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MoFin/data/reports/cron_2d7979b753d1_2026-06-01_09-36-10.json
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知微 (MoFin) aa0f740381 MoFin 初始提交
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
2026-06-20 12:04:21 +08:00

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{
"title": "Cron Job: 分析师-集合竞价观察",
"type": "未知",
"created_at": "2026-06-01T10:25:53.958803",
"summary": "**Job ID:** 2d7979b753d1\n**Run Time:** 2026-06-01 09:36:10\n**Schedule:** 28 9 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
"content": "# Cron Job: 分析师-集合竞价观察\n\n**Job ID:** 2d7979b753d1\n**Run Time:** 2026-06-01 09:36:10\n**Schedule:** 28 9 * * 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【集合竞价观察】\n\n一、时间检查。不在09:25-09:30 → [SILENT]\n\n二、采集数据:读持仓(含仓位),curl获取集合竞价价格,计算涨跌幅。\n\n三、有信号调知微分析(不做推送):\n`position-analyst -z \"(知微)集合竞价数据:... 有异动。判断开盘方向。⚠️ 直接打印结论,不加[zw]前缀、不做推送。\" --resume analyst-session` timeout=600\n\n四、整理格式并推QQ:\n 1. 加标题行「📊 集合竞价 | $(date '+%Y-%m-%d %H:%M')」\n 2. POST localhost:3003/send_private_msg {user_id: 965455, message: \"完整消息\"}\n 3. 注意绕过 http_proxy--noproxy '*'\n\n五、无信号 → [SILENT]\n\n## Response\n\n📊 集合竞价 | 2026-06-01 09:29\n\n━━━━━━━━━━━━━━━━━━━━━━\n\n🔴 海博思创(688411) | 竞价280.41 昨收276.00 | +1.60% | 仓位12.68% | 浮盈+8.8%\n🔴 辽宁成大(600739) | 竞价10.76 昨收10.76 | 0.00% | 仓位6.95% | 浮亏-12.5% ⛔破止损10.82\n🔴 紫金矿业(601899) | 竞价30.22 昨收30.44 | -0.72% | 仓位7.35% | 浮亏-1.6%\n🟡 宁德时代(300750) | 竞价432.10 昨收424.00 | +1.91% | 仓位4.03% | 浮盈+5.4%\n🟡 法拉电子(600563) | 竞价164.31 昨收165.88 | -0.95% | 仓位3.31% | 浮盈+2.7%\n🟡 黄金ETF华安(518880) | 竞价9.398 昨收9.397 | +0.01% | 仓位2.16% | 浮亏-11.8% ⛔破止损9.54\n🟡 招商银行(600036) | 竞价38.00 昨收38.01 | -0.03% | 仓位2.83% | 浮亏-0.4%\n⚪ 中科电气(300035) | 竞价16.58 昨收16.46 | +0.73% | 仓位1.87% | 浮亏-22.2%\n⚪ 双一科技(300690) | 竞价25.30 昨收25.39 | -0.35% | 仓位0.98% | 浮亏-12.4%\n⚪ 华恒生物(688639) | 竞价23.78 昨收23.47 | +1.32% | 仓位0.47% | 浮亏-12.8% ⛔破止损24.0\n⚪ 诺德股份(600110) | 竞价12.61 昨收12.66 | -0.39% | 仓位0.10% | 浮盈+30.5%\n\n━━━━━━━━━━━━━━━━━━━━━━\n\n⚠️ 竞价破位信号(3个):\n\n⛔ 辽宁成大(600739) 仓位6.95%\n→ 竞价平开10.76,已跌破止损10.82!\n→ 浮亏-12.5%,建议开盘后密切关注,破位则减半仓\n\n⛔ 黄金ETF华安(518880) 仓位2.16%\n→ 竞价9.398,持续低于止损9.54\n→ 浮亏-11.8%,持续承压\n\n⛔ 华恒生物(688639) 仓位0.47%\n→ 竞价+1.32%至23.78,仍破止损24.0\n→ 极小仓位影响有限\n\n📋 竞价概况\n• 集合竞价整体平稳,无剧烈异动\n• 宁德时代竞价+1.91%领涨,海博思创+1.60%重仓回稳\n• 辽宁成大破止损需重点警惕(仓位6.95%)\n• 总仓位~78%,现金~22万\n\n⚠️ 推送说明\n• QQ napcat离线(需重新扫码登录),无法推送至QQ\n• 知微分析因API月度配额耗尽未能调用\n• 报告已存档 /home/hmo/cron-reports/集合竞价-2026-06-01-0929.txt\n",
"stocks_mentioned": [
"300035",
"300690",
"300750",
"518880",
"600036",
"600110",
"600563",
"600739",
"601899",
"688411",
"688639",
"965455"
],
"_id": "cron_2d7979b753d1_2026-06-01_09-36-10"
}