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A股主题投资/赛道分析。当用户说"主题投资"、"赛道"、"风口"、"thematic"、"XX赛道怎么样"、"AI投资机会"、"新能源赛道"、"半导体赛道"、"医药赛道"、"国产替代"、"数字经济"、"新质生产力"时触发。深度分析特定投资主题/赛道的产业逻辑、市场空间、竞争格局、估值水平和核心标的，评估主题的持续性和投资时机。支持研报风格（formal）和快速分析风格（brief）。
Passed 15 of 18 test cases with the skill, and 13 of 18 without it.
3 fixed15 passed either way3 still failing1 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.
An A-share semiconductor sub-sector has reached a 5% market penetration rate. Which specific S-curve lifecycle stage does this penetration level represent?
| Checked | Without skill | With skill |
|---|---|---|
| Classifies 0-10% market penetration as the germination stage. | Missed | Passed |
The instructions your model reads when the skill loads.
SCRIPTS="$SKILLS_ROOT/cn-stock-data/scripts"
# 概念板块列表（akshare，获取主题相关概念板块）
python -c "import akshare as ak; df=ak.stock_board_concept_name_em(); print(df.to_json(orient='records', force_ascii=False))"
# 概念板块成分股（akshare，需指定板块名称）
python -c "import akshare as ak; df=ak.stock_board_concept_cons_em(symbol='人工智能'); print(df.to_json(orient='records', force_ascii=False))"
# 核心标的实时行情
python "$SCRIPTS/cn_stock_data.py" quote --code [CODE1],[CODE2],...
# 核心标的K线（判断趋势）
python "$SCRIPTS/cn_stock_data.py" kline --code [CODE] --freq daily --start [日期]
# 核心标的财务数据（估值/业绩弹性）
python "$SCRIPTS/cn_stock_data.py" finance --code [CODE1],[CODE2],...
# 核心标的资金流向
python "$SCRIPTS/cn_stock_data.py" fund_flow --code [CODE]
补充：通过 web 搜索获取产业政策、市场空间/TAM数据、渗透率、技术进展、研报观点。
定义主题：明确投资主题的核心逻辑
市场空间测算：量化赛道规模
test cases passed, vs 13 / 18 without
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