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MoFin/data/reports/cron_d3797d924ddc_2026-06-05_10-39-10.json
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知微 (MoFin) aa0f740381 MoFin 初始提交 
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
2026-06-20 12:04:21 +08:00

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{
"title": "Cron Job: 快速盯盘-15分钟",
"type": "盯盘",
"created_at": "2026-06-05T10:56:45.902822",
"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 10:39:08\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:** 2026-06-05 10:39:08\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\nPerfect! Now I have the complete analysis. Let me create the final report with proper formatting according to the requirements:\n\n**🕐 10:31**\n\n**【持仓操作】**\n• 海博思创(688411) | 现价268.7 -> 卖出: 触及止损价275\n• 诺德股份(600110) | 现价11.63 -> 买入: 在加仓区间11.5~11.8内\n\n🔹 其他16只远离操作区间，持有观察\n\n**【自选关注】**\n🟢 博创科技(300548) 224.27 — 距买入区230.0~235.0仅2.5% ⚠️区间偏离\n🟢 小鹏汽车-W(09868) 63.95 — 距买入区65.0~68.0仅1.6% ⚠️区间偏离\n🟡 中国神华(01088) 46.46 — 略高于买入区1.0%\n⚪ 沐曦股份-U(688802) 773.51 — 高于买入区4.5% ⚠️区间偏离\n⚪ 摩尔线程-U(688795) 677.33 — 高于买入区4.2% ⚠️区间偏离\n⚪ 长飞光纤(06869) 267.4 — 高于买入区4.9% ⚠️区间偏离\n⚪ 建滔集团(01888) 55.5 — 高于买入区4.7% ⚠️区间偏离\n\n<structured_data>\n{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"price\": 268.7}, {\"code\": \"01478\", \"name\": \"丘钛科技\", \"action\": \"持有\", \"price\": 9.46}, {\"code\": \"01211\", \"name\": \"比亚迪股份\", \"action\": \"持有\", \"price\": 90.6}, {\"code\": \"09988\", \"name\": \"阿里巴巴-W\", \"action\": \"持有\", \"price\": 123.8}, {\"code\": \"601899\", \"name\": \"紫金矿业\", \"action\": \"持有\", \"price\": 30.33}, {\"code\": \"600739\", \"name\": \"辽宁成大\", \"action\": \"持有\", \"price\": 10.36}, {\"code\": \"300750\", \"name\": \"宁德时代\", \"action\": \"持有\", \"price\": 432.06}, {\"code\": \"02388\", \"name\": \"中银香港\", \"action\": \"持有\", \"price\": 47.28}, {\"code\": \"00700\", \"name\": \"腾讯控股\", \"action\": \"持有(追踪止盈)\", \"price\": 460.6}, {\"code\": \"02202\", \"name\": \"万科企业\", \"action\": \"持有\", \"price\": 2.66}, {\"code\": \"600563\", \"name\": \"法拉电子\", \"action\": \"持有\", \"price\": 172.28}, {\"code\": \"600036\", \"name\": \"招商银行\", \"action\": \"持有\", \"price\": 38.45}, {\"code\": \"06160\", \"name\": \"百济神州\", \"action\": \"持有\", \"price\": 164.8}, {\"code\": \"518880\", \"name\": \"黄金ETF华安\", \"action\": \"持有\", \"price\": 92.53}, {\"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\": \"买入\", \"price\": 11.63}, {\"code\": \"09868\", \"name\": \"小鹏集团\", \"action\": \"持有\", \"price\": 63.95}]}\n</structured_data>\n",
"stocks_mentioned": [
"00700",
"01211",
"01478",
"02202",
"02388",
"06160",
"09868",
"09988",
"300035",
"300690",
"300750",
"518880",
"600036",
"600110",
"600563",
"600739",
"601899",
"688411"
],
"structured": {
"type": "盯盘",
"time": "10:31",
"holdings": [
{
"code": "688411",
"name": "海博思创",
"action": "卖出",
"price": 268.7
},
{
"code": "01478",
"name": "丘钛科技",
"action": "持有",
"price": 9.46
},
{
"code": "01211",
"name": "比亚迪股份",
"action": "持有",
"price": 90.6
},
{
"code": "09988",
"name": "阿里巴巴-W",
"action": "持有",
"price": 123.8
},
{
"code": "601899",
"name": "紫金矿业",
"action": "持有",
"price": 30.33
},
{
"code": "600739",
"name": "辽宁成大",
"action": "持有",
"price": 10.36
},
{
"code": "300750",
"name": "宁德时代",
"action": "持有",
"price": 432.06
},
{
"code": "02388",
"name": "中银香港",
"action": "持有",
"price": 47.28
},
{
"code": "00700",
"name": "腾讯控股",
"action": "持有(追踪止盈)",
"price": 460.6
},
{
"code": "02202",
"name": "万科企业",
"action": "持有",
"price": 2.66
},
{
"code": "600563",
"name": "法拉电子",
"action": "持有",
"price": 172.28
},
{
"code": "600036",
"name": "招商银行",
"action": "持有",
"price": 38.45
},
{
"code": "06160",
"name": "百济神州",
"action": "持有",
"price": 164.8
},
{
"code": "518880",
"name": "黄金ETF华安",
"action": "持有",
"price": 92.53
},
{
"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": "买入",
"price": 11.63
},
{
"code": "09868",
"name": "小鹏集团",
"action": "持有",
"price": 63.95
}
]
},
"_id": "cron_d3797d924ddc_2026-06-05_10-39-10"
}
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