知微
ee1849a6a3
核心改动： 1. 创建 branch_scanner.py — 每15分钟扫价格→评估分支适用性→记录trigger_count cron: 分支自成长-盘中 (15,30,45,00 9-15) 2. 创建 prune_branches.py — 每日21:00剪枝（触发>=5次且成功率<50% → 淘汰） cron: 分支剪枝-每日 (0 21 * * 1-5) — 之前是每周，频率太低 3. strategy_tree.py: _check_branch_condition 新增 price_lower 支持 buy_dip 分支同时检查上下界（price<=entry_high AND price_lower>=entry_low） 4. 43只股票全部补全决策树（之前只有6只） init_default_branches 生成每只6条分支：止损/回调买入/突破追涨/减仓/止盈/持有 5. stale_push_wlin 分支输出已存在（302-315行加载策略树，437-455行评估+追加） 下一期报告即显示：【弱势震荡→buy】价格回调到支撑区，弱势市场低吸 新增： 南亚新材(688519) 全面分析+策略+自选 买入区335~350 止损320 止盈400 RR=1.7 6月从285拉至409(+43%)后急跌至331(-19%)，今日反弹缩量。高PE(228)炒作品种，等回调确认支撑
74 lines
3.7 KiB
JSON
74 lines
3.7 KiB
JSON
{
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"timestamp": "2026-06-23 16:00",
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"source": "小果新闻情感分析",
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"market_context": "大盘48.9%板块上涨，市场情绪中性。贵金属(-8.6%)、小金属(-5.58%)、工业金属(-5.53%)领跌；化学制药(+3.68%)、生物制品(+2.96%)领涨。持仓整体承压，多只个股跌幅超4%。",
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"analyses": [
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{
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"name": "紫金矿业",
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"code": "601899",
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"sentiment": "negative",
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"confidence": 0.95,
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"brief": "紫金矿业大跌9.1%且成交额激增至116.54亿元，有色板块集体重挫（中金黄金跌超7%），量价齐跌显示抛压沉重",
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"keywords": ["紫金矿业", "大跌", "有色板块", "重挫", "成交额放大"],
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"news_headlines": [
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"紫金矿业成交额超上一日全天，股价下跌9.10%",
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"紫金矿业、洛阳钼业重挫6%，有色上演过山车行情"
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]
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},
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{
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"name": "德明利",
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"code": "001309",
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"sentiment": "positive",
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"confidence": 0.95,
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"brief": "德明利盘中创历史新高，上涨4.34%报769.06元，成交额54.30亿元，市值达1744.58亿元，量价配合良好",
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"keywords": ["德明利", "历史新高", "上涨", "存储芯片", "放量"],
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"news_headlines": [
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"德明利盘中创历史新高，上涨4.34%"
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]
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},
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{
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"name": "腾讯控股",
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"code": "00700",
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"sentiment": "negative",
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"confidence": 0.70,
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"brief": "富瑞重申腾讯为首选股目标价795港元提供支撑，但港股科网股集体走低，腾讯跌超3%近月新低，短期空头占优",
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"keywords": ["腾讯控股", "科网股", "下跌", "富瑞", "首选股"],
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"news_headlines": [
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"富瑞重申腾讯控股为首选股，目标价795港元",
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"港股科网股多数走低，腾讯控股跌超3%"
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]
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},
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{
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"name": "阿里巴巴",
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"code": "09988",
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"sentiment": "negative",
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"confidence": 0.85,
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"brief": "港股阿里巴巴跌破100港元整数关口，创2025年4月以来新低，跌超3%，破位信号明显，市场悲观情绪浓厚",
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"keywords": ["阿里巴巴", "港股", "跌破", "新低", "100港元"],
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"news_headlines": [
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"港股阿里巴巴跌破100港元，创2025年4月以来新低"
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]
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}
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],
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"no_news_today": [
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{"name": "法拉电子", "code": "600563", "change": -6.03, "reason": "当日无明确新闻，但跌幅6%需关注"},
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{"name": "宁德时代", "code": "300750", "change": -4.03, "reason": "当日无明确新闻，钠电进展消息非今日"},
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{"name": "小鹏集团", "code": "09868", "change": -4.64, "reason": "当日无明确新闻"},
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{"name": "中科电气", "code": "300035", "change": -4.55, "reason": "当日无明确新闻"},
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{"name": "长芯博创", "code": "300548", "change": -4.05, "reason": "当日无明确新闻"},
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{"name": "建滔积层板", "code": "01888", "change": -5.11, "reason": "当日无明确新闻"}
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],
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"risk_alerts": {
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"紫金矿业": "单日-8.84%触发大幅下跌，贵金属板块-8.6%领跌全市场。已跌破成本价40.27元至27.75元，深套状态。需关注是否继续下探。",
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"腾讯控股": "今日跌4.02%至415.4元，距止损357.8仍有13.8%空间。富瑞看多但短期趋势偏弱。",
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"阿里巴巴": "跌破100港元心理关口，创一年多新低。持仓成本109.26元，浮亏约9.3%。"
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},
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"sentiment_summary": {
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"positive_count": 1,
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"negative_count": 3,
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"neutral_count": 0,
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"overall": "偏空",
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"note": "4只有明确新闻的标的中3只偏空，1只偏多，整体市场情绪偏谨慎。有色板块受贵金属暴跌拖累严重，科网股也普遍走弱。"
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}
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}
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