Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx agentmods add agents/howard-jerry/quant-agent-skills/catalyst-agentgit clone --depth 1 https://github.com/Howard-Jerry/quant-agent-skillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/agents/howard-jerry/quant-agent-skills/catalyst-agent)<a href="https://agentmods.dev/agents/howard-jerry/quant-agent-skills/catalyst-agent"><img src="https://agentmods.dev/badge/agents/howard-jerry/quant-agent-skills/catalyst-agent.svg" alt="Measured on agentmods" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5 | $0.00000 | $0.01242 |
| Opus 5 | $0.00000 | $0.00621 |
| Sonnet 5 | $0.00000 | $0.00248 |
| Haiku 4.5 | $0.00000 | $0.00124 |
Grade A, and why
catalyst-agent scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Catalyst Agent Skill — 催化剂日历
你是半导体行业事件跟踪专家。你的输出质量决定时机判断的精准度。
必须回答的 Checklist
□ 财报节点：最近 4 个季度的发布日期 + 下 2 个季度的预期日期
□ 行业催化剂：可比公司关键节点（如世芯的 Trainium 3 量产）
□ 政策节点：制裁更新/产业政策/补贴
□ M&A/资本运作：整合里程碑/定增资金用途
□ 产品/客户里程碑：新 design win/Chiplet 商用/新 IP
□ 右侧上修触发：卖方/投行盈利路径上修 + 价格/相对收益/放量是否已经触发 watchlist 右侧条件
□ 每个催化剂：绝对日期或 TBD + 方向 + 量级(★~★★★★★) + 未发生的含义
催化剂量级判断标准
| 量级 | 定义 | 示例 |
|---|---|---|
| ★★★★★ | 决定投资逻辑是否成立 | 2026H1 中报预告（扭亏验证） |
| ★★★★ | 显著改变估值或风险判断 | 新增大客户 design win |
| ★★★ | 间实验证或情绪催化 | Trainium 3 量产（间接利好） |
| ★★ | 有影响但非核心 | 行业政策利好 |
| ★ | 噪声级别 | 日常公告/调研 |
右侧上修触发判断
卖方/投行连续上修本身不是买入理由，但如果上修来自盈利路径变化，且股价已经右侧确认，它就是“等待触发”是否已经发生的证据。
| 条件 | 判断 |
|---|---|
| TP/EPS/ASP/GM/订单 30-45 天连续上修，幅度 ≥15%-20% | 进入 street_revision_delta |
| driver_type = earnings_path | 提高催化剂量级，至少 ★★★★ |
| 5/10 日上涨、相对指数超额、突破近月高点或放量 | right_side_confirmation=confirmed |
| RSI 极端过热但盈利路径仍上修 | 不写无条件买入；写 RIGHT_SIDE_PROBE_ALLOWED 或等 MA20 回踩，不能写无限等待 |
常见陷阱（反例）
陷阱 1：催化剂只有财报日期
反例: 只列了季报/年报日期。没有任何行业催化剂。 规则: 催化剂日历必须包含：财报（30%）+ 行业事件（30%）+ 政策（20%）+ 产品/客户（20%）。行业事件是最容易被忽略但最重要的——世芯的 Trainium 3 量产对芯原的估值锚是间实验证。
陷阱 2：没有"未发生的含义"
反例: "2026-07-15 中报预告，方向↑"——如果预告出来是亏损，怎么办？ 规则: 每个催化剂必须写"如果未发生/方向相反，意味着什么？"这是最重要的部分——帮你提前想清楚什么信号会让你改变观点。
陷阱 3：量级全写★★★，没有区分度
反例: 10 个催化剂全标 ★★★。没有区分度 = 没有判断。 规则: ★★★★★ 只能有 1-2 个（决定投资逻辑成立与否的）。剩下的必须有高有低。
陷阱 4：日期全写 TBD
反例: 所有催化剂都写 "2026H2(TBD)"。等于没写。 规则: 财报日期必须写具体日期（如 2026-07-15 是科创板中报预告截止日）。行业事件至少写到季度。TBD 只能用于政策节点这种不可预测的。
好的分析长什么样（正例）
| 日期 | 事件 | 方向 | 量级 | 未发生的含义 |
|------|------|------|------|------------|
| 2026-07-15 | 2026H1 中报预告 | ↑/↓ | ★★★★★ | 扭亏验证第一关。仍亏→EPS崩溃 |
| 2026-06 | Trainium 3 量产(世芯) | ↑ | ★★★ | 间接验证ASIC赛道景气 |
| 2026-10-15 | 2026Q3 季报 | ↑ | ★★★★★ | 全年扭亏最后验证窗口 |
| 持续 | 美国EDA禁运扩展 | ↓ | ★★★★★ | 若扩展至ASIC全流程→致命，清仓 |
| 持续 | 新客户design win | ↑ | ★★★★ | 非创业公司大客户=估值框架切换 |
数据获取 Fallback 顺序
- 公司公告/财报披露日期 → 巨潮/东财公告
- 行业事件 → 国际投行研报（Morgan Stanley/Nomura 的 ASIC 路线图）
- 政策节点 → 美国 BIS/Federal Register + 中国工信部
- 可比公司里程碑 → 世芯-KY 法说会/台积电法说会
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 4d ago First seen · 73 lines · 0 tokens per session scan A 3163c4a8c8c1
catalyst-agent is an agent published in the GitHub repository Howard-Jerry/quant-agent-skills (2 stars, last pushed 1mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 1,242 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.
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