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
9.8 KiB
JSON
135 lines
9.8 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": "2026-06-03T13:55:38.762548",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 13:31:30\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 13:31:30\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八、每条报告标题必须含股票名和代码。例如：「🔵 百济神州(06160) 进入试仓区间」，不能只说「进入第一批试仓区间」让用户猜。\n\n## Response\n\n📊 **快速盯盘报告 | 2026-06-03 13:30**\n\n---\n\n**🔵 百济神州(06160) 165.60 跌-1.90% — 仍在试仓区间内**\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165.60，在试仓区间164~166内（距下沿+1.0%，距上沿-0.2%）\n- 止损160距+3.5%，安全\n- ⚠️ 今日已多次报告此区间并执行试仓，现价仍在区间内运行。第二批170~172暂未触及。\n\n**🔵 诺德股份(600110) 12.15 涨+2.62% — 接近加仓区间上沿**\n- 策略原文：加仓区间11.5~11.8，止损10.5。11.5以下最佳，11.5~11.8可接受，加仓100~200股\n- 现价12.15，距加仓区间上沿11.8仅+2.97%\n- 未进入加仓区间，持有观察\n\n**🔵 万科企业(02202) 2.68 跌-3.60% — 接近补仓区间**\n- 策略原文：补仓2.5~2.6，跌至2.5~2.6可补仓1000股摊平\n- 现价2.68，距补仓区间上沿2.6+3.08%（刚好超出±3%边界）\n- 若继续下跌至2.6以下则进入关注区\n\n**🔵 腾讯控股(00700) 464.00 跌-3.65% — 追踪止盈未触发**\n- 策略：持有设追踪止盈，从高点回落5%再考虑出，回调450以下可接回\n- 今日高点484.0 → 追踪止盈459.8，现价464.0 > 459.8，距追踪止盈仅+0.9%\n- 若收盘继续走弱至460以下需关注是否触发\n\n**其他11只远离操作区间，持有观察**：比亚迪(01211)93.60/止损85安全、阿里(09988)127.30/止损115安全、中银(02388)47.76/止损44安全、海博思创(688411)289.00/止损275+5.1%、紫金矿业(601899)31.44、辽宁成大(600739)10.60、宁德时代(300750)430.91、法拉电子(600563)160.81/止损150安全、招商银行(600036)38.42/止损36安全、黄金ETF(518880)9.28/减仓10.5~11远未到、中科电气(300035)16.82、双一科技(300690)24.82\n\n**自选股**：建滔集团(01888)48.05已超买入区45~47约+3%待回调；其余自选股无特别关注（中国神华/小鹏/摩尔线程/博创科技等均未触发买入区间）\n\n---\n\n**📈 纵向对比**（6/1→6/3）：\n- 百济神州本周从168→165.6，持续在164~166区间盘整，缩量洗盘特征延续\n- 港股科技板块今日集体回调（腾讯-3.65%/阿里-2.75%/比亚迪-3.26%），昨日涨幅回吐一半\n- A股方面诺德放量上涨但与加仓区背道而驰，万科继续下探靠近补仓区\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":165.60},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":464.00},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.60},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.30},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.76},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"观望\",\"price\":2.68},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.20},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":289.00},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.44},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.60},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":430.91},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.81},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.42},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.28},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.82},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.82},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"观望\",\"price\":12.15}]}\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": "13:30",
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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（试仓）",
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"price": 165.6
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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": 464.0
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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": 93.6
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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": 127.3
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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": 47.76
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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": "观望",
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"price": 2.68
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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": 10.2
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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": 289.0
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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": 31.44
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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": 10.6
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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": 430.91
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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": 160.81
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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": 38.42
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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": 9.28
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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": 16.82
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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": 24.82
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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": "观望",
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"price": 12.15
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_13-31-31"
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} |