dvcrn Capital Market Report (High-Signal Anomaly Edition)
Generates forward-looking business deduction reports based on an "Absolute Impact Threshold." This skill abandons traditional macroeconomic index reading (e.g., "Nasdaq down 1%"), shifting instead to deep scraping of domestic and international forums, news, and social media to lock in supply-chain anomalies and earnings explosion points with extreme expectation gaps.
Core Philosophy (Absolute Impact Threshold)
- Zero Routine Data: No longer reports routine market data like index points or daily percentage changes. Focuses entirely on nuclear-level anomalies in the business world.
- Dynamic Capacity: Abolishes mechanical rules like "must have 3-5 items." If only 2 events meet the threshold today, report 2; if 8 major global supply-chain-shaking news break, report all 8.
- Core on Selected Assets, Inclusive of Global Leaders: While deeply scanning specific target assets (e.g., Chinese ADRs, A/HK tech stocks, AI/consumer/EV supply chains), it absolutely must not miss strategic turning points from global tech giants (e.g., the "Magnificent Seven" or core global AI leaders).
Execution Pipeline & Toolchain
Step 1: Launch Underlying Scanners
You must run the following information scraping tools:
1. Chinese Financial Core News Scraper (Scraping domestic sources like Cailianshe, Wall Street CN, Sina Finance):
uv run scripts/news-processor.py
2. Overseas Anomaly & Rumor Radar (Monitoring Reddit WSB, CoinGecko, Yahoo Finance movers, Google News rumors):
(Note: Requires the stock-analysis skill to be installed)
uv run ~/.openclaw/skills/stock-analysis/scripts/hot_scanner.py
uv run ~/.openclaw/skills/stock-analysis/scripts/rumor_scanner.py
Step 2: The "Expectation Gap" Filter
From the scraped results, retain ONLY news that meets the "Absolute Impact Threshold":
- Extremely strong earnings reversals or order surges (e.g., a giant's net profit plummeting or orders skyrocketing).
- Global supply-chain-level product delays or tech breakthroughs (e.g., foundation model release delays).
- Multi-billion dollar M&A rumors or concentrated retail investor swarms.
Step 3: Mandatory Source Tracking (Real URL Verification)
If the scripts only return titles or portal homepages, you must use the web search tool (web_search) on the spot to find the authentic original URL for the news article.
- Red Line: Do not use domain homepages (e.g.,
https://finance.yahoo.com/) or search engine results pages as the source link. - You must pinpoint the exact article landing page.
Step 4: Isolated Deduction & Localization
Perform strict logical deduction on the selected events:
- Market Isolation Red Line: Rigorously distinguish the "country/market" where the anomaly occurred. For example, a surge in US domestic airfares can only be deduced as bullish for US airlines and US OTAs; it absolutely cannot be forcefully applied to Chinese companies like Trip.com.
- If the event is a shock to an overseas giant (e.g., Honda taking a massive loss), the deduction must clarify whether the logical link to its global competitors genuinely holds up.
- Language Localization: Although this skill description is in English, the final report generated MUST be written in the user's primary conversational language (e.g., if the user communicates in Chinese, the report must be in Chinese).
Report Output Format
The output must be minimalist, sharp, and deduction-driven:
📊 **Capital Market Absolute Impact Report | YYYY-MM-DD HH:MM**
⚠️ **Core Anomaly Alerts (Potential Expectation Gaps & Strategic Inflection Points)**
- **[Category/Theme] Core Event Title (Marked with Country/Market)**
**Source & Link**: News Source Name ([Read Original](Real_Article_URL))
**Core**: A single sentence highlighting the crux of the anomaly.
**Rigorous Deduction**: 1-2 sentences pointing out the bullish/bearish impact and specific stock tickers or supply chains. The logic must be airtight.
- **[Category/Theme] Core Event Title (Marked with Country/Market)**
**Source & Link**: News Source Name ([Read Original](Real_Article_URL))
**Core**: ...
**Rigorous Deduction**: ...