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_d42f2ce3b479_2026-06-15_20-06-33.json

@@ -0,0 +1,22 @@
+{
+  "title": "Cron Job: 持仓情报-盘后",
+  "type": "盘后",
+  "created_at": "2026-06-16T08:55:43.812327",
+  "summary": "**Job ID:** d42f2ce3b479\n**Run Time:** 2026-06-15 20:06:32\n**Schedule:** 0 20 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
+  "content": "# Cron Job: 持仓情报-盘后\n\n**Job ID:** d42f2ce3b479\n**Run Time:** 2026-06-15 20:06:32\n**Schedule:** 0 20 * * 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-盘后】每日20:00完整复盘。时间不符→SILENT\n读当日所有报告做纵向对比。输出三段式不超800字：\n\n【⚡ 重点推荐操作】（最多3只）判断修正/操作回顾。\n股票名(代码) 现价X(±X%) | 仓位X%→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）按紧急程度\n距止损X%！原因+操作建议\n\n【📋 其余持仓+自选】\nA股行概括|港股行概括|自选只列距买入区±3%的\n\n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\n【⚡ 重点推荐操作】（3只）\n\n**诺德股份(600110) 现价14.23(+6.96%) | 仓位4.21%→4.21%**\n技术面：强阻力15.95/弱阻力14.44/强支撑12.09/弱支撑12.94\n操作：持有上移止损至13.52。今日跳空涨停后回落但仍强势，浮盈52.65%为组合最佳，盈亏比2.42良好，让利润奔跑不提前止盈。\n\n**博创科技(300548) 现价268.84(+20.0%盘中涨停) | 仓位2.67%→3.06%**\n技术面：强阻力300.8/弱阻力282.12/强支撑210.32/弱支撑224.03\n操作：全持设移动止损255.4。今日创业板涨停+20%验证小仓位大利润规则，仓位<5%+浮盈>10%禁止推荐卖一半，止损位保护利润。\n\n**紫金矿业(601899) 现价31.31(+7.39%) | 仓位7.86%→8.55%**\n技术面：强阻力32.0/弱阻力31.64/强支撑27.48/弱支撑29.09\n操作：持有等收盘后更新止盈32.0。今日放量突破原深套止盈30.06，新止盈已重算，盘中不调参数。\n\n【⚠️ 风险关注】\n\n**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：深套持有，止损7.51保护底线，不加仓不补仓。\n\n**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>10%禁止补仓/加仓，止损104.67若跌破则执行清仓。\n\n**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/bearish）。操作：深套持有，止损7.59。\n\n【📋 其余持仓+自选】\n\n**A股行情概括**：诺德+6.96%/博创+20%涨停/紫金+7.39%领涨；中科电气+4.63%/法拉电子+1.15%/招商银行+0.13%小幅反弹；中芯A+3.53%/药明康德+3.29%温和走强。宁德时代-0.32%微跌。整体强势。\n\n**港股行情概括**：腾讯-0.23%/阿里巴巴-0.24%/中芯H+0.03%横盘；比亚迪H-0.11%/万科-0.2%微跌；中银香港+0.2%稳中有升。港股整体偏弱于A股。\n\n**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391.71~399.80，距上沿-0.4%)；腾讯(00700) 现价459.6(买入区453.47~465.13，在区内)；药明康德(603259) 现价99.37(买入区98.22~98.99，距上沿+0.4%)；招商银行(600036) 现价38.95(买入区38.66~39.02，在区内)。\n",
+  "stocks_mentioned": [
+    "00700",
+    "01478",
+    "09988",
+    "300548",
+    "300750",
+    "518880",
+    "600036",
+    "600110",
+    "601899",
+    "603259",
+    "688981"
+  ],
+  "structured": null,
+  "_id": "cron_d42f2ce3b479_2026-06-15_20-06-33"
+}