MoFin 初始提交
完整数据采集+分析管道: - market_watch.py:90行业板块采集(同花顺/东方财富) - 市场精选推荐 cron:全市场分析+候选池+星级推荐 - price_monitor.py:持仓/自选高频价格监控 - refresh_mtf_cache.py:多周期K线缓存 - 策略评估/知识萃取管道 文档:docs/ 含完整需求+架构设计 注意:尚未配置 git remote,笑笑接手后自行配置
This commit is contained in:
@@ -0,0 +1,49 @@
|
||||
{
|
||||
"scan_date": "2026-06-06",
|
||||
"scan_type": "weekly_proactive",
|
||||
"market_context": "本周科创50-4.01%/创业板-3.20%/恒科-1.75%大跌,半导体净流出283亿、电力-4.22%、贵金属-1.9%;银行+1.13%净流入25.76亿、光学光电子+1.20%净流入30.68亿逆势走强",
|
||||
"watchlist_opportunities": [
|
||||
{
|
||||
"code": "01088",
|
||||
"name": "中国神华",
|
||||
"price": 46.10,
|
||||
"buy_zone": "45~46",
|
||||
"trigger": "已接近买入区下沿(现46.10),跌至45可建仓3%",
|
||||
"logic": "煤电高股息防御(股息率约7%),市场恐慌时资金避险首选",
|
||||
"priority": "高"
|
||||
},
|
||||
{
|
||||
"code": "09868",
|
||||
"name": "小鹏汽车-W",
|
||||
"price": 65.00,
|
||||
"buy_zone": "65~68",
|
||||
"trigger": "已跌至买入区下沿(现65.00),止损64破即止损",
|
||||
"logic": "已建仓400股,下沿可考虑加仓但需谨慎(整体新能源弱势)",
|
||||
"priority": "中"
|
||||
}
|
||||
],
|
||||
"new_targets": [
|
||||
{
|
||||
"code": "600900",
|
||||
"name": "长江电力",
|
||||
"sector": "电力/水电",
|
||||
"logic": "电力板块周五暴跌-4.22%(主力净流出158.93亿),水电龙头超跌反弹机会;防御属性强、股息率3.5%+",
|
||||
"watch_zone": "需查具体价位"
|
||||
}
|
||||
],
|
||||
"downgrades": [
|
||||
{
|
||||
"code": "300548",
|
||||
"name": "长芯博创",
|
||||
"current": 219.00,
|
||||
"old_buy_zone": "238~245(daily_review 6/3建议)",
|
||||
"issue": "周五-4.78%暴跌至219,远低于原买入区,结合半导体板块系统性流出,需重新评估而非贸然抄底"
|
||||
},
|
||||
{
|
||||
"code": "688411",
|
||||
"name": "海博思创",
|
||||
"current": 260.01,
|
||||
"issue": "连续3日下跌-5.42%/-3.37%/-4.91%,已破止损265(daily_review 6/4建议);浮盈大幅收窄需触发减仓"
|
||||
}
|
||||
]
|
||||
}
|
||||
Reference in New Issue
Block a user