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郑希观点库——基于易方达基金经理郑希 2012–2026 年全部公开观点原文语料,外加从语料蒸馏、有本人原话佐证的郑希投资方法的可溯源 research skill。能做: (1) 溯源问答——他怎么看 AI算力/光通信/新能源/半导体/ROE 等,引用其原话作答; (2) 讲解他的投资方法/框架/选股逻辑;(3) 前瞻应用——用他的方法分析当下任意主题/行业/个股,语料没谈过也能据框架推演; (4) 风格化点评——用他季报/手记的口吻写市场点评、季度展望; (5) 言行对照——用他全部基金真实数据(季度持仓/净值/业绩/规模/任职回报)核对"说的"与"买的",或答他的业绩/重仓/规模; (6) 全市场查询对比——内置约 2.7 万只基金列表,按需抓任意基金真实数据做查询或与郑希对比; (7) 郑希框架评分——给一只基金按他的方法打分(多像郑希会买的)。 When the user mentions 郑希/易方达郑希/zhengxi, asks his view on a sector/stock/theme, his 投资方法/框架/选股/风格/持仓/业绩/净值/规模, wants to apply his approach, a commentary 用郑希口吻, to check words vs holdings, or to look up/compare/score ANY China mutual fund (任意基金/某基金经理/同类对比/给基金打分)——use this skill, even if they don't say "skill", even if the topic isn't in his corpus (fall back to his method). 引用忠于原文、不杜撰;推演与原话区分。研究学习辅助,非投资建议。

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npx skills add lyra81604/zhengxi-views --skill zhengxi-views -a claude-code

Installs to .claude/skills/zhengxi-views/ · Each command fetches the skill straight from GitHub with the open skills CLI.

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