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qinbafrank
@qinbafrank
Investor in AI、Crypto、TMT,跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考,经常出错常态掉坑爬坑。Runner🏃
Joined December 2020
1.1K Following    143.1K Followers
一个值得体验的优质AI投研助手,现在AI大爆发时代我们也经常会用到各种基于AI的投研工具,最近朋友推荐试用了下@dappOS_com通过xBubble推出买方级别(Buy-Side)股权研究SOP,整体还是非常惊艳的。一句话输入股票代码(ticker),即可生成一份对标机构买方分析师内部研究备忘录的专业报告。不是那种新闻摘要或流水账,深度全面已经能达到券商或者买方机构的水准了。 亮点在于: 1)论点先行:最前面直接给核心投资判断,后续所有分析都服务于验证/挑战它; 2)完整买方框架:产业链坐标 + 竞争格局 + 财报精读(原始 10-K/10-Q) + SOTP 分部估值 + Bull/Base/Bear 三情景 + 未来 3-6 个月催化事件跟踪; 3)100% 可溯源,每条数据都标注 SEC filing、Earnings Call、官方 IR + 访问日期,你随时能独立核查; 4)不是固定模板,而是 Bubble Engine 驱动的「持续进化研究引擎」,会根据行业、市场、甚至你的个人风格迭代专属版本; 这是能真正节省和精力的,之前用其他AI大模型来分析一家公司,需要前后提出几十个问题来引导AI去探索分析我们想要的框架,其实耗费的时间和精力一点也不少。DAPPOS推出的这个股权研究SOP,不需要那么多提示词,只需一个提示词就能从买方基金经理的角度去构建框架,给我生成的报告确实有九成以上买方机构内部报告的水准了。 这里要介绍DAPPOS,最早核心主打意图中心化执行网络 + Multi-Agent Framework」:用户不用再手动跨链、调 Gas、切钱包,只需说一句「我想干啥」,它就自动给你最优执行路径。币安labs、红杉中国、IDG等知名机构投资,累计融资6500万美金。2025全面转向升级到AI OS,今年推出了低提示词AI代理平台xBubble,能用一句简单的话(甚至一句话)就能得到专业级成品输出,而不需要自己写复杂 prompt、调试模型、拼工具链或“vibe coding”。 它真正实现了“Stop prompting. Start getting results.”(停止提示词调试,直接拿结果)。 现在币安、OKX大量上线美股/ETF/商品代币化合约,TradFi和加密基本上也是彻底融合。但美股行业庞杂,产业链上的公司也很多,需要强有力的工具助手来快速帮我们完成对一只股票的深度全面的分析。 从这个角度,xBubble的股权SOP其实是把机构级买方研究真正民主化了,能让普通投资人也可以快速成为专业的美股交易员。节省的不仅是时间,还有我们的判断。推荐去体验下
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Introducing the Buy-Side Equity Research SOP on xBubble. State a ticker. Get a research memo built to the standard of an internal buy-side note. Thesis first, every number sourced to the original filing. One request in. A full equity deep dive out. What comes back isn't a news recap. It's the structure a real analyst writes: ✅ Where the company sits in its value chain ✅ Competitive map, edge, and key risks ✅ Filing-level financials + management read ✅ SOTP valuation, Bull / Base / Bear per share ✅ The catalysts to watch over the next 3 to 6 months Every claim is traceable. Each data point carries its original source and access date: SEC filings (10-K, 10-Q, 8-K), official IR decks, earnings call transcripts. You can check the work. That's the point. Here's what makes this more than one good report. The SOP isn't fixed. Bubble Engine builds it, tests it, and keeps generating stronger ones. Need a version tuned to a sector, a market, or your own thesis style? It generates that too. You don't get a template. You get a research engine. Buy-side research used to take 15 to 20 hours per company. Now it's one request. The edge was never about access. It was about depth. xBubble puts the depth on your side. Work mode → Buy-Side Equity Research SOP.
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