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invest-hk-stock

港股研究(v2)——腾讯 r_hk 快照 / qfq K 线 / 东财财务 / 百度估值序列 / 南向资金 / A/H 比价 / 双标的 compare;九模块可映射维度 7/7,未接入维度显式声明。研究工具,非决策工具。触发词:港股/港股估值/AH比价/南向资金/港股对比

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# invest-hk-stock — 港股数据引入与初步分析

> **工具约束说明**:frontmatter 的 `allowed-tools` 是 Claude Code 约定;在 DSH 等不读取该字段的 harness 下不生效,实际可用工具由平台自身沙箱控制。本技能主体操作为本地数据采集与计算(`uv run python` CLI)。

## 状态与边界(v2)

- **模块覆盖(九模块映射,逐项可核)**:
  **已覆盖 7/7 可映射维度** = 模块 0 研究问题卡(Claude 侧流程)/ 1 当前状态快照 / 3 市场结构(南向资金)/
  5 市场分歧 / 6 左侧-右侧概率结构 / 7 风险与不确定性 / 8 附录。
  **部分覆盖 1 项**:模块 4 静态基本面(财务摘要近 4 期;⚠<U+FE0F> **HK 无季报制度** → 期间口径为年报 + 中报,
  与 A 股季频不可直接对齐)。
  **声明未接入 3 项**(给原因,不静默缺节):模块 2 动态驱动分析(HK 无新闻/公告采集层)/
  3b 机构观点与盈利预测(HK 一致预期源未接入)/ 3c 参与者行为扫描(CCASS 持仓、沽空源未接入)。
  > 「可映射」判定口径 = **不需要新建数据源即可交付**的维度。每次 `report` 的正文最前输出
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