如何使用 Genie？

Genie 的特色

結合 20 年華爾街企業分析與投資銀行經驗，Genie 以強大的演算法、深入的財務分析以及獨創的文字對比技術，在每一次的報告中為你分析超過 300 個財經指標，進行超過 2,000 次的深度搜索，將 400 頁的提示工程文件彙整為完整的投資架構，讓你以最低的價格享受機構投資人完整的研究分析內容。在閱讀報告的同時，潛移默化，將我們豐富的實戰經驗轉化成您自己的投資風格。

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重大事件報告

Genie 的重大事件報告每天為你追蹤全球所發生的重大新聞，經過內部的過濾分析設計，不僅將影響程度高的事件展現在你的面前，而且，隨著事件的發展產生惡化或緩和的信號，讓你在一個平台上，每天掌握最新的市場動態。

與一般的財經新聞不同，Genie 不只是告訴你「今天發生了什麼」，而是持續追蹤同一事件的演變軌跡。上週被標記為「惡化」的事件，這週可能轉為「緩和」——這種連續性的追蹤，讓您不再被片段式的新聞牽著走，而是看到事件的完整脈絡，形成自己的判斷。

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市場形勢分析

Genie 的市場形勢分析是一個深入市場的分析系統，也是一個重要的風險管理機制。每週二、四，我們從七大面向深入分析整個市場的形勢：

• 貨幣政策：聯準會的利率走向與市場流動性
• 財政政策：政府財政支出與政策對市場的影響
• 經濟現況：就業、通膨、消費等關鍵經濟指標的趨勢
• 獲利動能：S&P 500 企業的整體獲利趨勢與展望
• 估值倍數：市場目前的估值水位與歷史區間的比較
• 分析師看法：華爾街主流分析師的共識與分歧
• 重大事件影響：突發事件對市場格局的衝擊評估

讓你在最短的時間內掌握整個市場的發展形勢。配合每天的重大事件報告，您將形成對市場完整的看法，避免只重視公司基本面，見樹不見林的盲點。在潛移默化之中，將我們豐富的實戰經驗轉化成您自己的投資風格。

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公司深度研究

Genie 的公司深度研究是整體報告的精華。每一份報告透過六大系統，對一家公司進行全方位的深度體檢：

• 公司體質：管理層能力、商業模式、市場地位、競爭優勢與市場成長性
• 財務表現：營收成長、獲利動能、現金流品質與財務風險
• 估值評估：目前股價相對於公司內在價值的合理性
• 分析師信心：華爾街分析師對公司未來的預期與評級變化
• 風險評估：獨創演算法深入研究超過 50 項公司基本面惡化因素，幫您發現財報數字背後隱藏的風險信號——不只告訴您一家公司好在哪裡，更告訴您什麼情況下不該進場
• 安全邊際：分析目前股價的容錯空間，讓您清楚知道還有多少下跌保護，避免在高估值時追高，也避免掉入看似便宜實則基本面惡化的價值陷阱

與市場形勢分析結合，形成完整的「市場、公司、價格」三大風險管理系統。讓您在最好的時候，掌握最好的投資標的。

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三份報告，一個完整的投資架構

Genie 的三份報告形成由大到小的完整投資分析架構：

重大事件報告（每日更新）→ 掌握「今天發生了什麼」
市場形勢分析（每週二、四更新）→ 理解「市場現在處於什麼狀態」
公司深度研究（依需求生成）→ 判斷「這家公司現在值不值得投資」

從宏觀到微觀，從市場到個股，三份報告相互配合，形成完整的「市場、公司、價格」三大風險管理系統，幫助您在對的時機，做出有把握的投資決策。

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如何使用 Genie

日常習慣

每天花幾分鐘閱讀重大事件報告，培養對市場的敏感度。定期閱讀市場形勢分析報告，建立對整個市場的分析架構。持續的閱讀會讓您逐漸形成自己的市場觀點，不再依賴片段式的新聞解讀。

建立口袋名單

如果您購買了 20 份公司深度研究額度，建議深度追蹤四到五家公司。在平時先了解公司的體質、產業的地位、獲利的動能等財務狀況，建立起自己的口袋名單。

掌握進場時機

在公司季報之後，重新生成深度研究報告，檢視財務數據的變化。在市場大跌的時候，配合重大事件報告與市場形勢分析，進行安全邊際的研究與基本面風險的評估，掌握良好的進場時機。

更多使用場景

• 聽到一檔股票的推薦，想在投入資金前做獨立驗證
• 持倉的公司發佈了負面消息，想快速評估基本面是否真的惡化
• 考慮換股，想比較新標的與現有持股的風險和品質
• 市場出現恐慌，想確認是系統性風險還是短期情緒

How to Use Genie

What Makes Genie Different

Built on 20 years of Wall Street corporate analysis and investment banking experience, Genie combines powerful algorithms, in-depth financial analysis, and proprietary text comparison technology to deliver institutional-grade research at a fraction of the cost. Each report analyzes over 300 financial indicators, performs more than 2,000 deep searches, and distills 400 pages of prompt engineering into a complete investment framework — giving you the same depth of analysis that institutional investors rely on. As you read our reports, you'll naturally absorb decades of real-world investment experience and develop your own investment style.

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Key Events Report

Genie's Key Events Report tracks major global news every day. Through our internal filtering and analysis system, we surface only the highest-impact events, and as each event evolves, we signal whether conditions are worsening or improving — keeping you informed on a single platform, every day.

Unlike typical financial news, Genie doesn't just tell you what happened today. It continuously tracks how the same event unfolds over time. An event flagged as "worsening" last week may shift to "improving" this week — this kind of continuous tracking means you're no longer reacting to fragmented headlines, but seeing the full narrative arc and forming your own judgment.

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Market Insights

Genie's Market Insights is both a deep market analysis system and a critical risk management tool. Every Tuesday and Thursday, we analyze the overall market through seven key dimensions:

• Monetary Policy: Fed rate trajectory and market liquidity
• Fiscal Policy: Government spending and its impact on markets
• Economic Conditions: Trends in employment, inflation, consumer spending, and other key indicators
• Earnings Momentum: Overall earnings trends and outlook for S&P 500 companies
• Valuation Multiples: Current market valuation levels compared to historical ranges
• Analyst Views: Wall Street consensus and where analysts disagree
• Key Events Impact: How breaking events are reshaping the market landscape

This gives you a comprehensive view of market conditions in the shortest time possible. Combined with the daily Key Events Report, you'll develop a complete market perspective — avoiding the common blind spot of focusing only on individual stocks while missing the bigger picture. Over time, our real-world experience will naturally become part of your own investment approach.

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Company Deep Dive

Genie's Company Deep Dive is the crown jewel of our research platform. Each report conducts a comprehensive examination of a company through six analytical systems:

• Business Quality Assessment: Management capability, business model, market position, competitive advantages, and market growth potential
• Financial Analysis: Revenue growth, earnings momentum, cash flow quality, and financial risk
• Valuation Assessment: Whether the current stock price is reasonable relative to the company's intrinsic value
• Analyst Confidence: Wall Street analysts' expectations and changes in their ratings
• Risk Evaluation: Our proprietary algorithm examines over 50 fundamental deterioration factors, helping you uncover hidden risk signals behind the numbers — telling you not just why a company is strong, but under what conditions you should stay away
• Margin of Safety: Analyzes the downside protection in the current stock price, so you know exactly how much room for error you have — avoiding the trap of overpaying at peak valuations, and steering clear of stocks that look cheap but are fundamentally deteriorating

Together with Market Insights, this forms our complete "Market, Company, Price" three-pillar risk management system — helping you invest in the best opportunities, at the best times.

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Three Reports, One Complete Investment Framework

Genie's three reports form a top-down investment analysis framework:

Key Events Report (updated daily) → Know "what happened today"
Market Insights (updated Tue & Thu) → Understand "where the market stands right now"
Company Deep Dive (generated on demand) → Decide "is this company worth investing in right now"

From macro to micro, from market to individual stock, the three reports work together to form a complete "Market, Company, Price" risk management system — helping you make confident investment decisions at the right time.

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How to Use Genie

Build a Daily Habit

Spend a few minutes each day reading the Key Events Report to sharpen your market awareness. Read the Market Insights report regularly to build your overall market analysis framework. Over time, consistent reading will help you form your own market perspective, free from the noise of fragmented news.

Create Your Watchlist

If you've purchased 20 Company Deep Dive credits, we recommend tracking four to five companies in depth. Start by understanding each company's business quality, industry position, and earnings momentum to build your personal watchlist.

Seize the Right Entry Point

After quarterly earnings, regenerate a deep-dive report to review how the financials have changed. When the market sells off, use the Key Events Report and Market Insights together to evaluate margin of safety and fundamental risk — and identify the right moment to act.

More Ways to Use Genie

• You heard a stock tip and want to do your own independent research before committing capital
• A company you own just released negative news and you need to quickly assess whether the fundamentals are truly deteriorating
• You're considering switching positions and want to compare the risk and quality of a new candidate against your current holdings
• The market is in panic mode and you want to determine whether it's a systemic risk or just short-term sentiment