DB港股价格+成本修复回HKD原值

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%

data/candidate_pool.json

@@ -1,6 +1,6 @@
 {
-  "last_updated": "2026-07-03 13:42",
+  "last_updated": "2026-07-03 14:18",
-  "total_candidates": 11,
+  "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",
+        "entry_range": "63.5-66.0元",
-        "stop_loss": "56.0",
+        "stop_loss": "60.0元",
-        "target": "68.0-72.0"
+        "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",
+      "last_updated": "2026-07-03 14:14",
-      "num_observations": 1,
+      "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",
+        "entry_range": "46.5-49.0元",
-        "stop_loss": "40.0",
+        "stop_loss": "43.5元",
-        "target": "48.0-52.0"
+        "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",
+      "last_updated": "2026-07-03 14:14",
-      "num_observations": 1,
+      "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,
+      "zhiwei_reviewed": false,
+      "zhiwei_reviewed_at": null,
+      "promoted": false,
+      "promoted_at": null,
+      "dropped": false,
+      "drop_reason": null,
+      "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": [
+        {
+          "date": "2026-07-03 14:14",
+          "score": 8.0
+        }
+      ],
+      "zhiwei_star": null,
+      "zhiwei_reviewed": false,
+      "zhiwei_reviewed_at": null,
+      "promoted": false,
+      "promoted_at": null,
+      "dropped": false,
+      "drop_reason": null,
+      "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,
+      "score_history": [
+        {
+          "date": "2026-07-03 14:18",
+          "score": 8.5
+        }
+      ],
+      "zhiwei_star": null,
+      "zhiwei_reviewed": false,
+      "zhiwei_reviewed_at": null,
+      "promoted": false,
+      "promoted_at": null,
+      "dropped": false,
+      "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": [
+        {
+          "date": "2026-07-03 14:18",
+          "score": 8.0
+        }
+      ],
+      "zhiwei_star": null,
+      "zhiwei_reviewed": false,
+      "zhiwei_reviewed_at": null,
+      "promoted": false,
+      "promoted_at": null,
+      "dropped": false,
+      "drop_reason": null,
+      "trend_warning": false,
+      "trend_note": ""
+    },
+    {
+      "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,

data/portfolio.json

@@ -5,9 +5,9 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
-      "price": 1143.84,
+      "price": 1124.57,
-      "market_value": 114101.0,
+      "market_value": 112300.0,
-      "change_pct": 0.07,
+      "change_pct": -1.61,
       "currency": "CNY",
       "position_pct": 15.27,
       "_currency": "CNY"
@@ -16,34 +16,34 @@
       "code": "06869",
       "name": "长飞光纤光缆",
       "shares": 500,
-      "cost": 228.65,
+      "cost": 263.73,
-      "price": 177.39,
+      "price": 204.2,
-      "market_value": 89910.0,
+      "market_value": 88175.0,
-      "change_pct": 3.35,
+      "change_pct": 3.152,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 13.47,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "01478",
       "name": "丘钛科技",
       "shares": 11000,
-      "cost": 11.68,
+      "cost": 13.47,
-      "price": 6.09,
+      "price": 7.07,
-      "market_value": 67210.0,
+      "market_value": 67320.0,
-      "change_pct": 4.464,
+      "change_pct": 5.208,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 7.97,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "601899",
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
-      "price": 27.86,
+      "price": 27.88,
-      "market_value": 66864.0,
+      "market_value": 66888.0,
-      "change_pct": 5.93,
+      "change_pct": 6.01,
       "currency": "CNY",
       "position_pct": 7.34,
       "_currency": "CNY"
@@ -53,9 +53,9 @@
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
-      "price": 254.42,
+      "price": 252.41,
-      "market_value": 50842.0,
+      "market_value": 50496.0,
-      "change_pct": -0.5,
+      "change_pct": -1.29,
       "currency": "CNY",
       "position_pct": 6.31,
       "_currency": "CNY"
@@ -65,9 +65,9 @@
       "name": "中芯国际",
       "shares": 300,
       "cost": 126.07,
-      "price": 143.01,
+      "price": 141.28,
-      "market_value": 42600.0,
+      "market_value": 42324.0,
-      "change_pct": -0.76,
+      "change_pct": -1.96,
       "currency": "CNY",
       "position_pct": 5.44,
       "_currency": "CNY"
@@ -76,22 +76,22 @@
       "code": "01888",
       "name": "建滔积层板",
       "shares": 500,
-      "cost": 76.5,
+      "cost": 88.24,
-      "price": 73.96,
+      "price": 86.0,
-      "market_value": 37325.0,
+      "market_value": 37520.0,
-      "change_pct": 1.79,
+      "change_pct": 2.625,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 5.28,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "688639",
       "name": "华恒生物",
       "shares": 2800,
       "cost": 21.51,
-      "price": 16.71,
+      "price": 16.63,
-      "market_value": 46900.0,
+      "market_value": 46564.0,
-      "change_pct": -1.42,
+      "change_pct": -1.89,
       "currency": "CNY",
       "position_pct": 5.25,
       "_currency": "CNY"
@@ -101,9 +101,9 @@
       "name": "宁德时代",
       "shares": 100,
       "cost": 401.78,
-      "price": 380.88,
+      "price": 380.78,
-      "market_value": 38032.0,
+      "market_value": 38105.0,
-      "change_pct": -0.38,
+      "change_pct": -0.41,
       "currency": "CNY",
       "position_pct": 4.64,
       "_currency": "CNY"
@@ -112,58 +112,58 @@
       "code": "01211",
       "name": "比亚迪股份",
       "shares": 600,
-      "cost": 90.92,
+      "cost": 104.87,
-      "price": 71.4,
+      "price": 83.4,
-      "market_value": 43044.0,
+      "market_value": 43542.0,
-      "change_pct": 5.172,
+      "change_pct": 6.513,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 4.62,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "02202",
       "name": "万科企业",
       "shares": 19700,
-      "cost": 4.05,
+      "cost": 4.67,
-      "price": 1.99,
+      "price": 2.32,
-      "market_value": 39203.0,
+      "market_value": 39794.0,
-      "change_pct": 2.69,
+      "change_pct": 4.036,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 4.6,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "00700",
       "name": "腾讯",
       "shares": 100,
-      "cost": null,
+      "cost": 0.0,
-      "price": 374.72,
+      "price": 435.2,
-      "market_value": 37541.0,
+      "market_value": 37801.0,
-      "change_pct": 0.465,
+      "change_pct": 1.162,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": null,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "00981",
       "name": "中芯国际",
       "shares": 500,
-      "cost": 65.84,
+      "cost": 75.94,
-      "price": 67.63,
+      "price": 78.15,
-      "market_value": 34440.0,
+      "market_value": 33900.0,
-      "change_pct": -2.985,
+      "change_pct": -2.799,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 4.2,
-      "_currency": "CNY"
+      "_currency": "HKD"
     },
     {
       "code": "300548",
       "name": "长芯博创",
       "shares": 100,
       "cost": 231.46,
-      "price": 226.24,
+      "price": 222.45,
-      "market_value": 22599.0,
+      "market_value": 22236.0,
-      "change_pct": 1.91,
+      "change_pct": 0.2,
       "currency": "CNY",
       "position_pct": 3.2,
       "_currency": "CNY"
@@ -173,9 +173,9 @@
       "name": "黄金ETF华安",
       "shares": 2400,
       "cost": 12.19,
-      "price": 8.67,
+      "price": 8.66,
-      "market_value": 20832.0,
+      "market_value": 20784.0,
-      "change_pct": 2.32,
+      "change_pct": 2.22,
       "currency": "CNY",
       "position_pct": 2.45,
       "_currency": "CNY"
@@ -185,9 +185,9 @@
       "name": "中科电气",
       "shares": 1400,
       "cost": 22.29,
-      "price": 14.37,
+      "price": 14.3,
-      "market_value": 20062.0,
+      "market_value": 20006.0,
-      "change_pct": 1.41,
+      "change_pct": 0.92,
       "currency": "CNY",
       "position_pct": 2.42,
       "_currency": "CNY"
@@ -197,9 +197,9 @@
       "name": "模塑科技",
       "shares": 1400,
       "cost": 14.83,
-      "price": 17.66,
+      "price": 17.6,
-      "market_value": 25088.0,
+      "market_value": 24654.0,
-      "change_pct": 4.68,
+      "change_pct": 4.33,
       "currency": "CNY",
       "position_pct": 2.41,
       "_currency": "CNY"
@@ -209,9 +209,9 @@
       "name": "法拉电子",
       "shares": 100,
       "cost": 147.18,
-      "price": 160.15,
+      "price": 157.93,
-      "market_value": 15900.0,
+      "market_value": 15800.0,
-      "change_pct": -2.53,
+      "change_pct": -3.88,
       "currency": "CNY",
       "position_pct": 2.3,
       "_currency": "CNY"
@@ -220,21 +220,22 @@
       "code": "01088",
       "name": "中国神华",
       "shares": 500,
-      "cost": 39.79,
+      "cost": 45.89,
-      "price": 34.56,
+      "price": 39.97,
-      "market_value": 17305.0,
+      "market_value": 17340.0,
-      "change_pct": 0.657,
+      "change_pct": 0.909,
-      "currency": "CNY",
+      "currency": "HKD",
       "position_pct": 2.14,
-      "_currency": "CNY"
+      "_currency": "HKD"
     }
   ],
-  "total_assets": 859635.43,
+  "total_assets": 957656.13,
-  "total_mv": 779159.43,
+  "total_mv": 825534.2,
   "stock_value": null,
-  "cash": 80476.0,
+  "cash": 132121.93,
-  "frozen_cash": 0.0,
+  "frozen_cash": 0,
-  "position_pct": 90.64,
+  "position_pct": 86.2,
   "currency": "CNY",
-  "updated_at": "2026-07-03 13:44"
+  "updated_at": "2026-07-03 14:45",
+  "_source": "db_sync"
 }

data/price_events.json

@@ -9129,6 +9129,26 @@
       "event_label": "买入区间",
       "timestamp": "2026-07-03T13:30:30.458142",
       "date": "2026-07-03"
+    },
+    {
+      "code": "688981",
+      "name": "中芯国际",
+      "event_type": "stop_loss",
+      "price": 140.94,
+      "trigger_value": "140.94",
+      "event_label": "",
+      "timestamp": "2026-07-03T14:32:04.634438",
+      "date": "2026-07-03"
+    },
+    {
+      "code": "688981",
+      "name": "中芯国际",
+      "event_type": "stop_loss",
+      "price": 140.9,
+      "trigger_value": "140.94",
+      "event_label": "",
+      "timestamp": "2026-07-03T14:36:05.312970",
+      "date": "2026-07-03"
     }
   ]
 }

data/price_history.json

@@ -25,8 +25,8 @@
     {
       "date": "2026-07-03",
       "high": 1215.52,
-      "low": 1188.0,
+      "low": 1185.0,
-      "close": 1188.7
+      "close": 1195.45
     }
   ],
   "02202": [
@@ -61,8 +61,8 @@
     {
       "date": "2026-07-03",
       "high": 50.2,
-      "low": 48.4,
+      "low": 48.31,
-      "close": 48.44
+      "close": 49.06
     }
   ],
   "02359": [
@@ -118,7 +118,7 @@
       "date": "2026-07-03",
       "high": 502.0,
       "low": 444.55,
-      "close": 494.57
+      "close": 482.68
     }
   ],
   "06160": [
@@ -154,7 +154,7 @@
       "date": "2026-07-03",
       "high": 687.04,
       "low": 633.01,
-      "close": 646.83
+      "close": 644.5
     }
   ],
   "09868": [
@@ -196,7 +196,7 @@
       "date": "2026-07-03",
       "high": 757.88,
       "low": 713.0,
-      "close": 733.9
+      "close": 738.2
     }
   ],
   "300124": [
@@ -210,7 +210,7 @@
       "date": "2026-07-03",
       "high": 74.63,
       "low": 67.31,
-      "close": 73.13
+      "close": 72.22
     }
   ],
   "000657": [
@@ -224,7 +224,7 @@
       "date": "2026-07-03",
       "high": 101.5,
       "low": 87.88,
-      "close": 91.78
+      "close": 90.33
     }
   ],
   "000711": [
@@ -252,7 +252,7 @@
       "date": "2026-07-03",
       "high": 892.1,
       "low": 795.0,
-      "close": 887.87
+      "close": 882.5
     }
   ],
   "002594": [
@@ -264,9 +264,9 @@
     },
     {
       "date": "2026-07-03",
-      "high": 87.28,
+      "high": 88.78,
       "low": 81.9,
-      "close": 86.45
+      "close": 88.72
     }
   ],
   "00700": [
@@ -334,7 +334,7 @@
       "date": "2026-07-03",
       "high": 646.85,
       "low": 574.1,
-      "close": 635.0
+      "close": 620.31
     }
   ]
 }