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
260 lines
12 KiB
JSON
260 lines
12 KiB
JSON
{
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"code": "01088",
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"history": [
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{
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"time": "2026-06-06T16:55:42.121807",
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"content": "• **中国神华(01088) 现价46.10 → 买入区45~46** 已贴近区间上沿。高股息防御(股息率约7%)，市场恐慌时资金首选避险。跌至45可建仓3%",
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"report_id": "cron_2cb381b80865_2026-06-06_16-02-34"
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},
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{
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"time": "2026-06-06T16:55:42.121807",
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"content": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"",
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"report_id": "cron_2cb381b80865_2026-06-06_16-02-34"
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},
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{
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"time": "2026-06-10T09:04:06.260222",
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"content": "• 中国神华(01088) ¥46.16 | 买入区¥45~46 | 建议仓位3%",
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"report_id": "cron_30908cdc44a8_2026-06-09_16-09-34"
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},
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{
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"time": "2026-06-05T08:55:58.193527",
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"content": "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",
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"report_id": "cron_99c06255590a_2026-06-05_08-33-52"
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},
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{
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"time": "2026-06-05T08:55:58.193075",
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"content": "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",
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"report_id": "cron_99c06255590a_2026-06-05_08-50-54"
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},
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{
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"time": "2026-06-05T09:56:43.468720",
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"content": "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",
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"report_id": "cron_99c06255590a_2026-06-05_09-09-43"
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},
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{
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"time": "2026-06-05T09:56:43.468315",
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"content": "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",
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"report_id": "cron_99c06255590a_2026-06-05_09-12-34"
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},
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{
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"time": "2026-06-10T09:04:06.263298",
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"content": "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",
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"report_id": "cron_99c06255590a_2026-06-10_08-31-01"
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},
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{
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"time": "2026-06-19T08:55:36.890930",
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"content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
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"report_id": "cron_99c06255590a_2026-06-19_08-32-54"
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},
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{
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"time": "2026-06-01T13:55:12.662353",
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"content": "**🟢中国神华(01088) | 47.200 +4.70%⚠️** → 煤炭护盘走强，关注45~47低吸区间，建议仓位5%",
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"report_id": "cron_bb35a0b1b5e3_2026-06-01_13-45-19"
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},
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{
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"time": "2026-06-01T14:55:20.376616",
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"content": "• **中国神华(HK)01088** | 47.200 +4.70% | 周期避险资金流入，买入区间45~47，仓位3~5%",
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"report_id": "cron_bb35a0b1b5e3_2026-06-01_14-45-18"
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},
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{
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"time": "2026-06-02T14:55:53.459929",
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"content": "**01088 中国神华 | 46.02 -2.58%** — 🟢买入区间45~46【本周有效】接近买入区，触及45建仓3%",
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"report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14"
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},
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{
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"time": "2026-06-12T08:55:34.669098",
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"content": "**中国神华(01088) 45.38(+0.27%) | 仓位2.67%→建议持有**",
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"report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16"
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},
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{
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"time": "2026-06-01T14:55:20.379029",
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"content": "• **中国神华(01088)** | 47.14 | **+4.57%** 👀 大涨已突破买入区间，等回调",
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"report_id": "cron_d3797d924ddc_2026-06-01_14-33-03"
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},
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{
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"time": "2026-06-01T15:56:03.416800",
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"content": "🟢关注 中国神华(01088) | 现价47.02 | +4.30% | 煤炭板块领涨，买入区44-46可建仓3%",
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"report_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
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},
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{
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"time": "2026-06-02T12:55:54.837962",
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"content": "• 中国神华(01088) 47.54 | 买入区间45~46，仓位3%",
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"report_id": "cron_d3797d924ddc_2026-06-02_12-31-51"
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},
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{
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"time": "2026-06-02T13:56:05.498180",
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"content": "• **中国神华(01088) | 47.54→**买入区45~46（距-3.2~-3.9%），推荐仓位3%。煤炭板块走强+2.82%，等回调45附近低吸",
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"report_id": "cron_d3797d924ddc_2026-06-02_13-32-19"
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},
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{
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"time": "2026-06-02T15:55:45.682762",
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"content": "📌 **中国神华(01088)** — ¥47.54接近买入区间45~46",
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"report_id": "cron_d3797d924ddc_2026-06-02_15-32-34"
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},
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{
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"time": "2026-06-02T16:56:09.365950",
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"content": "• **中国神华(01088)** | 买入区间45~46 | 现价~¥47.54",
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"report_id": "cron_d3797d924ddc_2026-06-02_16-18-04"
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},
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{
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"time": "2026-06-04T12:56:22.977655",
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"content": "🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，若回落至45.5~46可建仓1~2%",
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"report_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
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},
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{
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"time": "2026-06-04T12:56:22.977655",
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"content": "🟡 **中国神华(01088)** 46.80 — 距买入区45~46仅+1.7%，若回落至45.5~46可建1~2%（约10k~21k）",
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"report_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
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},
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{
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"time": "2026-06-04T12:56:22.977655",
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"content": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}",
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"report_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
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},
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{
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"time": "2026-06-04T14:56:02.483448",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-04_14-02-43"
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},
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{
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"time": "2026-06-04T14:56:02.482947",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-04_14-17-17"
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},
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{
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"time": "2026-06-04T16:55:50.528997",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-04_16-17-20"
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},
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{
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"time": "2026-06-05T09:56:43.474274",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-05_09-00-30"
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},
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{
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"time": "2026-06-05T10:56:45.903728",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-05_10-06-46"
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},
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{
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"time": "2026-06-05T10:56:45.902342",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-05_10-52-57"
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},
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{
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"time": "2026-06-09T08:55:23.485329",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-08_16-32-13"
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},
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{
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"time": "2026-06-09T08:55:23.484882",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-08_16-54-31"
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},
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{
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"time": "2026-06-10T09:04:06.273761",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-09_15-16-06"
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},
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{
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"time": "2026-06-10T09:04:06.273196",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-09_15-50-03"
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},
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{
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"time": "2026-06-10T09:04:06.273196",
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"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},",
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"report_id": "cron_d3797d924ddc_2026-06-09_15-50-03"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "🔵 **中国神华(01088) 46.50 (-0.04%)** — 策略买入区43.57~48.15，现价46.50在区间内。止损41.27/止盈55.03。浮盈+0.26%。",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-10T09:04:06.271823",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-38-32"
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},
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{
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"time": "2026-06-10T09:04:06.271232",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-51-50"
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},
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{
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"time": "2026-06-11T08:55:23.397094",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
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},
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{
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"time": "2026-06-11T08:55:23.397094",
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"content": "{\"code\":\"01088\",\"name\":\"中国神华\",\"action\":\"持有\",\"price\":45.36},",
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"report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "• 中国神华(01088) 45.20(-2.08%) → 在买入区44~46内，持有观察。止损42/目标50，仓位2.29%",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "**港股：** 腾讯(00700) 465.60(+2.74%)→买入区内持有 | 比亚迪(01211) 86.60(-2.04%)→买入区内持有 | 阿里(09988) 113.50(-2.22%)",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.369272",
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"content": "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",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
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},
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{
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"time": "2026-06-11T08:55:23.369272",
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"content": "**港股：** 比亚迪股份(01211) 86.60(-2.04%)→买入区84.12~92.98内持有 | 阿里巴巴(09988) 113.50(-2.22%)→买入区112.0~123.8内持有 ",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
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},
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{
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"time": "2026-06-11T08:55:23.369272",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
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},
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{
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"time": "2026-06-04T13:55:22.352730",
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"content": "⚡ 中国神华(01088) 偏离+3.0% | 旧45~46 → 建议45.47~47.82 | 快速评估",
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"report_id": "cron_d39e265198ad_zone_assess_20260604_1306"
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},
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{
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"time": "2026-06-14T08:55:34.460610",
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"content": "**🟢 中国神华(01088) ¥45.32 | 买入区44.41~45.48 ✅ | RR:1.79**",
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"report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
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}
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]
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} |