serenity
De la autor
用 Serenity(@aleabitoreddit)的"供应链卡点逆向"投资逻辑分析股票/板块——帮你判断该怎么分析、往哪一层挖、什么会证实或证伪、值不值得投。把市场当物理系统而非代码列表,先建 thesis 再谈标的。当用户聊美股/AI 供应链/光模块(CPO/硅光/InP)/半导体/内存/NeoCloud/电力液冷/机器人等 AI 全产业链任意细分的投资分析,或主动 /serenity 时使用。
Instalare
npx skills add skillmds/skillmd --skill serenity -a claude-code
Se instalează în .claude/skills/serenity/ · Fiecare comandă descarcă skill-ul direct de pe GitHub cu utilitarul open source skills.
Identic octet cu octet cu commit-ul scanat, cu licența depozitului și un fișier SOURCE.txt.
Vrei ca agentul să-ți propună skill-uri în timp ce scrii? Vezi cum folosești skill-urile din IDE.
Verificări de siguranță pe SKILL.md
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De ce 84
aiqbench calculează scorul de încredere din semnale publice. Nu este un audit de securitate, așa că citește un skill înainte să-l instalezi.
Skill-uri similare
Cele mai apropiate de acesta prin ce fac și când sunt folosite.
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- capital-rotationkansoku-trade/kansokuUse when reading today's US-market capital flow across multiple sectors to identify rotation direction — e.g. "今天资金流向", "板块强弱", "rotation map", "卖芯买云", "where is money moving today", "scan flows across sectors". Produces a cross-section snapshot of net inflows by cohort (indices / semis / software-cloud / mega-tech / AI applications), names the dominant narrative, and writes a dated journal file. Different from `market-session-tracker` (intraday live monitoring of a single watchlist) — this is a one-shot end-of-session rotation read.Redactare★ 330
- hehe-investment-logichexiaofeier/hehe-industry-research-skill-pack盒子原创行业研究 Skill 组合中的投资逻辑专项。分析行业机会、企业、项目、上市证券或具体交易是否值得投资、是否实际可进入，以及应通过二级市场、一级融资、老股转让、控股并购、债权或混合工具等何种方式参与；同时说明优先方向或企业、资金去向、所得权利、回报来源、为什么现在、预期差、风险与退出条件。用于“做投资分析”“梳理投资逻辑”“判断赛道或公司投资价值”“比较投资方式”“筛选方向或企业”“分析融资、并购、战略投资、预期差或退出条件”等问题；不提供个性化买卖、仓位、目标价或收益承诺。 由 `hehe-industry-researcher` 派发任务卡时按组合模式执行；用户直接提出上述投资问题时独立启动。两条路径都先确认适用的研究场景、投资方式与目的，再按需搜索审核材料、分析和交付本专项结果；不把“投资分析”默认解释为二级市场分析。Finanțe★ 300
- alpha-deskJingHao-Leon/dsh-alpha-deskAI 投研工作台——在 deepseek-harness 里编排 virattt/ai-hedge-fund（美股多策略 AI 基金，支持回测）、iFinD 权威数据源（经 plugins/ifind 访问，财报/公告/股东/预测/选股，A股港股美股）与本地 A股/港股技术分析技能，配合 risk-gate 风控钩子、定时盯盘与投资记忆，完成"分析→回测→解读→复盘"的完整投研闭环。当用户要求分析美股、运行 AI 基金、回测策略、比较投资大师观点、生成投研报告、定时盯盘、复盘投资假设，或查询财报/财务报表/公告/股东户数/业绩预测/智能选股/iFinD/同花顺数据时使用。触发词：AI 基金、对冲基金、回测、巴菲特、格雷厄姆、投研、美股分析、盯盘、复盘、iFinD、同花顺、股东户数、财务报表、公告、业绩预测。Altele★ 169
- a-share-strategy-allmarket-multi-swing-defensiveshouldnotappearcalm/a-share-skillA 股全市场高流动性池内按趋势回踩（trend_pullback）产出买入候选与持仓卖出信号；另有 realtime_quotes 批量拉取现价快照。供下单前决策；不跑回测、不自动下单。Use when 用户要选股、看实时报价、判断买卖信号或检查持仓是否触发离场条件。Altele★ 251
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