earnings-team

## Codex adapter note This skill is generated from `skills/earnings-team.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. # 财报精读团队：四大师并行解读 + 公众号发布 对 $ARGUMENTS 进行团队化财报精读分析。四位大师并行解读财报，编辑润色成文，读者评审把关质量，最终产出可直接发布的公众号文章。 **支持输入格式**：`公司名 季度`，例如：`腾讯 2025Q4`、`PDD 2025年报`、`美团 最新` ## 设计理念 一份好的财报分析要解决两个问题： 1. **自己能看懂未来**——需要四个不同视角的深度研究 2. **读者能看懂价值**——需要编辑润色和读者视角的质量把关 本 Skill 的流程分三阶段： - **阶段一·研究**：四大师并行精读财报（段永平看生意本质、巴菲特审财务质量...