统一模型接入与用量管理 立即注册
蓝天
SkillApp 市场

美股价值投资批量筛选

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。

user_jheayl行业专业成功调用 127 次来源调用费 ¥0.2更新于 2026年10月30日

输入与最终输出

输入
你需要提供
输入字段类型要求说明
As-of date (optional)文本选填YYYY-MM-DD used for freshness checks. Blank uses modelAssumptions.asOf or the run date.
Ticker data packet (JSON string)文本必填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)文本必填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)文本选填Pick a specific model from this Listing's eligible set, or leave blank to use the server's current default.
输出
你将获得
code

使用说明

  1. One US equity per row. Supply tickerPacket (the three packets plus balanceSheet and marketCapUsd) and modelAssumptions; optionally supply asOf for freshness checks.
  2. 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.
  3. Four parallel reviews run per row when preflight passes: business model & circle of competence, moat & management, financial quality, valuation with margin of safety.
  4. 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.
  5. 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.
  6. 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.

示例

As-of date (optional)
2026-09-02
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":[]}
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":[]}}

可信信息与更新记录

当前版本v4
下载量12
调用量10
日期版本更新摘要
2026年10月30日v4v11:云端三表+DCF、证据审计、Markdown报告与workbook结构校验;标题更新为“美股长期价值批量筛选”。
2026年7月29日v1

费用与来源

调用费

方式1 · 按次调用

¥0.2/任务

每次运行按提交行数扣 · 创作者收取

模型费

按实际用量
创作者user_jheayl
更新时间2026年10月30日

将提示词发送给你的 Agent 安装 Skill

请根据 https://api.shengsuanyun.com/loom/v1/marketListings/019fad3b-8831-7986-bdd0-db4620e261b8/skillPackage/archive,安装 Skill「美股价值投资批量筛选」。

下载 ZIP 包安装

安装包和费用信息来自原作者;蓝天尚未接入工作流执行服务。