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
220 lines
11 KiB
JSON
220 lines
11 KiB
JSON
{
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"code": "300548",
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"history": [
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{
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"time": "2026-06-10T09:04:06.260222",
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"content": "• 博创科技(300548) ¥238.83 | 买入区¥230~235 | 建议仓位2%",
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"report_id": "cron_30908cdc44a8_2026-06-09_16-09-34"
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},
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{
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"time": "2026-06-08T08:55:37.158162",
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"content": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"trigger\":\"\"},{\"",
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"report_id": "cron_99c06255590a_2026-06-08_08-33-29"
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},
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{
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"time": "2026-06-09T08:55:23.478145",
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"content": "3. **博创科技(300548)**：买入区230~235 → 建议下调至210~225（连续偏离-7.4%）",
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"report_id": "cron_99c06255590a_2026-06-09_08-38-14"
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},
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{
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"time": "2026-06-09T08:55:23.478145",
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"content": "- **博创科技(300548)**：6/3建议上调至238~245，6/8已跌至213.00，方向逆转。6/8改为建议下调至210~225。",
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"report_id": "cron_99c06255590a_2026-06-09_08-38-14"
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},
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{
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"time": "2026-06-09T08:55:23.478145",
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"content": "{\"type\":\"盘前\",\"time\":\"08:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"trigger\":\"",
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"report_id": "cron_99c06255590a_2026-06-09_08-38-14"
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},
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{
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"time": "2026-06-15T08:55:17.001525",
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"content": "• **博创科技(300548) ¥224.03** — 买入区220.59~227.04，现价在区间内",
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"report_id": "cron_99c06255590a_2026-06-15_08-41-00"
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},
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{
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"time": "2026-06-16T08:55:43.793441",
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"content": "**博创科技(300548)** 226.00 +2.56% — 光通信热点，仓位仅2.67%，持有",
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"report_id": "cron_99c06255590a_2026-06-16_08-38-28"
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},
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{
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"time": "2026-06-19T08:55:36.890930",
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"content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
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"report_id": "cron_99c06255590a_2026-06-19_08-32-54"
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},
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{
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"time": "2026-06-02T13:56:05.495125",
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"content": "🔺**博创科技(300548)** | 236.72 +7.92% | 买入区230~235已确认站上，等回调建仓2%",
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"report_id": "cron_bb35a0b1b5e3_2026-06-02_13-47-34"
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},
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{
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"time": "2026-06-02T14:55:53.459929",
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"content": "**300548 博创科技 | 235.26 +7.26%** — 🟢买入区间230~235【本周有效】站稳230确认可追，回调建仓2%",
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"report_id": "cron_bb35a0b1b5e3_2026-06-02_14-43-14"
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},
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{
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"time": "2026-06-01T15:56:03.416800",
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"content": "👀观望 长芯博创(300548) | 现价219.34 | -11.99% | 光通信/半导体双杀，买入区200-210未触及",
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"report_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
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},
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{
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"time": "2026-06-02T12:55:54.837962",
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"content": "• 博创科技(300548) 224.27 | 买入区间230~235，仓位2%",
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"report_id": "cron_d3797d924ddc_2026-06-02_12-31-51"
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},
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{
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"time": "2026-06-02T13:56:05.498180",
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"content": "• **博创科技(300548) | 224.27→**买入区230~235，现价低于买入区(-2.5%)。前日暴跌-10.45%进入观察区，暂不抄底等企稳",
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"report_id": "cron_d3797d924ddc_2026-06-02_13-32-19"
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},
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{
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"time": "2026-06-02T15:55:45.682762",
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"content": "📌 **博创科技(300548)** — ¥224.27略低于买入区间230~235，A股已收盘，明日关注",
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"report_id": "cron_d3797d924ddc_2026-06-02_15-32-34"
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},
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{
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"time": "2026-06-02T16:56:09.364781",
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"content": "• **长芯博创(300548) 234.60** +6.96% | 买入区230-235，刚触及→可轻仓建仓1-2%，止损215",
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"report_id": "cron_d3797d924ddc_2026-06-02_16-33-11"
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},
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{
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"time": "2026-06-03T15:55:46.071571",
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"content": "**自选股：** 小鹏汽车(09868)昨日收盘68.15，买入区70~72，仍低于区间下沿；博创科技(300548)昨日收盘224.27，买入区230~235，仍低于区间；其余均远离或暂观。无新增进",
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"report_id": "cron_d3797d924ddc_2026-06-03_15-31-35"
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},
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{
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"time": "2026-06-04T09:55:40.297811",
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"content": "⚠️ **博创科技(300548) — 区间偏离：建议重新评估**",
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"report_id": "cron_d3797d924ddc_2026-06-04_09-31-27"
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},
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{
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"time": "2026-06-09T08:55:23.486649",
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"content": "**⚠️ 博创科技(300548) 现价219.0 → 区间偏离，建议重新评估**",
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"report_id": "cron_d3797d924ddc_2026-06-08_15-41-36"
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},
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{
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"time": "2026-06-09T08:55:23.486649",
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"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{",
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"report_id": "cron_d3797d924ddc_2026-06-08_15-41-36"
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},
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{
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"time": "2026-06-09T08:55:23.485735",
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"content": "⚪ **博创科技(300548) 现价213.00** — 跌-2.74%，原买入区230~235远高于现价。⚠️ 区间偏离建议重新评估。",
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"report_id": "cron_d3797d924ddc_2026-06-08_16-19-34"
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},
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{
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"time": "2026-06-09T08:55:23.485735",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{",
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"report_id": "cron_d3797d924ddc_2026-06-08_16-19-34"
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},
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{
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"time": "2026-06-10T09:04:06.273196",
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"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},",
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"report_id": "cron_d3797d924ddc_2026-06-09_15-50-03"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "🔵 **博创科技(300548) 238.83 (+12.13%)** — 大涨突破！策略买入区221.2~244.49，现价238.83在区间内偏上沿。止损197.92/止盈267.78。浮盈+2.",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-10T09:04:06.272513",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}",
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"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
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},
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{
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"time": "2026-06-11T08:55:23.385966",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "**A股：** 招商银行(600036) 38.90(+1.07%)→买入区内持有 | 辽宁成大(600739) 10.00(0.00%)→买入区内持有 | 博创科技(300548) 229.17(-",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-11T08:55:23.371021",
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"content": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
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"report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
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},
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{
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"time": "2026-06-13T08:55:44.603634",
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"content": "**博创科技(300548)** 224.03(-0.43%) — 盘中从+3.8%暴跌至-0.43%(振幅超4%)收长上影，距弱撑220.89仅+1.4%。今日冲高回落疑似试盘失败，破则看209止损",
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"report_id": "cron_d42f2ce3b479_2026-06-12_20-09-22"
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},
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{
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"time": "2026-06-03T19:55:47.511174",
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"content": "💡 **建议调整：博创科技(300548) 建议238~248（理由：今日收盘244.90，大涨4.39%，日间波动238~253。原230~235已完全低于现价。两日从219→245大涨+12%，建",
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"report_id": "cron_d763b2aab864_2026-06-03_19-13-27"
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},
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{
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"time": "2026-06-03T19:55:47.510786",
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"content": "**基本信息：** 300548 博创科技 | action=reassess | 原买入区 230~235",
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"report_id": "cron_d763b2aab864_2026-06-03_19-44-21"
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},
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{
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"time": "2026-06-03T20:55:34.195440",
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"content": "**检查完毕。** 博创科技(300548) 处于临界偏离（+5.3%），建议238~248，等待用户确认。因A股非交易时段（20:46），只分析不推送。无新通知需要发送。",
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"report_id": "cron_d763b2aab864_2026-06-03_20-47-46"
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},
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{
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"time": "2026-06-08T08:55:37.165829",
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"content": "| **博创科技(300548)** | 244.90 | 调整买入区238~245 | 自选，已逆转至区间上沿 |",
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"report_id": "cron_e02b8bde74f8_2026-06-07_22-01-37"
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},
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{
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"time": "2026-06-15T08:55:17.014788",
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"content": "{\"type\":\"周复盘\",\"time\":\"周日\",\"summary\":\"A股先跌后弹分化格局，全市场普跌后暴力反弹\",\"key_holdings\":[{\"code\":\"600110\",\"name\":",
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"report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
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},
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{
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"time": "2026-06-09T08:55:23.491465",
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"content": "• **博创科技(300548)** 开210.78 (-3.75%) → 昨收219.00，成本231.46浮亏-8.9%。6/3曾建议上调买入区至238~245，现价远低于该区间",
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"report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57"
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},
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{
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"time": "2026-06-10T09:04:06.280672",
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"content": "• **博创科技(300548)** 竞价215.79 (+1.31%) → 在建议买入区210~225（6/8建议下调待确认）内，自选股可关注开盘后是否站稳",
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"report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41"
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},
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{
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"time": "2026-06-10T09:04:06.280672",
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"content": "| 博创科技(300548) | 213.00 | 215.79 | +1.31% 接近建议买入区 |",
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"report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41"
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},
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{
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"time": "2026-06-10T09:04:06.280672",
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"content": "{\"type\":\"集合竞价\",\"time\":\"09:25\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":11.00",
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"report_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41"
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},
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{
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"time": "2026-06-11T08:55:23.441938",
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"content": "• 博创科技(300548) 竞价234.20(-1.94%)，策略买入区221.2~244.49内，位置适中",
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"report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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},
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{
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"time": "2026-06-11T08:55:23.441938",
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"content": "• 博创科技(300548)：6/9+12.13%暴力反弹后，竞价-1.94%小幅回调至234.20，仍在买入区221.2~244.49内",
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"report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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},
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{
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"time": "2026-06-11T08:55:23.441938",
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"content": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":234.20,\"change_pct\":-1.94,\"note\":\"买入区221.2~244.",
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"report_id": "cron_e3bf7b13af8d_2026-06-10_09-31-30"
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},
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{
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"time": "2026-06-12T08:55:35.665176",
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"content": "• **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",
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"report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24"
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},
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{
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"time": "2026-06-12T08:55:35.665176",
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"content": "{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":232.70,\"reason\":\"买入区221.2~244.49内运行\"},",
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"report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24"
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},
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{
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"time": "2026-06-14T08:55:34.460610",
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"content": "• **博创科技(300548)** — 持仓100股，-2.24%，持有观察",
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"report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
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}
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]
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} |