{
  "title": "Cron Job: 持仓情报-盘中",
  "type": "盘中",
  "created_at": "2026-06-01T11:55:35.955144",
  "summary": "**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-01 11:44:21\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 11:44:21\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/Obsidian/knowledge/finance/dad-portfolio.md 和 dad-watchlist.md；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## Response\n\n📊 知微盘中报 | 2026-06-01 11:45\n\n**持仓操作（按仓位从高到低）**\n\n• 海博思创(688411) | 现价303.00 | +9.78% | 仓位12.68%\n→ 剩余仓位继续持有博超额收益【今日有效】| 止损219.05 | 今早已执行1/4减仓于309.17\n\n• 丘钛科技(01478) | 现价10.100 | +5.87% | 仓位8.58%\n→ 止盈12.11 | 观察能否站稳10.00收盘确认突破【今日有效】| 手机链放量突破形态健康\n\n• 紫金矿业(601899) | 现价30.36 | -0.26% | 仓位7.35%\n→ 持有，铜价震荡中【本周有效】\n\n• 阿里巴巴-W(09988) | 现价123.00 | +1.74% | 仓位7.25%\n→ 持有，港股科技回暖中【本周有效】\n\n• 辽宁成大(600739) | 现价10.77 | +0.09% | 仓位6.95%\n→ 持有，横盘无方向【本周有效】\n\n• 比亚迪股份(01211) | 现价90.55 | -0.82% | 仓位4.56%\n→ 持有，窄幅波动中【本周有效】\n\n• 宁德时代(300750) | 现价425.03 | +0.24% | 仓位4.03%\n→ 持有，新能源板块平稳【本周有效】\n\n• 中银香港(02388) | 现价48.06 | +0.25% | 仓位4.02%\n→ 持有，银行股平淡【本周有效】\n\n• 腾讯控股(00700) | 现价438.60 | +2.67% | 仓位3.60%\n→ 持有，港股科技带动上涨【本周有效】\n\n• 法拉电子(600563) | 现价157.89 | -4.82% | 仓位3.31% ⚠️高位获利回吐\n→ 止盈165.88 | 止损134.21 | 观察155.00支撑位，缩量回调不恐慌减仓【本周有效】| 查无个股利空，前期140→165+正常回撤\n\n• 百济神州(06160) | 现价170.70 | -3.45% | 仓位~3.11% ⚠️创新药回调\n→ 止损145.01 | 观察168.00（20日线）能否企稳【本周有效】| 前期150→179获利回吐\n\n• 招商银行(600036) | 现价37.97 | -0.11% | 仓位2.83%\n→ 持有，银行板块走弱【本周有效】\n\n• 黄金ETF(518880) | 现价9.384 | -0.14% | 仓位2.16%\n→ 持有，金价震荡中【本周有效】\n\n• 中科电气(300035) | 现价16.98 | +3.16% | 仓位1.87%\n→ 持有，锂电负极板块跟涨，轻仓不动【本周有效】\n\n• 万科企业(02202) | 现价2.80 | +3.32% | 仓位1.56%*\n→ 持有，地产政策反弹，轻仓不动【本周有效】\n\n• 双一科技(300690) | 现价25.69 | +1.18% | 仓位0.98%\n→ 持有，观察仓不动【本周有效】\n\n• 华恒生物(688639) | 现价23.48 | +0.04% | 仓位0.47%\n→ 持有，观察仓不动【本周有效】\n\n• 诺德股份(600110) | 现价12.51 | -1.18% | 仓位0.10%\n→ 持有，观察仓不动【本周有效】\n\n**异常波动追踪**\n• 海博思创+9.78%：储能赛道火热+科创板反弹，冲击涨停后小幅回落，已执行1/4减仓\n• 法拉电子-4.82%：前期9连阳积累涨幅后获利回吐，缩量回调无利空\n• 中科电气+3.16%：锂电负极材料板块走强跟随\n• 丘钛科技+5.87%：手机链放量突破，苹果供应链预期改善\n• 万科企业+3.32%：地产政策宽松预期带动超跌反弹\n• 百济神州-3.45%：创新药板块获利回吐，关注168.00支撑\n\n**概况**：总资产1,043,935 | 仓位72.29% | 现金257,523。盘面分化，储能/手机链强势，消费电子/创新药回调。暂无急迫操作，弹药充足。\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_11-44-21"
}