MoFin/data/reports/cron_d3797d924ddc_2026-06-04_10-32-58.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-04T10:55:34.842504",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 10:32:57\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 10:32:57\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 a complete picture. Let me compose the report.\n\n**⏰ 快速盯盘 10:31 | 2026-06-04 周四**\n\n---\n\n**🔵 百济神州(06160) 现价~168.6 | batch2已执行@171.4，持有等目标**\n今早09:37执行第二批加仓100股@171.4，现持仓400股均价172.65，浮亏-5.01%。止损160距+5.4%安全，目标175/185。现价低于batch2执行价，暂持等待反弹。\n\n**🟡 腾讯控股(00700) 现价462.6 | 距追踪止盈459.8仅+0.6%⚠️**\n追踪止盈从高点484回落5%=459.8，现价462.6距触发仅2.8点(+0.6%)，非常接近！接回区450以下。止损420距+10.1%安全。\n\n**🔵 诺德股份(600110) 现价11.49 | 今早加仓100股@11.5已执行**\n决策库entry_zone 11.5~11.8，今早09:45已执行加仓100股@11.5（含手续费）。现价11.49在区间内，止损10.5距+9.4%安全。\n\n**🔵 比亚迪(01211) 现价90.05 | 跌-3.43%，止损85距+5.9%**\n港股科技回调延续，止损85距+5.9%安全，止盈100距-9.9%远。\n\n**🔵 阿里巴巴-W(09988) 现价125.2 | 跌-1.11%，止损115距+8.9%**\n同样受港股科技回调影响，止损安全，止盈145距-13.7%远。\n\n**其他11只远离操作区间，持有观察：**\n海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(300750)~432.1止盈500距+15.7%、中银香港(02388)~47.6止盈52距+9.3%/止损44距-7.6%、万科(02202)~2.69补仓2.5~2.6未到、法拉电子(600563)~168.5止损150距+12.3%/止盈195距+15.7%、招商银行(600036)~38.3止损36距-6.1%/止盈42距+9.6%、黄金ETF(518880)~9.37止盈10.5~11远、中科电气(300035)~16.5止盈20距+21.0%、双一科技(300690)~24.9观察仓23~24/26~27区间内\n\n**自选股：**\n• 建滔集团(01888)53.3在区间50~53上沿，维持\n• 中国神华(01088)46.96略高于区间45~46(+3.2%)，等回调\n• 小鹏汽车(09868)区间65~68，等待价格数据\n• 药明康德(02359)124.2/中国人寿(02628)27.7/信义光能(00968)2.58 — 暂无可关注\n• 长飞光纤(06869)⚠️区间偏离建议重新评估 | 摩尔线程(688795)⚠️区间偏离 | 沐曦股份(688802)⚠️区间偏离 | 博创科技(300548)⚠️区间偏离 — 建议上调买入区\n• 其余自选股无特别关注\n\n**纵览：** 港股科技延续昨日回调态势，比亚迪/阿里继续走弱。腾讯距追踪止盈仅+0.6%需关注。百济batch2已执行，等待反弹至目标。诺德新加仓仓位极小。其余持仓均远离操作区间。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈\",\"price\":462.6},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.49},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":90.05},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":125.2},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":281.64},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.4},{\"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\":47.58},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.69},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":168.5},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.33},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.374},{\"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}]}\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": "10:31",
    "holdings": [
      {
        "code": "06160",
        "name": "百济神州",
        "action": "持有",
        "price": 168.6
      },
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "关注追踪止盈",
        "price": 462.6
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "持有",
        "price": 11.49
      },
      {
        "code": "01211",
        "name": "比亚迪股份",
        "action": "持有",
        "price": 90.05
      },
      {
        "code": "09988",
        "name": "阿里巴巴-W",
        "action": "持有",
        "price": 125.2
      },
      {
        "code": "688411",
        "name": "海博思创",
        "action": "持有",
        "price": 281.64
      },
      {
        "code": "601899",
        "name": "紫金矿业",
        "action": "持有",
        "price": 30.4
      },
      {
        "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": 47.58
      },
      {
        "code": "02202",
        "name": "万科企业",
        "action": "持有",
        "price": 2.69
      },
      {
        "code": "600563",
        "name": "法拉电子",
        "action": "持有",
        "price": 168.5
      },
      {
        "code": "600036",
        "name": "招商银行",
        "action": "持有",
        "price": 38.33
      },
      {
        "code": "518880",
        "name": "黄金ETF华安",
        "action": "持有",
        "price": 9.374
      },
      {
        "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
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-04_10-32-58"
}