stock-analyzer-skill 1.1.0

package/scripts/technical/signals.py

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+"""
+买卖信号汇总。
+无内部依赖。
+"""
+
+
+def _generate_signals(features):
+    """汇总买卖信号。"""
+    buy, sell = [], []
+    ma = features.get("ma_system", {})
+    macd = features.get("macd") or {}
+    kdj = features.get("kdj") or {}
+    boll = features.get("bollinger") or {}
+    rsi_data = features.get("rsi", {})
+    vol = features.get("volume") or {}
+    vol_price = vol.get("volume_price", "")
+    vol_vp = vol.get("volume_price_signal", 0)
+    divergence = macd.get("divergence", "")
+
+    # 买入信号
+    if macd.get("signal") == 1:
+        buy.append("MACD金叉")
+    if divergence == "底背离(看涨)":
+        buy.append("MACD底背离")
+    if "金叉" in kdj.get("signal", "") and "超卖" in kdj.get("signal", ""):
+        buy.append("KDJ超卖区金叉")
+    if boll.get("position", 0.5) < 0.2 and "收窄" in boll.get("bandwidth_desc", ""):
+        buy.append("BOLL下轨+收窄(变盘)")
+    if rsi_data.get("rsi", 50) < 35:
+        buy.append(f"RSI超卖({rsi_data.get('rsi')})")
+    if vol_vp == 1 and "放量上涨" in vol_price:
+        buy.append("放量上涨(资金介入)")
+
+    # 缠论买卖点信号
+    chan_data = features.get("chan_theory") or {}
+    if chan_data.get("valid"):
+        maidain = chan_data.get("maidian", {})
+        for bp in maidain.get("buy_points", []):
+            buy.append(f"缠论{bp['type']}")
+        for sp in maidain.get("sell_points", []):
+            sell.append(f"缠论{sp['type']}")
+        beichi = chan_data.get("beichi", {})
+        if beichi.get("summary", "").startswith("检测到底背驰"):
+            buy.append("缠论底背驰")
+        elif "顶背驰" in beichi.get("summary", ""):
+            sell.append("缠论顶背驰")
+
+    # 本土战法信号
+    local_patterns = features.get("local_patterns") or {}
+    for lp in local_patterns.get("patterns", []):
+        if lp["type"] == "看涨":
+            buy.append(lp["name"])
+        elif lp["type"] == "看跌":
+            sell.append(lp["name"])
+
+    # 卖出信号
+    if macd.get("signal") == -1:
+        sell.append("MACD死叉")
+    if divergence == "顶背离(看跌)":
+        sell.append("MACD顶背离")
+    if "死叉" in kdj.get("signal", "") or "超买" in kdj.get("signal", ""):
+        sell.append(f"KDJ{kdj.get('signal')}")
+    if boll.get("position", 0.5) > 0.8:
+        sell.append("BOLL触及上轨")
+    if rsi_data.get("rsi", 50) > 70:
+        sell.append(f"RSI超买({rsi_data.get('rsi')})")
+    if vol_vp == -1 and "出货" in vol_price:
+        sell.append("放量下跌(主力出货)")
+
+    return buy, sell

package/scripts/technical/trend.py

@@ -0,0 +1,143 @@
+"""
+趋势与结构分析（支撑阻力、箱体、突破、波浪）。
+依赖: core (_find_swing_points)
+"""
+import statistics
+
+from .core import _find_swing_points
+
+
+def support_resistance(closes, highs, lows, ma_info):
+    """关键支撑/阻力位。"""
+    if len(highs) < 10 or len(lows) < 10:
+        return {"supports": [], "resistances": []}
+
+    last = closes[-1]
+
+    # 前高前低
+    lookback = min(60, len(highs))
+    recent_highs = highs[-lookback:]
+    recent_lows = lows[-lookback:]
+
+    # 找局部摇摆点
+    ph, pl = _find_swing_points(recent_highs, window=3)
+    swing_highs = sorted(set(round(recent_highs[i], 2) for i in ph if recent_highs[i] > last))
+    swing_lows = sorted(set(round(recent_lows[i], 2) for i in pl if recent_lows[i] < last), reverse=True)
+
+    supports = []
+    resistances = []
+
+    # 均线支撑/阻力
+    for name, price in ma_info.get("ma_supports", [])[:3]:
+        supports.append({"level": price, "source": name, "strength": "中"})
+    for name, price in ma_info.get("ma_resistances", [])[:3]:
+        resistances.append({"level": price, "source": name, "strength": "中"})
+
+    # 前低支撑
+    for lv in swing_lows[:2]:
+        supports.append({"level": lv, "source": "前低", "strength": "强"})
+
+    # 前高阻力
+    for hv in swing_highs[-2:]:
+        resistances.append({"level": hv, "source": "前高", "strength": "强"})
+
+    # 整数关口
+    round_num = round(last, -1 if last >= 10 else 0)
+    if round_num < last:
+        base = round_num
+        for i in range(1, 4):
+            r = base - i * (10 if last >= 50 else 1)
+            if r > 0:
+                supports.append({"level": r, "source": "整数关口", "strength": "弱"})
+    else:
+        base = round_num + (10 if last >= 50 else 1)
+        for i in range(3):
+            resistances.append({"level": base + i * (10 if last >= 50 else 1), "source": "整数关口", "strength": "弱"})
+
+    # 去重排序
+    supports = sorted(supports, key=lambda x: x["level"], reverse=True)[:5]
+    resistances = sorted(resistances, key=lambda x: x["level"])[:5]
+
+    nearest_support = supports[0]["level"] if supports else None
+    nearest_resistance = resistances[0]["level"] if resistances else None
+
+    return {
+        "supports": supports[:3],
+        "resistances": resistances[:3],
+        "nearest_support": nearest_support,
+        "nearest_resistance": nearest_resistance,
+    }
+
+
+def box_detection(highs, lows, closes, window=20):
+    """箱体震荡检测。"""
+    if len(closes) < window:
+        return None
+    hh = max(highs[-window:])
+    ll = min(lows[-window:])
+    avg = statistics.mean(closes[-window:])
+    range_pct = (hh - ll) / avg if avg > 0 else 0
+
+    if range_pct < 0.03:
+        return None
+
+    mid = (hh + ll) / 2
+    in_box = sum(1 for c in closes[-window:] if ll + (hh - ll) * 0.1 < c < hh - (hh - ll) * 0.1)
+    if in_box / window >= 0.6:
+        return {
+            "top": round(hh, 2),
+            "bottom": round(ll, 2),
+            "mid": round(mid, 2),
+            "range_pct": round(range_pct * 100, 1),
+            "days": window,
+            "status": "箱体震荡",
+            "position": round((closes[-1] - ll) / (hh - ll) * 100) if hh != ll else 50,
+        }
+    return None
+
+
+def breakout_check(closes, highs, volumes, resistance):
+    """突破检测。"""
+    if len(closes) < 21:
+        return {"status": "数据不足"}
+    last = closes[-1]
+    prev = closes[-2]
+    avg_vol20 = statistics.mean(volumes[-21:-1]) if len(volumes) >= 21 else statistics.mean(volumes[:-1])
+    last_vol = volumes[-1]
+
+    broke = last > resistance and prev <= resistance
+    if not broke:
+        # 之前突破现在回踩
+        recent_above = all(c > resistance for c in closes[-5:])
+        if recent_above and last < resistance * 1.01:
+            return {"status": "回踩确认中", "resistance": round(resistance, 2)}
+        return {"status": "未突破"}
+
+    vol_confirm = last_vol > 1.5 * avg_vol20
+    return {
+        "status": "突破确认(放量)" if vol_confirm else "突破待确认(缩量)",
+        "resistance": round(resistance, 2),
+        "volume_ratio": round(last_vol / avg_vol20, 2) if avg_vol20 > 0 else 0,
+    }
+
+
+def wave_state(closes, highs, lows):
+    """简易波浪状态。"""
+    if len(closes) < 40:
+        return "数据不足"
+    lookback = min(60, len(closes))
+    c = closes[-lookback:]
+    ph, pl = _find_swing_points(c, window=5)
+
+    if len(ph) >= 2 and len(pl) >= 2:
+        recent_ph = sorted(ph[-3:]) if len(ph) >= 3 else sorted(ph)
+        recent_pl = sorted(pl[-3:]) if len(pl) >= 3 else sorted(pl)
+        if recent_ph[-1] > recent_ph[0] and recent_pl[-1] > recent_pl[0]:
+            return "上升浪(高点抬高+低点抬高)"
+        elif recent_ph[-1] < recent_ph[0] and recent_pl[-1] < recent_pl[0]:
+            return "下跌浪(高点降低+低点降低)"
+        elif recent_ph[-1] > recent_ph[0]:
+            return "可能有顶部结构(高点抬高但MACD需确认)"
+        elif recent_pl[-1] > recent_pl[0]:
+            return "可能有底部结构(低点抬高)"
+    return "盘整"

package/scripts/technical/volume.py

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+"""
+成交量分析（量价配合、OBV）。
+依赖: core (_find_swing_points)
+"""
+import statistics
+
+from .core import _find_swing_points
+
+
+def volume_analysis(closes, volumes):
+    """量价分析：量比、天量/地量、量价配合、OBV。"""
+    if len(closes) < 6 or len(volumes) < 6:
+        return None
+
+    last = closes[-1]
+    recent_vol_avg = statistics.mean(volumes[-5:]) if len(volumes) >= 5 else volumes[-1]
+    base_vol_avg = statistics.mean(volumes[-20:-5]) if len(volumes) >= 20 else recent_vol_avg
+    volume_ratio = recent_vol_avg / base_vol_avg if base_vol_avg > 0 else 1
+
+    # 量比定性
+    if volume_ratio < 0.3:
+        vr_desc = "地量(底部信号)"
+    elif volume_ratio < 0.5:
+        vr_desc = "极度缩量"
+    elif volume_ratio < 0.8:
+        vr_desc = "缩量"
+    elif volume_ratio < 1.2:
+        vr_desc = "正常"
+    elif volume_ratio < 2.0:
+        vr_desc = "放量"
+    elif volume_ratio < 3.0:
+        vr_desc = "显著放量"
+    else:
+        vr_desc = "巨量(警惕短期高点)"
+
+    # 量价配合
+    mid = max(len(closes) // 2, 3)
+    recent_c = closes[-mid:]
+    prev_c = closes[:mid]
+    recent_v = volumes[-mid:]
+    prev_v = volumes[:mid]
+
+    price_chg = statistics.mean(recent_c) / max(statistics.mean(prev_c), 0.01) - 1
+    vol_chg = statistics.mean(recent_v) / max(statistics.mean(prev_v), 0.01) - 1
+
+    if price_chg > 0.01 and vol_chg > 0:
+        vp_desc = "放量上涨(资金介入)"
+        vp_signal = 1
+    elif price_chg < -0.01 and vol_chg < 0:
+        vp_desc = "缩量下跌(抛压减轻)"
+        vp_signal = 1
+    elif price_chg > 0.01 and vol_chg < 0:
+        vp_desc = "缩量上涨(量价背离)"
+        vp_signal = -1
+    elif price_chg < -0.01 and vol_chg > 0:
+        vp_desc = "放量下跌(主力出货)"
+        vp_signal = -1
+    else:
+        vp_desc = "量价中性"
+        vp_signal = 0
+
+    # OBV 及背离
+    obv_values = _obv_series(closes, volumes)
+    obv_now = obv_values[-1] if obv_values else 0
+    obv_div = _detect_obv_divergence(closes, obv_values)
+
+    return {
+        "volume_ratio": round(volume_ratio, 2),
+        "volume_ratio_desc": vr_desc,
+        "volume_price": vp_desc,
+        "volume_price_signal": vp_signal,
+        "obv_divergence": obv_div,
+    }
+
+
+def _obv_series(closes, volumes):
+    """OBV 序列。"""
+    obv = [0]
+    for i in range(1, len(closes)):
+        if closes[i] > closes[i - 1]:
+            obv.append(obv[-1] + volumes[i])
+        elif closes[i] < closes[i - 1]:
+            obv.append(obv[-1] - volumes[i])
+        else:
+            obv.append(obv[-1])
+    return obv
+
+
+def _detect_obv_divergence(closes, obv_series):
+    """OBV 顶/底背离。"""
+    if len(closes) < 40 or len(obv_series) < 40:
+        return None
+    lookback = min(40, len(closes))
+    c = closes[-lookback:]
+    o = obv_series[-lookback:]
+
+    price_highs, price_lows = _find_swing_points(c, window=5)
+    obv_highs, obv_lows = _find_swing_points(o, window=5)
+
+    if len(price_highs) >= 2 and len(obv_highs) >= 2:
+        last2_p = sorted(price_highs[-2:])
+        if last2_p[1] - last2_p[0] >= 8 and c[last2_p[1]] > c[last2_p[0]]:
+            relevant = sorted([i for i in obv_highs if abs(i - last2_p[0]) <= 5 or abs(i - last2_p[1]) <= 5])
+            if len(relevant) >= 2 and o[relevant[-1]] < o[relevant[0]]:
+                return "OBV顶背离"
+
+    if len(price_lows) >= 2 and len(obv_lows) >= 2:
+        last2_p = sorted(price_lows[-2:])
+        if last2_p[1] - last2_p[0] >= 8 and c[last2_p[1]] < c[last2_p[0]]:
+            relevant = sorted([i for i in obv_lows if abs(i - last2_p[0]) <= 5 or abs(i - last2_p[1]) <= 5])
+            if len(relevant) >= 2 and o[relevant[-1]] > o[relevant[0]]:
+                return "OBV底背离"
+    return None

package/scripts/technical.py

@@ -0,0 +1,215 @@
+#!/usr/bin/env python3
+"""
+兼容入口：import technical 包后转发 CLI。
+用法:
+  technical.py sh600989                    # 完整技术分析报告
+  technical.py sh600989 --quick            # 快速摘要
+  technical.py sh600989 --scale 60         # 60分钟K线
+  technical.py sh600989 -j                 # JSON 输出
+  technical.py sh600989 --quick -j         # JSON 快速摘要
+  technical.py sh600989 --classify         # 含个股分类+缠论+本土战法+市场自适应
+  technical.py sh600989 --classify --no-chan  # 跳过缠论
+"""
+import argparse
+import json
+import sys
+from datetime import datetime
+
+from common import (
+    board_type,
+    clamp,
+    normalize_quote_code,
+    normalize_finance_code,
+    to_float,
+)
+from kline import fetch as fetch_kline
+from quote import fetch_batch
+
+# 从 technical 包导入所有公开函数
+from technical import *  # noqa: F401,F403
+from technical.core import _parse_records
+from technical.moving_average import ma_system, _MA_PERIODS
+from technical.macd import macd_full
+from technical.kdj import kdj_full
+from technical.boll import bollinger
+from technical.rsi import rsi_features
+from technical.volume import volume_analysis
+from technical.candlestick import detect_candle_patterns
+from technical.trend import support_resistance, box_detection, breakout_check, wave_state
+from technical.astock import limit_analysis
+from technical.scoring import (
+    composite_score,
+    detect_market_environment,
+    _market_weight_adjustments,
+)
+from technical.report import render_report, render_quick
+from technical.core import sma
+
+
+def _compute_all(closes, opens, highs, lows, volumes, records, board, quote, args=None):
+    """计算所有技术指标。args 为 CLI 参数，用于控制可选模块。"""
+    features = {}
+
+    features["ma_system"] = ma_system(closes)
+    features["macd"] = macd_full(closes)
+    features["kdj"] = kdj_full(closes, highs, lows)
+    features["bollinger"] = bollinger(closes) or {}
+    features["rsi"] = rsi_features(closes)
+    features["volume"] = volume_analysis(closes, volumes) or {}
+    features["patterns"] = detect_candle_patterns(records)
+    features["support_resistance"] = support_resistance(closes, highs, lows, features["ma_system"])
+    features["box"] = box_detection(highs, lows, closes)
+    nearest_r = features["support_resistance"].get("nearest_resistance")
+    features["breakout"] = breakout_check(closes, highs, volumes, nearest_r) if nearest_r else {}
+    features["wave"] = wave_state(closes, highs, lows)
+    features["limit_analysis"] = limit_analysis(records, board, quote)
+
+    # ── 可选增强模块（--classify 时启用）──
+    do_classify = args and getattr(args, "classify", False)
+
+    # 均线序列（供本土战法使用）
+    mas = {}
+    for p in [5, 10, 20, 60]:
+        mas[f"ma{p}"] = [sma(closes[:i + 1], p) if i + 1 >= p else closes[i]
+                         for i in range(len(closes))]
+
+    # 本土战法（始终运行，计算成本低）
+    try:
+        from patterns_local import detect_all_local_patterns
+        local_result = detect_all_local_patterns(records, closes, highs, lows, volumes, mas,
+                                                  code=quote.get("code", ""))
+        features["local_patterns"] = local_result
+    except Exception:
+        features["local_patterns"] = {"patterns": [], "summary": "本土战法计算失败", "count": 0}
+
+    # 个股分类（需要财务数据）
+    if do_classify:
+        try:
+            from classifier import classify_stock
+            fin_record = None
+            try:
+                from finance import fetch as fetch_finance
+                fn_code = normalize_finance_code(quote.get("code", ""))
+                fin_data = fetch_finance(fn_code)
+                fin_record = fin_data[0] if fin_data else None
+            except Exception:
+                pass
+            features["classification"] = classify_stock(fin_record, quote, records)
+        except Exception:
+            features["classification"] = {"type": "普通股", "confidence": "低",
+                                           "reasons": ["分类计算失败"], "priority_indicators": [],
+                                           "deprioritized": []}
+
+    # 缠论分析（需要较长K线历史）
+    do_chan = do_classify and not (args and getattr(args, "no_chan", False))
+    if do_chan and len(records) >= 30:
+        try:
+            from chan import chan_full_analysis
+            features["chan_theory"] = chan_full_analysis(records)
+        except Exception:
+            features["chan_theory"] = {"valid": False, "error": "缠论计算失败"}
+    else:
+        features["chan_theory"] = {"valid": False, "error": "未启用" if not do_classify else "数据不足"}
+
+    # 市场环境
+    if do_classify:
+        market_index = getattr(args, "market_index", None)
+        if market_index:
+            try:
+                idx_quotes = fetch_batch([normalize_quote_code(market_index)])
+                idx_quote = idx_quotes[0] if idx_quotes else None
+                features["market_environment"] = detect_market_environment(idx_quote)
+            except Exception:
+                features["market_environment"] = detect_market_environment()
+        else:
+            features["market_environment"] = detect_market_environment()
+    else:
+        features["market_environment"] = {"state": "震荡", "confidence": "低",
+                                           "signals": ["未启用市场检测"],
+                                           "weight_adjustments": _market_weight_adjustments("震荡")}
+
+    return features
+
+
+def main():
+    parser = argparse.ArgumentParser(description="A 股纯技术分析")
+    parser.add_argument("code", help="证券代码，如 sh600989")
+    parser.add_argument("--scale", "-s", type=int, default=240, help="K线周期: 240=日K, 60=60分钟, 30=30分钟, 15=15分钟, 5=5分钟")
+    parser.add_argument("--quick", "-q", action="store_true", help="快速摘要模式")
+    parser.add_argument("--json", "-j", action="store_true", help="JSON 输出")
+    parser.add_argument("--datalen", type=int, default=250, help="K线数量（默认250）")
+    parser.add_argument("--classify", action="store_true", help="启用个股分类+缠论+本土战法+市场自适应")
+    parser.add_argument("--no-chan", action="store_true", help="跳过缠论分析（仅与 --classify 配合）")
+    parser.add_argument("--market-index", type=str, default=None, help="市场环境参考指数（默认无，如 sh000001）")
+    args = parser.parse_args()
+
+    code = normalize_quote_code(args.code)
+    board = board_type(code)
+
+    # 获取数据
+    records = fetch_kline(code, args.scale, args.datalen)
+    if not records:
+        sys.exit(f"❌ 无法获取 {code} 的 K 线数据")
+
+    quotes = fetch_batch([code])
+    quote = quotes[0] if quotes else {}
+    if not quote:
+        sys.exit(f"❌ 无法获取 {code} 的实时行情")
+
+    # 解析数值
+    closes, opens, highs, lows, volumes = _parse_records(records)
+    if len(closes) < 10:
+        sys.exit(f"❌ {code} K 线数据不足（需≥10根，当前{len(closes)}）")
+
+    # 计算所有指标
+    features = _compute_all(closes, opens, highs, lows, volumes, records, board, quote, args)
+
+    # 综合评分（自适应）
+    stock_type = "普通股"
+    market_state = None
+    if args.classify:
+        classification = features.get("classification") or {}
+        stock_type = classification.get("type", "普通股")
+        market_env = features.get("market_environment") or {}
+        market_state = market_env.get("state")
+    score = composite_score(features, stock_type=stock_type, market_state=market_state)
+
+    # 元数据
+    price_num = to_float(quote.get("price"))
+    meta = {
+        "code": code,
+        "name": quote.get("name", ""),
+        "price": quote.get("price", "-"),
+        "price_num": price_num,
+        "change_pct": quote.get("change_pct", "-"),
+        "board": board,
+        "scale": args.scale,
+        "timestamp": datetime.now().strftime("%Y-%m-%d %H:%M"),
+    }
+
+    # 查找止损位
+    sr = features.get("support_resistance", {})
+    nearest_support = sr.get("nearest_support")
+    if nearest_support and price_num > 0:
+        features["stop_loss_pct"] = round((price_num - nearest_support) / price_num * 100, 1)
+
+    if args.json:
+        feature_keys = {"ma_system", "macd", "kdj", "bollinger", "rsi", "volume",
+                        "patterns", "support_resistance", "box", "breakout", "wave",
+                        "limit_analysis"}
+        if args.classify:
+            feature_keys.update({"classification", "chan_theory", "local_patterns", "market_environment"})
+        output = {
+            "meta": meta,
+            "score": score,
+            "features": {k: v for k, v in features.items() if k in feature_keys},
+        }
+        print(json.dumps(output, ensure_ascii=False, indent=2, default=str))
+    elif args.quick:
+        print(render_quick(features, score, meta))
+    else:
+        print(render_report(features, score, {}, meta))
+
+
+if __name__ == "__main__":
+    main()

package/skills/financial-analyst/SKILL.md

@@ -0,0 +1,141 @@
+---
+name: financial-analyst
+description: 财务分析 agent，专注于财务建模、预测、场景分析和数据驱动决策支持。完全自包含——使用 stock-analyzer-skill 包的 scripts/ 工具。
+---
+
+# Financial Analyst
+
+财务分析 agent，专注于财务建模、预测、场景分析和数据驱动决策支持。
+
+## Usage
+
+```text
+/financial-analyst <任务描述>
+```
+
+## 前置依赖
+
+- 本 skill 是 [stock-analyzer-skill](https://github.com/) 的一部分
+- 工具脚本位于包根目录 `scripts/`；Claude Code 运行时工作目录即为项目根目录
+- 调用方式：直接运行 `python3 scripts/<name>.py <args>`
+- 不依赖任何外部 Python 库
+
+## Instructions
+
+使用简洁中文。先给结论和置信度，再给关键数据、模型假设、敏感性和行动项。涉及最新数据时必须运行脚本或明确说明数据不可得。
+
+## Workflow Coordination
+
+完整链路见包根目录 `workflow.md`。本 skill 是财务深挖和建模环节：
+
+- 上游来自 `stock`：当估值分歧、盈利质量异常、增长预测不清时进入财务建模。
+- 上游来自 `investment-researcher`：作为尽调报告的财务证据模块。
+- 下游回到 `stock`：交接盈利质量、估值区间、关键假设和敏感性。
+- 下游到 `portfolio`：当财务风险影响持仓时，交接降仓/回避触发条件。
+
+输出必须包含核心假设、敏感性、数据缺口和 `fundamental_rating`。不单独给交易买点。
+
+### Step 1: 理解分析需求
+
+- 明确分析目标和范围
+- 确定所需财务数据和指标
+- 确认时间范围和频率
+
+### Step 2: 数据收集与验证
+
+#### 2.1 数据获取方式（按优先级）
+
+**方式一：包内脚本（推荐）**
+
+```bash
+
+# 实时行情
+python3 scripts/quote.py sh600989
+
+# 财务数据（最近 4 季）
+python3 scripts/finance.py SH600989
+
+# 批量财务对比
+python3 scripts/finance.py -c SH600989,SZ000807,SH603993
+
+# 研报
+python3 scripts/announcements.py 600989 reports
+
+# 公司公告
+python3 scripts/announcements.py 600989
+```
+
+**方式二：直接 curl（脚本不可用时兜底）**
+
+优先参考 `scripts/common.py` 的字段映射，不要手写腾讯字段索引。
+
+```bash
+# 财务摘要（东方财富）
+curl -s "https://emweb.securities.eastmoney.com/PC_HSF10/NewFinanceAnalysis/ZYZBAjaxNew?type=0&code=SH600989"
+
+# 实时估值（腾讯）
+curl -s "https://qt.gtimg.cn/q=sh600989" | iconv -f GBK -t UTF-8
+```
+
+**方式三：WebSearch/WebFetch（边界）**
+
+不可靠，国内环境下优先用方式一、二。WebSearch 失败不要重试超过 2 次。
+
+#### 2.2 关键财务数据字段
+
+| 数据类型 | 字段 | 来源 |
+| -------- | ---- | ---- |
+| 盈利能力 | 营收、净利润、毛利率、净利率、ROE | `scripts/finance.py` |
+| 成长性   | 营收增速、净利润增速、EPS增速 | `scripts/finance.py` |
+| 估值     | PE、PB、PS、市值 | `scripts/quote.py` |
+| 偿债能力 | 资产负债率、流动比率、速动比率 | `scripts/finance.py` |
+| 现金流   | 经营现金流、自由现金流 | `scripts/finance.py` |
+| 分红     | 每股股利、股息率、分红率 | `scripts/announcements.py` |
+
+字段详细含义见 `methodology.md` §2.2。
+
+#### 2.3 数据验证清单
+
+- [ ] 同比数据一致性（本期 vs 去年同期）
+- [ ] 环比数据合理性（本期 vs 上期）
+- [ ] 异常值识别（毛利率突变、非经常性损益占比）
+- [ ] 审计意见（标准无保留 vs 带强调事项）
+- [ ] 数据来源交叉验证（至少两个独立来源）
+
+### Step 3: 分析
+
+- 财务指标计算：收入、利润、ROE、毛利率、净利率、资产负债率、经营现金流
+- 趋势分析：同比、环比、连续季度变化、异常值
+- 对比分析：同业、历史区间、估值和盈利质量
+- 场景分析：基准/乐观/悲观，列明假设
+- 风险评估：财务风险、估值风险、数据缺口
+
+**五层分析框架**（详见 `methodology.md` §2）：
+- 基本面：ROE > 15% 优秀，> 20% 顶级
+- 估值：PE/ROE < 3 为好，PEG < 1 低估
+- 技术面：30 日 K 线趋势 + 关键支撑/阻力
+- 板块：所属板块今日表现
+- 风险收益比：情景分析 + 凯利公式仓位
+
+### Step 4: 输出
+
+- 分析报告
+- 关键发现
+- 建议和行动项
+
+## Allowed Auto-Actions (No Confirmation Needed)
+
+- 运行 scripts/ 下的查询脚本
+- 读取本地 data/ 下的参考数据
+- 读取 `methodology.md`
+
+## Actions Requiring Confirmation
+
+1. 执行 `git commit`、`git push`
+2. 修改 scripts/ 或 data/ 文件
+
+## Guardrails
+
+- 不要把脚本未返回的数据包装成事实；缺失项标注为“未覆盖/未获取”。
+- 财务模型必须列出关键假设，尤其是收入增速、利润率、折现率或估值倍数。
+- 输出投资相关建议时使用 buy/hold/sell 加风险条件，不给保证收益。