@pcchris1995

dakaimen-investing provides a framework for identifying early-stage expectation-wave opportunities in growth industries, emphasizing quantifiable medium-term catalysts (2-3 quarters) and four classical profit modes. structured around six selection criteria, exit discipline, and sector prioritization within ai/optical/semiconductor verticals.

report-tracker extracts research report metadata (supply-demand, pricing, customer activity, technology roadmap) and associates findings to a locked equity portfolio, appending results to archival files and maintaining cumulative tracking tables.

upstream-material-cn provides a six-step framework for analyzing non-consumer-facing material companies (copper foil, substrates, crystals, etc) along supply chains, mapping transmission paths, quantifying supply-demand dynamics, and comparing competitive positioning for investment decisions.

optical-comm-cn provides a framework for analyzing optical communication supply chains, technology roadmaps, and investment opportunities across cpus/modules/chips. centered on curated expert analysis with quantified market models and positioning matrices, but procedures remain semi-structured and lack actionable decision gates.

investment-analysis-workflow defines a 6-step sop for incremental financial analysis on archived reports, with strict rules against redundant work and logic fragmentation. coverage includes material triage, archive reading, conflict resolution, and output coordination across a linked skill network.

生命法庭景气股投资分析框架。基于产业周期和情绪周期的投资方法论，包含四浪理论（题材浪/预期浪/业绩浪/泡沫浪）、景气股分类、生命周期法则及「大开门」子框架（预期浪早期最优品种筛选）。用于：(1)判断股票所处阶段，(2)识别景气上行与下行产业，(3)景气股分类与选股，(4)持仓纪律与买卖节奏，(5)在预期浪早期找到...