{
  "title": "Cron Job: 持仓情报-盘中",
  "type": "盘中",
  "created_at": "2026-06-01T12:55:13.713246",
  "summary": "**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-01 12:43:57\n**Schedule:** 40 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delive",
  "content": "# Cron Job: 持仓情报-盘中\n\n**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-01 12:43:57\n**Schedule:** 40 9-16 * * 1-5\n\n## Prompt\n\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly \"[SILENT]\" (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.]\n\n【持仓情报-盘中】\n\n⚠️ 升级规则：止盈与止损并重 / 禁止模糊用词(关注/观望/留意) / 所有建议带具体价格 / 每条建议附时效标签\n\n一、时间检查。不在9:30-16:00 → SILENT\n\n二、采集数据：读 /home/hmo/web-dashboard/data/portfolio.json（JSON格式） 和 /home/hmo/web-dashboard/data/watchlist.json（JSON格式）；curl qt.gtimg.cn 拉实时行情。HK股交易到16:00。\n\n三、分析输出：\n1. 每只股票两行：第一行代码|名称|现价|涨跌%|仓位%，第二行操作建议【时效】|止损/止盈/补仓价格\n2. 异常>±3%必须搜原因并写出\n3. 调知微分析：`position-analyst -z \"（知微）盘中分析。数据：... 按上述格式输出。不准用模糊词。所有数字带价格。输出是最终答案。\" --resume analyst-session` timeout=600\n\n四、输出格式：「📊 知微盘中报 | 时间」+ 分析内容。系统自动推送，不做外部推送。\n\n五、数据同步：将分析结果POST到dashboard\n在输出报告之后，额外执行以下步骤：\n1. 对持仓股，汇总每只股票的操作建议（suggestion）、止损价(stop_loss)、止盈价(take_profit)、补仓区间(buy_zone_low~buy_zone_high)、理由(reason)\n2. 对自选股，汇总每只股票的买入区间(buy_low~buy_high)、建议仓位(position_recommend)、理由(reason)\n3. 用curl POST到 http://localhost:8899/api/analysis/batch\n   curl -X POST http://localhost:8899/api/analysis/batch \\\n     -H 'Content-Type: application/json' \\\n     -d '{\"holdings\":[{\"code\":\"...\",\"suggestion\":\"持有/加仓/减仓/止损\",\"stop_loss\":\"...\",\"take_profit\":\"...\",\"buy_zone_low\":\"...\",\"buy_zone_high\":\"...\",\"reason\":\"...\"}],\"watchlist\":[{\"code\":\"...\",\"buy_low\":\"...\",\"buy_high\":\"...\",\"position_recommend\":\"...%\",\"reason\":\"...\"}]}'\n注意：不要改动输出格式！同步步骤在输出报告之后执行，不影响报告内容。\n\n## Response\n\n📊 **知微盘中报 | 6/1 12:40**\n\n总资产105.30万 | 仓位79.25% | 现金21.86万 | 总盈亏-10.24万 | 日盈亏+1.79万\n\n---\n\n**持仓操作建议（按仓位从高到低）**\n\n688411|海博思创|303.00|+9.78%|12.00%\n储能政策催化+储算一体化持续发酵，盘中持有【盘中】|止损260.00（已上移），止盈无上限，已执行1/4减仓\n\n01478|丘钛科技|10.18|+6.71%|9.19%\n深套-26.48%不割肉，手机链回暖信号确认，盘中持有【盘中】|止损已破不计入，补仓区9.16~9.36，待站稳10.50确认趋势\n\n01211|比亚迪股份|90.80|-0.55%|8.19%\n正常震荡无异常，本周持有【本周】|止损81.74，止盈115.39\n\n09988|阿里巴巴-W|123.70|+2.32%|7.10%\n恒指走强带动，盘中持有【盘中】|止损110.00，止盈140.00\n\n601899|紫金矿业|30.36|-0.26%|6.92%\n有色板块弱势横盘，本月持有【本月】|止损已破不计入，补仓区27.32~27.93\n\n600739|辽宁成大|10.77|+0.09%|6.75%\n横盘无信号，本月持有【本月】|止损9.69，止盈14.74\n\n300750|宁德时代|425.03|+0.24%|4.04%\n浮盈+5.79%，跟随新能源指数走强，盘中持有【盘中】|止损382.00，止盈470.00\n\n02388|中银香港|48.18|+0.50%|3.95%\n浮盈+9.74%，趋势健康，盘中持有【盘中】|止损43.00，止盈52.00\n\n00700|腾讯控股|438.20|+2.57%|3.59%\n恒指走强+2.57%带动，浮亏收窄至-1.55%，盘中持有【盘中】|止损400.00，止盈490.00\n\n02202|万科企业|2.81|+3.69%|3.39%\n极度深套-48.12%，地产政策利好反弹，本月持有【本月】|不建议补仓，基本面未反转\n\n600563|法拉电子|157.89|-4.82%|3.00%\n高位缩量回撤无利空（近一月+30%后的正常补跌），盘中持有观察【盘中】|止损134.13，破155建议减仓\n\n600036|招商银行|37.97|-0.11%|2.88%\n银行股横盘稳健，本周持有【本周】|止损34.17，止盈43.63\n\n06160|百济神州|169.90|-3.90%|2.79%\n创新药板块获利回吐，非个股利空，盘中持有【盘中】|止损150.67\n\n518880|黄金ETF华安|9.384|-0.14%|2.14%\n深套-23.03%，黄金震荡偏弱，本月持有【本月】|补仓区8.45~8.63\n\n300035|中科电气|16.98|+3.16%|1.77%\n锂电池概念反弹+3.16%，深套-28.90%但仓位小，本周持有【本周】|补仓区15.28~15.62\n\n300690|双一科技|25.69|+1.18%|0.98%\n仓位极小，本周持有【本周】|止损23.43\n\n688639|华恒生物|23.48|+0.04%|0.45%\n仓位忽略，持有观察【本周】|\n\n600110|诺德股份|12.51|-1.18%|0.12%\n仓位0.12%不用管，忽略【本周】|\n\n---\n\n**异常波动（>±3%）原因**\n\n• 688411海博思创+9.78% → 储能政策利好+次新股活跃\n• 01478丘钛科技+6.71% → 手机产业链回暖+618备货预期\n• 02202万科企业+3.69% → 地产板块反弹+深圳楼市新政预期\n• 300035中科电气+3.16% → 锂电池/负极材料概念活跃\n• 600563法拉电子-4.82% → 高位回调补跌（近月+30%）\n• 06160百济神州-3.90% → 创新药板块集体回调\n\n---\n\n**自选关注**\n\n• 01088中国神华47.54+5.46% | 能源走强高股息策略受追捧\n• 09868小鹏汽车-W67.20+5.25% | 新能源车板块反弹关注后续\n• 300124汇川技术74.95+1.34% | 工控龙头稳健\n• 01070TCL电子14.05+1.52% | 小幅反弹关注\n• 688795摩尔线程-U637.61-0.84% | 窄幅震荡观望\n• 688802沐曦股份-U664.02-1.78% | 回调中观望\n• 002594比亚迪A股94.10-2.16% | 比港股价差3.6%正常\n• 02359药明康德127.70-2.00% | 医药板块走弱观望\n• 300548博创科技224.27-10.01%⚠️ | 光通信高位杀跌，不抄底\n• 01888建滔集团49.50-9.34%⚠️ | 暴跌原因待查，观望\n• 06869长飞光纤212.60-6.43%⚠️ | 光纤板块回调，观望\n• 688981中芯国际134.87-3.60%⚠️ | 半导体回调，观望\n• 001309德明利615.98-3.75%⚠️ | 存储芯片跟跌，观望\n• 02628中国人寿28.64-0.83% | 保险横盘\n• 00968信义光能2.71+1.50% | 光伏低位企稳\n• 02318中国平安60.35+0.50% | 金融板块稳定\n\n---\n\n📌 今日要点：储能/手机链/新能源车反弹领涨，高位科技（光通信/光纤/半导体）跌幅较大。总仓位79.25%偏高，现金21.86万防守充裕。重点关注海博思创减仓执行情况、丘钛科技能否突破10.50、法拉电子155支撑位。\n",
  "stocks_mentioned": [
    "00700",
    "01211",
    "01478",
    "02202",
    "02388",
    "06160",
    "09988",
    "300035",
    "300690",
    "300750",
    "518880",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411",
    "688639"
  ],
  "_id": "cron_bb35a0b1b5e3_2026-06-01_12-43-58"
}