台股月营收分析
tw-monthly-revenue
by andyy7263
台股月營收抓取與分析。從公開資訊觀測站(MOPS)取得上市/上櫃公司當月營收，計算YoY/MoM年增率與月增率，輸出BEAT/MISS/NEUTRAL信號。用於：(1)月營收公布後自動分析 (2)觸發投資Pipeline決策 (3)更新ANALYSIS_INDEX監控條件
安装
claude skill add --url https://github.com/openclaw/skills文档
台股月營收分析
使用方式
# 自動抓上個月（每月10日後執行）
python3 ~/.openclaw/workspace/skills/tw-monthly-revenue/scripts/tw_monthly_revenue.py
# 指定月份
python3 ~/.openclaw/workspace/skills/tw-monthly-revenue/scripts/tw_monthly_revenue.py 2026-03
資料來源
公開資訊觀測站 (MOPS)：https://mops.twse.com.tw
- 上市公司 (sii)：台塑、南亞、台化、旺宏、材料-KY
- 台股月營收每月 10 日前公布（上月數字）
BEAT/MISS 定義
| 信號 | 年增率條件 |
|---|---|
| BEAT | YoY ≥ +10% |
| NEUTRAL | -10% < YoY < +10% |
| MISS | YoY ≤ -10% |
追蹤標的
修改腳本中的 WATCHLIST 字典來新增/移除標的。
目前追蹤：2337（旺宏）、4763（材料-KY）、1301（台塑）、1303（南亞）、1326（台化）
輸出格式
{
"period": "2026-03",
"stocks": {
"2337": {
"name": "旺宏",
"revenue_m": 1234567,
"yoy_pct": 26.0,
"mom_pct": 12.2,
"cumulative_yoy": 18.5,
"signal": "BEAT"
}
}
}
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