desmondc9

analyze-dip

用一套10步判断框架，分析股票、加密货币等投资标的在暴跌/大幅回调时，究竟是抄底机会还是应该离场——核心是区分『跌的是情绪』还是『跌的是基本面/盈利逻辑』。源自视频《AI硬件股暴跌，现在该抄底还是逃命？我的10步判断框架》（以美光为案例）。Use whenever 用户持有的股票/币大跌，问'要不要抄底/补仓/割肉/跑路/离场','跌了20%该不该买','buy the dip or get out','抄底还是逃命','回调是机会还是风险','要不要止损', or wants a repeatable checklist for judging a crash. 也可用作长期持有前的买入检查清单。Do NOT use for 短线择时、技术分析看图、给目标价、完整公司调研 (use deep-company-analysis) 或单纯内在价值估值 (use analyze-value).

analyze-value

估算一家企业、股票或现金流型资产的内在价值（估值）。基于吴军《财商训练课》「企业估值」方法论——撇开成本与历史价格，只看未来能持续产生多少自由现金流(FCF)以及风险有多大，用风险调整后的折现现金流(DCF)给出估值。Use whenever the user wants to value or estimate the worth of a company, stock, or cash-flow-generating asset (商铺/商业地产/写字楼/收租物业), or asks '这家公司值多少钱', '帮我估值', '内在价值', 'DCF估值', 'how much is X worth', 'intrinsic value', 'is X overvalued/undervalued', '现金流折现', '该不该按这个价格买'. Also use to sanity-check a fixed-income/理财/票据/债券 promise against the risk-free deposit baseline. Do NOT use for live trading signals, technical chart reading, portfolio allocation, or self-occupied home pricing (那看供需，不用这套现金流方法).

deep-company-analysis

Generate a structured deep-dive research report on any company, stock, or crypto project from both growth and value investing perspectives. Use when the user asks to '深度分析', '调研', 'research', 'analyze' a specific company, stock, or token — or mentions evaluating an investment target with a comprehensive framework. Triggers include: '分析XX公司', '调研XX股票', '深度研究', '公司基本面分析', '企业调研报告', 'crypto project analysis'. Do NOT use for simple price checks, real-time trading signals, portfolio optimization, or tax advice.

Data & Documents Listed

markdown-to-docx

Use this skill whenever the user wants to convert a Markdown file to a Word document (.docx). Triggers include: 'convert markdown to Word', 'convert .md to .docx', 'render mermaid to Word', 'generate Word doc from markdown', 'export markdown as docx', or any request to turn a .md file into a .docx. Use this skill even if the user just says 'make a Word doc from this markdown' or 'convert this to Word'. This skill handles: (1) native Word TOC placed after the document header block (H1 title + metadata + '---' separator), (2) Mermaid diagram blocks rendered to high-resolution PNG and embedded as images, and (3) tables formatted with colored header rows, alternating row shading, and borders. Do NOT use for PDFs, Google Docs, spreadsheets, or general DOCX editing unrelated to Markdown conversion.

Data & Documents Listed

transcribing-meeting-recordings

Use when converting a meeting recording (mp4/mov/m4a/wav audio or video) into a timestamped SRT/VTT transcript, especially Chinese or multilingual audio. Triggers include 'transcribe this meeting', 'generate captions', 'convert recording to subtitles', '生成字幕', '会议转文字', 'speaker labels', 'who said what', or requests for SRT/transcript files. Supports automatic speaker identification via pyannote diarization combined with video-frame analysis of Microsoft Teams or Zoom active-speaker highlighting to map anonymized SPEAKER_XX clusters onto real participant names. Do NOT use for live/streaming transcription, lecture summarization without a transcript artifact, or text-to-speech.

fetch-dedao-cources

抓取得到APP(dedao.cn)付费专栏/课程的全部文章到本地HTML存档:复用本机Chrome登录态(复制Cookies启动调试实例),API翻页拿全量文章列表,逐页导航收割正文(标题/发布时间/摘要/划重点/图片),图片本地化并按原位置插入,自动过滤课程推广广告图(宽幅横幅+字节重复组OCR/二维码鉴定),生成可搜索的index.html总目录。支持用户自定义: ①课程名+URL列表 ②保存总目录命名规则 ③每讲文件夹命名规则(模板变量 {course}/{module}/{date}/{number}/{title})。Use whenever 用户要求抓取/备份/存档得到课程、精英日课类专栏、或提到 dedao.cn 课程内容下载。

Data & Documents Listed

generate-report

按顶级咨询/研究机构的规范撰写、改写或评审一篇研究报告——方法论提炼自麦肯锡、Gartner、BCG、贝恩、德勤、普华永道、IDC、Forrester、WEF、IMF/世界银行 2025–2026 年真实报告的横向比较。给出立项三问、9 段式骨架、单章五拍模板、Action Title 与量化证据规范、10 项质检清单与百分制评审量表。内置可套用的重型体裁模板：多主体（如中美）× 发展方向 0-100 打分排序 × 产业链上中下游 × 受益公司卡片（周 K 线图 + 指标表 + 财报表）× 投资图谱，并附行情数据采集脚本。Use whenever 用户要求写/生成一份报告（研究报告、行业研究、趋势报告、白皮书、年度盘点、调研报告、市场分析、预测报告、专题报告、尽调报告），或说 'write a research report', '出一份报告', '帮我写行业分析', '像麦肯锡/Gartner 那样写', '把这些材料整理成报告', '报告不够专业帮我改', '评审/打分这篇报告', '报告结构怎么搭', '执行摘要怎么写'. 也用于这类图谱型调研：'帮我调研未来3-10年X会往哪些方向发展', '中美分别会发展哪些方向', '每个方向从0-100打分并排序', '哪些产业链会获得资金注入', '上游中游下游有哪些公司受益', '这些公司值不值得投资', '附近1.5年周K线图和财报表格'. Do NOT use for 会议纪要、周报日报、代码文档、学术论文投稿格式、纯 PPT 视觉设计；投资标的的内容研究先用 deep-company-analysis / analyze-value / analyze-dip 产出素材，再用本 skill 组织成报告；导出 Word 用 markdown-to-docx。