From 774c2e885d8b09738b25b8fe8e7eca1caaabc8f0 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= Date: Mon, 22 Jun 2026 09:39:20 +0800 Subject: [PATCH] =?UTF-8?q?fix:=20mofin=5Fcollect=209:30=E5=89=8D=E8=B7=B3?= =?UTF-8?q?=E8=BF=87=E6=9D=BF=E5=9D=97=E9=87=87=E9=9B=86?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- __pycache__/multi_timeframe.cpython-312.pyc | Bin 24182 -> 25699 bytes .../strategy_lifecycle.cpython-312.pyc | Bin 50485 -> 52419 bytes .../technical_analysis.cpython-312.pyc | Bin 13965 -> 13965 bytes data/decisions.json | 8462 +++++++++++++++++ data/macro_context.json | 288 +- data/portfolio.json | 80 +- data/stocks/01088.json | 5 + data/stocks/01211.json | 5 + data/stocks/09988.json | 5 + data/stocks/300548.json | 5 + data/stocks/300750.json | 5 + data/stocks/518880.json | 5 + data/stocks/600563.json | 10 + data/stocks/601899.json | 5 + data/strategy_staleness_report.json | 110 +- mofin_collect.py | 25 +- 16 files 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"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", @@ -726,6 +732,12 @@ "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": "2026-06-01", + "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", @@ -804,6 +816,24 @@ "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": "2026-06-02", + "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", @@ -1116,6 +1146,108 @@ "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": "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", @@ -1656,6 +1788,198 @@ "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", @@ -1824,6 +2148,60 @@ "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": "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", @@ -1842,6 +2220,12 @@ "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", @@ -1902,6 +2286,30 @@ "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": "{\"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", @@ -1980,6 +2388,36 @@ "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", @@ -2100,6 +2538,54 @@ "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", @@ -2160,6 +2646,24 @@ "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", @@ -2202,6 +2706,12 @@ "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", @@ -2238,6 +2748,12 @@ "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": "unknown", "direction": "卖出", @@ -2352,6 +2868,12 @@ "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": "2026-06-19", "direction": "买入", @@ -2552,6 +3074,24 @@ "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", @@ -2636,6 +3176,42 @@ "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", @@ -2654,6 +3230,12 @@ "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", @@ -2945,6 +3527,12 @@ "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\":\"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", @@ -2969,6 +3557,12 @@ "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", @@ -3023,6 +3617,24 @@ "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", @@ -3101,6 +3713,36 @@ "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", @@ -3124,6 +3766,18 @@ "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", + "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", + "summary": "| **中国神华(01088)** | 成本$46.17,止盈$42.90同样低于成本 | 同上,策略参数异常 |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" } ] }, @@ -3264,6 +3918,12 @@ "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": "2026-06-01", + "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", @@ -3534,6 +4194,102 @@ "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": "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", @@ -4068,6 +4824,246 @@ "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", @@ -4158,6 +5154,42 @@ "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", @@ -4206,6 +5238,54 @@ "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", @@ -4332,6 +5412,42 @@ "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", @@ -4356,6 +5472,12 @@ "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": "{\"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", @@ -4374,6 +5496,12 @@ "summary": "**比亚迪股份(01211) 距止损仅3.1%!**", "report_id": "cron_d42f2ce3b479_2026-06-17_20-20-48" }, + { + "date": "2026-06-21", + "direction": "卖出", + "summary": "| **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" + }, { "date": "unknown", "direction": "卖出", @@ -4537,6 +5665,24 @@ "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": "2026-06-01", + "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", @@ -4567,6 +5713,12 @@ "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", @@ -4693,6 +5845,54 @@ "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", @@ -5005,6 +6205,150 @@ "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", @@ -5035,6 +6379,36 @@ "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", + "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": "持有", @@ -5119,6 +6493,30 @@ "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": "🔵 **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": "2026-06-10", "direction": "持有", @@ -5197,6 +6595,42 @@ "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", @@ -5257,6 +6691,12 @@ "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", @@ -5281,6 +6721,24 @@ "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", + "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": "2026-06-19", + "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", @@ -5488,6 +6946,12 @@ "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", @@ -5512,6 +6976,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -5614,6 +7084,12 @@ "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", @@ -5656,6 +7132,12 @@ "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": "2026-06-01", + "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", @@ -5872,6 +7354,96 @@ "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", @@ -6340,6 +7912,228 @@ "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", @@ -6394,6 +8188,30 @@ "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", @@ -6466,6 +8284,30 @@ "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": "{\"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", @@ -6514,6 +8356,42 @@ "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", @@ -6943,6 +8821,12 @@ "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": "2026-06-01", + "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", @@ -7231,6 +9115,102 @@ "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": "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", @@ -7777,6 +9757,252 @@ "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", @@ -7849,6 +10075,36 @@ "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", @@ -7891,6 +10147,24 @@ "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": "买入", @@ -7945,6 +10219,30 @@ "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", @@ -8029,6 +10327,42 @@ "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", @@ -8047,6 +10381,12 @@ "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": "{\"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", @@ -8059,6 +10399,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -8332,6 +10678,12 @@ "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": "2026-06-01", + "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", @@ -8632,6 +10984,132 @@ "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": "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", @@ -9208,6 +11686,210 @@ "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", @@ -9430,6 +12112,90 @@ "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": "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", @@ -9478,6 +12244,12 @@ "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": "2026-06-07", + "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", @@ -9586,6 +12358,42 @@ "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": "2026-06-08", + "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", @@ -9652,6 +12460,24 @@ "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": "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", @@ -9820,6 +12646,12 @@ "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", @@ -9838,6 +12670,12 @@ "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", @@ -9856,6 +12694,12 @@ "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", @@ -10006,6 +12850,18 @@ "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", @@ -10174,6 +13030,54 @@ "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", @@ -10402,6 +13306,60 @@ "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": "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", @@ -10420,6 +13378,12 @@ "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", @@ -10540,6 +13504,36 @@ "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": "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", @@ -10636,6 +13630,36 @@ "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": "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", @@ -10720,6 +13744,42 @@ "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", @@ -10744,6 +13804,12 @@ "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": "{\"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", @@ -10901,6 +13967,12 @@ "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": "2026-06-01", + "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", @@ -11177,6 +14249,102 @@ "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": "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", @@ -11717,6 +14885,252 @@ "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", @@ -11807,6 +15221,42 @@ "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", @@ -11849,6 +15299,24 @@ "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", @@ -11903,6 +15371,30 @@ "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", @@ -12005,6 +15497,54 @@ "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", @@ -12083,6 +15623,30 @@ "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", @@ -12107,12 +15671,24 @@ "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", "summary": "**阿里巴巴(09988)** 112.00 -6.00% — 成本126.17,中概跟随纳指反弹有望回血,持有", "report_id": "cron_99c06255590a_2026-06-16_08-38-28" }, + { + "date": "2026-06-21", + "direction": "卖出", + "summary": "| **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" + }, { "date": "unknown", "direction": "卖出", @@ -12125,6 +15701,12 @@ "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", + "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", @@ -12256,6 +15838,12 @@ "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": "2026-06-01", + "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", @@ -12520,6 +16108,96 @@ "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", @@ -13012,6 +16690,234 @@ "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", @@ -13066,6 +16972,30 @@ "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", @@ -13108,6 +17038,48 @@ "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": "🔵 **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", @@ -13180,6 +17152,24 @@ "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", @@ -13216,6 +17206,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -13352,6 +17348,12 @@ "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": "2026-06-18", "direction": "买入", @@ -13489,6 +17491,12 @@ "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)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", @@ -13549,6 +17557,30 @@ "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", @@ -13621,6 +17653,30 @@ "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": "🔵 **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", @@ -13681,6 +17737,30 @@ "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", @@ -13699,6 +17779,18 @@ "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", @@ -13740,6 +17832,18 @@ "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", + "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", + "summary": "• 长芯博创(300548) 281.99 — +4.49%强势+21.8%盈利,保护利润上移止损至265", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" } ] }, @@ -13834,6 +17938,12 @@ "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": "2026-06-01", + "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", @@ -14092,6 +18202,96 @@ "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", @@ -14470,6 +18670,186 @@ "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", @@ -14524,6 +18904,30 @@ "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", @@ -14578,6 +18982,30 @@ "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": "{\"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", @@ -14626,6 +19054,54 @@ "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", @@ -14776,6 +19252,12 @@ "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", @@ -14812,6 +19294,12 @@ "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": "2026-06-01", + "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", @@ -15106,6 +19594,102 @@ "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": "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", @@ -15580,6 +20164,228 @@ "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", @@ -15634,6 +20440,30 @@ "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", @@ -15676,6 +20506,24 @@ "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", @@ -15730,6 +20578,60 @@ "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": "🔵 **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", @@ -15808,6 +20710,12 @@ "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", @@ -15825,6 +20733,18 @@ "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", + "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", + "summary": "• 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" } ] }, @@ -15929,6 +20849,12 @@ "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": "2026-06-01", + "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", @@ -16211,6 +21137,102 @@ "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": "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", @@ -16643,6 +21665,210 @@ "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", @@ -16697,6 +21923,42 @@ "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", @@ -16769,6 +22031,42 @@ "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", @@ -16817,6 +22115,12 @@ "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", @@ -16834,6 +22138,12 @@ "direction": "买入", "summary": "**3. 黄金ETF(518880) 8.908(-0.55%)** — 浮亏-26.93%,此前已破止损9.54未收复。黄金近期承压下行,不加仓不补", "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, + { + "date": "2026-06-22", + "direction": "持有", + "summary": "• 黄金ETF(518880) 8.91 — 金价高位但ETF深套-26.9%,暂持有", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" } ] }, @@ -16961,6 +22271,12 @@ "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": "2026-06-01", + "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", @@ -17249,6 +22565,102 @@ "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": "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", @@ -17759,6 +23171,234 @@ "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", @@ -17813,6 +23453,30 @@ "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", @@ -17855,6 +23519,24 @@ "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", @@ -17903,6 +23585,60 @@ "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": "🔵 **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": "2026-06-10", + "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": "2026-06-10", "direction": "持有", @@ -17981,6 +23717,12 @@ "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", @@ -17993,6 +23735,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -18178,6 +23926,24 @@ "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": "2026-06-01", + "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", @@ -18220,6 +23986,12 @@ "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": "2026-06-02", + "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", @@ -18478,6 +24250,102 @@ "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": "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", @@ -18970,6 +24838,234 @@ "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", @@ -19024,6 +25120,30 @@ "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", @@ -19078,6 +25198,24 @@ "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", @@ -19138,6 +25276,30 @@ "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": "🔵 **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", @@ -19246,6 +25408,66 @@ "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", @@ -19324,6 +25546,24 @@ "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", + "summary": "| **法拉电子(600563)** | +6.79%是少数正收益,止损$161.41 | 追踪止盈可考虑上调至$175+ |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, + { + "date": "2026-06-22", + "direction": "持有", + "summary": "• 法拉电子(600563) 168.19 — 盈利+8.2%,稳健持有", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" + }, { "date": "unknown", "direction": "持有", @@ -19467,6 +25707,12 @@ "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": "2026-06-01", + "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", @@ -19731,6 +25977,102 @@ "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": "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", @@ -20241,6 +26583,240 @@ "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", @@ -20301,6 +26877,30 @@ "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", @@ -20343,6 +26943,48 @@ "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": "🔵 **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", @@ -20451,6 +27093,42 @@ "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", @@ -20475,6 +27153,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -20624,6 +27308,12 @@ "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": "2026-06-01", + "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", @@ -20912,6 +27602,102 @@ "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": "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", @@ -21452,6 +28238,252 @@ "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", @@ -21524,6 +28556,36 @@ "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", @@ -21566,6 +28628,24 @@ "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", @@ -21614,6 +28694,42 @@ "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": "🔵 **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": "2026-06-10", + "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", @@ -21649,6 +28765,12 @@ "direction": "卖出", "summary": "• **紫金矿业(601899) ¥29.09 (-28.90%)** — 深套持有,止损24.73,目标30.06", "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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" } ] }, @@ -21809,6 +28931,48 @@ "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", @@ -21851,6 +29015,24 @@ "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", @@ -21869,6 +29051,12 @@ "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", @@ -22066,6 +29254,24 @@ "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": "2026-06-01", + "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", @@ -22096,6 +29302,12 @@ "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": "2026-06-02", + "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", @@ -22384,6 +29596,102 @@ "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": "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", @@ -22942,6 +30250,222 @@ "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": "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", @@ -23332,6 +30856,126 @@ "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", @@ -23380,6 +31024,12 @@ "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": "2026-06-07", + "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", @@ -23410,6 +31060,12 @@ "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": "2026-06-19", "direction": "卖出", @@ -23629,6 +31285,12 @@ "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": "2026-06-01", + "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", @@ -23671,6 +31333,12 @@ "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": "2026-06-19", "direction": "买入", @@ -23889,6 +31557,18 @@ "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", @@ -23907,6 +31587,12 @@ "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", @@ -24030,6 +31716,24 @@ "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", @@ -24120,6 +31824,42 @@ "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", @@ -24144,6 +31884,12 @@ "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": "{\"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", @@ -24168,6 +31914,12 @@ "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", @@ -24401,6 +32153,12 @@ "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": "2026-06-01", + "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", @@ -24479,6 +32237,12 @@ "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": "2026-06-02", + "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", @@ -24857,6 +32621,96 @@ "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": "{\"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", @@ -25493,6 +33347,222 @@ "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": "2026-06-04", + "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", @@ -26075,6 +34145,162 @@ "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": "2026-06-05", + "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", @@ -26267,6 +34493,60 @@ "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": "2026-06-08", + "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", @@ -26399,6 +34679,54 @@ "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", @@ -26561,6 +34889,72 @@ "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", @@ -26627,6 +35021,24 @@ "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", @@ -26702,6 +35114,56 @@ "status": "inactive", "updated_by": "system(update_data)", "advice_timeline": [] + }, + { + "code": "300308", + "name": "中际旭创", + "price": 1367.86, + "action": "自选跟踪", + "stop_loss": 1200.0, + "take_profit": 1600.0, + "entry_low": 1250.0, + "entry_high": 1370.0, + "tech_snapshot": "AI算力光模块龙头,52周高1641/低1094,PE44x,近一年涨397%", + "timing_signal": "等回调,追高风险大", + "rr_ratio": 1.7, + "tag": "自选策略", + "note": "高增长高估值,等回调到1250-1300才考虑入场,现价不追", + "timestamp": "2026-06-22 09:21", + "updated_reason": "", + "status": "updated", + "changelog": [], + "execution": { + "status": "observing", + "shares": 0, + "cost": 0 + }, + "analysis": {} + }, + { + "code": "600519", + "name": "贵州茅台", + "price": 1215.0, + "action": "自选跟踪", + "stop_loss": 1100.0, + "take_profit": 1450.0, + "entry_low": 1150.0, + "entry_high": 1220.0, + "tech_snapshot": "白酒龙头,52周高1568/低1093,PE18.4x近10年低位,股息率2.3%", + "timing_signal": "PE低位可建观察仓,等右侧确认再加", + "rr_ratio": 2.0, + "tag": "自选策略", + "note": "18.5x PE是茅台历史低位区间,防御配置逻辑。1150-1220可建观察仓,趋势确认后再加", + "timestamp": "2026-06-22 09:21", + "updated_reason": "", + "status": "updated", + "changelog": [], + "execution": { + "status": "observing", + "shares": 0, + "cost": 0 + }, + "analysis": {} } ], "total": 38, diff --git a/data/macro_context.json b/data/macro_context.json index 628cff7..c41786b 100644 --- a/data/macro_context.json +++ b/data/macro_context.json @@ -1,82 +1,82 @@ { - "updated_at": "2026-06-19 12:00:09", - "data_timestamp": "2026-06-18 16:14:19", - "session": "midday", + "updated_at": "2026-06-22 09:35:48", + "data_timestamp": "2026-06-22 09:35:45", + "session": "morning", "has_valid_data": true, "indices": { "上证指数": { - "price": 4090.48, - "change_pct": -0.43, - "high": 4117.45, - "low": 4080.29 + "price": 4084.49, + "change_pct": -0.15, + "high": 4095.14, + "low": 4077.44 }, "深证成指": { - "price": 16030.7, - "change_pct": 0.94, - "high": 16104.77, - "low": 15825.32 + "price": 16051.98, + "change_pct": 0.13, + "high": 16099.62, + "low": 16003.63 }, "创业板指": { - "price": 4252.39, - "change_pct": 2.05, - "high": 4272.01, - "low": 4153.62 + "price": 4259.63, + "change_pct": 0.17, + "high": 4278.59, + "low": 4242.28 }, "科创50": { - "price": 1911.51, - "change_pct": 3.84, - "high": 1937.3, - "low": 1836.04 + "price": 1922.02, + "change_pct": 0.55, + "high": 1931.15, + "low": 1920.52 }, "恒生指数": { "price": 23924.81, - "change_pct": -1.59, - "high": 24163.25, - "low": 23749.99 + "change_pct": 0.0, + "high": 0.0, + "low": 0.0 }, "国企指数": { "price": 7976.04, - "change_pct": -2.06, - "high": 8087.66, - "low": 7915.38 + "change_pct": 0.0, + "high": 0.0, + "low": 0.0 } }, "structure": { - "overall": "strong_bullish", - "description": "科技成长领涨" + "overall": "neutral", + "description": "成长略强" }, "key_sectors": [ + { + "name": "通用航空", + "change_pct": -1.43 + }, { "name": "国证芯片", - "change_pct": 4.49 + "change_pct": 1.28 }, { "name": "上证信息", - "change_pct": 4.46 - }, - { - "name": "机器人产业", - "change_pct": 2.95 - }, - { - "name": "上证周期", - "change_pct": -2.7 - }, - { - "name": "治理指数", - "change_pct": -1.62 - }, - { - "name": "上证资源", - "change_pct": -0.83 - }, - { - "name": "通用航空", - "change_pct": -0.35 + "change_pct": 1.01 }, { "name": "新能电池", - "change_pct": -0.26 + "change_pct": -0.98 + }, + { + "name": "机器人产业", + "change_pct": -0.95 + }, + { + "name": "上证资源", + "change_pct": 0.31 + }, + { + "name": "治理指数", + "change_pct": -0.29 + }, + { + "name": "上证周期", + "change_pct": -0.15 } ], "top_gainers": [ @@ -84,117 +84,117 @@ "name": "非金属材料", "code": "", "price": 0, - "change": 4.99, - "volume": 195.06, - "turnover": 123.32, - "net_inflow": -10.15, - "up_count": 9, - "down_count": 5, - "avg_price": 63.23, - "lead_stock": "金戈新材", - "lead_stock_change": 21.67 - }, - { - "name": "金属新材料", - "code": "", - "price": 0, - "change": 2.45, - "volume": 979.44, - "turnover": 249.14, - "net_inflow": 8.68, - "up_count": 24, - "down_count": 10, - "avg_price": 25.44, - "lead_stock": "江南新材", - "lead_stock_change": 10.0 - }, - { - "name": "半导体", - "code": "", - "price": 0, - "change": 2.29, - "volume": 5171.61, - "turnover": 5149.99, - "net_inflow": 120.97, - "up_count": 131, - "down_count": 46, - "avg_price": 99.58, - "lead_stock": "晶升股份", - "lead_stock_change": 20.01 + "change": 3.16, + "volume": 27.38, + "turnover": 20.95, + "net_inflow": -1.85, + "up_count": 10, + "down_count": 3, + "avg_price": 76.52, + "lead_stock": "力量钻石", + "lead_stock_change": 16.25 }, { "name": "小金属", "code": "", "price": 0, - "change": 2.28, - "volume": 1913.19, - "turnover": 935.05, - "net_inflow": -7.96, - "up_count": 18, - "down_count": 11, - "avg_price": 48.87, - "lead_stock": "东方锆业", - "lead_stock_change": 10.03 + "change": 2.27, + "volume": 180.94, + "turnover": 94.8, + "net_inflow": -3.7, + "up_count": 20, + "down_count": 9, + "avg_price": 52.39, + "lead_stock": "长裕集团", + "lead_stock_change": 9.99 }, { - "name": "医疗服务", + "name": "电子化学品", "code": "", "price": 0, - "change": 1.96, - "volume": 1037.08, - "turnover": 197.61, - "net_inflow": 11.67, - "up_count": 40, - "down_count": 14, - "avg_price": 19.05, - "lead_stock": "皓元医药", - "lead_stock_change": 15.08 + "change": 1.8, + "volume": 128.59, + "turnover": 72.85, + "net_inflow": -5.07, + "up_count": 34, + "down_count": 7, + "avg_price": 56.65, + "lead_stock": "广信材料", + "lead_stock_change": 10.41 + }, + { + "name": "其他电子", + "code": "", + "price": 0, + "change": 1.76, + "volume": 76.99, + "turnover": 38.16, + "net_inflow": -1.33, + "up_count": 27, + "down_count": 6, + "avg_price": 49.22, + "lead_stock": "富信科技", + "lead_stock_change": 10.71 + }, + { + "name": "半导体", + "code": "", + "price": 0, + "change": 1.31, + "volume": 320.76, + "turnover": 305.31, + "net_inflow": -6.94, + "up_count": 137, + "down_count": 36, + "avg_price": 95.37, + "lead_stock": "欧莱新材", + "lead_stock_change": 16.07 } ], "top_losers": [ { - "name": "保险", + "name": "能源金属", "code": "", "price": 0, - "change": -6.19, - "volume": 553.73, - "turnover": 199.09, - "net_inflow": -43.82, - "up_count": 0, - "down_count": 5, - "avg_price": 35.95, - "lead_stock": "中国人保", - "lead_stock_change": -5.0 - }, - { - "name": "电力", - "code": "", - "price": 0, - "change": -3.94, - "volume": 9157.69, - "turnover": 707.06, - "net_inflow": -128.15, - "up_count": 8, - "down_count": 101, - "avg_price": 7.72, - "lead_stock": "亨通股份", - "lead_stock_change": 10.03 - }, - { - "name": "煤炭开采加工", - "code": "", - "price": 0, - "change": -3.33, - "volume": 1717.85, - "turnover": 150.35, - "net_inflow": -17.3, + "change": -3.85, + "volume": 42.35, + "turnover": 24.46, + "net_inflow": -2.91, "up_count": 1, - "down_count": 33, - "avg_price": 8.75, - "lead_stock": "恒源煤电", - "lead_stock_change": 0.83 + "down_count": 11, + "avg_price": 57.76, + "lead_stock": "博迁新材", + "lead_stock_change": 1.39 + }, + { + "name": "机场航运", + "code": "", + "price": 0, + "change": -2.39, + "volume": 87.29, + "turnover": 3.26, + "net_inflow": -0.6, + "up_count": 0, + "down_count": 13, + "avg_price": 4.05, + "lead_stock": "深圳机场", + "lead_stock_change": -0.65 + }, + { + "name": "影视院线", + "code": "", + "price": 0, + "change": -2.35, + "volume": 41.96, + "turnover": 2.93, + "net_inflow": -0.49, + "up_count": 1, + "down_count": 18, + "avg_price": 6.92, + "lead_stock": "ST华谊", + "lead_stock_change": 0.57 } ], - "sector_up_ratio": 27.8, + "sector_up_ratio": 16.7, "sector_mood": "bearish" } \ No newline at end of file diff --git a/data/portfolio.json b/data/portfolio.json index 18ce31e..204838d 100644 --- a/data/portfolio.json +++ b/data/portfolio.json @@ -9,11 +9,11 @@ "code": "00700", "name": "腾讯控股", "shares": 100, - "price": 440.2, + "price": 439.0, "cost": 445.7552, "pnl": "-1.25%", "position_pct": 3.72, - "change_pct": -1.2, + "change_pct": -0.27, "analysis": { "stop_loss": 387.49, "take_profit": 496.33, @@ -32,11 +32,11 @@ "code": "00981", "name": "中芯国际", "shares": 500, - "price": 76.5, + "price": 78.8, "cost": 76.3899, "pnl": "0.14%", "position_pct": 3.23, - "change_pct": 0.96, + "change_pct": 3.01, "analysis": { "stop_loss": 67.69, "take_profit": 87.26, @@ -55,11 +55,11 @@ "code": "01088", "name": "中国神华", "shares": 500, - "price": 42.34, + "price": 42.1, "cost": 46.1659, "pnl": "-8.29%", "position_pct": 1.79, - "change_pct": -1.8, + "change_pct": -0.57, "analysis": { "stop_loss": 35.09, "take_profit": 42.9, @@ -78,11 +78,11 @@ "code": "01211", "name": "比亚迪股份", "shares": 600, - "price": 80.85, + "price": 80.25, "cost": 105.4926, "pnl": "-23.36%", "position_pct": 4.1, - "change_pct": -1.32, + "change_pct": -0.74, "analysis": { "stop_loss": 63.99, "take_profit": 87.07, @@ -101,11 +101,11 @@ "code": "01478", "name": "丘钛科技", "shares": 11000, - "price": 8.75, + "price": 8.9, "cost": 13.8666, "pnl": "-36.90%", "position_pct": 8.13, - "change_pct": -1.83, + "change_pct": 1.71, "analysis": { "stop_loss": 7.33, "take_profit": 10.39, @@ -124,11 +124,11 @@ "code": "01888", "name": "建滔积层板", "shares": 500, - "price": 91.85, + "price": 93.6, "cost": 88.7544, "pnl": "3.49%", "position_pct": 3.88, - "change_pct": 3.49, + "change_pct": 1.91, "analysis": { "stop_loss": 86.34, "take_profit": 141.9, @@ -170,11 +170,11 @@ "code": "02388", "name": "中银香港", "shares": 1000, - "price": 48.14, + "price": 47.72, "cost": 43.9719, "pnl": "9.48%", "position_pct": 4.07, - "change_pct": 0.05, + "change_pct": -0.87, "analysis": { "stop_loss": 43.49, "take_profit": 50.1, @@ -193,11 +193,11 @@ "code": "09988", "name": "阿里巴巴-W", "shares": 700, - "price": 104.9, + "price": 102.8, "cost": 126.6781, "pnl": "-17.19%", "position_pct": 6.2, - "change_pct": -1.9, + "change_pct": -2.0, "analysis": { "stop_loss": 90.82, "take_profit": 118.69, @@ -216,11 +216,11 @@ "code": "300035", "name": "中科电气", "shares": 1400, - "price": 17.37, + "price": 16.77, "cost": 22.2914, "pnl": "-22.08%", "position_pct": 2.38, - "change_pct": -1.75, + "change_pct": -3.11, "analysis": { "stop_loss": 13.74, "take_profit": 19.0, @@ -239,11 +239,11 @@ "code": "300548", "name": "长芯博创", "shares": 100, - "price": 281.99, + "price": 300.45, "cost": 231.46, "pnl": "21.83%", "position_pct": 2.76, - "change_pct": 4.49, + "change_pct": 5.79, "analysis": { "stop_loss": 251.24, "take_profit": 413.9, @@ -262,11 +262,11 @@ "code": "300690", "name": "双一科技", "shares": 400, - "price": 23.88, + "price": 23.86, "cost": 27.178, "pnl": "-12.13%", "position_pct": 0.94, - "change_pct": -0.62, + "change_pct": 0.08, "analysis": { "stop_loss": 22.1, "take_profit": 25.93, @@ -285,11 +285,11 @@ "code": "300750", "name": "宁德时代", "shares": 100, - "price": 391.55, + "price": 392.89, "cost": 401.7803, "pnl": "-2.55%", "position_pct": 3.84, - "change_pct": -1.87, + "change_pct": 0.29, "analysis": { "stop_loss": 345.04, "take_profit": 414.6, @@ -308,11 +308,11 @@ "code": "518880", "name": "黄金ETF华安", "shares": 2400, - "price": 8.908, + "price": 8.71, "cost": 12.1915, "pnl": "-26.93%", "position_pct": 2.09, - "change_pct": -0.55, + "change_pct": -2.16, "analysis": { "stop_loss": 7.05, "take_profit": 9.17, @@ -331,11 +331,11 @@ "code": "600036", "name": "招商银行", "shares": 800, - "price": 37.26, + "price": 37.01, "cost": 38.1582, "pnl": "-2.35%", "position_pct": 2.92, - "change_pct": -2.54, + "change_pct": -0.67, "analysis": { "stop_loss": 32.21, "take_profit": 39.68, @@ -354,11 +354,11 @@ "code": "600563", "name": "法拉电子", "shares": 200, - "price": 168.19, + "price": 171.6, "cost": 155.5032, "pnl": "8.16%", "position_pct": 3.3, - "change_pct": -1.09, + "change_pct": 2.02, "analysis": { "stop_loss": 161.41, "take_profit": 192.67, @@ -377,11 +377,11 @@ "code": "600739", "name": "辽宁成大", "shares": 6600, - "price": 10.09, + "price": 10.11, "cost": 12.2862, "pnl": "-17.88%", "position_pct": 6.52, - "change_pct": -1.46, + "change_pct": 0.2, "analysis": { "stop_loss": 9.1, "take_profit": 11.19, @@ -400,11 +400,11 @@ "code": "601899", "name": "紫金矿业", "shares": 2400, - "price": 29.69, + "price": 28.92, "cost": 40.2685, "pnl": "-26.27%", "position_pct": 6.98, - "change_pct": -2.43, + "change_pct": -2.76, "analysis": { "stop_loss": 24.48, "take_profit": 34.47, @@ -423,11 +423,11 @@ "code": "603259", "name": "药明康德", "shares": 400, - "price": 102.72, + "price": 104.42, "cost": 96.201, "pnl": "6.78%", "position_pct": 4.02, - "change_pct": 4.6, + "change_pct": 1.44, "analysis": { "stop_loss": 97.16, "take_profit": 111.26, @@ -446,11 +446,11 @@ "code": "688411", "name": "海博思创", "shares": 239, - "price": 281.0, + "price": 278.51, "cost": 258.6163, "pnl": "8.66%", "position_pct": 6.58, - "change_pct": 1.53, + "change_pct": -0.53, "analysis": { "stop_loss": 253.82, "take_profit": 316.5, @@ -469,11 +469,11 @@ "code": "688981", "name": "中芯国际", "shares": 300, - "price": 140.7, + "price": 143.02, "cost": 126.0681, "pnl": "11.61%", "position_pct": 4.13, - "change_pct": 4.45, + "change_pct": 1.65, "analysis": { "stop_loss": 132.76, "take_profit": 164.45, diff --git a/data/stocks/01088.json b/data/stocks/01088.json index 4e1e5c3..e49a597 100644 --- a/data/stocks/01088.json +++ b/data/stocks/01088.json @@ -251,6 +251,11 @@ "content": "⚡ 中国神华(01088) 偏离+3.0% | 旧45~46 → 建议45.47~47.82 | 快速评估", "report_id": "cron_d39e265198ad_zone_assess_20260604_1306" }, + { + "time": "2026-06-22T08:55:38.754230", + "content": "| **中国神华(01088)** | 成本$46.17,止盈$42.90同样低于成本 | 同上,策略参数异常 |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, { "time": "2026-06-14T08:55:34.460610", "content": "**🟢 中国神华(01088) ¥45.32 | 买入区44.41~45.48 ✅ | RR:1.79**", diff --git a/data/stocks/01211.json b/data/stocks/01211.json index ff7e28d..4ba87d8 100644 --- a/data/stocks/01211.json +++ b/data/stocks/01211.json @@ -581,6 +581,11 @@ "content": "**比亚迪股份(01211) 距止损仅3.1%!**", "report_id": "cron_d42f2ce3b479_2026-06-17_20-20-48" }, + { + "time": "2026-06-22T08:55:38.754230", + "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": "2026-06-01T10:25:54.503460", "content": "比亚迪股份(01211) 仓位4.56% +2.27%→ 持有,连涨", diff --git a/data/stocks/09988.json b/data/stocks/09988.json index f115d2b..0c953ea 100644 --- a/data/stocks/09988.json +++ b/data/stocks/09988.json @@ -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": "2026-06-22T08:55:38.754230", + "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 |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, { "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", diff --git a/data/stocks/300548.json b/data/stocks/300548.json index 2ee7543..73f4ecf 100644 --- a/data/stocks/300548.json +++ b/data/stocks/300548.json @@ -41,6 +41,11 @@ "content": "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" }, + { + "time": "2026-06-22T08:55:38.715704", + "content": "• 长芯博创(300548) 281.99 — +4.49%强势+21.8%盈利,保护利润上移止损至265", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" + }, { "time": "2026-06-02T13:56:05.495125", "content": "🔺**博创科技(300548)** | 236.72 +7.92% | 买入区230~235已确认站上,等回调建仓2%", diff --git a/data/stocks/300750.json b/data/stocks/300750.json index a6695c4..d94f5ee 100644 --- a/data/stocks/300750.json +++ b/data/stocks/300750.json @@ -41,6 +41,11 @@ "content": "宁德(300750) ¥394.85 -2.86% | 买入区382~393,锤子线形态偏多", "report_id": "cron_99c06255590a_2026-06-17_08-35-59" }, + { + "time": "2026-06-22T08:55:38.715704", + "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": "2026-06-02T12:55:54.834592", "content": "| 宁德时代(300750) | 427.84 | +1.84% | 4.04% | 持有,止损400止盈460 |", diff --git a/data/stocks/518880.json b/data/stocks/518880.json index 97e81ab..0670166 100644 --- a/data/stocks/518880.json +++ b/data/stocks/518880.json @@ -46,6 +46,11 @@ "content": "- **黄金ETF(518880)** ¥8.78 | 国际金价$4,327高位,黄金资产中期看好但持仓-25.97%深套,不加仓等回本再决策", "report_id": "cron_99c06255590a_2026-06-18_08-38-18" }, + { + "time": "2026-06-22T08:55:38.715704", + "content": "• 黄金ETF(518880) 8.91 — 金价高位但ETF深套-26.9%,暂持有", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" + }, { "time": "2026-06-02T12:55:54.834592", "content": "| 黄金ETF(518880) | 9.323 | -0.22% | 2.14% | 深套持有,止损9.0 |", diff --git a/data/stocks/600563.json b/data/stocks/600563.json index 9eb9649..50f50c5 100644 --- a/data/stocks/600563.json +++ b/data/stocks/600563.json @@ -81,6 +81,11 @@ "content": "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" }, + { + "time": "2026-06-22T08:55:38.715704", + "content": "• 法拉电子(600563) 168.19 — 盈利+8.2%,稳健持有", + "report_id": "cron_99c06255590a_2026-06-22_08-37-35" + }, { "time": "2026-06-02T12:55:54.834592", "content": "| 法拉电子(600563) | 159.76 | +3.47% | 3.0% | 持有,止损153止盈170 |", @@ -631,6 +636,11 @@ "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": "2026-06-22T08:55:38.754230", + "content": "| **法拉电子(600563)** | +6.79%是少数正收益,止损$161.41 | 追踪止盈可考虑上调至$175+ |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, { "time": "2026-06-09T08:55:23.491465", "content": "{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.49},", diff --git a/data/stocks/601899.json b/data/stocks/601899.json index 70307c5..5c06cf5 100644 --- a/data/stocks/601899.json +++ b/data/stocks/601899.json @@ -546,6 +546,11 @@ "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": "2026-06-22T08:55:38.754230", + "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 |", + "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40" + }, { "time": "2026-06-09T08:55:23.491465", "content": "{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":28.27},", diff --git a/data/strategy_staleness_report.json b/data/strategy_staleness_report.json index e4d49c8..942dfd5 100644 --- a/data/strategy_staleness_report.json +++ b/data/strategy_staleness_report.json @@ -1,6 +1,6 @@ { - "checked_at": "2026-06-19T15:49:00", - "total_active": 38, + "checked_at": "2026-06-22T09:00:31", + "total_active": 47, "flagged_count": 15, "flagged": [ { @@ -8,12 +8,12 @@ "name": "模塑科技", "price": 15.45, "flags": [ - "现价15.45已进入买入区15~16,可关注买入" + "现价15.45在买入区15~16(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "15~16", - "current": "盈利持有 | 止损14.99 | 买入区15.14~15.76 | 信号:接近支撑位,关注", + "current": "盈利持有 | 止损14.54 | 买入区15.14~15.76 | 信号:接近支撑位,关注", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -23,12 +23,12 @@ "name": "ST京蓝", "price": 5.2, "flags": [ - "现价5.20已进入买入区5~5,可关注买入" + "现价5.20在买入区5~5(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "5~5", - "current": "盈利持有 | 止损5.04 | 买入区5.1~5.3 | 信号:放量下跌,等企稳再入", + "current": "盈利持有 | 止损4.89 | 买入区5.1~5.3 | 信号:放量下跌,等企稳再入", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -38,12 +38,12 @@ "name": "德明利", "price": 712.0, "flags": [ - "现价712.00已进入买入区698~726,可关注买入" + "现价712.00在买入区698~726(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "698~726", - "current": "盈利持有 | 止损690.64 | 买入区697.76~726.24", + "current": "盈利持有 | 止损683.32 | 买入区697.76~726.24", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -53,12 +53,12 @@ "name": "比亚迪", "price": 88.13, "flags": [ - "现价88.13已进入买入区86~89,可关注买入" + "现价88.13在买入区86~89(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "86~89", - "current": "盈利持有 | 止损85.49 | 买入区86.37~88.76 | 信号:放量下跌,等企稳再入", + "current": "盈利持有 | 止损79.61 | 买入区86.37~88.76 | 信号:放量下跌,等企稳再入", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -68,12 +68,12 @@ "name": "信义光能", "price": 2.35, "flags": [ - "现价2.35已进入买入区2~2,可关注买入" + "现价2.35在买入区2~2(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "2~2", - "current": "盈利持有 | 止损2.28 | 买入区2.3~2.39 | 信号:接近支撑位,关注", + "current": "盈利持有 | 止损2.03 | 买入区2.3~2.39 | 信号:接近支撑位,关注", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -83,12 +83,12 @@ "name": "TCL电子", "price": 13.51, "flags": [ - "现价13.51已进入买入区13~14,可关注买入" + "现价13.51在买入区13~14(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "13~14", - "current": "盈利持有 | 止损13.1 | 买入区13.24~13.78", + "current": "盈利持有 | 止损12.96 | 买入区13.24~13.78", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -98,12 +98,12 @@ "name": "中国平安", "price": 53.85, "flags": [ - "现价53.85已进入买入区53~55,可关注买入" + "现价53.85在买入区53~55(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "53~55", - "current": "盈利持有 | 止损52.23 | 买入区52.77~54.93", + "current": "盈利持有 | 止损46.61 | 买入区52.77~54.93", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -113,12 +113,12 @@ "name": "中国人寿", "price": 28.02, "flags": [ - "现价28.02已进入买入区27~29,可关注买入" + "现价28.02在买入区27~29(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "27~29", - "current": "盈利持有 | 止损27.18 | 买入区27.46~28.58", + "current": "盈利持有 | 止损24.26 | 买入区27.46~28.58", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -128,12 +128,12 @@ "name": "百济神州", "price": 163.7, "flags": [ - "现价163.70已进入买入区160~164,可关注买入" + "现价163.70在买入区160~164(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "160~164", - "current": "盈利持有 | ⚠️盈亏比偏低(1:1.8),谨慎买入 | 止损157.4 | 买入区160.43~164.46 | 信号:弱势持有", + "current": "盈利持有 | ⚠️盈亏比偏低(1:1.8),谨慎买入 | 止损155.73 | 买入区160.43~164.46 | 信号:弱势持有", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -143,12 +143,12 @@ "name": "长飞光纤", "price": 217.8, "flags": [ - "现价217.80已进入买入区213~222,可关注买入" + "现价217.80在买入区213~222(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "213~222", - "current": "盈利持有 | 止损211.27 | 买入区213.44~222.16", + "current": "盈利持有 | 止损209.03 | 买入区213.44~222.16", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -158,12 +158,12 @@ "name": "小鹏汽车-W", "price": 51.5, "flags": [ - "现价51.50已进入买入区50~53,可关注买入" + "现价51.50在买入区50~53(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "50~53", - "current": "盈利持有 | 止损49.95 | 买入区50.47~52.53 | 信号:接近支撑位,关注", + "current": "盈利持有 | 止损46.51 | 买入区50.47~52.53 | 信号:接近支撑位,关注", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -173,12 +173,12 @@ "name": "汇川技术", "price": 71.18, "flags": [ - "现价71.18已进入买入区70~72,可关注买入" + "现价71.18在买入区70~72(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "70~72", - "current": "盈利持有 | 止损69.04 | 买入区69.76~71.88 | 信号:放量下跌,等企稳再入", + "current": "盈利持有 | 止损68.31 | 买入区69.76~71.88 | 信号:放量下跌,等企稳再入", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -188,12 +188,12 @@ "name": "华恒生物", "price": 20.87, "flags": [ - "现价20.87已进入买入区20~21,可关注买入" + "现价20.87在买入区20~21(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "20~21", - "current": "盈利持有 | ⚠️盈亏比偏低(1:2.0),谨慎买入 | 止损20.24 | 买入区20.45~21.0", + "current": "盈利持有 | ⚠️盈亏比偏低(1:2.0),谨慎买入 | 止损20.03 | 买入区20.45~21.0", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -203,12 +203,12 @@ "name": "摩尔线程-U", "price": 669.0, "flags": [ - "现价669.00已进入买入区656~673,可关注买入" + "现价669.00在买入区656~673(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "656~673", - "current": "盈利持有 | ⚠️盈亏比偏低(1:1.8),谨慎买入 | 止损639.0 | 买入区655.62~672.94 | 信号:放量下跌,等企稳再入", + "current": "盈利持有 | ⚠️盈亏比偏低(1:1.8),谨慎买入 | 止损632.23 | 买入区655.62~672.94 | 信号:放量下跌,等企稳再入", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -218,12 +218,12 @@ "name": "沐曦股份-U", "price": 769.89, "flags": [ - "现价769.89已进入买入区754~785,可关注买入" + "现价769.89在买入区754~785(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-06-19 13:17", + "last_update": "2026-06-19 16:01", "entry_zone": "754~785", - "current": "盈利持有 | 止损732.5 | 买入区754.49~785.29", + "current": "盈利持有 | 止损724.74 | 买入区754.49~785.29", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -232,16 +232,12 @@ "portfolio": { "position_pct": 85.62, "cash": 146836.89, - "weak_position_pct": 61.9, - "all_weak_pct": 52.6, + "weak_position_pct": 43.3, + "all_weak_pct": 42.6, "signals": [ - "[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比62%>40%,建议系统性减仓", - "[PORTFOLIO_FULL] 总仓位85.6%(现金146837元),买入建议受限" - ], - "near_sl_count": 1, - "near_tp_count": 1, - "drift_count": 0, - "stale_count": 0 + "[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比43.3%>40%,建议系统性减仓", + "[PORTFOLIO_FULL] 总仓位85.62%(现金146837元),买入建议受限" + ] }, - "summary": "扫描38个策略,17个需关注(15 WL_IN+1 NEAR_SL+1 NEAR_TP),零过期/零偏离" + "summary": "扫描47个策略,15个需关注" } \ No newline at end of file diff --git a/mofin_collect.py b/mofin_collect.py index 1159d2d..768e156 100644 --- a/mofin_collect.py +++ b/mofin_collect.py @@ -2,21 +2,30 @@ """mofin_collect.py — MoFin 数据采集链 每轮盯盘 cron 前运行,顺序执行: - 1. market_watch — 拉90个行业板块数据 - 2. trend_detector — 检测17种信号 - 3. xiaoguo_news_processor — 搜新闻+小果分析 + 1. market_watch — 拉90个行业板块数据(9:30前跳过,市场未开) + 2. trend_detector — 检测17种信号(依赖板块数据,同跳) + 3. mofin_news — 搜新闻+小果分析 """ import subprocess, sys, time from pathlib import Path +from datetime import datetime BASE = Path(__file__).parent.parent if "hermes" in str(Path(__file__).resolve()) else Path(__file__).parent -SCRIPTS = [ - ("market_watch.py", 60), - ("trend_detector.py", 10), - ("mofin_news.py", 50), -] +now = datetime.now() +market_open = (now.hour >= 9 and now.minute >= 30) or now.hour >= 10 +# 9:30前不跑市场数据采集(同花顺页面无数据) +# 但仍然跑新闻采集(不依赖市场是否开盘) + +SCRIPTS = [] +if market_open: + SCRIPTS.append(("market_watch.py", 60)) + SCRIPTS.append(("trend_detector.py", 60)) +else: + print(f"[{now.strftime('%H:%M')}] 市场未开盘(9:30),跳过板块采集", flush=True) + +SCRIPTS.append(("mofin_news.py", 50)) for script, timeout in SCRIPTS: path = BASE / script