longbridge-investment-ideas

longbridge-investment-ideas

Surfaces actionable investment ideas through a multi-lens screening process: value, momentum, fundamental improvement, and thematic catalysts — outputting a prioritised candidate list with brief rationale for each idea.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

Trigger when the user wants to discover new investment opportunities rather than research a specific stock:

• "帮我找一些当前有投资价值的股票" / "幫我發掘一些港股投資機會" / "Generate some investment ideas in AI infrastructure"
• "选股灵感", "多头机会", "what should I be looking at this quarter"

Workflow

1. Clarify parameters with the user if not provided:
2. Market: US / HK / A-share / SG (or multiple)
3. Theme / sector (optional): e.g. AI, EV, healthcare, energy
4. Style: value / growth / momentum / contrarian / short ideas
5. Fetch the relevant universe (index constituents or sector ETF).
6. For top candidates, fetch valuation indices and recent 60-day price momentum.
7. Apply the selected screening lens (see below) to rank candidates.
8. For top 5–8 ideas, fetch news to validate the narrative.
9. Output a ranked candidate list with rationale.

Screening lenses

| Lens | Signal | CLI data | |---|---|---| | Value | Low PE / PB vs industry median | longbridge industry-valuation | | Momentum | Top 60-day price return in universe | longbridge kline --period day --count 60 | | Fundamental improvement | Revenue acceleration / margin expansion (QoQ) | longbridge financial-report --kind IS | | Thematic | Recent policy / product catalyst in news | longbridge news |

CLI

If you're unsure of exact flag names or defaults, run longbridge <subcommand> --help first.

# Fetch universe (index constituents)
longbridge constituent <INDEX_SYMBOL> --format json

# Valuation indices for screening (PE, PB, momentum)
longbridge calc-index <SYMBOL> --format json

# 60-day daily price for momentum calculation
longbridge kline <SYMBOL> --period day --count 60 --format json

# News for narrative validation
longbridge news <SYMBOL> --format json

Output

Screening parameters: market, theme, style lens, date

Idea candidate table:

| Rank | Symbol | Company | Market Cap | Lens | Key Signal | Rationale | |---|---|---|---|---|---|---| | 1 | NVDA.US | NVIDIA | $2.5T | Momentum + Thematic | +40% in 60d; AI capex cycle | ... |

For each top idea, add a one-paragraph 分析摘要 / Analysis summary covering:

• 近期催化剂或关注事项 / Recent catalysts or watchpoints（供参考）
• 关键指标与事件 / Key metrics and events
• Key risk (one-liner bear case)

以上内容仅供参考，不构成投资建议。投资决策请结合自身风险承受能力独立判断。/ The above is for reference only and does not constitute investment advice.

Error handling

| Situation | Simplified Chinese | Traditional Chinese / English | |---|---|---| | command not found: longbridge | 回退到 MCP；否则提示安装 longbridge-terminal | 回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install | | not logged in / unauthorized | 请运行 longbridge auth login | 請運行 longbridge auth login / Run longbridge auth login | | No market or theme specified | 请告知目标市场和投资风格 | 請告知目標市場和投資風格 / Please specify target market and style | | Other stderr | 原样展示错误，不重试 | 原樣展示，不重試 / Surface verbatim, no silent retry |

Related skills

| User asks | Route to | |---|---| | Small-cap growth screening | longbridge-smallcap-growth | | Peer comparison | longbridge-peer-comparison | | Industry valuation | longbridge-valuation | | Full research on a specific idea | longbridge-stock-research | | Market anomaly / unusual movers | longbridge-anomaly |

File layout

longbridge-investment-ideas/
└── SKILL.md

Prompt-only — no scripts/. Discover the latest CLI flags via longbridge <subcommand> --help.