expectation-repricing skillA
expectation-repricing is agent-read markdown (skill) from weaxs/stock-analysis-plugin: 预期重估分析：比较市场预期与可验证事实，判断正负预期差、定价程度和重估失效条件。.
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What the file says
# 预期重估分析 ## 输入数据说明 先运行： ```bash python3 scripts/gather.py <symbol> ``` gather 工具返回： - `quote` — 实时行情（PE/PB/市值） - `kline` — 60 日 K 线数据 - `technical` — 技术指标（趋势确认） - `financials` — 财务数据（ROE/利润率/增速） - `news` — 近期新闻（预期变化线索） - `stock_info` — 公司基本信息 - `sector_rankings` — 板块排名 一致预期、管理层指引、历史估值分位、自由现金流和同业估值不在 gather 的固定返回中。没有可引用的外部证据时，标为“未验证”，不给出重估幅度。 ## 分析框架（4 步法） ### 1. 预期来源识别 定位当前市场一致预期的来源： - **业绩指引**：公司管理层给出的增长指引 - **分析师预期**：券商研报一致盈利预测 - **订单/数据**：行业高频数据、月度销售 - **政策变化**：新政策改变行业增长逻辑 - **产业趋势**：技术突破、渗透率拐点 ### 2. 预期差方向判断 - **正向预期差**：实际将好于市场预期（利好未被充分定价） - **负向预期差**：实际将差于市场预期（风险未被充分定价） - **已充分反映**：当前股价已合理反映预期 ### 3. 估值重估评估 结合基本面判断重估空间： - PE/PB 当前分位 vs 行业/历史均值 - ROE 变化趋势（是否支撑更高估值） - 自由现金流（估值的锚） - 同业对比（估值折价/溢价是否合理） ### 4. 价格确认 技术面验证预期差逻辑： - 趋势方向是否与预期差一致 - 放量突破 = 市场开始认同新预期 - 缩量回调 = 市场尚未形成共识 ## 评分调整规则 基准分 50，根据以下条件调整： - 正向预期差且未反映在股价中：+15 - 多个独立信号共同指向同一方向：+8 - 估值仍有安全边际（PE/PB < 历史中位数）：+6 - 连续上涨已消化正向预期差：-5 - 预期差方向不明确/证据不足：-8 - 核心逻辑被证伪（数据反转）：-15 ## 输出格式 1. 预期差摘要（一句话描述核心发现） 2. 预期来源与偏差方向 3. 估值重估空间量化 4. 综合评分（0-100）及理由 5. 交易建议与失效条件 完成标准：每个预期差结论都对应一项可验证的市场预期和一项实际数据；任一侧缺失时，结论降级为待验证假设。
Read the whole file at its exact version.
How to install
mdr add weaxs/stock-analysis-plugin/expectation-repricing@git:20260916.70e8228mdr add weaxs/stock-analysis-plugin/expectation-repricing@sha256:73bcaa276234443aPin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.
[](https://markdownregistry.com/a/art_bhp7r2jtptusvljs)
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Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260916.70e8228 latest | 2026-09-16 | 70e8228 | 2,589 B | A | view · diff |
| git:20260916.a1ca926 | 2026-09-16 | a1ca926 | 2,533 B | A | view · diff |
| git:20260521.076544a | 2026-05-21 | 076544a | 2,336 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 (2589 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
weaxs/stock-analysis-plugin · 24 stars · license none · pushed 2026-09-23 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_bhp7r2jtptusvljs GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/expectation-repricing GET https://markdownregistry.com/api/v1/blob/73bcaa276234443a87712751ea5f3659c93d119d9cad24523106bfe9da6feeb8
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