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longbridge-tech-hype

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Original

English
🇨🇳

Translation

Chinese

longbridge-tech-hype

longbridge-tech-hype

Tech hype versus fundamentals — detect valuation bubbles and identify which theme-driven rallies have fundamental backing.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
科技炒作与基本面对比——检测估值泡沫，识别哪些主题驱动的上涨具备基本面支撑。
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 on prompts asking for:
  • Bubble or hype detection — "这只 AI 概念股是不是泡沫", "AI bubble check", "估值泡沫"
  • Theme vs. fundamentals — "主题炒作还是有基本面", "hype vs fundamentals", "narrative vs reality"
  • Tech sector valuation check — "科技股估值贵不贵", "半导体概念股", "新能源估值"
For pure valuation percentile defer to 
longbridge-valuation
. For sector-wide ranking defer to 
longbridge-constituent
.
在用户提出以下需求时触发：
  • 泡沫或炒作检测——"这只 AI 概念股是不是泡沫", "AI bubble check", "估值泡沫"
  • 主题炒作与基本面对比——"主题炒作还是有基本面", "hype vs fundamentals", "narrative vs reality"
  • 科技板块估值核查——"科技股估值贵不贵", "半导体概念股", "新能源估值"
若仅需估值分位查询，请使用
longbridge-valuation
；若需行业整体排名，请使用
longbridge-constituent
。

Workflow

工作流程

  1. Extract and normalise the symbol(s).
  2. Fetch in parallel:
    • Valuation multiples and historical percentile (PE, PS, EV/EBITDA)
    • Industry median valuation for peer context
    • Last 2–3 years income statement (revenue growth, net income growth, gross margin trend)
    • Recent news and narrative themes
  3. Compute the Hype Score:
    • Valuation percentile (0–100) vs. revenue growth rate
    • Gap = 
      valuation_percentile − revenue_growth_rank
      (positive = hype-heavy)
  4. Classify the stock: 
    • Fundamentally Justified
      — growth supports valuation
    • Partially Justified
      — moderate gap, watch closely
    • Hype-Driven
      — large gap, sentiment outpacing fundamentals
    • Detached Bubble
      — extreme valuation with decelerating growth
  5. Summarise key narrative themes from news and flag whether each has financial backing.
If unsure of exact flag names, run 
longbridge <subcommand> --help
before proceeding.
  1. 提取并标准化股票代码。
  2. 并行获取以下数据：
    • 估值倍数及历史分位（PE、PS、EV/EBITDA）
    • 行业中位数估值（用于同行对比）
    • 过去2-3年的利润表（营收增长、净利润增长、毛利率趋势）
    • 近期新闻及主题叙事
  3. 计算炒作得分：
    • 估值分位（0-100）与营收增长率对比
    • 差值 = 
      valuation_percentile − revenue_growth_rank
      （正数表示炒作成分高）
  4. 对股票进行分类： 
    • Fundamentally Justified
      （基本面合理）——增长支撑估值
    • Partially Justified
      （部分合理）——差值适中，需密切关注
    • Hype-Driven
      （炒作驱动）——差值较大，情绪远超基本面
    • Detached Bubble
      （脱离基本面的泡沫）——估值极端且增长放缓
  5. 总结新闻中的核心主题叙事，并标记每个主题是否有财务数据支撑。
若不确定具体参数名称，请先运行
longbridge <subcommand> --help
再操作。

CLI

命令行界面（CLI）

bash
undefined
bash
undefined

Valuation multiples and historical percentile

Valuation multiples and historical percentile

longbridge valuation <SYMBOL> --format json
longbridge valuation <SYMBOL> --format json

Industry median valuation

Industry median valuation

longbridge industry-valuation <SYMBOL> --format json
longbridge industry-valuation <SYMBOL> --format json

Income statement — revenue, net income, margins

Income statement — revenue, net income, margins

longbridge financial-report <SYMBOL> --kind IS --format json
longbridge financial-report <SYMBOL> --kind IS --format json

Recent news — theme keywords

Recent news — theme keywords

longbridge news <SYMBOL> --format json
undefined
longbridge news <SYMBOL> --format json
undefined

Output structure

输出结构

TECH HYPE ANALYSIS — <SYMBOL>  <Date>

VERDICT: [Fundamentally Justified | Partially Justified | Hype-Driven | Detached Bubble]
Hype Score: xx/100  (higher = more hype-heavy)

VALUATION SNAPSHOT
PE:  xx.x×  (xx-th percentile, 3Y)   Industry median: xx.x×
PS:  x.x×   (xx-th percentile, 3Y)
EV/EBITDA: xx.x×  (xx-th percentile, 3Y)

FUNDAMENTAL CHECK
Revenue Growth (YoY):  +xx%  →  +xx%  →  +xx%
Net Income Growth:     +xx%  →  +xx%  →  +xx%
Gross Margin:          xx%   →  xx%   →  xx%

NARRATIVE THEMES (from news)
Theme               Has Backing?   Evidence
AI / LLM            ✓ Partial      Revenue up xx%, but margin flat
Semiconductor cycle ✗ No data      Mostly sentiment-driven
...

CONCLUSION
<2–3 sentence synthesis of hype vs. fundamental alignment>
TECH HYPE ANALYSIS — <SYMBOL>  <Date>

VERDICT: [Fundamentally Justified | Partially Justified | Hype-Driven | Detached Bubble]
Hype Score: xx/100  (higher = more hype-heavy)

VALUATION SNAPSHOT
PE:  xx.x×  (xx-th percentile, 3Y)   Industry median: xx.x×
PS:  x.x×   (xx-th percentile, 3Y)
EV/EBITDA: xx.x×  (xx-th percentile, 3Y)

FUNDAMENTAL CHECK
Revenue Growth (YoY):  +xx%  →  +xx%  →  +xx%
Net Income Growth:     +xx%  →  +xx%  →  +xx%
Gross Margin:          xx%   →  xx%   →  xx%

NARRATIVE THEMES (from news)
Theme               Has Backing?   Evidence
AI / LLM            ✓ Partial      Revenue up xx%, but margin flat
Semiconductor cycle ✗ No data      Mostly sentiment-driven
...

CONCLUSION
<2–3 sentence synthesis of hype vs. fundamental alignment>

Error handling

错误处理

Situation简体回复繁體回復English reply
Symbol not found未找到该代码，请确认市场和格式。找不到該代碼，請確認市場和格式。Symbol not found — verify exchange and ticker.
Valuation history unavailable历史估值分位数据不足，结果仅供参考。歷史估值分位數據不足，結果僅供參考。Insufficient valuation history — results are approximate.
command not found: longbridge
请安装 longbridge-terminal 或通过 MCP 连接。請安裝 longbridge-terminal 或透過 MCP 連線。Install longbridge-terminal or connect via MCP.
not logged in
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.
情况简体回复繁體回復英文回复
股票代码未找到未找到该代码，请确认市场和格式。找不到該代碼，請確認市場和格式。Symbol not found — verify exchange and ticker.
历史估值分位数据不足历史估值分位数据不足，结果仅供参考。歷史估值分位數據不足，結果僅供參考。Insufficient valuation history — results are approximate.
command not found: longbridge
请安装 longbridge-terminal 或通过 MCP 连接。請安裝 longbridge-terminal 或透過 MCP 連線。Install longbridge-terminal or connect via MCP.
未登录
请运行 
longbridge auth login
。		請執行 
longbridge auth login
。		Run 
longbridge auth login
.

MCP fallback

MCP备选方案

If 
longbridge
binary is not found, fall back to 
mcp__longbridge__valuation
, 
mcp__longbridge__financial_report
, and 
mcp__longbridge__news
.
若未找到
longbridge
二进制文件，则使用
mcp__longbridge__valuation
、
mcp__longbridge__financial_report
和
mcp__longbridge__news
作为备选。

Related skills

相关技能

  • longbridge-valuation
    — valuation percentile and industry comparison
  • longbridge-fundamental
    — deep financial KPI analysis
  • longbridge-news
    — news and sentiment signals
  • longbridge-peer-comparison
    — cross-symbol valuation matrix
  • longbridge-valuation
    ——估值分位与行业对比
  • longbridge-fundamental
    ——深度财务KPI分析
  • longbridge-news
    ——新闻与情绪信号
  • longbridge-peer-comparison
    ——跨股票估值矩阵

File layout

文件结构

skills/longbridge-tech-hype/
└── SKILL.md
skills/longbridge-tech-hype/
└── SKILL.md