{ "code": "02202", "history": [ { "time": "2026-06-01T10:25:54.017859", "content": "• **万科企业(02202) 2.68 ↓-0.74%** → 深亏-30.26%,继续走弱无起色,暂不加仓,等待企稳信号", "report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34" }, { "time": "2026-06-01T10:25:54.220433", "content": "• **万科企业(02202)** 成本4.03/现价2.70 浮盈-33.00%(¥-35,117) → 建议反弹减仓", "report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10" }, { "time": "2026-06-01T10:25:54.259576", "content": "| **万科企业(02202)** | ~2.81 | **-30.26%** | 5月29日将举行股东周年会,审议增发H股授权等事项。地产板块依旧承压,短期难见反转。**建议:观望,不急于止损,等待", "report_id": "cron_74c1032dcf01_2026-05-21_08-43-03" }, { "time": "2026-06-04T08:55:10.497421", "content": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈", "report_id": "cron_99c06255590a_2026-06-04_08-33-05" }, { "time": "2026-06-08T08:55:37.158162", "content": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"", "report_id": "cron_99c06255590a_2026-06-08_08-33-29" }, { "time": "2026-06-09T08:55:23.478145", "content": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"", "report_id": "cron_99c06255590a_2026-06-09_08-38-14" }, { "time": "2026-06-15T08:55:17.001525", "content": "• **万科企业(02202) HK$2.64 (-43.81%)** — 房地产开发板块周五领跌(-0.79%),万科持续新低,距止损2.24仅-15%", "report_id": "cron_99c06255590a_2026-06-15_08-41-00" }, { "time": "2026-06-17T08:55:49.338608", "content": "**万科企业(02202)** HK$2.64 | -43.81% | 止损2.24(距现价-15%)", "report_id": "cron_99c06255590a_2026-06-17_08-35-59" }, { "time": "2026-06-18T08:55:23.378870", "content": "**② 万科企业(02202)** ¥2.59 | 房地产板块昨日-1.72%继续弱势,深套-45%不建议操作,但需关注若跌破2.47强支撑(前期低点)会加速下跌", "report_id": "cron_99c06255590a_2026-06-18_08-38-18" }, { "time": "2026-06-19T08:55:36.890930", "content": "**万科企业(02202)** 现价2.42 | 仓位4.03% | 光头光脚阴线-4.76%,房地产板块整体-0.92%,破位下行,注意2.06止损防线", "report_id": "cron_99c06255590a_2026-06-19_08-32-54" }, { "time": "2026-06-29T08:55:56.317989", "content": "**万科企业(02202) 现价2.20** | 浮亏-52.9%最大亏损股,止损2.0距9%,港股地产持续阴跌,关注2元心理关口。", "report_id": "cron_99c06255590a_2026-06-29_08-37-43" }, { "time": "2026-07-01T08:55:24.051390", "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": "2026-06-02T12:55:54.834592", "content": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有,止损2.5 |", "report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06" }, { "time": "2026-06-12T08:55:34.664644", "content": "• 万科企业(02202) 2.62 仓位6.02% → 浮亏-44.0%!地产持续低迷,无止损信号", "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18" }, { "time": "2026-06-12T08:55:34.502308", "content": "• 万科企业(02202) 现价2.61 仓位6.02% → 距止损2.34约11.5%,浮亏-44%,地产持续低迷", "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25" }, { "time": "2026-06-04T20:55:35.116164", "content": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"trigger\":\"补仓2.5~2.6,现价2.64距补仓区+1.5%\"},", "report_id": "cron_cd592b755da0_2026-06-04_20-02-37" }, { "time": "2026-06-01T10:55:23.987699", "content": "🟡 02202|万科企业|2.83|+4.04%|港股持有观察【当日】|地产板块异动,低开2.71后拉升至2.83,振幅6%", "report_id": "cron_d3797d924ddc_2026-06-01_10-48-20" }, { "time": "2026-06-01T15:56:03.419196", "content": "02202|万科企业|2.800|+3.32%|🤝持有|地产板块弱势反弹+3.32%,深套-48%行业趋势未改,不补仓不止损等政策催化。", "report_id": "cron_d3797d924ddc_2026-06-01_15-03-16" }, { "time": "2026-06-01T15:56:03.416800", "content": "👀观望 万科企业(02202) | 现价2.79 | +2.95% | 反弹+2.95%至2.79,成本5.42深套-48.5%。止损2.5未触及,深度套牢暂持观察", "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55" }, { "time": "2026-06-01T16:55:42.986232", "content": "• 万科企业(02202) | 2.79 +2.95% 👀观望:深套-48.5%低位反弹,止损2.5", "report_id": "cron_d3797d924ddc_2026-06-01_16-17-30" }, { "time": "2026-06-01T16:55:42.984902", "content": "• 万科企业(02202) | 2.78 | +2.58% → 🤝 持有:2.78,成本5.42,浮盈-48.7%", "report_id": "cron_d3797d924ddc_2026-06-01_16-47-34" }, { "time": "2026-06-02T10:55:59.900321", "content": "• 万科企业 02202 | 2.80 | +0.72% | 🤝 持有,深套中", "report_id": "cron_d3797d924ddc_2026-06-02_10-01-57" }, { "time": "2026-06-02T10:55:59.899611", "content": "🤝 万科企业(02202) 2.79 +0.36% | 成本5.42深套-48.5%,止损2.5安全", "report_id": "cron_d3797d924ddc_2026-06-02_10-17-38" }, { "time": "2026-06-02T12:55:54.838986", "content": "• **万科企业(02202)** HK$2.76 | 今日-0.72% | 仓位1.56%(已减半) → 持有剩余", "report_id": "cron_d3797d924ddc_2026-06-02_12-17-34" }, { "time": "2026-06-02T13:56:05.498180", "content": "• **万科企业(02202) | 2.78→**深套-48.72%,当日+3.32%反弹 | 👀观望:深套反弹性价比有限,止损2.5(距-10%)", "report_id": "cron_d3797d924ddc_2026-06-02_13-32-19" }, { "time": "2026-06-03T11:55:53.361771", "content": "| 万科企业(02202) | 2.69 | 补仓2.5~2.6 | 高于区间 |", "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" }, { "time": "2026-06-03T11:55:53.361771", "content": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},", "report_id": "cron_d3797d924ddc_2026-06-03_11-02-55" }, { "time": "2026-06-03T11:55:53.361331", "content": "**万科企业 02202** → 2.68,略高于补仓区间2.5~2.6(+3.1%,勉强超界)", "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" }, { "time": "2026-06-03T11:55:53.361331", "content": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},", "report_id": "cron_d3797d924ddc_2026-06-03_11-19-04" }, { "time": "2026-06-03T11:55:53.360822", "content": "**【👀 万科企业(02202) | 2.68 -3.60% → 接近补仓区上沿】**", "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" }, { "time": "2026-06-03T11:55:53.360822", "content": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", "report_id": "cron_d3797d924ddc_2026-06-03_11-32-38" }, { "time": "2026-06-03T11:55:53.360360", "content": "| 万科(02202) | 2.78 | 补仓2.5~2.6 | 高于区间 |", "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" }, { "time": "2026-06-03T11:55:53.360360", "content": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}", "report_id": "cron_d3797d924ddc_2026-06-03_11-46-38" }, { "time": "2026-06-03T12:55:41.563690", "content": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", "report_id": "cron_d3797d924ddc_2026-06-03_12-17-23" }, { "time": "2026-06-03T12:55:41.563244", "content": "| 万科(02202) | 2.68(-3.60%) | 补仓2.5~2.6 | 高于区间 |", "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" }, { "time": "2026-06-03T12:55:41.563244", "content": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", "report_id": "cron_d3797d924ddc_2026-06-03_12-33-14" }, { "time": "2026-06-03T12:55:41.562775", "content": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", "report_id": "cron_d3797d924ddc_2026-06-03_12-47-46" }, { "time": "2026-06-03T13:55:38.763485", "content": "**万科企业(02202)** ¥2.68(-3.60%) → 补仓2.5~2.6, 高于区间+3.1%边界", "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" }, { "time": "2026-06-03T13:55:38.763485", "content": "- 万科(02202) HK$2.68(-3.60%) | 补仓2.5~2.6未到", "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" }, { "time": "2026-06-03T13:55:38.763485", "content": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":164.", "report_id": "cron_d3797d924ddc_2026-06-03_13-03-00" }, { "time": "2026-06-03T13:55:38.762981", "content": "- 万科企业(02202) 2.68 -3.60% | 补仓区2.5~2.6 | 未到", "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" }, { "time": "2026-06-03T13:55:38.762981", "content": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(已在试仓区间买入)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-03_13-17-36" }, { "time": "2026-06-03T13:55:38.762548", "content": "**🔵 万科企业(02202) 2.68 跌-3.60% — 接近补仓区间**", "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" }, { "time": "2026-06-03T13:55:38.762548", "content": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓)\",\"price\":165.", "report_id": "cron_d3797d924ddc_2026-06-03_13-31-31" }, { "time": "2026-06-03T14:56:46.280333", "content": "## 🟡 万科企业(02202) — 接近补仓区间", "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" }, { "time": "2026-06-03T14:56:46.280333", "content": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入(试仓持有)\",\"price\":16", "report_id": "cron_d3797d924ddc_2026-06-03_14-02-01" }, { "time": "2026-06-03T14:56:46.279201", "content": "- 万科(02202) 2.71 | 补仓区2.5~2.6 | 未到", "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" }, { "time": "2026-06-03T14:56:46.279201", "content": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},", "report_id": "cron_d3797d924ddc_2026-06-03_14-49-45" }, { "time": "2026-06-03T15:55:46.071941", "content": "其他12只远离操作区间,持有观察:比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60", "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" }, { "time": "2026-06-03T15:55:46.071941", "content": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{", "report_id": "cron_d3797d924ddc_2026-06-03_15-17-15" }, { "time": "2026-06-03T15:55:46.071571", "content": "**万科(02202)** — 现价2.71,补仓区2.5~2.6,高于区间", "report_id": "cron_d3797d924ddc_2026-06-03_15-31-35" }, { "time": "2026-06-03T16:55:35.426799", "content": "🔵 **万科企业(02202)** 现价2.7 → 补仓区2.5~2.6,现价高于+3.8%,未触发。", "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" }, { "time": "2026-06-03T16:55:35.426799", "content": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", "report_id": "cron_d3797d924ddc_2026-06-03_16-17-02" }, { "time": "2026-06-04T09:55:40.298314", "content": "**🔵 万科(02202) 2.7 → 持有 | 法拉电子(600563) 167.58 → 持有 | 紫金(601899) 31.54 → 持有**", "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" }, { "time": "2026-06-04T09:55:40.298314", "content": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{", "report_id": "cron_d3797d924ddc_2026-06-04_09-16-45" }, { "time": "2026-06-04T09:55:40.297811", "content": "⚪ **万科企业(02202) 现价2.68 → 补仓区间2.5~2.6,未进入**", "report_id": "cron_d3797d924ddc_2026-06-04_09-31-27" }, { "time": "2026-06-04T09:55:40.297209", "content": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.", "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" }, { "time": "2026-06-04T09:55:40.297209", "content": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},", "report_id": "cron_d3797d924ddc_2026-06-04_09-46-27" }, { "time": "2026-06-04T10:55:34.843432", "content": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持", "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" }, { "time": "2026-06-04T10:55:34.843432", "content": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},", "report_id": "cron_d3797d924ddc_2026-06-04_10-02-32" }, { "time": "2026-06-04T10:55:34.842936", "content": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},", "report_id": "cron_d3797d924ddc_2026-06-04_10-17-24" }, { "time": "2026-06-04T10:55:34.842504", "content": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30", "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" }, { "time": "2026-06-04T10:55:34.842504", "content": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{", "report_id": "cron_d3797d924ddc_2026-06-04_10-32-58" }, { "time": "2026-06-04T10:55:34.841980", "content": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3", "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" }, { "time": "2026-06-04T10:55:34.841980", "content": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":", "report_id": "cron_d3797d924ddc_2026-06-04_10-47-36" }, { "time": "2026-06-04T11:55:44.731104", "content": "• 万科(02202) 2.67 在补仓区2.5~2.6上方(+2.7%)", "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" }, { "time": "2026-06-04T11:55:44.731104", "content": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},", "report_id": "cron_d3797d924ddc_2026-06-04_11-02-07" }, { "time": "2026-06-04T11:55:44.730607", "content": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45", "report_id": "cron_d3797d924ddc_2026-06-04_11-17-13" }, { "time": "2026-06-04T11:55:44.730058", "content": "**🔵 万科企业(02202) 现价2.67 | 补仓区2.5~2.6**", "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" }, { "time": "2026-06-04T11:55:44.730058", "content": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{", "report_id": "cron_d3797d924ddc_2026-06-04_11-32-59" }, { "time": "2026-06-04T11:55:44.729496", "content": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止", "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" }, { "time": "2026-06-04T11:55:44.729496", "content": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},", "report_id": "cron_d3797d924ddc_2026-06-04_11-47-46" }, { "time": "2026-06-04T12:56:22.978162", "content": "**🔵 万科企业(02202) 现价2.66(-1.48%) → 接近补仓区2.5~2.6**", "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" }, { "time": "2026-06-04T12:56:22.978162", "content": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}", "report_id": "cron_d3797d924ddc_2026-06-04_12-02-57" }, { "time": "2026-06-04T12:56:22.977655", "content": "🟢 **万科(02202)** 2.65 | 补仓区2.5~2.6未触发 | 持有", "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" }, { "time": "2026-06-04T12:56:22.977655", "content": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}", "report_id": "cron_d3797d924ddc_2026-06-04_12-17-06" }, { "time": "2026-06-04T12:56:22.977201", "content": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_12-32-23" }, { "time": "2026-06-04T12:56:22.976697", "content": "**🔵 万科企业(02202) 现价2.65 → 接近补仓区但未入**", "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" }, { "time": "2026-06-04T12:56:22.976697", "content": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\"", "report_id": "cron_d3797d924ddc_2026-06-04_12-48-03" }, { "time": "2026-06-04T13:55:22.350600", "content": "- 万科(02202) 2.66 — 高于补仓区2.5~2.6,持有", "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" }, { "time": "2026-06-04T13:55:22.350600", "content": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":", "report_id": "cron_d3797d924ddc_2026-06-04_13-02-55" }, { "time": "2026-06-04T13:55:22.350185", "content": "**🔵 万科企业(02202) 现价2.65 → 接近补仓区2.5~2.6但未入**", "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" }, { "time": "2026-06-04T13:55:22.350185", "content": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_13-18-00" }, { "time": "2026-06-04T13:55:22.349755", "content": "**🔵 万科(02202) 现价2.66 → 距买入区2.5~2.6仅+2.3%**", "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" }, { "time": "2026-06-04T13:55:22.349755", "content": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_13-31-41" }, { "time": "2026-06-04T13:55:22.349262", "content": "🔵 **万科企业(02202) 2.66 — 高于补仓区间2.5~2.6 +2.3%**", "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" }, { "time": "2026-06-04T13:55:22.349262", "content": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_13-47-33" }, { "time": "2026-06-04T14:56:02.482377", "content": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止", "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" }, { "time": "2026-06-04T14:56:02.482377", "content": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}", "report_id": "cron_d3797d924ddc_2026-06-04_14-33-15" }, { "time": "2026-06-04T14:56:02.481762", "content": "其他12只远离操作区间,持有观察:比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018", "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" }, { "time": "2026-06-04T14:56:02.481762", "content": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{", "report_id": "cron_d3797d924ddc_2026-06-04_14-46-17" }, { "time": "2026-06-04T15:55:48.453502", "content": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-", "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" }, { "time": "2026-06-04T15:55:48.453502", "content": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}", "report_id": "cron_d3797d924ddc_2026-06-04_15-02-32" }, { "time": "2026-06-04T15:55:48.452984", "content": "- 万科(02202) 2.64 — 补仓区2.5~2.6,现价略高于", "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" }, { "time": "2026-06-04T15:55:48.452984", "content": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_15-18-41" }, { "time": "2026-06-04T15:55:48.452497", "content": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_15-32-39" }, { "time": "2026-06-04T15:55:48.451977", "content": "• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 3", "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" }, { "time": "2026-06-04T15:55:48.451977", "content": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2", "report_id": "cron_d3797d924ddc_2026-06-04_15-47-52" }, { "time": "2026-06-04T16:55:50.528474", "content": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, { "time": "2026-06-04T16:55:50.528474", "content": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出(止损已触发)\",\"price", "report_id": "cron_d3797d924ddc_2026-06-04_16-32-29" }, { "time": "2026-06-05T10:56:45.902822", "content": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri", "report_id": "cron_d3797d924ddc_2026-06-05_10-39-10" }, { "time": "2026-06-05T11:55:24.761535", "content": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}", "report_id": "cron_d3797d924ddc_2026-06-05_11-05-35" }, { "time": "2026-06-05T13:55:48.894339", "content": "**🔵 万科企业(02202) 现价2.67 → 接近补仓区间2.5~2.6**", "report_id": "cron_d3797d924ddc_2026-06-05_13-32-14" }, { "time": "2026-06-05T14:56:29.122544", "content": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{", "report_id": "cron_d3797d924ddc_2026-06-05_14-02-57" }, { "time": "2026-06-05T16:55:44.801957", "content": "12. **万科企业(02202)** - 现价2.65,策略:持有等反弹", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, { "time": "2026-06-05T16:55:44.801957", "content": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{", "report_id": "cron_d3797d924ddc_2026-06-05_16-32-57" }, { "time": "2026-06-09T08:55:23.486649", "content": "**🔵 万科企业(02202) 现价2.56 → 在买入区2.5~2.6内**", "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" }, { "time": "2026-06-09T08:55:23.486649", "content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{", "report_id": "cron_d3797d924ddc_2026-06-08_15-41-36" }, { "time": "2026-06-09T08:55:23.486250", "content": "**🔵 万科企业(02202) 现价2.55 | 进入补仓区间2.5~2.6**", "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" }, { "time": "2026-06-09T08:55:23.486250", "content": "🟢 **万科企业(02202) 2.55 — 已入补仓区间2.5~2.6**,可执行补仓计划", "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" }, { "time": "2026-06-09T08:55:23.486250", "content": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162", "report_id": "cron_d3797d924ddc_2026-06-08_15-59-20" }, { "time": "2026-06-09T08:55:23.485735", "content": "🔵 **万科企业(02202) 现价2.55 — 在买入区2.5~2.6内**", "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" }, { "time": "2026-06-09T08:55:23.485735", "content": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{", "report_id": "cron_d3797d924ddc_2026-06-08_16-19-34" }, { "time": "2026-06-10T09:04:06.273196", "content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},", "report_id": "cron_d3797d924ddc_2026-06-09_15-50-03" }, { "time": "2026-06-10T09:04:06.272513", "content": "🔵 **万科企业(02202) 2.55 (0.00%)** — 策略买入区2.41~2.67,现价2.55在区间内。止损2.34/止盈2.92。深套-45.04%暂持。", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, { "time": "2026-06-10T09:04:06.272513", "content": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}", "report_id": "cron_d3797d924ddc_2026-06-09_16-26-21" }, { "time": "2026-06-11T08:55:23.385966", "content": "港股:腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里", "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" }, { "time": "2026-06-11T08:55:23.385966", "content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},", "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20" }, { "time": "2026-06-03T10:58:51.722323", "content": "| 万科企业(02202) | 2.69 | -3.24% | 补仓区2.5~2.6未到 |", "report_id": "cron_d39e265198ad_2026-06-03_10-41-43" }, { "time": "2026-06-03T10:58:51.721279", "content": "| 万科企业 | 02202 | 2.69(-3.24%) | 补仓区2.5~2.6 | 高于补仓区 |", "report_id": "cron_d39e265198ad_2026-06-03_10-58-48" }, { "time": "2026-06-25T08:55:46.625230", "content": "**万科企业(02202)** 距止损-12.5%!现价2.0(-3.75%),弱支撑2.26已破,逼近止损1.75。成本4.68(-57.3%)深套。操作:已无加仓意义,跌破1.75必须斩仓,本周重", "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19" }, { "time": "2026-06-30T08:55:46.708460", "content": "**港股概览:** 恒指+1.8%反弹,持仓分化。腾讯(00700)浮亏-4.6%目标已超但盈亏比偏低;丘钛(01478)深套-49.7%及万科(02202)深套-52.4%均暂远离止损(距12-22", "report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09" }, { "time": "2026-06-29T08:55:56.391301", "content": "**③ ⚠️ 万科(02202)浮亏-52.9%,接近止损却无复盘**", "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21" }, { "time": "2026-06-29T08:55:56.391301", "content": "- **万科(02202)** — 现价2.20,止损2.00(距9%)。周五港股继续弱,若跌破2.00港币将触发止损。建议:提前制定应对方案,而不是等到触发了再慌。", "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21" }, { "time": "2026-06-04T09:55:40.300986", "content": "- 万科(02202): 补仓区间2.5~2.6,昨收2.70,距+3.8%,未进入。", "report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01" }, { "time": "2026-06-09T08:55:23.491465", "content": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.62},", "report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57" }, { "time": "2026-06-14T08:55:34.460610", "content": "• **万科企业(02202)** — 持仓19700股,-43.81%,深套持有", "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41" } ] }