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
8.6 KiB
JSON
121 lines
8.6 KiB
JSON
{
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"title": "Cron Job: 集合竞价观察",
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"type": "未知",
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"created_at": "2026-06-09T08:55:23.491465",
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"summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-08 09:32:57\n**Schedule:** 28 9 * * 1-5\n[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered",
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"content": "# Cron Job: 集合竞价观察\n\n**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-08 09:32:57\n**Schedule:** 28 9 * * 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【集合竞价观察】09:25-09:30\n\n一、数据采集：\n 读 /home/hmo/web-dashboard/data/portfolio.json（最新持仓）\n 读 /home/hmo/web-dashboard/data/decisions.json（决策库trigger条件）\n 读 /home/hmo/web-dashboard/data/daily_reviews.json（近期历史判断）\n 读 /home/hmo/web-dashboard/data/stock_profiles.json（行业知识）\n curl实时集合竞价价\n\n二、输出策略：\n 持仓股竞价涨跌幅>±3% → 单独写\n 决策库中有trigger条件的股票竞价接近区间 → 特别关注并说明价位\n 其他正常不提\n 无异常信号 → SILENT\n\n三、格式：\n 📊 集合竞价 | HH:MM\n 【异常】\n • 诺德600110 竞价11.70 (-1.3%) → 接近决策库11.5~11.8区间↑\n • 华恒688639 已清仓 → 跳过\n\n\n\n【报告格式硬规则】每条报告标题必须以【股票名+代码】开头，禁止只有价格没有股票名。\n四、基于daily_reviews近2天判断做纵向分析\n\n【结构化数据输出】\n报告末尾用<structured_data>标签附上：\n{\"type\":\"集合竞价\",\"time\":\"HH:MM\",\"holdings\":[{\"code\":\"...\",\"name\":\"...\",\"action\":\"关注/持有/忽略\",\"price\":0}]}\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【标题规则】每条报告标题必须含股票名和代码，例如「百济神州(06160) XXX」不能只说「进入区间」让用户猜。\n\n## Response\n\nData complete. Let me compile the full auction observation report with all findings.\n\n📊 **集合竞价 | 09:25-09:30**\n\n**【A股开盘异常跌幅>±3%】**\n• **诺德股份(600110)** 开10.71 (-5.14%) → 昨收11.29，大幅低开。决策库加仓区间11.5~11.8已执行，现价10.71远低于区间下沿，持仓3100股成本11.443浮亏扩大至-6.4%\n• **紫金矿业(601899)** 开28.27 (-4.59%) → 昨收29.63，深套股（成本40.27），暂无决策trigger\n• **法拉电子(600563)** 开161.49 (-4.65%) → 昨收169.36，成本157.80仍勉强盈利+2.3%\n• **博创科技(300548)** 开210.78 (-3.75%) → 昨收219.00，成本231.46浮亏-8.9%。6/3曾建议上调买入区至238~245，现价远低于该区间\n\n**【港股集合竞价异常】**\n• **百济神州(06160)** 集合竞价**159.300 (-2.27%) → 跌破止损160！** 按决策库规则：止损160应全部止损清仓200股。均价172.65，若执行止损亏损约(172.65-159.3)×200=-2670\n• **阿里巴巴(09988)** 集合竞价118.200 (-3.43%) → 持仓700股成本126.33，浮亏扩大至-6.4%\n• **小鹏集团-W(09868)** 集合竞价62.800 (-3.38%) → 持仓400股成本66.65，浮亏-5.8%。决策库买入区65~68已跌破\n\n**【决策库trigger检查】**\n• **百济神州(06160)** 止损160已跌破 → 决策库规则：全部止损清仓200股\n• **诺德股份(600110)** 加仓区间11.5~11.8已失效（跌至10.71），现价在决策库range外，需重新评估\n• **小鹏(09868)** 买入区65~68，现62.80已跌破，不在买入范围内\n\n**【纵向分析（近2天daily_reviews对比）】**\n• 百济神州: 6/4 batch2加仓100@171.4均价172.65→止损160距+6.2%→现159.3已破止损，从买入执行到止损触发仅2个交易日\n• 诺德股份: 6/4加仓执行@11.5~11.8→今日开10.71(-5.14%)，加仓后快速破位，跌幅超预期\n• 整体市场情绪：A股开盘普遍低开（4只持仓跌幅>3%），港股同步走弱，系统性风险信号\n\n**【策略执行原则】严格执行决策库现有策略——百济止损160已触发，等待用户确认是否执行清仓**\n\n<structured_data>\n{\"type\":\"集合竞价\",\"time\":\"09:30\",\"holdings\":[\n{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":10.71},\n{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":28.27},\n{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.15},\n{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"止损触发\",\"price\":159.3},\n{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":161.49},\n{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.57},\n{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":400.0},\n{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":448.0},\n{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"关注\",\"price\":118.2},\n{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.0},\n{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.62},\n{\"code\":\"09868\",\"name\":\"小鹏集团-W\",\"action\":\"关注\",\"price\":62.8},\n{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"关注\",\"price\":210.78},\n{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.36},\n{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.27}\n]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"02202",
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"02388",
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"06160",
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"09868",
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"09988",
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"300035",
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"300548",
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"300690",
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"300750",
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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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],
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"structured": {
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"type": "集合竞价",
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"time": "09:30",
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"holdings": [
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "关注",
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"price": 10.71
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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": 28.27
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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": 10.15
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},
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{
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"code": "06160",
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"name": "百济神州",
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"action": "止损触发",
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"price": 159.3
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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": 161.49
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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": 38.57
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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": 400.0
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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": 448.0
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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": "关注",
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"price": 118.2
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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": 47.0
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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": 2.62
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},
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{
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"code": "09868",
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"name": "小鹏集团-W",
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"action": "关注",
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"price": 62.8
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},
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{
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"code": "300548",
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"name": "博创科技",
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"action": "关注",
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"price": 210.78
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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": 16.36
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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": 24.27
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}
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]
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},
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"_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57"
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} |