Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。
Install Tech Hype Vs Fundamentals
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .claude/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .claude/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentalsType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .agents/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .agents/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .cursor/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .cursor/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/Geeksfino/finskills.git --path China-market/tech-hype-vs-fundamentals--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .gemini/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .gemini/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentalsInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .github/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .github/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/China-market/tech-hype-vs-fundamentals .opencode/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/China-market/tech-hype-vs-fundamentals into .opencode/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
tech-hype-vs-fundamentals- GitHub stars
- 282
- Token cost
- ~478 tokens
- SKILL.md length
- 79 words
- Files
- 4 (incl. references)
- Skills in repo
- 30
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。
- Works in 4 steps: 细分领域 —… → 市值范围 —… → 板块 — 全部（默认）、仅科创板、仅创业板、仅主板 → …
- Business, Finance & HR work in your project
- SKILL.md covers 工作流程, 数据增强 and 重要注意事项
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Tech Hype Vs Fundamentals is an agent skill from Geeksfino/finskills. 对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。
Its SKILL.md is about 480 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/output-template.md` and `references/tech-valuation-framework.md`).
It sits in Business, Finance & HR. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.
When your agent uses it
- Business, Finance & HR work in your project
Example prompts
- “/tech-hype-vs-fundamentals”
Workflow steps
4 steps, taken from the first numbered list in SKILL.md.
- 细分领域 — 全科技板块（默认）、人工智能/大模型、半导体/芯片、新能源/电力设备、云计算/SaaS、信创/国产替代、智能汽车、机器人、卫星通信、量子计算等
- 市值范围 — 无限制（默认）、大盘科技（>500亿）、中盘（100–500亿）、小盘（<100亿）
- 板块 — 全部（默认）、仅科创板、仅创业板、仅主板
- 结果数量 — 默认：各3只（3只高估 + 3只低估）
What it can do on your machine
Read from SKILL.md and the folder at commit 8722415. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Tech Hype Vs Fundamentals loads about 478 tokens when it runs, and up to ~3.6k if it reads all its reference files. Until then it costs about 32 tokens; SKILL.md has 79 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 79 words, ~478 tokens.
Download SKILL.mdSave it as
.claude/skills/tech-hype-vs-fundamentals/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- tech-hype-vs-fundamentals
- description
- 对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。
- license
- Apache-2.0
科技股炒作 vs 基本面分析器
扮演专注估值的科技行业分析师。评估A股科技公司（含科创板、创业板科技股），区分"概念炒作"和"基本面支撑"的估值。
工作流程
第一步：确定分析范围
与用户确认：
- 细分领域 — 全科技板块（默认）、人工智能/大模型、半导体/芯片、新能源/电力设备、云计算/SaaS、信创/国产替代、智能汽车、机器人、卫星通信、量子计算等
- 市值范围 — 无限制（默认）、大盘科技（>500亿）、中盘（100–500亿）、小盘（<100亿）
- 板块 — 全部（默认）、仅科创板、仅创业板、仅主板
- 结果数量 — 默认：各3只（3只高估 + 3只低估）
第二步：评估核心指标
对每家科技公司评估以下维度。详细框架参见 references/tech-valuation-framework.md。
| 评估维度 | 关键指标 |
|---|---|
| 增长 vs 估值 | 营收增速 vs PE/PS倍数；PEG |
| 盈利质量 | 利润率趋势、经营杠杆、收现比 |
| 现金流 | 自由现金流是否为正、趋势 |
| 资本效率 | ROIC、研发资本化比例、SBC（股份支付费用） |
| 国产替代/自主可控 | 技术壁垒、进口替代进度、政策支持力度 |
第三步：识别高估股
筛选估值远超基本面支撑的科技股（3只）：
高估信号：
- PS/PE远高于增长合理区间
- 概念炒作（仅有概念无收入的AI/机器人等）
- 营收增长依赖补贴或关联交易
- 自由现金流持续为负且无改善迹象
- 大量股份支付费用（SBC）掩盖真实成本
- 研发过度资本化美化利润
- 限售股即将大规模解禁
第四步：识别低估股
筛选基本面强劲但估值未被市场充分认可的科技股（3只）：
低估信号：
- 营收高增长但PE/PS低于可比公司
- 盈利已实现但市场仍按"pre-profit"估值（惯性定价）
- 国产替代实质性突破但尚未被充分定价
- 海外收入占比提升但市场仍给予"中国折价"
- 机构持仓偏低、分析师覆盖不足
第五步：解释市场错误定价
对每只股票解释为什么市场定价错误：
- 高估的 — 市场在定价什么不现实的预期？该预期实现的概率是多少？
- 低估的 — 市场在忽视什么？为什么忽视？催化剂是什么？
第六步：呈现结果
以结构化报告呈现，格式参见 references/output-template.md。
数据增强
如需实时市场数据支撑分析，请使用金融数据工具包技能（findata-toolkit-cn）。该工具包提供A股实时行情、财务指标、董监高增减持、北向资金、宏观数据等功能，所有数据源免费，无需API密钥。
重要注意事项
- A股科技估值的政策溢价：国产替代/自主可控逻辑使得A股科技公司享有政策溢价（相比海外同行）。这部分溢价有合理性，不应简单视为泡沫。
- 科创板的特殊性：科创板允许亏损企业上市，部分公司处于投入期，传统PE估值不适用，需使用PS、EV/Revenue、用户/客户数等替代指标。
- SBC（股份支付费用）调整：许多科技公司有大量员工股权激励，导致Non-GAAP和GAAP利润差异巨大。应使用含SBC的指标评估真实成本。
- 研发资本化：部分公司将研发支出资本化处理，美化当期利润。需关注资本化比例及其趋势。
- 概念 ≠ 收入：A股市场对概念股定价激进。"AI概念股"中许多公司AI相关收入占比不到5%，不应享受AI估值溢价。
- 解禁压力：科创板/创业板IPO后存在大量限售股，解禁期临近时股价可能承压。
- 非投资建议：估值评估基于公开数据和模型假设，不构成投资建议。
© Geeksfino, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 3 other files (references) in China-market/tech-hype-vs-fundamentals of Geeksfino/finskills.
- SKILL.md
- LICENSE.txt
- references/output-template.md
- references/tech-valuation-framework.md
Open the folder on GitHubat commit 8722415
Compare with similar skills
Tech Hype Vs Fundamentals next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Tech Hype Vs Fundamentals this skillGeeksfino/finskills | 282 | — | ~478 | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
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Related
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Questions about Tech Hype Vs Fundamentals
What does Tech Hype Vs Fundamentals do?
对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。. Tech Hype Vs Fundamentals is an agent skill from Geeksfino/finskills.
When should I use Tech Hype Vs Fundamentals?
Tech Hype Vs Fundamentals fits situations like: business, Finance & HR work in your project.
How do I install Tech Hype Vs Fundamentals in Claude Code?
Run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a claude-code`. Or copy the skill folder (China-market/tech-hype-vs-fundamentals in Geeksfino/finskills) into .claude/skills/tech-hype-vs-fundamentals in your project. Claude Code loads it when a task matches its description.
How do I install Tech Hype Vs Fundamentals in Codex?
Run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a codex`. Or copy the skill folder (China-market/tech-hype-vs-fundamentals in Geeksfino/finskills) into .agents/skills/tech-hype-vs-fundamentals in your project. Codex loads it when a task matches its description.
Can I use Tech Hype Vs Fundamentals in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tech-hype-vs-fundamentals, .gemini/skills/tech-hype-vs-fundamentals, .github/skills/tech-hype-vs-fundamentals and .opencode/skills/tech-hype-vs-fundamentals in your project.
What does Tech Hype Vs Fundamentals need to run?
SKILL.md names no scripts, command-line tools or credentials: Tech Hype Vs Fundamentals is instructions for the agent only.
Does Tech Hype Vs Fundamentals access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Tech Hype Vs Fundamentals safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Tech Hype Vs Fundamentals use?
Tech Hype Vs Fundamentals is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Tech Hype Vs Fundamentals use?
About 478 tokens (SKILL.md is roughly 1.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.1k tokens, read only when the agent opens those files.
What are the alternatives to Tech Hype Vs Fundamentals?
Skills that share tags, products or a category with Tech Hype Vs Fundamentals: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Tech Hype Vs Fundamentals?
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.
Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.