sector-rotation SKILL.md skillA
sector-rotation from hkuds/vibe-trading is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add hkuds/vibe-trading/sector-rotation@git:20260409.27354ebPins git:20260409.27354eb in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- hkuds/vibe-trading
- Path
agent/src/skills/sector-rotation/SKILL.md- Versions recorded
- 2
- Latest version
- git:20260409.27354eb, committed Apr 9, 2026
- First version recorded
- Apr 1, 2026
- Size
- 7,282 bytes
- Repository stars
- 37,300
- License
- MIT
行业轮动分析——申万行业景气度评分、行业动量排名、产业链传导、估值/盈利/资金流多维比较框架.
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
# 行业轮动分析 ## 概述 基于A股申万行业分类体系，通过景气度评分、动量排名、估值比较、资金流向四个维度进行行业轮动分析，输出行业超配/低配建议。 ## 申万行业分类体系 ### 一级行业（31个） | 大类 | 行业 | 代码示例 | |------|------|---------| | 上游周期 | 煤炭、有色、石油石化、钢铁、基础化工 | 煤炭ETF: 515220 | | 中游制造 | 电力设备、机械设备、国防军工、汽车 | 新能源ETF: 516160 | | 下游消费 | 食品饮料、家用电器、医药生物、美容护理 | 消费ETF: 510150 | | TMT | 电子、计算机、通信、传媒 | 科技ETF: 515000 | | 金融地产 | 银行、非银金融、房地产 | 金融ETF: 510230 | | 公用事业 | 公用事业、交通运输、环保 | 红利ETF: 510880 | ### 行业周期属性 | 类型 | 行业 | 特征 | 驱动因子 | |------|------|------|---------| | 强周期 | 煤炭/有色/钢铁/化工 | 盈利波动大，跟宏观紧密 | PPI、PMI、商品价格 | | 弱周期 | 食品饮料/医药/公用 | 盈利稳定，防御属性 | CPI、消费数据 | | 成长型 | 电子/计算机/电力设备 | 高PE高增速，政策敏感 | 产业政策、渗透率 | | 金融 | 银行/非银/保险 | 利差驱动，与利率正相关 | 利率、社融、信贷 | ## 景气度评分框架 ### 评分维度（满分100） | 维度 | 权重 | 指标 | 评分规则 | |------|------|------|---------| | 盈利增速 | 30% | 净利润同比增速 | >30%=30分, 15-30%=22分, 0-15%=15分, <0%=5分 | | 盈利趋势 | 20% | 连续N季加速 | 加速3季+=20分, 2季=14分, 减速=-5分 | | 景气指标 | 20% | PMI/开工率/价格 | 高位+上行=20分, 高位回落=12分, 低位=5分 | | 政策支持 | 15% | 产业政策力度 | 明确利好=15分, 中性=8分, 利空=2分 | | 估值安全 | 15% | PE历史分位 | <30%分位=15分, 30-50%=10分, >70%=3分 | ### 景气度变化信号 ``` 景气度上行信号（超配）: 1. 行业PMI连续2个月>50且环比改善 2. 龙头公司订单/收入同比加速 3. 产品价格上行（涨价周期） 4. 产能利用率>80%且在提升 5. 政策催化（补贴/准入/国产替代） 景气度下行信号（低配）: 1. 行业PMI连续2个月<50 …
Read the whole file at its exact version.
How to install
mdr add hkuds/vibe-trading/sector-rotation@sha256:8db0e9de5ed92ddaThe line at the top of this page pins the label git:20260409.27354eb, 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_sgf6pes6guglannp)
1 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 2 versions of this file, between Apr 1, 2026 and Apr 9, 2026, about one every 8 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260409.27354eb latest | 2026-04-09 | 27354eb | 7,282 B | A | view · diff |
| git:20260401.34eae37 | 2026-04-01 | 34eae37 | 7,260 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 (7282 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
hkuds/vibe-trading · 37,300 stars · license MIT · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_sgf6pes6guglannp GET https://markdownregistry.com/api/v1/resolve?ref=hkuds/vibe-trading/sector-rotation GET https://markdownregistry.com/api/v1/blob/8db0e9de5ed92ddaf1cb9262297c0e9123f1ba8b72a774b55b017cd3d5bd7a2f
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.
More from hkuds/vibe-trading
Every file in hkuds/vibe-trading