serenity-skill
为主题/产业链研究提供系统化的方法论，适合做源证据驱动的投研流程。
方法论非投资建议，基于数据的结论需谨慎验证并自行承担投资风险。
把投资代理变成供应链瓶颈识别器，沿产业链找稀缺层并用证据验证。
把投研变成沿产业链找“卡点”的方法：从市场叙事出发画价值链，定位稀缺或受限的那一环并用硬证据去验证。适合做深度调研、主题/板块筛选（A股/HK/US）和 thesis stress test，输出白话推理、优先级排序和证据链。结果会列出关键风险与后续验证步骤，帮你把有限精力放在最值得跟进的点上（不做交易执行）。
▸ 展开 SKILL.md 英文原文
Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.
帮我安装这个 skill：https://raw.githubusercontent.com/muxuuu/serenity-skill/main/SKILL.mdcurl -fsSL "https://raw.githubusercontent.com/muxuuu/serenity-skill/main/SKILL.md"# Serenity.skill Turn your investment agent into a supply-chain bottleneck hunter. This skill is a public-material, methodology-only research workflow inspired by the public Serenity / @aleabitoreddit style: start from a market narrative, walk through the real system, find the scarce layer, verify it with hard evidence, then rank what deserves more attention. It is an independent public-methodology project. Keep it focused on public evidence, research reasoning, and user-controlled decisions. ## Core promise Given an investment theme and market, run a source-backed supply-chain research workflow and return a clear, plain-language answer: `market story -> system change -> required parts