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
9.7 KiB
JSON
135 lines
9.7 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": "2026-06-03T14:56:46.279201",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 14:49:44\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 14:49:44\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 15分钟 | 2026-06-03 14:46 HKT**\n\n---\n\n**🔵 百济神州(06160) 进入试仓区间 — 持有观察**\n\n现价 **164.40**（-2.61%），处决策库**分批入场策略** batch1 区间 **164~166** 内\n\n**策略原文：**\n- 分批入场：第一批164~166试仓100股，第二批170~172追认100股\n- 止损160，目标175~185\n- 到期：2026-07-01\n\n**当前状态：** 持仓200股，均价~177.41元（含前几日买入），今日已多次在164~165区间执行试仓买入。\n价格164.40仍在batch1区域内，距止损160仅+2.7%。下午走弱从166.40高点回落至164.40，跌幅-2.61%。\n**建议：** 已有仓位，非新开仓窗口。关注止损160，若尾盘加速下探163以下需密切关注。\n\n---\n\n**其他16只远离操作区间，持有观察：**\n- 比亚迪(01211) 93.30 | 止损85/止盈100 | 浮亏-3.1%\n- 阿里(09988) 127.20 | 止损115/止盈145 | 浮盈+0.5%\n- 腾讯(00700) 463.40 | 追踪止盈449（高点回落5%） | 距止盈+3.2%安全\n- 中银(02388) 47.66 | 止损44/止盈52 | 浮盈+8.5%\n- 万科(02202) 2.71 | 补仓区2.5~2.6 | 未到\n- 海博思创(688411) 282.81 | 追踪止盈309/止损275 | 今日-5.5%回调\n- 紫金矿业(601899) 31.18 | 止盈35/未到\n- 辽宁成大(600739) 10.56 | 等反弹11.5~12\n- 宁德时代(300750) 427.08 | 止盈500\n- 法拉电子(600563) 160.87 | 止损150/止盈195\n- 招商银行(600036) 38.54 | 止损36/止盈42 | 中段安全\n- 黄金ETF(518880) 9.269 | 减仓区10.5~11 | 距-11.7%\n- 中科电气(300035) 16.70 | 止盈20\n- 双一科技(300690) 24.63 | 止损23.43安全\n- 诺德股份(600110) 11.92 | 加仓区10.5~11.0 | 未到\n- 丘钛科技(01478) 10.00 | 深套-27.9%持有\n\n---\n\n**自选股无特别关注：**\n- 中国神华(01088) 46.88 | 买入区45~46 | 略高于上沿1.9%，接近\n- 博创科技(300548) 244.00 | 买入区230~235 | 高于上沿3.8%\n- 其余自选股均远离买入区间\n\n---\n\n**纵向分析**（近3日走势）：\n今日港股整体回调，恒生科技股普遍走弱（腾讯-3.78%、阿里-2.83%、比亚迪-3.57%）。百济神州从昨日169延续弱势至164.40，距止损160仅2.7%——与6月1日（距止损2.0%）类似但空间略大。整体策略不变：严格执行决策库分批入场+止损160。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":463.40},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.30},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.20},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.66},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.71},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":282.81},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.18},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.56},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":427.08},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.87},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.54},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.269},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.70},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.63},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.92},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.00}]}\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": "14:46",
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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": "持有",
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"price": 164.4
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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": 463.4
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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": 93.3
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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": 127.2
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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": 47.66
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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": 2.71
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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": 282.81
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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": 31.18
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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": 10.56
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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": 427.08
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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": 160.87
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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": 38.54
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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": 9.269
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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": 16.7
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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": 24.63
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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": 11.92
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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": 10.0
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_14-49-45"
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} |