吴军投资智慧

基于吴军投资理念，分析公司在智能时代的技术优势、数据资产和市场地位，提供科技趋势和投资建议。

Security Scan

The skill's declared purpose (investment analysis using 吴军 principles) matches its instructions and resources; it requires no credentials, binaries, or installs and does not attempt unrelated access.

Purpose & Capability

Name/description and included SKILL.md, templates, and references consistently implement an investment-analysis assistant based on 吴军's ideas. There are no requested env vars, binaries, or unrelated dependencies that would be inconsistent with the stated purpose.

Instruction Scope

Runtime instructions are self-contained: they ask for company/industry input and prescribe structured analyses (technology, data assets, market position, and recommendations). They do not instruct reading system files, environment variables, or contacting external endpoints beyond producing analysis text.

Install Mechanism

No install spec and no code files; this is an instruction-only skill so nothing is written to disk or fetched during install.

Credentials

The skill declares no required environment variables, credentials, or config paths. The data it requests (company_name, industry, tech/data/market info) is proportional to an investment analysis task.

Persistence & Privilege

always is false (no forced inclusion). disable-model-invocation is false (normal autonomous invocation allowed), which is expected for a user-invocable analysis skill and not combined with any broad credential access.

Assessment

This skill is internally consistent and requires no special permissions, but remember: (1) it provides generic investment analysis and is not a substitute for professional financial advice; verify any factual data (financials, market share, patents) against authoritative sources before acting; (2) do not paste sensitive or confidential company documents into the skill—only provide the non-sensitive fields the templates request; (3) confirm the authorship/trustworthiness of the packaged content if you need provenance (source/homepage is missing).

wu-jun-investor - 吴军投资智慧

理论来源：吴军（计算机科学家、投资人，《智能时代》《浪潮之巅》作者）

功能：基于吴军的智能时代投资理念分析科技趋势和投资机会

触发词：

• "智能时代投资"
• "科技趋势分析"
• "吴军怎么看"
• "数据驱动投资"

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核心理念

吴军投资三原则

1. 数据驱动 - 用数据和事实说话
2. 趋势优先 - 投资智能时代大趋势
3. 精英思维 - 找行业中最优秀的 1%

智能时代投资方向

方向	说明	优先级
人工智能	AI 改变所有行业	⭐⭐⭐⭐⭐
大数据	数据是新石油	⭐⭐⭐⭐⭐
云计算	基础设施	⭐⭐⭐⭐
生物科技	下一个百年机会	⭐⭐⭐⭐
新能源	能源革命	⭐⭐⭐⭐

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输入参数

{
  "company_name": "公司名称",
  "industry": "所属行业",
  "technology_advantage": "技术优势",
  "data_assets": "数据资产（可选）",
  "market_position": "市场地位",
  "pe_ratio": "市盈率（可选）"
}

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输出结构

1. 智能时代适配度

问题：

• 这家公司用 AI/大数据吗？
• 数据是资产还是负担？
• 会被 AI 颠覆还是颠覆别人？

评分：✅ 引领者 / ⚠️ 跟随者 / ❌ 被淘汰

2. 技术优势分析

维度	评估	证据
研发投入	高/中/低	研发费用占比
专利数量	多/中/少	专利数
技术壁垒	高/中/低	护城河
人才密度	高/中/低	员工素质

技术评级：领先/跟随/落后

3. 数据资产分析

问题：

• 有独家数据吗？
• 数据有网络效应吗？
• 数据能变现吗？

数据资产评级：丰富/一般/匮乏

4. 市场地位分析

指标	当前	行业平均	评估
市场份额	X%	Y%	领先/平均/落后
增长率	X%	Y%	领先/平均/落后
利润率	X%	Y%	领先/平均/落后

市场地位：龙头/一流/二流/三流

5. 投资建议

评级	条件
强烈推荐	智能时代✅ + 技术领先 + 数据丰富 + 市场龙头
推荐	大部分条件满足
观望	某项不满足
不推荐	核心条件不满足

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吴军经典语录

"智能时代，数据是新的生产资料"

"未来 20 年，AI 会改变所有行业"

"投资就是投资进步，投资未来"

"找行业中最优秀的 1%，而不是便宜的 99%"

"科技投资要看 10 年后的格局"

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版本：v1.0.0 创建时间：2026-03-16