pead_opportunity_skill SKILL.md skillA

pead_opportunity_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add wind-alice/alicemarket/pead_opportunity_skill@git:20260629.563681b

Pins 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/pead_opportunity_skill/SKILL.md
Versions recorded
1
Latest version
git:20260629.563681b, committed Jun 29, 2026
Size
6,252 bytes
Repository stars
153
License
none declared

识别财报后漂移行情中值得跟踪的中短线机会,判断预期修正、价格延续与失效边界。适用于财报后趋势交易、业绩惊喜跟踪、事件后候选池管理等场景。.

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

# PEAD Opportunity 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

本技能用于识别财报发布后不只在首日反应,而是在随后一段时间内继续沿着同一方向缓慢重定价的机会。输出重点不是解释财报当天为什么涨跌,而是判断预期修正是否仍在继续、市场是否还没有完全消化新信息,以及哪些标的更可能出现后续漂移行情。

## 功能简介

本技能的核心功能是:识别财报后漂移行情中值得跟踪的中短线机会。

它强调把财报信息增量、预期修正幅度、首日反应程度、后续量价表现和板块验证放在一起,帮助使用者抓住财后非首日的延续机会。

## 使用场景

- 财报公布后,用户希望寻找几日到数周的跟踪机会。
- 首日反应已过去,需要判断是否还有二次介入空间。
- 团队在财报季后需要整理持续跑赢的标的。
- 研究者想区分“一日游反应”和“持续漂移重定价”。

## 工作原则

1. 漂移机会的关键是“市场消化未完成”,不能只看首日涨跌幅。
2. 要同时分析基本面修正与价格延续,缺一不可。
3. 必须给出漂移延续的时间窗口和失效边界。
4. 若首日已过度透支,后续应下调漂移概率。
5. 正文中不显式描述内部工具细节。

## 执行流程

### Step 1:确认财报事件与观察窗口

先明确本次分析覆盖的是哪些财报事件,以及观察的是:

- 财后 2-5 日的短期漂移
- 财后 1-4 周的中期延续
- 某一行业的财后趋势群体
- 还是用户自选股中的持续强弱分化

时间窗口必须先定,否则很容易把不同阶段的行为混为一谈。

### Step 2:评估财报带来的预期修正幅度

PEAD 的本质,是市场对新信息的消化分阶段完成。要先判断:

- 本次财报到底修正了哪些核心预期
- 修正是轻微、明显还是结构性改变
- 卖方、市场讨论和板块叙事是否出现同步上修
- 新信息是否足以改变未来几个季度的盈利或增长预期

没有足够强的预期修正,就很难支撑真正的漂移行情。

### Step 3:判断首日反应是否仍留有空间

漂移机会往往发生在“好消息出现,但首日价格仍未完全反映”的场景。要重点看:
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/pead_opportunity_skill@sha256:2258d05d20d36326

The 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_ggmm2ra3fo6vzv3e.svg)](https://markdownregistry.com/a/art_ggmm2ra3fo6vzv3e)

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.

versioncommittedcommitsizeaudit
git:20260629.563681b latest2026-06-29 563681b 6,252 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (6252 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

GitHub

wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_ggmm2ra3fo6vzv3e
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/pead_opportunity_skill
GET https://markdownregistry.com/api/v1/blob/2258d05d20d3632697c0b9f750b98316be38f08eecb64bf265cdf4a148e25573

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.

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