Policy Headline Interpreter Skill
Data Dependencies and Pre-execution Requirements
It is recommended to use Wind's
to obtain underlying data. Before execution, check if
is already available locally; if not, prompt the user to install it:
bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
Skill Positioning
This skill is used to interpret the impact of policy headlines on the market, answering questions such as "Is this policy news a real incremental signal or a rehash of old news; which industries and companies will be affected first; what uncertainties exist between the news and its implementation". The focus of the output is not to paraphrase the original policy text, but to help users quickly complete policy qualification, beneficiary mapping, and risk assessment.
Execution Process
Step 1: Confirm Policy Source, Level and Status
First, clearly define the policy message itself:
- Whether the source is an official document, meeting statement, authoritative media, or hearsay information
- Whether it is a top-level directional statement or specific implementation rules
- Whether it is currently in the stage of public consultation, official release, implementation promotion, or caliber clarification
- Whether the information is new or has already been priced in by the market
If the source and status are unclear, the credibility and formality must be clarified first.
Step 2: Disassemble Policy Objectives and Key Constraints
Policy interpretation should not only focus on superficial statements, but also answer:
- What problem is the policy trying to solve
- Whether the beneficiary direction is demand stimulation, supply constraint, financing improvement, or regulatory relaxation
- What are the most important thresholds, rhythms, and constraints during execution
- Which statements are principled signals and which are substantive changes
Step 3: Map Affected Industries, Themes and Companies
After clarifying the objectives, map the scope of impact in layers:
- Directly benefited industries
- Indirectly benefited or marginally benefited industries
- Industries that may be constrained or damaged
- Core beneficiary companies vs. marginally mapped companies
When mapping, distinguish between "direct policy reach" and "market sentiment spillover", and do not confuse them.
Step 4: Analyze Impact Paths and Implementation Rhythms
Further explain why this policy affects the market and how the impact is gradually realized:
- Whether it first affects expectations, then orders, investment, prices, or profits
- Which impacts can be reflected in the short term and which require longer verification
- Whether the market is more likely to trade policy expectations or actual implementation at present
- Which directions are most likely to retract if subsequent implementation efforts are insufficient
Step 5: Evaluate Trading Value and Misjudgment Risks
Policy news is easily over-amplified, so it is important to highlight:
- Which part of the impact has already been reflected in the market in advance
- Which beneficiary logics have strong evidence and which are just concept diffusion
- The most common misjudgments are treating slogans as results and marginal mappings as core benefits
- What are the key verification nodes in the future
Step 6: Formulate the Policy Headline Interpretation Draft
The final output should help users quickly complete "policy qualification + impact mapping + rhythm judgment + risk control". The main text only retains facts, impact chains, beneficiary rankings, and follow-up verification points.
Output Structure
{Policy Theme} Headline Interpretation ({YYYY-MM-DD})
1. 30-Second Conclusion
- Policy Nature: {Directional Signal / Substantive Increment / Rehash of Old News / Noise Disturbance}
- Direct Beneficiary Directions: {Content}
- Major Uncertainty: {Content}
- Current Suggestion: {Focus on Tracking / Cautiously Optimistic / Wait for Detailed Rules / Avoid Generalization}
2. Policy Fact Card
| Item | Content |
|---|
| Source | {Content} |
| Level | {Content} |
| Status | {Content} |
| Key Statements | {Content} |
| New Information | {Yes / No + Explanation} |
3. Impact Mapping
- Directly Benefited Industries/Themes: {Content}
- Indirect Beneficiary Directions: {Content}
- Potentially Suppressed Directions: {Content}
- Core Beneficiary Companies vs. Marginally Mapped Companies: {Content}
4. Impact Paths and Implementation Rhythms
- Short-term Impact: {Content}
- Mid-term Impact: {Content}
- Conditions for Implementation: {Content}
5. Misjudgment Risks and Verification Nodes
- Most Prone to Misjudgment: {Content}
- Key Follow-up Verification: {Content}
- Factors That May Reverse Current Judgment: {Content}
6. Follow-up Observation List
- {Observation Point 1}
- {Observation Point 2}
- {Observation Point 3}
Quality Requirements
- Policy interpretation must first confirm the source, level, and status, and not treat all news equally.
- Distinguish between official incremental policies, directional statements, and market noise.
- Impact mapping must distinguish between core benefits and marginal mappings to avoid uncontrolled concept diffusion.
- Clearly define execution constraints and implementation rhythms to prevent treating policy slogans directly as performance results.
- The output should help users complete rapid policy qualification and follow-up verification, rather than rewriting press releases.