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
24 lines
4.1 KiB
JSON
24 lines
4.1 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": "2026-06-03T09:56:06.723399",
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"summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-03 09:29:37\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:** 2026-06-03 09:29:37\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\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\n## Response\n\n数据全部收集完毕，我来做分析判断。\n\n**集合竞价数据解析（A股09:25开盘集合竞价结果）：**\n\n| 代码 | 名称 | 竞价价 | 昨收 | 竞价涨跌幅 | 决策库条件 | 判断 |\n|------|------|--------|------|-----------|-----------|------|\n| 688411 | 海博思创 | 295.00 | 299.17 | -1.39% | 追踪止盈290 | 正常 |\n| 601899 | 紫金矿业 | 31.01 | 31.58 | -1.80% | — | 正常 |\n| 600739 | 辽宁成大 | 10.71 | 10.71 | 0% | — | 正常 |\n| 300750 | 宁德时代 | 437.00 | 433.89 | +0.72% | — | 正常 |\n| 600563 | 法拉电子 | 165.88 | 165.88 | 0% | — | 正常 |\n| 600036 | 招商银行 | 38.81 | 38.80 | +0.03% | — | 正常 |\n| **600110** | **诺德股份** | **11.52** | **11.84** | **-2.70%** | **买区10.5~11.0** | **接近关注** |\n| 688639 | 华恒生物 | 22.55 | 22.51 | +0.18% | 已清仓 | 跳过 |\n| 518880 | 黄金ETF | 9.28 | 9.41 | -1.38% | — | 正常 |\n| 300035 | 中科电气 | 16.55 | 16.54 | +0.06% | — | 正常 |\n| 300690 | 双一科技 | 25.20 | 24.90 | +1.20% | — | 正常 |\n\n**港股（09:10pre-market，无竞价数据）：**\n01478丘钛 10.15 | 01211比亚迪96.75 | 09988阿里130.9 | 02388中银48.0 | 00700腾讯481.6 | 02202万科2.78 | 06160百济168.8\n\n**纵向分析：** daily_reviews.json为空，无近2天历史判断可做比较。\n\n**决策库trigger条件核查：**\n- 百济神州(06160) — 分批入场batch1区间164~166。当前portfolio价168.7，距区间上沿+1.6%，尚未进入。港股pre-market无竞价数据，无法确认开盘方向。\n- 腾讯(00700) — 追踪止盈策略，无具体买入区间trigger。\n\n**判断：** 无持仓股竞价涨跌幅>±3%，无决策库trigger条件股票竞价接近区间。诺德-2.70%接近阈值但未触发，买区10.5~11.0距当前11.52仍有距离。\n\n[SILENT]\n",
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"stocks_mentioned": [
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"00700",
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"06160",
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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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"688639"
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],
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"structured": null,
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"_id": "cron_e3bf7b13af8d_2026-06-03_09-29-38"
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} |