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
9.9 KiB
JSON
135 lines
9.9 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": "2026-06-03T11:55:53.361771",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 11:02:54\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 11:02:54\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 | 6月3日 周三 11:02**\n\n---\n\n### 📌 百济神州(06160) — 试仓窗口已触发！\n\n**现价 164.90 | 昨收168.80 | 日内-2.31% | 仓位2.73% | 成本177.41**\n\n根据决策库策略（6月2日15:47更新）：\n```\n分批入场：第一批164~166试仓100股，第二批170~172追认100股\n止损160，目标175~185\n```\n\n✅ **现价164.90，已在第一批试仓区间164~166内！**\n\n| 参数 | 值 |\n|------|-----|\n| 买入区间 | **164~166** ✅ 现价164.90在区间内 |\n| 建议股数 | 100股（试仓） |\n| 止损 | 160（距-3.0%，安全） |\n| 目标 | 175~185（+6.1%~+12.2%） |\n| 现有持仓 | 200股（成本177.41，浮亏-7.0%） |\n| 到期日 | 2026-07-01 |\n\n**纵向分析**：6月1日最低探至168.80后持续走弱，今日最低163.50，缩量下跌符合\"洗盘确认\"特征。原止损160安全。\n\n---\n\n### 🔹 操作区间附近（±3%以内）— 无其他\n\n其余17只持仓均远离操作区间，详细如下：\n\n**其他15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| 海博思创(688411) | 290.38 | 止盈309 | -6.0% |\n| 丘钛科技(01478) | 10.12 | 深套持有 | -27% |\n| 比亚迪(01211) | 94.55 | 止损85/止盈100 | 中段 |\n| 阿里巴巴(09988) | 127.20 | 止损115/止盈145 | 中段 |\n| 紫金矿业(601899) | 31.56 | 止盈35 | -9.8% |\n| 辽宁成大(600739) | 10.66 | 反弹11.5~12 | -7.3% |\n| 宁德时代(300750) | 430.33 | 止盈500 | -13.9% |\n| 中银香港(02388) | 47.86 | 止损44/止盈52 | 中段 |\n| 万科企业(02202) | 2.69 | 补仓2.5~2.6 | 高于区间 |\n| 法拉电子(600563) | 161.88 | 止损150/止盈195 | 中段 |\n| 招商银行(600036) | 38.52 | 止损36/止盈42 | 中段 |\n| 黄金ETF(518880) | 9.316 | 减仓10.5~11 | -11.3% |\n| 中科电气(300035) | 16.86 | 止盈20 | -15.7% |\n| 双一科技(300690) | 24.95 | 止损23.43 | 安全 |\n| 诺德股份(600110) | 12.39 | 加仓10.5~11 | 高于区间 |\n\n**腾讯(00700) 464.60**：昨收481.60回落-3.53%，距高点回落约4.16%，尚未触及5%追踪线（约457），暂持观察。\n\n---\n\n### 🔭 自选股\n\n**小鹏汽车-W(09868) 69.40** — 日内-3.61%，买入区70~72。**现价69.40低于买入区下沿70**，接近可布局区域。建议关注。\n\n其余自选股无特别关注（建滔集团、中国神华、长飞光纤等均高于买入区；暂观类无变化）。\n\n---\n\n### ✅ 操作建议总结\n\n1. **百济神州(06160)** → 164~166区间，按策略执行**试仓买入100股**。止损160。\n2. 其余持仓均远离操作区间，持有观察不动。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":464.60},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":290.38},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.12},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":94.55},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.20},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.56},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.66},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":430.33},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.86},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.88},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.52},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.316},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.86},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.95},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.39},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.69}]}\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": "11:02",
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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",
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"price": 164.9
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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",
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"price": 464.6
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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": 290.38
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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": 10.12
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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": 94.55
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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": 127.2
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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": 31.56
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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": 10.66
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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": 430.33
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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": 47.86
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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": 161.88
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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": 38.52
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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": 9.316
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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": 16.86
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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": 24.95
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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": 12.39
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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": 2.69
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_11-02-55"
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} |