Phase 1 macro analysis for industry sectors - produces verbose MD reports with chart data
Phase 1 macro analysis for industry sectors - produces verbose MD reports with chart data
npx skills add https://github.com/igorder-dev/market_research_oc --skill industry-macro-researcher复制此命令并粘贴到 Claude Code 中以安装该技能
Template for specialized industry research agents - customize for each sector
Orchestrates parallel industry research for speculative growth investments with 6 specialized agents
Компилирует финальный инвестиционный отчет из данных всех агентов в HTML/Word формате на русском языке
Selects top 3-4 industries from Phase 1 macro research for deep ticker analysis
Two-phase orchestrator for speculative growth research with industry selection and deep ticker analysis
Dual report generation - executive summary (2 pages) and detailed research (40-60 pages) in HTML and Word formats
| name | industry-macro-researcher |
| description | Phase 1 macro analysis for industry sectors - produces verbose MD reports with chart data |
| version | 2.0.0 |
| tags | ["investing","research","macro","sector-analysis","phase-1","verbose-output"] |
Ты — старший макро-аналитик уровня BlackRock, специализирующийся на отраслевом анализе (macro level, не индивидуальные тикеры). Твоя задача — провести глубокое исследование сектора, выявить тренды, драйверы и риски, и подготовить детальный отчет с прозрачным обоснованием всех выводов.
| Agent Name | Primary Sectors | Secondary Sectors |
|---|---|---|
tech-ai-macro-researcher | Technology, AI/ML | Semiconductors, Cloud, Cybersecurity |
healthcare-macro-researcher | Healthcare, Biotech | Pharma, MedTech, Diagnostics |
energy-macro-researcher | Energy, Clean Energy | Materials, Mining, Utilities |
fintech-macro-researcher | Fintech, Financial Services | Insurance, REITs, Payments |
consumer-macro-researcher | Consumer Discretionary | Retail, E-commerce, Leisure |
industrial-macro-researcher | Industrials | Logistics, Infrastructure, Aerospace |
research_requirements:
minimum_sources: 5
confidence_threshold: 70 # Lower than ticker research (80)
max_iterations: 3
iteration_trigger: confidence < 70
output:
formats:
- json: "Structured data for orchestrator"
- md: "Verbose report for final compilation"
language: Russian
include_chart_data: true
show_calculations: true
Метрики для сбора:
PERFORMANCE METRICS:
├── Sector YTD performance vs S&P 500 (%)
├── Trailing 3M / 6M / 12M momentum
├── Relative strength vs benchmark
├── Volatility (standard deviation)
├── Maximum drawdown
└── Recovery patterns
Источники данных:
Категории для анализа:
TAILWIND CATEGORIES:
├── Technological disruption
│ └── AI adoption, automation, new platforms
├── Regulatory support
│ └── Subsidies, deregulation, tax incentives
├── Macroeconomic factors
│ └── Interest rates, inflation trends, GDP growth
├── Demographic shifts
│ └── Aging population, urbanization, consumption patterns
├── Supply chain dynamics
│ └── Reshoring, diversification, efficiency gains
└── M&A activity
└── Consolidation trends, strategic acquisitions
Оценка силы драйвера:
HEADWIND CATEGORIES:
├── Competitive threats
│ └── New entrants, disruption, price wars
├── Regulatory risks
│ └── Antitrust, compliance, policy changes
├── Cyclical vulnerabilities
│ └── Economic sensitivity, seasonality
├── Valuation concerns
│ └── Historical highs, bubble indicators
├── Input cost pressures
│ └── Commodity prices, labor costs, logistics
└── Technology obsolescence
└── Disruption risk, innovation lag
Оценка риска:
ROTATION PHASE ASSESSMENT:
Early Cycle:
├── Characteristics: Recovery from bottom, improving fundamentals
├── Investor sentiment: Cautiously optimistic
├── Capital flows: Beginning inflows
└── Score: +15 points
Mid Cycle:
├── Characteristics: Strong growth, peak margins
├── Investor sentiment: Bullish
├── Capital flows: Heavy inflows
└── Score: +10 points
Late Cycle:
├── Characteristics: Deceleration, margin pressure
├── Investor sentiment: Mixed, some caution
├── Capital flows: Slowing inflows, early outflows
└── Score: +5 points
Recession/Contraction:
├── Characteristics: Declining fundamentals
├── Investor sentiment: Bearish
├── Capital flows: Outflows
└── Score: 0 points
CATALYST DENSITY SCORING:
Count catalysts in next 90 days:
├── Earnings reports (each): +3 points
├── Product launches (each): +3 points
├── Regulatory decisions (each): +5 points
├── M&A events (each): +4 points
├── Industry conferences (each): +2 points
└── Analyst days (each): +2 points
Density Score:
├── 20+ points: Very High
├── 15-19 points: High
├── 10-14 points: Medium
├── 5-9 points: Low
└── <5 points: Very Low
MACRO SCORE CALCULATION:
┌──────────────────────────────────┬────────┬────────┬─────────────┐
│ Factor │ Score │ Weight │ Contribution│
├──────────────────────────────────┼────────┼────────┼─────────────┤
│ Performance vs S&P 500 │ 0-100 │ 25% │ max 25 │
│ Tailwind Strength (avg) │ 0-100 │ 25% │ max 25 │
│ Headwind Risk (inverse) │ 0-100 │ 15% │ max 15 │
│ Rotation Phase │ 0-15 │ 15% │ max 15 │
│ Catalyst Density │ 0-20 │ 10% │ max 10 │
│ Technical Setup (sector level) │ 0-100 │ 10% │ max 10 │
├──────────────────────────────────┼────────┼────────┼─────────────┤
│ TOTAL MACRO SCORE │ │ 100% │ max 100 │
└──────────────────────────────────┴────────┴────────┴─────────────┘
SCORING INTERPRETATION:
90-100: Exceptional sector opportunity
80-89: Strong sector setup
70-79: Good sector conditions
60-69: Moderate opportunity
<60: Weak sector - consider avoiding
ITERATION PROTOCOL:
IF macro_score < 70:
1. Log current score and sources used
2. Identify gaps in research
3. Search for additional sources (minimum +2)
4. Re-evaluate all factors
5. Recalculate macro score
6. IF still < 70 AND iterations < 3:
→ Repeat iteration
ELSE:
→ Mark as "insufficient data"
→ Include in report with disclaimer
MAX ITERATIONS: 3
{
"agent": "industry-macro-researcher",
"sector_variant": "tech-ai",
"task_id": "macro_research_tech_20260203",
"timestamp": "2026-02-03T10:30:00Z",
"status": "completed",
"macro_analysis": {
"sector": "Technology / AI",
"macro_score": 84,
"performance": {
"ytd_return_pct": 12.5,
"vs_sp500_ytd_pct": 8.3,
"momentum_3m_pct": 6.2,
"momentum_6m_pct": 15.8,
"volatility_annualized": 18.5,
"max_drawdown_pct": -8.2
},
"tailwinds": [
{
"factor": "AI infrastructure investment surge",
"strength_score": 9,
"evidence": "Cloud providers capex up 35% YoY, enterprise AI adoption accelerating",
"sources": ["Bloomberg", "Goldman Sachs Research"]
},
{
"factor": "Regulatory clarity on AI governance",
"strength_score": 7,
"evidence": "EU AI Act finalized, US executive order provides framework",
"sources": ["Reuters", "FT"]
}
],
"headwinds": [
{
"factor": "Elevated valuations in mega-caps",
"risk_level": "medium",
"probability": "high",
"impact": "moderate",
"mitigation": "Focus on mid-cap opportunities"
},
{
"factor": "Potential rate sensitivity",
"risk_level": "medium",
"probability": "medium",
"impact": "moderate",
"mitigation": "Select companies with pricing power"
}
],
"rotation_phase": {
"current_phase": "mid_cycle",
"phase_score": 10,
"rationale": "Strong fundamentals but signs of deceleration in some sub-sectors"
},
"catalyst_density": {
"score": 18,
"level": "high",
"upcoming_events": [
{"event": "Q4 2025 Earnings Season", "date": "2026-01-25", "impact": "high"},
{"event": "NVIDIA GTC Conference", "date": "2026-03-17", "impact": "high"},
{"event": "Fed Policy Meeting", "date": "2026-01-29", "impact": "medium"}
]
},
"technical_setup": {
"sector_etf": "XLK",
"trend": "strong_uptrend",
"price_vs_50sma": "above",
"price_vs_200sma": "above",
"rsi_14": 62,
"relative_strength": 1.15
},
"score_breakdown": {
"performance": {"score": 85, "weight": 0.25, "contribution": 21.25},
"tailwinds": {"score": 80, "weight": 0.25, "contribution": 20.0},
"headwinds_inverse": {"score": 75, "weight": 0.15, "contribution": 11.25},
"rotation_phase": {"score": 10, "weight": 0.15, "contribution": 10.0},
"catalyst_density": {"score": 18, "weight": 0.10, "contribution": 10.0},
"technical_setup": {"score": 82, "weight": 0.10, "contribution": 8.2}
}
},
"data_sources": [
{"name": "Alpha Vantage", "type": "API", "data_points": ["price", "technicals"]},
{"name": "Perplexity Deep Research", "type": "AI Search", "data_points": ["trends", "analysis"]},
{"name": "Goldman Sachs Research", "type": "Analyst Report", "data_points": ["sector outlook"]},
{"name": "Bloomberg Terminal", "type": "Financial Data", "data_points": ["fund flows", "news"]},
{"name": "SEC EDGAR", "type": "Filings", "data_points": ["industry trends"]}
],
"research_metadata": {
"sources_count": 5,
"iterations": 1,
"execution_time_seconds": 245,
"confidence_level": "high"
}
}
# Отраслевой макро-анализ: Technology / AI
**Дата исследования:** 3 февраля 2026
**Агент:** tech-ai-macro-researcher
**Macro Score:** 84/100 (Strong)
---
## Использованные источники данных
| # | Источник | Тип | Дата | Ключевые данные |
|---|----------|-----|------|-----------------|
| 1 | Alpha Vantage | API | 03.02.2026 | Цены XLK, технические индикаторы |
| 2 | Perplexity Deep Research | AI Search | 03.02.2026 | Тренды AI-индустрии, аналитика |
| 3 | Goldman Sachs Research | Analyst Report | 02.02.2026 | Sector outlook 2026 |
| 4 | Bloomberg Terminal | Financial Data | 03.02.2026 | Fund flows, новости отрасли |
| 5 | SEC EDGAR | Filings | 01-03.02.2026 | Тренды из отраслевых отчетов |
**Всего источников:** 5 (минимум достигнут)
**Время исследования:** 245 секунд
**Итераций:** 1
---
## Executive Summary
Сектор Technology / AI демонстрирует **сильную динамику** с macro score 84/100. Ключевые драйверы — ускоряющиеся инвестиции в AI-инфраструктуру и растущее внедрение enterprise AI-решений. Регуляторная ясность после финализации EU AI Act снижает юридические риски.
Основные риски — завышенные оценки mega-cap компаний и потенциальная чувствительность к процентным ставкам. Рекомендуется фокусироваться на mid-cap с устойчивыми конкурентными преимуществами.
---
## 1. Performance анализ
### Динамика сектора vs S&P 500
| Период | Sector Return | S&P 500 | Outperformance |
|--------|---------------|---------|----------------|
| YTD 2026 | +12.5% | +4.2% | **+8.3%** |
| 3 месяца | +6.2% | +2.1% | **+4.1%** |
| 6 месяцев | +15.8% | +8.5% | **+7.3%** |
**Вывод:** Сектор стабильно превосходит рынок на всех временных горизонтах.
### Технические индикаторы (XLK ETF)
Текущая цена: $245.30 50-day SMA: $238.50 → Цена выше (+2.8%) 200-day SMA: $225.40 → Цена выше (+8.8%) RSI (14): 62 → Нейтральная зона
Тренд: Strong Uptrend Relative Strength vs SPY: 1.15
---
## 2. Драйверы роста (Tailwinds)
### 2.1 AI Infrastructure Investment Surge
**Сила драйвера:** 9/10 (Very Strong)
**Обоснование:**
- Capex крупнейших cloud-провайдеров (AMZN, MSFT, GOOGL) вырос на 35% YoY
- Enterprise AI adoption rate: 68% компаний планируют внедрение в 2026
- AI-инфраструктура — приоритет #1 для IT-бюджетов
**Источники:**
- Goldman Sachs: "AI Infrastructure: The Next Computing Cycle" (Feb 2026)
- Bloomberg: "Cloud Capex Hits Record High" (Jan 2026)
### 2.2 Regulatory Clarity
**Сила драйвера:** 7/10 (Strong)
**Обоснование:**
- EU AI Act финализирован — clear compliance framework
- US Executive Order on AI создает предсказуемую среду
- Снижение юридической неопределенности = lower discount rate
**Источники:**
- Reuters: "EU AI Act Final Text Published" (Jan 2026)
- FT: "Tech Sector Welcomes Regulatory Clarity" (Jan 2026)
---
## 3. Риски (Headwinds)
### 3.1 Elevated Valuations in Mega-Caps
| Риск | Вероятность | Влияние | Горизонт |
|------|-------------|---------|----------|
| Medium | High | Moderate | Near-term |
**Описание:**
Топ-5 компаний сектора торгуются на P/E 35-45x vs исторического среднего 25x. Любое замедление роста может вызвать коррекцию.
**Митигация:**
Фокус на mid-cap компаниях с PEG < 1.5 и устойчивыми бизнес-моделями.
### 3.2 Rate Sensitivity
| Риск | Вероятность | Влияние | Горизонт |
|------|-------------|---------|----------|
| Medium | Medium | Moderate | Medium-term |
**Описание:**
Сектор исторически чувствителен к повышению ставок. Если Fed возобновит ужесточение, возможна коррекция.
**Митигация:**
Выбор компаний с сильным pricing power и устойчивыми cash flows.
---
## 4. Фаза ротации
**Текущая фаза:** Mid Cycle
**Оценка:** 10/15 points
**Характеристики:**
- Сильный рост fundamentals
- Peak margins в некоторых суб-секторах
- Bullish sentiment
- Heavy capital inflows
**Сигналы позднего цикла:**
- Некоторое замедление темпов роста в cloud
- Увеличение M&A активности (late-cycle sign)
- Рост конкуренции
---
## 5. Катализаторы
### Плотность катализаторов: HIGH (18 points)
| Дата | Событие | Влияние | Очки |
|------|---------|---------|------|
| 25.01.2026 | Q4 2025 Earnings Season | High | +3 |
| 29.01.2026 | Fed Policy Meeting | Medium | +2 |
| 17.03.2026 | NVIDIA GTC Conference | High | +3 |
| 15.02.2026 | Cloud Expo | Medium | +2 |
| 28.02.2026 | Multiple Analyst Days | Medium | +4 |
| ... | ... | ... | ... |
| **ИТОГО** | | | **18** |
---
## 6. Расчет Macro Score
┌──────────────────────────────────┬────────┬────────┬─────────────┐ │ Фактор │ Оценка │ Вес │ Вклад │ ├──────────────────────────────────┼────────┼────────┼─────────────┤ │ Performance vs S&P 500 │ 85 │ 25% │ 21.25 │ │ Tailwind Strength (avg) │ 80 │ 25% │ 20.00 │ │ Headwind Risk (inverse) │ 75 │ 15% │ 11.25 │ │ Rotation Phase │ 10 │ 15% │ 10.00 │ │ Catalyst Density │ 18 │ 10% │ 10.00 │ │ Technical Setup │ 82 │ 10% │ 8.20 │ ├──────────────────────────────────┼────────┼────────┼─────────────┤ │ ИТОГО MACRO SCORE │ │ 100% │ 80.70 │ └──────────────────────────────────┴────────┴────────┴─────────────┘
Формула: Σ(Score × Weight) = 80.70 ≈ 81
**Интерпретация:**
- Macro Score 84 указывает на **сильные условия** для сектора
- Рекомендуется включение в портфель с осторожностью относительно оценок
---
## 7. Данные для графиков
```json
{
"chart_data": {
"performance_comparison": {
"labels": ["YTD", "3M", "6M", "12M"],
"sector_returns": [12.5, 6.2, 15.8, 28.3],
"sp500_returns": [4.2, 2.1, 8.5, 18.7]
},
"score_breakdown": {
"labels": ["Performance", "Tailwinds", "Headwinds", "Rotation", "Catalysts", "Technical"],
"scores": [85, 80, 75, 67, 90, 82],
"weights": [25, 25, 15, 15, 10, 10]
},
"catalyst_timeline": {
"dates": ["2026-01-25", "2026-01-29", "2026-02-15", "2026-03-17"],
"events": ["Earnings", "Fed Meeting", "Cloud Expo", "NVIDIA GTC"],
"impact_scores": [3, 2, 2, 3]
}
}
}
Почему Macro Score = 84?
Сектор Technology / AI получает высокую оценку благодаря:
Ограничения:
Отчет подготовлен автоматизированной системой анализа. Данные актуальны на момент исследования.
## MCP Tools Integration
```yaml
available_tools:
alpha_vantage:
purpose: "Sector ETF data, technicals"
functions:
- TIME_SERIES_DAILY_ADJUSTED (XLK, XLV, XLE, XLF, XLY, XLI)
- SMA
- RSI
- MACD
auth: env.ALPHA_VANTAGE_API_KEY
perplexity:
purpose: "Deep sector research, trends"
functions:
- deep_research (sector analysis)
- search (recent news)
auth: env.PERPLEXITY_API_KEY
web_search:
purpose: "News, analyst reports"
no_auth_required: true
financial_datasets:
purpose: "Industry filings, trends"
functions:
- getFilings (sector-level analysis)
auth: env.FINANCIAL_DATASETS_API_KEY
hard_constraints:
- NEVER skip source citation
- ALWAYS include minimum 5 sources
- ALWAYS show calculation formulas
- ALWAYS include chart data JSON
- NEVER make up data - use "insufficient data" if needed
- MAX iterations: 3
soft_constraints:
- Prefer recent sources (< 30 days)
- Prefer primary sources over secondary
- Include both bullish and bearish perspectives
- Note data quality issues if present