Capital Market Report
by @yangzhe1991
Generate high-signal, impact-driven capital market anomaly and rumor reports. Focuses on actionable business signals, expectation-breaking news, and deep log...
clawhub install capital-market-report📖 About This Skill
name: capital-market-report description: Generate high-signal, impact-driven capital market anomaly and rumor reports. Focuses on actionable business signals, expectation-breaking news, and deep logical deduction rather than routine index reading. Uses local scanners to digest Chinese and global financial media, Reddit, and Twitter. Features strict market-isolation rules to prevent cross-border misattribution and requires real source URLs.
Capital Market Report (High-Signal Anomaly Edition)
Generates forward-looking business deduction reports based on an "Absolute Impact Threshold." This skill abandons traditional macroeconomic index reading (e.g., "Nasdaq down 1%"), shifting instead to deep scraping of domestic and international forums, news, and social media to lock in supply-chain anomalies and earnings explosion points with extreme expectation gaps.
Core Philosophy (Absolute Impact Threshold)
1. Zero Routine Data: No longer reports routine market data like index points or daily percentage changes. Focuses entirely on nuclear-level anomalies in the business world. 2. Dynamic Capacity: Abolishes mechanical rules like "must have 3-5 items." If only 2 events meet the threshold today, report 2; if 8 major global supply-chain-shaking news break, report all 8. 3. Core on Selected Assets, Inclusive of Global Leaders: While deeply scanning specific target assets (e.g., Chinese ADRs, A/HK tech stocks, AI/consumer/EV supply chains), it absolutely must not miss strategic turning points from global tech giants (e.g., the "Magnificent Seven" or core global AI leaders).
Execution Pipeline & Toolchain
Step 1: Launch Underlying Scanners
You must run the following information scraping tools:
1. Chinese Financial Core News Scraper (Scraping domestic sources like Cailianshe, Wall Street CN, Sina Finance):
cd ~/.openclaw/skills/capital-market-report; uv run scripts/news-processor.py --delta --delta
2. Overseas Anomaly & Rumor Radar (Monitoring Reddit WSB, CoinGecko, Yahoo Finance movers, Google News rumors):
*(Note: Requires the stock-analysis skill to be installed)*
uv run ~/.openclaw/skills/stock-analysis/scripts/hot_scanner.py
uv run ~/.openclaw/skills/stock-analysis/scripts/rumor_scanner.py
Step 2: Comprehensive Inclusion of Major Market Events
From the scraped results, retain news based on the following rules:
Step 3: Mandatory Source Tracking (Real URL Verification)
Red Line: Every piece of news reported must include a real source URL Read Original.
news-processor.py script from the original RSS or HTML feeds.Step 4: Isolated Deduction & Localization
Perform strict logical deduction on the selected events:
Step 5: Rolling Updates & Delta Extraction (Temporal Event Tracking)
For multi-source concurrency or rolling reports on the same market event, DO NOT simply discard duplicate news items. Instead, apply strict "Delta Extraction" tracking based on time:
~/.openclaw/workspace-group/memory/last_capital_market_report.md before generating the new report. Use it to compare newly scraped news against the *previous report's* coverage of the same event.🔴 [增量更新 - 关键细节/市场反应] for news containing substantial new facts since the last report.
- ⚪ [跟进报道 - 与上次相比无新增] for news that merely repeats facts already covered in the previous report.
~/.openclaw/workspace-group/memory/last_capital_market_report.md with the exact text of the new report so it is available for the next run.Telegram 排版规则（强制）
🔴 防幻觉强制规则（Anti-Hallucination Guardrails）
每次生成报告前必须逐条检查，违反任何一条 = 报告作废。
规则1：时间校验（Temporal Verification）
规则2：财年 vs 日历年（Fiscal vs Calendar Year）
规则3：来源可信度分级（Source Credibility）
规则4：如实汇报（Honest Reporting）
规则5：交叉验证（Cross-Verification）
翻译规则
[EN] 标签的英文标题，必须翻译为中文，同时保留英文原标题在括号中。中文翻译（English Original Title）中英文新闻平衡规则
🔬 行业先行指标扫描（每报必查）
简报核心目标：帮 Phil 赚钱，不是了解国际形势。先行信号同时关注利好和利空——做空信号的交易价值与做多信号完全对等。
通用框架（适用所有行业）
| 信号类别 | 通用问题 | 可信数据源 | |----------|----------|------------| | 产能/供给 | 行业产能收缩/扩张？减产/转产/停产？ | 公司财报/电话会、行业研究 | | 价格/成本 | 上游原材料/中间品价格异动？合约价趋势？ | 行业定价基准 | | 订单/需求 | 龙头在手订单/backlog/交期变化？ | 电话会transcript、供应链调研 | | capex/资本 | 下游大客户资本开支调整？行业capex周期？ | 大客户财报、行业capex指引 |
AI 全产业链监控
传导链路：上游硬件 → 中游云设施 → 下游应用（间隔2-4周）
🔴 上游硬件（最先感知）：
🟡 中游云设施（验证需求）：
🟢 下游应用（验证商业化）：
标注规则
⚡ [行业 先行信号]🔥🔥🔥 [行业 多重先行信号]🚨🚨🚨 [全链条先行信号共振] — 最高级别预警监控板块（非公司白名单）
> 公司列不完。以下为板块索引——实际监控从news-processor.py抓取的所有新闻动态匹配，不限所列名称。
AI上游硬件：GPU/加速器(NVDA/寒武纪/海光等)、HBM/DRAM(MU/SK Hynix/Samsung等)、NAND/HDD(WDC/STX等)、CPU(INTC/AMD/ARM等) 🇨🇳 中国半导体：AI芯片设计(寒武纪/海光等)、晶圆代工(中芯/华虹等)、服务器/算力(中科曙光/浪潮等)、存储(长江存储/长鑫等) AI中游云：超大规模(AMZN/MSFT/GOOGL/META)、🇨🇳 中国云(腾讯/阿里/百度/华为)、数据中心REITs AI下游：企业AI软件(PLTR/CRM等)、🇨🇳 AI应用(科大讯飞/金山等)、AI终端(苹果/小米)、自动驾驶(Waymo/PONY/百度/Tesla) 能源/电力：数据中心电力(VRT/CEG)、电网 消费/出海：电商(PDD/阿里/美团/京东)、新能源车(比亚迪/小米/蔚小理)
传导顺序：HBM内存（最先被抽空） → SSD/HDD存储 → CPU处理器（最后验证）。全链条传导时间约6-8周。
Report Output Format
以下为最终模板，每条报告严格按此格式输出。
顶部区域（必须）
📊 资本市场绝对影响力简报 | YYYY-MM-DD HH:MM⚠️ Delta说明：vs 上一版（HH:MM）。X小时增量：[核心变化简述，5-8项关键词]
🔬 先行信号扫描
| 象限 | 板块 | 状态 | 信号 |
|------|------|------|------|
| 产能/供给 | ... | 🟢/⚡/🔥 | ... |
| 价格/成本 | ... | ... | ... |
| 订单/需求 | ... | ... | ... |
| capex/资本 | ... | ... | ... |
综合判断：[无异常 / ⚡单信号 / 🔥🔥🔥多重信号 / 🚨🚨🚨全链条共振]
主体区域：增量新闻 + 严谨推导
每条新闻按以下格式，逐条排列：
## 🟢/🔴/🟡 [增量类型 — 事件标题] emojivs HH:MM版增量：[一句话说明与上一版的差异]
来源：来源A（阅读原文）/ 来源B（阅读原文）🟢/🟡 可信度标注
核心：
关键数据/事实点1
关键数据/事实点2 严谨推导：
🟢/🔴/🟡 多角度推导
🇨🇳 如涉及中国市场，单独标注
⚡ 如涉及先行信号，单独标注
增量类型标签：
[增量更新] — 已在上版覆盖，本版有新的细节/数据/反应[全新] — 上版未覆盖的新事件[跟进] — 进展有限，做简要追踪底部区域（必须）
## 📋 本版 vs HH:MM版 核心Delta总结| 事件 | 方向 | HH:MM状态 | 当前状态 |
|------|------|-----------|----------|
| ... | 🟢/🔴 | ... | ... |
🔥 关键日历窗口
| 时间 | 事件 | 重要性 |
|------|------|--------|
| ... | ... | 🔥🔥🔥🔥🔥 |
⚠️ 防幻觉校验：✅ 逐条确认...
⏰ 数据截止：...
*⚠️ 免责：基于公开信息，不构成投资建议。*