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longbridge-sector-monitor

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-sector-monitor

longbridge-sector-monitor

Prompt-only analysis skill. Tracks sector rotation over 6–12 months by locating the current economic cycle phase and mapping it to historically favoured sectors. Provides ongoing allocation recommendations rather than a point-in-time snapshot.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
仅基于提示词的分析Skill。通过定位当前经济周期阶段，并将其映射到历史上表现偏好的行业，跟踪6-12个月的行业轮动情况。提供持续的配置建议，而非时点快照。
响应语言：匹配用户输入语言——简体中文 / 繁体中文 / 英文。

When to use

使用场景

  • "当前经济周期在哪个阶段", "where are we in the economic cycle", "當前經濟週期在哪個階段"
  • "行业配置建议", "sector allocation recommendation", "行業配置建議"
  • "现在应该超配哪些行业", "which sectors to overweight now"
  • "防御性板块 vs 顺周期板块", "defensive vs cyclical sectors"
  • "行业轮动跟踪", "sector rotation tracking over 6 months"
For a quick point-in-time sector strength ranking use 
longbridge-sector-rotation
. For single-stock capital flow use 
longbridge-capital-flow
.
  • "当前经济周期在哪个阶段", "where are we in the economic cycle", "當前經濟週期在哪個階段"
  • "行业配置建议", "sector allocation recommendation", "行業配置建議"
  • "现在应该超配哪些行业", "which sectors to overweight now"
  • "防御性板块 vs 顺周期板块", "defensive vs cyclical sectors"
  • "行业轮动跟踪", "sector rotation tracking over 6 months"
如需快速获取时点行业强度排名，请使用
longbridge-sector-rotation
。如需个股资金流分析，请使用
longbridge-capital-flow
。

Economic cycle framework

经济周期框架

Phase阶段Key macro signalsFavoured sectors
Recovery / 复苏GDP turning up, unemployment falling, rates lowConsumer discretionary, Financials, Real estate
Overheating / 过热GDP above trend, inflation rising, rates risingEnergy, Materials, Industrials
Stagflation / 滞涨Growth slowing, inflation still highHealthcare, Consumer staples, Utilities
Recession / 衰退GDP contracting, unemployment risingUtilities, Consumer staples, Government bonds proxy
阶段（英文）阶段（中文）关键宏观信号偏好行业
Recovery / 复苏GDP回升，失业率下降，利率低位可选消费、金融、房地产
Overheating / 过热GDP高于趋势水平，通胀上升，利率上行能源、材料、工业
Stagflation / 滞涨增长放缓，通胀仍处于高位医疗保健、必需消费、公用事业
Recession / 衰退GDP收缩，失业率上升公用事业、必需消费、政府债券替代品种

CLI

CLI

Run 
longbridge <subcommand> --help
to verify exact flags before use:
bash
undefined
使用前请运行
longbridge <subcommand> --help
确认具体参数：
bash
undefined

Index constituents to identify sector universe

指数成分股，用于确定行业范围

longbridge constituent <INDEX> --format json
longbridge constituent <INDEX> --format json

120-day kline for sector ETFs / indices (trend tracking)

行业ETF/指数的120日K线（趋势跟踪）

longbridge kline <SECTOR_ETF> --period day --count 120 --format json
longbridge kline <SECTOR_ETF> --period day --count 120 --format json

Capital flow for individual sector symbols

单个行业标的的资金流

longbridge capital <SYMBOL> --flow --format json
longbridge capital <SYMBOL> --flow --format json

If unsure about flags:

若不确定参数：

longbridge constituent --help longbridge kline --help longbridge capital --help
undefined
longbridge constituent --help longbridge kline --help longbridge capital --help
undefined

Workflow

工作流程

  1. Clarify scope — market (A-share / HK / US) and horizon (6-month / 12-month). Default: A-share, 6-month.
  2. Select sector proxies:
    • A-share: 申万一级行业指数 (e.g. 
      801750.SH
      IT, 
      801780.SH
      Financials, 
      801730.SH
      Utilities)
    • US: SPDR ETFs (
      XLK.US
      , 
      XLF.US
      , 
      XLE.US
      , 
      XLV.US
      , 
      XLY.US
      , 
      XLP.US
      , 
      XLU.US
      , 
      XLB.US
      )
    • HK: HSI sector sub-indices or representative ETFs
  3. Fetch 120-day kline for each sector proxy:
    bash
    longbridge kline <SECTOR> --period day --count 120 --format json
  4. Compute trend metrics in-LLM:
    • 20d, 60d, 120d returns for each sector
    • Trend direction: 20d MA vs 60d MA (above = uptrend)
  5. Fetch capital flow for top and bottom 3 sectors by 60d return:
    bash
    longbridge capital <SECTOR> --flow --format json
  6. Locate economic cycle phase using trend patterns and macro context provided by the user (or inferred from sector behaviour):
    • Broad market trend + sector leadership pattern → infer phase
  7. Map to allocation recommendation: overweight sectors favoured in current phase; underweight laggards.
  8. Output monitoring report; cite Longbridge Securities; end with disclaimer.
  1. 明确范围——市场（A股/港股/美股）和时间跨度（6个月/12个月）。默认：A股，6个月。
  2. 选择行业替代标的：
    • A股：申万一级行业指数（例如
      801750.SH
      信息技术、
      801780.SH
      金融、
      801730.SH
      公用事业）
    • 美股：SPDR ETF（
      XLK.US
      、
      XLF.US
      、
      XLE.US
      、
      XLV.US
      、
      XLY.US
      、
      XLP.US
      、
      XLU.US
      、
      XLB.US
      ）
    • 港股：恒生行业分指数或代表性ETF
  3. 获取每个行业替代标的的120日K线：
    bash
    longbridge kline <SECTOR> --period day --count 120 --format json
  4. 在大语言模型中计算趋势指标：
    • 各行业的20日、60日、120日收益率
    • 趋势方向：20日均线 vs 60日均线（高于则为上涨趋势）
  5. 获取60日收益率排名前三和后三的行业的资金流：
    bash
    longbridge capital <SECTOR> --flow --format json
  6. 结合趋势模式和用户提供的宏观背景（或从行业表现推断）定位经济周期阶段：
    • 整体市场趋势 + 行业领涨模式 → 推断周期阶段
  7. 映射至配置建议：超配当前周期阶段偏好的行业；低配表现落后的行业。
  8. 输出监控报告；注明数据来源为Longbridge Securities；结尾附上免责声明。

Output

输出示例

Sector Monitor Report — Source: Longbridge Securities
Market: {market}  |  Horizon: {6M / 12M}  |  Date: {date}

[Economic cycle positioning]
Current phase estimate: {Recovery / Overheating / Stagflation / Recession}
Basis: {trend patterns, sector leadership, user-provided macro context}

[Sector trend table (120-day window)]
Sector            | 20d Ret | 60d Ret | 120d Ret | Trend    | Capital Flow
──────────────────|---------|---------|----------|----------|--------------
{Sector A}        | +X%     | +Y%     | +Z%      | Uptrend  | Net inflow
{Sector B}        | ...
...

[Allocation recommendation]
Overweight:  {Sector 1}, {Sector 2}  — favoured in {phase} phase
Neutral:     {Sector 3}, {Sector 4}
Underweight: {Sector 5}, {Sector 6}  — typically lag in {phase} phase

[Cycle transition watch]
Next likely phase: {phase}  |  Trigger signals to watch: {signals}

⚠️ 以上分析仅供参考，不构成投资建议。/ 以上分析僅供參考，不構成投資建議。/ For reference only. Not investment advice.
行业监控报告 — 来源：Longbridge Securities
市场：{market}  |  时间跨度：{6个月 / 12个月}  |  日期：{date}

[经济周期定位]
当前阶段判断：{复苏 / 过热 / 滞胀 / 衰退}
依据：{趋势模式、行业领涨情况、用户提供的宏观背景}

[行业趋势表（120天窗口）]
行业            | 20日收益率 | 60日收益率 | 120日收益率 | 趋势    | 资金流
──────────────────|---------|---------|----------|----------|--------------
{行业A}        | +X%     | +Y%     | +Z%      | 上涨趋势  | 净流入
{行业B}        | ...
...

[配置建议]
超配：  {行业1}, {行业2}  — {当前阶段}阶段偏好行业
中性：     {行业3}, {行业4}
低配： {行业5}, {行业6}  — {当前阶段}阶段通常表现落后的行业

[周期转换观察]
下一可能阶段：{阶段}  |  需关注触发信号：{信号}

⚠️ 以上分析仅供参考，不构成投资建议。/ 以上分析僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Error handling

错误处理

Situation简体中文回复繁體中文 / English
command not found: longbridge
回退到 MCP；如 MCP 也不可用，请安装 longbridge-terminal。回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
stderr 
not logged in
请运行 
longbridge auth login
登录。		請執行 
longbridge auth login
。/ Run 
longbridge auth login
.
kline returns < 60 bars趋势分析退化为可用历史，注明数据长度不足。趨勢分析退化為可用歷史，注明數據長度不足。/ Degrade to available history length; note limitation.
Other stderr直接显示原始错误，不静默重试。顯示原始錯誤。/ Surface verbatim — do not retry silently.
场景简体中文回复繁体中文 / English
command not found: longbridge
回退至MCP；若MCP也不可用，请安装longbridge-terminal。回退至MCP；若也不可用，請安裝longbridge-terminal。/ Fall back to MCP; if also unavailable, install longbridge-terminal.
错误信息
not logged in
请运行
longbridge auth login
登录。		請執行
longbridge auth login
。/ Run 
longbridge auth login
.
K线数据少于60条趋势分析将基于现有可用历史数据，并注明数据长度不足的限制。趨勢分析將基於現有可用歷史數據，並註明數據長度不足的限制。/ Degrade to available history length; note limitation.
其他错误信息直接显示原始错误，不静默重试。顯示原始錯誤。/ Surface verbatim — do not retry silently.

MCP fallback

MCP fallback

If 
longbridge
CLI is not installed, use MCP tools:
MCP toolCLI equivalent
mcp__longbridge__security_candlesticks
longbridge kline --period day
mcp__longbridge__capital_flow
longbridge capital --flow
mcp__longbridge__index_constituents
longbridge constituent
MCP setup: 
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(
quote
scope).
若未安装
longbridge
CLI，请使用MCP工具：
MCP工具CLI等效命令
mcp__longbridge__security_candlesticks
longbridge kline --period day
mcp__longbridge__capital_flow
longbridge capital --flow
mcp__longbridge__index_constituents
longbridge constituent
MCP配置：
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
（需
quote
权限）。

Related skills

相关Skill

  • Point-in-time sector strength snapshot → 
    longbridge-sector-rotation
  • Single-stock capital flow → 
    longbridge-capital-flow
  • Index constituents → 
    longbridge-constituent
  • Market temperature & trading session → 
    longbridge-market-temp
  • 时点行业强度快照 → 
    longbridge-sector-rotation
  • 个股资金流分析 → 
    longbridge-capital-flow
  • 指数成分股查询 → 
    longbridge-constituent
  • 市场热度与交易时段分析 → 
    longbridge-market-temp

File layout

文件结构

longbridge-sector-monitor/
└── SKILL.md   # prompt-only, no scripts/
longbridge-sector-monitor/
└── SKILL.md   # 仅含提示词，无scripts/目录