From cd8eba74e46219d714f75a72dd8c15d176a01931 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= Date: Fri, 3 Jul 2026 09:31:27 +0800 Subject: [PATCH] =?UTF-8?q?HK=E8=82=A1=E6=95=B0=E6=8D=AE=E6=B8=85=E6=B4=97?= =?UTF-8?q?=EF=BC=9A=E6=88=90=E6=9C=AC/=E4=BB=B7=E6=A0=BC=E5=8F=8C?= =?UTF-8?q?=E5=B8=81=E7=A7=8D=E6=A0=87=E8=AE=B0?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit portfolio.json: 港股cost_currency=HKD, cost_cny, price_hkd字段 decisions.json: 港股currency=HKD, 所有价格字段分存_hkd/_cny 修复建滔积层板浮亏-24%→-12.8%问题 根因:cost=88.22HKD被标成CNY,脚本转换价后错算浮亏 --- .../strategy_lifecycle.cpython-312.pyc | Bin 107920 -> 107909 bytes data/decisions.json | 1976 ++++++++++------- data/mofin.db-shm | Bin 0 -> 32768 bytes data/mofin.db-wal | Bin 0 -> 94792 bytes data/multi_tf_cache.json | 624 ++---- data/portfolio.json | 122 +- data/price_events.json | 140 ++ data/price_history.json | 164 +- data/stocks/00700.json | 5 + data/stocks/00981.json | 5 + 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"shares": 0, "avg_price": 0, - "action": "盈利持有 | ⚠️盈亏比不足1:1.5,不建议买入 | 目标105.53 | 止损91.89 | 买入区95.95~97.35", - "stop_loss": 91.89, - "entry_low": 95.95, - "entry_high": 97.35, - "tech_snapshot": "形态:带上影阳线/neutral 量价:主动买盘占优 强撑:86.35 弱撑:91.89 弱压:102.71 强压:105.53 | MA5=96.14 MA10=99.58 MA20=88.89 MA60=68.08", - "timing_signal": "信号不充分", - "rr_ratio": 1.27, - "status": "review", - "note": "⚠️盈亏比不足1:1.5,不建议买入", - "timestamp": "2026-07-02 13:40", - "updated_at": "2026-07-02 13:40", + "action": "盈利持有 | 目标105.82 | 止损93.58 | 买入区93.1~96.9 | 信号:关注", + "stop_loss": 93.58, + "entry_low": 93.1, + "entry_high": 96.9, + "tech_snapshot": "形态:平盘/neutral 量价:主动买盘占优 强撑:87.33 弱撑:95.0 弱压:97.03 强压:105.82 | MA5=96.75 MA10=99.88 MA20=89.04 MA60=68.13", + "timing_signal": "关注", + "rr_ratio": 7.62, + "status": "active", + "note": "", + "timestamp": "2026-07-03 09:26", + "updated_at": "2026-07-03 09:26", "type": "自选策略", "source": "auto", - "sector_context": "", + "sector_context": "大盘上涨比38.9%", "stock_category": "中短线", "position_advice": "中等仓位", "time_horizon": "2~6周", "trigger": { - "stop_loss": 91.89, - "entry_zone": "95.95~97.35", - "take_profit_zone": "0~105.53" + "stop_loss": 93.58, + "entry_zone": "93.1~96.9", + "take_profit_zone": "0~105.82" }, - "created_at": "2026-07-02 13:40", - "take_profit": 105.53, + "created_at": "2026-07-03 09:26", + "take_profit": 105.82, "changelog": [ { - "date": "2026-07-02 13:40", + "date": "2026-07-03 09:26", "old_action": "", - "new_action": "盈利持有 | ⚠️盈亏比不足1:1.5,不建议买入 | 目标105.53 | 止损91.89 | 买入区95.95~97.35", - "reason": "初始策略创建 | 形态:带上影阳线/neutral 量价:主动买盘占优 强撑:86.35 弱撑:91.89 弱压:102.71 强压:10", + "new_action": "盈利持有 | 目标105.82 | 止损93.58 | 买入区93.1~96.9 | 信号:关注", + "reason": "初始策略创建 | 形态:平盘/neutral 量价:主动买盘占优 强撑:87.33 弱撑:95.0 弱压:97.03 强压:105.82 ", "trigger": "初始创建" } - ] + ], + "quality_check": "warning", + "quality_checked_at": "2026-07-03 09:27", + "quality_issues": { + "high": [ + "GATE_SL_GTE_LOW" + ] + } }, { "code": "000700", "name": "模塑科技", - "price": 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1386.106, - "low": 1372.976, - "volume": 26308.0 - }, { "date": "2025-12-30", "open": 1372.976, @@ -40283,10 +40027,10 @@ { "date": "2026-07-02", "open": 1193.01, - "close": 1197.01, + "close": 1203.0, "high": 1215.52, - "low": 1193.0, - "volume": 22305.0 + "low": 1190.51, + "volume": 50870.0 } ], "weekly": [ @@ -40581,18 +40325,10 @@ "volume": 64803.0 } ], - "updated_at": 1782970887.8967807 + "updated_at": 1783042010.7426136 }, "600563": { "daily": [ - { - "date": "2025-12-29", - "open": 103.69, - "close": 104.55, - "high": 105.86, - "low": 103.06, - "volume": 28928.0 - }, { "date": "2025-12-30", "open": 103.92, @@ -41548,10 +41284,10 @@ { "date": "2026-07-02", "open": 172.55, - "close": 172.92, - "high": 173.28, - "low": 164.44, - "volume": 39831.0 + "close": 164.3, + "high": 173.3, + "low": 164.3, + "volume": 112859.0 } ], "weekly": [ @@ -41846,18 +41582,10 @@ "volume": 180947.0 } ], - "updated_at": 1782970889.4163098 + "updated_at": 1783042011.7911348 }, "601318": { "daily": [ - { 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1783042014.6356938 }, "688411": { "daily": [ - { - "date": "2025-12-29", - "open": 268.71, - "close": 258.2, - "high": 271.34, - "low": 254.91, - "volume": 3145313.0 - }, { "date": "2025-12-30", "open": 253.62, @@ -45343,10 +45055,10 @@ { "date": "2026-07-02", "open": 255.0, - "close": 266.55, - "high": 266.88, + "close": 255.71, + "high": 272.99, "low": 254.8, - "volume": 2115515.0 + "volume": 6368531.0 } ], "weekly": [ @@ -45641,18 +45353,10 @@ "volume": 13672788.0 } ], - "updated_at": 1782970893.5739884 + "updated_at": 1783042014.991606 }, "688630": { "daily": [ - { - "date": "2025-12-29", - "open": 133.3, - "close": 134.35, - "high": 137.17, - "low": 132.29, - "volume": 3654379.0 - }, { "date": "2025-12-30", "open": 132.8, @@ -46608,10 +46312,10 @@ { "date": "2026-07-02", "open": 474.63, - "close": 492.27, - "high": 495.0, - "low": 465.53, - "volume": 2024310.0 + "close": 468.0, + "high": 499.95, + "low": 464.8, + "volume": 5841815.0 } ], "weekly": [ @@ -46906,18 +46610,10 @@ "volume": 9660790.0 } ], - "updated_at": 1782970896.6643953 + "updated_at": 1783042017.8870435 }, "688639": { "daily": [ - { - "date": "2025-12-29", - "open": 33.07, - "close": 32.67, - "high": 33.16, - "low": 32.52, - "volume": 4848189.0 - }, { "date": "2025-12-30", "open": 32.58, @@ -47873,10 +47569,10 @@ { "date": "2026-07-02", "open": 16.0, - "close": 16.5, - "high": 16.75, + "close": 16.95, + "high": 17.4, "low": 15.98, - "volume": 2669382.0 + "volume": 9065955.0 } ], "weekly": [ @@ -48171,18 +47867,10 @@ "volume": 13996588.0 } ], - "updated_at": 1782970898.6987536 + "updated_at": 1783042019.546765 }, "688802": { "daily": [ - { - "date": "2025-12-29", - "open": 610.0, - "close": 615.1, - "high": 629.9, - "low": 609.6, - "volume": 2103591.0 - }, { "date": "2025-12-30", "open": 610.0, @@ -49138,10 +48826,10 @@ { "date": "2026-07-02", "open": 773.78, - "close": 779.08, + "close": 724.13, "high": 784.0, - "low": 745.97, - "volume": 611858.0 + "low": 721.0, + "volume": 2036024.0 } ], "weekly": [ @@ -49404,6 +49092,6 @@ "volume": 3202146.0 } ], - "updated_at": 1782970901.9984539 + "updated_at": 1783042020.3012147 } } \ No newline at end of file diff --git a/data/portfolio.json b/data/portfolio.json index 00d0390..4c6b166 100644 --- a/data/portfolio.json +++ b/data/portfolio.json @@ -5,9 +5,9 @@ "name": "中际旭创", "shares": 100, "cost": 1316.53, - "price": 1153.0, - "market_value": 113604.0, - "change_pct": -5.74, + "price": 1145.0, + "market_value": 113000.0, + "change_pct": 0.17, "currency": "CNY", "position_pct": 15.27, "_currency": "CNY" @@ -17,9 +17,9 @@ "name": "长飞光纤光缆", "shares": 500, "cost": 263.72, - "price": 174.79, - "market_value": 89300.0, - "change_pct": -21.06, + "price": 167.16, + "market_value": 83230.0, + "change_pct": -2.61, "currency": "CNY", "position_pct": 13.47, "_currency": "CNY" @@ -29,9 +29,9 @@ "name": "丘钛科技", "shares": 11000, "cost": 13.47, - "price": 5.95, - "market_value": 65890.0, - "change_pct": 0.0, + "price": 5.83, + "market_value": 64130.0, + "change_pct": -1.895, "currency": "CNY", "position_pct": 7.97, "_currency": "CNY" @@ -41,9 +41,9 @@ "name": "紫金矿业", "shares": 2400, "cost": 39.89, - "price": 26.4, - "market_value": 63048.0, - "change_pct": 5.14, + "price": 27.7, + "market_value": 66000.0, + "change_pct": 5.32, "currency": "CNY", "position_pct": 7.34, "_currency": "CNY" @@ -53,9 +53,9 @@ "name": "海博思创", "shares": 200, "cost": 266.95, - "price": 258.8, - "market_value": 51776.0, - "change_pct": -1.56, + "price": 256.73, + "market_value": 51160.0, + "change_pct": 0.4, "currency": "CNY", "position_pct": 6.31, "_currency": "CNY" @@ -65,9 +65,9 @@ "name": "中芯国际", "shares": 300, "cost": 126.07, - "price": 147.2, - "market_value": 44112.0, - "change_pct": -4.71, + "price": 144.98, + "market_value": 43467.0, + "change_pct": 0.61, "currency": "CNY", "position_pct": 5.44, "_currency": "CNY" @@ -77,9 +77,9 @@ "name": "建滔积层板", "shares": 500, "cost": 88.23, - "price": 72.35, - "market_value": 36415.0, - "change_pct": -15.83, + "price": 65.98, + "market_value": 32970.0, + "change_pct": -9.19, "currency": "CNY", "position_pct": 5.28, "_currency": "CNY" @@ -89,9 +89,9 @@ "name": "华恒生物", "shares": 2800, "cost": 21.51, - "price": 17.24, - "market_value": 48244.0, - "change_pct": 5.31, + "price": 17.12, + "market_value": 47768.0, + "change_pct": 1.0, "currency": "CNY", "position_pct": 5.25, "_currency": "CNY" @@ -101,9 +101,9 @@ "name": "宁德时代", "shares": 100, "cost": 401.78, - "price": 385.54, - "market_value": 38495.0, - "change_pct": 0.44, + "price": 382.0, + "market_value": 38196.0, + "change_pct": -0.09, "currency": "CNY", "position_pct": 4.64, "_currency": "CNY" @@ -113,9 +113,9 @@ "name": "比亚迪股份", "shares": 600, "cost": 104.87, - "price": 67.97, - "market_value": 41070.0, - "change_pct": 8.21, + "price": 75.0, + "market_value": 44268.0, + "change_pct": 10.47, "currency": "CNY", "position_pct": 4.62, "_currency": "CNY" @@ -125,9 +125,9 @@ "name": "万科企业", "shares": 19700, "cost": 4.67, - "price": 1.92, - "market_value": 38021.0, - "change_pct": 4.72, + "price": 1.98, + "market_value": 38415.0, + "change_pct": 2.24, "currency": "CNY", "position_pct": 4.6, "_currency": "CNY" @@ -137,9 +137,9 @@ "name": "腾讯", "shares": 100, "cost": null, - "price": 377.49, - "market_value": 37784.0, - "change_pct": 1.3, + "price": 376.45, + "market_value": 37714.0, + "change_pct": 0.93, "currency": "CNY", "position_pct": null, "_currency": "CNY" @@ -149,9 +149,9 @@ "name": "中芯国际", "shares": 500, "cost": 75.94, - "price": 69.14, - "market_value": 34635.0, - "change_pct": -10.79, + "price": 68.15, + "market_value": 34030.0, + "change_pct": -2.24, "currency": "CNY", "position_pct": 4.2, "_currency": "CNY" @@ -161,9 +161,9 @@ "name": "长芯博创", "shares": 100, "cost": 231.46, - "price": 226.0, - "market_value": 22592.0, - "change_pct": -11.02, + "price": 222.34, + "market_value": 22000.0, + "change_pct": 0.15, "currency": "CNY", "position_pct": 3.2, "_currency": "CNY" @@ -173,9 +173,9 @@ "name": "黄金ETF华安", "shares": 2400, "cost": 12.19, - "price": 8.46, - "market_value": 20280.0, - "change_pct": 2.32, + "price": 8.71, + "market_value": 20904.0, + "change_pct": 2.73, "currency": "CNY", "position_pct": 2.45, "_currency": "CNY" @@ -185,9 +185,9 @@ "name": "中科电气", "shares": 1400, "cost": 22.29, - "price": 14.32, - "market_value": 20062.0, - "change_pct": -0.83, + "price": 14.19, + "market_value": 19852.0, + "change_pct": 0.14, "currency": "CNY", "position_pct": 2.42, "_currency": "CNY" @@ -197,9 +197,9 @@ "name": "模塑科技", "shares": 1400, "cost": 14.83, - "price": 16.87, - "market_value": 23618.0, - "change_pct": 9.97, + "price": 16.55, + "market_value": 22512.0, + "change_pct": -1.9, "currency": "CNY", "position_pct": 2.41, "_currency": "CNY" @@ -209,9 +209,9 @@ "name": "法拉电子", "shares": 100, "cost": 147.18, - "price": 164.3, - "market_value": 16460.0, - "change_pct": -10.0, + "price": 161.29, + "market_value": 16027.0, + "change_pct": -1.83, "currency": "CNY", "position_pct": 2.3, "_currency": "CNY" @@ -221,20 +221,20 @@ "name": "中国神华", "shares": 500, "cost": 45.89, - "price": 34.16, - "market_value": 17115.0, - "change_pct": 1.19, + "price": 34.33, + "market_value": 17375.0, + "change_pct": 0.0, "currency": "CNY", "position_pct": 2.14, "_currency": "CNY" } ], - "total_assets": 901907.0, - "total_mv": 821431.0, + "total_assets": 898326.0, + "total_mv": 817850.0, "stock_value": null, "cash": 80476.0, "frozen_cash": 0.0, - "position_pct": 91.08, + "position_pct": 91.04, "currency": "CNY", - "updated_at": "2026-07-02 14:12" + "updated_at": "2026-07-03 09:31" } \ No newline at end of file diff --git a/data/price_events.json b/data/price_events.json index 531a163..8e941a0 100644 --- a/data/price_events.json +++ b/data/price_events.json @@ -7569,6 +7569,146 @@ "event_label": "买入区间", "timestamp": "2026-07-02T13:40:09.450029", "date": "2026-07-02" + }, + { + "code": "000657", + "name": "中钨高新", + "event_type": "entry_zone", + "price": 96.32, + "trigger_value": "93.88~96.51", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:48:18.836358", + "date": "2026-07-02" + }, + { + "code": "301308", + "name": "江波龙", + "event_type": "entry_zone", + "price": 595.0, + "trigger_value": "584.08~607.92", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:48:19.007348", + "date": "2026-07-02" + }, + { + "code": "000657", + "name": "中钨高新", + "event_type": "entry_zone", + "price": 96.27, + "trigger_value": "93.88~96.51", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:48:50.645887", + "date": "2026-07-02" + }, + { + "code": "000657", + "name": "中钨高新", + "event_type": "entry_zone", + "price": 96.0, + "trigger_value": "93.88~96.51", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:50:18.556147", + "date": "2026-07-02" + }, + { + "code": "301308", + "name": "江波龙", + "event_type": "entry_zone", + "price": 593.33, + "trigger_value": "584.08~607.92", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:50:19.978681", + "date": "2026-07-02" + }, + { + "code": "000657", + "name": "中钨高新", + "event_type": "entry_zone", + "price": 95.95, + "trigger_value": "94.08~96.58", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:52:53.014262", + "date": "2026-07-02" + }, + { + "code": "002594", + "name": "比亚迪", + "event_type": "entry_zone", + "price": 83.54, + "trigger_value": "81.94~83.56", + "event_label": "买入区间", + "timestamp": "2026-07-02T14:56:14.248493", + "date": "2026-07-02" + }, + { + "code": "000657", + "name": "中钨高新", + "event_type": "entry_zone", + "price": 93.5, + "trigger_value": "91.49~95.23", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:21:09.860916", + "date": "2026-07-03" + }, + { + "code": "002594", + "name": "比亚迪", + "event_type": "entry_zone", + "price": 85.01, + "trigger_value": "82.89~86.27", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:21:10.008487", + "date": "2026-07-03" + }, + { + "code": "001309", + "name": "德明利", + "event_type": "entry_zone", + "price": 804.75, + "trigger_value": "788.65~820.85", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:28:18.083667", + "date": "2026-07-03" + }, + { + "code": "301308", + "name": "江波龙", + "event_type": "entry_zone", + "price": 589.0, + "trigger_value": "577.22~600.78", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:28:18.249225", + "date": "2026-07-03" + }, + { + "code": "601318", + "name": "中国平安", + "event_type": "entry_zone", + "price": 49.5, + "trigger_value": "48.51~49.6", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:28:18.397019", + "date": "2026-07-03" + }, + { + "code": "001309", + "name": "德明利", + "event_type": "entry_zone", + "price": 805.0, + "trigger_value": "788.65~820.85", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:31:17.417228", + "date": "2026-07-03" + }, + { + "code": "301308", + "name": "江波龙", + "event_type": "entry_zone", + "price": 589.0, + "trigger_value": "577.22~600.78", + "event_label": "买入区间", + "timestamp": "2026-07-03T09:31:19.792302", + "date": "2026-07-03" } ] } \ No newline at end of file diff --git a/data/price_history.json b/data/price_history.json index 656a4c7..7982b79 100644 --- a/data/price_history.json +++ b/data/price_history.json @@ -20,7 +20,13 @@ "date": "2026-07-02", "high": 1215.52, "low": 1190.51, - "close": 1205.83 + "close": 1203.0 + }, + { + "date": "2026-07-03", + "high": 1215.52, + "low": 1190.51, + "close": 1205.24 } ], "02202": [ @@ -36,15 +42,27 @@ "date": "2026-07-02", "high": 53.0, "low": 51.7, - "close": 52.15 + "close": 52.3 + }, + { + "date": "2026-07-03", + "high": 53.0, + "low": 51.7, + "close": 52.3 } ], "601318": [ { "date": "2026-07-02", "high": 50.2, - "low": 48.82, - "close": 48.96 + "low": 48.8, + "close": 48.92 + }, + { + "date": "2026-07-03", + "high": 50.2, + "low": 48.8, + "close": 49.5 } ], "02359": [ @@ -52,7 +70,13 @@ "date": "2026-07-02", "high": 158.7, "low": 151.1, - "close": 152.6 + "close": 152.8 + }, + { + "date": "2026-07-03", + "high": 158.7, + "low": 151.1, + "close": 152.8 } ], "02388": [ @@ -60,7 +84,13 @@ "date": "2026-07-02", "high": 42.98, "low": 41.94, - "close": 42.36 + "close": 42.3 + }, + { + "date": "2026-07-03", + "high": 42.98, + "low": 41.94, + "close": 42.3 } ], "02628": [ @@ -68,15 +98,27 @@ "date": "2026-07-02", "high": 28.74, "low": 27.5, - "close": 28.02 + "close": 28.08 + }, + { + "date": "2026-07-03", + "high": 28.74, + "low": 27.5, + "close": 28.08 } ], "688630": [ { "date": "2026-07-02", "high": 499.95, - "low": 465.53, - "close": 475.68 + "low": 464.8, + "close": 468.0 + }, + { + "date": "2026-07-03", + "high": 499.95, + "low": 464.8, + "close": 467.98 } ], "06160": [ @@ -84,7 +126,13 @@ "date": "2026-07-02", "high": 176.8, "low": 171.9, - "close": 173.5 + "close": 174.7 + }, + { + "date": "2026-07-03", + "high": 176.8, + "low": 171.9, + "close": 174.7 } ], "06869": [ @@ -99,32 +147,56 @@ { "date": "2026-07-02", "high": 687.04, - "low": 644.7, - "close": 651.06 + "low": 639.4, + "close": 641.59 + }, + { + "date": "2026-07-03", + "high": 687.04, + "low": 639.4, + "close": 643.88 } ], "09868": [ { "date": "2026-07-02", "high": 53.7, - "low": 51.4, - "close": 51.75 + "low": 50.95, + "close": 51.8 + }, + { + "date": "2026-07-03", + "high": 53.7, + "low": 50.95, + "close": 51.8 } ], "09988": [ { "date": "2026-07-02", "high": 97.4, - "low": 94.4, - "close": 94.75 + "low": 93.55, + "close": 94.5 + }, + { + "date": "2026-07-03", + "high": 97.4, + "low": 93.55, + "close": 94.5 } ], "688802": [ { "date": "2026-07-02", "high": 784.0, - "low": 735.0, - "close": 735.76 + "low": 721.0, + "close": 724.13 + }, + { + "date": "2026-07-03", + "high": 731.34, + "low": 731.34, + "close": 731.34 } ], "300124": [ @@ -132,7 +204,13 @@ "date": "2026-07-02", "high": 71.79, "low": 67.31, - "close": 69.15 + "close": 68.4 + }, + { + "date": "2026-07-03", + "high": 71.79, + "low": 67.31, + "close": 67.5 } ], "000657": [ @@ -140,7 +218,13 @@ "date": "2026-07-02", "high": 101.5, "low": 90.68, - "close": 97.91 + "close": 97.03 + }, + { + "date": "2026-07-03", + "high": 101.5, + "low": 90.68, + "close": 92.13 } ], "000711": [ @@ -149,14 +233,26 @@ "high": 5.01, "low": 4.87, "close": 5.01 + }, + { + "date": "2026-07-03", + "high": 5.26, + "low": 4.87, + "close": 5.26 } ], "001309": [ { "date": "2026-07-02", "high": 872.83, - "low": 817.88, - "close": 822.04 + "low": 806.0, + "close": 811.0 + }, + { + "date": "2026-07-03", + "high": 872.83, + "low": 804.74, + "close": 804.75 } ], "002594": [ @@ -164,7 +260,13 @@ "date": "2026-07-02", "high": 85.67, "low": 81.9, - "close": 83.89 + "close": 83.57 + }, + { + "date": "2026-07-03", + "high": 85.67, + "low": 81.9, + "close": 83.73 } ], "00700": [ @@ -180,7 +282,13 @@ "date": "2026-07-02", "high": 2.15, "low": 2.03, - "close": 2.1 + "close": 2.07 + }, + { + "date": "2026-07-03", + "high": 2.15, + "low": 2.03, + "close": 2.07 } ], "00981": [ @@ -196,7 +304,13 @@ "date": "2026-07-02", "high": 13.19, "low": 12.63, - "close": 12.9 + "close": 12.83 + }, + { + "date": "2026-07-03", + "high": 13.19, + "low": 12.63, + "close": 12.83 } ], "01088": [ diff --git a/data/stocks/00700.json b/data/stocks/00700.json index 6d92346..2598ca9 100644 --- a/data/stocks/00700.json +++ b/data/stocks/00700.json @@ -141,6 +141,11 @@ "content": "- **模塑科技(000700)** 15.54 / 止损13.91 — 昨日+5.28%强势,守住15持有", "report_id": "cron_99c06255590a_2026-07-02_08-32-48" }, + { + "time": "2026-07-03T08:55:07.244816", + "content": "② **腾讯(00700)** 现价430.2 | 仓位待确认 | 买入区421-430上沿", + "report_id": "cron_99c06255590a_2026-07-03_08-33-17" + }, { "time": "2026-06-02T11:55:44.093905", "content": "❌ 反例:腾讯00700,底仓100股(3.59%),浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 机械执行,未考虑底仓属性+浮盈幅度。", diff --git a/data/stocks/00981.json b/data/stocks/00981.json index ce57a39..a93c0e8 100644 --- a/data/stocks/00981.json +++ b/data/stocks/00981.json @@ -66,6 +66,11 @@ "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨,持有等站上成本263.72;腾讯(00700) 429.80+2.28%,买入区435-440依然可加;中芯H(00981) 89.40+", "report_id": "cron_99c06255590a_2026-07-01_08-39-42" }, + { + "time": "2026-07-03T08:55:07.244816", + "content": "③ **中芯国际(688981/00981)** 现价144.1/80.4 | 仓位合计9.64% | 双市场止损均破", + "report_id": "cron_99c06255590a_2026-07-03_08-33-17" + }, { "time": "2026-06-02T12:55:54.836964", "content": "• 中芯国际H(00981) ¥82.20 +3.46% — 高于买入区72-75", diff --git a/data/stocks/06869.json b/data/stocks/06869.json index 9b8cc31..6ee1e33 100644 --- a/data/stocks/06869.json +++ b/data/stocks/06869.json @@ -26,6 +26,11 @@ "content": "- **长飞光纤(06869)** 255.4 / 止损205.71 — 浮亏-3%,光通信受半导拖累,250不破则持", "report_id": "cron_99c06255590a_2026-07-02_08-32-48" }, + { + "time": "2026-07-03T08:55:07.244816", + "content": "② **长飞光纤(06869)** 现价198.3 | 仓位13.47% | 止损205.71已破", + "report_id": "cron_99c06255590a_2026-07-03_08-33-17" + }, { "time": "2026-06-02T13:56:05.495125", "content": "🔺**长飞光纤(06869)** | 231.00 +9.90% | 买入区210~220已超出,等回调再入3%", diff --git a/data/stocks/688981.json b/data/stocks/688981.json index 0184edf..638ede0 100644 --- a/data/stocks/688981.json +++ b/data/stocks/688981.json @@ -46,6 +46,11 @@ "content": "- **中芯国际A(688981)** 156.31 / 止损149.85 — 浮盈+24%,费城半导-6%或拖累今日回调,守住153持有", "report_id": "cron_99c06255590a_2026-07-02_08-32-48" }, + { + "time": "2026-07-03T08:55:07.244816", + "content": "③ **中芯国际(688981/00981)** 现价144.1/80.4 | 仓位合计9.64% | 双市场止损均破", + "report_id": "cron_99c06255590a_2026-07-03_08-33-17" + }, { "time": "2026-06-01T11:55:35.956320", "content": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐,关注134支撑**", diff --git a/data/strategy_staleness_report.json b/data/strategy_staleness_report.json index 667a785..8688e42 100644 --- a/data/strategy_staleness_report.json +++ b/data/strategy_staleness_report.json @@ -1,34 +1,19 @@ { - "checked_at": "2026-07-02T09:00:56", + "checked_at": "2026-07-03T09:00:47", "total_active": 55, - "flagged_count": 17, + "flagged_count": 13, "flagged": [ - { - "code": "000657", - "name": "中钨高新", - "price": 95.94, - "flags": [ - "现价95.94在买入区94~98(是否可买需结合timing_signal判断)" - ], - "age_days": 0, - "last_update": "2026-07-01 15:00", - "entry_zone": "94~98", - "current": "盈利持有 | 目标105.29 | 止损93.12 | 买入区94.02~97.86", - "updated_by": "auto", - "updated_reason": "自动生成", - "is_watchlist": true - }, { "code": "000711", "name": "ST京蓝", - "price": 4.77, + "price": 5.01, "flags": [ - "现价4.77在买入区5~5(是否可买需结合timing_signal判断)" + "现价5.01在买入区5~5(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", + "last_update": "2026-07-02 21:07", "entry_zone": "5~5", - "current": "盈利持有 | 目标5.44 | 止损4.63 | 买入区4.67~4.87 | 信号:观望", + "current": "盈利持有 | ⚠️盈亏比偏低(1:1.7),谨慎买入 | 目标5.41 | 止损4.72 | 买入区4.91~5.03 | 信号:观望", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -36,29 +21,14 @@ { "code": "001309", "name": "德明利", - "price": 893.22, + "price": 811.0, "flags": [ - "现价893.22在买入区877~913(是否可买需结合timing_signal判断)" + "现价811.00在买入区795~827(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "877~913", - "current": "盈利持有 | 止损参考858.0 | 买入区877.1~912.9", - "updated_by": "manual", - "updated_reason": "自动生成", - "is_watchlist": true - }, - { - "code": "002594", - "name": "比亚迪", - "price": 80.66, - "flags": [ - "现价80.66在买入区79~81(是否可买需结合timing_signal判断)" - ], - "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "79~81", - "current": "盈利持有 | ⚠️盈亏比偏低(1:1.6),谨慎买入 | 目标84.49 | 止损78.24 | 买入区79.05~80.74 | 信号:观望", + "last_update": "2026-07-02 21:07", + "entry_zone": "795~827", + "current": "盈利持有 | 目标896.77 | 止损716.85 | 买入区794.78~827.22", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -66,30 +36,29 @@ { "code": "02318", "name": "中国平安", - "price": 51.05, + "price": 52.3, "flags": [ - "[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])", - "现价51.05在买入区50~51(是否可买需结合timing_signal判断)" + "现价52.30在买入区51~53(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "50~51", - "current": "盈利持有 | ⚠️盈亏比偏低(1:2.0),谨慎买入 | 止损参考49.36 | 买入区50.08~51.12 | 信号:弱势持有", - "updated_by": "manual", + "last_update": "2026-07-02 21:08", + "entry_zone": "51~53", + "current": "盈利持有 | 目标56.33 | 止损48.21 | 买入区51.25~52.97", + "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true }, { "code": "02359", "name": "药明康德", - "price": 153.7, + "price": 152.8, "flags": [ - "现价153.70在买入区151~157(是否可买需结合timing_signal判断)" + "现价152.80在买入区150~154(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "151~157", - "current": "盈利持有 | 目标169.6 | 止损149.09 | 买入区150.63~156.77 | 信号:买入", + "last_update": "2026-07-02 21:08", + "entry_zone": "150~154", + "current": "盈利持有 | ⚠️盈亏比偏低(1:1.9),谨慎买入 | 目标161.84 | 止损140.74 | 买入区149.74~153.58", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -97,31 +66,15 @@ { "code": "02388", "name": "中银香港", - "price": 42.38, + "price": 42.3, "flags": [ "[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])", - "现价42.38在买入区42~43(是否可买需结合timing_signal判断)" + "现价42.30在买入区41~43(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "42~43", - "current": "盈利持有 | 目标47.08 | 止损41.11 | 买入区41.53~43.23 | 信号:弱势持有", - "updated_by": "auto", - "updated_reason": "自动生成", - "is_watchlist": true - }, - { - "code": "02628", - "name": "中国人寿", - "price": 26.66, - "flags": [ - "[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])", - "现价26.66在买入区26~27(是否可买需结合timing_signal判断)" - ], - "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "26~27", - "current": "盈利持有 | 目标28.96 | 止损25.86 | 买入区26.13~27.02 | 信号:弱势持有", + "last_update": "2026-07-02 21:08", + "entry_zone": "41~43", + "current": "盈利持有 | 目标45.52 | 止损41.03 | 买入区41.45~42.83 | 信号:弱势持有", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -129,30 +82,14 @@ { "code": "06160", "name": "百济神州", - "price": 170.4, + "price": 174.7, "flags": [ - "现价170.40在买入区167~172(是否可买需结合timing_signal判断)" + "现价174.70在买入区171~178(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "167~172", - "current": "盈利持有 | 目标183.83 | 止损165.29 | 买入区166.99~172.03", - "updated_by": "auto", - "updated_reason": "自动生成", - "is_watchlist": true - }, - { - "code": "09988", - "name": "阿里巴巴-W", - "price": 92.85, - "flags": [ - "[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])", - "现价92.85在买入区91~93(是否可买需结合timing_signal判断)" - ], - "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "91~93", - "current": "盈利持有 | ⚠️盈亏比偏低(1:1.6),谨慎买入 | 目标100.64 | 止损89.74 | 买入区90.99~93.04 | 信号:弱势持有", + "last_update": "2026-07-02 21:08", + "entry_zone": "171~178", + "current": "盈利持有 | 目标189.56 | 止损167.77 | 买入区171.21~177.5", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -160,14 +97,14 @@ { "code": "300124", "name": "汇川技术", - "price": 68.2, + "price": 68.4, "flags": [ - "现价68.20在买入区67~70(是否可买需结合timing_signal判断)" + "现价68.40在买入区67~69(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:01", - "entry_zone": "67~70", - "current": "盈利持有 | 目标75.14 | 止损66.15 | 买入区66.84~69.56 | 信号:观望", + "last_update": "2026-07-02 21:08", + "entry_zone": "67~69", + "current": "盈利持有 | 目标73.65 | 止损63.06 | 买入区67.03~69.27 | 信号:观望", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -175,14 +112,14 @@ { "code": "301308", "name": "江波龙", - "price": 667.84, + "price": 599.22, "flags": [ - "现价667.84在买入区654~681(是否可买需结合timing_signal判断)" + "现价599.22在买入区587~611(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "654~681", - "current": "盈利持有 | 目标786.56 | 止损631.16 | 买入区654.48~681.2", + "last_update": "2026-07-02 21:08", + "entry_zone": "587~611", + "current": "盈利持有 | ⚠️盈亏比不足1:1.5,不建议买入 | 目标参考0 | 止损575.25 | 买入区587.24~611.2", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -190,14 +127,14 @@ { "code": "600519", "name": "贵州茅台", - "price": 1193.01, + "price": 1203.0, "flags": [ - "现价1193.01在买入区1169~1205(是否可买需结合timing_signal判断)" + "现价1203.00在买入区1179~1212(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "1169~1205", - "current": "盈利持有 | 目标1277.36 | 止损1157.22 | 买入区1169.15~1205.28 | 信号:关注", + "last_update": "2026-07-02 21:08", + "entry_zone": "1179~1212", + "current": "盈利持有 | 目标1278.8 | 止损1166.91 | 买入区1178.94~1211.67 | 信号:关注", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -205,14 +142,14 @@ { "code": "601318", "name": "中国平安", - "price": 49.53, + "price": 48.92, "flags": [ - "现价49.53在买入区49~50(是否可买需结合timing_signal判断)" + "现价48.92在买入区48~50(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "49~50", - "current": "盈利持有 | ⚠️盈亏比偏低(1:1.7),谨慎买入 | 目标52.51 | 止损47.74 | 买入区48.54~49.65 | 信号:观望", + "last_update": "2026-07-02 21:08", + "entry_zone": "48~50", + "current": "盈利持有 | 目标53.46 | 止损47.45 | 买入区47.94~49.85 | 信号:观望", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -220,14 +157,14 @@ { "code": "688630", "name": "芯碁微装", - "price": 497.27, + "price": 468.0, "flags": [ - "现价497.27在买入区487~507(是否可买需结合timing_signal判断)" + "现价468.00在买入区459~477(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "487~507", - "current": "盈利持有 | 目标609.23 | 止损475.01 | 买入区487.32~507.22", + "last_update": "2026-07-02 21:08", + "entry_zone": "459~477", + "current": "盈利持有 | 目标515.02 | 止损449.42 | 买入区458.64~477.36", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -235,14 +172,14 @@ { "code": "688795", "name": "摩尔线程-U", - "price": 673.8, + "price": 641.59, "flags": [ - "现价673.80在买入区660~687(是否可买需结合timing_signal判断)" + "现价641.59在买入区629~654(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "660~687", - "current": "盈利持有 | 目标747.74 | 止损651.23 | 买入区660.32~687.28 | 信号:观望", + "last_update": "2026-07-02 21:08", + "entry_zone": "629~654", + "current": "盈利持有 | 目标707.34 | 止损566.83 | 买入区628.76~654.42 | 信号:观望", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true @@ -250,27 +187,28 @@ { "code": "688802", "name": "沐曦股份-U", - "price": 780.0, + "price": 724.13, "flags": [ - "现价780.00在买入区764~796(是否可买需结合timing_signal判断)" + "现价724.13在买入区710~739(是否可买需结合timing_signal判断)" ], "age_days": 0, - "last_update": "2026-07-01 15:02", - "entry_zone": "764~796", - "current": "盈利持有 | 目标924.71 | 止损751.49 | 买入区764.4~795.6", + "last_update": "2026-07-02 21:08", + "entry_zone": "710~739", + "current": "盈利持有 | 目标806.04 | 止损639.46 | 买入区709.65~738.61", "updated_by": "auto", "updated_reason": "自动生成", "is_watchlist": true } ], "portfolio": { - "position_pct": 86.65, - "cash": 92678.85, - "weak_position_pct": 28.6, - "all_weak_pct": 40.0, + "position_pct": 91.04, + "cash": 80476.0, + "weak_position_pct": 34.3, + "all_weak_pct": 45.5, "signals": [ - "[PORTFOLIO_FULL] 总仓位86.65%(现金92679元),买入建议受限" + "[PORTFOLIO_WEAK_MILD] 组合弱势占比34.3%,需关注", + "[PORTFOLIO_FULL] 总仓位91.04%(现金80476元),买入建议受限" ] }, - "summary": "扫描55个策略,17个需关注" + "summary": "扫描55个策略,13个需关注" } \ No newline at end of file