By the end of this video, you're going to have a tool which can analyze any Indian stock that you want. You can look at the PE, the promoter levels, the green flags, the red flags, the debt levels, everything structured in one place, in one single tool so that you can take the right
investment decisions. I built this tool because when I personally started investing, I was purely guessing. I did not have the data. I did not have the insights to make the correct investments.
And I don't want you to guess. I want you to learn fast. I want you to learn well.
我不希望你猜測。我希望你快速學習。我希望你學得好。
00:31
And that is exactly why I built this tool. So first, let's go through a quick tutorial.
這就是我建立這個工具的原因。所以首先，讓我們快速瀏覽一下教學。
00:35
We look at few stocks with which you can study with live examples. And after that, I'll give you the entire prompt for free so that you can try it out for yourself.
我們會看幾檔股票，讓你能夠透過實際案例來學習。之後，我會
00:44
So if that's the case, what are you waiting for? This is Ajayajit.
如果情況是這樣，你還在等什麼？我是Ajayajit。
00:47
Welcome to market feed.
歡迎收看「市場快訊」。
01:00
So today, we're going to create the Indian stock fundamental analyzer inside cloud AI.
所以今天，我們將在雲端AI中打造印度股市基本面分析器
01:05
So I've tried out different AI tools. I've tried out chat GPT. I've tried out Gemini.
所以我試用過各種AI工具。我試過ChatGPT，也試過Gem
01:10
I tried out perplexity even with the finance feature. But I understood that for this particular function, cloud.ai is our best option. So make sure if you do have the mobile app, you can try it out inside that or you can use a web version also.
As always, it is a free AI tool. You can use it for a limited time and this is not a sponsored video. So let's get started. First thing that I want you to do is to copy this entire detail prompt that I made for you. You can find it in the pinned comment and in the description down below.
一如往常，這是一個免費的AI工具。你可以限時使用它，而且這
01:40
So go there, copy this entire 14 page document so that we can get started.
所以去那裡，複製這份長達14頁的文件，這樣我們就可以開始了。
01:46
So I'm going to copy this inside cloud's new chat. So I'm going to copy and paste it here and let's get started. So once we started, we'll ask two things here. First, it'll ask which stock do you want to analyze. And second, it'll ask you for a possible investment horizon.
所以，我會把這個複製到Cloud的新聊天室裡。然後我會把它複製
02:03
So let's start with the investment horizon. You can click this. I'm going for at least five years as a possible investment and which stock do I want to study today. So let's give a simple analysis. Enforces a company that all of us know. Let's see what is the answer that we're getting.
好的，那我們就從投資期限開始吧。你可以點擊這裡。我會選擇至少五
02:19
Now this is a very detailed prompt. It'll take from five to 10 minutes to generate the entire report. But this is going to be a proper really useful fundamental analysis report.
這可是一個非常詳細的指令。大概會花五到十分鐘來生成
02:29
And I've made it in such a way that you can go through it very easily even if you're a beginner.
我將它設計成即使你是初學者也能非常容易理解。
02:34
So let's get started. So the first thing that you have to do is come click here when it is ready.
那麼，我們開始吧。所以你必須做的第一件事是，當它準備好時，點擊這裡。
02:40
So here you can see Infosys fundamental report is ready. You have an option to open it on Google Chrome. So you can see that once I open it, it goes into the view tab here. And you can see the major highlights that are being pointed out here. Infosys is a high quality franchise near zero
所以你可以看到 Infosys 的基本面報告已經準備好了。你可以選擇用 Google
02:56
depth 30 percentage ROE return on equity 3.5% dividend yield. Yes, a lot of good things for the company. It is now at its cheapest price in the last five years.
股東權益報酬率達30%，股息殖利率3.5
03:08
Now it has a good balance sheet. It is giving out generous dividends and the deal pipeline.
目前它的資產負債表狀況良好，發放的股息豐厚，而且交易管道也很充裕。
03:13
It's having a lot of sales also. But what do you have to watch? Now easy analysis, all IT stocks have been falling. If you have been following the market, you have to understand or you should be knowing that AI disruption risk to the core model is an actual issue.
If you're looking at what the discussion in the global stages now for the last 15 years, everyone in the US, especially in the software field, they were worried about Indians taking their jobs. Now even Indians and the Americans, they are scared of AI taking their
jobs. So that is a primary risk here. Now that is one risk and also North America softness and account concentration risk. So signs of the AI issues are already starting to come out.
The sales from North America has already fell by one percentage year on year.
北美地區的銷售額已按年下跌一個百分點。
03:59
And there is also a concern that Daimler, one of their clients is going to ram down their sales, right, which is going to be an issue because they are a key client here for the company.
And even in the opportunity centers, you can see the good things highlighted.
即使在機會中心，你也能看到亮點。
04:14
Global enterprise AI adoption is increasing. That means, Infosys, if it can play the AI game by itself, then it can capitalize on the current wave and it can generate more sales. And you can see that there are a lot of good things happening for the stock, but you can see a lot of concerns also. The CEO succession is uncertain,
faster than expected AI commodity station is a concern. You can see the prolonged US IT spending freeze is also going to be a concern. So what happened here? Earlier, you can go through any single stock, you can go through their screen or you can go through their news, you can go through
different articles and you can come up with a view of any stock, but this tool will help you form that view in just five minutes and no extra effort needed from your side. So you can go through each of these different tabs, you can go through the snapshot, you can go through the valuation
metrics. So you can see it's a the cheap valuation, but why is it a cheap valuation?
指標。所以你可以看到這是個便宜的估值，但為什麼是便宜的估值呢？
05:10
Because AI is a concern for this talk. The very same AI that we're using to analyze any stock that we want is a concern for Infosys here. So you can see that revenue, it's showing a slowing trend, you can see net profit is slowing. When you go to the peer analysis,
you can see how it is performing comparing to the other stocks in its industry. And you can see Infosys is now at a P of 18.4 and it is much better than PCS, HCL tech and slightly more expensive than Vipro, but it's having a good revenue growth compared to all of its peers. And you can see
all the latest news, the top five trending relevant items here, and any point that you have a doubt in all of these tabs, I've included a definition tab. So you can come click on it and you can see whatever numbers ratios, zagons have been used in any of these tabs, you can come and understand
what is the meaning of it. When you go to ownership, I've also included who is backing this company.
它的意思是什麼。當你查看股權結構時，我也包含了是誰在支持這家公司。
06:06
You can see a promoter and FIS are relatively stable, but DIS are increasing their holdings.
可以看到，大股東和外資的持股相對穩定，但國內法人正在加碼
06:13
Because as you know, DIS have been supporting the Indian markets for a long time and stocks like these are a very easy, safe bets for these mutual funds and insurance companies.
因為您也知道，國內機構投資人（DIS）長期以來一直都在支持印度市場
06:23
There is no pledging reported. And here I've also included the latest earnings call, what is being said. You can track what the company is saying about AI and upcoming quarters. You can see all of it here. So one major thing that I wanted to highlight is for Infosys,
沒有回報質押情況。我這裡也附上了最新的法說會內容，他們
06:41
they are saying 4,600 active AI projects are there and preferred AI partner for 15 out of the top 25 global banking clients. That means let's say you're one of Infosys's global banking clients and you're wanting to implement AI in your software. Now, instead of doing it yourself,
他們提到目前有4,600個活躍的AI專案，而且在全球前2
07:00
you can outsource that work to Infosys. Infosys will do that with or without AI. They'll help you implement that inside your software. So that's what they're trying to do here. And what it's saying is that AI is driving incremental wallet share. That means it's a new vertical that Infosys
你可以把那項工作外包給印孚瑟斯。印孚瑟斯無論
07:18
is able to capture. It is not yet cannibalizing on revenue. Even though there are large concerns, it is not yet cannibalizing on revenue. So you can see everything that you need to analyze from different companies. You can get it from this one single tool. You can go through all of the
能夠掌握。它尚未侵蝕既有營收。儘管有許多疑慮，但
07:34
tabs when you get the time. So one thing that you have to understand here, this entire tool has been made so that you can simplify complex financial analysis. It is not made for you to take a proper investment decision, but it is made so that you can accelerate your learning journey.
And I also want to highlight that I don't want you to go into an analysis paralysis mode.
我也想強調，我不希望你陷入分析癱瘓的模式。
07:55
That is you seeing a lot of data and not being able to take decisions. I've kept this dashboard so easy, so clickable and you can navigate it yourself that whatever you want to learn is at the edge of your fingertips. This can be a good opportunity for you to go through your entire
investment portfolio. You can give each stock one by one and get a proper fundamental and understanding of the business that they're doing, of the future of that company. You can get all of that here. And with that, I want to wrap up this video. I've made three videos in this
series. If you have not watched them, make sure you go ahead. I'll put those in the i button. In the first video, we learned about how you can make your own technical indicator using AI.
In the second video, we learned about how you can analyze any single mutual fund that you want.
在第二段影片中，我們學習了如何分析任何你想分析的單一共同基金。
08:42
And in the third video, here we are giving your tool so that you can understand and analyze any single stock that you want. So hope you got a lot of value from these videos. As always, you can ask me in the comments down below any doubts about this tool. And if you want more such videos like this, you can comment down below what you're wanting to see. Each of these
prompts and videos might look easy, but it is taking us six to 10 hours to create this entire detail prompt. Make sure it's working and to deliver it to you right here. So if you have any doubts and if you have any suggestions for upcoming videos, make sure you comment that down below
