Stock Deep Analysis Workflow
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
Builds earnings forecasts and compares them with analyst consensus to find surprise trades, using top-down and bottom-up methods, SUE, post-announcement drift and revision momentum; Chinese text.
SKILL.md written in Chinese; this summary is our English description.
$ npx skills add HKUDS/Vibe-Trading --skill earnings-forecast -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-forecast --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/HKUDS/Vibe-Trading.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent/src/skills/earnings-forecast .claude/skills/earnings-forecast && 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 "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .claude/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecastType 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 HKUDS/Vibe-Trading --skill earnings-forecast -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-forecast --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent/src/skills/earnings-forecast .agents/skills/earnings-forecast && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .agents/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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 HKUDS/Vibe-Trading --skill earnings-forecast -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-forecast --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent/src/skills/earnings-forecast .cursor/skills/earnings-forecast && 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 "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .cursor/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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/HKUDS/Vibe-Trading.git --path agent/src/skills/earnings-forecast--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 HKUDS/Vibe-Trading --skill earnings-forecast -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-forecast --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent/src/skills/earnings-forecast .gemini/skills/earnings-forecast && 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 "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .gemini/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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 HKUDS/Vibe-Trading earnings-forecastInstalls 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 HKUDS/Vibe-Trading --skill earnings-forecast -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent/src/skills/earnings-forecast .github/skills/earnings-forecast && 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 "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .github/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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 HKUDS/Vibe-Trading --skill earnings-forecast -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-forecast --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent/src/skills/earnings-forecast .opencode/skills/earnings-forecast && 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 "earnings-forecast" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-forecast into .opencode/skills/earnings-forecast/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-forecast", 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.
earnings-forecastBuilds earnings forecasts and compares them with analyst consensus to find surprise trades, using top-down and bottom-up methods, SUE, post-announcement drift and revision momentum; Chinese text.
Share prices in the short run are driven by the gap between earnings and expectations, so the skill looks for that gap in two ways: comparing your own forecast with consensus, and tracking momentum in analyst estimate revisions. Forecasting runs top-down, from GDP to industry to leading company revenue and margin assumptions to EPS, with a baijiu example, or bottom-up, splitting revenue into volume and price and checking margin and tax-rate assumptions. The instructions are written in Chinese.
Standardized unexpected earnings (SUE) compare actual EPS with consensus using the standard deviation of past forecast errors and map score bands to signals. Post-earnings-announcement drift is applied to A-shares, mostly on the long side, and a revision ratio with thresholds drives the revision momentum strategy. A calendar lists the key A-share reporting dates, and the notes say consensus data usually needs paid terminals and that SUE needs at least 8 quarters of history.
5 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 8e43007. It shows what the files ask for, not the result of running them.
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.
No scripts in the folder and no shell commands in SKILL.md (its code samples are python).
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Earnings Forecast and Surprise Trading loads about 1k tokens when it runs. Until then it costs about 18 tokens; SKILL.md has 144 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.
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.
The full file from HKUDS/Vibe-Trading at commit 8e43007, republished under its MIT licence (© HKUDS). 144 words, ~1,007 tokens.
.claude/skills/earnings-forecast/SKILL.md (or your agent's skills folder).围绕企业盈利预测和市场一致预期偏差构建交易信号。核心逻辑:股价短期由盈利预期差驱动,捕捉「预期差」比预测绝对盈利更有价值。两条主线:① 自主预测 vs 一致预期对比寻找偏差;② 跟踪分析师预期修正动量。
预测链条:
GDP增速预测 → 行业增加值增速 → 行业收入增速 → 龙头公司收入增速 → 利润率假设 → EPS预测A股实战示例(以白酒行业为例):
| 层级 | 指标 | 预测逻辑 |
|---|---|---|
| 宏观 | GDP +5.0% | 消费占GDP比重65%,消费增速约+6% |
| 行业 | 白酒收入 +8% | 高端白酒量价齐升,结构升级 |
| 公司 | 贵州茅台(600519.SH) | 出厂价+10%,销量+2%,收入约+12% |
| 盈利 | 净利润率55% | 提价传导,费用率稳定 |
| EPS | 约62元 | 净利润/总股本 |
适用场景: 行业beta判断、大盘盈利周期定位、宏观策略配合
收入拆解三板斧:
# 方法1:量价拆解
revenue = volume * price
# 例:中国神华(601088.SH) = 煤炭销量(亿吨) × 煤价(元/吨) + 电力收入
# 方法2:客户/产品拆解
revenue = sum(segment_revenue for segment in business_lines)
# 例:美的集团(000333.SZ) = 暖通空调 + 消费电器 + 机器人及自动化
# 方法3:门店/用户拆解
revenue = stores * revenue_per_store # 或 users * ARPU
# 例:海底捞(6862.HK) = 门店数 × 翻台率 × 客单价 × 营业天数利润率假设关键点:
公式:
SUE = (actual_EPS - consensus_EPS) / std(actual_EPS - consensus_EPS)
# consensus_EPS = 分析师一致预期EPS(取中位数)
# std = 过去8个季度预测偏差的标准差信号阈值(A股实证参考):
| SUE范围 | 含义 | 交易动作 |
|---|---|---|
| SUE > +2.0 | 大幅超预期 | 强买入信号 |
| SUE +1.0~+2.0 | 温和超预期 | 买入信号 |
| SUE -1.0~+1.0 | 符合预期 | 无信号 |
| SUE -2.0~-1.0 | 温和低于预期 | 卖出信号 |
| SUE < -2.0 | 大幅低于预期 | 强卖出信号 |
现象: 业绩公告后,超预期方向的股价漂移可持续30-60个交易日。
A股PEAD策略实现:
# 策略逻辑
# 1. 业绩公告日(年报4/30前,中报8/31前,季报各截止日)
# 2. 计算SUE
# 3. SUE > +1.5 的股票买入持有 40 个交易日
# 4. SUE < -1.5 的股票卖出/做空(如果可以)
# 关键参数
holding_period = 40 # 持有交易日数
sue_threshold = 1.5 # SUE阈值
max_positions = 10 # 最大持仓数
rebalance_on = "earnings_date" # 在业绩公告日调仓A股PEAD注意事项:
三个关键指标:
# 1. 预期修正比率(ERM)
ERM = (上调家数 - 下调家数) / 总覆盖家数
# ERM > 0.3 = 正面动量, ERM < -0.3 = 负面动量
# 2. 预期变化幅度
eps_change_pct = (new_consensus - old_consensus_30d_ago) / abs(old_consensus_30d_ago)
# 变化 > +5% = 显著上调
# 3. 预期离散度
dispersion = std(all_analyst_EPS) / mean(all_analyst_EPS)
# 离散度 > 0.3 = 分歧大, 不确定性高
# 离散度 < 0.1 = 共识强, 确定性高预期修正动量策略:
| 时间 | 事件 | 策略动作 |
|---|---|---|
| 1月中旬 | 年报业绩预告披露高峰 | 抢先捕捉预期差 |
| 3-4月 | 年报正式发布 | 确认SUE,PEAD建仓 |
| 4月30日 | 年报截止日 | 未披露 = 利空信号 |
| 7月中旬 | 中报业绩预告 | 半年度预期修正 |
| 8月31日 | 中报截止日 | 同上 |
| 10月31日 | 三季报截止日 | Q3数据验证全年预期 |
# 组合构建参数
config = {
"universe": "沪深300成分股", # 流动性保障
"signal": "SUE > +1.5 或 ERM > +0.3", # 超预期信号
"max_positions": 20, # 最大持仓
"position_weight": "equal", # 等权
"holding_period": 40, # 交易日
"rebalance": "earnings_calendar", # 按财报日历调仓
"stop_loss": -0.08, # 8%止损
}## 盈利预测分析 — [标的代码] [公司名称]
### 盈利预测
- 预测方法:[Top-Down / Bottom-Up]
- 预测EPS:[X元]
- 预测依据:[收入增速X%,利润率X%,关键假设]
### 一致预期对比
- 一致预期EPS:[X元](来源:[Wind/东财],覆盖[N]家)
- 预期偏差:[+X% / -X%]
- SUE:[+X.X]
- 预期离散度:[X.X]([高分歧/低分歧])
### 分析师动量
- ERM(预期修正比率):[+X.X](过去30日[N]家上调/[M]家下调)
- 预期变化幅度:[+X%]
### 信号判断
- SUE信号:[强买入/买入/无/卖出/强卖出]
- 动量信号:[正面/中性/负面]
- PEAD建仓窗口:[是/否](距财报发布[X]日)
### 风险提示
- [具体风险:如一次性收益、会计政策变更、商誉减值等]© HKUDS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in agent/src/skills/earnings-forecast of HKUDS/Vibe-Trading.
Open the folder on GitHubat commit 8e43007
Earnings Forecast and Surprise Trading 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 |
|---|---|---|---|---|---|---|
| Earnings Forecast and Surprise Trading this skillHKUDS/Vibe-Trading | 35k | — | ~1k | Automated safety check: Pass | MIT | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| Equity ResearchrollingSirius/equity-research-skill | 453 | — | ~1.5k | Automated safety check: Pass | MIT | |
| Equity Initiation Reportginlix-ai/LangAlpha | 1.8k | — | ~3.8k | Automated safety check: Pass | Apache-2.0 | |
| Stock Value AnalyzerFunnyKun/stock-value-analyzer | 141 | — | ~3.3k | Automated safety check: Pass | None | |
| DCF Model Builderginlix-ai/LangAlpha | 1.8k | — | ~7.7k | Automated safety check: Pass | Apache-2.0 |
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
rollingSirius/equity-research-skill
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ginlix-ai/LangAlpha
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FunnyKun/stock-value-analyzer
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ginlix-ai/LangAlpha
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rongxinzy/RongxinAI
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HKUDS/Vibe-Trading
Index of Eastmoney's free, no-token market data interfaces for China A-shares and Hong Kong stocks: fund flows, dragon-tiger lists, margin trading, reports and news.
HKUDS/Vibe-Trading
Retrieves public OKX cryptocurrency market data such as spot prices, candlesticks, funding rates and open interest through the OKX V5 REST API, with no authentication.
HKUDS/Vibe-Trading
Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.
HKUDS/Vibe-Trading
Predicts whether a mainland China A-share company risks an ST or *ST warning after its next annual report, using financial thresholds and Sina penalty records.
HKUDS/Vibe-Trading
Breaks a structural trend such as AI infrastructure into its physical supply chain and ranks lesser-known listed companies sitting on each bottleneck.
HKUDS/Vibe-Trading
Plans and drafts an eight-part, roughly 120k-word investigative series on one company, built around a strict fact-check pass rather than fast drafting.
Categories
Builds earnings forecasts and compares them with analyst consensus to find surprise trades, using top-down and bottom-up methods, SUE, post-announcement drift and revision momentum; Chinese text. Share prices in the short run are driven by the gap between earnings and expectations, so the skill looks for that gap in two ways: comparing your own forecast with consensus, and tracking momentum in analyst estimate revisions. Forecasting runs top-down, from GDP to industry to leading company revenue and margin assumptions to EPS, with a baijiu example, or bottom-up, splitting revenue into volume and price and checking margin and tax-rate assumptions.
Earnings Forecast and Surprise Trading fits situations like: comparing your EPS forecast with analyst consensus to find an expectations gap; computing SUE after an earnings release; planning a post-earnings drift trade around A-share reporting deadlines; tracking analyst upgrades and downgrades as a momentum signal.
Run `npx skills add HKUDS/Vibe-Trading --skill earnings-forecast -a claude-code`. Or copy the skill folder (agent/src/skills/earnings-forecast in HKUDS/Vibe-Trading) into .claude/skills/earnings-forecast in your project. Claude Code loads it when a task matches its description.
Run `npx skills add HKUDS/Vibe-Trading --skill earnings-forecast -a codex`. Or copy the skill folder (agent/src/skills/earnings-forecast in HKUDS/Vibe-Trading) into .agents/skills/earnings-forecast in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add HKUDS/Vibe-Trading --skill earnings-forecast -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/earnings-forecast, .gemini/skills/earnings-forecast, .github/skills/earnings-forecast and .opencode/skills/earnings-forecast in your project.
SKILL.md names no scripts, command-line tools or credentials: Earnings Forecast and Surprise Trading is instructions for the agent only. Our summary lists: Analyst consensus EPS data, which usually needs a paid terminal.
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.
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.
Earnings Forecast and Surprise Trading is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1k tokens (SKILL.md is roughly 4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Earnings Forecast and Surprise Trading: Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), Equity Initiation Report (ginlix-ai/LangAlpha, 1.8k stars) and Stock Value Analyzer (FunnyKun/stock-value-analyzer, 141 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
HKUDS (a GitHub organization) maintains it in HKUDS/Vibe-Trading, which has 35,163 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 10, 2026.
Source: HKUDS/Vibe-Trading on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.