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
121 lines
10 KiB
JSON
121 lines
10 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": "2026-06-04T11:55:44.731104",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 11:02:06\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 11:02:06\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\nNow I have all the data. Let me compose the comprehensive report.\n\n📊 **快速盯盘报告 | 2026-06-04 11:00**\n\n今日盘面：港股连续第二日回调（腾讯-2.0%/阿里-1.8%/比亚迪-1.8%），A股除法拉电子外普遍走弱（宁德-3.7%/诺德-4.3%）。\n\n---\n\n**🔴 腾讯控股(00700) 现价457.0 → 追踪止盈触发**\n高点484回落5%至459.8，现价457.0已跌破触发线。按策略应已执行止盈。接回区450以下。\n*昨日收盘466.4，今日低见454.8*\n\n**🔵 百济神州(06160) 现价168.4 → 持有（两批次已完成）**\nbatch1@164.4 + batch2@171.4均已执行，均价摊至~172.7。止损160距+5.3%安全，目标175/185。第二批170~172已完成，无新增触发价位。\n\n**🔵 诺德股份(600110) 现价11.38 → 进入最佳入场区（低于11.5）**\n今日跌-4.3%至11.38，低于决策计划的最佳入场价11.5。首批已执行@11.50。按策略可在11.38加仓第二批100~200股，止损10.5。\n*昨日收盘11.89*\n\n**🔵 法拉电子(600563) 现价169.15 → 强反弹+7.1%**\n连跌后今日放量反弹，最高170.88。止盈195距+15.3%，止损150距-11.3%，空间充足。200股仓位3.14%，持有。\n\n**其他11只远离操作区间，持有观察：**\n• 比亚迪(01211) 91.55 距止损85+7.7%\n• 阿里(09988) 124.30 距止损115+8.1%\n• 中银(02388) 47.54 距止损44+8.0% | 距止盈52+9.4%\n• 海博思创(688411) 283.64 距止盈309+8.9% | 距止损275+3.1%\n• 紫金矿业(601899) 30.58 距止盈35+14.5%\n• 宁德时代(300750) 410.58 距止盈500+21.8%\n• 招商银行(600036) 38.31 距止损36+6.4% | 距止盈42+9.6%\n• 万科(02202) 2.67 在补仓区2.5~2.6上方(+2.7%)\n• 辽宁成大(600739) 10.39 距止盈11.5+10.7%\n• 中科电气(300035) 16.35 距止盈20+22.3%\n• 黄金ETF(518880) 9.302 距止盈10.5~11远\n\n**深套暂持：** 丘钛(01478) 9.40(-27.9%) | 紫金(601899) 30.58(-21.7%) | 黄金ETF(518880) 9.302(-23.1%)\n\n**自选股关注：**\n• 双一科技(300690) 24.34 — 观察区23~24上方，26~27压力区下方，暂持\n• 建滔集团(01888) ⚠️ 区间偏离建议重新评估（zone 50~53, 现价53.9距+4.7%）\n• 长飞光纤(06869) ⚠️ 区间偏离建议重新评估（zone 240~255, 现价258.4距+4.4%）\n• 摩尔线程(688795) ⚠️ 区间偏离建议重新评估（zone 620~650, 现价663.58距+4.5%）\n• 博创科技(300548) ⚠️ 区间偏离建议重新评估（zone 230~235, 现价224.27，昨收244.90需更新）\n• 小鹏汽车(09868) 66.7 — 在买入区65~68内，可关注\n• 中国神华(01088) 46.58 — 在买入区45~46上方(+3.2%)\n• 沐曦股份(688802) 736 — 在买入区700~740内\n\n**纵向分析：** 6/3港股科技回调，今日继续走弱。法拉电子逆势强反弹+7%，连续两日回调后放量上攻。百济神州今日涨+1.9%至168.4，从昨日的163~165区间回升，站稳batch1成本价以上。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈已触发)\",\"price\":457.00},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入(加仓)\",\"price\":11.38},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":169.15},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.55},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":124.30},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.54},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.64},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.58},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":410.58},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.31},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.67},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.39},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.35},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.302}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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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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"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": "11:00",
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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": 168.4
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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": "持有(追踪止盈已触发)",
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"price": 457.0
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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(加仓)",
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"price": 11.38
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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": 169.15
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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": 91.55
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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": 124.3
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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": 47.54
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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": 283.64
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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": 30.58
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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",
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"price": 410.58
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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": 38.31
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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": 2.67
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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": 10.39
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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": 16.35
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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": 9.302
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_11-02-07"
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} |