News Sentiment Analysis

区分"真利好"和"假利好"，避免追高被套。用于A股消息面分析。

Security Scan

This is an instruction-only skill that provides heuristics for judging A‑share news; it requests no credentials, has no install steps, and its requirements match its description.

Purpose & Capability

The name/description and the SKILL.md all describe the same task (classifying news as 'real' vs 'fake' positive signals for A‑shares). There are no unrelated env vars, binaries, or install actions requested.

Instruction Scope

The SKILL.md contains high‑level heuristics (e.g., check subsidy size relative to profit, review sector capital flows) but does not specify data sources or commands. It does not instruct reading local files, env vars, or sending data to external endpoints, but because it implies checking market/flow data an agent would need to fetch that data from somewhere—those data-source choices are not specified.

Install Mechanism

No install spec and no code files are present (instruction-only). Nothing will be written to disk or executed during install.

Credentials

The skill declares no required environment variables, credentials, or config paths; requested access is minimal and proportional to the stated purpose.

Persistence & Privilege

always is false and the skill does not request persistent or elevated platform privileges. It does not modify other skills or system configs.

Assessment

This skill is an offline, prose guide (no code) describing how to judge A‑share news and appears internally consistent. Before using it: (1) remember it’s a heuristic, not financial advice—test it on known examples; (2) decide and control where your agent will fetch market/flow data (trusted APIs only), since the SKILL.md doesn’t specify sources; (3) monitor any autonomous runs if the agent is allowed to act on its own, and do not provide private credentials (none are required by this skill). If a future version adds installs, env vars, or remote endpoints, re‑review for coherence and safety.

消息面分级解读 Skill

核心能力

区分"真利好"和"假利好"，避免追高被套。

利好分级规则

一级利好（可重仓追涨）

• 国家级政策落地（如降息、行业扶持）
• 龙头股直接受益
• 操作建议：可重仓追涨

二级利好（轻仓参与）

• 行业事件（如产业链涨价、技术突破）
• 板块联动性强
• 操作建议：轻仓参与

无效利好（观望为主）

• 公司常规公告（如股东增持、战略合作）
• 无资金承接
• 操作建议：观望为主

实战规则

补贴类利好判断

看到"某公司获政府补贴"公告时：

1. 判断补贴金额占净利润的比例
2. 比例 < 5% 为无效利好
3. 再看板块资金流向

追高避坑

• 利好发布后已涨停2次以上，谨慎追
• 利好发布但无资金承接，及时止盈

触发场景

• "这个利好是真的吗"
• "能追吗"
• "这个公告是利好还是利空"