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serenity-bottleneck-hunter

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给定一个投资主题/趋势,复用交易者 Serenity(@aleabitoreddit)的"供应链瓶颈逆向映射"方法论,独立挖出被市场忽视的上游瓶颈股(而非分析他已喊过的标的)。当用户给出一个主题(如"AI 数据中心电力""人形机器人""HBM 内存")并想要候选标的+论证时使用。仅供研究教育,非投资建议。

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# Serenity Bottleneck Hunter

把一个**投资主题**转成一份**被忽视的上游瓶颈候选股名单 + 论证 + 目标价/时间框架**。核心不是抄 Serenity 的票,而是**复用他的逻辑去选新股**。

> 📓 每条纪律是怎么用一次真实翻车换来的,见 `reference/lessons.md`。本文件只讲"做什么";完整事故复盘在那边,用 `〔… → lessons.md#锚点〕` 指过去。

## 何时用
- 用户给出一个主题/趋势,想要"沿这个方向能买什么"。
- 用户给一个上游环节/材料,想找对应的瓶颈公司。
- ❌ 不要用于:已知标的的纯财务分析、抄作业式"他买了啥"。

## 核心理念
> 逆向拆解供应链,在机构与分析师发现之前,埋伏那个**无人察觉的上游瓶颈**,用催化剂兑现。
> alpha 来自"**早于机构发现主题**",不是抄到最低点。