Data dependencies and execution prerequisites
It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether wind-mcp-skillis already available locally; 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 let users, in a short time, "first understand it, then decide whether to continue researching." The output does not pursue covering everything, but rather clearly explains the five most critical things about a hot stock: what it does, why it is hot, what the market is betting on, where it is most likely to go wrong, and which variable should be watched most now.
Execution process
Step 1: First confirm the source of heat
First clarify why this stock has become a hot stock. Sources of heat usually include:
- Sudden announcements, financial reports, policies, cooperation, product launches
- Sector mainline mapping or leadership driven by a bellwether
- Consecutive limit-ups, strong breakouts, volume-driven unusual movement
- Concentrated media discussion, social spread, market sentiment focus
Different sources of heat determine different subsequent interpretation frameworks.
Step 2: Explain the business clearly with minimal information
Answer three questions in extremely concise language:
- What the company mainly does
- How it makes money
- Which business segment is most relevant to the current hot logic
Do not write a long company introduction; retain only the business modules related to the current heat.
Step 3: Explain what the current market is trading
Around the source of heat, distill the core proposition the market truly cares about right now, for example:
- Whether earnings will exceed expectations
- Whether the theme will continue to spread
- Whether valuation will be re-rated
- Whether the company has the ability to move from concept to delivery
Step 4: Distill bullish and bearish points
Give at least 2-3 of the most important bullish and bearish logics respectively, avoiding writing only a one-sided narrative. The focus is not comprehensive enumeration, but finding the controversy variable to which the current stock price is most sensitive.
Step 5: Provide tracking priorities
Tell the user, if they continue to follow this stock, what they should watch most next:
- Which operating indicator
- Which event milestone
- Which price level
- Which type of capital performance
Step 6: Compress into a three-minute quick-read draft
The final output should allow users to complete catch-up within 3 minutes. Preserve judgment density, compress background filler, and do not show the collection process.
Output structure
{Stock Name} Hot Stock Quick Read
1. Why this stock is hot
{Use 2-3 sentences to explain the current source of heat and market focus}
2. Explain the business in one sentence
- What the company is doing: {one sentence}
- Business related to the current mainline: {one sentence}
- How it makes money: {one sentence}
3. What the current market is trading
- Core proposition: {one sentence}
- Key verification variables: {1-2}
4. Bullish and bearish points
Bullish logic
- {Point 1}
- {Point 2}
Bearish logic
- {Key point 1}
- {Key point 2}
V. What to watch most closely next
- Event milestones: {Event}
- Operating variables: {Variable}
- Risk points: {Risk}
Quality requirements
- The output should revolve around "why it is worth looking at now," rather than giving a generic company introduction.
- The bull and bear arguments must be as symmetrical as possible to prevent one-sided bias caused by popular narratives.
- Do not treat popular claims that lack reliable supporting evidence as established facts in the main text.
- If stock price attention is clearly ahead of fundamental validation progress, explicitly flag the realization risk.
- The text should be suitable for quick catch-up learning, avoiding lengthy narration and piling up historical background.