longbridge-tech-hype
Tech hype vs. fundamentals analysis via Longbridge — identifies valuation bubbles and fundamental disconnects in A-share / HK tech stocks. Compares PE / PS / EV-EBITDA historical percentile against actual revenue / profit growth. Analyses which AI / EV / semiconductor theme plays have fundamental support vs. pure sentiment-driven momentum. Triggers: "科技炒作", "AI泡沫", "估值泡沫", "科技估值", "概念股", "主题炒作", "基本面背离", "炒作识别", "科技泡沫", "科技炒作", "AI泡沫", "估值泡沫", "科技估值", "概念股", "主題炒作", "基本面背離", "tech hype", "AI bubble", "valuation bubble", "tech valuation", "theme stocks", "hype vs fundamentals", "concept stocks"
npx skills add majiayu000/claude-skill-registry --skill longbridge-tech-hype --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# longbridge-tech-hype Tech hype versus fundamentals — detect valuation bubbles and identify which theme-driven rallies have fundamental backing. > **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English. ## When to use Trigger on prompts asking for: - Bubble or hype detection — *"这只 AI 概念股是不是泡沫"*, *"AI bubble check"*, *"估值泡沫"* - Theme vs. fundamentals — *"主题炒作还是有基本面"*, *"hype vs fundamentals"*, *"narrative vs reality"* - Tech sector valuation check — *"科技股估值贵不贵"*, *"半导体概念股"*, *"新能源估值"* For pure valuation percentile defer to `longbridge-valuation`. For sector-wide ranking defer to `longbridge-constituent`. ## Workflow 1. Extract and normalise the symbol(s). 2. Fetch in parallel: - Valuation multiples and historical percentile (PE, PS, EV/EBITDA) - Industry median valuation for peer context - Last 2–3 years income statement (revenue growth, net income growth, gross margin trend) - Recent news and narrative themes 3. Compute the **Hype Score**: - Valuation percentile (0–100) vs. revenue growth rate - Gap = `valuation_percentile − revenue_growth_rank` (positive = hype-heavy) 4. Classify the stock: - `Fundamentally Justified` — growth
- When to use
- Workflow
- CLI
- Output structure
- Error handling
- MCP fallback
- Related skills
- File layout
Valuation multiples and historical percentile longbridge valuation <SYMBOL> --format json Industry median valuation longbridge industry-valuation <SYMBOL> --format json Income statement — revenue, net income, margins longbridge financial-report <SYMBOL> --kind IS --format json Recent news — theme keywords longbridge news <SYMBOL> --format json
What does the longbridge-tech-hype skill do?
Tech hype vs. fundamentals analysis via Longbridge — identifies valuation bubbles and fundamental disconnects in A-share / HK tech stocks. Compares PE / PS / EV-EBITDA historical percentile against actual revenue / profit growth. Analyses which AI / EV / semiconductor theme plays have fundamental support vs. pure sentiment-driven momentum. Triggers: "科技炒作", "AI泡沫", "估值泡沫", "科技估值", "概念股", "主题炒作", "基本面背离", "炒作识别", "科技泡沫", "科技炒作", "AI泡沫", "估值泡沫", "科技估值", "概念股", "主題炒作", "基本面背離", "tech hype", "AI bubble", "valuation bubble", "tech valuation", "theme stocks", "hype vs fundamentals", "concept stocks"
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill longbridge-tech-hype --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.