MoFin/data/reports/cron_d3797d924ddc_2026-06-03_10-33-37.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-03T10:58:51.720126",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 10:33:36\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",
  "content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 10:33:36\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】低频率推送，只在必要时说事\n\n一、时间检查：\n  9:30-15:00（A股）+港股至16:00\n  非交易时段 → SILENT\n\n二、数据源：\n  读 portfolio.json + decisions.json\n  读 curl实时行情\n\n三、输出策略（核心规则）：\n  🔹 只有\"接近操作区间\"的股票才单独详细写\n     判断标准：现价距决策库trigger条件±3%内 或 当日异动>±5%\n     格式：【代码 名称】现价 涨跌幅 浮盈% → 操作建议【时效标记】\n  🔹 不接近操作区间的所有持仓合并成1段：\n     \"xxx,xxx,xxx,xxx,xxx 保持持仓观察\"\n  🔹 自选股同理：只有价格进入买入区间的才提\n  🔹 如果没有任何股票接近操作区间 → 整份报告SILENT（不推送）\n\n四、决策库参考（具体价位以此为准，结合最新行情做最新研判）：\n  百济06160 → batch1:164~166试仓, batch2:170~172加仓, 止损160\n  腾讯00700 → 追踪止盈(高点回落5%), 450以下可接\n  诺德600110 → entry_zone:11.5~11.8加仓100~200股\n  双一300690 → watch_low:23~24关注企稳, watch_high:26~27减半\n\n五、报告需基于前序报告的历史信息做纵向研判，不是孤立分析\n\n六、历史背景参考：\n  读 /home/hmo/web-dashboard/data/daily_reviews.json\n  了解前几日盘后复盘的关键判断和修正记录。\n  再读 decisions.json。综合历史+现状做最新研判。\n\n\n📂 行业知识参考：\n  读 /home/hmo/web-dashboard/data/stock_profiles.json\n  了解各股票的所属行业、主营业务。\n  分析时考虑行业联动（同行业股票的趋势是否一致？）\n  用于回答用户\"基本面怎样\"\"行业怎么看\"等问题\n\n\n六、结构化数据输出（每份报告末尾用以下标签附上结构化数据）：\n  报告正文结束后，另起一行输出：\n  <structured_data>\n  {\n    \"type\": \"盯盘\",\n    \"time\": \"HH:MM\",\n    \"holdings\": [\n      {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n    ]\n  }\n  </structured_data>\n  \n  action字段规范：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n  触发机会的股票加 trigger 字段（例：{\"code\":\"06160\",\"action\":\"关注\",\"trigger\":\"164~166\",\"price\":168.3}）\n  无操作窗口的报告也输出空数组：{\"type\":\"盯盘\",\"time\":\"HH:MM\",\"holdings\":[]}\n\n【结构化数据输出规则】\n每份报告正文结束后，用以下格式附上结构化数据：\n<structured_data>\n{\n  \"type\": \"盯盘|盘中报|盘后复盘\",\n  \"time\": \"HH:MM\",\n  \"holdings\": [\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"观望\", \"price\": 11.84}\n  ]\n}\n</structured_data>\n\naction字段：买入/卖出/持有/观望/止损/止盈/关注（只选一个）\n有trigger条件的加 trigger 字段（如\"164~166\"）\n无操作窗口也输出空数组：{\"type\":\"...\",\"time\":\"...\",\"holdings\":[]}\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## Response\n\n🕐 10:32\n\n**【操作提醒】百济神州(06160) 进入试仓区间**\n现价164.30 跌-2.67% 成本177.41 浮亏-7.39%\n→ 决策库分批入场策略：现价164.30已进入**batch1试仓区间164~166**。按策略，此位置对应试仓买入100股。目前已有200股持仓，若加仓则平均成本可摊薄。\n→ 止损160（距-2.6%），目标175~185\n⚠️ 价格距止损仅4.3点，空间较窄，控制仓位风险\n\n**其他持仓保持观察**\n诺德+4.90%(12.42)、海博思创-3.21%(289.58)、腾讯-3.07%(466.80)、阿里-2.75%(127.30)、法拉电子-2.81%(161.22) 等无异常波动，均未触及操作条件\n\n**自选关注**\n• 兖矿能源(600188) 23.30 跌-2.35% → 已进入买入区间23~24，可考虑轻仓建仓\n\n<structured_data>\n{\n  \"type\": \"盯盘\",\n  \"time\": \"10:32\",\n  \"holdings\": [\n    {\"code\": \"06160\", \"name\": \"百济神州\", \"action\": \"关注\", \"price\": 164.30, \"trigger\": \"164~166试仓\"},\n    {\"code\": \"600110\", \"name\": \"诺德股份\", \"action\": \"持有\", \"price\": 12.42},\n    {\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"持有\", \"price\": 289.58},\n    {\"code\": \"00700\", \"name\": \"腾讯控股\", \"action\": \"持有\", \"price\": 466.80},\n    {\"code\": \"09988\", \"name\": \"阿里巴巴-W\", \"action\": \"持有\", \"price\": 127.30},\n    {\"code\": \"01211\", \"name\": \"比亚迪股份\", \"action\": \"持有\", \"price\": 95.15},\n    {\"code\": \"02388\", \"name\": \"中银香港\", \"action\": \"持有\", \"price\": 48.32},\n    {\"code\": \"600563\", \"name\": \"法拉电子\", \"action\": \"持有\", \"price\": 161.22},\n    {\"code\": \"300750\", \"name\": \"宁德时代\", \"action\": \"持有\", \"price\": 427.25},\n    {\"code\": \"600036\", \"name\": \"招商银行\", \"action\": \"持有\", \"price\": 38.56},\n    {\"code\": \"601899\", \"name\": \"紫金矿业\", \"action\": \"持有\", \"price\": 31.50},\n    {\"code\": \"300690\", \"name\": \"双一科技\", \"action\": \"持有\", \"price\": 24.87},\n    {\"code\": \"01478\", \"name\": \"丘钛科技\", \"action\": \"持有\", \"price\": 10.25},\n    {\"code\": \"600739\", \"name\": \"辽宁成大\", \"action\": \"持有\", \"price\": 10.64},\n    {\"code\": \"02202\", \"name\": \"万科企业\", \"action\": \"持有\", \"price\": 2.69},\n    {\"code\": \"518880\", \"name\": \"黄金ETF华安\", \"action\": \"持有\", \"price\": 9.301},\n    {\"code\": \"300035\", \"name\": \"中科电气\", \"action\": \"持有\", \"price\": 16.53}\n  ]\n}\n</structured_data>\n",
  "stocks_mentioned": [
    "600110"
  ],
  "structured": {
    "type": "盯盘",
    "time": "HH:MM",
    "holdings": [
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "观望",
        "price": 11.84
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-03_10-33-37"
}