预选股池如何设置（免费源码）

Core Viewpoint - The article emphasizes the importance of growth and performance in stock selection, particularly within the O'Malley system, which sets strict revenue and profit growth conditions to identify potential investment opportunities [1]. Group 1: Stock Selection Criteria - The O'Malley system focuses on growth spillover, highlighting the need for continuous revenue and profit growth, especially from 2023 to 2025, to identify stocks like Yizhongtian [1]. - During bullish markets, stocks with less impressive performance may still see price increases, suggesting that ignoring such stocks may not be reasonable [1]. - The analysis indicates that traditional trend types remain highly correlated with performance, while volume trend types show low correlation, necessitating a more flexible approach to fundamental conditions for stock selection [1]. Group 2: Stock Screening Methodology - Two angles for designing fundamental pre-selection conditions are proposed: allowing for some growth without the stringent requirements of O'Neil and Mark [1]. - The first screening method requires TTM annual growth and quarterly growth, with specific thresholds for revenue and net profit increases [2]. - The second screening method focuses on consecutive quarters of high growth or a sudden spike in growth, with defined criteria for revenue and non-GAAP profit increases [4][5]. Group 3: ROE-Based Stock Selection - A stringent ROE-based stock selection formula is introduced, requiring a minimum ROE of 15% for three consecutive years and the most recent TTM year [6]. - This ROE criterion is designed to yield a highly focused selection of stocks, potentially narrowing down to just over a hundred candidates [6].