company-investment-research
Structured, multi-dimensional company investment research framework for AI agents and human analysts. Provides a 10-part checklist (moat, tech, market, customers, growth, financials, geography, governance, valuation, recommendation) to turn scattered info into a consistent, high-quality investment memo. | 面向 AI Agent 与人工分析师的公司投研框架，用 10 大维度系统梳理商业模式、护城河、成长与估值，快速产出结构化投研报告。
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/dufu2000/company-investment-researchCompany 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。
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
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 of the company-investment-research framework on Snowflake. Focus on competitive positioning, growth drivers, and valuation to decide whether it deserves full deep-dive research."
「对 Snowflake 做一版简化版投研：重点看竞争地位、成长驱动和估值，判断是否值得投入时间做完整深度研究。」
4. Memo generation for internal discussion / 生成内部讨论用 Memo
"Create a 2–3 page investment memo for Tesla using the company-investment-research structure. The target audience is an investment committee; keep language concise but include key numbers and scenarios (base/bull/bear)."
「按照本框架，为特斯拉生成一份 2–3 页的投资备忘录，供投委会讨论使用：语言简洁，但需包含核心数据与基础/乐观/悲观三种情景。」
Industry Templates / 行业模板示例
Below are add-on checklists for specific industries. Use them on top of the 10 core dimensions.
下面是针对特定行业的额外检查项，在 10 大通用维度基础上叠加使用即可。
A. Internet Platforms (Consumer Internet) / 互联网平台
Typical businesses / 典型业务： 内容平台、电商、社交、短视频、本地生活等。
Extra focus areas / 额外关注点：
-
User metrics / 用户指标
- MAU/DAU 走势、渗透率、区域分布
- 用户结构（核心用户 vs 长尾用户）
-
Engagement & retention / 使用粘性与留存
- 人均使用时长、留存（7 日 / 30 日 / 12 个月）
- 用户生命周期路径（拉新→激活→留存→复购/付费）
-
Monetization model / 变现模式
- 广告 / 订阅 / 交易抽佣 / 增值服务
- ARPU、付费率、广告负载（广告占用用户时间的比例）
-
Unit economics / 单位经济模型
- CAC（获客成本）、LTV、回本周期
- 不同渠道/城市/品类的获客效率差异
Additional questions / 可直接提问的附加问题：
Metadata
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{
"plugins": {
"official-dufu2000-company-investment-research": {
"enabled": true,
"auto_update": true
}
}
}