theme_leader_identification_skill SKILL.md skillA
theme_leader_identification_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/theme_leader_identification_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/theme_leader_identification_skill/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260519.104b3aa, committed May 19, 2026
- First version recorded
- May 13, 2026
- Size
- 6,370 bytes
- Repository stars
- 153
- License
- none declared
识别热门题材中的龙头、中军、跟随股与掉队股，判断谁最值得优先跟踪，并输出题材阶段、驱动链条与风险提示。适用于题材轮动选股、热点复盘、板块主线判断等场景。.
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
# Theme Leader Identification 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 本技能用于在热门题材或主题行情中识别谁是真正的龙头、谁是中军、谁只是跟风，以及题材当前处于启动、强化、扩散还是退潮阶段。输出重点不是简单按照涨幅排序，而是判断题材内部地位、带动能力、持续性和交易拥挤度，帮助使用者把注意力聚焦到最有代表性的标的上。 ## 功能简介 本技能的核心功能是：识别热门题材中的龙头、中军和跟随股，判断谁最值得跟踪。 它强调把题材驱动、个股辨识度、成交结构、产业逻辑和资金偏好放在一起判断，帮助使用者更清楚地理解题材内部的角色分层。 ## 使用场景 - 热点题材快速升温后，需要判断谁是最核心的标的。 - 用户希望在题材轮动中避免把跟风股当龙头追逐。 - 团队做盘后复盘，需要整理题材内部地位变化。 - 新题材爆发时，需要快速建立主线与梯队认知。 ## 工作原则 1. 龙头识别不能只按短期涨幅排序，必须结合辨识度、带动性与承接质量。 2. 要区分龙头、中军、跟随股和掉队股四个层次。 3. 题材分析必须说明其所处阶段，避免脱离周期谈地位。 4. 若题材逻辑薄弱或已明显退潮，应降低龙头讨论价值。 5. 正文中不显式描述内部调用过程。 ## 执行流程 ### Step 1：确认题材边界与观察窗口 先定义本次要分析的题材范围： - 是单一明确主题，还是多个相近概念的集合 - 是观察当日热点，还是近一周的持续主线 - 用户想判断的是交易龙头，还是中期主线核心资产 题材边界不清，会直接导致后续角色判断失真。 ### Step 2：梳理题材驱动与核心叙事 先回答“市场为什么在交易这个题材”。重点拆解： - 驱动来自政策、产业趋势、景气数据、事件催化还是纯情绪扩散 - 题材是否有真实产业映射，还是概念泛化严重 - 市场目前最关心的是哪一条主叙事 - 这条叙事是否足以支撑题材持续发酵 ### Step 3：建立题材内股票清单与角色分层 围绕题材内主要股票，先做初步分层： - 龙头：辨识度最高、带动最强、资金承接最集中 …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/theme_leader_identification_skill@sha256:84a72ae6e47d7cbcThe 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_s5j3ao2llvp6qz36)
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 | 6,370 B | A | view · diff |
| git:20260518.6dd89eb | 2026-05-18 | 6dd89eb | 6,102 B | A | view · diff |
| git:20260514.5ec04f5 | 2026-05-14 | 5ec04f5 | 7,255 B | A | view · diff |
| git:20260513.e0daa30 | 2026-05-13 | e0daa30 | 6,034 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 (6370 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_s5j3ao2llvp6qz36 GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/theme_leader_identification_skill GET https://markdownregistry.com/api/v1/blob/84a72ae6e47d7cbc04dbbbcfbcb33a6b496b2718a0aee82199b3bec1294270c5
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.