Wiki Drift Audit — 2026-04-20

本质与导读

自动生成于 2026-04-20 04:16 by scripts/audit.py 每周一 09:00 由 launchd (com.llmwiki.audit) 触发

概览
检查项数量状态
陈旧页面（Updated > 90 天）0🟢
损坏的 cross-reference 链接0🟢
孤立页面（未被引用）0🟢
SRS 逾期（> 7 天）0🟢
健康检查失败页面116🔴
Phase-1 未深 ingest 页面0🟢
引用覆盖不足（< 2 源）117🔴

总体状态：🟡 233 个问题待处理

1. 陈旧页面

🟢 无陈旧页面——所有页面在近 90 天内有更新。

2. 损坏的 cross-reference 链接

🟢 无损坏链接——所有 topic-xxx.md 引用都指向存在的文件。

3. 孤立页面

🟢 无孤立页面——所有页面都被 index.md 或其他页面引用。

4. SRS 逾期题目

🟢 无 SRS 逾期——所有题目的 在近 7 天内。

5. 健康检查

以下页面存在健康问题：

topic-7-powers-moat.md
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topic-accounting-quality.md
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topic-ad-as-and-policy.md
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topic-ai-applications-cn.md
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topic-ai-infrastructure-global.md
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topic-alibaba.md
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topic-alphabet-google.md
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topic-amazon-jassy-2023.md
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topic-apple.md
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topic-asml.md
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topic-asset-allocation.md
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topic-autonomous-driving.md
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topic-banking-and-finance.md
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topic-behavioral-finance.md
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topic-berkshire-hathaway.md
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topic-biotech-innovation-china.md
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topic-broadcom.md
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topic-buffett-partnership-letters.md
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topic-business-cycles.md
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topic-byd.md
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topic-catl.md
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topic-central-banks.md
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topic-china-macro.md
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topic-china-merchants-bank.md
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topic-china-tech-giants.md
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topic-china-value-investors.md
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topic-chip-war.md
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topic-cnooc.md
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topic-commercial-space.md
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topic-commodities-gold.md
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topic-company-research-workflow.md
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topic-constellation-energy.md
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topic-consumer-sector.md
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topic-contrarian-investing.md
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topic-corporate-finance.md
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topic-credit-cycle-bis.md
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topic-cross-border-structure.md
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topic-crypto-basics.md
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topic-dalio-big-debt-cycles.md
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topic-dalio-principles.md
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topic-damodaran-framework.md
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topic-dcf-valuation.md
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topic-derivatives-overview.md
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topic-dividend-strategy.md
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topic-drawdown-management.md
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topic-economic-schools.md
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topic-elon-ecosystem.md
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topic-energy-transition-2030.md
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topic-factor-investing.md
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topic-financial-statements.md
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topic-fiscal-policy.md
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topic-fisher-growth-investing.md
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topic-funds-structure.md
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topic-fx-currencies.md
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topic-geopolitics-investing.md
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topic-global-energy-2024.md
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topic-global-liquidity-usd.md
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topic-global-macro.md
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topic-glp1-biotech-global.md
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topic-graham-dodd-value.md
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topic-greenblatt-event-driven.md
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topic-healthcare-sector.md
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topic-hedging-playbook.md
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topic-howard-marks.md
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topic-humanoid-robots-deep.md
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topic-inflation-deflation-mechanisms.md
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topic-innovation-manufacturing.md
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topic-investment-workflow-templates.md
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topic-island-economics.md
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topic-kelly-position-sizing.md
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topic-kweichow-moutai.md
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topic-li-auto.md
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topic-lifetime-portfolio.md
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topic-macro-indicators.md
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topic-mankiw-macroeconomics.md
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topic-mankiw-microeconomics.md
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topic-market-structure-game-theory.md
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topic-markets-a-us-hk.md
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topic-meituan.md
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topic-meta.md
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topic-microsoft.md
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topic-modern-finance-theory.md
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topic-money-growth-and-inflation.md
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topic-nvidia.md
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topic-options-basics.md
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topic-order-execution.md
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topic-peter-lynch-garp.md
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topic-pinduoduo.md
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topic-poor-charlies-almanack.md
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topic-quantum-computing.md
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topic-random-walk-wall-street.md
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topic-rates-fixed-income.md
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topic-rebalancing-strategies.md
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topic-reits-real-estate.md
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topic-relative-valuation.md
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topic-risk-metrics.md
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topic-robotics-automation.md
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topic-sea-change.md
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topic-semiconductors-china-domestic.md
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topic-sotp-rim-real-options.md
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topic-space-economy.md
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topic-statistics-for-investing.md
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topic-stop-loss-systems.md
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topic-stress-testing.md
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topic-tax-and-accounts.md
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topic-tax-efficient-trading.md
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topic-ten-principles-of-economics.md
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topic-tencent.md
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topic-tesla.md
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topic-trend-following-cta.md
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topic-tsmc.md
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topic-us-macro.md
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topic-valuation-traps-china.md
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topic-wealth-of-nations.md
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topic-xiaomi.md
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topic-yield-curve-recession.md
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5. Phase-1 未深 ingest 页面

🟢 全部 topic 页都有具体 source 记录。

6. 引用覆盖不足（< 2 条 （源：...））

以下页面缺少 source 引用锚点，考虑加深 ingest：

页面引用数
7 Powers — 护城河的七种类型（Hamilton Helmer 框架）0
会计质量识别 — 造假信号 / Non-GAAP 陷阱 / 现金流真伪0
AD-AS + 货币/财政政策 + 菲利普斯曲线0
中国 AI 应用与大模型 — DeepSeek / 智谱 / 豆包 / 通义 / 国产化主线0
全球 AI 基础设施 — GPU / 数据中心 / 电力 / HBM / 光模块 / 液冷0
阿里巴巴（9988.HK / BABA）— 电商巨头 / AI 全栈 / 估值重估中0
Alphabet (GOOG/GOOGL) — AI 时代的"二元挑战者"0
Amazon 2023 股东信解读 — Jassy 时代的第二年0
Apple (AAPL) — 最大消费科技公司0
ASML — 全球唯一的 EUV 光刻机厂商0
资产配置理论 — 从 Markowitz 到 All Weather 到 Black-Litterman0
自动驾驶 — Tesla FSD / Waymo / 华为 ADS / 百度 Apollo / Robotaxi 战争0
银行与金融业 — 商业模型 / CAMELS / NIM / 风险矩阵0
行为金融学 — 人为什么系统性地做错决定0
Berkshire Hathaway (BRK) — 长期价值的活样本0
中国创新药 — 百济 / 恒瑞 / 药明 / 信达 / License-Out 出海0
Broadcom（AVGO）— AI ASIC 之王 / 网络垄断 / VMware 软件 / 收购整合典范0
Buffett 合伙人信 1957–1969 — 价值投资的原始操作手册0
商业周期理论 — Kitchin / Juglar / Kondratieff / NBER / 美林时钟0
比亚迪（1211.HK / 002594.SZ）— 全球 EV 销量第一 / 垂直整合 / 电池 + 整车 + 电子0
宁德时代（300750.SZ / 3750.HK）— 全球电池之王 / 动力 + 储能双轮 / 技术帝国0
央行机制深度 — Fed / PBoC / ECB / BoJ 工具箱0
中国宏观 — 人口 / 房地产 / 地方债 / 通缩 / 新质生产力0
招商银行（600036 / 3968.HK）— 中国最强零售银行 / 股份制龙头 / 红利 + 成长双线0
中国科技龙头 — 腾讯 / 阿里 / BYD / PDD / 美团0
中国本土价值投资派 — 段永平 / 张磊 / 但斌 / 冯柳 / 陈光明0
Chip War — 半导体地缘史 + 投资视角解读0
中海油（883.HK / 600938.SH）— 最低成本海上油气 / Buffett 持仓 / 红利 8%+0
商业航天与低空经济 — SpaceX / 蓝箭 / 亿航 / eVTOL / 卫星互联网0
商品 / 黄金 / 原油 — 实物资产投资框架0

建议行动
  • 紧急：修复 116 个页面的健康问题
  • 给 117 个低引用页补 source 引用