macro-sector-transmission SKILL.md skillA
macro-sector-transmission from belos-street/stock-analytics-agent is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add belos-street/stock-analytics-agent/macro-sector-transmission@git:20261021.133778ePins git:20261021.133778e in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- belos-street/stock-analytics-agent
- Path
.agents/skills/macro-sector-transmission/SKILL.md- Versions recorded
- 2
- Latest version
- git:20261021.133778e, committed Oct 21, 2026
- First version recorded
- May 11, 2026
- Size
- 12,281 bytes
- Repository stars
- 56
- License
- MIT
宏观—行业—个股传导研究框架，分析利率、汇率、财政、地产、出口、通胀等变化如何传导到行业和公司。Invoke when user asks about macro analysis, sector rotation, or how macro changes affect specific industries.
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
# 宏观行业个股传导
## 技能核心定位
### 核心目标
用于宏观—行业—个股传导，聚焦宏观研究、资产配置、行业传导、自上而下研究。用户关注利率、汇率、财政、地产、出口、通胀、全球景气等变化时，真正想知道的不是宏观名词本身，而是这些变化会通过什么路径传导到哪些行业，再传导到哪些公司。
### 目标用户
- **宏观研究员**：自上而下研究
- **策略分析师**：行业配置决策
- **资产配置师**：大类资产配置
- **行业研究员**：关联行业研究
- **投资者**：理解宏观影响
### 技能边界
**可提供服务**：
- 宏观变量传导路径
- 行业受益受损分析
- 投资时钟判断
- 行业配置参考（受益受损排序）
- 微观影响机制
**不可提供服务**：
- 精确预测
- 投资建议
- 内幕信息
---
## 传导框架总览
### 核心宏观变量
```
1. 利率周期
- 政策利率
- 无风险收益率
- 信用利差
2. 汇率周期
- 美元指数
- 人民币汇率
- 贸易加权汇率
3. 财政政策
- 财政支出
- 税收政策
- 地方政府债务
4. 地产周期
- 销售面积
- 新开工
- 投资增速
- 政策调控
5. 出口周期
- 贸易顺差
- 出口增速
- 份额变化
6. 通胀周期
- CPI/PPI
- 核心通胀
- 通胀预期
7. 信用周期
- 社融增速
- 信贷投放
- 信用利差
```
---
## 传导机制详解
> ⚠️ 传导方向使用规则：下文各矩阵的传导方向均为**条件性判断**，非确定结论。引用时须逐条补：①成立条件（浮息结构、时滞、预期是否已定价、政策/流动性前提）②失效情形（何种情形下方向反转或传导中断）③反向情景（预期已定价、利好出尽时的相反表现）。受益/受损排序须辨真伪受益（概念/主题辨真伪），并做估值陷阱检查：低 PE ≠ 低估（周期股盈利顶部陷阱）、回撤大 ≠ 估值低、高股息须核可持续性、增长须看盈利含量/现金含量。
### 一、利率传导
#### 传导路径
```
利率变化
↓
融资成本变化
↓
企业投资意愿
↓
居民消费意愿
↓
经济增长 + 通胀
```
#### 行业影响矩阵
> ⚠️ 基准情景：**利率上行**（加息/资金面收紧）；利率下行时方向大体相反。各行传导方向取决于资产浮息结构、时滞、预期是否已定价，需逐条校验成立条件。
| 行业 | 利率敏感度 | 传导方向 | 传导逻辑 |
|------|-----------|---------|---------|
…Read the whole file at its exact version.
How to install
mdr add belos-street/stock-analytics-agent/macro-sector-transmission@sha256:2cf244f03e71334fThe line at the top of this page pins the label git:20261021.133778e, 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_j5utcrxsjti2yr3v)
1 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 2 versions of this file, between May 11, 2026 and Oct 21, 2026, about one every 163 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20261021.133778e latest | 2026-10-21 | 133778e | 12,281 B | A | view · diff |
| git:20260511.ff2dbc0 | 2026-05-11 | ff2dbc0 | 9,629 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 (12281 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
belos-street/stock-analytics-agent · 56 stars · license MIT · pushed 2026-10-21 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_j5utcrxsjti2yr3v GET https://markdownregistry.com/api/v1/resolve?ref=belos-street/stock-analytics-agent/macro-sector-transmission GET https://markdownregistry.com/api/v1/blob/2cf244f03e71334f1b18103fa2da2171abba9f1c96a867a82773d0c714a2b0e2
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.