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
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知微 (MoFin)
2026-06-20 12:04:21 +08:00
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{
"code": "603259",
"history": [
{
"time": "2026-06-11T08:55:22.591626",
"content": "• 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"
},
{
"time": "2026-06-11T08:55:22.591626",
"content": "{\"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"
},
{
"time": "2026-06-15T08:55:17.001525",
"content": "• **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"
},
{
"time": "2026-06-16T08:55:43.793441",
"content": "**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"
},
{
"time": "2026-06-17T08:55:49.338608",
"content": "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"
},
{
"time": "2026-06-11T08:55:23.397094",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.397094",
"content": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
"report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
},
{
"time": "2026-06-11T08:55:23.385966",
"content": "• 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"
},
{
"time": "2026-06-11T08:55:23.385966",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.373283",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.373283",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.371021",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.371021",
"content": "{\"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"
},
{
"time": "2026-06-11T08:55:23.369272",
"content": "**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"
},
{
"time": "2026-06-11T08:55:23.369272",
"content": "{\"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"
},
{
"time": "2026-06-16T08:55:43.812327",
"content": "**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"
},
{
"time": "2026-06-20T08:55:13.499309",
"content": "**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"
},
{
"time": "2026-06-12T08:55:35.665176",
"content": "• **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"
},
{
"time": "2026-06-12T08:55:35.665176",
"content": "{\"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"
}
]
}