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emotion-cycle skillA

emotion-cycle is agent-read markdown (skill) from weaxs/stock-analysis-plugin: 市场情绪周期:用市场宽度、涨跌停、成交额和热度判断冰点、回暖、高潮或退潮。完整大盘复盘用 market-review。.

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What the file says

# 情绪周期分析

分析前读取[短线交易决策框架](../stock-analysis/references/short-term-trading.md)。情绪阶段只用于调整策略和风险门槛,不单独构成买卖信号。

## 执行流程

### 1. 采集数据

运行数据采集脚本获取市场宽度、板块、新闻、市场状态和温度(默认 A 股):

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

A 股情绪另有两个直接数据源:`get_limit_up_pool`(涨停池:连板梯队高度、炸板率、封板资金)与 `get_hot_stocks`(全市场人气热搜榜)。`get_limit_up_pool` 在非交易日或未来日期会回退到最近交易日数据(返回含 `requested_date` 与 `stale: true`),情绪判断以其 `date` 字段的实际数据日期为准。

### 2. 情绪指标

- 市场温度和策略姿态
- 上涨/下跌家数与涨跌停比
- 成交额及放量/缩量状态
- 板块扩散度和领涨持续性

### 3. 情绪周期阶段

| 阶段 | 特征 | 操作 |
|------|------|------|
| 冰点期 | 下跌家数和跌停数扩大,温度处于低位 | 等待宽度停止恶化,不因“低”直接抄底 |
| 回暖期 | 宽度改善,涨停增加,主线开始扩散 | 仅在触发与失效清晰时试错 |
| 狂热期 | 高温、全面普涨、补涨扩散且成交额显著放大 | 提高接受确认要求,降低追高风险 |
| 退潮期 | 高位放量阴线、分歧加大、领先股转弱 | 降低敞口,已有头寸按失效条件处理 |
| 恐慌期 | 放量暴跌、跌停潮、恐慌性抛售 | 等待宽度、成交量和价格结构共同企稳 |

### 4. 逆向信号

转折必须由至少两类独立市场数据共同确认(如宽度 + 成交额)。只有单日涨跌或数据缺失时,输出“未确认”并列出缺失证据。

同时对照 `detect_market_regime`:趋势、横盘和高波动状态决定应优先采用延续还是反转策略。情绪周期与市场状态冲突时,不强行合并成单一分数,分别陈述证据并降低确信度。

## 输出要求

1. 当前情绪周期所处阶段
2. 关键情绪指标数值
3. 情绪拐点信号是否出现
4. 适配与回避的策略类型
5. 风险门槛、转折确认条件和数据缺口

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How to install

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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_w64md6h2zvv6oj33
GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/emotion-cycle
GET https://markdownregistry.com/api/v1/blob/4fe1c949d00e7d59dfa245492acf5e01a51345043ccd2601a70e100db53a208f

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