hot-product-briefing

Key Product Selling Points

Available Tools

This skill can call the following MCP data services, to be selected as needed during the execution process:

Yingmi Financial Data (qieman)

• Service address:https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse
• Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
• Main tools for this skill:BatchGetFundsDetail, GetBatchFundPerformance, GetFundDiagnosis, AnalyzeFundRisk, BatchGetFundTradeLimit, SearchFunds, GuessFundCode

Hundsun Golden Source Financial Data (gildata-aidata)

• Service address: obtained after activating the Hundsun Golden Source MCP service, in the format https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp
• Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and public sentiment, wealth management products, macro data
• Optional tools for this skill:ProductBasicInfoList, FundManagerInfoReport

Input Requirements

Required Information

• Product name or fund code

Optional Information

• Target customer group (e.g., "for conservative customers" "suitable for young people")
• Dimensions to highlight (return/safety/liquidity)
• Product type (fund/wealth management product); if it is a wealth management product, gildata-aidata will be used first

Execution Process

Step 1: Product Data Collection

Fund category (qieman):

• Call BatchGetFundsDetail to obtain complete product information
• Call GetBatchFundPerformance to obtain performance data
• Call GetFundDiagnosis to obtain diagnostic evaluation
• Call AnalyzeFundRisk to obtain risk assessment
• Call BatchGetFundTradeLimit to view trading restrictions

Wealth management products (gildata-aidata, if applicable):

• Call ProductBasicInfoList to obtain wealth management product details (issuer, term, performance benchmark, fees)

Manager background enhancement (gildata-aidata, optional):

• Call FundManagerInfoReport to obtain detailed background of the fund manager (education, work experience, awards, etc.) to enrich selling-point scripts

Step 2: Selling Point Refinement

• Refine 3-5 core selling points from the data
• Translate professional data into language customers can understand
• Prepare standard responses to the 5 questions customers ask most often

Step 3: Target Customer Group Analysis

• Based on the product's risk level and characteristics, describe the most suitable customer profile

Output Template

## 产品卖点速览 | {产品名称}({代码})

### 产品面板
| 项目 | 详情 |
|------|------|
| 类型 | {基金类型/理财产品} |
| 规模/期限 | {X}亿/{X}个月 |
| 经理/发行方 | {姓名/机构} |
| 风险等级 | {R等级} |
| 起购金额 | {X}元 |
| 近1年收益/业绩基准 | {X}% |

### 核心卖点（可直接用于客户沟通）
1. **{卖点1标题}**：{通俗化描述}
2. **{卖点2标题}**：{通俗化描述}
3. **{卖点3标题}**：{通俗化描述}

### 一句话推荐语
> "{适合在不同场景使用的推荐短语}"

### 适合什么客户
- 适合：{适合的客户类型}
- 不适合：{不适合的客户类型}

### 常见问题FAQ
| 客户问题 | 参考回答 |
|---------|---------|
| "安不安全？" | "{回答}" |
| "收益能有多少？" | "{回答}" |
| "什么时候能取？" | "{回答}" |
| "跟XX比怎么样？" | "{回答}" |
| "现在能买吗？" | "{回答}" |

---
*产品介绍基于公开数据整理，不构成投资建议。过往业绩不预示未来表现。*

Precautions

• Compliance red line: no return promises may appear in selling points
• Plain language: translate professional terminology into customer language
• Objectivity: mention both advantages and precautions
• Practicality: selling-point scripts must be "ready to use"
• Category adaptation: funds and wealth management products have different selling-point emphases (funds emphasize manager + performance, wealth management emphasizes term + safety)