feat: Add evaluation hooks, skill adaptation and team pipeline config
- Add EvaluationHook for post-execution agent evaluation - Add SkillAdaptationHook for dynamic skill adaptation - Add team/ directory with team coordination logic - Add TEAM_PIPELINE.yaml for smoke_fullstack pipeline config - Update RuntimeView, TraderView and RuntimeSettingsPanel UI - Add runtimeApi and websocket services - Add runtime_state.json to smoke_fullstack state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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# Memory
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---
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summary: 长期积累的投资智慧与教训
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read_when:
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- 每周复盘时
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- 面临新分析任务时
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- 需要从历史中汲取经验时
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---
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Store durable lessons, heuristics, and reminders for this agent.
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# MEMORY
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## 投资哲学
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- 价值投资的本质:买的是公司,不是股票
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- 护城河比增长更重要
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- 最好的投资往往是在无人问津时
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- 等待是价值投资的核心技能
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## 分析框架
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**财务健康检查清单**:
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1. 盈利能力:ROE > 15%,毛利率稳定
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2. 现金流:经营现金流 > 净利润
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3. 负债率:有息负债率 < 50%(行业不同有差异)
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4. 增长质量:内生增长 > 收购增长
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**估值原则**:
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- PE 越低越好?不,要看ROE
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- DCF 是艺术,不是科学
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- 相对估值是锚,不是终点
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- 永远留安全边际
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**常见陷阱**:
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- 一次性收益美化利润
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- 应收款增长快于营收
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- 存货积压不处理
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- 商誉占比过高
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## 教训记录
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(待填充 — 每次分析后添加关键教训)
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