Stock Analysis

作者 claude-office-skills9c4c7d5cd281MIT499 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫8 個月前更新

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

僅含說明Business & Finance
AI 產生的概覽

使用基本面與技術面方法分析股票,並產出包含關鍵指標的結構化投資報告。

功能
此技能引導代理針對美國、中國 A 股與香港市場的股票進行基本面與技術面分析。它定義了估值、獲利能力、成長性與財務健全度指標,以及技術指標與圖表型態,並提供結構化報告範本。產出是一份書面分析報告,涵蓋公司概況、關鍵指標、估值、風險因素以及看多與看空情境。
適用情境
當使用者想針對某個股票代號或市場取得結構化的股票分析或投資報告時使用。它適合以所提供的財務資料為基礎的基本面檢視、技術面檢視、同業比較或風險評估需求。
執行需求
僅為指示性內容,未附帶指令碼。它需要使用者提供公司或財務資料,因為內容說明無法取得即時市場價格。前置資料中提及具備試算表與圖表工具的 office-mcp 伺服器,但此技能本身除代理外不需其他條件。

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!

來源與署名

來源:claude-office-skills/skills位於stock-analysis提交9c4c7d5

授權條款: MIT

內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。

檢舉或申請下架