Yanyun 1988 Investment Analysis
Paste the following prompt into your AI chat to install this skill:
Install @user_3ce08926/yanyun1988 by following https://skillhub.cn/install/skillhub.md.
About this skill
Problem
Discussions of A-share tech-growth stocks often mix questions about buying, falling prices, and institutional logic. If answers rely on short-term sentiment or static PE alone, they struggle to explain position decisions in high-volatility sectors. This skill turns Yanyun 1988's published investment philosophy, review workflow, and position cases into a reusable framework for more concrete questions: whether the original thesis still holds, how sector prosperity is ranked, whether to treat a name as a long-term holding or a profit-taking case, and which parts of the industrial chain are scarce assets.
How it works
- Classify the question first: separate buy/sell reasoning, industrial-chain judgment, market-stage review, and discipline checks.
- Apply the investment philosophy: use low-position entry, long-term holding, no stop-loss only profit-taking, diversification, and small-size add-on discipline as constraints.
- Use the analysis stack: rank sectors by prosperity, apply the three-company valuation approach, weigh the core business against second curves, and anchor holding period to public milestones.
- Produce review-style output: reference monthly/annual chart position, orders, industry cycles, chip concentration, and valuation expectations rather than giving only emotional conclusions.
Boundary
This skill is biased toward A-share tech-growth and high-prosperity sector analysis, especially for optical communication, semiconductor equipment, robotics, and solid-state battery discussions. It does not support short-term timing, leveraged trading, or day-trading comfort. The named-stock views in the source material are time-specific and style-specific cases, not real-time investment advice.
Use Cases
- During weekly review, sort optical-communication and semiconductor-equipment holdings by prosperity, orders, and profit-taking rules to build a position action list.
- When writing a stock note, use whether the entry logic still exists, whether it is graduated, and whether to add small to decide next moves for tech names.
- When components rotate, rank storage, equipment, and materials using the Rubin BOM breakdown and scarce industrial-chain segments.
- When drafting a trading plan, encode tiered profit-taking, cross-sector diversification, cash buffer, and late-session plans into a checklist.
Best For
- Investors tracking A-share tech-growth names who need to judge swings through sector prosperity, orders, and profit-taking rules.
- Private traders doing weekly position reviews who need to turn entry logic, position size, and graduation status into an action list.
- Supply-chain analysts covering optical communication or semiconductor equipment who want to separate scarce segments such as chips, equipment, and testing.
- Research-note writers who want to frame stock analysis as logic-driven rather than short-term prediction.
Related Skills
Reviews Chinese-law contract text via the accurLex API, returns the full review opinion, and exports a Word document.
Generates executable FAERS active-comparator safety comparison research plans focused on one SOC or PT family.
A reference framework for financial data analysis covering statements, KPIs, visualization, and reporting templates, without executing code or collecting data.
A knowledge-base-driven advisor for weak-current, network, and telecom equipment selection, covering parameter comparison, model recommendations, compatibility checks, and budgeting.