知微 (MoFin)
aa0f740381
完整数据采集+分析管道： - market_watch.py：90行业板块采集（同花顺/东方财富） - 市场精选推荐 cron：全市场分析+候选池+星级推荐 - price_monitor.py：持仓/自选高频价格监控 - refresh_mtf_cache.py：多周期K线缓存 - 策略评估/知识萃取管道 文档：docs/ 含完整需求+架构设计 注意：尚未配置 git remote，笑笑接手后自行配置
27 lines
4.1 KiB
JSON
27 lines
4.1 KiB
JSON
{
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"title": "Cron Job: 盘前热点扫描",
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"type": "盘前",
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"created_at": "2026-06-16T08:55:43.793441",
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"summary": "**Job ID:** 99c06255590a\n**Run Time:** 2026-06-16 08:38:27\n**Schedule:** 30 8 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
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"content": "# Cron Job: 盘前热点扫描\n\n**Job ID:** 99c06255590a\n**Run Time:** 2026-06-16 08:38:27\n**Schedule:** 30 8 * * 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【盘前热点扫描】每日8:00-9:30\n数据：portfolio.json+decisions.json+market.json\n拉隔夜美股/中概/黄金/原油/汇率+当日重大新闻\n\n输出三段式不超600字：\n【⚡ 重点推荐操作】（最多3只）今日有操作窗口+具体价位\n股票名(代码) 现价X | 仓位X% | 技术面强弱阻力/支撑\n操作：唯一动词+价位\n\n【⚠️ 风险关注】（最多3只）隔夜/盘前风险信号\n\n【📋 今日关注】其余持仓一句话+自选靠近买入区\n\n铁律同快速盯盘\n\n## Response\n\nNow I have all the data needed. Let me compile the pre-market report.\n\n【⚡ 重点推荐操作】\n\n**腾讯控股(00700)** 现价466.2 | 仓位5.5% | +3.61%浮盈\n技术：多头排列，阻力470/500，支撑440/420。隔夜NASDAQ+3.07%，HK科技今早大概率跳空高开。\n→ **持有**，设追踪止盈从高点回落5%。\n\n**中芯国际-A(688981)** 现价125.58 | 仓位4.45% | +0.68%\n技术：昨日A股半导体板块+5.98%，科创50+5.12%。策略买入区118~126，现价刚突破上沿。隔夜纳指大涨，今日半导体预计延续。\n→ **持有**，止损111，止盈149。\n\n**比亚迪A(002594) 自选** 现价91.89 | 0%持仓\n策略买入区83.43~97.93，现价在区间中位。隔夜US科技大涨，新能源车链可能跟涨。\n→ **观望**，回落至86~88可试仓3%。\n\n【⚠️ 风险关注】\n\n**丘钛科技(01478)** 现价7.88 | 仓位10.23% | -37.22%\n最大重仓+最深亏损。半年无反弹迹象，隔夜无利好。禁止补仓摊平。\n\n**万科企业(02202)** 现价2.59 | 仓位6.02% | -45.04%\n地产持续承压，基本面未见改善。持有等催化，不加仓。\n\n**黄金ETF(518880)** 现价8.78 | 仓位2.49% | -25.97%\n现货金$4312全球高位，但持仓成本12.19，深套。黄金当前震荡，短线无解套窗口。\n\n【📋 今日关注】\n\n**诺德股份(600110)** 12.09 +5.74% — 昨日+9.96%涨停式拉升，半导体材料补涨延续，持有设止盈\n**阿里巴巴(09988)** 112.00 -6.00% — 成本126.17，中概跟随纳指反弹有望回血，持有\n**比亚迪H(01211)** 85.50 -6.74% — 成本95.92，港股汽车板块等待催化\n**中芯国际-H(00981)** 71.30 +0.09% — 与A股共振，策略买入区70~75已进入，持有\n**药明康德(603259)** 96.95 持平 — 新仓成本95.26，止损90/止盈105，持有观察\n**博创科技(300548)** 226.00 +2.56% — 光通信热点，仓位仅2.67%，持有\n**中国神华(01088)** 45.30 +0.26% — 煤炭昨日-3.11%领跌防御板块，高股息策略暂承压\n**中科电气(300035)** 16.92 -22.17% — 负极材料底部震荡，等待板块轮动\n**招商银行(600036)** 38.92 +0.79% — 银行板块昨日-1.08%，防御转弱\n**法拉电子(600563)** 154.62 +5.34% — 成本157.80接近回本，持有\n\n总资产¥106.17万 | 仓位79.83% | 现金¥21.42万 | 日盈亏+¥15,138\n",
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"stocks_mentioned": [
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"002594",
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"00700",
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"00981",
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"01088",
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"01211",
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"01478",
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"02202",
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"09988",
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"300035",
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"300548",
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"518880",
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"600036",
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"600110",
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"600563",
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"603259",
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"688981"
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],
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"structured": null,
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"_id": "cron_99c06255590a_2026-06-16_08-38-28"
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} |