Grid Alpha · Public Markets · AI Research Engine公开市场 · AI 投研引擎
Find Alpha before Wall Street does.
A vertical AI investment research agent for U.S.-listed AI Energy, Physical AI, and critical infrastructure. Every morning, it runs the full loop — collect, extract signals, score, and write an explainable investment thesis — so you find emerging opportunities before consensus forms.专注美股 AI Energy、Physical AI 与关键基础设施的垂直 AI 投研 Agent。每个交易日清晨,它自动完成"信息采集 → 信号提取 → 量化评分 → 可解释投资论点生成"的完整闭环,帮助你在市场共识形成之前发现新兴机会。
Positioning产品定位
Grid Alpha isn't Bloomberg, isn't AlphaSense, isn't ChatGPT. It studies one track deeper than any general platform — and delivers explainable, traceable, verifiable conclusions.Grid Alpha 不是 Bloomberg,不是 AlphaSense,也不是 ChatGPT。它只研究一个赛道,却比任何通用平台都更懂,并以可解释、可追溯、可验证的方式交付结论。
Product产品功能
Every trading morning by 6:30 ET: Top 10 buy candidates, Top 5 watchlist, theme strength, and the most important new signals of the last 24h.每个交易日 6:30(ET)前:Top 10 机会、Top 5 观察名单、主题强度排序、过去 24 小时最重要的新信号。
Five themes — AI Power, Data Center, Grid AI, Physical AI, Industrial Robotics — with strength, 4-week trend, top stocks, catalysts, and rotation matrix.五大主题——AI Power、数据中心、Grid AI、物理 AI、工业机器人——含强度、趋势、Top Stocks、催化剂与轮动矩阵。
An always-current mini investment memo per ticker: thesis, symmetric bull/bear cases, signal timeline, valuation, catalysts, risk — every sentence cited.每只标的一份始终最新的迷你投资备忘录:论点、对称的多空双方、信号时间线、估值、催化剂、风险——每句挂引用。
A real-time stream of every signal across the universe, filterable by type, theme, and market cap. Built for analysts who scan.全票池信号实时流,按类型/主题/市值过滤,服务基金分析师的"扫描"场景。
Public performance of every past recommendation at 1M/3M/6M vs benchmark — recorded from day one, never deleted, with honest "what we got wrong".公开每条历史推荐 1M/3M/6M vs 基准的实际表现——上线首日起记录、不删除,含"错误复盘"。
A 5-minute readable digest of Daily Alpha. Every conclusion links straight back to its evidence in-product.5 分钟可读完的精简版 Daily Alpha,每个结论直达产品内对应引用。
Inside a Daily AlphaDaily Alpha 内部
Scenario ranges instead of false precision, probability edge instead of a single number, and at least two primary-source citations — or the card doesn't ship.用情景区间取代虚假精度,用概率优势取代单一数字,每张卡片强制至少两条一手来源——否则不出卡。
Proprietary signals no horizontal platform models: utility awards, interconnection queue, DOE/LPO funding, data-center permits, PPAs.横向平台不建模的专有信号:公用事业订单、互联队列、DOE/LPO 资金、数据中心许可、PPA 签约。
Others need you to ask first. Grid Alpha answers the question you most want to ask, every morning.别人要你先有问题。Grid Alpha 每天早上直接回答你最想问的那个问题。
80% of the universe is small/mid-cap — where thematic alpha lives and competitor coverage is thinnest.票池 80% 为中小盘——主题 Alpha 所在,也是竞品覆盖最薄的地带。
Priced into the empty band between $110/mo tools and $10k+/yr enterprise platforms.卡位在 $110/月工具与 $1万+/年企业平台之间的无人断层带。
How It Works运作机制
Triggered at 5:00 AM ET, published before 6:30. LLM does the reasoning; data APIs do the facts. A Verification Agent checks every fact against source before anything ships.凌晨 5:00(ET)触发,6:30 前发布。LLM 负责推理,数据 API 负责事实;Verification Agent 逐句核对来源后才发布。
Collects daily deltas from You/Exa/SEC/news/financials.从 You/Exa/SEC/新闻/财务采集当日增量。
Maps notes to 12 signal categories, dedupes, scores novelty.映射到 12 类信号,去重并判定新颖性。
Computes 5 scores + Overall Alpha, ranks, triggers thresholds.计算五分数 + Overall Alpha,排名与阈值触发。
Writes bull/bear thesis, evidence, summary.撰写多空论点、证据与摘要。
Fact-checks every sentence & number vs source; compliance gate.逐句核对事实与数字、合规把关。
The Moat护城河
Eight general signals plus four proprietary vertical signals — the data moat competitors can't quickly copy.8 类通用信号 + 4 类垂直专有信号——竞品无法快速复制的数据护城河。
Pricing定价
Above the workbench, below the enterprise platform. You pay for conclusions, not just data.高于工作台,远低于企业平台。你为结论付费,而非仅仅为数据。
Pricing shown is the planned launch structure and may change before Q4 general availability.以上为计划中的上线定价结构,Q4 正式上线前可能调整。
Launching Q4 20262026 Q4 上线
Grid Alpha goes live in Q4. Join the waitlist to get early access, launch-week updates, and a free daily Alpha card while we build in public.Grid Alpha 将于 Q4 正式上线。加入等候名单,获得优先体验资格、上线动态更新,以及公开构建期间的每日免费 Alpha 卡片。
No spam. One launch email + the weekly card if you opt in.不发垃圾邮件。仅上线通知,选择后附每周卡片。