{
  "title": "Cron Job: 集合竞价观察",
  "type": "未知",
  "created_at": "2026-06-05T09:56:43.477975",
  "summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-05 09:33:11\n**Schedule:** 28 9 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
  "content": "# Cron Job: 集合竞价观察\n\n**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-05 09:33:11\n**Schedule:** 28 9 * * 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【集合竞价观察】09:25-09:30\n\n一、数据采集：\n  读 /home/hmo/web-dashboard/data/portfolio.json（最新持仓）\n  读 /home/hmo/web-dashboard/data/decisions.json（决策库trigger条件）\n  读 /home/hmo/web-dashboard/data/daily_reviews.json（近期历史判断）\n  读 /home/hmo/web-dashboard/data/stock_profiles.json（行业知识）\n  curl实时集合竞价价\n\n二、输出策略：\n  持仓股竞价涨跌幅>±3% → 单独写\n  决策库中有trigger条件的股票竞价接近区间 → 特别关注并说明价位\n  其他正常不提\n  无异常信号 → SILENT\n\n三、格式：\n  📊 集合竞价 | HH:MM\n  【异常】\n  • 诺德600110 竞价11.70 (-1.3%) → 接近决策库11.5~11.8区间↑\n  • 华恒688639 已清仓 → 跳过\n\n\n\n【报告格式硬规则】每条报告标题必须以【股票名+代码】开头，禁止只有价格没有股票名。\n四、基于daily_reviews近2天判断做纵向分析\n\n【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"集合竞价\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"关注/持有/忽略\",\"price\":0}]}\n【策略执行原则】\n1. 默认严格执行决策库现有策略，到价位就如实报告。\n   正确示例：百济163.80，在试仓区间164~166内；诺德11.52，在加仓区间11.5~11.8内\n   错误示例：自己说\"不建议加仓\"或擅自改区间\n\n2. 修改策略要慎重。只有确实认为原策略不再适用（有充分的新市场信息或基本面变化），才附上修改建议：\n   【策略修改建议】原决策→建议改为→理由\n   改完等用户确认。\n\n3. 没有确凿理由就严格执行，不提修改建议。\n\n【标题规则】每条报告标题必须含股票名和代码，例如「百济神州(06160) XXX」不能只说「进入区间」让用户猜。\n\n## Response\n\n现在是09:32，集合竞价已经结束。让我生成完整的报告：\n\n📊 集合竞价 | 09:32\n\n【持仓观察】\n• 诺德股份(600110) 竞价11.42 (-1.04%) → 低于加仓区间11.5~11.8，可关注进入时机\n• 小鹏集团(09868) 竞价66.50 (+0.08%) → 仍在买入区间65~68内，止损64\n• 百济神州(06160) 竞价167.90 (0.00%) → 止损160安全，等待目标175/185\n• 腾讯控股(00700) 竞价464.00 (+1.09%) → 高于追踪止盈459.8，继续持有\n\n【纵向分析】基于daily_reviews近2天判断：\n1. 诺德股份：昨日进入加仓区间11.5~11.8并执行，今日竞价11.42略低于区间，可关注回调后的再次进入机会\n2. 百济神州：已完成两批建仓（164.40+171.40），均价172.65，当前167.90微浮亏，等待反弹\n3. 小鹏集团：昨日新建仓400股@66.45，当前66.50基本持平，在买入区间内\n\n【策略执行】严格执行决策库现有策略：\n• 诺德股份到11.5~11.8区间可加仓\n• 小鹏集团在65~68区间内持有，跌破64止损\n• 百济神州持有等待175/185目标，跌破160止损\n\n<structured_data>\n{\"type\":\"集合竞价\",\"time\":\"09:32\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":11.42},{\"code\":\"09868\",\"name\":\"小鹏集团\",\"action\":\"持有\",\"price\":66.5},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.9},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":464.0}]}\n</structured_data>\n",
  "stocks_mentioned": [
    "00700",
    "06160",
    "09868",
    "600110"
  ],
  "structured": {
    "type": "集合竞价",
    "time": "09:32",
    "holdings": [
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "关注",
        "price": 11.42
      },
      {
        "code": "09868",
        "name": "小鹏集团",
        "action": "持有",
        "price": 66.5
      },
      {
        "code": "06160",
        "name": "百济神州",
        "action": "持有",
        "price": 167.9
      },
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "持有",
        "price": 464.0
      }
    ]
  },
  "_id": "cron_e3bf7b13af8d_2026-06-05_09-33-11"
}