<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>AustonAI — 炼药师笔记</title><description>宏观 · 估值 · 地缘 · 航天 · 家装 · 生活</description><link>https://austonai.com/</link><language>zh-CN</language><item><title>地下室暖通方案 · 中央空调 + 新风除湿</title><link>https://austonai.com/home/basement-hvac-plan.html</link><guid isPermaLink="true">https://austonai.com/home/basement-hvac-plan.html</guid><description>地下室暖通完整方案:日立尊瑞全效 II 选型对比、12 项配件升级、新风除湿三档替代方案、风口布置原则与设备商谈判清单。</description><pubDate>Tue, 28 Apr 2026 00:00:00 GMT</pubDate><category>家装</category><category>地下室</category><category>暖通</category><category>中央空调</category><category>新风</category><category>除湿</category><category>大平层</category></item><item><title>主卧选材方案(示例)</title><link>https://austonai.com/home/master-bedroom-materials-demo/</link><guid isPermaLink="true">https://austonai.com/home/master-bedroom-materials-demo/</guid><description>主卧硬装选材的完整决策记录:涂料、地板、五金,含预算与施工时间线。</description><pubDate>Tue, 28 Apr 2026 00:00:00 GMT</pubDate><category>家装</category><category>硬装</category><category>主卧</category><category>涂料</category><category>地板</category><category>示例</category></item><item><title>付鹏经济模型 · 完整框架</title><link>https://austonai.com/research/fupeng-economy-framework/</link><guid isPermaLink="true">https://austonai.com/research/fupeng-economy-framework/</guid><description>基于付鹏 2021-2026 年 523 篇口播稿整理的结构化经济模型与回溯出处。</description><pubDate>Sat, 25 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>付鹏</category><category>经济模型</category><category>框架</category><category>整理</category></item><item><title>RKLB 估值杀模型推演 v3 · 综合版</title><link>https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94-v3-%E7%BB%BC%E5%90%88%E7%89%88.html</link><guid isPermaLink="true">https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94-v3-%E7%BB%BC%E5%90%88%E7%89%88.html</guid><description>Rocket Lab 估值杀模型 v3 综合版,集成 v1/v2 修订并补全敏感性。</description><pubDate>Wed, 22 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>RKLB</category><category>估值</category><category>航天</category><category>综合</category></item><item><title>付鹏 · 2026 年新金融格局——加密资产纳入 FICC 大类配置</title><link>https://austonai.com/research/fupeng-2026-crypto-ficc/</link><guid isPermaLink="true">https://austonai.com/research/fupeng-2026-crypto-ficc/</guid><description>加密资产从&quot;信仰阶段&quot;过渡到 FICC 大类配置:合规、玩家、规则与逻辑全面更新。</description><pubDate>Mon, 20 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>付鹏</category><category>加密资产</category><category>FICC</category><category>新金融格局</category></item><item><title>RKLB 估值杀模型推演 v2</title><link>https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94-v2.html</link><guid isPermaLink="true">https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94-v2.html</guid><description>Rocket Lab 估值杀模型 v2,引入新约束并修订关键参数。</description><pubDate>Sat, 18 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>RKLB</category><category>估值</category><category>航天</category><category>修订</category></item><item><title>RKLB 估值杀模型推演 v1</title><link>https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94.html</link><guid isPermaLink="true">https://austonai.com/research/RKLB%E4%BC%B0%E5%80%BC%E6%9D%80%E6%A8%A1%E5%9E%8B%E6%8E%A8%E6%BC%94.html</guid><description>Rocket Lab 估值杀情景的初版模型推演与关键假设。</description><pubDate>Wed, 15 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>RKLB</category><category>估值</category><category>航天</category></item><item><title>估值杀推演 · 2022 vs 2026</title><link>https://austonai.com/research/%E4%BC%B0%E5%80%BC%E6%9D%80%E6%8E%A8%E6%BC%94-2022vs2026.html</link><guid isPermaLink="true">https://austonai.com/research/%E4%BC%B0%E5%80%BC%E6%9D%80%E6%8E%A8%E6%BC%94-2022vs2026.html</guid><description>2022 与 2026 两轮估值杀的环境差异、节奏与幅度对比推演。</description><pubDate>Sun, 12 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>估值杀</category><category>美股</category><category>2022</category><category>2026</category><category>对比</category></item><item><title>付鹏经济模型 · 网页版</title><link>https://austonai.com/research/%E4%BB%98%E9%B9%8F%E7%BB%8F%E6%B5%8E%E6%A8%A1%E5%9E%8B-%E7%BD%91%E9%A1%B5%E7%89%88.html</link><guid isPermaLink="true">https://austonai.com/research/%E4%BB%98%E9%B9%8F%E7%BB%8F%E6%B5%8E%E6%A8%A1%E5%9E%8B-%E7%BD%91%E9%A1%B5%E7%89%88.html</guid><description>付鹏宏观经济模型的可视化网页版,要素与传导一目了然。</description><pubDate>Fri, 10 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>付鹏</category><category>经济模型</category><category>宏观框架</category></item><item><title>炼药师 · RiskOn / RiskOff 框架</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-RiskOn-RiskOff%E6%A1%86%E6%9E%B6.html</link><guid 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中观产业链推演</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-AI%E4%B8%AD%E8%A7%82%E4%BA%A7%E4%B8%9A%E9%93%BE%E6%8E%A8%E6%BC%94.html</link><guid isPermaLink="true">https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-AI%E4%B8%AD%E8%A7%82%E4%BA%A7%E4%B8%9A%E9%93%BE%E6%8E%A8%E6%BC%94.html</guid><description>中观维度切入 AI 产业链各环节的价值分布与估值锚。</description><pubDate>Thu, 02 Apr 2026 00:00:00 GMT</pubDate><category>投研</category><category>AI</category><category>中观</category><category>产业链</category></item><item><title>炼药师 · 美股两次对比</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E7%BE%8E%E8%82%A1%E4%B8%A4%E6%AC%A1%E5%AF%B9%E6%AF%94.html</link><guid isPermaLink="true">https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E7%BE%8E%E8%82%A1%E4%B8%A4%E6%AC%A1%E5%AF%B9%E6%AF%94.html</guid><description>两个相似阶段的美股估值与流动性环境对比研究。</description><pubDate>Mon, 30 Mar 2026 00:00:00 GMT</pubDate><category>投研</category><category>美股</category><category>估值</category><category>对比</category><category>周期</category></item><item><title>炼药师 · 实况核对 T53</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E5%AE%9E%E5%86%B5%E6%A0%B8%E5%AF%B9-T53.html</link><guid isPermaLink="true">https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E5%AE%9E%E5%86%B5%E6%A0%B8%E5%AF%B9-T53.html</guid><description>T53 时点的实况核对与既定推演的偏差分析。</description><pubDate>Sat, 28 Mar 2026 00:00:00 GMT</pubDate><category>投研</category><category>实况</category><category>核对</category><category>跟踪</category></item><item><title>炼药师 · AI 航天板块推演</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-AI%E8%88%AA%E5%A4%A9%E6%9D%BF%E5%9D%97%E6%8E%A8%E6%BC%94.html</link><guid isPermaLink="true">https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-AI%E8%88%AA%E5%A4%A9%E6%9D%BF%E5%9D%97%E6%8E%A8%E6%BC%94.html</guid><description>AI × 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霍尔木兹观点解读</title><link>https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E9%9C%8D%E5%B0%94%E6%9C%A8%E5%85%B9%E8%A7%82%E7%82%B9%E8%A7%A3%E8%AF%BB.html</link><guid isPermaLink="true">https://austonai.com/research/%E7%82%BC%E8%8D%AF%E5%B8%88-%E9%9C%8D%E5%B0%94%E6%9C%A8%E5%85%B9%E8%A7%82%E7%82%B9%E8%A7%A3%E8%AF%BB.html</guid><description>霍尔木兹海峡风险敞口与原油定价的传导链路解读。</description><pubDate>Sun, 15 Mar 2026 00:00:00 GMT</pubDate><category>投研</category><category>地缘</category><category>霍尔木兹</category><category>原油</category><category>中东</category></item></channel></rss>