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
24 lines
4.1 KiB
JSON
24 lines
4.1 KiB
JSON
{
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"title": "Cron Job: 盘前热点扫描",
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"type": "盘前",
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"created_at": "2026-06-18T08:55:23.378870",
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"summary": "**Job ID:** 99c06255590a\n**Run Time:** 2026-06-18 08:38:17\n**Schedule:** 30 8 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
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"content": "# Cron Job: 盘前热点扫描\n\n**Job ID:** 99c06255590a\n**Run Time:** 2026-06-18 08:38:17\n**Schedule:** 30 8 * * 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【盘前热点扫描】每日8:00-9:30\n数据：portfolio.json+decisions.json+market.json\n拉隔夜美股/中概/黄金/原油/汇率+当日重大新闻\n\n输出三段式不超600字：\n【⚡ 重点推荐操作】（最多3只）今日有操作窗口+具体价位\n股票名(代码) 现价X | 仓位X% | 技术面强弱阻力/支撑\n操作：唯一动词+价位\n\n【⚠️ 风险关注】（最多3只）隔夜/盘前风险信号\n\n【📋 今日关注】其余持仓一句话+自选靠近买入区\n\n铁律同快速盯盘\n\n## Response\n\n【盘前热点扫描】2026-06-18（周四）\n\n**隔夜概览：** 美股全线回调 SPY -1.25% / QQQ -1.01% / DIA -0.99%；中概ETF KWEB -1.93%、BABA -3.18%承压。黄金$4,327高位震荡，原油$75.1偏弱。恒指昨收24,312(-0.74%)，A股科创50逆势+1.01%。\n\n---\n\n【⚡ 重点推荐操作】\n\n**① 诺德股份(600110)** 现价12.09 | 仓位7.28% | 技术面：昨日放量+9.96%突破，阻力13.0/支撑11.5\n**操作：持有** — 涨停后今日面临获利盘+美股负面情绪，让利润奔跑，关注开盘30分钟量能，缩量横盘则继续持有，放量滞涨可减1/3\n\n**② 博创科技(300548)** 现价226.0 | 仓位2.67% | 技术面：昨日+7.74%，强撑225/弱压232/强压234\n**操作：持有** — 光通信+半导体设备双主线，量价配合健康，若回调至225~228可加仓1%，止损219\n\n**③ 神华(01088)** 现价45.3 | 仓位2.67% | 强撑44.71/弱撑45.0/弱压45.55\n**操作：买入** 44.2~45.3 | 煤炭板块昨日-2.92%超卖，高股息防御(7%+)逢低建仓3%，止损43.75\n\n---\n\n【⚠️ 风险关注】\n\n**① 阿里巴巴(09988)** ¥112.0 | BABA美股隔夜-3.18%破位至107.44，今日港股大概率低开-3%至108~109，弱支撑107.4。仓位9.25%较重，若跌破107.4应减仓2%~3%保现金\n\n**② 万科企业(02202)** ¥2.59 | 房地产板块昨日-1.72%继续弱势，深套-45%不建议操作，但需关注若跌破2.47强支撑(前期低点)会加速下跌\n\n**③ 丘钛科技(01478)** ¥7.88 | 最大仓位10.23%深套-37.22%，消费电子板块昨日+0.86%稍有回暖，但若中概走弱拖累港股中小盘，谨防破位7.47止损线\n\n---\n\n【📋 今日关注】\n\n- **宁德时代(300750)** ¥386.94 仓位4.57% | 电池板块-0.29%偏弱，美股拖累下若跌至382~385可小补2%\n- **中芯国际A(688981)** ¥125.58 | 半导体板块+3.97%净流入269亿是当前最强主线，继续持有，加仓等回调至122~124\n- **腾讯(00700)** ¥466.2 | 昨日+4.79%强势，弱支撑457.2/弱压468，持有不操作\n- **中科电气(300035)** ¥16.92(昨+4.63%) | 关注能否延续，阻力17.5若放量突破可持有\n- **黄金ETF(518880)** ¥8.78 | 国际金价$4,327高位，黄金资产中期看好但持仓-25.97%深套，不加仓等回本再决策\n- **自选买入区：** 百济神州(06160) 145~155区间已进入(当前~155)，长飞光纤(06869) 224~233区间合适\n",
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"stocks_mentioned": [
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"00700",
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"01088",
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"01478",
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"02202",
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"06160",
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"06869",
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"09988",
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"300035",
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"300548",
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"300750",
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"518880",
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"600110",
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"688981"
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],
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"structured": null,
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"_id": "cron_99c06255590a_2026-06-18_08-38-18"
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} |