catalyst-calendar
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ChineseCatalyst Calendar
Catalyst日历
Workflow
工作流程
Step 1: Define Coverage Universe
步骤1：定义覆盖范围
- List of companies to track (tickers or names)
- Sector / industry focus
- Include macro events? (Fed meetings, economic data, regulatory deadlines)
- Time horizon (next 2 weeks, month, quarter)
- 需跟踪的公司列表（股票代码或名称）
- 聚焦的行业/板块
- 是否包含宏观事件？（美联储会议、经济数据、监管截止日期）
- 时间范围（未来2周、1个月、1个季度）
Step 2: Gather Catalysts
步骤2：收集Catalyst事件
For each company, identify upcoming events:
Earnings & Financial Events
- Quarterly earnings date and time (pre/post market)
- Annual shareholder meeting
- Investor day / analyst day
- Capital markets day
- Debt maturity / refinancing dates
Corporate Events
- Product launches or announcements
- FDA approvals / regulatory decisions
- Contract renewals or expirations
- M&A milestones (close dates, regulatory approvals)
- Management transitions
- Insider trading windows (lockup expirations)
Industry Events
- Major conferences (dates, which companies presenting)
- Trade shows and expos
- Regulatory comment periods or rulings
- Industry data releases (monthly sales, traffic, etc.)
Macro Events
- Fed meetings (FOMC dates)
- Jobs report, CPI, GDP releases
- Central bank decisions (ECB, BOJ, etc.)
- Geopolitical events with market impact
针对每家公司，识别即将发生的事件：
财报与金融事件
- 季度财报日期和时间（盘前/盘后）
- 年度股东大会
- 投资者日/分析师日
- 资本市场日
- 债务到期/再融资日期
企业事件
- 产品发布或公告
- FDA批准/监管决策
- 合同续签或到期
- 并购里程碑（完成日期、监管批准）
- 管理层变动
- 内部人士交易窗口期（限售股解禁）
行业事件
- 大型会议（日期、参会演讲公司）
- 贸易展会和博览会
- 监管意见征询期或裁决
- 行业数据发布（月度销量、流量等）
宏观事件
- 美联储会议（FOMC日期）
- 就业报告、CPI、GDP发布
- 央行决策（欧洲央行、日本央行等）
- 对市场有影响的地缘政治事件
Step 3: Calendar View
步骤3：日历视图
| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
|---|---|---|---|---|---|---|
| Earnings/Corp/Industry/Macro | Long/Short/Neutral |
| 日期 | 事件 | 公司/板块 | 类型 | 影响程度（高/中/低） | 我们的布局 | 备注 |
|---|---|---|---|---|---|---|
| 财报/企业/行业/宏观 | 做多/做空/中性 |
Step 4: Weekly Preview
步骤4：每周预览
Each week, generate a forward-looking summary:
This Week's Key Events:
- [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]
- [Day]: [Event] — why it matters for [stocks]
- [Day]: [Macro release] — expectations and positioning
Next Week Preview:
- Early heads-up on important events coming
Position Implications:
- Events that could move specific positions
- Any pre-positioning recommended
- Risk management ahead of binary events
每周生成一份前瞻性摘要：
本周关键事件：
- [日期]：[公司]第X季度财报——市场共识EPS为[$X]，我们的预估为[$X]，重点关注：[指标]
- [日期]：[事件]——对[股票]的影响原因
- [日期]：[宏观数据发布]——市场预期与布局
下周预告：
- 提前预告即将到来的重要事件
布局影响：
- 可能影响特定持仓的事件
- 建议的提前布局策略
- 二元事件前的风险管理
Step 5: Output
步骤5：输出成果
- Excel workbook with calendar view and sortable columns
- Weekly preview email/note (markdown)
- Optional: integration with Google Calendar
- 包含日历视图和可排序列的Excel工作簿
- 每周预览邮件/笔记（markdown格式）
- 可选：与Google Calendar集成
Important Notes
重要提示
- Earnings dates shift — verify against company IR pages and Bloomberg/FactSet closer to the date
- Pre-announce risk: track companies with a history of pre-announcing (positive or negative)
- Conference attendance lists are valuable — which companies are presenting and which are conspicuously absent?
- Some catalysts are recurring (monthly industry data) — build a template and auto-populate
- Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine
- Archive past catalysts with the actual outcome — builds pattern recognition over time
- 财报日期可能变动——临近日期时需通过公司投资者关系页面、Bloomberg或FactSet核实
- 预披露风险：跟踪有预披露历史（正面或负面）的公司
- 会议参会名单很有价值——哪些公司将演讲，哪些公司缺席？
- 部分catalyst事件是周期性的（月度行业数据）——创建模板并自动填充
- 按影响程度标注颜色：红色=高影响，黄色=中等影响，绿色=常规事件
- 归档过往catalyst事件及实际结果——逐步积累模式识别能力