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) 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 A
Install
npx skills add lyra81604/zhengxi-views --skill zhengxi-viewsgit clone --depth 1 https://github.com/lyra81604/zhengxi-views.git /tmp/zhengxi-views
mkdir -p ~/.claude/skills
cp -r /tmp/zhengxi-views/. ~/.claude/skills/zhengxi-viewsPersonal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# 郑希观点库 Skill 让 AI 既能查到、引用郑希（易方达权益投资管理部副总经理、基金经理）**本人公开说过的话**，也能用**他自己的投资方法**去聊任何相关的话题。 三块根基，都在 `references/` 里，都来自他的公开内容、可溯源（具体收录数量见 README，**回答用户时不用报"共多少篇"这类数字**）： - **原文语料** `references/corpus/` —— 他 2012–2026 的全部公开观点：定期报告、基金经理手记、媒体采访，外加简介与基金清单。 - **投资方法** `references/method.md` —— 从上面的语料蒸馏出来的方法框架，**每一条都有他本人原话佐证**。这是它和"凭印象总结方法论"的 skill 的根本区别。 - **真实基金数据** `references/fund_data/` —— 他全部 8 只基金（4 在任 + 4 曾任）的真实数据快照：每季前十大重仓股、净值/业绩/规模/资产配置/任职回报。来自天天基金公开数据，可用 `scripts/fetch_fund_data.py` 刷新。先看 `references/fund_data/_index.md` 了解有哪些基金、覆盖哪些季度。 - **全市场基金（扩展）** `references/all_funds/fund_list.json` —— 全市场约 2.7 万只基金的列表（代码/名称/类型/拼音），可检索、识别、按类型筛选。**任意基金**的明细按需实时抓取（见下面【查全市场任意基金】）。 ## 运行脚本的方式（重要，否则会一直弹确认框） 本 skill 的脚本都用绝对路径自己定位数据、并已自带输出上限，所以**调用时务必保持成一条最朴素的命令**： - ✅ 正确：`python "<本skill目录>/scripts/search_corpus.py" "光通信"` - ❌ 不要用 `cd … && python …`（组合命令里含 cd 会被强制人工确认） - ❌ 不要加 `2>/dev/null`、`| head`、`>` 等重定向或管道（同样触发确认） - ❌ 不要用 `;` / `&&` 把多个命令串起来——**一次只跑一个脚本**，要搜多个词就分多次调用 `<本skill目录>` 就是本 SKILL.md 所在的目录（脚本在它的 `scripts/` 子目录）。用它的绝对路径，不要先 `cd` 进去。脚本输出已限制长度，不需要再 `| head`。 ## 怎么回答：自然为主，按问题来 像一个**读熟了郑希全部公开材料、也吃透了他方法的人**那样聊天，而不是填表。用户问得随意，你就答得随意；用户要深挖，你再展开。下面这些是**可选的工具和惯例，不是必须套的模板**——用得上就用，别为了结构牺牲自然。 核心就一句话：**先查，再说；说他说过的，就引原文标出处；说推演的，就讲清是按他的方法推的。** ### 几类常见问法（不必对号入座） - **"郑希怎么看 X / 他对 X 什么观点 / 什么时候开始看好 X"** —— 这是语料能直接回答的。用 `search_corpus.py` 找原文，引用关键段落并自然点明来源；有演变就把不同年份串起来讲。 - **"郑希的投资方法 / 框架 / 选股逻辑是什么"** —— 读 `references/method.md` 作答（它每条都配了他本人原话，引用时直接用那些话、自然说明出处即可）。
Details
- Skill name
zhengxi-views- Repository
- lyra81604/zhengxi-views
- Repo updated
- 12 October 2026
FAQ
What does the Zhengxi Views skill do?
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 A
How do I install the Zhengxi Views skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add lyra81604/zhengxi-views --skill zhengxi-views. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Zhengxi Views popular?
It lives in lyra81604/zhengxi-views, which has 1,775 GitHub stars and 192 forks.
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