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
135 lines
10 KiB
JSON
135 lines
10 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": "2026-06-03T12:55:41.563244",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 12:33:14\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:** 2026-06-03 12:33:14\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 🔹 操作区间附近（±3%）的股票 → 详细写，把策略原文完整列出（含区间+仓位+止损+到期日）\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## Response\n\n📊 **快速盯盘 12:30** | 港股交易中，A股午休(13:00恢复)\n\n> 大盘环境：今日偏弱，涨跌比35.6%，半导体(+4.35%)领涨，银行(-1.15%)/地产(-1.95%)/保险(-0.63%)承压\n\n---\n\n## ⚡ 操作区间附近股票\n\n### 🔵 百济神州(06160) — 实时164.70(-2.43%) | 成本177.41 | 浮亏-7.2%\n\n**确认进入第一批试仓区间 164~166 ✅**\n\n```\n决策库策略：分批入场（2026-06-02更新，28天后到期）\n第一批试仓：164~166 买入100股 ✅ 现价164.70，在区间内\n第二批确认：170~172 买入100股 ❌ 未到\n止损：160 ✅ 距+2.9%安全\n目标：175→185\n```\n\n11:46报告标注\"距区间下沿仅0.06%\"，当前已确认在区间中段。按策略执行。\n\n**纵向**（6/1最低168.8→6/2收168.5→今日低163.5后回升至164.7）：符合洗盘特征，底线160未破。\n\n---\n\n### 🔵 腾讯控股(00700) — 实时462.80(-3.90%) | 成本445.45 | 浮盈+3.9%\n\n**⚠️ 距追踪止盈~460仅0.6%，需关注**\n\n```\n决策库策略：持有设追踪止盈（2026-06-02更新）\n追踪止盈：从高点回落5%（今日高484→约460）\n止损：420 ✅ 安全\n重新入场：450以下可接回\n```\n\n今日低开低走，高开484后回落至462.80(-3.90%)。若按今日高点484计算，5%回撤价=459.80，当前仅462.80点+0.65%的空间。若午后港股继续走弱跌破460，**触发追踪止盈条件**（从高点回落5%）。\n\n**注意**：底仓仅100股(3.82%仓位)，按决策\"底仓不因触及价位就出\"原则，即使跌破460也建议观察，不急于清仓。\n\n---\n\n## 其他14只远离操作区间，持有观察\n\n| 股票 | 现价 | 策略区间 | 距区间 |\n|------|------|---------|-------|\n| 比亚迪(01211) | 93.90(-2.95%) | 止损85/止盈100 | 中间安全 |\n| 海博思创(688411) | 298.00(昨) | 止损275/止盈309 | A股午休，午后关注 |\n| 阿里(09988) | 127.00(-2.98%) | 止损115/止盈145 | 中间安全 |\n| 法拉电子(600563) | 161.27(昨) | 止损150/止盈195 | A股午休 |\n| 招商银行(600036) | 38.53(昨) | 止损36/止盈42 | 中间安全 |\n| 紫金矿业(601899) | 31.54(昨) | 止盈35 | A股午休 |\n| 辽宁成大(600739) | 10.64(昨) | 反弹止盈11.5~12 | 距-7.5% |\n| 宁德时代(300750) | 428.52(昨) | 止盈500 | A股午休 |\n| 中银香港(02388) | 47.64(-0.75%) | 止损44/止盈52 | 中间安全 |\n| 万科(02202) | 2.68(-3.60%) | 补仓2.5~2.6 | 高于区间 |\n| 黄金ETF(518880) | 9.306(昨) | 减仓10.5~11 | 距-11% |\n| 中科电气(300035) | 16.76(昨) | 止盈20 | A股午休 |\n| 双一科技(300690) | 24.86(昨) | 止损23.43 | 安全 |\n| 诺德股份(600110) | 11.84(昨) | 加仓10.5~11.0 | 高于区间 |\n\n丘钛(01478)深套-26.46%无操作区间，紫金(-21.68%)等反弹。\n\n---\n\n## 自选股关注\n\n**已入决策库的**：百济神州(06160)—操作覆盖；腾讯(00700)—追踪止盈关注；比亚迪(01211)/阿里(09988)/万科(02202)/中银(02388)—已在持仓分析\n\n**未入决策库的**：\n- **小鹏汽车(09868)** 买入区70~72，当前港股承压，若随大盘下探至70以下可关注\n- **博创科技(300548)** A股230~235买入区，午后开市关注\n- 自选股其他无特别关注\n\n---\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.70},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有（关注追踪止盈）\",\"price\":462.80},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.90},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.00},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.64},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.68},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.16},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":298.00},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.54},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.64},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":428.52},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.27},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.53},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.306},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.76},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.84}]}\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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"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": "12:30",
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"holdings": [
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{
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"code": "06160",
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"name": "百济神州",
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"action": "买入（试仓）",
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"price": 164.7
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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": "持有（关注追踪止盈）",
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"price": 462.8
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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": 93.9
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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": 127.0
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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": 47.64
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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": 2.68
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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": 10.16
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},
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{
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"code": "688411",
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"name": "海博思创",
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"action": "持有",
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"price": 298.0
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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": 31.54
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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": 10.64
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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": 428.52
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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": 161.27
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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": 38.53
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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": 9.306
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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": 16.76
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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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"code": "600110",
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"name": "诺德股份",
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"action": "持有",
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"price": 11.84
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_12-33-14"
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} |