发现叙事
肖小跑叙事雷达 | Narrative Radar 最近的一个小尝试，也是训练模型过程中的一部分：把每天读新闻时捕捉到的“叙事线索”与验证路径，用工作流的方式记录下来；不仅仅是"看新闻"——更在追踪“叙事”（narratives）的诞生、发酵和演变。内容不求面面俱到，重在把“感觉到的风向”与“可追踪的证据”放在一起，方便后续复盘与迭代。 这个newsletter是我追踪叙事的工作日志，也是训练模型识别市场故事脉络的一部分。我想把这个过程分享出来，希望对大家也有启发。
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 97 | Subscribers | Read | wenli.substack.com |
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久病成佛？中国居民资产负债表出院了吗？
提到的几篇报告完整版我放在文末google drive里了
【完整版】拆解战争与通胀的分子和分母（增加了来自于闭门会和工作分析中的数据，包括：对中国的潜在利好到底是什么？）
如果大家已经读了公众号的文章，Substack 完整版增加的内容可以直接跳到最后一部分阅读。增加的内容来自于闭门会和工作分析中的数据，包括：
China's 80/20 Recovery Story: How 80% of China's Economy Is Healing Itself
> A note on the “80/20” framework: China’s strategic emerging industries — AI, robotics, new energy, aerospace, biotech, and advanced materials — accounted for roughly 17% of GDP as of 2025, according to estimates from the NDRC and China’s ...
新播客栏目预告：如果电力的成本可以趋近于零，世界会发生什么？【订阅Substack 的小伙伴们文末有福利】
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最近的一个小尝试，也是训练模型过程中的一部分：把每天读新闻时捕捉到的“叙事线索”与验证路径，用工作流的方式记录下来；不仅仅是"看新闻"——更在追踪**叙事**（narratives）的诞生、发酵和演变。内容不求面面俱到，重在把“感觉到的风向”与“可追踪的证据”放在一起，方便后续复盘与迭代。 这个newsletter是我追踪叙事的工作日志，也是训练模型识别市场故事脉络的一部分。我想把这个过程分享出来，希望对大家也有启发。
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