[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M6HQAE4R64JDMBBKCVBEZGDK":3,"skill-same:01M6HQAE4R64JDMBBKCVBEZGDK":58},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":14,"licenseFileUrl":6,"sourceHtmlUrl":15,"categories":16,"keywords":22,"publishedAt":32,"linkOnly":33,"markdownContent":34,"markdownBody":35,"frontMatter":36,"refName":37,"commitSha":38,"skillDirectory":39,"forksCount":40,"repositoryHtmlUrl":41,"repositoryHomepageUrl":6,"ownerHtmlUrl":42,"ownerBlogUrl":6,"ownerDescription":6,"updatedAt":43,"install":44,"resources":57},"01M6HQAE4R64JDMBBKCVBEZGDK","fund-crowding",null,"用于基金重仓股拥挤度分析，聚焦机构行为、拥挤交易、风险管理、组合研究。适用于问题回答、撰写报告、撰写金融类文章等场景。输出内容较多，不适合简单对话场景。各类信息与数据通过 finance-data plugin 获取。用户想判断某只基金重仓股到底是\"机构共识优质资产\"，还是\"已经过度拥挤、稍有不及预期就容易踩踏\"的标的。","welflau\u002Fai-dev-system","welflau","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F7010385?v=4","01M6HPTDGF18RFY07M229P8CTM","01M6HPTDMRMZCJPYBFEA9XVVYT",3,"MIT","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcb_teams_marketplace\u002Fplugins\u002Fa-share-analysis\u002Fskills\u002Ffund-crowding\u002FSKILL.md",[17],{"categoryNo":18,"categoryName":19,"taxonomyType":20,"taxonomyTypeDesc":21},"01JBSEEDCAT000000000000033","数据分析师","PROFESSION","适用职业",[23,24,25,26,27,28,29,30,31],"fund","fund crowding","plugin","finance","data","对话","数据","报告","文章","2026-11-10 10:12:30",false,"---\nname: fund-crowding\ndescription: 用于基金重仓股拥挤度分析，聚焦机构行为、拥挤交易、风险管理、组合研究。适用于问题回答、撰写报告、撰写金融类文章等场景。输出内容较多，不适合简单对话场景。各类信息与数据通过 finance-data plugin 获取。用户想判断某只基金重仓股到底是\"机构共识优质资产\"，还是\"已经过度拥挤、稍有不及预期就容易踩踏\"的标的。\n---\n\n# 基金重仓拥挤度\n\n**Skill 分类**  \n机构行为 \u002F 拥挤交易 \u002F 风险管理 \u002F 组合研究\n\n**适用人群**  \n中长线投资者、基金持仓跟踪用户、组合管理用户、研究员\n\n**适用场景**  \n用户想判断某只基金重仓股到底是\"机构共识优质资产\"，还是\"已经过度拥挤、稍有不及预期就容易踩踏\"的标的。\n\n**输入**  \n股票名称 \u002F 基金持仓数据 \u002F 行业持仓集中情况 \u002F 估值水平 \u002F 股价位置\n\n**输出结构**  \n1. 机构拥挤度判断  \n2. 拥挤来源  \n3. 拥挤的好处与风险  \n4. 当前是否过度一致  \n5. 去拥挤的触发因素  \n6. 投资策略建议  \n7. 结论\n\n## 数据获取\n\n本技能通过 finance-data plugin 获取所需的金融数据，包括基金持仓、行业集中度、估值水平等。\n\n## System Prompt\n\n你是一名基金持仓与拥挤交易研究专家，擅长分析机构一致性持仓、共识交易与去拥挤风险。\n\n你的任务是：  \n围绕用户关注的个股，判断其机构持仓是否已经过于集中，拥挤是基于扎实基本面还是抱团交易，以及未来是否存在明显的去拥挤风险。\n\n请按以下框架分析：\n\n第一步：判断拥挤度。  \n请从以下维度判断：  \n- 基金持仓比例  \n- 持仓集中度  \n- 同类机构共识程度  \n- 股价位置  \n- 估值水平  \n不要只因为\"很多基金持有\"就断言拥挤，关键在一致性与位置。\n\n第二步：分析拥挤来源。  \n拥挤可能来自：  \n- 真正优质基本面  \n- 赛道高景气  \n- 流动性偏好集中  \n- 机构缺乏替代品  \n- 业绩确定性溢价  \n必须分清是\"好公司自然拥挤\"还是\"资金抱团推高\"。\n\n第三步：分析拥挤的正反面。  \n拥挤不一定是坏事。  \n在业绩持续兑现阶段，拥挤可以维持很久；  \n但一旦业绩、景气或风格变化，去拥挤会很剧烈。  \n请写清楚两面性。\n\n第四步：判断当前是否过度一致。  \n分析当前市场对公司的主要预期是否已经非常统一。  \n如果预期过于一致，边际上更容易出现\"超预期也不涨\"。  \n这一点必须重点判断。\n\n第五步：识别去拥挤触发器。  \n例如：  \n- 业绩低于高预期  \n- 增速放缓  \n- 行业景气转弱  \n- 风格切换  \n- 监管与估值压缩  \n请明确这些触发因素。\n\n第六步：给出策略建议。  \n告诉用户这是：  \n- 可以继续跟随的共识资产  \n- 只适合回调后参与  \n- 更适合左侧等待  \n- 需重点防去拥挤风险  \n结论必须具体。\n\n输出要求：\n\n- 不要把拥挤简单等于风险  \n- 必须区分高质量共识与脆弱共识  \n- 必须把估值、位置、预期统一度一起考虑  \n- 输出要有机构视角\n\n**固定输出模板：**\n\n【1.机构拥挤度判断】  \n【2.拥挤来源】  \n【3.拥挤的正反面】  \n【4.当前一致性预期评估】  \n【5.去拥挤触发因素】\n","# 基金重仓拥挤度\n\n**Skill 分类**  \n机构行为 \u002F 拥挤交易 \u002F 风险管理 \u002F 组合研究\n\n**适用人群**  \n中长线投资者、基金持仓跟踪用户、组合管理用户、研究员\n\n**适用场景**  \n用户想判断某只基金重仓股到底是\"机构共识优质资产\"，还是\"已经过度拥挤、稍有不及预期就容易踩踏\"的标的。\n\n**输入**  \n股票名称 \u002F 基金持仓数据 \u002F 行业持仓集中情况 \u002F 估值水平 \u002F 股价位置\n\n**输出结构**  \n1. 机构拥挤度判断  \n2. 拥挤来源  \n3. 拥挤的好处与风险  \n4. 当前是否过度一致  \n5. 去拥挤的触发因素  \n6. 投资策略建议  \n7. 结论\n\n## 数据获取\n\n本技能通过 finance-data plugin 获取所需的金融数据，包括基金持仓、行业集中度、估值水平等。\n\n## System Prompt\n\n你是一名基金持仓与拥挤交易研究专家，擅长分析机构一致性持仓、共识交易与去拥挤风险。\n\n你的任务是：  \n围绕用户关注的个股，判断其机构持仓是否已经过于集中，拥挤是基于扎实基本面还是抱团交易，以及未来是否存在明显的去拥挤风险。\n\n请按以下框架分析：\n\n第一步：判断拥挤度。  \n请从以下维度判断：  \n- 基金持仓比例  \n- 持仓集中度  \n- 同类机构共识程度  \n- 股价位置  \n- 估值水平  \n不要只因为\"很多基金持有\"就断言拥挤，关键在一致性与位置。\n\n第二步：分析拥挤来源。  \n拥挤可能来自：  \n- 真正优质基本面  \n- 赛道高景气  \n- 流动性偏好集中  \n- 机构缺乏替代品  \n- 业绩确定性溢价  \n必须分清是\"好公司自然拥挤\"还是\"资金抱团推高\"。\n\n第三步：分析拥挤的正反面。  \n拥挤不一定是坏事。  \n在业绩持续兑现阶段，拥挤可以维持很久；  \n但一旦业绩、景气或风格变化，去拥挤会很剧烈。  \n请写清楚两面性。\n\n第四步：判断当前是否过度一致。  \n分析当前市场对公司的主要预期是否已经非常统一。  \n如果预期过于一致，边际上更容易出现\"超预期也不涨\"。  \n这一点必须重点判断。\n\n第五步：识别去拥挤触发器。  \n例如：  \n- 业绩低于高预期  \n- 增速放缓  \n- 行业景气转弱  \n- 风格切换  \n- 监管与估值压缩  \n请明确这些触发因素。\n\n第六步：给出策略建议。  \n告诉用户这是：  \n- 可以继续跟随的共识资产  \n- 只适合回调后参与  \n- 更适合左侧等待  \n- 需重点防去拥挤风险  \n结论必须具体。\n\n输出要求：\n\n- 不要把拥挤简单等于风险  \n- 必须区分高质量共识与脆弱共识  \n- 必须把估值、位置、预期统一度一起考虑  \n- 输出要有机构视角\n\n**固定输出模板：**\n\n【1.机构拥挤度判断】  \n【2.拥挤来源】  \n【3.拥挤的正反面】  \n【4.当前一致性预期评估】  \n【5.去拥挤触发因素】\n",{"name":5,"description":7},"main","18d0e63d1313ca87098f614aa7c1e2dcf6de79c7","backend\u002Fskills\u002Fmarketplace\u002Fcb_teams_marketplace\u002Fplugins\u002Fa-share-analysis\u002Fskills\u002Ffund-crowding",1,"https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system","https:\u002F\u002Fgithub.com\u002Fwelflau","2026-11-10 11:14:25",{"source":8,"skillName":5,"commands":45,"prompt":55,"zipAvailable":56},[46,49,52],{"tool":47,"command":48},"npx","npx skills add welflau\u002Fai-dev-system --skill fund-crowding",{"tool":50,"command":51},"bunx","bunx skills add welflau\u002Fai-dev-system --skill fund-crowding",{"tool":53,"command":54},"pnpm","pnpm dlx skills add welflau\u002Fai-dev-system --skill fund-crowding","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcb_teams_marketplace\u002Fplugins\u002Fa-share-analysis\u002Fskills\u002Ffund-crowding\u002FSKILL.md",true,[],[59,94,124,149,175,199],{"skillNo":60,"name":61,"nameZh":6,"description":62,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":63,"licenseFileUrl":64,"sourceHtmlUrl":65,"categories":66,"keywords":72,"publishedAt":32},"01M6HSTDP4M3JFXEBK91VFB4PA","web-artifacts-builder","Suite of tools for creating elaborate, multi-component claude.ai HTML artifacts using modern frontend web technologies (React, Tailwind CSS, shadcn\u002Fui). Use for complex artifacts requiring state management, routing, or shadcn\u002Fui components - not for simple single-file HTML\u002FJSX artifacts.","Apache-2.0","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Fweb-artifacts-builder\u002FLICENSE.txt","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Fweb-artifacts-builder\u002FSKILL.md",[67],{"categoryNo":68,"categoryName":69,"taxonomyType":70,"taxonomyTypeDesc":71},"01JBSEEDCAT000000000000009","前端开发","SCENARIO","使用场景",[73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93],"web artifacts builder","web","artifacts","artifacts builder","builder","frontend","css","components","react","routing","state management","state","file","Tailwind","use","single-file","simple","ui components","multi","for","single",{"skillNo":95,"name":96,"nameZh":6,"description":97,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":63,"licenseFileUrl":98,"sourceHtmlUrl":99,"categories":100,"keywords":108,"publishedAt":32},"01M6HSDXH0JSP8R3QTNY9XZ8HN","frontend-design","Create distinctive, production-grade frontend interfaces with high design quality. Use this skill when the user asks to build web components, pages, artifacts, posters, or applications (examples include websites, landing pages, dashboards, React components, HTML\u002FCSS layouts, or when styling\u002Fbeautifying any web UI). Generates creative, polished code and UI design that avoids generic AI aesthetics.","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Ffrontend-design\u002FLICENSE.txt","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Ffrontend-design\u002FSKILL.md",[101,102,105],{"categoryNo":68,"categoryName":69,"taxonomyType":70,"taxonomyTypeDesc":71},{"categoryNo":103,"categoryName":104,"taxonomyType":70,"taxonomyTypeDesc":71},"01JBSEEDCAT000000000000015","视觉设计",{"categoryNo":106,"categoryName":107,"taxonomyType":20,"taxonomyTypeDesc":21},"01JBSEEDCAT000000000000032","设计师",[78,109,110,79,74,80,81,111,112,113,75,114,115,116,87,117,118,119,120,121,122,123],"design","frontend design","react components","create","code","examples","applications","landing","ui design","pages","aesthetics","web ui","with","generic","when",{"skillNo":125,"name":126,"nameZh":6,"description":127,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":63,"licenseFileUrl":128,"sourceHtmlUrl":129,"categories":130,"keywords":132,"publishedAt":32},"01M6HSA77QYVP7A72HREGTDN2C","algorithmic-art","Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration. Use this when users request creating art using code, generative art, algorithmic art, flow fields, or particle systems. Create original algorithmic art rather than copying existing artists' work to avoid copyright violations.","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Falgorithmic-art\u002FLICENSE.txt","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fplugins\u002Falgorithmic-art\u002FSKILL.md",[131],{"categoryNo":103,"categoryName":104,"taxonomyType":70,"taxonomyTypeDesc":71},[133,134,135,112,113,136,137,138,139,87,140,141,142,143,121,144,145,146,147,148,123],"algorithmic art","Art","algorithmic","flow","js","work","interactive","generative art","exploration","systems","users","Existing","request","generative","copyright","fields",{"skillNo":150,"name":151,"nameZh":6,"description":152,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":63,"licenseFileUrl":153,"sourceHtmlUrl":154,"categories":155,"keywords":157,"publishedAt":32},"01M6HS9HE0X390Y6RQKTY1YNGJ","theme-factory","Toolkit for styling artifacts with a theme. These artifacts can be slides, docs, reportings, HTML landing pages, etc. There are 10 pre-set themes with colors\u002Ffonts that you can apply to any artifact that has been creating, or can generate a new theme on-the-fly.","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fexternal_plugins\u002Ftheme-factory\u002FLICENSE.txt","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fexternal_plugins\u002Ftheme-factory\u002FSKILL.md",[156],{"categoryNo":103,"categoryName":104,"taxonomyType":70,"taxonomyTypeDesc":71},[158,159,160,161,162,163,75,164,165,166,116,167,168,118,169,121,170,171,172,92,173,174],"theme factory","factory","theme","docs","toolkit","generate","SET","fly","slides","styling","artifact","themes","you","fonts","can","apply","new",{"skillNo":176,"name":177,"nameZh":6,"description":178,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":14,"licenseFileUrl":6,"sourceHtmlUrl":179,"categories":180,"keywords":184,"publishedAt":32},"01M6HS74GASM6FJ77F83EY679E","browsing","Use when you need direct browser control - teaches Chrome DevTools Protocol for controlling existing browser sessions, multi-tab management, form automation, and content extraction via use_browser MCP tool","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fexternal_plugins\u002Fsuperpowers-chrome\u002Fskills\u002Fbrowsing\u002FSKILL.md",[181],{"categoryNo":182,"categoryName":183,"taxonomyType":70,"taxonomyTypeDesc":71},"01JBSEEDCAT000000000000023","Skill与智能体开发",[177,185,186,187,188,189,190,191,192,193,194,87,195,196,197,198,91,170,92,144],"MCP","automation","chrome","sessions","protocol","browser","devtools","chrome devtools","tool","direct","browser control","control","via","form",{"skillNo":200,"name":201,"nameZh":6,"description":202,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":6,"repositoryNo":12,"starsCount":13,"licenseSpdxId":63,"licenseFileUrl":203,"sourceHtmlUrl":204,"categories":205,"keywords":212,"publishedAt":32},"01M6HS6BZT2CKDNQ6YF20DXN4T","slack-gif-creator","Knowledge and utilities for creating animated GIFs optimized for Slack. Provides constraints, validation tools, and animation concepts. Use when users request animated GIFs for Slack like \"make me a GIF of X doing Y for Slack.\"","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fexternal_plugins\u002Fslack-gif-creator\u002FLICENSE.txt","https:\u002F\u002Fgithub.com\u002Fwelflau\u002Fai-dev-system\u002Fblob\u002Fmain\u002Fbackend\u002Fskills\u002Fmarketplace\u002Fcodebuddy-plugins-official\u002Fexternal_plugins\u002Fslack-gif-creator\u002FSKILL.md",[206,209],{"categoryNo":207,"categoryName":208,"taxonomyType":70,"taxonomyTypeDesc":71},"01JBSEEDCAT000000000000005","邮件与沟通",{"categoryNo":210,"categoryName":211,"taxonomyType":70,"taxonomyTypeDesc":71},"01JBSEEDCAT000000000000016","图像与多媒体",[213,214,215,216,217,218,219,220,221,87,222,143,223,224,225,92,145,123],"slack gif creator","slack","gif","creator","validation","Tools","constraints","Animation","knowledge","me","make","Utilities","concepts"]