知微
0bfb819110
笑笑重构把HK股的价格和成本都转CNY写入DB。 price_monitor同时改了新逻辑要写HKD，但DB已经是CNY， 两个方向打架导致建滔(-2.5%实际浮亏)被算成-15.5%。 修复： DB holdings表8只HK股的price和cost从CNY转回HKD currency改回HKD 现金修正为132,121.93（Dad 7/3截图确认） 总资产=957,656.13 仓位=86.2%
836 lines
25 KiB
JSON
836 lines
25 KiB
JSON
{
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"last_updated": "2026-07-03 14:18",
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"total_candidates": 15,
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"sectors_analyzed_today": [
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"半导体",
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"金属新材料",
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"医疗服务",
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"元件",
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"消费电子",
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"自动化设备"
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],
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"candidates": [
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{
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"code": "600111",
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"name": "北方稀土",
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"sector": "小金属",
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"xiaoguo_score": 7,
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"reason": "稀土配额管控趋严，价格企稳反弹，资金持续流入，周线级别底背离后放量上攻，趋势健康且具安全边际。",
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"entry_range": "49.00-52.00",
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"stop_loss": "47.00",
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"target": "58.00",
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"added_at": "2026-06-19 18:17",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 3,
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"score_history": [
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"date": "2026-06-20 04:00",
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"score": 8
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"date": "2026-06-20 18:00",
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"score": 7
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"zhiwei_star": 4.0,
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"zhiwei_reviewed": true,
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"promoted": false,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": "今日小金属板块涨2.28%但资金净流出7.96亿，板块热度降温，暂持保留"
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},
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{
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"code": "002271",
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"name": "东方雨虹",
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"sector": "非金属材料Ⅱ",
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"xiaoguo_score": 4,
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"reason": "建材龙头估值修复，政策托底地产预期升温。但价格已大幅低于原入场区间，均线空头排列，需等待企稳信号。",
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"entry_range": "12.00-12.50",
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"stop_loss": "11.30",
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"target": "15.50",
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"added_at": "2026-06-19 18:17",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 3,
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"score_history": [
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"date": "2026-06-20 04:00",
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"score": 4
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},
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{
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"date": "2026-06-20 18:00",
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": true,
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"trend_note": "连续3次评分下降（7→4→4），价格12.13附近，非金属材料板块大涨但该股未跟涨，板块内分化明显"
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},
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{
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"code": "002475",
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"name": "立讯精密",
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"sector": "元件",
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"xiaoguo_score": 8,
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"reason": "消费电子复苏+AI硬件布局，业绩确定性高，回调至20日均线获支撑，资金承接有力，安全边际较好。",
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"entry_range": "66.00-70.00",
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"stop_loss": "63.00",
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"target": "80.00",
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"added_at": "2026-06-19 18:17",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 3,
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"score": 8
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"score": 8
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"promoted": true,
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"promoted_at": "2026-06-20 18:00",
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "600585",
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"name": "海螺水泥",
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"sector": "非金属材料Ⅱ",
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"xiaoguo_score": 5,
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"reason": "估值处于历史低位，博弈稳增长政策发力。非金属材料板块+4.99%领涨但该股跟涨力度不足，需等待右侧放量确认。",
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"entry_range": "17.50-18.50",
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"stop_loss": "16.50",
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"target": "21.00",
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"last_updated": "2026-06-20 18:00",
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"date": "2026-06-20 04:00",
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"score": 4
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"date": "2026-06-20 18:00",
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"score": 5
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": "非金属材料板块大涨4.99%但该股仅小幅跟涨，板块龙头金戈新材+21.67%涨停，海螺属跟风品种"
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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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"sector": "半导体",
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"xiaoguo_score": 8,
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"reason": "半导体板块单日净流入120.97亿领涨市场，个股放量上攻+4.45%，南向资金连续6日净买入，趋势完美且催化剂明确。",
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"entry_range": "135.00-142.00",
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"stop_loss": "128.00",
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"target": "165.00",
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"last_updated": "2026-06-20 18:00",
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"score": 8
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"date": "2026-06-20 18:00",
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"score": 8
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"trend_warning": false,
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{
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"code": "002371",
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"name": "北方华创",
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"sector": "半导体",
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"xiaoguo_score": 8,
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"reason": "半导体设备龙头，板块资金大幅流入120.97亿，个股趋势健康+2.39%，721元附近整理充分后启动，具备安全边际。",
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"entry_range": "700.00-725.00",
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"stop_loss": "680.00",
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"target": "800.00",
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"added_at": "2026-06-20 04:00",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 2,
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"score_history": [
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"score": 8
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"score": 8
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"zhiwei_reviewed": true,
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"promoted": true,
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"promoted_at": "2026-06-20 18:00",
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "603259",
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"name": "药明康德",
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"sector": "医疗服务",
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"xiaoguo_score": 8,
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"reason": "完成25亿港元H股回购用于员工激励，彰显管理层信心。医疗服务板块净流入11.67亿，个股+4.60%放量上攻。",
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"entry_range": "98.00-105.00",
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"stop_loss": "93.00",
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"target": "118.00",
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"added_at": "2026-06-20 04:00",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 2,
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"score_history": [
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"score": 7
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"score": 8
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],
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"xiaoguo_strategy": {},
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"zhiwei_star": 4.0,
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"dropped": true,
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"trend_warning": false,
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},
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{
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"code": "300124",
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"name": "汇川技术",
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"sector": "自动化设备",
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"xiaoguo_score": 7,
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"reason": "工控自动化龙头，受益于AI+智能制造主线。自动化设备板块净流入15.27亿，个股+2.05%温和放量，走势稳健。",
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"entry_range": "69.50-72.00",
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"stop_loss": "66.50",
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"target": "82.00",
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"added_at": "2026-06-20 18:00",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 1,
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"score": 7
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"trend_note": ""
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},
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{
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"code": "688017",
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"name": "绿的谐波",
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"sector": "自动化设备",
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"xiaoguo_score": 7,
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"reason": "谐波减速器龙头，机器人核心零部件稀缺标的。个股+6.92%放量大涨，自动化设备+机器人双概念叠加，弹性十足。",
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"entry_range": "395.00-415.00",
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"stop_loss": "375.00",
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"target": "460.00",
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"added_at": "2026-06-20 18:00",
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"last_updated": "2026-06-20 18:00",
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{
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"code": "300759",
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"name": "康龙化成",
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"sector": "医疗服务",
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"xiaoguo_score": 7,
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"reason": "CXO龙头之一，跟随药明康德+4.60%放量上攻。医疗服务板块净流入11.67亿，生物医药资金回补趋势明确。",
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"entry_range": "21.50-23.00",
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"stop_loss": "20.50",
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"target": "27.00",
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"added_at": "2026-06-20 18:00",
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"last_updated": "2026-06-20 18:00",
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{
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"code": "688981",
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"name": "中芯国际",
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"sector": "半导体",
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"xiaoguo_score": 8,
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"xiaoguo_reason": "晶圆代工龙头，产能利用率回升，先进制程突破预期强，机构持仓集中，趋势走稳。",
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"xiaoguo_strategy": {
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"entry_range": "58.00-60.50",
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"stop_loss": "55.00",
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"target": "68.00"
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},
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"verified_price": 159.52,
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"verified_change": 5.64,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"code": "002371",
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"name": "北方华创",
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"sector": "半导体",
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"xiaoguo_score": 9,
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"xiaoguo_reason": "半导体设备核心标的，订单饱满，国产替代加速，业绩高增确定性高，资金持续加仓。",
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"xiaoguo_strategy": {
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"entry_range": "285.00-295.00",
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"stop_loss": "270.00",
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"target": "330.00"
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},
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"verified_price": 882.01,
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"verified_change": 2.54,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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},
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{
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"code": "603501",
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"name": "韦尔股份",
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"sector": "半导体",
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"xiaoguo_score": 7.5,
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"xiaoguo_reason": "CIS龙头，消费电子复苏+汽车电子放量，估值处于历史中低位，弹性较大。",
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"stop_loss": "83.00",
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"verified_price": 92.38,
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"verified_change": 4.62,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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