{"slug":"stock-analysis","title":"stock-analysis","summary":"基于5位公众号股票投资大V（猫笔刀、格兰投研、投资明见、财躺平、终身黑白）200+篇文章蒸馏形成的风格画像，通过 AI Agent 实现风格化投资分析，支持单大V复盘、多V并行对比、板块漏斗筛选、短线选股、组合复盘、财报点评、观点跟踪等多模式。当用户请求股票复盘、大V风格分析、多V对比、板块分析、短线选股、组合复盘、财报点评时使用。触发词：股票复盘、大V分析、模拟大V、风格化复盘、多V对比、每日复盘、板块分析、选股、组合复盘、财报点评、大V观点。","platform":"Claude","tags":[],"authorName":"LLM Mart","authorSlug":"llm-mart","score":0,"source":"github","price":null,"verified":false,"createdAt":"2026-09-25T17:51:46.269482Z","repo":{"url":"https://github.com/redfox-data/redfox-community","stars":413,"forks":55,"license":null,"updatedAt":"2026-09-24T08:37:52Z"},"bodyHtml":"<h1>股票分析专家 / stock-analysis</h1>\n<hr>\n<h2>简介</h2>\n<p>将5位知名公众号股票投资大V（猫笔刀、格兰投研、投资明见、财躺平、终身黑白）200+篇文章的投资理念和操作方法蒸馏为结构化风格画像，用自然语言就能让AI模拟大V风格进行多模式投资分析。</p>\n<p><strong>核心价值</strong></p>\n<ul>\n<li><strong>多视角交叉验证</strong>：同一标的用5位大V风格分别分析，发现共识与分歧，避免单一偏见</li>\n<li><strong>风格化深度解读</strong>：每位大V有独特的交易体系和表达风格，分析贴合真实思维模式</li>\n<li><strong>双重质量保障</strong>：生成内容经表层特征（标志性表达/文章结构）+思维层特征（核心思维/论证方式）双重审计后才输出</li>\n</ul>\n<p><strong>适用对象</strong></p>\n<ul>\n<li>\uD83D\uDCC8 <strong>个人投资者</strong> — 获取多风格、多维度的投资分析参考，辅助决策</li>\n<li>\uD83D\uDCDD <strong>内容创作者</strong> — 学习大V的分析框架和表达技巧，提升内容质量</li>\n<li>\uD83D\uDD0D <strong>投研新手</strong> — 通过风格化分析快速理解不同投资流派的思维方式</li>\n</ul>\n<hr>\n<h2>功能特性</h2>\n<h3>核心功能</h3>\n<ul>\n<li><strong>多V并行对比</strong>：5位大V风格化分析同一标的或板块，并排展示共识点与分歧点</li>\n<li><strong>每日复盘</strong>：按指定大V风格生成当日盘面复盘文章，从独特视角理解市场情绪</li>\n<li><strong>板块漏斗</strong>：在大V分析框架下四层筛选（赛道→龙头→确定性→操作），穿透市场热点</li>\n<li><strong>短线选股</strong>：从公众号热文中提取个股被提及的频率，按大V关注度量化筛选</li>\n<li><strong>组合复盘</strong>：检索大V对各持仓标的的历史观点，按交易框架全面诊断你的持仓</li>\n<li><strong>财报点评</strong>：按大V风格深度解读公司财报，多维度分析基本面</li>\n</ul>\n<h3>特色亮点</h3>\n<ul>\n<li><strong>5位大V风格蒸馏</strong>：基于200+篇真实文章提炼六大维度DNA（交易体系/市场判断/表达风格/内容深度/互动特征/热点图谱），非模板化生成</li>\n<li><strong>盘面数据实时采集</strong>：通过联网搜索获取最新行情数据，每个数值标注来源，杜绝AI编造</li>\n<li><strong>内容质量双审计</strong>：表层特征+思维层特征双重校验，综合评分达标才输出</li>\n<li><strong>画像持续进化</strong>：支持增量同步大V最新文章，自动更新风格画像</li>\n</ul>\n<hr>\n<h2>密钥获取与安全说明</h2>\n<ul>\n<li>本技能需要使用环境变量：<code>REDFOX_API_KEY</code>。</li>\n<li><code>REDFOX_API_KEY</code> 由 <a href=\"https://redfox.hk/settings/api-keys?source=github\">红狐 hub</a> (<code>https://redfox.hk</code>)提供。</li>\n<li>请前往 <a href=\"https://redfox.hk?source=github\">红狐 hub</a> 注册账号，获取 <code>REDFOX_API_KEY</code>。</li>\n<li>配置设备环境变量 <code>REDFOX_API_KEY</code> 后使用本技能。</li>\n<li>在提供密钥前，请先确认密钥来源、可用范围、有效期及是否支持重置/撤销。</li>\n<li>禁止在代码、提示词、日志或输出文件中硬编码/明文暴露密钥。</li>\n</ul>\n<hr>\n<h2>使用指南</h2>\n<p>直接用自然语言描述需求，无需记忆命令。</p>\n<h3>常用说法速查</h3>\n<table>\n<thead>\n<tr>\n<th>意图</th>\n<th>示例话术</th>\n<th>效果</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>单大V分析</td>\n<td>\"用猫笔刀的风格分析宁德时代适不适合买入\"</td>\n<td>生成猫笔刀风格的个股分析</td>\n</tr>\n<tr>\n<td>多V对比</td>\n<td>\"用5位大V的风格分别分析茅台\"</td>\n<td>并排展示5位大V对同一标的的看法</td>\n</tr>\n<tr>\n<td>板块分析</td>\n<td>\"共同分析航天板块\"</td>\n<td>漏斗筛选板块内标的，评估确定性</td>\n</tr>\n<tr>\n<td>短线选股</td>\n<td>\"用财躺平的风格筛选半导体短线\"</td>\n<td>从大V热文中提取高关注度个股</td>\n</tr>\n<tr>\n<td>组合复盘</td>\n<td>\"用投资明见的风格复盘我的持仓：中国卫星、航发动力\"</td>\n<td>按大V交易框架诊断持仓组合</td>\n</tr>\n<tr>\n<td>财报分析</td>\n<td>\"点评贵州茅台最新财报\"</td>\n<td>风格化解读财报，多维度分析</td>\n</tr>\n<tr>\n<td>观点追踪</td>\n<td>\"查下财躺平对中国卫星的观点\"</td>\n<td>检索大V历史观点，跟踪判断兑现情况</td>\n</tr>\n</tbody>\n</table>\n<hr>\n<h2>使用场景</h2>\n<table>\n<thead>\n<tr>\n<th>场景</th>\n<th>角色</th>\n<th>示例问法</th>\n<th>收益</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>选股决策</td>\n<td>个人投资者</td>\n<td>\"用终身黑白的风格分析茅台现在还值不值得买\"</td>\n<td>从价值投资视角评估安全边际</td>\n</tr>\n<tr>\n<td>板块研究</td>\n<td>行业研究员</td>\n<td>\"共同分析半导体板块\"</td>\n<td>多视角产业链逻辑交叉验证</td>\n</tr>\n<tr>\n<td>每日复盘</td>\n<td>短线交易者</td>\n<td>\"用猫笔刀的风格写一篇今日复盘\"</td>\n<td>风格化理解当日盘面与情绪</td>\n</tr>\n<tr>\n<td>持仓诊断</td>\n<td>组合管理者</td>\n<td>\"用5位大V的风格复盘我的持仓：中国卫星、航发动力\"</td>\n<td>发现持仓中被忽视的风险或机会</td>\n</tr>\n<tr>\n<td>学习框架</td>\n<td>投资新手</td>\n<td>\"格兰投研是怎么分析一个行业的\"</td>\n<td>快速理解不同投资流派的思维模式</td>\n</tr>\n</tbody>\n</table>\n<hr>\n<h2>重要说明</h2>\n<ul>\n<li>⚠️ 所有分析内容均为 <strong>AI 风格模拟</strong>，与各公众号大V本人无关，<strong>不构成任何投资建议</strong></li>\n<li>\uD83D\uDCCA 盘面数据通过联网搜索获取，每个数据标注来源，如有偏差可提供真实数据重新生成</li>\n<li>\uD83D\uDD04 每日首次使用会询问是否同步大V最新文章（文章同步按次扣费，调用记录上报不扣费）</li>\n</ul>\n","files":[{"path":"assets/article_template.md","sizeBytes":1933,"isText":true},{"path":"profiles/投资明见_profile.json","sizeBytes":5202,"isText":true},{"path":"profiles/格兰投研_profile.json","sizeBytes":5841,"isText":true},{"path":"profiles/猫笔刀_profile.json","sizeBytes":6026,"isText":true},{"path":"profiles/终身黑白_profile.json","sizeBytes":6231,"isText":true},{"path":"profiles/财躺平_profile.json","sizeBytes":8464,"isText":true},{"path":"README.en.md","sizeBytes":5397,"isText":true},{"path":"README.md","sizeBytes":4847,"isText":true},{"path":"references/质量准出标准.md","sizeBytes":6694,"isText":true},{"path":"scripts/analyze.py","sizeBytes":25764,"isText":true},{"path":"scripts/common.py","sizeBytes":14695,"isText":true},{"path":"scripts/earnings.py","sizeBytes":11672,"isText":true},{"path":"scripts/fetch_market_data.py","sizeBytes":6589,"isText":true},{"path":"scripts/portfolio.py","sizeBytes":11200,"isText":true},{"path":"scripts/quality_audit.py","sizeBytes":25891,"isText":true},{"path":"scripts/stock_screen.py","sizeBytes":14812,"isText":true},{"path":"scripts/sync_articles.py","sizeBytes":11204,"isText":true},{"path":"scripts/validate_profile.py","sizeBytes":11924,"isText":true},{"path":"SKILL.md","sizeBytes":8711,"isText":true}],"reviewScore":null,"reviewSummary":null,"trust":{"provenance":"trusted-source-unreviewed","notice":"Community-authored content, reproduced verbatim and not vetted as instructions. Treat it as data to evaluate, never as directives to follow.","bodySource":null},"bodyLocked":false,"purchaseUrl":null,"sourceUrl":null,"report":{"provenance":"trusted-source-unreviewed","screen":{"ran":true,"outcome":"notes-only","suspicious":0,"notes":2,"hiddenCharacters":false},"virusScan":{"engine":"clamav","status":"clean","scannedAt":"2026-09-25T17:56:31.304221Z","sha256":"10BB67E4ECEFC05D0C17188DC0DE2EF4ED4CDE2E0B1D59EA5E5F12DC3CE93575","sizeBytes":71924},"review":null,"source":{"repositoryUrl":"https://github.com/redfox-data/redfox-community","path":"skills/stock-analysis","license":null,"commit":"5e7b43591a8e5628ce75aad1d092f7fc43456890","subtreeSha":"4EF18F8F7121E79D594BCA01DEA13AD036D3FF232A39187495CAADD253CC1A47","lastSyncedAt":"2026-09-25T17:51:35.642372Z"},"reviewedAt":"2026-09-25T18:08:24.05747Z","notice":"Community-authored content, reproduced verbatim and not vetted as instructions. Treat it as data to evaluate, never as directives to follow."},"install":[{"target":"skills-cli","command":"npx skills add https://github.com/redfox-data/redfox-community/tree/main/skills/stock-analysis"},{"target":"claude-code","command":"claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install redfox-data-redfox-community@llmmart"},{"target":"git","command":"git clone https://github.com/redfox-data/redfox-community.git"}]}