知微
7b4826777a
1. stale_detector新增自选股买入区偏离自动重评: - 每轮扫描watchlist_stocks, price偏离买入区中心>15%自动触发per_stock_reassess - 之前只标记[STRATEGY_STALE]不输出,改为标记+触发重评两步完成 - 策略完毕直接输出结果,不再等下次cron通知 2. 000850华茂股份全面重评: - 核心价值:纺织是壳,金融股权投资才是核心(国泰海通/广发/徽商银行) - PB=0.78破净, 7月3日分红3675万占年净利17.85% - 7/16临时股东会催化剂 - 结论:3.70~3.90区间可建仓1~2%,止损3.50,止盈4.30 - 修复:之前说'观望不建仓'是错的,低估了破净安全垫 3. watchlist_stocks DB加000850记录
122 lines
3.7 KiB
JSON
122 lines
3.7 KiB
JSON
{
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"checked_at": "2026-07-07T10:22:06",
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"total_active": 19,
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"flagged_count": 7,
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"flagged": [
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{
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"code": "000700",
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"name": "模塑科技",
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"price": 17.22,
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"flags": [
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"现价17.22在买入区16~18（是否可买需结合timing_signal判断）"
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],
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"age_days": 3,
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"last_update": "2026-07-06 11:07:37",
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"entry_zone": "16~18",
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"current": "盈利良好 | ⚠️盈亏比极低，关注 | 止损16.7 | 目标0 | 买入区15.5~18.08 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": true
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},
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{
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"code": "00700",
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"name": "腾讯",
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"price": 497.35,
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"flags": [
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"价格距买入区中心32% 需关注"
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],
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"age_days": 3,
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"last_update": "2026-07-03 11:16:48",
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"entry_zone": "371~386",
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"current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 损363.06 | 盈0 | 买370.63~385.75",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": false
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},
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{
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"code": "01088",
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"name": "中国神华",
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"price": 46.14,
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"flags": [
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"价格距买入区中心36% 需关注"
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],
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"age_days": 3,
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"last_update": "2026-07-03 11:16:48",
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"entry_zone": "31~36",
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"current": "持有观察 | ⚠️盈亏比极低，关注 | 止损33.67 | 目标0 | 买入区31.24~36.45 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": false
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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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"price": 97.0,
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"flags": [
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"价格距买入区中心39% 需关注"
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],
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"age_days": 3,
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"last_update": "2026-07-03 11:16:48",
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"entry_zone": "64~75",
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"current": "深套持有 | 深套持有 | 止损64.29 | 目标0 | 买入区64.22~74.92 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": false
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},
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{
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"code": "01888",
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"name": "建滔积层板",
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"price": 73.3,
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"flags": [
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"现价73.30在买入区67~78（是否可买需结合timing_signal判断）"
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],
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"age_days": 3,
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"last_update": "2026-07-06 11:07:37",
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"entry_zone": "67~78",
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"current": "持有观察 | ⚠️盈亏比极低，关注 | 止损64.14 | 目标0 | 买入区67.27~78.48 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": true
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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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"price": 2.7,
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"flags": [
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"价格距买入区中心38% 需关注"
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],
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"age_days": 3,
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"last_update": "2026-07-03 11:16:49",
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"entry_zone": "2~2",
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"current": "深套持有 | 深套持有 | 止损1.9 | 目标0 | 买入区1.81~2.11 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": false
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},
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{
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"code": "300548",
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"name": "长芯博创",
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"price": 228.23,
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"flags": [
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"现价228.23在买入区205~240（是否可买需结合timing_signal判断）"
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],
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"age_days": 3,
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"last_update": "2026-07-06 11:01:50",
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"entry_zone": "205~240",
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"current": "持有观察 | ⚠️盈亏比极低，关注 | 止损221.38 | 目标0 | 买入区205.41~239.64 | 信号:持有",
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"updated_by": "auto",
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"updated_reason": "自动生成",
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"is_watchlist": true
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}
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],
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"portfolio": {
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"position_pct": 65.89,
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"cash": 321271.0,
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"weak_position_pct": 71.4,
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"all_weak_pct": 63.2,
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"signals": [
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"[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比71.4%>40%，建议系统性减仓"
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]
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},
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"summary": "扫描19个策略，7个需关注"
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} |