stock_first_look_skill
首次接触个股时，快速建立公司业务、市场关注点、关键指标、估值位置与主要风险的基础认知。适用于第一次研究一只股票、临时补课、候选标的初筛等场景。
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/wind-alice/alicemarket --skill stock_first_look_skill- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads stock_first_look_skill automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Stock First Look Skill
数据依赖与执行前置条件
推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill；若没有，提示用户安装：
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
技能定位
本技能用于在尽可能短的时间内，帮助使用者对一只陌生股票建立“够用且可讨论”的第一层认知。输出重点不是全面尽调，而是先回答五个问题：公司做什么、为什么值得看、市场在争论什么、当前大致贵不贵、继续研究前该先补哪几块信息。
执行流程
Step 1：确认分析对象与研究上下文
先确认股票名称、代码、上市地与所属行业，并识别用户此时的真实目的：
- 是第一次接触，想快速建立基础认知
- 还是已有关注，只想判断是否值得深入
- 是用于自用判断，还是用于向团队口头汇报
若用户没有给出明确目标，默认按“第一次研究一只股票并判断是否值得继续跟进”的场景展开。
Step 2：提炼公司最核心的基础事实
先把最基础且最必要的信息压缩成短摘要，重点包括：
- 公司主要卖什么产品或服务
- 主要客户是谁
- 主要收入和利润来自哪些业务模块
- 所处产业链位置与行业属性
- 近阶段最重要的经营或市场变化
这一阶段不追求完整历史沿革，只保留理解当前股票所需的最小信息集合。
Step 3：建立“为什么现在值得看”的判断框架
围绕当前时点提炼这只股票的关注理由，常见来源包括：
- 财报、公告、政策、产品、订单、资本运作等事件催化
- 行业景气、主题热度、板块轮动带来的关注提升
- 业绩、估值、市场预期之间出现明显预期差
- 股价位置、交易活跃度或市场讨论度突然变化
若没有明显催化，也要明确说明“目前没有强催化，主要属于观察名单而非优先研究对象”。
Step 4：提炼关键经营变量与基础财务快照
从业务模式出发，抓 3-5 个最重要的经营变量，并用有限的关键指标说明公司当前状态。优先关注：
- 收入、利润、利润率、现金流等基础质量
- 增长速度与增长结构
- 业务分部或核心产品线表现
- 对估值和股价最敏感的单一变量
若部分数据缺失，需明确标注，不用模糊描述替代。
Step 5：给出估值位置与市场分歧的初步判断
结合当前估值水平、历史区间、行业对比和市场情绪，判断公司大致处于：
- 明显被低估、合理定价或偏高定价
- 市场预期保守、均衡或过热
- 估值弹性主要来自业绩兑现、逻辑重估还是情绪扩散
同时简要列出最重要的看多与看空变量，帮助使用者避免一上来就陷入单边叙事。
Step 6：形成“是否继续研究”的落地建议
在基础认知之上，明确回答三个问题：
- 这只股票现阶段值不值得继续看
- 若继续研究，下一步最该补哪几个问题
- 若暂时不继续，原因究竟是信息不足、逻辑不清，还是赔率不佳
最终输出只呈现成稿，不展示中间检索路径或内部草稿。
输出结构
{股票名称}初识个股（{YYYY-MM-DD}）
一、30 秒结论
- 这家公司做什么：{一句话}
- 现在为什么值得看：{一句话}
- 当前最大争议：{一句话}
- 是否建议继续研究：{继续 / 暂缓 / 仅观察}
二、公司基础认知
| 维度 | 内容 |
|---|---|
| 主营业务 | {一句话概述} |
| 主要客户/市场 | {一句话概述} |
| 产业链位置 | {一句话概述} |
| 核心赚钱方式 | {一句话概述} |
三、当前最重要的 3 个关注点
- 关注点 1：{内容}
- 关注点 2：{内容}
- 关注点 3：{内容}
四、关键经营与财务快照
| 指标 | 当前情况 | 解读 |
|---|---|---|
| {指标1} | {数值或描述} | {说明} |
| {指标2} | {数值或描述} | {说明} |
| {指标3} | {数值或描述} | {说明} |
五、估值与预期差判断
- 估值位置：{偏低 / 合理 / 偏高 + 简述}
- 市场预期：{保守 / 中性 / 偏热 + 简述}
- 可能的重估触发：{事件或变量}
六、多空要点
看多逻辑
- {要点 1}
- {要点 2}
看空逻辑
- {要点 1}
- {要点 2}
七、下一步研究清单
- {最该补的研究问题 1}
- {最该补的研究问题 2}
- {最该补的研究问题 3}
质量要求
- 输出应优先回答“现在是否值得继续看”，而不是堆砌背景资料。
- 基础事实要准确、简洁，避免把公司介绍写成招股书摘要。
- 多空要点必须同时呈现，不能只写单边故事。
- 估值判断应带条件语气，不把初筛结论伪装成深度结论。
- 若信息不足，应明确指出信息缺口，而不是用泛泛判断填补。
FAQ
What does the stock_first_look_skill skill do?
首次接触个股时，快速建立公司业务、市场关注点、关键指标、估值位置与主要风险的基础认知。适用于第一次研究一只股票、临时补课、候选标的初筛等场景。
How do I install stock_first_look_skill?
Run npx skills add https://github.com/wind-alice/alicemarket --skill stock_first_look_skill in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/stock_first_look_skill/ (personal) or .claude/skills/stock_first_look_skill/ (project).
Which AI agents can use stock_first_look_skill?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is stock_first_look_skill safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains stock_first_look_skill?
It is published by wind-alice in wind-alice/alicemarket. It has 250 recorded installs.
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