revert(34337fc5): 恢复被知微二次stale提交覆盖的昨晚重构——batch/per_stock/stale_detector/fix_gateway_port/candidate_filter 回滚至1e71a2d8版本；她提交中的运行时文件(db-shm/db-wal/price_history/market_scan_summary)移出跟踪；保留其morning_health_check小果清理

deploy/profile-scripts/stale_detector.py

@@ -142,7 +142,7 @@ def main():
                 reassess_scripts.append(code)
                 print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
         if reassess_scripts:
-            # 调用 per_stock_reassess
+            # 调用 per_stock_reassess（每轮最多5只，防LLM慢导致整批超时；其余下轮继续）
             reassess_path = None
             for p in ['/home/hmo/MoFin/scripts/per_stock_reassess.py',
                       '/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
@@ -150,12 +150,20 @@ def main():
                     reassess_path = p
                     break
             if reassess_path:
-                for code in reassess_scripts:
-                    r = subprocess.run(['python3', reassess_path, code],
-                                     capture_output=True, text=True, timeout=60)
-                    out = r.stdout.strip()[:200] if r.stdout else ""
-                    err = r.stderr.strip()[:200] if r.stderr else ""
-                    print(f"  → {code}: exited={r.returncode} {out}")
+                MAX_PER_RUN = 5
+                batch = reassess_scripts[:MAX_PER_RUN]
+                if len(reassess_scripts) > MAX_PER_RUN:
+                    print(f"[AUTO_REASSESS] 本轮限{MAX_PER_RUN}只，剩余{len(reassess_scripts)-MAX_PER_RUN}只下轮继续")
+                for code in batch:
+                    try:
+                        # LLM 重评冷启动 20-100s，deepseek-v4-pro 更慢 → 480s
+                        r = subprocess.run(['python3', reassess_path, code],
+                                         capture_output=True, text=True, timeout=480)
+                        out = r.stdout.strip()[:200] if r.stdout else ""
+                        err = r.stderr.strip()[:200] if r.stderr else ""
+                        print(f"  → {code}: exited={r.returncode} {out}")
+                    except subprocess.TimeoutExpired:
+                        print(f"  → {code}: 超时480s（LLM仍慢），下轮重试")
     except Exception as e:
         print(f"[AUTO_REASSESS FAIL] {e}")
     # ----- 结束 自选股重评 -----