MoFin/data/reports/cron_d3797d924ddc_2026-06-03_16-17-02.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-03T16:55:35.426799",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 16:17:01\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 16:17:01\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  🔴 硬规则：标题必须以【股票名+代码】开头！禁止只有价格的标题（如「现价464.00...」）！\n  正确：「🔵 百济神州(06160) 现价164.40 → 进入试仓区间」  |  错误（禁止）：「现价164.40...」\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\nBased on my analysis of all 16 active decisions, portfolio holdings, and watchlist, here is the end-of-day check:\n\n---\n\n**📊 收盘盯盘 16:15 — 2026-06-03**\n\n**持仓分析（16只，0只有操作窗口）**\n\n🔵 **百济神州(06160)** 现价165.2 → batch1区间164~166内运行（昨日执行试仓100股@164.4），止损160距-3.1%安全。batch2加仓170~172未到。\n\n🔵 **诺德股份(600110)** 现价11.84 → 略高于买入区11.5~11.8上沿（+0.3%），未触发。等待回调入区。\n\n🔵 **万科企业(02202)** 现价2.7 → 补仓区2.5~2.6，现价高于+3.8%，未触发。\n\n其他13只远离操作区间，持有观察：比亚迪(01211)93.25距止损85+9.7%、阿里(09988)126.6距止损115+10.1%、腾讯(00700)466.4距追踪止盈450+3.6%、中银(02388)47.76距止损44+8.5%、海博思创(688411)298.0距止盈309-3.6%、招商银行(600036)38.73距止损36+7.6%、法拉电子(600563)167.58距止损150+11.7%、紫金矿业(601899)31.54距止盈35-9.9%、辽宁成大(600739)10.74距减仓区11.5-7.1%、宁德时代(300750)432.06距止盈500-13.6%、双一科技(300690)24.86在观察区23~27中间、中科电气(300035)16.53距止盈20-17.4%、黄金ETF(518880)9.374距减仓区10.5-10.7%\n\n**自选股关注**\n\n🔔 **小鹏汽车-W(09868)** 现价68.05 → 买入区65~68（昨日下调），现价在上沿68，临界观察。若明日开盘在68及以下，可考虑3%仓位试探建仓。\n\n🔔 **中国神华(01088)** 现价46.8 → 买入区45~46，现价高出+1.7%，等待回调入区。\n\n🔔 **博创科技(300548)** 现价224.27 → 买入区230~235，现价低于买入区-2.5%，若继续回调可关注。\n\n其他自选股无特别关注（建滔集团远高于45~47买入区、摩尔线程/沐曦均高于买入区、长飞光纤远高于210~220买入区）。\n\n---\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"观望\",\"price\":11.84},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"观望\",\"price\":2.7},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.25},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":126.6},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":466.4},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.76},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":298.0},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.73},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":167.58},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.54},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.74},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.374}]}\n</structured_data>\n",
  "stocks_mentioned": [
    "00700",
    "01211",
    "02202",
    "02388",
    "06160",
    "09988",
    "300035",
    "300690",
    "300750",
    "518880",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "16:15",
    "holdings": [
      {
        "code": "06160",
        "name": "百济神州",
        "action": "持有",
        "price": 165.2
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "观望",
        "price": 11.84
      },
      {
        "code": "02202",
        "name": "万科企业",
        "action": "观望",
        "price": 2.7
      },
      {
        "code": "01211",
        "name": "比亚迪股份",
        "action": "持有",
        "price": 93.25
      },
      {
        "code": "09988",
        "name": "阿里巴巴-W",
        "action": "持有",
        "price": 126.6
      },
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "持有",
        "price": 466.4
      },
      {
        "code": "02388",
        "name": "中银香港",
        "action": "持有",
        "price": 47.76
      },
      {
        "code": "688411",
        "name": "海博思创",
        "action": "持有",
        "price": 298.0
      },
      {
        "code": "600036",
        "name": "招商银行",
        "action": "持有",
        "price": 38.73
      },
      {
        "code": "600563",
        "name": "法拉电子",
        "action": "持有",
        "price": 167.58
      },
      {
        "code": "601899",
        "name": "紫金矿业",
        "action": "持有",
        "price": 31.54
      },
      {
        "code": "600739",
        "name": "辽宁成大",
        "action": "持有",
        "price": 10.74
      },
      {
        "code": "300750",
        "name": "宁德时代",
        "action": "持有",
        "price": 432.06
      },
      {
        "code": "300690",
        "name": "双一科技",
        "action": "持有",
        "price": 24.86
      },
      {
        "code": "300035",
        "name": "中科电气",
        "action": "持有",
        "price": 16.53
      },
      {
        "code": "518880",
        "name": "黄金ETF华安",
        "action": "持有",
        "price": 9.374
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-03_16-17-02"
}