earnings-review

## Codex adapter note This skill is generated from `skills/earnings-review.md` so Claude Code and Codex users share one canonical workflow. - Treat `$ARGUMENTS` as the user's request in the current Codex thread. - When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files. - Use shared project tools from `tools/` in this repository. Prefer running commands from the repository root with paths like `python3 tools/financial_rigor.py ...`; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path. - Before starting research, run the `date` command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data. - Preserve the research quality rules from `AGENTS.md`: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps. # 财报精读：一手资料深度解读 对 $ARGUMENTS 进行财报精读分析。 **支持输入格式**：`公司名 季度`，例如：`腾讯 2025Q4`、`PDD 2025年报`、`美团 最新`（默认读取最近一期） > "我从不看卖方研报，只读原始财报。" —— 李录 > > "我每天读500页。知识就是这样积累的，像复利一样。" —— 巴菲特 ## 设计理念 大多数AI投研工具依赖二手信息（新闻、研报摘要、数据网站）。但巴菲特和李录的核心能力是**读一手资料**——年报、季报、电话会纪要。 二手信息的问题： - 被筛选过——分析师选择性呈现对其观点有利的数据 - 有时滞——等别人消...