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/stocks/688802.json

@@ -0,0 +1,45 @@
+{
+  "code": "688802",
+  "history": [
+    {
+      "time": "2026-06-06T16:55:42.121807",
+      "content": "• **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"
+    },
+    {
+      "time": "2026-06-06T16:55:42.121807",
+      "content": "{\"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"
+    },
+    {
+      "time": "2026-06-01T15:56:03.416800",
+      "content": "👀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"
+    },
+    {
+      "time": "2026-06-02T12:55:54.837962",
+      "content": "• 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"
+    },
+    {
+      "time": "2026-06-02T13:56:05.498180",
+      "content": "• **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"
+    },
+    {
+      "time": "2026-06-04T12:56:22.977655",
+      "content": "🟢 **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"
+    },
+    {
+      "time": "2026-06-04T12:56:22.977655",
+      "content": "{\"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"
+    },
+    {
+      "time": "2026-06-14T08:55:34.460610",
+      "content": "**🟢 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"
+    }
+  ]
+}