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longbridge-buffett-moat-analyzer

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English
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Chinese

longbridge-buffett-moat-analyzer

longbridge-buffett-moat-analyzer

Prompt-only Buffett-style moat diagnostic. Given a single ticker, produces a five-dimension verdict — moat / financial health / management / valuation / long-term visibility — closed with a Buffett-voice narrative, an explicit holding-period expectation, and a mandatory data-source appendix whose final row is a one-line reconciliation summary.
Response language: detect the user's input language (Simplified Chinese / Traditional Chinese / English) and render the entire report — every section heading, label, dimension write-up, Buffett-voice narrative, user-education block, appendix row, reconciliation summary, and disclaimer — in that one language. Do not mix languages within a single output. The output template in 
references/output.md
is shown in English for reference; translate it as a whole into the user's language using the label-translation lookup in that file. The error / data-source tables inside this SKILL.md remain 3-column because they document what the skill says under each language — that 3-column form is for the skill's reference docs, not for the user-facing report.
纯Prompt驱动的巴菲特风格护城河诊断工具。给定单一股票代码（ticker），生成涵盖五大维度的诊断结论——护城河/财务健康/管理能力/估值水平/长期能见度，结尾附带巴菲特口吻的叙述文本、明确的持有期预期，以及强制添加的数据源附录，附录最后一行是勾稽校验摘要。
响应语言规则：检测用户输入语言（简体中文/繁体中文/英文），并将整个报告——所有章节标题、标签、维度说明、巴菲特口吻叙述、用户教育模块、附录行、勾稽校验摘要及免责声明——统一使用该语言呈现。单份输出中不得混合多种语言。
references/output.md
中的输出模板以英文展示仅供参考；需使用该文件中的标签对照表将模板整体翻译为用户输入语言。本SKILL.md中的错误/数据源表格保持三列格式，因为它们用于记录该工具在不同语言下的响应内容——此三列格式仅作为工具参考文档使用，不面向用户报告。

When to use

使用场景

  • "巴菲特会买茅台吗" / "巴菲特會買茅台嗎" / "would Buffett buy Moutai"
  • "帮我用巴菲特的方法诊断 700.HK" / "幫我用巴菲特的方法診斷 700.HK" / "diagnose 700.HK Buffett-style"
  • "AAPL 有护城河吗" / "AAPL 有護城河嗎" / "does AAPL have a moat"
  • "这只股票是不是好生意" / "這隻股票是不是好生意" / "is this a good business"
  • "NVDA 的护城河宽不宽" / "NVDA 的護城河寬不寬" / "how wide is NVDA's moat"
  • "我持有比亚迪 6 个月了，长期值得拿吗" / "我持有比亞迪 6 個月了，長期值得拿嗎" / "I've held BYD 6 months, worth holding long-term"
For Graham-style net-net cigar-butt analysis, use 
longbridge-graham-stock-analysis
. For pure DCF intrinsic value, use 
longbridge-dcf
. For three-statement reading, use 
longbridge-financial-report
. For comparable peers, use 
longbridge-peer-comparison
.
  • 「巴菲特会买茅台吗」 / 「巴菲特會買茅台嗎」 / 「would Buffett buy Moutai」
  • 「帮我用巴菲特的方法诊断 700.HK」 / 「幫我用巴菲特的方法診斷 700.HK」 / 「diagnose 700.HK Buffett-style」
  • 「AAPL 有护城河吗」 / 「AAPL 有護城河嗎」 / 「does AAPL have a moat」
  • 「这只股票是不是好生意」 / 「這隻股票是不是好生意」 / 「is this a good business」
  • 「NVDA 的护城河宽不宽」 / 「NVDA 的護城河寬不寬」 / 「how wide is NVDA's moat」
  • 「我持有比亚迪 6 个月了，长期值得拿吗」 / 「我持有比亞迪 6 個月了，長期值得拿嗎」 / 「I've held BYD 6 months, worth holding long-term」
若需进行格雷厄姆风格的净净烟蒂股分析，请使用
longbridge-graham-stock-analysis
。若需纯粹的DCF内在价值计算，请使用
longbridge-dcf
。若需解读三表，请使用
longbridge-financial-report
。若需同行对比，请使用
longbridge-peer-comparison
。

Cognitive frame (do not skip)

认知框架（不可跳过）

Buffett strategy is long-term ownership of high-quality businesses, not market timing. Two things every output must surface alongside the score:
  1. Holding-period expectation — Buffett's reference is "ideally forever, at minimum 3 years." If the user has a < 3-year capital horizon, warn explicitly that this framework is not the right lens.
  2. Price vs business quality — "A great business at a fair price is far better than a fair business at a great price." The valuation dimension is a margin-of-safety check on a separately-scored quality verdict; never collapse quality and price into one number.
Two failure modes the user must be able to distinguish:
  • "Great business, wait for price" → moat wide, financials clean, but valuation rich → 🟡 watchlist with a target-price band, not a buy.
  • "Cheap but no moat" → low PE/PB but moat narrow or absent → ❌ not a Buffett candidate; redirect to Graham (
    longbridge-graham-stock-analysis
    ).
巴菲特策略的核心是长期持有优质企业，而非择时交易。每份输出必须在评分之外明确展示以下两点：
  1. 持有期预期——巴菲特的参考标准是「理想情况下永久持有，至少3年」。若用户的资本周期短于3年，需明确警告该框架并不适用。
  2. 价格 vs 业务质量——*「以合理价格买入伟大企业，远胜于以低价买入普通企业。」*估值维度是对独立评分的质量结论进行安全边际校验；绝不可将质量与价格合并为单一数值。
用户必须能够区分两种失败模式：
  • 「优质企业，等待合适价格」 → 护城河宽广、财务状况良好，但估值偏高 → 🟡 加入观察名单并标注目标价格区间，而非买入。
  • 「价格低廉但无护城河」 → 市盈率/市净率较低，但护城河狭窄或不存在 → ❌ 不属于巴菲特候选标的；引导用户使用格雷厄姆工具（
    longbridge-graham-stock-analysis
    ）。

Workflow

工作流程

  1. Resolve symbol to 
    <CODE>.<MARKET>
    (e.g. 
    00700.HK
    , 
    AAPL.US
    , 
    600519.SH
    ).
  2. Sector triage:
    • Bank / insurance / brokerage → moat framework still applies but tweak financial-health dimension (use ROA, NIM, NPL, capital adequacy in place of FCF/leverage). Note this in the report.
    • Pre-revenue / heavy-loss / lifecycle-stage-zero biotech → halt: Buffett framework needs a track record; suggest the user use 
      longbridge-fundamental
      for an early-stage view instead.
    • ST / 退市风险 / listed < 3 years → emit report but tag earnings-stability and capital-allocation dimensions as "insufficient history" and pro-rate scores.
  3. Fetch raw data via Longbridge CLI first (parallel where possible). See §CLI. If 
    longbridge
    is missing, fall back to MCP (see §MCP fallback). Use WebSearch only for items genuinely outside Longbridge (industry outlook, qualitative management signals, brand surveys, regulatory news).
  4. Reconciliation gate (勾稽校验) — runs before any scoring. See §Reconciliation. Two-state outcome:
    • Pass (every check within tolerance) → proceed to scoring. A one-line summary of the result still appears at the end of the data-source appendix.
    • Fail (any check exceeds tolerance) → halt scoring, emit a halt message naming the failing check and gap, still print the data-source appendix and reconciliation summary.
  5. Five-dimension scoring — each dimension gets a 1–5 star rating with concrete evidence. See 
    references/scoring.md
    for the rubric per dimension.
  6. Holding-period mapping — derive expected minimum hold from moat width (★★★★★ → 5y+, ★★★★ → 3–5y, ★★★ → 1–3y, ★★ or below → not a Buffett candidate). See 
    references/scoring.md
    §Holding-period.
  7. Output the report defined in 
    references/output.md
    — diagnostic card → 5-dimension detail → Buffett-voice narrative → user education block → Data Source Appendix (mandatory) ending with the reconciliation summary line. Close with the disclaimer variant matching the user's input language (single-language only — see 
    references/output.md
    §Disclaimer variants).
  1. 解析股票代码为
    <CODE>.<MARKET>
    格式（例如
    00700.HK
    、
    AAPL.US
    、
    600519.SH
    ）。
  2. 行业分类筛选：
    • 银行/保险/券商 → 护城河框架仍适用，但需调整财务健康维度指标（使用ROA、净息差NIM、不良贷款率NPL、资本充足率替代自由现金流FCF/杠杆率）。需在报告中注明此调整。
    • 未盈利/重度亏损/零生命周期阶段的生物科技公司 → 终止分析：巴菲特框架需要业绩记录；建议用户使用
      longbridge-fundamental
      获取早期视角分析。
    • ST/退市风险/上市不足3年 → 生成报告，但将盈利稳定性与资本配置维度标记为「历史数据不足」并按比例调整评分。
  3. 优先通过Longbridge CLI获取原始数据（尽可能并行调用）。详见§CLI。若
    longbridge
    不可用， fallback 至MCP（详见§MCP fallback）。仅当Longbridge无法提供相关数据时，才使用WebSearch获取（例如行业前景、管理层定性信号、品牌调研、监管新闻）。
  4. 勾稽校验 gate——在任何评分之前执行。详见§勾稽校验。结果分为两种状态：
    • 通过（所有校验均在容忍范围内） → 继续评分。数据源附录末尾仍需添加一行校验结果摘要。
    • 失败（任意校验超出容忍范围） → 终止评分，输出终止信息并注明失败的校验项与差距，仍需打印数据源附录及勾稽校验摘要。
  5. 五维度评分——每个维度获得1-5星评级，并附具体证据。各维度评分标准详见
    references/scoring.md
    。
  6. 持有期映射——根据护城河宽度推导最低持有期（★★★★★ → 5年以上，★★★★ → 3-5年，★★★ → 1-3年，★★及以下 → 不属于巴菲特候选标的）。详见
    references/scoring.md
    §持有期。
  7. 输出报告——按照
    references/output.md
    定义的模板生成报告：诊断卡片 → 五维度详情 → 巴菲特口吻叙述 → 用户教育模块 → 强制添加的数据源附录，附录最后一行是勾稽校验摘要。结尾添加与用户输入语言匹配的免责声明变体（仅使用单一语言——详见
    references/output.md
    §免责声明变体）。

CLI

CLI

Run 
longbridge <subcommand> --help
to verify exact flags before each call — do not hard-code flag names without verification. Primary calls (run in parallel):
bash
undefined
每次调用前运行
longbridge <subcommand> --help
验证确切参数——不得未经验证就硬编码参数名称。主要调用命令（并行执行）：
bash
undefined

Balance sheet — leverage, equity (PB / ROE denominator), debt

资产负债表——杠杆率、权益（市净率PB/净资产收益率ROE的分母）、债务

longbridge financial-report <SYMBOL> --kind BS --report af --format json # last 5 annual (10y ideal — fetch as many as available) longbridge financial-report <SYMBOL> --kind BS --report qf --format json # last 4 quarterly
longbridge financial-report <SYMBOL> --kind BS --report af --format json # 最近5份年报（理想为10年——尽可能多获取） longbridge financial-report <SYMBOL> --kind BS --report qf --format json # 最近4份季报

Income statement — ROE, gross margin, earnings stability, EPS trend

利润表——ROE、毛利率、盈利稳定性、每股收益EPS趋势

longbridge financial-report <SYMBOL> --kind IS --report af --format json longbridge financial-report <SYMBOL> --kind IS --report qf --format json
longbridge financial-report <SYMBOL> --kind IS --report af --format json longbridge financial-report <SYMBOL> --kind IS --report qf --format json

Cash flow — FCF = OCF − Capex, capex intensity, buyback / dividend cash outflow

现金流量表——自由现金流FCF=经营现金流OCF−资本支出Capex、资本支出强度、回购/分红现金流出

longbridge financial-report <SYMBOL> --kind CF --report af --format json longbridge financial-report <SYMBOL> --kind CF --report qf --format json
longbridge financial-report <SYMBOL> --kind CF --report af --format json longbridge financial-report <SYMBOL> --kind CF --report qf --format json

Snapshot: PE, PB, market cap, dividend yield, shares outstanding

快照数据：市盈率PE、市净率PB、市值、股息率、已发行股份数

longbridge calc-index <SYMBOL> --format json longbridge quote <SYMBOL> --format json
longbridge calc-index <SYMBOL> --format json longbridge quote <SYMBOL> --format json

Long-window history for valuation-vs-history band

用于估值历史区间对比的长期窗口数据

longbridge kline <SYMBOL> --period day --count 2500 --format json # ~10 years for PE/PB percentile
longbridge kline <SYMBOL> --period day --count 2500 --format json # ~10年数据，用于计算PE/PB分位数

Dividend & buyback history (capital allocation track record)

分红与回购历史（资本配置记录）

longbridge dividend <SYMBOL> --format json longbridge corporate <SYMBOL> --format json # buyback / split / spin-off
longbridge dividend <SYMBOL> --format json longbridge corporate <SYMBOL> --format json # 回购/拆分/分拆上市

Ownership & insider activity (management alignment, capital allocation signals)

股权结构与内部人活动（管理层利益一致性、资本配置信号）

longbridge ownership <SYMBOL> --format json longbridge insresearch <SYMBOL> --format json
longbridge ownership <SYMBOL> --format json longbridge insresearch <SYMBOL> --format json

Company profile + industry classification (for moat-type hypothesis)

公司概况+行业分类（用于假设护城河类型）

longbridge basicinfo <SYMBOL> --format json longbridge company-profile <SYMBOL> --format json
longbridge basicinfo <SYMBOL> --format json longbridge company-profile <SYMBOL> --format json

Peer set for moat / margin / ROE benchmarking

用于护城河/利润率/ROE基准对比的同行组

longbridge peer-comparison <SYMBOL> --format json
undefined
longbridge peer-comparison <SYMBOL> --format json
undefined

WebSearch fallback — only for items not available from Longbridge

WebSearch fallback——仅用于Longbridge无法提供的数据

Missing dataWebSearch query pattern
Industry runway / disruption risk
"<industry> 2025 outlook"
, 
"<industry> disruption risk"
Brand / pricing-power signals
"<company> price increase 2024 2025"
, 
"<brand> brand value ranking"
Management qualitative track record
"<CEO name> capital allocation"
, 
"<CEO name> shareholder letter"
Regulatory / policy overhangs
"<sector> regulation <region> 2025"
Latest insider transactions if 
ownership
is stale
"<ticker> insider selling 2025"
Every WebSearch-sourced figure must be tagged 
[Source: WebSearch — <publisher>, <date>, <url>]
in the appendix; never silently mix it with Longbridge data.
缺失数据WebSearch 查询模板
行业发展空间/颠覆风险
"<industry> 2025 outlook"
, 
"<industry> disruption risk"
品牌/定价权信号
"<company> price increase 2024 2025"
, 
"<brand> brand value ranking"
管理层定性记录
"<CEO name> capital allocation"
, 
"<CEO name> shareholder letter"
监管/政策风险
"<sector> regulation <region> 2025"
若
ownership
数据过时，获取最新内部人交易
"<ticker> insider selling 2025"
所有来自WebSearch的数据必须在附录中标注
[来源：WebSearch — <发布方>, <日期>, <网址>]
；不得与Longbridge数据混合而不注明来源。

Reconciliation (勾稽校验)

勾稽校验（Reconciliation）

Before any scoring, verify the fetched figures are internally consistent. Reconciliation is user-visible in this skill — a one-line summary always appears as the final row of the Data Source Appendix (per the design doc's transparency requirement). If a check fails, scoring halts entirely.
CheckFormulaTolerance
IS↔BS linkNet income(t) ≈ Δ Retained earnings(BS, t) − dividends paid(CF, t)±3%
IS↔CF linkNet income + D&A + impairments + ΔWC ≈ Operating CF±5%
CF↔BS linkΔCash from CF statement = Cash(t) − Cash(t−1) on BS±1%
FCF sanityOperating CF − Capex(CF) ≈ FCF used in valuation dimensionexact (must match what you display)
BS — current assets sumCash + AR + Inventory + Other CA ≈ Total current assets±2%
BS — liabilities sumST debt + LT debt + Other liabilities ≈ Total liabilities±2%
ROE inputsNet income / Avg shareholders' equity ≈ reported ROE (if disclosed)±1pp
Market cap
calc-index
shares × current price ≈ market cap from 
quote
±2%
Period alignmentAll statements from the same fiscal period (or the lag is named)exact
Output rules for reconciliation:
  • All pass within tolerance → final appendix row uses the clean-pass variant from 
    references/output.md
    §Reconciliation summary, rendered in the user's input language only (English / 简体 / 繁體 — pick one).
  • Some residuals within tolerance but material to displayed figures → final appendix row lists each material residual on its own sub-line, e.g. 
    IS↔CF residual −2.1% (within ±5%) — affects FCF row of the valuation dimension
    .
  • Any check fails > tolerance → halt scoring; emit the halt message defined in 
    references/output.md
    and still print the appendix with the reconciliation summary describing the failure.
在任何评分之前，验证获取的数据是否内部一致。勾稽校验结果对用户可见——数据源附录的最后一行必须添加一行校验摘要（符合设计文档的透明度要求）。若校验失败，需完全终止评分。
校验项公式容忍度
利润表↔资产负债表关联净利润(t) ≈ 留存收益变动(资产负债表, t) − 已支付股息(现金流量表, t)±3%
利润表↔现金流量表关联净利润 + 折旧摊销D&A + 减值损失 + 营运资金变动ΔWC ≈ 经营现金流±5%
现金流量表↔资产负债表关联现金流量表中的现金变动 = 资产负债表中现金(t) − 现金(t−1)±1%
自由现金流合理性经营现金流 − 资本支出(现金流量表) ≈ 估值维度中使用的自由现金流完全匹配（必须与展示值一致）
资产负债表——流动资产总和现金 + 应收账款AR + 存货 + 其他流动资产 ≈ 流动资产总计±2%
资产负债表——负债总和短期债务 + 长期债务 + 其他负债 ≈ 负债总计±2%
ROE输入验证净利润 / 平均股东权益 ≈ 披露的ROE（若有）±1个百分点
市值验证
calc-index
中的股份数 × 当前股价 ≈ 
quote
中的市值		±2%
期间一致性所有报表来自同一会计期间（或注明时间差）完全一致
勾稽校验输出规则：
  • 所有校验均在容忍范围内通过 → 附录最后一行使用
    references/output.md
    §勾稽校验摘要中的通过变体，仅使用用户输入语言呈现（英文/简体中文/繁体中文——三选一）。
  • 部分偏差在容忍范围内，但对展示数据有影响 → 附录最后一行列出每个有影响的偏差，例如
    利润表↔现金流量表偏差 −2.1%（在±5%容忍范围内）——影响估值维度的自由现金流数据
    。
  • 任意校验超出容忍范围失败 → 终止评分；输出
    references/output.md
    中定义的终止信息，仍需打印附录并在勾稽校验摘要中说明失败情况。

Output

输出内容

Single-stock diagnostic with 7 fixed sections (full template in 
references/output.md
):
  1. Diagnostic summary card — star ratings on 5 dimensions, one-line verdict ("Buffett would likely buy / hold / watch / pass"), badge color (🟢🟡🟠🔴), suggested minimum holding period.
  2. Dimension 1 — Business model & moat — moat type (brand / network / cost / switching / resource), width (wide / narrow / none), pricing-power evidence, 3–5 supporting points.
  3. Dimension 2 — Financial health — ROE 10y track, FCF persistence, leverage, gross-margin trajectory, capex intensity. Each metric vs Buffett threshold with current value.
  4. Dimension 3 — Management & capital allocation — insider holding & changes, buyback/dividend history, M&A track record, alignment signals.
  5. Dimension 4 — Valuation & margin of safety — PE/PB vs 10y history percentile, PEG, simplified DCF concept value, safety-margin tier (充足 / 一般 / 偏贵 / 高估).
  6. Dimension 5 — Long-term visibility — industry ceiling, disruption risk, regulatory exposure, global runway.
  7. Buffett-voice narrative + user education block — first-person narrative in Buffett's register (concrete, plain-spoken, dryly humorous), then the mandatory user education block covering holding-period expectation, position-building rhythm, and the disclaimer variant matching the user's input language (one language only).
Followed by the Data Source Appendix (mandatory) — every figure in sections [1]–[7] traceable to a row with source, fetch time, and period; final row is the reconciliation summary line (pass / within-tolerance residual list / or failure description).
单股诊断报告包含7个固定章节（完整模板见
references/output.md
）：
  1. 诊断摘要卡片——五大维度星级评级、一行结论（「巴菲特可能会买入/持有/观察/放弃」）、徽章颜色（🟢🟡🟠🔴）、建议最低持有期。
  2. 维度1——商业模式与护城河——护城河类型（品牌/网络效应/成本/转换成本/资源）、宽度（宽/窄/无）、定价权证据、3-5个支撑点。
  3. 维度2——财务健康——10年ROE记录、自由现金流持续性、杠杆率、毛利率趋势、资本支出强度。每个指标与巴菲特阈值对比并标注当前值。
  4. 维度3——管理与资本配置——内部人持股及变动、回购/分红历史、并购记录、利益一致性信号。
  5. 维度4——估值与安全边际——PE/PB与10年历史分位数对比、PEG、简化DCF内在价值、安全边际等级（充足/一般/偏贵/高估）。
  6. 维度5——长期能见度——行业天花板、颠覆风险、监管暴露度、全球发展空间。
  7. 巴菲特口吻叙述 + 用户教育模块——以巴菲特的风格撰写第一人称叙述文本（具体直白、略带冷幽默），随后是强制用户教育模块，涵盖持有期预期、建仓节奏，以及与用户输入语言匹配的免责声明变体（仅使用单一语言）。
报告后附带强制数据源附录——章节[1]-[7]中的每个数据均可追溯至包含来源、获取时间及期间的行；最后一行是勾稽校验摘要（通过/容忍范围内偏差列表/失败说明）。

Error handling

错误处理

Situation简体回复繁體回覆English reply
command not found: longbridge
回退到 MCP；若不可用，请安装 longbridge-terminal。回退到 MCP；若不可用，請安裝 longbridge-terminal。Fall back to MCP; if unavailable install longbridge-terminal.
stderr 
not logged in
/ 
unauthorized
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.
Sector = pre-revenue / loss-making early biotech巴菲特框架需要业绩纪录；建议改用 
longbridge-fundamental
早期视角。		巴菲特框架需要業績紀錄；建議改用 
longbridge-fundamental
早期視角。		Buffett framework needs a track record; use 
longbridge-fundamental
for an early-stage view.
Reconciliation fails > tolerance明确披露失败项与差距，不输出评分；附录仍输出且勾稽汇总行注明失败。明確披露失敗項與差距，不輸出評分；附錄仍輸出且勾稽匯總行註明失敗。Disclose failing check and gap; do not emit scores; appendix still printed and reconciliation summary marks the failure.
Listed < 3 years盈利稳定性与资本配置维度按已披露年限按比例打分，并在附录注明。盈利穩定性與資本配置維度按已披露年限比例打分，並於附錄註明。Pro-rate earnings-stability and capital-allocation scores; note in appendix.
Other stderr原样透传错误，不静默重试。原樣透傳錯誤，不靜默重試。Surface stderr verbatim; never silently retry.
Industry/qualitative WebSearch returns nothing维度评分仅用财务证据，标注「定性数据缺失」。維度評分僅用財務證據，標註「定性數據缺失」。Score the dimension on financial evidence only and tag "qualitative data unavailable".
场景简体回复繁體回覆English reply
command not found: longbridge
回退到MCP；若MCP不可用，请安装longbridge-terminal。回退到MCP；若MCP不可用，請安裝longbridge-terminal。Fall back to MCP; if unavailable install longbridge-terminal.
stderr 返回
not logged in
/ 
unauthorized
请运行
longbridge auth login
。		請執行
longbridge auth login
。		Run 
longbridge auth login
.
行业为未盈利/亏损早期生物科技巴菲特框架需要业绩纪录；建议改用
longbridge-fundamental
获取早期视角分析。		巴菲特框架需要業績紀錄；建議改用
longbridge-fundamental
獲取早期視角分析。		Buffett framework needs a track record; use 
longbridge-fundamental
for an early-stage view.
勾稽校验超出容忍范围失败明确披露失败项与差距，不输出评分；附录仍输出且勾稽汇总行注明失败。明確披露失敗項與差距，不輸出評分；附錄仍輸出且勾稽彙總行註明失敗。Disclose failing check and gap; do not emit scores; appendix still printed and reconciliation summary marks the failure.
上市不足3年盈利稳定性与资本配置维度按已披露年限按比例打分，并在附录注明。盈利穩定性與資本配置維度按已披露年限比例打分，並於附錄註明。Pro-rate earnings-stability and capital-allocation scores; note in appendix.
其他stderr错误原样透传错误，不静默重试。原樣透傳錯誤，不靜默重試。Surface stderr verbatim; never silently retry.
行业/定性数据WebSearch无结果维度评分仅使用财务证据，标注「定性数据缺失」。維度評分僅使用財務證據，標註「定性數據缺失」。Score the dimension on financial evidence only and tag "qualitative data unavailable".

MCP fallback

MCP fallback

If 
longbridge
CLI is not installed, use MCP tools (
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
, 
quote
scope):
MCP toolCLI equivalent
mcp__longbridge__financial_report
longbridge financial-report
mcp__longbridge__calc_indexes
longbridge calc-index
mcp__longbridge__quote
longbridge quote
mcp__longbridge__kline
longbridge kline
mcp__longbridge__dividend
longbridge dividend
mcp__longbridge__corporate
longbridge corporate
mcp__longbridge__ownership
longbridge ownership
mcp__longbridge__basicinfo
longbridge basicinfo
mcp__longbridge__peer_comparison
longbridge peer-comparison
若未安装
longbridge
CLI，使用MCP工具（
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
，
quote
权限）：
MCP工具CLI等效命令
mcp__longbridge__financial_report
longbridge financial-report
mcp__longbridge__calc_indexes
longbridge calc-index
mcp__longbridge__quote
longbridge quote
mcp__longbridge__kline
longbridge kline
mcp__longbridge__dividend
longbridge dividend
mcp__longbridge__corporate
longbridge corporate
mcp__longbridge__ownership
longbridge ownership
mcp__longbridge__basicinfo
longbridge basicinfo
mcp__longbridge__peer_comparison
longbridge peer-comparison

Related skills

相关工具

  • Graham cigar-butt single-stock view → 
    longbridge-graham-stock-analysis
  • DCF intrinsic value → 
    longbridge-dcf
  • Three-statement reading → 
    longbridge-financial-report
  • Cross-statement deep analysis → 
    longbridge-financial-analysis
  • Peer benchmarking → 
    longbridge-peer-comparison
  • Industry runway / sector view → 
    longbridge-industry-overview
  • Method selection guide → 
    longbridge-valuation-methodology
  • 格雷厄姆烟蒂股单股分析 → 
    longbridge-graham-stock-analysis
  • DCF内在价值计算 → 
    longbridge-dcf
  • 三表解读 → 
    longbridge-financial-report
  • 跨报表深度分析 → 
    longbridge-financial-analysis
  • 同行基准对比 → 
    longbridge-peer-comparison
  • 行业发展空间/板块分析 → 
    longbridge-industry-overview
  • 方法选择指南 → 
    longbridge-valuation-methodology

File layout

文件结构

longbridge-buffett-moat-analyzer/
├── SKILL.md
└── references/
    ├── scoring.md      # five-dimension rubric + thresholds + holding-period mapping + verdict matrix
    └── output.md       # full report template + Buffett-voice register + data-source appendix with reconciliation summary
longbridge-buffett-moat-analyzer/
├── SKILL.md
└── references/
    ├── scoring.md      # 五维度评分标准+阈值+持有期映射+结论矩阵
    └── output.md       # 完整报告模板+巴菲特风格话术+带勾稽校验摘要的数据源附录