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现金更正 + 法拉电子清仓记录

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截图确认：
- 可用资金 92,664.20（含天添利）
- 冻结 39,481.40
- 总现金 132,145.60
- 总资产 = 持仓市值1,107,670 + 现金132,145.60 = 1,239,815.60

法拉电子 189.20卖出100股已记录
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知微
2026-06-29 12:40:50 +08:00
parent 13b4dcbcf0
commit 6a97d93018
34 changed files with 14336 additions and 30071 deletions
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data/stocks/00700.json
+15
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@@ -116,6 +116,11 @@
"content": "**腾讯控股(00700)** — 昨收428.8(低412.6高439.8)，成本443.9仍浮亏。互联网服务板块暂稳，持有等解套。",
"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
},
{
"time": "2026-06-29T08:55:56.317989",
"content": "- **腾讯控股(00700)** 现价411.8低于买入区435~441，止损387.49距离~6%",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-02T11:55:44.093905",
"content": "❌ 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。",
@@ -991,6 +996,16 @@
"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": "2026-06-29T08:55:56.391301",
"content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **腾讯(00700)** — 现价411.80，止损387.49（距6%）。港股科技势头转弱，注意。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-03T09:56:06.723399",
"content": "- 腾讯(00700) — 追踪止盈策略，无具体买入区间trigger。",
data/stocks/00968.json
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@@ -16,6 +16,11 @@
"content": "**信义光能(00968)** 现价2.44(-2.79%) | 买入区2.28~2.52 | 现价在区间中位，可挂2.35等吸纳。",
"report_id": "cron_d3797d924ddc_2026-06-11_16-03-09"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **信义光能(00968)** — 6/26触发买入区间信号（价格2.0，区间1.96~2.04），如不是持仓可关注。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-14T08:55:34.460610",
"content": "**🟢 信义光能(00968) ¥2.41 | 买入区2.36~2.46 ✅ | RR:3.14**",
data/stocks/01211.json
+20
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@@ -591,6 +591,26 @@
"content": "| **比亚迪(01211)** | 成本$105.49，现价≈$84.25，浮亏-20.1%，止损$81.72距仅3% | 严格执行止损，破$82不犹豫 |",
"report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "成本104.86，现72.65，止损63.99距仅12%。post_mortem 显示01211被提及180次（全库最高频），但全是重复预警没有实质性应对。从6/16到6/26已经10天，价格从~84",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "post_mortem 已明确指出01211/01347/09880的问题。建议：当一个标的被提及超过20次/周时，自动生成一份《个股跟踪小结》汇总所有建议和实际走势，判断哪些建议有效、哪些是重复噪音",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **比亚迪(01211)** — 现价72.65，止损63.99（距12%）。港股汽车板块整体承压，持续下跌趋势未改。建议：重新审视持股逻辑——如果中线看多理由充分，可考虑将止损下移至60附近；如",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-01T10:25:54.503460",
"content": "比亚迪股份(01211) 仓位4.56% +2.27%→ 持有，连涨",
data/stocks/01347.json
+5
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@@ -40,6 +40,11 @@
"time": "2026-06-02T16:56:09.364781",
"content": "• **华虹半导体(01347) 147.40** -3.22% | 买入区125-130，低于区间→观望",
"report_id": "cron_d3797d924ddc_2026-06-02_16-33-11"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "post_mortem 已明确指出01211/01347/09880的问题。建议：当一个标的被提及超过20次/周时，自动生成一份《个股跟踪小结》汇总所有建议和实际走势，判断哪些建议有效、哪些是重复噪音",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
}
]
}
data/stocks/01888.json
+5
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@@ -151,6 +151,11 @@
"content": "**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"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "**③ 建滔积层板(01888)持有判断正确**",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-14T08:55:34.460610",
"content": "**🟢 建滔积层板(01888) ¥65.6 | 买入区64.29~66.91 ✅ | RR:2.95**",
data/stocks/02202.json
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@@ -51,6 +51,11 @@
"content": "**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"
},
{
"time": "2026-06-29T08:55:56.317989",
"content": "**万科企业(02202) 现价2.20** | 浮亏-52.9%最大亏损股，止损2.0距9%，港股地产持续阴跌，关注2元心理关口。",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-02T12:55:54.834592",
"content": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有，止损2.5 |",
@@ -596,6 +601,16 @@
"content": "**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"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "**③ ⚠️ 万科(02202)浮亏-52.9%，接近止损却无复盘**",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **万科(02202)** — 现价2.20，止损2.00（距9%）。周五港股继续弱，若跌破2.00港币将触发止损。建议：提前制定应对方案，而不是等到触发了再慌。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-04T09:55:40.300986",
"content": "- 万科(02202): 补仓区间2.5~2.6，昨收2.70，距+3.8%，未进入。",
data/stocks/02628.json
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@@ -1,6 +1,11 @@
{
"code": "02628",
"history": [
{
"time": "2026-06-29T08:55:56.317989",
"content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-14T08:55:34.460610",
"content": "**🟢 中国人寿(02628) ¥30.12 | 买入区29.52~29.76 ▲+1.21% | RR:1.02**",
data/stocks/06160.json
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@@ -141,6 +141,11 @@
"content": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"",
"report_id": "cron_99c06255590a_2026-06-10_08-31-01"
},
{
"time": "2026-06-29T08:55:56.317989",
"content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-02T11:55:44.093905",
"content": "例：百济神州(06160) 决策库标明\"洗盘判断，新底线160~163\" → 不可按原止损168处理",
data/stocks/06869.json
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@@ -11,6 +11,11 @@
"content": "{\"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"
},
{
"time": "2026-06-29T08:55:56.317989",
"content": "- **长飞光纤光缆(06869)** 仓位11.3%第二重，浮亏-5.0%，止损209距较远",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-02T13:56:05.495125",
"content": "🔺**长飞光纤(06869)** | 231.00 +9.90% | 买入区210~220已超出，等回调再入3%",
@@ -66,6 +71,11 @@
"content": "10. 门槛过高无法操作的股票（如长飞光纤06869 500股≈12万HKD）不推送操作建议",
"report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **长飞光纤光缆(06869)** — 已触发多次买入区信号（~250附近），成本263.69浮亏不大，可关注补仓摊薄机会（如果看好光纤光缆景气周期）。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-14T08:55:34.460610",
"content": "**🟢 长飞光纤(06869) ¥226.6 | 买入区222.07~231.13 ✅ | RR:2.91**",
data/stocks/09988.json
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@@ -646,6 +646,11 @@
"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 |",
"report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-01T10:25:54.503460",
"content": "阿里巴巴-W(09988) 仓位7.25% +0.33%→ 持有，横盘震荡",
data/stocks/300035.json
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@@ -506,6 +506,11 @@
"content": "**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"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **中科电气(300035)** — 现价14.19，止损13.74（距3.2%）。新能电池板块本周-4.29%，中科电气持续走弱。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-09T08:55:23.491465",
"content": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.36},",
data/stocks/300750.json
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@@ -51,6 +51,11 @@
"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": "2026-06-29T08:55:56.317989",
"content": "- **宁德时代(300750)** 现价381低于买入区384~397，可等回踩买入区下沿384",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"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 |",
@@ -521,6 +526,11 @@
"content": "**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"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **宁德时代(300750)** — 现价381.00，止损345.04（距9%）。电池板块下周压力可能持续。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-09T08:55:23.491465",
"content": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":400.0},",
data/stocks/601899.json
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@@ -61,6 +61,11 @@
"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": "2026-06-29T08:55:56.317989",
"content": "**XD紫金矿(601899) 现价25.10** | 距止损24.48仅2.5%，上周板块能源金属-6.38%领跌，若工业金属继续承压则开盘可能触发止损。**设预警24.50**",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"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",
@@ -566,6 +571,11 @@
"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 |",
"report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
},
{
"time": "2026-06-29T08:55:56.391301",
"content": "- **紫金矿(601899)** — 现价25.10，止损24.48（距2.5%）。资源板块本周跌幅最大（贵金属-8.6%，工业金属-5.53%），已到止损边缘。",
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
},
{
"time": "2026-06-09T08:55:23.491465",
"content": "{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":28.27},",
data/stocks/688639.json
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@@ -31,6 +31,11 @@
"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": "2026-06-29T08:55:56.317989",
"content": "**华恒生物(688639) 现价15.40** | 成本21.51浮亏-28.4%，止损20.03已远破，无止盈。深套股无风控，建议重新评估止损策略或减仓。",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"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",
data/stocks/688795.json
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@@ -1,6 +1,11 @@
{
"code": "688795",
"history": [
{
"time": "2026-06-29T08:55:56.317989",
"content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-01T15:56:03.416800",
"content": "👀观望 摩尔线程-U(688795) | 现价600.03 | -6.68% | GPU赛道跟随半导体回调，买入区560-580未触及",
data/stocks/688981.json
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@@ -36,6 +36,11 @@
"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": "2026-06-29T08:55:56.317989",
"content": "- **中芯国际A(688981)** 浮盈+18%仓位4.64%，距离止损132.76安全",
"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
},
{
"time": "2026-06-01T11:55:35.956320",
"content": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐，关注134支撑**",