smithery/c24712003

tw-capex-efficiency-analyzer

分析台股財報中的資本支出與毛利率趨勢,識別?

Installation

$ npx skills add smithery/c24712003 --skill tw-capex-efficiency-analyzer

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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
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Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 805 B
  • docs SUMMARY.md 135 B

History

  1. First recorded snapshot · 0 installs

SKILL.md

台股資本支出與獲利轉折分析器

此技能用於解讀公司的固定資產投資與其獲利能力的連動性。

使用指令

  1. 當用戶詢問公司的「擴產計畫」、「毛利率轉折」或「產能利用率」時,執行此 Skill。
  2. 呼叫 scripts/analyzecapex.py 並傳入 stockid

分析邏輯

  • 投資期 (Investment Phase):CapEx 持續上升,但毛利率因折舊增加而暫時受壓。
  • 獲利轉折點 (Inflection Point):CapEx 開始持平,且營收成長率 > 折舊費用成長率。
  • 收穫期 (Harvest Phase):毛利率顯著回升,且自由現金流 (FCF) 轉正。