macro-context
Skill0 starsChanged 6 months agoLicence not identifiedView on GitHub
\# Macro Context Analysis \## When to use this skill 此 skill 在以下情况自动激活： \- 任何股票分析的 Phase 3（估值）或 Phase 4（催化剂）之前 \- 用户提到"利率"、"通胀"、"经济"、"美联储"、"ECB"、"宏观" \- 分析周期性行业（半导体、汽车、房地产、银行、能源、奢侈品） \- 分析对汇率敏感的公司（出口型、跨国公司） \- Stanley Druckenmiller 视角分析时必须激活 \##…
In this repository12 other files it gives its agents.
- comparative-analysisSkill
- dcf-valuationSkill
- earnings-analysisSkill
- investment-frameworkSkill
- investment-mastersSkill
- kol-trackingSkill
- portfolio-analysisSkill
- product-to-value-chainSkill
- rebalancing-strategySkill
- sector-comparisonSkill
- stock-screenerSkill
- value-chain-mappingSkill
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