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macro-asset-allocation

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宏观大类资产配置建议生成技能。当用户要求生成资产配置报告、大类资产配置建议、投资组合配置、股债商品配置策略时使用。包括"生成资产配置建议"、"当前适合配置什么资产"、"股债商品怎么配"、"宏观视角资产配置"、"投资组合配置建议"等表述。本技能结合最新宏观经济数据、政策预判、市场环境，运用美林时钟/宏观象限等分析框架，自动生成股票、债券、商品、外汇等大类资产配置建议，标注配置逻辑、权重建议与风险点，输出面向专业投资机构的 Markdown 格式资产配置报告。

DianJin-SKILLS/investment-researcher/macro-asset-allocation/SKILL.md

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# 宏观大类资产配置技能

## 概述

本技能模拟宏观策略研究员的大类资产配置视角，结合最新宏观经济数据、政策预判与市场环境，运用**美林时钟**或**宏观象限**分析框架，自动生成股票、债券、商品、外汇及现金等大类资产的配置建议。报告旨在为专业投资机构提供具有逻辑支撑的配置方向、权重建议与风险提示。

## 数据获取策略

### 核心数据源：gildata-aidata

所有宏观经济数据、资金流向、指数行情及市场观点均优先通过 `gildata-aidata` 服务获取。

| 数据需求 | 推荐工具 | 说明 |
|---------|---------|------|
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