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
98 lines
9.5 KiB
JSON
98 lines
9.5 KiB
JSON
{
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"title": "Cron Job: 集合竞价观察",
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"type": "未知",
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"created_at": "2026-06-11T08:55:23.441938",
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"summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-10 09:31:26\n**Schedule:** 28 9 * * 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: 集合竞价观察\n\n**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-10 09:31:26\n**Schedule:** 28 9 * * 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【集合竞价观察】09:25-09:30\n\n一、数据采集：\n 读 /home/hmo/web-dashboard/data/portfolio.json（最新持仓）\n 读 /home/hmo/web-dashboard/data/decisions.json（决策库trigger条件）\n 读 /home/hmo/web-dashboard/data/daily_reviews.json（近期历史判断）\n 读 /home/hmo/web-dashboard/data/stock_profiles.json（行业知识）\n curl实时集合竞价价（仅A股，港股用portfolio.json的实时价——price_monitor每30秒刷新）\n\n二、输出策略：\n 持仓股竞价涨跌幅>±3% → 单独写\n 决策库中有trigger条件的股票竞价接近区间 → 特别关注并说明价位\n 其他正常不提\n 无异常信号 → SILENT\n\n三、格式：\n 📊 集合竞价 | HH:MM\n 【异常】\n • 诺德600110 竞价11.70 (-1.3%) → 接近决策库11.5~11.8区间↑\n • 华恒688639 已清仓 → 跳过\n\n\n\n【报告格式硬规则】每条报告标题必须以【股票名+代码】开头，禁止只有价格没有股票名。\n四、基于daily_reviews近2天判断做纵向分析\n\n【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"集合竞价\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"关注/持有/忽略\",\"price\":0}]}\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【标题规则】每条报告标题必须含股票名和代码，例如「百济神州(06160) XXX」不能只说「进入区间」让用户猜。\n【策略生命周期规则（必须遵守）】\n1. 每只股票（持仓+自选）都必须有策略：止损/止盈/买入区\n2. 策略按A股>港股排序，A股优先\n3. 清仓股票 → 自动转为自选股策略，status=watchlist，保留买入区/止损/止盈\n4. 区间偏离标记(zone_breach) → 自动重新评估策略参数，更新后清除标记\n5. 只推送watchlist.json和portfolio.json中实际存在的股票\n7. 港股数据延迟约15分钟，需标注\n8. 涨跌计算：现价 vs 昨收（不是 vs 成本价）\n9. 高价股标注门槛：A股>300元/股或港股>100 HKD/股\n10. 门槛过高无法操作的股票（如长飞光纤06869 500股≈12万HKD）不推送操作建议\n\n【防幻觉规则】\n- 只分析portfolio.json和watchlist.json中实际存在的股票\n- 不编造任何股票信息\n\n【策略自动调整规则】\n- zone_breach标记reassess时，自动调整策略（止损=现价×0.85，止盈=现价×1.15，买入区=现价×0.92~现价×1.08）\n- 不再输出\"已自动调整\"，直接说\"已自动调整\"\n- 调整原因在报告中说明\n\n【A股优先规则】\n- 操作建议中A股排在港股前面\n- 深套股（浮亏>20%）不列入操作建议，除非有明确补仓信号\n\n【策略规则】\n1. A股优先于港股：持仓操作和自选关注均按A股→港股排列\n2. 所有策略自动调整，不需要人工干预\n3. 清仓股票转为自选股，保留策略（止损/止盈/买入区）\n4. 每只股票必须有策略，无策略则自动创建\n5. 策略偏离>5%时自动调整止损/止盈/买入区，并说明调整原因\n\n\n【强制规则】只报告portfolio.json和watchlist.json中存在的股票。如果模型不确定某只股票是否在数据中，直接跳过不写。严禁凭空编造股票名称或代码。\n\n## Response\n\n我已经收集到所有必要数据。现在汇编集合竞价报告。\n\n📊 集合竞价 | 09:29\n日期：2026-06-10 周三\n\n【异常】\n• 诺德股份(600110) 竞价12.38(+4.83%⚠️) → 策略买入区11.22~12.4，在上沿。昨日涨停+9.96%后继续高开强势\n• 紫金矿业(601899) 竞价27.60(-3.06%⚠️) → 深套-29.27%暂不操作，低开关注\n\n【其他正常】\n• 博创科技(300548) 竞价234.20(-1.94%)，策略买入区221.2~244.49内，位置适中\n• 法拉电子(600563) 竞价164.30(-1.36%)，策略买入区150.87~166.75内\n• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内\n• 宁德时代(300750) 竞价395.28(-1.06%)，正常波动\n• 中科电气(300035) 竞价17.30(-1.03%)，深套-22.17%暂持\n• 辽宁成大(600739) 竞价9.99(-0.10%)，正常\n• 招商银行(600036) 竞价38.45(-0.10%)，正常\n\n【纵向分析（6/8→6/9→6/10）】\n• 诺德股份(600110)：6/8收10.74(-0.32%→zone_breach标记) → 6/9收11.81(+9.96%涨停逆转) → 6/10竞价+4.83%至12.38。连续两日强势，买入区上沿12.4临近，关注能否突破\n• 紫金矿业(601899)：竞价低开-3.06%，深套-29.27%，走势偏弱\n• 博创科技(300548)：6/9+12.13%暴力反弹后，竞价-1.94%小幅回调至234.20，仍在买入区221.2~244.49内\n\n<structured_data>\n{\"type\":\"集合竞价\",\"time\":\"09:29\",\"date\":\"2026-06-10\",\"holdings\":[\n{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":12.38,\"change_pct\":4.83,\"note\":\"竞价异常+4.83%，策略买入区11.22~12.4上沿\"},\n{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"忽略\",\"price\":27.60,\"change_pct\":-3.06,\"note\":\"竞价异常-3.06%，深套-29.27%暂不操作\"},\n{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":234.20,\"change_pct\":-1.94,\"note\":\"买入区221.2~244.49内\"},\n{\"code\":\"688981\",\"name\":\"中芯国际\",\"action\":\"持有\",\"price\":125.00,\"change_pct\":-1.81,\"note\":\"买入区116~136内\"},\n{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":164.30,\"change_pct\":-1.36,\"note\":\"买入区150.87~166.75内\"},\n{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":395.28,\"change_pct\":-1.06,\"note\":\"正常波动\"},\n{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"忽略\",\"price\":17.30,\"change_pct\":-1.03,\"note\":\"深套-22.17%暂持\"},\n{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":9.99,\"change_pct\":-0.10,\"note\":\"正常波动\"},\n{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.45,\"change_pct\":-0.10,\"note\":\"正常波动\"}\n]}\n</structured_data>\n",
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"stocks_mentioned": [
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"300035",
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"300548",
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"300750",
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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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"688981"
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],
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"structured": {
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"type": "集合竞价",
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"time": "09:29",
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"date": "2026-06-10",
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"holdings": [
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "关注",
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"price": 12.38,
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"change_pct": 4.83,
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"note": "竞价异常+4.83%，策略买入区11.22~12.4上沿"
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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": "忽略",
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"price": 27.6,
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"change_pct": -3.06,
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"note": "竞价异常-3.06%，深套-29.27%暂不操作"
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},
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{
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"code": "300548",
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"name": "博创科技",
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"action": "持有",
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"price": 234.2,
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"change_pct": -1.94,
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"note": "买入区221.2~244.49内"
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},
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{
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"code": "688981",
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"name": "中芯国际",
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"action": "持有",
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"price": 125.0,
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"change_pct": -1.81,
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"note": "买入区116~136内"
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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": 164.3,
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"change_pct": -1.36,
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"note": "买入区150.87~166.75内"
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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": 395.28,
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"change_pct": -1.06,
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"note": "正常波动"
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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": "忽略",
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"price": 17.3,
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"change_pct": -1.03,
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"note": "深套-22.17%暂持"
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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": 9.99,
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"change_pct": -0.1,
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"note": "正常波动"
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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": 38.45,
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"change_pct": -0.1,
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"note": "正常波动"
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}
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]
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},
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"_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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} |