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
135 lines
11 KiB
JSON
135 lines
11 KiB
JSON
{
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"title": "Cron Job: 快速盯盘-15分钟",
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"type": "盯盘",
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"created_at": "2026-06-04T10:55:34.843432",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 10:02:31\n**Schedule:** 0,15,30,45 9-16 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automaticall",
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"content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 10:02:31\n**Schedule:** 0,15,30,45 9-16 * * 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【快速盯盘 15分钟】每15分钟检查一次持仓是否有操作窗口。港股开市期间运行。\n\n一、读 /home/hmo/web-dashboard/data/portfolio.json\n 找出每只持仓的现价、成本、浮盈、仓位、前次分析\n\n二、读 /home/hmo/web-dashboard/data/decisions.json\n 提取所有status=active的策略（目前16只）\n 对每只股票，逐一对号入座查看策略\n\n三、每日首次（9:45）读daily_reviews.json更新历史背景\n\n四、输出策略：精简报告，不是每次都写满。\n 🔴 硬规则：标题必须以【股票名+代码】开头！禁止只有价格的标题（如「现价464.00...」）！\n 正确：「🔵 百济神州(06160) 现价164.40 → 进入试仓区间」 | 错误（禁止）：「现价164.40...」\n 🔹 其他远离开的 → 合并\"其他XX只远离操作区间，持有观察\"一行\n 🔹 完全无操作窗口 → SILENT\n\n五、自选股（读 /home/hmo/web-dashboard/data/watchlist.json）：\n 已入决策库的 → 按trigger条件判断\n 未入决策库的 → 根据盘面走势和现价做独立分析\n 确实无可说的 → 统一写\"自选股无特别关注\"\n\n六、报告对决策库的引用必须具体（直接写价位），不笼统说\"按计划\"\n\n七、基于daily_reviews近3天判断做纵向分析\n\n【策略执行原则】\n1. 默认严格执行决策库现有策略，到价位就如实报告。\n 正确示例：百济163.80，在试仓区间164~166内；诺德11.52，在加仓区间11.5~11.8内\n 错误示例：自己说\"不建议加仓\"或擅自改区间\n\n2. 修改策略要慎重。只有确实认为原策略不再适用（有充分的新市场信息或基本面变化），才附上修改建议：\n 【策略修改建议】原决策→建议改为→理由\n 改完等用户确认。\n\n3. 没有确凿理由就严格执行，不提修改建议。\n\n【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"买入/卖出/持有/观望\",\"price\":0}]}\n\n【重要】以上示例仅为格式展示，实际策略以 /home/hmo/web-dashboard/data/decisions.json 中所有status=active的股票为准。每份报告必须先读decisions.json获取完整策略列表（目前16只），再逐只分析。\n\n八、每条报告标题必须含股票名和代码。例如：「🔵 百济神州(06160) 进入试仓区间」，不能只说「进入第一批试仓区间」让用户猜。\n\n【区间偏差联动】写报告前读 ~/.hermes/zone_breach.json。\n 对action=\"reassess\"的股票，在报告中标注\"⚠️ 区间偏离：建议重新评估\"\n\n【格式铁律】\n每只股票必写\"股票名(代码)\"前缀，如\"腾讯(00700) 现价466.4\"。禁止无股票名的分析段落。\n\n## Response\n\nBased on all data collected, here's my analysis:\n\n---\n\n🔵 **腾讯控股(00700) 现价460.60 → 距追踪止盈触发价459.8仅+0.17%**\n\n腾讯今日低开低走，前收466.4，现460.60(-1.24%)。追踪止盈从高点484回落5%设置于459.8，当前距触发仅0.80港元。06-03日评曾标记\"低于450可接回\"，若今日触发459.8减仓需关注。一旦跌破460，将进入追踪止盈执行窗口。\n\n🔵 **百济神州(06160) 现价170.10 → batch2已执行，持有观察**\n\nBatch2加仓100股@171.40今日09:37完成，400股均价172.65。现170.10(+2.97%较昨收反弹)，浮亏-1.48%。止损160安全（距+6.3%），target1 175(+2.9%)。今日反弹+2.97%走势企稳。\n\n🔵 **诺德股份(600110) 现价11.57 → 在11.5~11.8区间内**\n\n今日大跌-3.90%(前收12.04)，盘中最低11.36。Zone_breach标记区间11.5~11.8，现价11.57在区间内。09:46曾有买入信号，是否已加仓待确认。Portfolio原加仓区间10.5~11.0已偏离。\n\n🔴 **海博思创(688411) 现价283.88 → 距追踪止盈290较远**\n\n+24.76%浮盈、11.64%最大仓位。追踪止盈设于290(高点305.53回落5%)，现价283.88距-2.1%。今日仅-0.21%窄幅震荡，未触及止盈或止损。\n\n🔴 **宁德时代(300750) 现价415.72 → 浮盈大幅回撤**\n\n前收426.42，现415.72(-2.51%)，从portfolio记录432.06回落-3.78%。浮盈从+7.54%大幅缩水。仅100股，止盈500仍远。\n\n**其他13只远离操作区间，持有观察：**\n比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持有 | 紫金(601899)30.48(-2.53%)距减仓目标34~35远 | 辽宁成大(600739)10.50距反弹减仓目标11.5远 | 法拉电子(600563)164.30区间内 | 招行(600036)38.30区间内 | 万科(02202)2.72(+0.74%)补仓区2.5~2.6未到 | 黄金ETF(518880)9.286微涨 | 中科电气(300035)16.58深套持有 | 双一(300690)24.38距止损23.43+4.1%安全\n\n**自选股关注：**\n• 中国神华(01088) 46.44(-0.77%) → 距买入区45~46仅差0.44(0.95%)，即将触发\n• 博创科技(300548) 232.35(-5.12%) → 大幅回调进入230~235区间，但zone_breach标记⚠️reassess(原区230~235)\n• 小鹏汽车-W(09868) 66.75(-1.91%) → 在65~68买入区内，zone_breach状态maintain\n• 其他远离区间：建滔(01888)53.70⚠️reassess | 长飞(06869)262.40⚠️reassess | 摩尔线程(688795)665.50⚠️reassess | 沐曦(688802)748.04⚠️reassess | 德明利(001309)+4.99%暂观\n\n**纵向趋势（对比06-03日评）：**\n• 港股科技今日延续回调(腾讯-1.24%/阿里-1.42%/比亚迪-1.50%)，06-03日评已提及\"港股科技大幅回调属正常技术调整\"\n• 百济神州今日+2.97%反弹，与06-03的164~166试仓区间相比已脱离底部\n• 诺德今日-3.90%大跌，值得关注是否进入加仓窗口\n• A股今日整体偏弱(market.json: mood=bearish, up_ratio仅14.4%)，工业金属(-3.08%)拖累紫金\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"卖出(追踪止盈关注)\",\"price\":460.60},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.88},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入(区间内)\",\"price\":11.57},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.85},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":124.80},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.62},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.72},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有观望\",\"price\":415.72},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.48},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.50},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.48},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":164.30},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.30},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.286},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.58},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.38}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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"01478",
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"02202",
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"02388",
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"06160",
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"09988",
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"300035",
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"300690",
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"300750",
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"518880",
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"600036",
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"600110",
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"600563",
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"600739",
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"601899",
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"688411"
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],
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"structured": {
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"type": "盯盘",
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"time": "10:01",
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"holdings": [
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{
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"code": "06160",
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"name": "百济神州",
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"action": "持有",
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"price": 170.1
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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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"action": "卖出(追踪止盈关注)",
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"price": 460.6
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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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"action": "持有",
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"price": 283.88
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},
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "买入(区间内)",
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"price": 11.57
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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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"action": "持有",
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"price": 91.85
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},
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{
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"code": "09988",
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"name": "阿里巴巴-W",
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"action": "持有",
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"price": 124.8
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},
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{
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"code": "02388",
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"name": "中银香港",
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"action": "持有",
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"price": 47.62
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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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"action": "持有",
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"price": 2.72
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},
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{
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"code": "300750",
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"name": "宁德时代",
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"action": "持有观望",
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"price": 415.72
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},
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{
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"code": "601899",
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"name": "紫金矿业",
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"action": "持有",
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"price": 30.48
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},
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{
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"code": "600739",
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"name": "辽宁成大",
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"action": "持有",
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"price": 10.5
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},
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{
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"code": "01478",
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"name": "丘钛科技",
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"action": "持有",
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"price": 9.48
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},
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{
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"code": "600563",
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"name": "法拉电子",
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"action": "持有",
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"price": 164.3
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},
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{
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"code": "600036",
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"name": "招商银行",
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"action": "持有",
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"price": 38.3
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},
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{
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"code": "518880",
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"name": "黄金ETF华安",
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"action": "持有",
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"price": 9.286
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},
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{
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"code": "300035",
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"name": "中科电气",
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"action": "持有",
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"price": 16.58
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},
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{
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"code": "300690",
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"name": "双一科技",
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"action": "持有",
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"price": 24.38
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_10-02-32"
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} |