自动同步: 2026-03-24 02:10

2026-03-24 02:10:04 +08:00
parent c5da76cd04
commit 01885232c3
70 changed files with 2348 additions and 263 deletions
@@ -1,7 +1,7 @@
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@@ -51,8 +51,8 @@
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@@ -528,13 +606,13 @@
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 }
@@ -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*