↻ persisting持续 12d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 12d天
🌀 Rotating in — Healthcare (Aging Population & Longevity)🌀 资金轮入 — Healthcare（Aging Population & Longevity）
Healthcare just turned leading & accelerating (1W +0.1%, 1M +3.4%, 3M -0.2%; accel +0.2). An early rotate-in candidate — context, not a buy list.Healthcare 刚转为领先且加速（1周 +0.1%，1月 +3.4%，3月 -0.2%；加速 +0.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 ↻ persisting持续 12d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 12d天
🌀 Rotating in — Alt Protein (Healthy Food & Nutrition)🌀 资金轮入 — Alt Protein（Healthy Food & Nutrition）
Alt Protein just turned leading & accelerating (1W +0.8%, 1M +2.7%, 3M -2.4%; accel +0.9). An early rotate-in candidate — context, not a buy list.Alt Protein 刚转为领先且加速（1周 +0.8%，1月 +2.7%，3月 -2.4%；加速 +0.9）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 ↻ persisting持续 10d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 10d天
🌀 Rotating in — Smartwatches (Wearables)🌀 资金轮入 — Smartwatches（Wearables）
Smartwatches just turned leading & accelerating (1W +1.9%, 1M +3.5%, 3M +8.1%; accel +1.2). An early rotate-in candidate — context, not a buy list.Smartwatches 刚转为领先且加速（1周 +1.9%，1月 +3.5%，3月 +8.1%；加速 +1.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 ↻ persisting持续 9d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 9d天
🌀 Rotating in — Waste (Environmental Sustainability)🌀 资金轮入 — Waste（Environmental Sustainability）
Waste just turned leading & accelerating (1W +0.6%, 1M +7.1%, 3M -4.5%; accel +0.9). An early rotate-in candidate — context, not a buy list.Waste 刚转为领先且加速（1周 +0.6%，1月 +7.1%，3月 -4.5%；加速 +0.9）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 9d天
🌀 Rotating in — Products (Nanotechnology)🌀 资金轮入 — Products（Nanotechnology）
Products just turned improving & accelerating (1W +0.5%, 1M -2.6%, 3M +3.9%; accel +0.2). An early rotate-in candidate — context, not a buy list.Products 刚转为改善且加速（1周 +0.5%，1月 -2.6%，3月 +3.9%；加速 +0.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 ↻ persisting持续 9d天 2026-07-18 · 2d ago天前 · fired触发 3× over历 9d天
🌀 Rotating in — Gas & LNG (Commodities Energy)🌀 资金轮入 — Gas & LNG（Commodities Energy）
Gas & LNG just turned leading & accelerating (1W +0.3%, 1M +3.9%, 3M -1.1%; accel +0.4). An early rotate-in candidate — context, not a buy list.Gas & LNG 刚转为领先且加速（1周 +0.3%，1月 +3.9%，3月 -1.1%；加速 +0.4）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Oil (Commodities Energy)🌀 资金轮入 — Oil（Commodities Energy）
Oil just turned leading & accelerating (1W +5.9%, 1M +5.8%, 3M +1.4%; accel +5.8). An early rotate-in candidate — context, not a buy list.Oil 刚转为领先且加速（1周 +5.9%，1月 +5.8%，3月 +1.4%；加速 +5.8）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Oil Production (Energy Traditional)🌀 资金轮入 — Oil Production（Energy Traditional）
Oil Production just turned leading & accelerating (1W +5.1%, 1M +3.1%, 3M -3.0%; accel +5.3). An early rotate-in candidate — context, not a buy list.Oil Production 刚转为领先且加速（1周 +5.1%，1月 +3.1%，3月 -3.0%；加速 +5.3）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Biofuels (Commodities Agriculture)🌀 资金轮入 — Biofuels（Commodities Agriculture）
Biofuels just turned leading & accelerating (1W +6.5%, 1M +12.0%, 3M +8.4%; accel +5.9). An early rotate-in candidate — context, not a buy list.Biofuels 刚转为领先且加速（1周 +6.5%，1月 +12.0%，3月 +8.4%；加速 +5.9）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Grains (Commodities Agriculture)🌀 资金轮入 — Grains（Commodities Agriculture）
Grains just turned leading & accelerating (1W +4.6%, 1M +6.4%, 3M +2.3%; accel +4.4). An early rotate-in candidate — context, not a buy list.Grains 刚转为领先且加速（1周 +4.6%，1月 +6.4%，3月 +2.3%；加速 +4.4）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Oil Refining (Energy Traditional)🌀 资金轮入 — Oil Refining（Energy Traditional）
Oil Refining just turned leading & accelerating (1W +5.5%, 1M +12.9%, 3M +16.7%; accel +4.2). An early rotate-in candidate — context, not a buy list.Oil Refining 刚转为领先且加速（1周 +5.5%，1月 +12.9%，3月 +16.7%；加速 +4.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 8d天
🌀 Rotating in — Healthcare (Real Estate & REITs)🌀 资金轮入 — Healthcare（Real Estate & REITs）
Healthcare just turned leading & accelerating (1W +4.3%, 1M +8.7%, 3M +10.0%; accel +3.5). An early rotate-in candidate — context, not a buy list.Healthcare 刚转为领先且加速（1周 +4.3%，1月 +8.7%，3月 +10.0%；加速 +3.5）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 7d天
🌀 Rotating in — Cloud (Cybersecurity)🌀 资金轮入 — Cloud（Cybersecurity）
Cloud just turned leading & accelerating (1W +4.4%, 1M +19.1%, 3M +45.1%; accel +0.9). An early rotate-in candidate — context, not a buy list.Cloud 刚转为领先且加速（1周 +4.4%，1月 +19.1%，3月 +45.1%；加速 +0.9）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 5d天
🌀 Rotating in — Processing (Agriculture & FoodTech)🌀 资金轮入 — Processing（Agriculture & FoodTech）
Processing just turned leading & accelerating (1W +2.0%, 1M +5.3%, 3M +6.3%; accel +1.5). An early rotate-in candidate — context, not a buy list.Processing 刚转为领先且加速（1周 +2.0%，1月 +5.3%，3月 +6.3%；加速 +1.5）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前 · fired触发 2× over历 3d天
🌀 Rotating in — Rail (Transportation & Logistics)🌀 资金轮入 — Rail（Transportation & Logistics）
Rail just turned leading & accelerating (1W +3.3%, 1M +6.9%, 3M +14.9%; accel +2.2). An early rotate-in candidate — context, not a buy list.Rail 刚转为领先且加速（1周 +3.3%，1月 +6.9%，3月 +14.9%；加速 +2.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前
🌀 Rotating in — Retail (Real Estate & REITs)🌀 资金轮入 — Retail（Real Estate & REITs）
Retail just turned leading & accelerating (1W +4.9%, 1M +5.4%, 3M +9.3%; accel +4.2). An early rotate-in candidate — context, not a buy list.Retail 刚转为领先且加速（1周 +4.9%，1月 +5.4%，3月 +9.3%；加速 +4.2）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
48
priority优先级?Triage priority 0-100 — how much this should grab attention NOW, not a probability it is right. = conviction 22 (watch) + severity 6 (minor) + recency 20 (fresh (<2d)) + cross-asset 0 (neutral).分诊优先级 0-100 — 表示此刻该给多少注意力，并非判断正确的概率。= 信念 22 + 严重度 6 + 新鲜度 20 + 跨资产 0。
🌀 Subsector Rotation子行业轮动 minor次要 🆕 new新 2026-07-18 · 2d ago天前
🌀 Rotating in — Housing (Real Estate & REITs)🌀 资金轮入 — Housing（Real Estate & REITs）
Housing just turned leading & accelerating (1W +1.5%, 1M +2.2%, 3M +8.1%; accel +0.9). An early rotate-in candidate — context, not a buy list.Housing 刚转为领先且加速（1周 +1.5%，1月 +2.2%，3月 +8.1%；加速 +0.9）。早期轮入候选 — 仅作参考，非买入清单。
→ watch观察 open打开 →
not backtested未回测 — Conviction is documented, not separately backtested as a timing signal.信念有据可查，但未作为择时信号单独回测。 ?Conviction is documented, not separately backtested as a timing signal. See Signal Lab for the full battery.信念有据可查，但未作为择时信号单独回测。 详见信号实验室。 Signal Lab信号实验室 →
Nothing matches these filters.没有符合当前筛选的警报。
Try widening the priority or story filter, or clear the search.请放宽优先级或脉络筛选，或清除搜索。
How this board ranks — and why it refuses to fake a hit-rate本看板如何排序 — 以及为何拒绝编造命中率
Triage priority (0-100)分诊优先级 (0-100)
A transparent sum of four parts: conviction (act 40 / watch 22 / context 8), severity (critical 30 / major 18 / minor 6), recency (fresh 20 → old 2), and cross-asset agreement (+10 confirm, −6 diverge). It tells you what to LOOK at first. It is explicitly NOT a probability the call is correct.四部分的透明加总：信念（执行40／观察22／背景8）、严重度（关键30／重要18／次要6）、新鲜度（新20→旧2）、跨资产一致性（佐证+10、背离−6）。它告诉你先看什么，明确不是判断正确的概率。
Severity you can trust — corroboration, not volume可信的严重度 — 靠佐证，而非音量
Each engine has its own 'high/medium' scale, so a single-name flag can read as loud as a credit blow-out. We re-tier every alert by its TRUE cross-asset importance, then cap it back down unless something corroborates it — a measured edge, agreement from the cross-asset tape, or genuine persistence (it kept firing for days). A severity band is only ever LOWERED, never inflated, so nothing shouts louder than it has earned.每个引擎有自己的“高／中”刻度，使单一个股信号看起来与信用崩溃一样响。我们按真正的跨资产重要性重新分级，再予以回调 — 除非有佐证：可测边际、跨资产盘面的一致性，或真实的持续性（连日反复触发）。严重度只会被下调，绝不虚高，因此没有信号会喊得超过它应得的音量。
Persistence is signal持续性即信号
A flag that re-fires every day for a week is stickier than a one-off — a plain de-duplicated list throws that away. We keep the fire count and streak so a persisting alert earns its place, and show it on the card ('fired 9× over 22d').连续一周每天触发的信号比一次性的更具黏性 — 普通去重列表会将其丢弃。我们保留触发次数与连续天数，使持续型警报凭此立足，并在卡片上显示（“22天内触发9次”）。
Measured edge, or honest silence可测边际，或坦诚沉默
A hit-rate / IC / Deflated-Sharpe appears ONLY where the validation layer actually measured that signal family (the recession composite, the regime quad, the BTC risk regime, the commodity risk index). For condition-based alerts never backtested as timing signals, we say 'documented, not backtested' rather than invent a number.只有当验证层确实度量过该信号族（衰退综合、机制四象限、比特币风险机制、商品风险指数）时，才显示命中率／IC／去偏夏普。对于从未作为择时信号回测的条件型警报，我们标注“有据可查，但未回测”，而非编造数字。

Assembler汇编: engine/alert_triage.py · feeds数据源: macro / bonds / forex / vector / commodity / themes / rotation / single-name · window窗口 30d天 · as-of截至 2026-07-17 · rendered生成 2026-07-20 17:47 UTC