product-to-value-chain
Skill0 starsChanged 6 months agoLicence not identifiedView on GitHub
从热门产品/技术出发，反推整条产业链与价值链，识别投资机会 达到专业研报水平（IBD / 卖方 thematic research 风格） 此 skill 在以下情况自动激活： "卖给淘金者铲子的人，比淘金者更稳赚。" 一个产品的火爆 ≠ 这个产品的制造商最值得投资。 反推原则： - 终端产品的胜负不可预测，但产业链的需求是确定的 - 越接近上游、越稀缺、越独家的环节，越值得投资 - Picks-and-shovels 优于纯粹押注终端品牌 目的：把"产品"拆成"技术堆栈 + 物料清单 + 服务依赖"。 通过 WebSearch +…
In this repository12 other files it gives its agents.
- comparative-analysisSkill
- dcf-valuationSkill
- earnings-analysisSkill
- investment-frameworkSkill
- investment-mastersSkill
- kol-trackingSkill
- macro-contextSkill
- portfolio-analysisSkill
- rebalancing-strategySkill
- sector-comparisonSkill
- stock-screenerSkill
- value-chain-mappingSkill
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