MoFin/data/reports/cron_d3797d924ddc_2026-06-05_12-26-45.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-05T12:56:22.669039",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 12:26:45\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:** 2026-06-05 12:26:45\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【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\nThe report looks comprehensive. However, I notice that for watchlist stocks with position_recommend \"0%\", it shows \"首仓0%\" which doesn't make sense. It should probably not show the position recommendation if it's 0%. Also, for stocks already in the buy zone (🟢), the position recommendation should be shown as a percentage.\n\nLet me check the watchlist data again for 01888 and 06869 - they have position_recommend: \"0%\". So they're in the buy zone but with 0% recommended position. That seems odd - maybe the recommendation hasn't been updated.\n\nActually, looking at the watchlist data for 01888: \"position_recommend\": \"0%\", \"reason\": \"+9.55%暴涨至54.25远超原买入区45~47。今日高55.30低49.52，52周高58.85。建议上调买入区至50~53，等回调再考虑。\" So it's saying the stock surged above the original buy zone, buy zone was adjusted to 50~53, but wait for pullback. So position_recommend 0% makes sense - don't buy even though it's in the adjusted zone.\n\nFor 06869: similar situation - stock surged, buy zone adjusted, wait for pullback.\n\nSo the report is correct - they're in the buy zone but with 0% position recommendation.\n\nThe final report should be delivered as-is. The system will handle delivery. I'll output the final report:\n\n🕐 12:26\n\n【持仓操作】\n🔴 海博思创(688411) 现价268.34 → 止损清仓 (触及止损价 275.0)\n🔵 诺德股份(600110) 现价11.6 → 进入买入区间11.5~11.8 (进入买入区间 11.5~11.8)\n其他13只远离操作区间，持有观察\n数据提示: 688411数据可能陈旧(6月2日)\n\n【自选关注】\n🟢 建滔集团(01888) 52.25 — 已入区间50~53，首仓0%\n🟢 长飞光纤(06869) 254.2 — 已入区间240~255，首仓0%\n🟡 中国神华(01088) 46.6 — 距买入区45~46-1.3%，回落至46.0可关注\n🟡 小鹏汽车-W(09868) 64.65 — 距买入区65~68仅+0.5%，回落至65.0可关注\n🟡 摩尔线程-U(688795) 660.0 — 距买入区620~650-1.5%，回落至650.0可关注\n🟡 沐曦股份-U(688802) 743.21 — 距买入区700~740-0.4%，回落至740.0可关注\n🟡 博创科技(300548) 224.27 — 距买入区230~235仅+2.6%，回落至230.0可关注\n\n<structured_data>{\"type\": \"盯盘\", \"time\": \"12:26\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"price\": 268.34}, {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"买入\", \"price\": 11.6}]}</structured_data>\n",
  "stocks_mentioned": [
    "600110",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "12:26",
    "holdings": [
      {
        "code": "688411",
        "name": "海博思创",
        "action": "卖出",
        "price": 268.34
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "买入",
        "price": 11.6
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-05_12-26-45"
}