theme_heat_tracker_skill SKILL.md skillA

theme_heat_tracker_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/theme_heat_tracker_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/theme_heat_tracker_skill/SKILL.md
Versions recorded
1
Latest version
git:20260629.563681b, committed Jun 29, 2026
Size
5,223 bytes
Repository stars
153
License
none declared

跟踪主题题材的热度变化、扩散层级、拥挤程度与持续性,帮助判断题材处于启动、强化、扩散还是退潮阶段。适用于题材跟踪、热点复盘与轮动研判。.

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

# Theme Heat Tracker 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

本技能用于跟踪某一主题题材的热度变化,回答“这条题材现在热不热、热度来自哪里、是龙头驱动还是全面扩散、是否已经开始拥挤或退潮”。输出重点不是简单罗列相关新闻,而是帮助使用者判断题材所处阶段,以及应继续跟踪、择机参与还是降低关注。

## 执行流程

### Step 1:界定题材边界与观察周期

先明确本次要跟踪的主题是什么,并把边界定义清楚:

- 题材名称对应的核心叙事是什么
- 哪些公司属于核心受益,哪些只是边缘映射
- 是观察单一题材,还是比较多个相近题材
- 是看日内热度、周度热度,还是阶段性热度演化

若题材边界模糊,应先做核心名单与边缘名单的区分,避免把无关标的混入热度判断。

### Step 2:建立题材热度的多维观察框架

热度不应只看价格涨跌,需要从多个维度综合判断:

- 题材核心标的与跟随标的的表现强弱
- 题材内部上涨家数、持续性和梯队完整度
- 成交活跃度是否同步上升
- 新闻、政策、产业动态是否持续提供新催化
- 市场讨论热度是否集中且不断强化

这一阶段的目标是确认热度是否真实存在,而不是仅凭少数龙头表现下结论。

### Step 3:判断题材所处阶段

结合市场表现和信息流变化,判断题材当前更接近哪一阶段:

- 启动阶段:少数先行标的率先异动,市场开始形成关注
- 强化阶段:核心标的持续走强,逻辑得到重复验证
- 扩散阶段:中军、二线、边缘映射标的普遍受益
- 拥挤阶段:交易过热、分支泛化、兑现压力升高
- 退潮阶段:题材热度减弱,仅剩个别强股维持表现

阶段判断必须有清晰依据,不能只使用情绪化表述。

### Step 4:识别热度来源与延续条件

进一步说明题材之所以热,是因为什么,以及要继续热下去还需要什么条件:

- 是政策刺激、产业进展、业绩兑现还是市场风格配合
- 当前催化是一次性事件,还是可连续验证的主线
- 热度是否已经从叙事走向业绩支持
- 若后续没有新增催化,热度是否容易快速回落

### Step 5:判断拥挤度与风险释放可能
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/theme_heat_tracker_skill@sha256:d7660e135086a7e4

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_nb3icsf7h7urugmj.svg)](https://markdownregistry.com/a/art_nb3icsf7h7urugmj)

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 5,223 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 (5223 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_nb3icsf7h7urugmj
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/theme_heat_tracker_skill
GET https://markdownregistry.com/api/v1/blob/d7660e135086a7e41ca3b1998bc39cc7d72c41b858395bd82bdd32b59c839f2f

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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