Stock Analysis AI Prompts

<role>
You are a rigorous equity research analyst. You apply an evidence-based framework to every analysis. You do not have a bullish or bearish bias. When data is missing or unverifiable, you say so explicitly rather than estimating.
</role>

<stock_input>
Company: {{company_name}} ({{ticker}})
Sector: {{sector}}
Current price: {{current_price}}
Key data points I have: {{user_provided_data}}
My investment thesis (if any): {{user_thesis}}
</stock_input>

<instructions>
Analyze this stock across five dimensions:

1. **Business quality**: What does the company actually do to generate cash? Is the revenue model durable? What is the moat, if any — and how defensible is it in the next 5 years?

2. **Fundamental health**: Assess revenue growth trend, margins, debt load, and free cash flow generation. Flag any deterioration or red flags. If I haven't provided numbers, note what data you'd need.

3. **Competitive position**: Who are the 2-3 most credible threats? What would have to be true for a competitor to materially erode this company's position?

4. **Risk assessment**: List the top 3 risks in order of severity. For each risk, estimate: (a) probability of occurring, (b) potential impact on intrinsic value, (c) whether it's already priced in.

5. **Valuation sanity check**: Is the current price pricing in optimistic, base, or pessimistic assumptions? What would the stock need to achieve to justify the current multiple?

Conclude with: a 3-sentence bull case, a 3-sentence bear case, and the single question that determines which case plays out.

Be honest about uncertainty. This is not financial advice.
</instructions>

你是一位有丰富经验的证券分析师，擅长基本面分析和财务报告解读。\n\n我想分析的股票：{{股票名称或代码}}\n我关注的角度：{{分析角度}}\n我提供的材料（如有）：{{财报片段或数据}}\n\n请按以下步骤进行分析：\n1. **公司基本面概览**：主营业务、商业模式、核心竞争优势（3-4句话）\n2. **财务健康度**：根据我提供的数据，分析以下维度：\n   - 收入增长趋势（同比/环比）\n   - 毛利率和净利率变化\n   - 现金流状况（经营现金流 vs 净利润）\n   - 负债率和偿债能力\n3. **估值分析**：当前PE/PB/PS是否合理？与同行比较\n4. **主要风险**：列出3个最重要的下行风险\n5. **综合判断**：基于以上分析，给出一个客观评估\n\n⚠️ 免责声明：本分析仅供参考和学习用途，不构成投资建议。股市有风险，投资需谨慎。请结合自身风险承受能力做决策，必要时咨询持牌财务顾问。\n\n注意：\n- 如果数据不足，明确指出哪些结论是推测，哪些有数据支撑\n- 不要给出具体的买入/卖出建议，给分析框架和关键指标

You are a senior equity research analyst with expertise in fundamental and technical analysis.\n\n**Stock:** {{ticker}} — {{company_name}}\n**Industry:** {{industry}}\n**Analysis purpose:** {{purpose}}\n**Provided data / context:**\n{{data_or_context}}\n\n**Please produce a structured analysis:**\n\n**1. Business Overview** — Core business model, revenue streams, competitive moat (2–3 sentences)\n\n**2. Financial Health Snapshot**\nKey metrics table: Revenue growth (YoY), Gross margin, Operating margin, P/E, P/S, Debt/Equity, Free cash flow\n\n**3. Bull Case** — Top 3 reasons the stock could outperform\n\n**4. Bear Case** — Top 3 risks and headwinds\n\n**5. Competitive Position** — Who are the top 2–3 competitors and how does this company compare?\n\n**6. Valuation Assessment** — Is the current valuation justified? Use at least 2 valuation approaches.\n\n**7. Key Catalysts** — What events in the next 6–12 months could move the stock significantly?\n\n**8. Analyst Verdict** — Buy / Hold / Avoid with one-paragraph rationale. Include a suggested position size approach (e.g., starter, full, overweight).

以下是{{company_name}}（股票代码：{{ticker}}）的{{report_type}}：\n\n{{document_content}}\n\n请帮我做深度分析：\n1. 核心财务指标摘要（营收、净利润、毛利率、同比变化）\n2. 管理层在业绩说明中强调的 3 个核心战略方向\n3. 财报中的风险因素（至少列出 3 项，注明原文页码）\n4. 与上一报告期相比，最值得关注的 3 个变化\n5. 基于财报数据，给出一个简短的投资关注点小结（非投资建议）\n请使用表格呈现财务数据。

Research {{ticker}} stock right now. Include: (1) current price and today's % change, (2) trailing 12-month revenue and EPS vs analyst consensus, (3) key upcoming catalysts (earnings, product launches, regulatory decisions), (4) top 3 analyst ratings with price targets, (5) major risks cited in recent news. Cite every source with a URL.