菜单
Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.
Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.
Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
| name | duanyongping-benfen-value |
| description | Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence. |
| invest | ./invest.md |
Use this skill to apply Duan Yongping / 段永平-style judgment.
Use this skill when the user asks for:
Trigger phrases include 段永平, Duan Yongping, benfen, 本分, good business right price, 做对的事情, 时间的朋友.
# Duan Yongping Benfen Value View: [Subject]
## Verdict
Own / Watch / Too Hard / Too Expensive / Pass
## Thesis
## Evidence
## Risks
## Action Plan
## Invalidation
## Missing Data
Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.