{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-05T15:55:45.378189",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 15:24:33\n**Schedule:** 0,15,30,45 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automaticall",
  "content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 15:24:33\n**Schedule:** 0,15,30,45 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【快速盯盘 15分钟】每15分钟检查一次持仓是否有操作窗口。港股开市期间运行。\n\n一、读 /home/hmo/web-dashboard/data/portfolio.json\n  找出每只持仓的现价、成本、浮盈、仓位、前次分析\n\n二、读 /home/hmo/web-dashboard/data/decisions.json\n  提取所有status=active的策略（目前16只）\n  对每只股票，逐一对号入座查看策略\n\n三、每日首次（9:45）读daily_reviews.json更新历史背景\n\n四、输出策略：精简报告，不是每次都写满。\n  🔴 硬规则：标题必须以【股票名+代码】开头！禁止只有价格的标题（如「现价464.00...」）！\n  正确：「🔵 百济神州(06160) 现价164.40 → 进入试仓区间」  |  错误（禁止）：「现价164.40...」\n  🔹 其他远离开的 → 合并\"其他XX只远离操作区间，持有观察\"一行\n  🔹 完全无操作窗口 → SILENT\n\n五、自选股（读 /home/hmo/web-dashboard/data/watchlist.json）：\n  已入决策库的 → 按trigger条件判断\n  未入决策库的 → 根据盘面走势和现价做独立分析\n  确实无可说的 → 统一写\"自选股无特别关注\"\n\n六、报告对决策库的引用必须具体（直接写价位），不笼统说\"按计划\"\n\n七、基于daily_reviews近3天判断做纵向分析\n\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【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"买入/卖出/持有/观望\",\"price\":0}]}\n\n【重要】以上示例仅为格式展示，实际策略以 /home/hmo/web-dashboard/data/decisions.json 中所有status=active的股票为准。每份报告必须先读decisions.json获取完整策略列表（目前16只），再逐只分析。\n\n八、每条报告标题必须含股票名和代码。例如：「🔵 百济神州(06160) 进入试仓区间」，不能只说「进入第一批试仓区间」让用户猜。\n\n【区间偏差联动】写报告前读 ~/.hermes/zone_breach.json。\n  对action=\"reassess\"的股票，在报告中标注\"⚠️ 区间偏离：建议重新评估\"\n\n【格式铁律】\n每只股票必写\"股票名(代码)\"前缀，如\"腾讯(00700) 现价466.4\"。禁止无股票名的分析段落。\n\n【数据源优先级规则】\n- portfolio.json = 唯一可信的当前持仓数据（股数、成本、均价、现价）\n- decisions.json = 仅用于策略参考（区间、止损、目标），不可用于股数/成本\n- 禁止：用decisions.json的shares字段替代portfolio.json的实际持仓\n- 必须：先读portfolio.json确认当前实际股数和成本，再对照decisions.json看策略是否触发\n\n【自选股标注规则（严格遵循）】\n自选股每只必须带🟢🟡⚪表情符：\n\n🟢 可操作 — 价格在买入区内或距触发<3%，给仓位百分比+止损+策略\n   格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64\n🟡 关注 — 距触发3~5%，说明距买入区多远、何时变可操作\n   格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注\n⚪ 观察 — 距触发>5%或无可操作信号，一笔带过不说建议\n   格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作\n\n仓位只用百分比不要股数。禁止说\"可关注/到达买入区\"等空话。排序按推荐价值从高到低。\n\n## Response\n\nActually, wait. I need to double-check something. The stop loss for 海博思创 is 275, but the current price is 268.34. That means current price is LOWER than stop loss, so it should trigger. But actually, in the context of a profitable position, a \"stop loss\" at 275 when cost is 238.86 means \"sell if price falls TO 275 from higher levels to protect profits.\" But current price 268.34 is already BELOW 275, so technically it has already fallen through that level.\n\nHowever, I should check if this is really a trailing stop that should be updated. Let me look at the \"current\" field in the decision: \"持有设追踪止盈｜止损275/止盈309\". This says \"持有设追踪止盈\" which means \"hold with trailing stop profit\". The stop loss 275 might be a static level that was set when the stock was higher.\n\nActually, rethinking: if the strategy says \"止损275\" and current price is 268.34, then by strict definition, we should stop loss. The fact that it's still profitable overall (cost 238.86) doesn't matter - the stop loss is set at 275 to protect at least that much profit.\n\nBut I'm concerned because the stock was at 293-303 on June 1, and the stop loss was still 275. If the stock fell from 303 to 268, it fell through the 275 stop loss level. So technically, the stop loss should have been triggered already.\n\nActually, let me check one more thing - maybe the stop loss needs to be a trailing stop that updates. But the decision doesn't specify it's trailing. It just says \"止损275\".\n\nGiven the instruction: \"默认严格执行决策库现有策略，到价位就如实报告\", I should report it. But I should also note that it might need strategy modification since it's a profitable position.\n\nActually, looking back at the analysis in portfolio: \"设追踪止盈从高点305.53回落5%约290减1手\" - this suggests the actual trailing stop should be around 290 (5% down from 305.53), not 275.\n\nI think the issue is that the decision.json has a static stop loss of 275, but the analysis suggests a dynamic trailing stop. This might be a case where the strategy needs updating.\n\nGiven the rules: \"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\nI think I should report the stop loss trigger, but also suggest a strategy review. Let me update the report:\n\n【盯盘报告 15:23】\n==================================================\n【持仓操作】\n🔵 诺德股份(600110) 现价11.6 → 加仓\n   现价11.6在加仓区间11.5~11.8内 ⚠️ 区间偏离：建议重新评估\n\n🔵 海博思创(688411) 现价268.34 → 止损  \n   现价268.34≤止损价275，触发止损保护盈利\n   【策略修改建议】原止损275→建议改为追踪止盈290（从高点305.53回落5%），理由：当前浮盈+24.76%，静态止损275已不适用，应设动态止盈保护利润\n\n==================================================\n【自选关注】\n🟢 建滔集团(01888) 50.2 — 已入区间50~53，仓位0%\n🟢 中国神华(01088) 46.0 — 已入区间45~46，仓位3%\n🟡 摩尔线程-U(688795) 660.0 — 距买入区620~650仅1.5%，回落至650可关注\n🟡 沐曦股份-U(688802) 743.21 — 距买入区700~740仅0.4%，回落至740可关注\n🟡 长飞光纤(06869) 238.6 — 距买入区240~255仅0.6%，回落至240可关注\n🟡 博创科技(300548) 224.27 — 距买入区230~235仅2.5%，回落至230可关注\n\n==================================================\n<structured_data>{\"type\": \"盯盘\", \"time\": \"15:23\", \"holdings\": [{\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"加仓\", \"price\": 11.6}, {\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"止损\", \"price\": 268.34}]}</structured_data>\n",
  "stocks_mentioned": [
    "600110",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "15:23",
    "holdings": [
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "加仓",
        "price": 11.6
      },
      {
        "code": "688411",
        "name": "海博思创",
        "action": "止损",
        "price": 268.34
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-05_15-24-33"
}