AI-Trader Market Intel
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
A-share sector rotation workflow in Chinese: scores Shenwan industries on prosperity, ranks momentum and compares valuation, earnings and fund flows.
SKILL.md written in Chinese; this summary is our English description.
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install HKUDS/Vibe-Trading sector-rotation --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent/src/skills/sector-rotation .claude/skills/sector-rotation && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .claude/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotationType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install HKUDS/Vibe-Trading sector-rotation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent/src/skills/sector-rotation .agents/skills/sector-rotation && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .agents/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install HKUDS/Vibe-Trading sector-rotation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent/src/skills/sector-rotation .cursor/skills/sector-rotation && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .cursor/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/HKUDS/Vibe-Trading.git --path agent/src/skills/sector-rotation--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install HKUDS/Vibe-Trading sector-rotation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent/src/skills/sector-rotation .gemini/skills/sector-rotation && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .gemini/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install HKUDS/Vibe-Trading sector-rotationInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent/src/skills/sector-rotation .github/skills/sector-rotation && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .github/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install HKUDS/Vibe-Trading sector-rotation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent/src/skills/sector-rotation .opencode/skills/sector-rotation && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "sector-rotation" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/sector-rotation into .opencode/skills/sector-rotation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sector-rotation", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
sector-rotationA-share sector rotation workflow in Chinese: scores Shenwan industries on prosperity, ranks momentum and compares valuation, earnings and fund flows.
A Chinese-language framework for sector rotation in the mainland A-share market, built on the Shenwan classification of 31 first-level industries, grouped as upstream cyclicals, midstream manufacturing, downstream consumer, technology and media, financials and utilities. It labels industries as strongly cyclical, weakly cyclical, growth or financial and names the drivers that matter for each type.
The agent scores each industry out of 100 on earnings growth, earnings trend, industry indicators, policy support and valuation safety, then ranks industries by price, earnings and fund-flow momentum and proposes overweights and underweights from the top and bottom of the ranking. It also traces how demand and cost shocks move along the supply chain and compares sectors on valuation, profitability and flows such as northbound capital and margin balances. The result is a Markdown report with a prosperity ranking.
6 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit b1f6ce7. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md (its code samples are python and markdown).
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Sector Rotation Analysis loads about 965 tokens when it runs. Until then it costs about 16 tokens; SKILL.md has 182 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from HKUDS/Vibe-Trading at commit b1f6ce7, republished under its MIT licence (© HKUDS). 182 words, ~965 tokens.
.claude/skills/sector-rotation/SKILL.md (or your agent's skills folder).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。
| 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 |
| 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 |
| 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
2. 存货周转天数上升(库存积压)
3. 产品价格下行
4. 产能过剩(利用率<60%)
5. 政策收紧(环保/反垄断/集采)def sector_momentum(sector_returns: pd.DataFrame, lookback: int = 60, skip: int = 5) -> pd.Series:
"""
Args:
sector_returns: 行业日收益率,columns=行业名
lookback: 回看窗口(交易日)
skip: 跳过最近N天(避免短期反转)
Returns:
行业动量得分排名
"""
cum_return = (1 + sector_returns).rolling(lookback).apply(lambda x: x[:-skip].prod() - 1)
return cum_return.iloc[-1].rank(ascending=False)盈利动量 = 当季ROE同比变化 - 上季ROE同比变化
正值 = 盈利加速(超配信号)
负值 = 盈利减速(减配信号)综合得分 = 0.4 × 价格动量排名 + 0.3 × 盈利动量排名 + 0.3 × 资金流排名
取 Top 5 行业超配,Bottom 5 行业低配上游(原材料)→ 中游(制造加工)→ 下游(消费/应用)
示例1: 锂电产业链
碳酸锂(上游)→ 正极材料(中游)→ 电池(中游)→ 新能源车(下游)
传导:锂价↑ → 正极成本↑ → 电池价格↑ → 车企毛利率↓
示例2: 半导体产业链
设备/材料(上游)→ 晶圆制造(中游)→ 封测(中游)→ 消费电子(下游)
传导:手机需求↑ → 封测订单↑ → 晶圆产能紧 → 设备资本开支↑
示例3: 地产产业链
土地/融资(上游)→ 开发建设(中游)→ 销售/物业(下游)
传导:政策宽松 → 销售回暖(下游先) → 新开工↑(中游) → 拿地↑(上游)| 规律 | 说明 | 投资含义 |
|---|---|---|
| 需求驱动自下而上 | 下游需求 → 中游订单 → 上游原材料 | 需求拐点看下游先动 |
| 成本传导自上而下 | 上游涨价 → 中游成本 → 下游提价 | 上游涨价利好上游,利空中游 |
| 库存周期传导 | 主动补库→被动补库→主动去库→被动去库 | 被动去库是买入点 |
| 领先滞后 | 上游领先中游1-2季度,中游领先下游1-2季度 | 提前布局下一环节 |
| 指标 | 用途 | 注意事项 |
|---|---|---|
| PE(TTM) | 盈利估值 | 周期股PE失真(低PE可能是顶) |
| PB | 资产估值 | 银行/地产/周期股用PB更合理 |
| PE历史分位 | 估值位置 | 看5年分位数 |
| PEG | 成长估值 | <1为低估,>2为高估 |
| 股息率 | 收益率 | 高股息=防御配置 |
| 指标 | 含义 |
|---|---|
| ROE | 盈利能力 |
| ROE变化 | 盈利趋势 |
| 毛利率 | 竞争格局 |
| 净利润增速 | 成长性 |
| 现金流/净利润 | 盈利质量 |
| 指标 | 数据源 | 信号 |
|---|---|---|
| 北向资金净流入 | 沪深港通 | 外资偏好,领先1-3个月 |
| 融资余额变化 | 融资融券 | 杠杆资金方向 |
| ETF净申购 | 基金数据 | 机构配置方向 |
| 大宗交易 | 交易所 | 机构调仓信号 |
## 行业轮动分析
### 景气度排名 Top 10
| 排名 | 行业 | 景气度 | 变化 | 核心逻辑 |
|------|------|--------|------|---------|
| 1 | 电子 | 85 | ↑+8 | AI算力需求爆发 |
| 2 | 汽车 | 80 | ↑+5 | 出口+新能源双轮驱动 |
| ... | ... | ... | ... | ... |
### 行业配置建议
| 配置 | 行业 | 权重建议 | 核心逻辑 |
|------|------|---------|---------|
| 超配 | 电子、汽车、通信 | 各10-15% | 景气上行+政策催化 |
| 标配 | 食品饮料、医药 | 各5-8% | 防御属性,估值合理 |
| 低配 | 地产、建材 | 各0-3% | 景气下行,政策效果待观察 |
### 产业链机会
- **AI产业链**: 算力(上游)→模型(中游)→应用(下游),当前上游最确定
- **新能源车**: 碳酸锂价格见底,电池环节盈利修复预期
### 风险提示
- ...© HKUDS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in agent/src/skills/sector-rotation of HKUDS/Vibe-Trading.
Open the folder on GitHubat commit b1f6ce7
Sector Rotation Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Sector Rotation Analysis this skillHKUDS/Vibe-Trading | 35k | — | ~965 | Automated safety check: Pass | MIT | |
| AI-Trader Market IntelHKUDS/AI-Trader | 23k | — | ~1.1k | Automated safety check: Pass | None | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| Zhengxi Fund Manager Views Librarylyra81604/zhengxi-views | 1.8k | — | ~1.6k | Automated safety check: Pass | MIT | |
| Supply Chain Bottleneck Hunterxbtlin/ai-berkshire | 17k | — | ~2.6k | Automated safety check: Pass | MIT | |
| Deep Company Article Seriesxbtlin/ai-berkshire | 17k | — | ~2k | Automated safety check: Pass | MIT |
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
lyra81604/zhengxi-views
Answers questions with sourced quotes from one Chinese fund manager's public writings, applies his stated investment method and compares his words with real fund holdings.
xbtlin/ai-berkshire
Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.
xbtlin/ai-berkshire
Plans and writes a three-to-eight-part long-form article series that breaks down one company, built on fact-checked financials, valuation and management analysis.
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
HKUDS/Vibe-Trading
Index of Eastmoney's free, no-token market data interfaces for China A-shares and Hong Kong stocks: fund flows, dragon-tiger lists, margin trading, reports and news.
HKUDS/Vibe-Trading
Retrieves public OKX cryptocurrency market data such as spot prices, candlesticks, funding rates and open interest through the OKX V5 REST API, with no authentication.
HKUDS/Vibe-Trading
Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.
HKUDS/Vibe-Trading
Predicts whether a mainland China A-share company risks an ST or *ST warning after its next annual report, using financial thresholds and Sina penalty records.
HKUDS/Vibe-Trading
Breaks a structural trend such as AI infrastructure into its physical supply chain and ranks lesser-known listed companies sitting on each bottleneck.
HKUDS/Vibe-Trading
Plans and drafts an eight-part, roughly 120k-word investigative series on one company, built around a strict fact-check pass rather than fast drafting.
Categories
A-share sector rotation workflow in Chinese: scores Shenwan industries on prosperity, ranks momentum and compares valuation, earnings and fund flows. A Chinese-language framework for sector rotation in the mainland A-share market, built on the Shenwan classification of 31 first-level industries, grouped as upstream cyclicals, midstream manufacturing, downstream consumer, technology and media, financials and utilities. It labels industries as strongly cyclical, weakly cyclical, growth or financial and names the drivers that matter for each type.
Sector Rotation Analysis fits situations like: deciding which A-share industries to overweight or underweight; ranking Shenwan industries by momentum, earnings and capital flows; tracing how an upstream price move could reach midstream and downstream sectors; comparing sector valuations without falling for low P/E ratios in cyclical stocks.
Run `npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a claude-code`. Or copy the skill folder (agent/src/skills/sector-rotation in HKUDS/Vibe-Trading) into .claude/skills/sector-rotation in your project. Claude Code loads it when a task matches its description.
Run `npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a codex`. Or copy the skill folder (agent/src/skills/sector-rotation in HKUDS/Vibe-Trading) into .agents/skills/sector-rotation in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add HKUDS/Vibe-Trading --skill sector-rotation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sector-rotation, .gemini/skills/sector-rotation, .github/skills/sector-rotation and .opencode/skills/sector-rotation in your project.
SKILL.md names no scripts, command-line tools or credentials: Sector Rotation Analysis is instructions for the agent only.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Sector Rotation Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 965 tokens (SKILL.md is roughly 3.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Sector Rotation Analysis: AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars), Zhengxi Fund Manager Views Library (lyra81604/zhengxi-views, 1.8k stars) and Supply Chain Bottleneck Hunter (xbtlin/ai-berkshire, 17k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
HKUDS (a GitHub organization) maintains it in HKUDS/Vibe-Trading, which has 35,097 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 9, 2026.
Source: HKUDS/Vibe-Trading on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.