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
10 KiB
JSON
135 lines
10 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": "2026-06-04T09:55:40.297209",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 09:46:26\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 09:46:26\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\nNow I have all the data. Let me compile the report.\n\n**【快速盯盘 09:45】2026-06-04 周四**\n\n---\n\n**🔵 诺德股份(600110) 现价11.49 → 进入加仓区间**\n昨收12.04跌-4.57%，现价11.49已进入策略加仓区间11.5~11.8。按决策库策略：11.5以下为**最佳入场**，建议加仓100~200股，止损10.5。目前仅100股市值~1149元，仓位0.11%，加仓空间充足。\n\n**🔵 百济神州(06160) 现价168.50 → batch2已执行，持有观察**\nbatch2于今日09:37@171.40执行完成，现价168.50浮亏约-1.7%（均价摊至~172.4）。止损160安全距+5.3%。目标1=175（距+3.9%），目标2=185（距+9.8%）。纵向对比：6/3日收盘165.20（-2.13%→本周最低区域），今日早盘反弹+2.0%回至168.50，走出底部。\n\n**⚠️ 海博思创(688411) 现价281.20 → 接近追踪关注线**\n昨收284.49跌-1.16%，现价281.20距止损275仅+2.3%。daily_review指出\"跌破280需关注\"，距280仅+0.4%，需留意。原追踪止盈从高点305.53回落5%约290，现价已低于追踪线。\n\n---\n\n**其他13只远离操作区间，持有观察：**\n比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.8+0.6%（未触发）| 中银(02388)47.6跌-0.34%距止损44+8.2% | 万科(02202)2.72微涨距补仓区2.5~2.6上方 | 紫金(601899)30.47跌-2.56%等反弹至34~35减仓 | 辽宁成大(600739)10.56持平等11.5~12 | 宁德(300750)417.02跌-2.20%止盈500 | 法拉电子(600563)160.66微跌止损150/止盈195安全 | 招行(600036)38.44微跌止损36/止盈42 | 黄金ETF(518880)9.28持平等10.5~11 | 中科电气(300035)16.50跌-1.55%等反弹至20 | 丘钛(01478)9.69持平深套持有 | 双一(300690)24.42跌-1.05%在关注区23~24上方\n\n---\n\n**自选股关注：**\n• **小鹏汽车(09868) 现价68.45** → 买入区65~68，恰在上沿附近。昨收68.05涨+0.59%。可在区间内分批试仓，3%仓位以下轻仓。\n• **长飞光纤(06869) 现价263.6** → ⚠️ 区间偏离(reassess)：买入区240~255，持续高于上沿+3.4%，建议重新评估\n• **博创科技(300548) 现价~244.90** → ⚠️ 区间偏离(reassess)：daily_review指出原zone_breach标记的224.27为过期数据(6/2)，实际收244.90(+4.39%)，建议上调买入区至238~245\n• **建滔集团(01888) 现价53.85** → 买入区50~53，在上沿附近\n• **摩尔线程(688795) 现价660.0** → 买入区620~650，高于上沿+1.5%\n• **沐曦股份(688802) 现价750.88** → 买入区700~740，高于上沿+1.5%\n• 其他自选股（药明康德/神华/平安/汇川/中芯等）无特别关注\n\n---\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.50},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"关注\",\"price\":281.20},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":462.60},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":90.05},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":125.20},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.60},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.72},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.47},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.56},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":417.02},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.66},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.44},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.28},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.50},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.69},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.42}]}\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": "09:45",
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"holdings": [
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "买入",
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"price": 11.49
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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": 168.5
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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": "关注",
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"price": 281.2
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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": 462.6
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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": 90.05
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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": 125.2
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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": 47.6
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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": 2.72
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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": 30.47
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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": 10.56
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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": 417.02
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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": 160.66
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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": 38.44
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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": 9.28
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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": 16.5
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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": 9.69
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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": 24.42
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_09-46-27"
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} |