company-investment-research

# Company Investment Research / 公司投资研究框架

This skill provides a systematic framework for conducting comprehensive investment research and due diligence on companies. It structures analysis across 10 critical dimensions to support informed investment decisions.

本技能为公司基本面研究提供一套**结构化投研框架**，覆盖 10 个关键维度，帮助你从零开始梳理一家公司的商业模式、竞争力、增长与估值，并最终形成一份有逻辑的投资结论。

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## When to Use / 适用场景

Use this skill when you need to:

- Evaluate a company as a potential **investment** (public or late-stage private)
- Understand a company's **competitive advantages and moat** vs peers
- Produce a **structured investment memo** instead of scattered notes
- Compare **two or more companies** in the same sector on a consistent framework

适合在以下场景使用：

- 对某家公司做**系统性投研/估值评估**（上市公司或准上市公司）
- 想明白它相对于同行的**护城河与竞争地位**
- 需要输出一份结构清晰的**投研报告/投资备忘录**
- 在同一行业内对比多家公司，希望有**统一的分析模板**

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## Quick Usage Examples / 快速使用示例

### 1. Single-company deep dive / 单公司深度研究

> "Analyze NVIDIA (NVDA) as an investment using the company-investment-research framework. Follow all 10 dimensions and end with a clear BUY/HOLD/SELL view, including key risks."

> 「请基于 `company-investment-research` 投研框架，系统分析英伟达（NVIDIA, NVDA）的投资价值，按 10 个维度展开，最后给出 BUY/HOLD/SELL 判断，并列出关键风险。」

### 2. Compare two companies in the same sector / 同行业公司对比

> "Using the company-investment-research skill, compare NVIDIA vs AMD as AI infrastructure investments. Highlight differences in moat, growth drivers, and valuation, then state which one looks more attractive on a 3–5 year horizon and why."

> 「使用该投研框架对比分析 NVIDIA 与 AMD 作为 AI 基础设施投资标的的优劣，从护城河、成长驱动、估值三方面重点展开，并给出未来 3–5 年哪个更具吸引力及原因。」

### 3. Rapid pre-screening / 快速预筛选

> "Run a lightweight version...