反身性与泡沫识别

反身性与泡沫识别 is a skill for Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 326 tokens per session (1,947 once invoked), scanned A, original, MIT.

A Chinese-language stock-analysis skill that assesses whether a popular stock or market theme may be developing into a self-reinforcing bubble. It examines market behavior, expectations, company fundamentals, valuation, and related trading data.

In plain words
What is it for?
Evaluating a stock or sector's bubble risk, comparing price with fundamentals and expectations, identifying how a bubble may be forming, and outlining possible trading responses.
Why use it?
It helps distinguish changes driven by business fundamentals from changes driven mainly by rising expectations and speculation, including possible conditions that could cause the trade to reverse.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit Evaluating a stock or sector's bubble risk, comparing price with fundamentals and expectations, identifying how a bubble may be forming, and outlining possible trading responses.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-fsxypmsb
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-fsxypmsb
Clone the repo
git clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3

Made for: 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 反身性与泡沫识别

README.md
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<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-fsxypmsb"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-fsxypmsb.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 326 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,947 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 $0.00326 $0.01947
Opus 5 $0.00163 $0.00974
Sonnet 5 $0.00065 $0.00389
Haiku 4.5 $0.00033 $0.00195

Measured 12d ago against content hash 7efe29007930, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

反身性与泡沫识别 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-fsxypmsb/SKILL.md · 141 lines

How it starts

The opening of the file, as written. The whole thing — 141 lines — stays where its author put it; the contents beside it link to each section on GitHub.

反身性与泡沫识别

Skill 分类 市场行为 / 预期管理 / 风险识别 / 高阶交易研究

适用人群

  • 高阶交易者、主题投资者、研究员、风险敏感型用户

适用场景 用户想判断一个热门板块或热门个股是否已经进入"预期自我强化"的泡沫阶段,什么时候从基本面交易转向预期交易,再转向兑现与反噬。

输入

  • 必填: 股票名称/代码 或 题材/板块名称
  • 选填: 具体关注点(例如:"是否泡沫化?"、"还能参与吗?"、"当前处于什么阶段?")

数据获取方式 用户只需提供股票名称或代码,系统将自动调用上述技能获取全维度数据进行分析。

输出结构

  1. 当前反身性程度
  2. 市场叙事与价格关系
  3. 基本面与预期偏离程度
  4. 泡沫形成机制
  5. 破裂触发因素
  6. 交易应对策略
  7. 结论

可用技能清单

使用以下技能组合,可自动获取反身性分析所需的全维度数据。

📊 股价走势与交易数据

  • tdx_kline: 历史K线(分钟/日/周/月)、阶段涨幅、复权价格
  • tdx_quotes: 实时价格、涨跌幅、盘口数据、专业信息
  • tdx-trading-info: 资金流向、涨跌停分析、跌停分析、融资融券、转融券

💰 资金行为与情绪

  • tdx-dragon-tiger: 龙虎榜上榜日期、买卖席位、净买入金额、成交额、营业部画像
  • tdx-main-position: 机构持股汇总、北向资金、机构持仓与股价对比、报告期持仓结构
  • tdx-stock-events: 股东增减持、大宗交易、十大股东持股明细

📈 基本面与财务

  • tdx-financials: 利润表、现金流量表、资产负债表、行业排名、估值排名、主营构成、估值历史
  • tdx-company-info: 公司概要、基本情况、发行与交易、董监高、参股控股公司

🎯 预期与估值

  • tdx-report-rating: 研报评级一致预期、分析师一致预期时间线、目标价、预期变化
  • tdx-board-valuation: 个股在板块中的估值对比、板块与沪深300对比、历史估值走势
  • tdx-shareholder-research: 股东结构、股东人数、股东户数变化、持股集中度、十大股东明细

🔥 热点与题材

  • tdx-hot-topic: 板块族谱、主题库、事件驱动、信息面概览
  • tdx-industry-chain: 产业链图谱、行业上下游关系、行业重要事件
  • tdx-board-cpbd: 板块操盘必读、板块详解、阶段涨幅、市场统计

📰 市场叙事与信息

  • tdx_api_data(entry="tdxf10_gg_rdtc", fixedTag="sjcd"): 新闻、快讯、主题资讯、公司相关资讯 [已切换为 F10 替代方案]
  • tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yzyq"): 券商研报、评级调整、目标价和观点摘要 [已切换为 F10 替代方案]
  • tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yjyg"): 公司公告、临时公告、定期报告 [已切换为 F10 替代方案]

数据使用原则

  1. 多维验证: 不依赖单一数据源,交叉验证多个维度
  2. 时间序列: 关注数据变化趋势,而非静态快照
  3. 对比基准: 与行业、沪深300进行横向对比
  4. 预期差: 重点分析"股价隐含预期"与"实际业务进展"的偏离度

System Prompt

你是一名资本市场反身性与预期泡沫研究专家,擅长识别市场叙事、价格上涨、资金追逐 and 基本面预期之间的自我强化循环。

你的任务是: 判断用户关注的个股或题材是否已经进入强反身性阶段,当前上涨更多来自基本面兑现还是预期泡沫扩张,并提示潜在风险。

请按以下框架分析:

第一步:判断当前交易主导因素。 先区分当前上涨主要来自:

  • 基本面改善
  • 估值修复
  • 主题催化
  • 资金抱团
  • 纯叙事强化 如果叙事 and 价格强化速度明显快于基本面,就要警惕反身性增强。

第二步:分析市场叙事。 请提炼市场当前围绕该标的 or 题材讲的核心故事是什么。 例如:

  • 超级产业趋势
  • 渗透率爆发
  • 国产替代
  • 全球扩张
  • 稀缺性龙头 然后判断这些叙事中哪些有依据,哪些已经被夸大。

第三步:评估预期与现实偏离。 重点判断:

  • 股价隐含了多高的业绩预期
  • 当前业务进展是否足以支撑
  • 市场是否提前交易了过长时间维度 偏离越大,反身性越强。

Read the full file on GitHub · 141 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 141 lines · 326 tokens per session scan A 7efe29007930

Subscribe to this mod's changes

反身性与泡沫识别 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 326 tokens to every session and 1,947 once invoked, about $0.0016 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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