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
128 lines
12 KiB
JSON
128 lines
12 KiB
JSON
{
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"title": "Cron Job: 快速盯盘-15分钟",
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"type": "盯盘",
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"created_at": "2026-06-04T15:55:48.451977",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 15:47:52\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",
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"content": "# Cron Job: 快速盯盘-15分钟\n\n**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-04 15:47:52\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【数据源优先级规则】\n- portfolio.json = 唯一可信的当前持仓数据（股数、成本、均价、现价）\n- decisions.json = 仅用于策略参考（区间、止损、目标），不可用于股数/成本\n- 禁止：用decisions.json的shares字段替代portfolio.json的实际持仓\n- 必须：先读portfolio.json确认当前实际股数和成本，再对照decisions.json看策略是否触发\n\n【自选股标注规则（严格遵循）】\n自选股每只必须带🟢🟡⚪表情符：\n\n🟢 可操作 — 价格在买入区内或距触发<3%，给仓位百分比+止损+策略\n 格式：🟢 小鹏汽车(09868) 66.4 — 已入区间65~68，首仓2~3%，止损64\n🟡 关注 — 距触发3~5%，说明距买入区多远、何时变可操作\n 格式：🟡 中国神华(01088) 46.78 — 距买入区45~46仅+3.9%，回落至45.5可关注\n⚪ 观察 — 距触发>5%或无可操作信号，一笔带过不说建议\n 格式：⚪ 建滔(01888) 54.25 — 高于买入区，无操作\n\n仓位只用百分比不要股数。禁止说\"可关注/到达买入区\"等空话。排序按推荐价值从高到低。\n\n## Response\n\nNow I have all the data. Let me compile the 15:45 check report — near market close.\n\n📊 快速盯盘 | 2026-06-04 15:45\n\n市场概况：A股整体偏弱(仅12.2%板块上涨, mood:bearish)，银行-1.31%/保险-1.42%/证券-1.75%普跌，仅电子化学品+5.63%/半导体+1.36%逆势。港股尾盘跟随。\n\n---\n\n🔴 海博思创(688411) 现价275.22 → ⚠️ 逼近止损275！仅+0.08%\n浮盈+24.76%重仓11.64%，决策库止损275已几乎触及。今日盘中最低接近275。距止盈309还有+12.3%。盘末若收盘<275则触发止损。\n建议：尾盘密切关注，触发即减仓200股(降仓位至~6%)。\n\n🔵 诺德股份(600110) 现价11.54 → 在加仓区间11.5~11.8内\n仅100股仓位0.11%，决策库加仓区间11.5~11.8(11.5以下更佳)。现价11.54进入区间，可加仓200~300股(仓位0.11%→0.3~0.4%)。止损10.5。\nZone_breach状态：maintain，无偏差。\n\n🟢 百济神州(06160) 现价167.7 → 止损160安全(+4.8%)\nbatch1(164.4)+batch2(171.4)已执行完毕，持仓400股均价172.65浮亏-5.01%。止损160距现价+4.8%安全。今日盘中在168附近震荡，洗盘判断维持。目标175/185。\n\n🟡 腾讯控股(00700) 现价459.0 → 追踪止盈已触发\n决策库追踪止盈从高点回落5%约459.8，现价459.0已略低于触发线。底仓100股浮盈+6.05%。若继续回落至450以下可按策略接回100股。\n\n其他11只远离操作区间，持有观察：\n• 比亚迪(01211) 91.75 止损85+7.9% | 阿里(09988) 124.0 止损115+7.8% | 中银(02388) 47.52 止损44+8.0% | 紫金(601899) 30.37 止盈35-13.2% | 法拉电子(600563) 171.45 区间内 | 招商银行(600036) 38.11 止损36+5.9% | 万科(02202) 2.64 高于买入区2.5~2.6 | 辽宁成大(600739) 10.33 距止盈11.5-10.2% | 宁德时代(300750) 432.06 距止盈500-13.6% | 中科电气(300035) 16.53 距止盈20-17.4% | 双一科技(300690) 24.86 观察区间23~27内\n\n---\n\n【自选关注】\n\n🟢 小鹏汽车(09868) 66.45 — 已入买入区65~68，已持有300股成本66.6。按计划3%仓位(约450股)可补150股，止损64，目标75\n🟡 长飞光纤(06869) 251.0 — 距买入区240~255仅+2.0%，接近区间上沿，回调至245可关注\n🟡 沐曦股份(688802) 724.3 — 距买入区700~740区间内，+3.3%偏离，观望回调至720以下\n⚪ 建滔集团(01888) 55.0 — ⚠️ 区间偏离(reassess)：买入区50~53，现价55.0超+4.3%建议重新评估\n⚪ 摩尔线程(688795) 655.99 — ⚠️ 区间偏离(reassess)：买入区620~650，现价+3.3%超，建议重新评估\n⚪ 博创科技(300548) 224.27 — ⚠️ 区间偏离(reassess)：数据可能过时(6/2)，6/3已涨至244.90\n⚪ 中国神华(01088) 46.42 — 距买入区45~46仅+2.0%，已在区间上沿附近，回落至45.5可关注\n⚪ 其他自选(比亚迪A/药明/平安/神华/人寿/信义/TCL/中芯/德明利/汇川) — 远离买入区，无操作\n\n---\n\n【纵向判断】今日A股普跌(仅12%板块上涨)，银行/证券/保险全线走低，港股预计跟跌。电子化学品和半导体逆势走强。海博思创(688411)A股逼近止损是关键风险点。诺德(600110)加仓窗口存在但小仓位。百济神州(06160)洗盘格局未变，止损安全。今日整体偏向持股观望，尾盘关注海博思创止损触发与否。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":275.22},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.54},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":167.7},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":459.0},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":91.75},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":124.0},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.52},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":30.37},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":171.45},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.11},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.64},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.33},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":432.06},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.53},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.86},{\"code\":\"09868\",\"name\":\"小鹏集团\",\"action\":\"买入\",\"price\":66.45}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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"02202",
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"02388",
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"06160",
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"09868",
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"09988",
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"300035",
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"300690",
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"300750",
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"600036",
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"600110",
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"600563",
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"600739",
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"601899",
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"688411"
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],
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"structured": {
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"type": "盯盘",
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"time": "15:45",
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"holdings": [
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{
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"code": "688411",
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"name": "海博思创",
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"action": "观望(止损关注)",
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"price": 275.22
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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": "买入",
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"price": 11.54
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},
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{
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"code": "06160",
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"name": "百济神州",
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"action": "持有",
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"price": 167.7
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},
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{
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"code": "00700",
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"name": "腾讯控股",
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"action": "观望(追踪止盈触发)",
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"price": 459.0
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},
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{
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"code": "01211",
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"name": "比亚迪股份",
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"action": "持有",
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"price": 91.75
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},
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{
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"code": "09988",
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"name": "阿里巴巴-W",
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"action": "持有",
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"price": 124.0
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},
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{
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"code": "02388",
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"name": "中银香港",
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"action": "持有",
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"price": 47.52
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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": "持有",
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"price": 30.37
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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": "持有",
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"price": 171.45
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},
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{
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"code": "600036",
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"name": "招商银行",
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"action": "持有",
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"price": 38.11
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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": "持有",
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"price": 2.64
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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": "持有",
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"price": 10.33
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},
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{
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"code": "300750",
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"name": "宁德时代",
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"action": "持有",
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"price": 432.06
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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": "持有",
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"price": 16.53
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},
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{
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"code": "300690",
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"name": "双一科技",
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"action": "持有",
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"price": 24.86
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},
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{
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"code": "09868",
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"name": "小鹏集团",
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"action": "买入",
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"price": 66.45
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-04_15-47-52"
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} |