Bigdata Sector Playbook
作者 Bigdata-com2a52a0013662无许可证2 个星标收录于 2026年10月8日更新于 2026年10月8日仓库昨天更新
Build an actionable investment playbook for a sector using Bigdata.com data and sector-specific frameworks — the KPIs that actually matter in that sector, how to value companies in it and why, the live debates and where consensus sits on each, valuation context against the sector's own history, a sub-industry map with cycle position, screening criteria and sector-specific red flags, and an actionable setup of what to own, avoid, and watch. More operational than a sector analysis: it teaches how to invest the sector, not just how it is doing. Triggers: "sector playbook for X", "how do I analyze X companies", "what KPIs matter in X", "how to value X sector companies", "investing framework for X sector", "X sector cheat sheet".
仅公开文件列表。将技能安装到工作区后即可查看文件内容。
| 路径 | 大小 | 类型 |
|---|---|---|
| agents/openai.yaml | 335 B | application/yaml |
| assets/bigdata-icon-black.svg | 3.2 KB | text/plain |
| assets/report-template.md | 4 KB | text/markdown |
| README.md | 1.8 KB | text/markdown |
| references/consumer-retail.md | 9.3 KB | text/markdown |
| references/energy.md | 9.5 KB | text/markdown |
| references/financials-banks.md | 10.1 KB | text/markdown |
| references/healthcare-pharma.md | 9.9 KB | text/markdown |
| references/industrials.md | 7.7 KB | text/markdown |
| references/porter-five-forces.md | 9.1 KB | text/markdown |
| references/reits.md | 11.9 KB | text/markdown |
| references/sector-routing.md | 913 B | text/markdown |
| references/sector-selection-guide.md | 5.6 KB | text/markdown |
| references/technology-saas.md | 7.7 KB | text/markdown |
| SKILL.md | 6.4 KB | text/markdown |
来源与署名
来源：Bigdata-com/bigdata-plugins-marketplace位于plugins/bigdata-com/skills/bigdata-sector-playbook提交2a52a00
许可证： 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 Bigdata-com/bigdata-plugins-marketplace 的技能
Bigdata Thematic Research
Bigdata-com
使用 Bigdata.com 数据研究跨行业宏观投资主题，产出带引用的主题报告与可执行思路。
Bigdata Sector Analysis
Bigdata-com
使用 Bigdata.com 数据分析单一市场板块，涵盖表现、估值、周期定位、催化剂并给出配置结论。
Bigdata Regional Comparison
Bigdata-com
使用 Bigdata.com 数据比较地区或经济体集团，并给出跨资产配置建议。
Bigdata Quick Take
Bigdata-com
基于 Bigdata.com 数据生成一页式 PM 风格个股速评，包含观点、驱动因素、风险与下一个催化剂。
Bigdata Pre Ipo Analysis
Bigdata-com
基于 S-1/F-1 文件与 Bigdata.com 数据，为即将上市的公司生成一份平衡的 IPO 前研究报告。
Bigdata Post Ipo Day365
Bigdata-com
Write a day-365 post-IPO note on the 366-day founder and significant-investor lock-up expiry and float expansion toward 15-20%, using Bigdata.com data plus filings and market data. Covers the staggered lock-up structure from the prospectus, float expansion math and days-to-trade, the offsetting float-adjusted index reweight demand netted against new supply, a realistic read on whether founders actually sell, the dual-class governance angle, and a two-sided setup. Balanced, no buy/avoid call. Triggers: "366-day lock-up for X", "founder lock-up expiry", "float expansion for X", "post-IPO one year lockup", "index reweight after float increase", "founder selling after IPO".
更多Business & Finance技能
Gke Cost Optimization
指导通过合理配置资源、Spot VM、配额、机型与承诺使用折扣来降低 GKE 成本。
Google Ads Api Account Diagnostics
使用 Google Ads MCP 服务器的 GAQL 查询诊断 Google Ads 账户效果下降问题。
Tax Prep
anthropics
基于已结账的账目准备税务材料：季度预估缴税明细，或年终 1099-NEC 清单与会计师资料包。
Plan Payroll
anthropics
串联现金流预测、逾期发票催款与工资发放准备，让业主在提交前确认工资是否付得起。
Job Post Builder
anthropics
根据职位需求生成招聘材料包：职位发布、面试指南与评分表、录用通知书模板。
Contract Review
anthropics
审阅保密协议、主服务协议和供应商合同，用通俗语言标出风险条款，并可导出带修订标记的 DOCX。