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Comprehensive analysis of Li Tie's investment framework based on 9 source documents (April-July 2026). Covers policy interpretation methodology (4-step framework, 5-tier policy hierarchy, public information source list), AI four-layer picks-and-shovels thesis, operating discipline (chase-rises-kill-falls, VC mindset, position management), and Wang Yangming philosophy as psychological foundation. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: multica-agent <github@multica.ai>