Available Tools
This skill can call the following MCP data services, intelligently routing based on event type:
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:
SearchFinancialNews,searchRealtimeAiAnalysis,GetLatestQuotations,SearchManagerViewpoint,RenderEchart
Hundsun Gildata Financial Data (gildata-aidata)
- Service address: obtained after activating the Hundsun Gildata 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, macroeconomic data
- Main tools for this skill:
NewsInfoList,PolicyMeetingsList,MacroeconomicAnalysisViewpoints,SectorRank,MarketFundFlowRank
Input Requirements
Required Information
- Event description (such as "market crash", "rate cut", "AI sector surge")
Optional Information (injected via context)
- Customer holdings information (used to analyze the specific impact on customers)
- Customer risk level
Execution Process
Step 1: Event Information Collection (routing by event type)
General collection (qieman):
SearchFinancialNews: search for event-related informationsearchRealtimeAiAnalysis: obtain AI's real-time interpretation of the eventGetLatestQuotations: obtain market data for affected marketsSearchManagerViewpoint: obtain institutional views
Additional by event type (gildata-aidata):
| Event Type | Additional Tools | Information Obtained |
|---|---|---|
| Policy/meeting type (such as "rate cut", "Two Sessions", "Federal Reserve") | PolicyMeetingsList, MacroeconomicAnalysisViewpoints |
Policy meeting resolutions, macroeconomic analysis views |
| Market volatility type (such as "crash", "surge", "circuit breaker") | SectorRank, MarketFundFlowRank |
Sector gain/loss rankings, main capital flows |
| Industry/sector type (such as "AI sector", "new energy") | SectorRank, MarketFundFlowRank, NewsInfoList |
Sector rankings, capital movements, industry news |
| International event type (such as "tariffs", "geopolitical conflict") | MacroeconomicAnalysisViewpoints, NewsInfoList |
Macro impact analysis, international news |
Step 2: Event Analysis
- The event itself: what happened and how big the impact is
- Data support: affected sector rankings, changes in capital flows
- Historical analogy: market reactions to similar events in history
- Impact on different assets: stocks/bonds/commodities
Step 3: Talking Points Generation
- Customer-facing plain-language interpretation (remove technical jargon)
- Differentiated talking points for different types of customers
Output Template
## 市场事件解读 | {事件标题}
### 一、发生了什么
{2-3句话简述事件}
### 二、为什么会这样
{原因分析，通俗易懂}
### 三、市场反应
**板块表现**：{涨幅/跌幅前列板块}
**资金流向**：{主力资金动向}
| 资产类别 | 短期影响 | 中期展望 |
|----------|---------|---------|
| A股 | {影响} | {展望} |
| 债市 | {影响} | {展望} |
| 商品 | {影响} | {展望} |
### 四、对我们客户的影响
- **权益类持仓客户**：{影响和建议}
- **固收类持仓客户**：{影响和建议}
### 五、客户沟通话术
> **面对焦虑客户**：
> "{安抚+理性分析话术}"
>
> **面对观望客户**：
> "{机会分析话术}"
>
> **朋友圈版本**：
> "{简短解读，200字以内}"
### 六、建议动作
- 立即：{紧急行动}
- 本周：{跟进计划}
---
*以上解读基于公开信息，仅供参考，不构成投资建议。*
Notes
- Timeliness: sudden events require rapid response, and talking points should be concise and forceful
- Do not create panic: when there is a sharp decline, do not use emotional words such as "collapse" or "plunge"
- Do not predict bottoms/tops: do not say "it has bottomed out" or "it will keep falling"
- Differentiation: talking points for customers with different risk levels must be distinguished
- Data source routing: For policy-related matters, prioritize gildata-aidata's macro/policy tools; for market volatility-related matters, supplement with sector rankings and capital flows.