{ "last_updated": "2026-06-20 18:00", "total_candidates": 10, "sectors_analyzed_today": [ "半导体", "金属新材料", "医疗服务", "元件", "消费电子", "自动化设备" ], "candidates": [ { "code": "600111", "name": "北方稀土", "sector": "小金属", "xiaoguo_score": 7, "reason": "稀土配额管控趋严,价格企稳反弹,资金持续流入,周线级别底背离后放量上攻,趋势健康且具安全边际。", "entry_range": "49.00-52.00", "stop_loss": "47.00", "target": "58.00", "added_at": "2026-06-19 18:17", "last_updated": "2026-06-20 18:00", "num_observations": 3, "score_history": [ { "date": "2026-06-19 18:17", "score": 8 }, { "date": "2026-06-20 04:00", "score": 8 }, { "date": "2026-06-20 18:00", "score": 7 } ], "xiaoguo_strategy": {}, "zhiwei_star": 4.0, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "今日小金属板块涨2.28%但资金净流出7.96亿,板块热度降温,暂持保留" }, { "code": "002271", "name": "东方雨虹", "sector": "非金属材料Ⅱ", "xiaoguo_score": 4, "reason": "建材龙头估值修复,政策托底地产预期升温。但价格已大幅低于原入场区间,均线空头排列,需等待企稳信号。", "entry_range": "12.00-12.50", "stop_loss": "11.30", "target": "15.50", "added_at": "2026-06-19 18:17", "last_updated": "2026-06-20 18:00", "num_observations": 3, "score_history": [ { "date": "2026-06-19 18:17", "score": 7 }, { "date": "2026-06-20 04:00", "score": 4 }, { "date": "2026-06-20 18:00", "score": 4 } ], "xiaoguo_strategy": {}, "zhiwei_star": null, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": true, "trend_note": "连续3次评分下降(7→4→4),价格12.13附近,非金属材料板块大涨但该股未跟涨,板块内分化明显" }, { "code": "002475", "name": "立讯精密", "sector": "元件", "xiaoguo_score": 8, "reason": "消费电子复苏+AI硬件布局,业绩确定性高,回调至20日均线获支撑,资金承接有力,安全边际较好。", "entry_range": "66.00-70.00", "stop_loss": "63.00", "target": "80.00", "added_at": "2026-06-19 18:17", "last_updated": "2026-06-20 18:00", "num_observations": 3, "score_history": [ { "date": "2026-06-19 18:17", "score": 7 }, { "date": "2026-06-20 04:00", "score": 8 }, { "date": "2026-06-20 18:00", "score": 8 } ], "xiaoguo_strategy": {}, "zhiwei_star": 4.5, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": true, "promoted_at": "2026-06-20 18:00", "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "600585", "name": "海螺水泥", "sector": "非金属材料Ⅱ", "xiaoguo_score": 5, "reason": "估值处于历史低位,博弈稳增长政策发力。非金属材料板块+4.99%领涨但该股跟涨力度不足,需等待右侧放量确认。", "entry_range": "17.50-18.50", "stop_loss": "16.50", "target": "21.00", "added_at": "2026-06-19 18:17", "last_updated": "2026-06-20 18:00", "num_observations": 3, "score_history": [ { "date": "2026-06-19 18:17", "score": 6 }, { "date": "2026-06-20 04:00", "score": 4 }, { "date": "2026-06-20 18:00", "score": 5 } ], "xiaoguo_strategy": {}, "zhiwei_star": null, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "非金属材料板块大涨4.99%但该股仅小幅跟涨,板块龙头金戈新材+21.67%涨停,海螺属跟风品种" }, { "code": "688981", "name": "中芯国际", "sector": "半导体", "xiaoguo_score": 8, "reason": "半导体板块单日净流入120.97亿领涨市场,个股放量上攻+4.45%,南向资金连续6日净买入,趋势完美且催化剂明确。", "entry_range": "135.00-142.00", "stop_loss": "128.00", "target": "165.00", "added_at": "2026-06-20 04:00", "last_updated": "2026-06-20 18:00", "num_observations": 2, "score_history": [ { "date": "2026-06-20 04:00", "score": 8 }, { "date": "2026-06-20 18:00", "score": 8 } ], "xiaoguo_strategy": {}, "zhiwei_star": 5.0, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": true, "promoted_at": "2026-06-20 18:00", "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "002371", "name": "北方华创", "sector": "半导体", "xiaoguo_score": 8, "reason": "半导体设备龙头,板块资金大幅流入120.97亿,个股趋势健康+2.39%,721元附近整理充分后启动,具备安全边际。", "entry_range": "700.00-725.00", "stop_loss": "680.00", "target": "800.00", "added_at": "2026-06-20 04:00", "last_updated": "2026-06-20 18:00", "num_observations": 2, "score_history": [ { "date": "2026-06-20 04:00", "score": 8 }, { "date": "2026-06-20 18:00", "score": 8 } ], "xiaoguo_strategy": {}, "zhiwei_star": 4.5, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": true, "promoted_at": "2026-06-20 18:00", "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "603259", "name": "药明康德", "sector": "医疗服务", "xiaoguo_score": 8, "reason": "完成25亿港元H股回购用于员工激励,彰显管理层信心。医疗服务板块净流入11.67亿,个股+4.60%放量上攻。", "entry_range": "98.00-105.00", "stop_loss": "93.00", "target": "118.00", "added_at": "2026-06-20 04:00", "last_updated": "2026-06-20 18:00", "num_observations": 2, "score_history": [ { "date": "2026-06-20 04:00", "score": 7 }, { "date": "2026-06-20 18:00", "score": 8 } ], "xiaoguo_strategy": {}, "zhiwei_star": 4.0, "zhiwei_reviewed": true, "zhiwei_reviewed_at": "2026-06-20 04:00", "promoted": true, "promoted_at": "2026-06-20 18:00", "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "300124", "name": "汇川技术", "sector": "自动化设备", "xiaoguo_score": 7, "reason": "工控自动化龙头,受益于AI+智能制造主线。自动化设备板块净流入15.27亿,个股+2.05%温和放量,走势稳健。", "entry_range": "69.50-72.00", "stop_loss": "66.50", "target": "82.00", "added_at": "2026-06-20 18:00", "last_updated": "2026-06-20 18:00", "num_observations": 1, "score_history": [ { "date": "2026-06-20 18:00", "score": 7 } ], "xiaoguo_strategy": {}, "zhiwei_star": null, "zhiwei_reviewed": false, "zhiwei_reviewed_at": null, "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "688017", "name": "绿的谐波", "sector": "自动化设备", "xiaoguo_score": 7, "reason": "谐波减速器龙头,机器人核心零部件稀缺标的。个股+6.92%放量大涨,自动化设备+机器人双概念叠加,弹性十足。", "entry_range": "395.00-415.00", "stop_loss": "375.00", "target": "460.00", "added_at": "2026-06-20 18:00", "last_updated": "2026-06-20 18:00", "num_observations": 1, "score_history": [ { "date": "2026-06-20 18:00", "score": 7 } ], "xiaoguo_strategy": {}, "zhiwei_star": null, "zhiwei_reviewed": false, "zhiwei_reviewed_at": null, "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" }, { "code": "300759", "name": "康龙化成", "sector": "医疗服务", "xiaoguo_score": 7, "reason": "CXO龙头之一,跟随药明康德+4.60%放量上攻。医疗服务板块净流入11.67亿,生物医药资金回补趋势明确。", "entry_range": "21.50-23.00", "stop_loss": "20.50", "target": "27.00", "added_at": "2026-06-20 18:00", "last_updated": "2026-06-20 18:00", "num_observations": 1, "score_history": [ { "date": "2026-06-20 18:00", "score": 7 } ], "xiaoguo_strategy": {}, "zhiwei_star": null, "zhiwei_reviewed": false, "zhiwei_reviewed_at": null, "promoted": false, "promoted_at": null, "dropped": false, "drop_reason": null, "trend_warning": false, "trend_note": "" } ] }