知微
e185b4e4dc
- price_monitor: writes live prices to both JSON and mofin.db (holdings + live_prices + portfolio_summary) - mofin_db: added execute_with_retry/commit_with_retry with exponential backoff on 'database is locked' - mofin_db: increased timeout 5s->15s, added PRAGMA busy_timeout=15000 - price_monitor retry loop: fixed break-before-if-ok bug (was not retrying on write failure) - DB connection: WAL mode + retry decorator for all write operations - cash sync: preserves DB authoritative cash (JSON cash not pushed to DB) This is the DB-first version. JSON writes remain for dashboard compatibility. Next step: remove JSON writes entirely for full DB-only architecture.
650 lines
33 KiB
JSON
650 lines
33 KiB
JSON
{
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"code": "02202",
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"history": [
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{
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"time": "2026-06-01T10:25:54.017859",
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"content": "• **万科企业(02202) 2.68 ↓-0.74%** → 深亏-30.26%，继续走弱无起色，暂不加仓，等待企稳信号",
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"report_id": "cron_4d2a6edd560d_2026-05-22_15-44-34"
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},
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{
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"time": "2026-06-01T10:25:54.220433",
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"content": "• **万科企业(02202)** 成本4.03/现价2.70 浮盈-33.00%(¥-35,117) → 建议反弹减仓",
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"report_id": "cron_6f8c0c6494b6_2026-05-21_14-25-10"
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},
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{
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"time": "2026-06-01T10:25:54.259576",
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"content": "| **万科企业(02202)** | ~2.81 | **-30.26%** | 5月29日将举行股东周年会，审议增发H股授权等事项。地产板块依旧承压，短期难见反转。**建议：观望，不急于止损，等待",
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"report_id": "cron_74c1032dcf01_2026-05-21_08-43-03"
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},
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{
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"time": "2026-06-04T08:55:10.497421",
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"content": "{\"type\":\"盘前\",\"time\":\"08:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"trigger\":\"追踪止盈",
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"report_id": "cron_99c06255590a_2026-06-04_08-33-05"
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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": "{\"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": "• **万科企业(02202) HK$2.64 (-43.81%)** — 房地产开发板块周五领跌(-0.79%)，万科持续新低，距止损2.24仅-15%",
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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": "2026-06-17T08:55:49.338608",
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"content": "**万科企业(02202)** HK$2.64 | -43.81% | 止损2.24（距现价-15%）",
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"report_id": "cron_99c06255590a_2026-06-17_08-35-59"
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},
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{
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"time": "2026-06-18T08:55:23.378870",
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"content": "**② 万科企业(02202)** ¥2.59 | 房地产板块昨日-1.72%继续弱势，深套-45%不建议操作，但需关注若跌破2.47强支撑(前期低点)会加速下跌",
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"report_id": "cron_99c06255590a_2026-06-18_08-38-18"
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},
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{
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"time": "2026-06-19T08:55:36.890930",
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"content": "**万科企业(02202)** 现价2.42 | 仓位4.03% | 光头光脚阴线-4.76%，房地产板块整体-0.92%，破位下行，注意2.06止损防线",
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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": "2026-06-29T08:55:56.317989",
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"content": "**万科企业(02202) 现价2.20** | 浮亏-52.9%最大亏损股，止损2.0距9%，港股地产持续阴跌，关注2元心理关口。",
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"report_id": "cron_99c06255590a_2026-06-29_08-37-43"
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},
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{
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"time": "2026-07-01T08:55:24.051390",
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"content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
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"report_id": "cron_99c06255590a_2026-07-01_08-39-42"
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},
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{
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"time": "2026-06-02T12:55:54.834592",
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"content": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有，止损2.5 |",
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"report_id": "cron_bb35a0b1b5e3_2026-06-02_12-46-06"
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},
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{
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"time": "2026-06-12T08:55:34.664644",
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"content": "• 万科企业(02202) 2.62 仓位6.02% → 浮亏-44.0%！地产持续低迷，无止损信号",
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"report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18"
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},
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{
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"time": "2026-06-12T08:55:34.502308",
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"content": "• 万科企业(02202) 现价2.61 仓位6.02% → 距止损2.34约11.5%，浮亏-44%，地产持续低迷",
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"report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25"
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},
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{
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"time": "2026-06-04T20:55:35.116164",
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"content": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"trigger\":\"补仓2.5~2.6，现价2.64距补仓区+1.5%\"},",
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"report_id": "cron_cd592b755da0_2026-06-04_20-02-37"
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},
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{
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"time": "2026-06-01T10:55:23.987699",
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"content": "🟡 02202|万科企业|2.83|+4.04%|港股持有观察【当日】|地产板块异动，低开2.71后拉升至2.83，振幅6%",
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"report_id": "cron_d3797d924ddc_2026-06-01_10-48-20"
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},
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{
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"time": "2026-06-01T15:56:03.419196",
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"content": "02202|万科企业|2.800|+3.32%|🤝持有|地产板块弱势反弹+3.32%，深套-48%行业趋势未改，不补仓不止损等政策催化。",
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"report_id": "cron_d3797d924ddc_2026-06-01_15-03-16"
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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 万科企业(02202) | 现价2.79 | +2.95% | 反弹+2.95%至2.79，成本5.42深套-48.5%。止损2.5未触及，深度套牢暂持观察",
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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": "2026-06-01T16:55:42.986232",
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"content": "• 万科企业(02202) | 2.79 +2.95% 👀观望：深套-48.5%低位反弹，止损2.5",
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"report_id": "cron_d3797d924ddc_2026-06-01_16-17-30"
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},
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{
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"time": "2026-06-01T16:55:42.984902",
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"content": "• 万科企业(02202) | 2.78 | +2.58% → 🤝 持有：2.78，成本5.42，浮盈-48.7%",
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"report_id": "cron_d3797d924ddc_2026-06-01_16-47-34"
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},
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{
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"time": "2026-06-02T10:55:59.900321",
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"content": "• 万科企业 02202 | 2.80 | +0.72% | 🤝 持有，深套中",
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"report_id": "cron_d3797d924ddc_2026-06-02_10-01-57"
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},
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{
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"time": "2026-06-02T10:55:59.899611",
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"content": "🤝 万科企业(02202) 2.79 +0.36% | 成本5.42深套-48.5%，止损2.5安全",
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"report_id": "cron_d3797d924ddc_2026-06-02_10-17-38"
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},
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{
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"time": "2026-06-02T12:55:54.838986",
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"content": "• **万科企业(02202)** HK$2.76 | 今日-0.72% | 仓位1.56%(已减半) → 持有剩余",
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"report_id": "cron_d3797d924ddc_2026-06-02_12-17-34"
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},
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{
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"time": "2026-06-02T13:56:05.498180",
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"content": "• **万科企业(02202) | 2.78→**深套-48.72%，当日+3.32%反弹 | 👀观望：深套反弹性价比有限，止损2.5（距-10%）",
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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": "2026-06-03T11:55:53.361771",
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"content": "| 万科企业(02202) | 2.69 | 补仓2.5~2.6 | 高于区间 |",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-02-55"
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},
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{
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"time": "2026-06-03T11:55:53.361771",
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"content": "{\"type\":\"盯盘\",\"time\":\"11:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.90},",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-02-55"
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},
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{
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"time": "2026-06-03T11:55:53.361331",
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"content": "**万科企业 02202** → 2.68，略高于补仓区间2.5~2.6（+3.1%，勉强超界）",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-19-04"
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},
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{
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"time": "2026-06-03T11:55:53.361331",
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"content": "{\"type\":\"盯盘\",\"time\":\"11:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入\",\"price\":164.30},",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-19-04"
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},
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{
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"time": "2026-06-03T11:55:53.360822",
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"content": "**【👀 万科企业(02202) | 2.68 -3.60% → 接近补仓区上沿】**",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-32-38"
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},
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{
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"time": "2026-06-03T11:55:53.360822",
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"content": "{\"type\":\"盯盘\",\"time\":\"11:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-32-38"
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},
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{
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"time": "2026-06-03T11:55:53.360360",
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"content": "| 万科(02202) | 2.78 | 补仓2.5~2.6 | 高于区间 |",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-46-38"
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},
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{
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"time": "2026-06-03T11:55:53.360360",
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"content": "{\"type\":\"盯盘\",\"time\":\"11:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"试仓买入\",\"price\":163.9}",
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"report_id": "cron_d3797d924ddc_2026-06-03_11-46-38"
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},
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{
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"time": "2026-06-03T12:55:41.563690",
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"content": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.",
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"report_id": "cron_d3797d924ddc_2026-06-03_12-17-23"
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},
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{
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"time": "2026-06-03T12:55:41.563244",
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"content": "| 万科(02202) | 2.68(-3.60%) | 补仓2.5~2.6 | 高于区间 |",
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"report_id": "cron_d3797d924ddc_2026-06-03_12-33-14"
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},
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{
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"time": "2026-06-03T12:55:41.563244",
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"content": "{\"type\":\"盯盘\",\"time\":\"12:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.",
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"report_id": "cron_d3797d924ddc_2026-06-03_12-33-14"
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},
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{
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"time": "2026-06-03T12:55:41.562775",
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"content": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.",
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"report_id": "cron_d3797d924ddc_2026-06-03_12-47-46"
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},
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{
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"time": "2026-06-03T13:55:38.763485",
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"content": "**万科企业(02202)** ¥2.68(-3.60%) → 补仓2.5~2.6, 高于区间+3.1%边界",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-03-00"
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},
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{
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"time": "2026-06-03T13:55:38.763485",
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"content": "- 万科(02202) HK$2.68(-3.60%) | 补仓2.5~2.6未到",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-03-00"
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},
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{
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"time": "2026-06-03T13:55:38.763485",
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"content": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":164.",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-03-00"
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},
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{
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"time": "2026-06-03T13:55:38.762981",
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"content": "- 万科企业(02202) 2.68 -3.60% | 补仓区2.5~2.6 | 未到",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-17-36"
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},
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{
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"time": "2026-06-03T13:55:38.762981",
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"content": "{\"type\":\"盯盘\",\"time\":\"13:16\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有（已在试仓区间买入）\",\"price",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-17-36"
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},
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{
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"time": "2026-06-03T13:55:38.762548",
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"content": "**🔵 万科企业(02202) 2.68 跌-3.60% — 接近补仓区间**",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-31-31"
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},
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{
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"time": "2026-06-03T13:55:38.762548",
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"content": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓）\",\"price\":165.",
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"report_id": "cron_d3797d924ddc_2026-06-03_13-31-31"
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},
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{
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"time": "2026-06-03T14:56:46.280333",
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"content": "## 🟡 万科企业(02202) — 接近补仓区间",
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"report_id": "cron_d3797d924ddc_2026-06-03_14-02-01"
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},
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{
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"time": "2026-06-03T14:56:46.280333",
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"content": "{\"type\":\"盯盘\",\"time\":\"14:02\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"买入（试仓持有）\",\"price\":16",
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"report_id": "cron_d3797d924ddc_2026-06-03_14-02-01"
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},
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{
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"time": "2026-06-03T14:56:46.279201",
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"content": "- 万科(02202) 2.71 | 补仓区2.5~2.6 | 未到",
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"report_id": "cron_d3797d924ddc_2026-06-03_14-49-45"
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},
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{
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"time": "2026-06-03T14:56:46.279201",
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"content": "{\"type\":\"盯盘\",\"time\":\"14:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.40},",
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"report_id": "cron_d3797d924ddc_2026-06-03_14-49-45"
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},
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{
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"time": "2026-06-03T15:55:46.071941",
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"content": "其他12只远离操作区间，持有观察：比亚迪(01211)93.35距止损85+9.8%、阿里(09988)127.0距止损115+10.4%、中银(02388)47.54距止损44+8.0%、紫金(60",
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"report_id": "cron_d3797d924ddc_2026-06-03_15-17-15"
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},
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{
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"time": "2026-06-03T15:55:46.071941",
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"content": "{\"type\":\"盯盘\",\"time\":\"15:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.5},{",
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"report_id": "cron_d3797d924ddc_2026-06-03_15-17-15"
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},
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{
|
||
"time": "2026-06-03T15:55:46.071571",
|
||
"content": "**万科(02202)** — 现价2.71，补仓区2.5~2.6，高于区间",
|
||
"report_id": "cron_d3797d924ddc_2026-06-03_15-31-35"
|
||
},
|
||
{
|
||
"time": "2026-06-03T16:55:35.426799",
|
||
"content": "🔵 **万科企业(02202)** 现价2.7 → 补仓区2.5~2.6，现价高于+3.8%，未触发。",
|
||
"report_id": "cron_d3797d924ddc_2026-06-03_16-17-02"
|
||
},
|
||
{
|
||
"time": "2026-06-03T16:55:35.426799",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"16:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-03_16-17-02"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.298314",
|
||
"content": "**🔵 万科(02202) 2.7 → 持有 | 法拉电子(600563) 167.58 → 持有 | 紫金(601899) 31.54 → 持有**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_09-16-45"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.298314",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"09:15\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":165.2},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_09-16-45"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.297811",
|
||
"content": "⚪ **万科企业(02202) 现价2.68 → 补仓区间2.5~2.6，未进入**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_09-31-27"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.297209",
|
||
"content": "比亚迪(01211)90.05跌-3.43%距止损85+5.9% | 阿里(09988)125.2跌-1.11%距止损115+8.9% | 腾讯(00700)462.6跌-0.82%距追踪止盈459.",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_09-46-27"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.297209",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"09:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.49},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_09-46-27"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.843432",
|
||
"content": "比亚迪(01211)91.85距止损85+8.1% | 阿里(09988)124.80距止损115+8.5% | 中银(02388)47.62距止损44+8.2% | 丘钛(01478)9.48深套持",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-02-32"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.843432",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"10:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":170.10},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-02-32"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.842936",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"10:15\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"买入\",\"price\":11.58},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-17-24"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.842504",
|
||
"content": "海博思创(688411)~281.6止盈309距+9.7%、紫金矿业(601899)~30.4止盈35距+15.1%、辽宁成大(600739)~10.74止盈11.5~12距+7.1%、宁德时代(30",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-32-58"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.842504",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"10:31\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.6},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-32-58"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.841980",
|
||
"content": "比亚迪(01211)91.6距止损85+7.8% | 阿里(09988)123.8距止损115+7.7% | 中银(02388)47.58距止损44+8.1% | 紫金(601899)30.5距止盈3",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-47-36"
|
||
},
|
||
{
|
||
"time": "2026-06-04T10:55:34.841980",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"10:45\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有(追踪止盈触发)\",\"price\":",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_10-47-36"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.731104",
|
||
"content": "• 万科(02202) 2.67 在补仓区2.5~2.6上方(+2.7%)",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-02-07"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.731104",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"11:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.40},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-02-07"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.730607",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"关注追踪止盈触发\",\"price\":45",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-17-13"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.730058",
|
||
"content": "**🔵 万科企业(02202) 现价2.67 | 补仓区2.5~2.6**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-32-59"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.730058",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"11:30\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.7},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-32-59"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.729496",
|
||
"content": "比亚迪(01211)91.20距止损85+7.3% | 阿里(09988)123.5距止损115+7.4% | 中银(02388)47.42距止损44+7.8% | 紫金(601899)30.44距止",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-47-46"
|
||
},
|
||
{
|
||
"time": "2026-06-04T11:55:44.729496",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"11:46\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.80},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_11-47-46"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.978162",
|
||
"content": "**🔵 万科企业(02202) 现价2.66(-1.48%) → 接近补仓区2.5~2.6**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-02-57"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.978162",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"12:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望\",\"price\":280.89}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-02-57"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.977655",
|
||
"content": "🟢 **万科(02202)** 2.65 | 补仓区2.5~2.6未触发 | 持有",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.977655",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"12:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"持有\",\"price\":283.22}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-17-06"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.977201",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"12:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-32-23"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.976697",
|
||
"content": "**🔵 万科企业(02202) 现价2.65 → 接近补仓区但未入**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-48-03"
|
||
},
|
||
{
|
||
"time": "2026-06-04T12:56:22.976697",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"12:46\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"持有（追踪止盈已触发）\",\"price\"",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_12-48-03"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.350600",
|
||
"content": "- 万科(02202) 2.66 — 高于补仓区2.5~2.6，持有",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-02-55"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.350600",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"13:01\",\"holdings\":[{\"code\":\"00700\",\"name\":\"腾讯控股\",\"action\":\"观望(追踪止盈触发)\",\"price\":",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-02-55"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.350185",
|
||
"content": "**🔵 万科企业(02202) 现价2.65 → 接近补仓区2.5~2.6但未入**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-18-00"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.350185",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"13:15\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-18-00"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.349755",
|
||
"content": "**🔵 万科(02202) 现价2.66 → 距买入区2.5~2.6仅+2.3%**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-31-41"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.349755",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"13:30\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(关注止损)\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-31-41"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.349262",
|
||
"content": "🔵 **万科企业(02202) 2.66 — 高于补仓区间2.5~2.6 +2.3%**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-47-33"
|
||
},
|
||
{
|
||
"time": "2026-06-04T13:55:22.349262",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"13:46\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出（止损关注）\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_13-47-33"
|
||
},
|
||
{
|
||
"time": "2026-06-04T14:56:02.482377",
|
||
"content": "比亚迪(01211)91.60距止损85+7.8% | 阿里(09988)123.1距止损115+7.0% | 中银(02388)47.38距止损44+7.7% | 紫金(601899)30.26距止",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_14-33-15"
|
||
},
|
||
{
|
||
"time": "2026-06-04T14:56:02.482377",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"14:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.90}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_14-33-15"
|
||
},
|
||
{
|
||
"time": "2026-06-04T14:56:02.481762",
|
||
"content": "其他12只远离操作区间，持有观察：比亚迪(01211)91.55止损85距+7.7%、阿里(09988)123.3止损115距+7.2%、中银(02388)47.4止损44距+7.7%、紫金(6018",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_14-46-17"
|
||
},
|
||
{
|
||
"time": "2026-06-04T14:56:02.481762",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"14:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":168.2},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_14-46-17"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.453502",
|
||
"content": "比亚迪(01211)91.35止损85+7.5% | 阿里(09988)123.1止损115+7.0% | 中银(02388)47.32止损44+7.5% | 紫金(601899)30.37止盈35-",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-02-32"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.453502",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:01\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":275.22}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-02-32"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.452984",
|
||
"content": "- 万科(02202) 2.64 — 补仓区2.5~2.6，现价略高于",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-18-41"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.452984",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:16\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-18-41"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.452497",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出（止损关注）\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-32-39"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.451977",
|
||
"content": "• 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) 3",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-47-52"
|
||
},
|
||
{
|
||
"time": "2026-06-04T15:55:48.451977",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:45\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"观望(止损关注)\",\"price\":2",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_15-47-52"
|
||
},
|
||
{
|
||
"time": "2026-06-04T16:55:50.528474",
|
||
"content": "比亚迪(01211)91.8止损85+8.0% | 阿里(09988)123.5止损115+7.4% | 中银(02388)47.38止损44+7.7% | 紫金(601899)30.37止盈35-1",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_16-32-29"
|
||
},
|
||
{
|
||
"time": "2026-06-04T16:55:50.528474",
|
||
"content": "{\"type\":\"收盘点评\",\"time\":\"16:31\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出（止损已触发）\",\"price",
|
||
"report_id": "cron_d3797d924ddc_2026-06-04_16-32-29"
|
||
},
|
||
{
|
||
"time": "2026-06-05T10:56:45.902822",
|
||
"content": "{\"type\": \"盯盘\", \"time\": \"10:31\", \"holdings\": [{\"code\": \"688411\", \"name\": \"海博思创\", \"action\": \"卖出\", \"pri",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_10-39-10"
|
||
},
|
||
{
|
||
"time": "2026-06-05T11:55:24.761535",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"11:04\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"卖出\",\"price\":268.02}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_11-05-35"
|
||
},
|
||
{
|
||
"time": "2026-06-05T13:55:48.894339",
|
||
"content": "**🔵 万科企业(02202) 现价2.67 → 接近补仓区间2.5~2.6**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_13-32-14"
|
||
},
|
||
{
|
||
"time": "2026-06-05T14:56:29.122544",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"14:01\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":164.0},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_14-02-57"
|
||
},
|
||
{
|
||
"time": "2026-06-05T16:55:44.801957",
|
||
"content": "12. **万科企业(02202)** - 现价2.65，策略：持有等反弹",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_16-32-57"
|
||
},
|
||
{
|
||
"time": "2026-06-05T16:55:44.801957",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":163.3},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-05_16-32-57"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.486649",
|
||
"content": "**🔵 万科企业(02202) 现价2.56 → 在买入区2.5~2.6内**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_15-41-36"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.486649",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"观望\",\"price\":162.4},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_15-41-36"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.486250",
|
||
"content": "**🔵 万科企业(02202) 现价2.55 | 进入补仓区间2.5~2.6**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_15-59-20"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.486250",
|
||
"content": "🟢 **万科企业(02202) 2.55 — 已入补仓区间2.5~2.6**，可执行补仓计划",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_15-59-20"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.486250",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:57\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有/止损预警\",\"price\":162",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_15-59-20"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.485735",
|
||
"content": "🔵 **万科企业(02202) 现价2.55 — 在买入区2.5~2.6内**",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_16-19-34"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.485735",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"06160\",\"name\":\"百济神州\",\"action\":\"持有\",\"price\":162.8},{",
|
||
"report_id": "cron_d3797d924ddc_2026-06-08_16-19-34"
|
||
},
|
||
{
|
||
"time": "2026-06-10T09:04:06.273196",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"15:33\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":11.81},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-09_15-50-03"
|
||
},
|
||
{
|
||
"time": "2026-06-10T09:04:06.272513",
|
||
"content": "🔵 **万科企业(02202) 2.55 (0.00%)** — 策略买入区2.41~2.67，现价2.55在区间内。止损2.34/止盈2.92。深套-45.04%暂持。",
|
||
"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
|
||
},
|
||
{
|
||
"time": "2026-06-10T09:04:06.272513",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"16:18\",\"holdings\":[{\"code\":\"300548\",\"name\":\"博创科技\",\"action\":\"持有\",\"price\":238.83}",
|
||
"report_id": "cron_d3797d924ddc_2026-06-09_16-26-21"
|
||
},
|
||
{
|
||
"time": "2026-06-11T08:55:23.385966",
|
||
"content": "港股：腾讯控股(00700) +2.65%持有 | 万科企业(02202) +1.57%持有 | 比亚迪股份(01211) -2.04%持有 | 小鹏集团-W(09868) -2.85%持有 | 阿里",
|
||
"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
|
||
},
|
||
{
|
||
"time": "2026-06-11T08:55:23.385966",
|
||
"content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
|
||
"report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
|
||
},
|
||
{
|
||
"time": "2026-06-03T10:58:51.722323",
|
||
"content": "| 万科企业(02202) | 2.69 | -3.24% | 补仓区2.5~2.6未到 |",
|
||
"report_id": "cron_d39e265198ad_2026-06-03_10-41-43"
|
||
},
|
||
{
|
||
"time": "2026-06-03T10:58:51.721279",
|
||
"content": "| 万科企业 | 02202 | 2.69(-3.24%) | 补仓区2.5~2.6 | 高于补仓区 |",
|
||
"report_id": "cron_d39e265198ad_2026-06-03_10-58-48"
|
||
},
|
||
{
|
||
"time": "2026-06-25T08:55:46.625230",
|
||
"content": "**万科企业(02202)** 距止损-12.5%！现价2.0(-3.75%)，弱支撑2.26已破，逼近止损1.75。成本4.68(-57.3%)深套。操作：已无加仓意义，跌破1.75必须斩仓，本周重",
|
||
"report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
|
||
},
|
||
{
|
||
"time": "2026-06-30T08:55:46.708460",
|
||
"content": "**港股概览：** 恒指+1.8%反弹，持仓分化。腾讯(00700)浮亏-4.6%目标已超但盈亏比偏低；丘钛(01478)深套-49.7%及万科(02202)深套-52.4%均暂远离止损(距12-22",
|
||
"report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
|
||
},
|
||
{
|
||
"time": "2026-06-29T08:55:56.391301",
|
||
"content": "**③ ⚠️ 万科(02202)浮亏-52.9%，接近止损却无复盘**",
|
||
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
|
||
},
|
||
{
|
||
"time": "2026-06-29T08:55:56.391301",
|
||
"content": "- **万科(02202)** — 现价2.20，止损2.00（距9%）。周五港股继续弱，若跌破2.00港币将触发止损。建议：提前制定应对方案，而不是等到触发了再慌。",
|
||
"report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
|
||
},
|
||
{
|
||
"time": "2026-07-06T08:55:01.761812",
|
||
"content": "3. **0714止盈策略严重过期** — 当前 19 个持仓中有约 13 个（68%）的成本价高于止盈价，说明策略数据已随股价下跌严重偏离，大量止损/止盈位明显陈旧（如万科 02202 成本 ¥4.",
|
||
"report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
|
||
},
|
||
{
|
||
"time": "2026-07-06T08:55:01.761812",
|
||
"content": "3. **策略数据翻新** — 针对成本远高于止盈的 13 个持仓（如 万科02202、比亚迪01211、华恒生物688639、中科电气300035、黄金ETF518880 等），建议逐个审核是否需要",
|
||
"report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
|
||
},
|
||
{
|
||
"time": "2026-06-04T09:55:40.300986",
|
||
"content": "- 万科(02202): 补仓区间2.5~2.6，昨收2.70，距+3.8%，未进入。",
|
||
"report_id": "cron_e3bf7b13af8d_2026-06-04_09-29-01"
|
||
},
|
||
{
|
||
"time": "2026-06-09T08:55:23.491465",
|
||
"content": "{\"code\":\"02202\",\"name\":\"万科企业\",\"action\":\"持有\",\"price\":2.62},",
|
||
"report_id": "cron_e3bf7b13af8d_2026-06-08_09-32-57"
|
||
},
|
||
{
|
||
"time": "2026-06-14T08:55:34.460610",
|
||
"content": "• **万科企业(02202)** — 持仓19700股，-43.81%，深套持有",
|
||
"report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
|
||
}
|
||
]
|
||
} |