hot-theme skillA
hot-theme is agent-read markdown (skill) from weaxs/stock-analysis-plugin: 热点题材分析：评估板块强度、扩散度、个股关联度和参与节奏。已知板块内的龙头比较用 dragon-head。.
Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns the same grade.
What the file says
# 热点题材分析 ## 输入数据说明 先运行： ```bash python3 tools/gather.py fundamental <symbol> ``` gather 工具返回： - `quote` — 实时行情（涨跌幅、换手率、量比） - `kline` — 60 日 K 线数据 - `technical` — 个股技术指标；相对强度需另行与板块和大盘同期比较 - `financials` — 基本面数据（实质受益判断） - `news` — 近期新闻（题材催化来源） - `stock_info` — 公司基本信息（行业、业务） - `sector_rankings` — 板块排名（核心数据源）；`get_sector_rankings` 传 `board_type=concept` 时为概念板块排行，热点题材以概念口径为主 人气热搜榜不在 gather 返回中，需要时单独调用 `get_hot_stocks`（东方财富人气榜）辅助判断题材热度。 评估扩散度前，必须获取板块成分股及其当日表现；只有板块排名时，仅可判断当日相对强弱，不判断扩散度或持续性。 涉及参与节奏时读取[短线交易决策框架](../stock-analysis/references/short-term-trading.md)，统一相对强弱窗口、市场状态和失效条件。 ## 分析框架（4 步法） ### 1. 题材强度评估 从板块排名、成分股表现和新闻判断（板块成分股用 get_sector_constituents 拉取，板块名支持模糊匹配，如「创新药板块」可命中「创新药」）： - **板块排名**：领涨板块位次、涨幅 - **扩散度**：板块内涨停数量、上涨家数占比（对成分股逐个统计） - **持续性**：是否连续多日领涨（首日/接力/高潮/退潮） - **催化来源**：政策/事件/数据/概念炒作 ### 2. 个股关联度 先用 resolve_stock_sectors 确认个股实际归属的行业/概念板块（避免仅凭股名臆测），再判断个股与题材的关联强度： - **实质受益**：业务直接相关，业绩将受益（强关联） - **间接受益**：产业链上下游，部分业务相关（中关联） - **纯概念**：仅有概念沾边，无实际业务（弱关联） ### 3. 相对强度 个股 vs 板块的表现对比： - 在相同截止时间比较 5 日与 20 日收益、最大回撤和恢复速度 - 比较个股、板块与大盘三层表现，不能用单日绝对涨幅代替相对强度 - 板块上涨时是否领涨，板块分歧时是否保持强度 - 没有板块池和同期数据时，只描述个股走势，不判断龙头或补涨 ### 4. 节奏与风险 参与时机判断： - **启动期**：板块首次异动，龙头确认，可参与 …
Read the whole file at its exact version.
How to install
mdr add weaxs/stock-analysis-plugin/hot-theme@git:20260922.a679af1mdr add weaxs/stock-analysis-plugin/hot-theme@sha256:6ea02633581bd80cPin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.
[](https://markdownregistry.com/a/art_4syf72cfiqbwugjd)
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Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260922.a679af1 latest | 2026-09-22 | a679af1 | 3,650 B | A | view · diff |
| git:20260918.5b0c6aa | 2026-09-18 | 5b0c6aa | 3,622 B | A | view · diff |
| git:20260916.70e8228 | 2026-09-16 | 70e8228 | 3,395 B | A | view · diff |
| git:20260916.a1ca926 | 2026-09-16 | a1ca926 | 3,056 B | A | view · diff |
| git:20260914.c3c7cac | 2026-09-14 | c3c7cac | 2,831 B | A | view · diff |
| git:20260521.076544a | 2026-05-21 | 076544a | 2,536 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (3650 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
weaxs/stock-analysis-plugin · 24 stars · license none · pushed 2026-09-23 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_4syf72cfiqbwugjd GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/hot-theme GET https://markdownregistry.com/api/v1/blob/6ea02633581bd80c881ba04f960cb3f7d22229eed70181389fac3a38c1f7d4cb
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