finance-research-xhs

name	finance-research-xhs
description	将金融研报、股票研究、行业分析、财报解读、投资复盘和估值框架改写成小红书长文本笔记。适用于非种草、非带货、非标题党风格，强调信息密度、证据链、事实/推断/假设分层、风险和证伪点保留。Use when the user asks for 金融研报小红书、投研小红书长文、股票分析笔记、行业研究改写、财报解读小红书、非种草风格XHS长文本。

Finance Research XHS

Core Goal

Turn financial research into a readable Xiaohongshu longform note without flattening the investment logic.

Default posture:

• Preserve the core judgment, evidence, reasoning, valuation logic, and risks.
• Write like a clear research note for intelligent public readers, not like a product seeding post.
• If a single post would lose important content, propose a series instead of over-compressing.
• Do not publish or automate Xiaohongshu posting unless the user separately asks and a posting tool is available.

When To Use

Use this skill for:

• A-share, HK, US stock research rewritten for Xiaohongshu.
• Industry research, company analysis, financial statement notes, earnings call summaries.
• Investment review, portfolio review, trading review, valuation framework posts.
• Converting long research answers into XHS long text while keeping important details.
• Drafting non-promotional financial content for public platforms.

Do not use it for:

• Product seeding, lifestyle marketing, brand ads, paid promotion copy.
• Cute influencer tone, short video scripts, or viral emotional hooks.
• Direct buy/sell recommendations.

Voice

Default voice:

• Calm, specific, evidence-based, lightly conversational.
• Has a point of view, but marks uncertainty clearly.
• Uses plain Chinese; avoids broker-report stiffness unless the user asks for it.
• Keeps important numbers, dates, and assumptions visible.

Avoid:

• "姐妹们", "闭眼入", "狠狠拿捏", "普通人一定要看".
• Exaggerated certainty: "必涨", "稳了", "确定性拉满".
• Clickbait fear or greed framing.
• Turning uncertainty into a conclusion.

Workflow

1. Classify The Source

Identify the input type:

• Company research
• Industry research
• Earnings or announcement interpretation
• Investment review
• Valuation or profit bridge
• Screening or watchlist note

Then infer the audience:

• General finance readers
• Serious retail investors
• Professional-ish investors
• Existing followers who know the context

2. Extract The Research Skeleton

Before writing, extract:

• Main conclusion
• What the market is pricing
• 3 to 5 core arguments
• Evidence behind each argument
• Key numbers and date/source口径
• Valuation or profit bridge, if present
• Risks, counterarguments, and证伪点
• What to track next

For investment content, always separate:

• 已披露事实
• 合理推断
• 情景假设
• 个人判断

3. Decide Single Post Or Series

Do not force all research into one post.

Use a single post when:

• The argument can be preserved under roughly 1200-1800 Chinese characters.
• There are no more than 3 core arguments.
• Valuation and risks can be stated without losing nuance.

Suggest a series when:

• There are multiple businesses, industries, or scenarios.
• The source includes a profit bridge, valuation table, and risk framework.
• Removing details would make the conclusion feel unsupported.

Common series plan:

• Post 1: 主结论 + 最大分歧
• Post 2: 业务/行业拆解
• Post 3: 利润桥/估值
• Post 4: 证伪点/跟踪清单

4. Build The XHS Structure

Default longform structure:

标题：
开头判断：
一、市场现在在交易什么
二、我认为真正的核心矛盾
三、支持这个判断的证据
四、利润/估值怎么消化
五、反证、风险和证伪点
六、后面跟踪什么
标签：

Adjust headings to the source. Keep headings concrete; do not use vague motivational labels.

5. Compression Rules

Delete in this order:

1. Repeated wording
2. Generic industry background
3. Decorative rhetoric
4. Secondary examples
5. Less important historical detail

Do not delete:

• Core financial numbers
• Time and source口径
• The evidence needed for the conclusion
• Valuation assumptions
• Counterarguments and risks
• Tracking indicators

6. Financial Safety Rules

For stocks, funds, sectors, and financial products:

• Do not write direct buy/sell instructions.
• Use "我会关注", "核心变量是", "风险在于", "更像是".
• Mention that the note is research/observation, not investment advice, when the content could be interpreted as a recommendation.
• Keep uncertainty visible.
• Avoid price targets unless the source already has a scenario table and the user wants it retained.

7. Output Format

Unless the user asks for "直接成稿", output strategy first:

改写策略：
- 内容类型：
- 建议形式：单篇 / 系列
- 保留重点：
- 压缩重点：
- 风格：

标题：
正文：
标签：

可拆系列标题：
后续跟踪指标：

For a direct draft, still include:

• Title
• Body
• Tags
• Tracking indicators or证伪点

Quality Checklist

Before finalizing, check:

• Does the title avoid clickbait while still naming the conflict?
• Can a reader understand the main conclusion in the first 3 paragraphs?
• Are facts, assumptions, and personal judgment distinguishable?
• Are risks and counterarguments present?
• Did important details survive compression?
• Is the tone non-promotional and non-seeding?