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
156 lines
13 KiB
JSON
156 lines
13 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": "2026-06-04T12:56:22.977655",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 12:17:06\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:** 2026-06-04 12:17:06\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【数据源优先级规则】\n- portfolio.json = 唯一可信的当前持仓数据（股数、成本、均价、现价）\n- decisions.json = 仅用于策略参考（区间、止损、目标），不可用于股数/成本\n- 禁止：用decisions.json的shares字段替代portfolio.json的实际持仓\n- 必须：先读portfolio.json确认当前实际股数和成本，再对照decisions.json看策略是否触发\n\n## Response\n\nNow let me compile the full analysis report.\n\n**Portfolio & Holdings Summary — 12:15 快速盯盘**\n\n**一、持仓操作窗口**\n\n🔵 **百济神州(06160)** 169.40 — 两批已完成(batch1@164.40, batch2@171.40)，均价172.65。止损160距+5.9%安全，目标175距-3.3%。持有观察。\n\n🟢 **海博思创(688411)** 283.22 — 浮盈+24.76%仓位11.64%最大。追踪止盈参考309距-8.3%，止损275距+3.0%。持有设追踪止盈。\n\n🟢 **腾讯控股(00700)** 457.40 — 今日10:45追踪止盈触发(459.8线)。现价低于触发线但100股底仓仍在。若进一步跌至450以下可接回。持有。\n\n🔵 **诺德股份(600110)** 11.34 — 今日已加仓(11.49/11.58各入)。现价低于entry zone 11.5~11.8，无额外加仓窗口。持有。\n\n🟢 **比亚迪(01211)** 91.75 | 止损85距+7.9% | 止盈100距-8.3% | 持有\n🟢 **阿里(09988)** 123.50 | 止损115距+7.4% | 持有\n🟢 **中银(02388)** 47.36 | 止损44距+7.6% | 止盈52距-8.9% | 持有\n🟢 **万科(02202)** 2.65 | 补仓区2.5~2.6未触发 | 持有\n🟢 **招行(600036)** 38.35 | 止损36距+6.5% | 止盈42距-8.7% | 持有\n\n其他9只远离操作区间：紫金(30.44)止盈35距+15.0%、法拉(167.49)止损150距+11.7%、宁德(432.06)止盈500距+15.7%、丘钛(9.40)深套、辽宁成大(10.40)、中科电气(16.53)、双一(24.86)/黄金ETF/华恒 — 均持有观察。\n\n**二、自选股关注（按推荐价值从高到低）**\n\n🟢 **小鹏汽车-W(09868)** 66.45 — 已入区间65~68，建议首仓2~3%仓位（约21k~32k），止损64（距-3.7%）\n\n🟢 **沐曦股份-U(688802)** 733.39 — 在区间700~740内，A股100股=73k（占资产6.9%偏重），建议等回调至700~720入场100股（占约3~5%仓位）\n\n🟡 **中国神华(01088)** 46.80 — 距买入区45~46仅+1.7%，若回落至45.5~46可建1~2%（约10k~21k）\n\n🟡 **长飞光纤(06869)** 254.60 — 在区间240~255顶，距下沿+6.1%，等回调至240~245可建1~2%\n\n⚪ 建滔集团(01888) 54.25 ⚠️需重新评估区间 | 摩尔线程(688795) 658.99 ⚠️需重新评估 | 博创科技(300548) 224.27 ⚠️需重新评估（6/3收盘实际244.90已逆转）\n\n⚪ 其他（药明康德/中国人寿/信义光能/中国平安/汇川/TCL电子/中芯国际/德明利）— 均无明确买入区间或距触发>10%，无特别关注\n\n**纵向判断**：6/3港股科技大幅回调(A强港弱分化)，今日港股科技继续承压(比亚迪-3.43%、阿里-1.11%、腾讯-0.82%早盘数据)，但百济逆势走稳完成第二批加仓。A股方面海博思创+10.87%强势，但距追踪止盈仅3%需注意回撤风险。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.40},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.75},{\"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\":10.40},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.36},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":457.40},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.65},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":167.49},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.35},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":169.40},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":93.01},{\"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\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.34},{\"code\":\"09868\",\"name\":\"小鹏汽车-W\",\"action\":\"买入\",\"price\":66.45},{\"code\":\"688802\",\"name\":\"沐曦股份-U\",\"action\":\"买入\",\"price\":733.39},{\"code\":\"01088\",\"name\":\"中国神华\",\"action\":\"买入\",\"price\":46.80}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01088",
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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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"09868",
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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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"688802"
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],
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"structured": {
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"type": "盯盘",
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"time": "12:15",
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"holdings": [
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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": 283.22
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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": 9.4
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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": 91.75
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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": 123.5
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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": 30.44
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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": 10.4
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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": 432.06
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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": 47.36
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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": 457.4
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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": 2.65
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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": 167.49
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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": 38.35
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},
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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": 169.4
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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": 93.01
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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": 16.53
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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": 24.86
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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": 11.34
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},
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{
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"code": "09868",
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"name": "小鹏汽车-W",
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"action": "买入",
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"price": 66.45
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},
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{
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"code": "688802",
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"name": "沐曦股份-U",
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"action": "买入",
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"price": 733.39
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},
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{
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"code": "01088",
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"name": "中国神华",
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"action": "买入",
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"price": 46.8
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
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} |