- GitHub Pages:
.github/workflows/publish_advisory_site.ymlpublishes HTML, JSON, Markdown, and RSS. - RSS:
feed.xmlis generated byscripts/publish_advisory_site.py. - Telegram: optional. If
TELEGRAM_BOT_TOKENandTELEGRAM_CHAT_IDare set as repository secrets,scripts/notify_advisory_telegram.pysends a short summary after a successful Pages deployment. Missing secrets skip notification without failing the publish job. - Locale: the public HTML/RSS/Telegram copy defaults to Simplified Chinese
(
zh-CN). JSON contract keys remain in English for downstream stability.
Default Intelligent Advisory notifications show final recommendations, stock background, recommendation reasons, horizon, combined score, and the full report link. Theme candidates stay in JSON/Markdown audit material and are not included in the default notification summary. Notifications must not show orders, target weights, target share quantities, account suitability, or any account-specific allocation advice.
智慧投顾研究系统 | 周度 | 2026-05-31
本期推荐:
- MU | 中线 | 综合分=0.85 | 股票背景:Micron 主要做 DRAM、NAND 和 HBM 等存储芯片。
推荐理由:前景主要来自 AI 服务器对 HBM 和高端 DRAM 的需求,以及存储周期修复。
- INTC | 中线 | 综合分=0.77 | 股票背景:Intel 主要做 CPU、数据中心芯片、制造工艺和晶圆代工。
推荐理由:前景主要来自美国本土半导体制造、CHIPS Act、代工恢复和 AI PC / 数据中心需求。
周期:短线=暂无;中线=MU, INTC, AMD, VRT, DELL;长线=暂无
完整报告:https://quantstrategylab.github.io/QuantAdvisorResearch/...
RSS remains intentionally short for feed readers:
主要信号=HBM / 存储, AI 算力平台;推荐=MU, INTC, AMD, VRT, DELL。
智慧投顾研究输出;不包含下单、仓位配置或账户级建议。