Bigdata Thematic Research
作者 Bigdata-com2a52a0013662無授權條款2 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫昨天更新
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".
- 2a52a0013662目前提交 2a52a00發布於 2026年10月8日
來源與署名
來源：Bigdata-com/bigdata-plugins-marketplace位於plugins/bigdata-com/skills/bigdata-thematic-research提交2a52a00
授權條款： 無授權條款
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更多來自 Bigdata-com/bigdata-plugins-marketplace 的技能
Bigdata Sector Playbook
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為某個產業建立投資操作手冊，涵蓋關鍵指標、估值方法、爭論焦點、篩選標準與可執行配置。
Bigdata Sector Analysis
Bigdata-com
使用 Bigdata.com 資料分析單一市場類股，涵蓋表現、估值、週期定位、催化因素並給出配置結論。
Bigdata Regional Comparison
Bigdata-com
使用 Bigdata.com 資料比較各地區或經濟體集團，並產出跨資產配置建議。
Bigdata Quick Take
Bigdata-com
以 Bigdata.com 資料產出一頁式 PM 風格個股速評，包含觀點、驅動因素、風險與下一個催化劑。
Bigdata Pre Ipo Analysis
Bigdata-com
依據 S-1/F-1 文件與 Bigdata.com 資料，為即將上市的公司產出一份平衡的 IPO 前研究報告。
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Research & Analysis技能
Notion Research Documentation
openai
檢索 Notion 頁面並將發現綜整為附引用的簡報、比較或報告，再發佈回 Notion。
Notion Meeting Intelligence
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運用 Notion 脈絡與研究準備會議議程和會前讀物，並依與會者和會議類型調整內容。
Synthesize Research
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將訪談紀錄、問卷與回饋綜整為結構化的研究發現、主題與建議。
Competitive Intelligence
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分析競爭性贏單／輸單資料，產出單筆交易打法、作戰卡與每週競爭動態摘要。
Weekly Prep Brief
anthropics
為未來一週的外部客戶與潛在客戶通話產生每週簡報，包含每場會議的公司與聯絡人研究。
Contact Research
anthropics
從 Common Room 資料研究某個人的聯絡人檔案，並產出帶有互動訊號的結構化檔案。