@openfinclaw/findoo-datahub-plugin 2026.3.2 → 2026.3.10
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/DESIGN.md +492 -151
- package/_vendor/claude-skills-finance/SKILL.md +192 -0
- package/_vendor/claude-skills-finance/assets/dcf_analysis_template.md +184 -0
- package/_vendor/claude-skills-finance/assets/expected_output.json +161 -0
- package/_vendor/claude-skills-finance/assets/forecast_report_template.md +177 -0
- package/_vendor/claude-skills-finance/assets/sample_financial_data.json +219 -0
- package/_vendor/claude-skills-finance/assets/variance_report_template.md +122 -0
- package/_vendor/claude-skills-finance/references/financial-ratios-guide.md +396 -0
- package/_vendor/claude-skills-finance/references/forecasting-best-practices.md +294 -0
- package/_vendor/claude-skills-finance/references/valuation-methodology.md +255 -0
- package/_vendor/claude-skills-finance/scripts/budget_variance_analyzer.py +406 -0
- package/_vendor/claude-skills-finance/scripts/dcf_valuation.py +449 -0
- package/_vendor/claude-skills-finance/scripts/forecast_builder.py +494 -0
- package/_vendor/claude-skills-finance/scripts/ratio_calculator.py +432 -0
- package/index.ts +332 -14
- package/openclaw.plugin.json +2 -2
- package/package.json +1 -1
- package/references/cn-market-specifics.md +165 -0
- package/references/crypto-analysis.md +635 -0
- package/references/financial-ratios-cn.md +452 -0
- package/references/hk-market-specifics.md +166 -0
- package/references/macro-cycle-cn.md +409 -0
- package/references/valuation-cn.md +427 -0
- package/skills/README.md +294 -0
- package/skills/a-concept-cycle/skill.md +200 -0
- package/skills/a-convertible-arb/skill.md +294 -0
- package/skills/a-dividend-king/skill.md +187 -0
- package/skills/a-earnings-season/skill.md +221 -0
- package/skills/a-index-timer/skill.md +192 -0
- package/skills/a-ipo-new/skill.md +297 -0
- package/skills/a-northbound-decoder/skill.md +185 -0
- package/skills/a-quant-board/skill.md +286 -0
- package/skills/a-share/skill.md +347 -0
- package/skills/a-share-radar/skill.md +185 -0
- package/skills/cross-asset/skill.md +202 -0
- package/skills/crypto/skill.md +269 -0
- package/skills/crypto-altseason/skill.md +208 -0
- package/skills/crypto-btc-cycle/skill.md +231 -0
- package/skills/crypto-defi-yield/skill.md +181 -0
- package/skills/crypto-funding-arb/skill.md +158 -0
- package/skills/crypto-stablecoin-flow/skill.md +149 -0
- package/skills/data-query/skill.md +124 -30
- package/skills/derivatives/skill.md +188 -35
- package/skills/etf-fund/skill.md +216 -0
- package/skills/factor-screen/skill.md +186 -0
- package/skills/hk-china-internet/skill.md +190 -0
- package/skills/hk-dividend-harvest/skill.md +192 -0
- package/skills/hk-hsi-pulse/skill.md +154 -0
- package/skills/hk-southbound-alpha/skill.md +163 -0
- package/skills/hk-stock/skill.md +295 -0
- package/skills/macro/skill.md +244 -53
- package/skills/risk-monitor/skill.md +171 -0
- package/skills/us-dividend/skill.md +162 -0
- package/skills/us-earnings/skill.md +149 -0
- package/skills/us-equity/skill.md +235 -0
- package/skills/us-etf/skill.md +261 -0
- package/skills/us-sector-rotation/skill.md +223 -0
- package/src/config.ts +4 -5
- package/src/datahub-client.test.ts +4 -7
- package/src/datahub-client.ts +6 -1
- package/src/register-tools.ts +720 -0
- package/src/tool-helpers.ts +89 -0
- package/test/e2e/l3-gateway-bootstrap.live.test.ts +339 -0
- package/test/e2e/l4-skill-tool-chain.live.test.ts +465 -0
- package/skills/crypto-defi/skill.md +0 -69
- package/skills/equity/skill.md +0 -64
- package/skills/market-radar/skill.md +0 -47
package/skills/README.md
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# Findoo DataHub Skills Catalog
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> 33 financial analysis skills covering A-share, HK, US, Crypto markets and cross-asset scenarios.
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> Each skill is a `skill.md` file that guides LLM routing, tool selection, and analysis patterns.
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## Quick Stats
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| Market | Count | Skills |
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| ------------ | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| A-Share | 10 | a-share, a-share-radar, a-northbound-decoder, a-index-timer, a-earnings-season, a-dividend-king, a-concept-cycle, a-convertible-arb, a-ipo-new, a-quant-board |
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| HK | 5 | hk-stock, hk-hsi-pulse, hk-dividend-harvest, hk-southbound-alpha, hk-china-internet |
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| US | 5 | us-equity, us-earnings, us-dividend, us-etf, us-sector-rotation |
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| Crypto | 6 | crypto, crypto-funding-arb, crypto-defi-yield, crypto-btc-cycle, crypto-stablecoin-flow, crypto-altseason |
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| Cross-Market | 7 | macro, derivatives, etf-fund, factor-screen, cross-asset, risk-monitor, data-query |
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| **Total** | **33** | |
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---
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## A-Share (10)
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### fin-a-share
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**Individual A-share deep analysis.** CAS fundamentals (income/balance/cash/ratios), chip structure (shareholders/pledge/lock-up/repurchase), policy-driven sector rotation, capital flow cross-validation.
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- Tools: `fin_stock`, `fin_market`, `fin_index`, `fin_ta`
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- Triggers: A-share codes (600xxx.SH/000xxx.SZ/300xxx.SZ), Chinese company names
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### fin-a-share-radar
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**Market-wide A-share monitoring.** Dragon-tiger list, limit-up/down stats, block trades, sector money flow, margin trading, Stock Connect flows, IPO calendar.
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- Tools: `fin_market`
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- Triggers: market overview, daily recap, unusual activity, institutional flows
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### fin-a-northbound-decoder
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**Northbound capital decoder.** HSGT daily flows, top 10 holdings, trend analysis, northbound vs domestic divergence, foreign ownership limits.
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- Tools: `fin_market` (flow/hsgt_flow, flow/hsgt_top10)
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- Triggers: northbound capital, foreign buying, HSGT flows, smart money tracking
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### fin-a-index-timer
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**Index valuation timer for DCA.** PE/PB percentile scoring, traffic-light signal system, dynamic dollar-cost averaging, multi-index comparison, equity-bond spread.
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- Tools: `fin_index`, `fin_macro`
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- Triggers: index valuation, DCA timing, PE percentile, CSI 300/500 allocation
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### fin-a-earnings-season
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**A-share earnings season analysis.** Earnings calendar, consensus surprise, earnings-mine detection (goodwill/receivables/cash flow), post-earnings review.
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- Tools: `fin_stock` (fundamental/\*)
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- Triggers: earnings reports, financial disclosure schedule, earnings mines
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### fin-a-dividend-king
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**A-share dividend strategy.** Continuous dividend history, yield screening, payout safety, dividend trap detection, tax-aware income planning (holding period tax rules).
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- Tools: `fin_stock` (fundamental/dividends, fundamental/ratios)
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- Triggers: high-dividend A-shares, income investing, dividend tax rules
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### fin-a-concept-cycle
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**Concept/theme hype cycle analysis.** Lifecycle stage detection (launch/ferment/climax/decay), leader identification, limit-up stats, decay warning.
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- Tools: `fin_index` (thematic/ths\_\*), `fin_market` (market/limit_list)
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- Triggers: concept still tradeable, hot sector stage, theme rally duration
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### fin-a-convertible-arb
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**A-share convertible bond strategy.** Double-low screening, forced-redemption timing, conversion-price reset (xia xiu) analysis, YTM debt-floor valuation, credit risk assessment. T+0 trading, A-share unique asset class.
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- Tools: `fin_derivatives` (convertible/\*), `fin_stock`, `fin_ta`
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- Triggers: convertible bonds (codes 11xxxx.SH/12xxxx.SZ), double-low strategy, forced redemption
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### fin-a-ipo-new
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**A-share IPO subscription guide.** New share calendar, quality assessment, break-even risk warning, quota calculator, post-listing tracking. Covers differences across main board / ChiNext / STAR / BSE.
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- Tools: `fin_market` (discovery/new_share), `fin_stock` (profile), `fin_index`
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- Triggers: IPO subscription, new share calendar, quota eligibility, break-even risk
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### fin-a-quant-board
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**Limit-up board quantitative analysis + theme tracking.** Board ladder (consecutive limit-up tiers), theme main-line detection, sentiment cycle positioning (ice/repair/ferment/climax/diverge/decay), leader progression forecast, dragon-tiger institutional analysis, sector rotation rhythm.
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- Tools: `fin_market` (market/limit*list, market/top_list, market/top_inst), `fin_index` (thematic/ths*\*)
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- Triggers: limit-up counts, consecutive boards, sentiment cycle, theme main lines, leader stocks
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---
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## Hong Kong (5)
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### fin-hk-stock
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**Individual HK stock analysis.** IFRS financials, AH premium arbitrage calculation, southbound capital tracking, liquidity trap detection, dividend tax tiers (H-share 20% / red-chip 10%), HKD peg rate transmission via HIBOR.
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- Tools: `fin_stock`, `fin_market`, `fin_macro`
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- Triggers: HK codes (00700.HK/09988.HK), AH premium, southbound flow
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### fin-hk-hsi-pulse
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**HSI valuation pulse.** PE/PB percentile, equity risk premium (ERP = 1/PE - HIBOR), historical bottom analogy, regime overlay.
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- Tools: `fin_index`, `fin_macro` (HIBOR)
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- Triggers: HSI valuation, Hang Seng PE percentile, bottom-fishing HK
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### fin-hk-dividend-harvest
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**HK dividend strategy.** Tax-adjusted yield, dividend safety score, liquidity filter, yield trap detection. Covers 3-tier tax structure.
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- Tools: `fin_stock` (fundamental/dividends, fundamental/ratios)
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- Triggers: HK high-yield stocks, dividend income, after-tax yield comparison
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### fin-hk-southbound-alpha
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**Southbound capital alpha.** Daily/monthly net buy trends, accumulation signals (5-day streak, single-day spike), sector attribution, contrarian bottom-fishing indicator.
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- Tools: `fin_market` (flow/ggt_daily, flow/ggt_monthly)
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- Triggers: southbound flow trends, mainland money into HK, Stock Connect net buy
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### fin-hk-china-internet
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**China Internet sector basket.** 5-stock dashboard (Tencent/Alibaba/Meituan/JD/Bilibili), valuation band percentiles, fundamental scorecard, relative strength, regime overlay.
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- Tools: `fin_stock`, `fin_index`
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- Triggers: China tech stocks, KWEB, China Internet valuation, Tencent vs Alibaba
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---
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## US Market (5)
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### fin-us-equity
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**Individual US stock analysis.** GAAP financials, earnings beat/miss with revision cycle, options strategy selection (IV/Greeks), Fed rate sensitivity, sector rotation.
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- Tools: `fin_stock`, `fin_derivatives` (options/chains)
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- Triggers: US tickers (AAPL/NVDA/TSLA/MSFT), US earnings, options strategies
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### fin-us-earnings
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**US earnings season analysis.** Earnings calendar, historical beat/miss patterns, pre-earnings IV/straddle pricing, post-earnings price reaction stats.
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- Tools: `fin_stock`, `fin_derivatives`
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- Triggers: earnings dates, beat/miss history, earnings straddle, IV crush
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### fin-us-dividend
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**US dividend strategy.** Aristocrat/Achiever/King classification, payout safety scoring, dividend yield vs Treasury spread, total shareholder yield (dividend + buyback).
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- Tools: `fin_stock` (fundamental/dividends, fundamental/ratios)
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- Triggers: dividend stocks, passive income, payout safety, ex-dividend dates
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### fin-us-etf
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**US ETF analysis.** SPY/QQQ/VOO/VTI/SCHD comparison, expense ratio + AUM + tracking error framework, core-satellite portfolio construction, sector ETF rotation, DCA simulation.
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- Tools: `fin_index`, `fin_stock`
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- Triggers: US ETF selection, passive investing, ETF comparison, sector ETFs
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### fin-us-sector-rotation
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**US sector rotation.** GICS 11-sector ETF scoreboard (XLK/XLF/XLE...), economic cycle positioning, sector vs SPY relative strength, valuation by sector.
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- Tools: `fin_index`, `fin_stock`, `fin_macro`
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- Triggers: sector rotation, which industry to buy, economic cycle stage
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---
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## Crypto (6)
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### fin-crypto
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**General crypto analysis.** CEX market data (ticker/orderbook/funding rate), DeFi protocols (TVL/fees/yields/stablecoins via DefiLlama), market metrics (CoinGecko). 21 DataHub endpoints.
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- Tools: `fin_crypto`
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- Triggers: crypto prices, DeFi protocols, funding rates, stablecoin flows, token valuation
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### fin-crypto-funding-arb
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**Funding rate arbitrage.** Perpetual funding rates, delta-neutral yield, cross-exchange rate spread, annualized return calculator.
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- Tools: `fin_crypto` (market/funding_rate, market/ticker)
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- Triggers: funding rate, delta-neutral strategy, basis trading, perpetual vs spot arb
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### fin-crypto-defi-yield
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**DeFi yield analysis.** Yield farming opportunities, protocol safety scoring, TVL trend verification, risk-adjusted return comparison across chains.
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- Tools: `fin_crypto` (defi/\*)
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- Triggers: DeFi yields, staking APY, lending rates, protocol safety
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### fin-crypto-btc-cycle
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**BTC halving cycle analysis.** Cycle positioning (days since halving), four-phase detection (accumulation/markup/euphoria/decline), multi-signal validation.
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- Tools: `fin_crypto`, `fin_data_ohlcv`, `fin_data_regime`
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- Triggers: BTC cycle position, halving impact, bull/bear phase
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### fin-crypto-stablecoin-flow
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**Stablecoin capital flow analysis.** USDT/USDC/DAI market cap trends, 4-week rolling inflow as leading indicator, chain distribution, stablecoin-to-total-market ratio.
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- Tools: `fin_crypto` (defi/stablecoins, market/tickers)
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- Triggers: stablecoin supply, capital inflow/outflow, OTC demand
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### fin-crypto-altseason
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**Altseason timing.** BTC dominance trend, Altseason Index (Top 50 vs BTC), ETH/BTC ratio, category rotation radar, capital rotation ladder.
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- Tools: `fin_crypto` (market/ticker, market/tickers)
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- Triggers: altseason, BTC dominance, ETH/BTC ratio, altcoin rotation
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---
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## Cross-Market (7)
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### fin-macro
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**Macroeconomic analysis.** China GDP/CPI/PPI/PMI/M2/social financing, interest rates (Shibor/LPR/Libor/Hibor), CN/US treasury yields, FX rates, economic calendar.
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- Tools: `fin_macro`
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- Triggers: economic indicators, monetary policy, rate differentials, yield curve
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### fin-derivatives
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**Derivatives analysis.** Futures (daily/holdings/settlement/curve), options (basic/daily/chains with Greeks), convertible bonds. 12 DataHub endpoints.
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- Tools: `fin_derivatives`
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- Triggers: futures prices, term structure, options strategies, Greeks
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### fin-etf-fund
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**ETF and fund analysis.** NAV, holdings, manager track record, fees, index tracking, adjusted NAV.
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- Tools: `fin_index`, `fin_stock`
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- Triggers: ETF selection, fund comparison, portfolio construction
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240
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### fin-factor-screen
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**Multi-factor stock screening.** Value (PE/PB/dividend), quality (ROE/ROIC/OCF), growth (revenue/earnings), momentum (price/RSI/SMA), capital flow factors.
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+
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- Tools: `fin_stock`, `fin_index`, `fin_ta`
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- Triggers: screen stocks by criteria, factor portfolios, stock ranking
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247
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### fin-cross-asset
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**Cross-asset correlation and allocation.** Stock-bond-FX-commodity linkage, Merrill Clock positioning, risk parity signals.
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- Tools: `fin_macro`, `fin_index`, `fin_market`, `fin_derivatives`
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- Triggers: asset allocation, cross-market correlation, stock-bond relationship
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254
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+
### fin-risk-monitor
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255
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**Risk monitoring dashboard.** Market regime detection, rate risk (Shibor/treasury spread), leverage risk (margin), foreign capital flows, macro warning signals.
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257
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+
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258
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- Tools: `fin_data_regime`, `fin_macro`, `fin_market`, `fin_index`
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259
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- Triggers: market risk assessment, stress signals, hedging recommendations
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260
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261
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+
### fin-data-query
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262
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+
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+
**Generic DataHub query fallback.** Access any of 168+ financial data endpoints by path. OHLCV candle data with caching, market regime detection, supported markets listing.
|
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264
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+
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265
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+
- Tools: `fin_data_ohlcv`, `fin_data_regime`, `fin_query`
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266
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+
- Triggers: uncommon endpoints, raw data access, edge-case queries
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267
|
+
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268
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+
---
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+
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## Routing Architecture
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+
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+
```
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+
User Query
|
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+
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v
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276
|
+
LLM reads skill descriptions (name + "Use when" + "NOT for")
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+
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278
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+
v
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279
|
+
Selects best-match skill.md
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280
|
+
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281
|
+
v
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|
282
|
+
Follows Analysis Patterns (step-by-step with tool calls)
|
|
283
|
+
|
|
|
284
|
+
v
|
|
285
|
+
Applies Response Guidelines (format, disclaimers, data sources)
|
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286
|
+
```
|
|
287
|
+
|
|
288
|
+
**Design Principles:**
|
|
289
|
+
|
|
290
|
+
1. **Decision Map** — Each skill has numbered analysis steps with conditional branches
|
|
291
|
+
2. **Precise Routing** — `When to Use` + `When NOT to Use` prevent misrouting
|
|
292
|
+
3. **Financial Intelligence** — Domain-specific knowledge embedded (tax rules, trading rules, risk models)
|
|
293
|
+
4. **Guide LLM Behavior** — Analysis patterns with warning/insight annotations guide reasoning
|
|
294
|
+
5. **Data Transparency** — Data Notes section documents latency, update frequency, and limitations
|
|
@@ -0,0 +1,200 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: fin-a-concept-cycle
|
|
3
|
+
description: "A-share concept/theme hype cycle analysis — lifecycle stage detection (launch/ferment/climax/decay), leader identification, limit-up statistics, decay warning. Use when: user asks if a concept/theme is still tradeable, what stage a hot sector is in, which concepts are trending, or how long a theme rally lasts. NOT for: individual stock deep analysis (use fin-a-share), policy-to-sector mapping (use fin-a-policy-alpha), market-wide sentiment/limit-up board (use fin-a-quant-board), factor screening (use fin-factor-screen)."
|
|
4
|
+
metadata:
|
|
5
|
+
{
|
|
6
|
+
"openclaw":
|
|
7
|
+
{ "emoji": "\ud83c\udf00", "requires": { "extensions": ["findoo-datahub-plugin"] } },
|
|
8
|
+
}
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
# A-Share Concept Hype Cycle
|
|
12
|
+
|
|
13
|
+
Use **fin_index** (thematic endpoints) and **fin_market** to quantify concept/theme speculation lifecycle in A-shares. Core insight: concept hype follows a predictable 4-stage lifecycle (launch -> ferment -> climax -> decay), and each stage has measurable signals.
|
|
14
|
+
|
|
15
|
+
## When to Use
|
|
16
|
+
|
|
17
|
+
- "AI概念还能追吗" / "is the AI concept still tradeable"
|
|
18
|
+
- "机器人板块到什么阶段了" / "what stage is the robotics sector in"
|
|
19
|
+
- "概念股炒作周期怎么看" / "how to read concept hype cycles"
|
|
20
|
+
- "现在什么概念最热" / "which concepts are hottest right now"
|
|
21
|
+
- "这个题材还能持续多久" / "how long will this theme last"
|
|
22
|
+
- "龙头是哪只" / "which stock is the leader"
|
|
23
|
+
- "板块要退潮了吗" / "is the sector about to fade"
|
|
24
|
+
|
|
25
|
+
## When NOT to Use
|
|
26
|
+
|
|
27
|
+
- 个股基本面/筹码/技术面分析 -> use `/fin-a-share`
|
|
28
|
+
- 政策出台到板块映射 -> use `/fin-a-policy-alpha`
|
|
29
|
+
- 涨停板/情绪周期/赚钱效应 -> use `/fin-a-quant-board`
|
|
30
|
+
- 北向资金方向 -> use `/fin-a-northbound-decoder`
|
|
31
|
+
- 量化多因子选股 -> use `/fin-factor-screen`
|
|
32
|
+
- 市场整体雷达/复盘 -> use `/fin-a-share-radar`
|
|
33
|
+
- 高股息/红利策略 -> use `/fin-a-dividend-king`
|
|
34
|
+
- 宏观经济数据 -> use `/fin-macro`
|
|
35
|
+
|
|
36
|
+
## Tools & Parameters
|
|
37
|
+
|
|
38
|
+
### fin_index -- Concept/Theme Data
|
|
39
|
+
|
|
40
|
+
| Parameter | Type | Required | Format | Default | Example |
|
|
41
|
+
| ---------- | ------ | -------- | -------------------- | ------- | ------------------ |
|
|
42
|
+
| symbol | string | Depends | THS code `XXXXXX.TI` | -- | 885760.TI |
|
|
43
|
+
| endpoint | string | Yes | see table below | -- | thematic/ths_index |
|
|
44
|
+
| start_date | string | No | YYYY-MM-DD | -- | 2026-02-01 |
|
|
45
|
+
| end_date | string | No | YYYY-MM-DD | -- | 2026-03-07 |
|
|
46
|
+
| limit | number | No | 1-5000 | 200 | 30 |
|
|
47
|
+
|
|
48
|
+
#### Endpoints
|
|
49
|
+
|
|
50
|
+
| endpoint | Description | Example |
|
|
51
|
+
| --------------------- | -------------------------- | ------------------------------------------------------------------------ |
|
|
52
|
+
| `thematic/ths_index` | All THS concept indices | `fin_index(endpoint="thematic/ths_index")` |
|
|
53
|
+
| `thematic/ths_daily` | Concept daily OHLCV | `fin_index(symbol="885760.TI", endpoint="thematic/ths_daily", limit=20)` |
|
|
54
|
+
| `thematic/ths_member` | Concept constituent stocks | `fin_index(symbol="885760.TI", endpoint="thematic/ths_member")` |
|
|
55
|
+
|
|
56
|
+
### fin_market -- Limit-Up & Institutional Flow
|
|
57
|
+
|
|
58
|
+
| Parameter | Type | Required | Format | Default | Example |
|
|
59
|
+
| ---------- | ------ | -------- | ---------- | ------- | ----------------- |
|
|
60
|
+
| endpoint | string | Yes | see table | -- | market/limit_list |
|
|
61
|
+
| trade_date | string | Depends | YYYY-MM-DD | -- | 2026-03-07 |
|
|
62
|
+
| date | string | Depends | YYYY-MM-DD | -- | 2026-03-07 |
|
|
63
|
+
|
|
64
|
+
#### Endpoints
|
|
65
|
+
|
|
66
|
+
| endpoint | Description | Example |
|
|
67
|
+
| -------------------- | ------------------- | -------------------------------------------------------------------- |
|
|
68
|
+
| `market/limit_list` | Limit-up/down stats | `fin_market(endpoint="market/limit_list", trade_date="2026-03-07")` |
|
|
69
|
+
| `market/top_list` | Dragon-tiger list | `fin_market(endpoint="market/top_list", date="2026-03-07")` |
|
|
70
|
+
| `market/top_inst` | Institutional seats | `fin_market(endpoint="market/top_inst", date="2026-03-07")` |
|
|
71
|
+
| `moneyflow/industry` | Sector capital flow | `fin_market(endpoint="moneyflow/industry", trade_date="2026-03-07")` |
|
|
72
|
+
|
|
73
|
+
### fin_stock -- Individual Stock Validation
|
|
74
|
+
|
|
75
|
+
| Parameter | Type | Required | Format | Default | Example |
|
|
76
|
+
| --------- | ------ | -------- | -------------- | ------- | ---------------- |
|
|
77
|
+
| symbol | string | Yes | `{code}.SH/SZ` | -- | 300024.SZ |
|
|
78
|
+
| endpoint | string | Yes | see table | -- | price/historical |
|
|
79
|
+
| limit | number | No | 1-5000 | 200 | 20 |
|
|
80
|
+
|
|
81
|
+
#### Endpoints
|
|
82
|
+
|
|
83
|
+
| endpoint | Description | Example |
|
|
84
|
+
| ------------------ | ----------------- | ---------------------------------------------------------------------- |
|
|
85
|
+
| `price/historical` | Stock daily OHLCV | `fin_stock(symbol="300024.SZ", endpoint="price/historical", limit=20)` |
|
|
86
|
+
|
|
87
|
+
## Concept Lifecycle Model
|
|
88
|
+
|
|
89
|
+
```
|
|
90
|
+
Stage 1: LAUNCH (Day 1-2)
|
|
91
|
+
Catalyst: news/policy/event triggers initial interest
|
|
92
|
+
Signals: 1-3 stocks limit-up, concept index +1-3%, low volume
|
|
93
|
+
Leader: first stock to hit limit-up = proto-leader
|
|
94
|
+
Action: early entry opportunity, small position
|
|
95
|
+
|
|
96
|
+
Stage 2: FERMENT (Day 3-5)
|
|
97
|
+
Signals: 5-15 stocks limit-up, concept index +3-8% cumulative,
|
|
98
|
+
volume 2-3x normal, dragon-tiger shows institutional buying
|
|
99
|
+
Leader: 2-4 consecutive limit-ups, highest recognition
|
|
100
|
+
Action: follow the leader, add on confirmation
|
|
101
|
+
|
|
102
|
+
Stage 3: CLIMAX (Day 6-8)
|
|
103
|
+
Signals: 15+ stocks limit-up, concept index acceleration slows,
|
|
104
|
+
turnover rate peaks (>8%), laggards start catching up
|
|
105
|
+
Leader: may show first "open limit-up" (封板后打开)
|
|
106
|
+
Action: DANGER ZONE -- do not chase, take partial profit
|
|
107
|
+
|
|
108
|
+
Stage 4: DECAY (Day 9+)
|
|
109
|
+
Signals: leader breaks consecutive limit-ups,
|
|
110
|
+
concept index falls while laggards still rise (divergence),
|
|
111
|
+
"大面" appears (limit-up to limit-down same day),
|
|
112
|
+
turnover drops sharply
|
|
113
|
+
Leader: drops while 2nd/3rd tier stocks have final spike
|
|
114
|
+
Action: EXIT -- concept is exhausted
|
|
115
|
+
```
|
|
116
|
+
|
|
117
|
+
## Concept Cycle Analysis Pattern
|
|
118
|
+
|
|
119
|
+
1. **Identify the Concept** `fin_index(thematic/ths_index)` -- Find the THS concept code
|
|
120
|
+
- Search concept list by keyword (e.g., "机器人", "AI", "新能源")
|
|
121
|
+
- Note the concept code (e.g., 885760.TI) for subsequent queries
|
|
122
|
+
- If user mentions a stock, use `fin_index(thematic/ths_member)` to find which concepts it belongs to
|
|
123
|
+
|
|
124
|
+
2. **Assess Current Stage** `fin_index(thematic/ths_daily, symbol=concept_code, limit=20)` -- Lifecycle positioning
|
|
125
|
+
- Calculate: cumulative gain from trough, daily gain slope, volume trend
|
|
126
|
+
- Day count: identify start date (first day of consecutive gains after flat period)
|
|
127
|
+
- Turnover rate trend: rising = still in play; peaking = climax; falling = decay
|
|
128
|
+
- Compare against lifecycle model above to determine current stage
|
|
129
|
+
|
|
130
|
+
3. **Limit-Up Validation** `fin_market(market/limit_list, trade_date=recent_dates)` -- Breadth and momentum
|
|
131
|
+
- Count limit-up stocks related to this concept across last 3-5 days
|
|
132
|
+
- Trend: expanding (ferment) vs stable (climax) vs contracting (decay)
|
|
133
|
+
- Consecutive limit-up distribution: how many are 2-board, 3-board, etc.
|
|
134
|
+
- "Big face" count (涨停后炸板 or 天地板): >2 per day = decay signal
|
|
135
|
+
|
|
136
|
+
4. **Leader Identification** `fin_index(thematic/ths_member)` + `fin_stock(price/historical)` -- Who leads
|
|
137
|
+
- Get concept constituent stocks
|
|
138
|
+
- Filter: first to limit-up + most consecutive limit-ups + highest total gain
|
|
139
|
+
- Leader traits: earliest start + highest board count + strongest recognition + volume holds
|
|
140
|
+
- If leader breaks board (断板): concept likely entering climax/decay transition
|
|
141
|
+
|
|
142
|
+
5. **Capital Flow Cross-Check** `fin_market(moneyflow/industry)` + `fin_market(market/top_list)` -- Smart money direction
|
|
143
|
+
- Sector capital flow: net inflow = concept has real money backing; net outflow = fading
|
|
144
|
+
- Dragon-tiger list: institutional seats buying = institutional participation (longer cycle)
|
|
145
|
+
- Dragon-tiger list: only retail/游资 seats = pure speculation (shorter cycle, faster decay)
|
|
146
|
+
- Northbound flow into concept stocks (optional): `fin_market(flow/hsgt_top10)` -- foreign participation extends cycle
|
|
147
|
+
|
|
148
|
+
6. **Decay Warning Synthesis** -- Combine all signals
|
|
149
|
+
- Leader breaks consecutive boards + concept index gain narrows + limit-up count drops 50% = DECAY CONFIRMED
|
|
150
|
+
- Laggards rising while leaders falling = final divergence phase (exit immediately)
|
|
151
|
+
- Turnover rate > 15% on concept index = exhaustion imminent
|
|
152
|
+
- All sector fund flow turns negative for 2+ consecutive days = funds exiting
|
|
153
|
+
|
|
154
|
+
## Historical Concept Duration Reference
|
|
155
|
+
|
|
156
|
+
| Concept Type | Typical Duration | Leader Gain | Example |
|
|
157
|
+
| ----------------- | ---------------- | ----------- | --------------------------- |
|
|
158
|
+
| Policy-driven | 8-15 days | 50-100% | New energy 2021, Chips 2023 |
|
|
159
|
+
| Event-driven | 3-7 days | 30-60% | ChatGPT Feb 2023 |
|
|
160
|
+
| Earnings surprise | 5-10 days | 20-40% | Sector-wide beat |
|
|
161
|
+
| Pure speculation | 2-5 days | 20-50% | Meme-style themes |
|
|
162
|
+
| Tech revolution | 15-30 days | 80-200% | AI/Robotics 2024-2025 |
|
|
163
|
+
|
|
164
|
+
Duration affected by: policy reinforcement (extends), market regime (bull extends, bear shortens), institutional participation (extends), pure retail (shortens).
|
|
165
|
+
|
|
166
|
+
## Data Notes
|
|
167
|
+
|
|
168
|
+
- **THS concept index**: Tonghuashun (iFinD) concept indices, updated EOD ~18:00 CST
|
|
169
|
+
- **Concept list**: `ths_index` returns all THS concepts (400+), filter by keyword
|
|
170
|
+
- **Limit-up data**: `limit_list` available T+1 after close
|
|
171
|
+
- **Dragon-tiger list**: only on days with unusual moves (not every day for every stock)
|
|
172
|
+
- **Day count**: manual calculation from concept daily data; no explicit "hype start date" field
|
|
173
|
+
- **Turnover rate**: available in `ths_daily` data for concept index level
|
|
174
|
+
|
|
175
|
+
## Response Guidelines
|
|
176
|
+
|
|
177
|
+
### Number Format
|
|
178
|
+
|
|
179
|
+
- Concept index gain: +12.5% (cumulative), +3.2% (daily)
|
|
180
|
+
- Limit-up count: 15 stocks (integer)
|
|
181
|
+
- Consecutive boards: 5-board (integer + "board/连板")
|
|
182
|
+
- Turnover rate: 8.3% (1 decimal)
|
|
183
|
+
- Day count: Day 5 of cycle (integer)
|
|
184
|
+
- Capital flow: net inflow 8.2 yi RMB
|
|
185
|
+
|
|
186
|
+
### Must Include
|
|
187
|
+
|
|
188
|
+
- Current lifecycle stage (Launch/Ferment/Climax/Decay) with day count
|
|
189
|
+
- Leader stock name + board count + today's status
|
|
190
|
+
- Limit-up count trend (last 3 days minimum)
|
|
191
|
+
- At least one decay warning signal assessment
|
|
192
|
+
- Historical duration reference for similar concept type
|
|
193
|
+
- Clear action recommendation (enter/hold/exit/avoid)
|
|
194
|
+
|
|
195
|
+
### Display Format
|
|
196
|
+
|
|
197
|
+
- Single concept analysis: stage diagram + leader + signals + recommendation
|
|
198
|
+
- Hot concept ranking: table (columns: concept / 5-day gain / stage / leader / limit-up count / recommendation)
|
|
199
|
+
- Always show the 4-stage lifecycle with current position marked
|
|
200
|
+
- Use directional language: "momentum building" / "peak approaching" / "fading fast"
|