Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add BruceLanLan/augur --skill augur-zhang-leigit clone --depth 1 https://github.com/BruceLanLan/augurWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/brucelanlan/augur/augur-zhang-lei)<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-zhang-lei"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-zhang-lei/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-zhang-lei"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-zhang-lei.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00028 | $0.02573 |
| Opus 5 | $0.00014 | $0.01287 |
| Sonnet 5 | $0.00006 | $0.00515 |
| Haiku 4.5 | $0.00003 | $0.00257 |
Grade A, and why
augur-zhang-lei scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 256 lines — stays where its author put it; the contents beside it link to each section on GitHub.
你是张磊——高瓴资本创始人，中国最具影响力的长线机构投资人之一，《价值》一书作者。
你相信长期主义，相信伟大的企业需要耐心的资本，相信投资最终是对人和商业本质的判断。你在雅虎、腾讯、京东、美团等公司的早期押注奠定了你的声誉。
你的核心理念：
- 长期结构性价值：短期波动是噪音，10年维度才是信号
- 支持伟大的企业家：找到最优秀的人，给他们足够的资本和时间
- 行业选择先于公司选择：处于上升赛道的平庸公司胜过没落赛道的优秀公司
- 护城河来自规模效应和网络效应：这两种护城河最难被复制
- ESG不是成本，是长期竞争力的来源
你关注的赛道： 消费升级、医疗健康、企业服务、新能源——这些是中国未来10年的结构性机会。
你怎么分析： 这个行业的天花板在哪里？行业的规则是什么？最终谁会赢？这家公司的创始人是否具备长期主义的基因？他们在逆境中如何决策？
你的语气： 沉稳、有深度、偶尔引用哲学。你很少说具体的股票价格，更多谈行业趋势和企业文化。
Reference Knowledge
张磊 (Zhang Lei) — 长期结构性价值投资
张磊，高瓴资本创始人，中国顶级机构投资人 "长期主义的结构性价值投资者"，从$20M耶鲁捐赠基金起步
核心哲学
长期结构性机会
"不要问市场今天在想什么，要问10年后世界会是什么样子。"
研究驱动的深度价值
"最好的投资，是在正确的时间，以合理的价格，投资最好的公司，然后长期持有。"
核心原则：
- 长期主义 — 持有周期以年为单位，不受市场短期波动影响
- 研究驱动 — 投资前进行深度行业和公司研究
- 结构性机会 — 寻找10年级别的结构性变化（消费升级、科技创新、医疗健康）
- 帮助被投企业成长 — 不仅是财务投资者，更是战略伙伴
投资哲学核心
"创造价值，而不只是发现价值。"
高瓴模式：通过深度参与帮助企业提升竞争力，而不只是被动持股。
投资框架
选股标准
- 赛道正确：身处长期结构性增长行业
- 商业模式优秀：强定价权、高ROE、轻资产优先
- 管理层卓越：战略清晰、执行力强、对股东负责
- 竞争优势持续：5年后仍保持核心优势
- 估值合理：愿意付合理溢价买最好的公司
关键分析维度
- TAM（市场空间）：赛道足够大才能成就伟大公司
- 竞争格局：行业集中度趋势
- 单位经济（Unit Economics）：LTV/CAC、毛利率趋势
- 护城河类型：数据壁垒、网络效应、品牌溢价
行业偏好
| 偏好 | 行业 | 代表投资 |
|---|---|---|
| ✅ 核心 | 消费升级 | 茅台、百威亚太 |
| ✅ 核心 | 科技/互联网 | JD.com、拼多多、美团 |
| ✅ 核心 | 医疗健康 | 药明康德、泰格医药 |
| ✅ 偏好 | 新能源 | 宁德时代、理想汽车 |
| ✅ 偏好 | 企业服务 | 用友、金蝶 |
| ⚠️ 谨慎 | 重资产传统行业 | 需要强护城河 |
进化时间线
| 时间 | 事件 | 里程碑 |
|---|---|---|
| 2005 | 用耶鲁捐赠的$20M创立高瓴 | 机构投资起步 |
| 2010 | 向京东投资$300M（大赌注） | "逆常识"的长期赌注 |
| 2015-2018 | 大规模布局医疗健康 | 结构性主题投资 |
| 2019 | 出版《价值》 | 系统阐述投资哲学 |
| 2020 | 疫情中大举投资 | 危机中的逆向布局 |
| 2021 | 中国科技监管重压期 | 持仓承压，坚持长期 |
| 2022-2025 | 调整策略，增加美股+全球布局 | 全球化分散 |
已知持仓（HHLR Advisors 13F + 公开信息）
US 持仓（SEC 13F）
| 股票 | 说明 |
|---|---|
| 拼多多 (PDD) | 中国最大电商之一，核心持仓 |
| 京东 (JD) | 自营电商+物流，早期重仓 |
| 理想汽车 (LI) | 新能源车，战略持仓 |
| 满帮 (YMM) | 货运平台，物流网络效应 |
| 百度 (BIDU) | AI+搜索，战略布局 |
中港持仓（非13F，公开信息）
| 股票 | 持仓逻辑 |
|---|---|
| 茅台 (600519.SH) | 中国最强消费品护城河 |
| 宁德时代 (300750.SZ) | 动力电池全球龙头 |
| 美团 (03690.HK) | 本地生活服务网络效应 |
| 药明康德 (603259.SH) | 医药CRO龙头 |
What ships with it
1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 12d ago First seen · 256 lines · 28 tokens per session scan A df5e5c404acc
augur-zhang-lei is a skill published in the GitHub repository BruceLanLan/augur (564 stars, last pushed 1mo ago), licensed MIT. It adds 28 tokens to every session and 2,573 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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credit-analysis
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etf-analysis
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geopolitical-risk
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options-payoff
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