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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
commit aa0f740381
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watchlist.json
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{
"stocks": [
{
"code": "02388",
"name": "中银香港",
"price": 47.7,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "",
"reason": "回调-0.95%至47.80，止损46安全，继续持有观察",
"updated_at": "2026-06-02T10:46:11.973827"
}
},
{
"code": "01888",
"name": "建滔集团",
"price": 58.6,
"analysis": {
"buy_low": "55",
"buy_high": "60",
"position_recommend": "0%",
"reason": "+9.55%暴涨至54.25远超原买入区45~47。今日高55.30低49.52，52周高58.85。建议上调买入区至50~53，等回调再考虑。",
"updated_at": "2026-06-03T17:34:00"
}
},
{
"code": "01088",
"name": "中国神华",
"price": 46.08,
"analysis": {
"buy_low": "45",
"buy_high": "46",
"position_recommend": "3%",
"reason": "-2.58%走弱至46.02接近买入区间，触及45可建仓。",
"updated_at": "2026-06-02T14:42:56.675227"
}
},
{
"code": "01211",
"name": "比亚迪股份",
"price": 88.95,
"analysis": {
"buy_low": null,
"buy_high": null,
"position_recommend": null,
"reason": "大涨+5.34%",
"updated_at": "2026-06-02T11:01:41.539019"
}
},
{
"code": "002594",
"name": "比亚迪",
"price": 90.75,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "已有H股持仓01211不重复建仓。+3.37%至96.81。",
"updated_at": "2026-06-02T14:42:56.675259"
}
},
{
"code": "09868",
"name": "小鹏汽车-W",
"price": 61.7,
"analysis": {
"buy_low": "60",
"buy_high": "64",
"position_recommend": "3%",
"reason": "今日跌5.3%至68.2，破原买入区70~72。港股科技共振回调，预计仍有下行空间。买入区下调至65~68（原62~65→上调70~72→现再调至65~68）。3%以下轻仓试探。",
"updated_at": "2026-06-03 15:30"
}
},
{
"code": "688795",
"name": "摩尔线程-U",
"price": 614.5,
"analysis": {
"buy_low": "620",
"buy_high": "650",
"position_recommend": "0%",
"reason": "+8.35%暴涨至667.85远超原买入区580~600。今日高688.69低610.00。建议上调买入区至620~650，等回调再考虑。",
"updated_at": "2026-06-03T17:34:00"
}
},
{
"code": "688802",
"name": "沐曦股份-U",
"price": 708.9,
"analysis": {
"buy_low": "700",
"buy_high": "740",
"position_recommend": "0%",
"reason": "+14.01%暴涨至756.40远超原买入区620~650。今日高762.70低656.66。建议上调买入区至700~740，等回调再考虑。",
"updated_at": "2026-06-03T17:34:00"
}
},
{
"code": "06160",
"name": "百济神州",
"price": 161.4,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "",
"reason": "百济神州168.30跌-1.87%止损已击穿，建议清仓",
"updated_at": "2026-06-02T10:46:11.973846"
}
},
{
"code": "02359",
"name": "药明康德",
"price": 119.2,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "-0.08%持平暂观。",
"updated_at": "2026-06-02T14:42:56.675243"
}
},
{
"code": "02628",
"name": "中国人寿",
"price": 27.16,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "-1.66%走弱暂观。",
"updated_at": "2026-06-02T14:42:56.675246"
}
},
{
"code": "00968",
"name": "信义光能",
"price": 2.44,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "-1.55%走弱暂观。",
"updated_at": "2026-06-02T14:42:56.675248"
}
},
{
"code": "06869",
"name": "长飞光纤",
"price": 248.0,
"analysis": {
"buy_low": "240",
"buy_high": "255",
"position_recommend": "0%",
"reason": "+10.65%暴涨至257.6远超原买入区210~220。今日高273.00低241.20，52周高283。连续大涨后存在回调需求，建议上调买入区至240~255。",
"updated_at": "2026-06-03T17:34:00"
}
},
{
"code": "02318",
"name": "中国平安",
"price": 56.85,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "+0.39%暂观。",
"updated_at": "2026-06-02T14:42:56.675250"
}
},
{
"code": "688639",
"name": "华恒生物",
"price": 20.57,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "",
"reason": "华恒生物22.88跌-2.93%止损已破，等待反弹24+减仓",
"updated_at": "2026-06-02T10:46:11.973857"
}
},
{
"code": "300548",
"name": "博创科技",
"price": 231.8,
"analysis": {
"buy_low": "230",
"buy_high": "235",
"position_recommend": "2%",
"reason": "+7.26%站稳230确认可追，回调至230~235建仓。",
"updated_at": "2026-06-02T14:42:56.675237"
}
},
{
"code": "300124",
"name": "汇川技术",
"price": 74.09,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "+2.51%温和走强暂观。",
"updated_at": "2026-06-02T14:42:56.675252"
}
},
{
"code": "01070",
"name": "TCL电子",
"price": 13.71,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "-3.01%走弱至13.86暂观。",
"updated_at": "2026-06-02T14:42:56.675241"
}
},
{
"code": "09988",
"name": "阿里巴巴-W",
"price": 117.6,
"analysis": {
"buy_low": null,
"buy_high": null,
"position_recommend": null,
"reason": "大涨+5.86%可关注",
"updated_at": "2026-06-02T11:01:41.539017"
}
},
{
"code": "00700",
"name": "腾讯控股",
"price": 443.8,
"analysis": {
"buy_low": null,
"buy_high": null,
"position_recommend": null,
"reason": "暴涨+7.75%逼近止盈470",
"updated_at": "2026-06-02T11:01:41.539014"
}
},
{
"code": "02202",
"name": "万科企业",
"price": 2.57,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "",
"reason": "万科企业2.83微涨+1.8%，深套持有",
"updated_at": "2026-06-02T10:46:11.973869"
}
},
{
"code": "688981",
"name": "中芯国际",
"price": 122.2,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "+0.46%暂观。",
"updated_at": "2026-06-02T14:42:56.675254"
}
},
{
"code": "01478",
"name": "丘钛科技",
"price": 8.72,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "",
"reason": "丘钛科技10.07跌-1.66%，深套-26.48%暂持",
"updated_at": "2026-06-02T10:46:11.973872"
}
},
{
"code": "001309",
"name": "德明利",
"price": 609.33,
"analysis": {
"buy_low": "",
"buy_high": "",
"position_recommend": "0%",
"reason": "+1.40%暂观。",
"updated_at": "2026-06-02T14:42:56.675257"
}
}
],
"updated_at": "2026-06-09T10:37:14.666515"
}