Individual skill
national-team-position
估计中国 A 股"国家队"(中央汇金)的宽基 ETF 持仓变动趋势——追踪上交所沪深300/上证50/中证500/中证1000/中证A500/科创50 的 ETF 份额变化,叠加各自指数走势,生成六合一总图与各指数单图。Estimates China's "national team" (Central Huijin) broad-base ETF positioning by tracking Shanghai Stock Exchange ETF share changes. Use when the user asks about 国家队持仓 / 国家队仓位 / 中央汇金持仓 / 国家队加仓 / 国家队减仓 / ETF份额变化 / 看看国家队 / national team holdings / Central Huijin positions.
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- a-shares Repository topic
- agent-skill Repository topic
- akshare Repository topic
- china-stock-market Repository topic
- claude-code Repository topic
- claude-skill Repository topic
- etf Repository topic
- engineering Derived category
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.gitignoreasset · 156 bytesLICENSEasset · 1,069 bytesREADME.mddoc · 4,974 bytesSKILL.mdcore · 4,934 bytesSKILL.mdcore · 4,934 bytesSKILL.mdcore · 4,934 bytesassets/overview.pngasset · 633,306 bytesscripts/national_team_position.pyruns · 12,134 bytesscripts/requirements.txtdoc · 26 bytes
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# 国家队持仓估计(全宽基版)
通过追踪上交所核心宽基 ETF 的份额变化,估计国家队(中央汇金)的持仓变动与结构轮动,
并为每个宽基叠加其对应指数走势生成可视化图表。
当用户提到以下任何场景时必须触发:国家队持仓、国家队仓位、中央汇金持仓、ETF份额变化、
国家队加仓、国家队减仓、看看国家队、国家队最近在干嘛。
## 原理
- 中央汇金是宽基 ETF 的绝对控盘方,追踪 ETF **份额**(而非规模)可准确反映买卖行为
- 在沪深300 基础上覆盖全部上交所核心宽基,能区分「真减仓」与「换仓轮动」
- 数据来源:上海证券交易所官网 ETF 份额接口(AKShare `fund_etf_scale_sse`,一次返回当日全部 ETF)
+ AKShare 指数日线