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
121 lines
9.8 KiB
JSON
121 lines
9.8 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": "2026-06-04T11:55:44.730607",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 11:17:12\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:** 2026-06-04 11:17:12\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 🔴 硬规则：标题必须以【股票名+代码】开头！禁止只有价格的标题（如「现价464.00...」）！\n 正确：「🔵 百济神州(06160) 现价164.40 → 进入试仓区间」 | 错误（禁止）：「现价164.40...」\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八、每条报告标题必须含股票名和代码。例如：「🔵 百济神州(06160) 进入试仓区间」，不能只说「进入第一批试仓区间」让用户猜。\n\n【区间偏差联动】写报告前读 ~/.hermes/zone_breach.json。\n 对action=\"reassess\"的股票，在报告中标注\"⚠️ 区间偏离：建议重新评估\"\n\n【格式铁律】\n每只股票必写\"股票名(代码)\"前缀，如\"腾讯(00700) 现价466.4\"。禁止无股票名的分析段落。\n\n## Response\n\n📋 **快速盯盘 11:30** | 2026-06-04 周四\n\n——\n**🔴 腾讯(00700) 现价455.8 → 追踪止盈濒临触发**\n追踪止盈位=高点479.40回落5%=455.43，现价455.8仅高出0.37（+0.08%），一触即发。若跌破455.43则触发止盈减仓。策略规定低过450可接回。\n\n**🔵 诺德股份(600110) 现价11.35 → 进入最佳加仓区（低于11.5）**\n按决策库策略：加仓区间11.5~11.8（可接受），11.5以下最佳。现价11.35进入\"最佳\"区，距止损10.5 +8.1%安全。可加仓100~200股。\n\n**🔵 百济神州(06160) 现价168.4 → batch2已执行（100@171.4），全部试仓完成**\n今日09:37执行第二批加仓100股@171.4。现价168.4，止损160距+5.25%安全。持股400均价172.65，目标175/185。等待价格回升至目标区间。\n\n**🔵 海博思创(688411) 现价283.22 → +10.87%强势大涨**\n距止损275 +3.0%，距止盈309 -8.4%。当日+10.87%放量上攻，持有设追踪止盈。\n\n**其他持仓（11只远离开区间，持有观察）：**\n比亚迪(01211) 91.6 | 阿里(09988) 123.3 | 紫金矿业(601899) 30.49 | 辽宁成大(600739) 10.4 | 宁德时代(300750) 432.06 | 中银香港(02388) 47.46 | 万科(02202) 2.68 | 法拉电子(600563) 168.23 | 招商银行(600036) 38.35 | 中科电气(300035) 16.53 | 双一科技(300690) 24.86\n\n**⚠️ 区间偏离（zone_breach需重新评估）：**\n• 建滔集团(01888) 现价54.05 — 高于区间50~53，距上沿+2.0%\n• 摩尔线程(688795) 现价664.22 — 高于区间620~650，距上沿+2.2%\n• 长飞光纤(06869) 现价260.0 — 高于区间240~255，距上沿+2.0%\n• 博创科技(300548) 224.27（昨日收盘244.90+4.39%，数据待刷新）\n\n**自选股关注：**\n• 小鹏汽车(09868) 66.4 — 在区间65~68内，可关注\n• 中国神华(01088) 46.78 — 买入区45~46，距区间+1.7%暂未到\n• 沐曦(688802) 现价742.43 — 略超区间700~740，维持观察\n• 其他自选（药明康德/中国人寿/信义光能/中国平安/汇川技术/TCL电子/中芯国际/德明利）皆无特别信号\n\n**纵向判断（基于6/2~6/3复盘）：**\n港股科技昨日集体回调（腾讯-3.16%/阿里-3.28%），今日腾讯反弹+1.31%至455.8但濒临追踪止盈位。百济神州batch2今日执行完毕，两批试仓完成进入持有阶段。A股方面海博思创大涨+10.87%为当日最大亮点。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":455.8},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"可加仓\",\"price\":11.35},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.4},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有设追踪止盈\",\"price\":283.22},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.6},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":123.3},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.49},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.4},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.46},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.68},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":168.23},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.35},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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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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"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": "11:30",
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"holdings": [
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{
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"code": "00700",
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"name": "腾讯控股",
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"action": "关注追踪止盈触发",
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"price": 455.8
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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": "可加仓",
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"price": 11.35
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},
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{
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"code": "06160",
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"name": "百济神州",
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"action": "持有",
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"price": 168.4
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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": "持有设追踪止盈",
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"price": 283.22
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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": 91.6
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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": 123.3
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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": 30.49
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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": 10.4
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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": 432.06
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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": 47.46
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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": "600563",
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"name": "法拉电子",
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"action": "持有",
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"price": 168.23
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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": 38.35
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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": 16.53
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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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},
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"_id": "cron_d3797d924ddc_2026-06-04_11-17-13"
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} |