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
23 lines
4.6 KiB
JSON
23 lines
4.6 KiB
JSON
{
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"title": "Cron Job: 持仓情报-盘中（每小时40分）",
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"type": "盘中",
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"created_at": "2026-06-01T10:25:54.017859",
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"summary": "**Job ID:** 4d2a6edd560d\n**Run Time:** 2026-05-22 15:44:34\n**Schedule:** 40 8-15 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delive",
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"content": "# Cron Job: 持仓情报-盘中（每小时40分）\n\n**Job ID:** 4d2a6edd560d\n**Run Time:** 2026-05-22 15:44:34\n**Schedule:** 40 8-15 * * 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执行持仓情报采集任务。现在是交易日盘中时段（A股9:30-11:30，13:00-15:00，港股9:30-12:00，13:00-16:00）。\n\n你的持仓和自选数据不在提示词里硬编码，请读取以下文件获取：\n1. /home/hmo/Obsidian/knowledge/finance/dad-portfolio.md — 14只持仓明细\n2. /home/hmo/Obsidian/knowledge/finance/dad-watchlist.md — 全部自选观察股\n3. /home/hmo/Obsidian/knowledge/finance/watchlist-buy-recommendations.md — 重点自选买入建议（含买入区间、目标价、建议仓位）\n\n⚠️ 规则：每轮必须发送报告！即使有变化的股票和上轮相同也发，更新价格即可。\n只合并成一条消息，禁止逐只推送。\n\n第一步：用 web_search 获取实时行情（搜索\"A股最新行情\"等），或者从 /home/hmo/Obsidian/knowledge/finance/ 读取缓存数据。\n然后调用 http://192.168.0.111:19088/api/sendTextMsg POST 到 CyberKids 群。\n\nPOST body：{\"wxid\": \"54580629017@chatroom\", \"msg\": \"报告内容\"}\n\n报告格式：\n🕐 持仓监控 YYYY-MM-DD HH:MM\n\n【持仓操作】按仓位从高到低\n有操作建议的才列，其余说\"其余X只持有观望\"\n• 股票名(代码) 现价 → 今日涨跌 + 操作建议 + 理由\n\n【自选关注】按推荐价值从高到低\n有操作建议的才列\n• 股票名(代码) 现价 → 今日涨跌 + 买入区间 + 仓位建议\n\n逻辑校验：止损<补仓<现价<目标，不符合的不输出。\n\n发送成功后在 /home/hmo/.cache/finance/ 写入一个文件记录本轮的 stock 价格快照，供下轮对比用。\n\n## Response\n\n🕐 **持仓监控 2026-05-22 15:42**\n\n---\n\n**【持仓操作】** 按仓位从高到低\n\n• **丘钛科技(01478) 9.38 ↑7.45%** → 深亏-36.79%，今日放量反弹，关注能否站稳9.5；如持续反弹可小仓补摊成本，但不急于操作\n• **紫金矿业(601899) 30.96 ↑3.23%** → 深亏-24.53%，今日跟随有色板块反弹，暂持观望，止损坚定\n• **万科企业(02202) 2.68 ↓-0.74%** → 深亏-30.26%，继续走弱无起色，暂不加仓，等待企稳信号\n• **诺德股份(600110) 9.98 ↑7.43%** → 扭亏为盈！今日放量大涨，短线强势，可考虑止盈半仓锁定利润\n• **中银香港(02388) 48.20 ↑2.03%** → 盈利+7.49%，走势稳健，继续持有\n其余9只持有观望\n\n---\n\n**【自选关注】** 按推荐价值从高到低\n\n• **腾讯控股(00700) 442.40 ↑0.77%** → 已跌破买入区下沿444，进入可布局区域！建议仓位5-10%，目标500+\n• **中芯国际H(00981) 79.90 ↑7.68%** → 半导体大涨！现价高于买入区72-75，已错过最佳买点，等回调至76下方再考虑\n• **宁德时代(300750) 411.16 ↓-0.11%** → 在买入区400-410上沿附近，可等回调至410下方布局，仓位5-8%，目标480-500\n• **比亚迪A(002594) 93.75 ↑0.26%** → 略高于买入区90-93上沿，走势偏弱，观望\n• **华虹半导体(01347) 131.30 ↑2.58%** → 接近买入区125-130，但今日大涨后空间收窄，等回调\n• **建滔积层板(01888) 50.75 ↑14.30%** → 暴涨！远离买入区42-44，等回调再议\n• **优必选(09880) 123.10 ↑9.42%** → 大涨，远离买入区105-108，观望\n\n---\n\n⚠️ 群发API（19088端口）无响应，报告已直接输出。快照已保存至 `/home/hmo/.cache/finance/price_snapshot_20260522_1542.md`。\n",
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"stocks_mentioned": [
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"002594",
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"00700",
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"00981",
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"01347",
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"01478",
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"01888",
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"02202",
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"02388",
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"09880",
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"19088",
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"300750",
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"600110",
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"601899"
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],
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"_id": "cron_4d2a6edd560d_2026-05-22_15-44-34"
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} |