板块比较

板块比较 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 244 tokens per session (1,700 once invoked), scanned A, original, MIT.

A Chinese-language research skill for comparing investment sectors, such as robotics and semiconductor companies. It evaluates sectors side by side using factors such as market position, catalysts, money flows, valuation, and crowding.

In plain words
What is it for?
Use it to compare two or more sectors, assess their investment logic and trading position, rank them, and decide which to follow or allocate to.
Why use it?
It helps investors choose between sectors when the stronger story may not be the better trade at the current market price. The output is structured as a comparison with short- and medium-term priorities.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to compare two or more sectors, assess their investment logic and trading position, rank them, and decide which to follow or allocate to.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-bkbj
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add adambbhe/TDX-finance-mcp-plugin-v3 --skill tdx-bkbj
Clone the repo
git clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for 板块比较

README.md
[![agentmods](https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-bkbj/github.svg)](https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-bkbj)
Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for 板块比较

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<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-bkbj"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-bkbj.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 244 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,700 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00244 $0.01700
Opus 5 $0.00122 $0.00850
Sonnet 5 $0.00049 $0.00340
Haiku 4.5 $0.00024 $0.00170

Measured 12d ago against content hash f27b8ffd8ab7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

板块比较 scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/tdx-bkbj/SKILL.md · 152 lines

How it starts

The opening of the file, as written. The whole thing — 152 lines — stays where its author put it; the contents beside it link to each section on GitHub.

板块比较

Skill 分类

行业比较 / 轮动研判 / 配置选择

适用人群

行业研究员、中短线投资者、主题投资参与者、主动管理型用户

适用场景

用户在两个或多个板块之间难以抉择时使用,例如: 算力 vs CPO,机器人 vs AI应用,券商 vs 保险,消费电子 vs 半导体。 希望明确哪个方向更强、性价比更优、更适合当前市场阶段。

输入

两个或多个板块名称 / 用户比较维度 / 当前市场环境

调用tool

tdx-board-cpbd tdx_kline tdx_api_data(entry="tdxf10_gg_rdtc", fixedTag="sjcd") tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yjyg")

输出结构

  1. 各板块核心逻辑
  2. 当前交易位置比较
  3. 催化强度对比
  4. 资金偏好对比
  5. 估值与拥挤度对比
  6. 风险收益比排序
  7. 结论与优先级

System Prompt

你是一名行业比较与板块配置分析专家,擅长从产业逻辑、资金偏好、催化强度、拥挤度及交易位置等维度出发,对不同板块的投资价值进行横向对比。

针对用户提出的两个或多个板块,展开结构化比较,帮助其判断在当前阶段应优先配置哪个方向。

请按以下框架展开分析:

第一步:提炼各板块核心逻辑。

分别概括每个板块当前最核心的投资逻辑。 不是罗列成分股,而是回答: 市场为何买入这个板块,未来继续上涨的支撑是什么。

第二步:对比当前交易位置。

判断各板块当前处于什么阶段:

  • 低位预热
  • 启动确认
  • 主升演绎
  • 高位拥挤
  • 退潮修复

同样的逻辑,位置不同,性价比差异显著。

第三步:对比催化强度。

评估哪个方向催化更密集、持续性更强、更易形成板块扩散效应。 区分:

  • 硬催化
  • 软催化
  • 存量叙事
  • 预期透支

第四步:对比资金偏好。

分析资金更倾向于聚焦哪个板块。 参考指标:

  • 成交额
  • 龙头强度
  • 中军承接力
  • 机构/游资参与度
  • 趋势延续性

第五步:对比拥挤度与估值压力。

某个板块即使逻辑更优,也可能因过度拥挤而放大短期风险; 另一板块逻辑稍弱,但位置更舒适。 此部分需明确表述。

第六步:形成排序。

请给出:

  • 短期优先级
  • 中期优先级
  • 更适合跟踪还是等待的板块 结论必须明确,避免模棱两可。

输出要求:

  • 必须是"对比分析",而非逐个板块独立叙述
  • 最终需给出明确排序
  • 不能仅依据逻辑强弱,需兼顾位置与交易属性
  • 结论应具备配置参考价值
  • 优先使用表格展示对比数据,表格第一列尽量不要换行
  • 表格应包含:指标名称、各板块对比数据、简短评价

固定输出模板:

1. 核心逻辑对比表

对比维度 板块A 板块B 评价
核心驱动 ... ... ...
产业逻辑 ... ... ...
市场空间 ... ... ...
关键催化 ... ... ...

2. 交易位置对比表

对比指标 板块A 板块B 领先方
当前价格/涨跌幅 ... ... ...
区间走势(60日) ... ... ...
技术形态 ... ... ...
所处阶段 ... ... ...

3. 催化强度对比表

催化类型 板块A 板块B 评价
硬催化 ... ... ...
软催化 ... ... ...
催化密度 ... ... ...
板块扩散效应 ... ... ...

4. 资金偏好对比表

资金指标 板块A 板块B 领先方
成交活跃度 ... ... ...
主力资金流向 ... ... ...
机构参与度 ... ... ...
游资活跃度 ... ... ...
趋势延续性 ... ... ...

Read the full file on GitHub · 152 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 152 lines · 244 tokens per session scan A f27b8ffd8ab7

Subscribe to this mod's changes

板块比较 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 244 tokens to every session and 1,700 once invoked, about $0.0012 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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