From equity-research
Generates long/short stock investment ideas via quantitative screening (value, growth, quality, shorts, special situations) and thematic scans. Use when seeking new ideas, running screens, or theme research.
How this skill is triggered — by the user, by Claude, or both
Slash command
/equity-research:idea-generationThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
描述:系统性股票筛选和投资创意寻源。结合定量筛选、主题研究和模式识别,以发现新的多头和空头创意。寻找新创意、运行筛选或进行主题扫描时使用。触发条件:"创意生成"、"股票筛选"、"寻找创意"、"什么看起来有趣"、"筛选"、"新创意"或"给我推荐什么"。
描述:系统性股票筛选和投资创意寻源。结合定量筛选、主题研究和模式识别,以发现新的多头和空头创意。寻找新创意、运行筛选或进行主题扫描时使用。触发条件:"创意生成"、"股票筛选"、"寻找创意"、"什么看起来有趣"、"筛选"、"新创意"或"给我推荐什么"。
向用户要求参数:
根据风格运行筛选:
价值筛选
增长筛选
质量筛选
空头筛选
特殊情况筛选
对于主题创意,研究主题并识别受益者:
对于通过筛选的每个创意,展示:
[公司名称] — [多头/空头] — [一句论文]
| 指标 | 价值 | vs 同行 |
|---|---|---|
| 市值 | ||
| EV/EBITDA (NTM) | ||
| P/E (NTM) | ||
| 收入增长 | ||
| EBITDA 利润率 | ||
| 自由现金流收益率 |
论文(3-5 条要点):
关键风险:
建议的后续步骤:
npx claudepluginhub yuping322/financial-services-plugins-new --plugin equity-researchSystematic stock screening and investment idea sourcing using quantitative screens, thematic research, and pattern recognition. Use when looking for new long/short ideas.
Generates A-share stock picks and long/short opportunities via quantitative value/growth/quality screens, fund flows, dragon-tiger lists, and market microstructure data. Triggers on '选股','筛选','推荐股票' requests.
Generates novel research ideas in finance and real estate using structured heuristics, user constraints, and internal filtering to output a curated, ranked Idea Menu of top survivors.