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
58 lines
6.3 KiB
JSON
58 lines
6.3 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": "2026-06-10T09:04:06.280672",
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"summary": "**Job ID:** e3bf7b13af8d\n**Run Time:** 2026-06-09 09:32:40\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:** 2026-06-09 09:32:40\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\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\n## Response\n\nNow I have all the data. Let me compile the report.\n\n📊 **集合竞价 | 09:25**\n\n**【A股竞价观察】**\n\n• **诺德股份(600110)** 竞价11.00 (+2.42%) → 昨收10.74小幅反弹。决策库建议加仓区10.0~10.8（待确认），竞价11.00略高于上沿，暂未进入加仓范围\n\n• **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\n\n• **法拉电子(600563)** 竞价160.00 (+2.35%) → 昨收156.32反弹，止盈195止损150区间内正常波动\n\n• **宁德时代(300750)** 竞价399.99 (+1.77%) → 昨收393.02反弹，100股持有观察\n\n• 其他持仓竞价波动均<±1%，正常\n\n**【港股盘前（09:30未开盘）】**\n\n• **百济神州(06160)** 前收163.10 → 距止损160仅1.9%⚠️，港股开盘后重点关注是否跌破\n\n• **小鹏汽车-W(09868)** 前收62.00 → 已跌破止损64⚠️（6/8收盘已破），港股开盘后需用户决策是否执行止损\n\n• 其他港股未开盘，暂沿用前收价\n\n**【纵向分析（6/8→6/9）】**\n\n| 股票 | 6/8收盘 | 6/9竞价/前收 | 变化 |\n|------|---------|-------------|------|\n| 诺德股份(600110) | 10.74 | 11.00 | +2.42% 反弹 |\n| 博创科技(300548) | 213.00 | 215.79 | +1.31% 接近建议买入区 |\n| 百济神州(06160) | 163.00 | 163.10 | +0.06% 仍逼近止损 |\n| 小鹏汽车(09868) | 62.00 | 62.00 | 0% 已破止损64 |\n\n**【策略执行】** 严格执行现有决策库：\n- 百济止损160未破，继续持有\n- 小鹏止损64已破（6/8收盘62.00），待用户决策\n- 诺德加仓区10.0~10.8（建议待确认），竞价11.00未进入\n- 博创买入区210~225（建议待确认），竞价215.79在区间内\n\n<structured_data>\n{\"type\":\"集合竞价\",\"time\":\"09:25\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"关注\",\"price\":11.00},{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"关注\",\"price\":215.79},{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":163.10},{\"code\":\"09868\",\"name\":\"小鹏汽车-W\",\"action\":\"止损已破待决策\",\"price\":62.00},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.00},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":399.99}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"06160",
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"09868",
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"300548",
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"300750",
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"600110",
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"600563"
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],
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"structured": {
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"type": "集合竞价",
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"time": "09:25",
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"holdings": [
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{
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"code": "600110",
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"name": "诺德股份",
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"action": "关注",
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"price": 11.0
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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": "关注",
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"price": 215.79
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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/止损预警",
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"price": 163.1
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},
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{
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"code": "09868",
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"name": "小鹏汽车-W",
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"action": "止损已破待决策",
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"price": 62.0
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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": 160.0
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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": 399.99
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}
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]
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},
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"_id": "cron_e3bf7b13af8d_2026-06-09_09-32-41"
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} |