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
50 lines
1.7 KiB
JSON
50 lines
1.7 KiB
JSON
{
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"scan_date": "2026-06-06",
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"scan_type": "weekly_proactive",
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"market_context": "本周科创50-4.01%/创业板-3.20%/恒科-1.75%大跌，半导体净流出283亿、电力-4.22%、贵金属-1.9%；银行+1.13%净流入25.76亿、光学光电子+1.20%净流入30.68亿逆势走强",
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"watchlist_opportunities": [
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{
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"code": "01088",
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"name": "中国神华",
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"price": 46.10,
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"buy_zone": "45~46",
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"trigger": "已接近买入区下沿(现46.10)，跌至45可建仓3%",
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"logic": "煤电高股息防御(股息率约7%)，市场恐慌时资金避险首选",
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"priority": "高"
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},
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{
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"code": "09868",
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"name": "小鹏汽车-W",
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"price": 65.00,
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"buy_zone": "65~68",
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"trigger": "已跌至买入区下沿(现65.00)，止损64破即止损",
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"logic": "已建仓400股，下沿可考虑加仓但需谨慎(整体新能源弱势)",
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"priority": "中"
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}
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],
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"new_targets": [
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{
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"code": "600900",
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"name": "长江电力",
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"sector": "电力/水电",
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"logic": "电力板块周五暴跌-4.22%(主力净流出158.93亿)，水电龙头超跌反弹机会；防御属性强、股息率3.5%+",
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"watch_zone": "需查具体价位"
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}
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],
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"downgrades": [
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{
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"code": "300548",
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"name": "长芯博创",
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"current": 219.00,
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"old_buy_zone": "238~245(daily_review 6/3建议)",
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"issue": "周五-4.78%暴跌至219，远低于原买入区，结合半导体板块系统性流出，需重新评估而非贸然抄底"
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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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"current": 260.01,
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"issue": "连续3日下跌-5.42%/-3.37%/-4.91%，已破止损265(daily_review 6/4建议)；浮盈大幅收窄需触发减仓"
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}
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]
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}
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