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 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 help users establish a "sufficient and discussable" first layer of 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 watching, what the market is debating, roughly whether it is expensive now, 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 venue, and industry, and identify the user's true purpose at this time:

• Is it a first encounter, wanting to quickly establish basic understanding
• Or has the user already been following it and only wants to judge whether it is worth deeper research
• Is it for personal judgment, or for oral 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 mainly on:

• What products or services the company mainly sells
• Who the main customers are
• Which business modules the main revenue and profit come from
• Its position in the industry chain and industry attributes
• The most important recent operational 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 watching 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
• An obvious expectation gap appearing among performance, valuation, and market expectations
• Sudden changes in stock price position, trading activity, or market discussion热度

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 limited key metrics to explain the company's current state. Prioritize attention to:

• 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 stock 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:

• Clearly undervalued, reasonably priced, or overpriced
• Market expectations conservative, balanced, or overheated
• Whether 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 right from the start.

Step 6: Form actionable recommendations on "whether to continue research"

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

• Is this stock worth continuing to look at at this stage
• If research continues, which questions should be filled in next as a priority
• If not continuing for now, is the reason insufficient information, unclear logic, or poor odds

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

Output structure

---

{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 understanding of the company

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

III. The 3 most important current points of attention

• Point of attention 1: {content}
• Point of attention 2: {content}
• Point of attention 3: {content}

IV. Key operating and financial snapshot

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

V. Valuation and expectation gap judgment

• Valuation position: {low / reasonable / high + brief description}
• Market expectations: {conservative / neutral / hot + brief description}
• Possible re-rating triggers: {event or variable}

VI. Bull and bear points

Bullish logic

• {Point 1}
• {Point 2}

Bearish logic

• {Point 1}
• {Point 2}

VII. Next-step research checklist

• {Research question 1 that should be filled in next as a priority}
• {Research question 2 that should be filled in next as a priority}
• {Research question 3 that should be filled in next as a priority}

---

Quality requirements

1. The output should prioritize answering "whether it is worth continuing to look at now," rather than piling up background materials.
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; do not write only a one-sided story.
4. Valuation judgments should use conditional language, and should not disguise preliminary screening conclusions as in-depth conclusions.
5. If information is insufficient, information gaps should be clearly pointed out, rather than filled with vague judgments.