@pcchris1995

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.

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...

投资分析工作流管理。规范"拿到新材料后如何基于已存档报告做增量分析"的完整SOP，解决分析碎片化、逻辑断裂问题。用于：(1)收到新材料/公告/研报/调研纪要后的标准分析流程，(2)存量报告合并重组，(3)大开门股票池的持续维护。与 prosperity-investing（景气投资框架）和 optical-com...

「大开门」投资方法论——基于产业周期和预期浪的选股框架。用于：(1)识别预期浪早期的高弹性标的，(2)判断四种经典获利模式（上游卡位/候补转正/补涨绑定/并购切入），(3)用业绩验证时间窗跟踪逻辑证实/证伪，(4)持仓纪律与退出机制。触发词：大开门、预期浪、景气投资、唯一性公司、期权式投资、上游卡位、补涨绑定、并...