MoFin/data/reports/cron_d3797d924ddc_2026-06-03_09-46-11.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-03T09:56:06.722353",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 09:46:10\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:** 2026-06-03 09:46:10\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】低频率推送，只在必要时说事\n\n一、时间检查：\n  9:30-15:00（A股）+港股至16:00\n  非交易时段 → SILENT\n\n二、数据源：\n  读 portfolio.json + decisions.json\n  读 curl实时行情\n\n三、输出策略（核心规则）：\n  🔹 只有\"接近操作区间\"的股票才单独详细写\n     判断标准：现价距决策库trigger条件±3%内 或 当日异动>±5%\n     格式：【代码 名称】现价 涨跌幅 浮盈% → 操作建议【时效标记】\n  🔹 不接近操作区间的所有持仓合并成1段：\n     \"xxx,xxx,xxx,xxx,xxx 保持持仓观察\"\n  🔹 自选股同理：只有价格进入买入区间的才提\n  🔹 如果没有任何股票接近操作区间 → 整份报告SILENT（不推送）\n\n四、决策库参考（具体价位以此为准，结合最新行情做最新研判）：\n  百济06160 → batch1:164~166试仓, batch2:170~172加仓, 止损160\n  腾讯00700 → 追踪止盈(高点回落5%), 450以下可接\n  诺德600110 → entry_zone:11.5~11.8加仓100~200股\n  双一300690 → watch_low:23~24关注企稳, watch_high:26~27减半\n\n五、报告需基于前序报告的历史信息做纵向研判，不是孤立分析\n\n六、历史背景参考：\n  读 /home/hmo/web-dashboard/data/daily_reviews.json\n  了解前几日盘后复盘的关键判断和修正记录。\n  再读 decisions.json。综合历史+现状做最新研判。\n\n\n📂 行业知识参考：\n  读 /home/hmo/web-dashboard/data/stock_profiles.json\n  了解各股票的所属行业、主营业务。\n  分析时考虑行业联动（同行业股票的趋势是否一致？）\n  用于回答用户\"基本面怎样\"\"行业怎么看\"等问题\n\n\n六、结构化数据输出（每份报告末尾用以下标签附上结构化数据）：\n  报告正文结束后，另起一行输出：\n  <structured_data>\n  {\n    \"type\": \"盯盘\",\n    \"time\": \"HH:MM\",\n    \"holdings\": [\n      {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n    ]\n  }\n  </structured_data>\n  \n  action字段规范：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n  触发机会的股票加 trigger 字段（例：{\"code\":\"06160\",\"action\":\"关注\",\"trigger\":\"164~166\",\"price\":168.3}）\n  无操作窗口的报告也输出空数组：{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[]}\n\n【结构化数据输出规则】\n每份报告正文结束后，用以下格式附上结构化数据：\n<structured_data>\n{\n  \"type\": \"盯盘|盘中报|盘后复盘\",\n  \"time\": \"HH:MM\",\n  \"holdings\": [\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n  ]\n}\n</structured_data>\n\naction字段：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n有trigger条件的加 trigger 字段（如\"164~166\"）\n无操作窗口也输出空数组：{\"type\":\"...\",\"time\":\"...\",\"holdings\":[]}\n\n## Response\n\nNow let me compile my analysis. Here's what I've found:\n\n**百济神州(06160) — 关键位置！** 现价163.80，跌2.96%，已跌破batch1试仓区下沿164，距止损160仅2.3%。这是一个双重触发位置。\n\nAll other holdings sit comfortably away from their trigger zones. Let me write the report.\n\n🕐 09:45\n\n**【触发关注】**\n• **百济神州(06160) 163.80 -2.96% 浮亏-7.67%** → ⚠️ 价格已跌破batch1试仓区下沿164，距止损160仅2.3%。已有200股(成本177.41)，不建议在止损位附近追加。若跌破160需执行止损清仓。现价62.80PE较高但洗盘特征持续，密切盯盘。\n\n**【其他持仓 保持观察】**\n海博思创293.99(-1.73%), 丘钛10.24(+0.89%), 比亚迪95.20(-1.60%), 阿里129.10(-1.38%), 紫金31.46(-0.38%), 辽宁成大10.64(-0.65%), 宁德422.95(-2.52%), 中银48.12(+0.25%), 腾讯476.00(-1.16%), 万科2.75(-1.08%), 法拉161.42(-2.69%), 招行38.50(-0.77%), 黄金ETF9.295(-1.22%), 中科16.58(+0.24%), 双一24.94(+0.16%), 诺德12.16(+2.70%) — 均远离操作区间，持仓观察。\n\n**【自选观察】**\n摩尔线程621.01(+0.75%)、沐曦672.50(+1.36%)、中芯135.60(+2.36%) — 均高于买入区，等回调。\n\n<structured_data>\n{\n  \"type\": \"盯盘\",\n  \"time\": \"09:45\",\n  \"holdings\": [\n    {\"code\": \"06160\", \"name\": \"百济神州\", \"action\": \"关注\", \"price\": 163.80, \"trigger\": \"止损160/试仓164~166\"},\n    {\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"持有\", \"price\": 293.99},\n    {\"code\": \"01478\", \"name\": \"丘钛科技\", \"action\": \"持有\", \"price\": 10.24},\n    {\"code\": \"01211\", \"name\": \"比亚迪股份\", \"action\": \"持有\", \"price\": 95.20},\n    {\"code\": \"09988\", \"name\": \"阿里巴巴-W\", \"action\": \"持有\", \"price\": 129.10},\n    {\"code\": \"601899\", \"name\": \"紫金矿业\", \"action\": \"持有\", \"price\": 31.46},\n    {\"code\": \"600739\", \"name\": \"辽宁成大\", \"action\": \"持有\", \"price\": 10.64},\n    {\"code\": \"300750\", \"name\": \"宁德时代\", \"action\": \"持有\", \"price\": 422.95},\n    {\"code\": \"02388\", \"name\": \"中银香港\", \"action\": \"持有\", \"price\": 48.12},\n    {\"code\": \"00700\", \"name\": \"腾讯控股\", \"action\": \"持有\", \"price\": 476.00},\n    {\"code\": \"02202\", \"name\": \"万科企业\", \"action\": \"持有\", \"price\": 2.75},\n    {\"code\": \"600563\", \"name\": \"法拉电子\", \"action\": \"持有\", \"price\": 161.42},\n    {\"code\": \"600036\", \"name\": \"招商银行\", \"action\": \"持有\", \"price\": 38.50},\n    {\"code\": \"518880\", \"name\": \"黄金ETF华安\", \"action\": \"持有\", \"price\": 9.295},\n    {\"code\": \"300035\", \"name\": \"中科电气\", \"action\": \"持有\", \"price\": 16.58},\n    {\"code\": \"300690\", \"name\": \"双一科技\", \"action\": \"持有\", \"price\": 24.94},\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.16}\n  ]\n}\n</structured_data>\n",
  "stocks_mentioned": [
    "600110"
  ],
  "structured": {
    "type": "盯盘",
    "time": "HH:MM",
    "holdings": [
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "观望",
        "price": 11.84
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-03_09-46-11"
}