MoFin/data/reports/cron_d3797d924ddc_2026-06-04_09-31-27.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-04T09:55:40.297811",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 09:31:27\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:** 2026-06-04 09:31:27\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【区间偏差联动】写报告前读 ~/.hermes/zone_breach.json。\n  对action=\"reassess\"的股票，在报告中标注\"⚠️ 区间偏离：建议重新评估\"\n\n【格式铁律】\n每只股票必写\"股票名(代码)\"前缀，如\"腾讯(00700) 现价466.4\"。禁止无股票名的分析段落。\n\n## Response\n\nNow I have all the data. Let me analyze and produce the 09:30 scan report.\n\n**分析摘要**\n\n今日（6/4周四）09:31，港股开市。盘前检查各持仓与决策库策略匹配情况。\n\n**关键发现：**\n\n**百济神州(06160)** 现价169.8，第二批加仓区间170~172，仅差0.2元即进入区间。昨日daily_review确认batch1已执行（100股@164.4，均价173.07），止损160距+6.1%安全。\n\n**诺德股份(600110)** 现价11.87，加仓区间11.5~11.8，略高于区间上沿+0.07。浮盈+22.57%但仅100股（0.11%仓位）。\n\n**博创科技(300548)** zone_breach标记action=reassess，需提示重新评估。\n\n其余持仓均位于持有区间内，无操作窗口触发。17只持仓中3只有可分析内容，其余14只正常持有。\n\n自选股方面，建滔(01888)/中国神华(01088)/小鹏(09868)/摩尔线程(688795)/沐曦(688802)/长飞光纤(06869)均位于各自买入区上沿或略上方，未进入买入区间。\n\n---\n\n🔵 **百济神州(06160) 现价169.8 → 接近第二批加仓区间170~172**\n\n- batch1已完成（100股@164.4，均价173.07），止损160距+6.1%\n- 现价169.8距batch2区间170~172仅差-0.2元，接近但尚未正式进入\n- 若盘中上行至170以上，即触发第二批加仓100股条件\n- 纵向：6/1曾逼近止损168（最低168.80），6/2~6/3在163~165区间完成试仓，现反弹逼近batch2，走势符合\"洗盘确认+分批入场\"模式\n\n⚪ **诺德股份(600110) 现价11.87 → 略高于加仓区间11.5~11.8**\n\n- 决策库策略：加仓区间11.5~11.8，止损10.5\n- 现价11.87高出区间上沿+0.6%，未进入\n- 仅100股（0.11%仓位），浮盈+22.57%，等待回落至11.5~11.8再执行加仓\n\n⚪ **万科企业(02202) 现价2.68 → 补仓区间2.5~2.6，未进入**\n\n- 深套-48.72%仓位3.3%，现价2.68高出补仓区间上沿2.6约+3%\n\n⚠️ **博创科技(300548) — 区间偏离：建议重新评估**\n\n- zone_breach标记action=reassess，现价224.27，买入区230~235\n- 昨日daily_review提示原224.27为6/2过期数据，6/3实际收244.90(+4.39%)\n- 今日早盘价224.27是否有效待确认，建议重新审视买入区间\n\n**其他14只持仓正常持有观察：**\n海博思创(688411) 283.0 | 比亚迪(01211) 91.3 | 阿里(09988) 125.6 | 紫金(601899) 30.9 | 辽宁成大(600739) 10.74 | 宁德(300750) 432.06 | 中银(02388) 47.74 | 腾讯(00700) 462.6 | 法拉(600563) 158.67 | 招行(600036) 38.43 | 黄金ETF(518880) | 中科电气(300035) 16.53 | 双一科技(300690) 24.86 | 丘钛(01478) 9.59\n均处于各自止损/止盈区间内，无操作窗口。\n\n**自选股分析：**\n- 建滔集团(01888) 53.05 → 买入区50~53，到达上沿，等待回调\n- 中国神华(01088) 46.98 → 买入区45~46，略高+2.1%，触及45可建仓\n- 小鹏汽车-W(09868) 68.1 → 买入区65~68，到达上沿，港股科技回调中暂观望\n- 摩尔线程(688795) 667.85 → 买入区620~650，略高+2.7%，等待回调\n- 沐曦股份(688802) 756.4 → 买入区700~740，略高+2.2%，等待回调\n- 长飞光纤(06869) 257.6 → 买入区240~255，略高+1.0%，等待回调\n- 药明康德(02359)/中国人寿(02628)/信义光能(00968)/中国平安(02318)/汇川技术(300124)/TCL电子(01070) → 无特别关注\n- 华恒生物(688639) 21.8 → 无决策库策略，暂持\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"09:31\",\"holdings\":[\n  {\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"关注\",\"price\":169.8},\n  {\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"观望\",\"price\":11.87},\n  {\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"观望\",\"price\":2.68},\n  {\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"重新评估\",\"price\":224.27},\n  {\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.0},\n  {\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.3},\n  {\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":125.6},\n  {\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.9},\n  {\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.74},\n  {\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},\n  {\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.74},\n  {\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":462.6},\n  {\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":158.67},\n  {\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.43},\n  {\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},\n  {\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},\n  {\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.59}\n]}\n</structured_data>\n",
  "stocks_mentioned": [
    "00700",
    "01211",
    "01478",
    "02202",
    "02388",
    "06160",
    "09988",
    "300035",
    "300548",
    "300690",
    "300750",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "09:31",
    "holdings": [
      {
        "code": "06160",
        "name": "百济神州",
        "action": "关注",
        "price": 169.8
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "观望",
        "price": 11.87
      },
      {
        "code": "02202",
        "name": "万科企业",
        "action": "观望",
        "price": 2.68
      },
      {
        "code": "300548",
        "name": "博创科技",
        "action": "重新评估",
        "price": 224.27
      },
      {
        "code": "688411",
        "name": "海博思创",
        "action": "持有",
        "price": 283.0
      },
      {
        "code": "01211",
        "name": "比亚迪股份",
        "action": "持有",
        "price": 91.3
      },
      {
        "code": "09988",
        "name": "阿里巴巴-W",
        "action": "持有",
        "price": 125.6
      },
      {
        "code": "601899",
        "name": "紫金矿业",
        "action": "持有",
        "price": 30.9
      },
      {
        "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": "02388",
        "name": "中银香港",
        "action": "持有",
        "price": 47.74
      },
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "持有",
        "price": 462.6
      },
      {
        "code": "600563",
        "name": "法拉电子",
        "action": "持有",
        "price": 158.67
      },
      {
        "code": "600036",
        "name": "招商银行",
        "action": "持有",
        "price": 38.43
      },
      {
        "code": "300035",
        "name": "中科电气",
        "action": "持有",
        "price": 16.53
      },
      {
        "code": "300690",
        "name": "双一科技",
        "action": "持有",
        "price": 24.86
      },
      {
        "code": "01478",
        "name": "丘钛科技",
        "action": "持有",
        "price": 9.59
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-04_09-31-27"
}