valuation_snapshot_skill SKILL.md skillA
valuation_snapshot_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/valuation_snapshot_skill@git:20260519.104b3aaPins git:20260519.104b3aa in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wind-alice/alicemarket
- Path
skills/valuation_snapshot_skill/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260519.104b3aa, committed May 19, 2026
- First version recorded
- May 13, 2026
- Size
- 4,619 bytes
- Repository stars
- 153
- License
- none declared
快速判断个股当前估值的高低、历史分位、同业相对位置与重估条件。适用于先判断“贵不贵”、估值位置筛查、讨论赔率与预期要求等场景。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Valuation Snapshot Skill ## 数据依赖与执行前置条件 推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`；若没有，提示用户安装： ```bash # GitHub npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y # Gitee 镜像（国内） npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y ``` ## 技能定位 本技能用于快速回答“这只股票现在大致贵不贵”，并解释贵或便宜背后对应的市场预期。输出重点不是做完整估值模型，而是在有限时间内，用合适的估值口径、历史分位和同业对照，形成对当前赔率的初步判断。 ## 执行流程 ### Step 1：确认适用的估值视角 先判断公司更适合用什么估值口径来观察，常见包括： - 盈利驱动型公司，看利润类倍数 - 高增长或利润未稳定公司，看收入类倍数 - 资产属性明显公司，看净资产或重置价值 - 周期属性明显公司，看景气位置与中枢估值 若公司处于特殊阶段，应明确说明传统估值口径可能失真。 ### Step 2：提取当前估值水平与历史区间 收集当前估值指标，并尽可能放回历史坐标中判断： - 当前处于历史高位、中位还是低位 - 相较过去几个关键阶段是否明显溢价或折价 - 当前估值是否已显著偏离自身经营变化速度 若历史数据本身受极端事件影响，应单独说明，不可机械使用。 ### Step 3：加入同业与行业参照 估值判断不能只看自身历史，还要看相对位置： - 同行业龙头与二线公司的估值差异 - 市场给予溢价或折价的常见理由 - 当前公司所处位置是否合理反映其竞争地位、增长质量和风险结构 若是主题股或高波动股票，还要留意情绪因素对估值的短期扭曲。 ### Step 4：解释“估值位置”背后的预期要求 真正有用的估值判断，不是“倍数高/低”本身，而是： - 现在的价格隐含了多强的增长与盈利改善假设 - 未来需要兑现哪些条件，当前估值才站得住 - 哪些变量一旦失手，估值最容易被压缩 这一步要把估值和经营变量重新连接起来。 ### Step 5：判断重估或去估值的触发因素 列出未来最可能改变估值水平的因素，例如： - 财报超预期或低于预期 - 业务结构改善或恶化 - 行业景气趋势变化 - 政策、融资、市场风格切换 帮助使用者理解估值不是静态数字，而是动态预期的结果。 ### Step 6：输出简洁结论与使用建议 最终明确回答： …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/valuation_snapshot_skill@sha256:bd64efd2da3d9359The line at the top of this page pins the label git:20260519.104b3aa, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_4tunmxiqugovf4oq)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260519.104b3aa latest | 2026-05-19 | 104b3aa | 4,619 B | A | view · diff |
| git:20260518.6dd89eb | 2026-05-18 | 6dd89eb | 4,351 B | A | view · diff |
| git:20260514.5ec04f5 | 2026-05-14 | 5ec04f5 | 5,504 B | A | view · diff |
| git:20260513.e0daa30 | 2026-05-13 | e0daa30 | 4,283 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (4619 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_4tunmxiqugovf4oq GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/valuation_snapshot_skill GET https://markdownregistry.com/api/v1/blob/bd64efd2da3d935932247d5dba0b2c8b43dffbdb9590e57e5cf6529c3f1b1beb
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.