How to start
Open the brief first; open the stack when you need the chain.
Pulse is a research stack, not a feed. Start with Daily Brief; open Compute Stack only when you need the full industry chain and shock paths.
Three steps
- Open BriefRead today’s structured notes.
- Scan columnsThesis and conviction by column.
- Open Stack if neededUpstream / shocks when you need them.
01
Daily Brief
每日简报
Default start. Day notes: structured, scannable.
When to useToday’s research narrative, company signals, printable notes.
- Eight research columns with company signals
- Scannable thesis and conviction
- Printable reader, EN / 中文
Open BriefNews · Magazine
02
Compute Stack
算力产业链
Open when you need the industry chain — stages, focus, and dossiers.
When to useWhen a brief needs context: who is up/downstream, how stages connect.
- Industry-chain overview by stage
- Focus view: upstream · center · downstream
- Company dossiers with official sites
Open StackGraph · Stages