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": "2026-06-04T09:55:40.298314",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 09:16:44\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 09:16:44\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\n基于现有数据提供预判报告。今日是09:15盘前时段（港股/A股09:30开市），价格数据来自6/3收盘。\n\n---\n\n📋 **盘前简报 | 2026-06-04 09:15**\n\n**🔵 百济神州(06160) 现价165.20 | 持有第一批，等待第二批**\nbatch1已执行@164.40（均价173.07），止损160安全距+3.3%。第二批目标170~172，距当前+2.9~4.1%，盘中关注。\n✅ 区间偏差：batch2触发区间170~172，当前165.20低于区间，维持。\n\n**🟡 海博思创(688411) 现价284.49(6/3) | 接近止损区，需关注**\n6/3盘中回调至284.49（距止损275仅+3.5%），若今日继续走弱跌破280需加强关注。止盈309距+8.6%。\n\n**🔵 诺德股份(600110) 现价12.04(6/3) | 高于加仓区间，持有观察**\n决策库加仓区间11.5~11.8（11.5以下最佳），当前12.04高于区间上沿+2.0%，未触发。止损10.5安全。\n\n**🔵 腾讯控股(00700) 现价466.4 | 追踪止盈安全，持有**\n高点479.40回落5%=455.43，6/3跌-3.16%后仍高于追踪线+2.4%。止损420安全距+11%。接回区450以下未到。\n\n**🔵 比亚迪(01211) 93.25 | 持有**\n止损85距+9.7%，止盈100距+7.2%，区间内安全。\n\n**🔵 阿里(09988) 126.6 → 持有 | 中银(02388) 47.76 → 持有 | 招行(600036) 38.73 → 持有**\n均远离止损线+8~10%，无操作窗口。\n\n**🔵 万科(02202) 2.7 → 持有 | 法拉电子(600563) 167.58 → 持有 | 紫金(601899) 31.54 → 持有**\n万科补仓区2.5~2.6未到（-3.7%）。法拉止盈195距+16%。紫金止盈35距+11%。均远离操作区间。\n\n**🟢 其他8只远离操作区间，持有观察：**\n宁德(300750)432.06止盈500距+15.7%、辽宁成大(600739)10.74止盈11.5~12未到、黄金ETF(518880)9.374止盈10.5~11远、中科电气(300035)16.53止盈20远、双一科技(300690)24.86区间内、丘钛(01478)9.69深套持有、华恒生物(688639)已清仓。\n\n---\n\n**📌 自选股分析**\n\n**🔵 小鹏汽车(09868) 68.05 | 刚触及买入区上沿**\n买入区65~68，当前68.05在上沿+0.07%，基本触及但未明确突破。建议盘中观察是否回踩至68以下再考虑。\n\n**⚠️ 以下5只自选股均持续高于买入区，标记为区间偏离：**\n- 建滔集团(01888) 54.25 | 买入区50~53，高出+2.4% ⚠️建议重新评估区间\n- 摩尔线程(688795) 667.85 | 买入区620~650，高出+2.7% ⚠️建议重新评估区间\n- 沐曦股份(688802) 756.40 | 买入区700~740，高出+2.2% ⚠️建议重新评估区间\n- 长飞光纤(06869) 257.60 | 买入区240~255，高出+1.0% ⚠️建议重新评估区间\n- 博创科技(300548) 244.90(6/3) | 买入区230~235已过时，建议上调238~245待确认\n\n**其余自选股（中国神华46.8买入区45~46略高、药明康德125.9/中国人寿27.9/信义光能2.59/中国平安57.8/汇川技术74.95/TCL电子14.25/中芯国际134.87/德明利615.98）无特别关注。**\n\n---\n\n**📊 纵向分析（6/3→6/4）**\n- 6/3港股科技集体回调(腾讯-3.16%/阿里-3.28%/比亚迪-3.62%)属正常技术调整，A股温和走强\n- 6/3百济神州batch1成功执行，现价稳定在165附近，止损安全\n- 6/3海博思创-4.91%至284.49是今日最大风险点，距止损275仅+3.5%\n- 诺德+1.69%继续走强偏离加仓区间，短期难回11.5~11.8\n\n**今日关注：** 港股科技能否止跌企稳；海博思创是否继续下探止损线275；百济神州能否向170方向修复。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"关注止损\",\"price\":284.49},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.04},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":466.4},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.25},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":126.6},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.54},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.74},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.76},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.7},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":167.58},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.73},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.374},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.69}]}\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": "09:15",
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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": 165.2
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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": "关注止损",
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"price": 284.49
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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": "持有",
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"price": 12.04
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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",
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"price": 466.4
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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": 93.25
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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": 126.6
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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": 31.54
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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": 10.74
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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": 432.06
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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": 47.76
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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": 2.7
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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": 167.58
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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": 38.73
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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": 9.374
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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": 16.53
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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": 24.86
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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": 9.69
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_09-16-45"
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} |