{ "topics": [ { "name": "股票投研体系", "dimension": "domain_knowledge", "status": "in_progress", "goal": "小唯建立股票分析能力,牧尘从零学习,双方共同制定交易策略", "learning_path": [ { "phase": 1, "title": "股票基础概念", "items": [ "A股交易规则(涨跌幅/T+1/集合竞价)", "K线基础(阳线/阴线/十字星)", "核心指标(市盈率/换手率/成交量/持仓量)", "均线系统(MA5/MA10/MA20/MA60)" ], "done": false }, { "phase": 2, "title": "技术分析框架", "items": [ "MACD指标原理与实战用法", "KDJ随机指标", "布林带(Boll)", "成交量与价格关系(放量/缩量)", "支撑位与压力位判断" ], "done": false }, { "phase": 3, "title": "基本面分析", "items": [ "财报基础(利润表/资产负债表/现金流量表)", "估值方法(市盈率/市净率/PEG)", "行业分析(赛道/竞争格局)", "宏观因素(利率/政策/情绪)" ], "done": false }, { "phase": 4, "title": "小唯量化工具链", "items": [ "akshare数据获取(行情/财务/指数)", "tushare数据接口", "技术指标计算(pandas/numpy)", "回测框架(backtrader/quantstats)", "飞书信号推送" ], "done": false }, { "phase": 5, "title": "模拟交易与策略验证", "items": [ "选择模拟平台(聚宽/掘金/自建)", "历史数据回测", "模拟账户运行", "收益达到预期标准(待定)", "风控规则固化" ], "done": false } ], "created_at": "2026-07-11", "last_research": "2026-07-11", "expected": "小唯能独立输出个股分析报告,牧尘能理解并参与策略制定", "notes": "目标:先模拟,达到预期再实操。风控由牧尘定。" } ] }