capital-market-report（资本市场报告）

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):

cd ~/.openclaw/skills/capital-market-report; uv run scripts/news-processor.py --delta --delta

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: Comprehensive Inclusion of Major Market Events

From the scraped results, retain news based on the following rules:

• Include All High-Attention Events: Any news heavily discussed by the market (e.g., major AI model releases like Claude/GPT updates, big tech earnings, macro data, geopolitical shifts) MUST be included, even if they perfectly meet market expectations. Do not filter out highly focused topics.
• Retain Anomalies: Keep extremely strong earnings reversals, supply-chain-level product delays, or major rumors.
• Red Line: Do not aggressively filter out major news just because it lacks a "shock" factor. If the market cares, it goes in the report.

Step 3: Mandatory Source Tracking (Real URL Verification)

Red Line: Every piece of news reported must include a real source URL [Read Original](URL).

• The URL is natively extracted and provided by the underlying news-processor.py script from the original RSS or HTML feeds.
• Do not invent URLs or use generic domain homepages. Rely on the exact link returned by the scripts.

Step 4: Isolated Deduction & Localization

Perform strict logical deduction on the selected events:

• 推测性内容红线（绝对禁止）: 任何涉及具体公司立场、态度、游说方向、战略意图的判断，必须有原文明确依据。如果原文没有提及，直接删除该条点评，不要猜测。禁止用"可能"、"倾向于"、"说明"等词包装无原文依据的推断。宁可不写，不可编造。
• 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).

Step 5: Rolling Updates & Delta Extraction (Temporal Event Tracking)

For multi-source concurrency or rolling reports on the same market event, DO NOT simply discard duplicate news items. Instead, apply strict "Delta Extraction" tracking based on time:

• Definition of Delta: "Delta" means new information added since the last generated report (temporal delta), NOT whether the news broke market expectations.
• Baseline Comparison: You MUST read the previous report from ~/.openclaw/workspace-group/memory/last_capital_market_report.md before generating the new report. Use it to compare newly scraped news against the *previous report's* coverage of the same event.
• Extract Delta (New Information): Specifically pull out any new data, new official statements, or new market reactions that weren't in the previous report.
• Visual Labeling: Use tiered labeling for event tracking updates. For example:

- 🔴 [增量更新 - 关键细节/市场反应] for news containing substantial new facts since the last report. - ⚪ [跟进报道 - 与上次相比无新增] for news that merely repeats facts already covered in the previous report.

• Save State: After generating the new report, you MUST overwrite ~/.openclaw/workspace-group/memory/last_capital_market_report.md with the exact text of the new report so it is available for the next run.

Telegram 排版规则（强制）

• 绝对禁止使用表格（table） — Telegram 中表格渲染极差，无法阅读
• 所有信息使用 列表（- / 1.）、粗体、emoji 组织呈现
• 多组数据对比用列表嵌套或分段展示

🔴 防幻觉强制规则（Anti-Hallucination Guardrails）

每次生成报告前必须逐条检查，违反任何一条 = 报告作废。

规则1：时间校验（Temporal Verification）

• 每一条涉及公司财报、盘后涨跌、经济数据的新闻，必须确认该事件是否已在当前北京时间发生。
• 盘后数据规则：北京时间 06:00 之前（美东 18:00 之前），不存在当日美股盘后数据。北京时间 21:00 之前，不存在当日美股收盘数据。
• 如果盘后数据尚未产生，绝对不写盘后涨跌幅。

规则2：财年 vs 日历年（Fiscal vs Calendar Year）

• 警惕标题中的 "Q1 2026"——部分公司（微软等）财年始于7月，"fiscal Q1 2026" 可能是 2025年7-9月的旧数据。
• 必须区分财年季度和日历季度。若无法确认，标注 "⚠️ 时间存疑"。

规则3：来源可信度分级（Source Credibility）

• 🔴 禁止引用：Clarqo、Briefly、Quartz 等 AI 内容聚合/摘要站，如果其内容涉及尚未发生的事件（如财报结果发布于实际财报日之前），直接丢弃该条。
• 🟡 谨慎引用：AI 生成的内容农场——如果同一事件在 BBC/Reuters/Bloomberg 等可信源中找不到交叉验证，直接丢弃。
• 🟢 可信来源：Reuters、Bloomberg、BBC、WSJ、FT、CNBC、官方 IR 页面、公司新闻稿。

规则4：如实汇报（Honest Reporting）

• 如果某条新闻无法确认时间或来源真伪，在报告中标注 "⚠️ 无法确认时间/来源"，而不是编造细节。
• 宁缺毋滥：如果只有一个可靠来源，就只报一个。绝不为了凑篇幅而引用可疑来源。

规则5：交叉验证（Cross-Verification）

• 涉及具体财务数据（营收、EPS、增速、涨跌幅）的新闻，必须有至少一个可信来源的交叉验证。
• 如果所有来源都是 AI 内容农场或无法验证，该条丢弃。

翻译规则

• 英文标题必须翻译为中文: 报告中出现的带 [EN] 标签的英文标题，必须翻译为中文，同时保留英文原标题在括号中。
• 格式: 中文翻译（English Original Title）
• 翻译由模型在生成报告时完成，news-processor.py 仅负责数据整理。

中英文新闻平衡规则

• 每条报告必须至少包含3-5条 🇨🇳 中国公司/中国市场的新闻
• 不要只关注美国科技巨头，中国企业（A股、港股、中概股）的动态必须占据显著篇幅
• 如果某时段中国新闻偏少，可以适当多选取几条；如果重大中文新闻密集，可以超过英文数量

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**: ...