thesis-drift

## Codex adapter note This skill is generated from `skills/thesis-drift.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. # 投资论文漂移检测：分清事实变化与措辞变化 对 $ARGUMENTS 执行投资论文漂移检测。 **支持输入格式**： - `公司名 旧报告路径 新报告路径` — 指定两份研究报告或论文快照进行对比 - `公司名 reports/{公司名}-thesis-旧日期.md reports/{公司名}-thesis-新日期.md` — 对比两份带日期的论文快照 - `公司名` — 自动查找 `reports/{公司名}-thesis.md` 及同目录历史快照；如果没有基线则转入缺失基线处理 > "当事实改变时，我就改变想法。你呢？" —— 凯恩斯 > > "股价波动不是论文漂移，事实变了才是。"...