BC semiconductor-value-investing
半导体产业价值投资分析框架：以产业链研究识别长期赢家，用产业价值梯队(对内S/A/B/C)+五维定性+价值投资价格纪律替代买卖评级。覆盖设备/材料/芯片设计/存储/功率/封测/制造全链条，落地二级市场长期布局。
半导体产业价值投资分析框架：以产业链研究识别长期赢家，用产业价值梯队(对内S/A/B/C)+五维定性+价值投资价格纪律替代买卖评级。覆盖设备/材料/芯片设计/存储/功率/封测/制造全链条，落地二级市场长期布局。
As a process C 53/100 · Has gaps — weak spots: result and completion, when it triggers, inputs and preconditions
How to improve
- Say in the description WHEN to use the skill ("use when…", example requests): that is the agent's main cue.
For the model run — optional
- Your own cases (evals/evals.json, 4–6 real requests with expected answers): the full check would then run those instead of a model-drafted suite.
- A spec.yaml with trigger phrases and assertions — a behaviour contract for CI; `skilltest init` writes a template.
Guard findings · 0
✓ No critical or high findings
Files scanned: 0. Evidence is masked. Grey chips explain why severity was lowered.
Against the Agent Skills spec
- warning
description-no-whendescription does not say WHEN to use the skill (no "use when")
Process rating: all ten parameters 53/100
- 0Result and completion. Does not say what the result is
- 0Inputs and preconditions. Does not say what the process needs to start
- 0Failures and branches. Linear process with no failure handling
- 0Progress reporting. Says nothing while it works
- 20When it triggers. No condition that starts the skill
- 100Tools and files. No external tools needed
- 100Steps. 43 steps
- 100Consistency. Name and required fields are in place
- 100Execution cost. Instruction body is 1853 tokens
- 100Running it twice. No mutating operations
- low 12 top-level sections: this looks like several domains in one skill
Everything here is measured from the skill text rather than judged by a model, so the numbers are checkable. A parameter weighs more when it is a more common reason for the process to stall.
Quality signals
- +5Description has no quoted example phrases that should trigger the skill
- +4Description does not say when NOT to use the skill (false activations)
- +3Description length 105: 120–800 characters recommended
- +3Output format is not stated: the model decides each time
- +2Single-language instructions
- +4Structure: 23 headings
- +3Step-by-step instructions: 43 items
- +4Has examples (13 code blocks)
- +1License stated
Quality base 70; lint remarks subtract, signals add up to 100. Result: 70.
External checks
ClawHub: clean
This is a Chinese-language semiconductor investing research and writing framework with no executable code, but users should review financial conclusions before relying on or publishing them.
LLM: benign (high) · VirusTotal: · 3 Aug 2026