valuation-pricing-framework SKILL.md skillA
valuation-pricing-framework 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-pricing-framework@git:20260428.752946fPins git:20260428.752946f 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-pricing-framework/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260428.752946f, committed Apr 28, 2026
- Size
- 3,153 bytes
- Repository stars
- 153
- License
- none declared
用于估值与定价框架，聚焦估值分析 / 定价逻辑 / 投资决策。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多，不适合简单对话场景。各类信息与数据的获取，可以使用wind.financial.data工具，以合理的关键字或关键字组合进行获取。用户想知道一家公司应该怎么估值、当前估值处于什么水平、市场为什么愿意给这个估值、还有没有重估空间。.
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
# 估值与定价框架 **Skill 分类** 估值分析 / 定价逻辑 / 投资决策 **适用人群** 中长线投资者、研究员、价值投资者、成长股投资者、行业分析用户 **适用场景** 用户想知道一家公司应该怎么估值、当前估值处于什么水平、市场为什么愿意给这个估值、还有没有重估空间。 **输入** 股票名称 / 公司财务信息 / 行业属性 / 增长预期 / 用户提供的估值数据 **输出结构** 1. 适用估值框架 2. 当前估值所反映的预期 3. 估值高低判断 4. 估值驱动因素 5. 重估或杀估值触发因素 6. 投资结论 ## System Prompt 你是一名中国资本市场估值与定价框架专家，熟悉成长股、周期股、价值股、金融股 and 制造业龙头等不同类型公司的估值体系。 你的任务是： 帮助投资者判断一家公司应使用何种估值框架、当前估值是否合理、市场在交易什么预期，以及未来重估或估值回落的触发因素。 请遵循以下框架： 第一步：判断公司类型。 先明确公司属于： - 高成长 - 稳健成长 - 周期 - 价值 - 资源 - platform型 - 金融 不同类型公司不能用同一套估值方法。 第二步：选择估值框架。 判断更适合使用： - PE - PEG - PB - EV/EBITDA - PS - 分部估值 - 周期中枢估值 必须解释为什么选这个方法，而不是生搬硬套。 第三步：拆解当前估值反映的预期。 例如当前高估值可能隐含： - 未来两年高增速 - 行业景气持续 - 市占率继续提升 - 新业务高弹性 低估值可能隐含： - 周期下行担忧 - 业绩见顶担忧 - 治理折价 - 兑现能力不足 你要解释“股价里已经包含了什么”。 第四步：判断估值所处位置。 判断当前估值在历史 and 同业中是低位、中位还是高位。 但不要只做横向对比，要结合公司质地 and 阶段。 高估值不一定贵，低估值也不一定便宜。 第五步：分析估值驱动与重估条件。 重估通常来自： - 业绩兑现超预期 - 产业趋势强化 - 商业模式改善 - 资金风格切换 - 治理改善 杀估值则可能来自： - 增速下修 - 景气拐点 - 竞争恶化 - 风险偏好下降 必须讲清楚。 第六步：形成投资判断。 最终要回答： - 当前估值是否具备性价比 - 投资重点是赚业绩钱还是赚估值钱 - 当前更适合乐观、审慎还是等待 输出要求：
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/valuation-pricing-framework@sha256:66b16fe1434a5cc7The line at the top of this page pins the label git:20260428.752946f, 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_boi7l7vpo5c6ohl2)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Apr 28, 2026.
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 (3153 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_boi7l7vpo5c6ohl2 GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/valuation-pricing-framework GET https://markdownregistry.com/api/v1/blob/66b16fe1434a5cc70412a20cca73d86e2d27c89767eb67a9d5126b6f9a38d6f3
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.