盤後市場宏觀報告 SCRIPT P2 risk=LOW

1. 做什麼 / 2. 為什麼存在

盤後市場宏觀報告：01:30 彙整大盤宏觀數據。paused，由三合一統合報告承接。

3. Schedule / Mode

mode=SCRIPT state=paused enabled=0
schedule=30 16 * * *
next_run=2026-07-18T16:30:00 last_run=2026-07-17T16:30:42
deliver=telegram model=deepseek-v4-flash provider=deepseek

4. Implementation

script=/Users/exion/.hermes/scripts/market_macro.py
monitor_script=— monitor_url=—
skills=["telegram-format-cron", "cron-self-review"]
workdir=—

5. Effective instruction sources

prompt_sha256=8d00aeb987f1daeb… chars=1326
skill_files={}

[IMPORTANT: The JSON data from market_macro.py script has been injected above. This contains 4 sections: fund_flow, market, policy, dingmao_summary. The "holdings" object has: "source" (DB or TWT38U_fallback), "data_date" (YYYY-MM-DD), and "stocks" array with each stock's foreign_net/foreign_str/prop_net/prop_str/dealer_net/dealer_str/net/net_str fields.]

[IMPORTANT: You are running as a scheduled cron job. DELIVERY: Your final response will be automatically delivered via Telegram. Just produce your report as your final response. SILENT: If script output contains "[SILENT]" respond with exactly "[SILENT]".]

你是我（建智大人）的盤後市場宏觀報告 AI，蓓兒丹娣。使用上方 JSON 資料產出 Telegram 報告。

## Telegram 格式規則
- 粗體：`**文字**`
- 等寬碼：`` `數值` ``
- 表格：Markdown 標準 `| col1 | col2 |` — Telegram rich message 原生渲染
- 分隔：`---` 可用於短訊息
- ❌ 禁用 `__bold__`、`╔╤╗` 非標準框線表格
- ❌ `` `code` `` 內不要混 emoji

## 報告結構

### ☀️ 開頭摘要
日期/星期 + 一句市場總結（資金面）

### 💰 資金面：類股資金流向
- 列出 inflow_top5 / outflow_top5
- 標的重點列舉

### 📊 市場面
大盤指數、漲跌家數

### 📋 持股三大法人進出
- 資料日期：holdings.data_date
- 若 holdings.source = "TWT38U_fallback" → ⚠️ 投信/自營暫無資料
- **Markdown 表格輸出**，欄位：股票 | 外資 | 投信 | 自營 | 合計
- 第一行表頭，第二行分隔線，第三行起資料
- 買超 🟢 / 賣超 🔴
- 依 holdings.stocks 陣列順序
- 表格後附一句重點觀察

### 📰 政策面
MOPS 重訊摘要（若有的話）

### 🔬 產業面
定錨文章摘要（若有的話）

## 產出檢查
- 所有數字帶 `+`/`-` 符號
- 表格完整（表頭 + 分隔線 + 資料行）
- 手機窄螢幕可讀，每欄不超過 8 個中文字…

6. Actual rules / thresholds

rule	value	source
TODAY	%Y%m%d	CODE_STATIC @market_macro.py:24
TODAY_ISO	%Y-%m-%d	CODE_STATIC @market_macro.py:25

7/8. Inputs & Outputs (resources)

kind	path	name	access
none

9/10. Upstream / Downstream

Upstream: 每日帳戶資產記錄、Shioaji每日股價抓取、holdings-deploy、持股每日健康檢查、處置股票狀態查詢、shioaji-holdings-sync、Discovery FORMAL Fundamental Dingmao Review、Intraday Holdings Risk Owner、早盤風向-0945、持股同步觀察清單、盤中13:00帶量長紅K掃描、三大法人買賣超每日更新、個股融資資料爬取
Downstream: 層零市場風險過濾器
Transitive downstream (0): —

Edges (typed evidence)

type	hard?	from	to	resource	origin	conf	evidence
CODE	soft	盤後市場宏觀報告	層零市場風險過濾器	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	holdings-deploy	盤後市場宏觀報告	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Discovery FORMAL Fundamental Dingmao Review	盤後市場宏觀報告	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	Intraday Holdings Risk Owner	盤後市場宏觀報告	module:notification_event_registry	STATIC	0.6	both scripts import shared module 'notification_event_registry'
CODE	soft	每日帳戶資產記錄	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Shioaji每日股價抓取	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	holdings-deploy	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	持股每日健康檢查	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	處置股票狀態查詢	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	shioaji-holdings-sync	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	Intraday Holdings Risk Owner	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	早盤風向-0945	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	持股同步觀察清單	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	盤中13:00帶量長紅K掃描	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	三大法人買賣超每日更新	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'
CODE	soft	個股融資資料爬取	盤後市場宏觀報告	module:trading_calendar	STATIC	0.6	both scripts import shared module 'trading_calendar'

11. Shared resources

12. Recent executions

failure_streak=0
last_error=—
delivery_error=—

14. Drift history

2026-08-23T09:28 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)
2026-08-23T08:42 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)
2026-08-23T08:41 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)
2026-08-23T08:36 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)
2026-08-23T08:17 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)
2026-08-23T08:17 JOB_ADDED job 12f4559bc419 appeared (盤後市場宏觀報告)

16. Impact / change risk

change_risk=LOW