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

data/reports/cron_bb35a0b1b5e3_2026-06-11_12-55-16.json

@@ -0,0 +1,22 @@
+{
+  "title": "Cron Job: 持仓情报-盘中",
+  "type": "盘中",
+  "created_at": "2026-06-12T08:55:34.669098",
+  "summary": "**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-11 12:55:15\n**Schedule:** 40 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delive",
+  "content": "# Cron Job: 持仓情报-盘中\n\n**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-11 12:55:15\n**Schedule:** 40 9-16 * * 1-5\n\n## Prompt\n\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered to the user — do NOT use send_message or try to deliver the output yourself. Just produce your report/output as your final response and the system handles the rest. SILENT: If there is genuinely nothing new to report, respond with exactly \"[SILENT]\" (nothing else) to suppress delivery. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more.]\n\n【持仓情报-盘中】每小时40分推送\n\n一、时间：9:30-16:00，否则→SILENT\n二、数据：portfolio.json + decisions.json + 腾讯行情\n\n三、输出格式（三段式，不超800字）：\n\n【⚡ 重点推荐操作】（最多3只）\n股票名(代码) 现价X(±X%) | 仓位X%→建议Y%\n技术面：强阻力X/弱阻力X/强支撑X/弱支撑X\n操作：唯一动词+具体价位\n\n【⚠️ 风险关注】（最多3只）\n每只：股票名(代码) 现价X 仓位X% → 距止损X%！原因\n\n【📋 其余持仓】\nA股：行概括 | 港股：行概括\n\n【💡 自选关注】（只列距买入区±3%的）\n\n四、铁律同快速盯盘（禁止选择题/模糊词/借口，仓位技术必写）\n\n## Response\n\nNow I have all the data I need. Let me compile the report.\n\n🕐 6/11(四) 12:40 盘中情报\n\n【⚡ 重点推荐操作】\n**诺德股份(600110) 12.28(+0.66%) | 仓位7.28%→建议持有**\n技术面：强阻力14.17/弱阻力12.64/强支撑10.63/弱支撑10.98\n操作：持有，设部分止盈13.50(+20.9%)锁利\n\n**腾讯控股(00700) 458.60(-1.50%) | 仓位5.50%→建议持有**\n技术面：强阻力528.77/弱阻力505.78/强支撑390.83/弱支撑413.82\n操作：持有，今日回调属正常波动，策略区间内继续持有\n\n**中国神华(01088) 45.38(+0.27%) | 仓位2.67%→建议持有**\n技术面：强阻力52.0/弱阻力46.0/强支撑42.0/弱支撑44.0\n操作：持有，低位防御仓位，股息率约7%高股息\n\n【⚠️ 风险关注】\n**丘钛科技(01478) 现价7.84 仓位10.23% → ⚠️已跌破止损7.9！**\n原因：现价7.84低于止损位7.9，成本13.81深亏-43.2%，最大仓位已触发止损线\n\n**阿里巴巴(09988) 现价107.90 仓位9.25% → 距止损103.75仅+4.0%！**\n原因：今日-4.93%急跌，已跌破买入区下沿108.47，若继续下行将触碰止损103.75\n\n**黄金ETF(518880) 现价8.436 仓位2.49% → 距成本-30.8%！黄金-3.43%大跌**\n原因：国际金价走弱带动，成本12.19深套，建议观望不补仓\n\n【📋 其余持仓】\nA股：紫金矿业601899(7.86%)-1.55%折价-29.3%深套；辽宁成大600739(7.81%)-1.50%；法拉电子600563(3.65%)-3.70%；中科电气300035(2.79%)-3.77%；博创科技300548(2.67%)-1.78%；药明康德603259(2.29%)-0.73%浮盈+1.1%；\n双一科技300690(1.10%)-1.95%；宁德300750(4.57%)-1.86%；中芯A 688981(4.45%)+0.38%；\n\n港股：比亚迪H 01211(6.05%)-2.13%成本95.9浮亏-12.1%策略区间内；万科02202(6.02%)+1.15%策略区间内；中银香港02388(5.46%)+1.12%浮盈+6.9%持有；中芯H 00981(4.21%)-2.07%\n\n【💡 自选关注】\n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%\n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\n",
+  "stocks_mentioned": [
+    "001309",
+    "002594",
+    "00700",
+    "00981",
+    "01088",
+    "01211",
+    "01478",
+    "09988",
+    "518880",
+    "600110",
+    "688981"
+  ],
+  "structured": null,
+  "_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16"
+}