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DB港股价格+成本修复回HKD原值

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笑笑重构把HK股的价格和成本都转CNY写入DB。
price_monitor同时改了新逻辑要写HKD，但DB已经是CNY，
两个方向打架导致建滔(-2.5%实际浮亏)被算成-15.5%。

修复：
  DB holdings表8只HK股的price和cost从CNY转回HKD
  currency改回HKD
  现金修正为132,121.93（Dad 7/3截图确认）
  总资产=957,656.13 仓位=86.2%
This commit is contained in:
知微
2026-07-03 14:42:30 +08:00
parent 5bd8af20ac
commit 0bfb819110
6 changed files with 271 additions and 114 deletions
Download Patch File Download Diff File Expand all files Collapse all files
data/candidate_pool.json
+150 -14
View File
@@ -1,6 +1,6 @@
{
"last_updated": "2026-07-03 13:42",
"total_candidates": 11,
"last_updated": "2026-07-03 14:18",
"total_candidates": 15,
"sectors_analyzed_today": [
"半导体",
"金属新材料",
@@ -605,21 +605,25 @@
"name": "拓普集团",
"sector": "汽车零部件",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "特斯拉/华为核心供应商，智能底盘+轻量化双轮驱动，Q2业绩预期强劲，资金持续加仓，技术面突破年线后回踩确认支撑。",
"xiaoguo_reason": "新能源底盘轻量化与空气悬架核心供应商，绑定特斯拉/理想/蔚来等头部车企，订单可见度高；业绩增速匹配估值，机构持仓稳定。",
"xiaoguo_strategy": {
"entry_range": "58.5-60.2",
"stop_loss": "56.0",
"target": "68.0-72.0"
"entry_range": "63.5-66.0元",
"stop_loss": "60.0元",
"target": "78.0-82.0元"
},
"verified_price": 62.43,
"verified_change": 10.01,
"added_at": "2026-07-03 13:40",
"last_updated": "2026-07-03 13:40",
"num_observations": 1,
"last_updated": "2026-07-03 14:14",
"num_observations": 2,
"score_history": [
{
"date": "2026-07-03 13:40",
"score": 8.5
},
{
"date": "2026-07-03 14:14",
"score": 8.5
}
],
"zhiwei_star": null,
@@ -669,21 +673,153 @@
"name": "伯特利",
"sector": "汽车零部件",
"xiaoguo_score": 8.2,
"xiaoguo_reason": "线控制动市占率领先，智能驾驶渗透率提升直接受益，研发壁垒高，技术面放量突破平台，资金介入明显。",
"xiaoguo_reason": "线控制动与ESP国产替代先锋，技术壁垒高；ADAS渗透率提升直接拉动需求，客户覆盖主流自主品牌及合资车企，估值处于历史中低位。",
"xiaoguo_strategy": {
"entry_range": "42.0-43.5",
"stop_loss": "40.0",
"target": "48.0-52.0"
"entry_range": "46.5-49.0元",
"stop_loss": "43.5元",
"target": "58.0-62.0元"
},
"verified_price": 27.65,
"verified_change": 9.98,
"added_at": "2026-07-03 13:40",
"last_updated": "2026-07-03 13:40",
"num_observations": 1,
"last_updated": "2026-07-03 14:14",
"num_observations": 2,
"score_history": [
{
"date": "2026-07-03 13:40",
"score": 8.2
},
{
"date": "2026-07-03 14:14",
"score": 8.2
}
],
"zhiwei_star": null,
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"trend_warning": false,
"trend_note": ""
},
{
"code": "002050",
"name": "三花智控",
"sector": "汽车零部件",
"xiaoguo_score": 8.0,
"xiaoguo_reason": "全球热管理龙头，深度受益电动车渗透率提升；积极布局机器人机电执行器，第二增长曲线明确；需关注行业价格战对毛利率的短期扰动。",
"xiaoguo_strategy": {
"entry_range": "27.0-28.5元",
"stop_loss": "25.5元",
"target": "34.0-36.0元"
},
"verified_price": 48.6,
"verified_change": 8.19,
"added_at": "2026-07-03 14:14",
"last_updated": "2026-07-03 14:14",
"num_observations": 1,
"score_history": [
{
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"score": 8.0
}
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"zhiwei_star": null,
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"promoted_at": null,
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"trend_warning": false,
"trend_note": ""
},
{
"code": "002475",
"name": "立讯精密",
"sector": "消费电子",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "苹果AI手机核心代工龙头，MR/汽车电子第二曲线加速落地，业绩确定性强，机构资金持续加仓，技术面呈多头排列。",
"xiaoguo_strategy": {
"entry_range": "38.5-39.8元",
"stop_loss": "36.5元",
"target": "45.0元"
},
"verified_price": 65.2,
"verified_change": 7.06,
"added_at": "2026-07-03 14:18",
"last_updated": "2026-07-03 14:18",
"num_observations": 1,
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"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "002241",
"name": "歌尔股份",
"sector": "消费电子",
"xiaoguo_score": 8.0,
"xiaoguo_reason": "VR/AR声学及光学组件全球龙头，Meta/苹果订单预期回暖，估值处于历史中低位，弹性大且资金介入明显。",
"xiaoguo_strategy": {
"entry_range": "22.0-23.2元",
"stop_loss": "20.5元",
"target": "28.0元"
},
"verified_price": 22.2,
"verified_change": 2.21,
"added_at": "2026-07-03 14:18",
"last_updated": "2026-07-03 14:18",
"num_observations": 1,
"score_history": [
{
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"score": 8.0
}
],
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},
{
"code": "300433",
"name": "蓝思科技",
"sector": "消费电子",
"xiaoguo_score": 7.5,
"xiaoguo_reason": "玻璃盖板与精密结构件双轮驱动，AI终端外观创新（陶瓷/微晶玻璃）直接受益，业绩拐点明确，技术面突破年线。",
"xiaoguo_strategy": {
"entry_range": "15.8-16.5元",
"stop_loss": "14.8元",
"target": "20.0元"
},
"verified_price": 52.41,
"verified_change": 3.39,
"added_at": "2026-07-03 14:18",
"last_updated": "2026-07-03 14:18",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 14:18",
"score": 7.5
}
],
"zhiwei_star": null,