market_sentiment_temperature_skill

Market Sentiment Temperature Skill

Data dependencies and execution prerequisites

It is recommended to use Wind wind-mcp-skill to obtain the underlying data. Before execution, first check whether there is already wind-mcp-skilllocally; 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 objects and purposes covered by this sentiment assessment:

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

If the user does not specify, proceed by default as "the short- to medium-term sentiment temperature of the current market."

Step 2: Establish a multidimensional indicator framework for sentiment temperature

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

• Whether risk appetite has clearly risen or fallen
• Whether strong stocks, popular themes, and high-beta names 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 expressed.

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 the willingness to participate in the market has strengthened
• Crowding: whether trades in the same direction are overly concentrated
• Fragility: whether rapid drawdowns are likely once negative disturbances appear

Only by distinguishing these three layers can we 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 very weak sentiment is instead breeding a repair window
• Whether it is currently more suitable to participate with the trend, wait for divergence, or prioritize controlling exposure

Step 6: Form a finished 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})

I. 30-Second Conclusion

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

II. 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}

III. Sentiment Stage Judgment

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

IV. Crowding and Fragile Points

• Crowded Position: {Content}
• Fragile Link: {Content}
• Possible Risk Triggers: {Content}

V. Rhythm Implications

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

VI. Follow-Up Observation Checklist

• {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 blending them into a single judgment.
2. The evidence sources for the sentiment state must be explained; sentiment adjectives alone are not enough.
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 should serve position rhythm judgment, rather than remaining at the level of atmosphere description.