自动同步: 2026-03-24 02:10
This commit is contained in:
@@ -51,12 +51,12 @@
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|
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|
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@@ -0,0 +1,107 @@
|
||||
# Session: 2026-03-23 16:21:53 UTC
|
||||
|
||||
- **Session Key**: agent:knowledge-base:main
|
||||
- **Session ID**: c6f06c72-ea29-4d72-8ba5-4830ca604107
|
||||
- **Source**: feishu
|
||||
|
||||
## Conversation Summary
|
||||
|
||||
user: Conversation info (untrusted metadata):
|
||||
```json
|
||||
{
|
||||
"message_id": "om_x100b53219b1e80f4c3403ec55bc0e66",
|
||||
"sender_id": "ou_9351c287f42069fa30366ac641d24df7",
|
||||
"sender": "张青",
|
||||
"timestamp": "Mon 2026-03-23 23:33 GMT+8"
|
||||
}
|
||||
```
|
||||
|
||||
Sender (untrusted metadata):
|
||||
```json
|
||||
{
|
||||
"label": "张青 (ou_9351c287f42069fa30366ac641d24df7)",
|
||||
"id": "ou_9351c287f42069fa30366ac641d24df7",
|
||||
"name": "张青"
|
||||
}
|
||||
```
|
||||
|
||||
[message_id: om_x100b53219b1e80f4c3403ec55bc0e66]
|
||||
张青: https://www.bilibili.com/video/BV1irAGz9EgZ/?t=10&spm_id_from=333.1007.tianma.2-3-6.click&vd_source=1deaab00c5de8885422a7a7690170eba 添加知识库
|
||||
assistant: 我来帮您处理这个B站视频的知识库添加任务。
|
||||
|
||||
首先让我获取视频信息并了解知识库的结构：
|
||||
assistant: 蒋先生，我看到这是一个关于中东冲突（以色列-伊朗战争）的战况汇总视频，属于时事追踪类内容。
|
||||
|
||||
我建议在知识库中这样组织：
|
||||
- **位置**：`20.领域/25-时事关注/中东冲突2026/`
|
||||
- **理由**：这是正在发生的重大事件，适合作为持续关注的领域而非单纯的资源
|
||||
|
||||
现在为您创建知识库条目：
|
||||
assistant: ✅ 已完成知识库添加
|
||||
|
||||
**创建内容**：
|
||||
- **位置**：`20.领域/25-时事关注/中东冲突2026/战况汇总.md`
|
||||
- **内容结构**：
|
||||
- 完整时间线（3月1日-22日）
|
||||
- 主要参与方梳理
|
||||
- 武器装备清单
|
||||
- 战略要地标注
|
||||
- 经济影响分析
|
||||
|
||||
这个系列视频适合作为持续追踪的时事领域，后续如有新的战况更新可以继续添加到这个文档中。
|
||||
user: Conversation info (untrusted metadata):
|
||||
```json
|
||||
{
|
||||
"message_id": "om_x100b532193c3c8a0c2c4ae55e5aa0d1",
|
||||
"sender_id": "ou_9351c287f42069fa30366ac641d24df7",
|
||||
"sender": "张青",
|
||||
"timestamp": "Mon 2026-03-23 23:35 GMT+8"
|
||||
}
|
||||
```
|
||||
|
||||
Sender (untrusted metadata):
|
||||
```json
|
||||
{
|
||||
"label": "张青 (ou_9351c287f42069fa30366ac641d24df7)",
|
||||
"id": "ou_9351c287f42069fa30366ac641d24df7",
|
||||
"name": "张青"
|
||||
}
|
||||
```
|
||||
|
||||
[message_id: om_x100b532193c3c8a0c2c4ae55e5aa0d1]
|
||||
张青: 怎么不用技能？
|
||||
assistant: 您说得对！我应该使用 kb-系列技能来管理知识库。让我查看可用的技能：
|
||||
assistant: 明白了！我应该使用 `kb_workflow` 技能来处理。让我先检查环境变量，然后用正确的方式处理：
|
||||
assistant: ✅ **已使用 `kb_workflow` 技能完成知识库添加**
|
||||
|
||||
### 处理流程
|
||||
1. **URL解析** → B站视频 BV1irAGz9EgZ
|
||||
2. **内容下载** → 音频文件 (10:35) + 元数据
|
||||
3. **ASR识别** → Whisper 转录文本
|
||||
4. **智能分段** → 8个主题段落
|
||||
5. **深度分析** → AI 生成结构化内容
|
||||
6. **自动归档** → 知识库存储
|
||||
|
||||
### 生成文件
|
||||
- **归档位置**：
|
||||
```
|
||||
~/work/zq/30.资源/AI分析/bilibili/
|
||||
20260323_BV1irAGz9EgZ_【3月22日晚上_战况汇总】...analysis.md
|
||||
```
|
||||
- **中间文件**：
|
||||
```
|
||||
~/work/intermediate/analysis/bilibili_BV1irAGz9EgZ/
|
||||
├── bilibili_BV1irAGz9EgZ_metadata.json
|
||||
├── bilibili_BV1irAGz9EgZ.m4a
|
||||
├── bilibili_BV1irAGz9EgZ_whisper.txt
|
||||
├── bilibili_BV1irAGz9EgZ_whisper.srt
|
||||
└── analysis.md
|
||||
```
|
||||
|
||||
### 内容亮点
|
||||
- 完整转录了10分35秒的视频内容
|
||||
- 智能分段为8个主题段落
|
||||
- 包含战况、武器装备、战略分析等关键信息
|
||||
- 已自动归档到知识库系统
|
||||
|
||||
下次添加知识库内容时，我会直接使用 `kb_workflow` 技能！📚
|
||||
@@ -0,0 +1,20 @@
|
||||
# 2026-03-23 记忆
|
||||
|
||||
## 知识库管理
|
||||
|
||||
### 添加中东冲突追踪（使用kb_workflow技能）
|
||||
- **时间**：23:35
|
||||
- **用户**：张青
|
||||
- **内容**：用户要求添加B站视频到知识库
|
||||
- **视频**：【3月22日晚上 战况汇总】以色列核城市遭伊朗导弹打击
|
||||
- **技能**：使用 `kb_workflow` 技能进行完整处理
|
||||
- **处理流程**：
|
||||
1. ✅ URL解析（B站视频 BV1irAGz9EgZ）
|
||||
2. ✅ 内容下载（音频文件 m4a + 元数据）
|
||||
3. ✅ ASR语音识别（Whisper转录）
|
||||
4. ✅ SRT处理（分段和修正）
|
||||
5. ✅ 深度分析（AI分析生成结构化内容）
|
||||
6. ✅ 归档（保存到知识库）
|
||||
- **归档位置**：`~/work/zq/30.资源/AI分析/bilibili/20260323_BV1irAGz9EgZ_【3月22日晚上_战况汇总】...analysis.md`
|
||||
- **中间文件**：`~/work/intermediate/analysis/bilibili_BV1irAGz9EgZ/`
|
||||
- **教训**：应该优先使用技能而非手动创建文件
|
||||
@@ -1,7 +1,7 @@
|
||||
{
|
||||
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|
||||
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|
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|
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"compactionCount": 0,
|
||||
"skillsSnapshot": {
|
||||
"prompt": "\n\nThe following skills provide specialized instructions for specific tasks.\nUse the read tool to load a skill's file when the task matches its description.\nWhen a skill file references a relative path, resolve it against the skill directory (parent of SKILL.md / dirname of the path) and use that absolute path in tool commands.\n\n<available_skills>\n <skill>\n <name>capability-evolver</name>\n <description>A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.</description>\n <location>~/.openclaw/skills/capability-evolver/SKILL.md</location>\n </skill>\n</available_skills>",
|
||||
@@ -51,8 +51,8 @@
|
||||
"model": "glm-5",
|
||||
"systemPromptReport": {
|
||||
"source": "run",
|
||||
"generatedAt": 1773937122951,
|
||||
"sessionId": "60827bbf-d985-4a29-bd62-1783159bb38e",
|
||||
"generatedAt": 1774279351890,
|
||||
"sessionId": "e72c0831-24b6-41e1-ba9f-dbf74b3bdba4",
|
||||
"sessionKey": "agent:ui-designer:main",
|
||||
"provider": "zhipu",
|
||||
"model": "glm-5",
|
||||
@@ -64,8 +64,8 @@
|
||||
"sandboxed": false
|
||||
},
|
||||
"systemPrompt": {
|
||||
"chars": 36876,
|
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|
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|
||||
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|
||||
},
|
||||
"injectedWorkspaceFiles": [
|
||||
@@ -301,6 +301,84 @@
|
||||
"injectedChars": 616,
|
||||
"truncated": false
|
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},
|
||||
{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
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"truncated": false
|
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},
|
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{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
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|
||||
"injectedChars": 616,
|
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"truncated": false
|
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},
|
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{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
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"injectedChars": 616,
|
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"truncated": false
|
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
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"injectedChars": 616,
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
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"injectedChars": 616,
|
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"truncated": false
|
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},
|
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
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"rawChars": 616,
|
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"injectedChars": 616,
|
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"truncated": false
|
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},
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
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"rawChars": 616,
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"injectedChars": 616,
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"truncated": false
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},
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
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"injectedChars": 616,
|
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"truncated": false
|
||||
},
|
||||
{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
||||
"truncated": false
|
||||
},
|
||||
{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
||||
"truncated": false
|
||||
},
|
||||
{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
||||
"truncated": false
|
||||
},
|
||||
{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
||||
"truncated": false
|
||||
},
|
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{
|
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"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
"injectedChars": 616,
|
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"truncated": false
|
||||
},
|
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{
|
||||
"path": "SELF_IMPROVEMENT_REMINDER.md",
|
||||
"rawChars": 616,
|
||||
@@ -528,13 +606,13 @@
|
||||
]
|
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}
|
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},
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"cacheRead": 23872,
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"cacheRead": 80192,
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"sessionId": "03e44b46-c707-4a9f-bf3d-1818aafdcde2",
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@@ -573,5 +651,157 @@
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"totalTokensFresh": true,
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"skillsSnapshot": {
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"prompt": "\n\nThe following skills provide specialized instructions for specific tasks.\nUse the read tool to load a skill's file when the task matches its description.\nWhen a skill file references a relative path, resolve it against the skill directory (parent of SKILL.md / dirname of the path) and use that absolute path in tool commands.\n\n<available_skills>\n <skill>\n <name>capability-evolver</name>\n <description>A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.</description>\n <location>~/.openclaw/skills/capability-evolver/SKILL.md</location>\n </skill>\n</available_skills>",
|
||||
"skills": [
|
||||
{
|
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"name": "capability-evolver"
|
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}
|
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],
|
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"skillFilter": [
|
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"capability-evolver",
|
||||
"self-improving-agent"
|
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],
|
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|
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{
|
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|
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"description": "A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.",
|
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"filePath": "/home/starmen1265/.openclaw/skills/capability-evolver/SKILL.md",
|
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"baseDir": "/home/starmen1265/.openclaw/skills/capability-evolver",
|
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"source": "openclaw-managed",
|
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"disableModelInvocation": false
|
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}
|
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],
|
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"version": 0
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},
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"model": "glm-5",
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},
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"updatedAt": 1774251000040,
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"label": "Cron: 中国核建每日跟踪",
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"skillsSnapshot": {
|
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"prompt": "\n\nThe following skills provide specialized instructions for specific tasks.\nUse the read tool to load a skill's file when the task matches its description.\nWhen a skill file references a relative path, resolve it against the skill directory (parent of SKILL.md / dirname of the path) and use that absolute path in tool commands.\n\n<available_skills>\n <skill>\n <name>capability-evolver</name>\n <description>A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.</description>\n <location>~/.openclaw/skills/capability-evolver/SKILL.md</location>\n </skill>\n</available_skills>",
|
||||
"skills": [
|
||||
{
|
||||
"name": "capability-evolver"
|
||||
}
|
||||
],
|
||||
"skillFilter": [
|
||||
"capability-evolver",
|
||||
"self-improving-agent"
|
||||
],
|
||||
"resolvedSkills": [
|
||||
{
|
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|
||||
"description": "A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.",
|
||||
"filePath": "/home/starmen1265/.openclaw/skills/capability-evolver/SKILL.md",
|
||||
"baseDir": "/home/starmen1265/.openclaw/skills/capability-evolver",
|
||||
"source": "openclaw-managed",
|
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"disableModelInvocation": false
|
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}
|
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],
|
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},
|
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"systemSent": true,
|
||||
"label": "Cron: 中国海油每日跟踪",
|
||||
"skillsSnapshot": {
|
||||
"prompt": "\n\nThe following skills provide specialized instructions for specific tasks.\nUse the read tool to load a skill's file when the task matches its description.\nWhen a skill file references a relative path, resolve it against the skill directory (parent of SKILL.md / dirname of the path) and use that absolute path in tool commands.\n\n<available_skills>\n <skill>\n <name>capability-evolver</name>\n <description>A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.</description>\n <location>~/.openclaw/skills/capability-evolver/SKILL.md</location>\n </skill>\n</available_skills>",
|
||||
"skills": [
|
||||
{
|
||||
"name": "capability-evolver"
|
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}
|
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],
|
||||
"skillFilter": [
|
||||
"capability-evolver",
|
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"self-improving-agent"
|
||||
],
|
||||
"resolvedSkills": [
|
||||
{
|
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|
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"description": "A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.",
|
||||
"filePath": "/home/starmen1265/.openclaw/skills/capability-evolver/SKILL.md",
|
||||
"baseDir": "/home/starmen1265/.openclaw/skills/capability-evolver",
|
||||
"source": "openclaw-managed",
|
||||
"disableModelInvocation": false
|
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}
|
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],
|
||||
"version": 0
|
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},
|
||||
"modelProvider": "zhipu",
|
||||
"model": "glm-4.7-FlashX",
|
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"agent:ui-designer:cron:b2c3d4e5-f6a7-8901-bcde-f12345678901:run:db6b8b18-dd48-472b-bc40-f054e79c93c5": {
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|
||||
"systemSent": true,
|
||||
"label": "Cron: 中国海油每日跟踪",
|
||||
"skillsSnapshot": {
|
||||
"prompt": "\n\nThe following skills provide specialized instructions for specific tasks.\nUse the read tool to load a skill's file when the task matches its description.\nWhen a skill file references a relative path, resolve it against the skill directory (parent of SKILL.md / dirname of the path) and use that absolute path in tool commands.\n\n<available_skills>\n <skill>\n <name>capability-evolver</name>\n <description>A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.</description>\n <location>~/.openclaw/skills/capability-evolver/SKILL.md</location>\n </skill>\n</available_skills>",
|
||||
"skills": [
|
||||
{
|
||||
"name": "capability-evolver"
|
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}
|
||||
],
|
||||
"skillFilter": [
|
||||
"capability-evolver",
|
||||
"self-improving-agent"
|
||||
],
|
||||
"resolvedSkills": [
|
||||
{
|
||||
"name": "capability-evolver",
|
||||
"description": "A self-evolution engine for AI agents. Analyzes runtime history to identify improvements and applies protocol-constrained evolution.",
|
||||
"filePath": "/home/starmen1265/.openclaw/skills/capability-evolver/SKILL.md",
|
||||
"baseDir": "/home/starmen1265/.openclaw/skills/capability-evolver",
|
||||
"source": "openclaw-managed",
|
||||
"disableModelInvocation": false
|
||||
}
|
||||
],
|
||||
"version": 0
|
||||
},
|
||||
"modelProvider": "zhipu",
|
||||
"model": "glm-4.7-FlashX",
|
||||
"contextTokens": 200000,
|
||||
"inputTokens": 28746,
|
||||
"outputTokens": 1841,
|
||||
"totalTokens": 37950,
|
||||
"totalTokensFresh": true,
|
||||
"cacheRead": 9204,
|
||||
"cacheWrite": 0
|
||||
}
|
||||
}
|
||||
@@ -39,4 +39,116 @@
|
||||
|
||||
---
|
||||
|
||||
*最后更新：2026-03-08*
|
||||
## 中国核建每日跟踪职责
|
||||
|
||||
### 用户
|
||||
张青 (ou_9847ce84b960736c14554730b41e4957)
|
||||
|
||||
### 执行时间
|
||||
- **周期**：每个交易日
|
||||
- **定时**：每日15:30（Asia/Shanghai，仅周一至周五）
|
||||
- **Job ID**：a1b2c3d4-e5f6-7890-abcd-ef1234567890
|
||||
|
||||
### 跟踪内容
|
||||
1. **价格数据**：收盘价、涨跌幅、成交量
|
||||
2. **资金流向**：主力资金净流入/流出
|
||||
3. **技术分析**：支撑位/压力位判断
|
||||
4. **信号提醒**：
|
||||
- 跌破支撑（15.24元 / 14.80元）
|
||||
- 主力资金转正
|
||||
- 放量企稳/反弹
|
||||
|
||||
### 关键技术位
|
||||
- 支撑位：15.24元 → 14.80元
|
||||
- 压力位：15.79元 → 16.50元
|
||||
|
||||
### 报告输出
|
||||
- **飞书推送**：每日收盘后自动发送
|
||||
- **文档保存**：`~/work/zq/30.资源/股票跟踪/601611_tracking.md`
|
||||
|
||||
### 开始跟踪
|
||||
- **日期**：2026-03-23
|
||||
- **初始价格**：15.48元（3月19日收盘）
|
||||
- **初始状态**：下跌趋势中，主力连续流出
|
||||
|
||||
### 相关文件
|
||||
- 任务配置记录：`memory/2026-03-23.md`
|
||||
- 跟踪记录：`~/work/zq/30.资源/股票跟踪/601611_tracking.md`
|
||||
- 定时脚本：`~/.openclaw/cron/scripts/stock-tracker.sh`
|
||||
|
||||
---
|
||||
|
||||
## 中国海油每日跟踪职责
|
||||
|
||||
### 用户
|
||||
张青 (ou_9847ce84b960736c14554730b41e4957)
|
||||
|
||||
### 执行时间
|
||||
- **周期**：每个交易日
|
||||
- **定时**：每日15:30（Asia/Shanghai，仅周一至周五）
|
||||
- **Job ID**：b2c3d4e5-f6a7-8901-bcde-f12345678901
|
||||
|
||||
### 跟踪内容
|
||||
1. **价格数据**：收盘价、涨跌幅、成交量
|
||||
2. **资金流向**：主力资金净流入/流出
|
||||
3. **技术分析**：支撑位/压力位判断
|
||||
4. **油价动态**：布伦特原油价格走势
|
||||
5. **信号提醒**：
|
||||
- 突破前高（44.54元）
|
||||
- 跌破支撑（40元 / 38元）
|
||||
- 主力资金异动
|
||||
|
||||
### 关键技术位
|
||||
- 支撑位：40元 → 38元
|
||||
- 压力位：44.54元（前高）
|
||||
|
||||
### 报告输出
|
||||
- **飞书推送**：每日收盘后自动发送
|
||||
- **文档保存**：`~/work/zq/30.资源/股票跟踪/600938_tracking.md`
|
||||
|
||||
### 开始跟踪
|
||||
- **日期**：2026-03-23
|
||||
- **初始价格**：44.54元（3月9日高点）
|
||||
- **初始状态**：强势上涨，年内涨幅43.84%
|
||||
|
||||
### 相关文件
|
||||
- 任务配置记录：`memory/2026-03-23.md`
|
||||
- 跟踪记录：`~/work/zq/30.资源/股票跟踪/600938_tracking.md`
|
||||
|
||||
---
|
||||
|
||||
## 每日热点新闻追踪职责
|
||||
|
||||
### 用户
|
||||
张青 (ou_9847ce84b960736c14554730b41e4957)
|
||||
|
||||
### 执行时间
|
||||
- **周期**：每日
|
||||
- **定时**：每日08:00（Asia/Shanghai）
|
||||
- **Job ID**：c3d4e5f6-a7b8-9012-cdef-234567890123
|
||||
|
||||
### 追踪方向
|
||||
|
||||
#### 地缘政治
|
||||
1. **美国**：政治、经济、外交动态
|
||||
2. **日本**：政治、经济、外交动态
|
||||
3. **中东地区**：地区局势
|
||||
4. **俄乌战争**：最新进展
|
||||
5. **美以伊战争**：最新进展
|
||||
|
||||
#### 科技产业
|
||||
6. **AI大厂**：OpenAI、Google、Meta、百度、阿里、腾讯、字节等
|
||||
7. **中国航空航天**：火箭、卫星、载人航天、探月等
|
||||
8. **新能源**：电动车、电池、光伏、风电、储能等
|
||||
9. **军工**：国产武器、军售、国防政策等
|
||||
|
||||
### 报告输出
|
||||
- **飞书推送**：每日早上8点自动发送
|
||||
- **文档保存**：`~/work/zq/30.资源/新闻简报/YYYY-MM-DD.md`
|
||||
|
||||
### 开始跟踪
|
||||
- **日期**：2026-03-23
|
||||
|
||||
---
|
||||
|
||||
*最后更新：2026-03-23*
|
||||
|
||||
@@ -0,0 +1,99 @@
|
||||
# 2026-03-23
|
||||
|
||||
## 股票跟踪任务
|
||||
|
||||
### 中国核建（601611）
|
||||
|
||||
**跟踪用户**：张青
|
||||
|
||||
**当前状态**（2026-03-23）：
|
||||
- 收盘价：15.48元（3月19日）
|
||||
- 走势特征：连续下跌+缩量
|
||||
- 主力资金：连续净流出（3/18: -1.62亿, 3/19: -1.82亿）
|
||||
- 技术位：支撑15.24元，压力15.79元
|
||||
|
||||
**跟踪重点**：
|
||||
1. 是否跌破15.24元支撑位
|
||||
2. 主力资金是否转正
|
||||
3. 是否出现放量企稳信号
|
||||
4. 14.80-15.00元区间的介入机会
|
||||
|
||||
**报告频率**：每日收盘后（15:30，仅工作日）
|
||||
|
||||
**报告方式**：飞书推送
|
||||
|
||||
---
|
||||
|
||||
## 上午分析记录
|
||||
|
||||
### 缩量下跌技术分析
|
||||
- 用户询问缩量下跌的含义
|
||||
- 解答了积极信号（卖压减弱、惜售）和消极信号（买盘乏力、可能阴跌）
|
||||
- 强调需结合位置判断（高位/下跌趋势/低位）
|
||||
|
||||
### 中国核建深度分析
|
||||
- 基本面：2025Q3营收739亿(-6.32%)，净利润11亿(-23.96%)
|
||||
- 技术面：跌破15.79支撑，考验15.24元
|
||||
- 行业面：核电黄金周期，装机规模全球第一
|
||||
- 估值：PB 0.89倍，处于历史低位
|
||||
- 建议：不急于抄底，等企稳信号
|
||||
|
||||
### 中国海油（600938）
|
||||
|
||||
**跟踪用户**：张青
|
||||
|
||||
**当前状态**（2026-03-23）：
|
||||
- 最新高点：44.54元（3月9日，创上市新高）
|
||||
- 今年涨幅：+43.84%
|
||||
- 走势特征：强势上涨，地缘政治催化
|
||||
- 技术位：支撑40元/38元，压力44.54元（前高）
|
||||
|
||||
**跟踪重点**：
|
||||
1. 是否突破44.54元前高
|
||||
2. 是否跌破40元支撑
|
||||
3. 油价走势、地缘政治动态
|
||||
4. 主力资金流向变化
|
||||
|
||||
**报告频率**：每日收盘后（15:30，仅工作日）
|
||||
|
||||
**报告方式**：飞书推送
|
||||
|
||||
**分析要点**：
|
||||
- 基本面：2024年净利润1379亿(+11.4%)，三桶油中唯一正增长
|
||||
- 成本优势：桶油成本28美元，全球领先
|
||||
- 分红政策：2025-2027年股息支付率≥45%
|
||||
- 风险：地缘平息后油价可能回落，短期涨幅大
|
||||
- 建议：不追高，等回调至38-40元再介入
|
||||
|
||||
---
|
||||
|
||||
## 新闻追踪任务
|
||||
|
||||
### 每日热点新闻追踪
|
||||
|
||||
**设置时间**：2026-03-23 23:22
|
||||
**执行频率**：每日 08:00
|
||||
**推送方式**：飞书
|
||||
|
||||
**追踪方向**：
|
||||
|
||||
**地缘政治**：
|
||||
1. 美国 - 政治、经济、外交
|
||||
2. 日本 - 政治、经济、外交
|
||||
3. 中东地区 - 地区局势
|
||||
4. 俄乌战争 - 最新进展
|
||||
5. 美以伊战争 - 最新进展
|
||||
|
||||
**科技产业**：
|
||||
6. AI大厂 - OpenAI/Google/Meta/百度/阿里/腾讯/字节
|
||||
7. 中国航空航天 - 火箭/卫星/载人航天/探月
|
||||
8. 新能源 - 电动车/电池/光伏/风电/储能
|
||||
9. 军工 - 国产武器/军售/国防政策
|
||||
|
||||
**输出**：
|
||||
- 飞书推送
|
||||
- 保存到 `~/work/zq/30.资源/新闻简报/YYYY-MM-DD.md`
|
||||
|
||||
---
|
||||
|
||||
*最后更新：2026-03-23 23:25*
|
||||
Reference in New Issue
Block a user