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
135 lines
10 KiB
JSON
135 lines
10 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": "2026-06-03T13:55:38.763485",
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"summary": "**Job ID:** d3797d924ddc\n**Run Time:** 2026-06-03 13:02:58\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:** 2026-06-03 13:02:58\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 🔹 操作区间附近（±3%）的股票 → 详细写，把策略原文完整列出（含区间+仓位+止损+到期日）\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## Response\n\nNow I have all the data needed. Let me compile the report.\n\n**Live Prices vs Active Decisions Analysis:**\n\n**百济神州(06160)** ¥164.70(-2.43%) → Batch1区间164~166 ✅在区间内\n**腾讯控股(00700)** ¥462.80(-3.90%) → 追踪止盈459.80距+0.65%, 接回450距+2.84%\n**万科企业(02202)** ¥2.68(-3.60%) → 补仓2.5~2.6, 高于区间+3.1%边界\n\n---\n\n📊 **15分钟快速盯盘 | 2026-06-03 13:01**\n\n---\n\n**🔵 百济神州(06160) — 在试仓区间运行中**\n现价 HK$164.70（-2.43%）| 仓位2.73% | 成本177.41浮亏-7.2%\n今日区间：低163.50 / 高166.40\n\n【策略原文】分批入场：\n- **第一批试仓**: 164~166买入100股 ✅ **现价164.70在区间内**（距中位165仅-0.18%）\n- **第二批追认**: 170~172买入100股 — 未触发（距下沿+3.1%）\n- **止损**: 160.00 — 距现价-2.9%，安全\n- **目标**: 175~185\n\n今日已多次执行Batch1买入（163.90~164.90区间），止损160距当前仅-2.9%，需密切关注。\n\n---\n\n**🔵 腾讯控股(00700) — 距追踪止盈仅+0.65%，距接回区+2.84%**\n现价 HK$462.80（-3.90%）| 仓位3.82% | 成本445.45浮盈+3.9%\n\n【策略原文】持有设追踪止盈，从高点回落5%（约449）再考虑出；450以下可接回\n- 今日高:484.0 → 追踪止盈价:484×0.95=**459.80**\n- 现价462.80距追踪止盈459.80仅 **+0.65%** ⚠️ 若继续下行至459.8以下将触发减仓\n- 接回区450以下：现价462.80距450仅+2.84%\n\n---\n\n**其他14只远离操作区间，持有观察：**\n- 海博思创(688411) ¥292.11(-2.36%) | 止损275/止盈309 | 中段安全\n- 比亚迪(01211) HK$93.90(-2.95%) | 止损85/止盈100 | 中段\n- 阿里(09988) HK$127.00(-2.98%) | 止损115/止盈145 | 中段\n- 紫金矿业(601899) ¥31.35(-0.73%) | 止盈35远未到\n- 辽宁成大(600739) ¥10.59(-1.12%) | 等反弹11.5~12\n- 宁德时代(300750) ¥431.80(-0.48%) | 止盈500远\n- 中银香港(02388) HK$47.64(-0.75%) | 止损44/止盈52\n- 万科(02202) HK$2.68(-3.60%) | 补仓2.5~2.6未到\n- 法拉电子(600563) ¥160.72(-3.11%) | 止损150距+7.1%安全\n- 招商银行(600036) ¥38.48(-0.82%) | 止损36/止盈42\n- 黄金ETF(518880) ¥9.295(-1.28%) | 减仓10.5~11远\n- 中科电气(300035) ¥16.81(+1.63%) | 止盈20远\n- 双一科技(300690) ¥24.81(-0.36%) | 止损23.43距+5.9%\n- 诺德股份(600110) ¥12.33(+4.14%↗️) | 加仓区10.5~11未到\n- 丘钛科技(01478) HK$10.16(+0.10%) | 深套持有\n\n---\n\n**📌 自选股分析：**\n- **小鹏汽车(09868)** HK$69.30(-3.75%) | 决策库买入区70~72 | **现价69.30低于区间下沿-1.0%**，若继续下行至68以下可关注\n- **中国神华(01088)** HK$46.16(-0.09%) | 买入区45~46 | 在上沿位置，等回调\n- 博创科技(300548) ¥250.94(+6.97%) | 买入区230~235 | 已远超，等回调\n- 其他自选股无特别关注\n\n---\n\n**纵向分析**（daily_reviews为空，基于近日报告）：今日港股科技板块整体回调（腾讯-3.9%、阿里-3.0%、比亚迪-2.9%），与昨日+6~8%大涨形成对比。百济神州延续洗盘走势在试仓区间运行，重点关注腾讯追踪止盈位459.80是否触发。\n\n<structured_data>\n{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.70},{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有\",\"price\":462.80},{\"code\":\"01211\",\"name\":\"比亚迪股份\",\"action\":\"持有\",\"price\":93.90},{\"code\":\"09988\",\"name\":\"阿里巴巴-W\",\"action\":\"持有\",\"price\":127.00},{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":31.35},{\"code\":\"600739\",\"name\":\"辽宁成大\",\"action\":\"持有\",\"price\":10.59},{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":431.80},{\"code\":\"02388\",\"name\":\"中银香港\",\"action\":\"持有\",\"price\":47.64},{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.68},{\"code\":\"600563\",\"name\":\"法拉电子\",\"action\":\"持有\",\"price\":160.72},{\"code\":\"600036\",\"name\":\"招商银行\",\"action\":\"持有\",\"price\":38.48},{\"code\":\"518880\",\"name\":\"黄金ETF华安\",\"action\":\"持有\",\"price\":9.30},{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.81},{\"code\":\"300690\",\"name\":\"双一科技\",\"action\":\"持有\",\"price\":24.81},{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"观望\",\"price\":12.33},{\"code\":\"01478\",\"name\":\"丘钛科技\",\"action\":\"持有\",\"price\":10.16},{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":292.11}]}\n</structured_data>\n",
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"stocks_mentioned": [
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"00700",
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"01211",
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"01478",
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"02202",
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"02388",
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"06160",
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"09988",
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"300035",
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"300690",
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"300750",
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"518880",
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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": "13:01",
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"holdings": [
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{
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"code": "06160",
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"name": "百济神州",
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"action": "买入（试仓）",
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"price": 164.7
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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": "持有",
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"price": 462.8
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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": 93.9
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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": 127.0
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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": 31.35
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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": 10.59
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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": 431.8
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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": 47.64
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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": 2.68
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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": 160.72
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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": 38.48
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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": "持有",
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"price": 9.3
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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": 16.81
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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": 24.81
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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": "观望",
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"price": 12.33
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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": "持有",
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"price": 10.16
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},
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{
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"code": "688411",
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"name": "海博思创",
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"action": "持有",
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"price": 292.11
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}
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]
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},
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"_id": "cron_d3797d924ddc_2026-06-03_13-03-00"
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} |