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
135 lines
10 KiB
JSON
135 lines
10 KiB
JSON
{
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"title": "Cron Job: 快速盯盘-15分钟",
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"type": "盯盘",
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"created_at": "2026-06-03T11:55:53.361331",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 11:19:03\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",
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"content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 11:19:03\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】每15分钟检查一次持仓是否有操作窗口。港股开市期间运行。\n\n一、读 /home/hmo/web-dashboard/data/portfolio.json\n 找出每只持仓的现价、成本、浮盈、仓位、前次分析\n\n二、读 /home/hmo/web-dashboard/data/decisions.json\n 提取所有status=active的策略（目前16只）\n 对每只股票，逐一对号入座查看策略\n\n三、每日首次（9:45）读daily_reviews.json更新历史背景\n\n四、输出策略：精简报告，不是每次都写满。\n 🔹 操作区间附近（±3%）的股票 → 详细写，把策略原文完整列出（含区间+仓位+止损+到期日）\n 🔹 其他远离开的 → 合并\"其他XX只远离操作区间，持有观察\"一行\n 🔹 完全无操作窗口 → SILENT\n\n五、自选股（读 /home/hmo/web-dashboard/data/watchlist.json）：\n 已入决策库的 → 按trigger条件判断\n 未入决策库的 → 根据盘面走势和现价做独立分析\n 确实无可说的 → 统一写\"自选股无特别关注\"\n\n六、报告对决策库的引用必须具体（直接写价位），不笼统说\"按计划\"\n\n七、基于daily_reviews近3天判断做纵向分析\n\n【策略执行原则】\n1. 默认严格执行决策库现有策略，到价位就如实报告。\n 正确示例：百济163.80，在试仓区间164~166内；诺德11.52，在加仓区间11.5~11.8内\n 错误示例：自己说\"不建议加仓\"或擅自改区间\n\n2. 修改策略要慎重。只有确实认为原策略不再适用（有充分的新市场信息或基本面变化），才附上修改建议：\n 【策略修改建议】原决策→建议改为→理由\n 改完等用户确认。\n\n3. 没有确凿理由就严格执行，不提修改建议。\n\n【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"买入/卖出/持有/观望\",\"price\":0}]}\n\n【重要】以上示例仅为格式展示，实际策略以 /home/hmo/web-dashboard/data/decisions.json 中所有status=active的股票为准。每份报告必须先读decisions.json获取完整策略列表（目前16只），再逐只分析。\n\n## Response\n\nNow I have all the data needed. Let me compile the analysis.\n\n**Key findings:**\n- **港股大幅回调**：腾讯-4.03%、阿里-3.21%、万科-3.60%、百济-2.67%、比亚迪-2.74%\n- **A股小幅回调**：法拉-2.95%、海博-1.93%，诺德+4.22%逆势上涨\n- **市场情绪**：偏空，仅35.6%板块上涨，半导体领涨+3.97%\n\n**Zone analysis:**\n\n**百济神州 06160** → 164.30，在batch1区间164~166内 ✅\n**腾讯控股 00700** → 462.20，距追踪止盈触发价460.56仅+0.36% ⚠️\n**万科企业 02202** → 2.68，略高于补仓区间2.5~2.6（+3.1%，勉强超界）\n\n其余远离操作区间。\n\n---\n\n🕐 11:16 快速盯盘\n\n**🔵 操作区间附近 — 详细分析**\n\n**① 百济神州(06160) 164.30(-2.67%) → 已进入batch1区间**\n策略原文：「分批入场：第一批164~166试仓100股，第二批170~172追认100股，止损160，目标175~185」\n- 现价164.30，在batch1触发区间164~166内✅（距下沿164仅+0.18%）\n- 止损160 | 距现价+2.7% | 安全\n- 用户已有200股(成本177.41浮亏-7.4%)，batch1若执行将增至300股\n- 港股科技板块今日整体回调，百济-2.67%同步下跌，缩量洗盘特征延续\n- 昨日报告：163.90 → 今日开盘后反弹至164.30，低位有支撑\n\n**② 腾讯控股(00700) 462.20(-4.03%) ⚠️ 距追踪止盈极近**\n策略原文：「持有设追踪止盈，从高点回落5%（约449）再考虑出」\n- 昨日高点484.8，5%回落触发价=460.56\n- 现价462.20，距触发价仅+1.64(+0.36%) ⚠️\n- 若今日继续下行，触及460.56则按策略应考虑减仓\n- 已从昨日高点484.8回落-4.7%，接近5%触发线\n- 现有100股底仓(成本445.45浮盈+3.8%)\n\n---\n\n**📋 其他持仓（远离操作区间，持有观察）**\n• 海博思创 293.39(-1.93%) | 距止盈309-5.0%\n• 宁德时代 431.52(-0.55%) | 止盈500远\n• 招商银行 38.50(-0.77%) | 止损36/止盈42中间\n• 中银香港 47.68(-0.67%) | 止损44/止盈52中间\n• 法拉电子 160.98(-2.95%) | 止损150安全\n• 比亚迪股份 94.10(-2.74%) | 止盈100/止损85中间\n• 阿里巴巴 126.70(-3.21%) | 止损115/止盈145中间\n• 辽宁成大 10.65(-0.56%) | 反弹止盈11.5~12未到\n• 紫金矿业 31.49(-0.28%) | 减仓34~35未到\n• 黄金ETF 9.32(-0.94%) | 减仓10.5~11远\n• 中科电气 16.90(+2.18%) | 止盈20未到\n• 双一科技 24.88(-0.08%) | 止损23.43安全\n• 诺德股份 12.34(+4.22%) | 加仓区10.5~11已过，持有\n• 丘钛科技 10.13(-0.20%) | 深套持有\n• 万科企业 2.68(-3.60%) | 补仓区2.5~2.6略高于\n\n---\n\n**👀 自选股关注**\n• 中国神华(01088) 46.16(-0.09%) — 在买入区45~46范围内，可关注建仓机会\n• 小鹏汽车-W(09868) 69.30(-3.75%) — 低于买入区70~72约-1%，接近可介入\n• 其余自选股：建滔53.20(+7.43%)、长飞265.40(+14%)、摩尔线程645(+4.69%)、沐曦696(+5.03%)、博创251(+7.19%)均远超买入区，无操作窗口\n\n---\n\n**纵向分析**（daily_reviews.json空，无历史数据）：\n- 今日港股整体回调幅度显著（腾讯-4%、阿里-3.2%），与昨日大涨形成反差，属正常技术性回调\n- 市场结构：A股半导体+3.97%领涨，科技硬件偏强，消费/白酒偏弱\n- 百济处于164~166洗盘区，回调幅度与板块同步，未出现异常\n\n---\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":462.20},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":293.39},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":431.52},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.50},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.68},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.98},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":94.10},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":126.70},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.65},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.49},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.32},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.90},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.88},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.34},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.13},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.68}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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"01478",
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"02202",
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"02388",
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"06160",
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"09988",
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"300035",
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"300690",
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"300750",
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"518880",
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"600036",
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"600110",
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"600563",
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"600739",
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"601899",
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"688411"
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],
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"structured": {
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"type": "盯盘",
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"time": "11:16",
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"holdings": [
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{
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"code": "06160",
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"name": "百济神州",
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"action": "买入",
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"price": 164.3
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},
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{
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"code": "00700",
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"name": "腾讯控股",
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"action": "持有",
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"price": 462.2
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},
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{
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"code": "688411",
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"name": "海博思创",
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"action": "持有",
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"price": 293.39
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},
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{
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"code": "300750",
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"name": "宁德时代",
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"action": "持有",
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"price": 431.52
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},
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{
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"code": "600036",
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"name": "招商银行",
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"action": "持有",
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"price": 38.5
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},
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{
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"code": "02388",
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"name": "中银香港",
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"action": "持有",
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"price": 47.68
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},
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{
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"code": "600563",
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"name": "法拉电子",
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"action": "持有",
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"price": 160.98
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},
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{
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"code": "01211",
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"name": "比亚迪股份",
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"action": "持有",
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"price": 94.1
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},
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{
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"code": "09988",
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"name": "阿里巴巴-W",
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"action": "持有",
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"price": 126.7
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},
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{
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"code": "600739",
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"name": "辽宁成大",
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"action": "持有",
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"price": 10.65
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},
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{
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"code": "601899",
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"name": "紫金矿业",
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"action": "持有",
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"price": 31.49
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},
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{
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"code": "518880",
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"name": "黄金ETF华安",
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"action": "持有",
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"price": 9.32
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},
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{
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"code": "300035",
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"name": "中科电气",
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"action": "持有",
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"price": 16.9
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},
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{
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"code": "300690",
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"name": "双一科技",
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"action": "持有",
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"price": 24.88
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},
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "持有",
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"price": 12.34
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},
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{
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"code": "01478",
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"name": "丘钛科技",
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"action": "持有",
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"price": 10.13
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},
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{
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"code": "02202",
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"name": "万科企业",
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"action": "持有",
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"price": 2.68
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_11-19-04"
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} |