1728 lines
51 KiB
JSON
1728 lines
51 KiB
JSON
{
|
|
"last_updated": "2026-07-09 12:09",
|
|
"total_candidates": 38,
|
|
"sectors_analyzed_today": [
|
|
"半导体",
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|
"金属新材料",
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"医疗服务",
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"元件",
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"消费电子",
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"自动化设备"
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|
],
|
|
"candidates": [
|
|
{
|
|
"code": "600111",
|
|
"name": "北方稀土",
|
|
"sector": "小金属",
|
|
"xiaoguo_score": 7,
|
|
"reason": "稀土配额管控趋严，价格企稳反弹，资金持续流入，周线级别底背离后放量上攻，趋势健康且具安全边际。",
|
|
"entry_range": "49.00-52.00",
|
|
"stop_loss": "47.00",
|
|
"target": "58.00",
|
|
"added_at": "2026-06-19 18:17",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 3,
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"score_history": [
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{
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"date": "2026-06-19 18:17",
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"score": 8
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},
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{
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|
"date": "2026-06-20 04:00",
|
|
"score": 8
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|
},
|
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{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 7
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|
}
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|
],
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"xiaoguo_strategy": {},
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"zhiwei_star": 4.0,
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"zhiwei_reviewed": true,
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"zhiwei_reviewed_at": "2026-06-20 04:00",
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
|
|
"drop_reason": "超7天未更新",
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|
"trend_warning": false,
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|
"trend_note": "今日小金属板块涨2.28%但资金净流出7.96亿，板块热度降温，暂持保留"
|
|
},
|
|
{
|
|
"code": "002271",
|
|
"name": "东方雨虹",
|
|
"sector": "非金属材料Ⅱ",
|
|
"xiaoguo_score": 4,
|
|
"reason": "建材龙头估值修复，政策托底地产预期升温。但价格已大幅低于原入场区间，均线空头排列，需等待企稳信号。",
|
|
"entry_range": "12.00-12.50",
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|
"stop_loss": "11.30",
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|
"target": "15.50",
|
|
"added_at": "2026-06-19 18:17",
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|
"last_updated": "2026-06-20 18:00",
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"num_observations": 3,
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"score_history": [
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{
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"date": "2026-06-19 18:17",
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"score": 7
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|
},
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{
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|
"date": "2026-06-20 04:00",
|
|
"score": 4
|
|
},
|
|
{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 4
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|
}
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],
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"xiaoguo_strategy": {},
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"zhiwei_star": null,
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"zhiwei_reviewed": true,
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"zhiwei_reviewed_at": "2026-06-20 04:00",
|
|
"promoted": false,
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"promoted_at": null,
|
|
"dropped": true,
|
|
"drop_reason": "超7天未更新",
|
|
"trend_warning": true,
|
|
"trend_note": "连续3次评分下降（7→4→4），价格12.13附近，非金属材料板块大涨但该股未跟涨，板块内分化明显"
|
|
},
|
|
{
|
|
"code": "002475",
|
|
"name": "立讯精密",
|
|
"sector": "元件",
|
|
"xiaoguo_score": 8,
|
|
"reason": "消费电子复苏+AI硬件布局，业绩确定性高，回调至20日均线获支撑，资金承接有力，安全边际较好。",
|
|
"entry_range": "66.00-70.00",
|
|
"stop_loss": "63.00",
|
|
"target": "80.00",
|
|
"added_at": "2026-06-19 18:17",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 3,
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"score_history": [
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{
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"date": "2026-06-19 18:17",
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"score": 7
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|
},
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{
|
|
"date": "2026-06-20 04:00",
|
|
"score": 8
|
|
},
|
|
{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 8
|
|
}
|
|
],
|
|
"xiaoguo_strategy": {},
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"zhiwei_star": 4.5,
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"zhiwei_reviewed": true,
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|
"zhiwei_reviewed_at": "2026-06-20 04:00",
|
|
"promoted": true,
|
|
"promoted_at": "2026-06-20 18:00",
|
|
"dropped": true,
|
|
"drop_reason": "超7天未更新",
|
|
"trend_warning": false,
|
|
"trend_note": ""
|
|
},
|
|
{
|
|
"code": "600585",
|
|
"name": "海螺水泥",
|
|
"sector": "非金属材料Ⅱ",
|
|
"xiaoguo_score": 5,
|
|
"reason": "估值处于历史低位，博弈稳增长政策发力。非金属材料板块+4.99%领涨但该股跟涨力度不足，需等待右侧放量确认。",
|
|
"entry_range": "17.50-18.50",
|
|
"stop_loss": "16.50",
|
|
"target": "21.00",
|
|
"added_at": "2026-06-19 18:17",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 3,
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"score_history": [
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{
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"date": "2026-06-19 18:17",
|
|
"score": 6
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|
},
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{
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|
"date": "2026-06-20 04:00",
|
|
"score": 4
|
|
},
|
|
{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 5
|
|
}
|
|
],
|
|
"xiaoguo_strategy": {},
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|
"zhiwei_star": null,
|
|
"zhiwei_reviewed": true,
|
|
"zhiwei_reviewed_at": "2026-06-20 04:00",
|
|
"promoted": false,
|
|
"promoted_at": null,
|
|
"dropped": true,
|
|
"drop_reason": "超7天未更新",
|
|
"trend_warning": false,
|
|
"trend_note": "非金属材料板块大涨4.99%但该股仅小幅跟涨，板块龙头金戈新材+21.67%涨停，海螺属跟风品种"
|
|
},
|
|
{
|
|
"code": "688981",
|
|
"name": "中芯国际",
|
|
"sector": "半导体",
|
|
"xiaoguo_score": 8,
|
|
"reason": "半导体板块单日净流入120.97亿领涨市场，个股放量上攻+4.45%，南向资金连续6日净买入，趋势完美且催化剂明确。",
|
|
"entry_range": "135.00-142.00",
|
|
"stop_loss": "128.00",
|
|
"target": "165.00",
|
|
"added_at": "2026-06-20 04:00",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 2,
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|
"score_history": [
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{
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"date": "2026-06-20 04:00",
|
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"score": 8
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|
},
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{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 8
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|
}
|
|
],
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|
"xiaoguo_strategy": {},
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|
"zhiwei_star": 5.0,
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|
"zhiwei_reviewed": true,
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|
"zhiwei_reviewed_at": "2026-06-20 04:00",
|
|
"promoted": true,
|
|
"promoted_at": "2026-06-20 18:00",
|
|
"dropped": true,
|
|
"drop_reason": "超7天未更新",
|
|
"trend_warning": false,
|
|
"trend_note": ""
|
|
},
|
|
{
|
|
"code": "002371",
|
|
"name": "北方华创",
|
|
"sector": "半导体",
|
|
"xiaoguo_score": 8,
|
|
"reason": "半导体设备龙头，板块资金大幅流入120.97亿，个股趋势健康+2.39%，721元附近整理充分后启动，具备安全边际。",
|
|
"entry_range": "700.00-725.00",
|
|
"stop_loss": "680.00",
|
|
"target": "800.00",
|
|
"added_at": "2026-06-20 04:00",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 2,
|
|
"score_history": [
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|
{
|
|
"date": "2026-06-20 04:00",
|
|
"score": 8
|
|
},
|
|
{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 8
|
|
}
|
|
],
|
|
"xiaoguo_strategy": {},
|
|
"zhiwei_star": 4.5,
|
|
"zhiwei_reviewed": true,
|
|
"zhiwei_reviewed_at": "2026-06-20 04:00",
|
|
"promoted": true,
|
|
"promoted_at": "2026-06-20 18:00",
|
|
"dropped": true,
|
|
"drop_reason": "超7天未更新",
|
|
"trend_warning": false,
|
|
"trend_note": ""
|
|
},
|
|
{
|
|
"code": "603259",
|
|
"name": "药明康德",
|
|
"sector": "医疗服务",
|
|
"xiaoguo_score": 8,
|
|
"reason": "完成25亿港元H股回购用于员工激励，彰显管理层信心。医疗服务板块净流入11.67亿，个股+4.60%放量上攻。",
|
|
"entry_range": "98.00-105.00",
|
|
"stop_loss": "93.00",
|
|
"target": "118.00",
|
|
"added_at": "2026-06-20 04:00",
|
|
"last_updated": "2026-06-20 18:00",
|
|
"num_observations": 2,
|
|
"score_history": [
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{
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"date": "2026-06-20 04:00",
|
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"score": 7
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|
},
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{
|
|
"date": "2026-06-20 18:00",
|
|
"score": 8
|
|
}
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|
],
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|
"xiaoguo_strategy": {},
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"zhiwei_star": 4.0,
|
|
"zhiwei_reviewed": true,
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"zhiwei_reviewed_at": "2026-06-20 04:00",
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"promoted": true,
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"promoted_at": "2026-06-20 18:00",
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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|
},
|
|
{
|
|
"code": "300124",
|
|
"name": "汇川技术",
|
|
"sector": "自动化设备",
|
|
"xiaoguo_score": 7,
|
|
"reason": "工控自动化龙头，受益于AI+智能制造主线。自动化设备板块净流入15.27亿，个股+2.05%温和放量，走势稳健。",
|
|
"entry_range": "69.50-72.00",
|
|
"stop_loss": "66.50",
|
|
"target": "82.00",
|
|
"added_at": "2026-06-20 18:00",
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"last_updated": "2026-06-20 18:00",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-20 18:00",
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"score": 7
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|
}
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],
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"xiaoguo_strategy": {},
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
|
|
"code": "688017",
|
|
"name": "绿的谐波",
|
|
"sector": "自动化设备",
|
|
"xiaoguo_score": 7,
|
|
"reason": "谐波减速器龙头，机器人核心零部件稀缺标的。个股+6.92%放量大涨，自动化设备+机器人双概念叠加，弹性十足。",
|
|
"entry_range": "395.00-415.00",
|
|
"stop_loss": "375.00",
|
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"target": "460.00",
|
|
"added_at": "2026-06-20 18:00",
|
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"last_updated": "2026-06-20 18:00",
|
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-20 18:00",
|
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"score": 7
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|
}
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],
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"xiaoguo_strategy": {},
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
|
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},
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{
|
|
"code": "300759",
|
|
"name": "康龙化成",
|
|
"sector": "医疗服务",
|
|
"xiaoguo_score": 7,
|
|
"reason": "CXO龙头之一，跟随药明康德+4.60%放量上攻。医疗服务板块净流入11.67亿，生物医药资金回补趋势明确。",
|
|
"entry_range": "21.50-23.00",
|
|
"stop_loss": "20.50",
|
|
"target": "27.00",
|
|
"added_at": "2026-06-20 18:00",
|
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"last_updated": "2026-06-20 18:00",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-20 18:00",
|
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"score": 7
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}
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],
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"xiaoguo_strategy": {},
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
|
|
"code": "688981",
|
|
"name": "中芯国际",
|
|
"sector": "半导体",
|
|
"xiaoguo_score": 8,
|
|
"xiaoguo_reason": "晶圆代工龙头，产能利用率回升，先进制程突破预期强，机构持仓集中，趋势走稳。",
|
|
"xiaoguo_strategy": {
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"entry_range": "58.00-60.50",
|
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"stop_loss": "55.00",
|
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"target": "68.00"
|
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},
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"verified_price": 159.52,
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"verified_change": 5.64,
|
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
|
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 8
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
|
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},
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{
|
|
"code": "002371",
|
|
"name": "北方华创",
|
|
"sector": "半导体",
|
|
"xiaoguo_score": 9,
|
|
"xiaoguo_reason": "半导体设备核心标的，订单饱满，国产替代加速，业绩高增确定性高，资金持续加仓。",
|
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"xiaoguo_strategy": {
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"entry_range": "285.00-295.00",
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"stop_loss": "270.00",
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"target": "330.00"
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},
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"verified_price": 882.01,
|
|
"verified_change": 2.54,
|
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 9
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "603501",
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"name": "韦尔股份",
|
|
"sector": "半导体",
|
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"xiaoguo_score": 7.5,
|
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"xiaoguo_reason": "CIS龙头，消费电子复苏+汽车电子放量，估值处于历史中低位，弹性较大。",
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"xiaoguo_strategy": {
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"entry_range": "88.00-92.00",
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"stop_loss": "83.00",
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"target": "105.00"
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},
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"verified_price": 92.38,
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"verified_change": 4.62,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 7.5
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"promoted": false,
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"promoted_at": null,
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"dropped": true,
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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{
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