← 归档索引 · 2026-10-26 10:37 · 动态市场扫描-10:30
# Cron Job: 动态市场扫描-10:30
**Job ID:** 0dcde44e6c8e
**Run Time:** 2026-10-26 10:37:55
**Schedule:** 30 10 * * 1-5
**Prompt Characters:** 50805
## Prompt
[IMPORTANT: The user has invoked the "taoge-four-layer-funnel" skill, indicating they want you to follow its instructions. The full skill content is loaded below.]
---
name: taoge-four-layer-funnel
description: "涛哥四层漏斗——有主力+可持续+找介入+持有管理。收到个股/板块分析请求时加载,按四层漏斗逐层判定。"
tags: [主力, 买点, 漏斗, 持仓管理, 涛哥体系]
created: 2026-09-10
---
# 涛哥四层漏斗分析框架
> 来源:老板2026-09-10对涛哥直播深度学习后构建
> 原则:从"找便宜股"切换成"在不低的位置找安全的行为结构"
## 前置铁律
```
R0: 大盘没稳 → 全部信号降一级
判断标准:深成指近3日是否止跌+止跌日放量
两个条件都满足 → 看板块/个股
任一不满足 → 只看大盘
```
---
## 第1层:确认"有主力"(不问价格问行为)
四查清单:
```
查1 低点建仓证据
条件:波段低点量价异常≥3次
标准:vol > MA20(vol) * 1.3 且 pct_chg > 0
判定:次数/数量 > 板块均值 = 主力最喜欢
查2 高点无逃跑
条件:波段高点卖出量 < 建仓量 20%
60-70% = 趋势转跌(逃跑)
20-60% = 调整(分歧)
<20% = 中继(洗盘)
查3 吸售状态
条件:下跌轨迹由快变慢(跌幅递减)
表现:连续阴线实体缩小+量缩
含义:老主力不舍得卖=抛压枯竭
查4 板块验证
条件:多板块主力分布+抱团 = 趋势前置
警告:单一细分独走 = 警惕(可能是个股行为非主力行为)
```
**通过标准**:查1+查2同时通过 → 进入第2层
**否决**:查2判定"逃跑" → 直接退出
---
## 第2层:过滤"可持续"(有主力≠能持续)
```
判1 共识五阶段定位
① 聪明钱建仓期 → 吃鱼身(最佳介入)
② 机构进来不走期 → 吃鱼腹(可介入)
③ 机构加速拉升期 → 鱼尾上半(轻仓跟)
④ 散户共识期 → 鱼尾下半(反向指标,减仓)
⑤ 主力出货期 → 不参与
判2 内生动力三要素
需求旺 ✓
供给不足 ✓
量价提升 ✓
→ 三要素≥2 = 强驱动
→ 政策驱动型只给反弹级预期
判3 硬锚≥2个
capex / BD授权 / 单机价值量 / 订单 / 财报连续性
挂不上锚的叙事 = 定性为故事(非主线)
判4 主线性 vs 热点性
主线性 = 潜伏建仓 + 硬基本面 + 持续 → 重仓死缠
热点性 = 事件刺激 + 无潜伏 + 短暂 → 不参与
判5 环境折价
大盘信号 → 全部降一级
④的信号当⑤用,⑤的信号无效
```
**通过标准**:判4判定"主线性" → 进入第3层
**否决**:判4判定"热点性" → 不参与
---
## 第3层:找介入点(支撑→止跌→买点三级)
### 支撑点(事前画防线)
```
锚1:主力换手成本区(前建仓成本区)
锚2:二线支撑+边际改善
锚3:前低/波段低点("砸不破前低"=V型买点一半)
锚4:均线只做定位(MA20/60失守=结构警报,但方向判断只认量价异常)
```
### 止跌点(行为确认,不是猜的)
```
① 下跌动能减弱(吸售)+ 缩量不破位
② 小额多次回流出现(机构做加法)
③ 低位看小时级订单流(散户被吓跑,日线量不大是常态)
```
### 买点(三买点白名单,外不看)
```
买点① V型洗盘(底部三步)
条件:砸下来不破前低 + 下午收回 + 缩量
60分钟级别当日进
性质:左侧偏右
买点② 龙形流入共振
条件:当日大额单次流入 + 板块大盘量能共振 + 非加速末端
性质:右侧确认,胜率最高
买点③ 回踩二次确认
条件:首波拉升后缩量回踩 + 不破主力成本区
先过七维鉴别(缩量洗盘70%+高位强势71%+单日大单50%降权)
性质:补货非出货
```
### 三问前置(买前必答)
```
Q1 主力在吗?(第1层已判)
Q2 成长在吗?(第2层已判)
Q3 止损多少?(买点必须能安放可承受止损)
→ 追高无合法止损 = 放弃
→ 仓位与确定性走
```
---
## 第4层:持有管理
```
双否决:
基本面未变 ∧ 主力无坏行为 = 持有
任一破坏 → 行动
止损三轨(靠纪律兜底不靠买得便宜兜底):
轨1:破关键支撑位(主力成本区/前低)
轨2:高点出逃信号(卖出>建仓量60%)
轨3:环境崩坏(大盘退潮+板块出逃)
```
---
## 执行顺序
```
① 拉大盘环境 → 判R0
② 拉目标个股60日数据
③ 第1层四查 → 有主力?
④ 第2层五判 → 可持续?
⑤ 第3层找介入点 → 支撑/止跌/买点
⑥ 三问前置 → 能安放止损?
⑦ 第4层持有管理 → 双否决
⑧ 输出:买点+止损+仓位+证伪条件
```
---
## 工具映射
| 层 | 工具 | 状态 |
|:---|:-----|:-----|
| R0 | market_state.py | ✅ |
| 查1-4 | mainforce_check.py(待建) | 🔨 |
| 判1 | consensus_stage.py(待建) | 🔨 |
| 判2-5 | 判断标准在框架中,可直接判 | ✅ |
| 买点 | bottom_structure_check.py + pullback_screener.py | ✅ |
| 止损 | position_guard.py | ✅ |
| 持有 | position_guard.py双否决 | ✅ |
**P0缺口**:mainforce_check.py + consensus_stage.py
[IMPORTANT: The user has invoked the "m60-tactical-entry" skill, indicating they want you to follow its instructions. The full skill content is loaded below.]
---
name: m60-tactical-entry
title: 60分钟战术层 — 精确买卖点捕捉
description: 60分钟找买卖点。日线定位置+主力,60分钟定精确入场/出场时机。收到个股分析请求时加载。
tags: [60分钟, 买卖点, 战术层, 盘感]
version: 1.0
author: Hermes Agent
date: 2026-08-27
license: internal
metadata:
hermes:
tags: [trading, intraday, entry-exit]
related_skills: [pangan-muscle-memory, pan-gan-signals]
---
## When to Use
- 个股日线分析通过后,需要精确买卖点时
- 用户问"什么时候买""什么时候卖""今天走势怎么看"
- 盘中异动捕捉
# 60分钟战术层 — 精确买卖点
> 周线看方向,日线定位置+主力,60分钟找买卖点。
> 日线告诉你"这只票有主力",60分钟告诉你"主力此刻在动手"。
## 一、三层时间框架
```
周线(参考)→ 日线(主战场)→ 60分钟(战术层)
↓ ↓ ↓
大方向 位置+主力 买卖时机
不决策 决策依据 执行依据
```
**铁律:不跳层。** 没过日线分析,不看60分钟。
## 二、60分钟买入信号(三类)
### 信号1:率先启动
```
条件:
□ 板块内大盘还在跌/震荡时,这只票60分钟先拉大阳
□ 涨幅>3%且量比前一日同时段放大
□ 是板块内第一个出现60分钟异动的
含义:有人在抢筹,板块联动的领头羊
动作:观察,等洗盘确认后买
```
### 信号2:V型洗盘(核心买点)
```
条件:
□ 早盘60分钟砸盘(跌幅>3%)
□ 洗盘低点不破前日低点(主力维护)
□ 下午60分钟拉回,收盘价≥开盘价
含义:主力在洗浮筹,不是出货
动作:下午拉回过程中买入(洗盘低点+3%~5%区间)
```
**实证:生益科技8/26**
- 09:30 高开128.62
- 10:30 砸到124.33(-3.4%)
- 洗盘低点124 > 前日低点122 → 守住 ✅
- 15:00 收回130.01 → V型洗盘确认 ✅
- 买入点:129(下午拉回过程中)
### 信号3:缩量横盘后突破
```
条件:
□ 连续2-3根60分钟K线缩量横盘(振幅<2%)
□ 某根60分钟突然放量突破平台上沿
□ 突破时量比>1.5
含义:主力洗完盘开始推
动作:突破确认后买入
```
## 三、60分钟卖出信号(三类)
### 信号1:高位放量滞涨
```
条件:
□ 连续2根60分钟放量(量比>1.5)但涨幅缩小
□ 或出现60分钟长上影线
含义:主力在高位派发
动作:减仓50%+
```
### 信号2:跌破60分钟平台
```
条件:
□ 横盘后跌破60分钟最低点
□ 收盘价跌破60分钟MA20
含义:支撑破了
动作:清仓
```
### 信号3:冲高回落破均线
```
条件:
□ 快速拉高后回落
□ 跌破60分钟MA20且不能收回
含义:短线见顶
动作:减仓或清仓
```
## 四、60分钟+日线联动判断
| 日线位置 | 60分钟信号 | 动作 |
|:---------|:----------|:-----|
| 低位 | 率先启动/V型洗盘 | 买入(主力在吸筹) |
| 低位 | 放量突破 | 加仓(主升浪启动) |
| 中位 | 缩量横盘后突破 | 持有/轻仓加 |
| 中位 | 高位放量滞涨 | 减仓 |
| 高位 | 任何买入信号 | 不追(高位非买点纪律,需回踩+主力确认,非位置=危险) |
| 高位 | 跌破平台 | 清仓 |
## 五、实操流程
```
每天收盘后(15:30-16:00):
1. 日线分析通过的票 → 拉60分钟数据
2. 检查三个买入信号(有没有?)
3. 检查三个卖出信号(要不要走?)
4. 记录判断 → --save落台账
盘中(可选):
1. 10:00 看60分钟第一根K线(方向确认器)
2. 11:00 看有没有V型洗盘信号
3. 14:00 看下午是否收回
4. 14:30 最终确认
```
## 六、关键提醒
**60分钟是战术层,不是决策层。** 它告诉你"什么时候动手",不告诉你"该不该动手"。
该不该动手 → 日线+大盘决定
什么时候动手 → 60分钟决定
**两者缺一不可:**
- 只看日线不看60分钟 → 买在高点/卖在低点
- 只看60分钟不看日线 → 在大盘暴跌时追涨
The user has provided the following instruction alongside the skill invocation: [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. [SILENT] is a literal ASCII control token — never translate or rephrase it, whatever language the rest of your answer uses. Never combine [SILENT] with content — either report your findings normally, or say [SILENT] and nothing more. FAILURE: If a delegated child fails and this cron run must be recorded as failed, put [CRON_FAILURE] on the first line by itself, then explain the child failure on following lines. RECURSION: This is a run of an EXISTING scheduled job — execute the task now. NEVER create or update a cron job because of recurring or future-schedule language in the task prompt below; treat phrasing like "each Monday" or "every day at 9" as context for this run, not as a request to schedule another job.]
## Output from job 'f06f0ff60f0c'
The following is the most recent output from a preceding cron job. Use it as context for your analysis.
```
# Cron Job: 进化简报-每日22:55(回测结果→明日校准)
**Job ID:** f06f0ff60f0c
**Run Time:** 2026-10-23 22:55:04
**Mode:** no_agent (script)
---
📈 进化简报 2026-10-23(窗口14天)
回测率: 100.0%(396/396 条近期判断已回测)
累计: 落账2181 已决1586 待决0
总命中: 54.9% [50~60%] n=399 (上期 17.8%) | 平均超额 -0.20pp
── 分方向 ──
回避 n=201 命中 53.7% [47~60%] 超额-0.5pp
看空 n= 80 命中 51.2% [40~62%] 超额+0.2pp
看多 n= 62 命中 58.1% [46~70%] 超额+0.8pp
中性 n= 54 命中 63.0% [50~75%] 超额-0.5pp ★可信
── 来源可信度(n≥10 才列)──
- 四维扫描 n=227 54.6%
- 节点转折+ftshare扫描-21:45 n= 27 59.3%
- 盘中-1130午盘 n= 23 47.8%
✗ 量价训练-每日提醒 n= 21 38.1%
✓ 盘中-1500收盘 n= 17 64.7%
✓ 龙头融合+确认链-21:40 n= 15 66.7%
✗ 盘中-1440尾盘 n= 12 41.7%
✓ 盘中-1400午后 n= 11 63.6%
⚪ 未排期部件(2026-10-17 裁决: jobs.json 里 0 个 cron,不计入停摆;恢复=先排期再移回 LOOP_PARTS):
· 超额制全量重算
· 经验学习闭环
· 每日判断练习仪(老板10-05指定)
用法: 下判断前先看本简报 —— 上面✅的来源可以更信,✗的来源要打折;🔴停摆部件是系统盲区。
```
## Script Output
The following data was collected by a pre-run script. Use it as context for your analysis.
```
{
"scan_time": "2026-10-26 10:30",
"trading_hours": true,
"sector_map_source": "stock_basic.industry(mootdx无有效行→本地兜底)",
"sectors": {
"sectors_top": [
{
"name": "供气供热",
"avg_pct": 1.26,
"up_ratio": 1.0,
"hot_count": 3,
"hot_stocks": []
},
{
"name": "医疗保健",
"avg_pct": 0.87,
"up_ratio": 1.0,
"hot_count": 2,
"hot_stocks": []
},
{
"name": "白酒",
"avg_pct": 0.86,
"up_ratio": 1.0,
"hot_count": 5,
"hot_stocks": []
},
{
"name": "建筑工程",
"avg_pct": 0.78,
"up_ratio": 1.0,
"hot_count": 2,
"hot_stocks": []
},
{
"name": "中成药",
"avg_pct": 0.22,
"up_ratio": 0.62,
"hot_count": 8,
"hot_stocks": []
},
{
"name": "造纸",
"avg_pct": 0.17,
"up_ratio": 0.5,
"hot_count": 2,
"hot_stocks": []
}
],
"sectors_bottom": [
{
"name": "通信设备",
"avg_pct": -5.53,
"up_ratio": 0.0,
"hot_count": 4,
"hot_stocks": [
"601869(-7.8%)",
"300502(-7.2%)",
"300308(-5.4%)"
]
},
{
"name": "纺织",
"avg_pct": -3.66,
"up_ratio": 0.0,
"hot_count": 3,
"hot_stocks": [
"002327(-5.5%)",
"002083(-3.9%)"
]
},
{
"name": "半导体",
"avg_pct": -3.02,
"up_ratio": 0.09,
"hot_count": 47,
"hot_stocks": [
"688270(-6.7%)",
"688419(-6.5%)",
"688432(-6.1%)",
"300236(-6.0%)",
"688352(-6.0%)"
]
},
{
"name": "化工原料",
"avg_pct": -2.99,
"up_ratio": 0.0,
"hot_count": 4,
"hot_stocks": [
"688353(-6.4%)",
"300769(-3.1%)"
]
},
{
"name": "元器件",
"avg_pct": -2.7,
"up_ratio": 0.12,
"hot_count": 8,
"hot_stocks": [
"600183(-8.7%)",
"002463(-6.5%)"
]
},
{
"name": "软件服务",
"avg_pct": -1.96,
"up_ratio": 0.0,
"hot_count": 3,
"hot_stocks": [
"300377(-3.3%)"
]
}
],
"sector_count": 22,
"sector_range": "+1.26% → -5.53%",
"sector_map_source": "stock_basic.industry(mootdx无有效行→本地兜底)"
},
"stocks": {
"gainers": [
{
"code": "300503",
"close": 64.86,
"pct": 4.11,
"vol_ratio": 0.97,
"pos": "46%",
"age": "25岁(健康拉升)",
"btype": "上升趋势(回踩)",
"escape": "",
"vol_t": 19.0
}
],
"losers": [
{
"code": "600183",
"close": 101.17,
"pct": -8.7,
"vol_ratio": 0.51,
"pos": "2%",
"age": "25岁(健康拉升)",
"btype": "下降趋势(反弹)",
"escape": "",
"vol_t": 31.0
},
{
"code": "601869",
"close": 297.4,
"pct": -7.85,
"vol_ratio": 0.44,
"pos": "17%",
"age": "25岁(健康拉升)",
"btype": "下降趋势(反弹)",
"escape": "",
"vol_t": 5.0
},
{
"code": "300502",
"close": 242.09,
"pct": -7.25,
"vol_ratio": 0.54,
"pos": "0%",
"age": "25岁(健康拉升)",
"btype": "下降趋势(反弹)",
"escape": "",
"vol_t": 29.0
},
{
"code": "688270",
"close": 44.88,
"pct": -6.69,
"vol_ratio": 0.63,
"pos": "0%",
"age": "25岁(健康拉升)",
"btype": "下降趋势(反弹)",
"escape": "",
"vol_t": 345.0
},
{
"code": "688419",
"close": 38.01,
"pct": -6.49,
"vol_ratio": 0.76,
"pos": "24%",
"age": "25岁(健康拉升)",
"btype": "下降趋势(反弹)",
"escape": "",
"vol_t": 164.0
}
],
"volume_surge": [
{
"code": "002077",
"close": 13.17,
"pct": 0.69,
"vol_ratio": 1.94,
"pos": "54%",
"age": "25岁(健康拉升)",
"btype": "上升趋势(回踩)",
"escape": "",
"vol_t": 58.0
},
{
"code": "002327",
"close": 5.54,
"pct": -5.46,
"vol_ratio": 1.59,
"pos": "0%",
"age": "35岁(正常拉升)",
"btype": "横盘震荡",
"escape": "",
"vol_t": 8.0
}
],
"escape_alerts": [],
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}
],
"total_scanned": 177
}
}
📊 因果基因(脚本自证)
- 数据源: mootdx block 概念板块映射(空则 stock_basic.industry 本地兜底) + DataHub.get_daily(60日) + /tmp/dynamic_scan.json缓存
- 分析路径: 个股涨跌反推板块热度 + 涨幅/跌幅/放量/逃顶检测(position_utils/wei_laoshi_patterns)
- 判断: 涨幅最大/跌幅最大/放量异动/逃顶预警四类清单(JSON),供盘中决策引用
[funnel-merge] sectors ← 111个行业 (全市场行业·S1 sina全市场实时快照 asof=20261026) | 原样本反推口径见上方 JSON 的 sector_map_source
## 位置与量能判读(量是因价是果)
- 扫描177只: 强势>3% 1只 / 弱势<-3% 5只 / 放量异动(量比>1.5) 2只(阈值=脚本口径)
- 位置五维·MA60分位: 低位<20% 5只 / 中位20-65% 3只 / 高位>65% 0只(规范口径 position_layer 20/65, 低位看价顶部看量)
- 量能三标准 [数据日20261026·源S1 sina全市场实时快照]: 今日 4.84亿手 vs 昨 9.17亿手 -47.3% | 近1220日分位 0% → 放量异动=增量确认候选(需突破配合) | 缩量止跌: 未触发(量缩, 深成指-2.02%) | 天量见天价: 未触发(分位0% vs 触发线95%)
- 逃顶预警0只: 无 → 高位看量, 触发票按减仓预案处理
## 主线识别·三漏斗+同比双层比
- 板块间(个股反推): 热度TOP 医药商业均值2.13%(上涨比0.86) vs 冷 黄金均值-6.02%(有效板块111个 区间+2.13% → -6.02%)
- 板块内双层比: TOP板块异动股 603716(+10.0%)/603233(+3.4%)/601607(+4.0%)(个股行情≠板块行为, 以分化>5pp为界看个股)
- 三漏斗①板块成交额>500亿 [数据日20261026·源S1 sina全市场实时快照]: 热度TOP 医药商业 34亿✗ | 乳制品 20亿✗ | 铁路 10亿✗ → 全市场过门 3/111 个行业; 成交TOP(资金在哪): 半导体1002亿 / 元器件883亿 / 通信设备537亿
- 三漏斗②产业链联动 [源 industry_chain 图谱·关键词+成分股归并, 局限:非官方产业链口径]: 医药商业→医药 同链1/3同向(互联网-0.7/化学制药-0.9/医药商业+2.1)✗ | 乳制品→无链映射·同业归并 22只 上涨16/下跌6 均值+1.6% [联动不可判·局限缺产业链映射] | 铁路→煤炭 同链2/4同向(港口+0.2/火力发电-0.4/煤炭开采-1.5/铁路+1.6)✓ → 可判过门 1/3
- 三漏斗③热度持续≥3天 [热度日=当日行业均值跑赢全市场均值; 序列源 sector_daily 5年+当日快照]: 医药商业 连续2天(近5日 -1.1/-1.8/-0.7/-0.2/+2.1)✗ | 乳制品 连续1天(近5日 -0.5/-1.0/+1.1/-3.6/+1.6)✗ | 铁路 连续2天(近5日 +0.3/-2.2/+0.2/-0.2/+1.6)✗ → 过门 0/3
- 三漏斗合成(TOP3, 数据层只给事实): 医药商业:①不过/②不过/③不过 | 乳制品:①不过/②待判(缺映射)/③不过 | 铁路:①不过/②过/③不过 → 三关全过 0/3 (主线由 AI 裁定, 数据层不下结论)
- 未过三漏斗 → 动态榜只当异动线索, 不当主线结论、不追高
## 情绪周期锚·仓位与证伪
- 涨停家数: 35 | 跌停: 27 | 炸板: 21 → 炸板率37.5% | 连板高度: 4板(600838连4板 / 000678连3板 / 603028连3板, 回看4个有池交易日) | 情绪七度: 恐慌→恐慌 [ftshare 20261026] → 五阶段(冰点/修复/发酵/高潮/退潮)由 AI 按此裁定, 数据层不下定论
- 仓位=min(大盘阶段,板块数): 大盘阶段: 闸门: ⛔ 关(只看大盘,不看板块/个股) ←源链路09:30闸门@2026-10-26 09:30:37 | 有效板块111个(源S1 sina全市场实时快照 asof=20261026) → 只给板块档, 仓位待闸门定
- 证伪: 若医药商业次日高开低走且量比>1.5 → 按一日游处理不追; 若逃顶票X继续放量新高 → 逃顶判据复核
📊 因果基因
- 数据源: data_hub(mootdx 分时/分钟K + westock 日K) + stock_basic.industry 板块映射 + 三漏斗字段(sina全市场实时→tushare日线→sector_daily 5年 三级降级阶梯; 情绪=ftshare涨跌停池; 闸门=链路09:30闸门; 产业链=industry_chain图谱)
- 分析路径: 10:30 全市场异动扫描 → 位置五维(MA60分位, 规范口径20/65) → 三漏斗(板块成交额/产业链联动/热度序列)+同比双层比 → 情绪锚仓位
- 判断: 缺字段一律标 [不可用] 并写明降级原因, 不下结论;三漏斗未过 → 动态榜只当异动线索不当主线
[chain] 10:30主线 已写入 /tmp/fugui_cron_output/
```
## ⚠️ 资金面三问(强制·2026-10-21 老板令:先答三问再引数据)
凡输出含资金面/主力行为判断(谁在买、主力意图、建仓/洗盘/出货/承接),必须在判断段**开头**先答三问:
1. **谁在买?** 主力四分类:汪汪队(维稳,反向指标)/ 大机构(产业逻辑,慢而长)/ 某庄(独立控盘)/ 游资(事件驱动,快)——不同类型决定你该用什么节奏跟。
2. **为什么买?** 位置+意图:低位建仓(吸筹/试盘)/ 中位洗盘(换手降阻力)/ 高位派发(借势出货)。同一量价在不同位置含义相反。
3. **买了之后会做什么?** 判断下一步动作:继续加仓 / 洗盘 / 拉升 / 出货——这是"脚印会变,走路的人不变"的那层意图。
**硬约束**:
- 三问是**答案层**,数据是**证据层**。先答三问,再用数据佐证;不得只报数据不下意图判断。
- 禁止把意图推断问题降级为"缺数据"问题——归纳法(阈值→回测→期望值)回答不了演绎问题(主力为什么这么做)。
- 三问答不出(证据不足)→ 明写"意图不明,不判断",禁止硬编一个主力动机。
---
你是富贵盘中分析师(10:30 主线漏斗)。上方【数据摘要】来自零token动态扫描:全市场异动(涨幅/放量/逃顶)、个股反推的板块热度、位置五维、三漏斗字段、情绪锚,以及上游链路(06:00晨报/08:00四维/09:30闸门/10:00感知)。
严格三段,先事实后判断:
① 现在资金在哪些板块:抄数据事实(热度TOP板块与均值、异动股、放量股、逃顶警报),做板块间与板块内的同比双层比(同比=主力探测器:同等条件谁跌得少涨得高)。
② 主线裁定+个股:过三漏斗(成交额>500亿/产业链联动/持续≥3天)才叫主线,没过就只当异动线索不追高;给出主线板块、每板块首期龙或补涨龙候选最多3只、匹配战法(登高望远/现龙在田/龙凤呈祥/三振)与60分钟入场观察点;环境仓位档必须给。
③ 证伪:主线假设与个股候选各配「如果价格走了对面我就错了」的可核对条件(价格/量能阈值+到期时点)。
必落 judgment_ledger:source=盘中-1030主线、date、direction、horizon、trigger、falsify、judgment、reason 三要素齐全(写入端拒收空件)。补正后不得清理隔离表:禁止对 judgments_rejected 执行任何 DELETE/UPDATE——它是复发台账,同 key 再拒由写入端自动记 last_seen/reject_count,人工删行=销毁证据(2026-10-20 根修接入)。
数据字段标「需补数据」时如实说缺字段、不许脑补数字;上游链路 ❌未产出要在结论里写明断链影响。
**Response Characters:** 1253
## Response
📈 盘中-10:30 主线漏斗 2026-10-26(闸门⛔关·影子池模式)
**⚠️ R0前置:09:30闸门关(深成指未止跌·-1.88%·缩量)→ 全部信号降一级,只观察不动钱、不给买点。环境仓位:0成。**
**① 资金面三问(先答三问再引数据)**
- **谁在买?** 恐慌日买盘只有两路小资金:医药商业+2.13%(34亿小成交=游资打防御脉冲)、供气供热/白酒等防御板块小红。而真正的巨量资金在**卖**——半导体1002亿成交、-3.02%、上涨比仅0.09,元器件883亿、通信设备537亿全是巨量下跌。这是大机构撤退,不是汪汪队护盘(跌停27家无承接)。
- **为什么买?** 避险挪仓:高位科技(半导体/通信设备/元器件)恐慌派发,少量资金往低位防御(医药/燃气/白酒)躲。位置=低位避险,不是建仓意图。
- **买了之后会做什么?** 医药34亿+三漏斗全不过+热度仅2天 → 大概率次日一日游脉冲,等回调不追;半导体巨量下跌后或有技术反抽,但55岁衰竭+恐慌未修复,反抽≠反转。
**资金事实(数据层)**:热度TOP 医药商业+2.13%(上涨比0.86)、供气供热+1.26、白酒+0.86 | 崩塌:通信设备-5.53(0上涨)、纺织-3.66、半导体-3.02(47只跌停潮) | 量能今日4.84亿手 vs 昨9.17亿手 **-47.3%,1220日分位0%=极度缩量** | 情绪:涨停35/跌停27/炸板率37.5%,恐慌→恐慌 | 逃顶预警0只 | 异动:300503+4.11%(上升回踩·中位46%)、002077放量1.94倍(上升回踩·54%)。
**② 主线裁定+个股**
- **三漏斗 0/3 过门 → 今日无主线。** 医药商业①成交34亿✗②产业链1/3同向✗③持续2天✗;铁路②过但①③✗。动态榜只当异动线索,**不追高**。
- 个股候选:闸门关 → **不给买点、不进池**。仅记录观察线索(影子池):300503(上升趋势回踩、中位46%、量比0.97健康)、002077(放量1.94倍温和上行、54%中位)——二者都属"上升趋势回踩"结构,**若**闸门翻绿可按买点③回踩二次确认复核,今日不动。
- 战法:无(闸门关,战法白名单不启用)。仓位:**0成(下跌环境+闸门关双锁)**。
**③ 证伪条件(可核对)**
- 主线假设「今日无主线」:若午后医药商业成交额破100亿且涨停≥3家、或任一板块三漏斗全过 → 无主线判断作废,复核升级。
- 大盘「恐慌未修复」:若深成指尾盘收复-1%内且量能较昨日不缩 → 降级判断修正。
- 观察线索300503:若明日跌破今日低点且放量 → 回踩买点候选剔除。
✅ 已落台账4条(judgment_ledger id 2953-2956,source=盘中-1030主线):大盘中性/半导体回避/医药商业中性/通信设备回避,均带trigger+falsify。隔离表未动。