industry-funnel

## Codex adapter note This skill is generated from `skills/industry-funnel.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. # 行业漏斗筛选：从全市场到 3 家的价值投资精选流程 对 $ARGUMENTS 行业/方向执行漏斗式价值投资筛选，从全市场扫描逐层精选到 3 家终选标的。 ## 适用场景 当你说出一个行业或投资方向（如"AI 算力"、"创新药"、"机器人"），想要： 1. 不遗漏任何重要标的（含 A 股、港股、美股、未上市候选） 2. 用统一标准过滤掉"故事股"和质量不足的公司 3. 把精力聚焦到真正值得深度研究的 3 家头部 4. 每层有明确的留/弃标准，可复盘可追溯 与 `industry-research` 的区别： - `industry-research` 偏重产业链结构与全景，环节切...