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
142 lines
12 KiB
JSON
142 lines
12 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": "2026-06-04T15:55:48.452497",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 15:32:39\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 15:32:39\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【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【自选股标注规则（严格遵循）】\n自选股每只必须带🟢🟡⚪表情符：\n\n🟢 可操作 — 价格在买入区内或距触发<3%，给仓位百分比+止损+策略\n 格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64\n🟡 关注 — 距触发3~5%，说明距买入区多远、何时变可操作\n 格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注\n⚪ 观察 — 距触发>5%或无可操作信号，一笔带过不说建议\n 格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作\n\n仓位只用百分比不要股数。禁止说\"可关注/到达买入区\"等空话。排序按推荐价值从高到低。\n\n## Response\n\nNow I have all the data. Let me compose the report.\n\n🕐 15:31 快速盯盘\n\n---\n\n**🔴 海博思创(688411) 现价275.22 → 触及止损275！**\n浮盈+24.76%仓位11.64%仍重仓，今日继续走弱。价格275.22距止损275仅+0.08%，实质已触及止损线。6/3日评已预警\"跌破280需关注\"，现价已破280+破止损。按决策库策略（stop=275），建议执行止损减仓。\n\n**🔵 腾讯控股(00700) 现价458.8 → 追踪止盈已触发**\n追踪止盈位459.8（从高点484回落5%=459.8），现价458.8已跌穿该位。仅100股底仓+3.82%仓位，按决策策略：追踪止盈触发后观望，低于450可考虑接回。当前远高于450，无操作窗口。\n\n**🔵 百济神州(06160) 现价167.9 → 两批已全仓，持有观察**\nBatch1(100@164.4)+Batch2(100@171.4)均已执行，现持400股均价172.65。止损160距+4.9%安全，等待反弹至175+减仓。\n\n**🔵 小鹏汽车(09868) 现价66.55 → 今日新开仓，持有**\n今日买入300股@66.6成本，在买入区65~68内。止损64距-3.8%。仓位轻，持有观察。\n\n**🔵 诺德股份(600110) 现价11.54 → 在加仓区间内**\nBatch1已执行3100股，加仓区间11.5~11.8。现价11.54恰在区间内，仓位轻，持有。\n\n其他13只远离操作区间，持有观察：比亚迪(01211)91.65止损85距+7.8% | 阿里(09988)123.9止损115距+7.7% | 中银(02388)47.44止损44距+7.8% | 紫金(601899)30.37远低于止盈35 | 丘钛(01478)9.35深套持有 | 辽宁成大(600739)10.33 | 宁德(300750)432.06 | 万科(02202)2.63 | 法拉电子(600563)171.45 | 招行(600036)38.11 | 黄金ETF(518880)9.291 | 中科电气(300035)16.53 | 双一科技(300690)24.86\n\n---\n\n**自选股：**\n\n⚪ 建滔集团(01888) 54.6 — ⚠️ 区间偏离：建议重新评估（zone_breach标记action=reassess，当前价高于区间50~53约+6.0%）\n\n🟡 中国神华(01088) 46.88 — 距买入区45~46约+3.4%，回落至46以下可关注\n\n⚪ 摩尔线程(688795) 655.99 — ⚠️ 区间偏离：建议重新评估（zone_breach标记action=reassess，价格高于区间620~650约+3.3%）\n\n🟡 沐曦股份(688802) 742.43 — 距买入区700~740约+2.9%，接近上沿但未入\n\n🟡 长飞光纤(06869) 252~255 — 在买入区240~255上沿，等回调\n\n⚪ 博创科技(300548) 224.27(待确认) — ⚠️ 区间偏离：建议重新评估。watchlist显示224.27，但6/3日评指出实际收盘244.90(+4.39%)，数据滞后。建议等数据刷新再判断\n\n⚪ 其他自选股（药明康德、中国人寿、信义光能、中国平安、汇川技术、TCL电子、中芯国际、德明利）均无特别关注信号\n\n---\n\n**纵向对比（6/3→6/4）：**\n- 海博思创从\"跌破280需关注\"恶化至\"触及止损275\"——是今日最紧急变化\n- 百济神州batch2已于今早171.4执行完成，现价167.9低于加仓价，但止损160安全\n- 腾讯追踪止盈从昨日的\"关注触发\"变为今日的\"已触发并跌穿\"\n- 小鹏汽车今日新开仓300股，符合策略\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出（止损关注）\",\"price\":275.22},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":458.8},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.9},{\"code\":\"09868\",\"name\":\"小鹏汽车-W\",\"action\":\"持有\",\"price\":66.55},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.54},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.65},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":123.9},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.44},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.37},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.35},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.33},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.63},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":171.45},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.11},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.291},{\"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",
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"stocks_mentioned": [
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"00700",
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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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],
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"structured": {
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"type": "盯盘",
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"time": "15:31",
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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": "卖出（止损关注）",
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"price": 275.22
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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": "观望(追踪止盈触发)",
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"price": 458.8
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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": 167.9
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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": "持有",
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"price": 66.55
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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": 11.54
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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": 91.65
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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": 123.9
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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": 47.44
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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": 30.37
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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": 9.35
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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": 10.33
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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": "02202",
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"name": "万科企业",
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"action": "持有",
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"price": 2.63
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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": 171.45
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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": 38.11
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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": 9.291
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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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},
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"_id": "cron_d3797d924ddc_2026-06-04_15-32-39"
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} |