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feat: xmpp bot最终修复版+skill文档同步

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xmpp_agent_core.py 当前工作配置记录:
1. send_presence() — presence = available, 否则私聊进离线
2. 入站消息队列(_inbound_queue) — 崩了不丢, 重试3次
3. 出站队列(_outbound_queue) — 崩了自动重启
4. XMPP心跳检测(xep_0199 ping) — run_filters死后15s内重连
5. 私聊回复双通道: send_message(指定resource) + send_stanza(裸JID)
6. AGENT_MENTION动态解析(群聊@知微识别)
7. session_id保持xmpp-zhiwei-v2不变(不因重启换session)
8. 断线重连2秒延迟(防资源冲突)
This commit is contained in:
知微
2026-06-26 23:17:21 +08:00
parent ef7c83a3ed
commit 40d74f89ff
22 changed files with 27418 additions and 6538 deletions
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data/stocks/001309.json
+72 -4
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@@ -1,7 +1,75 @@
{
"code": "001309",
"name": "德明利",
"status": "watchlist",
"converted_at": "2026-06-25 13:21",
"note": "清仓转自选，价格参考: 药明康德@0 德明利@885.85"
"history": [
{
"time": "2026-06-12T08:55:32.432962",
"content": "**德明利(001309)** 现价617.7 | 仓位0% | 买入区585~647，知微6/9收紧区间。存储芯片回调充分，止损523安全。",
"report_id": "cron_99c06255590a_2026-06-12_08-32-15"
},
{
"time": "2026-06-25T08:55:46.556482",
"content": "**中科电气(300035) / 德明利(001309)** — 前者能源金属+4.27%但-28%深套持有；后者半导体板块受益，+9.9%持有。",
"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
},
{
"time": "2026-06-12T08:55:34.669098",
"content": "德明利(001309) 617.70(-1.63%) → 买入区585.01~646.59，现价617.70在区间内，观望等待回调至600以下",
"report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16"
},
{
"time": "2026-06-12T08:55:34.667003",
"content": "• 德明利(001309) 626.0(-0.31%) → 买入区585~646.6，在区间内，止损523.4，可现价建仓5%",
"report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42"
},
{
"time": "2026-06-12T08:55:34.664644",
"content": "• 德明利(001309) 631.49(+0.56%) | 买入区585~647，距上沿-2.3%可关注",
"report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18"
},
{
"time": "2026-06-12T08:55:34.502308",
"content": "• 德明利(001309) ¥632.35(+0.70%) — 买入区585~647，在区内可关注",
"report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25"
},
{
"time": "2026-06-01T15:56:03.416800",
"content": "👀观望 德明利(001309) | 现价597.41 | -6.65% | 存储芯片回调，买入区560-580未触及",
"report_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
},
{
"time": "2026-06-12T08:55:35.655385",
"content": "• 德明利(001309) 631.01(+0.49%) 买入区585.01~646.59→在区内上沿附近，挂单615等回调",
"report_id": "cron_d3797d924ddc_2026-06-11_14-48-58"
},
{
"time": "2026-06-12T08:55:35.405159",
"content": "德明利(001309) ¥632.35(+0.37%) 买入区585.01~646.59 现价买2%｜止损523.43目标708",
"report_id": "cron_d3797d924ddc_2026-06-11_15-42-35"
},
{
"time": "2026-06-12T08:55:35.356400",
"content": "**德明利(001309)** 现价632.35(+0.70%) | 买入区585~647 | 现价在区间高位，等回调至610~620再入。",
"report_id": "cron_d3797d924ddc_2026-06-11_16-03-09"
},
{
"time": "2026-06-12T08:55:34.679968",
"content": "• **德明利(001309)** 现价632.35(+0.70%) 买入区585~647(近上沿) | 等回调至610~620区间再入场3%",
"report_id": "cron_d3797d924ddc_2026-06-11_16-45-41"
},
{
"time": "2026-06-15T08:55:17.014788",
"content": "- 德明利(001309) ¥617.43，买入区605.08~629.78 ✅ 在区间内，RR:3.51（高价股>300元/股，注意仓位）",
"report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
},
{
"time": "2026-06-15T08:55:17.014788",
"content": "{\"type\":\"周复盘\",\"time\":\"周日\",\"summary\":\"A股先跌后弹分化格局，全市场普跌后暴力反弹\",\"key_holdings\":[{\"code\":\"600110\",\"name\":",
"report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
},
{
"time": "2026-06-14T08:55:34.460610",
"content": "**🟢 德明利(001309) ¥617.43 | 买入区605.08~629.78 ✅ | RR:3.51**",
"report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
}
]
}
data/stocks/00981.json
+5
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@@ -56,6 +56,11 @@
"content": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。",
"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "**中芯国际H(00981)** 现价86.0距TP87.26仅1.5%，接近止盈",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-02T12:55:54.836964",
"content": "• 中芯国际H(00981) ¥82.20 +3.46% — 高于买入区72-75",
data/stocks/01478.json
+15
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@@ -51,6 +51,16 @@
"content": "**丘钛科技(01478) 7.69 | 仓位10.48%** — 深套44%，消费电子持续疲弱，昨日继续-2.41%。10.48%仓位已是超配，若破7.5建议减至7%以内。",
"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "| 01478 | 丘钛科技 | 7.20 | 13.77 | **-47.7%** | SL7.33 ❌BREACHED | 止损已破 |",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "**丘钛科技(01478)** 现价7.20(-4.1%) | 仓位6.37% | **已跌破止损7.33**，深套-47%但止损纪律必须执行",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-02T12:55:54.834592",
"content": "| 丘钛科技(01478) | 10.12 | -1.17% | 9.19% | 深套持有，止损9.0 |",
@@ -421,6 +431,11 @@
"content": "**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"
},
{
"time": "2026-06-26T08:55:33.008635",
"content": "**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"
},
{
"time": "2026-06-01T10:25:54.503460",
"content": "丘钛科技(01478) 仓位8.58% +4.10%→ 持有，走势健康",
data/stocks/09988.json
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@@ -636,6 +636,11 @@
"content": "**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"
},
{
"time": "2026-06-26T08:55:33.008635",
"content": "**阿里巴巴(09988) 95.0(-4.43%)** 跌破买入区92.8~96.5下沿，港股科技分化严重。建议：观望等站稳。",
"report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53"
},
{
"time": "2026-06-22T08:55:38.754230",
"content": "| **阿里巴巴(09988)** | 成本$126.68，现价≈$107.3，浮亏-15.2%，止损$104.67距仅2.5% | 最危险持仓，需设条件单 |",
data/stocks/300750.json
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@@ -46,6 +46,11 @@
"content": "• 宁德时代(300750) 391.55 — 成本402回踩中，390不破持有",
"report_id": "cron_99c06255590a_2026-06-22_08-37-35"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "**宁德时代(300750)** 现价401.90(持平) | 仓位3.72% | 昨日触发买入区间393~398，现价仍在成本附近，创业板指+1.46%支撑",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-02T12:55:54.834592",
"content": "| 宁德时代(300750) | 427.84 | +1.84% | 4.04% | 持有，止损400止盈460 |",
data/stocks/601899.json
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@@ -56,6 +56,11 @@
"content": "**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"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "**紫金矿业(601899)** — 贵金属板块两日累跌-8%，隔夜金价再跌-0.44%，距止损24.48仅5.6%空间",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-01T10:25:54.419132",
"content": "2. **紫金矿业(601899)** 进入加仓区间29-30，可考虑分批加仓",
@@ -551,6 +556,11 @@
"content": "4. **紫金矿业(601899)**：金铜价格走势，反弹至34+减仓窗口",
"report_id": "cron_d42f2ce3b479_2026-06-02_20-02-43"
},
{
"time": "2026-06-26T08:55:33.008635",
"content": "**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"
},
{
"time": "2026-06-22T08:55:38.754230",
"content": "| **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 |",
data/stocks/603259.json
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@@ -1,7 +1,100 @@
{
"code": "603259",
"name": "药明康德",
"status": "watchlist",
"converted_at": "2026-06-25 13:21",
"note": "清仓转自选，价格参考: 药明康德@117.52 德明利@0"
"history": [
{
"time": "2026-06-11T08:55:22.591626",
"content": "• 药明康德(603259) 97.04 → 持有，略高于买入区93.5~97.0上沿。止损90/止盈105。200股浮盈+0%。",
"report_id": "cron_99c06255590a_2026-06-11_08-45-23"
},
{
"time": "2026-06-11T08:55:22.591626",
"content": "{\"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"
},
{
"time": "2026-06-15T08:55:17.001525",
"content": "• **药明康德(603259) ¥99.71** — 买入区96.57~98.23，现价略高",
"report_id": "cron_99c06255590a_2026-06-15_08-41-00"
},
{
"time": "2026-06-16T08:55:43.793441",
"content": "**药明康德(603259)** 96.95 持平 — 新仓成本95.26，止损90/止盈105，持有观察",
"report_id": "cron_99c06255590a_2026-06-16_08-38-28"
},
{
"time": "2026-06-17T08:55:49.338608",
"content": "药明康德(603259) ¥99.71 +0.41% | 买入区96.6~98.2，带下影阳线偏多",
"report_id": "cron_99c06255590a_2026-06-17_08-35-59"
},
{
"time": "2026-06-11T08:55:23.397094",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.397094",
"content": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
"report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
},
{
"time": "2026-06-11T08:55:23.385966",
"content": "• 药明康德(603259) 97.04(+3.81%) → 触及买入区上沿97.00，持有。止损90/止盈105，仓位1.89%",
"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
},
{
"time": "2026-06-11T08:55:23.385966",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.373283",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.373283",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.371021",
"content": "**药明康德(603259) 97.04(+3.81%) → 触及买入区上沿，可持有**",
"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
},
{
"time": "2026-06-11T08:55:23.371021",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.369272",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.369272",
"content": "{\"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"
},
{
"time": "2026-06-16T08:55:43.812327",
"content": "**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"
},
{
"time": "2026-06-20T08:55:13.499309",
"content": "**药明康德(603259) 102.72(+4.60%)** | 仓位4.02%→持有",
"report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49"
},
{
"time": "2026-06-12T08:55:35.665176",
"content": "• **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"
},
{
"time": "2026-06-12T08:55:35.665176",
"content": "{\"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"
}
]
}
data/stocks/688411.json
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@@ -816,6 +816,11 @@
"content": "**海博思创(688411)** 现价264.66(+9.68%) | 仓6.98%→持有",
"report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22"
},
{
"time": "2026-06-26T08:55:33.008635",
"content": "**海博思创(688411) 275.89(+3.64%) | 仓位5.17%→若加仓~7.6%**",
"report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53"
},
{
"time": "2026-06-08T08:55:37.165829",
"content": "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+",
data/stocks/688639.json
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@@ -26,6 +26,11 @@
"content": "**华恒生物(688639) 21.4 | 仓位7.42%** — 光头光脚阴线形态偏空，在买入区21.06~21.54下沿，若破21.0减仓1/3。",
"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
},
{
"time": "2026-06-26T08:55:32.944422",
"content": "**华恒生物(688639)** — 已跌破止损20.03(现价17.12)，昨日同花顺向下突破预警，-20%浮亏，需止损",
"report_id": "cron_99c06255590a_2026-06-26_08-43-03"
},
{
"time": "2026-06-01T14:55:20.378304",
"content": "• 华恒生物(688639) 23.58 | +0.47% → 🤝持有，接近止损23.18",