Keep unconfirmed D1 IPOs in risk tables

Request:
Ensure the break-probability, risk/reward, and capital-efficiency section includes IPOs without confirmed D1 break/non-break outcomes, even after subscription closes.

Changes:
- Update the hk-ipo-analyst skill so broad reports keep all current or recently closed unresolved D1 names in the probability/risk section.
- Update the scheduled analyst prompt to preserve this coverage during automated refreshes.
- Refresh the latest report and README with a D1-unconfirmed risk table covering current actionable names plus closed/waiting names.

Verification:
- python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst
- bash -n scripts/run_hk_ipo_analyst_once.sh
- git diff --check
- Python check that reports/README.md matches the dated latest report and includes the closed/waiting D1-unconfirmed tickers
This commit is contained in:
2026-06-23 11:30:36 +00:00
parent aa31244f0a
commit 40d748cda8
4 changed files with 42 additions and 23 deletions
+3 -1
View File
@@ -84,7 +84,7 @@ For broad/latest candidate reports whose purpose is deciding what can be subscri
1. Scoring/ranking table for currently actionable IPOs.
2. Fundamentals cross-check for the current batch.
3. Break-probability, risk/reward, and capital-efficiency framework.
3. Break-probability, risk/reward, and capital-efficiency framework for every current or recently closed ticker whose D1 break/non-break outcome is not yet confirmed.
4. Per-IPO notes, execution guidance, and closed/waiting names.
5. Recent 30-day listed-IPO review as post-hoc calibration.
6. Data-refresh guardrails and sources.
@@ -110,6 +110,8 @@ For scheduled runs, latest IPO list refreshes, and broad candidate reports, firs
Refresh the report content as a complete current snapshot, not as a partial patch. The dated report should be written to `reports/{date}_latest_ipo_candidates_analysis.md` and should update all relevant sections: actionable ranking, fundamentals, break-probability/risk-reward, capital efficiency, per-IPO notes, closed/waiting names, recent 30-day listed-IPO review with T2 grey-market context when available, data gaps, and sources.
The break-probability, risk/reward, and capital-efficiency section must cover all current or recently closed IPOs that do not yet have confirmed D1 break/non-break information, including names whose subscription window has already closed and are waiting for T1/T2/D1. Do not drop a ticker from this section merely because the user can no longer subscribe; keep its probability/risk view visible until D1 outcome is archived or explicitly confirmed. Once D1 is confirmed, move it out of the probability table and into the recent listed-IPO review.
If any current or recently closed candidate already has A Shares or another onshore-listed share class, the latest report must include the A/H dual-listed overlay described below. Do not leave this only implicit in the fundamentals section.
Market heat and subscription multiples must remain stage-safe: