guidance_change_impact_skill SKILL.md skillA
guidance_change_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/guidance_change_impact_skill@git:20260519.104b3aaPins git:20260519.104b3aa 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/guidance_change_impact_skill/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260519.104b3aa, committed May 19, 2026
- First version recorded
- May 13, 2026
- Size
- 4,667 bytes
- Repository stars
- 153
- License
- none declared
解释业绩指引上修、下修或维持不变的真实含义、可信度与影响链条。适用于管理层更新展望、财报后调预期、经营预警等场景。.
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
# Guidance Change 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 本技能用于解读公司管理层对未来经营指引的变动，重点回答“这次上修或下修究竟意味着什么、可信度高不高、影响会停留在情绪层还是会穿透到估值与逻辑层”。输出重点不是只翻译指引文字，而是把变动幅度、口径变化、背后动因和后续影响链条讲清楚。 ## 执行流程 ### Step 1：确认变动对象与原始口径 先确认本次变动的是哪类指引，以及基准口径是什么。优先厘清： - 是收入、利润、利润率、现金流、资本开支还是订单指引 - 是全年指引、季度指引，还是阶段性经营展望 - 本次是正式调整，还是管理层在交流中边际修正表述 - 新旧口径是否可直接比较 如果口径有变化，必须先解释可比性，再讨论方向。 ### Step 2：衡量变动幅度与市场预期差 把指引变化放到正确坐标里看，重点包括： - 变动绝对幅度和相对幅度 - 与市场原有预期相比是超预期、符合还是不及 - 与公司历史沟通风格相比是激进、常规还是保守 - 当前估值是否已经部分计入这类调整 这一步的目标是判断“变化本身大不大”和“市场是否已经提前反应”。 ### Step 3：拆解变动背后的驱动因素 进一步判断此次指引变化来自哪里，常见来源包括： - 需求变化、价格变化、订单节奏变化 - 成本、费用、供应链或汇率扰动 - 新产品、新项目、新区域扩张的兑现或延迟 - 管理层风险偏好变化或沟通策略变化 - 一次性项目对短期口径造成影响 应优先抓主要驱动，不要把所有可能因素平均分配。 ### Step 4：评估指引可信度与可持续性 同样的上修或下修，含金量可能完全不同。需要重点判断： - 管理层过去给指引是否稳定可信 - 本次变化是否有足够经营证据支撑 - 是基于已确认订单，还是基于前瞻假设 - 哪些关键变量仍然脆弱，可能导致再次修正 ### Step 5：映射到估值、预期与投资逻辑 把指引变化从“口径变化”翻译成“投资含义”，至少回答： - 这会改变市场对增长、利润或质量的哪部分判断 - 估值锚点是否需要同步调整 …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/guidance_change_impact_skill@sha256:4cfab636cab912bcThe line at the top of this page pins the label git:20260519.104b3aa, 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_fev77wqvmyym3cxp)
3 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260519.104b3aa latest | 2026-05-19 | 104b3aa | 4,667 B | A | view · diff |
| git:20260518.6dd89eb | 2026-05-18 | 6dd89eb | 4,399 B | A | view · diff |
| git:20260514.5ec04f5 | 2026-05-14 | 5ec04f5 | 5,552 B | A | view · diff |
| git:20260513.e0daa30 | 2026-05-13 | e0daa30 | 4,331 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 (4667 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
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_fev77wqvmyym3cxp GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/guidance_change_impact_skill GET https://markdownregistry.com/api/v1/blob/4cfab636cab912bcdde49eff8d7078c64ddbd488727a67fe7a06b6fa3c56e167
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.