dakaimen-investing「大开门」投资方法论——基于产业周期和预期浪的选股框架。用于：(1)识别预期浪早期的高弹性标的，(2)判断四种经典获利模式（上游卡位/候补转正/补涨绑定/并购切入），(3)用业绩验证时间窗跟踪逻辑证实/证伪，(4)持仓纪律与退出机制。触发词：大开门、预期浪、景气投资、唯一性公司、期权式投资、上游卡位、补涨绑定、并...
Install via ClawdBot CLI:
clawdbot install pcchris1995/dakaimen-investingGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Generated Oct 7, 2026
投资者或研究员使用「大开门」六维筛选器，在光通信、PCB等大陆主导的AI算力基建板块中，寻找处于预期浪早期、具备唯一性卡位、未来2-3个季度有业绩验证拐点的候选标的。重点过滤掉涨幅已超10倍或龙头见顶的品种。
针对具体上市公司，按四大经典获利模式（上游卡位/候补转正/补涨绑定/并购切入）和六大选股标准逐项打分，判断其是否属于“预期浪+业绩浪交汇点”的精做首选，并给出符合或不符合的明确结论与理由。
对已持有的标的，检查涨幅是否已达10倍、市值与季度利润是否严重背离、远期预期差是否被充分定价、龙头业绩是否环比见顶等退出信号，辅助投资者执行逻辑买卖纪律，避免逻辑证伪后死扛。
围绕“一季度法则”，在产业大拐点初期锁定标的，设定未来2-3个季度的业绩跟踪时间窗，按季验证单季利润是否出现扭亏、亏损收窄或环比大增，以此证实或证伪此前的远期爆发逻辑。
寻找大公司并购小而强技术资产的案例（如东山精密/索尔思模式），评估其“预期浪+业绩浪交汇点”属性，判断整合资源后产能扩张与利润释放的路径是否清晰可量化，作为组合中的精做首选。
以东山精密/索尔思为代表，大公司通过并购切入超级景气赛道，整合资源与资金推动产能快速扩张，预期从模糊走向清晰，同时满足业绩验证时间窗和行业生命周期早期条件，是框架内优先级最高的模式。
以罗博特科、麦格米特、寒武纪为代表，公司通过并购获取全球唯一技术或作为核心零部件候补供应商在产业爆发中拿份额，逻辑清晰但订单不完整、份额未定，属于纯预期浪，风险等级较高。
以剑桥科技、天齐锂业、中远海控为代表，龙头涨完后小公司绑定大客户一供实现补涨，或行业供需错配引发产品价格暴涨，逻辑空间受龙头见顶或周期价格约束。
💬 Integration Tip
建议与prosperity-investing（景气投资）框架组合使用：先用本框架判断是否处于预期浪早期与退出时机，再用光通信、上游材料等垂直框架验证逻辑硬度与远期空间量化。
Scored Oct 7, 2026
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