MoFin/data/reports/cron_d3797d924ddc_2026-06-04_10-47-36.json

{
  "title": "Cron Job: 快速盯盘-15分钟",
  "type": "盯盘",
  "created_at": "2026-06-04T10:55:34.841980",
  "summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 10:47:36\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:** 2026-06-04 10:47:36\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】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\nNow I have live prices. Let me compile the full analysis.\n\n**Active decisions analysis:**\n\n**百济神州(06160)** — batch2已执行(09:37@171.4)，现价168.6低于入场价但止损160安全\n**腾讯(00700)** — 追踪止盈从高点484回落5%=459.8，现价456.6已跌破，需关注\n**诺德股份(600110)** — batch1已执行(09:45@11.5)，现价11.47略低于入场\n\nLet me compose the report.\n\n📊 **快速盯盘 | 10:45 | 2026-06-04 (周四)**\n\n**大盘背景：** A股涨跌互现，港股科技延续回调(腾讯-2.10%/阿里-2.21%/比亚迪-1.77%)，百济逆势+2.06%表现突出。\n\n---\n\n**🔴 腾讯(00700) 现价456.6 — 追踪止盈触发】\n- 高点484回落5%=459.8，当前456.6已跌破该水平\n- 底仓100股成本445.45，浮盈+2.5%\n- 按策略：追踪止盈已触发；450以下可接回。当前456.6高于450，暂持观察\n- 止损420安全(+8.7%)\n\n**🔵 百济神州(06160) 现价168.6 — batch2已执行，持有观察**\n- batch2已于今早09:37执行100股@171.4，总持仓400股均价172.65\n- 现价168.6低于batch2入场价(-1.6%)，浮亏约-2.35%\n- 止损160安全距+5.4%，继续持有\n\n**🔵 诺德股份(600110) 现价11.47 — batch1已执行，进入加仓区间**\n- batch1于09:45执行100股@11.50，总持仓3200股\n- 现价11.47在\"11.5以下最佳\"的优先区间，距止损10.5+9.2%\n- 策略允许11.5~11.8可接受，现价低于11.5为更优入场点\n\n**🔵 法拉电子(600563) 现价168.49 — 今日+4.65%走强**\n- 连涨后回调昨日低至161，今日大幅反弹+4.65%\n- 止损150/止盈195，区间内正常持有\n\n**🔵 海博思创(688411) 现价285.19 — +0.25%企稳**\n- 昨-4.91%回调至284.49后今日企稳\n- 止盈309距+8.4%，止损275距+3.6%，区间内持有\n\n---\n\n**其他11只远离操作区间，持有观察：**\n比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈35+14.8% | 辽宁成大(600739)10.39距止盈11.5+10.7% | 宁德(300750)412.1距止盈500+21.3% | 万科(02202)2.69距补仓2.5~2.6+3.5% | 招商银行(600036)38.37距止损36+6.6% | 黄金ETF(518880)9.288距止盈10.5+13.0% | 中科电气(300035)16.41距止盈20+21.9% | 双一科技(300690)24.28在观察区间内\n\n---\n\n**自选股分析：**\n- **建滔集团(01888) 53.35** ⚠️ 区间偏离：建议重新评估(现价53.35在区间50~53上沿)\n- **小鹏汽车(09868) 66.85** — 买入区65~68，现价66.85在区间内，关注\n- **中国神华(01088) 46.74** — 买入区45~46，现价46.96距区间上沿+2.1%，偏高等待\n- **博创科技(300548) 229.31(-6.37%)** ⚠️ 区间偏离建议重新评估(原区间230~235现跌破)\n- **长飞光纤(06869) 262.0** ⚠️ 区间偏离建议重新评估(区间240~255现价262)\n- **摩尔线程(688795) 665.02** ⚠️ 区间偏离建议重新评估(区间620~650)\n- **沐曦股份(688802) 742.43** ⚠️ 区间偏离建议重新评估(区间700~740)\n- 药明康德(02359)/中国人寿(02628)/信义光能(00968)/中国平安(02318)/汇川技术(300124)/TCL电子(01070)/中芯国际(688981)/德明利(001309) — 无特别关注\n\n---\n\n**纵向对比(6/2→6/3→今日)：**\n- 港股科技连续第二日回调(昨-3~4%，今续跌-1~2%)，百济逆势成为亮点\n- A股分化：法拉电子回调后强反弹+4.65%，宁德时代跌-3.36%\n- 诺德股份今日完成第一批加仓，如继续下探至11.0附近可考虑第二批\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":456.6},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有(batch2已执行)\",\"price\":168.6},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有(batch1已执行)\",\"price\":11.47},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":168.49},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":285.19},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.6},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":123.8},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.58},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.5},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.39},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":412.1},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.69},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.37},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.288},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.41},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.28},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":9.37}]}\n</structured_data>\n",
  "stocks_mentioned": [
    "00700",
    "01211",
    "01478",
    "02202",
    "02388",
    "06160",
    "09988",
    "300035",
    "300690",
    "300750",
    "518880",
    "600036",
    "600110",
    "600563",
    "600739",
    "601899",
    "688411"
  ],
  "structured": {
    "type": "盯盘",
    "time": "10:45",
    "holdings": [
      {
        "code": "00700",
        "name": "腾讯控股",
        "action": "持有(追踪止盈触发)",
        "price": 456.6
      },
      {
        "code": "06160",
        "name": "百济神州",
        "action": "持有(batch2已执行)",
        "price": 168.6
      },
      {
        "code": "600110",
        "name": "诺德股份",
        "action": "持有(batch1已执行)",
        "price": 11.47
      },
      {
        "code": "600563",
        "name": "法拉电子",
        "action": "持有",
        "price": 168.49
      },
      {
        "code": "688411",
        "name": "海博思创",
        "action": "持有",
        "price": 285.19
      },
      {
        "code": "01211",
        "name": "比亚迪股份",
        "action": "持有",
        "price": 91.6
      },
      {
        "code": "09988",
        "name": "阿里巴巴-W",
        "action": "持有",
        "price": 123.8
      },
      {
        "code": "02388",
        "name": "中银香港",
        "action": "持有",
        "price": 47.58
      },
      {
        "code": "601899",
        "name": "紫金矿业",
        "action": "持有",
        "price": 30.5
      },
      {
        "code": "600739",
        "name": "辽宁成大",
        "action": "持有",
        "price": 10.39
      },
      {
        "code": "300750",
        "name": "宁德时代",
        "action": "持有",
        "price": 412.1
      },
      {
        "code": "02202",
        "name": "万科企业",
        "action": "持有",
        "price": 2.69
      },
      {
        "code": "600036",
        "name": "招商银行",
        "action": "持有",
        "price": 38.37
      },
      {
        "code": "518880",
        "name": "黄金ETF华安",
        "action": "持有",
        "price": 9.288
      },
      {
        "code": "300035",
        "name": "中科电气",
        "action": "持有",
        "price": 16.41
      },
      {
        "code": "300690",
        "name": "双一科技",
        "action": "持有",
        "price": 24.28
      },
      {
        "code": "01478",
        "name": "丘钛科技",
        "action": "持有",
        "price": 9.37
      }
    ]
  },
  "_id": "cron_d3797d924ddc_2026-06-04_10-47-36"
}