longbridge-investment-ideas
Compare original and translation side by side
🇺🇸
Original
English🇨🇳
Translation
Chineselongbridge-investment-ideas
longbridge-investment-ideas
Surfaces actionable investment ideas through a multi-lens screening process: value, momentum, fundamental improvement, and thematic catalysts — outputting a prioritised candidate list with brief rationale for each idea.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
通过多维度筛选流程生成可执行的投资想法:估值、动量、基本面改善和主题催化剂——输出按优先级排序的候选列表,并为每个想法提供简要理由。
响应语言:匹配用户输入语言——简体中文/繁体中文/英文。
When to use
使用场景
Trigger when the user wants to discover new investment opportunities rather than research a specific stock:
- "帮我找一些当前有投资价值的股票" / "幫我發掘一些港股投資機會" / "Generate some investment ideas in AI infrastructure"
- "选股灵感", "多头机会", "what should I be looking at this quarter"
当用户希望发现新的投资机会而非研究特定股票时触发:
- "帮我找一些当前有投资价值的股票" / "幫我發掘一些港股投資機會" / "Generate some investment ideas in AI infrastructure"
- "选股灵感", "多头机会", "what should I be looking at this quarter"
Workflow
工作流程
- Clarify parameters with the user if not provided:
- Market: US / HK / A-share / SG (or multiple)
- Theme / sector (optional): e.g. AI, EV, healthcare, energy
- Style: value / growth / momentum / contrarian / short ideas
- Fetch the relevant universe (index constituents or sector ETF).
- For top candidates, fetch valuation indices and recent 60-day price momentum.
- Apply the selected screening lens (see below) to rank candidates.
- For top 5–8 ideas, fetch news to validate the narrative.
- Output a ranked candidate list with rationale.
- 若用户未提供参数,需先确认:
- Market:US / HK / A-share / SG (或多个)
- Theme / sector (可选):例如 AI, EV, healthcare, energy
- Style:value / growth / momentum / contrarian / short ideas
- 获取相关股票池(指数成分股或行业ETF)。
- 针对排名靠前的候选股票,获取估值指标和最近60日价格动量。
- 应用选定的筛选维度(见下文)对候选股票进行排名。
- 针对排名前5–8的想法,获取新闻以验证相关逻辑。
- 输出按优先级排序的候选列表及理由。
Screening lenses
筛选维度
| Lens | Signal | CLI data |
|---|---|---|
| Value | Low PE / PB vs industry median | |
| Momentum | Top 60-day price return in universe | |
| Fundamental improvement | Revenue acceleration / margin expansion (QoQ) | |
| Thematic | Recent policy / product catalyst in news | |
| 维度 | 信号 | CLI数据 |
|---|---|---|
| 价值型 | 相对于行业中位数的低PE/PB | |
| 动量型 | 股票池内60日价格回报率Top | |
| 基本面改善 | 营收加速/利润率扩张(环比) | |
| 主题型 | 新闻中的近期政策/产品催化剂 | |
CLI
CLI工具
If you're unsure of exact flag names or defaults, runfirst.longbridge <subcommand> --help
bash
undefined若不确定具体的参数名称或默认值,请先运行。longbridge <subcommand> --help
bash
undefinedFetch universe (index constituents)
Fetch universe (index constituents)
longbridge constituent <INDEX_SYMBOL> --format json
longbridge constituent <INDEX_SYMBOL> --format json
Valuation indices for screening (PE, PB, momentum)
Valuation indices for screening (PE, PB, momentum)
longbridge calc-index <SYMBOL> --format json
longbridge calc-index <SYMBOL> --format json
60-day daily price for momentum calculation
60-day daily price for momentum calculation
longbridge kline <SYMBOL> --period day --count 60 --format json
longbridge kline <SYMBOL> --period day --count 60 --format json
News for narrative validation
News for narrative validation
longbridge news <SYMBOL> --format json
undefinedlongbridge news <SYMBOL> --format json
undefinedOutput
输出内容
Screening parameters: market, theme, style lens, date
Idea candidate table:
| Rank | Symbol | Company | Market Cap | Lens | Key Signal | Rationale |
|---|---|---|---|---|---|---|
| 1 | NVDA.US | NVIDIA | $2.5T | Momentum + Thematic | +40% in 60d; AI capex cycle | ... |
For each top idea, add a one-paragraph investment rationale covering:
- Why now (catalyst or setup)
- What to watch (key metric or event)
- Key risk (one-liner bear case)
Disclaimer: These are idea-generation outputs, not buy recommendations. Always conduct your own due diligence.
筛选参数:market, theme, style lens, date
候选想法表:
| 排名 | 代码 | 公司 | 市值 | 维度 | 核心信号 | 理由 |
|---|---|---|---|---|---|---|
| 1 | NVDA.US | NVIDIA | $2.5T | Momentum + Thematic | +40% in 60d; AI capex cycle | ... |
针对每个排名靠前的想法,添加一段投资理由,涵盖:
- Why now (催化剂或布局)
- What to watch (关键指标或事件)
- Key risk (一句话看空逻辑)
免责声明:这些是投资想法生成结果,而非买入建议。请始终自行开展尽职调查。
Error handling
错误处理
| Situation | Simplified Chinese | Traditional Chinese / English |
|---|---|---|
| 回退到 MCP;否则提示安装 longbridge-terminal | 回退到 MCP;否則提示安裝 / Fall back to MCP; prompt to install |
| 请运行 | 請運行 |
| No market or theme specified | 请告知目标市场和投资风格 | 請告知目標市場和投資風格 / Please specify target market and style |
| Other stderr | 原样展示错误,不重试 | 原樣展示,不重試 / Surface verbatim, no silent retry |
| 场景 | 简体中文 | 繁体中文 / 英文 |
|---|---|---|
| 回退到 MCP;否则提示安装 longbridge-terminal | 回退到 MCP;否則提示安裝 / Fall back to MCP; prompt to install |
| 请运行 | 請運行 |
| No market or theme specified | 请告知目标市场和投资风格 | 請告知目標市場和投資風格 / Please specify target market and style |
| Other stderr | 原样展示错误,不重试 | 原樣展示,不重試 / Surface verbatim, no silent retry |
Related skills
相关技能
| User asks | Route to |
|---|---|
| Small-cap growth screening | |
| Peer comparison | |
| Industry valuation | |
| Full research on a specific idea | |
| Market anomaly / unusual movers | |
| 用户提问 | 跳转至 |
|---|---|
| Small-cap growth screening | |
| Peer comparison | |
| Industry valuation | |
| Full research on a specific idea | |
| Market anomaly / unusual movers | |
File layout
文件结构
longbridge-investment-ideas/
└── SKILL.mdPrompt-only — no . Discover the latest CLI flags via .
scripts/longbridge <subcommand> --helplongbridge-investment-ideas/
└── SKILL.md仅需提示词——无 目录。通过 了解最新CLI参数。
scripts/longbridge <subcommand> --help