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
128 lines
9.7 KiB
JSON
128 lines
9.7 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": "2026-06-03T15:55:46.071941",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 15:17:15\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 15:17:15\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## Response\n\nNow I have fresh prices. Let me compile the complete analysis.\n\n**关键发现分析：**\n\n1. **百济神州(06160)** ¥164.5（-2.55%）→ 现价在batch1区间164~166内运行，止损160安全（+2.8%），批次2需170~172未到\n2. **海博思创(688411)** ¥284.49（-4.91%）→ 今日大跌，距止损275仅+3.4%，最低280.99\n3. **腾讯控股(00700)** ¥465.2（-3.41%）→ 从今日高点484回落-3.88%，接近5%追踪止盈阈值\n4. **诺德股份(600110)** ¥12.04（+1.69%）→ 今日最低11.52曾进入11.5~11.8买入区，已反弹\n\n🔵 **百济神州(06160) 现价164.5 → 批次1区间内运行，批次2等待**\n现价164.5，在batch1区间164~166内。止损160距+2.8%安全。批次2需170~172确认加仓，尚未触发。今日跌-2.55%（昨收168.8），最低163.5。持有观察。\n\n🔴 **海博思创(688411) 现价284.49 → 距止损275仅+3.4%，注意风险**\n今日大幅回调-4.91%，从昨收299.17跌至284.49。最低280.99，距止损275仅+2.2%。止盈309未到。若明日续跌至275附近需按策略止损。目前仍持有，但风险显著上升。\n\n🔵 **腾讯控股(00700) 现价465.2 → 从高点484回落-3.88%，接近追踪止盈阈值**\n策略：从今日高点回落5%（约459.8）触发止盈。现价465.2距阈值+1.2%。回落幅度接近但未达触发线。止损420安全（+10.8%）。接回区450以下。\n\n🔵 **诺德股份(600110) 现价12.04 → 今日最低11.52，曾短暂进入买入区**\n策略买入区间11.5~11.8（最佳11.5以下）。今日最低11.52，曾触及买入区间下沿，但迅速反弹收于12.04。现价高于区间，买入窗口已关闭，继续等待下次回调机会。\n\n其他12只远离操作区间，持有观察：比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(601899)31.27距止盈35-10.7%、辽宁成大(600739)10.55远低于减仓11.5~12、宁德(300750)426.42距止盈500-14.7%、万科(02202)2.7高于补仓2.5~2.6、法拉电子(600563)161.0距止损150+7.3%、招行(600036)38.5距止损36+6.9%、黄金ETF(518880)9.281远低于减仓10.5~11、中科电气(300035)16.76距止盈20-16.2%、双一科技(300690)24.68在23~24企稳与26~27减仓之间。\n\n自选股无特别关注：建滔集团(01888)53.65暴涨+8.34%远超买入区45~47，等回调；其余自选远离买入区间。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"注意风险\",\"price\":284.49},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":465.2},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.04},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.35},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.0},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.27},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.55},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":426.42},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.54},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.7},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.0},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.5},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.281},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.76},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.68}]}\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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"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": "15:15",
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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": "持有",
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"price": 164.5
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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": "注意风险",
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"price": 284.49
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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": 465.2
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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": 12.04
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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": 93.35
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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": 127.0
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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": 31.27
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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": 10.55
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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": 426.42
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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": 47.54
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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": 2.7
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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": 161.0
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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": 38.5
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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": 9.281
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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": 16.76
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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": 24.68
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_15-17-15"
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} |