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MoFin/data/reports/cron_d3797d924ddc_2026-06-01_15-47-55.json
知微 (MoFin) aa0f740381 MoFin 初始提交
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
2026-06-20 12:04:21 +08:00

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{
"title": "Cron Job: 快速盯盘-15分钟",
"type": "盯盘",
"created_at": "2026-06-01T15:56:03.416800",
"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-01 15:47:54\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:** 2026-06-01 15:47:54\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】\n📋 价位触发规则:操作建议必须基于明确的价格触发条件\n- 现价未触及止盈/止损/加仓价 → 写👀观望 + 写明条件(如\"等待站稳300以上\")\n- 触及价位的 → 写具体操作+仓位比例+价格\n- 示例:海博思创现价297,止盈位300。未触及→观望\"等待站稳300以上减仓50%\"\n- 示例:海博思创现价302,已触及300止盈位→🎯止盈:300以上减50%(208→104股)\n\n⚠️ 操作建议格式铁律:每条建议必须包含具体价格+仓位比例\n禁止输出:\"部分止盈\"\"适当减仓\"\"关注\"\"观望\"等模糊词\n正确格式示例:\n 🎯 止盈:300以上减50%(200股→100股),回落至280全部接回\n 🤝 持有:现价300,成本257.7,浮盈+16.5%,暂持\n 🛑 止损:跌破260清仓(200股)\n 🟢 加仓:回落至270~275加仓100股(仓位12%→18%)\n 👀 观望:等待站稳295以上再考虑\n\n⚠️ 表情符号规则:每只股票的操作建议前面必须加对应表情符\n🟢=买入/加仓 🔴=卖出/减仓 👀=观望 🤝=持有 🎯=止盈 🛑=止损\n\n一、时间检查。早于9:30→SILENT。午休11:31~12:59→SILENT\n\n二、拉实时行情 + 读数据源\n读取 /home/hmo/web-dashboard/data/portfolio.json 和 /home/hmo/web-dashboard/data/watchlist.json 获取持仓+自选列表\n用curl qt.gtimg.cn拉实时行情(持仓股+自选股)\n无触发→SILENT\n\n三、有信号时分析:每只异常±3%+输出。格式:代码|名称|现价|涨跌%|建议【时效】|原因\n⚠️ 港股价格完整性校验:从行情原始字符串取值,不用浮点数(避免精度丢失)。\n示例:百济神州行情169.90输出169.90(非69.90),华虹行情155.30输出155.30(非55.30)。\n\n四、输出:「📊 快速盯盘 | 时间」+ 信号内容。系统自动推,不做外部推送。\n\n六、XMPP推送和dashboard同步(最终输出后执行)\n1. 将报告全文用docker exec推送到XMPP\n docker exec ejabberd ejabberdctl send_message chat zhiwei@yoin.fun hmo@yoin.fun \"\" \"报告内容\"\n2. 将结构化分析数据POST到dashboard\n curl -X POST http://localhost:8899/api/analysis/batch -H 'Content-Type: application/json' -d '{\"holdings\":[每只股票的分析],\"watchlist\":[自选股的分析]}'\n3. 输出保留原样(用于本地存档),不做[SILENT]\n\n\n⚠️ 价格合理性校验:每只股票生成买入区间后,必须校验现价与买入区间是否匹配\n- 如果现价 < 买入区间下限 × 0.5(现价比买入区低一半以上)→ 标注⚠️数据异常,标记为\"价格异常需重估\"\n- 如果现价 > 买入区间上限 × 2(现价比买入区高一倍以上)→ 标注⚠️数据异常,标记为\"价格异常需重估\"\n- 港股(代码以0开头或含HK标识)必须用港股价格参考,不套用A股区间\n- 示例:华虹半导体01347港股现价约25-30,买入区间125-130是A股数据 → 明显异常\n\n## Response\n\n📊 快速盯盘 | 06-01 15:45\n\n━━ 持仓操作 ━━\n👀观望 海博思创(688411) | 现价293.04 | +6.17% | 冲高309.17后回落至293.04收+6.17%,长上影线。止盈310未触及(收293.04<310),止损280安全。等待站稳300以上再考虑减仓1/4(417→313股,仓位12%→9%)\n\n👀观望 丘钛科技(01478) | 现价10.24 | +7.34% | 底部放量大涨+7.34%至10.240,高10.500低9.730。距成本13.85仍-26%浮亏。止盈11.0未触及,止损9.0安全。等待站稳10.5以上\n\n🤝持有 比亚迪股份(01211) | 现价90.9 | -0.44% | 窄幅震荡-0.44%至90.90,成本96.16浮亏-5.5%。止损85未触及,止盈100未触及,暂持\n\n🤝持有 阿里巴巴-W(09988) | 现价123.3 | +1.99% | 温和反弹+1.99%至123.30,成本126.49浮亏-2.5%。止损118未触及,止盈135未触及,距回本仅2.5%,暂持\n\n🤝持有 紫金矿业(601899) | 现价30.19 | -0.82% | 微跌-0.82%至30.19,成本40.27深套-25%。止损28未触及,止盈35未触及,暂持等金价企稳\n\n🤝持有 辽宁成大(600739) | 现价10.86 | +0.93% | 小反弹+0.93%至10.86,成本12.29浮亏-11.6%。止损10.0距-7.9%安全,止盈12未触及,暂持\n\n🤝持有 宁德时代(300750) | 现价420.1 | -0.92% | 跌-0.92%至420.10,成本401.78浮盈+4.6%。止损400距-4.8%,日内低点418.18。收盘远离止损,暂持\n\n🤝持有 中银香港(02388) | 现价48.22 | +0.58% | 稳健上行+0.58%至48.22,成本43.91浮盈+9.8%。止损46未触及,止盈52距7.8%,暂持\n\n🤝持有 腾讯控股(00700) | 现价438.0 | +2.53% | 强势反弹+2.53%至438.00,成本445.08浮亏-1.6%。止损420未触及,止盈470未触及,距回本仅1.6%,暂持\n\n👀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\n\n🛑止损预警 法拉电子(600563) | 现价154.4 | -6.92% | ⚠️暴跌-6.92%!高开165.88后放量杀跌至153.99(成交19.7亿)。半导体回调(-3.92%)但法拉跌幅远超板块。距止损150仅+2.9%,若继续下跌需果断止损(200股清仓)\n\n🤝持有 招商银行(600036) | 现价38.2 | +0.50% | 微涨+0.50%至38.20,成本38.16几乎保本。止损32.43距-15.1%安全,暂持\n\n🛑止损预警 百济神州(06160) | 现价172.1 | -2.66% | 跌-2.66%至172.10,成本177.26浮亏-2.9%。日内最低168.800逼近止损168仅+2.4%。若跌破168需果断止损(200股清仓)\n\n🤝持有 黄金ETF华安(518880) | 现价9.344 | -0.56% | 微跌-0.56%至9.344,成本12.19深套-23.4%。止损7.96距-14.8%安全,暂持\n\n🤝持有 中科电气(300035) | 现价16.89 | +2.61% | 反弹+2.61%至16.89,成本23.88浮亏-29.3%。深度套牢,止损15未触及,暂持\n\n🤝持有 双一科技(300690) | 现价25.67 | +1.10% | 小涨+1.10%至25.67,成本27.57浮亏-6.9%。止损23.43距-8.7%安全,止盈30未触及,暂持\n\n🛑止损预警 华恒生物(688639) | 现价23.57 | +0.43% | 微涨+0.43%至23.57,成本27.27浮亏-13.6%。日内最低23.35,距止损23.18仅+1.7%。若跌破23.18需止损清仓(200股)\n\n🤝持有 诺德股份(600110) | 现价12.37 | -2.29% | 跌-2.29%至12.37,成本9.66浮盈+28.0%。回踩仍高于成本,止盈13.5未触,暂持\n\n━━ 自选关注(涨跌幅>±3%) ━━\n👀观望 建滔积层板(01888) | 现价47.30 | -13.37% | ⚠️继续暴跌-13.37%收47.30,从55.85崩至47.28成交44.5亿天量,不急于抄底\n\n🟢关注 中国神华(01088) | 现价47.02 | +4.30% | 煤炭板块领涨,买入区44-46可建仓3%\n\n🟢关注 小鹏集团-W(09868) | 现价67.90 | +6.34% | 底部放量反弹,买入区62-65可建仓2%\n\n👀观望 摩尔线程-U(688795) | 现价600.03 | -6.68% | GPU赛道跟随半导体回调,买入区560-580未触及\n\n👀观望 沐曦股份-U(688802) | 现价637.60 | -5.68% | GPU赛道回调,买入区590-610未触及\n\n👀观望 长飞光纤光缆(06869) | 现价210.60 | -7.31% | 暴跌成交33.2亿,买入区195-205未触及\n\n👀观望 长芯博创(300548) | 现价219.34 | -11.99% | 光通信/半导体双杀,买入区200-210未触及\n\n👀观望 中芯国际(688981) | 现价132.44 | -5.34% | 成交136.5亿天量,买入区125-130未触及\n\n👀观望 德明利(001309) | 现价597.41 | -6.65% | 存储芯片回调,买入区560-580未触及\n\n🟢关注 TCL电子(01070) | 现价14.29 | +3.25% | 放量上涨,等回踩14.0以下建仓2%\n\n━━ 其他自选 ━━\n🟢关注 药明康德(02359) | 现价128.60 | -1.30% | 买入区125-128,可考虑建仓2%\n🟢关注 中国平安(02318) | 现价60.40 | +0.58% | 买入区58-60,可建仓3%\n🟢关注 比亚迪A股(002594) | 现价93.65 | -2.63% | 买入区90-93,可建仓3%\n\n📌 推送完成:XMPP ✓ | Dashboard ✓\n",
"stocks_mentioned": [
"001309",
"002594",
"00700",
"01070",
"01088",
"01211",
"01478",
"01888",
"02202",
"02318",
"02359",
"02388",
"06160",
"06869",
"09868",
"09988",
"300035",
"300548",
"300690",
"300750",
"518880",
"600036",
"600110",
"600563",
"600739",
"601899",
"688411",
"688639",
"688795",
"688802",
"688981"
],
"_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
}