claude-data-analysis-u…
基于 Claude Skill 架构的智能数据分析平台。提供两套完整的技能体系: 通用数据分析技能 - 6阶段完整分析流程 互联网数据分析技能 - 7个专业分析模块 + 1个入口技能
Investment Research Edition - 专业股票投资尽调系统 ⚖️ 免责声明 本研究报告不构成投资建议或推荐。所有投资存在风险,包括本金损失。 重要提示: 本报告仅供教育和信息用途 部分数据需要通过官方渠道验证 过往业绩不代表未来表现 投资决策前请自行进行尽职调查 建议咨询合格的财务顾问 🎓 研究框架 本研究基于 Claude Code Deep Research 系统: 方法论: 8阶段股票投资尽调框架 智能体: 28个并行研究智能体 工具: WebSearch、WebFetch、综合分析
$ npx -y skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --agent claude-code
What's inside
Investment Research Edition - 专业股票投资尽调系统
⚖️ 免责声明
本研究报告不构成投资建议或推荐。所有投资存在风险,包括本金损失。
重要提示:
🎓 研究框架
本研究基于 Claude Code Deep Research 系统:
This repository contains two specialized deep research frameworks for Claude Code:
An 8-phase investment due diligence framework for analyzing publicly traded companies, inspired by professional investment research methodologies.
Key Capabilities:
Research Coverage:
Output: Signal rating (🟢🟢🟢 Strong Buy / 🟡🟡🟡 Hold / 🔴🔴 Avoid) based on fundamental analysis
A flexible 7-phase framework for general research topics (business, technology, academic, etc.).
| File/Folder | Purpose |
|---|---|
| CLAUDE.md | Master instructions for Claude Code |
| .claude/skills/stock-question-refiner/ | Stock research question refinement skill |
| .claude/skills/stock-research-executor/ | 8-phase investment due diligence executor |
| .claude/commands/stock-research.md | Main stock research command |
| .claude/skills/citation-validator/ | Citation verification skill |
| .claude/skills/got-controller/ | Graph of Thoughts controller |
| .claude/skills/synthesizer/ | Findings synthesis skill |
| STOCK_RESEARCH_IMPLEMENTATION_PLAN.md | Stock research system design document |
| CLAUDE2.md | Graph of Thoughts implementation details |
| PROJECT_UNDERSTANDING.md | Architecture deep dive |
| IMPLEMENTATION_GUIDE.md | User guide |
# Start Claude Code
claude
# Set model (optional, but recommended)
/model opus
# Execute stock research
/stock-research [股票代码或公司名称]
# Examples:
/stock-research 600519 # 贵州茅台 (A-share)
/stock-research AAPL # 苹果公司 (US)
/stock-research 腾讯 00700.HK # 腾讯控股 (HK)
The system will:
RESEARCH/STOCK_[ticker]_[company]/Time: 2-4 hours for standard due diligence
RESEARCH/STOCK_600519_Kweichow_Moutai/
├── 00_Executive_Summary.md # 🟡🟡🟡 Hold / Fairly Valued
├── 01_Business_Foundation.md # Products, revenue, customers
├── 02_Industry_Analysis.md # Industry cycle, competition
├── 03_Business_Breakdown.md # Profit drivers, economics
├── 04_Financial_Quality.md # Cash flow, margins, red flags
├── 05_Governance_Analysis.md # Ownership, management
├── 06_Market_Sentiment.md # Bull/bear cases
├── 07_Valuation_Moat.md # Moat rating, valuation
├── Financial_Data/ # Metrics, trends, peer comparison
├── Valuation/ # DCF, scenarios
├── Risk_Monitoring/ # Bear case, monitoring checklist
└── sources/ # Citations with quality ratings
| Phase | Focus | Output |
|---|---|---|
| 1. Business Foundation | 公司事实底座 | Products, revenue mix, customers, value chain, strategy |
| 2. Industry Analysis | 行业周期分析 | Cycle stage, supply-demand, competition, policy impacts |
| 3. Business Breakdown | 业务拆解 | Segments, profit engines, pricing power, economics |
| 4. Financial Quality | 财务质量 | Metrics trends, cash flow vs. earnings, red flags, peers |
| 5. Governance Analysis | 股权治理 | Ownership, management, capital allocation, ROIC |
| 6. Market Sentiment | 市场分歧 | Bull case, bear case, key debates, verification nodes |
| 7. Valuation & Moat | 估值护城河 | Moat rating (0-5), relative/absolute valuation, risks |
| 8. Final Synthesis | 综合报告 | Signal rating, thesis, monitoring checklist |
The system adapts research approach based on investment style:
| Style | Focus | Valuation Methods | Key Metrics |
|---|---|---|---|
| Value (价值投资) | Intrinsic value, margin of safety | P/B, EV/EBITDA, DCF (conservative) | P/B, normalized earnings, FCF yield |
| Growth (成长投资) | TAM, competitive positioning | PEG, DCF (aggressive), user models | Revenue growth, moat, TAM penetration |
| Turnaround (困境反转) | Liquidity, solvency, catalysts | Liquidation value, option value | Debt ratios, cash runway, catalyst timeline |
| Dividend (红利投资) | Dividend sustainability | DDM, FCF yield, yield comparison | Dividend yield, payout ratio, FCF coverage |
Mandatory Cross-Validation:
Citation Requirements:
Signal Rating (based on fundamentals only):
User: /stock-research 贵州茅台 600519
Claude: 我可以帮您研究贵州茅台。让我先了解您的投资需求:
1. 投资风格:价值投资/成长投资/困境反转/红利投资?
2. 持有周期:短期(<6月)/中期(6-18月)/长期(1-3年以上)?
3. 关注重点:生意质量/财务质量/估值/公司治理 (选2-3个)
4. 风险偏好:保守/平衡/激进?
User: 价值投资,长期持有3年以上,关注:生意质量、公司治理、估值,风险保守
Claude: [Generating research plan...]
[Deploying 28 parallel research agents...]
[Analyzing 5-10 years of financial data...]
[Comparing with Wuliangye, Yanghe, Fenjiu...]
[Assessing competitive moat...]
[DCF valuation with 3 scenarios...]
[Identifying bear case risks...]
Output: RESEARCH/STOCK_600519_Kweichow_Moutai/
🟡🟡🟡 Hold / Fairly Valued
Investment Thesis:
茅台是中国领先的白酒品牌,拥有强大的品牌护城河和定价能力。然而当前估值(P/E 32x)安全边际有限。建议继续持有现有仓位,但新投资应等待10-15%回调至¥1,750-1,850区间。
Key Metrics:
- Market Cap: ¥2.8T
- P/E (TTM): 32x (above 5-year average)
- Gross Margin: 91.2%
- ROE: 31%
- Moat Rating: 5/5 (Very Strong)
Top 3 Reasons to Consider:
1. Unassailable brand moat with 800-year heritage
2. Exceptional margins (91% gross, 53% net)
3. Strong cash generation (OCF/NI > 1.0)
Top 3 Reasons to Avoid:
1. Full valuation (P/E 32x, limited margin of safety)
2. Regulatory risk (government scrutiny of luxury pricing)
3. Competitive intensification (Wuliangwa narrowing gap)
Monitoring Checklist:
✅ Strengthen: Price pulls back 10-15% to ¥1,750-1,850
❌ Exit: Price drops below ¥1,300 (-35%), net margin < 45%
[Full report: 20 files, 127 sources, 50+ pages]
User: /stock-research [ticker]
↓
stock-question-refiner skill
- Asks: Investment style? Holding period? Focus areas? Risk tolerance?
↓
Structured Research Prompt (investment parameters, priorities, constraints)
↓
stock-research-executor skill
├─ Phase 1: Business Foundation (4 parallel agents)
├─ Phase 2: Industry Analysis (4 parallel agents)
├─ Phase 3: Business Breakdown (4 parallel agents)
├─ Phase 4: Financial Quality (4 parallel agents)
├─ Phase 5: Governance Analysis (4 parallel agents)
├─ Phase 6: Market Sentiment (4 parallel agents)
└─ Phase 7: Valuation & Moat (4 parallel agents)
↓
citation-validator skill
- Verifies all claims have citations
- Rates source quality (A-E)
↓
Comprehensive Investment Due Diligence Report
- Signal rating
- 8 phase reports
- Financial data tables
- Valuation analysis
- Risk monitoring checklist
[ Question ] → [ stock-question-refiner ]
↓
[ Structured Prompt ]
↓
[ research-executor ]
├─ Planning (break into subtopics)
├─ Multi-Agent Research (parallel)
├─ Source Triangulation (A-E rating)
└─ Synthesis (combine findings)
↓
[ Citation Validation ]
↓
[ Research Report ]
The system automatically adapts based on:
Investment Style:
Holding Period:
Risk Tolerance:
Adjust research parameters by answering the question-refiner's questions with your specific needs:
MIT License. See LICENSE file for full details.
⚠️ WARNING / 重要提示:
Stock Research System:
股票研究系统:
For detailed documentation:
CLAUDE.md for Claude Code instructionsSTOCK_RESEARCH_IMPLEMENTATION_PLAN.md for system design.claude/skills/*/ for skill-specific instructions1.claude/
commands/
plan-research.md
refine-question.md
stock-research.md
synthesize-findings.md
validate-citations.md
settings.local.json
skills/
citation-validator/
examples.md
instructions.md
SKILL.md
got-controller/
examples.md
instructions.md
SKILL.md
question-refiner/
examples.md
instructions.md
SKILL.md
research-executor/
examples.md
instructions.md
SKILL.md
stock-question-refiner/
examples.md
instructions.md
SKILL.md
stock-research-executor/
examples.md
instructions.md
phases.md
SKILL.md
synthesizer/
examples.md
instructions.md
SKILL.md
CLAUDE.md
Claude2.md
CLAUDE3.md
IMPLEMENTATION_GUIDE.md
PROJECT_UNDERSTANDING.md
README.md
RESEARCH/
AI_Industry_Applications/
00_封面与目录.md
01_执行摘要.md
02_引言.md
03_AI技术概述.md
04_各行业应用分析_综合版.md
05_跨行业挑战与解决方案.md
06_经济效益分析.md
07_对个人和社会的影响.md
08_未来趋势与展望.md
09_结论与建议.md
10_参考文献.md
README.md
research_notes/
交通物流行业研究.md
其他行业研究.md
制造业研究.md
医疗健康行业研究.md
快速参考手册.md
教育行业研究.md
数据可视化建议.md
经济效益和ROI研究.md
零售电商行业研究.md
附录/
A_术语表.md
Baijiu_Policy_Risk_Analysis/
01_历史政策影响分析.md
02_当前政策环境评估.md
03_潜在政策风险清单.md
04_外部变量分析.md
05_茅台应对策略评估.md
06_风险等级排序与监控建议.md
07_数据验证清单.md
README.md
STOCK_00020_HK_SenseTime/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
README.md
STOCK_00285_HK_BYD_Electronic/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
README.md
STOCK_00700_HK_Tencent/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
README.md
Risk_Monitoring/
bear_case.md
monitoring_checklist.md
sources/
bibliography.md
STOCK_00981_HK_SMIC/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04-08_Comprehensive_Analysis.md
phase1_annual_report_search.txt
phase1_business_foundation_search.txt
phase1_customer_analysis.txt
phase1_huawei_relation.txt
phase1_technology_nodes.txt
phase2_competition_analysis.txt
phase2_equipment_restriction.txt
phase2_industry_cycle.txt
phase3_capacity_expansion.txt
phase3_profitability_analysis.txt
phase3_segment_analysis.txt
phase4_debt_analysis.txt
phase4_financial_quality.txt
phase4_peer_comparison.txt
phase4_recent_earnings.txt
phase5_dividend_policy.txt
phase5_governance_structure.txt
phase5_management_team.txt
phase6_domestic_substitution.txt
phase6_market_sentiment.txt
phase7_dcf_valuation.txt
phase7_historical_valuation.txt
phase7_moat_analysis.txt
phase7_valuation_metrics.txt
README.md
risk_sanctions.txt
STOCK_00992_HK_Lenovo/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
README.md
sources/
bibliography.md
STOCK_01024_HK_Kuaishou/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
Financial_Data/
key_metrics_table.md
README.md
Risk_Monitoring/
monitoring_checklist.md
sources/
bibliography.md
data_sources.md
STOCK_01810_HK_Xiaomi_Final/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
Financial_Data/
key_metrics_table.md
README.md
STOCK_02015_HK_Li_Auto/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
README.md
STOCK_03690_HK_Meituan/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
README.md
STUDY_SUMMARY.md
STOCK_03693_HK_GDS/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
README.md
sources.md
STOCK_03888_HK_Kingsoft/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
Financial_Data/
key_metrics_table.md
README.md
sources/
bibliography.md
STOCK_06060_HK_ZhongAn/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
README.md
STOCK_06618_HK_JDHealth/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
Financial_Data/
key_metrics_summary.md
README.md
sources/
bibliography.md
STOCK_09618_HK_JD_com/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
README.md
sources/
bibliography.md
STOCK_09626_HK_Bilibili/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
08_Final_Synthesis.md
Financial_Data/
key_metrics_table.md
README.md
Risk_Monitoring/
monitoring_checklist.md
sources/
bibliography.md
STOCK_09868_HK_XPeng_Fresh/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
README.md
STOCK_09988_HK_Alibaba/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
03_Business_Breakdown.md
04_Financial_Quality.md
05_Governance_Analysis.md
06_Market_Sentiment.md
07_Valuation_Moat.md
08_Final_Synthesis.md
STOCK_09988_HK_AliHealth/
00_执行摘要.md
01_业务基础分析.md
02_行业分析.md
03_业务拆解.md
04_财务质量评估.md
05_公司治理分析.md
06_市场情绪分析.md
07_估值护城河.md
08_综合投资报告.md
Financial_Data/
key_metrics_table.md
README.md
Risk_Monitoring/
bear_case.md
sources/
bibliography.md
STOCK_1211_HK_BYD/
00_Executive_Summary.md
Financial_Data/
key_metrics_table.md
README.md
Valuation/
valuation_assessment.md
STOCK_300750_SZ_CATL/
00_Executive_Summary.md
01_Business_Foundation.md
02_Industry_Analysis.md
07_Valuation_Moat.md
Competitive_Moat_Assessment.md
README.md
STOCK_600519_Kweichow_Moutai/
STOCK_600519_Kweichow_Moutai_Revenue_Profit_Analysis_2020-2023.md
00_Executive_Summary.md
Financial_Data/
key_metrics_table.md
Product_Lines/
01_Product_Lines_Research_Framework.md
02_Data_Collection_Templates.md
README.md
README.md
Risk_Monitoring/
monitoring_checklist.md
sources/
bibliography.md
STOCK_600519_Moutai_Strategic_Analysis/
00_执行摘要.md
01_提价策略分析.md
02_渠道改革分析.md
03_产能扩张分析.md
04_数字化战略分析.md
05_产品创新与年轻化战略分析.md
06_国际化战略分析.md
07_ESG与可持续发展分析.md
08_战略执行效果综合评估.md
09_数据验证清单与来源指南.md
10_行业竞争格局分析.md
11_分部经济学深度分析.md
11_利润驱动因素量化分析_量价利分解.md
11_定价权与客户经济性分析.md
README.md
白酒行业周期分析_2024-2025.md
skills.md
STOCK_RESEARCH_IMPLEMENTATION_PLAN.md
中期价值投资研究报告.md
投资股票提示语流程说明.md基于 Claude Skill 架构的智能数据分析平台。提供两套完整的技能体系: 通用数据分析技能 - 6阶段完整分析流程 互联网数据分析技能 - 7个专业分析模块 + 1个入口技能
FAQ
claude-code-stock-deep-research-agent is a Claude Code plugin with 7 hand-picked skills for research work, indexed on Flowy. Install it with the command on its page. It includes citation-validator, got-controller, question-refiner. Its skills do not fire on their own yet. Request auto-invocation to have Flowy route them as you prompt. Free and open source.