{"slug":"lyra81604-zhengxi-views","name":"Zhengxi Views","description":"A traceable AI agent skill that provides original public views and investment methods of fund manager Zheng Xi with real fund data for research.","long_description":"\n\n# 🔎 基金经理 · 郑希观点库 Skill\n\n### 可溯源 · 原文为据 · 接入全市场基金 · 跨 AI 平台\n\n*「查观点 · 学方法 · 做前瞻 · 仿口吻写点评 · 言行对照 · 全市场基金对比与评分 —— 让任意 AI 读懂易方达郑希」*\n\n\n\n\n\n\n\n[安装](#install) · [它能做什么](#features) · [推荐用法](#recommended-usage) · [在其他 AI 里用](#other-ai) · [目录结构](#structure) · [数据来源](#sources) · [边界](#limits)\n\n
\n\n---\n\n很多关于\"某基金经理怎么看 X\"的回答，听起来头头是道，其实是模型凭印象编的——查无此言。这个 skill 解决的就是这个问题：它的根基是**郑希（易方达权益投资管理部副总经理、基金经理）本人留下的原始文本**，任何结论都能追溯到\"哪一年、哪一篇、原话是什么\"。\n\n它有**三块根基**，都来自公开内容、可溯源：\n\n- 📚 **原文语料**（`references/corpus/`）——2012–2026 年郑希的全部公开观点：定期报告中的投资运作分析（季报 / 中报 / 年报）、基金经理手记、媒体采访报道，外加基金经理简介、在任 / 曾任基金清单。\n- 🧭 **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**。它让 skill 在语料没直接谈过的话题上，也能用郑希自己的方法去推演，而不是一句\"查无此言\"。\n- 📊 **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。再加上 `references/all_funds/` 里**全市场约 2.7 万只基金**列表，可按需抓取任意基金做对比与评分。\n\n**⚠️ 仅供研究与学习辅助，不构成投资建议。**\n\n\n## 🎯 它能帮你做什么\n\n| 你想做的 | 怎么问 | skill 会怎么做 |\n|---|---|---|\n| 查清他对某方向的真实看法 | `郑希怎么看光通信？他什么时候开始看好的？` | 检索语料，给**带原文出处的引用**，并梳理观点演变 |\n| 了解他的投资方法 | `郑希的选股逻辑是什么？为什么偏好低 ROE？` | 用有原话佐证的方法框架作答，可回原文展开 |\n| 用他的思路做前瞻判断 | `用郑希的思路看看创新药值不值得关注` | 语料有就引原文；**没有就用他的方法推演**，并在首句声明非他本人观点 |\n| 用他的口吻写点评 | `模仿郑希季报的风格写一段 2026 二季度科技展望` | 参照他季报的结构与笔法成文，不捏造数字持仓，声明为风格化模拟 |\n| 言行对照 / 查业绩持仓 | `郑希说看好光通信，持仓真印证了吗？业绩如何？` | 把语料里的表态和真实逐季持仓对照，并给净值/收益/回撤等真实数据 |\n| 查 / 对比全市场任意基金 | `把郑希和葛兰的中欧医疗比一比` | 全市场 2.7 万只里查代码 → 实时抓取 → 与郑希的基金并列对比 |\n| 用郑希框架给基金打分 | `用郑希的标准给招商中证白酒打个分，他会买吗？` | 一条命令备好数据，按六维评分卡给总分/评级/理由（衡量\"多像郑希会买的\"，非基金优劣） |\n\n\n## ⭐ 推荐用法\n\n把腾讯 **WorkBuddy**、`zhengxi-views` skill 和 **MCP** 接起来后，可以把它做成一个交易日自动化研究助手：在每个交易日按固定时间触发，自动","tagline":"可溯源的郑希(易方达基金经理)投研 Agent Skill——基于他全部公开观点原文 + 有原话佐证的投资方法 + 全市场基金真实数据，能溯源问答、按他框架给基金打分，绝不杜撰。⚠️仅研究学习辅助，不构成投资建议‼️website是郑希主页！","category":"data","commerce":{"type":"unknown","billing":"unknown","amount":null,"currency":null,"sourceUrl":null,"checkedAt":null,"runtime":"unknown","purchaseUrl":null,"checkout":"external","purchaseRequiresUserConsent":true},"tags":["finance","agent-skill","fund-analysis","knowledge-base","investment"],"author":"lyra81604","verified":true,"attribution":{"status":"community_indexed","statusLabel":"Community indexed","shortLabel":"COMMUNITY INDEXED","sourceLabel":"OpenAgentSkill auto-indexer","sourceDetail":"lyra81604/zhengxi-views","creatorName":"lyra81604","creatorUrl":"https://github.com/lyra81604","sourceUrl":"https://github.com/lyra81604/zhengxi-views","indexedBy":"OpenAgentSkill community index","claimUrl":"https://www.openagentskill.com/skills/lyra81604-zhengxi-views#claim-this-skill","claimCta":"Claim this skill","trustNote":"This listing was indexed from public sources and is not marked official until a maintainer claim is approved.","publicNote":"Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals."},"stats":{"stars":1308,"forks":143,"verified_installs":0,"successful_runs":0,"total_outcomes":0,"rating":0,"review_count":0,"quality_score":62.02},"quality":{"score":93,"tier":"excellent","label":"Excellent","summary":"High-confidence pick with strong adoption and healthy maintenance signals.","signals":[{"label":"GitHub stars","value":"1.3K","tone":"positive"},{"label":"Freshness","value":"3mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Unknown","tone":"neutral"}],"warnings":[]},"trust":{"version":"trust-score-v5","score":78,"base_score":86,"outcome_confidence":0,"tier":"strong","label":"Review then install","summary":"Good shortlist signal, but the agent should review audit notes, install policy, and outcome evidence before running it.","recommendedAction":"Use as the primary candidate after human or sandbox review.","decision":{"install_policy":"human_review_before_install","auto_install_allowed":false,"human_review_required":true,"sandbox_first":true,"agent_action":"Ask for approval or run a sandbox-only trial before installing.","reasoning":["78/100 Trust Score v5","86/100 Trust Score v4 baseline","Needs more real agent outcomes before unattended install","Install path is missing","Review before production"],"review_required_when":["The workspace contains production secrets, payments, private customer data, or irreversible actions.","The install command requests shell, network, credential, database, or broad filesystem access.","Outcome evidence is missing, recently failed, or required human review.","Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace"]},"dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":86,"weight":0.13,"status":"pass","detail":"1.3K GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":77,"weight":0.08,"status":"info","detail":"1.3K stars, 143 forks; 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