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
112 lines
12 KiB
JSON
112 lines
12 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": "2026-06-12T08:55:35.665176",
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"summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-11 09:32:24\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:** 2026-06-11 09:32:24\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（仅A股，港股用portfolio.json的实时价——price_monitor每30秒刷新）\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【策略生命周期规则（必须遵守）】\n1. 每只股票（持仓+自选）都必须有策略：止损/止盈/买入区\n2. 策略按A股>港股排序，A股优先\n3. 清仓股票 → 自动转为自选股策略，status=watchlist，保留买入区/止损/止盈\n4. 区间偏离标记(zone_breach) → 自动重新评估策略参数，更新后清除标记\n5. 只推送watchlist.json和portfolio.json中实际存在的股票\n7. 港股数据延迟约15分钟，需标注\n8. 涨跌计算：现价 vs 昨收（不是 vs 成本价）\n9. 高价股标注门槛：A股>300元/股或港股>100 HKD/股\n10. 门槛过高无法操作的股票（如长飞光纤06869 500股≈12万HKD）不推送操作建议\n\n【防幻觉规则】\n- 只分析portfolio.json和watchlist.json中实际存在的股票\n- 不编造任何股票信息\n\n【策略自动调整规则】\n- zone_breach标记reassess时，自动调整策略（止损=现价×0.85，止盈=现价×1.15，买入区=现价×0.92~现价×1.08）\n- 不再输出\"已自动调整\"，直接说\"已自动调整\"\n- 调整原因在报告中说明\n\n【A股优先规则】\n- 操作建议中A股排在港股前面\n- 深套股（浮亏>20%）不列入操作建议，除非有明确补仓信号\n\n【策略规则】\n1. A股优先于港股：持仓操作和自选关注均按A股→港股排列\n2. 所有策略自动调整，不需要人工干预\n3. 清仓股票转为自选股，保留策略（止损/止盈/买入区）\n4. 每只股票必须有策略，无策略则自动创建\n5. 策略偏离>5%时自动调整止损/止盈/买入区，并说明调整原因\n\n\n【强制规则】只报告portfolio.json和watchlist.json中存在的股票。如果模型不确定某只股票是否在数据中，直接跳过不写。严禁凭空编造股票名称或代码。\n\n## Response\n\nNow I have all the data. Let me compile the analysis.\n\n**Data summary gathered:**\n\n**A股集合竞价 (09:25 determined):**\n| 股票 | 昨收→竞价 | 涨跌幅 |\n|------|-----------|-------|\n| 紫金矿业(601899) | 27.70→27.20 | -1.81% |\n| 辽宁成大(600739) | 10.00→9.96 | -0.40% |\n| 诺德股份(600110) | 12.20→12.23 | +0.25% |\n| 宁德时代(300750) | 388.50→386.01 | -0.64% |\n| 中芯A(688981) | 125.34→124.49 | -0.68% |\n| 法拉电子(600563) | 155.00→152.10 | -1.87% |\n| 招商银行(600036) | 38.90→38.93 | +0.08% |\n| 中科电气(300035) | 16.97→16.92 | -0.29% |\n| 博创科技(300548) | 229.17→232.70 | +1.54% |\n| 双一科技(300690) | 23.55→23.44 | -0.47% |\n| 药明康德(603259) | 97.04→96.31 | -0.75% |\n| 比亚迪A(002594) | 90.31→89.74 | -0.63% |\n| 德明利(001309) | 627.95→627.94 | -0.00% |\n\n**港股集合竞价 (09:15 延迟):**\n| 股票 | 昨收→竞价 | 涨跌幅 |\n|------|-----------|-------|\n| 腾讯(00700) | 465.60→480.40 | **+3.18%⚠️** |\n| 比亚迪H(01211) | 86.19→84.15 | -2.37% |\n| 中银香港(02388) | 46.28→44.90 | -2.98% |\n| 小鹏(09868) | 59.55→58.05 | -2.52% |\n| 其他HK股 | 平开/微跌 | <±1% |\n\n**纵向对比（近3日关键价位变化）：**\n- 腾讯: 453.2(6/9) → 465.6(6/10) → 480.4(今竞价)，连续反弹，逼近买入区上沿\n- 法拉电子: 166.57(6/9) → 155.00(6/10) → 152.10(今竞价)，连续回调，回到买入区\n- 药明康德: 97.04(6/10昨收) → 96.31(今竞价)，仍在买入区上沿附近\n\n📊 集合竞价 | 09:29\n【异常】\n• **腾讯控股(00700)** HK$480.40 (+3.18%) — 突破+3%阈值！买入区436.81~482.79，现价距上沿仅-0.5%⚠️ 持100股底仓，浮盈+8.2%。若竞价转开盘站稳，距止盈528.77尚有+10.1%空间。连续3日反弹(453→465→480)，动能趋强\n\n【特别关注】\n• **药明康德(603259)** ¥96.31 (-0.75%) — 买入区93.50~97.00内，距上沿-0.7%，200股底仓浮盈+1.1%。止损90/止盈105，持有观察\n• **法拉电子(600563)** ¥152.10 (-1.87%) — 从6/9高点166.57连续回调，已回踩至买入区150.87~166.75内中段，止损139.75/止盈187.40\n• **比亚迪A(002594)** ¥89.74 (-0.63%) — 买入区86.15~95.21内，自选未持仓，止损79.8/止盈107.0\n\n【纵向分析】\n• **腾讯(00700)** 6/9收盘453.2→6/10收盘465.6→今竞价480.4，3日累计+6.0%，底仓浮盈扩大，关注日内能否站稳480以上\n• **法拉电子(600563)** 6/9收盘166.57→6/10收盘155.00→今竞价152.10，回调-8.7%后回到买入区中段，150附近可关注回补机会\n• **博创科技(300548)** 6/9收盘238.83→6/10收盘229.17→今竞价232.70，窄幅震荡，仍在买入区221.2~244.49内\n\n【深套股无操作】\n紫金(-29.27%)/丘钛(-37.22%)/万科(-45.04%)/中科电气(-22.17%)/黄金ETF(-25.97%)/辽宁成大(-18.12%)竞价波动均<±2%，无操作建议\n\n<structured_data>\n{\"type\":\"集合竞价\",\"time\":\"09:29\",\"holdings\":[\n{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注\",\"price\":480.40,\"reason\":\"高开+3.18%突破阈值，距买入区上沿仅-0.5%\"},\n{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":96.31,\"reason\":\"买入区内运行，距上沿-0.7%\"},\n{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"关注\",\"price\":152.10,\"reason\":\"连续回调至买入区中段\"},\n{\"code\":\"002594\",\"name\":\"比亚迪A\",\"action\":\"关注\",\"price\":89.74,\"reason\":\"自选未持仓，买入区内\"},\n{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.23,\"reason\":\"平稳开盘+0.25%，买入区11.22~12.4内\"},\n{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":232.70,\"reason\":\"买入区221.2~244.49内运行\"},\n{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"忽略\",\"price\":9.96,\"reason\":\"深套-18.12%，竞价平淡\"},\n{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"忽略\",\"price\":27.20,\"reason\":\"深套-29.27%，竞价平淡\"},\n{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"忽略\",\"price\":2.60,\"reason\":\"深套-45.04%，竞价平开\"},\n{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"忽略\",\"price\":8.05,\"reason\":\"深套-37.22%，竞价平开\"},\n{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"忽略\",\"price\":16.92,\"reason\":\"深套-22.17%，竞价平淡\"},\n{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"忽略\",\"price\":null,\"reason\":\"深套-25.97%\"}\n]}\n</structured_data>\n",
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"stocks_mentioned": [
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"002594",
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"00700",
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"01478",
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"02202",
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"300035",
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"300548",
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"518880",
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"600110",
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"600563",
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"600739",
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"601899",
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"603259"
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],
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"structured": {
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"type": "集合竞价",
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"time": "09:29",
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"holdings": [
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{
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"code": "00700",
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"name": "腾讯控股",
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"action": "关注",
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"price": 480.4,
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"reason": "高开+3.18%突破阈值，距买入区上沿仅-0.5%"
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},
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{
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"code": "603259",
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"name": "药明康德",
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"action": "持有",
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"price": 96.31,
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"reason": "买入区内运行，距上沿-0.7%"
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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": "关注",
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"price": 152.1,
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"reason": "连续回调至买入区中段"
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},
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{
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"code": "002594",
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"name": "比亚迪A",
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"action": "关注",
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"price": 89.74,
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"reason": "自选未持仓，买入区内"
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},
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "持有",
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"price": 12.23,
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"reason": "平稳开盘+0.25%，买入区11.22~12.4内"
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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": "持有",
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"price": 232.7,
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"reason": "买入区221.2~244.49内运行"
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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": "忽略",
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"price": 9.96,
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"reason": "深套-18.12%，竞价平淡"
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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": "忽略",
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"price": 27.2,
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"reason": "深套-29.27%，竞价平淡"
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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": "忽略",
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"price": 2.6,
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"reason": "深套-45.04%，竞价平开"
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},
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{
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"code": "01478",
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"name": "丘钛科技",
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"action": "忽略",
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"price": 8.05,
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"reason": "深套-37.22%，竞价平开"
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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": "忽略",
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"price": 16.92,
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"reason": "深套-22.17%，竞价平淡"
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},
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{
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"code": "518880",
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"name": "黄金ETF华安",
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"action": "忽略",
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"price": null,
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"reason": "深套-25.97%"
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}
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]
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},
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"_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24"
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} |