个股投资逻辑研究

个股投资逻辑研究 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 155 tokens per session (1,179 once invoked), scanned A, original, MIT.

A Chinese-language framework for researching an individual stock through company fundamentals, industry conditions, market expectations, valuation, and risks.

In plain words
What is it for?
Producing research on a named company or stock, including financial quality, industry position, price trends, analyst views, valuation, and investment risks.
Why use it?
It structures stock research so the analysis explains what the company does, what may drive its value, and what could go wrong.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Producing research on a named company or stock, including financial quality, industry position, price trends, analyst views, valuation, and investment risks.

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Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-ggtzljyj
Install

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.

Any agent
npx skills add adambbhe/TDX-finance-mcp-plugin-v3 --skill tdx-ggtzljyj
Clone the repo
git clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for 个股投资逻辑研究

README.md
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Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for 个股投资逻辑研究

Your own site · 80×15
<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-ggtzljyj"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-ggtzljyj.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 155 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,179 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00155 $0.01179
Opus 5 $0.00077 $0.00589
Sonnet 5 $0.00031 $0.00236
Haiku 4.5 $0.00015 $0.00118

Measured 12d ago against content hash a278cdf6b306, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

个股投资逻辑研究 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 12d 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.

skills/tdx-ggtzljyj/SKILL.md · 115 lines

What it actually says

个股投资逻辑研究

Skill 分类 个股研究 / 基本面分析 / 机构研究

适用人群 中短期投资者、中长期投资者、研究员、行业跟踪用户

适用场景 用户输入一个股票名称后,希望快速得到:

  • 公司是做什么的
  • 核心投资逻辑是什么
  • 当前市场在交易什么预期
  • 风险点在哪里
  • 现在是否值得跟踪、持有或交易

tdx_api_data 调用时,优先读取结构化表格结果;必要时再回看原始字段。

常用查询工具

  • tdx_quotes:行情、估值、成交、盘口、行业属性
  • tdx_api_data:公司信息、财务摘要、股东变化、研报评级等结构化数据
  • tdx_kline:K 线、趋势位置、波动区间
  • tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yzyq"):券商观点、目标价、评级变化 [已切换为 F10 替代方案]

分析框架

第一步:先确认公司是什么

必须先回答:

  • 公司主营业务是什么
  • 收入和利润主要来自哪里
  • 所处行业和细分赛道是什么
  • 公司在产业链中的位置是什么

第二步:明确核心投资逻辑

判断核心逻辑属于哪一类:

  • 成长驱动
  • 周期反转
  • 价值修复
  • 事件催化
  • 产业趋势受益
  • 竞争格局改善

不要把多个逻辑简单堆在一起,必须指出“当前最核心的一条”。

第三步:看行业和竞争格局

重点回答:

  • 行业景气度如何
  • 竞争格局是否稳定
  • 公司是龙头、中军还是跟随者
  • 未来 1 到 2 个季度最重要的行业变量是什么

第四步:验证财务质量

至少检查:

  • 收入与利润增速
  • 毛利率与净利率变化
  • 现金流质量
  • 资产负债结构
  • ROE、费用率、存货与应收变化

若财务数据与叙事不匹配,必须下调结论置信度。

第五步:理解市场当前交易什么

不要只说“公司好不好”,还要判断市场当前在交易什么预期:

  • 业绩超预期
  • 新产品放量
  • 景气反转
  • 估值切换
  • 政策驱动
  • 情绪催化

需要结合 tdx_quotestdx_klinetdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yzyq") 判断当前预期是否已经被价格反映。

第六步:评估估值是否匹配逻辑

估值结论必须和公司类型匹配:

  • 成长股重点看 PE、PEG、PS、EV/EBITDA
  • 价值股重点看 PE、PB、股息率
  • 周期股重点看 PB、周期中枢估值、盈利拐点

第七步:列出风险点

必须明确区分:

  • 短期风险:情绪、预期差、交易拥挤、事件落空
  • 中期风险:需求不及预期、价格下滑、竞争恶化、产能消化不足
  • 长期风险:商业模式受损、政策变化、技术路线替代

第八步:给出投资结论

结论至少要回答:

  • 现在看的是短期机会还是中期配置
  • 核心逻辑是否清晰
  • 估值与位置是否支持当前判断
  • 更适合买入、跟踪、观望还是回避

输出要求

  • 必须区分“事实、逻辑、预期、风险”
  • 必须给出最核心的一条投资逻辑
  • 必须说明当前市场预期是否已被计价
  • 适合用表格展示的内容优先用表格
  • 不要写成空泛长文,不要只做资料摘抄

固定输出模板

  1. 公司概况
  2. 核心投资逻辑
  3. 行业与竞争格局
  4. 财务质量验证
  5. 当前市场预期
  6. 估值与位置判断
  7. 风险分析
  8. 投资结论
Changes

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.

  1. 12d ago First seen · 115 lines · 155 tokens per session scan A a278cdf6b306

Subscribe to this mod's changes

个股投资逻辑研究 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 155 tokens to every session and 1,179 once invoked, about $0.0008 per session on Opus 5. 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 2026-08-30.

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