# Capital Market Report

> Generate high-signal, impact-driven capital market anomaly and rumor reports. Focuses on actionable business signals, expectation-breaking news, and deep logical deduction rather than routine index reading. Uses local scanners to digest Chinese and global financial media, Reddit, and Twitter. Features strict market-isolation rules to prevent cross-border misattribution and requires real source URLs.

- Skill: `dvcrn/capital-market-report` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add dvcrn/capital-market-report`
- Raw SKILL.md: https://api.skillmd.com/api/skills/dvcrn/capital-market-report/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: dvcrn (https://skillmd.com/u/dvcrn)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/dvcrn/capital-market-report

---


# 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)

1. **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.
2. **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.
3. **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):
```bash
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)*
```bash
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:

```markdown
📊 **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**: ...
```