{
  "title": "Cron Job: 持仓情报-盘中",
  "type": "盘中",
  "created_at": "2026-06-02T15:55:45.680210",
  "summary": "**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-02 15:42:03\n**Schedule:** 40 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delive",
  "content": "# Cron Job: 持仓情报-盘中\n\n**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-02 15:42:03\n**Schedule:** 40 9-16 * * 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【强制性思考框架 — 出每只股票建议前先执行】\n⛔ 禁止机械执行\"触及某价位就止盈/止损\"\n  a) 角色？(底仓/波段/短线/深套)\n  b) 浮盈/浮亏/仓位占比？\n  c) 操作完成后下一步？\n  d) 建议合理吗？\n  e) 仓位规模：≤100股/市值<2000元→找入场机会非卖点\n❌ 反例：腾讯底仓100股→看到距470仅0.77%就建议清仓\n✅ 正确：腾讯底仓→持有设追踪止盈\n\n📋 A股/港股交易单位规则\n📋 价位触发规则：操作建议必须基于价格触发条件\n\n零、读取操作决策库\n读 decisions.json 提取 active 决策+pattern。同类场景自动套用。\n⚠️ 操作建议格式铁律：每只必须带具体价格+仓位比例\n⚠️ 表情符号规则：🟢买入 🔴卖出 👀观望 🤝持有 🎯止盈 🛑止损\n\n【持仓情报-盘中】\n\n一、时间检查。不在9:30-16:00 → SILENT（港股到16:00）\n二、采集数据：读 portfolio.json、watchlist.json；curl实时行情\n三、分析输出（调用知微）：\n1. 每只股票格式：代码|名称|现价|涨跌幅|仓位% → 操作建议【时效】\n2. 异常>±3%必须搜原因\n四、输出标题：「📊 知微盘中报 | 时间」\n五、数据同步到dashboard\n六、XMPP推送（盘后已用中继，盘中仅异常推）\n\n🛡️ 价格校验规则\n1. 港股价格完整性：从原始字符串取值不丢失小数位\n2. 买入区间合理性：现价<区间下限×0.5 或 >上限×2 → 标记⚠️\n3. 港股（代码0开头）不套用A股区间\n\n## Response\n\n📊 **知微盘中报 | 06/02 15:40**\n\n**总资产**106.76万 | **仓位**79.06% | **当日盈亏**+19,467\n\n---\n\n**【持仓操作】**\n\n**🤝 海博思创(688411) | 300.76 +2.63% | 仓位11.64%**\n浮盈约+26%为最大仓位，今日最高305.53，距止盈309差2.7%。追踪止盈从高点回落5%=290，现价300.76远高于此。继续持有设追踪止盈。\n\n**🤝 丘钛科技(01478) | 10.18 -0.59% | 仓位9.06%**\n深套约-27%，消费电子今日偏弱。割肉性价比低，等待催化至13~14再减仓。持有。\n\n**🤝 比亚迪股份(01211) | 96.45 +6.28% | 仓位8.56%**\n港股科技共振暴涨，基本回本(成本96.24)。距止盈100差3.7%，持有设止盈。\n\n**🤝 阿里巴巴-W(09988) | 130.10 +5.94% | 仓位7.34%**\n港股科技板块领涨，浮盈转正约+3%。持有止盈145止损115。\n\n**🤝 紫金矿业(601899) | 31.58 +4.60% | 仓位7.09%**\n金铜价格回暖带动反弹+4.6%，深套约-22%。持有等反弹至34~35减仓800股计划不变。\n\n**🤝 辽宁成大(600739) | 10.71 -1.38% | 仓位6.64%**\n浮亏约-13%，今日缩量回落。等待反弹至11.5~12再减仓。\n\n**🤝 宁德时代(300750) | 433.89 +3.28% | 仓位4.05%**\n新能源板块走强，100股市值~43,389。持有止盈500。\n\n**🤝 中银香港(02388) | 48.06 -0.41% | 仓位3.88%**\n银行股温和回调，浮盈约+9.3%。持有止盈52止损44。\n\n**🤝 腾讯控股(00700) | 479.20 +9.91% | 仓位3.82%**\n港股科技龙头暴涨！今日最高484.80，追踪止盈从高点回落5%=460.56，现价479.20安全。底仓100股仅3.82%仓位，继续持有设追踪止盈。回调至450以下可接回。\n\n**🤝 万科企业(02202) | 2.77 -0.36% | 仓位3.30%**\n极端深套约-49%，现价平稳。补仓区间2.5~2.6，未触发。\n\n**🤝 法拉电子(600563) | 165.88 +7.44% | 仓位3.14%**\n连涨继续走强+7.44%，最高169.50。200股市值~33,176，持有止盈195止损150。\n\n**🤝 招商银行(600036) | 38.80 +1.57% | 仓位2.90%**\n温和上涨，浮盈约+1.6%。持有止盈42止损36。\n\n**👀 百济神州(06160) | 168.90 -1.52% | 仓位2.73%**\n今日最低164.60，洗盘底线160~163未破。决策已确认：跌破160才执行止损，反弹站稳175确认洗盘成功。暂持观察。\n\n**🤝 黄金ETF(518880) | 9.41 +0.71% | 仓位2.11%**\n深套约-23%，持有等回升至10.5~11减仓。\n\n**🤝 中科电气(300035) | 16.54 -2.07% | 仓位1.70%**\n深套约-31%轻仓，今日缩量回调。持有等反弹至19~20减仓。\n\n**👀 双一科技(300690) | 24.90 -3.00% | 仓位0.93%**\n缩量调整-3.00%，最低24.55。距止损23.43约5.4%空间，暂持观察。若下探至24以下需警惕。\n\n**🟢 诺德股份(600110) | 11.84 -4.28% | 仓位0.11%**\n⚠️ 跌幅>3%需关注！今日大跌-4.28%成交量放大(2.12亿)，仅100股市值~1,184元。决策已确认：找入场机会非卖点，加仓区间11.5~11.8。现价11.84接近区间上沿，若继续回调至11.8以下可考虑加仓100~200股。\n\n---\n\n**【自选关注】**\n\n**👀 博创科技(300548) | 234.60 +6.94%**\n继续走强，站稳230已确认，回调至230~235可建仓2%。\n\n**👀 长飞光纤(06869) | 232.80 +10.75%**\n暴涨远超买入区间210~220，等回调至220以下再考虑。\n\n**👀 建滔集团(01888) | 49.82 +5.02%**\n超出买入区间45~47，等回调再考虑。\n\n**👀 小鹏汽车-W(09868) | 71.65 +5.68%**\n港股科技联动走强，等回调70~72建仓3%。\n\n**👀 中国神华(01088) | 46.02 -2.58%**\n走弱接近买入区间45~46，触及45可建仓3%。\n\n**👀 摩尔线程(688795) | 616.40 +2.73%**\n高于买入区间580~600，等回调再入。\n\n**👀 沐曦股份(688802) | 663.47 +4.06%**\n高于买入区间620~650，等回调再入。\n\n---\n\n**📌 今日关键信号：**\n1. **港股科技板块集体暴涨** — 腾讯+9.91%、阿里+5.94%、比亚迪+6.28%，底仓持有吃涨幅\n2. **诺德股份-4.28%大跌** — 轻仓反而提供加仓机会，关注11.5~11.8加仓区间\n3. **海博思创逼近止盈** — 最高305.53距309仅1.1%，追踪止盈已上移至290\n4. **A股已收盘(15:00)**，港股交易至16:00\n",
  "stocks_mentioned": [
    "00700",
    "01088",
    "01211",
    "01478",
    "01888",
    "02202",
    "02388",
    "06160",
    "06869",
    "09868",
    "09988",
    "300035",
    "300548",
    "300690",
    "300750",
    "518880",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411",
    "688795",
    "688802"
  ],
  "_id": "cron_bb35a0b1b5e3_2026-06-02_15-42-03"
}