HOLD · 组合与风险尚未核实
资本真相
当前资本状态
估算净资产UNKNOWN
UNKNOWNUNKNOWN有效记录 · 0
今日工作台
先核实证据，再作判断
HOLD · 组合与风险尚未核实
研究工作台
选定标的，查看下一步
SUM · 记录中的下一安全动作历史记录 · 未作本次重新验证
No capital action from the 2026-09-30 price impulse. Right-Side Probe #1 is closed without confirmation. Reopen only on a new independent impulse/catalyst frozen in Git before outcome; separately validate Q3 sales/inventory by 2026-10-11 and preserve the February 2027 CFEO/debt gate.
证据路径
记录导航 · 非验证进度，也非 AI 工具执行状态最强未解决挑战Whether improving sales and NTA translate into durable owner cash while development margins have compressed, leverage remains material, and retirement-village regulatory changes increase future working-capital demands. A 0.5x-ish NTA multiple is not itself proof of mispricing because NTA is not immediately distributable cash.
Whether improving sales and NTA translate into durable owner cash while development margins have compressed, leverage remains material, and retirement-village regulatory changes increase future working-capital demands. A 0.5x-ish NTA multiple is not itself proof of mispricing because NTA is not immediately distributable cash.
SUM · 来源
只读投影索引存在不等于来源认证、资料已缓存或研究已准入。
UNKNOWN · 该标的没有版本化来源索引；请先核实来源。
组合明细与人工关注
组合数据边界 · 正在加载私密数据 · UNKNOWN · 尚未同步
关键资本头寸
股票总敞口
UNKNOWN中国股票敞口
UNKNOWN融资及其他负债
UNKNOWN回顾
重大变化
数据时效: 正在加载私密数据 · UNKNOWN · 尚未同步
…
决策
需要人工关注
HOLD · 尚无组合数据；无法评估敞口、杠杆或风险。
数据与系统状态 · 正在加载私密数据 · 组合快照 UNKNOWN · 尚未同步