知微
7b4826777a
1. stale_detector新增自选股买入区偏离自动重评: - 每轮扫描watchlist_stocks, price偏离买入区中心>15%自动触发per_stock_reassess - 之前只标记[STRATEGY_STALE]不输出,改为标记+触发重评两步完成 - 策略完毕直接输出结果,不再等下次cron通知 2. 000850华茂股份全面重评: - 核心价值:纺织是壳,金融股权投资才是核心(国泰海通/广发/徽商银行) - PB=0.78破净, 7月3日分红3675万占年净利17.85% - 7/16临时股东会催化剂 - 结论:3.70~3.90区间可建仓1~2%,止损3.50,止盈4.30 - 修复:之前说'观望不建仓'是错的,低估了破净安全垫 3. watchlist_stocks DB加000850记录
63 lines
2.4 KiB
JSON
63 lines
2.4 KiB
JSON
{
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"timestamp": "2026-07-06 16:10",
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"source": "xiaoguo_fallback",
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"stocks": [
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{
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"code": "300308",
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"name": "中际旭创",
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"sentiment": "positive",
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"confidence": 0.70,
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"reason": "公司今日在互动易澄清两大市场传闻：康宁玻璃桥技术非光模块替代方案、上游炫光片封锁传言不实。主动辟谣有助于缓解FUD，稳定股价",
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"priority": "距止损2.49%"
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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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"sentiment": "neutral",
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"confidence": 0.50,
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"reason": "今日无公司重大新闻，仅有主力资金流向统计提及。消息面平淡，股价-1.82%正常波动",
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"priority": "距止损3.70%"
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},
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{
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"code": "01088",
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"name": "中国神华",
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"sentiment": "positive",
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"confidence": 0.65,
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"reason": "7月2日公告定州三期、沧东三期5号机组正式投运，产能扩张利好。南向资金持续大比例持有。今日+1.65%，走势稳健",
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"priority": "距止损4.69%"
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},
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{
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"code": "688981",
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"name": "中芯国际",
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"sentiment": "neutral",
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"confidence": 0.55,
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"reason": "今日无公司层面新消息（最新公开新闻为6月底）。但当日涨幅+5.2%创阶段新高，半导体板块情绪偏暖。机构持仓稳定",
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"priority": "距止损4.72%"
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},
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{
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"code": "000700",
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"name": "模塑科技",
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"sentiment": "negative",
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"confidence": 0.60,
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"reason": "7月2日公司公告明确机器人外覆盖件订单占比不足0.1%，主动降温机器人炒作预期。前期涨幅过大，当前买入区需警惕回调风险",
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"priority": "买入区15.5~18.08"
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},
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{
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"code": "01888",
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"name": "建滔积层板",
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"sentiment": "negative",
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"confidence": 0.85,
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"reason": "今日港股PCB概念大幅波动，建滔积层板从早盘+5.39%急转暴跌至-12.37%，日振幅超17%。南向资金此前持续加仓，但今日出现恐慌性抛售",
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"priority": "买入区67.27~78.48"
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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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"sentiment": "neutral",
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"confidence": 0.50,
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"reason": "今日无公司重大新闻。通信行业整体偏弱（行业-7.36%），F5G概念下跌1.86%，板块环境不佳但公司层面无利空",
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"priority": "买入区205.41~239.64"
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}
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]
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}
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