macro_event_market_impact_skill SKILL.md skillA
macro_event_market_impact_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/macro_event_market_impact_skill@git:20260629.563681bPins git:20260629.563681b in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wind-alice/alicemarket
- Path
skills/macro_event_market_impact_skill/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260629.563681b, committed Jun 29, 2026
- Size
- 4,857 bytes
- Repository stars
- 153
- License
- none declared
解读利率、通胀、就业、增长等宏观事件对股市、风格和行业的影响路径，帮助判断短线冲击与中期含义。适用于宏观数据日、议息会议与政策窗口解读。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Macro Event Market Impact Skill ## 数据依赖与执行前置条件 推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`；若没有，提示用户安装： ```bash # GitHub npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y # Gitee 镜像（国内） npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y ``` ## 技能定位 本技能用于解读宏观事件对市场的影响，回答“这次数据或会议到底超了什么、影响先落在哪些资产和板块、短线市场为什么这样反应、中期该如何重新理解环境”。输出重点不是复述新闻标题，而是拆解预期差、传导路径与对股票市场的真实含义。 ## 执行流程 ### Step 1：确认宏观事件、预期基线与时点背景 先明确本次要解读的事件是什么，并建立事件前的基准背景： - 是通胀、就业、增长、利率还是政策会议 - 事件公布前市场的主流预期是什么 - 当前市场最敏感的变量是通胀、增长、流动性还是政策路径 - 这次事件发生前，市场处于风险偏好上升还是防御状态 若没有预期基线，宏观解读容易流于“数据好或坏”的表面判断。 ### Step 2：识别本次事件的真正预期差 宏观事件的重点不在数据本身，而在于与市场预期相比改变了什么，重点包括： - 哪个核心数据点超预期或低于预期 - 市场原本最担心的变量是否被缓解或强化 - 数据内部结构是否比 headline 更重要 - 这次事件是否改变后续政策、流动性或增长叙事 ### Step 3：拆解影响传导链条 围绕股票市场，说明影响通常如何传导： - 先影响利率、汇率、商品或风险偏好 - 再影响成长与价值、周期与防御等风格比较 - 进一步影响对特定行业的盈利预期和估值容忍度 - 最后影响市场对未来几周或几个月环境的定价 要把即时价格波动与更慢的叙事重定价分开处理。 ### Step 4：分析对板块与风格的差异化影响 不同板块对同一宏观事件的敏感度并不相同，需要说明： - 哪些行业是直接受益方 - 哪些行业更容易承压 - 哪些板块的反应主要来自估值变化，哪些来自基本面变化 - 若市场出现与直觉相反的表现，原因可能是什么 ### Step 5：区分短线交易反应与中期环境含义 进一步判断： - 今天的市场反应是合理定价还是情绪放大 - 事件是否足以改变中期市场主线 - 若只是一次扰动，后续哪些数据仍需确认 - 若环境确实切换，风格和仓位应如何调整 …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/macro_event_market_impact_skill@sha256:6b722d095849d7a8The line at the top of this page pins the label git:20260629.563681b, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_4z4ot3qypmqycvy4)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Jun 29, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
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- 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
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- pass: No instruction to read or print local credentials
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Source
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_4z4ot3qypmqycvy4 GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/macro_event_market_impact_skill GET https://markdownregistry.com/api/v1/blob/6b722d095849d7a83d32db505a27b9b20106ef5899be1423d15b496d18a1ada9
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.