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
23 lines
4.2 KiB
JSON
23 lines
4.2 KiB
JSON
{
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"title": "Cron Job: 持仓情报-盘中",
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"type": "盘中",
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"created_at": "2026-06-05T16:55:44.799450",
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"summary": "**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-05 16:41:00\n**Schedule:** 40 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delive",
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"content": "# Cron Job: 持仓情报-盘中\n\n**Job ID:** bb35a0b1b5e3\n**Run Time:** 2026-06-05 16:41:00\n**Schedule:** 40 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【持仓情报-盘中】每小时40分推送\n\n一、时间检查：9:30-16:00（港股至16:00），否则→SILENT\n\n二、数据源：portfolio.json + decisions.json + curl实时行情\n\n三、输出策略（硬规则：标题必须以「股票名+代码」开头——禁止只有价格的标题！）：\n 正确示例：「🔵 百济神州(06160) 现价164.40 → 进入试仓区间」\n 错误示例（禁止）：「现价164.40 | 昨收...」「确认进入区间」\n 🔹 接近操作区间的股票详细写（同上判断标准）\n 🔹 其他持仓合并为\"xxx,xxx,xxx 保持持仓观察\"一段\n 🔹 有异动（>±5%）的股票单独写并分析原因\n 🔹 自选股：有决策的按trigger判断，无决策的自行分析，无可说不提\n 🔹 如果无操作窗口也无异动 → 合并一段后停止，不展开\n\n四、决策库参考：\n 先读 /home/hmo/web-dashboard/data/decisions.json，提取所有status=active的策略（目前16只）\n 对报告涉及的每只股票，逐一对号入座查看策略\n\n五、每份报告需引用前序报告的判断做对比，体现纵向连续性\n\n六、历史背景参考：\n 读 /home/hmo/web-dashboard/data/daily_reviews.json\n 了解前几日的历史判断，再结合现状做最新研判。\n\n\n📂 行业知识参考：\n 读 /home/hmo/web-dashboard/data/stock_profiles.json\n 了解各股票的所属行业、主营业务。\n 分析时考虑行业联动（同行业股票的趋势是否一致？）\n 用于回答用户\"基本面怎样\"\"行业怎么看\"等问题\n\n\n【结构化数据输出规则】\n每份报告正文结束后，用以下格式附上结构化数据：\n<structured_data>\n{\n \"type\": \"盯盘|盘中报|盘后复盘\",\n \"time\": \"HH:MM\",\n \"holdings\": [\n {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n ]\n}\n</structured_data>\n\naction字段：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n有trigger条件的加 trigger 字段（如\"164~166\"）\n无操作窗口也输出空数组：{\"type\":\"...\",\"time\":\"...\",\"holdings\":[]}\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\n\n## Response\n\nThe current time is 16:40, which is outside the Hong Kong market hours (9:30-16:00). According to the rules, I should respond with [SILENT] when outside market hours.\n\n**[SILENT]**\n",
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"stocks_mentioned": [
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"600110"
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],
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"structured": {
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"type": "盯盘|盘中报|盘后复盘",
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"time": "HH:MM",
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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": "观望",
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"price": 11.84
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}
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]
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},
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"_id": "cron_bb35a0b1b5e3_2026-06-05_16-41-00"
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} |