pead_opportunity_skill

pead_opportunity_skill is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 64 tokens per session (1,783 once invoked), scanned A, original, Apache-2.0.

A post-earnings analysis guide for finding short- and medium-term stock opportunities after a company reports results. It examines changed expectations, continued price movement, and signs that the idea has failed.

In plain words
What is it for?
Use it to follow earnings surprises, study trends after results, and manage a list of event-driven candidates.
Why use it?
A strong or weak earnings report does not always end its effect on the share price. This helps track whether the market is still adjusting to the news.

Skill for Claude CodeCodex

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

Good fit Use it to follow earnings surprises, study trends after results, and manage a list of event-driven candidates.

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Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/pead_opportunity_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 pead_opportunity_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 pead_opportunity_skill

README.md
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Your own site
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<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/pead_opportunity_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/pead_opportunity_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,783 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 $0.00064 $0.01783
Opus 5.5 $0.00026 $0.00713
Sonnet 5.5 $0.00013 $0.00357
Haiku 4.5 $0.00006 $0.00178

Measured 1mo ago against content hash 7f2ad352ab3f, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

pead_opportunity_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/pead_opportunity_skill/SKILL.md · 169 lines

How it starts

The opening of the file, as written. The whole thing — 169 lines — stays where its author put it; the contents beside it link to each section on GitHub.

PEAD Opportunity 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

本技能用于识别财报发布后不只在首日反应,而是在随后一段时间内继续沿着同一方向缓慢重定价的机会。输出重点不是解释财报当天为什么涨跌,而是判断预期修正是否仍在继续、市场是否还没有完全消化新信息,以及哪些标的更可能出现后续漂移行情。

功能简介

本技能的核心功能是:识别财报后漂移行情中值得跟踪的中短线机会。

它强调把财报信息增量、预期修正幅度、首日反应程度、后续量价表现和板块验证放在一起,帮助使用者抓住财后非首日的延续机会。

使用场景

  • 财报公布后,用户希望寻找几日到数周的跟踪机会。
  • 首日反应已过去,需要判断是否还有二次介入空间。
  • 团队在财报季后需要整理持续跑赢的标的。
  • 研究者想区分“一日游反应”和“持续漂移重定价”。

工作原则

  1. 漂移机会的关键是“市场消化未完成”,不能只看首日涨跌幅。
  2. 要同时分析基本面修正与价格延续,缺一不可。
  3. 必须给出漂移延续的时间窗口和失效边界。
  4. 若首日已过度透支,后续应下调漂移概率。
  5. 正文中不显式描述内部工具细节。

执行流程

Step 1:确认财报事件与观察窗口

先明确本次分析覆盖的是哪些财报事件,以及观察的是:

  • 财后 2-5 日的短期漂移
  • 财后 1-4 周的中期延续
  • 某一行业的财后趋势群体
  • 还是用户自选股中的持续强弱分化

时间窗口必须先定,否则很容易把不同阶段的行为混为一谈。

Step 2:评估财报带来的预期修正幅度

PEAD 的本质,是市场对新信息的消化分阶段完成。要先判断:

  • 本次财报到底修正了哪些核心预期
  • 修正是轻微、明显还是结构性改变
  • 卖方、市场讨论和板块叙事是否出现同步上修
  • 新信息是否足以改变未来几个季度的盈利或增长预期

没有足够强的预期修正,就很难支撑真正的漂移行情。

Step 3:判断首日反应是否仍留有空间

漂移机会往往发生在“好消息出现,但首日价格仍未完全反映”的场景。要重点看:

  • 首日涨幅相对于财报惊喜幅度是否合理
  • 首日成交是否显示新资金刚开始介入,还是一次性兑现
  • 是否存在高开回落但后续仍稳步走强的可能
  • 如果首日已经极度亢奋,后续漂移是否可能被压缩

Step 4:跟踪财后数日的价格与量能行为

真正的漂移,不是首日冲高,而是后续继续缓慢走强。要观察:

  • 是否出现连续几日相对强于市场和板块的表现
  • 回踩是否温和,是否有资金继续承接
  • 成交结构是稳定放大,还是快速衰减
  • 市场是否逐步将新估值与新预期内化到价格中

Step 5:检查板块与同业的验证情况

财后漂移通常不是孤立现象。还要判断:

  • 同行业公司是否也出现类似预期修正
  • 行业景气是否支持本次财报信息被持续强化
  • 板块资金是否愿意持续配置这一方向
  • 个股是否具备龙头溢价或独立逻辑

Step 6:给出候选排序与适合的跟踪方式

将候选分为:

  • 具备明显漂移机会的重点对象
  • 首日强但仍需观察延续性的中间对象
  • 首日反应过度或后续承接不足的谨慎对象

并对每个重点标的写明:

  • 漂移逻辑的来源
  • 仍可观察的时间窗口
  • 更适合追踪、等回踩,还是暂不参与

Step 7:明确失效边界

PEAD 机会一旦失败,通常失败得很明确。必须写清:

  • 何种回落意味着市场已完成定价
  • 哪些量价表现说明漂移逻辑中断
  • 哪些新的负面信息会推翻财报后的正向修正

Step 8:整合成财后漂移成稿

最终输出应帮助使用者知道“哪些财后机会不是首日行情、而是值得继续跟踪的持续重定价”。正文只保留结论、依据与时间窗口。

输出结构


财后漂移机会筛选({YYYY-MM-DD})

一、30 秒结论

  • 最可能出现漂移的标的:{名称列表}
  • 漂移驱动:{预期上修 / 指引强化 / 板块验证 / 定价未完成}
  • 当前阶段判断:{正在形成 / 已有延续 / 接近完成}
  • 主要失效风险:{一句话}

二、候选池总览

股票 预期修正幅度 首日定价是否充分 后续延续迹象 失效风险 优先级
{标的1} {高/中/低} {不足/一般/偏充分} {强/中/弱} {高/中/低} {A/B/C}
{标的2} {等级} {等级} {等级} {等级} {等级}

Read the full file on GitHub · 169 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 · 169 lines · 64 tokens per session scan A 7f2ad352ab3f

Subscribe to this mod's changes

pead_opportunity_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 64 tokens to every session and 1,783 once invoked, about $0.0003 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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