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lyra81604/zhengxi-views
郑希观点库——基于易方达基金经理郑希 2012–2026 年全部公开观点原文语料，外加从语料蒸馏、有本人原话佐证的郑希投资方法的可溯源 research skill。能做： (1) 溯源问答——他怎么看 AI算力/光通信/新能源/半导体/ROE 等，引用其原话作答； (2) 讲解他的投资方法/框架/选股逻辑；(3) 前瞻应用——用他的方法分析当下任意主题/行业/个股，语料没谈过也能据框架推演； (4) 风格化点评——用他季报/手记的口吻写市场点评、季度展望； (5) 言行对照——用他全部基金真实数据（季度持仓/净值/业绩/规模/任职回报）核对"说的"与"买的"，或答他的业绩/重仓/规模； (6
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1.8kGitHub stars
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3commits in 30 days
Heat
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How it works
zhengxi-views
When your agent uses it
郑希观点库——基于易方达基金经理郑希 2012–2026 年全部公开观点原文语料，外加从语料蒸馏、有本人原话佐证的郑希投资方法的可溯源 research skill。能做： (1) 溯源问答——他怎么看 AI算力/光通信/新能源/半导体/ROE 等，引用其原话作答； (2) 讲解他的投资方法/框架/选股逻辑；(3) 前瞻应用——用他的方法分析当下任意主题/行业/个股，语料没谈过也能据框架推演； (4) 风格化点评——用他季报/手记的口吻写市场点评、季度展望； (5) 言行对照——用他全部基金真实数据（季度持仓/净值/业绩/规模/任职回报）核对"说的"与"买的"，或答他的业绩/重仓/规模； (6) 全市场查询对比——内置约 2.7 万只基金列表，按需抓任意基金真实数据做查询或与郑希对比； (7) 郑希框架评分——给一只基金按他的方法打分（多像郑希会买的）。 When the user mentions 郑希/易方达郑希/zhengxi, asks his view on a sector/stock/theme, his 投资方法/框架/选股/风格/持仓/业绩/净值/规模, wants to apply his approach, a commentary 用郑希口吻, to check words vs holdings, or to look up/compare/score ANY China mutual fund (任意基金/某基金经理/同类对比/给基金打分)——use this skill, even if they don't say "skill", even if the topic isn't in his corpus (fall back to his method). 引用忠于原文、不杜撰；推演与原话区分。研究学习辅助，非投资建议。
What it loads into context
Frontmatter
529 tokensAlways available to the agent
SKILL.md
3,846 tokensWhen the skill is activated
Reference documents
116,823 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- 运行脚本的方式（重要，否则会一直弹确认框）
- 怎么回答：自然为主，按问题来
- 引用与诚实（这部分别松）
- 工具
- 边界
Scripts executed separately
scripts/build_fund_list.pyscripts/build_index.pyscripts/fetch_any_fund.pyscripts/fetch_fund_data.pyscripts/fund_lookup.pyscripts/score_fund.pyscripts/search_corpus.py
Files
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Repository facts
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- Created
- Jun 20, 2026
- Last pushed
- Oct 12, 2026
- Forks
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Before you install
Network or broad shellAutomated signals, not a guarantee
Checked Nov 3, 2026
Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.
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- No broad tool permissions
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- 446 network referencesin 88 files: references/corpus_index.json:2 references/corpus/管理基金_在任.md:6 scripts/fetch_fund_data.py:30 and 85 more
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- 7 executable scriptsin 7 files: scripts/build_fund_list.py:1 scripts/build_index.py:1 scripts/fetch_any_fund.py:1 and 4 more
- No access to secrets
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LICENSE
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Copyright (c) 2026 iiamyyy66 (github: lyra81604, https://github.com/lyra81604/zhengxi-views)
README.md
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感谢 [AtomGit](https://atomgit.com/lyra81604/zhengxi-views) 对本项目的支持，项目已入驻AtomGit，中国大陆用户使用下载项目更便捷。
SKILL.md
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metadata: author: personal project (primary-source corpus of public materials) source: https://www.efunds.com.cn/manager/462.shtml - Network accessline 15
author: personal project (primary-source corpus of public materials) source: https://www.efunds.com.cn/manager/462.shtml license: 个人学习用途；语料为郑希公开披露内容 - Network accessline 16
source: https://www.efunds.com.cn/manager/462.shtml
references/corpus/基金经理手记/01_2025-06-13_易方达基金郑希：2025年6月市场展望.md
references/corpus/基金经理手记/02_2024-10-10_易方达基金郑希：2024年10月市场展望.md
references/corpus/基金经理手记/03_2024-01-08_易方达基金郑希：2024年1月市场展望.md
references/corpus/基金经理手记/04_2023-07-07_易方达基金郑希：2023年7月市场展望.md
references/corpus/基金经理手记/05_2020-12-28_易方达基金郑希：全球科技产业进化与投资.md
references/corpus/基金经理手记/06_2017-10-16_易方达郑希：中国经济基本面随想.md
references/corpus/基金经理手记/07_2015-09-10_易方达郑希：投资随笔.md
references/corpus/基金经理手记/08_2014-08-04_易方达郑希：投资感悟.md
references/corpus/基金经理手记/09_2014-05-06_易方达郑希：投资手记.md
references/corpus/基金经理手记/10_2013-12-31_易方达郑希：经济转型与资本市场.md
references/corpus/基金经理手记/11_2013-10-22_易方达郑希：分享增长的收益.md
references/corpus/基金经理手记/12_2013-07-30_易方达郑希：投资选择与经济转型.md
references/corpus/基金经理手记/13_2013-05-14_易方达郑希：A股投资与新兴产业.md
references/corpus/基金经理手记/14_2013-02-05_易方达郑希：投资与优秀企业.md
references/corpus/基金经理手记/15_2012-11-07_易方达郑希：投资与耐心.md
references/corpus/媒体报道/01_2026-06-08_易方达基金郑希：寻找高景气机会 关注高流动性低ROE资产.md
references/corpus/媒体报道/02_2026-06-08_画像基金经理 _ “复利是拼出来的！” 易方达基金郑希：焦虑过程、平静结果的“周期拼接者”.md
references/corpus/媒体报道/03_2025-05-19_投资大咖说 _ 易方达基金郑希专访.md
references/corpus/媒体报道/04_2020-10-20_易方达基金郑希：建议投资者把握业绩持续向上的企业.md
references/corpus/定期报告/00_2026-07-21_2026年第2季度报告.md
references/corpus/定期报告/00_2026-08-31_2026年中期报告.md
references/corpus/定期报告/01_2026-04-22_2026年第1季度报告.md
references/corpus/定期报告/02_2026-03-31_2025年年度报告.md
references/corpus/定期报告/03_2026-01-22_2025年第4季度报告.md
references/corpus/定期报告/04_2025-10-28_2025年第3季度报告.md
references/corpus/定期报告/05_2025-08-30_2025年中期报告.md
references/corpus/定期报告/06_2025-07-21_2025年第2季度报告.md
references/corpus/定期报告/07_2025-04-22_2025年第1季度报告.md
references/corpus/定期报告/08_2025-03-31_2024年年度报告.md
references/corpus/定期报告/09_2025-01-21_2024年第4季度报告.md
references/corpus/定期报告/10_2024-10-25_2024年第3季度报告.md
references/corpus/定期报告/11_2024-08-30_2024年中期报告.md
references/corpus/定期报告/12_2024-07-18_2024年第2季度报告.md
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references/corpus/定期报告/19_2023-04-21_2023年第1季度报告.md
references/corpus/定期报告/20_2023-03-30_2022年年度报告.md
references/corpus/定期报告/21_2023-01-20_2022年第4季度报告.md
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references/corpus/定期报告/24_2022-07-20_2022年第2季度报告.md
references/corpus/定期报告/25_2022-04-22_2022年第1季度报告.md
references/corpus/定期报告/26_2022-03-30_2021年年度报告.md
references/corpus/定期报告/27_2022-01-21_2021年第4季度报告.md
references/corpus/定期报告/28_2021-10-27_2021年第3季度报告.md
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references/corpus/定期报告/30_2021-07-20_2021年第2季度报告.md
references/corpus/定期报告/31_2021-04-19_2021年第1季度报告.md
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references/corpus/定期报告/41_2019-08-24_2019年中期报告.md
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references/corpus/定期报告/43_2019-04-18_2019年第1季度报告.md
references/corpus/定期报告/44_2019-03-28_2018年年度报告.md
references/corpus/定期报告/45_2019-01-22_2018年第4季度报告.md
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references/corpus/定期报告/49_2018-04-23_2018年第1季度报告.md
references/corpus/定期报告/50_2018-03-30_2017年年度报告.md
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references/corpus/管理基金_在任.md
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"source": "", "link": "https://www.efunds.com.cn/manager/report/2025/1/462_max.shtml", "body_chars": 1279, - Network accessline 650
"link": "https://www.efunds.com.cn/manager/report/2025/1/462_max.shtml", - Network accessline 657
"date": "2025-08-30", "source": "", "link": "https://www.efunds.com.cn/manager/report/2025/2/462_max.shtml", - Network accessline 658
"source": "", "link": "https://www.efunds.com.cn/manager/report/2025/2/462_max.shtml", "body_chars": 1606, - Network accessline 659
"link": "https://www.efunds.com.cn/manager/report/2025/2/462_max.shtml", - Network accessline 666
"date": "2025-10-28", "source": "", "link": "https://www.efunds.com.cn/manager/report/2025/3/462_max.shtml", - Network accessline 667
"source": "", "link": "https://www.efunds.com.cn/manager/report/2025/3/462_max.shtml", "body_chars": 1498, - Network accessline 668
"link": "https://www.efunds.com.cn/manager/report/2025/3/462_max.shtml", - Network accessline 675
"date": "2026-01-22", "source": "", "link": "https://www.efunds.com.cn/manager/report/2025/4/462_max.shtml", - Network accessline 676
"source": "", "link": "https://www.efunds.com.cn/manager/report/2025/4/462_max.shtml", "body_chars": 1511, - Network accessline 677
"link": "https://www.efunds.com.cn/manager/report/2025/4/462_max.shtml", - Network accessline 684
"date": "2026-03-31", "source": "", "link": "https://www.efunds.com.cn/manager/report/2025/5/462_max.shtml", - Network accessline 685
"source": "", "link": "https://www.efunds.com.cn/manager/report/2025/5/462_max.shtml", "body_chars": 1568, - Network accessline 686
"link": "https://www.efunds.com.cn/manager/report/2025/5/462_max.shtml", - Network accessline 693
"date": "2026-04-22", "source": "", "link": "https://www.efunds.com.cn/manager/report/2026/0/462_max.shtml", - Network accessline 694
"source": "", "link": "https://www.efunds.com.cn/manager/report/2026/0/462_max.shtml", "body_chars": 1333, - Network accessline 695
"link": "https://www.efunds.com.cn/manager/report/2026/0/462_max.shtml", - Network accessline 702
"date": "2026-07-21", "source": "", "link": "https://www.efunds.com.cn/manager/report/2026/1/462_max.shtml", - Network accessline 703
"source": "", "link": "https://www.efunds.com.cn/manager/report/2026/1/462_max.shtml", "body_chars": 1473, - Network accessline 704
"link": "https://www.efunds.com.cn/manager/report/2026/1/462_max.shtml", - Network accessline 711
"date": "2026-08-31", "source": "", "link": "https://www.efunds.com.cn/manager/report/2026/2/462_max.shtml", - Network accessline 712
"source": "", "link": "https://www.efunds.com.cn/manager/report/2026/2/462_max.shtml", "body_chars": 1558, - Network accessline 713
"link": "https://www.efunds.com.cn/manager/report/2026/2/462_max.shtml",
scripts/build_fund_list.py
- Executable scriptline 1
Executable file - Network accessline 15
def main(): os.makedirs(OUT, exist_ok=True) url = "http://fund.eastmoney.com/js/fundcode_search.js" - Network accessline 16
os.makedirs(OUT, exist_ok=True) url = "http://fund.eastmoney.com/js/fundcode_search.js" r = requests.get(url, headers={"User-Agent": "Mozilla/5.0"}, timeout=60, verify=False) - Network accessline 17
url = "http://fund.eastmoney.com/js/fundcode_search.js" r = requests.get(url, headers={"User-Agent": "Mozilla/5.0"}, timeout=60, verify=False) r.encoding = "utf-8" - Network accessline 18
r = requests.get(url, headers={"User-Agent": "Mozilla/5.0"}, timeout=60, verify=False)
scripts/build_index.py
- Executable scriptline 1
Executable file - Network accessline 57
"manager": "郑希", "manager_id": "462", "home": "https://www.efunds.com.cn/manager/462.shtml", - Network accessline 58
"manager_id": "462", "home": "https://www.efunds.com.cn/manager/462.shtml", "counts": {t: sum(1 for d in docs if d["type"] == t) for t in TYPE_DIR}, - Network accessline 59
"home": "https://www.efunds.com.cn/manager/462.shtml",
scripts/fetch_any_fund.py
- Executable scriptline 1
Executable file
scripts/fetch_fund_data.py
- Executable scriptline 1
Executable file - Network accessline 30
S = requests.Session() - Network accessline 54
def fund_list(): api = "https://api.efunds.com.cn/xcowch/front/efund/fundmanager/fundlist" - Network accessline 55
api = "https://api.efunds.com.cn/xcowch/front/efund/fundmanager/fundlist" - Network accessline 56
h = {"Content-Type": "application/json; charset=utf-8", "Referer": "https://www.efunds.com.cn/manager/462.shtml"} funds = [] - Network accessline 57
"Referer": "https://www.efunds.com.cn/manager/462.shtml"} - Network accessline 77
def parse_pingzhong(code): txt = get(f"https://fund.eastmoney.com/pingzhongdata/{code}.js") - Network accessline 78
txt = get(f"https://fund.eastmoney.com/pingzhongdata/{code}.js") - Network accessline 163
def parse_holdings(code, year): url = (f"https://fundf10.eastmoney.com/FundArchivesDatas.aspx?" - Network accessline 164
url = (f"https://fundf10.eastmoney.com/FundArchivesDatas.aspx?" - Network accessline 165
f"type=jjcc&code={code}&topline=10&year={year}&month=") txt = get(url, referer="https://fundf10.eastmoney.com/") if not txt: - Network accessline 166
txt = get(url, referer="https://fundf10.eastmoney.com/")
scripts/fund_lookup.py
- Executable scriptline 1
Executable file
scripts/score_fund.py
- Executable scriptline 1
Executable file
scripts/search_corpus.py
- Executable scriptline 1
Executable file
How the signals fit together
Facts from a static read of the files at the pinned commit. They describe what the code does, not why.
Some files could not be read; the facts below still hold.
No combined signals at this commit.
Works with
| Agent | Status | Evidence | Install to |
|---|---|---|---|
| Claude Code | Compatible | Standard SKILL.md SKILL.md | .claude/skills/<skill-name>/ |
| Codex | Compatible | Standard SKILL.md SKILL.md | .agents/skills/<skill-name>/ |
| Cursor | Compatible | Standard SKILL.md SKILL.md | .cursor/skills/<skill-name>/ |
| Gemini CLI | Compatible | Standard SKILL.md SKILL.md | .gemini/skills/<skill-name>/ |
| GitHub Copilot | Compatible | Standard SKILL.md SKILL.md | .github/skills/<skill-name>/ |
| OpenCode | Compatible | Standard SKILL.md SKILL.md | .opencode/skills/<skill-name>/ |
- Native The repository ships a manifest, folder or frontmatter field for this agent.
- Compatible A standard SKILL.md that this agent can read.
- Unknown No evidence either way.
Derived automatically from paths, manifests and frontmatter. Not tested on each agent.
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