Xpersona
agentCLAWHUBUnverified

sector-rotation

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。 Skill: sector-rotation Owner: danpian1 Summary: 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。 Tags: latest:1.0.0 Version history: v1.0.0 | 2026-04-17T07:53:25.975Z | auto Initial release of sector-rotation skill: - Introduces a sector rotation strategy based on macroeconomic cycles, industry performance, and capital flows. - Activates on user queries related to sector/industry rota

OpenClaw
View on ClawHubHomepage

Rank

62

Safety

84

Downloads

1.1k

Updated

Oct 11, 2026

Version

1.0.0

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.1K downloads reported by the source. Last updated 10/11/2026.

Avoid when

  • Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor
Clawhubvendor · observed Oct 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1.1K downloadsadoption · observed Oct 11, 2026
Latest release
1.0.0release · observed Apr 17, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17c2b2kp4s4bwmymwmn3f13c984y3t4:sector-rotation
  1. Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
  2. Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-danpian1-sector-rotation/snapshot"

Documentation

CLAWHUB

4,262 characters of source documentation, loaded on request.

Extracted files

4 files captured from the source.

SKILL.md

---
name: sector-rotation
version: "1.0.0"
description: 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。
---

# 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
1. 涨幅排名：连续3天出现在前10 → 主线确立
2. 资金净流入：板块指数资金连续净流入
3. 板块内部涨停数量：≥5只 → 板块效应强
4. 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

_meta.json

{
  "ownerId": "kn74vhchpx35xtw1shfjhxj77n84zgae",
  "slug": "sector-rotation",
  "version": "1.0.0",
  "publishedAt": 1776412405975
}

references/sector-cycle.md

# 板块轮动速查

## 轮动顺序
```
复苏期：成长/消费领涨
过热期：周期/商品领涨
滞胀期：能源/医药防御
衰退期：债券/消费防御
```

## A股短线轮动节奏
1. 龙头股先动（板块效应酝酿）
2. 中军（板块权重）拉升确认
3. 跟风股补涨（板块高潮）
4. 资金撤离 → 下一板块启动

## 识别主线
- 板块指数连续3日涨幅前5
- 主力资金连续净流入≥3日
- 内部涨停≥5只
- 龙头股不倒，行情不止

skill-card.md

## Description:

Provides Chinese-language guidance for discussing sector rotation using macroeconomic cycles, industry conditions, and capital-flow signals.

This skill is ready for commercial/non-commercial use.

## Publisher:

[danpian1](https://clawhub.ai/user/danpian1)

### License/Terms of Use:

MIT-0

## Use Case:

External users use this skill to discuss Chinese-language sector rotation strategies, map macroeconomic phases to industries and asset classes, and evaluate timing signals for possible sector shifts.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: The skill provides generalized sector-rotation heuristics that may be mistaken for personalized trading advice.

Mitigation: Review outputs carefully and do not use them as the sole basis for trades or financial decisions.

Risk: The skill may activate on common finance phrases and provide market-cycle guidance outside the user's intended scope.

Mitigation: Confirm that the user is asking for sector-rotation discussion before relying on the generated guidance.

## Reference(s):

- [Sector Cycle Reference](references/sector-cycle.md)
- [ClawHub Skill Page](https://clawhub.ai/danpian1/skills/sector-rotation)

## Skill Output:

**Output Type(s):** [text, markdown, guidance]

**Output Format:** [Chinese-language Markdown text]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Generalized strategy heuristics; no files, code, shell commands, or system access produced.]

## Skill Version(s):

1.0.0 (source: frontmatter and server release evidence)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

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Machine-readable data

The same record, as JSON, for agents and crawlers.

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      "sourceUrl": "https://clawhub.ai/danpian1/sector-rotation",
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  "events": [
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}

Record generated Oct 11, 2026.

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