美股价值投资批量筛选

作者：user_jheayl

行业专业

粘贴到 Agent 中安装使用

填写任务表

收费方式

按次使用¥0.20 / 次调用

输入示例

公开示例

As-of date (optional): 2026-09-02
Ticker data packet (JSON string): {"identityPacket":{"ticker":"AAPL","companyName":"Apple Inc.","industry":"Technology Hardware","dataAsOf":"2026-09-01","fiscalPeriod":"FY2025","sources":["https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193"]},"financialPacket":{"marketSnapshot":{"price":220.5,"currency":"USD","asOf":"2026-09-01","pe":28.4,"marketCapUsd":3263400},"annualHistory":{"fiscalYearEnd":["2023-09-30","2024-09-28","2025-09-27"],"revenue":[383285,391035,416161],"netIncome":[96995,93736,112010],"freeCashFlow":[99584,108807,98767]},"unknowns":[],"balanceSheet":{"cash":30000,"currentAssets":145000,"currentLiabilities":80000,"shortTermDebt":10000,"netPPE":95000,"otherAssets":5000,"totalDebt":100000,"otherLiabilities":15000,"equity":60000,"sharesOutstanding":14800}},"qualitativePacket":{"businessModel":[{"fact":"Apple sells iPhones, Macs, services and wearables","source":"https://www.apple.com/investor/","date":"2026-09-01","sourceTier":"S"}],"moatEvidence":[{"fact":"Brand strength; integrated hardware-software-services ecosystem","source":"https://www.apple.com/investor/","date":"2026-09-01","sourceTier":"S"}],"managementCulture":[{"fact":"Tim Cook CEO since 2011; strong capital-return track record","source":"https://www.apple.com/investor/","date":"2026-09-01","sourceTier":"S"}],"capitalAllocation":[{"fact":"Multi-year share buyback program; consistent dividend growth","source":"https://www.apple.com/investor/","date":"2026-09-01","sourceTier":"S"}],"riskFactors":[{"fact":"Concentration in iPhone revenue; China geopolitical exposure","source":"https://www.apple.com/investor/","date":"2026-09-01","sourceTier":"S"}],"contraryEvidence":[],"unknowns":[]}}
Model assumptions (JSON string): {"schemaVersion":"loomloom-model-assumptions/v1","asOf":"2026-09-01","currency":"USD","units":"USD millions","baseScenario":"base","scenarios":{"bear":{"label":"Bear","years":5,"revenueGrowth":[0.01,0.01,0.01,0.01,0.01],"ebitMargin":[0.28,0.27,0.26,0.25,0.24],"taxRate":0.21,"daPctRevenue":0.03,"capexPctRevenue":0.04,"nwcPctRevenue":0.1,"interestRateOnDebt":0.045,"debtRepaymentPct":0.05,"dividendPayoutRatio":0.15,"buybackPctOfNetIncome":0.5,"wacc":0.1,"terminalMethod":"perpetuity","terminalGrowth":0.015},"base":{"label":"Base","years":5,"revenueGrowth":[0.04,0.04,0.04,0.035,0.035],"ebitMargin":[0.32,0.32,0.32,0.32,0.32],"taxRate":0.21,"daPctRevenue":0.03,"capexPctRevenue":0.035,"nwcPctRevenue":0.1,"interestRateOnDebt":0.04,"debtRepaymentPct":0.05,"dividendPayoutRatio":0.15,"buybackPctOfNetIncome":0.5,"wacc":0.085,"terminalMethod":"perpetuity","terminalGrowth":0.025},"bull":{"label":"Bull","years":5,"revenueGrowth":[0.07,0.07,0.06,0.06,0.05],"ebitMargin":[0.34,0.35,0.35,0.36,0.36],"taxRate":0.21,"daPctRevenue":0.03,"capexPctRevenue":0.03,"nwcPctRevenue":0.1,"interestRateOnDebt":0.04,"debtRepaymentPct":0.05,"dividendPayoutRatio":0.15,"buybackPctOfNetIncome":0.5,"wacc":0.075,"terminalMethod":"perpetuity","terminalGrowth":0.03}},"sources":[{"field":"scenarios.*.wacc","value":"8.5% base / 10.0% bear / 7.5% bull","source":"user-supplied assumption","date":"2026-09-01"},{"field":"scenarios.*.revenueGrowth","value":"1%-7% explicit years","source":"user-supplied assumption","date":"2026-09-01"},{"field":"scenarios.*.terminalGrowth","value":"1.5%-3.0%","source":"user-supplied assumption","date":"2026-09-01"}],"unknowns":[]}

填写说明与工作流信息

需要准备什么

基于价值投资框架，对每只美股进行商业模式、护城河与资本配置、财务质量、估值及安全边际研究；云端完成三表+DCF、证据审计与报告。仅用于研究辅助，不构成投资建议，不提供目标价、收益预测或买卖建议。

As-of date (optional)选填: YYYY-MM-DD used for freshness checks. Blank uses modelAssumptions.asOf or the run date.
Ticker data packet (JSON string)必填: Three JSON-encoded packets concatenated as one string: identityPacket, financialPacket, qualitativePacket. The local Skill's preflight validates freshness, HTTPS sources, and unit consistency before this template is invoked.
Model assumptions (JSON string)必填: Explicit DCF drivers for bear / base / bull: years, revenue growth, EBIT margin, tax rate, D&A, capex, NWC, interest, debt repayment, payout, buyback, WACC, terminal method and value. Missing drivers block the model; there are no automatic defaults.
Override model (optional; leave blank for default)选填: Pick a specific model from this Listing's eligible set, or leave blank to use the server's current default.

生成说明

每一行会作为一个独立任务提交。必填字段已用 * 标出。

One US equity per row. Supply tickerPacket (the three packets plus balanceSheet and marketCapUsd) and modelAssumptions; optionally supply asOf for freshness checks.
Step 0 is a deterministic Code node that validates the input contract. If ready=false, all downstream steps are skipped and no model or API fees are incurred for them.
Four parallel reviews run per row when preflight passes: business model & circle of competence, moat & management, financial quality, valuation with margin of safety.
The model step runs deterministic Python code: integrated three-statement projection, three-scenario DCF, reverse DCF, WACC x terminal sensitivity, and an xlsx workbook artifact. Missing drivers block the model.
The audit step resolves evidence paths, checks narrative numbers, scores the four dimensions, and validates model self-checks. The report step always runs and labels the result accepted or rejected; a rejected report must not be treated as a clean result.
The local Skill remains available for optional independent recomputation, offline runs, and report customization; it is no longer required for the cloud result. Research aid only; no target prices, position sizes, or buy/sell instructions.

每张卡片是一项任务，按字段逐项填写。

	As-of date (optional)	Ticker data packet (JSON string)*	Model assumptions (JSON string)*	Override model (optional; leave blank for default)	操作
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