From 91d2957ab03426a0b90e2c9766a1eea4d2665462 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= Date: Sun, 28 Jun 2026 00:12:31 +0800 Subject: [PATCH] =?UTF-8?q?=E8=87=AA=E9=80=89=E6=B8=85=E7=90=86+=E6=96=B0?= =?UTF-8?q?=E5=A2=9E=E7=AD=96=E7=95=A5?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit 1. 13只已持仓自选股移除（watchlist 32→19） 2. 贵州茅台(600519) 买入区1101~1184 止损1068 止盈1300 RR=1.3 3. 中国平安(601318) 买入区43~46.8 止损41.4 止盈58.9 RR=2.0 4. 两股均空头排列，信号=等待企稳 --- data/accuracy_stats.json | 113 +- data/decisions.json | 17752 ++++++++++++++++++++++++++++++++++- data/stocks/00981.json | 5 + data/stocks/688981.json | 5 + data/watchlist.json.bak2 | 666 ++ scripts/clean_watchlist.py | 57 + 6 files changed, 18480 insertions(+), 118 deletions(-) create mode 100644 data/watchlist.json.bak2 create mode 100644 scripts/clean_watchlist.py diff --git a/data/accuracy_stats.json b/data/accuracy_stats.json index 7589de3..fdb0585 100644 --- a/data/accuracy_stats.json +++ b/data/accuracy_stats.json @@ -1,10 +1,10 @@ { - "updated_at": "2026-06-22T11:20:27.385259", + "updated_at": "2026-06-27T21:00:20.651984", "phase1": { - "correct": 0, - "wrong": 3, - "pending": 46, - "accuracy_pct": 0.0 + "correct": 9, + "wrong": 1, + "pending": 42, + "accuracy_pct": 90.0 }, "phase2": { "correct": 0, @@ -12,56 +12,59 @@ "pending": 0, "accuracy_pct": 0.0 }, - "total_evaluated": 49, + "total_evaluated": 52, "details": [ - "模塑科技(000700) | 损14.54/盈None | 现价14.81(-4.14%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "ST京蓝(000711) | 损4.89/盈None | 现价5.43(+4.42%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "德明利(001309) | 损683.32/盈None | 现价712.9(+0.13%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "比亚迪(002594) | 损79.61/盈None | 现价85.17(-3.36%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "腾讯控股(00700) | 损387.49/盈496.33 | 现价436.2(-0.91%) | 距损11.17%/距盈13.78% | RR=1.23 | R/R可接受 | 理+13.3%实-2.1%", - "信义光能(00968) | 损2.03/盈None | 现价2.22(-5.53%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "中芯国际(00981) | 损67.69/盈87.26 | 现价78.25(+2.29%) | 距损13.5%/距盈11.51% | RR=0.85 | ⚠️R/R偏低 | 理+16.2%实+2.4%", - "TCL电子(01070) | 损12.96/盈None | 现价12.99(-3.85%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "中国神华(01088) | 损35.09/盈42.9 | 现价42.42(+0.19%) | 距损17.28%/距盈1.13% | RR=0.07 | ⚠️R/R极低 | 理+1.6%实-8.1%", - "比亚迪股份(01211) | 损63.99/盈87.07 | 现价77.7(-3.90%) | 距损17.64%/距盈12.06% | RR=0.68 | 深套持有 | 理+10.5%实-26.3%", - "丘钛科技(01478) | 损7.33/盈10.39 | 现价8.36(-4.46%) | 距损12.32%/距盈24.28% | RR=1.97 | 深套持有 | 理+21.7%实-39.7%", - "建滔积层板(01888) | 损86.34/盈141.9 | 现价90.0(-2.01%) | 距损4.07%/距盈57.67% | RR=14.17 | R/R合理 | 理+61.3%实+1.4%", - "万科企业(02202) | 损2.0/盈2.85 | 现价2.39(-1.24%) | 距损16.32%/距盈19.25% | RR=1.18 | 深套持有 | 理+20.8%实-49.1%", - "中国平安(02318) | 损46.61/盈None | 现价54.45(+1.11%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "药明康德(02359) | 损121.2/盈None | 现价128.8(+0.08%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "中银香港(02388) | 损43.49/盈50.1 | 现价47.26(-1.83%) | 距损7.98%/距盈6.01% | RR=0.75 | ⚠️R/R偏低 | 理+3.9%实+7.5%", - "中国人寿(02628) | 损24.26/盈None | 现价29.12(+3.93%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "百济神州(06160) | 损155.73/盈None | 现价159.0(-2.87%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "长飞光纤(06869) | 损209.03/盈None | 现价275.4(+26.45%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "小鹏汽车-W(09868) | 损46.51/盈None | 现价49.46(-3.96%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "阿里巴巴－Ｗ(09988) | 损90.82/盈118.69 | 现价102.2(-2.57%) | 距损11.14%/距盈16.14% | RR=1.45 | R/R可接受 | 理+14.5%实-19.3%", - "中科电气(300035) | 损13.74/盈19.0 | 现价16.83(-3.11%) | 距损18.36%/距盈12.89% | RR=0.7 | 深套持有 | 理+12.2%实-24.5%", - "汇川技术(300124) | 损68.31/盈None | 现价66.93(-5.97%) | 距损None%/距盈None% | RR=None | 已跌破止损 | 理+0.0%实+0.0%", - "长芯博创(300548) | 损251.24/盈413.9 | 现价298.67(+5.92%) | 距损15.88%/距盈38.58% | RR=2.43 | R/R合理 | 理+49.7%实+29.0%", - "双一科技(300690) | 损22.1/盈25.93 | 现价23.41(-1.97%) | 距损5.6%/距盈10.76% | RR=1.92 | R/R可接受 | 理+9.1%实-13.9%", - "宁德时代(300750) | 损345.04/盈414.6 | 现价405.93(+3.67%) | 距损15.0%/距盈2.14% | RR=0.14 | ⚠️R/R极低 | 理+6.1%实+1.0%", - "黄金ETF华安(518880) | 损7.05/盈9.17 | 现价8.661(-2.77%) | 距损18.6%/距盈5.88% | RR=0.32 | 深套持有 | 理+5.6%实-29.0%", - "招商银行(600036) | 损32.21/盈39.68 | 现价37.36(+0.27%) | 距损13.78%/距盈6.21% | RR=0.45 | ⚠️R/R极低 | 理+6.5%实-2.1%", - "法拉电子(600563) | 损161.41/盈192.67 | 现价168.44(+0.15%) | 距损4.17%/距盈14.38% | RR=3.45 | R/R合理 | 理+13.6%实+8.3%", - "辽宁成大(600739) | 损9.1/盈11.19 | 现价10.48(+3.87%) | 距损13.17%/距盈6.77% | RR=0.51 | ⚠️R/R不足 | 理+11.2%实-14.7%", - "紫金矿业(601899) | 损24.48/盈34.47 | 现价29.55(-0.47%) | 距损17.16%/距盈16.65% | RR=0.97 | 深套持有 | 理+19.1%实-26.6%", - "药明康德(603259) | 损97.16/盈111.26 | 现价103.45(+0.71%) | 距损6.08%/距盈7.55% | RR=1.24 | ⚠️R/R偏低 | 理+10.5%实+7.5%", - "海博思创(688411) | 损253.82/盈316.5 | 现价279.66(-0.48%) | 距损9.24%/距盈13.17% | RR=1.43 | ⚠️R/R偏低 | 理+13.0%实+8.1%", - "芯碁微装(688630) | 损470.73/盈None | 现价469.5(-6.47%) | 距损None%/距盈None% | RR=None | 已跌破止损 | 理+0.0%实+0.0%", - "华恒生物(688639) | 损20.03/盈None | 现价20.34(-2.54%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "摩尔线程-U(688795) | 损632.23/盈None | 现价640.7(-4.23%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "沐曦股份-U(688802) | 损724.74/盈None | 现价720.11(-6.47%) | 距损None%/距盈None% | RR=None | 已跌破止损 | 理+0.0%实+0.0%", - "中芯国际(688981) | 损132.76/盈164.45 | 现价141.5(+0.57%) | 距损6.18%/距盈16.22% | RR=2.62 | R/R合理 | 理+19.6%实+12.2%", - "(002714) | 损None/盈None | 现价33.61(-0.06%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(002920) | 损None/盈None | 现价84.38(-3.84%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(01347) | 损None/盈None | 现价164.1(-2.38%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(09880) | 损None/盈None | 现价104.6(-3.42%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(301628) | 损None/盈None | 现价114.53(-5.14%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(600110) | 损None/盈None | 现价16.61(-5.46%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(600188) | 损None/盈None | 现价19.77(+2.01%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(688403) | 损None/盈None | 现价29.11(-3.13%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "(688668) | 损None/盈None | 现价395.32(-8.04%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", - "中际旭创(300308) | 损1169.0/盈1500.0 | 现价1344.0(-1.75%) | 距损13.02%/距盈11.61% | RR=0.89 | ⚠️盈亏比不足 | 理+20.0%实+0.0%", - "贵州茅台(600519) | 损1169.0/盈1350.0 | 现价1226.02(+0.91%) | 距损4.65%/距盈10.11% | RR=2.17 | R/R达标 | 理+10.7%实+0.0%" + "中钨高新(000657) | 损95.78/盈113.41 | 现价99.51(-5.84%) | 距损3.75%/距盈13.97% | RR=3.73 | R/R达标 | 理+14.0%实+0.0%", + "模塑科技(000700) | 损13.91/盈15.28 | 现价14.13(+1.73%) | 距损1.56%/距盈8.14% | RR=5.22 | R/R达标 | 理+9.1%实+0.0%", + "ST京蓝(000711) | 损4.11/盈4.96 | 现价4.55(-5.01%) | 距损9.67%/距盈9.01% | RR=0.93 | ⚠️盈亏比不足 | 理+9.1%实+0.0%", + "德明利(001309) | 损810.0/盈1153.26 | 现价951.0(+6.73%) | 距损14.83%/距盈21.27% | RR=1.43 | ⚠️盈亏比不足 | 理+29.4%实+0.0%", + "比亚迪(002594) | 损67.69/盈85.66 | 现价78.2(-4.87%) | 距损13.44%/距盈9.54% | RR=0.71 | ⚠️盈亏比不足 | 理+9.5%实+0.0%", + "腾讯控股(00700) | 损356.47/盈386.74 | 现价411.8(-2.28%) | 距损13.44%/距盈-6.09% | RR=-0.45 | ⚠️盈亏比不足 | 理-6.0%实+0.0%", + "信义光能(00968) | 损1.75/盈2.13 | 现价2.0(-1.96%) | 距损12.5%/距盈6.5% | RR=0.52 | ⚠️盈亏比不足 | 理+8.1%实+0.0%", + "中芯国际(00981) | 损75.27/盈84.32 | 现价80.0(-6.98%) | 距损5.91%/距盈5.4% | RR=0.91 | ⚠️盈亏比不足 | 理+6.0%实+0.0%", + "TCL电子(01070) | 损10.4/盈13.3 | 现价12.61(-0.39%) | 距损17.53%/距盈5.47% | RR=0.31 | ⚠️盈亏比不足 | 理+7.8%实+0.0%", + "中国神华(01088) | 损35.16/盈37.73 | 现价40.62(+0.10%) | 距损13.44%/距盈-7.11% | RR=-0.53 | ⚠️盈亏比不足 | 理-6.4%实+0.0%", + "比亚迪股份(01211) | 损58.41/盈68.5 | 现价72.65(-4.47%) | 距损19.6%/距盈-5.71% | RR=-0.29 | ⚠️盈亏比不足 | 理-3.3%实+0.0%", + "丘钛科技(01478) | 损5.52/盈6.44 | 现价6.86(-4.72%) | 距损19.53%/距盈-6.12% | RR=-0.31 | ⚠️盈亏比不足 | 理-3.7%实+0.0%", + "建滔积层板(01888) | 损89.01/盈99.7 | 现价98.55(-5.42%) | 距损9.68%/距盈1.17% | RR=0.12 | ⚠️盈亏比不足 | 理+4.9%实+0.0%", + "万科企业(02202) | 损1.84/盈2.21 | 现价2.2(-2.22%) | 距损16.36%/距盈0.45% | RR=0.03 | ⚠️盈亏比不足 | 理+3.0%实+0.0%", + "中国平安(02318) | 损50.05/盈59.32 | 现价50.55(-2.69%) | 距损0.99%/距盈17.35% | RR=17.53 | R/R达标 | 理+15.0%实+0.0%", + "药明康德(02359) | 损130.05/盈153.64 | 现价145.4(+0.28%) | 距损10.56%/距盈5.67% | RR=0.54 | ⚠️盈亏比不足 | 理+6.8%实+0.0%", + "中银香港(02388) | 损41.15/盈49.62 | 现价45.56(-1.64%) | 距损9.68%/距盈8.91% | RR=0.92 | ⚠️盈亏比不足 | 理+9.0%实+0.0%", + "中国人寿(02628) | 损23.15/盈29.55 | 现价26.92(-5.48%) | 距损14.0%/距盈9.77% | RR=0.7 | ⚠️盈亏比不足 | 理+9.9%实+0.0%", + "百济神州(06160) | 损141.76/盈180.44 | 现价165.9(-0.66%) | 距损14.55%/距盈8.76% | RR=0.6 | ⚠️盈亏比不足 | 理+9.3%实+0.0%", + "长飞光纤光缆(06869) | 损203.38/盈263.18 | 现价250.6(-12.87%) | 距损18.84%/距盈5.02% | RR=0.27 | ⚠️盈亏比不足 | 理+8.9%实+0.0%", + "小鹏汽车-W(09868) | 损46.4/盈59.81 | 现价45.58(-4.84%) | 距损None%/距盈None% | RR=None | 已跌破止损 | 理+25.0%实+0.0%", + "阿里巴巴-W(09988) | 损75.55/盈94.69 | 现价89.5(-5.79%) | 距损15.59%/距盈5.8% | RR=0.37 | ⚠️盈亏比不足 | 理+7.4%实+0.0%", + "中科电气(300035) | 损11.4/盈13.51 | 现价14.19(-6.21%) | 距损19.66%/距盈-4.79% | RR=-0.24 | ⚠️盈亏比不足 | 理-2.3%实+0.0%", + "汇川技术(300124) | 损54.78/盈69.45 | 现价63.28(-5.33%) | 距损13.43%/距盈9.75% | RR=0.73 | ⚠️盈亏比不足 | 理+9.8%实+0.0%", + "中际旭创(300308) | 损1216.27/盈1271.69 | 现价1253.89(-5.25%) | 距损3.0%/距盈1.42% | RR=0.47 | ⚠️盈亏比不足 | 理+2.2%实+0.0%", + "长芯博创(300548) | 损247.13/盈282.86 | 现价262.65(-6.83%) | 距损5.91%/距盈7.69% | RR=1.3 | ⚠️盈亏比不足 | 理+8.4%实+0.0%", + "宁德时代(300750) | 损329.8/盈363.82 | 现价381.0(-5.20%) | 距损13.44%/距盈-4.51% | RR=-0.34 | ⚠️盈亏比不足 | 理-4.4%实+0.0%", + "黄金ETF华安(518880) | 损6.75/盈7.8 | 现价8.39(+1.24%) | 距损19.55%/距盈-7.03% | RR=-0.36 | ⚠️盈亏比不足 | 理-4.6%实+0.0%", + "贵州茅台(600519) | 损1133.57/盈1272.07 | 现价1168.63(-1.30%) | 距损3.0%/距盈8.85% | RR=2.95 | R/R达标 | 理+9.0%实+0.0%", + "法拉电子(600563) | 损170.5/盈187.07 | 现价188.76(-0.67%) | 距损9.67%/距盈-0.9% | RR=-0.09 | ⚠️盈亏比不足 | 理+1.9%实+0.0%", + "中国平安(601318) | 损45.81/盈51.75 | 现价47.23(-4.20%) | 距损3.01%/距盈9.57% | RR=3.18 | R/R达标 | 理+9.6%实+0.0%", + "XD紫金矿(601899) | 损20.19/盈22.93 | 现价25.1(-1.72%) | 距损19.56%/距盈-8.65% | RR=-0.44 | ⚠️盈亏比不足 | 理-6.3%实+0.0%", + "海博思创(688411) | 损243.58/盈278.56 | 现价258.88(-6.17%) | 距损5.91%/距盈7.6% | RR=1.29 | ⚠️盈亏比不足 | 理+9.1%实+0.0%", + "芯碁微装(688630) | 损473.66/盈574.26 | 现价527.97(-4.96%) | 距损10.29%/距盈8.77% | RR=0.85 | ⚠️盈亏比不足 | 理+9.1%实+0.0%", + "华恒生物(688639) | 损12.93/盈15.58 | 现价15.4(-10.05%) | 距损16.04%/距盈1.17% | RR=0.07 | ⚠️盈亏比不足 | 理+3.8%实+0.0%", + "摩尔线程-U(688795) | 损633.01/盈712.38 | 现价672.77(-3.89%) | 距损5.91%/距盈5.89% | RR=1.0 | ⚠️盈亏比不足 | 理+6.7%实+0.0%", + "沐曦股份-U(688802) | 损687.24/盈800.56 | 现价730.4(-5.21%) | 距损5.91%/距盈9.61% | RR=1.63 | ⚠️盈亏比偏低 | 理+9.6%实+0.0%", + "中芯国际(688981) | 损139.97/盈153.8 | 现价148.76(-5.16%) | 距损5.91%/距盈3.39% | RR=0.57 | ⚠️盈亏比不足 | 理+3.6%实+0.0%", + "(002714) | 损None/盈None | 现价33.56(+3.71%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(002920) | 损None/盈None | 现价78.9(-3.90%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(01347) | 损None/盈None | 现价189.5(-1.71%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(09880) | 损None/盈None | 现价90.05(-2.96%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(300690) | 损None/盈None | 现价22.6(+1.12%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(301628) | 损None/盈None | 现价108.12(-5.03%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(600036) | 损None/盈None | 现价36.0(-0.63%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(600110) | 损None/盈None | 现价15.29(-3.04%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(600188) | 损None/盈None | 现价17.98(-1.05%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(600345) | 损None/盈None | 现价65.36(-10.00%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(600739) | 损None/盈None | 现价10.03(-4.75%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(603259) | 损None/盈None | 现价118.18(+0.82%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(688403) | 损None/盈None | 现价39.3(-4.84%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%", + "(688668) | 损None/盈None | 现价376.01(-6.44%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" ] } \ No newline at end of file diff --git a/data/decisions.json b/data/decisions.json index b978499..dd2c549 100644 --- a/data/decisions.json +++ b/data/decisions.json @@ -1179,7 +1179,51 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**自选**：长江通信(600345)涨停后等回调，距买入区>5%未入；中钨高新(000657)100.08(-2.36%)距买入区98~102约+2% 可关注。其余自选距买入区>3%暂不列。", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + } + ], + "evaluation": [ + { + "code": "000657", + "name": "中钨高新", + "evaluated_at": "2026-06-27T21:00:20.586772", + "phase": 1, + "theoretical": { + "entry_zone": "97.52~101.5", + "stop_loss": 95.78, + "take_profit": 113.41, + "entry_mid_price": 99.51, + "target_price": 113.41, + "theoretical_pnl_pct": 13.97, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 99.51, + "current_change_pct": -5.84, + "rr": 3.73, + "rr_risk_pct": 3.75, + "rr_reward_pct": 13.97, + "rr_level": "R/R达标" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 99.51 + }, + "rr_level": "R/R达标", + "rr_interpretation": "每亏1元赚3.73元，盈亏比合理", + "summary": "中钨高新(000657) | 损95.78/盈113.41 | 现价99.51(-5.84%) | 距损3.75%/距盈13.97% | RR=3.73 | R/R达标 | 理+14.0%实+0.0%" + } + ] }, { "code": "000700", @@ -1615,7 +1659,69 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 模塑科技(000700) ¥16.19 | 买入区¥15.0~16.0 | 止损¥14.0目标¥19.0", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 模塑科技(000700) ¥14.4 | 买入区14.11~14.49 ✅ | RR:2.02**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 模塑科技(000700) ¥14.4，买入区14.11~14.49 ✅ 在区间内，RR:2.02", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "模塑科技(000700) ¥14.4 | 买入区14.11~14.49，止损13.97，RR 2.02", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + } + ], + "evaluation": [ + { + "code": "000700", + "name": "模塑科技", + "evaluated_at": "2026-06-27T21:00:20.586805", + "phase": 1, + "theoretical": { + "entry_zone": "13.51~14.5", + "stop_loss": 13.91, + "take_profit": 15.28, + "entry_mid_price": 14.0, + "target_price": 15.28, + "theoretical_pnl_pct": 9.1, + "theoretical_pnl_amount": 17.85, + "status": "in_entry_zone", + "current_price": 14.13, + "current_change_pct": 1.73, + "rr": 5.22, + "rr_risk_pct": 1.56, + "rr_reward_pct": 8.14, + "rr_level": "R/R达标" + }, + "actual": { + "cost_price": 0, + "shares": 1400, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 14.13 + }, + "rr_level": "R/R达标", + "rr_interpretation": "每亏1元赚5.22元，盈亏比合理", + "summary": "模塑科技(000700) | 损13.91/盈15.28 | 现价14.13(+1.73%) | 距损1.56%/距盈8.14% | RR=5.22 | R/R达标 | 理+9.1%实+0.0%" + } + ] }, { "code": "000711", @@ -2229,7 +2335,43 @@ } ], "created_at": "2026-06-26" - } + }, + "evaluation": [ + { + "code": "000711", + "name": "ST京蓝", + "evaluated_at": "2026-06-27T21:00:20.586824", + "phase": 1, + "theoretical": { + "entry_zone": "4.46~4.63", + "stop_loss": 4.11, + "take_profit": 4.96, + "entry_mid_price": 4.54, + "target_price": 4.96, + "theoretical_pnl_pct": 9.13, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 4.55, + "current_change_pct": -5.01, + "rr": 0.93, + "rr_risk_pct": 9.67, + "rr_reward_pct": 9.01, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 4.55 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.93每亏1元仅赚0.93元，不建议买入", + "summary": "ST京蓝(000711) | 损4.11/盈4.96 | 现价4.55(-5.01%) | 距损9.67%/距盈9.01% | RR=0.93 | ⚠️盈亏比不足 | 理+9.1%实+0.0%" + } + ] }, { "code": "001309", @@ -2834,7 +2976,123 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 德明利(001309) | 现价597.41 | -6.65% | 存储芯片回调，买入区560-580未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "德明利(001309) 617.70(-1.63%) → 买入区585.01~646.59，现价617.70在区间内，观望等待回调至600以下", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 德明利(001309) 626.0(-0.31%) → 买入区585~646.6，在区间内，止损523.4，可现价建仓5%", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 德明利(001309) 631.49(+0.56%) | 买入区585~647，距上沿-2.3%可关注", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 德明利(001309) ¥632.35(+0.70%) — 买入区585~647，在区内可关注", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 德明利(001309) 631.01(+0.49%) 买入区585.01~646.59→在区内上沿附近，挂单615等回调", + "report_id": "cron_d3797d924ddc_2026-06-11_14-48-58" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "德明利(001309) ¥632.35(+0.37%) 买入区585.01~646.59 现价买2%｜止损523.43目标708", + "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**德明利(001309)** 现价632.35(+0.70%) | 买入区585~647 | 现价在区间高位，等回调至610~620再入。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **德明利(001309)** 现价632.35(+0.70%) 买入区585~647(近上沿) | 等回调至610~620区间再入场3%", + "report_id": "cron_d3797d924ddc_2026-06-11_16-45-41" + }, + { + "date": "2026-06-12", + "direction": "买入", + "summary": "**德明利(001309)** 现价617.7 | 仓位0% | 买入区585~647，知微6/9收紧区间。存储芯片回调充分，止损523安全。", + "report_id": "cron_99c06255590a_2026-06-12_08-32-15" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 德明利(001309) ¥617.43 | 买入区605.08~629.78 ✅ | RR:3.51**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 德明利(001309) ¥617.43，买入区605.08~629.78 ✅ 在区间内，RR:3.51（高价股>300元/股，注意仓位）", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中科电气(300035) / 德明利(001309)** — 前者能源金属+4.27%但-28%深套持有；后者半导体板块受益，+9.9%持有。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "001309", + "name": "德明利", + "evaluated_at": "2026-06-27T21:00:20.586839", + "phase": 1, + "theoretical": { + "entry_zone": "873.18~908.82", + "stop_loss": 810.0, + "take_profit": 1153.26, + "entry_mid_price": 891.0, + "target_price": 1153.26, + "theoretical_pnl_pct": 29.43, + "theoretical_pnl_amount": 0, + "status": "above_entry", + "current_price": 951.0, + "current_change_pct": 6.73, + "rr": 1.43, + "rr_risk_pct": 14.83, + "rr_reward_pct": 21.27, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 951.0 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现1.43每亏1元仅赚1.43元，不建议买入", + "summary": "德明利(001309) | 损810.0/盈1153.26 | 现价951.0(+6.73%) | 距损14.83%/距盈21.27% | RR=1.43 | ⚠️盈亏比不足 | 理+29.4%实+0.0%" + } + ] }, { "code": "002594", @@ -4036,7 +4294,189 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **比亚迪A(002594)** 现价93.93 买入区90-93 高于买入区1.0%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**比亚迪A(002594)** 现价93.82 买入区90-93 → 高于买入区(+0.9%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **比亚迪A(002594) 93.75 ↑0.26%** → 略高于买入区90-93上沿，走势偏弱，观望", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "**🔴比亚迪A股(002594) | 93.80 -2.47%** → 已有H股持仓，暂不加仓", + "report_id": "cron_bb35a0b1b5e3_2026-06-01_13-45-19" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "🟢关注 比亚迪A股(002594) | 现价93.65 | -2.63% | 买入区90-93，可建仓3%", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 比亚迪A(002594) ¥95.51 +1.99% — 略高于买入区90-93", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 比亚迪A(002594) | 96.60 | +3.15% | 90-93 | 🟡 略高于买入区上沿 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**比亚迪A(002594) ¥96.80 (+3.36%)** — 买入区90-93，目标110-120。已高于买入区，等回调。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **比亚迪A(002594) 96.76** +3.32% | 买入区90-93，偏高→等回调至93以下", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "比亚迪A(002594) 89.13(-1.31%) → 买入区83.43~97.93，现价89.13在区间内，距下沿-6.8% 建议挂88.5建仓3%", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 比亚迪A(002594) 89.62(-0.76%) → 买入区86.15~95.21，在区间内，可轻仓试多3%", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 比亚迪A(002594) 89.36(-1.05%) | 买入区86~95，已入区待回调至90以下考虑", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 比亚迪A(002594) ¥89.80(-0.56%) — 买入区86.15~95.21，在区内可关注", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• 比亚迪A(002594) 89.38(-1.03%) 买入区86.15~95.21→在区内偏下位置，现价可建仓3%", + "report_id": "cron_d3797d924ddc_2026-06-11_14-48-58" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "比亚迪A(002594) ¥89.80(-0.33%) 买入区86.15~95.21 现价买3%｜止损79.8目标107", + "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**比亚迪A(002594)** 现价89.80(-0.56%) | 买入区86.15~95.21 | 现价在区间内，若回踩88可建底仓。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **比亚迪A(002594)** 现价89.80(-0.56%) 买入区86.15~95.21(区间中位) | 挂单88.50建仓3%", + "report_id": "cron_d3797d924ddc_2026-06-11_16-45-41" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "• **比亚迪A(002594)** ¥89.74 (-0.63%) — 买入区86.15~95.21内，自选未持仓，止损79.8/止盈107.0", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "{\"code\":\"002594\",\"name\":\"比亚迪A\",\"action\":\"关注\",\"price\":89.74,\"reason\":\"自选未持仓，买入区内\"},", + "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24" + }, + { + "date": "2026-06-12", + "direction": "买入", + "summary": "**比亚迪A(002594)** 现价89.13 | 仓位0% | 买入区86.15~95.21，现价在区间内。港股H止跌84.35企稳，A股同步回调到位。", + "report_id": "cron_99c06255590a_2026-06-12_08-32-15" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 比亚迪A(002594) ¥91.6 | 买入区89.77~92.76 ✅ | RR:2.56**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 比亚迪A(002594) ¥91.6，买入区89.77~92.76 ✅ 在区间内，RR:2.56", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **比亚迪A(002594) ¥91.60** — 信号\"放量下跌等企稳\"，买入区89.77~92.76，等放量企稳信号", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "**比亚迪A(002594)** ¥91.6 | 仓位0% | 买入区89.77~92.76 → RR 2.56", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + } + ], + "evaluation": [ + { + "code": "002594", + "name": "比亚迪", + "evaluated_at": "2026-06-27T21:00:20.586853", + "phase": 1, + "theoretical": { + "entry_zone": "76.64~79.76", + "stop_loss": 67.69, + "take_profit": 85.66, + "entry_mid_price": 78.2, + "target_price": 85.66, + "theoretical_pnl_pct": 9.54, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 78.2, + "current_change_pct": -4.87, + "rr": 0.71, + "rr_risk_pct": 13.44, + "rr_reward_pct": 9.54, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 78.2 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.71每亏1元仅赚0.71元，不建议买入", + "summary": "比亚迪(002594) | 损67.69/盈85.66 | 现价78.2(-4.87%) | 距损13.44%/距盈9.54% | RR=0.71 | ⚠️盈亏比不足 | 理+9.5%实+0.0%" + } + ] }, { "code": "00700", @@ -5484,7 +5924,1143 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**① 腾讯控股(00700) 现价440.20 买入区444-450**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_13-55-37" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **腾讯控股(00700)** 现价441.2 买入区444-450 低于买入区0.6% ⚡", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**腾讯控股(00700)** 现价440.40 买入区444-450 → 低于买入区(-0.8%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "| 00700 | 腾讯控股 | Q1营收1964.6亿(+9%)，净利580.9亿(+21%)，AI投入全面加码，花旗维持买入 |", + "report_id": "cron_f8e9c1df5898_2026-05-21_04-03-52" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• 腾讯控股(00700) | 442.20 → +0.73%，买入区间444-450(仓位5-10%)，低于区间下沿可关注买入机会", + "report_id": "cron_4d2a6edd560d_2026-05-22_13-45-27" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **腾讯控股(00700) 442.40 ↑0.77%** → 已跌破买入区下沿444，进入可布局区域！建议仓位5-10%，目标500+", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "5. 📉 **腾讯(00700)** HK$439低于买入区444-450，接近可介入", + "report_id": "cron_5cc9e2c77a93_2026-05-22_09-30-43" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "腾讯控股(00700) 仓位3.60% +1.41%→ 持有，反弹通道", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "卖出", + "summary": "| ⑰ | 腾讯控股(00700) 3.60% | 428.40 | +0.80% | 窄幅震荡。止损360 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 腾讯控股(00700) 435.40 | +1.92% → 🤝持有，接近回本", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 腾讯控股(00700) | 437.60 +2.43% 🤝持有：止损420止盈470，浮亏-1.7%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 腾讯控股(00700) | 436.00 | +2.06% → 🤝 持有：436.00，成本445.08，浮盈-2.0%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "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": "持有", + "summary": "• 腾讯控股 00700 | 441.80 | +1.33% | 🤝 持有，距成本445尚差", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "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": "买入", + "summary": "🔥 **腾讯(00700)** — 现价438.20已低于买入区间下限450", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "3. **腾讯(00700)** → 底仓持有，回调至450以下可加仓", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **腾讯控股(00700)** | 现价469.8 | 🤝 持有", + "report_id": "cron_d3797d924ddc_2026-06-02_13-01-26" + }, + { + "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": "2026-06-02", + "direction": "买入", + "summary": "| 腾讯(00700) | 473.00 | **+8.49%🚀** | 444-450 | 🔴 远超买入区！距目标500仅差5.7% |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **腾讯(00700) | 478.0 | 浮盈+7.31% → 🤝持有设追踪止盈**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "② **腾讯(00700)** → 底仓设追踪止盈(高点回落5%) | 现价479.2(+9.91%)，日内最高484.8，追踪价≈460", + "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" + }, + { + "date": "2026-06-03", + "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": "卖出", + "summary": "**腾讯控股 00700** → 462.20，距追踪止盈触发价460.56仅+0.36% ⚠️", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**② 腾讯控股(00700) 462.20(-4.03%) ⚠️ 距追踪止盈极近**", + "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" + }, + { + "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": "卖出", + "summary": "**【⚠️ 腾讯控股(00700) | 463.60 -3.74% → 逼近追踪止盈线】**", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 腾讯(00700) | 472.40 | 追踪止盈(高点回落5%) | 昨日高点479.4→追踪价~455 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "**腾讯控股(00700)** ¥462.80(-3.90%) → 追踪止盈459.80距+0.65%, 接回450距+2.84%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "**🔵 腾讯控股(00700) — 距追踪止盈仅+0.65%，距接回区+2.84%**", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "**② 腾讯控股(00700) — 追踪止盈逼近临界点**", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "**🔵 腾讯控股(00700) 464.00 跌-3.65% — 追踪止盈未触发**", + "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": "卖出", + "summary": "## 🔵 腾讯控股(00700) — 追踪止盈接近触发", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "**🔵 腾讯控股(00700) 463.20 -3.82% — 接近追踪止盈位**", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "3. ⚠️ 腾讯控股(00700) 463.20 → 距追踪止盈线459.80仅+0.73%，关注是否触发", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "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": "卖出", + "summary": "- 腾讯(00700) 463.40 | 追踪止盈449（高点回落5%） | 距止盈+3.2%安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "3. **腾讯控股(00700)** ¥465.2（-3.41%）→ 从今日高点484回落-3.88%，接近5%追踪止盈阈值", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "🔵 **腾讯控股(00700) 现价465.2 → 从高点484回落-3.88%，接近追踪止盈阈值**", + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 腾讯控股(00700) | 465.80 | -3.28% | 追踪止盈，距回撤5%约442 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "- 🔵 腾讯(00700) 465.20(-3.88%) — 追踪止盈高点回落5%≈460.56，现价465.20仍在线上，未触发卖出。止损420安全。", + "report_id": "cron_d39e265198ad_2026-06-03_10-51-49" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 腾讯控股 | 00700 | 464.80(-3.49%) | 追踪止盈从高点回落5%(≈460) | 464.80>460，安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "- 腾讯(00700) — 追踪止盈策略，无具体买入区间trigger。", + "report_id": "cron_e3bf7b13af8d_2026-06-03_09-29-38" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "**3️⃣ 腾讯控股(00700) — 追踪止盈459.8**", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "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": "**⑨ 腾讯控股(00700) | 3.82%仓位 | 追踪止盈关注**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "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": "卖出", + "summary": "**🔵 腾讯控股(00700) 现价466.4 | 追踪止盈安全，持有**", + "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": "持有", + "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":462.6},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "🔵 **腾讯控股(00700) 现价460.60 → 距追踪止盈触发价459.8仅+0.17%**", + "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": "**🟡 腾讯控股(00700) 现价462.6 | 距追踪止盈459.8仅+0.6%⚠️**", + "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": "**腾讯(00700)** — 追踪止盈从高点484回落5%=459.8，现价456.6已跌破，需关注", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "**🔴 腾讯(00700) 现价456.6 — 追踪止盈触发】", + "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": "卖出", + "summary": "**🔴 腾讯控股(00700) 现价457.0 → 追踪止盈触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "**🔴 腾讯(00700) 现价455.8 → 追踪止盈濒临触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "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": "卖出", + "summary": "**🔵 腾讯控股(00700) 现价457.0 | 追踪止盈已触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "🔴 腾讯(00700) 456.80(-2.06%) — ⚡追踪止盈确认触发", + "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": "**🔵 腾讯(00700) 现价457.60(-1.89%) → ⚠️ 追踪止盈已触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "2. **腾讯(00700)** 6/2大涨+9.36%→6/3回调-3.16%→6/4续跌-1.89%触发追踪止盈，符合技术性回调判断", + "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": "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": "🔴 **腾讯控股(00700) 现价457.4 → 追踪止盈已触发**", + "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": "**🔴 腾讯控股(00700) 现价457.4 → 追踪止盈已触发**", + "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": "**🔴 腾讯控股(00700) 现价458.4 | 追踪止盈触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "**🔴 腾讯控股(00700) 现价457.8 → 追踪止盈已触发（5%线），7%线450未破**", + "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": "**🔵 腾讯(00700) 现价458.2 → 追踪止盈已触发**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "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": "🔴 **腾讯控股(00700) 458.6 — 追踪止盈已触发**", + "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": "**⚪ 腾讯(00700) 现价456.6 (-2.10%) — 追踪止盈455.43边缘**", + "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": "🔵 **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": "**🔵 腾讯(00700) 现价458.2 → 追踪止盈已触发，关注450接回区**", + "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": "- 腾讯(00700) 458.2 — 追踪止盈已触发(高点484回落>5%)，距7%止损450+1.8%，持有", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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": "**🔵 腾讯控股(00700) 现价458.8 → 追踪止盈已触发**", + "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": "🟡 腾讯控股(00700) 现价459.0 → 追踪止盈已触发", + "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": "**🟡 腾讯控股(00700) 现价459.0 — 追踪止盈已触发**", + "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", + "summary": "- **比亚迪股份(01211)**: 止损85，腾讯控股(00700)止损420，阿里巴巴(09988)止损115", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "卖出", + "summary": "3. **腾讯控股(00700)** - 追踪止盈459.8已触发，现价458.4", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**🟡 腾讯控股(00700) 现价458.4 → 追踪止盈459.8已触发**", + "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": "**🔵 腾讯控股(00700) 现价458.4 → 追踪止盈已触发**", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "4. **腾讯控股(00700)**：现价456.0，从分析看有追踪止盈455，现价456略高于追踪止盈，可能需要考虑止盈。", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "• **腾讯控股(00700)** 现价456.0 → 略高于追踪止盈455，考虑按策略从高点479.40回落5%触发止盈。", + "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": "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": "**🔵 腾讯控股(00700) 现价452.4 → 持有观察**", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "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": "卖出", + "summary": "2. **腾讯控股(00700)** - 现价454.0，策略：追踪止盈（从高点484回落7%约450）", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "• 腾讯控股(00700) 现价454.0 → 距追踪止盈450仅+0.9%，持有设追踪止盈（从高点484回落7%约450）", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "2026-06-05", + "direction": "卖出", + "summary": "• 腾讯控股(00700) 竞价464.00 (+1.09%) → 高于追踪止盈459.8，继续持有", + "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" + }, + { + "date": "2026-06-06", + "direction": "卖出", + "summary": "• **腾讯(00700) 追踪止盈已触发** 最高484，按5%回落=459.8，周五收453.20已破。关注445支撑，跌破则考虑减仓", + "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", + "summary": "| **腾讯控股(00700)** | 453.20 | 追踪止盈459.8已触发 | 关注445支撑，跌破450可接回 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "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": "持有", + "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":448.0},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 模塑科技(000700) ¥16.19 | 买入区¥15.0~16.0 | 止损¥14.0目标¥19.0", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "| 腾讯控股(00700) | 446.4 | 持有 | 止损420 | 🟢低 |", + "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": "🟢 **模塑科技(000700) 16.17(-2.06%)** — 在买入区15.04~17.30内，首仓2~3%，止损14.23，止盈19.40", + "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" + }, + { + "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", + "summary": "{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":466.0},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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": "买入", + "summary": "🟡 **模塑科技(000700) 15.22(-5.88%)** — 低于买入区15.36~16.49下沿-0.9%，止损13.74。已贴近买入区。", + "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": "买入", + "summary": "🟢 **模塑科技(000700) 15.22(-5.88%) — 距买入区-0.9%，接近**", + "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": "买入", + "summary": "🟢 **模塑科技(000700) 15.22(-5.88%)** — 买入区14.88~17.46，现价在区间内，首仓2~3%，止损14.0/止盈19.0", + "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", + "summary": "🟢 模塑科技(000700)15.22 — 略低于买入区15.36(-0.9%)，仓位1~2%，止损13.74", + "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": "持有", + "summary": "**腾讯控股(00700) 458.60(-1.50%) | 仓位5.50%→建议持有**", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "持有", + "summary": "• 腾讯控股(00700) 457.20(-1.80%) | 仓位5.50%→建议持有", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "持有", + "summary": "**2. 腾讯控股(00700) 现价457.2(+4.79%) | 仓5.47%→持有/破450减**", + "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" + }, + { + "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", + "summary": "• **腾讯控股(00700)** — 持仓100股，+4.06%，盈利持有", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 模塑科技(000700) ¥14.4 | 买入区14.11~14.49 ✅ | RR:2.02**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "持有", + "summary": "**③ 腾讯控股(00700) 修正机械执行错误，底仓持有纪律建立**", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 模塑科技(000700) ¥14.4，买入区14.11~14.49 ✅ 在区间内，RR:2.02", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "• **腾讯(00700) HK$463.60 (+4.06%)** — 上周五+4.79%大涨，已接近止盈486，底仓持有设追踪止盈", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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", + "summary": "腾讯(00700) ¥463.6 +4.06% | 回踩457支撑可关注，买入区457~463", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "模塑科技(000700) ¥14.4 | 买入区14.11~14.49，止损13.97，RR 2.02", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-17", + "direction": "卖出", + "summary": "**腾讯控股(00700) 距止损仅1.2%！**", + "report_id": "cron_d42f2ce3b479_2026-06-17_20-20-48" + }, + { + "date": "2026-06-18", + "direction": "持有", + "summary": "- **腾讯(00700)** ¥466.2 | 昨日+4.79%强势，弱支撑457.2/弱压468，持有不操作", + "report_id": "cron_99c06255590a_2026-06-18_08-38-18" + }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "**自选（距买入区±3%）：** 腾讯(00700) 440.20HKD，前买入区444-450，距下限约-0.9%恰在边缘，可观察不操作；宁德时代(300750) 391.55，前买入区400-41", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**腾讯控股(00700)** — 昨收428.8(低412.6高439.8)，成本443.9仍浮亏。互联网服务板块暂稳，持有等解套。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + }, + { + "date": "unknown", + "direction": "卖出", + "summary": "腾讯(00700)仓4.5%微盈 → 止损428.27现价447.80距4.4%，注意", + "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_122000" + } + ], + "evaluation": [ + { + "code": "00700", + "name": "腾讯控股", + "evaluated_at": "2026-06-27T21:00:20.586868", + "phase": 1, + "theoretical": { + "entry_zone": "408.13~414.67", + "stop_loss": 356.47, + "take_profit": 386.74, + "entry_mid_price": 411.4, + "target_price": 386.74, + "theoretical_pnl_pct": -5.99, + "theoretical_pnl_amount": -24.66, + "status": "take_profit_hit", + "current_price": 411.8, + "current_change_pct": -2.28, + "rr": -0.45, + "rr_risk_pct": 13.44, + "rr_reward_pct": -6.09, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 100, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 411.8 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.45每亏1元仅赚-0.45元，不建议买入", + "summary": "腾讯控股(00700) | 损356.47/盈386.74 | 现价411.8(-2.28%) | 距损13.44%/距盈-6.09% | RR=-0.45 | ⚠️盈亏比不足 | 理-6.0%实+0.0%" + } + ] }, { "code": "00968", @@ -6399,7 +7975,69 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**信义光能(00968)** 现价2.44(-2.79%) | 买入区2.28~2.52 | 现价在区间中位，可挂2.35等吸纳。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 信义光能(00968) ¥2.41 | 买入区2.36~2.46 ✅ | RR:3.14**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "**信义光能(00968)** HK$2.41 | 仓位0% | 买入区2.36~2.46 → RR 3.14", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-19", + "direction": "买入", + "summary": "自选靠近买入区：华恒生物(688639) @21.2 量价齐升信号，买入区20.78~21.4 RR 2.28；信义光能(00968) @2.41 接近支撑位关注，买入区2.36~2.46 RR 3.", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + } + ], + "evaluation": [ + { + "code": "00968", + "name": "信义光能", + "evaluated_at": "2026-06-27T21:00:20.586882", + "phase": 1, + "theoretical": { + "entry_zone": "1.96~1.98", + "stop_loss": 1.75, + "take_profit": 2.13, + "entry_mid_price": 1.97, + "target_price": 2.13, + "theoretical_pnl_pct": 8.12, + "theoretical_pnl_amount": 0, + "status": "above_entry", + "current_price": 2.0, + "current_change_pct": -1.96, + "rr": 0.52, + "rr_risk_pct": 12.5, + "rr_reward_pct": 6.5, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 2.0 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.52每亏1元仅赚0.52元，不建议买入", + "summary": "信义光能(00968) | 损1.75/盈2.13 | 现价2.0(-1.96%) | 距损12.5%/距盈6.5% | RR=0.52 | ⚠️盈亏比不足 | 理+8.1%实+0.0%" + } + ] }, { "code": "00981", @@ -7903,7 +9541,219 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "- 🔥 **中芯国际H(00981)** 74.20 → 进入买入区 72-75 ✅ 目标90-95", + "report_id": "cron_5cc9e2c77a93_2026-05-21_16-07-22" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **中芯国际H(00981)** 现价76.0 买入区72-75 高于买入区1.3%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**中芯国际H(00981) 现价74.95 → ✅ 进入买入区72-75**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**中芯国际H(00981)** 现价74.95 买入区72-75 → ✅ 已进入买入区！", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**变动：中芯国际H(00981) 现价75.2 → 离开买入区72-75(+0.3%)**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-43-41" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• 中芯国际H(00981) | 76.85 → +3.57%半导体强势延续，买入区间72-75(仓位5-10%)，距区间一步之遥", + "report_id": "cron_4d2a6edd560d_2026-05-22_13-45-27" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **中芯国际H(00981) 79.90 ↑7.68%** → 半导体大涨！现价高于买入区72-75，已错过最佳买点，等回调至76下方再考虑", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 中芯国际H(00981) ¥82.20 +3.46% — 高于买入区72-75", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 中芯国际H(00981) | 82.20 | +3.46% | 72-75 | 🔴 远超买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**中芯国际H(00981) ¥82.25 (+3.52%)** — 买入区72-75已远高于，目标90-95。暂观望，回调至75附近可入。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **中芯国际H(00981) 81.70** +2.83% | 买入区72-75，远高于→观望", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "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", + "summary": "**中芯国际H(00981)** 72.25(-2.43%) → 策略买入区70~75内，止损67/止盈88。成本76.08浮亏-1.42%。持有。", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"00981\",\"name\":\"中芯国际-H\",\"action\":\"持有\",\"price\":72.25},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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", + "summary": "**中芯国际H(00981)** 现价70.85 | 仓位4.21% | 买入区70~75。昨随大盘回调至70.85，仍在买入区下沿。止损67。", + "report_id": "cron_99c06255590a_2026-06-12_08-32-15" + }, + { + "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", + "summary": "• **中芯国际H(00981) HK$71.65** — 买入区69.53~73.01，现价接近区间上沿", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-16", + "direction": "买入", + "summary": "**中芯国际-H(00981)** 71.30 +0.09% — 与A股共振，策略买入区70~75已进入，持有", + "report_id": "cron_99c06255590a_2026-06-16_08-38-28" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "**中芯国际H(00981)** 现价86.0距TP87.26仅1.5%，接近止盈", + "report_id": "cron_99c06255590a_2026-06-26_08-43-03" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "②中芯国际H(00981) 距止损6.3%！-6.98%跌破弱撑77.62", + "report_id": "cron_d42f2ce3b479_2026-06-26_20-06-06" + } + ], + "evaluation": [ + { + "code": "00981", + "name": "中芯国际", + "evaluated_at": "2026-06-27T21:00:20.586895", + "phase": 1, + "theoretical": { + "entry_zone": "77.62~81.5", + "stop_loss": 75.27, + "take_profit": 84.32, + "entry_mid_price": 79.56, + "target_price": 84.32, + "theoretical_pnl_pct": 5.98, + "theoretical_pnl_amount": 23.8, + "status": "in_entry_zone", + "current_price": 80.0, + "current_change_pct": -6.98, + "rr": 0.91, + "rr_risk_pct": 5.91, + "rr_reward_pct": 5.4, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 500, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 80.0 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.91每亏1元仅赚0.91元，不建议买入", + "summary": "中芯国际(00981) | 损75.27/盈84.32 | 现价80.0(-6.98%) | 距损5.91%/距盈5.4% | RR=0.91 | ⚠️盈亏比不足 | 理+6.0%实+0.0%" + } + ] }, { "code": "01070", @@ -9014,7 +10864,57 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**TCL电子(01070)** 现价14.02(+1.74%) | 买入区13.02~14.40 | 现价近上沿，等回调至13.5再入。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 TCL电子(01070) ¥14.04 | 买入区13.76~14.3 ✅ | RR:3.02**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + } + ], + "evaluation": [ + { + "code": "01070", + "name": "TCL电子", + "evaluated_at": "2026-06-27T21:00:20.586908", + "phase": 1, + "theoretical": { + "entry_zone": "12.36~12.31", + "stop_loss": 10.4, + "take_profit": 13.3, + "entry_mid_price": 12.34, + "target_price": 13.3, + "theoretical_pnl_pct": 7.82, + "theoretical_pnl_amount": 0, + "status": "above_entry", + "current_price": 12.61, + "current_change_pct": -0.39, + "rr": 0.31, + "rr_risk_pct": 17.53, + "rr_reward_pct": 5.47, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 12.61 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.31每亏1元仅赚0.31元，不建议买入", + "summary": "TCL电子(01070) | 损10.4/盈13.3 | 现价12.61(-0.39%) | 距损17.53%/距盈5.47% | RR=0.31 | ⚠️盈亏比不足 | 理+7.8%实+0.0%" + } + ] }, { "code": "01088", @@ -10343,7 +12243,249 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "**🟢中国神华(01088) | 47.200 +4.70%⚠️** → 煤炭护盘走强，关注45~47低吸区间，建议仓位5%", + "report_id": "cron_bb35a0b1b5e3_2026-06-01_13-45-19" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "• **中国神华(HK)01088** | 47.200 +4.70% | 周期避险资金流入，买入区间45~47，仓位3~5%", + "report_id": "cron_bb35a0b1b5e3_2026-06-01_14-45-18" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "• **中国神华(01088)** | 47.14 | **+4.57%** 👀 大涨已突破买入区间，等回调", + "report_id": "cron_d3797d924ddc_2026-06-01_14-33-03" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "🟢关注 中国神华(01088) | 现价47.02 | +4.30% | 煤炭板块领涨，买入区44-46可建仓3%", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**01088 中国神华 | 46.02 -2.58%** — 🟢买入区间45~46【本周有效】接近买入区，触及45建仓3%", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 中国神华(01088) 47.54 | 买入区间45~46，仓位3%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **中国神华(01088) | 47.54→**买入区45~46（距-3.2~-3.9%），推荐仓位3%。煤炭板块走强+2.82%，等回调45附近低吸", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "📌 **中国神华(01088)** — ¥47.54接近买入区间45~46", + "report_id": "cron_d3797d924ddc_2026-06-02_15-32-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **中国神华(01088)** | 买入区间45~46 | 现价~¥47.54", + "report_id": "cron_d3797d924ddc_2026-06-02_16-18-04" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，若回落至45.5~46可建仓1~2%", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟡 **中国神华(01088)** 46.80 — 距买入区45~46仅+1.7%，若回落至45.5~46可建1~2%（约10k~21k）", + "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": "买入", + "summary": "格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注", + "report_id": "cron_d3797d924ddc_2026-06-04_14-02-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注", + "report_id": "cron_99c06255590a_2026-06-05_08-33-52" + }, + { + "date": "2026-06-06", + "direction": "买入", + "summary": "• **中国神华(01088) 现价46.10 → 买入区45~46** 已贴近区间上沿。高股息防御(股息率约7%)，市场恐慌时资金首选避险。跌至45可建仓3%", + "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", + "summary": "格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注", + "report_id": "cron_d3797d924ddc_2026-06-08_16-32-13" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 中国神华(01088) ¥46.16 | 买入区¥45~46 | 建议仓位3%", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注", + "report_id": "cron_d3797d924ddc_2026-06-09_15-16-06" + }, + { + "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", + "summary": "格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注", + "report_id": "cron_99c06255590a_2026-06-10_08-31-01" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"01088\",\"name\":\"中国神华\",\"action\":\"持有\",\"price\":45.36},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "• 中国神华(01088) 45.20(-2.08%) → 在买入区44~46内，持有观察。止损42/目标50，仓位2.29%", + "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": "持有", + "summary": "**中国神华(01088) 45.38(+0.27%) | 仓位2.67%→建议持有**", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 中国神华(01088) ¥45.32 | 买入区44.41~45.48 ✅ | RR:1.79**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "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" + } + ], + "evaluation": [ + { + "code": "01088", + "name": "中国神华", + "evaluated_at": "2026-06-27T21:00:20.586927", + "phase": 1, + "theoretical": { + "entry_zone": "40.07~40.55", + "stop_loss": 35.16, + "take_profit": 37.73, + "entry_mid_price": 40.31, + "target_price": 37.73, + "theoretical_pnl_pct": -6.4, + "theoretical_pnl_amount": -12.9, + "status": "take_profit_hit", + "current_price": 40.62, + "current_change_pct": 0.1, + "rr": -0.53, + "rr_risk_pct": 13.44, + "rr_reward_pct": -7.11, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 500, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 40.62 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.53每亏1元仅赚-0.53元，不建议买入", + "summary": "中国神华(01088) | 损35.16/盈37.73 | 现价40.62(+0.10%) | 距损13.44%/距盈-7.11% | RR=-0.53 | ⚠️盈亏比不足 | 理-6.4%实+0.0%" + } + ] }, { "code": "01211", @@ -11777,7 +13919,759 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**③ 比亚迪H(01211) 现价90.80 加仓区90.97-96.9**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_13-55-37" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **比亚迪H(01211)** 成本98.88/现价90.85 浮盈-8.12%(¥-4,433) → 📉 低于加仓区", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "比亚迪股份(01211) 仓位4.56% +2.27%→ 持有，连涨", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "买入", + "summary": "| ⑮ | 比亚迪H(01211) 4.56% | 91.90 | +1.77% | 已到买入区上沿90~91。止损78 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 比亚迪股份(01211) 91.05 | -0.27% → 🤝持有，止损81.74", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 比亚迪股份(01211) | 90.95 -0.38% 🤝持有：窄幅波动，止损85止盈100，浮亏-5.4%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 比亚迪股份(01211) | 90.75 | -0.60% → 🤝 持有：90.75，成本96.16，浮盈-5.6%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **比亚迪股份(01211) | 96.2→**几乎平本-0.04%，窄幅震荡 | 🤝持有：止损85（距-11.7%），止盈100（距+4%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **比亚迪股份(01211) | 96.45 | 浮盈+0.22% → 🤝持有**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 比亚迪(01211) | 94.55 | 止损85/止盈100 | 中段 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 比亚迪股份(01211) | 93.95 -2.89% | 止损85/止盈100 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "- 比亚迪(002594) → 已有01211不重复，今日H股93.95(-2.89%)继续持有", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 比亚迪(01211) | 93.90(-2.95%) | 止损85/止盈100 | 中间安全 |", + "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": "卖出", + "summary": "- 比亚迪(01211) HK$93.90(-2.95%) | 止损85/止盈100 | 中段", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 比亚迪(01211) 93.40 -3.46% | 止损85/止盈100 | 中段安全", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 比亚迪(01211) 93.20(-3.67%) | 止损85(+9.6%)/止盈100(-6.8%) | 中间安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 比亚迪(01211) 93.30 | 止损85/止盈100 | 浮亏-3.1%", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "- **比亚迪(01211)** ¥96.20 → 距止盈100还有+3.9%", + "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 比亚迪股份(01211) | 95.00 | -1.81% | 止损85安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 比亚迪股份 | 01211 | 94.55(-2.27%) | 止损85/止盈100 | 中间安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"trigger\":\"止损85/止盈100，现价91.80区间内\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**🔵 比亚迪(01211) 93.25 | 持有**", + "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": "持有", + "summary": "{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.3},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "**🔵 比亚迪(01211) 现价90.05 | 跌-3.43%，止损85距+5.9%**", + "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": "卖出", + "summary": "• 比亚迪(01211) 91.55 距止损85+7.7%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 比亚迪(01211) | 91.25 | 止损85/止盈100 | +7.4%/-8.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "买入", + "summary": "🟢 **比亚迪(01211)** 91.75 | 止损85距+7.9% | 止盈100距-8.3% | 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": "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) 91.55 — 止损85(+7.7%)/止盈100(-8.4%)", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 比亚迪(01211) 91.5 — 止损85距+7.6%|止盈100距+9.3%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "summary": "- **比亚迪股份(01211)**: 止损85，腾讯控股(00700)止损420，阿里巴巴(09988)止损115", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "卖出", + "summary": "**🔵 比亚迪股份(01211) 现价90.25 → 持有设止盈**", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "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": "卖出", + "summary": "6. **比亚迪股份(01211)** - 现价90.1，策略：持有设止盈，止损85/止盈100", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":86.75},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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", + "summary": "• 比亚迪股份(01211) 86.6(-6.74%) — 最大仓位9.78%，买入区84.12~92.98内，止损77.92安全距+11.1%。", + "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": "2026-06-11", + "direction": "卖出", + "summary": "**3. 比亚迪股份(01211) 弱支撑83.47距1.8%** 现84.95仓6.03%浮亏-11.4%。小阴线偏弱，止损81.53距4%。持有观察不补仓。", + "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" + }, + { + "date": "2026-06-13", + "direction": "持有", + "summary": "• **比亚迪股份(01211)** — 持仓600股，-18.56%，持有观察", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **比亚迪(01211) HK$86.55 (-18.56%)** — 买入区84.83~85.77，距现价-2%，接近可加仓区间", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-17", + "direction": "卖出", + "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": "2026-06-24", + "direction": "卖出", + "summary": "**比亚迪股份(01211)** 距止损-12.5%！现价65.85(+0.13%)，弱支撑74.48早已跌破，强支撑61.87。成本105.05(-37.3%)深度套牢。操作：不补不抄，观察61.8", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "unknown", + "direction": "卖出", + "summary": "比亚迪(01211)仓5.0%浮亏-20.1% → 止损81.72现价84.25距仅3%！港股弱紧盯", + "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_122000" + } + ], + "evaluation": [ + { + "code": "01211", + "name": "比亚迪股份", + "evaluated_at": "2026-06-27T21:00:20.586943", + "phase": 1, + "theoretical": { + "entry_zone": "65.39~76.28", + "stop_loss": 58.41, + "take_profit": 68.5, + "entry_mid_price": 70.84, + "target_price": 68.5, + "theoretical_pnl_pct": -3.3, + "theoretical_pnl_amount": -14.01, + "status": "take_profit_hit", + "current_price": 72.65, + "current_change_pct": -4.47, + "rr": -0.29, + "rr_risk_pct": 19.6, + "rr_reward_pct": -5.71, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 600, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 72.65 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.29每亏1元仅赚-0.29元，不建议买入", + "summary": "比亚迪股份(01211) | 损58.41/盈68.5 | 现价72.65(-4.47%) | 距损19.6%/距盈-5.71% | RR=-0.29 | ⚠️盈亏比不足 | 理-3.3%实+0.0%" + } + ] }, { "code": "01478", @@ -13106,7 +16000,567 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "持有", + "summary": "• **丘钛科技(01478)** 成本13.76/现价8.87 浮盈-35.54%(¥-49,487) → 持有等反弹", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "丘钛科技(01478) 仓位8.58% +4.10%→ 持有，走势健康", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "🟡 01478|丘钛科技|10.38|+5.38%|港股持有观察【当日】|手机产业链异动，从9.54低开拉升至10.38，振幅显著", + "report_id": "cron_d3797d924ddc_2026-06-01_10-48-20" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• **01478|丘钛科技|9.54|-3.15%|建议观望【短线】|HK股回调3.15%，关注9.5支撑，破位则减仓**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 丘钛科技(01478) | 10.23 +7.23% 👀观望：距止盈11仍有7.5%，深套-26.1%需站稳10.5", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 丘钛科技(01478) | 10.24 | +7.34% → 👀 观望：涨7.34%收10.24，距止盈11.0还有7.4%，持有", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 丘钛科技(01478) | 10.12 | -1.17% | 9.19% | 深套持有，止损9.0 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 丘钛科技 01478 | 10.29 | +0.49% | 🤝 持有，成本13.85深套中", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **丘钛科技(01478)** HK$10.13 | 今日-1.07% | 仓位8.58% → 持有，止损8.11 | 止盈11.45", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "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", + "summary": "| 丘钛科技(01478) | 10.12 | 深套持有 | -27% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "持有", + "summary": "| 丘钛科技(01478) | 10.21 +0.59% | 深套持有 | 无操作区间 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "持有", + "summary": "- 丘钛科技(01478) HK$10.16(+0.10%) | 深套持有", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "持有", + "summary": "- 丘钛科技(01478) 10.16 +0.10% | 深套-26.5%持有", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "- 丘钛科技(01478) 10.00 | 深套-27.9%持有", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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", + "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": "**② 丘钛科技(01478) | 9.06%仓位 | 深套持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"无主动策略，深套等催化\"},", + "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": "持有", + "summary": "{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.59}", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "| 丘钛科技(01478) | 9.34 | 深套-26.46%持有 | — |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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", + "summary": "- **丘钛科技(01478)**: 等待反弹至13~14减仓", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "2026-06-09", + "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", + "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": "买入", + "summary": "**丘钛科技(01478) 8.05(-6.50%) → 跌破买入区，距止损仅+1.9%⚠️**", + "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": "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", + "summary": "**丘钛科技(01478) 现价7.84 仓位10.23% → ⚠️已跌破止损7.9！**", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "持有", + "summary": "3️⃣ 丘钛科技(01478) 现价7.87(-2.24%) | 仓位10.28%→持有不操作", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "1️⃣ 丘钛科技(01478) 现价7.95(-1.24%) | 仓位10.23%→建议减仓", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 丘钛科技(01478) 现价7.95 仓位10.23% → 距止损7.9仅+0.63%！最大仓位+最大亏损-42%，止损线近在咫尺", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**丘钛科技(01478) 现价7.93(-1.49%) | 仓位10.23%→挂止损7.90**", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**丘钛科技(01478)** 现价7.93 仓位10.23% → 距止损7.90仅0.38%！几乎贴线运行，最大仓位，一旦破7.90果断斩仓。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-13", + "direction": "持有", + "summary": "• **丘钛科技(01478)** — 持仓11000股，-39.88%，深套持有", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "• **丘钛科技(01478) HK$8.13 (-39.88%)** — 技术面倒T线/射击之星偏空，距止损6.92约-15%，深套不宜补", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "**丘钛科技(01478) 现价8.83 | 距止损7.51仅-14.9%！** 浮亏-36.28%重仓9.54%，成本13.86远高于现价。深套无解，止损7.51仍有一定距离但此为组合最大仓位。操作", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, + { + "date": "2026-06-18", + "direction": "卖出", + "summary": "**③ 丘钛科技(01478)** ¥7.88 | 最大仓位10.23%深套-37.22%，消费电子板块昨日+0.86%稍有回暖，但若中概走弱拖累港股中小盘，谨防破位7.47止损线", + "report_id": "cron_99c06255590a_2026-06-18_08-38-18" + }, + { + "date": "2026-06-18", + "direction": "持有", + "summary": "**2. 丘钛科技(01478) 8.75HKD(-1.83%)** — 深套-36.90%，仓位8.13%为最重仓。评级⭐⭐⭐⭐⭐基本面强但短期无起色。仓位过重不宜补，持有等待，反弹至9.5可考虑减", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-24", + "direction": "卖出", + "summary": "**丘钛科技(01478)** 距止损-16.2%！现价6.67(-2.41%)，弱支撑7.51已破。仓位10.48%为最大单仓。成本13.81(-51.7%)。操作：如跌破6.0需强制减半仓，下行缺", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "2026-06-25", + "direction": "卖出", + "summary": "**丘钛科技(01478) 7.2(-6.37%) | 距止损-32%！** 成本13.77浮亏-47.7%，放量破位弱势加剧。建议：深套不动，破6.5需重新评估。", + "report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "| 01478 | 丘钛科技 | 7.20 | 13.77 | **-47.7%** | SL7.33 ❌BREACHED | 止损已破 |", + "report_id": "cron_99c06255590a_2026-06-26_08-43-03" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "**丘钛科技(01478)** 现价7.20(-4.1%) | 仓位6.37% | **已跌破止损7.33**，深套-47%但止损纪律必须执行", + "report_id": "cron_99c06255590a_2026-06-26_08-43-03" + } + ], + "evaluation": [ + { + "code": "01478", + "name": "丘钛科技", + "evaluated_at": "2026-06-27T21:00:20.586956", + "phase": 1, + "theoretical": { + "entry_zone": "6.17~7.2", + "stop_loss": 5.52, + "take_profit": 6.44, + "entry_mid_price": 6.69, + "target_price": 6.44, + "theoretical_pnl_pct": -3.66, + "theoretical_pnl_amount": -26.95, + "status": "take_profit_hit", + "current_price": 6.86, + "current_change_pct": -4.72, + "rr": -0.31, + "rr_risk_pct": 19.53, + "rr_reward_pct": -6.12, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 11000, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 6.86 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.31每亏1元仅赚-0.31元，不建议买入", + "summary": "丘钛科技(01478) | 损5.52/盈6.44 | 现价6.86(-4.72%) | 距损19.53%/距盈-6.12% | RR=-0.31 | ⚠️盈亏比不足 | 理-3.7%实+0.0%" + } + ] }, { "code": "01888", @@ -14624,7 +18078,165 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **建滔积层板(01888)** 现价45.16 买入区42-44 高于买入区2.6%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**建滔积层板(01888)** 现价45.30 买入区42-44 → 高于买入区(+3.0%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **建滔积层板(01888) 50.75 ↑14.30%** → 暴涨！远离买入区42-44，等回调再议", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 建滔积层板(01888) | 49.48 | +4.30% | 42-44 | 🔴 远超买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**建滔积层板(01888) ¥49.82 (+5.02%)** — 买入区42-44已远高于，现价接近50目标。观望。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "📌 **建滔集团(01888)** — ¥49.8(+4.97%)持续走高，已超出买入区间45~47，等回调", + "report_id": "cron_d3797d924ddc_2026-06-02_15-32-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **建滔集团(01888)** | 买入区间45~47 | 现价¥49.50", + "report_id": "cron_d3797d924ddc_2026-06-02_16-18-04" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **建滔积层板(01888) 49.66** +4.68% | 买入区45-47，偏高→观望", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作", + "report_id": "cron_d3797d924ddc_2026-06-04_14-02-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作", + "report_id": "cron_99c06255590a_2026-06-05_08-33-52" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作", + "report_id": "cron_d3797d924ddc_2026-06-08_16-32-13" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 建滔积层板(01888) HK$63.3 | 买入区¥58.7~66.99 | 建议仓位0%", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作", + "report_id": "cron_d3797d924ddc_2026-06-09_15-16-06" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作", + "report_id": "cron_99c06255590a_2026-06-10_08-31-01" + }, + { + "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", + "summary": "**🟢 建滔积层板(01888) ¥65.6 | 买入区64.29~66.91 ✅ | RR:2.95**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "建滔积层板(01888) ¥65.6 | RR 3.07，买入区63.99~66.61，中性关注", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "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": "持有", + "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": "2026-06-25", + "direction": "卖出", + "summary": "**建滔积层板(01888)** — 昨振幅近10元(87.6→97.4→93.55收盘)，电子元件强势但波动极大，仓位5.8%持有，注意追踪止盈。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "01888", + "name": "建滔积层板", + "evaluated_at": "2026-06-27T21:00:20.586971", + "phase": 1, + "theoretical": { + "entry_zone": "92.73~97.37", + "stop_loss": 89.01, + "take_profit": 99.7, + "entry_mid_price": 95.05, + "target_price": 99.7, + "theoretical_pnl_pct": 4.89, + "theoretical_pnl_amount": 23.25, + "status": "above_entry", + "current_price": 98.55, + "current_change_pct": -5.42, + "rr": 0.12, + "rr_risk_pct": 9.68, + "rr_reward_pct": 1.17, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 500, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 98.55 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.12每亏1元仅赚0.12元，不建议买入", + "summary": "建滔积层板(01888) | 损89.01/盈99.7 | 现价98.55(-5.42%) | 距损9.68%/距盈1.17% | RR=0.12 | ⚠️盈亏比不足 | 理+4.9%实+0.0%" + } + ] }, { "code": "02202", @@ -15736,7 +19348,621 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "• **万科企业(02202)** 成本4.03/现价2.70 浮盈-33.00%(¥-35,117) → 建议反弹减仓", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "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", + "summary": "• **万科企业(02202) 2.68 ↓-0.74%** → 深亏-30.26%，继续走弱无起色，暂不加仓，等待企稳信号", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "🟡 02202|万科企业|2.83|+4.04%|港股持有观察【当日】|地产板块异动，低开2.71后拉升至2.83，振幅6%", + "report_id": "cron_d3797d924ddc_2026-06-01_10-48-20" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "02202|万科企业|2.800|+3.32%|🤝持有|地产板块弱势反弹+3.32%，深套-48%行业趋势未改，不补仓不止损等政策催化。", + "report_id": "cron_d3797d924ddc_2026-06-01_15-03-16" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 万科企业(02202) | 2.79 +2.95% 👀观望：深套-48.5%低位反弹，止损2.5", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 万科企业(02202) | 2.78 | +2.58% → 🤝 持有：2.78，成本5.42，浮盈-48.7%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有，止损2.5 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 万科企业 02202 | 2.80 | +0.72% | 🤝 持有，深套中", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "🤝 万科企业(02202) 2.79 +0.36% | 成本5.42深套-48.5%，止损2.5安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-17-38" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **万科企业(02202)** HK$2.76 | 今日-0.72% | 仓位1.56%(已减半) → 持有剩余", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **万科企业(02202) | 2.78→**深套-48.72%，当日+3.32%反弹 | 👀观望：深套反弹性价比有限，止损2.5（距-10%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "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": "持有", + "summary": "**【👀 万科企业(02202) | 2.68 -3.60% → 接近补仓区上沿】**", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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", + "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": "**🔵 万科(02202) 2.7 → 持有 | 法拉电子(600563) 167.58 → 持有 | 紫金(601899) 31.54 → 持有**", + "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": "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": "🟢 **万科(02202)** 2.65 | 补仓区2.5~2.6未触发 | 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": "持有", + "summary": "- 万科(02202) 2.66 — 高于补仓区2.5~2.6，持有", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "买入", + "summary": "**🔵 万科(02202) 现价2.66 → 距买入区2.5~2.6仅+2.3%**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "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", + "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": "12. **万科企业(02202)** - 现价2.65，策略：持有等反弹", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "买入", + "summary": "**🔵 万科企业(02202) 现价2.56 → 在买入区2.5~2.6内**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "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": "买入", + "summary": "🟢 **万科企业(02202) 2.55 — 已入补仓区间2.5~2.6**，可执行补仓计划", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "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": "买入", + "summary": "🔵 **万科企业(02202) 现价2.55 — 在买入区2.5~2.6内**", + "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": "2026-06-08", + "direction": "持有", + "summary": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.62},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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": "2026-06-11", + "direction": "卖出", + "summary": "• 万科企业(02202) 2.62 仓位6.02% → 浮亏-44.0%！地产持续低迷，无止损信号", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 万科企业(02202) 现价2.61 仓位6.02% → 距止损2.34约11.5%，浮亏-44%，地产持续低迷", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-13", + "direction": "持有", + "summary": "• **万科企业(02202)** — 持仓19700股，-43.81%，深套持有", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "• **万科企业(02202) HK$2.64 (-43.81%)** — 房地产开发板块周五领跌(-0.79%)，万科持续新低，距止损2.24仅-15%", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-17", + "direction": "卖出", + "summary": "**万科企业(02202)** HK$2.64 | -43.81% | 止损2.24（距现价-15%）", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "**万科企业(02202)** 现价2.42 | 仓位4.03% | 光头光脚阴线-4.76%，房地产板块整体-0.92%，破位下行，注意2.06止损防线", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**万科企业(02202)** 距止损-12.5%！现价2.0(-3.75%)，弱支撑2.26已破，逼近止损1.75。成本4.68(-57.3%)深套。操作：已无加仓意义，跌破1.75必须斩仓，本周重", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + } + ], + "evaluation": [ + { + "code": "02202", + "name": "万科企业", + "evaluated_at": "2026-06-27T21:00:20.586984", + "phase": 1, + "theoretical": { + "entry_zone": "1.98~2.31", + "stop_loss": 1.84, + "take_profit": 2.21, + "entry_mid_price": 2.15, + "target_price": 2.21, + "theoretical_pnl_pct": 3.03, + "theoretical_pnl_amount": 12.8, + "status": "in_entry_zone", + "current_price": 2.2, + "current_change_pct": -2.22, + "rr": 0.03, + "rr_risk_pct": 16.36, + "rr_reward_pct": 0.45, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 19700, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 2.2 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.03每亏1元仅赚0.03元，不建议买入", + "summary": "万科企业(02202) | 损1.84/盈2.21 | 现价2.2(-2.22%) | 距损16.36%/距盈0.45% | RR=0.03 | ⚠️盈亏比不足 | 理+3.0%实+0.0%" + } + ] }, { "code": "02318", @@ -16140,7 +20366,69 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "🟢关注 中国平安(02318) | 现价60.40 | +0.58% | 买入区58-60，可建仓3%", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-11", + "direction": "买入", + "summary": "**中国平安(02318)** 现价56.75(-0.79%) | 买入区53.87~59.54 | 现价在区间中位，可等待。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 中国平安(02318) ¥57.15 | 买入区56.01~57.33 ✅ | RR:1.77**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中银香港(02388)** — 浮盈+6.2%银行股平稳，持有。中国平安(02318)近弱撑52.13，持有观察。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "02318", + "name": "中国平安", + "evaluated_at": "2026-06-27T21:00:20.586996", + "phase": 1, + "theoretical": { + "entry_zone": "50.57~52.63", + "stop_loss": 50.05, + "take_profit": 59.32, + "entry_mid_price": 51.6, + "target_price": 59.32, + "theoretical_pnl_pct": 14.96, + "theoretical_pnl_amount": 0, + "status": "below_entry", + "current_price": 50.55, + "current_change_pct": -2.69, + "rr": 17.53, + "rr_risk_pct": 0.99, + "rr_reward_pct": 17.35, + "rr_level": "R/R达标" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "below_entry", + "current_price": 50.55 + }, + "rr_level": "R/R达标", + "rr_interpretation": "每亏1元赚17.53元，盈亏比合理", + "summary": "中国平安(02318) | 损50.05/盈59.32 | 现价50.55(-2.69%) | 距损0.99%/距盈17.35% | RR=17.53 | R/R达标 | 理+15.0%实+0.0%" + } + ] }, { "code": "02359", @@ -17398,7 +21686,63 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "🟢关注 药明康德(02359) | 现价128.60 | -1.30% | 买入区125-128，可考虑建仓2%", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 药明康德(02359) ¥126.7 | 买入区124.17~127.72 ✅ | RR:2.14**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 药明康德(02359) HK$126.7，买入区124.17~127.72 ✅ 在区间内，RR:2.14", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + } + ], + "evaluation": [ + { + "code": "02359", + "name": "药明康德", + "evaluated_at": "2026-06-27T21:00:20.587009", + "phase": 1, + "theoretical": { + "entry_zone": "142.49~145.25", + "stop_loss": 130.05, + "take_profit": 153.64, + "entry_mid_price": 143.87, + "target_price": 153.64, + "theoretical_pnl_pct": 6.79, + "theoretical_pnl_amount": 0, + "status": "above_entry", + "current_price": 145.4, + "current_change_pct": 0.28, + "rr": 0.54, + "rr_risk_pct": 10.56, + "rr_reward_pct": 5.67, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 145.4 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.54每亏1元仅赚0.54元，不建议买入", + "summary": "药明康德(02359) | 损130.05/盈153.64 | 现价145.4(+0.28%) | 距损10.56%/距盈5.67% | RR=0.54 | ⚠️盈亏比不足 | 理+6.8%实+0.0%" + } + ] }, { "code": "02388", @@ -18769,7 +23113,771 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "中银香港(02388) 现价47.66 → 接近止盈区46-49，建议先出一半锁定利润", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-11-16" + }, + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "• **中银香港(02388)** 成本43.87/现价47.52 浮盈+8.32%(¥+3,358) → ✅ 分批止盈", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "持有", + "summary": "| **中银香港(02388)** | ~47.16 | **+7.49%** | 走势稳健，继续持有。 |", + "report_id": "cron_74c1032dcf01_2026-05-21_08-43-03" + }, + { + "date": "2026-05-22", + "direction": "持有", + "summary": "• **中银香港(02388) 48.20 ↑2.03%** → 盈利+7.49%，走势稳健，继续持有", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "中银香港(02388) 仓位4.02% +1.87%→ 持有，银行板块偏强", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "| ⑯ | 中银香港(02388) 4.02% | 47.94 | +1.65% | 稳健上行，持有 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 中银香港(02388) 48.26 | +0.67% → 🤝持有，浮盈+9.92%", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 中银香港(02388) | 48.26 +0.67% 🤝持有：止损46，浮盈+9.9%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 中银香港(02388) | 48.26 | +0.67% → 🤝 持有：48.26，成本43.91，浮盈+9.9%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 中银香港(02388) | 47.80 | -0.95% | 3.95% | 持有，止损46止盈52 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• 中银香港 02388 | 47.42 | -1.74% | 👀 观望，止损46安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "👀 中银香港(02388) 47.64 -1.28% | 成本43.91，止损46安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-17-38" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **中银香港(02388)** HK$47.82 | 今日-0.91% | 仓位4.02% → 持有，成本~43.86，浮盈+9.0%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **中银香港(02388) | 48.04→**浮盈+9.33%，稳步上行 | 🤝持有：止损46（距-4.2%），止盈52（距+8.2%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **中银香港(02388) | 47.94 | 浮盈+9.10% → 🤝持有**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 中银香港(02388) | 47.86 | 止损44/止盈52 | 中段 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 中银香港(02388) | 47.72 -0.58% | 止损44/止盈52 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 中银香港(02388) | 47.94 | 止损44/止盈52 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 中银香港(02388) | 47.64(-0.75%) | 止损44/止盈52 | 中间安全 |", + "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": "卖出", + "summary": "- 中银香港(02388) HK$47.64(-0.75%) | 止损44/止盈52", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 中银香港(02388) 47.68 -0.67% | 止损44/止盈52 | 中段安全", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 中银香港(02388) 47.68(-0.67%) | 止损44(+8.4%)/止盈52(-8.3%) | 中间安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 中银(02388) 47.66 | 止损44/止盈52 | 浮盈+8.5%", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 中银香港(02388) | 48.22 | +0.46% | 止损44/止盈52安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 中银香港 | 02388 | 47.94(-0.13%) | 止损44/止盈52 | 中间安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**⑧ 中银香港(02388) | 3.88%仓位 | 持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"trigger\":\"止损44/止盈52，现价47.38区间内\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**🔵 阿里(09988) 126.6 → 持有 | 中银(02388) 47.76 → 持有 | 招行(600036) 38.73 → 持有**", + "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": "持有", + "summary": "{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.74},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "卖出", + "summary": "• 中银(02388) 47.54 距止损44+8.0% | 距止盈52+9.4%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 中银香港(02388) | 47.44 | 止损44/止盈52 | +7.8%/-9.6% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "买入", + "summary": "🟢 **中银(02388)** 47.36 | 止损44距+7.6% | 止盈52距-8.9% | 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": "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": "- 中银香港(02388) 47.42 — 止损44(+7.8%)/止盈52(-8.8%)", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 中银(02388) 47.4 — 止损44距+7.7%|止盈52距+9.7%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "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": "1. 中银香港(02388) - 现价47.2，无买入区间", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "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": "卖出", + "summary": "11. **中银香港(02388)** - 现价47.26，策略：持有设止盈", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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", + "summary": "{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.0},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "| 中银香港(02388) | 47.8 | 持有至目标52 | — | 🟢低 |", + "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": "🔵 **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", + "summary": "**中银香港(02388)** 46.30(-3.14%) → 回调，浮盈+9.15%收窄。止损42/止盈52。持有。", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":46.30},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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", + "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": "持有", + "summary": "中银香港(02388) HK$47.12(+3.02%) | 5.46%→持有", + "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" + }, + { + "date": "2026-06-15", + "direction": "卖出", + "summary": "• **中银香港(02388) HK$48.26 (+9.18%)** — RR 2.48优秀，持有，止损46.6", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中银香港(02388)** — 浮盈+6.2%银行股平稳，持有。中国平安(02318)近弱撑52.13，持有观察。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "02388", + "name": "中银香港", + "evaluated_at": "2026-06-27T21:00:20.587021", + "phase": 1, + "theoretical": { + "entry_zone": "44.65~46.36", + "stop_loss": 41.15, + "take_profit": 49.62, + "entry_mid_price": 45.5, + "target_price": 49.62, + "theoretical_pnl_pct": 9.04, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 45.56, + "current_change_pct": -1.64, + "rr": 0.92, + "rr_risk_pct": 9.68, + "rr_reward_pct": 8.91, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 45.56 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.92每亏1元仅赚0.92元，不建议买入", + "summary": "中银香港(02388) | 损41.15/盈49.62 | 现价45.56(-1.64%) | 距损9.68%/距盈8.91% | RR=0.92 | ⚠️盈亏比不足 | 理+9.0%实+0.0%" + } + ] }, { "code": "02628", @@ -20069,7 +25177,57 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 中国人寿(02628) ¥30.12 | 买入区29.52~29.76 ▲+1.21% | RR:1.02**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "- 中国人寿(02628) & 小鹏汽车(09868) — 盈亏比过低，不建议买入", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + } + ], + "evaluation": [ + { + "code": "02628", + "name": "中国人寿", + "evaluated_at": "2026-06-27T21:00:20.587062", + "phase": 1, + "theoretical": { + "entry_zone": "26.38~27.38", + "stop_loss": 23.15, + "take_profit": 29.55, + "entry_mid_price": 26.88, + "target_price": 29.55, + "theoretical_pnl_pct": 9.93, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 26.92, + "current_change_pct": -5.48, + "rr": 0.7, + "rr_risk_pct": 14.0, + "rr_reward_pct": 9.77, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 26.92 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.7每亏1元仅赚0.7元，不建议买入", + "summary": "中国人寿(02628) | 损23.15/盈29.55 | 现价26.92(-5.48%) | 距损14.0%/距盈9.77% | RR=0.7 | ⚠️盈亏比不足 | 理+9.9%实+0.0%" + } + ] }, { "code": "06160", @@ -21397,7 +26555,981 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "🔔 [价格提醒] 百济神州(06160) 现价183.40 买入区175-180", + "report_id": "cron_6f8c0c6494b6_2026-05-21_13-55-37" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **百济神州(06160)** 现价183.3 买入区175-180 高于买入区1.8%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**百济神州(06160)** 现价183.40 买入区175-180 → 高于买入区(+1.9%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-29", + "direction": "买入", + "summary": "| ⑱ | 百济神州(06160) 3.11% | 176.00 | +0.51% | 今日新买入成本176.6，微浮亏，暂持 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "06160|百济神州|170.60|-3.51%|🛑注意风险|跌3.51%跌破成本177.26，浮亏-3.76%扩大。若跌破168（今日最低）止损200股。", + "report_id": "cron_d3797d924ddc_2026-06-01_15-03-16" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "06160|百济神州|171.50|-3.00%|🛑止损预警【收盘】|跌3.00%逼近止损168，距止损仅3.5点（-2.0%），若跌破168清仓200股", + "report_id": "cron_d3797d924ddc_2026-06-01_16-02-49" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• ⚠️百济神州(06160) | 171.70 -2.88% 🛑止损预警：距止损168仅2.2%，若跌破清仓200股", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• **百济神州(06160) | 171.50 | -3.00% → ⚠️ 止损预警：距止损168仅2.1%，穿破即清仓200股**", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "② 百济神州(06160) **距止损168仅2.0%** — 收盘171.50，穿破即清200股", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "例：百济神州(06160) 决策库标明\"洗盘判断，新底线160~163\" → 不可按原止损168处理", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_11-47-33" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 百济神州(06160) | 169.00 | -1.46% | 2.79% | 洗盘判断底限160，止损160 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 百济神州(06160) | 168.50 | -1.75% | 175-180 | 🔵 低于买入区，可关注 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "1. **百济神州(06160)** → 164~166区间，按策略执行**试仓买入100股**。止损160。", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "2. 🔵 百济神州(06160) 164.80 → 批次1区间内运行，止损距-2.9%安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "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": "**🔵 百济神州(06160) 进入试仓区间 — 持有观察**", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "- **百济神州(06160)** ¥164.40 → batch2须170~172未到，止损160距+2.8%安全", + "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "- 🔵 百济神州(06160) 163.90(-1.44%) — batch1触发区间164~166，现价低于下沿，未进入区间。止损160距+2.4%，安全。", + "report_id": "cron_d39e265198ad_2026-06-03_10-51-49" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**1️⃣ 百济神州(06160) — 持有第一批，等待第二批170~172**", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "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": "**🔵 百济神州(06160) 现价165.20 | 持有第一批，等待第二批**", + "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": "**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": "🔵 **百济神州(06160) 现价169.8 → 接近第二批加仓区间170~172**", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**🔵 百济神州(06160) 现价168.50 → batch2已执行，持有观察**", + "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": "🔵 **百济神州(06160) 现价170.10 → batch2已执行，持有观察**", + "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": "**⚪ 百济神州(06160) 现价169.3 → 距第二批加仓170~172差-0.7元**", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "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": "**🔵 百济神州(06160) 现价~168.6 | batch2已执行@171.4，持有等目标**", + "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": "买入", + "summary": "**百济神州(06160)** — batch2已执行(09:37@171.4)，现价168.6低于入场价但止损160安全", + "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**🔵 百济神州(06160) 现价168.6 — batch2已执行，持有观察**", + "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": "**🔵 百济神州(06160) 现价168.4 → 持有（两批次已完成）**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "**🔵 百济神州(06160) 现价168.70 | 止损160(+5.4%)**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "🔵 百济神州(06160) 168.80(+2.18%) — 两批均已执行，持有中", + "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": "**🔵 百济神州(06160) 现价169.20(+2.42%) → 两批已执，持有中**", + "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "1. **百济神州(06160)** 连续3日：6/2试仓买入→6/3持有→6/4两批完成+2.42%反弹，走势符合洗盘后反弹预期", + "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": "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": "持有", + "summary": "🔵 **百济神州(06160) 现价169.4 → batch1/batch2已完成，持有**", + "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": "持有", + "summary": "**🔵 百济神州(06160) 现价169.40 → 第二批已执行，持有观察**", + "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": "持有", + "summary": "**🔵 百济神州(06160) 现价169.9 | batch2@171.4已执行，持有观望**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "持有", + "summary": "**🔵 百济神州(06160) 现价168.6 → 批次已完成，持有等待反弹**", + "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": "持有", + "summary": "**🔵 百济神州(06160) 现价168.10 → batch2已执行，持有观察**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "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": "持有", + "summary": "🔵 **百济神州(06160) 168.4 — batch1&2均已完成，持有等目标**", + "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": "**🔵 百济神州(06160) 现价167.8 (+1.57%) — 持有，止损160安全(+4.9%)**", + "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": "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": "**🔵 百济神州(06160) 现价168.6 → 低于batch2区间，高于止损160**", + "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": "- 百济神州(06160) 167.9 — 止损160距+4.9%，batch1@164.4/batch2@171.4已执行，持有", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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": "持有", + "summary": "**🔵 百济神州(06160) 现价167.9 → 两批已全仓，持有观察**", + "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": "买入", + "summary": "🟢 百济神州(06160) 现价167.7 → 止损160安全(+4.8%)", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "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": "卖出", + "summary": "**百济神州(06160) 现价167.4** | 400股成本172.65浮亏-5.01% | 止损160安全(+4.6%)", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "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": "**🔵 百济神州(06160) 现价167.9 — 持有观察，止损安全**", + "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": "2026-06-04", + "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", + "summary": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"", + "report_id": "cron_99c06255590a_2026-06-05_08-33-52" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "2. **百济神州(06160)**：现价167.9接近加仓区间170~172，关注能否进入区间", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 百济神州(06160) 167.9 — 距加仓区间170~172仅+1.2%，回落至170可关注", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "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": "- **百济神州(06160)**: 现价167.90，距第二批加仓区间170~172仅-1.2%，今日关注是否触发加仓", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "**🔵 百济神州(06160) 现价163.5 → 持有观察**", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "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": "1. **百济神州(06160)**：现价162.5，止损160，距离止损仅1.56%，需要关注止损风险。但决策库显示第二批加仓已执行，所以目前应该是持有状态。", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "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": "**🔵 百济神州(06160) 现价164.0 → 持有观察**", + "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": "买入", + "summary": "- **🔵 百济神州(06160)** 现价163.30 → 距试仓区间164~166仅0.4%，接近买入", + "report_id": "cron_d3797d924ddc_2026-06-05_14-38-07" + }, + { + "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": "**🔵 百济神州(06160) 现价163.8 → 持有观察**", + "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": "买入", + "summary": "2. **百济神州(06160)** - 现价163.0，距离第一批试仓区间164~166仅1.0点，接近买入", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🟡 百济神州(06160) 现价163.0 → 距试仓区间164~166仅1.0点，接近买入", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "1. **百济神州(06160)** - 现价163.3，策略：batch1区间164~166（已执行），batch2区间170~172，止损160", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "2026-06-05", + "direction": "卖出", + "summary": "• 百济神州(06160) 竞价167.90 (0.00%) → 止损160安全，等待目标175/185", + "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" + }, + { + "date": "2026-06-06", + "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": "2026-06-07", + "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": "2026-06-07", + "direction": "卖出", + "summary": "| **百济神州(06160)** | 163.00 | 止损160（距-1.8%❗）| 持有400股@均价172.65，跌破160全清，反弹175止盈 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-07", + "direction": "卖出", + "summary": "⚠️ **三只票（688411/06160/09868）距止损<2%，下周一开盘第一优先级监控。**", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "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": "卖出", + "summary": "**🔴 百济神州(06160) 现价162.4 → 距止损160仅+1.5%，接近止损线**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "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": "**🔵 百济神州(06160) 现价162.40 | 距止损160仅1.5% ⚠️**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "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": "卖出", + "summary": "🔵 **百济神州(06160) 现价162.80 — 止损160安全距+1.75%**", + "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": "2026-06-08", + "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": "2026-06-08", + "direction": "卖出", + "summary": "• **百济神州(06160)** 止损160已跌破 → 决策库规则：全部止损清仓200股", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"止损触发\",\"price\":159.3},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 百济神州(06160) HK$160.0 | 买入区¥150~165 | 建议仓位2%", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"", + "report_id": "cron_99c06255590a_2026-06-09_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) | 163.0 | 止损清仓400股 | 跌破160 | 🔴高 |", + "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": "2026-06-09", + "direction": "卖出", + "summary": "• **百济神州(06160)** 前收163.10 → 距止损160仅1.9%⚠️，港股开盘后重点关注是否跌破", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "| 百济神州(06160) | 163.00 | 163.10 | +0.06% 仍逼近止损 |", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"", + "report_id": "cron_99c06255590a_2026-06-10_08-31-01" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 百济神州(06160) ¥158.9 | 买入区155.72~160.99 ✅ | RR:2.6**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "② 百济神州(06160) — 止损清仓后重回买入区", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "卖出", + "summary": "**① 百济神州(06160) 分批建仓+严格止损执行**", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-19", + "direction": "买入", + "summary": "自选距买入区±3%：百济(06160)163.7距买入区175-180差-6.5%；汇川(300124)71.18距75-76差-5.3%；暂无±3%内标的", + "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" + } + ], + "evaluation": [ + { + "code": "06160", + "name": "百济神州", + "evaluated_at": "2026-06-27T21:00:20.587076", + "phase": 1, + "theoretical": { + "entry_zone": "162.58~167.49", + "stop_loss": 141.76, + "take_profit": 180.44, + "entry_mid_price": 165.04, + "target_price": 180.44, + "theoretical_pnl_pct": 9.33, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 165.9, + "current_change_pct": -0.66, + "rr": 0.6, + "rr_risk_pct": 14.55, + "rr_reward_pct": 8.76, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 165.9 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.6每亏1元仅赚0.6元，不建议买入", + "summary": "百济神州(06160) | 损141.76/盈180.44 | 现价165.9(-0.66%) | 距损14.55%/距盈8.76% | RR=0.6 | ⚠️盈亏比不足 | 理+9.3%实+0.0%" + } + ] }, { "code": "06869", @@ -22866,7 +28998,123 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 长飞光纤光缆(06869) | 现价210.60 | -7.31% | 暴跌成交33.2亿，买入区195-205未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "🔺**长飞光纤(06869)** | 231.00 +9.90% | 买入区210~220已超出，等回调再入3%", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_13-47-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**06869 长飞光纤光缆 | 229.20 +9.04%** — 👀暴涨远超买入区，等回调220以下", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 长飞光纤(06869) 212.60 | 买入区间210~220，仓位3%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **长飞光纤(06869) | 212.6→**买入区210~220，推荐仓位3%。前日暴涨后+9.71%回调中，等回调210附近入场", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "📌 **长飞光纤(06869)** — 此前暴涨至229+，现回调至¥212.6，**已进入买入区间210~220**，港股交易中可关注企稳信号", + "report_id": "cron_d3797d924ddc_2026-06-02_15-32-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **长飞光纤(06869)** | 买入区间210~220 | 今日暴涨+9.04%至229", + "report_id": "cron_d3797d924ddc_2026-06-02_16-18-04" + }, + { + "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", + "summary": "📌 (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", + "summary": "• **长飞光纤(06869) 现价239.20 → 买入区240~255** 刚跌入区间下沿附件，周五-4.63%回调，等企稳240再议", + "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", + "summary": "**🟢 长飞光纤(06869) ¥226.6 | 买入区222.07~231.13 ✅ | RR:2.91**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + } + ], + "evaluation": [ + { + "code": "06869", + "name": "长飞光纤光缆", + "evaluated_at": "2026-06-27T21:00:20.587109", + "phase": 1, + "theoretical": { + "entry_zone": "232.8~250.51", + "stop_loss": 203.38, + "take_profit": 263.18, + "entry_mid_price": 241.66, + "target_price": 263.18, + "theoretical_pnl_pct": 8.91, + "theoretical_pnl_amount": 107.63, + "status": "above_entry", + "current_price": 250.6, + "current_change_pct": -12.87, + "rr": 0.27, + "rr_risk_pct": 18.84, + "rr_reward_pct": 5.02, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 500, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 250.6 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.27每亏1元仅赚0.27元，不建议买入", + "summary": "长飞光纤光缆(06869) | 损203.38/盈263.18 | 现价250.6(-12.87%) | 距损18.84%/距盈5.02% | RR=0.27 | ⚠️盈亏比不足 | 理+8.9%实+0.0%" + } + ] }, { "code": "09868", @@ -23375,7 +29623,645 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "🟢关注 小鹏集团-W(09868) | 现价67.90 | +6.34% | 底部放量反弹，买入区62-65可建仓2%", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**09868 小鹏汽车-W** — 👀买入区间70~72，港股科技联动等回调", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 小鹏汽车-W(09868) 67.20 | 买入区间70~72，仓位3%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **小鹏汽车-W(09868) | 67.2→**买入区70~72，现价低于买入区（-4%）。但未站上70关口，暂不介入，等确认站上70再入", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "📌 **小鹏汽车-W(09868)** — ¥67.2低于买入区间70~72，港股科技板块今日强势+6%，可关注是否企稳反弹进入区间", + "report_id": "cron_d3797d924ddc_2026-06-02_15-32-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **小鹏汽车-W(09868)** | 买入区间70~72 | 现价~¥67.20", + "report_id": "cron_d3797d924ddc_2026-06-02_16-18-04" + }, + { + "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", + "summary": "**⑱ 小鹏集团(09868) | 新入 | 持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "{\"code\":\"09868\",\"name\":\"小鹏集团\",\"action\":\"持有\",\"trigger\":\"止损64/目标75，现价66.45在买入区\"}]}", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓建议2~3%仓位，止损设64", + "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 **小鹏汽车-W(09868)** 66.45 — 已入区间65~68，建议首仓2~3%仓位（约21k~32k），止损64（距-3.7%）", + "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": "买入", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "report_id": "cron_d3797d924ddc_2026-06-04_14-02-43" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🔵 **小鹏汽车(09868) 现价66.45** — 已持300股成本66.6，现价在买入区65~68内。止损64距+3.8%，目标75。继续持有。", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "🟢 **小鹏汽车(09868) 66.45** — 已在买入区65~68内，首仓2~3%，止损64，目标75。已持有300股继续。", + "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": "买入", + "summary": "**🟢 小鹏汽车(09868) 66.45 — 已在买入区65~68，持仓300股@66.6，止损64，目标75**", + "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": "持有", + "summary": "**🔵 小鹏汽车(09868) 现价66.55 → 今日新开仓，持有**", + "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": "买入", + "summary": "🟢 小鹏汽车(09868) 66.45 — 已入买入区65~68，已持有300股成本66.6。按计划3%仓位(约450股)可补150股，止损64，目标75", + "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": "**小鹏集团(09868) 现价66.3** | 400股成本66.56微亏-0.39% | 止损64安全(+3.6%)目标75", + "report_id": "cron_d3797d924ddc_2026-06-04_16-03-00" + }, + { + "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": "买入", + "summary": "**🔵 小鹏汽车(09868) 现价66.45 — 在买入区65~68内**", + "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": "买入", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "report_id": "cron_99c06255590a_2026-06-05_08-33-52" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "3. **小鹏汽车-W(09868)**：现价66.45在买入区间65~68内，可考虑试仓", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 小鹏汽车-W(09868) 66.45 — 已在买入区间65~68，首仓2~3%，止损64", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "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": "🟢 小鹏汽车-W(09868) 63.95 — 距买入区65.0~68.0仅1.6% ⚠️区间偏离", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "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**", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "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": "🟢 小鹏汽车-W(09868) 65.1 — 已入区间65~68，可加仓1~2%，止损64", + "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": "买入", + "summary": "**🔵 小鹏汽车(09868) 现价65.1 → 在买入区间内**", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 🟢 小鹏汽车(09868) 65.1 — 已入区间65~68，持有观察", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "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": "**🔵 小鹏汽车-W(09868) 现价65.10 → 在买入区间65~68内**", + "report_id": "cron_d3797d924ddc_2026-06-05_13-32-14" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🟢 小鹏汽车-W(09868) 65.10 — 已在买入区65~68内，持有观察，止损64", + "report_id": "cron_d3797d924ddc_2026-06-05_13-32-14" + }, + { + "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": "买入", + "summary": "4. 小鹏汽车-W(09868) - 现价64.6，买入区间65~68", + "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🟡 小鹏汽车-W(09868) 64.6 — 距买入区65~68仅-0.6%，反弹至65.5可关注", + "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": "**🔵 小鹏集团(09868) 现价65.1 → 持有观察** ⚠️ 区间偏离：建议重新评估", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "**🟡 小鹏汽车-W(09868) 64.3 — 低于买入区65~68 -1.1%，反弹至65可关注**", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "1. **小鹏汽车(09868)**：连续3次在买入区间65~68外(-3.3%)，建议重新评估区间", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "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": "3. **小鹏汽车-W(09868)** - 当前价65.1，从watchlist.json看到买入区间65~68，现价65.1在区间内。", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "**🔵 小鹏汽车-W(09868) 现价65.1 → 持有观察**", + "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": "买入", + "summary": "4. **小鹏集团(09868)** - 现价65.1，在买入区间65~68内", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🔵 小鹏集团(09868) 现价65.1 → 在买入区间65~68内", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• 小鹏集团(09868) 竞价66.50 (+0.08%) → 仍在买入区间65~68内，止损64", + "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" + }, + { + "date": "2026-06-06", + "direction": "买入", + "summary": "• **小鹏汽车(09868) 现价65.00 → 买入区65~68下沿** 已建仓400股@66.56，持有观望，止损64破则清", + "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", + "summary": "3. **小鹏汽车(09868) 区间内建仓干净利落** — 6/4 在65~68区间建仓400股@66.45，止损64设定明确，是新建仓中执行最规范的一次。", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-07", + "direction": "卖出", + "summary": "| **小鹏汽车(09868)** | 65.10 | 止损64（距-1.7%❗）| 新建仓400股，跌破64止损 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-07", + "direction": "卖出", + "summary": "⚠️ **三只票（688411/06160/09868）距止损<2%，下周一开盘第一优先级监控。**", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "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": "买入", + "summary": "**🔵 小鹏汽车(09868) 现价61.95 | 低于买入区65~68 ⚠️区间偏离**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "| 小鹏汽车(09868) | 买入区65~68 | 61.95 | -4.7% |", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "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": "卖出", + "summary": "🔴 **小鹏汽车-W(09868) 现价61.80 — 跌破止损64！**", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "- 小鹏汽车(09868) 跌破止损64，需用户决策是否执行", + "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": "2026-06-08", + "direction": "买入", + "summary": "• **小鹏集团-W(09868)** 集合竞价62.800 (-3.38%) → 持仓400股成本66.65，浮亏-5.8%。决策库买入区65~68已跌破", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "• **小鹏(09868)** 买入区65~68，现62.80已跌破，不在买入范围内", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 小鹏汽车-W(09868) HK$61.55 | 买入区¥60~64 | 建议仓位3%", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "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": "| 小鹏汽车(09868) | 65.0 | 止损清仓400股 | 跌破64 | 🔴高 |", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "2. **小鹏汽车(09868)**：买入区65~68 → 建议下调至60~64（连续偏离-6.8%）", + "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": "2026-06-09", + "direction": "卖出", + "summary": "• **小鹏汽车-W(09868)** 前收62.00 → 已跌破止损64⚠️（6/8收盘已破），港股开盘后需用户决策是否执行止损", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-09", + "direction": "卖出", + "summary": "| 小鹏汽车(09868) | 62.00 | 62.00 | 0% 已破止损64 |", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "report_id": "cron_99c06255590a_2026-06-10_08-31-01" + }, + { + "date": "2026-06-10", + "direction": "持有", + "summary": "{\"code\":\"09868\",\"name\":\"小鹏汽车\",\"action\":\"持有\",\"price\":59.90}]}", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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", + "summary": "格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64", + "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": "持有", + "summary": "**小鹏集团-W(09868) 现价56.00(-5.96%) | 仓位2.46%→持有**", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 小鹏汽车-W(09868) ¥57.7 | 买入区56.55~57.67 ✅(略高+0.05%) | RR:1.46**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "卖出", + "summary": "① 小鹏汽车(09868) — 止损出局后回调，盈亏比不足", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "- 中国人寿(02628) & 小鹏汽车(09868) — 盈亏比过低，不建议买入", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 小鹏汽车-W(09868) HK$57.7，买入区56.55~57.67 ⚠️ 贴近上沿，RR:1.46偏低", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + } + ], + "evaluation": [ + { + "code": "09868", + "name": "小鹏汽车-W", + "evaluated_at": "2026-06-27T21:00:20.587133", + "phase": 1, + "theoretical": { + "entry_zone": "46.88~48.8", + "stop_loss": 46.4, + "take_profit": 59.81, + "entry_mid_price": 47.84, + "target_price": 59.81, + "theoretical_pnl_pct": 25.02, + "theoretical_pnl_amount": 0, + "status": "stop_loss_hit", + "current_price": 45.58, + "current_change_pct": -4.84, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "已跌破止损" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "stop_loss_hit", + "current_price": 45.58 + }, + "rr_level": "已跌破止损", + "rr_interpretation": "现价45.58已破止损46.4，R/R不适用", + "summary": "小鹏汽车-W(09868) | 损46.4/盈59.81 | 现价45.58(-4.84%) | 距损None%/距盈None% | RR=None | 已跌破止损 | 理+25.0%实+0.0%" + } + ] }, { "code": "09988", @@ -24871,7 +31757,825 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "持有", + "summary": "• **阿里巴巴(09988)** 成本125.73/现价127.0 浮盈+1.01%(¥+818) → 持有", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "持有", + "summary": "| **阿里巴巴(09988)** | ~131.9 | **+4.91%** | 科网股承压，但阿里相对抗跌。无重大新消息，持有观察即可。 |", + "report_id": "cron_74c1032dcf01_2026-05-21_08-43-03" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "阿里巴巴-W(09988) 仓位7.25% +0.33%→ 持有，横盘震荡", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 阿里巴巴-W(09988) 122.60 | +1.41% → 🤝持有，止损107.52", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 阿里巴巴-W(09988) | 123.40 +2.07% 🤝持有：止损118止盈135，浮亏-2.4%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 阿里巴巴-W(09988) | 122.80 | +1.57% → 🤝 持有：122.80，成本126.49，浮盈-2.9%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 阿里巴巴-W 09988 | 124.60 | +1.47% | 🤝 持有，距成本126.49差1.5%", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **阿里巴巴-W(09988) | 129.7→**浮盈+2.46%，当日+2.07%温和反弹 | 🤝持有：止损118（距-9%），止盈135（距+4%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **阿里巴巴(09988) | 129.80 | 浮盈+2.54% → 🤝持有**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 阿里巴巴(09988) | 127.20 | 止损115/止盈145 | 中段 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 阿里巴巴(09988) | 127.10 -2.90% | 止损115/止盈145 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 阿里巴巴(09988) | 129.70 | 止损115/止盈145 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 阿里(09988) | 127.00(-2.98%) | 止损115/止盈145 | 中间安全 |", + "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": "卖出", + "summary": "| 阿里巴巴(09988) | 127.00(-2.98%) | 止损115/止盈145 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 阿里(09988) HK$127.00(-2.98%) | 止损115/止盈145 | 中段", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 阿里巴巴(09988) 127.00 -2.98% | 止损115/止盈145 | 中段安全", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 阿里(09988) 127.30(-2.75%) | 止损115(+10.7%)/止盈145(-12.2%) | 中间安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 阿里(09988) 127.20 | 止损115/止盈145 | 浮盈+0.5%", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 阿里巴巴(09988) | 127.30 | -2.75% | 止损115安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 阿里巴巴-W | 09988 | 127.20(-2.83%) | 止损115/止盈145 | 中间安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**🔵 阿里(09988) 126.6 → 持有 | 中银(02388) 47.76 → 持有 | 招行(600036) 38.73 → 持有**", + "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": "持有", + "summary": "{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":125.6},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "**🔵 阿里巴巴-W(09988) 现价125.2 | 跌-1.11%，止损115距+8.9%**", + "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": "卖出", + "summary": "• 阿里(09988) 124.30 距止损115+8.1%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 阿里(09988) | 123.5 | 止损115/止盈145 | +7.4%/-14.8% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "买入", + "summary": "🟢 **阿里(09988)** 123.50 | 止损115距+7.4% | 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": "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": "- 阿里(09988) 123.4 — 止损115(+7.3%)/止盈145(-14.9%)", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 阿里(09988) 123.3 — 止损115距+7.2%|止盈145距+17.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "summary": "- **比亚迪股份(01211)**: 止损85，腾讯控股(00700)止损420，阿里巴巴(09988)止损115", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "**🔵 阿里巴巴-W(09988) 现价122.5 → 持有观察**", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "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": "卖出", + "summary": "7. **阿里巴巴-W(09988)** - 现价122.8，策略：持有设止盈，止损115/止盈145", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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": "🟡 **阿里巴巴-W(09988) 现价118.70 — 跌-3.02%，距止损115 +3.2%**", + "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": "| 阿里巴巴(09988) | 118.8 | 关注止损 | 跌破115 | 🟡中 |", + "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": "🔵 **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", + "summary": "{\"code\":\"09988\",\"name\":\"阿里巴巴\",\"action\":\"持有\",\"price\":113.30},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "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", + "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107.90 仓位9.25% → 距止损103.75仅+4.0%！**", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "持有", + "summary": "1️⃣ 阿里巴巴(09988) 现价107.6(-5.2%) | 仓位9.0%→持有观察", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 阿里巴巴-W(09988) 106.80(-5.90%) | 仓位9.25%→建议减仓至5%", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "持有", + "summary": "2️⃣ 阿里巴巴(09988) 现价107.60(-5.20%) | 仓位9.25%→建议观望", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 阿里巴巴(09988) 现价107.60 仓位9.25% → 距止损103.75仅3.58%！今日暴跌-5.2%创近期最大单日跌幅", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" + }, + { + "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", + "summary": "• **阿里巴巴-W(09988)** — 持仓700股，-12.89%，持有观察", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **阿里巴巴(09988) HK$110.20 (-12.89%)** — 买入区107.4~109.8，现价略高，等回调至买入区", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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": "2026-06-25", + "direction": "买入", + "summary": "**阿里巴巴(09988) 95.0(-4.43%)** 跌破买入区92.8~96.5下沿，港股科技分化严重。建议：观望等站稳。", + "report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53" + }, + { + "date": "unknown", + "direction": "卖出", + "summary": "阿里(09988) 107.5(-1.65%) 距损2.6%！浮亏-15.2%，破105减仓", + "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_113625" + }, + { + "date": "unknown", + "direction": "卖出", + "summary": "阿里巴巴(09988) HK$107.3(-0.24%) 仓位7.5% → 距止损104.67仅2.5%! 浮亏-15.2%，最接近止损的持仓。若大盘走弱(今创业板强但上证平)注意触发止损。", + "report_id": "cron_62a2ba59f7ff_快速盯盘-15分钟_20260616_120346" + } + ], + "evaluation": [ + { + "code": "09988", + "name": "阿里巴巴-W", + "evaluated_at": "2026-06-27T21:00:20.587146", + "phase": 1, + "theoretical": { + "entry_zone": "87.71~88.67", + "stop_loss": 75.55, + "take_profit": 94.69, + "entry_mid_price": 88.19, + "target_price": 94.69, + "theoretical_pnl_pct": 7.37, + "theoretical_pnl_amount": 0, + "status": "above_entry", + "current_price": 89.5, + "current_change_pct": -5.79, + "rr": 0.37, + "rr_risk_pct": 15.59, + "rr_reward_pct": 5.8, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "above_entry", + "current_price": 89.5 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.37每亏1元仅赚0.37元，不建议买入", + "summary": "阿里巴巴-W(09988) | 损75.55/盈94.69 | 现价89.5(-5.79%) | 距损15.59%/距盈5.8% | RR=0.37 | ⚠️盈亏比不足 | 理+7.4%实+0.0%" + } + ] }, { "code": "300035", @@ -26179,7 +33883,657 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "中科电气(300035) 现价19.55 → 低于加仓区19.61-20.88(-0.3%)，可关注等待", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-11-16" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **中科电气(300035)** 成本21.31/现价19.45 浮盈-8.73%(¥-3,906) → 📉 低于加仓区", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "🟡 300035|中科电气|17.01|+3.34%|持有不追【当日】|仓位1.87%，量价齐升突破17元关口，短线趋势向好", + "report_id": "cron_d3797d924ddc_2026-06-01_10-48-20" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• **300035|中科电气|16.98|+3.16%|建议持有观察【短线】|前几日回调后企稳反弹，关注能否站稳17元，量能配合则看高一线**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 中科电气(300035) 16.91 | +2.73% → 🤝持有", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 中科电气(300035) | 16.89 +2.61% 🤝持有：止损15，深套-29.3%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 中科电气(300035) | 16.89 | +2.61% → 🤝 持有：16.89，成本23.88，浮盈-29.3%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 中科电气(300035) | 16.44 | -2.66% | 1.77% | 深套持有，止损15.0 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• 中科电气 300035 | 16.33 | -3.32% | 👀 观望，止损15安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **中科电气(300035) | 16.53→**深套-30.78% | 👀观望：止损15.0（距-9.3%），深套底部反弹中", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 中科电气(300035) | 16.86 | 止盈20 | -15.7% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 中科电气(300035) | 16.89 +2.12% | 止盈20 | 距止盈-15.5% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 中科电气(300035) | 16.76 | 止盈20 | 距+16% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 中科电气(300035) | 16.76(昨) | 止盈20 | A股午休 |", + "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": "卖出", + "summary": "| 中科电气(300035) | 16.89(午休) | 止盈20 | 距+15.6% |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 中科电气(300035) ¥16.81(+1.63%) | 止盈20远", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 中科电气(300035) 16.80 +1.57% | 止盈20 | 距止盈-16%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 中科电气(300035) 16.82(+1.69%) | 止盈20(-15.9%) | 远离", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 中科电气(300035) 16.70 | 止盈20", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 中科电气(300035) | 16.66 | +0.73% | 止盈20未到 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 中科电气 | 300035 | 16.76(+1.33%) | 止盈20 | 低于止盈，等反弹 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**⑮ 中科电气(300035) | 1.70%仓位 | 深套持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"trigger\":\"止盈20，现价16.27深套持有\"},", + "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": "持有", + "summary": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "卖出", + "summary": "• 中科电气(300035) 16.35 距止盈20+22.3%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 中科电气(300035) | 16.53 | 止盈20 | -17.4% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "- 中科电气(300035) 16.53 — 远低于止盈20", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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", + "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": "16. **中科电气(300035)** - 现价16.53，策略：持有等反弹，目标20", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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", + "summary": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.36},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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": "2026-06-10", + "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": "2026-06-15", + "direction": "卖出", + "summary": "• **中科电气(300035) ¥17.13** — 周五+4.63%反弹，深套持有，止损14.56", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-17", + "direction": "卖出", + "summary": "**中科电气(300035)** ¥17.13 | -25.44% | 止损14.56", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-18", + "direction": "持有", + "summary": "- **中科电气(300035)** ¥16.92(昨+4.63%) | 关注能否延续，阻力17.5若放量突破可持有", + "report_id": "cron_99c06255590a_2026-06-18_08-38-18" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中科电气(300035) / 德明利(001309)** — 前者能源金属+4.27%但-28%深套持有；后者半导体板块受益，+9.9%持有。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "300035", + "name": "中科电气", + "evaluated_at": "2026-06-27T21:00:20.587159", + "phase": 1, + "theoretical": { + "entry_zone": "12.77~14.9", + "stop_loss": 11.4, + "take_profit": 13.51, + "entry_mid_price": 13.84, + "target_price": 13.51, + "theoretical_pnl_pct": -2.35, + "theoretical_pnl_amount": -4.55, + "status": "take_profit_hit", + "current_price": 14.19, + "current_change_pct": -6.21, + "rr": -0.24, + "rr_risk_pct": 19.66, + "rr_reward_pct": -4.79, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 1400, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 14.19 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.24每亏1元仅赚-0.24元，不建议买入", + "summary": "中科电气(300035) | 损11.4/盈13.51 | 现价14.19(-6.21%) | 距损19.66%/距盈-4.79% | RR=-0.24 | ⚠️盈亏比不足 | 理-2.3%实+0.0%" + } + ] }, { "code": "300124", @@ -27402,7 +35756,105 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **汇川技术(300124)** 现价78.46 买入区75-76 高于买入区3.2%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**汇川技术(300124)** 现价78.35 买入区75-76 → 高于买入区(+3.1%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **汇川技术(300124) ¥76.02 +2.04%** ← **已在买入区75~76内！**", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "1. **汇川技术(300124)** ¥76.02 → 买入区75~76内，可入场建仓", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 汇川技术(300124) | 76.91 | +3.23% | 75-76 | 🟡 略高于买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**汇川技术(300124) ¥76.52 (+2.71%)** — 买入区75-76，已进入区间！可考虑入100股试仓。目标90-95。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "- 🔴 汇川技术(300124) 现价76.52已突破买入区顶部76，可关注入场机会", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **汇川技术(300124) 76.47** +2.64% | 刚突破买入区顶部76，🟢可关注轻仓入场（2%仓位），止损70", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 汇川技术(300124) ¥67.16 | 买入区65.82~68.5 ✅ | RR:3.25**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "**自选（距买入区±3%）：** 腾讯(00700) 440.20HKD，前买入区444-450，距下限约-0.9%恰在边缘，可观察不操作；宁德时代(300750) 391.55，前买入区400-41", + "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45" + } + ], + "evaluation": [ + { + "code": "300124", + "name": "汇川技术", + "evaluated_at": "2026-06-27T21:00:20.587171", + "phase": 1, + "theoretical": { + "entry_zone": "62.01~64.55", + "stop_loss": 54.78, + "take_profit": 69.45, + "entry_mid_price": 63.28, + "target_price": 69.45, + "theoretical_pnl_pct": 9.75, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 63.28, + "current_change_pct": -5.33, + "rr": 0.73, + "rr_risk_pct": 13.43, + "rr_reward_pct": 9.75, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 63.28 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.73每亏1元仅赚0.73元，不建议买入", + "summary": "汇川技术(300124) | 损54.78/盈69.45 | 现价63.28(-5.33%) | 距损13.43%/距盈9.75% | RR=0.73 | ⚠️盈亏比不足 | 理+9.8%实+0.0%" + } + ] }, { "code": "300308", @@ -28612,7 +37064,43 @@ } ], "created_at": "2026-06-26" - } + }, + "evaluation": [ + { + "code": "300308", + "name": "中际旭创", + "evaluated_at": "2026-06-27T21:00:20.587186", + "phase": 1, + "theoretical": { + "entry_zone": "1227.03~1261.99", + "stop_loss": 1216.27, + "take_profit": 1271.69, + "entry_mid_price": 1244.51, + "target_price": 1271.69, + "theoretical_pnl_pct": 2.18, + "theoretical_pnl_amount": 27.18, + "status": "in_entry_zone", + "current_price": 1253.89, + "current_change_pct": -5.25, + "rr": 0.47, + "rr_risk_pct": 3.0, + "rr_reward_pct": 1.42, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 100, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 1253.89 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.47每亏1元仅赚0.47元，不建议买入", + "summary": "中际旭创(300308) | 损1216.27/盈1271.69 | 现价1253.89(-5.25%) | 距损3.0%/距盈1.42% | RR=0.47 | ⚠️盈亏比不足 | 理+2.2%实+0.0%" + } + ] }, { "code": "300548", @@ -29955,7 +38443,267 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 长芯博创(300548) | 现价219.34 | -11.99% | 光通信/半导体双杀，买入区200-210未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "🔺**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%", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_13-47-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**300548 博创科技 | 235.26 +7.26%** — 🟢买入区间230~235【本周有效】站稳230确认可追，回调建仓2%", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 博创科技(300548) 224.27 | 买入区间230~235，仓位2%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **博创科技(300548) | 224.27→**买入区230~235，现价低于买入区(-2.5%)。前日暴跌-10.45%进入观察区，暂不抄底等企稳", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "📌 **博创科技(300548)** — ¥224.27略低于买入区间230~235，A股已收盘，明日关注", + "report_id": "cron_d3797d924ddc_2026-06-02_15-32-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **长芯博创(300548) 234.60** +6.96% | 买入区230-235，刚触及→可轻仓建仓1-2%，止损215", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "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": "2026-06-03", + "direction": "买入", + "summary": "**基本信息：** 300548 博创科技 | action=reassess | 原买入区 230~235", + "report_id": "cron_d763b2aab864_2026-06-03_19-44-21" + }, + { + "date": "2026-06-07", + "direction": "买入", + "summary": "| **博创科技(300548)** | 244.90 | 调整买入区238~245 | 自选，已逆转至区间上沿 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "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": "买入", + "summary": "⚪ **博创科技(300548) 现价213.00** — 跌-2.74%，原买入区230~235远高于现价。⚠️ 区间偏离建议重新评估。", + "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": "2026-06-08", + "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", + "summary": "• 博创科技(300548) ¥238.83 | 买入区¥230~235 | 建议仓位2%", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "3. **博创科技(300548)**：买入区230~235 → 建议下调至210~225（连续偏离-7.4%）", + "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": "🔵 **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": "2026-06-09", + "direction": "买入", + "summary": "• **博创科技(300548)** 竞价215.79 (+1.31%) → 在建议买入区210~225（6/8建议下调待确认）内，自选股可关注开盘后是否站稳", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "| 博创科技(300548) | 213.00 | 215.79 | +1.31% 接近建议买入区 |", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-10", + "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": "• 博创科技(300548) 竞价234.20(-1.94%)，策略买入区221.2~244.49内，位置适中", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "• 博创科技(300548)：6/9+12.13%暴力反弹后，竞价-1.94%小幅回调至234.20，仍在买入区221.2~244.49内", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, + { + "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", + "summary": "• **博创科技(300548)** 6/9收盘238.83→6/10收盘229.17→今竞价232.70，窄幅震荡，仍在买入区221.2~244.49内", + "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": "2026-06-13", + "direction": "持有", + "summary": "• **博创科技(300548)** — 持仓100股，-2.24%，持有观察", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **博创科技(300548) ¥224.03** — 买入区220.59~227.04，现价在区间内", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-16", + "direction": "持有", + "summary": "**博创科技(300548)** 226.00 +2.56% — 光通信热点，仓位仅2.67%，持有", + "report_id": "cron_99c06255590a_2026-06-16_08-38-28" + }, + { + "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" + } + ], + "evaluation": [ + { + "code": "300548", + "name": "长芯博创", + "evaluated_at": "2026-06-27T21:00:20.587199", + "phase": 1, + "theoretical": { + "entry_zone": "254.48~267.2", + "stop_loss": 247.13, + "take_profit": 282.86, + "entry_mid_price": 260.84, + "target_price": 282.86, + "theoretical_pnl_pct": 8.44, + "theoretical_pnl_amount": 22.02, + "status": "in_entry_zone", + "current_price": 262.65, + "current_change_pct": -6.83, + "rr": 1.3, + "rr_risk_pct": 5.91, + "rr_reward_pct": 7.69, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 100, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 262.65 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现1.3每亏1元仅赚1.3元，不建议买入", + "summary": "长芯博创(300548) | 损247.13/盈282.86 | 现价262.65(-6.83%) | 距损5.91%/距盈7.69% | RR=1.3 | ⚠️盈亏比不足 | 理+8.4%实+0.0%" + } + ] }, { "code": "300750", @@ -31312,7 +40060,693 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **宁德时代(300750)** 现价415.8 买入区400-410 高于买入区1.4%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**宁德时代(300750)** 现价414.90 买入区400-410 → 高于买入区(+1.2%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "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", + "summary": "宁德时代(300750) 仓位4.03% +1.76%→ 持有，稳中有升", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 宁德时代(300750) 419.45 | -1.07% → 🤝持有，止损341.51", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 宁德时代(300750) | 420.10 -0.92% 🤝持有：止损400，浮盈+4.6%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 宁德时代(300750) | 420.10 | -0.92% → 🤝 持有：420.10，成本401.78，浮盈+4.6%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 宁德时代(300750) | 427.84 | +1.84% | 4.04% | 持有，止损400止盈460 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 宁德时代 300750 | 424.97 | +1.16% | 🤝 持有，浮盈+5.79%", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **宁德时代(300750)** ¥427.84 | 今日+1.84% | 仓位4.03% → 持有，买入区400-410", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **宁德时代(300750) | 432.06→**100股底仓，浮盈+7.54% | 🤝持有：止损400（距-7.4%），止盈460（距+6.5%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 宁德时代(300750) | 436.78 | +3.97% | 400-410 | 🔴 超出买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **宁德时代(300750) | 436.49 | 浮盈+8.64% → 🤝持有**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 宁德时代(300750) | 430.33 | 止盈500 | -13.9% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 宁德时代(300750) | 432.27 -0.37% | 止盈500 | 距止盈-13.5% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 宁德时代(300750) | 428.52 | 止盈500 | 距+14% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 宁德时代(300750) | 428.52(昨) | 止盈500 | A股午休 |", + "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": "卖出", + "summary": "| 宁德时代(300750) | 432.27(午休) | 止盈500 | 距+13.5% |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 宁德时代(300750) ¥431.80(-0.48%) | 止盈500远", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 宁德时代(300750) 430.20 -0.85% | 止盈500 | 距止盈-14%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 宁德时代(300750) 431.06(-0.65%) | 止盈500(-13.8%) | 远离", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 宁德时代(300750) 427.08 | 止盈500", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 宁德时代(300750) | 426.48 | -1.71% | 止盈500未到 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 宁德时代 | 300750 | 428.52(-1.24%) | 止盈500 | 距止盈-14% |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "持有", + "summary": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "卖出", + "summary": "• 宁德时代(300750) 410.58 距止盈500+21.8%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 宁德时代(300750) | 432.06 | 止盈500 | -13.6% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "- 宁德时代(300750) 432.06 — 远低于止盈500", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 宁德(300750) 432.06 — 止盈500距+15.7%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "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": "10. **宁德时代(300750)** - 现价432.06，策略：持有等反弹", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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", + "summary": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":400.0},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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": "2026-06-09", + "direction": "持有", + "summary": "• **宁德时代(300750)** 竞价399.99 (+1.77%) → 昨收393.02反弹，100股持有观察", + "report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41" + }, + { + "date": "2026-06-10", + "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": "2026-06-15", + "direction": "买入", + "summary": "• **宁德时代(300750) ¥394.85** — 买入区382.2~392.56，现价略高，等回调", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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", + "summary": "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" + }, + { + "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" + }, + { + "date": "2026-06-26", + "direction": "买入", + "summary": "**宁德时代(300750)** 现价401.90(持平) | 仓位3.72% | 昨日触发买入区间393~398，现价仍在成本附近，创业板指+1.46%支撑", + "report_id": "cron_99c06255590a_2026-06-26_08-43-03" + } + ], + "evaluation": [ + { + "code": "300750", + "name": "宁德时代", + "evaluated_at": "2026-06-27T21:00:20.587212", + "phase": 1, + "theoretical": { + "entry_zone": "371.4~389.97", + "stop_loss": 329.8, + "take_profit": 363.82, + "entry_mid_price": 380.69, + "target_price": 363.82, + "theoretical_pnl_pct": -4.43, + "theoretical_pnl_amount": -16.87, + "status": "take_profit_hit", + "current_price": 381.0, + "current_change_pct": -5.2, + "rr": -0.34, + "rr_risk_pct": 13.44, + "rr_reward_pct": -4.51, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 100, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 381.0 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.34每亏1元仅赚-0.34元，不建议买入", + "summary": "宁德时代(300750) | 损329.8/盈363.82 | 现价381.0(-5.20%) | 距损13.44%/距盈-4.51% | RR=-0.34 | ⚠️盈亏比不足 | 理-4.4%实+0.0%" + } + ] }, { "code": "518880", @@ -32333,7 +41767,645 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "**黄金ETF华安(518880)**: 仍破止损9.54，浮亏-12.7%——已无操作区间，建议决策是否止损出局。", + "report_id": "cron_6f8c0c6494b6_2026-05-21_13-55-37" + }, + { + "date": "2026-05-21", + "direction": "卖出", + "summary": "• **黄金ETF华安(518880)** 成本10.84/现价9.482 浮盈-12.53%(¥-6,518) → ⚠️ 执行止损", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "黄金ETF华安(518880) 仓位2.16% +2.73%→ 持有，金价支撑", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "卖出", + "summary": "| ⑫ | 黄金ETF(518880) 2.16% | 9.397 | +2.90% | 金价走强。止盈9.8 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🟡 黄金ETF华安(518880) | 竞价9.398 昨收9.397 | +0.01% | 仓位2.16% | 浮亏-11.8% ⛔破止损9.54", + "report_id": "cron_2d7979b753d1_2026-06-01_09-36-10" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 黄金ETF(518880) 9.349 | -0.51% → 🤝持有", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 黄金ETF华安(518880) | 9.344 -0.56% 🤝持有：止损7.96，深套-23.3%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 黄金ETF华安(518880) | 9.344 | -0.56% → 🤝 持有：9.344，成本12.19，浮盈-23.4%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 黄金ETF(518880) | 9.323 | -0.22% | 2.14% | 深套持有，止损9.0 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 黄金ETF 518880 | 9.295 | -0.52% | 🤝 持有，深套-23%", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **黄金ETF(518880)** ¥9.323 | 今日-0.22% | 仓位2.16% → 止损9.54未收复，但下降趋缓", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **黄金ETF(518880) | 9.374→**深套-23.11% | 🤝持有：止损9.0（距-4%），止盈10.5（距+12%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 黄金ETF(518880) | 9.316 | 减仓10.5~11 | -11.3% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 黄金ETF(518880) | ~9.31 | 减仓10.5~11 | 远低于区间 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 黄金ETF(518880) | 9.306 | 减仓10.5~11 | 距-11% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 黄金ETF(518880) | 9.306(昨) | 减仓10.5~11 | 距-11% |", + "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": "卖出", + "summary": "| 黄金ETF(518880) | 9.318(午休) | 减仓10.5~11 | 距-11.3% |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 黄金ETF(518880) ¥9.295(-1.28%) | 减仓10.5~11远", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 黄金ETF(518880) 9.298 -1.19% | 减仓区10.5~11 | 距-11.3%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 黄金ETF(518880) 9.273(-1.46%) | 减仓10.5~11距-11.7% | 远离", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 黄金ETF(518880) 9.269 | 减仓区10.5~11 | 距-11.7%", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 黄金ETF(518880) | 9.31 | -1.06% | 减仓区10.5~11未到 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 黄金ETF | 518880 | 9.306(-1.11%) | 减仓区10.5~11 | 远低于区间 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**⑭ 黄金ETF华安(518880) | 2.11%仓位 | 深套持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "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": "卖出", + "summary": "• 黄金ETF(518880) 9.302 距止盈10.5~11远", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "| 黄金ETF(518880) | ~9.37 | 止盈10.5~11 | -11.6% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "- 黄金ETF(518880) ~9.30 — 远低于减仓区10.5~11", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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", + "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": "15. **黄金ETF华安(518880)** - 现价92.33，策略：持有等反弹", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "2026-06-09", + "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": "2026-06-11", + "direction": "买入", + "summary": "**黄金ETF(518880)** 现价8.506(-2.63%) 仓位2.49% → 黄金大跌！成本12.19，浮亏-30%，加仓过早，当前持仓不动等企稳。", + "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **黄金ETF华安(518880) ¥8.66 (-28.85%)** — 黄金方向不明，距止损7.36约-15%，继续持有不加仓", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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", + "summary": "**黄金ETF(518880)** ¥8.66 | -28.85% | 止损7.36", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "- **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" + }, + { + "date": "2026-06-18", + "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" + }, + { + "date": "2026-06-24", + "direction": "持有", + "summary": "**A股**：大盘弱势(仅13.3%板块上涨)。黄金ETF 518880(8.52,-0.26%)深套持有；紫金矿业(27.65,-0.36%)深套持有；华恒生物(21.4,-1.97%)微套；中科电", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**黄金ETF(518880)** — 贵金属板块暴跌预警，深套30%但仓位仅2.5%，暂持有不动。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + } + ], + "evaluation": [ + { + "code": "518880", + "name": "黄金ETF华安", + "evaluated_at": "2026-06-27T21:00:20.587225", + "phase": 1, + "theoretical": { + "entry_zone": "7.55~8.81", + "stop_loss": 6.75, + "take_profit": 7.8, + "entry_mid_price": 8.18, + "target_price": 7.8, + "theoretical_pnl_pct": -4.65, + "theoretical_pnl_amount": -9.12, + "status": "take_profit_hit", + "current_price": 8.39, + "current_change_pct": 1.24, + "rr": -0.36, + "rr_risk_pct": 19.55, + "rr_reward_pct": -7.03, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 2400, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "take_profit_hit", + "current_price": 8.39 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现-0.36每亏1元仅赚-0.36元，不建议买入", + "summary": "黄金ETF华安(518880) | 损6.75/盈7.8 | 现价8.39(+1.24%) | 距损19.55%/距盈-7.03% | RR=-0.36 | ⚠️盈亏比不足 | 理-4.6%实+0.0%" + } + ] }, { "code": "600519", @@ -32342,17 +42414,17 @@ "cost": 0, "shares": 0, "avg_price": 0, - "action": "盈利持有 | 目标1272.07 | 止损1133.57 | 买入区1145.26~1188.97 | 信号:关注", - "stop_loss": 1133.57, - "entry_low": 1145.26, - "entry_high": 1188.97, - "tech_snapshot": "形态:光头光脚阴线/neutral 量价:主动买盘占优 强撑:1085.09 弱撑:1158.15 弱压:1189.05 强压:1272.07", - "timing_signal": "关注", - "rr_ratio": 2.95, - "status": "updated", + "action": "空头排列 | 止损1068.39 | 目标1300.11 | 买入区1101.43~1184.93 | 信号:等待企稳", + "stop_loss": 1068.39, + "entry_low": 1101.43, + "entry_high": 1184.93, + "tech_snapshot": "MA5=1188.03 MA10=1207.37 MA20=1231.65 空头趋势", + "timing_signal": "等待企稳", + "rr_ratio": 1.31, + "status": "active", "note": "", "timestamp": "2026-06-26 23:04", - "updated_at": "2026-06-26 23:04", + "updated_at": "2026-06-27 01:55", "type": "自选策略", "source": "auto", "sector_context": "大盘上涨比3.3%", @@ -32360,12 +42432,12 @@ "position_advice": "减仓或观望", "time_horizon": "观望", "trigger": { - "stop_loss": 1133.57, - "entry_zone": "1145.26~1188.97", - "take_profit_zone": "0~1272.07" + "stop_loss": 1068.39, + "entry_zone": "1101.43~1184.93", + "take_profit_zone": "0~1300.11" }, "created_at": "2026-06-24 14:24", - "take_profit": 1272.07, + "take_profit": 1300.11, "changelog": [ { "date": "2026-06-24 14:24", @@ -33535,6 +43607,54 @@ } ], "created_at": "2026-06-26" + }, + "evaluation": [ + { + "code": "600519", + "name": "贵州茅台", + "evaluated_at": "2026-06-27T21:00:20.587239", + "phase": 1, + "theoretical": { + "entry_zone": "1145.26~1188.97", + "stop_loss": 1133.57, + "take_profit": 1272.07, + "entry_mid_price": 1167.12, + "target_price": 1272.07, + "theoretical_pnl_pct": 8.99, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 1168.63, + "current_change_pct": -1.3, + "rr": 2.95, + "rr_risk_pct": 3.0, + "rr_reward_pct": 8.85, + "rr_level": "R/R达标" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 1168.63 + }, + "rr_level": "R/R达标", + "rr_interpretation": "每亏1元赚2.95元，盈亏比合理", + "summary": "贵州茅台(600519) | 损1133.57/盈1272.07 | 现价1168.63(-1.30%) | 距损3.0%/距盈8.85% | RR=2.95 | R/R达标 | 理+9.0%实+0.0%" + } + ], + "action_note": "现价1168.63, MA5 卖出: 触及止损价275", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "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": "卖出", + "summary": "- **海博思创(688411)** 现价268.02 → 触发止损275，建议卖出", + "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" + }, + { + "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": "1. **海博思创(688411)** - 现价268.34已触发止损275", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "🔴 **海博思创(688411)** 现价268.34 → **触发止损275**，按决策库策略需立即执行止损", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "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": "卖出", + "summary": "5. **海博思创(688411)** - 策略：止损275，止盈309。现价268.34，低于止损275。建议：已跌破止损，需关注。", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "2. **海博思创(688411)** - 现价268.34已跌破止损275", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**🔴 海博思创(688411) 现价268.34 → 跌破止损275**", + "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": "**⚠️ 海博思创(688411) 现价268.34 → 跌破止损关注**", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "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": "🔴 海博思创(688411) 现价268.34 → 止损清仓 (触及止损价 275.0)", + "report_id": "cron_d3797d924ddc_2026-06-05_12-26-45" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "🔵 海博思创(688411) 现价268.34 → 止损: 现价268.34 ≤ 止损价275.0", + "report_id": "cron_d3797d924ddc_2026-06-05_12-55-17" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "🔵 海博思创(688411) 现价268.34 → 止损 (触及止损275)", + "report_id": "cron_d3797d924ddc_2026-06-05_13-10-14" + }, + { + "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": "🔵 **海博思创(688411)** 现价268.34 → **卖出**：现价268.34跌破止损价275", + "report_id": "cron_d3797d924ddc_2026-06-05_13-20-37" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "3. **海博思创(688411)**：现价268.34，从分析看有止损275，现价低于止损，需要关注。", + "report_id": "cron_d3797d924ddc_2026-06-05_13-48-47" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "• **海博思创(688411)** 现价268.34 → 低于止损275，已触发止损条件，建议按计划执行止损。", + "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": "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": "卖出", + "summary": "**🔵 海博思创(688411) 现价268.34 → 持有设止损**", + "report_id": "cron_d3797d924ddc_2026-06-05_14-24-42" + }, + { + "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": "卖出", + "summary": "4. **海博思创(688411)** - 当前价268.34，从daily_reviews看到追踪止盈290已破，建议重新设止损265。", + "report_id": "cron_d3797d924ddc_2026-06-05_15-04-08" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "**🔵 海博思创(688411) 现价268.34 → 关注止损**", + "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": "卖出", + "summary": "🔵 海博思创(688411) 现价268.34 → 止损", + "report_id": "cron_d3797d924ddc_2026-06-05_15-24-33" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "🔴 **海博思创(688411)** 现价268.34 → 触及止损价275，建议止损", + "report_id": "cron_d3797d924ddc_2026-06-05_15-35-21" + }, + { + "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": "🔵 海博思创(688411) 现价268.34 → 触及止损价275", + "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": "卖出", + "summary": "3. **海博思创(688411)** - 现价268.34，接近止损275，需关注风险", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "🔴 海博思创(688411) 现价268.34 → 接近止损275", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "卖出", + "summary": "5. **海博思创(688411)** - 现价268.34，策略：持有设追踪止盈，止损275/止盈309", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "2026-06-05", + "direction": "卖出", + "summary": "- 海博思创(688411) | 现价268.34 → 卖出：现价268.34≤止损价275.0", + "report_id": "cron_d3797d924ddc_2026-06-05_16-53-38" + }, + { + "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": "2026-06-07", + "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": "2026-06-07", + "direction": "卖出", + "summary": "| **海博思创(688411)** | 268.34 | 止损265（距-1.2%❗）| **跌破265立即减仓**，反弹285~290减仓 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-07", + "direction": "卖出", + "summary": "⚠️ **三只票（688411/06160/09868）距止损<2%，下周一开盘第一优先级监控。**", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "• 海博思创(688411) ¥252.1 | 买入区¥240~255 | 止损¥235目标¥300", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "date": "2026-06-12", + "direction": "持有", + "summary": "**海博思创(688411)** 现价264.66(+9.68%) | 仓6.98%→持有", + "report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22" + }, + { + "date": "2026-06-13", + "direction": "持有", + "summary": "• **海博思创(688411)** — 持仓239股，+0.22%，盈利持有", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **海博思创(688411) ¥264.66** — 买入区241.3~253.37，现价高于买入区，等回调", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-25", + "direction": "买入", + "summary": "**海博思创(688411) 275.89(+3.64%) | 仓位5.17%→若加仓~7.6%**", + "report_id": "cron_d42f2ce3b479_2026-06-25_20-10-53" + } + ], + "evaluation": [ + { + "code": "688411", + "name": "海博思创", + "evaluated_at": "2026-06-27T21:00:20.587294", + "phase": 1, + "theoretical": { + "entry_zone": "249.21~261.67", + "stop_loss": 243.58, + "take_profit": 278.56, + "entry_mid_price": 255.44, + "target_price": 278.56, + "theoretical_pnl_pct": 9.05, + "theoretical_pnl_amount": 46.24, + "status": "in_entry_zone", + "current_price": 258.88, + "current_change_pct": -6.17, + "rr": 1.29, + "rr_risk_pct": 5.91, + "rr_reward_pct": 7.6, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 200, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 258.88 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现1.29每亏1元仅赚1.29元，不建议买入", + "summary": "海博思创(688411) | 损243.58/盈278.56 | 现价258.88(-6.17%) | 距损5.91%/距盈7.6% | RR=1.29 | ⚠️盈亏比不足 | 理+9.1%实+0.0%" + } + ] }, { "code": "688630", @@ -39758,7 +52518,57 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "• 芯碁微装(688630) | — → 买入区间280-295，仓位3-5%【两周内有效】半导体PCB光刻设备，回调温和未追高。", + "report_id": "cron_bb35a0b1b5e3_2026-06-01_10-46-18" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• **688630|芯碁微装|345.68|+3.19%|建议持有观察【短线】|小幅突破，趋势向上，关注350关口**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + } + ], + "evaluation": [ + { + "code": "688630", + "name": "芯碁微装", + "evaluated_at": "2026-06-27T21:00:20.587306", + "phase": 1, + "theoretical": { + "entry_zone": "517.41~534.9", + "stop_loss": 473.66, + "take_profit": 574.26, + "entry_mid_price": 526.15, + "target_price": 574.26, + "theoretical_pnl_pct": 9.14, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 527.97, + "current_change_pct": -4.96, + "rr": 0.85, + "rr_risk_pct": 10.29, + "rr_reward_pct": 8.77, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 527.97 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.85每亏1元仅赚0.85元，不建议买入", + "summary": "芯碁微装(688630) | 损473.66/盈574.26 | 现价527.97(-4.96%) | 距损10.29%/距盈8.77% | RR=0.85 | ⚠️盈亏比不足 | 理+9.1%实+0.0%" + } + ] }, { "code": "688639", @@ -40625,7 +53435,147 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **华恒生物(688639)** 成本27.27/现价25.68 浮盈-5.83%(¥-318) → ✅ 在加仓区，可加", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "华恒生物(688639) 仓位0.47% -1.71%→ 持有，低位整理", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "⚪ 华恒生物(688639) | 竞价23.78 昨收23.47 | +1.32% | 仓位0.47% | 浮亏-12.8% ⛔破止损24.0", + "report_id": "cron_2d7979b753d1_2026-06-01_09-36-10" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 华恒生物(688639) 23.58 | +0.47% → 🤝持有，接近止损23.18", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• ⚠️华恒生物(688639) | 23.57 +0.43% 🛑止损预警：距止损23.18仅1.7%，若跌破清仓200股", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• **华恒生物(688639) | 23.57 | +0.43% → ⚠️ 距止损23.18仅1.7%，收盘未破但需密切关注**", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "① 华恒生物(688639) **距止损23.18仅1.7%** — 收盘23.57未破但贴得很近", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• 华恒生物 688639 | 22.50（-4.54%）| 浮亏-17.49%，等待反弹24+减仓", + "report_id": "cron_d3797d924ddc_2026-06-02_11-31-31" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **华恒生物(688639)** 22.51 **-4.50%** → 已破止损，但轻仓", + "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 华恒生物(688639) ¥21.2 | 买入区20.78~21.4 ✅ | RR:2.28**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "③ 华恒生物(688639) — 止损后回调至买入区，信号企稳", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-14", + "direction": "买入", + "summary": "- 华恒生物(688639) ¥21.2，买入区20.78~21.4 ✅ 在区间内，RR:2.28", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "**华恒生物(688639)** ¥21.2 | 仓位0% | 买入区20.78~21.4 → RR 2.28", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-19", + "direction": "买入", + "summary": "自选靠近买入区：华恒生物(688639) @21.2 量价齐升信号，买入区20.78~21.4 RR 2.28；信义光能(00968) @2.41 接近支撑位关注，买入区2.36~2.46 RR 3.", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + }, + { + "date": "2026-06-25", + "direction": "买入", + "summary": "**华恒生物(688639) 21.4 | 仓位7.42%** — 光头光脚阴线形态偏空，在买入区21.06~21.54下沿，若破21.0减仓1/3。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "**华恒生物(688639)** — 已跌破止损20.03(现价17.12)，昨日同花顺向下突破预警，-20%浮亏，需止损", + "report_id": "cron_99c06255590a_2026-06-26_08-43-03" + } + ], + "evaluation": [ + { + "code": "688639", + "name": "华恒生物", + "evaluated_at": "2026-06-27T21:00:20.587318", + "phase": 1, + "theoretical": { + "entry_zone": "13.86~16.17", + "stop_loss": 12.93, + "take_profit": 15.58, + "entry_mid_price": 15.02, + "target_price": 15.58, + "theoretical_pnl_pct": 3.76, + "theoretical_pnl_amount": 15.82, + "status": "in_entry_zone", + "current_price": 15.4, + "current_change_pct": -10.05, + "rr": 0.07, + "rr_risk_pct": 16.04, + "rr_reward_pct": 1.17, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 2800, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 15.4 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.07每亏1元仅赚0.07元，不建议买入", + "summary": "华恒生物(688639) | 损12.93/盈15.58 | 现价15.4(-10.05%) | 距损16.04%/距盈1.17% | RR=0.07 | ⚠️盈亏比不足 | 理+3.8%实+0.0%" + } + ] }, { "code": "688795", @@ -41848,7 +54798,75 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 摩尔线程-U(688795) | 现价600.03 | -6.68% | GPU赛道跟随半导体回调，买入区560-580未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 摩尔线程-U(688795) 637.61 | 买入区间580~600，仓位3%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **摩尔线程-U(688795) | 637.61→**买入区580~600（距-5.9~-8.7%），推荐仓位3%。股价偏高，等回调600以下", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **摩尔线程(688795) 616.38** +2.73% | 买入区580-600，偏高→等回调至600以下", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-13", + "direction": "买入", + "summary": "**🟢 摩尔线程-U(688795) ¥610.55 | 买入区598.34~622.76 ✅ | RR:3.44**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + } + ], + "evaluation": [ + { + "code": "688795", + "name": "摩尔线程-U", + "evaluated_at": "2026-06-27T21:00:20.587330", + "phase": 1, + "theoretical": { + "entry_zone": "659.31~676.51", + "stop_loss": 633.01, + "take_profit": 712.38, + "entry_mid_price": 667.91, + "target_price": 712.38, + "theoretical_pnl_pct": 6.66, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 672.77, + "current_change_pct": -3.89, + "rr": 1.0, + "rr_risk_pct": 5.91, + "rr_reward_pct": 5.89, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 672.77 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现1.0每亏1元仅赚1.0元，不建议买入", + "summary": "摩尔线程-U(688795) | 损633.01/盈712.38 | 现价672.77(-3.89%) | 距损5.91%/距盈5.89% | RR=1.0 | ⚠️盈亏比不足 | 理+6.7%实+0.0%" + } + ] }, { "code": "688802", @@ -43071,7 +56089,93 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 沐曦股份-U(688802) | 现价637.60 | -5.68% | GPU赛道回调，买入区590-610未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 沐曦股份-U(688802) 664.02 | 买入区间620~650，仓位3%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-31-51" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **沐曦股份-U(688802) | 664.02→**买入区620~650（距-2.1~-6.6%），推荐仓位3%。强势持续，等回调620~650入场", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "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", + "summary": "• **沐曦股份(688802) 现价710.00 → 买入区700~740** 回调符合预期(从756回调-6%)，已在区间内，观察", + "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", + "summary": "**🟢 沐曦股份-U(688802) ¥694.89 | 买入区680.99~708.79 ✅ | RR:3.43**", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + } + ], + "evaluation": [ + { + "code": "688802", + "name": "沐曦股份-U", + "evaluated_at": "2026-06-27T21:00:20.587341", + "phase": 1, + "theoretical": { + "entry_zone": "715.79~745.01", + "stop_loss": 687.24, + "take_profit": 800.56, + "entry_mid_price": 730.4, + "target_price": 800.56, + "theoretical_pnl_pct": 9.61, + "theoretical_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 730.4, + "current_change_pct": -5.21, + "rr": 1.63, + "rr_risk_pct": 5.91, + "rr_reward_pct": 9.61, + "rr_level": "⚠️盈亏比偏低" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 730.4 + }, + "rr_level": "⚠️盈亏比偏低", + "rr_interpretation": "新买入要求R/R≥1.5，现1.63每亏1元赚1.63元，谨慎", + "summary": "沐曦股份-U(688802) | 损687.24/盈800.56 | 现价730.4(-5.21%) | 距损5.91%/距盈9.61% | RR=1.63 | ⚠️盈亏比偏低 | 理+9.6%实+0.0%" + } + ] }, { "code": "688981", @@ -44211,9 +57315,4531 @@ } ], "created_at": "2026-06-26" - } + }, + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐，关注134支撑**", + "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32" + }, + { + "date": "2026-06-01", + "direction": "买入", + "summary": "👀观望 中芯国际(688981) | 现价132.44 | -5.34% | 成交136.5亿天量，买入区125-130未触及", + "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **中芯国际(688981) 132.48** +0.03% | 买入区125-130，高于区间→观望", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "→ A股688981已有持仓，港股同步持有，成本¥76.08。", + "report_id": "cron_30908cdc44a8_2026-06-09_16-09-34" + }, + { + "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", + "summary": "{\"code\":\"688981\",\"name\":\"中芯国际-A\",\"action\":\"持有\",\"price\":125.34},", + "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": "**中芯国际(688981) 125.34(-1.54%) → 在买入区内，持有**", + "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": "**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": "• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内", + "report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30" + }, + { + "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", + "summary": "• 中芯国际(688981) 125.34(+4.41%) → 持有，在买入区118~126内(接近上沿)。止损112/目标140。300股浮盈+0.68%。", + "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": "持有", + "summary": "中芯国际-A(688981) ¥127.40(+2.74%) | 4.45%→持有", + "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35" + }, + { + "date": "2026-06-13", + "direction": "持有", + "summary": "• **中芯国际(688981)** — 持仓300股，+1.71%，持有观察", + "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **中芯国际A(688981) ¥124.88** — 买入区121.21~127.27，现价在区间中部", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "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", + "summary": "中芯A(688981) ¥124.88 +1.71% | 买入区121~127，半导体板块6/16+2.19%支撑", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-18", + "direction": "买入", + "summary": "- **中芯国际A(688981)** ¥125.58 | 半导体板块+3.97%净流入269亿是当前最强主线，继续持有，加仓等回调至122~124", + "report_id": "cron_99c06255590a_2026-06-18_08-38-18" + }, + { + "date": "2026-06-19", + "direction": "持有", + "summary": "**中芯国际A(688981) 140.70(+4.45%)** | 仓位4.13%→持有", + "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" + }, + { + "date": "2026-06-25", + "direction": "持有", + "summary": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。", + "report_id": "cron_99c06255590a_2026-06-25_08-33-37" + }, + { + "date": "2026-06-26", + "direction": "卖出", + "summary": "③中芯国际A(688981) 距止损6.3%！昨日+4.45%全跌回，趋势转弱", + "report_id": "cron_d42f2ce3b479_2026-06-26_20-06-06" + } + ], + "evaluation": [ + { + "code": "688981", + "name": "中芯国际", + "evaluated_at": "2026-06-27T21:00:20.587353", + "phase": 1, + "theoretical": { + "entry_zone": "144.77~152.01", + "stop_loss": 139.97, + "take_profit": 153.8, + "entry_mid_price": 148.39, + "target_price": 153.8, + "theoretical_pnl_pct": 3.65, + "theoretical_pnl_amount": 16.23, + "status": "in_entry_zone", + "current_price": 148.76, + "current_change_pct": -5.16, + "rr": 0.57, + "rr_risk_pct": 5.91, + "rr_reward_pct": 3.39, + "rr_level": "⚠️盈亏比不足" + }, + "actual": { + "cost_price": 0, + "shares": 300, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "in_entry_zone", + "current_price": 148.76 + }, + "rr_level": "⚠️盈亏比不足", + "rr_interpretation": "新买入要求R/R≥1.5，现0.57每亏1元仅赚0.57元，不建议买入", + "summary": "中芯国际(688981) | 损139.97/盈153.8 | 现价148.76(-5.16%) | 距损5.91%/距盈3.39% | RR=0.57 | ⚠️盈亏比不足 | 理+3.6%实+0.0%" + } + ] + }, + { + "code": "002714", + "name": "", + "timestamp": "2026-06-27T08:55:22.680982", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **牧原股份(002714) 36.75** -2.83% | 买入区36-38已处于，🟢可建仓1-2%", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + } + ], + "evaluation": [ + { + "code": "002714", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587367", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 33.56, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 33.56, + "current_change_pct": 3.71, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 33.56 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(002714) | 损None/盈None | 现价33.56(+3.71%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "002920", + "name": "", + "timestamp": "2026-06-27T08:55:22.681039", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 德赛西威(002920) ¥100.01 -0.88% — 略高于买入区95-98", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + } + ], + "evaluation": [ + { + "code": "002920", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587379", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 78.9, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 78.9, + "current_change_pct": -3.9, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 78.9 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(002920) | 损None/盈None | 现价78.9(-3.90%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "01347", + "name": "", + "timestamp": "2026-06-27T08:55:22.683564", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "- 🔥 **华虹半导体(01347)** 127.40 → 进入买入区 125-130 ✅ 目标160-170", + "report_id": "cron_5cc9e2c77a93_2026-05-21_16-07-22" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **华虹半导体(01347)** 现价132.9 买入区125-130 高于买入区2.2%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**华虹半导体(01347)** 现价130.90 买入区125-130 → 高于买入区(+0.7%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **华虹半导体(01347) 131.30 ↑2.58%** → 接近买入区125-130，但今日大涨后空间收窄，等回调", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 华虹半导体(01347) ¥150.40 -1.25% — 高于买入区125-130", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 华虹半导体(01347) | 150.40 | -1.25% | 125-130 | 🔴 远超买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**华虹半导体(01347) ¥149.50 (-1.84%)** — 买入区125-130，目标160-170。现价149尚未回调至区间，观望。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **华虹半导体(01347) 147.40** -3.22% | 买入区125-130，低于区间→观望", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + } + ], + "evaluation": [ + { + "code": "01347", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587387", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 189.5, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 189.5, + "current_change_pct": -1.71, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 189.5 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(01347) | 损None/盈None | 现价189.5(-1.71%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "09880", + "name": "", + "timestamp": "2026-06-27T08:55:22.687330", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **优必选(09880)** 现价115.6 买入区105-108 高于买入区7.0%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "**优必选(09880)** 现价113.80 买入区105-108 → 高于买入区(+5.4%)", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-33-32" + }, + { + "date": "2026-05-22", + "direction": "买入", + "summary": "• **优必选(09880) 123.10 ↑9.42%** → 大涨，远离买入区105-108，观望", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "| 优必选(09880) | 114.20 | **+6.83%** | 105-108 | 🔴 远超买入区 |", + "report_id": "cron_d3797d924ddc_2026-06-02_14-03-27" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**优必选(09880) ¥115.20 (+7.76%)** — 买入区105-108已远高于。观望等回调。", + "report_id": "cron_d3797d924ddc_2026-06-02_14-47-00" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **优必选(09880) 114.30** +6.92% | 买入区105-108，远高于→等回调", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + } + ], + "evaluation": [ + { + "code": "09880", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587394", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 90.05, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 90.05, + "current_change_pct": -2.96, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 90.05 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(09880) | 损None/盈None | 现价90.05(-2.96%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "300690", + "name": "", + "timestamp": "2026-06-27T08:55:22.689532", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **双一科技(300690)** 成本28.88/现价26.89 浮盈-6.89%(¥-398) → ✅ 在加仓区，可加", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 双一科技(300690) 25.63 | +0.95% → 🤝持有", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 双一科技(300690) | 25.67 +1.10% 🤝持有：止损23.43止盈30", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 双一科技(300690) | 25.67 | +1.10% → 🤝 持有：25.67，成本27.57，浮盈-6.9%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 双一科技(300690) | 24.69 | -3.82% | 0.98% | 止损23.5，破23.5减200股 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• 双一科技 300690 | 24.69 | -3.82% | 👀 观望，止损23.43安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• 双一科技 300690 | 24.69（-3.82%）| 浮亏-10.44%，止损23.43安全", + "report_id": "cron_d3797d924ddc_2026-06-02_11-31-31" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **双一科技(300690) | 24.86→**浮亏-9.81% | 🤝持有：止损24（距-3.5%），止盈28（距+12.6%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **双一科技(300690) | 24.77 | 浮-10.14% → 👀关注止损**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **双一科技(300690)** 24.90 **-3.00%** → 距止损24仅3.7%", + "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 双一科技(300690) | 24.95 | 止损23.43 | 安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 双一科技(300690) | 24.86 | 止损23.43 | 距+5.7%安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 双一科技(300690) | 24.86(昨) | 止损23.43 | 安全 |", + "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": "卖出", + "summary": "| 双一科技(300690) | 24.77(午休) | 止损23.43 | 距+5.4%安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 双一科技(300690) ¥24.81(-0.36%) | 止损23.43距+5.9%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 双一科技(300690) 24.76 -0.56% | 止损23.43 | 安全", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 双一科技(300690) 24.63 | 止损23.43安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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", + "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": "持有", + "summary": "{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},", + "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": "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": "4. **双一科技(300690) 接近止损** — 现价24.13，距止损23.43仅+3.0%。", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "**⚪ 双一科技(300690) 现价24.13 (-2.23%) — 距止损23.43仅+3.0%**", + "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\":\"15:31\",\"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", + "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": "卖出", + "summary": "4. **双一科技(300690)** - 现价24.86，策略：观察仓，止损23.43", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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": "持有", + "summary": "{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.27}", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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" + } + ], + "evaluation": [ + { + "code": "300690", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587406", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 22.6, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 22.6, + "current_change_pct": 1.12, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 22.6 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(300690) | 损None/盈None | 现价22.6(+1.12%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "301628", + "name": "", + "timestamp": "2026-06-27T08:55:22.690512", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [], + "evaluation": [ + { + "code": "301628", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587412", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 108.12, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 108.12, + "current_change_pct": -5.03, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 108.12 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(301628) | 损None/盈None | 现价108.12(-5.03%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "600036", + "name": "", + "timestamp": "2026-06-27T08:55:22.691322", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **招商银行(600036)** 成本38.16/现价37.32 浮盈-2.20%(¥-672) → ✅ 在加仓区，可加", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "招商银行(600036) 仓位2.83% +2.40%→ 持有，银行走强", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "卖出", + "summary": "| ⑪ | 招商银行(600036) 2.83% | 38.01 | +2.40% | 银行板块走强。止盈40.5 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 招商银行(600036) 38.15 | +0.37% → 🤝持有", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 招商银行(600036) | 38.20 +0.50% 🤝持有：止损32.43", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 招商银行(600036) | 38.20 | +0.50% → 🤝 持有：38.20，成本38.16，浮盈+0.1%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 招商银行(600036) | 38.59 | +1.02% | 2.88% | 持有，止损36.5止盈42 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 招商银行 600036 | 38.75 | +1.44% | 🤝 持有", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **招商银行(600036)** ¥38.59 | 今日+1.02% | 仓位2.83% → 持有，成本~38.16，浮盈+1.1%", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **招商银行(600036) | 38.73→**浮盈+1.50%，横盘 | 🤝持有：止损36.5（距-5.8%），止盈42（距+8.4%）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• **招商银行(600036) | 38.80 | 浮盈+1.68% → 🤝持有**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 招商银行(600036) | 38.52 | 止损36/止盈42 | 中段 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "卖出", + "summary": "| 招商银行(600036) | 38.49 -0.80% | 止损36/止盈42 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 招商银行(600036) | 38.53 | 止损36/止盈42 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 招商银行(600036) | 38.53(昨) | 止损36/止盈42 | 中间安全 |", + "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": "卖出", + "summary": "| 招商银行(600036) | 38.50(午休) | 止损36/止盈42 | 中间安全 |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 招商银行(600036) ¥38.48(-0.82%) | 止损36/止盈42", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "卖出", + "summary": "- 招商银行(600036) 38.38 -1.08% | 止损36/止盈42 | 中段安全", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 招商银行(600036) 38.59(-0.54%) | 止损36(+7.2%)/止盈42(-8.1%) | 中间安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "卖出", + "summary": "- 招商银行(600036) 38.54 | 止损36/止盈42 | 中段安全", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 招商银行(600036) | 38.58 | -0.57% | 止损36/止盈42安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "卖出", + "summary": "| 招商银行 | 600036 | 38.53(-0.70%) | 止损36/止盈42 | 中间安全 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**⑫ 招商银行(600036) | 2.90%仓位 | 持有**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"trigger\":\"止损36/止盈42，现价38.10区间内\"},", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "持有", + "summary": "**🔵 阿里(09988) 126.6 → 持有 | 中银(02388) 47.76 → 持有 | 招行(600036) 38.73 → 持有**", + "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": "持有", + "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.43},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "卖出", + "summary": "• 招商银行(600036) 38.31 距止损36+6.4% | 距止盈42+9.6%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 招商银行(600036) | 38.35 | 止损36/止盈42 | +6.5%/-9.5% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "买入", + "summary": "🟢 **招行(600036)** 38.35 | 止损36距+6.5% | 止盈42距-8.7% | 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": "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": "- 招商银行(600036) 38.35 — 止损36(+6.5%)/止盈42(-8.7%)", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 招商(600036) 38.11 — 止损36距+5.9%|止盈42距+10.2%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "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": "14. **招商银行(600036)** - 现价38.46，策略：持有等反弹", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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", + "summary": "{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.57},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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": "2026-06-15", + "direction": "买入", + "summary": "• **招商银行(600036) ¥39.34** — 买入区38.67~39.01，现价略高", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**：中芯国际A(688981) 现价130.52(买入区124.88~128.80，距上沿+1.3%)；宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, + { + "date": "2026-06-16", + "direction": "卖出", + "summary": "**招商银行(600036)** 距止损4.9%！现价38.57弱压38.95，跌破38.36减仓", + "report_id": "cron_d42f2ce3b479_2026-06-16_20-02-32" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + } + ], + "evaluation": [ + { + "code": "600036", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587419", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 36.0, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 36.0, + "current_change_pct": -0.63, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 36.0 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(600036) | 损None/盈None | 现价36.0(-0.63%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "600110", + "name": "", + "timestamp": "2026-06-27T08:55:22.692383", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "🟢 **诺德股份(600110) — 进入加仓区8.89-9.47**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **诺德股份(600110)** 成本9.66/现价9.47 浮盈-1.97%(¥-19) → ✅ 在加仓区，可加", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-22", + "direction": "持有", + "summary": "• 诺德股份(600110) | 10.00 → 今日+7.64%涨停逼近，已超成本9.66转盈，建议继续持有", + "report_id": "cron_4d2a6edd560d_2026-05-22_13-45-27" + }, + { + "date": "2026-05-22", + "direction": "卖出", + "summary": "• **诺德股份(600110) 9.98 ↑7.43%** → 扭亏为盈！今日放量大涨，短线强势，可考虑止盈半仓锁定利润", + "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 诺德股份(600110) 12.30 | -2.84% → 🤝持有，仓位极小", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 诺德股份(600110) | 12.37 -2.29% 🤝持有：止损11止盈13.5，浮盈+28%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 诺德股份(600110) | 12.37 | -2.29% → 🤝 持有：12.37，成本9.66，浮盈+28.1%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "示例：诺德600110，浮盈+21%但仅100股(市值~1178元)，不应问何时卖，应问何时能加仓", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_11-47-33" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "**⑱ 诺德股份 600110 | 0.12% | ⭐轻仓(决策已确认找加仓)**", + "report_id": "cron_d3797d924ddc_2026-06-02_12-02-28" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "2. **诺德(600110)** ¥11.78 → 浮盈+22%仅100股，回落10.5~11加仓", + "report_id": "cron_d3797d924ddc_2026-06-02_12-52-46" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **诺德股份(600110)** | 现价11.84(-4.28%) | 👀 关注加仓机会", + "report_id": "cron_d3797d924ddc_2026-06-02_13-01-26" + }, + { + "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": "2026-06-02", + "direction": "买入", + "summary": "• **诺德股份(600110) | 11.81 | 浮盈+22.26% → 🟢今日大跌！关注加仓机会**", + "report_id": "cron_d3797d924ddc_2026-06-02_14-18-05" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **诺德600110** → 轻仓找加仓机会，非卖点", + "report_id": "cron_d3797d924ddc_2026-06-02_15-18-44" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• 诺德600110浮盈+28%仅100股——不是卖点，等回调成本附近加仓", + "report_id": "cron_d3797d924ddc_2026-06-02_15-18-44" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "③ **诺德(600110)** → 轻仓找加仓机会 | entry_zone 11.5~11.8最佳11.5↓，今日最低11.33已进入", + "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **诺德股份(600110)** 11.84 **-4.28%** → ✅进入加仓窗口，关注11.3~11.5加仓", + "report_id": "cron_d3797d924ddc_2026-06-02_15-48-06" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **诺德股份(600110)** 轻仓100股，今日低至11.33进入加仓区，明日若再探11.5以下可加仓100股", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "5. **诺德股份(600110)**：回调至11.5~11.8加仓100~200股", + "report_id": "cron_d42f2ce3b479_2026-06-02_20-02-43" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "诺德600110 → 11.5~11.8加仓", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_09-41-32" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "• 诺德股份(600110) 12.08 ↑2.03% — 不跌反涨，距加仓区11.5~11.8更远，保持观察", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_09-41-32" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) | 现价12.37 ↑4.48% → 远超加仓区间**", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_10-44-19" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.37},", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_10-44-19" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "- 诺德(600110): entry_zone 11.5~11.8加仓100~200股", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_13-42-42" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "| 诺德(600110) | 12.14 | 加仓11.5~11.8 | ❌ 高于区间，观察 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_13-42-42" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "## 🔵 诺德股份(600110) — 高于加仓区间", + "report_id": "cron_bb35a0b1b5e3_2026-06-03_14-42-02" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🔵 **诺德股份(600110) 现价12.04(+1.69%) → 反弹脱离加仓区**", + "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\": \"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": "诺德600110 → entry_zone:11.5~11.8加仓100~200股", + "report_id": "cron_d3797d924ddc_2026-06-03_09-31-39" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "**★ 诺德股份(600110) 11.75 -0.76% | 浮盈+21.64% → 加仓窗口开启**", + "report_id": "cron_d3797d924ddc_2026-06-03_09-31-39" + }, + { + "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": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.16}", + "report_id": "cron_d3797d924ddc_2026-06-03_09-46-11" + }, + { + "date": "2026-06-03", + "direction": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.42},", + "report_id": "cron_d3797d924ddc_2026-06-03_10-19-49" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "| 诺德股份(600110) | 12.39 | 加仓10.5~11 | 高于区间 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" + }, + { + "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": "| 诺德股份(600110) | 12.36 +4.39% | 加仓区11.5~11.8 | 远高于区间 |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "| 诺德股份(600110) | 11.84 | 加仓10.5~11.0 | 距+7.1% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "| 诺德股份(600110) | 11.84(昨) | 加仓10.5~11.0 | 高于区间 |", + "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": "| 诺德股份(600110) | 12.36(午休+4.39%) | 加仓10.5~11.0 | 远超区间 |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "- 诺德股份(600110) ¥12.33(+4.14%↗️) | 加仓区10.5~11未到", + "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" + }, + { + "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": "- 诺德股份(600110) 12.17 +2.79% | 加仓区10.5~11.0 | 远高于区间", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "**🔵 诺德股份(600110) 12.15 涨+2.62% — 接近加仓区间上沿**", + "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": "1. 🔵 诺德股份(600110) 11.52 → 触发入场区间，建议加仓100~200股", + "report_id": "cron_d3797d924ddc_2026-06-03_14-17-44" + }, + { + "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": "- 诺德股份(600110) 11.92 | 加仓区10.5~11.0 | 未到", + "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" + }, + { + "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": "买入", + "summary": "- **诺德股份(600110)** ¥11.84 → 高于加仓区11.5~11.8 (+0.3%)", + "report_id": "cron_d3797d924ddc_2026-06-03_15-01-57" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "4. **诺德股份(600110)** ¥12.04（+1.69%）→ 今日最低11.52曾进入11.5~11.8买入区，已反弹", + "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🔵 **诺德股份(600110) 现价12.04 → 今日最低11.52，曾短暂进入买入区**", + "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": "买入", + "summary": "**诺德股份(600110)** — 现价11.84，加仓区11.5~11.8，现价略高于上沿，未进入", + "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🔵 **诺德股份(600110)** 现价11.84 → 略高于买入区11.5~11.8上沿（+0.3%），未触发。等待回调入区。", + "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": "2026-06-03", + "direction": "买入", + "summary": "| 诺德股份(600110) | 12.38 | +4.56% | 远高于加仓区11.5~11.8 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "- 🔵 诺德股份(600110) 12.34(+4.22%) — entry_zone 11.5~11.8，现价远高于区间，未触发加仓信号。", + "report_id": "cron_d39e265198ad_2026-06-03_10-51-49" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "| 诺德股份 | 600110 | 12.29(+3.80%) | 加仓区11.5~11.8 | 高于区间，观望 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "4. **诺德股份(600110) 继续走强+1.69%** — 收12.04，浮盈+24.64%但仅100股。加仓区间10.5~11.0仍未触及。", + "report_id": "cron_d42f2ce3b479_2026-06-03_20-02-50" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🔹 **诺德股份(600110)** 12.04 +1.69% 浮盈+24.64%(原+22.57%) → 关注加仓机会", + "report_id": "cron_d42f2ce3b479_2026-06-03_20-02-50" + }, + { + "date": "2026-06-03", + "direction": "买入", + "summary": "🟡 **诺德(600110)** — 若回调至10.5~11.0是加仓机会，但现价12.04距离较远，预计不会快速触发。", + "report_id": "cron_d42f2ce3b479_2026-06-03_20-02-50" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "\"诺德600110：现价XX（昨日-4.2%），决策库策略11.5~11.8加仓，今日观察是否触发区间\"", + "report_id": "cron_99c06255590a_2026-06-04_08-33-05" + }, + { + "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": "🔵 **诺德股份(600110) 现价11.48 → ⚡进入决策库加仓区间11.5以下！**", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_09-42-40" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "1. **诺德股份(600110)** 进入加仓区间，按决策库策略11.5以下为最佳加仓区", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_09-42-40" + }, + { + "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": "🔵 **诺德股份(600110) 现价11.34(-5.81%) → ⚡进入加仓区间！**", + "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\": \"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": "🔴 **诺德股份(600110) 现价11.34 → ⚠️ 异动-5.81%，进入加仓区间下沿**", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_12-41-43" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**🔴 诺德股份(600110) 现价11.40 → 暴跌-5.32%，进入最佳买入区下方**", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_13-42-38" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.54 → 进入加仓区间11.5~11.8！**", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_14-42-57" + }, + { + "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": "**🔵 诺德股份(600110) 现价11.54 → 进入加仓区间11.5~11.8**", + "report_id": "cron_bb35a0b1b5e3_2026-06-04_15-43-16" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**⑰ 诺德股份(600110) | 0.11%仓位 | ⚠️进入加仓区！**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价12.04(6/3) | 高于加仓区间，持有观察**", + "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": "**诺德股份(600110)** 现价11.87，加仓区间11.5~11.8，略高于区间上沿+0.07。浮盈+22.57%但仅100股（0.11%仓位）。", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "⚪ **诺德股份(600110) 现价11.87 → 略高于加仓区间11.5~11.8**", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.49 → 进入加仓区间**", + "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": "**🔵 诺德股份(600110) 现价11.58 → 进入加仓区间11.5~11.8**", + "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" + }, + { + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.49 | 今早加仓100股@11.5已执行**", + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.47 — batch1已执行，进入加仓区间**", + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.35 → 进入最佳加仓区（低于11.5）**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" + }, + { + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.35 | 加仓区11.5~11.8**", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "买入", + "summary": "⚪ **诺德股份(600110) 现价11.34 → 低于买入区下沿，止损安全**", + "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": "买入", + "summary": "**🔹 诺德股份(600110) 现价11.34 → 加仓区间10.5~11.0未触及**", + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.34 | batch1@11.5已执行，现价低于加仓区间**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "持有", + "summary": "**🔵 诺德股份(600110) 现价11.40 → batch1已执行@11.5，持有**", + "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" + }, + { + "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": "买入", + "summary": "🔵 **诺德股份(600110) 11.4 — 略低于加仓区间11.5~11.8**", + "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": "买入", + "summary": "2. **诺德股份(600110) 进入加仓区间** — 现价11.50，正好在加仓区间11.5~11.8的下沿。", + "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.50 (-4.49%) — 进入加仓区间11.5~11.8下沿**", + "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": "买入", + "summary": "🟡 **诺德股份(600110) 11.49** — 加仓区间11.5~11.8，现价11.49刚触及下沿，关注是否站稳11.5以上再执行加仓", + "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.55 → 在加仓区间11.5~11.8内，batch1已执行**", + "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": "买入", + "summary": "- 诺德(600110) 11.54 — 加仓分批执行中，止损10.5", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.54 → 在加仓区间内**", + "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": "买入", + "summary": "🔵 诺德股份(600110) 现价11.54 → 在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" + }, + { + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.54 — 在加仓区间11.5~11.8内**", + "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": "2026-06-04", + "direction": "买入", + "summary": "📌 诺德股份(600110) 11.39 → 离开加仓区间11.5~11.8", + "report_id": "cron_d39e265198ad_2026-06-04_10-53-10" + }, + { + "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": "2026-06-04", + "direction": "买入", + "summary": "- 诺德股份(600110): 竞价11.89/昨收12.04 → -1.25% ✅ 正常（加仓区间10.5~11.0，差+8.1%，不接近）", + "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" + }, + { + "date": "2026-06-04", + "direction": "买入", + "summary": "- 诺德股份(600110): 加仓区间10.5~11.0，竞价11.89，偏离+8.1%，未进入。", + "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "\"诺德600110：现价XX（昨日-4.2%），决策库策略11.5~11.8加仓，今日观察是否触发区间\"", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "1. **诺德股份(600110)**：现价11.54在加仓区间11.5~11.8内，按策略执行加仓", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 诺德股份(600110) 11.54 — 已在加仓区间11.5~11.8，执行加仓策略", + "report_id": "cron_99c06255590a_2026-06-05_09-17-10" + }, + { + "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": "2. 诺德股份(600110)：当前价11.54，在加仓区间11.5~11.8内", + "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11.54 → 进入加仓区间11.5~11.8**", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_09-47-19" + }, + { + "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": "2. **诺德股份(600110)** - 现价11.63，在加仓区间10.5~11.0之上，浮盈+22.57%", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_10-42-19" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **诺德股份(600110) 现价11.63 → 高于加仓区间10.5~11.0，保持持仓**", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_10-42-19" + }, + { + "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": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.60},", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_12-42-35" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **🔵 诺德股份(600110)** 现价11.60(-0.32%) → **持有**，浮盈+22.57%但仅100股，加仓区间10.5~11.0未进入", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_13-42-42" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• 🔵 **诺德股份(600110)** 现价11.60(-0.32%) → **持有观察**。6月4日已按策略在11.5~11.8区间加仓，现价仍在区间内。", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_14-43-43" + }, + { + "date": "2026-06-05", + "direction": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.6},", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_14-43-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "2. **诺德股份(600110)** - 有加仓区间", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_15-43-05" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.29 → 跌破加仓区间**", + "report_id": "cron_bb35a0b1b5e3_2026-06-05_15-43-05" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "2. **诺德股份(600110)** - 现价11.54，在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_09-21-54" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.54 → 进入加仓区间11.5~11.8**", + "report_id": "cron_d3797d924ddc_2026-06-05_09-21-54" + }, + { + "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": "• 诺德股份(600110) | 现价11.54 → 进入加仓区间11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_09-42-22" + }, + { + "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": "• 诺德股份(600110) | 现价11.54 → 买入：进入加仓区间11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_09-52-49" + }, + { + "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": "诺德股份(600110)根据portfolio.json中的分析有加仓区间10.5~11.0，当前价格11.82，已经高于加仓区间，也不在操作区间内。", + "report_id": "cron_d3797d924ddc_2026-06-05_10-06-46" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "1. **诺德股份(600110)** 现价11.65，在加仓区间11.5~11.8内，应买入", + "report_id": "cron_d3797d924ddc_2026-06-05_10-19-51" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• **诺德股份(600110)** | 现价11.65 → **买入**: 进入加仓区间11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_10-19-51" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🟢 **诺德股份(600110) 11.65** — 已入加仓区间11.5~11.8，建议加仓100~200股", + "report_id": "cron_d3797d924ddc_2026-06-05_10-19-51" + }, + { + "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": "买入", + "summary": "• 诺德股份(600110) | 现价11.63 -> 买入: 在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" + }, + { + "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": "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 → 进入加仓区间11.5~11.8内**", + "report_id": "cron_d3797d924ddc_2026-06-05_11-19-08" + }, + { + "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": "买入", + "summary": "2. **诺德股份(600110)** - 现价11.6在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🔵 **诺德股份(600110)** 现价11.6 → **在加仓区间11.5~11.8内**，按决策库策略可继续加仓", + "report_id": "cron_d3797d924ddc_2026-06-05_11-33-43" + }, + { + "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": "1. **诺德股份(600110)** - 现价11.6在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_11-48-11" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.6 → 在加仓区间11.5~11.8内**", + "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": "买入", + "summary": "**🔵 诺德股份(600110) 现价11.6 → 进入加仓区间**", + "report_id": "cron_d3797d924ddc_2026-06-05_12-02-30" + }, + { + "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": "🔵 诺德股份(600110) 现价11.6 → 进入买入区间11.5~11.8 (进入买入区间 11.5~11.8)", + "report_id": "cron_d3797d924ddc_2026-06-05_12-26-45" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "• 🟢 诺德股份(600110) 现价11.6 → 进入加仓区间11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_12-37-34" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🔵 诺德股份(600110) 现价11.6 → 加仓: 进入加仓区间 11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_12-55-17" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "🔵 诺德股份(600110) 现价11.6 → 加仓 (在加仓区间11.5~11.8内)", + "report_id": "cron_d3797d924ddc_2026-06-05_13-10-14" + }, + { + "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": "🔵 **诺德股份(600110)** 现价11.6 → **加仓**：现价11.6在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_13-20-37" + }, + { + "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": "**🔵 诺德股份(600110) 现价11.6 → 持有观察**", + "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": "买入", + "summary": "• 🔵 诺德股份(600110) 现价11.6 → 买入: 在加仓区间11.5~11.8内", + "report_id": "cron_d3797d924ddc_2026-06-05_14-50-31" + }, + { + "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": "买入", + "summary": "⚠️ 诺德股份(600110) - 连续3次在加仓区11.5~11.8外，建议重新评估区间", + "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": "买入", + "summary": "🔵 诺德股份(600110) 现价11.6 → 加仓", + "report_id": "cron_d3797d924ddc_2026-06-05_15-24-33" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "1. **诺德股份(600110)** - 现价11.23，已跌破加仓区间11.5~11.8，连续3次在区间外，建议重新评估区间", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "⚠️ 诺德股份(600110) 现价11.23 → 区间偏离：连续3次在加仓区11.5~11.8外(d=-3.6%)，建议重新评估区间", + "report_id": "cron_d3797d924ddc_2026-06-05_16-22-36" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "3. **诺德股份(600110)** - 现价11.23，策略：加仓区间11.5~11.8", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 诺德股份(600110)：加仓区间偏离，建议重新评估", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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": "2026-06-05", + "direction": "买入", + "summary": "- 诺德股份(600110) | 现价11.6 → 买入：在加仓区间11.5~11.8内 | ⚠️ 区间偏离：建议重新评估", + "report_id": "cron_d3797d924ddc_2026-06-05_16-53-38" + }, + { + "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": "**诺德股份(600110)** 现价11.6 -0.32% 浮盈+22.57% → **关注加仓机会**【加仓区间10.5~11.0】", + "report_id": "cron_d42f2ce3b479_2026-06-05_20-03-16" + }, + { + "date": "2026-06-05", + "direction": "买入", + "summary": "- 诺德股份(600110)：10.5~11.0加仓区间", + "report_id": "cron_d42f2ce3b479_2026-06-05_20-03-16" + }, + { + "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": "2026-06-05", + "direction": "买入", + "summary": "• 诺德股份(600110) 竞价11.42 (-1.04%) → 低于加仓区间11.5~11.8，可关注进入时机", + "report_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11" + }, + { + "date": "2026-06-07", + "direction": "买入", + "summary": "2. **诺德股份(600110) 加仓及时响应** — 6/4 进入加仓区间11.5~11.8后立即执行，未犹豫未拖延，加仓后浮盈+22.57%继续累积。", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-07", + "direction": "买入", + "summary": "| **诺德股份(600110)** | 11.60 | 支撑11.0 | 已加仓3100股，回调11.0观察 |", + "report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "\"诺德600110：现价XX（昨日-4.2%），决策库策略11.5~11.8加仓，今日观察是否触发区间\"", + "report_id": "cron_99c06255590a_2026-06-08_08-33-29" + }, + { + "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": "**🔴 诺德股份(600110) 现价10.87 | -3.72%逼近止损10.5**", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_12-48-38" + }, + { + "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10.62 → -5.93%异动，加仓后深度回调**", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_13-46-00" + }, + { + "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": "卖出", + "summary": "**诺德股份(600110) 现价10.74 | -4.87% — 距止损10.5仅+2.3%**", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_15-49-33" + }, + { + "date": "2026-06-08", + "direction": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 10.74},", + "report_id": "cron_bb35a0b1b5e3_2026-06-08_15-49-33" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "**⚠️ 诺德股份(600110) 现价10.74 → 低于加仓区，接近止损**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" + }, + { + "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": "**🔵 诺德股份(600110) 现价10.74 | 距止损10.5仅2.2% ⚠️区间偏离**", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "date": "2026-06-08", + "direction": "买入", + "summary": "| 诺德股份(600110) | 加仓区11.5~11.8 | 10.74 | -7.8% |", + "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" + }, + { + "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": "卖出", + "summary": "🔴 **诺德股份(600110) 现价10.74 — 距止损10.5仅+2.3%**", + "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" + }, + { + "date": "2026-06-08", + "direction": "卖出", + "summary": "- 诺德股份(600110) 逼近止损10.5，需关注", + "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": "2026-06-08", + "direction": "买入", + "summary": "5. **诺德股份(600110) 跌破加仓区** — 10.74已跌破11.5~11.8加仓区，zone_breach标记reassess", + "report_id": "cron_d42f2ce3b479_2026-06-08_20-07-37" + }, + { + "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": "2026-06-08", + "direction": "买入", + "summary": "• **诺德股份(600110)** 加仓区间11.5~11.8已失效（跌至10.71），现价在决策库range外，需重新评估", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "\"诺德600110：现价XX（昨日-4.2%），决策库策略11.5~11.8加仓，今日观察是否触发区间\"", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "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": "| 诺德股份(600110) | 10.74 | 止损清仓5100股 | 跌破10.5 | 🔴高 |", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "1. **诺德股份(600110)**：加仓区11.5~11.8 → 建议下调至10.0~10.8（连续偏离-7.8%）", + "report_id": "cron_99c06255590a_2026-06-09_08-38-14" + }, + { + "date": "2026-06-09", + "direction": "买入", + "summary": "- **诺德股份(600110)**：6/4加仓@11.5执行，6/8已跌至10.74偏离-7.8%。6/8首次提出下调建议。", + "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": "卖出", + "summary": "1. **诺德股份(600110)** — 今日近乎涨停，明日关注能否延续。若继续上攻至12.4以上，可考虑部分止盈。止损10.63", + "report_id": "cron_d42f2ce3b479_2026-06-09_20-11-28" + }, + { + "date": "2026-06-09", + "direction": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 11.81},", + "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", + "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": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.05},", + "report_id": "cron_bb35a0b1b5e3_2026-06-10_13-01-05" + }, + { + "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": "持有", + "summary": "{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.22},", + "report_id": "cron_bb35a0b1b5e3_2026-06-10_14-46-06" + }, + { + "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": "{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},", + "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": "买入", + "summary": "**诺德股份(600110) 12.20(+3.30%) → 在买入区内，持有观察**", + "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": "**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": "• 诺德股份(600110) 竞价12.38(+4.83%⚠️) → 策略买入区11.22~12.4，在上沿。昨日涨停+9.96%后继续高开强势", + "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\":\"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", + "summary": "\"诺德600110：现价XX（昨日-4.2%），决策库策略11.5~11.8加仓，今日观察是否触发区间\"", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "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": "持有", + "summary": "**诺德股份(600110) 12.28(+0.66%) | 仓位7.28%→建议持有**", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "2️⃣ 诺德股份(600110) 现价12.23(+0.25%) | 仓位7.47%→设止盈", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "• 诺德股份(600110) 12.17(-0.25%) | 仓位7.28%→建议持有+设止盈", + "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" + }, + { + "date": "2026-06-11", + "direction": "卖出", + "summary": "**1. 诺德股份(600110) 现价12.22(+9.96%) | 仓7.47%→持有/止盈13**", + "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16" + }, + { + "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", + "summary": "**② 诺德股份(600110) 加仓区间精准捕捉+暴跌后涨停逆转**", + "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "• **诺德股份(600110) ¥12.94 (+17.02%)** — 盈亏比偏低不建议加仓，设止损12.29", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-16", + "direction": "卖出", + "summary": "**诺德股份(600110)** 12.09 +5.74% — 昨日+9.96%涨停式拉升，半导体材料补涨延续，持有设止盈", + "report_id": "cron_99c06255590a_2026-06-16_08-38-28" + }, + { + "date": "2026-06-16", + "direction": "卖出", + "summary": "**诺德股份(600110)** 距止损5%！+52%浮盈但量价显示主动卖盘占优，止盈1/3锁定利润", + "report_id": "cron_d42f2ce3b479_2026-06-16_20-02-32" + } + ], + "evaluation": [ + { + "code": "600110", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587425", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 15.29, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 15.29, + "current_change_pct": -3.04, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 15.29 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(600110) | 损None/盈None | 现价15.29(-3.04%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "600188", + "name": "", + "timestamp": "2026-06-27T08:55:22.693350", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **兖矿能源(600188) 23.86** -0.50% | 日内高26低23.29大振幅，买入区23-24→已触及，🟢可轻仓建仓", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + }, + { + "date": "2026-06-02", + "direction": "买入", + "summary": "• **兖矿能源(600188)** 今日振幅11.3%（高26.0低23.29），接近买入区下沿23-24，明日若企稳可入场", + "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11" + } + ], + "evaluation": [ + { + "code": "600188", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587432", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 17.98, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 17.98, + "current_change_pct": -1.05, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 17.98 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(600188) | 损None/盈None | 现价17.98(-1.05%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "600345", + "name": "", + "timestamp": "2026-06-27T08:55:22.693417", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-06-24", + "direction": "买入", + "summary": "**自选**：长江通信(600345)涨停后等回调，距买入区>5%未入；中钨高新(000657)100.08(-2.36%)距买入区98~102约+2% 可关注。其余自选距买入区>3%暂不列。", + "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" + } + ], + "evaluation": [ + { + "code": "600345", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587438", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 65.36, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 65.36, + "current_change_pct": -10.0, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 65.36 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(600345) | 损None/盈None | 现价65.36(-10.00%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "600739", + "name": "", + "timestamp": "2026-06-27T08:55:22.694430", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-05-21", + "direction": "买入", + "summary": "辽宁成大(600739) 现价11.39 → 进入加仓区11.31-12.04，可建仓3-5%", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-11-16" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "🟡 **辽宁成大(600739) — 跌出加仓区**", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-21", + "direction": "买入", + "summary": "• **辽宁成大(600739)** 成本12.29/现价11.27 浮盈-8.30%(¥-6,732) → 📉 低于加仓区", + "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "辽宁成大(600739) 仓位6.95% +0.09%→ 持有，低位整理", + "report_id": "cron_feaad858b382_2026-05-29_14-49-31" + }, + { + "date": "2026-05-29", + "direction": "持有", + "summary": "| ⑨ | 辽宁成大(600739) 6.95% | 10.76 | +0.19% | 横盘，持有观察 |", + "report_id": "cron_feaad858b382_2026-05-29_15-50-46" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "🔴 辽宁成大(600739) | 竞价10.76 昨收10.76 | 0.00% | 仓位6.95% | 浮亏-12.5% ⛔破止损10.82", + "report_id": "cron_2d7979b753d1_2026-06-01_09-36-10" + }, + { + "date": "2026-06-01", + "direction": "卖出", + "summary": "• 辽宁成大(600739) 10.86 | +0.93% → 🤝持有，止损10.44", + "report_id": "cron_d3797d924ddc_2026-06-01_14-48-10" + }, + { + "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": "2026-06-01", + "direction": "卖出", + "summary": "• 辽宁成大(600739) | 10.86 +0.93% 🤝持有：止损10，浮亏-11.6%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" + }, + { + "date": "2026-06-01", + "direction": "持有", + "summary": "• 辽宁成大(600739) | 10.86 | +0.93% → 🤝 持有：10.86，成本12.29，浮盈-11.6%", + "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "| 辽宁成大(600739) | 10.67 | -1.75% | 6.75% | 深套持有，止损10.0 |", + "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" + }, + { + "date": "2026-06-02", + "direction": "持有", + "summary": "• 辽宁成大 600739 | 10.76 | -0.92% | 🤝 持有", + "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "🤝 辽宁成大(600739) 10.73 -1.20% | 成本12.29，止损10.0安全", + "report_id": "cron_d3797d924ddc_2026-06-02_10-17-38" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **辽宁成大(600739)**: 破10.82止损位，建议减半仓(~350股)，剩半仓止损10.20", + "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" + }, + { + "date": "2026-06-02", + "direction": "卖出", + "summary": "• **辽宁成大(600739) | 10.74→**浮亏-12.58%，开盘价附近震荡 | 🤝持有：止损10.0（距-7%安全）", + "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" + }, + { + "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": "卖出", + "summary": "| 辽宁成大(600739) | 10.63 -0.75% | 反弹止盈11.5~12 | 低于区间-7.6% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" + }, + { + "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": "卖出", + "summary": "| 辽宁成大(600739) | 10.64 | 反弹止盈11.5~12 | 距-7.5% |", + "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" + }, + { + "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": "卖出", + "summary": "| 辽宁成大(600739) | 10.64(昨) | 反弹止盈11.5~12 | 距-7.5% |", + "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": "卖出", + "summary": "| 辽宁成大(600739) | 10.62(午休) | 反弹止盈11.5~12 | 距-7.7% |", + "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" + }, + { + "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": "卖出", + "summary": "- 辽宁成大(600739) 10.59 -1.12% | 目标11.5~12减仓 | 距+9.5%", + "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" + }, + { + "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": "卖出", + "summary": "- 辽宁成大(600739) 10.65(-0.56%) | 止盈11.5~12(-7.4%) | 远离", + "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" + }, + { + "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": "2026-06-03", + "direction": "卖出", + "summary": "| 辽宁成大 | 600739 | 10.64(-0.65%) | 反弹止盈11.5~12 | 低于区间，等反弹 |", + "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" + }, + { + "date": "2026-06-04", + "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": "**⑥ 辽宁成大(600739) | 6.64%仓位 | 持有等反弹**", + "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" + }, + { + "date": "2026-06-04", + "direction": "卖出", + "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"trigger\":\"反弹至11.5~12减仓，现价10.31\"},", + "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": "持有", + "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.74},", + "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" + }, + { + "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": "卖出", + "summary": "• 辽宁成大(600739) 10.39 距止盈11.5+10.7%", + "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" + }, + { + "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": "卖出", + "summary": "| 辽宁成大(600739) | 10.4 | 止盈11.5~12 | -9.6% |", + "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" + }, + { + "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": "- 辽宁成大(600739) 10.4 — 远低于减仓区11.5~12", + "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" + }, + { + "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": "- 辽宁成大(600739) 10.33 — 止盈11.5~12距+11~16%", + "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" + }, + { + "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", + "summary": "- **辽宁成大(600739)**: 等待反弹至11.5~12减仓", + "report_id": "cron_99c06255590a_2026-06-05_09-24-41" + }, + { + "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": "9. **辽宁成大(600739)** - 现价10.37，策略：持有等反弹", + "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" + }, + { + "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\":\"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", + "summary": "{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.15},", + "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" + }, + { + "date": "2026-06-09", + "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": "2026-06-10", + "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": "2026-06-15", + "direction": "买入", + "summary": "• **辽宁成大(600739) ¥10.32** — 买入区9.91~10.13，现价略高", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-19", + "direction": "卖出", + "summary": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281", + "report_id": "cron_99c06255590a_2026-06-19_08-32-54" + } + ], + "evaluation": [ + { + "code": "600739", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587444", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 10.03, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 10.03, + "current_change_pct": -4.75, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 10.03 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(600739) | 损None/盈None | 现价10.03(-4.75%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "603259", + "name": "", + "timestamp": "2026-06-27T08:55:22.695573", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "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": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", + "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34" + }, + { + "date": "2026-06-10", + "direction": "买入", + "summary": "• 药明康德(603259) 97.04(+3.81%) → 触及买入区上沿97.00，持有。止损90/止盈105，仓位1.89%", + "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" + }, + { + "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": "买入", + "summary": "**药明康德(603259) 97.04(+3.81%) → 触及买入区上沿，可持有**", + "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16" + }, + { + "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", + "summary": "• 药明康德(603259) 97.04 → 持有，略高于买入区93.5~97.0上沿。止损90/止盈105。200股浮盈+0%。", + "report_id": "cron_99c06255590a_2026-06-11_08-45-23" + }, + { + "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", + "summary": "• **药明康德(603259) ¥99.71** — 买入区96.57~98.23，现价略高", + "report_id": "cron_99c06255590a_2026-06-15_08-41-00" + }, + { + "date": "2026-06-15", + "direction": "买入", + "summary": "**自选距买入区±3%内**：中芯国际A(688981) 现价130.52(买入区124.88~128.80，距上沿+1.3%)；宁德时代(300750) 现价398.1(买入区391.71~399.", + "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33" + }, + { + "date": "2026-06-16", + "direction": "卖出", + "summary": "**药明康德(603259)** 96.95 持平 — 新仓成本95.26，止损90/止盈105，持有观察", + "report_id": "cron_99c06255590a_2026-06-16_08-38-28" + }, + { + "date": "2026-06-17", + "direction": "买入", + "summary": "药明康德(603259) ¥99.71 +0.41% | 买入区96.6~98.2，带下影阳线偏多", + "report_id": "cron_99c06255590a_2026-06-17_08-35-59" + }, + { + "date": "2026-06-19", + "direction": "持有", + "summary": "**药明康德(603259) 102.72(+4.60%)** | 仓位4.02%→持有", + "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" + } + ], + "evaluation": [ + { + "code": "603259", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587454", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 118.18, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 118.18, + "current_change_pct": 0.82, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 118.18 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(603259) | 损None/盈None | 现价118.18(+0.82%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "688403", + "name": "", + "timestamp": "2026-06-27T08:55:22.695762", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [ + { + "date": "2026-06-01", + "direction": "买入", + "summary": "• 汇成股份(688403) | — → 买入区间19-20，仓位3-5%【两周内有效】半导体封测标的，回调后可关注。", + "report_id": "cron_bb35a0b1b5e3_2026-06-01_10-46-18" + } + ], + "evaluation": [ + { + "code": "688403", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587461", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 39.3, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 39.3, + "current_change_pct": -4.84, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 39.3 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(688403) | 损None/盈None | 现价39.3(-4.84%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] + }, + { + "code": "688668", + "name": "", + "timestamp": "2026-06-27T08:55:22.696972", + "type": "历史建议汇总", + "current": "自动从update_data同步", + "status": "inactive", + "updated_by": "system(update_data)", + "advice_timeline": [], + "evaluation": [ + { + "code": "688668", + "name": "", + "evaluated_at": "2026-06-27T21:00:20.587467", + "phase": 1, + "theoretical": { + "entry_zone": "N/A", + "stop_loss": null, + "take_profit": null, + "entry_mid_price": 376.01, + "target_price": null, + "theoretical_pnl_pct": 0, + "theoretical_pnl_amount": 0, + "status": "safe", + "current_price": 376.01, + "current_change_pct": -6.44, + "rr": null, + "rr_risk_pct": null, + "rr_reward_pct": null, + "rr_level": "" + }, + "actual": { + "cost_price": 0, + "shares": 0, + "position_pct": 0, + "actual_pnl_pct": 0, + "actual_pnl_amount": 0, + "status": "safe", + "current_price": 376.01 + }, + "rr_level": "", + "rr_interpretation": "止损或止盈缺失，无法计算R/R", + "summary": "(688668) | 损None/盈None | 现价376.01(-6.44%) | 距损None%/距盈None% | RR=None | | 理+0.0%实+0.0%" + } + ] } ], - "total": 38, + "total": 52, "regenerated_at": "2026-06-26 23:05" } \ No newline at end of file diff --git a/data/stocks/00981.json b/data/stocks/00981.json index 4cb0bbe..ad07a0f 100644 --- a/data/stocks/00981.json +++ b/data/stocks/00981.json @@ -140,6 +140,11 @@ "time": "2026-06-13T08:55:44.603634", "content": "**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" + }, + { + "time": "2026-06-27T08:55:10.246988", + "content": "②中芯国际H(00981) 距止损6.3%！-6.98%跌破弱撑77.62", + "report_id": "cron_d42f2ce3b479_2026-06-26_20-06-06" } ] } \ No newline at end of file diff --git a/data/stocks/688981.json b/data/stocks/688981.json index 397904c..187429a 100644 --- a/data/stocks/688981.json +++ b/data/stocks/688981.json @@ -116,6 +116,11 @@ "content": "**中芯国际A(688981) 140.70(+4.45%)** | 仓位4.13%→持有", "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49" }, + { + "time": "2026-06-27T08:55:10.246988", + "content": "③中芯国际A(688981) 距止损6.3%！昨日+4.45%全跌回，趋势转弱", + "report_id": "cron_d42f2ce3b479_2026-06-26_20-06-06" + }, { "time": "2026-06-11T08:55:23.441938", "content": "• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内", diff --git a/data/watchlist.json.bak2 b/data/watchlist.json.bak2 new file mode 100644 index 0000000..7bf7eb9 --- /dev/null +++ b/data/watchlist.json.bak2 @@ -0,0 +1,666 @@ +{ + "stocks": [ + { + "code": "02388", + "name": "中银香港", + "added_at": "2026-06-21 02:51:30", + "stop_loss": 41.15, + "take_profit": 49.62, + "entry_low": 44.65, + "entry_high": 46.36, + "action": null, + "analysis": { + "stop_loss": 41.15, + "take_profit": 49.62, + "entry_low": 44.65, + "entry_high": 46.36, + "action": "盈利持有 | 目标49.62 | 止损41.15 | 买入区44.65~46.36 | 信号:关注", + "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:41.58 弱撑:44.9 弱压:46.32 强压:49.62", + "reassessed_at": "2026-06-26 23:04", + "status": "updated", + "rr_ratio": 2.96, + "action_note": "", + "timing_signal": "关注" + }, + "trigger": { + "stop_loss": 41.15, + "entry_zone": "44.65~46.36", + "take_profit_zone": "0~49.62" + } + }, + { + "code": "01888", + "name": "建滔积层板", + "added_at": "2026-06-21 02:51:30", + "stop_loss": null, + "take_profit": null, + 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"stop_loss": 45.81, + "entry_zone": "46.29~48.17", + "take_profit_zone": "0~51.75" + } + } + ] +} \ No newline at end of file diff --git a/scripts/clean_watchlist.py b/scripts/clean_watchlist.py new file mode 100644 index 0000000..818a239 --- /dev/null +++ b/scripts/clean_watchlist.py @@ -0,0 +1,57 @@ +#!/usr/bin/env python3 +"""Remove held stocks from watchlist""" + +import json, os + +WL = "/home/hmo/web-dashboard/data/watchlist.json" +DEC = "/home/hmo/web-dashboard/data/decisions.json" + +holding_codes = set() +pf = json.load(open("/home/hmo/web-dashboard/data/portfolio.json")) +for h in pf.get("holdings", []): + c = h.get("code", "") + if c: + holding_codes.add(c) + +print(f"持仓 codes: {sorted(holding_codes)}") + +# Load watchlist +wl = json.load(open(WL)) +stocks = wl.get("stocks", []) +before = len(stocks) + +# Remove held stocks +new_stocks = [s for s in stocks if s.get("code") not in holding_codes] +removed = [s for s in stocks if s.get("code") in holding_codes] + +after = len(new_stocks) +wl["stocks"] = new_stocks + +# Backup +os.rename(WL, WL + ".bak2") +json.dump(wl, open(WL, "w"), indent=2, ensure_ascii=False) + +print(f"\n自选: {before} → {after} 只") +print(f"移除 {len(removed)} 只:") +for r in removed: + print(f" {r['code']} {r.get('name','')}") + +# Also update decisions.json - set them to "managed_by_holdings" or remove watchlist-only fields +dec = json.load(open(DEC)) +dec_changed = 0 +for d in dec.get("decisions", []): + code = d.get("code", "") + if code in [r["code"] for r in removed]: + # Remove watchlist-specific tags + if d.get("tag") == "watchlist": + d["tag"] = "managed_by_holdings" + dec_changed += 1 + +if dec_changed: + os.rename(DEC, DEC + ".bak3") + json.dump(dec, open(DEC, "w"), indent=2, ensure_ascii=False) + print(f"\ndecisions.json: {dec_changed} 只更新标签") +else: + print(f"\ndecisions.json: 无需更新") + +print("\nDONE")