知微
c745f1318a
1. 加重评冷却（4小时）— 查holding_strategies.updated_at 2. 修zone_notes早退bug — 有区间说明时不静默退出 3. zone_notes冷却30分→4小时（匹配重评冷却） 4. 标题自适应：有推荐→自选买入提醒 | 仅区间提醒→操作区间提醒 5. 区间说明格式：'进入操作区间，但重评结果:x' 6. 操作建议标题只在有可操作项时显示 7. has_actionable判定改用实际lines内容
381 lines
13 KiB
JSON
381 lines
13 KiB
JSON
{
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"checked_at": "2026-07-09T09:00:42",
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"total_active": 37,
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"flagged_count": 24,
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"flagged": [
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{
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"code": "000657",
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"name": "中钨高新",
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"price": 73.95,
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"flags": [
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"现价73.95在买入区72~75（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "72~75",
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"current": "盈利持有 | 缩量 | 目标84.52 | 止损71.69 | 买入区72.47~75.43",
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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": "000850",
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"name": "华茂股份",
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"price": 3.81,
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"flags": [
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"现价3.81在买入区4~4（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "4~4",
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"current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标4.04 | 止损3.7 | 买入区3.73~3.84",
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"updated_by": "manual_analysis_v4",
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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": "000949",
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"name": "新乡化纤",
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"price": 5.61,
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"flags": [
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"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
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"现价5.61在买入区6~6（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-08 21:17:08",
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"entry_zone": "6~6",
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"current": "盈利持有 | 放量下跌⚠️ | 近5日增量跌价=⚠️出货型 | 目标5.99 | 止损5.44 | 买入区5.5~5.66 | 信号:弱势持有",
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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": "001309",
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"name": "德明利",
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"price": 825.0,
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"flags": [
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"现价825.00在买入区808~842（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "808~842",
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"current": "盈利持有 | 正常 | 目标936.1 | 止损786.59 | 买入区808.5~841.5",
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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": "002371",
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"name": "北方华创",
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"price": 802.32,
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"flags": [
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"现价802.32在买入区786~807（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "786~807",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.9)，谨慎买入 | 正常 | 目标862.13 | 止损770.21 | 买入区786.27~806.98 | 信号:买入",
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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": "002594",
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"name": "比亚迪",
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"price": 87.8,
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"flags": [
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"现价87.80在买入区86~89（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "86~89",
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"current": "盈利持有 | 正常 | 目标94.19 | 止损85.17 | 买入区86.04~88.78 | 信号:买入",
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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": "腾讯控股",
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"price": 474.8,
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"flags": [
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"现价474.80在买入区465~484（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "465~484",
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"current": "盈利持有 | 正常 | 目标519.27 | 止损460.56 | 买入区465.3~484.04",
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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": "01088",
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"name": "中国神华",
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"price": 41.42,
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"flags": [
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"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
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"现价41.42在买入区41~42（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "41~42",
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"current": "盈利持有 | 正常 | 目标44.49 | 止损40.03 | 买入区40.59~41.81 | 信号:弱势持有",
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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": "01211",
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"name": "比亚迪股份",
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"price": 85.5,
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"flags": [
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"现价85.50在买入区84~87（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "84~87",
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"current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标96.43 | 止损81.1 | 买入区83.79~87.21 | 信号:买入",
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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": 2.27,
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"flags": [
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"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
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"现价2.27在买入区2~2（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "2~2",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 量价背离 | 近5日减量涨价=⬆量价背离 | 目标2.43 | 止损2.17 | 买入区2.22~2.27 | 信号:弱势持有",
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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": "300124",
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"name": "汇川技术",
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"price": 63.2,
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"flags": [
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"现价63.20在买入区62~64（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "62~64",
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"current": "盈利持有 | 放量下跌⚠️ | 近5日增量跌价=⚠️出货型 | 目标75.61 | 止损61.3 | 买入区61.94~64.46 | 信号:关注",
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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": "300308",
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"name": "中际旭创",
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"price": 1128.35,
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"flags": [
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"现价1128.35在买入区1106~1139（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "1106~1139",
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"current": "盈利持有 | 正常 | 目标1205.48 | 止损1094.5 | 买入区1105.78~1138.89",
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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": "301308",
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"name": "江波龙",
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"price": 592.71,
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"flags": [
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"现价592.71在买入区581~605（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-08 15:02:12",
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"entry_zone": "581~605",
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"current": "盈利持有 | 正常 | 目标741.03 | 止损572.25 | 买入区580.86~604.56",
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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": "600519",
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"name": "贵州茅台",
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"price": 1199.3,
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"flags": [
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"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
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"现价1199.30在买入区1175~1204（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "1175~1204",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 正常 | 目标1265.1 | 止损1163.32 | 买入区1175.31~1204.03 | 信号:弱势持有",
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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": "601101",
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"name": "昊华能源",
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"price": 12.23,
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"flags": [
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"现价12.23在买入区12~12（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-08 15:02:12",
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"entry_zone": "12~12",
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"current": "盈利持有 | 目标13.35 | 止损11.75 | 买入区11.99~12.39",
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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": "601318",
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"name": "中国平安",
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"price": 49.54,
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"flags": [
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"现价49.54远低于买入区95~99，买入区需下移"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "95~99",
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"current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 量价背离 | 近5日减量涨价=⬆量价背离 | 目标51.96 | 止损参考0.0 | 买入区0.0~0.0 | 信号:弱势持有",
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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": "603501",
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"name": "豪威集团",
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"price": 100.95,
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"flags": [
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"现价100.95在买入区99~101（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-08 15:02:12",
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"entry_zone": "99~101",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.7)，谨慎买入 | 正常 | 目标106.95 | 止损97.48 | 买入区98.93~101.27 | 信号:买入",
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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": "688041",
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"name": "海光信息",
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"price": 343.0,
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"flags": [
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"现价343.00在买入区336~350（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-08 15:32:16",
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"entry_zone": "336~350",
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"current": "盈利持有 | 正常 | 目标375.46 | 止损332.71 | 买入区336.14~349.81 | 信号:关注",
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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": "688411",
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"name": "海博思创",
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"price": 244.0,
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"flags": [
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"现价244.00在买入区239~249（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "239~249",
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"current": "盈利持有 | 正常 | 目标273.42 | 止损236.57 | 买入区239.12~248.88",
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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": "688630",
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"name": "芯碁微装",
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"price": 473.26,
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"flags": [
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"现价473.26在买入区464~483（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "464~483",
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"current": "盈利持有 | 正常 | 目标530.49 | 止损451.28 | 买入区463.79~482.73",
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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": "688639",
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"name": "华恒生物",
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"price": 16.42,
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"flags": [
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"现价16.42在买入区16~16（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "16~16",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 缩量 | 目标17.32 | 止损15.93 | 买入区16.09~16.49 | 信号:关注",
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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": "688795",
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"name": "摩尔线程-U",
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"price": 666.0,
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"flags": [
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"现价666.00在买入区653~679（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "653~679",
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"current": "盈利持有 | 正常 | 目标748.0 | 止损646.0 | 买入区652.68~679.32",
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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": "688802",
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"name": "沐曦股份-U",
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"price": 840.08,
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"flags": [
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"现价840.08在买入区830~851（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "830~851",
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"current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 正常 | 目标1000.79 | 止损参考0.0 | 买入区0.0~0.0 | 信号:关注",
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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": "688981",
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"name": "中芯国际",
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"price": 152.1,
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"flags": [
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"现价152.10在买入区149~152（是否可买需结合timing_signal判断）"
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],
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"age_days": 0,
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"last_update": "2026-07-09 08:55:21",
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"entry_zone": "149~152",
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"current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 正常 | 目标164.94 | 止损144.14 | 买入区149.06~152.46 | 信号:买入",
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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": 65.77,
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"cash": 321271.0,
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"weak_position_pct": 81.8,
|
|
"all_weak_pct": 45.9,
|
|
"signals": [
|
|
"[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比81.8%>40%，建议系统性减仓"
|
|
]
|
|
},
|
|
"summary": "扫描37个策略，24个需关注"
|
|
} |