Eastmoney Market Data
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.
Runs a structured industry research workflow: tests an investment logic chain, maps the supply chain, scans listed companies and applies four investors' frameworks to segment leaders.
SKILL.md written in Chinese; this summary is our English description.
$ npx skills add xbtlin/ai-berkshire --skill industry-research -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install xbtlin/ai-berkshire industry-research --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/xbtlin/ai-berkshire.git skills-src && mkdir -p .claude/skills && cp -r skills-src/codex-skills/industry-research .claude/skills/industry-research && 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 "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .claude/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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/xbtlin/ai-berkshire/tree/main/codex-skills/industry-researchType 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 xbtlin/ai-berkshire --skill industry-research -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install xbtlin/ai-berkshire industry-research --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .agents/skills && cp -r skills-src/codex-skills/industry-research .agents/skills/industry-research && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .agents/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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 xbtlin/ai-berkshire --skill industry-research -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install xbtlin/ai-berkshire industry-research --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/codex-skills/industry-research .cursor/skills/industry-research && 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 "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .cursor/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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/xbtlin/ai-berkshire.git --path codex-skills/industry-research--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 xbtlin/ai-berkshire --skill industry-research -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install xbtlin/ai-berkshire industry-research --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/codex-skills/industry-research .gemini/skills/industry-research && 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 "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .gemini/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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 xbtlin/ai-berkshire industry-researchInstalls 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 xbtlin/ai-berkshire --skill industry-research -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .github/skills && cp -r skills-src/codex-skills/industry-research .github/skills/industry-research && 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 "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .github/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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 xbtlin/ai-berkshire --skill industry-research -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install xbtlin/ai-berkshire industry-research --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/codex-skills/industry-research .opencode/skills/industry-research && 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 "industry-research" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/industry-research into .opencode/skills/industry-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-research", 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.
industry-researchRuns a structured industry research workflow: tests an investment logic chain, maps the supply chain, scans listed companies and applies four investors' frameworks to segment leaders.
The SKILL.md is mainly in Chinese and begins with a Codex adapter note: use the nearest Codex equivalent of Claude-only tools, run the date command first so the report states a data cutoff, use shared scripts such as financial_rigor.py from the repository's tools folder, cross-check financial data, use exact arithmetic for valuation, and label uncertainty and source gaps. The task then follows a set sequence for a named industry.
Step one draws the logic chain from an underlying trend to beneficiaries, questions each link and looks for real signed or landed business events rather than forecasts. Step two splits the industry into upstream, midstream and downstream, notes each link's business model, margin range, competition, barriers and cyclicality, and marks bottleneck links. Later steps scan listed companies in A-shares, Hong Kong, the US and elsewhere, apply four investors' frameworks to segment leaders and suggest an industry-level allocation. A section on AI bias covers mature-industry, emerging-industry and large-company effects. The excerpt is cut off there.
5 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit a221a20. 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.
Shell commands in SKILL.md call:
python3From 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.
Industry Investment Research Framework loads about 1.4k tokens when it runs. Until then it costs about 26 tokens; SKILL.md has 441 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 xbtlin/ai-berkshire at commit a221a20, republished under its MIT licence (© xbtlin). 441 words, ~1,435 tokens.
.claude/skills/industry-research/SKILL.md (or your agent's skills folder).This skill is generated from skills/industry-research.md so Claude Code and Codex users share one canonical workflow.
$ARGUMENTS as the user's request in the current Codex thread.tools/ in this repository. Prefer running commands from the repository root with paths like python3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path.date command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data.AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.对 $ARGUMENTS 行业进行系统化产业链投资研究。
从一个投资主题/逻辑链出发,完成:
用箭头链路表达从"底层趋势"到"受益标的"的因果关系,例如:
底层趋势 A
→ 导致需求 B
→ 创造瓶颈/刚需 C
→ 受益产业链 D对逻辑链的每个箭头提出质疑并寻找证据:
| 环节 | 核心假设 | 验证方式 | 数据来源 |
|---|---|---|---|
| A→B | 搜索行业数据/预测 | ||
| B→C | 搜索供需分析 | ||
| C→D | 搜索实际案例/签约 |
列出支撑该逻辑链的已签约/已落地的真实商业事件(而非预测),例如大公司的采购协议、政策文件、行业报告等。
将行业拆解为上游→中游→下游→辅助环节,例如:
上游:原材料/资源开采 → 材料加工/提纯
中游:核心设备制造 → 系统集成/工程建设 → 新技术研发
下游:运营/服务 → 终端客户
辅助:检测/认证 → 维护服务 → 金融工具(ETF/信托)对每个环节标注:
| 环节 | 商业模式 | 毛利率区间 | 竞争格局 | 壁垒类型 | 周期性 |
|---|---|---|---|---|---|
| 卖资源/卖设备/卖服务/收租 | 垄断/寡头/充分竞争 | 资源/牌照/技术/规模 | 强/中/弱 |
识别产业链中供给最紧张、替代最难、利润率最高的环节——这些往往是最佳投资标的所在。
行业研究中,AI数据偏见会以独特方式放大:
行业级偏见:
| 偏见类型 | 表现 | 应对 |
|---|---|---|
| 成熟行业偏好 | 传统行业(银行/能源/消费)资料极多,AI分析看起来"更确定" | 确定性来自商业模式,不来自研报数量 |
| 新兴行业低估 | 新行业(AI应用/合成生物等)资料少,AI分析偏保守 | 用"终局思维"而非"当前数据"判断行业价值 |
| 龙头偏好 | 大公司资料远多于小公司,AI天然倾向推荐龙头 | 小公司可能有更好的风险回报比,不要因为AI分析篇幅短就忽略 |
| 上市偏好 | 只扫描上市公司会遗漏产业链中的关键未上市玩家 | 必须搜索未上市公司,标注"未来IPO候选" |
| 英文偏好 | AI对英文资料的处理能力更强,可能低估中国/亚洲市场玩家 | 必须同时搜索中英文信息源 |
产业链扫描中的反偏见措施:
使用 Task 工具启动后台 Agent,全面搜索该行业所有上市公司。
按产业链环节分类,每个环节一张表,包含所有扫描到的公司。 再按投资确定性分层:
对每个产业链环节的Tier 1和Tier 2公司,执行以下分析(Tier 3/4公司简要点评即可):
用五类护城河评分(★1-5):
| 护城河 | 强度 | 证据 |
|---|---|---|
| 品牌/定价权 | ||
| 转换成本 | ||
| 网络效应 | ||
| 规模效应 | ||
| 技术/牌照壁垒 |
追问:10年后护城河还在吗?
用★1-5标注:
| 风险 | 概率 | 影响 | 应对策略 |
|---|---|---|---|
| 投资逻辑链的某个环节被证伪 | |||
| 替代技术出现 | |||
| 政策/监管黑天鹅 | |||
| 需求周期性回调 | |||
| 估值泡沫破裂 |
找到历史上类似的产业链投资主题,分析其最终结局:
按以下结构输出:
| 层级 | 仓位占比 | 标的 | 所属环节 | 核心逻辑 |
|---|---|---|---|---|
| 核心仓位 | 占主题仓位50-60% | 最确定、护城河最宽 | ||
| 卫星仓位 | 占主题仓位25-35% | 弹性较大、确定性稍低 | ||
| 期权仓位 | 占主题仓位5-15% | 高风险高回报,可以归零 | ||
| ETF替代 | 可替代以上全部 | 不想选股的"懒人方案" |
| 信号类型 | 具体条件 |
|---|---|
| 加仓信号 | |
| 减仓信号 | |
| 清仓信号 |
根据投资逻辑链的确定性和风险程度,建议该主题占总仓位的上限百分比。
| 维度 | 结论 | 信心度 |
|---|---|---|
| 投资逻辑链(验证程度) | ||
| 最佳环节(段永平"对的生意") | ||
| 最宽护城河(巴菲特) | ||
| 最大风险(芒格) | ||
| 文明趋势定位(李录) | ||
| 整体估值水平 |
用引用格式,模拟四位大师对该行业投资机会的点评。
~/[行业名]产业链投资研究报告.md报告写入后,执行数据抽检,通过方可发布:
# Step 1 — 提取抽检清单(15%随机抽样)
python3 tools/report_audit.py extract \
--report <报告文件路径>
# Step 2 — 对清单每项从可靠信源取数(参见 skills/financial-data.md)
# Step 3 — 输出准出/打回判决
python3 tools/report_audit.py verdict \
--results '<填好的JSON>' \
--report <报告文件名>【准出】 全部通过 → 报告可发布;【打回】 有不通过 → 修正后重审。
© xbtlin, 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 codex-skills/industry-research of xbtlin/ai-berkshire.
Open the folder on GitHubat commit a221a20
Industry Investment Research Framework 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 |
|---|---|---|---|---|---|---|
| Industry Investment Research Framework this skillxbtlin/ai-berkshire | 17k | — | ~1.4k | Automated safety check: Pass | MIT | |
| Eastmoney Market DataHKUDS/Vibe-Trading | 35k | — | ~1k | Automated safety check: Pass | MIT | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| SEC EDGAR Filings FetcherHKUDS/Vibe-Trading | 35k | — | ~1.4k | Automated safety check: Pass | MIT | |
| A-Share Daily Reviewqusong0627/QuantMind | 1.7k | — | ~1.9k | Automated safety check: Pass | AGPL-3.0 | |
| Futu OpenAPI Market and Trading Assistantqusong0627/QuantMind | 1.7k | — | ~3.3k | Automated safety check: Notes | AGPL-3.0 |
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.
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.
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.
qusong0627/QuantMind
Produces a post-market review report for the China A-share market from local QuantDB data, news sentiment and model signals, ending in a next-day direction call.
qusong0627/QuantMind
Queries Futu quotes, options, fundamentals and accounts and places orders through the Futu OpenAPI Python SDK, defaulting to simulated trading.
Geeksfino/finskills
Free Python scripts that fetch US stock data, SEC filings, insider trades and macro indicators, and run financial score calculators and portfolio analytics.
xbtlin/ai-berkshire
Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.
xbtlin/ai-berkshire
Plans and writes a three-to-eight-part long-form article series that breaks down one company, built on fact-checked financials, valuation and management analysis.
xbtlin/ai-berkshire
Reads a company's filings and earnings call material in depth, rates how complete the sources are and extracts the key figures into a structured review.
xbtlin/ai-berkshire
Runs four parallel analyst personas over one earnings report, then an editor and reader-review pass turn the findings into a publishable article.
xbtlin/ai-berkshire
A four-step research framework for finding and tracking high-growth core companies in one industry: map the sector, ask core questions, verify, then hold to the turning point.
xbtlin/ai-berkshire
A research rule set for pulling company financials from prioritized sources by market and cross-checking every key figure against two independent sources.
Works with
Categories
Runs a structured industry research workflow: tests an investment logic chain, maps the supply chain, scans listed companies and applies four investors' frameworks to segment leaders. py from the repository's tools folder, cross-check financial data, use exact arithmetic for valuation, and label uncertainty and source gaps. The task then follows a set sequence for a named industry.
Industry Investment Research Framework fits situations like: researching an industry from an investment theme to listed companies; mapping an industry's upstream, midstream and downstream links; testing each link of an investment thesis against real evidence; screening segment leaders across several stock markets.
Run `npx skills add xbtlin/ai-berkshire --skill industry-research -a claude-code`. Or copy the skill folder (codex-skills/industry-research in xbtlin/ai-berkshire) into .claude/skills/industry-research in your project. Claude Code loads it when a task matches its description.
Run `npx skills add xbtlin/ai-berkshire --skill industry-research -a codex`. Or copy the skill folder (codex-skills/industry-research in xbtlin/ai-berkshire) into .agents/skills/industry-research 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 xbtlin/ai-berkshire --skill industry-research -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/industry-research, .gemini/skills/industry-research, .github/skills/industry-research and .opencode/skills/industry-research in your project.
Going by SKILL.md and its folder, Industry Investment Research Framework needs the command-line tools its instructions call (python3). Our summary lists: Python 3 to run the repository's financial tools; Web search for current industry data.
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.
Industry Investment Research Framework is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.4k tokens (SKILL.md is roughly 5.7k 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 Industry Investment Research Framework: Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars), SEC EDGAR Filings Fetcher (HKUDS/Vibe-Trading, 35k stars) and A-Share Daily Review (qusong0627/QuantMind, 1.7k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
xbtlin (a GitHub user) maintains it in xbtlin/ai-berkshire, which has 16,676 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 8, 2026.
Source: xbtlin/ai-berkshire on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.