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
19 lines
4.1 KiB
JSON
19 lines
4.1 KiB
JSON
{
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"title": "Cron Job: 持仓情报-盘后",
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"type": "盘后",
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"created_at": "2026-06-19T08:55:36.920926",
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"summary": "**Job ID:** d42f2ce3b479\n**Run Time:** 2026-06-18 20:14:45\n**Schedule:** 0 20 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
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"content": "# Cron Job: 持仓情报-盘后\n\n**Job ID:** d42f2ce3b479\n**Run Time:** 2026-06-18 20:14:45\n**Schedule:** 0 20 * * 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【持仓情报-盘后】每日20:00完整复盘。时间不符→SILENT\n读当日所有报告做纵向对比。输出三段式不超800字：\n\n【⚡ 重点推荐操作】（最多3只）判断修正/操作回顾。\n股票名(代码) 现价X(±X%) | 仓位X%→Y%\n技术面：强阻力X/弱阻力X/强支撑X/弱支撑X\n操作：唯一动词+具体价位\n\n【⚠️ 风险关注】（最多3只）按紧急程度\n距止损X%！原因+操作建议\n\n【📋 其余持仓+自选】\nA股行概括|港股行概括|自选只列距买入区±3%的\n\n铁律同快速盯盘：禁止选择题/模糊词/借口，仓位技术必写\n\n## Response\n\nNow I have full data. Let me produce the comprehensive after-market report.\n\n---\n\n【持仓情报-盘后】2026-06-18 周四收盘\n\n**总资产 ¥1,020,849 | 仓位 85.62% | 今日盈亏 -¥2,482 (-0.24%) | 总浮亏 -¥148,037**\n\n---\n\n【⚡ 重点推荐操作】\n\n**1. 紫金矿业(601899) 29.69(-2.43%) | 仓位6.98%→9%**\n技术面：强阻力33.0/弱阻力31.0/强支撑28.0/弱支撑29.0\n操作：**29元关口缩量下行，评级⭐⭐⭐⭐⭐不变。逢低加仓**至9%，在29.0-29.5区间补仓。破28.5暂停观察\n\n**2. 中芯国际A(688981) 140.70(+4.45%) | 仓位4.13%→3%**\n技术面：强阻力150/弱阻力145/强支撑130/弱支撑135\n操作：**放量上攻浮盈+11.61%，A股半导体今日领涨。144以上减仓1%**锁定利润，回落至135再补回\n\n**3. 万科企业(02202) 2.42(-4.76%) | 仓位4.03%→2%**\n技术面：强阻力3.0/弱阻力2.6/强支撑2.2/弱支撑2.4\n操作：**今天再跌-4.76%创阶段新低，亏损-48.46%为组合最大拖累。反弹至2.6减仓一半**，不再加仓\n\n---\n\n【⚠️ 风险关注】\n\n**1. 万科企业(02202)** — 距亏损继续扩大！-48.46%且单日再跌-4.76%。基本面恶化+房地产下行无反转信号。操作：反弹2.6必减半\n\n**2. 丘钛科技(01478) 8.75HKD(-1.83%)** — 深套-36.90%，仓位8.13%为最重仓。评级⭐⭐⭐⭐⭐基本面强但短期无起色。仓位过重不宜补，持有等待，反弹至9.5可考虑减仓至6%\n\n**3. 黄金ETF(518880) 8.908(-0.55%)** — 浮亏-26.93%，此前已破止损9.54未收复。黄金近期承压下行，不加仓不补\n\n---\n\n【📋 其余持仓+自选】\n\n**A股：** 药明康德+4.60%领涨，长芯博创+4.49%浮盈+21.83%双强，海博思创+1.53%稳健。招商银行-2.54%/宁德-1.87%/法拉电子-1.09%回调。半导体活跃、医药回暖、金融资源偏弱\n\n**港股：** 建滔积层板+3.49%逆势走强；中银香港+0.05%持平。万科-4.76%领跌，神华-1.80%/阿里-1.90%跟跌。恒指承压，科网+地产双弱\n\n**自选（距买入区±3%）：** 腾讯(00700) 440.20HKD，前买入区444-450，距下限约-0.9%恰在边缘，可观察不操作；宁德时代(300750) 391.55，前买入区400-410，距下限约-2.1%进入观察区间；汇川技术(300124) 71.18，前买入区75-76，低于买入区暂不操作\n",
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"stocks_mentioned": [
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"00700",
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"01478",
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"02202",
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"300124",
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"300750",
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"518880",
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"601899",
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"688981"
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],
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"structured": null,
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"_id": "cron_d42f2ce3b479_2026-06-18_20-14-45"
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} |