Archive / 全量文档

Readmetask5-ashare-leader/review/wanbai/archive/README.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.3 Y2 模型介绍task5-ashare-leader/review/wanbai/task5-v5.2.1.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.3 Y2 模型介绍task5-ashare-leader/review/wanbai/task5-v5.2.2.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.3 Y2 模型介绍 v5.3.0task5-ashare-leader/review/wanbai/task5-v5.3.0.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.4.1 模型介绍 v5.4.0task5-ashare-leader/review/wanbai/task5-v5.4.0.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.0task5-ashare-leader/review/wanbai/task5-v5.5.0.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.1task5-ashare-leader/review/wanbai/task5-v5.5.1.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.10task5-ashare-leader/review/wanbai/task5-v5.5.10.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.11task5-ashare-leader/review/wanbai/task5-v5.5.11.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.12task5-ashare-leader/review/wanbai/task5-v5.5.12.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.13task5-ashare-leader/review/wanbai/task5-v5.5.13.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.2task5-ashare-leader/review/wanbai/task5-v5.5.2.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.3task5-ashare-leader/review/wanbai/task5-v5.5.3.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.4task5-ashare-leader/review/wanbai/task5-v5.5.4.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.5task5-ashare-leader/review/wanbai/task5-v5.5.5.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.6task5-ashare-leader/review/wanbai/task5-v5.5.6.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.7task5-ashare-leader/review/wanbai/task5-v5.5.7.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.8task5-ashare-leader/review/wanbai/task5-v5.5.8.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.5 模型介绍 v5.5.9task5-ashare-leader/review/wanbai/task5-v5.5.9.md mini-cypress 任务五 — A 股 领头羊 量化 选股 模型 v1.3 Y2 介绍task5-ashare-leader/review/wanbai/task5-v7.2.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.3 Y2 模型介绍task5-ashare-leader/review/wanbai/task5-v7.3.md Mini-Cypress Task #5 — A股领头羊量化策略 v1.3 Y2 模型介绍 v7.4task5-ashare-leader/review/wanbai/task5-v7.4.md

Mini-Cypress 研究系列 #001research/001-pe-rerate-vs-2020-2021/mini-cypress-research-001-pe-rerate.md Mini-Cypress 研究系列 #001research/001-pe-rerate-vs-2020-2021/ray-report-draft.md Mini-Cypress 研究系列 #002research/002-ai-chain-full-cycle-deep/Mini-Cypress研究系列#002_A股AI链领军股PE重估全周期深度研究_v1.3.md Mini-Cypress 研究系列 #002research/002-ai-chain-full-cycle-deep/Mini-Cypress研究系列#002_A股AI链领军股PE重估全周期深度研究_外发精简版.md Index 20D Microstructure 20260604research/002-ai-chain-full-cycle-deep/microstructure/index_20d_microstructure_20260604.md Mini-Cypress 研究系列 #002research/002-ai-chain-full-cycle-deep/report-v1.md #002 AI-chain Full-market Leader Universe - Data Availabilityresearch/002-ai-chain-full-market-leaders/002_data_availability_report.md #002 Engineering Validation - Top Probability Framework v0research/002-ai-chain-full-market-leaders/002_engineering_validation_top_probability.md #002 Historical Multi-cycle PE Library + Current Observed-peak Appendixresearch/002-ai-chain-full-market-leaders/002_historical_and_observed_peak_appendix.md #002 Main Sample PE / Market-cap Decompositionresearch/002-ai-chain-full-market-leaders/002_main_sample_pe_marketcap_decomposition.md #002 Historical Universes v0 — CIO 起草research/002-ai-chain-full-market-leaders/ray_v0/historical-universes-v0.md #002 顶部概率评分 Framework v0 — CIO 设计research/002-ai-chain-full-market-leaders/ray_v0/top-probability-framework-v0.md Mini-Cypress Research Series #002 Method Planresearch/002-ai-chain-full-market-leaders/research-002-method-plan.md

Task #5 v1.5 ATR / Winner Trim Decision Memotask5-ashare-leader/docs/research/task5_v15_atr_trim_decision_memo.md Task #5 v1.5 Trend Template Exit Sensitivity Memotask5-ashare-leader/docs/research/task5_v15_trend_exit_sensitivity_memo.md Task #5 V1.6 V_R Preregistrationtask5-ashare-leader/docs/research/task5_v16_vr_preregistration.md Task #5 v1.4 P1/P2 Migration Checklisttask5-ashare-leader/docs/task5_v14_p1_p2_migration_checklist.md

Task 5 Consensus Data Small-Sample Validationtask5-ashare-leader/output/consensus_sample_validation/consensus_sample_validation_summary.md Task #5 v1.3 Wanbai Doc Supporttask5-ashare-leader/output/doc_support_v13_wanbai/doc_support_snippets.md Holding Breakdown Snippettask5-ashare-leader/output/doc_support_v13_wanbai/holding_breakdown_snippet.md Task5 Data Sanitytask5-ashare-leader/output/historical_extension_data/task5_data_sanity.md Pinecorn2 Method A 2026-05-22 Packagetask5-ashare-leader/output/pinecorn2_method_a_20260522/summary.md Pinecorn Chain Taxonomy Spectask5-ashare-leader/output/pinecorn_chain_taxonomy_spec.md SWS L2 Risk Proxytask5-ashare-leader/output/risk_proxy_attribution/risk_proxy_report.md Task #5 Public Fund Sponsorship A/B Summarytask5-ashare-leader/output/streaming_hist_2012/fund_sponsorship_ab/task5_fund_sponsorship_ab_summary.md O'Neil Buy Point Detector v0 Summarytask5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_buy_point_detector_v0_summary.md O'Neil Buy Point Event Packtask5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_buy_point_event_summary.md O'Neil Detector Diagnostics v1task5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_detector_diagnostics_v1.md O'Neil Fourth-Pass Diagnostics v1task5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_fourth_pass_diagnostics_v1.md O'Neil Third-Pass Diagnostics v1task5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_third_pass_diagnostics_v1.md O'Neil Wrap-Up Inputs v1task5-ashare-leader/output/streaming_hist_2012/oneil_buy_points_pre_research/oneil_wrapup_inputs_v1.md Task #5 Per-Rule A/B Summarytask5-ashare-leader/output/streaming_hist_2012/per_rule_ab/task5_per_rule_ab_summary.md Task #5 pre-profit technology leader A/Btask5-ashare-leader/output/streaming_hist_2012/preprofit_tech_ab/summary.md Task #22 Phase 1 Core Summarytask5-ashare-leader/output/streaming_hist_2012/task22-phase1-core-summary.md Task #22 Phase 2 Core Addendumtask5-ashare-leader/output/streaming_hist_2012/task22-phase2-core-addendum.md Task #22 Results vs Pre-Registered Hypothesestask5-ashare-leader/output/streaming_hist_2012/task22-results-vs-predictions.md Task #5 v1.3.5 Cost Sensitivity v1task5-ashare-leader/output/streaming_hist_2012/task22_mdd_deep_dive/cost_sensitivity/cost_sensitivity_summary.md Task #5 Mitigation A/B Summary v1task5-ashare-leader/output/streaming_hist_2012/task22_mdd_deep_dive/mitigation_ab_summary_v1.md Task #5 v1.3.5 Full Validation v1task5-ashare-leader/output/streaming_hist_2012/task22_mdd_deep_dive/mitigation_boundary/full_validation_summary_v1.md Task #5 2015-2018 MDD Deep Dive v1task5-ashare-leader/output/streaming_hist_2012/task22_mdd_deep_dive/task5_2015_2018_mdd_deep_dive_v1.md v1.3 Y2 Multi-Angle Diagnosticstask5-ashare-leader/output/streaming_hist_2012/task22_mdd_deep_dive/v13_y2_multi_angle_diagnostics.md Task #5 Public Fund Sponsorship Datatask5-ashare-leader/output/streaming_hist_2012/task5_fund_sponsorship_summary.md Task #5 Strict Weekly Candidatestask5-ashare-leader/output/streaming_hist_2012/task5_strict_weekly_candidate_summary.md Task #5 Technical Prefiltertask5-ashare-leader/output/streaming_hist_2012/task5_technical_prefilter_summary.md Task #5 Turnover Rate Datatask5-ashare-leader/output/streaming_hist_2012/task5_turnover_rate_summary.md Task #5 v0+ Sensitivity: industry_cap_30pcttask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/industry_cap_30pct/summary.md Task #5 v0+ Sensitivity: industry_cap_30pct_slippage_50bptask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/industry_cap_30pct_slippage_50bp/summary.md Task #5 v0+ Sensitivity: m_always_ontask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/m_always_on/summary.md Task #5 v0+ Sensitivity: m_price_above_ma100task5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/m_price_above_ma100/summary.md Task #5 v0+ Sensitivity: m_price_above_ma200task5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/m_price_above_ma200/summary.md Task #5 v0+ Sensitivity: slippage_50bptask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/slippage_50bp/summary.md Task #5 v0+ Sensitivity: strict_limit_slippage_50bptask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/strict_limit_slippage_50bp/summary.md Task #5 v0+ Sensitivity Summarytask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/task5_v0plus_sensitivity_summary.md Task #5 v0+ Sensitivity: v0_baselinetask5-ashare-leader/output/streaming_hist_2012/v0plus_sensitivity/v0_baseline/summary.md Task #5 v1.3 A/B Summarytask5-ashare-leader/output/streaming_hist_2012/v1_3_ab/task5_v13_ab_summary.md Task #5 v1.3 Biweekly-Rebalance Research A/Btask5-ashare-leader/output/streaming_hist_2012/v1_3_biweekly_rebalance_ab/task5_v13_biweekly_rebalance_ab_summary.md Task #5 v1.3 Daily-Rebalance Research A/Btask5-ashare-leader/output/streaming_hist_2012/v1_3_daily_rebalance_ab/task5_v13_daily_rebalance_ab_summary.md Task #5 v1.3 Exit Execution-Lag A/Btask5-ashare-leader/output/streaming_hist_2012/v1_3_exit_execution_lag_ab/task5_v13_exit_execution_lag_ab_summary.md Task #5 v1.3 Y2 Full-Config M-filter A/Btask5-ashare-leader/output/streaming_hist_2012/v1_3_full_config_mfilter_ab/task5_v13_full_config_mfilter_ab_summary.md Task #33 Sanity Checks - 12% vs 15%task5-ashare-leader/output/streaming_hist_2012/v1_3_trim_threshold_ab/task33_sanity_checks_12_vs_15.md Task #33 Winner-Trim Threshold Sensitivitytask5-ashare-leader/output/streaming_hist_2012/v1_3_trim_threshold_ab/task33_winner_trim_threshold_report.md Task #5 v1.3 Y2 Winner-Trim Threshold A/Btask5-ashare-leader/output/streaming_hist_2012/v1_3_trim_threshold_ab/task5_v13_trim_threshold_ab_summary.md Task #5 True-Extended Winner Trim Checktask5-ashare-leader/output/streaming_hist_2012/v1_3_trim_true_extended_ab/trim_true_extended_report.md Task #5 v1.4 A/B Summarytask5-ashare-leader/output/streaming_hist_2012/v1_4_ab/task5_v14_ab_summary.md Task #32 v1.4 Chain-Cap Gridtask5-ashare-leader/output/streaming_hist_2012/v1_4_chaincap_grid_ab/task32_chaincap_grid_report.md Task #5 v1.4 Consensus Level A/Btask5-ashare-leader/output/streaming_hist_2012/v1_4_consensus_level_ab/task5_v14_consensus_level_ab_summary.md Task #5 v1.4 Consensus Revisions A/Btask5-ashare-leader/output/streaming_hist_2012/v1_4_consensus_revision_ab/task5_v14_consensus_revision_ab_summary.md Task #5 v1.4 Final Artifacttask5-ashare-leader/output/streaming_hist_2012/v1_4_final/v1_4_final_report.md Task #5 loss-growth / top-N fundamental relaxation A/Btask5-ashare-leader/output/streaming_hist_2012/v1_4_loss_growth_ab/summary.md Task #31 - 2023 Trade-Level Root Cause Reporttask5-ashare-leader/output/streaming_hist_2012/v1_4_root_cause/task31_2023_root_cause_report.md Task #36 Strict Gate Sensitivity Second Batchtask5-ashare-leader/output/streaming_hist_2012/v1_4_strict_gate_sensitivity/second_batch/task36_strict_gate_second_batch_report.md Task #36 - Strict Gate Sensitivity First Batchtask5-ashare-leader/output/streaming_hist_2012/v1_4_strict_gate_sensitivity/task36_strict_gate_first_batch_report.md Task #37 Conditional ON Confirmation Proxy Reporttask5-ashare-leader/output/streaming_hist_2012/v1_4_task37/task37_conditional_proxy_report.md Task #37 - M-filter ON Quality + Weak-Regime Stop Calibration First Batchtask5-ashare-leader/output/streaming_hist_2012/v1_4_task37/task37_first_batch_report.md Task #5 v1.4 True-Extended Metricstask5-ashare-leader/output/streaming_hist_2012/v1_4_true_extended/v1_4_true_extended_report.md Task #5 ATR 3.25x + Winner Trim 12% Combo Checktask5-ashare-leader/output/streaming_hist_2012/v1_5_atr325_trim12_combo/atr325_trim12_combo_report.md Task #5 ATR Stop 3.25x Robustness Checkstask5-ashare-leader/output/streaming_hist_2012/v1_5_atr_stop_robustness/atr_stop_robustness_report.md Task #5 ATR Initial Stop Sensitivitytask5-ashare-leader/output/streaming_hist_2012/v1_5_atr_stop_sensitivity/atr_stop_sensitivity_report.md Task #5 Base/Pivot Recognition Phase A1 A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_base_pivot_a1_ab/base_pivot_a1_report.md Pivot Signal Overlap with v1.3 Candidates / Holdingstask5-ashare-leader/output/streaming_hist_2012/v1_5_base_pivot_a1_ab/candidate_forward_returns/overlap_v13/pivot_overlap_v13_report.md Base/Pivot Strict Candidate Forward Returnstask5-ashare-leader/output/streaming_hist_2012/v1_5_base_pivot_a1_ab/candidate_forward_returns/pivot_candidate_forward_report.md Task #5 Cap Delete A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_cap_delete_ab/cap_delete_ab_report.md Task #5 Chain Taxonomy CT1 A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_chain_taxonomy_ct1_ab/ct1_report.md Task #5 Chain Taxonomy CT1 A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_chain_taxonomy_grid_ab/ct1_report.md Deployment Policy A/B Pre-registrationtask5-ashare-leader/output/streaming_hist_2012/v1_5_deployment_policy_ab/preregistration.md Deployment Policy A/B Resulttask5-ashare-leader/output/streaming_hist_2012/v1_5_deployment_policy_ab/report.md Task #5 Early Watchlist 4% -> 8% Escalation A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_early_escalation_ab/early_escalation_report.md Task #46 ELC v0 Feature Paneltask5-ashare-leader/output/streaming_hist_2012/v1_5_elc_mfilter/data_availability_report.md Task #46 M-filter Doc/Code Audittask5-ashare-leader/output/streaming_hist_2012/v1_5_elc_mfilter/doc_mfilter_audit.md Task #46 ELC v0 M-filter A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_elc_mfilter/task46_elc_mfilter_ab_report.md Task #46 ELC Risk-Off Sanitytask5-ashare-leader/output/streaming_hist_2012/v1_5_elc_mfilter/task46_elc_riskoff_sanity.md Task #5 EMA20 Deviation Phase 1 Binning Analysistask5-ashare-leader/output/streaming_hist_2012/v1_5_ema20_deviation_binning/ema20_deviation_binning_report.md Task #5 EMA20 Entry Rule A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_ema20_entry_rule_ab/ema20_entry_rule_ab_report.md Task #5 EPS Acceleration Strict-Score Bonus A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_eps_acceleration_bonus_ab/eps_acceleration_bonus_report.md Task #5 EPS Deceleration Sell Overlay A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_eps_deceleration_sell_ab/eps_deceleration_sell_report.md Task #5 Public-Fund Structure A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_fund_structure_ab/fund_structure_ab_report.md Liquidity 50m Focused Validationtask5-ashare-leader/output/streaming_hist_2012/v1_5_liquidity_50m_validation/liquidity_50m_validation_report.md Liquidity 80m Final Confirmationtask5-ashare-leader/output/streaming_hist_2012/v1_5_liquidity_80m_final_confirmation/liquidity80m_final_confirmation_report.md Task #5 M-filter Index Sensitivitytask5-ashare-leader/output/streaming_hist_2012/v1_5_mfilter_index_sensitivity/mfilter_index_sensitivity_report.md Task #48 M-filter Regime Overlay A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_mfilter_overlay_ab/mfilter_overlay_true_extended_report.md Task #5 Attached O'Neil A-share Framework A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_oneil_framework_ab/oneil_framework_ab_report.md O'Neil Market Direction Proxy Diagnostictask5-ashare-leader/output/streaming_hist_2012/v1_5_oneil_market_direction/oneil_market_direction_proxy_report.md Task #5 O'Neil-Inspired M-filter A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_oneil_market_direction/oneil_mfilter_ab_report.md Option Sentiment vs Next-Day Returntask5-ashare-leader/output/streaming_hist_2012/v1_5_pcr_sentiment_overlay/nextday_correlation/option_sentiment_nextday_correlation_report.md Task #5 PCR / Option Skew Sentiment Overlaytask5-ashare-leader/output/streaming_hist_2012/v1_5_pcr_sentiment_overlay/pcr_sentiment_overlay_report.md Task #5 Profit Revision Factor A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_profit_revision_factor_ab/profit_revision_factor_report.md Task #5 Sector Momentum / Northbound Enhancement A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_sector_northbound_ab/sector_northbound_ab_report.md Task #5 SWS Cap Bridge A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_sws_cap_bridge_ab/sws_cap_bridge_report.md Task #5 SWS Cap Granularity A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_sws_cap_granularity_ab/sws_cap_granularity_report.md Task #5 Trend Template Exit Sensitivitytask5-ashare-leader/output/streaming_hist_2012/v1_5_trend_exit_sensitivity/trend_exit_sensitivity_report.md VCP Signal Overlap with v1.3 Candidates / Holdingstask5-ashare-leader/output/streaming_hist_2012/v1_5_vcp_a1_ab/candidate_forward_returns/overlap_v13/vcp_overlap_v13_report.md VCP Strict Candidate Forward Returnstask5-ashare-leader/output/streaming_hist_2012/v1_5_vcp_a1_ab/candidate_forward_returns/vcp_candidate_forward_report.md Task #5 VCP Recognition Phase A1 A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_vcp_a1_ab/vcp_a1_report.md Task #5 Volume 5d/30d Ratio A/Btask5-ashare-leader/output/streaming_hist_2012/v1_5_volume5_ratio_ab/volume5_ratio_ab_report.md Task #5 V1.6 V_R Preregistered Gridtask5-ashare-leader/output/streaming_hist_2012/v1_6_vr_prereg_grid/v16_vr_report.md Task #5 v0+ Sensitivity: kaite_buy_plus_oneil_sell_v0task5-ashare-leader/output/streaming_v0/ab_rules/kaite_buy_plus_oneil_sell_v0/summary.md Task #5 v0+ Sensitivity: kaite_buy_v0task5-ashare-leader/output/streaming_v0/ab_rules/kaite_buy_v0/summary.md Task #5 v0+ Sensitivity: oneil_sell_v0_assumptiontask5-ashare-leader/output/streaming_v0/ab_rules/oneil_sell_v0_assumption/summary.md Task #5 A/B Rules Summarytask5-ashare-leader/output/streaming_v0/ab_rules/task5_v0plus_sensitivity_summary.md Task #5 v0+ Sensitivity: v1_productiontask5-ashare-leader/output/streaming_v0/ab_rules/v1_production/summary.md Task #5 Fresh-start #2 Week-1 Downside Risktask5-ashare-leader/output/streaming_v0/fresh_start_risk/fresh_start_week1_downside_summary.md Task #5 Public Fund Sponsorship A/B Summarytask5-ashare-leader/output/streaming_v0/fund_sponsorship_ab/task5_fund_sponsorship_ab_summary.md Task #5 Per-Rule A/B Summarytask5-ashare-leader/output/streaming_v0/per_rule_ab/task5_per_rule_ab_summary.md Task #5 Phase B Diagnosticstask5-ashare-leader/output/streaming_v0/phase_b_diagnostics/task5_phase_b_diagnostics_summary.md Task #5 v0+ Sensitivity: lhb_combined_bonustask5-ashare-leader/output/streaming_v0/sponsorship_ab/lhb_combined_bonus/summary.md Task #5 v0+ Sensitivity: lhb_inst_bonustask5-ashare-leader/output/streaming_v0/sponsorship_ab/lhb_inst_bonus/summary.md Task #5 v0+ Sensitivity: lhb_north_bonustask5-ashare-leader/output/streaming_v0/sponsorship_ab/lhb_north_bonus/summary.md Task #5 v0+ Sensitivity: lhb_positive_filtertask5-ashare-leader/output/streaming_v0/sponsorship_ab/lhb_positive_filter/summary.md Task #5 Sponsorship A/B Summarytask5-ashare-leader/output/streaming_v0/sponsorship_ab/task5_v0plus_sensitivity_summary.md Task #5 v0+ Sensitivity: v1_productiontask5-ashare-leader/output/streaming_v0/sponsorship_ab/v1_production/summary.md Task #5 v1.1 Stress Testtask5-ashare-leader/output/streaming_v0/stress_tests/stress_detail.md Task #5 Stress Test Summarytask5-ashare-leader/output/streaming_v0/stress_tests/task5_stress_summary.md Task #5 Decision Logtask5-ashare-leader/output/streaming_v0/task5-decision-log.md Task #5 IC Pack v1task5-ashare-leader/output/streaming_v0/task5-ic-pack-v1.en.md Task #5 IC Pack v1 中文版task5-ashare-leader/output/streaming_v0/task5-ic-pack-v1.md Task #5 Public Fund Sponsorship Datatask5-ashare-leader/output/streaming_v0/task5_fund_sponsorship_summary.md Task #5 LHB Sponsorship Datatask5-ashare-leader/output/streaming_v0/task5_lhb_sponsorship_summary.md Task #5 Strict Active-Set Baseline Resultstask5-ashare-leader/output/streaming_v0/task5_strict_active_summary.md Task #5 Strict Weekly Candidatestask5-ashare-leader/output/streaming_v0/task5_strict_weekly_candidate_summary.md Task #5 Technical Prefiltertask5-ashare-leader/output/streaming_v0/task5_technical_prefilter_summary.md Task #5 Turnover Rate Datatask5-ashare-leader/output/streaming_v0/task5_turnover_rate_summary.md Task #5 v1.1 Production Spec Snapshottask5-ashare-leader/output/streaming_v0/task5_v1_1_production_spec_snapshot.md Task #5 v1 Production Spec Snapshottask5-ashare-leader/output/streaming_v0/task5_v1_production_spec_snapshot.md Task #5 v0+ Sensitivity: industry_cap_30pcttask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/industry_cap_30pct/summary.md Task #5 v0+ Sensitivity: industry_cap_30pct_slippage_50bptask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/industry_cap_30pct_slippage_50bp/summary.md Task #5 v0+ Sensitivity: m_always_ontask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/m_always_on/summary.md Task #5 v0+ Sensitivity: m_price_above_ma100task5-ashare-leader/output/streaming_v0/v0plus_sensitivity/m_price_above_ma100/summary.md Task #5 v0+ Sensitivity: m_price_above_ma200task5-ashare-leader/output/streaming_v0/v0plus_sensitivity/m_price_above_ma200/summary.md Task #5 v0+ Sensitivity: slippage_50bptask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/slippage_50bp/summary.md Task #5 v0+ Sensitivity: strict_limit_slippage_50bptask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/strict_limit_slippage_50bp/summary.md Task #5 v0+ Sensitivity Summarytask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/task5_v0plus_sensitivity_summary.md Task #5 v0+ Sensitivity: v0_baselinetask5-ashare-leader/output/streaming_v0/v0plus_sensitivity/v0_baseline/summary.md Task #5 v1.1 Production Backtest Summarytask5-ashare-leader/output/streaming_v0/v1_1_production/summary.md Task #5 v1.2 Candidate Summarytask5-ashare-leader/output/streaming_v0/v1_2_candidate/summary.md Task #5 v1.3 M-filter Combo Summarytask5-ashare-leader/output/streaming_v0/v1_3_ab/mfilter_combo/task5_v13_mfilter_combo_summary.md Task #5 v1.3 Y2 Stress Supplementtask5-ashare-leader/output/streaming_v0/v1_3_ab/stress_y2/task5_v13_y2_stress_summary.md Task #5 v1.3 A/B Summarytask5-ashare-leader/output/streaming_v0/v1_3_ab/task5_v13_ab_summary.md Task #5 v1.4 A/B Summarytask5-ashare-leader/output/streaming_v0/v1_4_ab/task5_v14_ab_summary.md Task #5 Data Layer Statustask5-ashare-leader/output/task5_data_layer_status.md Task5 Data Sanitytask5-ashare-leader/output/task5_data_sanity.md

Task #4 — 宏观全天候投资组合 · Brief v0all-weather/brief-v0.md Task #4 全天候 — Framework Synthesis v1 (work-in-progress)all-weather/framework-synthesis-v1.md Task #4 — 宏观全天候投资组合 · IC Pack v0 (Standalone Review)all-weather/ic-pack-v0.md Task #4 全天候 — Layer 2 Spec v0.1 (DRAFT for Kaite review)all-weather/layer2-spec-v0.1.md Task #4 — 宏观全天候投资组合 · Brief v0task4-all-weather/input/brief-v0.md Task #4 — 宏观全天候投资组合 · Brief v0task4-all-weather/input/all-weather/brief-v0.md Task #4 全天候 — Framework Synthesis v1 (work-in-progress)task4-all-weather/input/all-weather/framework-synthesis-v1.md Task #4 — 宏观全天候投资组合 · IC Pack v0 (Standalone Review)task4-all-weather/input/all-weather/ic-pack-v0.md Task #4 全天候 — Layer 2 Spec v0.1 (DRAFT for Kaite review)task4-all-weather/input/all-weather/layer2-spec-v0.1.md Task #6 — 行业 ETF 轮动 · Brief v0task4-all-weather/input/task6-brief-v0.md Task #62 Futures Scaffold revBtask4-all-weather/output/futures_scaffold_revB/revB_futures_scaffold_summary.md Task #4 Four-Quadrant Coverage Audittask4-all-weather/output/phase_a_precheck/task4_four_quadrant_coverage_audit.md Task #4 HK Connect Universe Audittask4-all-weather/output/phase_a_precheck/task4_hkconnect_universe_audit.md Task #4 Phase A Universe Prechecktask4-all-weather/output/phase_a_precheck/task4_phase_a_universe_precheck.md Task #4 R2 Growth Leader Prechecktask4-all-weather/output/phase_a_precheck/task4_r2_growth_leader_precheck.md Task #4 Phase A v0.1a IC Handofftask4-all-weather/output/phase_a_v01a/task4_phase_a_v01a_ic_handoff.md Task #4 Phase A v0.1a Baselinetask4-all-weather/output/phase_a_v01a/task4_phase_a_v01a_summary.md Task #4 Simplified Top-Size ETF + Single-Stage ERC Baselinetask4-all-weather/output/simplified_baseline/task4_simplified_baseline_summary.md Task #4 Stage 1 — EWMA 半协方差 A/Btask4-all-weather/output/stage1_cov_ab/stage1_cov_ab_summary.md Task #4 All-Weather Locked Baselinestask4-all-weather/output/task4-locked-baseline-summary.md Task #4 Progress Reporttask4-all-weather/output/task4-progress-report.md Task4 Baseline Metricstask4-all-weather/output/task4_baseline_metrics.md Task #4 Layer 1 Structural Cash-Out Resulttask4-all-weather/output/task4_layer1_structural_cash_out.md Task4 Regime Performancetask4-all-weather/output/task4_regime_performance.md Task4 Risk Contributiontask4-all-weather/output/task4_risk_contribution.md Task4 V0 Conservative Regime Performancetask4-all-weather/output/task4_v0_conservative_regime_performance.md Task4 V0 Conservative Risk Contributiontask4-all-weather/output/task4_v0_conservative_risk_contribution.md Task4 V0 Plus Funded Regime Performancetask4-all-weather/output/task4_v0_plus_funded_regime_performance.md Task4 V0 Plus Funded Risk Contributiontask4-all-weather/output/task4_v0_plus_funded_risk_contribution.md Task4 V0 Vs Funded Comparisontask4-all-weather/output/task4_v0_vs_funded_comparison.md Task #4 v0++ Single-Asset Cap Sensitivitytask4-all-weather/output/task4_v0pp_cap_sensitivity.md Task #4 — 宏观全天候投资组合 · Brief v0task4-all-weather/all-weather/brief-v0.md Task #4 全天候 — Framework Synthesis v1 (work-in-progress)task4-all-weather/all-weather/framework-synthesis-v1.md Task #4 — 宏观全天候投资组合 · IC Pack v0 (Standalone Review)task4-all-weather/all-weather/ic-pack-v0.md Task #4 全天候 — Layer 2 Spec v0.1 (DRAFT for Kaite review)task4-all-weather/all-weather/layer2-spec-v0.1.md Asset Pool Candidate ETFs v0.1task4-all-weather/research/asset-pool-candidate-etfs-v0.1.md Task #4 v0.1 Asset Pool Design Notetask4-all-weather/research/asset-pool-design-v0.1.md

Task #6 — 行业 ETF 轮动 · Brief v0task6-etf-rotation/input/brief-v0.md

Task #7 — 可转债量化组合 · Brief v0.1.1 (refined per Kaite revisions + 万柏 PM deep read + 万柏 PPT IC 数据 fine-tune)task7-convertible-bond/input/brief-v0.1.1.md Task #7 — 可转债量化组合 · Brief v0.1 (refined per Kaite revisions + 万柏 PM deep read)task7-convertible-bond/input/brief-v0.1.md Task #7 — 可转债量化组合 · Brief v0task7-convertible-bond/input/brief-v0.md 禄得网可转债页面初看task7-convertible-bond/lude/lude-factor-note.md Task #7 Data Layer Statustask7-convertible-bond/output/data_layer/task7_data_layer_status.md Task #7 可转债数据层 + 因子可得性 Prechecktask7-convertible-bond/output/precheck/task7_precheck_summary.md Task #7 Convertible Bond v0.1.1 Weekly Baselinetask7-convertible-bond/output/weekly_baseline_v011/summary.md

Offshore Sleeve USD Data Source + Futu OpenAPI PoC v0offshore-sleeve/research/usd-data-and-futu-poc-v0.md

Mini-Cypress Decision Digestdocs/decision-digests/decision-digest-2026-06-06.md Task #5 v1.5 Production Rule Carddocs/reference/task5-v1.5-production-rule-card.md RQData Setupdocs/rqdata-setup.md

Task #5 — A 股领头羊策略 (CANSLIM + Minervini SEPA) · Brief v0leader-stocks/brief-v0.md Task #5 IC Pack v1leader-stocks/task5-ic-pack-v1-final.md Task #5 IC Pack v1 — Strategy Rationale Supplement (CIO 补)leader-stocks/task5-ic-pack-v1-strategy-rationale.md Task #5 — A 股领头羊策略 (CANSLIM + Minervini SEPA) · Brief v0task4-all-weather/input/leader-stocks/brief-v0.md Task #5 IC Pack v1task4-all-weather/input/leader-stocks/task5-ic-pack-v1-final.md Task #5 IC Pack v1 — Strategy Rationale Supplement (CIO 补)task4-all-weather/input/leader-stocks/task5-ic-pack-v1-strategy-rationale.md Task #5 IC Pack v1 中文版task4-all-weather/input/leader-stocks/task5-ic-pack-v1-zh.md Task #5 — A 股领头羊策略 (CANSLIM + Minervini SEPA) · Brief v0task5-ashare-leader/input/brief-v0.md Task #5 — A 股领头羊策略 (CANSLIM + Minervini SEPA) · Brief v0task5-ashare-leader/brief-v0.md Task #5 IC Pack v1task5-ashare-leader/task5-ic-pack-v1-final.md Task #5 IC Pack v1 — Strategy Rationale Supplement (CIO 补)task5-ashare-leader/task5-ic-pack-v1-strategy-rationale.md Task #5 IC Pack v1 中文版task5-ashare-leader/task5-ic-pack-v1-zh.md