industry-research

## Codex adapter note This skill is generated from `skills/industry-research.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. # 行业投资研究：产业链全景扫描 + 四大师个股分析框架 对 $ARGUMENTS 行业进行系统化产业链投资研究。 ## 研究目标 从一个投资主题/逻辑链出发，完成： 1. 验证投资逻辑链的每一个环节 2. 绘制完整产业链全景图 3. 扫描全球所有上市公司（A股/港股/美股/国际） 4. 对每个细分环节的头部公司执行四大师框架分析 5. 输出行业级投资组合配置建议 --- ## 第一步：投资逻辑链构建与验证 ### 1.1 画出逻辑链 用箭头链路表达从"底层趋势"到"受益标的"的因果关系，例如： ``` 底层趋势 A → 导致需求 B → 创造瓶颈/...