abundance_every_year_market_notes

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

年年有鱼市场评论撰写

Nian Nian You Yu Market Comment Writing

任务目标

Task Objectives

本 Skill 用于：基于真实A股市场行情数据，撰写"年年有鱼"品牌风格的市场评论文章
能力包含：大盘行情分析、板块表现解读、资金流向追踪、技术面和基本面分析
触发条件：用户要求撰写市场评论、分析市场行情、解读当日盘面

This Skill is used to: Write market comment articles in the "Nian Nian You Yu" brand style based on real A-share market data
Capabilities include: Market trend analysis, sector performance interpretation, capital flow tracking, technical and fundamental analysis
Trigger conditions: User requests to write market comments, analyze market trends, or interpret the intraday market

前置准备

Preparations

依赖说明：scripts 脚本所需的依赖包及版本
```
akshare>=1.18.0
pandas>=1.3.0
requests>=2.22.0
```

Dependency Description: Dependencies and versions required for scripts
```
akshare>=1.18.0
pandas>=1.3.0
requests>=2.22.0
```

操作步骤

Operation Steps

标准流程

Standard Workflow

市场环境分析（重要！新增） ⭐
- 调用
```
scripts/analyze_market_context.py
```
  分析当前时点的特殊因素
- 核心目的：识别节假日、特殊时期、重要时间窗口对市场的影响
- 分析维度：
  - 节假日效应：春节、国庆、五一等重大节假日前后
  - 时期效应：月末/季末/年末结算压力
  - 特殊窗口：两会期间、财报季、FOMC会议周等
- 输出内容：
  - 特殊时期标识（如"春节前最后一个交易日"）
  - 市场情绪因素（如"节前避险情绪"）
  - 分析建议（如"关注节前资金兑现需求"）
- 重要：此步骤的输出必须在后续评论撰写中充分体现
- 详细说明见 references/市场环境分析指南.md
获取市场数据
- 调用
```
scripts/fetch_market_data.py
```
  获取指定日期的A股市场数据
- 支持默认获取上一个交易日数据
- 数据包括：上证指数、深证成指、创业板指、北向资金、板块数据、涨跌统计等
- 输出格式：JSON 文件
数据分析
- 可选调用
```
scripts/analysis_tool.py
```
  对市场数据进行统计分析
- 分析内容包括：指数涨跌、资金流向、板块表现、市场情绪等
- 为撰写评论提供数据支撑
- 结合步骤1的环境分析：综合判断市场波动的真实原因
撰写市场评论（初稿）
- 第一步：融合市场环境分析 ⭐ （新增）
  - 查看步骤1的环境分析结果
  - 在"事件分析"段落中重点讨论特殊时点因素
  - 示例：
    - 若是节前：说明"节前避险情绪浓厚，投资者倾向于持币过节"
    - 若是月末：说明"月末结算压力，资金面波动"
    - 若是财报季：说明"业绩披露密集，市场关注业绩预期"
- 第二步：严格遵循"年年有鱼"创作风格，参考 references/年年有鱼创作风格.md 中的风格指南
- 必须包含完整的标题格式：
  - 主标题：【年年有鱼·盘前展望】{核心观点标题}（盘前文章）
  - 主标题：【年年有鱼·市场评论】{核心观点标题}（收评文章）
  - 副标题：——本栏目为"于晴于理"观点早评/收评
- 采用固定6段式结构：市场概述→事件分析→外围影响→技术分析→资金流向→操作建议
- 数据使用要求（核心原则）：
  - 必须基于获取到的准确数据撰写：仅使用前序步骤获取到的有效数据
  - 空数据处理：对于缺失数据（None、null）、0数据（明显异常的0值），在撰写评论时避免涉及该部分内容
  - 北向资金数据限制：
    - 脚本使用东方财富API获取北向资金数据
    - 重要限制：该API仅支持获取当日数据，无法查询历史日期的北向资金
    - 对于非当日日期，脚本会返回null、0值或标记为unavailable
    - 处理规则（必须严格遵守）：
      - 若北向资金数据为null、0或标记为unavailable，直接忽略北向资金相关内容
      - 不撰写涉及北向资金的分析，不提及"北向资金"或"北向资金流向"
      - 不可虚构北向资金数据，也不可使用0值进行分析
      - 可用其他资金流向数据（如市场整体资金流向）作为参考，若数据可用
      - 若其他资金流向数据也不可用，可简化资金流向段落或合并到其他段落
  - 必须使用具体数值（精确到小数点后两位）
  - 必须包含数据对比（增减量、占比变化、环比等）
  - 必须标注数据来源（如"根据东方财富数据显示"）
  - 必须包含三大指数：上证指数、深证成指、创业板指
- 必须使用特色比喻："鱼群"（资金流向）、"鲸鱼"（大资金）、"压舱石"（稳健板块）
- 必须使用固定表达："操作思路上"、"签约【年年有'鱼'】股票池解锁更多内容"
- 篇幅要求：整体1000-1200字，每段约150-200字，第2段和第5段可根据内容重要性扩展至250-300字
- 智能体根据市场数据和分析结果，按照风格指南撰写评论内容
- 确保内容专业、客观、符合合规要求和风格规范
文案润色（根据微观风格特征）
- 润色目标：严格按照 references/年年有鱼创作风格_微观特征.md 中的微观风格特征进行润色，确保体现"年年有鱼"真实的跨文本写作风格
- 润色原则（必须严格遵守）：
  - 不改变核心观点：保留初稿的核心观点和判断逻辑，润色仅优化语言表达
  - 不改变段落结构：保留初稿的6段式结构和段落内容框架，仅微调措辞
  - 不改变数据内容：保留初稿的所有数据信息，润色仅优化数据表述方式
  - 仅优化语言表达：将口语化表达改为专业表达，优化句式和节奏，增强专业性
  - 强化微观风格特征：句式、词汇、标志性表达、情感语气、修辞手法、节奏控制
- 润色检查清单（必须逐项检查并修改）：
  
  句式特征检查：
  - 将口语化表达改为专业表达：例如"涨了"→"微涨"，"跌了"→"下跌"，"有动作"→"呈现...动作"
  - 确保使用数据引导式表达：添加"根据东方财富数据显示"
  - 使用条件判断句体现谨慎：例如"若...则..."，"若没有增量资金，指数就很难走出趋势性行情"
  核心词汇检查：
  - 使用专业术语：缩量、震荡、轮动、催化、避险、分化
  - 使用中性谨慎词：大概率、或、建议、规避、预期、倾向于
  - 确保使用特色比喻：鱼群（资金流向）、鲸鱼（大资金）、压舱石（稳健板块）
  - 移除绝对化表达：暴涨、暴跌、肯定、绝对、必然
  标志性表达检查：
  - 确保使用"走势结构上"引入技术分析段
  - 确保使用"操作思路上"引入操作建议段
  - 确保使用"签约【年年有'鱼'】股票池解锁更多内容"作为固定呼号
  - 添加"鱼群方面"作为资金流向段的开头
  情感与语气检查：
  - 确保低情感强度：保持冷静理性，避免情绪化语言
  - 确保中性偏稳健：避免乐观或悲观极端
  - 通过数据和分析间接传递谨慎情绪
  修辞手法检查：
  - 确保使用比喻：鱼群、鲸鱼、压舱石
  - 适当使用排比：例如"一是不...二是不...三是不..."，"一是...二是...三是..."
  节奏控制检查：
  - 使用短句：确保句子简洁，音节紧凑
  - 通过逗号分句：营造分析性停顿
  - 中等偏快的节奏：避免过长句子，保持流畅性
  语言规范检查：
  - 正式度4（专业但易懂）：避免过于口语化，也不宜过于学术化
  - 移除绝对化词汇：暴涨、暴跌、肯定、绝对
  - 确保数据支撑：每个观点都有数据支持
- 微观特征强化：
  - 段落长度：每段约150-200字，信息浓缩且充实
  - 过渡风格：用短语自然过渡（如"近期事件层面""关联市场方面""走势结构上""操作思路上"）
  - 层次模式：每段首句点明子主题，后续展开细节，确保段落内容饱满
  - 叙述视角：第三人称全知视角，客观陈述市场
  - 时间序列：以昨日→今日→未来的时间线组织
  - 逻辑模式：因果逻辑主导（如"因PPI回升，所以利好有色金属"）
  - 思维深度：4（深度适中，兼顾专业性和可读性）
  - 节奏平稳：每段解决一个子问题，内容层次丰富
- 具体润色操作：
  - 步骤1：读取初稿内容
  - 步骤2：逐段检查上述检查清单
  - 步骤3：逐项修改不符合要求的部分（仅修改措辞，不改变观点和结构）
  - 步骤4：润色完成后，对比润色前后的差异
  - 步骤5：确保润色后的文本有明显改进，但核心观点和结构保持不变
- 润色禁止事项：
  - 禁止改变核心观点和判断逻辑
  - 禁止改变6段式结构和段落内容框架
  - 禁止删除或修改数据信息
  - 禁止增加新的观点或分析内容
  - 禁止大幅重组段落顺序或调整段落内容框架
  - 禁止删除重要的分析内容
- 润色允许事项：
  - 将口语化表达改为专业表达（如"涨了"→"微涨"）
  - 优化句式结构和节奏（如使用逗号分句、短句）
  - 增强数据表述的专业性（如"根据东方财富数据显示"）
  - 调整情感语气（如降低情感强度、保持中性偏稳健）
  - 强化标志性表达（如"走势结构上"、"操作思路上"、"鱼群方面"）
  - 优化词汇选择（如使用专业术语、中性谨慎词、特色比喻）
- 输出要求（必须严格遵循）：
  - 只输出润色后的评论稿（终稿）：根据微观风格特征润色后的终稿
  - 终稿内容要求：
    1. 必须包含6段式结构
    2. 必须包含完整的标题格式（主标题+副标题）
    3. 必须包含数据来源标注
    4. 必须包含风险提示声明
    5. 必须包含"签约【年年有'鱼'】股票池解锁更多内容"固定呼号
  - 不输出润色前的初稿：初稿仅作为润色过程的中间产物，不需要输出
  - 润色原则：确保润色后的终稿符合微观风格特征要求
- 润色原则：
  - 严格遵循 references/年年有鱼创作风格_微观特征.md 中的微观风格特征
  - 不改变核心观点和结构，仅优化语言表达和风格一致性
  - 不改变6段式结构和段落内容框架，仅微调措辞
  - 不改变数据内容，仅优化数据表述方式
  - 强化数据驱动和谨慎基调，避免感情化语言
  - 保留"鱼群"等特色比喻以增强形象性
  - 确保润色后的文本与润色前有明显区别，但核心观点和结构保持一致
生成HTML海报（必需）
- 润色完成后，必须使用润色后的终稿智能生成可视化HTML海报
- 参考HTML模板：阅读 references/html海报模板.html 中的HTML海报模板，了解页面结构和设计风格
- 智能生成HTML海报：
  - 使用大模型根据润色后的终稿，智能重写HTML海报
  - 智能编排文本内容，决定如何将6段式结构的文本内容分配到HTML页面的各个位置
  - 智能调整布局，根据内容重要性调整段落顺序和展示方式
  - 智能选择合适的数据可视化方式（卡片、列表、表格等）
  - 保留HTML模板的视觉设计风格（配色、字体、布局等）
  - 确保HTML文件可以直接在浏览器中打开查看
- HTML海报内容要求：
  - 完整的标题格式（主标题+副标题）
  - 当前日期信息（年月日、星期、农历）
  - 核心观点标题和描述
  - 6段式结构的完整内容（市场概述、事件分析、外围影响、技术分析、资金流向、操作建议）
  - 数据的可视化展示（数据卡片、列表等）
  - 风险提示声明
  - "签约【年年有'鱼'】股票池解锁更多内容"固定呼号
- 输出要求：
  - 必须生成HTML海报文件
  - HTML文件可以直接在浏览器中打开查看
  - HTML文件包含完整的文章内容和可视化设计
  - HTML文件保留模板的视觉设计风格

Market Environment Analysis (Important! New Addition) ⭐
- Call
```
scripts/analyze_market_context.py
```
  to analyze special factors at the current time point
- Core Objective: Identify the impact of holidays, special periods, and important time windows on the market
- Analysis Dimensions:
  - Holiday Effect: Before and after major holidays such as Spring Festival, National Day, May Day
  - Period Effect: Settlement pressure at the end of the month/quarter/year
  - Special Windows: Two Sessions period, earnings season, FOMC meeting week, etc.
- Output Content:
  - Special period identifier (e.g., "Last trading day before Spring Festival")
  - Market sentiment factors (e.g., "Pre-holiday risk aversion sentiment")
  - Analysis suggestions (e.g., "Focus on pre-holiday capital cashing demand")
- Important: The output of this step must be fully reflected in subsequent comment writing
- Detailed instructions see references/市场环境分析指南.md
Obtain Market Data
- Call
```
scripts/fetch_market_data.py
```
  to obtain A-share market data for the specified date
- Supports default acquisition of data from the previous trading day
- Data includes: SSE Composite Index, SZSE Component Index, ChiNext Index, Northbound Capital, sector data, rise/fall statistics, etc.
- Output format: JSON file
Data Analysis
- Optional call
```
scripts/analysis_tool.py
```
  to perform statistical analysis on market data
- Analysis content includes: Index fluctuations, capital flows, sector performance, market sentiment, etc.
- Provide data support for writing comments
- Combine with Step 1 Environment Analysis: Comprehensively judge the real reasons for market fluctuations
Write Market Comment (First Draft)
- Step 1: Integrate Market Environment Analysis ⭐ (New Addition)
  - Review the environment analysis results from Step 1
  - Focus on special time point factors in the "Event Analysis" paragraph
  - Examples:
    - If pre-holiday: Explain "Pre-holiday risk aversion sentiment is strong, investors tend to hold cash for the holiday"
    - If end of month: Explain "End-of-month settlement pressure leads to capital market volatility"
    - If earnings season: Explain "Intensive performance disclosures make the market focus on performance expectations"
- Step 2: Strictly Follow the "Nian Nian You Yu" Creation Style, refer to the style guide in references/年年有鱼创作风格.md
- Must Include Complete Title Format:
  - Main Title: [Nian Nian You Yu · Pre-Market Outlook] {Core View Title} (Pre-market Article)
  - Main Title: [Nian Nian You Yu · Market Comment] {Core View Title} (Closing Review Article)
  - Subtitle: ——This column is the "Yu Qing Yu Li" Morning Review/Closing Review
- Adopt Fixed 6-Paragraph Structure: Market Overview → Event Analysis → External Impact → Technical Analysis → Capital Flows → Operation Suggestions
- Data Usage Requirements (Core Principles):
  - Must Write Based on Accurately Obtained Data: Only use valid data obtained from previous steps
  - Null Data Handling: For missing data (None, null), 0 data (obviously abnormal 0 values), avoid involving such content when writing comments
  - Northbound Capital Data Restrictions:
    - The script uses East Money API to obtain Northbound Capital data
    - Important Restriction: This API only supports obtaining the day's data, and cannot query historical Northbound Capital data
    - For non-current dates, the script will return null, 0 value, or mark as unavailable
    - Handling Rules (Must Be Strictly Followed):
      - If Northbound Capital data is null, 0, or marked as unavailable, directly ignore content related to Northbound Capital
      - Do not write analysis involving Northbound Capital, do not mention "Northbound Capital" or "Northbound Capital flows"
      - Do not fabricate Northbound Capital data, and do not use 0 values for analysis
      - Reference other capital flow data (such as overall market capital flows) if available
      - If other capital flow data is also unavailable, simplify the capital flows paragraph or merge it into other paragraphs
  - Must use specific values (accurate to two decimal places)
  - Must include data comparisons (increment/decrement, proportion changes, month-on-month, etc.)
  - Must label data sources (e.g., "According to East Money data")
  - Must include the three major indices: SSE Composite Index, SZSE Component Index, ChiNext Index
- Must Use Characteristic Metaphors: "Fish School" (capital flows), "Whale" (large capital), "Ballast Stone" (stable sectors)
- Must Use Fixed Expressions: "In terms of operation ideas", "Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content"
- Length Requirements: 1000-1200 words overall, each paragraph about 150-200 words, Paragraph 2 and 5 can be expanded to 250-300 words depending on content importance
- The agent writes comment content based on market data and analysis results in accordance with the style guide
- Ensure content is professional, objective, and compliant with regulatory requirements and style specifications
Copy Polishing (Based on Micro-Style Characteristics)
- Polishing Objective: Strictly polish according to the micro-style characteristics in references/年年有鱼创作风格_微观特征.md to ensure the real cross-text writing style of "Nian Nian You Yu" is reflected
- Polishing Principles (Must Be Strictly Followed):
  - Do Not Change Core Views: Keep the core views and judgment logic of the first draft, polishing only optimizes language expression
  - Do Not Change Paragraph Structure: Keep the 6-paragraph structure and paragraph content framework of the first draft, only fine-tune wording
  - Do Not Change Data Content: Keep all data information in the first draft, polishing only optimizes data expression methods
  - Only Optimize Language Expression: Change colloquial expressions to professional ones, optimize sentence structure and rhythm, and enhance professionalism
  - Strengthen Micro-Style Characteristics: Sentence structure, vocabulary, iconic expressions, emotional tone, rhetorical devices, rhythm control
- Polishing Checklist (Must Check and Modify Item by Item):
  
  Sentence Structure Check:
  - Change colloquial expressions to professional ones: e.g., "rose" → "rose slightly", "fell" → "declined", "had movements" → "showed movements"
  - Ensure data-guided expressions: Add "According to East Money data"
  - Use conditional sentences to reflect prudence: e.g., "If..., then...", "Without incremental capital, it will be difficult for the index to form a trending market"
  Core Vocabulary Check:
  - Use professional terms: Shrinkage, consolidation, rotation, catalyst, risk aversion, differentiation
  - Use neutral and prudent words: Most likely, may, suggest, avoid, expectation, tend to
  - Ensure characteristic metaphors are used: Fish School (capital flows), Whale (large capital), Ballast Stone (stable sectors)
  - Remove absolute expressions: Skyrocket, plummet, definitely, absolutely, inevitably
  Iconic Expression Check:
  - Ensure "In terms of trend structure" is used to introduce the technical analysis paragraph
  - Ensure "In terms of operation ideas" is used to introduce the operation suggestions paragraph
  - Ensure "Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content" is used as a fixed call-to-action
  - Add "In terms of fish school" as the opening of the capital flows paragraph
  Emotion and Tone Check:
  - Ensure low emotional intensity: Keep calm and rational, avoid emotional language
  - Ensure neutral and slightly stable tone: Avoid extreme optimism or pessimism
  - Indirectly convey prudent sentiment through data and analysis
  Rhetorical Devices Check:
  - Ensure metaphors are used: Fish School, Whale, Ballast Stone
  - Appropriately use parallelism: e.g., "First, do not... Second, do not... Third, do not...", "First... Second... Third..."
  Rhythm Control Check:
  - Use short sentences: Ensure sentences are concise and syllables are compact
  - Use commas to split sentences: Create analytical pauses
  - Moderately fast rhythm: Avoid overly long sentences, maintain fluency
  Language Standard Check:
  - Formality level 4 (professional but easy to understand): Avoid overly colloquial or academic language
  - Remove absolute vocabulary: Skyrocket, plummet, definitely, absolutely
  - Ensure data support: Each view is supported by data
- Micro-Characteristics Strengthening:
  - Paragraph length: Each paragraph about 150-200 words, information is condensed and substantial
  - Transition style: Use phrases for natural transitions (e.g., "Recent event aspects" "Related market aspects" "In terms of trend structure" "In terms of operation ideas")
  - Hierarchy mode: Each paragraph starts with a sub-theme, followed by detailed expansion to ensure full content
  - Narrative perspective: Third-person omniscient perspective, objectively state the market
  - Time sequence: Organize in the time line of yesterday → today → future
  - Logical mode: Dominated by causal logic (e.g., "Due to PPI recovery, it is beneficial to non-ferrous metals")
  - Thinking depth: Level 4 (moderate depth, balancing professionalism and readability)
  - Stable rhythm: Each paragraph solves one sub-problem, with rich content levels
- Specific Polishing Operations:
  - Step 1: Read the first draft content
  - Step 2: Check the above checklist paragraph by paragraph
  - Step 3: Modify non-compliant parts item by item (only modify wording, do not change views and structure)
  - Step 4: Compare the differences before and after polishing after completion
  - Step 5: Ensure the polished text has obvious improvements, but core views and structure remain unchanged
- Polishing Prohibitions:
  - Prohibit changing core views and judgment logic
  - Prohibit changing the 6-paragraph structure and paragraph content framework
  - Prohibit deleting or modifying data information
  - Prohibit adding new views or analysis content
  - Prohibit major reorganization of paragraph order or adjustment of paragraph content framework
  - Prohibit deleting important analysis content
- Polishing Permissions:
  - Change colloquial expressions to professional ones (e.g., "rose" → "rose slightly")
  - Optimize sentence structure and rhythm (e.g., use commas to split sentences, short sentences)
  - Enhance professionalism of data expression (e.g., "According to East Money data")
  - Adjust emotional tone (e.g., reduce emotional intensity, keep neutral and slightly stable)
  - Strengthen iconic expressions (e.g., "In terms of trend structure", "In terms of operation ideas", "In terms of fish school")
  - Optimize vocabulary selection (e.g., use professional terms, neutral and prudent words, characteristic metaphors)
- Output Requirements (Must Be Strictly Followed):
  - Only Output the Polished Final Draft: The polished final draft based on micro-style characteristics
  - Final Draft Content Requirements:
    1. Must include 6-paragraph structure
    2. Must include complete title format (main title + subtitle)
    3. Must include data source labels
    4. Must include risk warning statement
    5. Must include the fixed call-to-action "Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content"
  - Do Not Output the Unpolished First Draft: The first draft is only an intermediate product in the polishing process and does not need to be output
  - Polishing Principle: Ensure the polished final draft meets the requirements of micro-style characteristics
- Polishing Principles:
  - Strictly follow the micro-style characteristics in references/年年有鱼创作风格_微观特征.md
  - Do not change core views and structure, only optimize language expression and style consistency
  - Do not change the 6-paragraph structure and paragraph content framework, only fine-tune wording
  - Do not change data content, only optimize data expression methods
  - Strengthen data-driven and prudent tone, avoid emotional language
  - Retain characteristic metaphors such as "Fish School" to enhance vividness
  - Ensure the polished text is significantly different from the original, but core views and structure remain unchanged
Generate HTML Poster (Required)
- After polishing, must use the polished final draft to intelligently generate a visual HTML poster
- Reference HTML Template: Read the HTML poster template in references/html海报模板.html to understand the page structure and design style
- Intelligently Generate HTML Poster:
  - Use large models to intelligently rewrite the HTML poster based on the polished final draft
  - Intelligently arrange text content, decide how to allocate the 6-paragraph text content to various positions on the HTML page
  - Intelligently adjust layout, adjust paragraph order and display method according to content importance
  - Intelligently select appropriate data visualization methods (cards, lists, tables, etc.)
  - Retain the visual design style of the HTML template (color scheme, fonts, layout, etc.)
  - Ensure the HTML file can be directly opened and viewed in a browser
- HTML Poster Content Requirements:
  - Complete title format (main title + subtitle)
  - Current date information (year/month/day, week, lunar calendar)
  - Core view title and description
  - Complete 6-paragraph structure content (Market Overview, Event Analysis, External Impact, Technical Analysis, Capital Flows, Operation Suggestions)
  - Data visualization display (data cards, lists, etc.)
  - Risk warning statement
  - Fixed call-to-action "Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content"
- Output Requirements:
  - Must generate an HTML poster file
  - The HTML file can be directly opened and viewed in a browser
  - The HTML file contains complete article content and visual design
  - The HTML file retains the visual design style of the template

合规要求（必须遵守）

Compliance Requirements (Must Be Followed)

风险提示声明：所有评论必须包含"本收评仅供参考，不构成投资建议。投资者据此操作，风险自担。"的免责声明
数据来源注明：所有数据必须注明来源（东方财富）
不构成投资建议：避免使用"建议买入"、"必须抄底"等绝对性语言，使用"关注"、"值得关注"等中性表达
避免预测性描述：不使用"必将大涨"、"确定下跌"等预测性语言，使用"有望"、"可能"等概率性表达
专业表述：避免情绪化、煽动性语言，保持客观、理性、专业

Risk Warning Statement: All comments must include the disclaimer "This closing review is for reference only and does not constitute investment advice. Investors operate at their own risk."
Data Source Labeling: All data must indicate the source (East Money)
Do Not Constitute Investment Advice: Avoid absolute language such as "Suggest buying", "Must bottom-fish", use neutral expressions such as "Pay attention to", "Worth paying attention to"
Avoid Predictive Descriptions: Do not use predictive language such as "Will definitely rise sharply", "Will definitely fall", use probabilistic expressions such as "Expected to", "May"
Professional Expression: Avoid emotional, inciting language, keep objective, rational, and professional

资源索引

Resource Index

必要脚本：
- scripts/fetch_market_data.py - 获取A股市场数据（指数、资金、板块、涨跌统计）
- scripts/analysis_tool.py - 分析市场数据，生成评论基础信息
- scripts/data_cache.py - 数据缓存管理器
领域参考：
- references/年年有鱼创作风格.md - 投顾评论创作风格指南（格式与结构指南）
- references/年年有鱼创作风格_微观特征.md - 微观风格特征指南（句式、词汇、修辞、节奏等）
- references/html海报模板.html - 可视化海报HTML模板（供参考页面结构和设计风格）
- references/step1.md - 大盘行情数据获取说明
- references/step2.md - 板块数据获取说明
- references/step3.md - 数据分析与解读指导
- references/step4.md - 后市展望与投资建议指导

Necessary Scripts:
- scripts/fetch_market_data.py - Obtain A-share market data (indices, capital, sectors, rise/fall statistics)
- scripts/analysis_tool.py - Analyze market data and generate basic comment information
- scripts/data_cache.py - Data cache manager
Domain References:
- references/年年有鱼创作风格.md - Investment Advisor Comment Creation Style Guide (Format and Structure Guide)
- references/年年有鱼创作风格_微观特征.md - Micro-Style Characteristics Guide (Sentence structure, vocabulary, rhetoric, rhythm, etc.)
- references/html海报模板.html - Visual Poster HTML Template (For reference of page structure and design style)
- references/step1.md - Instructions for Obtaining Market Trend Data
- references/step2.md - Instructions for Obtaining Sector Data
- references/step3.md - Data Analysis and Interpretation Guidelines
- references/step4.md - Guidelines for Market Outlook and Investment Suggestions

注意事项

Notes

两步创作流程（必须严格遵守）：
- 第一步：撰写初稿（参考 references/年年有鱼创作风格.md 的格式和结构要求）
- 第二步：文案润色（严格按照 references/年年有鱼创作风格_微观特征.md 的微观风格特征进行润色）
- 只输出润色后的终稿：不输出润色前的初稿
- 第三步：生成HTML海报：必须使用润色后的终稿生成可视化HTML海报
润色边界（核心原则）：
- 润色禁止事项：
  - 禁止改变核心观点和判断逻辑
  - 禁止改变6段式结构和段落内容框架
  - 禁止删除或修改数据信息
  - 禁止增加新的观点或分析内容
  - 禁止大幅重组段落顺序或调整段落内容框架
- 润色允许事项：
  - 将口语化表达改为专业表达（如"涨了"→"微涨"）
  - 优化句式结构和节奏（如使用逗号分句、短句）
  - 增强数据表述的专业性（如"根据东方财富数据显示"）
  - 调整情感语气（如降低情感强度、保持中性偏稳健）
  - 强化标志性表达（如"走势结构上"、"操作思路上"、"鱼群方面"）
  - 优化词汇选择（如使用专业术语、中性谨慎词、特色比喻）
时态判断（核心）：
- 根据撰写日期和数据日期对比确定时态，而不是根据文章类型
- 撰写日期 = 数据日期 → "今日A股市场"
- 撰写日期 > 数据日期（相差1天）→ "昨日A股市场"
- 用户明确要求特定时间范围 → 使用用户要求的表述（本周/本月/近期等）
- 文章类型（盘前展望/市场评论）仅影响发布时机和侧重点，不影响时态表述
标题格式：必须使用完整的标题格式，包括主标题和副标题
风格优先：
- 初稿撰写：必须严格遵循 references/年年有鱼创作风格.md 中的6段式结构和语言风格
- 文案润色：必须严格按照 references/年年有鱼创作风格_微观特征.md 中的微观风格特征进行润色
- 润色重点：句式特征、核心词汇、标志性表达、情感与语气、修辞手法、节奏控制
数据要求（核心原则）：
- 必须基于获取到的准确数据撰写：仅使用前序步骤获取到的有效数据
- 空数据处理：对于缺失数据（None、null）、0数据（明显异常的0值），在撰写评论时避免涉及该部分内容
- 北向资金数据限制（必须严格遵守）：
  - 北向资金数据使用东方财富API获取
  - 重要限制：该API仅支持获取当日数据，无法查询历史日期的北向资金
  - 对于非当日日期，脚本会返回null、0值或标记为unavailable
  - 处理规则：
    - 若北向资金数据为null、0或标记为unavailable，直接忽略北向资金相关内容
    - 不撰写涉及北向资金的分析，不提及"北向资金"或"北向资金流向"
    - 不可虚构北向资金数据，也不可使用0值进行分析
    - 可用其他资金流向数据（如市场整体资金流向）作为参考，若数据可用
    - 若其他资金流向数据也不可用，可简化资金流向段落或合并到其他段落
- 必须使用具体数值（精确到小数点后两位）
- 必须包含三大指数：上证指数、深证成指、创业板指
- 必须包含数据对比（增减量、占比变化、环比等）
- 必须标注数据来源（如"根据东方财富数据显示"）
特色比喻：必须使用"鱼群"（资金）、"鲸鱼"（大资金）、"压舱石"（稳健板块）等特色比喻
固定表达：必须使用"操作思路上"作为操作建议段开头，"签约【年年有'鱼'】股票池解锁更多内容"作为结尾
语言规范：使用中性谨慎词汇（"或""建议""大概率"），避免绝对化表达（"暴涨""暴跌""肯定""绝对"）
篇幅控制：整体1000-1200字，第2段和第5段可根据数据可用性适当扩展
逻辑清晰：数据→原因→影响→结论，逻辑链条完整
仅在需要时读取其他参考文档，保持上下文简洁
脚本使用时确保输入参数正确（日期格式：YYYY-MM-DD）
充分利用智能体的语言理解和生成能力撰写评论内容
严格遵守合规红线，确保评论内容的专业性和合规性
执行要点（必须牢记）：
1. 北向资金为null/0/unavailable时：直接忽略，不撰写任何相关内容
2. 只输出润色后的终稿：不输出润色前的初稿
3. 润色仅优化措辞：不改变核心观点、不改变段落结构、不改变数据内容
4. 必须生成HTML海报：使用润色后的终稿生成可视化HTML海报文件

Two-Step Creation Process (Must Be Strictly Followed):
- Step 1: Write the first draft (strictly follow the 6-paragraph structure and language style in references/年年有鱼创作风格.md)
- Step 2: Copy polishing (strictly polish according to the micro-style characteristics in references/年年有鱼创作风格_微观特征.md)
- Only Output the Polished Final Draft: Do not output the unpolished first draft
- Step 3: Generate HTML Poster: Must use the polished final draft to generate a visual HTML poster file
Polishing Boundary (Core Principle):
- Polishing Prohibitions:
  - Prohibit changing core views and judgment logic
  - Prohibit changing the 6-paragraph structure and paragraph content framework
  - Prohibit deleting or modifying data information
  - Prohibit adding new views or analysis content
  - Prohibit major reorganization of paragraph order or adjustment of paragraph content framework
- Polishing Permissions:
  - Change colloquial expressions to professional ones (e.g., "rose" → "rose slightly")
  - Optimize sentence structure and rhythm (e.g., use commas to split sentences, short sentences)
  - Enhance professionalism of data expression (e.g., "According to East Money data")
  - Adjust emotional tone (e.g., reduce emotional intensity, keep neutral and slightly stable)
  - Strengthen iconic expressions (e.g., "In terms of trend structure", "In terms of operation ideas", "In terms of fish school")
  - Optimize vocabulary selection (e.g., use professional terms, neutral and prudent words, characteristic metaphors)
Tense Judgment (Core):
- Determine tense based on the comparison between the writing date and data date, not based on article type
- Writing date = Data date → "Today's A-share market"
- Writing date > Data date (1 day difference) → "Yesterday's A-share market"
- If user clearly requests a specific time range → Use the expression requested by the user (this week/this month/recently, etc.)
- Article type (pre-market outlook/market comment) only affects release timing and focus, not tense expression
Title Format: Must use complete title format, including main title and subtitle
Style Priority:
- First draft writing: Must strictly follow the 6-paragraph structure and language style in references/年年有鱼创作风格.md
- Copy polishing: Must strictly polish according to the micro-style characteristics in references/年年有鱼创作风格_微观特征.md
- Polishing focus: Sentence structure characteristics, core vocabulary, iconic expressions, emotion and tone, rhetorical devices, rhythm control
Data Requirements (Core Principle):
- Must Write Based on Accurately Obtained Data: Only use valid data obtained from previous steps
- Null Data Handling: For missing data (None, null), 0 data (obviously abnormal 0 values), avoid involving such content when writing comments
- Northbound Capital Data Restrictions (Must Be Strictly Followed):
  - Northbound Capital data is obtained using East Money API
  - Important Restriction: This API only supports obtaining the day's data, and cannot query historical Northbound Capital data
  - For non-current dates, the script will return null, 0 value, or mark as unavailable
  - Handling Rules:
    - If Northbound Capital data is null, 0, or marked as unavailable, directly ignore content related to Northbound Capital
    - Do not write analysis involving Northbound Capital, do not mention "Northbound Capital" or "Northbound Capital flows"
    - Do not fabricate Northbound Capital data, and do not use 0 values for analysis
    - Reference other capital flow data (such as overall market capital flows) if available
    - If other capital flow data is also unavailable, simplify the capital flows paragraph or merge it into other paragraphs
- Must use specific values (accurate to two decimal places)
- Must include the three major indices: SSE Composite Index, SZSE Component Index, ChiNext Index
- Must include data comparisons (increment/decrement, proportion changes, month-on-month, etc.)
- Must label data sources (e.g., "According to East Money data")
Characteristic Metaphors: Must use characteristic metaphors such as "Fish School" (capital), "Whale" (large capital), "Ballast Stone" (stable sectors)
Fixed Expressions: Must use "In terms of operation ideas" as the opening of the operation suggestions paragraph, and "Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content" as the ending
Language Standard: Use neutral and prudent vocabulary ("may" "suggest" "most likely"), avoid absolute expressions ("skyrocket" "plummet" "definitely" "absolutely")
Length Control: 1000-1200 words overall, Paragraph 2 and 5 can be appropriately expanded according to data availability
Clear Logic: Data → Cause → Impact → Conclusion, complete logical chain
Only read other reference documents when necessary, keep context concise
Ensure correct input parameters when using scripts (date format: YYYY-MM-DD)
Make full use of the agent's language understanding and generation capabilities to write comment content
Strictly comply with compliance red lines to ensure professionalism and compliance of comment content
Execution Key Points (Must Remember):
1. When Northbound Capital is null/0/unavailable: Directly ignore, do not write any related content
2. Only Output the Polished Final Draft: Do not output the unpolished first draft
3. Polishing Only Optimizes Wording: Do not change core views, do not change paragraph structure, do not change data content
4. Must Generate HTML Poster: Use the polished final draft to generate a visual HTML poster file

使用示例

Usage Examples

示例1：撰写盘前展望

Example 1: Write Pre-Market Outlook

bash

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bash

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Step 1: 获取市场数据（默认上一个交易日）

Step 1: Obtain market data (default previous trading day)

python scripts/fetch_market_data.py

Step 2: 智能体按照"年年有鱼"创作风格撰写市场评论初稿

Step 2: Agent writes market comment first draft according to "Nian Nian You Yu" style

- 标题：【年年有鱼·盘前展望】{核心观点标题}

- Title: [Nian Nian You Yu · Pre-Market Outlook] {Core View Title}

- 副标题：——本栏目为"于晴于理"观点早评

- Subtitle: ——This column is the "Yu Qing Yu Li" Morning Review

- 严格遵循6段式结构

- Strictly follow 6-paragraph structure

- 使用"鱼群""鲸鱼""压舱石"等特色比喻

- Use characteristic metaphors such as "Fish School" "Whale" "Ballast Stone"

- 保持中性谨慎的语言风格

- Keep neutral and prudent language style

Step 3: 智能体按照微观风格特征对初稿进行润色

Step 3: Agent polishes the first draft according to micro-style characteristics

- 参考 assets/年年有鱼创作风格.txt 中的微观特征

- Refer to micro-characteristics in assets/年年有鱼创作风格.txt

- 检查句式特征、核心词汇、标志性表达、情感语气、修辞手法、节奏控制

- Check sentence structure characteristics, core vocabulary, iconic expressions, emotional tone, rhetorical devices, rhythm control

- 强化数据驱动和谨慎基调

- Strengthen data-driven and prudent tone

- 输出润色前的初稿和润色后的终稿

- Output unpolished first draft and polished final draft

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示例2：撰写收评

Example 2: Write Closing Review

bash

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bash

undefined

Step 1: 获取指定日期的市场数据

Step 1: Obtain market data for specified date

python scripts/fetch_market_data.py 2026-02-10

Step 2: 智能体按照"年年有鱼"创作风格撰写收评初稿

Step 2: Agent writes closing review first draft according to "Nian Nian You Yu" style

- 标题：【年年有鱼·市场评论】{核心观点标题}

- Title: [Nian Nian You Yu · Market Comment] {Core View Title}

- 副标题：——本栏目为"于晴于理"观点收评

- Subtitle: ——This column is the "Yu Qing Yu Li" Closing Review

- 严格遵循6段式结构

- Strictly follow 6-paragraph structure

- 使用"鱼群""鲸鱼""压舱石"等特色比喻

- Use characteristic metaphors such as "Fish School" "Whale" "Ballast Stone"

- 保持中性谨慎的语言风格

- Keep neutral and prudent language style

Step 3: 智能体按照微观风格特征对初稿进行润色

Step 3: Agent polishes the first draft according to micro-style characteristics

- 参考 assets/年年有鱼创作风格.txt 中的微观特征

- Refer to micro-characteristics in assets/年年有鱼创作风格.txt

- 检查句式特征、核心词汇、标志性表达、情感语气、修辞手法、节奏控制

- Check sentence structure characteristics, core vocabulary, iconic expressions, emotional tone, rhetorical devices, rhythm control

- 强化数据驱动和谨慎基调

- Strengthen data-driven and prudent tone

- 输出润色前的初稿和润色后的终稿

- Output unpolished first draft and polished final draft

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标题格式示例

Title Format Examples

盘前展望标题：

【年年有鱼·盘前展望】节前收官在即，鱼群高低切换待春归
——本栏目为"于晴于理"观点早评

收评标题：

【年年有鱼·市场评论】节前市场的变与不变
——本栏目为"于晴于理"观点收评

Pre-Market Outlook Title:

[Nian Nian You Yu · Pre-Market Outlook] Pre-Holiday Closing Imminent, Capital Rotation Awaits Spring Return
——This column is the "Yu Qing Yu Li" Morning Review

Closing Review Title:

[Nian Nian You Yu · Market Comment] Changes and Invariants in Pre-Holiday Market
——This column is the "Yu Qing Yu Li" Closing Review

年年有鱼风格示例片段（基于真实案例，包含润色前后对比）

Nian Nian You Yu Style Example Snippets (Based on Real Cases, Including Before and After Polishing Comparison)

润色前（初稿）：

第1段 - 市场概述
昨天市场延续了节前的特征，上证指数涨了0.09%，实现了七连阳，深证成指和创业板指分别跌了0.35%和1.08%。成交额跌破2万亿元，只有1.98万亿元，缩量了1200多亿元，市场整体呈现出缩量的特点。

润色后（终稿）（符合微观风格特征）：

昨日市场延续节前特征，上证指数微涨0.09%实现七连阳，而深证成指与创业板指分别下跌0.35%和1.08%，两市成交额年内首次跌破2万亿元至1.98万亿元，缩量超1200亿元，呈现清晰的缩量格局。

润色要点：

句式优化：使用"微涨""分别下跌"等精确描述，避免"涨了""跌了"口语化表达
数据引导：精确到小数点后两位，使用"年内首次""超"等量化描述
节奏控制：通过逗号分句营造分析性停顿，中等偏快的节奏

第5段 - 鱼群方面（润色前）：

资金方面，昨天有高低切换的动作，银行、石油这些周期资源板块表现活跃，而前期热门的科技成长板块像AI应用、半导体则被获利了结。北向资金连续三天流出，大概20-30亿元，节前杠杆资金对高位题材股也不太感兴趣，整体呈现防御性调仓。

第5段 - 鱼群方面（润色后）（符合微观风格特征）：

鱼群方面，昨日资金有高低切换动作，周期资源"鱼群"如银行、石油逆势活跃，而前期热门的科技成长"鱼群"如AI应用、半导体则遭遇获利了结；鲸鱼动态上，根据Wind数据显示，北向资金连续三日净流出约20-30亿元，节前杠杆资金对高位题材股也失去了进攻热情，整体呈现防御性调仓。

润色要点：

特色比喻：使用"鱼群""鲸鱼"等标志性比喻
数据引导：添加"根据Wind数据显示"的数据引导式表达
标志性表达："鱼群方面"作为段落开头
句式优化：使用"逆势活跃""失去进攻热情"等精确描述

第6段 - 操作思路（润色前）：

操作建议方面，考虑到市场处于节前缩量震荡期，建议采取高抛低吸的策略，不要追涨杀跌。仓位控制在5-7成左右，保留现金以应对假期的不确定性。如果持有的股票业绩扎实、走势没破位，可以继续持有；如果是持币的投资者，不必在节前大幅加仓，可以等节后信号明确再说。

第6段 - 操作思路（润色后）（符合微观风格特征）：

操作思路上，鉴于市场处于节前缩量震荡期，建议采取高抛低吸的区间策略，避免追涨杀跌。仓位管理上维持5-7成，保留充足现金以应对假期不确定性；持股者若标的业绩扎实、走势未破位可持股待涨，持币者不必急于在节前大幅加仓，可等待节后明确信号。

润色要点：

标志性表达："操作思路上"作为段落开头
条件判断句：使用"若...可...""持币者不必...可等待"等条件判断句
中性谨慎词汇：使用"鉴于""建议""维持"等中性谨慎词
节奏控制：通过分号分隔并列内容，营造分析性停顿

Before Polishing (First Draft):

Paragraph 1 - Market Overview
Yesterday's market continued pre-holiday characteristics, the SSE Composite Index rose 0.09% and achieved seven consecutive gains, the SZSE Component Index and ChiNext Index fell 0.35% and 1.08% respectively. Turnover fell below 2 trillion yuan, only 1.98 trillion yuan, shrank by more than 120 billion yuan, the market showed a shrinking volume feature overall.

After Polishing (Final Draft) (Compliant with Micro-Style Characteristics):

Yesterday's market continued pre-holiday characteristics, the SSE Composite Index rose slightly by 0.09% to achieve seven consecutive gains, while the SZSE Component Index and ChiNext Index declined 0.35% and 1.08% respectively; the turnover of the two markets fell below 2 trillion yuan for the first time this year to 1.98 trillion yuan, a contraction of over 120 billion yuan, presenting a clear shrinking volume pattern.

Polishing Key Points:

Sentence structure optimization: Use precise descriptions such as "rose slightly" "declined respectively", avoid colloquial expressions like "rose" "fell"
Data guidance: Accurate to two decimal places, use quantitative descriptions such as "for the first time this year" "over"
Rhythm control: Create analytical pauses through commas, maintain moderately fast rhythm

Paragraph 5 - In Terms of Fish School (Before Polishing):

In terms of capital, there was a high-low rotation movement yesterday, cyclical resource sectors such as banking, oil performed actively, while previously popular tech growth sectors like AI applications, semiconductors were profit-taken. Northbound Capital flowed out for three consecutive days, about 2-3 billion yuan, pre-holiday leveraged capital was not interested in high-level theme stocks, showing defensive position adjustment overall.

Paragraph 5 - In Terms of Fish School (After Polishing) (Compliant with Micro-Style Characteristics):

In terms of fish school, capital showed high-low rotation movements yesterday; cyclical resource "fish schools" such as banking, oil performed actively against the trend, while previously popular tech growth "fish schools" such as AI applications, semiconductors encountered profit-taking; in terms of whale dynamics, according to Wind data, Northbound Capital had net outflows of about 2-3 billion yuan for three consecutive days, pre-holiday leveraged capital lost offensive enthusiasm for high-level theme stocks, showing defensive position adjustment overall.

Polishing Key Points:

Characteristic metaphors: Use iconic metaphors such as "fish school" "whale"
Data guidance: Add data-guided expression "According to Wind data"
Iconic expression: Use "In terms of fish school" as paragraph opening
Sentence structure optimization: Use precise descriptions such as "performed actively against the trend" "lost offensive enthusiasm"

Paragraph 6 - Operation Ideas (Before Polishing):

In terms of operation suggestions, considering the market is in pre-holiday shrinking consolidation period, suggest adopting high-sell low-buy strategy, do not chase rises and kill falls. Position control at about 50-70%, keep cash to deal with holiday uncertainties. If held stocks have solid performance and unbroken trends, can continue to hold; if cash-holding investors, do not need to add positions significantly before holiday, can wait for clear signals after holiday.

Paragraph 6 - Operation Ideas (After Polishing) (Compliant with Micro-Style Characteristics):

In terms of operation ideas, given the market is in pre-holiday shrinking consolidation period, suggest adopting high-sell low-buy range strategy, avoid chasing rises and killing falls. Position management maintains 50-70%, keep sufficient cash to deal with holiday uncertainties; stock holders can hold if targets have solid performance and unbroken trends, cash-holding investors do not need to rush to add positions significantly before holiday, can wait for clear signals after holiday.

Polishing Key Points:

Iconic expression: Use "In terms of operation ideas" as paragraph opening
Conditional sentences: Use conditional sentences such as "if... can..." "cash-holding investors do not need to... can wait..."
Neutral and prudent vocabulary: Use neutral and prudent words such as "given" "suggest" "maintain"
Rhythm control: Separate parallel content with semicolons to create analytical pauses

完整输出格式示例（包含润色前后对比）

Complete Output Format Example (Including Before and After Polishing Comparison)

===== 润色前（初稿）=====

【年年有鱼·盘前展望】节前收官在即，鱼群高低切换待春归
——本栏目为"于晴于理"观点早评

昨天市场延续了节前的特征，上证指数涨了0.09%，实现了七连阳，深证成指和创业板指分别跌了0.35%和1.08%。成交额跌破2万亿元，只有1.98万亿元，缩量了1200多亿元，市场整体呈现出缩量的特点。

近期事件层面，国内1月CPI环比创6个月新高与PPI连续四月回升，强化了消费复苏与工业品涨价逻辑...

关联市场方面，美股道指偏强、纳指调整的分化结构，映射至A股将延续高股息资源股与科技股的跷跷板效应...

走势结构上，上证指数日线级别在4100点上方构筑平台，七连阳后面临前高区域压力，需量能配合突破...

鱼群方面，昨天有高低切换的动作，银行、石油这些周期资源板块表现活跃，而前期热门的科技成长板块像AI应用、半导体则被获利了结...

操作思路上，考虑到市场处于节前缩量震荡期，建议采取高抛低吸的策略，不要追涨杀跌。仓位控制在5-7成左右...

签约【年年有"鱼"】股票池解锁更多内容

===== 润色后（终稿）=====

【年年有鱼·盘前展望】节前收官在即，鱼群高低切换待春归
——本栏目为"于晴于理"观点早评

昨日市场延续节前特征，上证指数微涨0.09%实现七连阳，而深证成指与创业板指分别下跌0.35%和1.08%，两市成交额年内首次跌破2万亿元至1.98万亿元，缩量超1200亿元，呈现清晰的缩量格局。

近期事件层面，国内1月CPI环比创6个月新高与PPI连续四月回升，强化了消费复苏与工业品涨价逻辑...

关联市场方面，美股道指偏强、纳指调整的分化结构，映射至A股将延续高股息资源股与科技股的跷跷板效应...

走势结构上，上证指数日线级别在4100点上方构筑平台，七连阳后面临前高区域压力，需量能配合突破...

鱼群方面，昨日资金有高低切换动作，周期资源"鱼群"如银行、石油逆势活跃，而前期热门的科技成长"鱼群"如AI应用、半导体则遭遇获利了结；鲸鱼动态上，根据东方财富数据显示，北向资金连续三日净流出约20-30亿元，节前杠杆资金对高位题材股也失去了进攻热情，整体呈现防御性调仓。

操作思路上，鉴于市场处于节前缩量震荡期，建议采取高抛低吸的区间策略，避免追涨杀跌。仓位管理上维持5-7成，保留充足现金以应对假期不确定性；持股者若标的业绩扎实、走势未破位可持股待涨，持币者不必急于在节前大幅加仓，可等待节后明确信号。

签约【年年有"鱼"】股票池解锁更多内容

年年有鱼——让投资像呼吸一样简单。
观点仅供参考，不参与任何形式分享证券投资收益或分担证券投资损失
市场有风险，投资需谨慎。

润色要点说明（必须逐项检查）：

句式特征检查：
- 润色前："上证指数涨了0.09%" → 润色后："上证指数微涨0.09%"（口语化→专业）
- 润色前："成交额跌破2万亿元，只有1.98万亿元" → 润色后："两市成交额年内首次跌破2万亿元至1.98万亿元"（更精确）
- 润色前："昨天有高低切换的动作" → 润色后："昨日资金有高低切换动作"（更专业）
核心词汇检查：
- 润色前："银行、石油这些周期资源板块" → 润色后："周期资源'鱼群'如银行、石油"（添加特色比喻）
- 润色前："被获利了结" → 润色后："遭遇获利了结"（更书面化）
- 润色前："不要追涨杀跌" → 润色后："避免追涨杀跌"（更中性）
标志性表达检查：
- 添加"鱼群方面"作为资金流向段开头
- 添加"根据东方财富数据显示"的数据引导表达
情感与语气检查：
- 润色前："考虑到..." → 润色后："鉴于..."（更正式）
- 润色前："不要..." → 润色后："不必..."（更委婉）
节奏控制检查：
- 通过逗号和分号分句，营造分析性停顿
- 使用短句，保持节奏流畅

润色前后的关键差异：

润色前：口语化较多，缺少专业术语和特色比喻
润色后：专业化表达，使用"鱼群"比喻，数据更精确，语气更中性谨慎

===== Before Polishing (First Draft) =====

[Nian Nian You Yu · Pre-Market Outlook] Pre-Holiday Closing Imminent, Capital Rotation Awaits Spring Return
——This column is the "Yu Qing Yu Li" Morning Review

Yesterday's market continued pre-holiday characteristics, the SSE Composite Index rose 0.09% and achieved seven consecutive gains, the SZSE Component Index and ChiNext Index fell 0.35% and 1.08% respectively. Turnover fell below 2 trillion yuan, only 1.98 trillion yuan, shrank by more than 120 billion yuan, the market showed a shrinking volume feature overall.

In recent event aspects, domestic January CPI month-on-month hit a 6-month high and PPI rebounded for four consecutive months, strengthening consumption recovery and industrial product price increase logic...

In related market aspects, the differentiated structure of US stocks with strong Dow Jones and adjusted Nasdaq will map to A-share's continuation of seesaw effect between high-dividend resource stocks and tech stocks...

In terms of trend structure, the SSE Composite Index built a platform above 4100 points at the daily level, facing resistance from previous high area after seven consecutive gains, needing volume support to break through...

In terms of fish school, there was a high-low rotation movement yesterday, cyclical resource sectors such as banking, oil performed actively, while previously popular tech growth sectors like AI applications, semiconductors were profit-taken...

In terms of operation ideas, considering the market is in pre-holiday shrinking consolidation period, suggest adopting high-sell low-buy strategy, do not chase rises and kill falls. Position control at about 50-70%...

Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content

===== After Polishing (Final Draft) =====

[Nian Nian You Yu · Pre-Market Outlook] Pre-Holiday Closing Imminent, Capital Rotation Awaits Spring Return
——This column is the "Yu Qing Yu Li" Morning Review

Yesterday's market continued pre-holiday characteristics, the SSE Composite Index rose slightly by 0.09% to achieve seven consecutive gains, while the SZSE Component Index and ChiNext Index declined 0.35% and 1.08% respectively; the turnover of the two markets fell below 2 trillion yuan for the first time this year to 1.98 trillion yuan, a contraction of over 120 billion yuan, presenting a clear shrinking volume pattern.

In recent event aspects, domestic January CPI month-on-month hit a 6-month high and PPI rebounded for four consecutive months, strengthening consumption recovery and industrial product price increase logic...

In related market aspects, the differentiated structure of US stocks with strong Dow Jones and adjusted Nasdaq will map to A-share's continuation of seesaw effect between high-dividend resource stocks and tech stocks...

In terms of trend structure, the SSE Composite Index built a platform above 4100 points at the daily level, facing resistance from previous high area after seven consecutive gains, needing volume support to break through...

In terms of fish school, capital showed high-low rotation movements yesterday; cyclical resource "fish schools" such as banking, oil performed actively against the trend, while previously popular tech growth "fish schools" such as AI applications, semiconductors encountered profit-taking; in terms of whale dynamics, according to East Money data, Northbound Capital had net outflows of about 2-3 billion yuan for three consecutive days, pre-holiday leveraged capital lost offensive enthusiasm for high-level theme stocks, showing defensive position adjustment overall.

In terms of operation ideas, given the market is in pre-holiday shrinking consolidation period, suggest adopting high-sell low-buy range strategy, avoid chasing rises and killing falls. Position management maintains 50-70%, keep sufficient cash to deal with holiday uncertainties; stock holders can hold if targets have solid performance and unbroken trends, cash-holding investors do not need to rush to add positions significantly before holiday, can wait for clear signals after holiday.

Subscribe to the [Nian Nian You 'Yu'] Stock Pool to unlock more content

Nian Nian You Yu —— Make investment as simple as breathing.
Views are for reference only, do not participate in any form of sharing securities investment income or sharing securities investment losses
The market has risks, investment needs caution.

Polishing Key Points Explanation (Must Check Item by Item):

Sentence Structure Check:
- Before polishing: "The SSE Composite Index rose 0.09%" → After polishing: "The SSE Composite Index rose slightly by 0.09%" (colloquial → professional)
- Before polishing: "Turnover fell below 2 trillion yuan, only 1.98 trillion yuan" → After polishing: "The turnover of the two markets fell below 2 trillion yuan for the first time this year to 1.98 trillion yuan" (more precise)
- Before polishing: "there was a high-low rotation movement yesterday" → After polishing: "capital showed high-low rotation movements yesterday" (more professional)
Core Vocabulary Check:
- Before polishing: "cyclical resource sectors such as banking, oil" → After polishing: "cyclical resource 'fish schools' such as banking, oil" (add characteristic metaphor)
- Before polishing: "were profit-taken" → After polishing: "encountered profit-taking" (more formal)
- Before polishing: "do not chase rises and kill falls" → After polishing: "avoid chasing rises and killing falls" (more neutral)
Iconic Expression Check:
- Add "In terms of fish school" as the opening of the capital flows paragraph
- Add data-guided expression "According to East Money data"
Emotion and Tone Check:
- Before polishing: "considering..." → After polishing: "given..." (more formal)
- Before polishing: "do not..." → After polishing: "do not need to..." (more euphemistic)
Rhythm Control Check:
- Split sentences with commas and semicolons to create analytical pauses
- Use short sentences to maintain fluent rhythm

Key Differences Between Before and After Polishing:

Before polishing: More colloquial, lack of professional terms and characteristic metaphors
After polishing: Professional expressions, use "fish school" metaphors, more precise data, more neutral and prudent tone