market_sentiment_temperature_skill

Market Sentiment Temperature Skill

Data dependencies and execution prerequisites

It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether wind-mcp-skillalready exists locally; if not, prompt the user to install:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill positioning

This skill is used to quantify market sentiment and risk appetite, answering "whether the market is now hot or cold, where it is hot, where it is cold, whether risk appetite is excessive, and whether the next step should be to follow the trend or cool down." The output focus is not to describe sentiment as vaguely optimistic or pessimistic, but to provide sentiment temperature, crowding positions, risk release paths, and position-level insights.

Execution process

Step 1: Confirm the market scope, observation window, and usage objective

First confirm the targets and purposes covered by this sentiment judgment:

• Which market or which type of stock pool to observe
• Whether it is intraday sentiment judgment, weekly sentiment review, or phased temperature assessment
• Whether it is to determine total position, or to judge whether a theme is crowded
• Whether the user is more concerned about the risk of chasing rises or the timing of bottom fishing

If the user does not specify, proceed by default with "the current market's short- and medium-term sentiment temperature."

Step 2: Establish a multidimensional indicator framework for sentiment temperature

Sentiment judgment cannot rely only on saying "the market is very hot"; it needs to be broken down from multiple dimensions:

• Whether risk appetite has risen or fallen significantly
• Whether strong stocks, popular themes, and high-beta targets are performing prominently
• Whether market participation enthusiasm has spread from the core to the periphery
• Whether there is still strong absorption on divergence days, or whether sentiment falls apart at the first touch
• Whether panic release has already been sufficient, or is still spreading

The goal at this stage is to determine not just whether sentiment exists, but at which levels it is manifested.

Step 3: Distinguish heat, crowding, and fragility

A hot market does not equal danger, and a cold one does not equal safety, so the three layers must be separated:

• Heat: whether market participation willingness is strengthening
• Crowding: whether trades in the same direction are overly concentrated
• Fragility: whether a rapid pullback is likely once negative disturbances appear

Only by distinguishing these three layers can one avoid covering a complex state with a single sentiment word.

Step 4: Judge the stage of sentiment

Combining multidimensional signals, broadly classify market sentiment as:

• Low-temperature repair
• Neutral equilibrium
• High-temperature strengthening
• Extremely hot and crowded
• Rapid cooling
• Panic release

And explain why this stage holds and where the key evidence comes from.

Step 5: Analyze whether sentiment and price structure are consistent

Further answer:

• Whether rising sentiment is accompanied by structural improvement
• Whether high sentiment has already exceeded the carrying capacity of fundamental logic
• Whether, when sentiment is very weak, a repair window is instead being incubated
• Whether it is currently more suitable to participate with the trend, wait for divergence, or prioritize controlling exposure

Step 6: Form the sentiment temperature draft

The final output should enable users to quickly grasp market temperature, crowding positions, and rhythm risk. The main text should retain only the temperature judgment, stage explanation, fragile points, and action prompts.

Output Structure

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{Market Scope} Sentiment Thermometer ({YYYY-MM-DD})

1. 30-Second Conclusion

• Current Temperature: {Low / Neutral / Warming Up / High / Extremely Hot}
• Risk Appetite Status: {Rebounding / Stable / Declining}
• Crowding Level: {Low / Medium / High}
• Current Recommendation: {Follow the Trend / Wait for Divergence / Control Chasing Highs / Prevent Panic Spread}

2. Sentiment Observation Panel

Dimension	Current Status	Judgment
Risk Appetite	{Content}	{Judgment}
Strong Stock Performance	{Content}	{Judgment}
Hotspot Diffusion	{Content}	{Judgment}
Divergence Absorption	{Content}	{Judgment}
Panic Release	{Content}	{Judgment}

3. Sentiment Phase Judgment

• Current Phase: {Content}
• Basis for the Phase: {Content}
• Most Easily Misjudged Point: {Content}

4. Crowding and Vulnerabilities

• Crowded Positions: {Content}
• Vulnerable Links: {Content}
• Possible Risk Triggers: {Content}

5. Implications for Rhythm

• Directions Suitable for Increased Attention: {Content}
• Directions Suitable for Reduced Exposure: {Content}
• Insights at the Overall Position Level: {Content}

6. Follow-Up Watchlist

• {Observation Point 1}
• {Observation Point 2}
• {Observation Point 3}

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Quality Requirements

1. Sentiment analysis must distinguish heat, crowding, and fragility, and avoid merging them into a single judgment.
2. The sources of evidence for the sentiment state must be explained; do not provide only sentiment adjectives.
3. Sentiment must be considered together with price structure to prevent simply equating 'high sentiment' with risk.
4. If there is obvious divergence in the market, state where it is hot and where it is cold, rather than giving an overall average conclusion.
5. The output must serve position rhythm judgment, rather than stopping at describing the atmosphere.