知微
7c0e85af28
新增 STRATEGY_QUALITY_GATES 检查清单（9条红线）： CRITICAL: 止损/止盈存在+>0, 买入区下沿<上沿 HIGH: 止损≤买入区, 买入推荐含RR≥1.5, 港股标currency=HKD MEDIUM: signal短词, tech_snapshot含技术位 enforce_strategy_quality() 插在写入链的两处： 1. reassess_with_context() return前 → 单只重评必过 2. regenerate_all() for d in decisions: 写DB前 → 批量重评必过 不过的：status=review_needed, signal降级→信号不充分 不会写进DB/JSON，除非修复了CRITICAL问题
160 lines
7.6 KiB
JSON
160 lines
7.6 KiB
JSON
{
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"code": "688981",
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"history": [
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{
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"time": "2026-06-10T09:04:06.260222",
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"content": "→ A股688981已有持仓，港股同步持有，成本¥76.08。",
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"report_id": "cron_30908cdc44a8_2026-06-09_16-09-34"
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},
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{
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"time": "2026-06-11T08:55:22.591626",
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"content": "• 中芯国际(688981) 125.34(+4.41%) → 持有，在买入区118~126内(接近上沿)。止损112/目标140。300股浮盈+0.68%。",
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"report_id": "cron_99c06255590a_2026-06-11_08-45-23"
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},
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{
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"time": "2026-06-11T08:55:22.591626",
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"content": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1",
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"report_id": "cron_99c06255590a_2026-06-11_08-45-23"
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},
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{
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"time": "2026-06-15T08:55:17.001525",
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"content": "• **中芯国际A(688981) ¥124.88** — 买入区121.21~127.27，现价在区间中部",
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"report_id": "cron_99c06255590a_2026-06-15_08-41-00"
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},
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{
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"time": "2026-06-17T08:55:49.338608",
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"content": "中芯A(688981) ¥124.88 +1.71% | 买入区121~127，半导体板块6/16+2.19%支撑",
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"report_id": "cron_99c06255590a_2026-06-17_08-35-59"
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},
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{
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"time": "2026-06-18T08:55:23.378870",
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"content": "- **中芯国际A(688981)** ¥125.58 | 半导体板块+3.97%净流入269亿是当前最强主线，继续持有，加仓等回调至122~124",
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"report_id": "cron_99c06255590a_2026-06-18_08-38-18"
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},
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{
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"time": "2026-06-25T08:55:46.556482",
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"content": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。",
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"report_id": "cron_99c06255590a_2026-06-25_08-33-37"
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},
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{
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"time": "2026-06-29T08:55:56.317989",
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"content": "- **中芯国际A(688981)** 浮盈+18%仓位4.64%，距离止损132.76安全",
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"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
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},
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{
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"time": "2026-07-02T08:55:30.266659",
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"content": "- **中芯国际A(688981)** 156.31 / 止损149.85 — 浮盈+24%，费城半导-6%或拖累今日回调，守住153持有",
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"report_id": "cron_99c06255590a_2026-07-02_08-32-48"
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},
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{
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"time": "2026-06-01T11:55:35.956320",
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"content": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐，关注134支撑**",
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"report_id": "cron_d3797d924ddc_2026-06-01_11-31-32"
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},
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{
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"time": "2026-06-01T15:56:03.416800",
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"content": "👀观望 中芯国际(688981) | 现价132.44 | -5.34% | 成交136.5亿天量，买入区125-130未触及",
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"report_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
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},
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{
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"time": "2026-06-02T16:56:09.364781",
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"content": "• **中芯国际(688981) 132.48** +0.03% | 买入区125-130，高于区间→观望",
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"report_id": "cron_d3797d924ddc_2026-06-02_16-33-11"
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},
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{
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"time": "2026-06-10T09:04:06.273196",
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"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},",
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"report_id": "cron_d3797d924ddc_2026-06-09_15-50-03"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "🔵 **中芯国际(688981) 127.30 (+4.41%)** — 策略买入区116~136，现价127.30在区间内。止损111/止盈149。浮盈+0.68%。",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-11T08:55:23.397094",
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"content": "{\"code\":\"688981\",\"name\":\"中芯国际-A\",\"action\":\"持有\",\"price\":125.34},",
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"report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "A股：诺德股份(600110) +3.30%持有 | 招商银行(600036) +1.07%持有 | 辽宁成大(600739) 0.00%持有 | 中芯国际(688981) -1.54%持有 | 宁德",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "**中芯国际(688981) 125.34(-1.54%) → 在买入区内，持有**",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.369272",
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"content": "**A股：** 中芯国际(688981) 125.34(-1.54%)→持有 | 招商银行(600036) 38.90(+1.07%)→持有 | 博创科技(300548) 229.17(-4.04%)",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
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},
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{
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"time": "2026-06-11T08:55:23.369272",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
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},
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{
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"time": "2026-06-12T08:55:35.405159",
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"content": "中芯国际-A(688981) ¥127.40(+2.74%) | 4.45%→持有",
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"report_id": "cron_d3797d924ddc_2026-06-11_15-42-35"
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},
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{
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"time": "2026-06-16T08:55:43.812327",
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"content": "**自选距买入区±3%内**：中芯国际A(688981) 现价130.52(买入区124.88~128.80，距上沿+1.3%)；宁德时代(300750) 现价398.1(买入区391.71~399.",
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"report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33"
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},
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{
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"time": "2026-06-20T08:55:13.499309",
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"content": "**中芯国际A(688981) 140.70(+4.45%)** | 仓位4.13%→持有",
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"report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49"
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},
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{
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"time": "2026-06-27T08:55:10.246988",
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"content": "③中芯国际A(688981) 距止损6.3%！昨日+4.45%全跌回，趋势转弱",
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"report_id": "cron_d42f2ce3b479_2026-06-26_20-06-06"
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},
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{
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"time": "2026-06-30T08:55:46.708460",
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"content": "**A股概览：** 上周五系统大跌(-2.26%/-3.44%)后弱反弹，科创50领涨+4.61%带动半导体板块。中芯国际A(688981) +19.8%浮盈距目标+4.1%、中芯H(00981) +",
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"report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
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},
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{
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"time": "2026-06-30T08:55:46.708460",
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"content": "- 中芯国际688981 151.0 | 买入区143.67~150.85 **(现价刚穿上沿)**",
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"report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
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},
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{
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"time": "2026-06-11T08:55:23.441938",
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"content": "• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内",
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"report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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},
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{
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"time": "2026-06-11T08:55:23.441938",
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"content": "{\"code\":\"688981\",\"name\":\"中芯国际\",\"action\":\"持有\",\"price\":125.00,\"change_pct\":-1.81,\"note\":\"买入区116~136内\"}",
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"report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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},
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{
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"time": "2026-06-14T08:55:34.460610",
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"content": "• **中芯国际(688981)** — 持仓300股，+1.71%，持有观察",
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"report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
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}
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]
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} |