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market-review skillA

market-review is agent-read markdown (skill) from weaxs/stock-analysis-plugin: 多市场大盘复盘:分析指数、市场宽度、板块、消息、温度和次日策略。用于市场级研判;个股分析用 stock-analysis。.

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What the file says

# 大盘复盘分析

## 输入数据说明

先运行:

```bash
python3 scripts/gather.py [A|HK|US]
```

gather 工具返回以下字段:
- `indices` — 主要指数表现(涨跌幅、成交量)
- `stats` — 涨跌家数、涨停/跌停统计(仅 A 股)
- `sectors` — 领涨/领跌板块排名(仅 A 股)
- `news` — 当日市场相关新闻
- `regime` — 市场阶段判定(trending_up/down, sideways, volatile, mixed)
- `temperature` — 市场温度分数与信号灯
- `strategy_stance` — 建议策略姿态(offensive/balanced/defensive)

## 分析框架(7 个板块)

### 1. 盘面总览
- 各指数涨跌幅一览
- 涨跌家数、涨停/跌停数量
- 市场温度分数与信号灯判定
- 成交额变化(放量/缩量)

### 2. 指数结构
- 大盘 vs 中小盘表现差异
- 权重股与题材股分化程度
- 指数位置(突破/回落/震荡区间)

### 3. 板块主线
- 领涨板块及其逻辑(政策/业绩/事件)
- 领跌板块及其原因
- 主线持续性判断(首日/加速/退潮)

### 4. 资金与情绪
- 成交额水平(历史分位)
- 涨停/跌停比作为情绪温度计
- 连板高度与赚钱效应

### 5. 消息催化
- 当日重要政策/新闻
- 对市场的影响路径
- 后续可能的演绎方向

### 6. 明日策略
根据信号灯给出建议:
- 🟢 绿灯(>=60):进攻策略,可适当加仓,关注领涨板块
- 🟡 黄灯(40-59):均衡策略,控制仓位,精选个股
- 🔴 红灯(<40):防守策略,降低仓位,回避高位股

### 7. 风险提示
- 需要注意的系统性风险
- 板块/个股层面的风险信号
- 外围市场可能的影响

## 输出

按 [市场复盘 schema](../../schemas/market_review_schema.json) 构建报告对象,再调用 `render_market_report`。缺失的市场数据保持为空并在 `risks` 中说明,不用定性文字补齐。

## 多市场支持

- A 股:完整 7 板块分析
- 港股/美股:因数据限制,聚焦指数结构 + 消息催化 + 策略建议

完成标准:市场阶段、温度和次日策略均可追溯到返回数据,非 A 股报告不出现 A 股专属宽度或板块结论。

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How to install

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mdr add weaxs/stock-analysis-plugin/market-review@git:20260916.70e8228
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A  17 of 17 checks passed. Deterministic, no model, same answer every run.
  • pass: Frontmatter block present
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Source

GitHub

weaxs/stock-analysis-plugin · 24 stars · license none · pushed 2026-09-23 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_n5rlnychrrca3fez
GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/market-review
GET https://markdownregistry.com/api/v1/blob/877538178895dc0a29cc47b54947489692b7454c1f80e240a6de9c931e70355c

Your agent 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.

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