Conclusion first
Start with the research view, then show the evidence behind it.
ACIS ResearchAI Civilization Investment Research中文INVESTMENT INTELLIGENCE · ALPHA RESEARCH
Find the mispricing. Demand the proof.
Alpha is one track inside Investment Intelligence: low-consensus opportunities supported by improving fundamentals, valuation and catalysts. It is a research archive—not a recommendation list.
WEEKLY ALPHA RESEARCH · ISSUE 003
As Agents Enter the System Layer, Alpha Shifts From Features to Cash Conversion
Agent Systems · Clinical Proof · Cash Conversion
2026.09.17Read Issue 003ALPHA003AI SOFTWARE · BIOTECH
WEEKLY ALPHA RESEARCH · ISSUE 002
AI Capital Spending Starts to Deliver, but Higher Rates Reprice Everything
Oracle · Adobe · Cash Flow
2026.09.11Read Issue 002ALPHA002ORCL · ADBE
WEEKLY ALPHA RESEARCH · ISSUE 001
Do Not Chase AI Growth—Medical Value Is Beginning to Re-rate
Growth: Samsara · Value: Medtronic
2026.09.04Read Issue 001ALPHA001IOT · MDT
How to read this series
Evidence before narrative
Cover catalysts, risks, what would change the view and what to watch next.
Research, not a signal
The ordering shows what deserves further work; it does not assess personal suitability or entry timing.