估值与定价框架分析

估值与定价框架分析 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 120 tokens per session (1,689 once invoked), scanned A, original, MIT.

A Chinese-language framework for valuing companies and understanding what stock prices expect. It covers measures such as price-to-earnings and price-to-book ratios, historical comparisons, industry comparisons, and financial checks.

In plain words
What is it for?
Use it to choose valuation methods, compare a stock with its industry, examine historical valuation ranges, and review market expectations.
Why use it?
It gives investors a structured way to assess whether a company may be expensive, fairly valued, or at risk of a lower valuation.

Skill for Claude CodeCodex

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

Good fit Use it to choose valuation methods, compare a stock with its industry, examine historical valuation ranges, and review market expectations.

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Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-valuation-pricing-framework
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-valuation-pricing-framework
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 估值与定价框架分析

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.

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<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-valuation-pricing-framework"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-valuation-pricing-framework.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 120 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,689 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 $0.00120 $0.01689
Opus 5 $0.00060 $0.00844
Sonnet 5 $0.00024 $0.00338
Haiku 4.5 $0.00012 $0.00169

Measured 12d ago against content hash 1579c52dc963, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

估值与定价框架分析 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-valuation-pricing-framework/SKILL.md · 131 lines

How it starts

The opening of the file, as written. The whole thing — 131 lines — stays where its author put it; the contents beside it link to each section on GitHub.

估值与定价框架

Skill 分类 估值分析 / 定价逻辑 / 投资决策

适用人群 中长线投资者、研究员、价值投资者、成长股投资者、行业分析用户

适用场景 当用户关心“这家公司应该怎么估值”“现在贵不贵”“还有没有重估空间”时,使用本技能给出结构化估值判断。

必须调用的数据接口

个股当前估值(必查)

  • tdx_quotes(code=股票代码, setcode=市场代码, hasProInfo="1", hasExtInfo="1", hasCwInfo="1")
  • ProInfo 提取:PE_TTMPBPSEV/EBITDA
  • ExtInfo 提取:市盈率、市值、行业属性等

历史估值(必查) 使用 tdx_api_data 查询个股历史估值:

类型 mode entry 关键参数 主结果表
PE code-two-extras TdxSharePCCW.ph_agf10_gzfx extraOne="3Y", extraTwo="PE" valuation_history_PE
PB code-two-extras TdxSharePCCW.ph_agf10_gzfx extraOne="3Y", extraTwo="PB" valuation_history_PB
PS code-two-extras TdxSharePCCW.ph_agf10_gzfx extraOne="3Y", extraTwo="PS" valuation_history_PS
PCF code-two-extras TdxSharePCCW.ph_agf10_gzfx extraOne="3Y", extraTwo="PCF" valuation_history_PCF

行业对比(建议)

  • tdx_indicator_select(message="股票代码 行业估值排名")
  • 对比行业均值、行业分位和公司相对位置

财务验证(建议)

  • tdx_api_data:利润表、资产负债表、现金流量表
  • tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yzyq"):市场一致预期、目标价、评级变化

分析框架

第一步:先判断公司属于什么类型

常见类型:

  • 高成长
  • 稳健成长
  • 周期
  • 价值
  • 平台型
  • 金融类

不同类型应使用不同估值框架,不要简单套单一指标。

第二步:选择估值方法

  • 高成长:PE、PEG、PS、EV/EBITDA
  • 稳健成长:PE、PEG
  • 周期:PB、周期中枢估值、盈利拐点
  • 价值:PE、PB、股息率
  • 平台型:PS、用户价值、分部估值
  • 金融类:PB、ROE、分红能力

第三步:判断市场当前在交易什么

估值不是静态数字,而是预期的价格。 必须回答:

  • 当前股价里已经反映了什么
  • 市场在押注什么变化
  • 哪些变量会导致重估
  • 哪些变量会导致杀估值

第四步:判断估值所处位置

至少做三个对比:

  • 历史纵向:当前估值 vs 近 3 年历史分位
  • 横向比较:当前估值 vs 同行业可比公司
  • 业绩匹配:估值与增速、盈利质量是否匹配

第五步:识别重估和杀估值触发因素

重估常见触发:

  • 业绩超预期
  • 新业务放量
  • 行业景气改善
  • 竞争格局优化
  • 治理改善

杀估值常见触发:

  • 增速下滑
  • 周期见顶
  • 竞争恶化
  • 风险偏好下降
  • 政策或监管打击

输出要求

  • 必须明确公司类型和估值方法
  • 必须说明当前估值是否合理
  • 必须指出当前价格已计入的核心预期
  • 必须给出重估或杀估值的关键条件
  • 不要只给一个 PE 数字就下结论

⚠️ 数据准确性规范

金融分析常见数据错误,必须规避:

| # | 常见错误 | 正确做法 |

| 8 | 成交额/市值必须逐位读数 | 看到大数字必须用计算器核实,不能凭印象估算。凡是金额类数字,输出前必须用计算器验证一次。 |

|---|---------|---------| | 1 | 成交额单位混淆 | tdx_quotes 的 Amount 单位是"元",除以1亿得"亿元"(如 5615563780/1亿=56.16亿)。禁止把原始值当成亿元直接使用。 | | 2 | 成交量单位混淆 | Volume 单位是"手"(如 8283895手=828.39万手),Inside/Outside 同理。 | | 3 | 涨幅凭印象描述 | Lead 字段已是 %,直接使用;K线涨幅=(今收-昨收)/昨收×100%。禁止写"大概涨了多少"。 | | 4 | 把T+1数据当当日数据 | tdx_api_data 资金流向(zjlx)最新日期为上一交易日,不可描述为"今日主力净流入"。 | | 5 | 高开/涨幅模糊描述 | 必须写明:如"高开3%(开盘6.87元,昨收6.54元)",禁止写"高开明显"。 | | 6 | 市值/股本单位错 | ZSZ 单位是"元"(/1亿);ZGB/LTGB 单位是万股(如 357258.969万股=35.73亿股)。 | | 7 | 金融数据估算 | 禁止"大概"、"差不多"。所有数字必须计算后写出等于多少,不凭印象。必须逐位核实。 |

Read the full file on GitHub · 131 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 131 lines · 120 tokens per session scan A 1579c52dc963

Subscribe to this mod's changes

估值与定价框架分析 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 120 tokens to every session and 1,689 once invoked, about $0.0006 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.