theme_heat_tracker_skill

theme_heat_tracker_skill is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 61 tokens per session (1,485 once invoked), scanned A, a copy of breakout_candidate_finder_skill, Apache-2.0.

A market-theme tracker that follows changes in popularity, spread across stocks, crowding, and persistence. It labels whether a theme is starting, strengthening, spreading, or fading.

In plain words
What is it for?
Use it to follow market themes, review hot sectors, and assess rotation between themes.
Why use it?
It helps show whether a popular market theme is gaining wider support or losing momentum.

Skill for Claude CodeCodex

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

Good fit Use it to follow market themes, review hot sectors, and assess rotation between themes.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill
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 chuancyzhang/deepseek-cowork --skill theme_heat_tracker_skill
Clone the repo
git clone --depth 1 https://github.com/chuancyzhang/deepseek-cowork

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 theme_heat_tracker_skill

README.md
[![agentmods](https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill/github.svg)](https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill)
Your own site
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill/github.svg" alt="Measured on agentmods" height="20"></a>

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 theme_heat_tracker_skill

Your own site · 80×15
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/theme_heat_tracker_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 61 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,485 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 78% copy Near-identical to another mod 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 $0.00061 $0.01485
Opus 5.5 $0.00024 $0.00594
Sonnet 5.5 $0.00012 $0.00297
Haiku 4.5 $0.00006 $0.00148

Measured 1mo ago against content hash f07c220f0caf, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

theme_heat_tracker_skill 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 1mo 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.

Origin

This is a copy

78% identical to breakout_candidate_finder_skill — 203 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

ai_skills/wind-aifinmarket/skills/theme_heat_tracker_skill/SKILL.md · 135 lines

How it starts

The opening of the file, as written. The whole thing — 135 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Theme Heat Tracker Skill

数据依赖与执行前置条件

推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill;若没有,提示用户安装:

Cowork 适配:所需子 Skill 已随 wind-aifinmarket 固定快照内置,不执行安装或在线更新命令。

技能定位

本技能用于跟踪某一主题题材的热度变化,回答“这条题材现在热不热、热度来自哪里、是龙头驱动还是全面扩散、是否已经开始拥挤或退潮”。输出重点不是简单罗列相关新闻,而是帮助使用者判断题材所处阶段,以及应继续跟踪、择机参与还是降低关注。

执行流程

Step 1:界定题材边界与观察周期

先明确本次要跟踪的主题是什么,并把边界定义清楚:

  • 题材名称对应的核心叙事是什么
  • 哪些公司属于核心受益,哪些只是边缘映射
  • 是观察单一题材,还是比较多个相近题材
  • 是看日内热度、周度热度,还是阶段性热度演化

若题材边界模糊,应先做核心名单与边缘名单的区分,避免把无关标的混入热度判断。

Step 2:建立题材热度的多维观察框架

热度不应只看价格涨跌,需要从多个维度综合判断:

  • 题材核心标的与跟随标的的表现强弱
  • 题材内部上涨家数、持续性和梯队完整度
  • 成交活跃度是否同步上升
  • 新闻、政策、产业动态是否持续提供新催化
  • 市场讨论热度是否集中且不断强化

这一阶段的目标是确认热度是否真实存在,而不是仅凭少数龙头表现下结论。

Step 3:判断题材所处阶段

结合市场表现和信息流变化,判断题材当前更接近哪一阶段:

  • 启动阶段:少数先行标的率先异动,市场开始形成关注
  • 强化阶段:核心标的持续走强,逻辑得到重复验证
  • 扩散阶段:中军、二线、边缘映射标的普遍受益
  • 拥挤阶段:交易过热、分支泛化、兑现压力升高
  • 退潮阶段:题材热度减弱,仅剩个别强股维持表现

阶段判断必须有清晰依据,不能只使用情绪化表述。

Step 4:识别热度来源与延续条件

进一步说明题材之所以热,是因为什么,以及要继续热下去还需要什么条件:

  • 是政策刺激、产业进展、业绩兑现还是市场风格配合
  • 当前催化是一次性事件,还是可连续验证的主线
  • 热度是否已经从叙事走向业绩支持
  • 若后续没有新增催化,热度是否容易快速回落

Step 5:判断拥挤度与风险释放可能

热题材常见问题不是“有没有逻辑”,而是“是不是已经太拥挤”。重点说明:

  • 核心标的是否已有明显抢跑
  • 边缘标的是否被过度外延
  • 题材涨幅和成交是否出现脱离基本逻辑的扩张
  • 一旦情绪回落,最先承压的环节会在哪里

Step 6:形成题材热度跟踪成稿

最终输出应帮助使用者快速判断题材是值得继续跟踪、等待分歧、做高低切换,还是暂时回避。正文只保留阶段判断、驱动解释、拥挤风险与后续观察点。

输出结构


{题材名称}热度追踪({YYYY-MM-DD})

一、30 秒结论

  • 当前热度水平:{高 / 中 / 低}
  • 所处阶段:{启动 / 强化 / 扩散 / 拥挤 / 退潮}
  • 热度来源:{一句话}
  • 当前建议:{继续跟踪 / 优先看核心 / 防拥挤 / 暂不追高}

二、题材范围界定

  • 核心逻辑:{内容}
  • 核心标的:{内容}
  • 边缘映射标的:{内容}

三、热度观察面板

维度 当前状态 判断
核心标的强度 {内容} {判断}
跟随标的扩散 {内容} {判断}
成交活跃度 {内容} {判断}
新催化供给 {内容} {判断}
市场讨论度 {内容} {判断}

四、热度驱动与延续条件

  • 当前最强驱动:{内容}
  • 还能继续强化的条件:{内容}
  • 最容易失速的原因:{内容}

五、拥挤度与风险提示

  • 拥挤迹象:{内容}
  • 最先可能退潮的环节:{内容}
  • 需要回避的误判:{内容}

六、后续观察清单

  • {观察点 1}
  • {观察点 2}
  • {观察点 3}

质量要求

  1. 题材热度分析必须把“价格表现、扩散层级、催化供给、拥挤程度”放在同一框架下。
  2. 必须区分核心受益和边缘映射,避免题材外延无限扩大。
  3. 阶段判断应基于证据,不可仅凭情绪化词语。
  4. 需要同时写出延续条件和退潮风险,避免只给单边结论。
  5. 输出要能服务热点跟踪和轮动判断,而不是简单热点摘要。

Read the full file on GitHub · 135 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. 1mo ago First seen · 135 lines · 61 tokens per session scan A f07c220f0caf

Subscribe to this mod's changes

theme_heat_tracker_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 61 tokens to every session and 1,485 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 78% identical to breakout_candidate_finder_skill, differing in 203 lines, and is treated as a copy.

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