技术革命周期诊断（佩雷斯框架）

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@user_5255fd6a/pereztechcycle

Apply Carlota Perez's Technological Revolutions and Financial Capital framework to diagnose which phase a technology revolution or asset boom is in (irruption, frenzy, turning point, synergy, maturity) and derive investment and strategy implications. Use when the user asks about tech-cycle or industry-cycle phase diagnosis, whether a boom is a bubble, AI or industry cycle positioning, golden-age vs crash dynamics, Kondratieff long waves, or references Perez, 技术革命与金融资本, 泡沫, 黄金时代, 康德拉季耶夫, 投资周期, or 阶段诊断.