stock_first_look_skill

Stock First Look Skill

Data Dependencies and Execution Prerequisites

It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether there is already wind-mcp-skilllocally; if not, prompt the user to install:

# 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

Skill Positioning

This skill is used to help users establish a "sufficient and discussable" first-layer understanding of an unfamiliar stock in as short a time as possible. The output focus is not comprehensive due diligence, but first answering five questions: what the company does, why it is worth looking at, what the market is debating, roughly how expensive it currently is, and which pieces of information should be filled in first before continuing research.

Execution Process

Step 1: Confirm the analysis target and research context

First confirm the stock name, ticker, listing location, and industry, and identify the user's true purpose at this time:

• It is the first contact, and they want to quickly build basic understanding
• Or they are already following it and only want to judge whether it is worth further study
• Whether it is for personal judgment or for verbal reporting to the team

If the user has not given a clear goal, proceed by default under the scenario of "researching a stock for the first time and judging whether it is worth continuing to follow up."

Step 2: Distill the company's most core basic facts

First compress the most basic and necessary information into a short summary, focusing on:

• What products or services the company mainly sells
• Who the main customers are
• Which business modules mainly contribute revenue and profit
• Position in the industry chain and industry attributes
• The most important recent operating or market changes

At this stage, do not pursue a complete historical evolution; retain only the minimum information set needed to understand the current stock.

Step 3: Establish a judgment framework for "why it is worth looking at now"

Distill the reasons for attention on this stock around the current point in time. Common sources include:

• Event catalysts such as financial reports, announcements, policies, products, orders, and capital operations
• Increased attention brought by industry prosperity, theme热度, and sector rotation
• Obvious expectation gaps among performance, valuation, and market expectations
• Sudden changes in share price position, trading activity, or market discussion volume

If there is no obvious catalyst, also clearly state that "there is currently no strong catalyst, and it mainly belongs to the watchlist rather than a priority research target."

Step 4: Distill key operating variables and a basic financial snapshot

Starting from the business model, capture the 3-5 most important operating variables and use a limited set of key metrics to explain the company's current state. Prioritize:

• Basic quality such as revenue, profit, profit margin, and cash flow
• Growth speed and growth structure
• Performance of business segments or core product lines
• The single variable most sensitive to valuation and share price

If some data is missing, it must be clearly marked, and vague descriptions must not be used as substitutes.

Step 5: Give a preliminary judgment on valuation position and market disagreement

Combining the current valuation level, historical range, industry comparison, and market sentiment, judge roughly whether the company is in a state of:

• Clearly undervalued, reasonably priced, or overpriced
• Market expectations are conservative, balanced, or overheated
• Valuation elasticity mainly comes from performance realization, logic re-rating, or sentiment diffusion

At the same time, briefly list the most important bullish and bearish variables to help users avoid falling into a one-sided narrative from the start.

Step 6: Form an actionable recommendation on whether to continue research

On top of the foundational understanding, clearly answer three questions:

• Whether this stock is worth continuing to look at at this stage
• If research continues, which questions should be addressed next
• If not continuing for now, whether the reason is insufficient information, unclear logic, or unattractive odds

The final output should present only the finished draft, without showing intermediate search paths or internal drafts.

Output Structure

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{Stock Name} Initial Stock Overview ({YYYY-MM-DD})

I. 30-Second Conclusion

• What this company does: {one sentence}
• Why it is worth looking at now: {one sentence}
• Current biggest controversy: {one sentence}
• Whether continued research is recommended: {Continue / Pause / Observe only}

II. Basic Company Understanding

Dimension	Content
Main business	{one-sentence summary}
Main customers/markets	{one-sentence summary}
Position in the industry chain	{one-sentence summary}
Core way of making money	{one-sentence summary}

III. The 3 Most Important Current Focus Areas

• Focus area 1: {content}
• Focus area 2: {content}
• Focus area 3: {content}

IV. Key Operating and Financial Snapshot

Indicator	Current situation	Interpretation
{Indicator 1}	{value or description}	{explanation}
{Indicator 2}	{value or description}	{explanation}
{Indicator 3}	{value or description}	{explanation}

V. Valuation and Expectation Gap Assessment

• Valuation position: {low / reasonable / high + brief description}
• Market expectations: {conservative / neutral / overheated + brief description}
• Possible revaluation triggers: {event or variable}

VI. Bull and Bear Points

Bull case

• {Point 1}
• {Point 2}

Bear case

• {Point 1}
• {Point 2}

VII. Next-Step Research Checklist

• {Research question 1 that most needs to be addressed}
• {Research question 2 that most needs to be addressed}
• {Research question 3 that most needs to be addressed}

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Quality Requirements

1. The output should prioritize answering whether it is worth continuing to look at now, rather than piling up background information.
2. Basic facts should be accurate and concise, avoiding writing the company introduction as a prospectus summary.
3. Bull and bear points must be presented at the same time, and a one-sided story must not be written.
4. Valuation judgments should use conditional language, and initial screening conclusions should not be disguised as in-depth conclusions.
5. If information is insufficient, the information gap should be clearly pointed out rather than filled with vague judgments.