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fadewalk/serenity-stock-choke

A股/港股/美股 卡脖子选股 Skill，基于 Serenity 供应链瓶颈理论 | Claude Code / Codex 通用智能体可用，零依赖

Claude CodeEngineering

History

Review weekly changes to SKILL.md before updating. Dates mark the weeks in which we observed each version; checks apply to the recorded commits.

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View on GitHubAdd to my skills

Verified commit d119762568110edd34752af12538b5993f468588

git clone --filter=blob:none --no-checkout https://github.com/fadewalk/serenity-stock-choke.git .hotskills/fadewalk-serenity-stock-choke && git -C .hotskills/fadewalk-serenity-stock-choke checkout --detach d119762568110edd34752af12538b5993f468588 # Copy each selected skill directory from .hotskills/fadewalk-serenity-stock-choke into .claude/skills/<skill-name>/
514GitHub stars
8stars in 7 days
1skill in this repository
0commits in 30 days

Heat

5.3
  • Star growth, last 7 daysNot available
  • Star growth, last 24 hoursNot available
  • Rank movement, last 7 daysNot available
  • Commits, last 30 daysNot available
  • Accounts asking about it through MCP, last 7 daysNot available
  • Hot votes this weekNot available

Heat never changes the order by stars, and sponsorship never touches it. How heat works

Stars over time

Oct 25, 2026Nov 6, 2026514

30-day change not yet available: not enough history.

Individual skills in this repository

How it works

serenity-stock-choke

When your agent uses it

A股/港股/美股通用"卡脖子"选股技能。应用 Serenity（@aleabitoreddit）的供应链瓶颈理论， 对任意板块/产业链进行结构化分析，寻找"一旦断货整个产业就停工"的瓶颈环节， 并筛选该环节中具备技术壁垒和资本信号的小盘股。 触发词：分析XX板块、找XX卡脖子、serenity分析、A股/美股/港股瓶颈产业链 EN triggers: analyze [sector] choke points / find bottlenecks in [industry] JP triggers: [セクター] のボトルネックを分析 KR triggers: [산업] 의 병목 지점 분석 适用板块示例：电力、光模块、医疗器械、半导体设备、军工、新能源车等任意板块； 港美股示例：InP衬底（AXTI）、CPO激光器（AAOI）、AI算力链（NVDA/TSM） 数据源：三级数据获取策略（智能体自带财经工具 → 本技能内置脚本 → 网络检索）， 不依赖任何特定平台，Claude Code / Codex / 通用智能体均可直接使用。 行情/估值支持 A股+港股+美股；研报/两融/筹码等深度数据仅A股。 ⚠<U+FE0F> 注意：本技能不预测大盘走势，不适用于纯题材炒作无实质产业逻辑的小票。

What it loads into context

Frontmatter

440 tokens

Always available to the agent

SKILL.md

5,322 tokens

When the skill is activated

Reference documents

11,572 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

  1. 你的核心使命
  2. 数据获取策略（三级降级，任何智能体可用）
  3. 通用推理链路（六步法）
  4. Serenity 原版框架（参考）
  5. 跨市场支持（A股 / 港股 / 美股）
  6. A股特色适配
  7. 使用限制与风险提示

Scripts executed separately

  • scripts/a_stock_query.py

Files

  • .claude-plugin/marketplace.jsonasset470 bytes
  • .claude-plugin/plugin.jsonasset547 bytes
  • LICENSEasset1,070 bytes
  • README.en.mddoc6,986 bytes
  • README.ja.mddoc8,366 bytes
  • README.ko.mddoc7,564 bytes
  • README.mddoc11,067 bytes
  • SKILL.mdcore17,266 bytes
  • SKILL.mdcore17,266 bytes
  • references/user_guide.mddoc5,733 bytes
  • scripts/a_stock_query.pyruns24,862 bytes
Read SKILL.md

# Serenity 卡脖子框架 · 通用版 v3.2.1（A股 / 港股 / 美股）

## 你的核心使命

> "**沿着产业链向上游追溯，找到那个'一旦断货，万亿产业就要地震'的关键节点——那个节点上的小盘股，就是下一个暴击机会。**"

这不是基本面投资，也不是技术分析。**这是供应链地缘政治分析。**

---

## 数据获取策略（三级降级，任何智能体可用）

> 本技能 v3.0 起不依赖任何特定平台。执行六步法需要数据时，**按以下顺序尝试**，
> 哪一级可用就用哪一级，并在报告中标注数据来源。
View the complete source on GitHub

Skills included

  • serenity-stock-choke

Repository facts

License
MIT
Created
May 29, 2026
Last pushed
Oct 6, 2026
Forks
55
Open issues
0
Project activity
Active

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 6, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 1 note
  • SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
Show all 80 signals by file

.claude-plugin/plugin.json

  • Network accessline 6
    "name": "fadewalk"   },   "homepage": "https://github.com/fadewalk/serenity-stock-choke",
  • Network accessline 7
    },   "homepage": "https://github.com/fadewalk/serenity-stock-choke",   "repository": "https://github.com/fadewalk/serenity-stock-choke",
  • Network accessline 8
    "homepage": "https://github.com/fadewalk/serenity-stock-choke",
  • Network accessline 9
    "repository": "https://github.com/fadewalk/serenity-stock-choke",

README.en.md

  • Network accessline 74
    Install the skill at https://github.com/fadewalk/serenity-stock-choke :
  • Network accessline 97
    git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke
  • Network accessline 157
    - [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit) — distillation of Serenity's tweets (2025-07 → 2026-09: 6,592 tweets + 4 articles, methodology + track record)
  • Network accessline 158
    - [Original Serenity Skill (EN)](https://github.com/leslieyeo/aleabitoreddit-skill)
  • Network accessline 159
    - [semiconstocks.com tracker](https://semiconstocks.com/zh)
  • Network accessline 160
    - [Singularity Research Fund](https://singularityresearchfund.substack.com)

README.ja.md

  • Network accessline 74
    https://github.com/fadewalk/serenity-stock-choke のスキルをインストールして：
  • Network accessline 97
    git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke
  • Network accessline 157
    - [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit) — Serenityツイートのコーパス蒸留（2025-07→2026-09：6,592ツイート＋4記事、メソドロジーと戦績タイムライン）
  • Network accessline 158
    - [SerenityオリジナルSkill（英語）](https://github.com/leslieyeo/aleabitoreddit-skill)
  • Network accessline 159
    - [semiconstocks.com トラッカー](https://semiconstocks.com/zh)
  • Network accessline 160
    - [Singularity Research Fund](https://singularityresearchfund.substack.com)

README.ko.md

  • Network accessline 74
    https://github.com/fadewalk/serenity-stock-choke 스킬을 설치해줘:
  • Network accessline 97
    git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke
  • Network accessline 157
    - [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit) — Serenity 트윗 코퍼스 증류 (2025-07→2026-09: 6,592개 트윗 + 4편 아티클, 방법론·전적 타임라인)
  • Network accessline 158
    - [Serenity 오리지널 Skill (영어)](https://github.com/leslieyeo/aleabitoreddit-skill)
  • Network accessline 159
    - [semiconstocks.com 트래커](https://semiconstocks.com/zh)
  • Network accessline 160
    - [Singularity Research Fund](https://singularityresearchfund.substack.com)

README.md

  • Network accessline 5
    <div>       <div align="center">         <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=en">English</a>
  • Network accessline 6
    <div align="center">         <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=en">English</a>         | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&la
  • Network accessline 7
    <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=en">English</a>
  • Network accessline 8
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=zh-CN">简体中文</a>
  • Network accessline 9
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=zh-TW">繁體中文</a>
  • Network accessline 10
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=ja">日本語</a>
  • Network accessline 11
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=ko">한국어</a>
  • Network accessline 12
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=hi">हिन्दी</a>
  • Network accessline 13
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=th">ไทย</a>
  • Network accessline 14
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=fr">Français</a>
  • Network accessline 15
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=de">Deutsch</a>
  • Network accessline 16
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=es">Español</a>
  • Network accessline 17
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=it">Italiano</a>
  • Network accessline 18
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=ru">Русский</a>
  • Network accessline 19
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=pt">Português</a>
  • Network accessline 20
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=nl">Nederlands</a>
  • Network accessline 21
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=pl">Polski</a>
  • Network accessline 22
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=ar">العربية</a>
  • Network accessline 23
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=fa">فارسی</a>
  • Network accessline 24
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=tr">Türkçe</a>
  • Network accessline 25
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=vi">Tiếng Việt</a>
  • Network accessline 26
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=id">Bahasa Indonesia</a>
  • Network accessline 27
    | <a href="https://openaitx.github.io/view.html?user=fadewalk&project=serenity-stock-choke&lang=as">অসমীয়া</
  • Network accessline 113
    帮我安装 https://github.com/fadewalk/serenity-stock-choke 这个技能：
  • Network accessline 136
    git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke
  • Network accessline 223
    - [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit) — Serenity 推文语料蒸馏（2025-07→2026-09：6,592 条推文 + 4 篇长文，含方法论与战绩时间线）
  • Network accessline 224
    - [Serenity 原版 Skill（英文）](https://github.com/leslieyeo/aleabitoreddit-skill)
  • Network accessline 225
    - [semiconstocks.com 追踪器](https://semiconstocks.com/zh)
  • Network accessline 226
    - [Singularity Research Fund](https://singularityresearchfund.substack.com)
  • Network accessline 227
    - [知乎：Serenity 卡脖子理论详解](https://zhuanlan.zhihu.com/p/2039362476144341796)

SKILL.md

  • Network accessline 277
    Serenity 至今高度活跃。第三方语料库 [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit)
  • Network accessline 278
    [yan-labs/serenity-aleabitoreddit](https://github.com/yan-labs/serenity-aleabitoreddit)

scripts/a_stock_query.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Network accessline 46
    SUGGEST_URL = ("https://searchapi.eastmoney.com/api/suggest/get"
  • Network accessline 47
    [Credential-related source omitted]
  • Network accessline 48
    EM_STOCK = ("https://push2.eastmoney.com/api/qt/stock/get"
  • Network accessline 49
    "?secid={secid}&fltt=2&invt=2&fields=f43,f57,f58,f169,f170,f162,f167,f116,f117,f62,f6,f8") EM_KLINE = ("https://push2his.eastmoney.com/api/qt/stock/kline/get"             "?secid={secid}&klt=101&fqt=1&lmt={lmt}&end=20500101"
  • Network accessline 50
    EM_KLINE = ("https://push2his.eastmoney.com/api/qt/stock/kline/get"
  • Network accessline 51
    "?secid={secid}&klt=101&fqt=1&lmt={lmt}&end=20500101"             "&fields1=f1,f2,f3&fields2=f51,f53,f56,f57") VALUATION_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"
  • Network accessline 52
    "&fields1=f1,f2,f3&fields2=f51,f53,f56,f57") VALUATION_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"                  "?reportName=RPT_VALUEANALYSIS_DET&columns=ALL"
  • Network accessline 53
    VALUATION_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"
  • Network accessline 55
    "&filter=(SECURITY_CODE%3D%22{code}%22)&sortColumns=TRADE_DATE&sortTypes=-1"                  "&pageSize={n}&pageNumber=1&source=WEB&client=WEB") F10_URL = "https://emweb.securities.eastmoney.com/PC_HSF10/BusinessAnalysis/PageAjax?code={cod
  • Network accessline 56
    "&pageSize={n}&pageNumber=1&source=WEB&client=WEB") F10_URL = "https://emweb.securities.eastmoney.com/PC_HSF10/BusinessAnalysis/PageAjax?code={code}" TX_QUOTE = "https://qt.gtimg.cn/q={symbol}"
  • Network accessline 57
    F10_URL = "https://emweb.securities.eastmoney.com/PC_HSF10/BusinessAnalysis/PageAjax?code={code}"
  • Network accessline 58
    TX_QUOTE = "https://qt.gtimg.cn/q={symbol}"
  • Network accessline 59
    REPORT_URL = ("https://reportapi.eastmoney.com/report/list"
  • Network accessline 60
    "?pageSize={n}&pageNo=1&code={code}&industryCode=*&industry=*"               "&rating=*&ratingchange=*&beginTime={begin}&endTime={end}&qType=0") MARGIN_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"
  • Network accessline 61
    "&rating=*&ratingchange=*&beginTime={begin}&endTime={end}&qType=0") MARGIN_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"               "?reportName=RPTA_WEB_RZRQ_GGMX&columns=ALL"
  • Network accessline 62
    MARGIN_URL = ("https://datacenter-web.eastmoney.com/api/data/v1/get"
  • Network accessline 71
    # ---------------- 传输层：urllib → curl 自动降级 + 重试 ----------------
  • Network accessline 72
    def _fetch_once(url: str, decode: str):     try:         req = urllib.request.Request(url, headers={"User-Agent": UA,
  • Network accessline 73
    try:         req = urllib.request.Request(url, headers={"User-Agent": UA,                                                    "Referer": "https://quote.eastmoney.com/"})
  • Network accessline 74
    req = urllib.request.Request(url, headers={"User-Agent": UA,
  • Network accessline 75
    "Referer": "https://quote.eastmoney.com/"})         with urllib.request.urlopen(req, timeout=TIMEOUT) as resp:             return resp.read().decode(decode, "ignore")
  • Network accessline 76
    with urllib.request.urlopen(req, timeout=TIMEOUT) as resp:
  • Network accessline 79
    print(f"[warn] urllib: {e}，降级 curl", file=sys.stderr)     try:         out = subprocess.run(["curl", "-s", "--max-time", str(TIMEOUT), "-A", UA, url],
  • Network accessline 80
    try:         out = subprocess.run(["curl", "-s", "--max-time", str(TIMEOUT), "-A", UA, url],                              capture_output=True, timeout=TIMEOUT + 5)
  • Network accessline 81
    out = subprocess.run(["curl", "-s", "--max-time", str(TIMEOUT), "-A", UA, url],

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Some files could not be read; the facts below still hold.

Declared and executed: 8 facts
  • Contacts searchapi.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:46High confidence
  • Contacts push2.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:48High confidence
  • Contacts push2his.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:50High confidence
  • Contacts datacenter-web.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:53High confidence
  • Contacts emweb.securities.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:57High confidence
  • Contacts qt.gtimg.cn, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:58High confidence
  • Contacts reportapi.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:59High confidence
  • Contacts quote.eastmoney.com, which SKILL.md, the README and the plugin manifest do not mentionscripts/a_stock_query.py:75High confidence
Signal confidence: 76 facts
  • Network access in code of documentationREADME.en.md:74Low confidence
  • Network access in code of documentationREADME.en.md:97Low confidence
  • Network access in prose of documentationREADME.en.md:157Low confidence
  • Network access in prose of documentationREADME.en.md:158Low confidence
  • Network access in prose of documentationREADME.en.md:159Low confidence
  • Network access in prose of documentationREADME.en.md:160Low confidence
  • Network access in code of documentationREADME.ja.md:74Low confidence
  • Network access in code of documentationREADME.ja.md:97Low confidence
  • Network access in prose of documentationREADME.ja.md:157Low confidence
  • Network access in prose of documentationREADME.ja.md:158Low confidence
  • Network access in prose of documentationREADME.ja.md:159Low confidence
  • Network access in prose of documentationREADME.ja.md:160Low confidence
  • Network access in code of documentationREADME.ko.md:74Low confidence
  • Network access in code of documentationREADME.ko.md:97Low confidence
  • Network access in prose of documentationREADME.ko.md:157Low confidence
  • Network access in prose of documentationREADME.ko.md:158Low confidence
  • Network access in prose of documentationREADME.ko.md:159Low confidence
  • Network access in prose of documentationREADME.ko.md:160Low confidence
  • Network access in prose of documentationREADME.md:5Low confidence
  • Network access in prose of documentationREADME.md:6Low confidence
  • Network access in prose of documentationREADME.md:7Low confidence
  • Network access in prose of documentationREADME.md:8Low confidence
  • Network access in prose of documentationREADME.md:9Low confidence
  • Network access in prose of documentationREADME.md:10Low confidence
  • Network access in prose of documentationREADME.md:11Low confidence
  • Network access in prose of documentationREADME.md:12Low confidence
  • Network access in prose of documentationREADME.md:13Low confidence
  • Network access in prose of documentationREADME.md:14Low confidence
  • Network access in prose of documentationREADME.md:15Low confidence
  • Network access in prose of documentationREADME.md:16Low confidence
  • Network access in prose of documentationREADME.md:17Low confidence
  • Network access in prose of documentationREADME.md:18Low confidence
  • Network access in prose of documentationREADME.md:19Low confidence
  • Network access in prose of documentationREADME.md:20Low confidence
  • Network access in prose of documentationREADME.md:21Low confidence
  • Network access in prose of documentationREADME.md:22Low confidence
  • Network access in prose of documentationREADME.md:23Low confidence
  • Network access in prose of documentationREADME.md:24Low confidence
  • Network access in prose of documentationREADME.md:25Low confidence
  • Network access in prose of documentationREADME.md:26Low confidence
  • Network access in prose of documentationREADME.md:27Low confidence
  • Network access in code of documentationREADME.md:113Low confidence
  • Network access in code of documentationREADME.md:136Low confidence
  • Network access in prose of documentationREADME.md:223Low confidence
  • Network access in prose of documentationREADME.md:224Low confidence
  • Network access in prose of documentationREADME.md:225Low confidence
  • Network access in prose of documentationREADME.md:226Low confidence
  • Network access in prose of documentationREADME.md:227Low confidence
  • Network access in prose of the SKILL.mdSKILL.md:277Low confidence
  • Network access in prose of the SKILL.mdSKILL.md:278Low confidence

and 26 more

Works with

Agent compatibility, from the files in this repository
AgentStatusEvidenceInstall to
Claude CodeNativeManifest .claude-plugin/marketplace.json.claude/skills/<skill-name>/
CodexCompatibleStandard SKILL.md SKILL.md.agents/skills/<skill-name>/
CursorCompatibleStandard SKILL.md SKILL.md.cursor/skills/<skill-name>/
Gemini CLICompatibleStandard SKILL.md SKILL.md.gemini/skills/<skill-name>/
GitHub CopilotCompatibleStandard SKILL.md SKILL.md.github/skills/<skill-name>/
OpenCodeCompatibleStandard SKILL.md SKILL.md.opencode/skills/<skill-name>/
  • Native The repository ships a manifest, folder or frontmatter field for this agent.
  • Compatible A standard SKILL.md that this agent can read.
  • Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.

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