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Found 9 Skills
Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months. Use when the user asks about sector rotation, macro-driven sector allocation, business cycle investing, which sectors to overweight or underweight, interest rate impact on sectors, inflation plays, or macro investment strategy.
Sector-rotation snapshot across A-share, HK, and US markets — point-in-time multi-factor scoring of momentum, capital flow, and valuation to rank sectors by current cycle strength. For ongoing 6–12 month cycle positioning and allocation recommendations use longbridge-sector-monitor. Triggers: "行业轮动", "板块轮动", "行业动量排名", "强势板块", "弱势板块", "行业资金流", "板块涨幅榜", "行業輪動", "板塊輪動", "行業動量排名", "強勢板塊", "弱勢板塊", "行業資金流", "板塊漲幅榜", "sector rotation", "sector momentum ranking", "leading sector", "lagging sector", "sector capital flow", "sector strength ranking".
Sector rotation continuous monitoring via Longbridge — 6–12 month trend tracking across economic cycles (recovery / overheating / stagflation / recession), identifies leading sectors per cycle phase (recovery→consumer discretionary/financials, overheating→energy/materials, stagflation→healthcare/staples, recession→utilities/bonds), and outputs sector allocation recommendations. Differs from longbridge-sector-rotation which gives a point-in-time snapshot. Triggers: "行业监控", "板块监控", "行业跟踪", "经济周期", "顺周期", "逆周期", "行业配置", "周期行业", "防御行业", "行业仓位", "行業監控", "板塊監控", "行業追蹤", "經濟週期", "順週期", "逆週期", "行業配置", "週期行業", "防禦行業", "sector monitor", "sector tracking", "economic cycle", "defensive sector", "cyclical sector", "sector allocation", "late cycle", "early cycle", "sector positioning".
Market intelligence: strategy screener, popularity rankings, top movers with news correlation, quote anomalies, index/ETF constituent stocks, morning briefings, catalyst monitoring for watchlist, event-driven strategies, ETF fund flows, sector rotation, market microstructure, supply chain analysis, industry overviews, and ARK-style disruptive innovation analysis. Triggers: "筛选", "策略筛选", "排行", "热度", "异动", "成分股", "晨报", "早报", "催化剂", "事件驱动", "ETF资金流", "板块轮动", "产业链", "行业概览", "颠覆式创新", "ARK", "篩選", "排行", "異動", "成分股", "晨報", "ETF資金流", "板塊輪動", "產業鏈", "screener", "rank", "anomaly", "constituent", "morning brief", "catalyst", "event strategy", "ETF flow", "ETF资金流", "ETF申赎", "ETF資金流", "etf flow", "资金申赎", "etf 资金", "sector rotation", "supply chain", "ARK", "disruptive innovation", "板块筛选", "行业筛选", "板塊篩選", "強勢板塊", "弱勢板塊", "top sectors", "催化劑", "事件驅動", "行業概覽", "顛覆式創新", "策略篩選", "熱度"
This skill should be used when analyzing sector rotation patterns and market cycle positioning. It fetches sector uptrend data from CSV (no API key required) and optionally accepts chart images for supplementary analysis. Use this skill when the user requests sector rotation analysis, cyclical vs defensive assessment, overbought/oversold identification, or market cycle phase estimation. All analysis and output are conducted in English.
Detect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.
US ETF capital-flow analysis via Longbridge Securities — tracks institutional money migration via ETF creation/redemption changes, sector breadth signals, and thematic momentum. Analyses major SPDR sector ETFs (XLK / XLF / XLE / XLV etc.) for net inflow / outflow to gauge industry rotation and risk-appetite shifts. Triggers: "ETF资金流", "ETF流向", "美国ETF", "板块ETF", "XLK", "XLF", "XLE", "机构资金迁移", "行业轮动信号", "ETF資金流", "ETF流向", "美國ETF", "板塊ETF", "機構資金遷移", "ETF flow", "US ETF flow", "sector ETF", "SPDR", "institutional flow", "sector rotation signal", "ETF inflow outflow", "fund flow".
Identify sector rotation, capital switching and style migration directions, help judge the current market main line, compensatory growth directions and rotation sustainability. Suitable for market style observation, sector comparison, post-market review and next-stage main line judgment.
HK Stock Market Overview Analyzer. Provides comprehensive analysis of the overall performance of the HK stock market, major indices, sector rotation, market sentiment, etc. Used to quickly understand the overall status and trends of the HK stock market.