MoFin/data/reports/cron_d3797d924ddc_2026-06-05_11-05-35.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-05T11:55:24.761535",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 11:05:35\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",
  "content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-05 11:05:35\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【数据源优先级规则】\n- portfolio.json = 唯一可信的当前持仓数据（股数、成本、均价、现价）\n- decisions.json = 仅用于策略参考（区间、止损、目标），不可用于股数/成本\n- 禁止：用decisions.json的shares字段替代portfolio.json的实际持仓\n- 必须：先读portfolio.json确认当前实际股数和成本，再对照decisions.json看策略是否触发\n\n【自选股标注规则（严格遵循）】\n自选股每只必须带🟢🟡⚪表情符：\n\n🟢 可操作 — 价格在买入区内或距触发<3%，给仓位百分比+止损+策略\n   格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64\n🟡 关注 — 距触发3~5%，说明距买入区多远、何时变可操作\n   格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注\n⚪ 观察 — 距触发>5%或无可操作信号，一笔带过不说建议\n   格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作\n\n仓位只用百分比不要股数。禁止说\"可关注/到达买入区\"等空话。排序按推荐价值从高到低。\n\n## Response\n\n我需要修正报告格式。根据要求，标题必须以【股票名+代码】开头。让我重新生成报告：\n\n**🕐 11:04**\n\n**【持仓操作】**\n- **海博思创(688411)** 现价268.02 → 触发止损275，建议卖出\n\n其他15只持仓（按仓位：丘钛科技9.1%、比亚迪股份8.6%、阿里巴巴7.3%...）均在策略区间内或远离操作点，持有观察。\n\n**【自选关注】**\n🟡 建滔集团(01888) 53.2 — 距买入区间50~53仅-0.4%，仓位0%\n🟡 中国神华(01088) 46.42 — 距买入区间45~46仅-0.9%，仓位3%\n🟢 小鹏汽车-W(09868) 65.1 — 在买入区间65~68内，仓位3%\n🟡 摩尔线程-U(688795) 656.91 — 距买入区间620~650仅-1.1%，仓位0%\n🟡 沐曦股份-U(688802) 743.21 — 距买入区间700~740仅-0.4%，仓位0%\n🟡 长飞光纤(06869) 260.2 — 距买入区间240~255仅-2.0%，仓位0%\n🟡 博创科技(300548) 224.27 — 距买入区间230~235仅+2.6%，仓位2%\n\n**【区间偏离预警】**\n⚠️ 建滔集团(01888) - 连续3次在区间外，建议重新评估买入区间\n⚠️ 摩尔线程-U(688795) - 连续3次在区间外，建议重新评估买入区间  \n⚠️ 沐曦股份-U(688802) - 连续3次在区间外，建议重新评估买入区间\n⚠️ 长飞光纤(06869) - 连续3次在区间外，建议重新评估买入区间\n⚠️ 博创科技(300548) - 临界偏离，建议调整区间至238~248\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.63},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":90.85},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":123.5},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.24},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.41},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.3},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":460.2},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.67},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":171.46},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.52},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":92.38},{\"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},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.6}]}\n</structured_data>\n",
  "stocks_mentioned": [
    "00700",
    "01211",
    "01478",
    "02202",
    "02388",
    "06160",
    "09988",
    "300035",
    "300690",
    "300750",
    "518880",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "11:04",
    "holdings": [
      {
        "code": "688411",
        "name": "海博思创",
        "action": "卖出",
        "price": 268.02
      },
      {
        "code": "01478",
        "name": "丘钛科技",
        "action": "持有",
        "price": 9.63
      },
      {
        "code": "01211",
        "name": "比亚迪股份",
        "action": "持有",
        "price": 90.85
      },
      {
        "code": "09988",
        "name": "阿里巴巴-W",
        "action": "持有",
        "price": 123.5
      },
      {
        "code": "601899",
        "name": "紫金矿业",
        "action": "持有",
        "price": 30.24
      },
      {
        "code": "600739",
        "name": "辽宁成大",
        "action": "持有",
        "price": 10.41
      },
      {
        "code": "300750",
        "name": "宁德时代",
        "action": "持有",
        "price": 432.06
      },
      {
        "code": "02388",
        "name": "中银香港",
        "action": "持有",
        "price": 47.3
      },
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "持有",
        "price": 460.2
      },
      {
        "code": "02202",
        "name": "万科企业",
        "action": "持有",
        "price": 2.67
      },
      {
        "code": "600563",
        "name": "法拉电子",
        "action": "持有",
        "price": 171.46
      },
      {
        "code": "600036",
        "name": "招商银行",
        "action": "持有",
        "price": 38.52
      },
      {
        "code": "06160",
        "name": "百济神州",
        "action": "持有",
        "price": 165.2
      },
      {
        "code": "518880",
        "name": "黄金ETF华安",
        "action": "持有",
        "price": 92.38
      },
      {
        "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
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "持有",
        "price": 11.6
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-05_11-05-35"
}