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Sources & Research Standards来源与研究标准

How to read sources, evidence labels, research dates, and corrections.

如何阅读来源、证据标签、研究日期与更正。

Where the information comes from

Research draws on company filings, technical publications, company disclosures, and attributed reporting. Use the source attached to a claim to check what it establishes and what it leaves unresolved. A document’s authority does not make every statement within it independently verified.

What the labels mean

LabelMeaningReader check
FACTA statement supported by the cited evidence within its stated scopeDoes the source support the exact claim and date?
CLAIMA company’s or other interested party’s assertionHas anyone independently checked it?
PRESSAttributed reportingIs the underlying source available?
DERIVEDA calculation from stated inputsCan the inputs and method reproduce it?
INFERENCEAn analytical interpretationWhat assumptions or alternative explanations matter?
UNVERIFIEDAn unresolved statementWhat evidence is still needed?

Repeated coverage of the same announcement is one underlying source, not several independent confirmations. An article that cites RoboIndex cannot independently corroborate RoboIndex’s own claim.

Confidence and dates

A confidence label expresses a research assessment. It is not a probability unless a separately documented, calibrated method defines it that way. A company can have strong evidence for revenue and weak evidence for a technical claim; use claim-level scope where available.

The publication date identifies when the source appeared. A verification date identifies when the record was checked. The research cut identifies the evidence window for a particular analysis. A website update does not refresh all three dates.

Missing information and comparisons

Unknown values remain unknown. A blank commercial-evidence field means that the structured assessment is incomplete, not that the underlying business activity is absent. Company claims, assumptions, and calculations stay distinguishable.

Compare operational metrics only when tasks, conditions, observation periods, and human assistance are compatible. Keep company-specific limits beside favorable results.

Corrections and methodology changes

Material corrections should identify the previous statement, corrected statement, supporting source, and affected research. Detailed change history is kept in the GitHub repository. Public methodology pages retain the rules and limitations needed to interpret the current output.

Evidence may prompt a review. Changes to scoring rules, scores, eligibility, constituents, weights, or research cuts require owner approval before publication. The CE-N review distinguishes proposals from the stored scores.

Portfolio research

RoboIndex presents research portfolio constructions. Historical simulations are backtests, not a live track record. Read the methodology for construction and performance limitations. Research use only; not investment advice.

信息从哪里来

研究使用公司申报文件、技术论文、公司披露与具名报道。通过主张所附来源,核查它支持什么、哪些事项仍未解决。文件本身具有权威性,不代表其中每一句话都经过独立核验。

标签的含义

标签含义读者应核查
FACT在明确范围内得到引用证据支持的陈述来源是否支持具体主张与日期?
CLAIM公司或其他利益相关方的主张是否经过独立核查?
PRESS具名报道能否找到原始来源?
DERIVED根据明确输入进行的计算能否按输入与方法复算?
INFERENCE分析判断涉及哪些假设或替代解释?
UNVERIFIED尚未解决的陈述还需要什么证据?

对同一公告的多次报道只有一个基础来源,不是多个独立确认。引用 RoboIndex 的文章不能反过来独立佐证 RoboIndex 自己的主张。

置信度与日期

置信度标签表达研究判断。除非另有经过校准的方法说明,否则不能把它解读为概率。同一家公司可以有充分的收入证据,但技术主张证据不足;有条件时应逐项说明。

发布日期说明来源何时出现,核验日期说明条目何时检查,研究截点说明某项分析的证据时间范围。网站更新不会同时刷新这些日期。

缺失信息与比较

未知值保持未知。商业证据字段为空表示结构化评估尚未完成,不代表相应业务活动不存在。公司主张、假设与计算分别标明。

只有任务、条件、观察期间与人工协助口径可比时,才比较运行指标。公司特有的局限应与有利结果一起呈现。

更正与方法变更

重大更正应说明旧陈述、新陈述、支持来源与受影响研究。详细历史保留在 GitHub 仓库。公开方法页保留解读当前结果所需的规则与局限。

证据可能触发评审。评分规则、分数、资格、成分、权重或研究截点的变更,必须在发布前获得负责人批准。CE-N 评审区分提案与已存储分数。

投资组合研究

RoboIndex 提供研究组合构建结果。历史模拟属于回测,不是实盘业绩。构建与业绩局限见方法论。仅供研究使用,不构成投资建议。