earnings_reaction_interpreter_skill

earnings_reaction_interpreter_skill is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 58 tokens per session (1,416 once invoked), scanned A, original, Apache-2.0.

A guide to interpreting how a stock moves after its earnings release, including what caused a surprise and where the market disagrees.

In plain words
What is it for?
Use it for overnight earnings reviews, next-morning decisions, and updating an investment view after results.
Why use it?
It helps separate the headline price move from the reasons behind it and identify what needs watching next.

Skill for Claude CodeCodex

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

Good fit Use it for overnight earnings reviews, next-morning decisions, and updating an investment view after results.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/earnings_reaction_interpreter_skill
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 chuancyzhang/deepseek-cowork --skill earnings_reaction_interpreter_skill
Clone the repo
git clone --depth 1 https://github.com/chuancyzhang/deepseek-cowork

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 earnings_reaction_interpreter_skill

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/chuancyzhang/deepseek-cowork/earnings_reaction_interpreter_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/earnings_reaction_interpreter_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 58 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,416 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 $0.00058 $0.01416
Opus 5.5 $0.00023 $0.00566
Sonnet 5.5 $0.00012 $0.00283
Haiku 4.5 $0.00006 $0.00142

Measured 1mo ago against content hash b9279597d48c, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

earnings_reaction_interpreter_skill 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 1mo 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.

ai_skills/wind-aifinmarket/skills/earnings_reaction_interpreter_skill/SKILL.md · 133 lines

How it starts

The opening of the file, as written. The whole thing — 133 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Earnings Reaction Interpreter Skill

数据依赖与执行前置条件

推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill;若没有,提示用户安装:

Cowork 适配:所需子 Skill 已随 wind-aifinmarket 固定快照内置,不执行安装或在线更新命令。

技能定位

本技能用于在财报发布后,快速回答“股票为什么这样涨跌、真正超预期的是哪里、市场到底在交易什么、接下来还该盯什么”。输出重点不是把财报数字重抄一遍,而是把结果、反应和后续判断拆解清楚。

执行流程

Step 1:确认财报事实与价格反应窗口

先确认本次对应的财报周期、发布时间、盘后或盘前反应,以及当前观察窗口。优先梳理:

  • 财报与指引是否已经完整披露
  • 股价是在盘后、盘前还是次日盘中发生主要反应
  • 反应幅度是否明显超出历史常态
  • 同板块可比公司是否存在联动

若价格反应仍在快速变化,要明确当前解读仅代表该时点判断。

Step 2:拆开看“结果”与“表现”

把财报结果拆成多个层次,而不是只看单一 headline:

  • 收入、利润、利润率等核心结果是否超预期
  • 关键经营指标是否支持 headline 的表面好看
  • 指引是否同步上修、持平或转弱
  • 业绩质量是来自主业改善、结构优化,还是一次性项目
  • 价格反应是在放大财报结论,还是与财报内容出现错位

这一步的目标是避免“数字超预期就等于利好”的机械判断。

Step 3:识别市场真正交易的核心分歧

从财报结果中提炼市场最在意的那条主线,常见包括:

  • 增长是否可持续
  • 利润率是否触顶或开始修复
  • 某条业务线是否已经进入拐点
  • 管理层指引是否反映更深层的问题
  • 估值原本定价的故事是否被强化或削弱

如果股价与 headline 相反,需要重点解释“市场为何忽略表面利好”或“为何放大边际变化”。

Step 4:判断财报后的持续性与二次验证点

并非所有财报反应都能延续。需要进一步判断:

  • 本次反应更像一次性情绪释放,还是趋势级重估起点
  • 哪些细节可能在次日、次周被继续交易
  • 哪些问题仍需等待业绩会、补充文件或管理层澄清
  • 若短期市场解读过度,后续可能怎样回摆

Step 5:形成更新后的研究判断

结合财报结果、指引、市场反应和后续验证点,明确:

  • 原有投资逻辑被强化、削弱还是基本未变
  • 是否需要调整关注优先级
  • 若继续跟踪,下一步最值得验证什么
  • 若不立刻下结论,真正缺的是什么信息

Step 6:整合成财后复盘成稿

最终输出应直接服务财报夜复盘和次日判断,不展示中间搜集过程或内部推理。内容应优先呈现解释与判断,而非材料堆砌。

输出结构


{股票名称}财后反应解读({YYYY-MM-DD})

一、30 秒结论

  • 结果层面:{明显好于预期 / 基本符合 / 低于预期}
  • 反应层面:{涨跌幅与核心原因}
  • 真正被交易的变量:{一句话}
  • 当前判断:{逻辑强化 / 逻辑不变 / 逻辑转弱}

二、财报结果拆解

项目 市场预期 实际结果 初步解读
收入 {数值} {数值} {说明}
利润/EPS {数值} {数值} {说明}
关键经营指标 {数值} {数值} {说明}
指引 {预期} {实际} {说明}

三、为什么市场这样反应

  • 正向驱动:{内容}
  • 压制因素:{内容}
  • 表面与实质的差异:{内容}

四、财报后真正的分歧点

  • {分歧点 1}
  • {分歧点 2}
  • {分歧点 3}

五、后续还要看什么

  • 短期验证点:{内容}
  • 中期验证点:{内容}
  • 可能改变判断的信号:{内容}

六、当前动作建议

  • 建议:{继续跟踪 / 提高优先级 / 暂缓乐观 / 等待补充信息}
  • 原因:{说明}

质量要求

  1. 必须同时解释“财报内容”和“市场反应”,不能只写其中一半。
  2. 若股价表现与 headline 不一致,要优先解释错位原因。
  3. 不能把所有变动都归因为单一指标,需突出真正决定反应的主变量。
  4. 财后判断应带时间窗口意识,避免把盘后情绪写成长期结论。
  5. 输出应帮助使用者决定“现在该如何理解这份财报”,而不是停留在结果复述。

Read the full file on GitHub · 133 lines

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. 1mo ago First seen · 133 lines · 58 tokens per session scan A b9279597d48c

Subscribe to this mod's changes

earnings_reaction_interpreter_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 58 tokens to every session and 1,416 once invoked, about $0.0002 per session on Opus 5.5. 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 2026-09-04.

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