Bigdata Thematic Research
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
Research a macro investment theme using Bigdata.com data — scope and sub-themes, investment implications, sector impact, named beneficiaries and vulnerable losers with tearsheet fundamentals, the policy and regulatory dimension, geographic impact, and concrete implementation ideas. Covers themes such as AI, energy transition, inflation and rates, deglobalization and reshoring, demographics, geopolitical risk, and fiscal policy. Triggers: "research the X theme", "X investment implications", "who benefits from X", "how do I play X", "AI / energy transition / deglobalization theme", "thematic view on X".
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 | 336 B | application/yaml |
| assets/bigdata-icon-black.svg | 3.2 KB | text/plain |
| assets/report-template.md | 2.2 KB | text/markdown |
| README.md | 1.3 KB | text/markdown |
| SKILL.md | 4.2 KB | text/markdown |
来源与署名
来源:Bigdata-com/bigdata-plugins-marketplace位于plugins/bigdata-com/skills/bigdata-thematic-research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。
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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".
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