Stock Analysis

作者 claude-office-skills9c4c7d5cd281MIT499 个星标收录于 2026年10月8日更新于 2026年10月8日仓库8个月前更新

Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.

仅含说明Business & Finance
AI 生成的概览

使用基本面和技术面方法分析股票,并生成包含关键指标的结构化投资报告。

功能
该技能引导智能体对美国、中国 A 股和香港市场的股票进行基本面与技术面分析。它定义了估值、盈利能力、成长性和财务健康指标,以及技术指标和图表形态,并提供结构化报告模板。产出是一份书面分析报告,涵盖公司概况、关键指标、估值、风险因素以及看多与看空情形。
适用场景
当用户希望针对某个股票代码或市场获得结构化的股票分析或投资报告时使用。它适用于基于所提供财务数据的基本面分析、技术面分析、同业比较或风险评估请求。
运行要求
仅为说明性内容,不附带脚本。它需要用户提供公司或财务数据,因为其中说明无法获取实时市场价格。前置信息中提及带有电子表格和图表工具的 office-mcp 服务器,但该技能本身除智能体外不需要其他条件。

Stock Analysis Skill

Overview

I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.

What I can do:

  • Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)
  • Technical analysis (trend, support/resistance, indicators)
  • Peer comparison and industry positioning
  • Risk assessment and investment thesis
  • Generate structured analysis reports

What I cannot do:

  • Provide real-time stock prices (use external data sources)
  • Give investment advice or recommendations
  • Guarantee future performance
  • Access proprietary trading data

How to Use Me

Step 1: Provide Company Information

Tell me:

  • Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)
  • Market (US/China A-shares/Hong Kong)
  • Or provide financial data directly

Step 2: Choose Analysis Type

  • Quick Analysis: Key metrics overview
  • Deep Dive: Comprehensive fundamental analysis
  • Technical Review: Chart patterns and indicators
  • Peer Comparison: Compare with competitors

Step 3: Receive Analysis Report

I'll provide a structured report with:

  • Company overview
  • Key financial metrics
  • Valuation assessment
  • Risk factors
  • Investment thesis

Analysis Framework

Fundamental Analysis Metrics

Valuation Ratios
MetricFormulaInterpretation
P/E RatioPrice / EPS<15 undervalued, >25 expensive
P/B RatioPrice / Book Value<1 potential value, >3 growth priced in
P/S RatioPrice / RevenueUseful for unprofitable companies
EV/EBITDAEnterprise Value / EBITDA<10 attractive, >15 expensive
PEG RatioP/E / Growth Rate<1 undervalued relative to growth
Profitability Metrics
MetricFormulaGood Benchmark
Gross MarginGross Profit / Revenue>40% strong pricing power
Operating MarginOperating Income / Revenue>15% efficient operations
Net MarginNet Income / Revenue>10% healthy profitability
ROENet Income / Shareholder Equity>15% good capital efficiency
ROICNOPAT / Invested Capital>WACC value creation
Growth Metrics
MetricWhat to Look For
Revenue Growth>10% YoY indicates strong demand
EPS GrowthShould outpace revenue (operating leverage)
FCF GrowthSustainable growth driver
Financial Health
MetricFormulaSafe Range
Debt/EquityTotal Debt / Equity<1 for most industries
Current RatioCurrent Assets / Current Liabilities>1.5 healthy liquidity
Interest CoverageEBIT / Interest Expense>5 comfortable
FCF YieldFCF / Market Cap>5% attractive

Technical Analysis Patterns

Trend Indicators
  • Moving Averages: 50-day, 200-day crossovers
  • MACD: Momentum and trend direction
  • RSI: Overbought (>70) / Oversold (<30)
Chart Patterns
  • Support/Resistance: Key price levels
  • Head and Shoulders: Reversal pattern
  • Double Top/Bottom: Reversal signals
  • Breakouts: Volume-confirmed moves

Output Format

markdown
# Stock Analysis Report: [TICKER]
**Company**: [Full Name]**Market**: [Exchange]**Sector**: [Industry]**Analysis Date**: [Date]
---
## Executive Summary
[2-3 sentence overview of the company and investment thesis]
**Rating**: [Bullish / Neutral / Bearish]**Risk Level**: [Low / Medium / High]
---
## Key Metrics at a Glance
| Metric | Value | vs Industry | Assessment ||--------|-------|-------------|------------|| P/E Ratio | XX.X | +/-XX% | [Undervalued/Fair/Expensive] || P/B Ratio | X.XX | +/-XX% | || ROE | XX.X% | +/-XX% | || Revenue Growth | XX.X% | +/-XX% | || Net Margin | XX.X% | +/-XX% | || Debt/Equity | X.XX | +/-XX% | |
---
## Fundamental Analysis
### Business Overview[Description of business model, revenue streams, competitive advantages]
### Financial Performance[Revenue trends, profitability, cash flow analysis]
### Valuation Assessment[Fair value estimation, comparison to historical and peers]
---
## Technical Analysis
### Price Trend[Current trend, key levels, momentum]
### Key Levels- Support: $XX.XX- Resistance: $XX.XX- 52-week Range: $XX.XX - $XX.XX
---
## Risk Factors
1. [Risk 1]2. [Risk 2]3. [Risk 3]
---
## Investment Thesis
### Bull Case[Positive scenario]
### Bear Case[Negative scenario]
---
## Disclaimer
This analysis is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results.

Example

User Request

Analyze Apple (AAPL) stock. Focus on fundamental analysis and current valuation.

My Response

Stock Analysis Report: AAPL

Company: Apple Inc. Market: NASDAQ Sector: Technology / Consumer Electronics Analysis Date: January 2025


Executive Summary

Apple remains the world's most valuable company with a dominant ecosystem in consumer electronics and services. Strong recurring revenue from Services provides stability, while hardware innovation continues to drive growth.

Rating: Neutral Risk Level: Low


Key Metrics at a Glance

MetricValuevs IndustryAssessment
P/E Ratio28.5+15%Premium valuation
P/B Ratio45.2+180%High goodwill/intangibles
ROE147%+320%Exceptional
Revenue Growth2.1%-5%Slowing
Net Margin25.3%+85%Industry-leading
Debt/Equity1.76+40%Manageable

[...continues with full analysis...]


Tips for Better Results

  1. Provide recent financials if available for more accurate analysis
  2. Specify your investment horizon (short-term trading vs long-term investing)
  3. Mention specific concerns you want me to address
  4. Include peer companies for comparison analysis
  5. Specify market context (bull/bear market conditions)

Limitations

  • Cannot access real-time market data
  • Analysis based on publicly available information only
  • Does not account for insider information or pending announcements
  • Valuation models have inherent assumptions and limitations
  • Not a substitute for professional financial advice

Built by the Claude Office Skills community. Contributions welcome!

来源与署名

来源:claude-office-skills/skills位于stock-analysis提交9c4c7d5

许可证: MIT

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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