Macro Event Market Impact Skill

Organization

Wind-Alice

macro_event_market_impact_skill

解读利率、通胀、就业、增长等宏观事件对股市、风格和行业的影响路径，帮助判断短线冲击与中期含义。适用于宏观数据日、议息会议与政策窗口解读。

Overview

Publisher	Wind-Alice
Repository	`AliceMarket`
Skill name	`macro_event_market_impact_skill`
Stars	135
Forks	18
Bundled files	Instructions only
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by Wind-Alice on GitHub. Read the source before you install it.

Installation

Install the Macro Event Market Impact Skill AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/Wind-Alice/AliceMarket/tree/main/skills/macro_event_market_impact_skill
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/Wind-Alice/AliceMarket/tree/main/skills/macro_event_market_impact_skill

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/Wind-Alice/AliceMarket.git /tmp/AliceMarket
mkdir -p .claude/skills
cp -r /tmp/AliceMarket/skills/macro_event_market_impact_skill .claude/skills/macro_event_market_impact_skill

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Macro Event Market Impact Skill in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Macro Event Market Impact Skill on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Macro Event Market Impact Skill is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Macro Event Market Impact 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：

bash
# 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

技能定位

本技能用于解读宏观事件对市场的影响，回答“这次数据或会议到底超了什么、影响先落在哪些资产和板块、短线市场为什么这样反应、中期该如何重新理解环境”。输出重点不是复述新闻标题，而是拆解预期差、传导路径与对股票市场的真实含义。

执行流程

Step 1：确认宏观事件、预期基线与时点背景

先明确本次要解读的事件是什么，并建立事件前的基准背景：

是通胀、就业、增长、利率还是政策会议
事件公布前市场的主流预期是什么
当前市场最敏感的变量是通胀、增长、流动性还是政策路径
这次事件发生前，市场处于风险偏好上升还是防御状态

若没有预期基线，宏观解读容易流于“数据好或坏”的表面判断。

Step 2：识别本次事件的真正预期差

宏观事件的重点不在数据本身，而在于与市场预期相比改变了什么，重点包括：

哪个核心数据点超预期或低于预期
市场原本最担心的变量是否被缓解或强化
数据内部结构是否比 headline 更重要
这次事件是否改变后续政策、流动性或增长叙事

Step 3：拆解影响传导链条

围绕股票市场，说明影响通常如何传导：

先影响利率、汇率、商品或风险偏好
再影响成长与价值、周期与防御等风格比较
进一步影响对特定行业的盈利预期和估值容忍度
最后影响市场对未来几周或几个月环境的定价

要把即时价格波动与更慢的叙事重定价分开处理。

Step 4：分析对板块与风格的差异化影响

不同板块对同一宏观事件的敏感度并不相同，需要说明：

哪些行业是直接受益方
哪些行业更容易承压
哪些板块的反应主要来自估值变化，哪些来自基本面变化
若市场出现与直觉相反的表现，原因可能是什么

Step 5：区分短线交易反应与中期环境含义

进一步判断：

今天的市场反应是合理定价还是情绪放大
事件是否足以改变中期市场主线
若只是一次扰动，后续哪些数据仍需确认
若环境确实切换，风格和仓位应如何调整

Step 6：形成宏观冲击解读成稿

最终输出应让使用者知道这次宏观事件影响了什么、影响有多深、该盯什么后续变量。正文只保留预期差、传导逻辑、差异化影响和跟踪点。

输出结构

{宏观事件名称}市场影响解读（{YYYY-MM-DD}）

一、30 秒结论

本次最大预期差：{一句话}
对股市的主影响方向：{偏利好 / 偏利空 / 中性偏复杂}
最敏感的风格或板块：{内容}
中期含义判断：{环境改善 / 环境承压 / 仍待确认}

二、事件事实与预期对比

项目	公布结果	事前预期	变化含义
核心指标 1	{内容}	{内容}	{判断}
核心指标 2	{内容}	{内容}	{判断}
核心指标 3	{内容}	{内容}	{判断}

三、影响传导路径

第一层传导：{内容}
第二层传导：{内容}
第三层传导：{内容}

四、板块与风格影响

受益方向：{内容}
承压方向：{内容}
最值得留意的错位反应：{内容}

五、短线与中期判断

短线交易反应解读：{内容}
中期环境含义：{内容}
仍需继续验证的变量：{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

宏观解读必须围绕“预期差”展开，而不是只写数据好坏。
要把即时市场反应与中期环境重定价分开分析。
需体现风格和行业的差异化敏感度，避免给出平均结论。
若市场反应与直觉相反，应优先解释原因，而不是忽略。
输出要帮助使用者判断事件影响的深浅与持续性，而不是停留在新闻复述。

Frequently asked questions

What does the Macro Event Market Impact Skill AI skill do?

Why use Macro Event Market Impact Skill on TypingMind?

Because you install it once and use it with any model. Macro Event Market Impact Skill is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Macro Event Market Impact Skill in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/Wind-Alice/AliceMarket/tree/main/skills/macro_event_market_impact_skill. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Macro Event Market Impact Skill?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Macro Event Market Impact Skill?

As many as you like. As long as a model supports skills, you can use Macro Event Market Impact Skill with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Macro Event Market Impact Skill AI skill free?

It is published on GitHub by Wind-Alice. Check the repository for licensing terms. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Macro Event Market Impact Skill

数据依赖与执行前置条件

技能定位

执行流程

Step 1：确认宏观事件、预期基线与时点背景

Step 2：识别本次事件的真正预期差

Step 3：拆解影响传导链条

Step 4：分析对板块与风格的差异化影响

Step 5：区分短线交易反应与中期环境含义

Step 6：形成宏观冲击解读成稿

输出结构

{宏观事件名称}市场影响解读（{YYYY-MM-DD}）

一、30 秒结论

二、事件事实与预期对比

三、影响传导路径

四、板块与风格影响

五、短线与中期判断

六、后续观察清单

质量要求

Frequently asked questions

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