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
12 KiB
JSON
135 lines
12 KiB
JSON
{
|
||
"title": "Cron Job: 快速盯盘-15分钟",
|
||
"type": "盯盘",
|
||
"created_at": "2026-06-04T11:55:44.729496",
|
||
"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 11:47:45\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 11:47:45\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【自选股格式要求】\n自选股部分必须按「推荐价值从高到低」排列，每只标注：\n- 🟢 可操作（价格已进入买入区/距离触发<3%）：给出具体策略，如\"现价66.4已进入区间65~68，建议现价轻仓50股\"\n- 🟡 关注（距离触发3~5%）：说明距触发还有多少，何时关注\n- ⚪ 观察（距离>5%）：一笔带过\n禁止平铺直叙罗列价格，必须有仓位百分比+行动建议+观望理由\n\n【自选股仓位指引要求】\n每条可操作/关注的推荐必须带仓位百分比，格式：\n🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓建议2~3%仓位，止损设64\n🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，若回落至45.5~46可建仓1~2%\n⚪ 其他（距触发>5%）— 一笔带过，不说建议\n\n仓位计算规则：\n- 首仓：目标仓位×50%（半仓入场）\n- 分批：分2~3批入场，每批不超过目标仓位×30%\n- 对已持有股票：按加仓算，每批不超过已持有仓位×50%\n- 对全新买入：首仓不超过总仓位2%\n- A股至少100股/手，港股无限制\n\n## Response\n\n🔵 快速盯盘报告 | 2026-06-04 11:46\n\n━━━ 决策库追踪（16只 active）━━━\n\n🔴 腾讯(00700) 456.80(-2.06%) — ⚡追踪止盈确认触发\n高点484回落5%=459.8，现价456.8已低于止盈线3点。原决策\"止盈撤销\"（你已取消执行），当前按持有观察。距止损420+8.8%安全。\n\n🔵 百济神州(06160) 168.80(+2.18%) — 两批均已执行，持有中\nbatch1(100股@164.4)+batch2(100股@171.4)均已完成。持仓400股均价~172.65，浮亏~2.2%。止损160距+5.5%安全，目标175/185。\n\n🔵 诺德股份(600110) 11.34(-5.81%) — batch1已执行，现价低于区间\nbatch1执行价11.5（区间11.5~11.8），现价11.34已低于区间。策略仅定义单批100~200股，无后续加仓计划。持仓3100股（含新加），持有观察。\n\n🔵 其他13只远离操作区间，持有观察：\n比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止盈35+15.0% | 海博思创(688411)280.89距止盈309+10.0%、止损275+2.1% | 宁德(300750)411.06距止盈500+21.6% | 法拉(600563)167.49区间150~195内 | 招商(600036)38.32区间36~42内 | 万科(02202)2.66距买区2.5~2.6+2.3% | 辽宁成大(600739)10.39距止盈11.5~12+10.7% | 中科(300035)16.34距止盈20+22.4% | 双一(300690)24.30在23~24/26~27观察带内 | 黄金ETF(518880)9.30距止盈10.5~11+12.9%\n\n⚠️ 丘钛(01478)9.35(-3.51%)深套-26.46%持续低迷，等待消费电子催化\n\n━━━ 自选股关注（按推荐价值排序）━━━\n\n🟢 小鹏汽车(09868) 66.35(-2.50%) — 已进入买入区65~68\n现价66.35恰在区间中位，距下沿65仅+2.1%。推荐首仓3%×50%=1.5%仓位(约16,000港元/240股)。止损设64（距现价-3.5%）。\n\n🟡 中国神华(01088) 46.74(-0.13%) — 距买入区45~46上沿+1.6%\n仍在区间上方1.6%，距离较近但未进入。若回落至45.5~46可建仓1~1.5%。\n\n⚪ 建滔集团(01888) 53.90(-0.65%) — 区50~53上沿+3.6% ⚠️区间偏离，建议重新评估\n⚪ 摩尔线程(688795) 658.99 — 区620~650上沿+3.8% ⚠️区间偏离，建议重新评估\n⚪ 博创科技(300548) 229.27(-6.38%) — 旧区230~235，今已跌穿至229 ⚠️区偏离+建议上调238~245尚未确认\n⚪ 其他(沐曦700~740/长飞240~255在区间内但推荐0%，暂观望)\n\n━━━ 纵向判断（基于6/3日评）━━━\n昨评提示港股科技集体回调属正常调整，今日延续回调格局。腾讯/阿里/比亚迪继续走弱。百济神州按计划完成两批建仓。宁德时代单日-3.6%需关注板块持续性。\n\n━━━ 小结 ───\n持仓无直接操作窗口。小鹏汽车进入买入区可视为建仓机会。腾讯追踪止盈条件触发但已撤销执行。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(止盈已撤销)\",\"price\":456.80},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.34},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":280.89},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.35},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.20},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":123.50},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.44},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.39},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":411.06},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.42},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.66},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":167.49},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.32},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.30},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.34},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.30}]}\n</structured_data>\n",
|
||
"stocks_mentioned": [
|
||
"00700",
|
||
"01211",
|
||
"01478",
|
||
"02202",
|
||
"02388",
|
||
"06160",
|
||
"09988",
|
||
"300035",
|
||
"300690",
|
||
"300750",
|
||
"518880",
|
||
"600036",
|
||
"600110",
|
||
"600563",
|
||
"600739",
|
||
"601899",
|
||
"688411"
|
||
],
|
||
"structured": {
|
||
"type": "盯盘",
|
||
"time": "11:46",
|
||
"holdings": [
|
||
{
|
||
"code": "06160",
|
||
"name": "百济神州",
|
||
"action": "持有",
|
||
"price": 168.8
|
||
},
|
||
{
|
||
"code": "00700",
|
||
"name": "腾讯控股",
|
||
"action": "持有(止盈已撤销)",
|
||
"price": 456.8
|
||
},
|
||
{
|
||
"code": "600110",
|
||
"name": "诺德股份",
|
||
"action": "持有",
|
||
"price": 11.34
|
||
},
|
||
{
|
||
"code": "688411",
|
||
"name": "海博思创",
|
||
"action": "持有",
|
||
"price": 280.89
|
||
},
|
||
{
|
||
"code": "01478",
|
||
"name": "丘钛科技",
|
||
"action": "持有",
|
||
"price": 9.35
|
||
},
|
||
{
|
||
"code": "01211",
|
||
"name": "比亚迪股份",
|
||
"action": "持有",
|
||
"price": 91.2
|
||
},
|
||
{
|
||
"code": "09988",
|
||
"name": "阿里巴巴-W",
|
||
"action": "持有",
|
||
"price": 123.5
|
||
},
|
||
{
|
||
"code": "601899",
|
||
"name": "紫金矿业",
|
||
"action": "持有",
|
||
"price": 30.44
|
||
},
|
||
{
|
||
"code": "600739",
|
||
"name": "辽宁成大",
|
||
"action": "持有",
|
||
"price": 10.39
|
||
},
|
||
{
|
||
"code": "300750",
|
||
"name": "宁德时代",
|
||
"action": "持有",
|
||
"price": 411.06
|
||
},
|
||
{
|
||
"code": "02388",
|
||
"name": "中银香港",
|
||
"action": "持有",
|
||
"price": 47.42
|
||
},
|
||
{
|
||
"code": "02202",
|
||
"name": "万科企业",
|
||
"action": "持有",
|
||
"price": 2.66
|
||
},
|
||
{
|
||
"code": "600563",
|
||
"name": "法拉电子",
|
||
"action": "持有",
|
||
"price": 167.49
|
||
},
|
||
{
|
||
"code": "600036",
|
||
"name": "招商银行",
|
||
"action": "持有",
|
||
"price": 38.32
|
||
},
|
||
{
|
||
"code": "518880",
|
||
"name": "黄金ETF华安",
|
||
"action": "持有",
|
||
"price": 9.3
|
||
},
|
||
{
|
||
"code": "300035",
|
||
"name": "中科电气",
|
||
"action": "持有",
|
||
"price": 16.34
|
||
},
|
||
{
|
||
"code": "300690",
|
||
"name": "双一科技",
|
||
"action": "持有",
|
||
"price": 24.3
|
||
}
|
||
]
|
||
},
|
||
"_id": "cron_d3797d924ddc_2026-06-04_11-47-46"
|
||
} |