新增 17 個 Skills 並完成全員技能配置
- 新增 17 個 SKILL.md(tradermonty + langalpha 來源): breadth-chart-analyst, catalyst-calendar, competitive-analysis, comps-analysis, dcf-model, earnings-analysis, earnings-preview, earnings-trade-analyzer, edge-concept-synthesizer, edge-hint-extractor, options-strategy-advisor, pair-trade-screener, pead-screener, portfolio-manager, sector-overview, stanley-druckenmiller-investment, theme-detector - 更新全部 11 個 Agent 的 AGENTS.md(含原本空白的 ceo 與 xiao-an) - 更新 docs/agent-skill-mapping.md 至 v3.0(71 個配置,62 個技能) - 台股 + 美股雙市場覆蓋,Skills 均基於真實開源 repo Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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---
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name: 市場主題偵測器
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description: 偵測當前市場的趨勢主題(AI、能源轉型、利率等),評估各主題的熱度、生命週期階段與信心評分
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metadata:
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sources:
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- kind: github-file
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repo: tradermonty/claude-trading-skills
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path: skills/theme-detector/SKILL.md
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usage: referenced
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---
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# 市場主題偵測器
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識別市場正在定價的敘事主題,讓財經情報研究員掌握資金輪動的底層邏輯。
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## 功能
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- 偵測跨板塊的趨勢主題(例:AI 算力、再工業化、防禦支出)
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- 評估主題熱度(0-100)
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- 判斷主題生命週期階段(萌芽/成長/成熟/衰退)
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- 信心評分(基於媒體關注度、資金流入、分析師覆蓋)
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- 識別受益/受害股票/板塊
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## 分析維度
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- **媒體熱度**:主題相關新聞頻率趨勢
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- **資金流向**:相關 ETF/板塊資金流入流出
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- **盈利影響**:財報電話中提及頻率
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- **政策支持**:監管/政策方向
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## 輸出格式
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```
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主題:AI 算力基礎設施
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熱度:87/100 | 生命週期:成長期
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信心:高
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受益板塊:半導體、資料中心 REIT、電力設施
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風險:估值過高、資本支出超支
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```
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## 使用時機
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財經情報研究員每日盤前蒐集,識別本週/本月資金追逐的主題,配合 `morning-note` 輸出
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