sector-rotation

v1.0.0

行业板块轮动策略 — 基于宏观经济周期、行业景气度、资金流向判断板块轮动节奏。当用户说「板块轮动」「行业轮动」「主线切换」「资金切换」「顺周期」「逆周期」时激活。

⭐ 0· 138·1 current·1 all-time

by@danpian1

OpenClaw Prompt Flow

Install with OpenClaw

Best for remote or guided setup. Copy the exact prompt, then paste it into OpenClaw for danpian1/sector-rotation.

Previewing Install & Setup.

Prompt PreviewInstall & Setup

Install the skill "sector-rotation" (danpian1/sector-rotation) from ClawHub.
Skill page: https://clawhub.ai/danpian1/sector-rotation
Keep the work scoped to this skill only.
After install, inspect the skill metadata and help me finish setup.
Use only the metadata you can verify from ClawHub; do not invent missing requirements.
Ask before making any broader environment changes.

Command Line

CLI Commands

Use the direct CLI path if you want to install manually and keep every step visible.

OpenClaw CLI

Bare skill slug

openclaw skills install sector-rotation

ClawHub CLI

Package manager switcher

npx clawhub@latest install sector-rotation

Security Scan

VirusTotal

Benign

View report →

OpenClaw

Benign

high confidence

✓

Purpose & Capability

Name and description match the content: the files contain sector-rotation theory, signal rules, and timing guidelines. There are no unrelated environment variables, binaries, or external services requested.

✓

Instruction Scope

SKILL.md contains static strategy guidance and short actionable rules (e.g., multi-day ranking, fund inflow, number of limit-up stocks). It does not instruct the agent to read system files, access environment variables, or post data to external endpoints.

✓

Install Mechanism

No install spec or code files are present (instruction-only). Nothing will be downloaded or written to disk by the skill itself.

✓

Credentials

The skill declares no required environment variables, credentials, or config paths; nothing requested appears disproportionate to a trading-strategy reference.

✓

Persistence & Privilege

always is false and the skill does not request persistent system privileges or modify other skills. It is user-invocable and can be called by the agent when relevant, which is expected for skills.

Assessment

This skill is an instruction-only reference for sector-rotation trading and is internally coherent. It does not request credentials or install code, so the immediate technical risk is low. However: (1) trading guidance is not financial advice—verify signals and backtest before acting; (2) if you connect this agent to broker APIs or give it the ability to execute orders, review those connectors carefully (this skill itself doesn't request credentials but an agent with trading integrations could act on its recommendations); (3) if you expect real-time market data, ensure the data sources and API keys used by the agent are trusted. If you want higher assurance, ask the publisher for provenance (who authored it) and for any backtest/results supporting the rules.

Like a lobster shell, security has layers — review code before you run it.

latestvk97e6da0s89dcvgv59q7pp29r98514cy

138downloads

0stars

1versions

Updated 1w ago

v1.0.0

MIT-0

行业板块轮动体系

核心逻辑：不同经济周期下，不同行业表现差异巨大，顺应轮动规律可以大幅跑赢大盘。

美林时钟四大周期

周期	特征	最佳资产	代表行业
复苏期	GDP↑通胀↓	股票>债券>现金	科技/消费/医药
过热期	GDP↑通胀↑	商品>股票>债券	有色/煤炭/钢铁
滞胀期	GDP↓通胀↑	现金>商品>债券	能源/医药/农业
衰退期	GDP↓通胀↓	债券>现金>股票	金融/基建/消费

A股常用板块分类

周期类（顺周期）

大金融：银行/券商/保险/地产
强周期：煤炭/钢铁/有色/化工/建材

防御类（弱周期）

消费：食品饮料/白酒/家电
医药：创新药/医疗器械/中药

成长类（独立周期）

科技：AI/半导体/消费电子/通信
新能源：光伏/锂电/风电/储能
军工：航空航天/舰船/军工电子

政策驱动类

题材：商业航天/AI应用/低空经济/固态电池

资金轮动规律

经济预期改善 → 券商→周期股→消费→科技
经济预期恶化 → 科技→消费→医药→黄金
政策催化 → 题材股爆发（短线）
美股映射 → 科技股跟涨/跟跌

板块择时信号

涨幅排名：连续3天出现在前10 → 主线确立
资金净流入：板块指数资金连续净流入
板块内部涨停数量：≥5只 → 板块效应强
龙头股先行：板块中军先启动

操作节奏

确认主线：板块连续强势+资金确认
分歧回调：板块内部分化，龙头独立
高位退潮：龙头滞涨，跟风股补跌
下一主线切换：资金撤出后流向新板块

参考

详见 references/sector-cycle.md

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