MoFin/data/reports/cron_d3797d924ddc_2026-06-03_09-31-39.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-03T09:56:06.722695",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 09:31:39\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:** 2026-06-03 09:31:39\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】低频率推送，只在必要时说事\n\n一、时间检查：\n  9:30-15:00（A股）+港股至16:00\n  非交易时段 → SILENT\n\n二、数据源：\n  读 portfolio.json + decisions.json\n  读 curl实时行情\n\n三、输出策略（核心规则）：\n  🔹 只有\"接近操作区间\"的股票才单独详细写\n     判断标准：现价距决策库trigger条件±3%内 或 当日异动>±5%\n     格式：【代码 名称】现价 涨跌幅 浮盈% → 操作建议【时效标记】\n  🔹 不接近操作区间的所有持仓合并成1段：\n     \"xxx,xxx,xxx,xxx,xxx 保持持仓观察\"\n  🔹 自选股同理：只有价格进入买入区间的才提\n  🔹 如果没有任何股票接近操作区间 → 整份报告SILENT（不推送）\n\n四、决策库参考（具体价位以此为准，结合最新行情做最新研判）：\n  百济06160 → batch1:164~166试仓, batch2:170~172加仓, 止损160\n  腾讯00700 → 追踪止盈(高点回落5%), 450以下可接\n  诺德600110 → entry_zone:11.5~11.8加仓100~200股\n  双一300690 → watch_low:23~24关注企稳, watch_high:26~27减半\n\n五、报告需基于前序报告的历史信息做纵向研判，不是孤立分析\n\n六、历史背景参考：\n  读 /home/hmo/web-dashboard/data/daily_reviews.json\n  了解前几日盘后复盘的关键判断和修正记录。\n  再读 decisions.json。综合历史+现状做最新研判。\n\n\n📂 行业知识参考：\n  读 /home/hmo/web-dashboard/data/stock_profiles.json\n  了解各股票的所属行业、主营业务。\n  分析时考虑行业联动（同行业股票的趋势是否一致？）\n  用于回答用户\"基本面怎样\"\"行业怎么看\"等问题\n\n\n六、结构化数据输出（每份报告末尾用以下标签附上结构化数据）：\n  报告正文结束后，另起一行输出：\n  <structured_data>\n  {\n    \"type\": \"盯盘\",\n    \"time\": \"HH:MM\",\n    \"holdings\": [\n      {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n    ]\n  }\n  </structured_data>\n  \n  action字段规范：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n  触发机会的股票加 trigger 字段（例：{\"code\":\"06160\",\"action\":\"关注\",\"trigger\":\"164~166\",\"price\":168.3}）\n  无操作窗口的报告也输出空数组：{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[]}\n\n【结构化数据输出规则】\n每份报告正文结束后，用以下格式附上结构化数据：\n<structured_data>\n{\n  \"type\": \"盯盘|盘中报|盘后复盘\",\n  \"time\": \"HH:MM\",\n  \"holdings\": [\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n  ]\n}\n</structured_data>\n\naction字段：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n有trigger条件的加 trigger 字段（如\"164~166\"）\n无操作窗口也输出空数组：{\"type\":\"...\",\"time\":\"...\",\"holdings\":[]}\n\n## Response\n\nData collected. Now I'll analyze and produce the report.\n\n**分析完成：**\n\n时间09:30，A股开盘 + 港股竞价时段。逐一对照决策库与实时行情，有三只股票接近操作区间：\n\n---\n\n🔔 **09:30 快速盯盘**\n\n**★ 诺德股份(600110) 11.75 -0.76% | 浮盈+21.64% → 加仓窗口开启**\n现价11.75已落入决策库加仓区间11.5~11.8！距上沿11.8仅0.4%。仅100股底仓，按计划可加仓100~200股。注意：若快速冲过11.8则错过窗口，建议现价附近挂单。\n\n**★ 海博思创(688411) 291.00 -2.73%(XD除权) | 浮盈+21.84% → ⚠️ 距追踪止盈仅0.3%**\n今日XD除息日，参考价调整。昨日设追踪止盈从高点305.53回落5%=290.25，当前291.00距触发线仅0.3%。若跌穿290，按计划减1手(100股)。仓位11.6%是最大单仓，建议紧盯。\n\n**★ 百济神州(06160) 168.10 -0.41% | 浮亏-5.25% → 接近分批入场区间**\n现价168.10距batch1试仓区(164~166)仅+1.3%~+2.5%，距batch2确认加仓区(170~172)仅-1.1%~-2.3%。两个方向都在±3%范围内。止损160距现价+5.1%安全。后续方向看大盘医药板块情绪——若反弹170+可追认batch2，若继续下行至164~166可试仓。\n\n**其他持仓（14只，保持观察）：**\n丘钛科技、比亚迪股份、阿里巴巴、紫金矿业、辽宁成大、宁德时代、中银香港、腾讯控股(499.8+3.78%远超追踪价)、万科企业、法拉电子、招商银行、黄金ETF、中科电气、华恒生物(已清仓) → 均远离操作区间，正常持有。\n\n**自选股：** 均远离决策库买入区间，无触发。\n\n<structured_data>\n{\n  \"type\": \"盯盘\",\n  \"time\": \"09:30\",\n  \"holdings\": [\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.75, \"trigger\": \"11.5~11.8\"},\n    {\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"观望\", \"price\": 291.00, \"trigger\": \"追踪止盈290\"},\n    {\"code\": \"06160\", \"name\": \"百济神州\", \"action\": \"关注\", \"price\": 168.10, \"trigger\": \"164~166试仓/170~172加仓\"}\n  ]\n}\n</structured_data>\n",
  "stocks_mentioned": [
    "600110"
  ],
  "structured": {
    "type": "盯盘",
    "time": "HH:MM",
    "holdings": [
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "观望",
        "price": 11.84
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-03_09-31-39"
}