diff --git a/analyst-knowledge-log.md b/analyst-knowledge-log.md index 6eca7b5..e17348c 100644 --- a/analyst-knowledge-log.md +++ b/analyst-knowledge-log.md @@ -95,3 +95,28 @@ - 止损+止盈:仅持仓(share>0)才监控,自选不生成止损/止盈zone **效果预期:** 已清仓的德明利/药明康德等自选不再推送止损止盈告警。买入区进出仍触发重评(内部不推送),保证策略持续更新。 + +## 2026-06-27 三维分析框架固化(news-flow-analysis skill) + +**发现了什么:** 协鑫能科(002015)分析暴露三个系统性问题: +1. 之前分析脱离大盘环境看个股,给出孤立判断 +2. 资金流数据只看单日暴量不看连续性,被6/24→6/25反向流误导 +3. 没有离场预警框架,只关注买入机会不关注风险信号 + +**新设了什么:** +- Skill: finance/news-flow-analysis — 新闻+资金流+大盘三维分析法 +- 四个层面印证框架(消息面→技术面异常→资金流验证→资金性质追踪) +- 反向框架(离场预警信号) +- 六项报告输出规则(大盘→板块→个股异常→资金验证→资金性质→明确结论) + +**自检清单(所有报告产出必须检查):** + □ 有没有考虑大盘环境? + □ 有没有考虑板块背景? + □ 逆势信号有没有识别? + □ 资金流向有没有验证? + □ 是单日暴量还是连续趋势? + □ 有没有离场预警的反向思考? + □ 结论有没有具体价格? + □ RIP原则:数据是否已核实(非模拟伪造)? + +**效果预期:** 所有个股分析自动走三维印证流程,避免孤立判断。资金流分析看趋势不看单日。每份报告自带离场预警条件。 diff --git a/cron_to_xmpp.py b/cron_to_xmpp.py index 3fa581d..e32acf1 100644 --- a/cron_to_xmpp.py +++ b/cron_to_xmpp.py @@ -51,6 +51,8 @@ SKIP_DIRS = { "30908cdc44a8", # cron-推XMPP中继自身输出 "a231e9c39b4e", # 知识研究-日常(由莫荷负责推送) "7bda62d24d22", # 梦境循环-知识库归并(由莫荷负责推送) + "0cbf6c317c60", # evolution-pulse 跨文档连接(由莫荷负责推送) + "1160671067e0", # wiki-self-growth 自修复(由莫荷负责推送) "health", # 健康检查输出 "b9fa4482dc1a", # 自成长知识库-22:10中继推送(莫荷的通道) } diff --git a/data/decisions.json b/data/decisions.json index dd2c549..b546947 100644 --- a/data/decisions.json +++ b/data/decisions.json @@ -1186,6 +1186,18 @@ "direction": "买入", "summary": "**自选**:长江通信(600345)涨停后等回调,距买入区>5%未入;中钨高新(000657)100.08(-2.36%)距买入区98~102约+2% 可关注。其余自选距买入区>3%暂不列。", "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**自选**:长江通信(600345)涨停后等回调,距买入区>5%未入;中钨高新(000657)100.08(-2.36%)距买入区98~102约+2% 可关注。其余自选距买入区>3%暂不列。", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "2026-06-27", + "direction": "买入", + "summary": "| **000657** | 中钨高新 | 99.51 | 93.0-97.0 | +2.6% | -3.31%周跌 | 已到买入区上沿 |", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ], "evaluation": [ @@ -4410,6 +4422,12 @@ "summary": "{\"code\":\"002594\",\"name\":\"比亚迪A\",\"action\":\"关注\",\"price\":89.74,\"reason\":\"自选未持仓,买入区内\"},", "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"002594\",\"name\":\"比亚迪A\",\"action\":\"关注\",\"price\":89.74,\"reason\":\"自选未持仓,买入区内\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, { "date": "2026-06-12", "direction": "买入", @@ -6004,6 +6022,12 @@ "summary": "• 腾讯控股(00700) | 436.00 | +2.06% → 🤝 持有:436.00,成本445.08,浮盈-2.0%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 腾讯控股(00700) | 现价438.0 | +2.53% | 强势反弹+2.53%至438.00,成本445.08浮亏-1.6%。止损420未触及,止盈470未触及,距回本仅1.6%,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -6064,6 +6088,24 @@ "summary": "② **腾讯(00700)** → 底仓设追踪止盈(高点回落5%) | 现价479.2(+9.91%),日内最高484.8,追踪价≈460", "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "❌ 反例:腾讯00700,底仓100股(3.59%),浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 机械执行,未考虑底仓属性+浮盈幅度。", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_11-47-33" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "❌ 反例:腾讯00700,底仓100股(3.59%),浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 这是机械执行,没有考虑底仓属性+浮盈幅度。", + "report_id": "cron_d3797d924ddc_2026-06-02_11-31-31" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **腾讯控股(00700) | 472.4→**浮盈+6.05%,已破470!当日+1.31% | 🤝持有设追踪止盈:按最新决策,底仓不因触及价位就出。设追踪止盈从高点回落5%(约449)再考虑出", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, { "date": "2026-06-03", "direction": "买入", @@ -6274,6 +6316,108 @@ "summary": "- 腾讯(00700) — 追踪止盈策略,无具体买入区间trigger。", "report_id": "cron_e3bf7b13af8d_2026-06-03_09-29-38" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-17-23" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**已入决策库的**:百济神州(06160)—操作覆盖;腾讯(00700)—追踪止盈关注;比亚迪(01211)/阿里(09988)/万科(02202)/中银(02388)—已在持仓分析", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -6622,6 +6766,198 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "3. **腾讯(00700)** — 6/2暴涨后设追踪止盈(从高点回落5%),6/3港股科技回调验证了止盈策略的必要性。6/4继续回落至459,距追踪触发线450仅2%。", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"trigger\":\"追踪止盈(高点回落5%约450),现价459距触发线2%\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 **腾讯控股(00700)** 457.40 — 今日10:45追踪止盈触发(459.8线)。现价低于触发线但100股底仓仍在。若进一步跌至450以下可接回。持有。", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "🔵 **腾讯(00700) 现价457.6** — 追踪止盈已触发(高点484回落5%=459.8,现价已低于触发线),持100股成本445.45浮盈+6.05%。若回落至450以下可考虑接回,暂持。", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.4},{", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -6736,6 +7072,60 @@ "summary": "• 腾讯控股(00700) 竞价464.00 (+1.09%) → 高于追踪止盈459.8,继续持有", "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "2. **腾讯控股(00700)** - 策略:追踪止盈(从高点回落5%),止损420,450以下可接回。现价458.4,从高点回落5%的追踪止盈已触发(459.8)。现价458.4略低于459.8,", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.6},{", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:47\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(关注止损)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-06", "direction": "卖出", @@ -6748,6 +7138,12 @@ "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-07", "direction": "卖出", @@ -6784,6 +7180,30 @@ "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":448.0},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "买入", @@ -6832,6 +7252,36 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **腾讯控股(00700) 444.00 (-0.54%)** — 策略买入区436.81~482.79,现价444.00在区间内。止损390.83/止盈528.77。浮盈+3.61%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "⚪ **模塑科技(000700) 16.17 (-2.06%)** — 策略买入区15.04~17.30,现价16.17在区间内。止损14.23/止盈19.40。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "持有", @@ -6904,6 +7354,54 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**腾讯控股(00700) 468.60(+3.40%)** → 强势反弹,在买入区436.81~482.79内运行。止损390.83安全/止盈528.77。浮盈+3.61%,100股底仓。持有设追踪", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**腾讯控股(00700) 465.60(+2.74%)** → 买入区436.81~482.79内,浮盈+3.61%,止损390.83/止盈528.77。今日大涨+2.74%,底仓持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -6946,6 +7444,24 @@ "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注\",\"price\":480.40,\"reason\":\"高开+3.18%突破阈值,距买入区上沿仅-0.5%\"},", "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **腾讯控股(00700)** HK$480.40 (+3.18%) — 突破+3%阈值!买入区436.81~482.79,现价距上沿仅-0.5%⚠️ 持100股底仓,浮盈+8.2%。若竞价转开盘", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注\",\"price\":480.40,\"reason\":\"高开+3.18%突破阈值,距买入区上沿仅-0.5%\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, { "date": "2026-06-13", "direction": "持有", @@ -6982,6 +7498,12 @@ "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-17", "direction": "买入", @@ -7012,6 +7534,12 @@ "summary": "**自选(距买入区±3%):** 腾讯(00700) 440.20HKD,前买入区444-450,距下限约-0.9%恰在边缘,可观察不操作;宁德时代(300750) 391.55,前买入区400-41", "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "**自选(距买入区±3%):** 腾讯(00700) 440.20HKD,前买入区444-450,距下限约-0.9%恰在边缘,可观察不操作;宁德时代(300750) 391.55,前买入区400-41", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, { "date": "2026-06-25", "direction": "持有", @@ -7995,6 +8523,12 @@ "summary": "**信义光能(00968)** HK$2.41 | 仓位0% | 买入区2.36~2.46 → RR 3.14", "report_id": "cron_99c06255590a_2026-06-17_08-35-59" }, + { + "date": "2026-06-19", + "direction": "买入", + "summary": "自选靠近买入区:华恒生物(688639) @21.2 量价齐升信号,买入区20.78~21.4 RR 2.28;信义光能(00968) @2.41 接近支撑位关注,买入区2.36~2.46 RR 3.", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-19", "direction": "买入", @@ -9627,6 +10161,24 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **中芯国际(00981) 74.70 (+2.96%)** — 策略买入区70.06~78.43,现价74.70在区间内。止损64.73/止盈87.57。浮盈+0.09%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "买入", @@ -9675,6 +10227,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-12", "direction": "买入", @@ -9687,6 +10275,12 @@ "summary": "**中芯国际H(00981)** 71.35(-2.25%) — 港股今日普涨但中芯H独跌-2.25%,同A股中芯A也跌-1.98%。晶圆双雄今日逆市走弱,距止损67约-6%安全但需关注下周能否企稳。", "report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22" }, + { + "date": "2026-06-12", + "direction": "卖出", + "summary": "**中芯国际H(00981)** 71.35(-2.25%) — 港股今日普涨但中芯H独跌-2.25%,同A股中芯A也跌-1.98%。晶圆双雄今日逆市走弱,距止损67约-6%安全但需关注下周能否企稳。", + "report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22" + }, { "date": "2026-06-15", "direction": "买入", @@ -12323,6 +12917,12 @@ "summary": "格式:🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%,回落至45.5可关注", "report_id": "cron_d3797d924ddc_2026-06-04_14-02-43" }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, { "date": "2026-06-05", "direction": "买入", @@ -12341,6 +12941,12 @@ "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-08", "direction": "买入", @@ -12377,6 +12983,24 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **中国神华(01088) 46.50 (-0.04%)** — 策略买入区43.57~48.15,现价46.50在区间内。止损41.27/止盈55.03。浮盈+0.26%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "买入", @@ -12425,6 +13049,36 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "持有", @@ -12443,6 +13097,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-21", "direction": "卖出", @@ -13969,6 +14629,12 @@ "summary": "• 比亚迪股份(01211) | 90.75 | -0.60% → 🤝 持有:90.75,成本96.16,浮盈-5.6%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 比亚迪股份(01211) | 现价90.9 | -0.44% | 窄幅震荡-0.44%至90.90,成本96.16浮亏-5.5%。止损85未触及,止盈100未触及,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -14143,6 +14809,102 @@ "summary": "| 比亚迪股份 | 01211 | 94.55(-2.27%) | 止损85/止盈100 | 中间安全 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -14437,6 +15199,246 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.3距止损115+7.2% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.4距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -14491,6 +15493,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -14515,6 +15553,54 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "其他7只远离操作区间,持有观察:比亚迪(01211) 88.15(-1.78%)止损85安全、辽宁成大(600739) 10.03(-2.53%)、宁德时代(300750) 393.02(-2.48%", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **比亚迪股份(01211) 88.15 (+0.11%)** — 策略买入区84.12~92.98,现价88.15在区间内。止损77.92/止盈104.49。浮亏-6.74%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -14581,6 +15667,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -14599,6 +15721,12 @@ "summary": "**3. 比亚迪股份(01211) 弱支撑83.47距1.8%** 现84.95仓6.03%浮亏-11.4%。小阴线偏弱,止损81.53距4%。持有观察不补仓。", "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, { "date": "2026-06-13", "direction": "持有", @@ -14629,6 +15757,12 @@ "summary": "**比亚迪股份(01211)** 距止损-12.5%!现价65.85(+0.13%),弱支撑74.48早已跌破,强支撑61.87。成本105.05(-37.3%)深度套牢。操作:不补不抄,观察61.8", "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" }, + { + "date": "2026-06-24", + "direction": "卖出", + "summary": "**比亚迪股份(01211)** 距止损-12.5%!现价65.85(+0.13%),弱支撑74.48早已跌破,强支撑61.87。成本105.05(-37.3%)深度套牢。操作:不补不抄,观察61.8", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, { "date": "unknown", "direction": "卖出", @@ -16056,6 +17190,24 @@ "summary": "• 丘钛科技(01478) | 10.24 | +7.34% → 👀 观望:涨7.34%收10.24,距止盈11.0还有7.4%,持有", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "01478|丘钛科技|10.110|+5.97%|🤝持有|超跌反弹+5.97%量能1471万放大,但距成本13.85仍差-27%。反弹量能配合暂持,止损设9.0,反弹至11以上减仓30%(3300股)", + "report_id": "cron_d3797d924ddc_2026-06-01_15-03-16" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "👀观望 丘钛科技(01478) | 现价10.24 | +7.34% | 底部放量大涨+7.34%至10.240,高10.500低9.730。距成本13.85仍-26%浮亏。止盈11.0未触及,止损9", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "01478|丘钛科技|10.21|+7.02%|👀观望【收盘】|涨7.02%但距止盈11.0仍有7.7%,成本13.85深套-26.5%,等待站稳10.5以上再考虑", + "report_id": "cron_d3797d924ddc_2026-06-01_16-02-49" + }, { "date": "2026-06-02", "direction": "卖出", @@ -16080,6 +17232,12 @@ "summary": "• **丘钛科技(01478) | 10.19→**当日+7.44%底部放量反弹,深套-26.46% | 🤝持有:止损9.0安全(距-11.7%),观察能否站稳10.5形成短期底部", "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **丘钛科技(01478) | 10.19→**当日+7.44%底部放量反弹,深套-26.46% | 🤝持有:止损9.0安全(距-11.7%),观察能否站稳10.5形成短期底部", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, { "date": "2026-06-03", "direction": "持有", @@ -16158,6 +17316,54 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, { "date": "2026-06-04", "direction": "卖出", @@ -16326,6 +17532,150 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, { "date": "2026-06-05", "direction": "卖出", @@ -16344,6 +17694,18 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, { "date": "2026-06-08", "direction": "持有", @@ -16362,6 +17724,48 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **丘钛科技(01478) 8.62 (-1.15%)** — 策略买入区8.16~9.02,现价8.62在区间内。止损7.9/止盈9.88。深套-37.22%暂持。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -16428,6 +17832,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**丘钛科技(01478) 8.03(-6.74%)** → 大跌跌破买入区8.16~9.02下沿!止损7.90距仅-1.6%⚠️。深套-37.22%,11000股仓位9.48%。破7.90需止损。", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "卖出", + "summary": "**丘钛科技(01478) 8.05(-6.50%)** → 深套-37.22%,止损7.9距+1.9%⚠️。今日大跌-6.50%,距止损极近。如破7.9需执行止损", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "卖出", @@ -16482,6 +17922,24 @@ "summary": "**丘钛科技(01478) 现价8.83 | 距止损7.51仅-14.9%!** 浮亏-36.28%重仓9.54%,成本13.86远高于现价。深套无解,止损7.51仍有一定距离但此为组合最大仓位。操作", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "**丘钛科技(01478) 现价8.83 | 距止损7.51仅-14.9%!** 浮亏-36.28%重仓9.54%,成本13.86远高于现价。深套无解,止损7.51仍有一定距离但此为组合最大仓位。操作", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, + { + "date": "2026-06-18", + "direction": "卖出", + "summary": "**③ 丘钛科技(01478)** ¥7.88 | 最大仓位10.23%深套-37.22%,消费电子板块昨日+0.86%稍有回暖,但若中概走弱拖累港股中小盘,谨防破位7.47止损线", + "report_id": "cron_99c06255590a_2026-06-18_08-38-18" + }, + { + "date": "2026-06-18", + "direction": "持有", + "summary": "**2. 丘钛科技(01478) 8.75HKD(-1.83%)** — 深套-36.90%,仓位8.13%为最重仓。评级⭐⭐⭐⭐⭐基本面强但短期无起色。仓位过重不宜补,持有等待,反弹至9.5可考虑减", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, { "date": "2026-06-18", "direction": "卖出", @@ -16500,12 +17958,30 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-24", "direction": "卖出", "summary": "**丘钛科技(01478)** 距止损-16.2%!现价6.67(-2.41%),弱支撑7.51已破。仓位10.48%为最大单仓。成本13.81(-51.7%)。操作:如跌破6.0需强制减半仓,下行缺", "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" }, + { + "date": "2026-06-24", + "direction": "卖出", + "summary": "**丘钛科技(01478)** 距止损-16.2%!现价6.67(-2.41%),弱支撑7.51已破。仓位10.48%为最大单仓。成本13.81(-51.7%)。操作:如跌破6.0需强制减半仓,下行缺", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "2026-06-25", + "direction": "卖出", + "summary": "**丘钛科技(01478) 7.2(-6.37%) | 距止损-32%!** 成本13.77浮亏-47.7%,放量破位弱势加剧。建议:深套不动,破6.5需重新评估。", + "report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53" + }, { "date": "2026-06-25", "direction": "卖出", @@ -18170,6 +19646,12 @@ "summary": "**建滔积层板(01888)** 现价66.70(+9.94%) | 买入区57.96~68.04 | 大涨近10%触近买入区上沿,可等回调至62~65区间介入。", "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**建滔积层板(01888)** 现价66.70(+9.94%) | 买入区57.96~68.04 | 大涨近10%触近买入区上沿,可等回调至62~65区间介入。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, { "date": "2026-06-13", "direction": "买入", @@ -18194,6 +19676,12 @@ "summary": "**建滔积层板(01888) 91.85(+3.49%)** | 仓位3.88%→持有", "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-25", "direction": "卖出", @@ -19362,6 +20850,12 @@ "summary": "| **万科企业(02202)** | ~2.81 | **-30.26%** | 5月29日将举行股东周年会,审议增发H股授权等事项。地产板块依旧承压,短期难见反转。**建议:观望,不急于止损,等待", "report_id": "cron_74c1032dcf01_2026-05-21_08-43-03" }, + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "| **万科企业(02202)** | ~2.81 | **-30.26%** | 5月29日将举行股东周年会,审议增发H股授权等事项。地产板块依旧承压,短期难见反转。**建议:观望,不急于止损,等待", + "report_id": "cron_74c1032dcf01_2026-05-21_08-43-03" + }, { "date": "2026-05-22", "direction": "买入", @@ -19398,6 +20892,12 @@ "summary": "• 万科企业(02202) | 2.78 | +2.58% → 🤝 持有:2.78,成本5.42,浮盈-48.7%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "👀观望 万科企业(02202) | 现价2.79 | +2.95% | 反弹+2.95%至2.79,成本5.42深套-48.5%。止损2.5未触及,深度套牢暂持观察", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -19524,6 +21024,96 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-17-23" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -19770,6 +21360,228 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"trigger\":\"补仓2.5~2.6,现价2.64距补仓区+1.5%\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -19800,6 +21612,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -19848,6 +21684,30 @@ "summary": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.62},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "卖出", @@ -19872,6 +21732,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **万科企业(02202) 2.55 (0.00%)** — 策略买入区2.41~2.67,现价2.55在区间内。止损2.34/止盈2.92。深套-45.04%暂持。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, { "date": "2026-06-10", "direction": "持有", @@ -19920,6 +21816,12 @@ "summary": "**万科企业(02202)** 现价2.42 | 仓位4.03% | 光头光脚阴线-4.76%,房地产板块整体-0.92%,破位下行,注意2.06止损防线", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**万科企业(02202)** 距止损-12.5%!现价2.0(-3.75%),弱支撑2.26已破,逼近止损1.75。成本4.68(-57.3%)深套。操作:已无加仓意义,跌破1.75必须斩仓,本周重", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, { "date": "2026-06-24", "direction": "买入", @@ -23175,6 +25077,12 @@ "summary": "• 中银香港(02388) | 48.26 | +0.67% → 🤝 持有:48.26,成本43.91,浮盈+9.9%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 中银香港(02388) | 现价48.22 | +0.58% | 稳健上行+0.58%至48.22,成本43.91浮盈+9.8%。止损46未触及,止盈52距7.8%,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -23367,6 +25275,102 @@ "summary": "| 中银香港 | 02388 | 47.94(-0.13%) | 止损44/止盈52 | 中间安全 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -23667,6 +25671,252 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.3距止损115+7.2% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.4距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -23709,6 +25959,36 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -23733,6 +26013,24 @@ "summary": "{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.0},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "买入", @@ -23763,6 +26061,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **中银香港(02388) 48.26 (+0.96%)** — 策略买入区45.22~49.98,现价48.26在区间内。止损42.84/止盈57.12。浮盈+9.15%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "卖出", @@ -23811,6 +26133,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**中银香港(02388) 46.28(-3.38%)** → 回调-3.38%,买入区43.5~46.0,现价略高于上沿。止损42.5/止盈50.0。浮盈+9.15%仍安全", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -23823,6 +26181,12 @@ "summary": "中银香港(02388) HK$47.12(+3.02%) | 5.46%→持有", "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, { "date": "2026-06-15", "direction": "卖出", @@ -23835,6 +26199,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-25", "direction": "持有", @@ -25190,6 +27560,12 @@ "direction": "买入", "summary": "- 中国人寿(02628) & 小鹏汽车(09868) — 盈亏比过低,不建议买入", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-27", + "direction": "买入", + "summary": "6. 🟢 **中国人寿** (02628) — 距买入区-2%,保险板块虽弱但估值低", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ], "evaluation": [ @@ -26617,6 +28993,12 @@ "summary": "② 百济神州(06160) **距止损168仅2.0%** — 收盘171.50,穿破即清200股", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🛑止损预警 百济神州(06160) | 现价172.1 | -2.66% | 跌-2.66%至172.10,成本177.26浮亏-2.9%。日内最低168.800逼近止损168仅+2.4%。若跌破16", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -26791,6 +29173,132 @@ "summary": "- 🔵 百济神州(06160) 163.90(-1.44%) — batch1触发区间164~166,现价低于下沿,未进入区间。止损160距+2.4%,安全。", "report_id": "cron_d39e265198ad_2026-06-03_10-51-49" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-17-23" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**已入决策库的**:百济神州(06160)—操作覆盖;腾讯(00700)—追踪止盈关注;比亚迪(01211)/阿里(09988)/万科(02202)/中银(02388)—已在持仓分析", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-46-30" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_14-32-38" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "1. **百济神州(06160)** ¥164.5(-2.55%)→ 现价在batch1区间164~166内运行,止损160安全(+2.8%),批次2需170~172未到", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**百济神州(06160)** — 现价164.5,批次1(164~166)已于今日执行完毕,批次2等待170~172(+3.4%),止损160(-2.8%)安全", + "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🔵 **百济神州(06160)** 现价165.2 → batch1区间164~166内运行(昨日执行试仓100股@164.4),止损160距-3.1%安全。batch2加仓170~172未到。", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "买入", @@ -27163,6 +29671,210 @@ "summary": "- 百济神州(06160): batch1已执行(164~166),batch2等待170~172。昨收165.20,距batch2上沿172差-4.0%,不接近。止损160安全(+3.2%)。", "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "1. **百济神州(06160)** — 从5/21开始反复关注买入,6/1止损预警(168),6/2洗盘判断下调底限至160~163,6/3成功执行batch1(164.40),6/4执行batch", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"trigger\":\"止损160/batch1(164.40)+batch2(171.40)已执行,等待目标17", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**百济神州(06160)** 现价169.8,第二批加仓区间170~172,仅差0.2元即进入区间。昨日daily_review确认batch1已执行(100股@164.4,均价173.07),止损", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "🔵 **百济神州(06160)** 169.40 — 两批已完成(batch1@164.40, batch2@171.40),均价172.65。止损160距+5.9%安全,目标175距-3.3%。持有", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🔵 **百济神州(06160) 现价168.2** — 两批均已完成执行(batch1@164.40试仓100股、batch2@171.40加仓100股),现共持400股均价172.65,浮亏-5.0", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "【纵向判断】今日A股普跌(仅12%板块上涨),银行/证券/保险全线走低,港股预计跟跌。电子化学品和半导体逆势走强。海博思创(688411)A股逼近止损是关键风险点。诺德(600110)加仓窗口存在但小", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.4},{", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "- 百济神州(06160): batch1已执行(164~166),batch2等待170~172。昨收165.20,距batch2上沿172差-4.0%,不接近。止损160安全(+3.2%)。", + "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" + }, { "date": "2026-06-05", "direction": "买入", @@ -27313,6 +30025,90 @@ "summary": "• 百济神州(06160) 竞价167.90 (0.00%) → 止损160安全,等待目标175/185", "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"trigger\":\"11.5", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "但是让我再仔细检查一下百济神州(06160)的情况,因为这是重要的持仓且有分批策略。根据决策库,百济神州有第二批加仓区间170~172,而当前价格是167.0,距离加仓区间还有约1.8%的距离,不在操", + "report_id": "cron_d3797d924ddc_2026-06-05_10-06-46" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **百济神州(06160)** 现价162.5 → 距止损160仅1.56%,关注止损风险。按决策库策略,第二批加仓170~172已执行,现持有等待目标175/185。", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:47\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(关注止损)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "1. **百济神州(06160)** - 当前价163.8,策略显示已完成第一批试仓和第二批加仓,止损160,目标175/185。现价163.8在止损160之上,但不在任何加仓区间内。", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:03\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有观察\",\"price\":163.8}", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "• **百济神州(06160) 距止损160仅1.9%** 周五收163.00(-2.92%),区间最低161.10。均价172.65,浮亏约-6%,止损160务必设好", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-06", "direction": "卖出", @@ -27343,6 +30139,12 @@ "summary": "⚠️ **三只票(688411/06160/09868)距止损<2%,下周一开盘第一优先级监控。**", "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" }, + { + "date": "2026-06-07", + "direction": "买入", + "summary": "1. **百济神州(06160) 分批入场策略完美执行** — 6/3 试仓100股@164.40(区间164~166内)、6/4 加仓100股@171.4(区间170~172内),严格按决策库执行,", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, { "date": "2026-06-08", "direction": "买入", @@ -27415,6 +30217,42 @@ "summary": "{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"止损触发\",\"price\":159.3},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "1. **【百济神州(06160) 止损预警】** 现价163.0距止损160仅1.8%。美股纳指暴跌4.7%,今日港股若低开2%即触发止损。**严格执行策略:破160清仓400股。** 若未破160", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "• **百济神州(06160)** 集合竞价**159.300 (-2.27%) → 跌破止损160!** 按决策库规则:止损160应全部止损清仓200股。均价172.65,若执行止损亏损约(172.", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, { "date": "2026-06-09", "direction": "买入", @@ -27463,6 +30301,24 @@ "summary": "| 百济神州(06160) | 163.00 | 163.10 | +0.06% 仍逼近止损 |", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "1. **百济神州(06160) 163.0 ⚠️ 止损临界** — 距止损160仅+1.9%,是当前组合最大风险敞口(400股/5.68%仓位)。严格执行决策库策略:跌破160清仓400股。今日开盘", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "- **百济神州(06160)**:6/3 review预判\"止损160安全\",6/4 batch2@171.4执行成功,6/8已降至163.0距止损仅1.8%。趋势恶化,从\"安全\"→\"临界\"。", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, { "date": "2026-06-10", "direction": "买入", @@ -27492,6 +30348,12 @@ "direction": "买入", "summary": "自选距买入区±3%:百济(06160)163.7距买入区175-180差-6.5%;汇川(300124)71.18距75-76差-5.3%;暂无±3%内标的", "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" + }, + { + "date": "2026-06-27", + "direction": "买入", + "summary": "5. 🟢 **百济神州** (06160) — 刚触及买入区上沿,补税利空已出尽", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ], "evaluation": [ @@ -29048,6 +31910,12 @@ "summary": "自选股:小鹏汽车(09868)现价67.2低于买入区70~72,但需实时价确认;长飞光纤(06869)现价212.6在买入区210~220内,但同需实时价确认。其他自选无特别关注。", "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "自选股:小鹏汽车(09868)现价67.2低于买入区70~72,但需实时价确认;长飞光纤(06869)现价212.6在买入区210~220内,但同需实时价确认。其他自选无特别关注。", + "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" + }, { "date": "2026-06-05", "direction": "买入", @@ -29060,6 +31928,12 @@ "summary": "{\"type\": \"价格监控\", \"time\": \"15:54\", \"triggers\": [\"📌 (06869) 238.6 → 离开加仓区间240.0~255.0", "report_id": "cron_d39e265198ad_2026-06-05_15-54-37" }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\": \"价格监控\", \"time\": \"15:54\", \"triggers\": [\"📌 (06869) 238.6 → 离开加仓区间240.0~255.0", + "report_id": "cron_d39e265198ad_2026-06-05_15-54-37" + }, { "date": "2026-06-06", "direction": "买入", @@ -29072,6 +31946,12 @@ "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-13", "direction": "买入", @@ -29673,6 +32553,18 @@ "summary": "**自选股:** 小鹏汽车(09868)昨日收盘68.15,买入区70~72,仍低于区间下沿;博创科技(300548)昨日收盘224.27,买入区230~235,仍低于区间;其余均远离或暂观。无新增进", "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "自选股:小鹏汽车(09868)现价67.2低于买入区70~72,但需实时价确认;长飞光纤(06869)现价212.6在买入区210~220内,但同需实时价确认。其他自选无特别关注。", + "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "**自选股:** 小鹏汽车(09868)昨日收盘68.15,买入区70~72,仍低于区间下沿;博创科技(300548)昨日收盘224.27,买入区230~235,仍低于区间;其余均远离或暂观。无新增进", + "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" + }, { "date": "2026-06-04", "direction": "持有", @@ -29793,6 +32685,54 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.4},{", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "买入", @@ -29967,6 +32907,60 @@ "summary": "• 小鹏集团(09868) 竞价66.50 (+0.08%) → 仍在买入区间65~68内,止损64", "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"trigger\":\"11.5", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "小鹏汽车-W(09868) 现价65.1,在买入区间65~68内。根据6月4日daily_review,已建仓400股@66.45(成本66.56,微浮亏)。当前价格仍在买入区间,可考虑按原策略继续执", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.60},", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:31\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.60},", + "report_id": "cron_d3797d924ddc_2026-06-05_13-32-14" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:03\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有观察\",\"price\":163.8}", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, { "date": "2026-06-06", "direction": "买入", @@ -29979,6 +32973,12 @@ "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-07", "direction": "卖出", @@ -30069,6 +33069,36 @@ "summary": "• **小鹏(09868)** 买入区65~68,现62.80已跌破,不在买入范围内", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "3. **【小鹏汽车(09868) 止损观察】** 现价65.0恰在买入区下限,止损64仅-1.5%。zone_breach记录price=64.5已低于65。今日若跳空低开破64,按策略止损清仓40", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "买入", @@ -30135,6 +33165,36 @@ "summary": "| 小鹏汽车(09868) | 62.00 | 62.00 | 0% 已破止损64 |", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "2. **小鹏汽车(09868) 65.0 ⚠️ 止损临界** — 距止损64仅-1.5%。zone_breach标记reassess,6/8收盘62.00已破买入区。建议关注今日是否反弹回65以上,", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **小鹏集团-W(09868) 60.95 (-1.69%)** — 策略买入区58.09~64.21,现价60.95在区间内。止损53.81/止盈72.16。浮亏-6.93%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "买入", @@ -30183,6 +33243,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -30201,6 +33297,12 @@ "summary": "**小鹏集团-W(09868) 现价56.00(-5.96%) | 仓位2.46%→持有**", "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, { "date": "2026-06-13", "direction": "买入", @@ -31801,6 +34903,12 @@ "summary": "• 阿里巴巴-W(09988) | 122.80 | +1.57% → 🤝 持有:122.80,成本126.49,浮盈-2.9%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 阿里巴巴-W(09988) | 现价123.3 | +1.99% | 温和反弹+1.99%至123.30,成本126.49浮亏-2.5%。止损118未触及,止盈135未触及,距回本仅2.5%,", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "持有", @@ -31981,6 +35089,102 @@ "summary": "| 阿里巴巴-W | 09988 | 127.20(-2.83%) | 止损115/止盈145 | 中间安全 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -32275,6 +35479,252 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"trigger\":\"止损115/止盈145,现价123.50区间内\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.3距止损115+7.2% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.4距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -32329,6 +35779,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -32353,6 +35839,24 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "卖出", @@ -32383,6 +35887,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **阿里巴巴-W(09988) 117.00 (-1.52%)** — 策略买入区112.0~123.8,现价117.00在区间内。止损103.75/止盈139.12。浮亏-6.00%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "持有", @@ -32437,6 +35965,54 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**阿里巴巴(09988) 112.40(-3.16%)** → 在买入区112.0~123.8下沿,距止损103.75安全。浮亏-6.00%,700股仓位8.25%。持有。", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**港股:** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -32491,6 +36067,30 @@ "summary": "**阿里巴巴(09988)** 现价107.40 仓位9.25% → 距止损103.75仅3.4%!港股科技板块集体下挫,阿里巴巴领跌,若盘中未收复110,收盘前执行半仓减仓。", "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 阿里巴巴(09988) 现价106.6(-6.08%) 仓位9.25%→持有 | 距成本126.17浮亏-15.5%!今日放量大跌6%,日低106.5接近破位。无预设止损,建议设止损100并观察。", + "report_id": "cron_d3797d924ddc_2026-06-11_14-48-58" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "阿里巴巴(09988) HK$107.30 仓位9.25% → 距止损103.75仅+3.3%!今日暴跌-5.46%成本126.17浮亏-14.95%。操作:设止损103.75跌破清仓", + "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**阿里巴巴(09988)** 现价107.40 仓位9.25% → 距止损103.75仅3.4%!港股科技板块集体下挫,阿里巴巴领跌,若盘中未收复110,收盘前执行半仓减仓。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, { "date": "2026-06-13", "direction": "持有", @@ -32509,6 +36109,12 @@ "summary": "**阿里巴巴(09988.HK) 现价109.3 | 距止损104.67仅-4.2%!** 浮亏-13.66%仓位7.51%,持续走弱。弱支撑107.07已破,强支撑104.67即止损位。操作:浮亏>", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "**阿里巴巴(09988.HK) 现价109.3 | 距止损104.67仅-4.2%!** 浮亏-13.66%仓位7.51%,持续走弱。弱支撑107.07已破,强支撑104.67即止损位。操作:浮亏>", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-16", "direction": "持有", @@ -32533,6 +36139,12 @@ "summary": "阿里(09988) 107.5(-1.65%) 距损2.6%!浮亏-15.2%,破105减仓", "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_113625" }, + { + "date": "unknown", + "direction": "卖出", + "summary": "阿里巴巴(09988) HK$107.3(-0.24%) 仓位7.5% → 距止损104.67仅2.5%! 浮亏-15.2%,最接近止损的持仓。若大盘走弱(今创业板强但上证平)注意触发止损。", + "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_120346" + }, { "date": "unknown", "direction": "卖出", @@ -33933,6 +37545,12 @@ "summary": "• 中科电气(300035) | 16.89 | +2.61% → 🤝 持有:16.89,成本23.88,浮盈-29.3%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 中科电气(300035) | 现价16.89 | +2.61% | 反弹+2.61%至16.89,成本23.88浮亏-29.3%。深度套牢,止损15未触及,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -34107,6 +37725,96 @@ "summary": "| 中科电气 | 300035 | 16.76(+1.33%) | 止盈20 | 低于止盈,等反弹 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -34371,6 +38079,234 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -34401,6 +38337,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -34425,6 +38385,48 @@ "summary": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.36},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **中科电气(300035) 17.48 (+6.39%)** — 策略买入区16.33~18.05,现价17.48在区间内。止损15.47/止盈20.63。深套-22.17%,反弹中暂持。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -34461,6 +38463,24 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**2. 中科电气(300035) 距止损16.01仅1.8%!** 现16.31(+4.63%)仓2.73%浮亏-27%。今日虽反弹但量价齐跌卖盘占优,止损16.01设好不破不移。", + "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" + }, { "date": "2026-06-11", "direction": "卖出", @@ -34491,6 +38511,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-25", "direction": "持有", @@ -35812,6 +39838,12 @@ "summary": "**🟢 汇川技术(300124) ¥67.16 | 买入区65.82~68.5 ✅ | RR:3.25**", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "**自选(距买入区±3%):** 腾讯(00700) 440.20HKD,前买入区444-450,距下限约-0.9%恰在边缘,可观察不操作;宁德时代(300750) 391.55,前买入区400-41", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, { "date": "2026-06-18", "direction": "买入", @@ -38499,6 +42531,12 @@ "summary": "**基本信息:** 300548 博创科技 | action=reassess | 原买入区 230~235", "report_id": "cron_d763b2aab864_2026-06-03_19-44-21" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "**自选股:** 小鹏汽车(09868)昨日收盘68.15,买入区70~72,仍低于区间下沿;博创科技(300548)昨日收盘224.27,买入区230~235,仍低于区间;其余均远离或暂观。无新增进", + "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" + }, { "date": "2026-06-07", "direction": "买入", @@ -38535,6 +42573,30 @@ "summary": "• **博创科技(300548)** 开210.78 (-3.75%) → 昨收219.00,成本231.46浮亏-8.9%。6/3曾建议上调买入区至238~245,现价远低于该区间", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "• **博创科技(300548)** 开210.78 (-3.75%) → 昨收219.00,成本231.46浮亏-8.9%。6/3曾建议上调买入区至238~245,现价远低于该区间", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, { "date": "2026-06-09", "direction": "买入", @@ -38583,6 +42645,30 @@ "summary": "| 博创科技(300548) | 213.00 | 215.79 | +1.31% 接近建议买入区 |", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **博创科技(300548) 238.83 (+12.13%)** — 大涨突破!策略买入区221.2~244.49,现价238.83在区间内偏上沿。止损197.92/止盈267.78。浮盈+2.", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "持有", @@ -38619,6 +42705,30 @@ "summary": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":234.20,\"change_pct\":-1.94,\"note\":\"买入区221.2~244.", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**A股:** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":234.20,\"change_pct\":-1.94,\"note\":\"买入区221.2~244.", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, { "date": "2026-06-11", "direction": "买入", @@ -38631,6 +42741,18 @@ "summary": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":232.70,\"reason\":\"买入区221.2~244.49内运行\"},", "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":232.70,\"reason\":\"买入区221.2~244.49内运行\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-12", + "direction": "卖出", + "summary": "**博创科技(300548)** 224.03(-0.43%) — 盘中从+3.8%暴跌至-0.43%(振幅超4%)收长上影,距弱撑220.89仅+1.4%。今日冲高回落疑似试盘失败,破则看209止损", + "report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22" + }, { "date": "2026-06-12", "direction": "卖出", @@ -38661,6 +42783,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-22", "direction": "卖出", @@ -40080,6 +44208,12 @@ "summary": "• **宁德时代(300750) 411.16 ↓-0.11%** → 在买入区400-410上沿附近,可等回调至410下方布局,仓位5-8%,目标480-500", "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **宁德时代(300750) 411.16 ↓-0.11%** → 在买入区400-410上沿附近,可等回调至410下方布局,仓位5-8%,目标480-500", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, { "date": "2026-05-29", "direction": "持有", @@ -40110,6 +44244,12 @@ "summary": "• 宁德时代(300750) | 420.10 | -0.92% → 🤝 持有:420.10,成本401.78,浮盈+4.6%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 宁德时代(300750) | 现价420.1 | -0.92% | 跌-0.92%至420.10,成本401.78浮盈+4.6%。止损400距-4.8%,日内低点418.18。收盘远离止损,暂", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -40308,6 +44448,102 @@ "summary": "| 宁德时代 | 300750 | 428.52(-1.24%) | 止盈500 | 距止盈-14% |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -40560,6 +44796,228 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"trigger\":\"止盈500,现价408.20回调-4.27%需关注\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -40590,6 +45048,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -40614,6 +45096,24 @@ "summary": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":400.0},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "卖出", @@ -40644,6 +45144,60 @@ "summary": "• **宁德时代(300750)** 竞价399.99 (+1.77%) → 昨收393.02反弹,100股持有观察", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **宁德时代(300750) 399.50 (+1.65%)** — 策略买入区370.68~409.7,现价399.50在区间内。止损331.66/止盈448.72。⚠️高价股,100股≈3.9", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**A股:** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":395.28,\"change_pct\":-1.06,\"note\":\"正常波动\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, { "date": "2026-06-10", "direction": "持有", @@ -40686,6 +45240,12 @@ "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-17", "direction": "买入", @@ -40698,6 +45258,12 @@ "summary": "**自选(距买入区±3%):** 腾讯(00700) 440.20HKD,前买入区444-450,距下限约-0.9%恰在边缘,可观察不操作;宁德时代(300750) 391.55,前买入区400-41", "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "**自选(距买入区±3%):** 腾讯(00700) 440.20HKD,前买入区444-450,距下限约-0.9%恰在边缘,可观察不操作;宁德时代(300750) 391.55,前买入区400-41", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, { "date": "2026-06-22", "direction": "持有", @@ -41823,6 +46389,12 @@ "summary": "• 黄金ETF华安(518880) | 9.344 | -0.56% → 🤝 持有:9.344,成本12.19,浮盈-23.4%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 黄金ETF华安(518880) | 现价9.344 | -0.56% | 微跌-0.56%至9.344,成本12.19深套-23.4%。止损7.96距-14.8%安全,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -42009,6 +46581,102 @@ "summary": "| 黄金ETF | 518880 | 9.306(-1.11%) | 减仓区10.5~11 | 远低于区间 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -42237,6 +46905,210 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"trigger\":\"10.5~11减仓,现价9.29远低于目标\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, { "date": "2026-06-05", "direction": "卖出", @@ -42267,6 +47139,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-08", "direction": "持有", @@ -42303,6 +47211,42 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **黄金ETF华安(518880) 9.005 (+0.58%)** — 策略买入区8.56~9.46,现价9.005在区间内。止损7.66/止盈10.36。⚠️ zone_breach标记rea", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, { "date": "2026-06-10", "direction": "持有", @@ -42333,6 +47277,12 @@ "summary": "**黄金ETF华安(518880) 现价8.928 | 距止损7.59仅-15.0%!** 浮亏-26.77%仓位2.44%。远低于成本12.19,深套持有。弱支撑8.66尚可,但趋势仍弱(倒T线/b", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "**黄金ETF华安(518880) 现价8.928 | 距止损7.59仅-15.0%!** 浮亏-26.77%仓位2.44%。远低于成本12.19,深套持有。弱支撑8.66尚可,但趋势仍弱(倒T线/b", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-17", "direction": "卖出", @@ -42363,6 +47313,12 @@ "summary": "**A股**:大盘弱势(仅13.3%板块上涨)。黄金ETF 518880(8.52,-0.26%)深套持有;紫金矿业(27.65,-0.36%)深套持有;华恒生物(21.4,-1.97%)微套;中科电", "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" }, + { + "date": "2026-06-24", + "direction": "持有", + "summary": "**A股**:大盘弱势(仅13.3%板块上涨)。黄金ETF 518880(8.52,-0.26%)深套持有;紫金矿业(27.65,-0.36%)深套持有;华恒生物(21.4,-1.97%)微套;中科电", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, { "date": "2026-06-25", "direction": "持有", @@ -43655,7 +48611,15 @@ "tech_snapshot": "MA5=1188.03 MA10=1207.37 MA20=1231.65 空头趋势", "reassessed_at": "2026-06-27 01:55", "status": "active" - } + }, + "advice_timeline": [ + { + "date": "2026-06-27", + "direction": "买入", + "summary": "| 600519 | 贵州茅台 | 1168.63 | 无策略 | N/A | ⚪ | 5天 | 否 | **需补充买入策略** |", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" + } + ] }, { "code": "600563", @@ -45020,6 +49984,24 @@ "summary": "③ 法拉电子(600563) **距止损150仅2.9%** — 今日-6.92%大幅下杀", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• **600563|法拉电子|157.89|-4.82%|建议观望勿抄底【短线】|大幅回调!前收盘约165.88跌至157.89,短期跌幅较大,等止跌信号再考虑**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "600563|法拉电子|154.40|-6.92%|🛑止损|放量大跌6.92%跌破成本157.80,最低153.99。弱势破位明显,建议止损位设150(成本-5%),跌破清仓200股。", + "report_id": "cron_d3797d924ddc_2026-06-01_15-03-16" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🛑止损预警 法拉电子(600563) | 现价154.4 | -6.92% | ⚠️暴跌-6.92%!高开165.88后放量杀跌至153.99(成交19.7亿)。半导体回调(-3.92%)但法拉跌幅远", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -45056,6 +50038,12 @@ "summary": "3. **法拉电子(600563)**:连涨后能否站稳165,止盈195持有", "report_id": "cron_d42f2ce3b479_2026-06-02_20-02-43" }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **法拉电子(600563) | 167.58→**浮盈+6.20%,已从昨日低点158反弹 | 🤝持有:止损153(距-8.7%),止盈175(距+4.4%)", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, { "date": "2026-06-03", "direction": "卖出", @@ -45218,6 +50206,102 @@ "summary": "| 法拉电子 | 600563 | 161.27(-2.78%) | 止损150/止盈195 | 中间安全 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -45482,6 +50566,234 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"trigger\":\"止损150/止盈195,异动+8.70%收171.74,建议上调追踪止盈\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -45512,6 +50824,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-07", "direction": "卖出", @@ -45548,6 +50884,24 @@ "summary": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.49},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "卖出", @@ -45584,6 +50938,30 @@ "summary": "• **法拉电子(600563)** 竞价160.00 (+2.35%) → 昨收156.32反弹,止盈195止损150区间内正常波动", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **法拉电子(600563) 166.57 (+6.56%)** — 策略买入区150.87~166.75,现价166.57触及区间上沿。止损139.75/止盈187.40。浮盈+5.34%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "卖出", @@ -45650,6 +51028,66 @@ "summary": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":164.30,\"change_pct\":-1.36,\"note\":\"买入区150.87~166", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**法拉电子(600563) 155.00(-6.95%)** → 大跌接近买入区150.87~166.75下沿。止损139.75安全/止盈187.40。浮盈+5.34%,200股仓位3.30%。持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**法拉电子(600563) 155.00(-6.95%)** → 大跌!昨收166.57,买入区150.87~166.75,现价155.00仍在区间内但距下沿仅+2.7%。止损139.75/止盈18", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":164.30,\"change_pct\":-1.36,\"note\":\"买入区150.87~166", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **法拉电子(600563)** ¥152.10 (-1.87%) — 从6/9高点166.57连续回调,已回踩至买入区150.87~166.75内中段,止损139.75/止盈187.40", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **法拉电子(600563)** 6/9收盘166.57→6/10收盘155.00→今竞价152.10,回调-8.7%后回到买入区中段,150附近可关注回补机会", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"关注\",\"price\":152.10,\"reason\":\"连续回调至买入区中段\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, { "date": "2026-06-11", "direction": "买入", @@ -45704,6 +51142,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-21", "direction": "卖出", @@ -46973,7 +52417,15 @@ "tech_snapshot": "MA5=49.61 MA10=51.14 MA20=51.62 空头趋势", "reassessed_at": "2026-06-27 01:55", "status": "active" - } + }, + "advice_timeline": [ + { + "date": "2026-06-27", + "direction": "买入", + "summary": "| 601318 | 中国平安(A) | 47.23 | 无策略 | N/A | ⚪ | 5天 | 否 | **需补充买入策略** |", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" + } + ] }, { "code": "601899", @@ -48321,6 +53773,12 @@ "summary": "• 紫金矿业(601899) | 30.19 | -0.82% → 🤝 持有:30.19,成本40.27,浮盈-25.0%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 紫金矿业(601899) | 现价30.19 | -0.82% | 微跌-0.82%至30.19,成本40.27深套-25%。止损28未触及,止盈35未触及,暂持等金价企稳", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -48513,6 +53971,102 @@ "summary": "| 紫金矿业 | 601899 | 31.52(-0.19%) | 止盈35 | 距止盈-10% |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -48807,6 +54361,252 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.3距止损115+7.2% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.4距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -48849,6 +54649,36 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -48873,6 +54703,48 @@ "summary": "{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":28.27},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **紫金矿业(601899) 28.47 (+1.50%)** — 策略买入区26.52~29.32,现价28.47在区间内。止损25.13/止盈33.50。深套-29.27%暂持。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -48909,6 +54781,18 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, { "date": "2026-06-11", "direction": "持有", @@ -48927,6 +54811,24 @@ "summary": "| **紫金矿业(601899)** | 成本$40.27,止盈$34.47已低于成本,仓位6.98%第二大 | 策略可能需要重新评估——止盈低于成本价,逻辑错误 |", "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" }, + { + "date": "2026-06-21", + "direction": "卖出", + "summary": "| **紫金矿业(601899)** | 成本$40.27,止盈$34.47已低于成本,仓位6.98%第二大 | 策略可能需要重新评估——止盈低于成本价,逻辑错误 |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, + { + "date": "2026-06-25", + "direction": "卖出", + "summary": "**紫金矿业(601899) 27.65 | 仓位8.19%** — 贵金属板块暴跌-8.6%、工业金属-5.53%,双杀!深套31%为第一大仓位,若本周破前低24.98需考虑减仓至5%控制风险。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + }, + { + "date": "2026-06-25", + "direction": "卖出", + "summary": "**紫金矿业(601899) 25.92(-6.26%) | 距止损-20.8%!** 成本40.27浮亏-35.6%,资源板块连续重挫,贵金属/工业金属全线杀跌。建议:24.5设观察线,破则减半仓。", + "report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53" + }, { "date": "2026-06-25", "direction": "卖出", @@ -50353,6 +56255,24 @@ "summary": "• 海博思创(688411) | 293.04 | +6.17% → 👀 观望:涨6.17%收293.04,距止盈310还有5.8%,持有", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• **688411|海博思创|303.00|+9.78%|建议持有观望【短线】|强势拉升逼近300关口,+9.78%涨幅较大,注意冲高回落风险,已有浮盈可考虑分批止盈锁利**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "👀观望 海博思创(688411) | 现价293.04 | +6.17% | 冲高309.17后回落至293.04收+6.17%,长上影线。止盈310未触及(收293.04<310),止损280安全。", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "688411|海博思创|293.04|+6.17%|👀观望【收盘】|涨6.17%冲高回落,未触及310止盈位,等待站稳300以上再考虑减仓50%(417→208股)", + "report_id": "cron_d3797d924ddc_2026-06-01_16-02-49" + }, { "date": "2026-06-02", "direction": "卖出", @@ -50377,6 +56297,12 @@ "summary": "• **海博思创(688411) | 300.63 | 浮盈+25.86% → 🎯持有设追踪止盈**", "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **海博思创(688411) | 298.0→**当日+10.87%暴涨,浮盈+24.76% | 👀观望:距止盈310仅差4%,仓位11.6%较重。建议310以上减1手(100股,仓位11.6%→", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, { "date": "2026-06-03", "direction": "卖出", @@ -50569,6 +56495,102 @@ "summary": "| 688411 | 海博思创 | 295.00 | 299.17 | -1.39% | 追踪止盈290 | 正常 |", "report_id": "cron_e3bf7b13af8d_2026-06-03_09-29-38" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -50911,6 +56933,222 @@ "summary": "- 海博思创(688411): 追踪止盈290,竞价283.00,距-2.4%,正常。", "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "2. **海博思创(688411)** — 6/2报告提示设追踪止盈(290),6/3回调-4.91%至284.49触发关注,6/4再跌至274.90跌破止损275。**连续两日回调幅度超预期**,需", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"止损275已被跌破,需决定是否放宽至265~270或执行减仓\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 **海博思创(688411)** 283.22 — 浮盈+24.76%仓位11.64%最大。追踪止盈参考309距-8.3%,止损275距+3.0%。持有设追踪止盈。", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "1. **海博思创(688411) ⚠️ 止损275面临击穿风险** — 现价275.90仅+0.3%高于止损275,日内最低274.0已跌破止损线。这是当前最紧急的信号。", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "【纵向判断】今日A股普跌(仅12%板块上涨),银行/证券/保险全线走低,港股预计跟跌。电子化学品和半导体逆势走强。海博思创(688411)A股逼近止损是关键风险点。诺德(600110)加仓窗口存在但小", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.4},{", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -51193,6 +57431,126 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:53\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", "report_id": "cron_d3797d924ddc_2026-06-05_16-53-38" }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"trigger\":\"11.5", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:19\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-05_09-21-54" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:33\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.6},{", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"13:09\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"止损\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_13-10-14" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:47\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(关注止损)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**其他16只远离操作区间,持有观察**:海博思创(688411)止损275、比亚迪(01211)止损85、阿里(09988)止损115、紫金矿业(601899)止盈35、中银香港(02388)止损4", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:03\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有观察\",\"price\":163.8}", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", + "report_id": "cron_d3797d924ddc_2026-06-05_15-35-21" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "分析发现海博思创(688411)触及止损价275(现价268.34),需要卖出。但根据持仓数据,海博思创是盈利状态(+24.76%),且止损价275高于现价268.34,这可能是数据错误。让我仔细检查", + "report_id": "cron_d3797d924ddc_2026-06-05_15-51-59" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"15:46\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_15-51-59" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:53\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", + "report_id": "cron_d3797d924ddc_2026-06-05_16-53-38" + }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "• **海博思创(688411) 连续大跌近止损** 从300跌至260(-13%),已破追踪止盈290和止损265(6/4建议)。浮盈从+24.76%收窄至约+8.9%,反弹至270~275应至少减", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-06", "direction": "卖出", @@ -51223,6 +57581,12 @@ "summary": "⚠️ **三只票(688411/06160/09868)距止损<2%,下周一开盘第一优先级监控。**", "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" }, + { + "date": "2026-06-07", + "direction": "卖出", + "summary": "2. **海博思创(688411) 追踪止盈失守未补救** — 高点305.53回落5%约290的追踪止盈被击穿(6/4 收274.90),但未在285~290反弹位减仓,浮盈从+24.76%缩窄至+", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, { "date": "2026-06-09", "direction": "买入", @@ -51253,6 +57617,12 @@ "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-25", "direction": "买入", @@ -53485,6 +59855,12 @@ "summary": "① 华恒生物(688639) **距止损23.18仅1.7%** — 收盘23.57未破但贴得很近", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🛑止损预警 华恒生物(688639) | 现价23.57 | +0.43% | 微涨+0.43%至23.57,成本27.27浮亏-13.6%。日内最低23.35,距止损23.18仅+1.7%。若跌破2", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -53527,6 +59903,12 @@ "summary": "自选靠近买入区:华恒生物(688639) @21.2 量价齐升信号,买入区20.78~21.4 RR 2.28;信义光能(00968) @2.41 接近支撑位关注,买入区2.36~2.46 RR 3.", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, + { + "date": "2026-06-19", + "direction": "买入", + "summary": "自选靠近买入区:华恒生物(688639) @21.2 量价齐升信号,买入区20.78~21.4 RR 2.28;信义光能(00968) @2.41 接近支撑位关注,买入区2.36~2.46 RR 3.", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-25", "direction": "买入", @@ -54829,6 +61211,12 @@ "direction": "买入", "summary": "**🟢 摩尔线程-U(688795) ¥610.55 | 买入区598.34~622.76 ✅ | RR:3.44**", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-27", + "direction": "买入", + "summary": "4. 🟢 **摩尔线程-U** (688795) — 仍在买入区内,半导体GPU稀缺标的,科创板活跃", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ], "evaluation": [ @@ -56121,6 +62509,18 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 **沐曦股份-U(688802)** 733.39 — 在区间700~740内,A股100股=73k(占资产6.9%偏重),建议等回调至700~720入场100股(占约3~5%仓位)", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, { "date": "2026-06-06", "direction": "买入", @@ -56133,6 +62533,12 @@ "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"", + "report_id": "cron_2cb381b80865_2026-06-06_16-02-34" + }, { "date": "2026-06-13", "direction": "买入", @@ -57359,6 +63765,24 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **中芯国际(688981) 127.30 (+4.41%)** — 策略买入区116~136,现价127.30在区间内。止损111/止盈149。浮盈+0.68%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-10", "direction": "持有", @@ -57413,6 +63837,42 @@ "summary": "{\"code\":\"688981\",\"name\":\"中芯国际\",\"action\":\"持有\",\"price\":125.00,\"change_pct\":-1.81,\"note\":\"买入区116~136内\"}", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "**A股:** 中芯国际(688981) 125.34(-1.54%)→持有 | 招商银行(600036) 38.90(+1.07%)→持有 | 博创科技(300548) 229.17(-4.04%)", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\":\"688981\",\"name\":\"中芯国际\",\"action\":\"持有\",\"price\":125.00,\"change_pct\":-1.81,\"note\":\"买入区116~136内\"}", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, { "date": "2026-06-11", "direction": "买入", @@ -57431,6 +63891,12 @@ "summary": "中芯国际-A(688981) ¥127.40(+2.74%) | 4.45%→持有", "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, { "date": "2026-06-13", "direction": "持有", @@ -57449,6 +63915,12 @@ "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-17", "direction": "买入", @@ -57840,6 +64312,12 @@ "summary": "• 双一科技(300690) | 25.67 | +1.10% → 🤝 持有:25.67,成本27.57,浮盈-6.9%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 双一科技(300690) | 现价25.67 | +1.10% | 小涨+1.10%至25.67,成本27.57浮亏-6.9%。止损23.43距-8.7%安全,止盈30未触及,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -58008,6 +64486,96 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -58206,6 +64774,186 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"trigger\":\"23~24关注企稳/26~27减仓,现价24.26暂持\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -58236,6 +64984,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -58266,6 +65038,30 @@ "summary": "{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.27}", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, { "date": "2026-06-09", "direction": "卖出", @@ -58290,6 +65086,54 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **双一科技(300690) 24.15 (+1.26%)** — 策略买入区22.7~25.08,现价24.15在区间内。止损21.5/止盈28.67。浮亏-12.32%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**A股:** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, { "date": "2026-06-10", "direction": "持有", @@ -58449,6 +65293,12 @@ "summary": "• 招商银行(600036) | 38.20 | +0.50% → 🤝 持有:38.20,成本38.16,浮盈+0.1%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 招商银行(600036) | 现价38.2 | +0.50% | 微涨+0.50%至38.20,成本38.16几乎保本。止损32.43距-15.1%安全,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -58641,6 +65491,102 @@ "summary": "| 招商银行 | 600036 | 38.53(-0.70%) | 止损36/止盈42 | 中间安全 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -58923,6 +65869,234 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -58953,6 +66127,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -58977,6 +66175,48 @@ "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.57},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **招商银行(600036) 38.49 (-0.03%)** — 策略买入区36.6~40.46,现价38.49在区间内。止损34.68/止盈46.24。浮盈+0.79%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -59031,6 +66271,36 @@ "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.45,\"change_pct\":-0.10,\"note\":\"正常波动\"}", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**A股:** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.45,\"change_pct\":-0.10,\"note\":\"正常波动\"}", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, { "date": "2026-06-15", "direction": "买入", @@ -59043,12 +66313,24 @@ "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-16", "direction": "卖出", "summary": "**招商银行(600036)** 距止损4.9%!现价38.57弱压38.95,跌破38.36减仓", "report_id": "cron_d42f2ce3b479_2026-06-16_20-02-32" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-19", "direction": "卖出", @@ -59150,6 +66432,12 @@ "summary": "• 诺德股份(600110) | 12.37 | -2.29% → 🤝 持有:12.37,成本9.66,浮盈+28.1%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 诺德股份(600110) | 现价12.37 | -2.29% | 跌-2.29%至12.37,成本9.66浮盈+28.0%。回踩仍高于成本,止盈13.5未触,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "买入", @@ -59222,6 +66510,12 @@ "summary": "5. **诺德股份(600110)**:回调至11.5~11.8加仓100~200股", "report_id": "cron_d42f2ce3b479_2026-06-02_20-02-43" }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **诺德股份(600110) | 11.84→**100股市值仅1184元,浮盈+22.57% | 🟢关注加仓机会:按决策轻仓只找入场。现价11.84,如回调至11.0~11.5可加仓200股(仓", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, { "date": "2026-06-03", "direction": "买入", @@ -59510,6 +66804,96 @@ "summary": "🟡 **诺德(600110)** — 若回调至10.5~11.0是加仓机会,但现价12.04距离较远,预计不会快速触发。", "report_id": "cron_d42f2ce3b479_2026-06-03_20-02-50" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"关注\", \"price\": 12.04, \"trigger\": \"加仓区11.5~11.8\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_15-43-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.75, \"trigger\": \"11.5~11.8\"},", + "report_id": "cron_d3797d924ddc_2026-06-03_09-31-39" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "买入", @@ -59930,6 +67314,222 @@ "summary": "- 诺德股份(600110): 加仓区间10.5~11.0,竞价11.89,偏离+8.1%,未进入。", "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.48, \"trigger\": \"加仓区间11.5以下最佳\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_09-42-40" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🔵 **诺德股份(600110)** 现价11.52 → 加仓批次已于今早09:45执行(100股@11.50),加仓区间11.5~11.8内成交。今日-4.32%回调中执行加仓。止损10.5安全(+", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_10-43-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.52, \"trigger\": \"止损10.5\"}", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_10-43-17" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.34, \"trigger\": \"11.5以下最佳\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_11-42-38" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"关注\", \"price\": 11.54, \"trigger\": \"加仓11.5~11.8\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_14-42-57" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "4. **诺德股份(600110)** — 6/2建议加仓区10.5~11.0,6/3上调至11.5~11.8(因股价已涨至12.04),6/4回调至11.53正好进入区间。**策略调整正确。**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"trigger\":\"入场区11.5~11.8,现价11.53在区间内,batch2可考虑\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🔵 **诺德股份(600110)** 11.34 — 今日已加仓(11.49/11.58各入)。现价低于entry zone 11.5~11.8,无额外加仓窗口。持有。", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "【纵向判断】今日A股普跌(仅12%板块上涨),银行/证券/保险全线走低,港股预计跟跌。电子化学品和半导体逆势走强。海博思创(688411)A股逼近止损是关键风险点。诺德(600110)加仓窗口存在但小", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.4},{", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\": \"价格监控\", \"time\": \"10:53\", \"triggers\": [\"📌 诺德股份(600110) 11.39 → 离开加仓区间11.5~1", + "report_id": "cron_d39e265198ad_2026-06-04_10-53-10" + }, { "date": "2026-06-05", "direction": "买入", @@ -60356,6 +67956,162 @@ "summary": "• 诺德股份(600110) 竞价11.42 (-1.04%) → 低于加仓区间11.5~11.8,可关注进入时机", "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"trigger\":\"11.5", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.54, \"trigger\": \"11.5~11.8\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_09-47-19" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **诺德股份(600110)** 现价11.62 → **在加仓区间11.5~11.8内**。按6月4日历史回顾,已在11.5~11.8区间执行加仓,当前价格仍在区间内,可继续关注。", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_11-43-48" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.62, \"trigger\": \"11.5~11.8\"}", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_11-43-48" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **诺德股份(600110)** 现价11.60 → **持有**。6月4日已在加仓区间11.5~11.8执行买入,现价仍在区间内。浮盈+22.57%但仅100股,继续关注。", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_12-42-35" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:19\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-05_09-21-54" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:41\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.54}]", + "report_id": "cron_d3797d924ddc_2026-06-05_09-42-22" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\": \"盯盘\", \"time\": \"09:52\", \"holdings\": [{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_09-52-49" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:18\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.65}]", + "report_id": "cron_d3797d924ddc_2026-06-05_10-19-51" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "诺德股份(600110) 现价11.60,在加仓区间11.5~11.8内。决策库标明\"entry_zone: 11.5~11.8,11.5以下最佳,11.5~11.8可接受\"。当前持仓仅100股(成本", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.60},", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:33\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "3. **诺德股份(600110)** - 策略:加仓区间11.5~11.8,已执行batch1(11.5)。现价11.6,在加仓区间内。建议:已在区间内,可考虑加仓。", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.6},{", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"13:09\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"止损\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_13-10-14" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:31\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.60},", + "report_id": "cron_d3797d924ddc_2026-06-05_13-32-14" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:19\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.5},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "2. **诺德股份(600110)** - 当前价11.6,从zone_breach.json看到加仓区间11.5~11.8,现价11.23在区间外(-3.6%)。", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:03\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有观察\",\"price\":163.8}", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:53\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.34}", + "report_id": "cron_d3797d924ddc_2026-06-05_16-53-38" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"关注\", \"price\": 11.6, \"trigger\": \"10.5~11.0加仓\"},", + "report_id": "cron_d42f2ce3b479_2026-06-05_20-03-16" + }, { "date": "2026-06-07", "direction": "买入", @@ -60494,6 +68250,60 @@ "summary": "• **诺德股份(600110)** 加仓区间11.5~11.8已失效(跌至10.71),现价在决策库range外,需重新评估", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "4. **【诺德股份(600110) 区间重估】** zone_breach标记reassess,加仓区11.5~11.8已连续偏离。暂不操作,等待用户确认区间是否调整。", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 10.87, \"trigger\": \"止损10.5\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_12-48-38" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "• 诺德股份(600110) 现价10.78 -4.52% | batch1加仓@11.5已执行(3100股),止损10.5(距-2.6%)。昨收11.29,今日跌至10.78跌破支撑11.0。6/4", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_14-45-02" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 10.78, \"trigger\": \"止损10.5逼近\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_14-45-02" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "• **诺德股份(600110)** 开10.71 (-5.14%) → 昨收11.29,大幅低开。决策库加仓区间11.5~11.8已执行,现价10.71远低于区间下沿,持仓3100股成本11.443", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, { "date": "2026-06-09", "direction": "买入", @@ -60578,6 +68388,54 @@ "summary": "• **诺德股份(600110)** 竞价11.00 (+2.42%) → 昨收10.74小幅反弹。决策库建议加仓区10.0~10.8(待确认),竞价11.00略高于上沿,暂未进入加仓范围", "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "3. **诺德股份(600110) 10.74 ⚠️ 止损逼近** — 距止损10.5仅+2.3%。加仓区11.5~11.8已偏离-7.8%。zone_breach标记reassess,6/8 rev", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.81, \"trigger\": \"买入区11.22~12.4\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-09_14-56-32" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **诺德股份(600110) 11.81 (+9.96%)** — 放量大涨!策略买入区11.22~12.4,现价11.81在区间内。止损10.63/止盈14.17。浮盈+5.74%。距止盈+20", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "1. **诺德股份(600110) +9.96% 近乎涨停** — 从昨收10.74暴涨至11.81,完全逆转昨日-4.87%的颓势。浮盈从-3.84%→+5.74%。加仓区10.98~12.64,现", + "report_id": "cron_d42f2ce3b479_2026-06-09_20-11-28" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• **诺德股份(600110)** 竞价11.00 (+2.42%) → 昨收10.74小幅反弹。决策库建议加仓区10.0~10.8(待确认),竞价11.00略高于上沿,暂未进入加仓范围", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, { "date": "2026-06-10", "direction": "买入", @@ -60674,6 +68532,72 @@ "summary": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":12.38,\"change_pct\":4.83,\"note\":\"竞价异常+4.83%,策略买入", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.13, \"trigger\": \"买入区11.22~12.4\"},", + "report_id": "cron_bb35a0b1b5e3_2026-06-10_10-45-35" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.92, \"trigger\": \"止损10.63/买入区11.22~12.4", + "report_id": "cron_bb35a0b1b5e3_2026-06-10_13-48-19" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**诺德股份(600110)** 12.20(-1.45%) → 昨日涨停后温和回调,策略买入区10.98~12.64内。成本11.17浮盈+5.74%。持有,止损10.5/目标14。", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**诺德股份(600110) 12.20(+3.30%)** → 昨日+9.96%暴涨后今日续涨+3.30%,在买入区11.22~12.40内。止损10.63安全/止盈14.17。浮盈+5.74%,5", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**诺德股份(600110) 12.20(+3.30%)** → 买入区11.22~12.4内运行,浮盈+5.74%,止损10.63/止盈14.17。今日继续走强+3.30%,区间内持有,不加仓", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":12.38,\"change_pct\":4.83,\"note\":\"竞价异常+4.83%,策略买入", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, { "date": "2026-06-11", "direction": "买入", @@ -60722,6 +68646,24 @@ "summary": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.23,\"reason\":\"平稳开盘+0.25%,买入区11.22~12.4内\"},", "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 诺德股份(600110) 12.2(+9.96%) → 持有,昨日近乎涨停,仍在买入区11.22~12.4内。止损10.63/止盈14.17。5100股浮盈+5.74%,今日观察是否延续强势或回调", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.23,\"reason\":\"平稳开盘+0.25%,买入区11.22~12.4内\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, { "date": "2026-06-14", "direction": "买入", @@ -60852,6 +68794,12 @@ "status": "inactive", "updated_by": "system(update_data)", "advice_timeline": [ + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**自选**:长江通信(600345)涨停后等回调,距买入区>5%未入;中钨高新(000657)100.08(-2.36%)距买入区98~102约+2% 可关注。其余自选距买入区>3%暂不列。", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, { "date": "2026-06-24", "direction": "买入", @@ -60965,6 +68913,12 @@ "summary": "• 辽宁成大(600739) | 10.86 | +0.93% → 🤝 持有:10.86,成本12.29,浮盈-11.6%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🤝持有 辽宁成大(600739) | 现价10.86 | +0.93% | 小反弹+0.93%至10.86,成本12.29浮亏-11.6%。止损10.0距-7.9%安全,止盈12未触及,暂持", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, { "date": "2026-06-02", "direction": "卖出", @@ -61133,6 +69087,102 @@ "summary": "| 辽宁成大 | 600739 | 10.64(-0.65%) | 反弹止盈11.5~12 | 低于区间,等反弹 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**其他11只远离操作区间,持有观察**:比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(68841", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", + "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "其他13只远离操作区间,持有观察:比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" + }, { "date": "2026-06-04", "direction": "卖出", @@ -61409,6 +69459,240 @@ "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)1", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", + "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", + "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.45距止损85+7.6% | 阿里(09988)123.50距止损115+7.4% | 紫金(601899)30.44距止盈35-13.0% | 中银(02388)47.44", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "海博思创(688411)280.89⚠️已标注、比亚迪(01211)91.75距止损85+7.9%、阿里(09988)123.5距止损115+7.4%、中银(02388)47.36距止损44+7.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.75距止损85+7.9% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.36距止损44+7.6% | 紫金(601899)30.44距止", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", + "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.4距止损44+7.7% | 紫金(601899)30.34距止盈", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", + "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", + "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" + }, { "date": "2026-06-05", "direction": "卖出", @@ -61445,6 +69729,30 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, { "date": "2026-06-08", "direction": "持有", @@ -61469,6 +69777,48 @@ "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.15},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "🔵 **辽宁成大(600739) 10.00 (-0.30%)** — 策略买入区9.48~10.48,现价10.00在区间内。止损9.18/止盈11.48。浮亏-18.12%。", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", + "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" + }, { "date": "2026-06-09", "direction": "卖出", @@ -61523,6 +69873,42 @@ "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":9.99,\"change_pct\":-0.10,\"note\":\"正常波动\"},", "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "A股:诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**A股:** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":9.99,\"change_pct\":-0.10,\"note\":\"正常波动\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**1. 辽宁成大(600739) 距止损9.78仅1.3%!** 现9.91(-0.2%)仓7.75%浮亏-19.3%。小阴线偏弱。设9.78硬止损,到价触发不犹豫。", + "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" + }, { "date": "2026-06-11", "direction": "卖出", @@ -61535,6 +69921,12 @@ "summary": "• **辽宁成大(600739) ¥10.32** — 买入区9.91~10.13,现价略高", "report_id": "cron_99c06255590a_2026-06-15_08-41-00" }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有,止损261.71;辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳;海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, { "date": "2026-06-19", "direction": "卖出", @@ -61648,6 +70040,48 @@ "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**药明康德(603259)** 97.04(+3.95%) → 新仓200股,策略买入区93.50~97.00,现价触及上沿。止损90/止盈105。持有观察,若回踩95可加仓。", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**药明康德(603259) 97.04(+3.81%)** → 新入持仓200股,现价在买入区93.50~97.00上沿。止损90.00/止盈105.00。浮盈+0.00%,仓位1.89%。建议持有", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "**药明康德(603259) 97.04(+3.81%)** → 新持仓首日,买入区93.50~97.00,现价97.04略超上沿(+0.04%),止损90.00/止盈105.00。持有观察", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00" + }, { "date": "2026-06-11", "direction": "买入", @@ -61672,6 +70106,24 @@ "summary": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":96.31,\"reason\":\"买入区内运行,距上沿-0.7%\"},", "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **药明康德(603259)** ¥96.31 (-0.75%) — 买入区93.50~97.00内,距上沿-0.7%,200股底仓浮盈+1.1%。止损90/止盈105,持有观察", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":96.31,\"reason\":\"买入区内运行,距上沿-0.7%\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, { "date": "2026-06-15", "direction": "买入", @@ -61684,6 +70136,12 @@ "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**:中芯国际A(688981) 现价130.52(买入区124.88~128.80,距上沿+1.3%);宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, { "date": "2026-06-16", "direction": "卖出", @@ -61838,8 +70296,44 @@ "summary": "(688668) | 损None/盈None | 现价376.01(-6.44%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" } ] + }, + { + "code": "002015", + "name": "协鑫能科", + "entry_low": 15.74, + "entry_high": 18.65, + "stop_loss": 14.8, + "take_profit": 22.0, + "rr_ratio": 1.46, + "timing_signal": "等待放量突破18.65确认", + "action": "内幕消息跟踪 | 止损14.80 | 目标22.0 | 买入区15.74~18.65 | 信号:放量突破确认", + "tech_snapshot": "MA5=17.69 MA10=17.95 MA20~19.5 空头趋势", + "reassessed_at": "2026-06-27 20:50", + "updated_at": "2026-06-28 20:45", + "timestamp": "2026-06-28 20:45", + "status": "active", + "current": "空头排列 | 等待企稳", + "created_at": "2026-06-28 20:45", + "type": "自选策略", + "sector_context": "电力/能源", + "action_note": "朋友推英伟达合作预期。6/24主力净流入+3.15亿异常。6/26逆势+0.74%(大盘96.7%板块下跌)。等突破18.65确认入场。", + "changelog": [], + "trigger": { + "stop_loss": 14.8, + "entry_zone": "15.74~18.65", + "take_profit_zone": "0~22.00" + }, + "analysis": { + "stop_loss": 14.8, + "take_profit": 22.0, + "entry_low": 15.74, + "entry_high": 18.65, + "action": "内幕消息跟踪 | 止损14.80 | 目标22.0 | 买入区15.74~18.65 | 信号:放量突破确认", + "tech_snapshot": "MA5=17.69 MA10=17.95" + }, + "source": "manual" } ], - "total": 52, + "total": 53, "regenerated_at": "2026-06-26 23:05" } \ No newline at end of file diff --git a/data/stocks/02628.json b/data/stocks/02628.json index 05320bc..cc031fe 100644 --- a/data/stocks/02628.json +++ b/data/stocks/02628.json @@ -10,6 +10,11 @@ "time": "2026-06-14T08:55:34.460610", "content": "- 中国人寿(02628) & 小鹏汽车(09868) — 盈亏比过低,不建议买入", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "time": "2026-06-28T08:55:52.587605", + "content": "6. 🟢 **中国人寿** (02628) — 距买入区-2%,保险板块虽弱但估值低", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ] } \ No newline at end of file diff --git a/data/stocks/06160.json b/data/stocks/06160.json index bce5099..ef7b2b5 100644 --- a/data/stocks/06160.json +++ b/data/stocks/06160.json @@ -900,6 +900,11 @@ "time": "2026-06-14T08:55:34.460610", "content": "② 百济神州(06160) — 止损清仓后重回买入区", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "time": "2026-06-28T08:55:52.587605", + "content": "5. 🟢 **百济神州** (06160) — 刚触及买入区上沿,补税利空已出尽", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ] } \ No newline at end of file diff --git a/data/stocks/688795.json b/data/stocks/688795.json index e758d42..f74dbf0 100644 --- a/data/stocks/688795.json +++ b/data/stocks/688795.json @@ -25,6 +25,11 @@ "time": "2026-06-14T08:55:34.460610", "content": "**🟢 摩尔线程-U(688795) ¥610.55 | 买入区598.34~622.76 ✅ | RR:3.44**", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "time": "2026-06-28T08:55:52.587605", + "content": "4. 🟢 **摩尔线程-U** (688795) — 仍在买入区内,半导体GPU稀缺标的,科创板活跃", + "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22" } ] } \ No newline at end of file