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data_snapshot统一数据入口+DB银行locked修复+建滔/现金修正

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data_snapshot.py: 所有报告脚本的唯一数据入口(通过mo_data读DB)
price_monitor.py: DB写入加了3次重试+PRAGMA busy_timeout=5000
quality gate: 新增GATE_PROFIT_EXISTS(止盈=0拦截)+GATE_9D_ANALYSIS
建滔(01888) DB已修正: price=84.9 HKD, cost=88.23 HKD, 浮亏-3.8%
现金已修正: 132,121.93 (frozen=0)
This commit is contained in:
知微
2026-07-03 10:12:21 +08:00
parent e31bb9e089
commit 1bb83c715d
9 changed files with 1431 additions and 1282 deletions
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data/decisions.json
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data/multi_tf_cache.json
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@@ -1254,7 +1254,7 @@
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data/portfolio.json
+554 -101
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@@ -5,236 +5,689 @@
"name": "中际旭创",
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"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=1222.01 MA10=1280.59 MA20=1239.5 MA60=1033.3",
"multi_tf_context": "震荡/无明显方向 | MA20=1239.5 | MA60=1033.3 | 长撑:MA60=1033.3 | 长压:日强阻=1416.88",
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"timing_signal": "持有"
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{
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"action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损205.71 | 目标300.74 | 买入区239.4~251.37 | 信号:持有",
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"action": "深套持有 | 深套持有 | 止损184.35 | 目标0 | 买入区180.54~210.63 | 信号:持有",
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"timing_signal": "持有"
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"action": "深套持有 | 深套持有 | 止损6.18 | 目标7.2 | 买入区6.17~7.2 | 信号:持有",
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"multi_tf_context": "震荡/无明显方向 | MA20=9.5 | MA60=8.86 | 长撑:日强支撑=6.6 | 长压:周强阻=10.5",
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"timing_signal": "持有"
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"entry_high": 29.07,
"action": "深套持有 | 深套持有 | 止损25.45 | 目标0 | 买入区24.92~29.07 | 信号:持有",
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"multi_tf_context": "震荡/无明显方向 | MA20=37.18 | MA60=36.52 | 长撑:日弱支撑=24.7 | 长压:周强阻=35.62",
"reassessed_at": "2026-07-03 10:12",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "深套持有",
"timing_signal": "持有"
},
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"stop_loss": 25.45,
"entry_zone": "24.92~29.07"
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"market_value": 66480.0
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{
"code": "688411",
"name": "海博思创",
"shares": 200,
"cost": 266.95,
"price": 257.19,
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"currency": "CNY",
"position_pct": 6.31,
"_currency": "CNY"
"is_active": 1,
"price": 258.18,
"change_pct": 0.97,
"currency": "CNY",
"stop_loss": 240.2,
"take_profit": 0,
"entry_low": 231.75,
"entry_high": 270.38,
"action": "持有观察 | 止损246.94 | 目标309.13 | 买入区244.27~256.48 | 信号:持有",
"strategy_updated": "2026-07-01 15:02",
"analysis": {
"stop_loss": 240.2,
"take_profit": 0,
"entry_low": 231.75,
"entry_high": 270.38,
"action": "持有观察 | ⚠️盈亏比极低，关注 | 止损240.2 | 目标0 | 买入区231.75~270.38 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=270.94 MA10=273.7 MA20=265.98 MA60=254.7",
"multi_tf_context": "震荡/无明显方向 | MA20=265.98 | MA60=254.7 | 长撑:日弱支撑=236.93 | 长压:周强阻=307.58",
"reassessed_at": "2026-07-03 10:12",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
"stop_loss": 240.2,
"entry_zone": "231.75~270.38"
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"market_value": 51636.0
},
{
"code": "688981",
"name": "中芯国际",
"shares": 300,
"cost": 126.07,
"price": 142.58,
"market_value": 42555.0,
"change_pct": -1.05,
"currency": "CNY",
"position_pct": 5.44,
"_currency": "CNY"
"is_active": 1,
"price": 143.1,
"change_pct": -0.69,
"currency": "CNY",
"stop_loss": 138.23,
"take_profit": 0,
"entry_low": 128.26,
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"action": "盈利良好 | 止损149.85 | 目标176.42 | 买入区148.9~156.34 | 信号:持有",
"strategy_updated": "2026-07-01 15:02",
"analysis": {
"stop_loss": 138.23,
"take_profit": 0,
"entry_low": 128.26,
"entry_high": 149.64,
"action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损138.23 | 目标0 | 买入区128.26~149.64 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=151.43 MA10=149.35 MA20=138.9 MA60=125.49",
"multi_tf_context": "震荡/无明显方向 | MA20=138.9 | MA60=125.49 | 长撑:MA20=138.9 | 长压:日强阻=166.88",
"reassessed_at": "2026-07-03 10:12",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
"stop_loss": 138.23,
"entry_zone": "128.26~149.64"
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"market_value": 42930.0
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{
"code": "01888",
"name": "建滔积层板",
"shares": 500,
"cost": 88.23,
"price": 73.83,
"market_value": 36870.0,
"change_pct": 1.611,
"currency": "CNY",
"position_pct": 5.28,
"_currency": "CNY"
"is_active": 1,
"price": 72.48,
"change_pct": -0.239,
"currency": "CNY",
"stop_loss": 79.15,
"take_profit": 0,
"entry_low": 76.36,
"entry_high": 89.09,
"action": "盈利良好 | 止损92.33 | 目标103.21 | 买入区94.93~99.68 | 信号:持有",
"strategy_updated": "2026-07-01 15:01",
"analysis": {
"stop_loss": 79.15,
"take_profit": 0,
"entry_low": 76.36,
"entry_high": 89.09,
"action": "持有观察 | ⚠️盈亏比极低，关注 | 止损79.15 | 目标0 | 买入区76.36~89.09 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=96.4 MA10=93.52 MA20=78.64 MA60=51.2",
"multi_tf_context": "多周期看多 | MA20=78.64 | MA60=51.2 | 长撑:MA20=78.64 | 长压:日强阻=107.2",
"reassessed_at": "2026-07-03 10:11",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
"stop_loss": 79.15,
"entry_zone": "76.36~89.09"
},
"market_value": 36240.0
},
{
"code": "688639",
"name": "华恒生物",
"shares": 2800,
"cost": 21.51,
"price": 16.73,
"market_value": 46676.0,
"change_pct": -1.3,
"currency": "CNY",
"position_pct": 5.25,
"_currency": "CNY"
"is_active": 1,
"price": 16.74,
"change_pct": -1.24,
"currency": "CNY",
"stop_loss": 14.47,
"take_profit": 0,
"entry_low": 15.06,
"entry_high": 17.57,
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"action": "深套持有 | 深套持有 | 止损14.47 | 目标0 | 买入区15.06~17.57 | 信号:持有",
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"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
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"entry_high": 86.68,
"action": "深套持有 | 深套持有 | 止损66.58 | 目标73.73 | 买入区65.2~76.07 | 信号:持有",
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"action": "深套持有 | 深套持有 | 止损75.87 | 目标0 | 买入区74.3~86.68 | 信号:持有",
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"multi_tf_context": "多周期看多 | MA20=98.23 | MA60=98.39 | 长撑:日弱支撑=72.2 | 长压:日强阻=96.7",
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"action_note": "深套持有",
"timing_signal": "持有"
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"action_note": "深套持有",
"timing_signal": "持有"
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"currency": "CNY",
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"analysis": {
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"take_profit": 0,
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"entry_high": 453.49,
"action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 损426.82 | 盈0 | 买435.71~453.49",
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"multi_tf_context": "多周期看多 | MA20=615.5 | MA60=559.52 | 长撑:日弱支撑=412.6 | 长压:周强阻=526.5",
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"status": "review",
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"action_note": "⚠️盈亏比不足1:1.5，不建议买入",
"timing_signal": "信号不充分"
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{
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"currency": "CNY",
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"entry_high": 82.74,
"action": "盈利良好 | 止损86.72 | 目标96.86 | 买入区84.8~89.04 | 信号:持有",
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"entry_high": 82.74,
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"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
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{
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"entry_high": 236.37,
"action": "盈利良好 | 止损246.38 | 目标291.58 | 买入区241.67~253.75 | 信号:持有",
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"analysis": {
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"entry_low": 202.6,
"entry_high": 236.37,
"action": "持有观察 | ⚠️盈亏比极低，关注 | 止损209.99 | 目标0 | 买入区202.6~236.37 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=253.97 MA10=270.01 MA20=255.06 MA60=248.13",
"multi_tf_context": "震荡/无明显方向 | MA20=255.06 | MA60=248.13 | 长撑:日弱支撑=213.79 | 长压:日强阻=309.98",
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"status": "updated",
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"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
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{
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"entry_high": 9.12,
"action": "深套持有 | 深套持有 | 止损7.45 | 目标8.58 | 买入区7.44~8.68 | 信号:持有",
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"analysis": {
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"take_profit": 0,
"entry_low": 7.81,
"entry_high": 9.12,
"action": "深套持有 | 深套持有 | 止损8.21 | 目标0 | 买入区7.81~9.12 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=9.45 MA10=9.58 MA20=10.01 MA60=10.34",
"multi_tf_context": "震荡/无明显方向 | MA20=10.01 | MA60=10.34 | 长撑:日弱支撑=8.25 | 长压:月强阻=11.42",
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"status": "updated",
"rr_ratio": 0.0,
"action_note": "深套持有",
"timing_signal": "持有"
},
"trigger": {
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{
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"cost": 22.29,
"price": 14.25,
"market_value": 19936.0,
"change_pct": 0.56,
"currency": "CNY",
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"_currency": "CNY"
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"price": 14.39,
"change_pct": 1.55,
"currency": "CNY",
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"take_profit": 0,
"entry_low": 12.94,
"entry_high": 15.1,
"action": "深套持有 | 深套持有 | 止损13.01 | 目标15.14 | 买入区13.0~15.16 | 信号:持有",
"strategy_updated": "2026-07-01 15:01",
"analysis": {
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"take_profit": 0,
"entry_low": 12.94,
"entry_high": 15.1,
"action": "深套持有 | 深套持有 | 止损12.95 | 目标0 | 买入区12.94~15.1 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=21.7 MA10=21.88 MA20=22.15 MA60=21.44",
"multi_tf_context": "震荡/无明显方向 | MA20=22.15 | MA60=21.44 | 长撑:日强支撑=13.74 | 长压:日强阻=18.23",
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"status": "updated",
"rr_ratio": 0.0,
"action_note": "深套持有",
"timing_signal": "持有"
},
"trigger": {
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"entry_zone": "12.94~15.1"
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{
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"cost": 14.83,
"price": 17.19,
"market_value": 23870.0,
"change_pct": 1.9,
"currency": "CNY",
"position_pct": 2.41,
"_currency": "CNY"
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"price": 17.38,
"change_pct": 3.02,
"currency": "CNY",
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"entry_low": 15.64,
"entry_high": 18.25,
"action": "盈利持有 | ⚠️盈亏比极低，关注 | 止损13.91 | 目标15.54 | 买入区13.32~14.09 | 信号:持有",
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"analysis": {
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"take_profit": 0,
"entry_low": 15.64,
"entry_high": 18.25,
"action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损16.86 | 目标0 | 买入区15.64~18.25 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=14.99 MA10=14.9 MA20=15.45 MA60=13.81",
"multi_tf_context": "震荡/无明显方向 | MA20=15.45 | MA60=13.81 | 长撑:MA20=15.45 | 长压:日强阻=18.66",
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"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
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"entry_zone": "15.64~18.25"
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{
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"cost": 147.18,
"price": 159.02,
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"change_pct": -3.21,
"currency": "CNY",
"position_pct": 2.3,
"_currency": "CNY"
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"price": 158.5,
"change_pct": -3.53,
"currency": "CNY",
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"take_profit": 0,
"entry_low": 142.66,
"entry_high": 166.44,
"action": "盈利良好 | 止损169.99 | 目标188.19 | 买入区175.29~184.05 | 信号:持有",
"strategy_updated": "2026-07-01 15:02",
"analysis": {
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"take_profit": 0,
"entry_low": 142.66,
"entry_high": 166.44,
"action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损153.75 | 目标0 | 买入区142.66~166.44 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=183.16 MA10=178.82 MA20=169.12 MA60=145.24",
"multi_tf_context": "多周期看多 | MA20=169.12 | MA60=145.24 | 长撑:日弱支撑=144.6 | 长压:日强阻=198.8",
"reassessed_at": "2026-07-03 10:11",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
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"entry_zone": "142.66~166.44"
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{
"code": "01088",
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"cost": 45.89,
"price": 34.61,
"market_value": 17375.0,
"change_pct": 0.808,
"currency": "CNY",
"position_pct": 2.14,
"_currency": "CNY"
"is_active": 1,
"price": 34.68,
"change_pct": 1.01,
"currency": "CNY",
"stop_loss": 37.16,
"take_profit": 0,
"entry_low": 35.86,
"entry_high": 41.83,
"action": "持有观察 | ⚠️盈亏比偏低(1:1.4)，不建议加仓 | 止损38.92 | 目标41.97 | 买入区39.41~40.45 | 信号:持有",
"strategy_updated": "2026-07-01 15:01",
"analysis": {
"stop_loss": 37.16,
"take_profit": 0,
"entry_low": 35.86,
"entry_high": 41.83,
"action": "持有观察 | ⚠️盈亏比极低，关注 | 止损37.16 | 目标0 | 买入区35.86~41.83 | 信号:持有",
"tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=39.82 MA10=40.55 MA20=41.11 MA60=43.93",
"multi_tf_context": "震荡/无明显方向 | MA20=41.11 | MA60=43.93 | 长撑:日强支撑=39.16 | 长压:月强阻=49.62",
"reassessed_at": "2026-07-03 10:11",
"status": "updated",
"rr_ratio": 0.0,
"action_note": "⚠️盈亏比极低，关注",
"timing_signal": "持有"
},
"trigger": {
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}
data/price_events.json
+90
View File
@@ -8129,6 +8129,96 @@
"event_label": "买入区间",
"timestamp": "2026-07-03T10:02:32.827241",
"date": "2026-07-03"
},
{
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"price": 833.01,
"trigger_value": "813.4~839.34",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:04:34.741797",
"date": "2026-07-03"
},
{
"code": "002594",
"name": "比亚迪",
"event_type": "entry_zone",
"price": 86.43,
"trigger_value": "85.36~86.91",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:04:34.887412",
"date": "2026-07-03"
},
{
"code": "002594",
"name": "比亚迪",
"event_type": "entry_zone",
"price": 86.7,
"trigger_value": "85.36~86.91",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:06:24.350811",
"date": "2026-07-03"
},
{
"code": "000657",
"name": "中钨高新",
"event_type": "entry_zone",
"price": 89.52,
"trigger_value": "87.58~91.16",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:06:31.053501",
"date": "2026-07-03"
},
{
"code": "000711",
"name": "ST京蓝",
"event_type": "entry_zone",
"price": 5.26,
"trigger_value": "5.15~5.26",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:06:31.294747",
"date": "2026-07-03"
},
{
"code": "688630",
"name": "芯碁微装",
"event_type": "entry_zone",
"price": 483.74,
"trigger_value": "469.15~483.96",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:06:32.424388",
"date": "2026-07-03"
},
{
"code": "300124",
"name": "汇川技术",
"event_type": "entry_zone",
"price": 70.95,
"trigger_value": "69.77~71.32",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:08:08.831403",
"date": "2026-07-03"
},
{
"code": "000657",
"name": "中钨高新",
"event_type": "entry_zone",
"price": 89.22,
"trigger_value": "87.61~91.19",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:10:29.733468",
"date": "2026-07-03"
},
{
"code": "688630",
"name": "芯碁微装",
"event_type": "entry_zone",
"price": 484.03,
"trigger_value": "474.07~486.19",
"event_label": "买入区间",
"timestamp": "2026-07-03T10:10:33.373526",
"date": "2026-07-03"
}
]
}
data/price_history.json
+17 -17
View File
@@ -26,7 +26,7 @@
"date": "2026-07-03",
"high": 1215.52,
"low": 1190.51,
"close": 1198.51
"close": 1200.55
}
],
"02202": [
@@ -48,7 +48,7 @@
"date": "2026-07-03",
"high": 53.0,
"low": 51.7,
"close": 52.6
"close": 52.55
}
],
"601318": [
@@ -62,7 +62,7 @@
"date": "2026-07-03",
"high": 50.2,
"low": 48.8,
"close": 49.0
"close": 48.99
}
],
"02359": [
@@ -76,7 +76,7 @@
"date": "2026-07-03",
"high": 158.7,
"low": 151.1,
"close": 152.5
"close": 153.0
}
],
"02388": [
@@ -90,7 +90,7 @@
"date": "2026-07-03",
"high": 42.98,
"low": 41.94,
"close": 42.84
"close": 42.76
}
],
"02628": [
@@ -104,7 +104,7 @@
"date": "2026-07-03",
"high": 29.08,
"low": 27.5,
"close": 28.74
"close": 28.56
}
],
"688630": [
@@ -118,7 +118,7 @@
"date": "2026-07-03",
"high": 499.95,
"low": 444.55,
"close": 481.8
"close": 486.52
}
],
"06160": [
@@ -130,7 +130,7 @@
},
{
"date": "2026-07-03",
"high": 183.3,
"high": 183.8,
"low": 171.9,
"close": 182.1
}
@@ -154,7 +154,7 @@
"date": "2026-07-03",
"high": 687.04,
"low": 633.01,
"close": 645.6
"close": 645.0
}
],
"09868": [
@@ -168,7 +168,7 @@
"date": "2026-07-03",
"high": 53.7,
"low": 49.3,
"close": 50.15
"close": 50.8
}
],
"09988": [
@@ -182,7 +182,7 @@
"date": "2026-07-03",
"high": 97.4,
"low": 93.55,
"close": 95.45
"close": 95.65
}
],
"688802": [
@@ -196,7 +196,7 @@
"date": "2026-07-03",
"high": 733.99,
"low": 713.0,
"close": 721.1
"close": 724.96
}
],
"300124": [
@@ -210,7 +210,7 @@
"date": "2026-07-03",
"high": 71.79,
"low": 67.31,
"close": 70.75
"close": 71.29
}
],
"000657": [
@@ -224,7 +224,7 @@
"date": "2026-07-03",
"high": 101.5,
"low": 88.23,
"close": 90.01
"close": 89.1
}
],
"000711": [
@@ -252,7 +252,7 @@
"date": "2026-07-03",
"high": 872.83,
"low": 795.0,
"close": 831.0
"close": 843.79
}
],
"002594": [
@@ -266,7 +266,7 @@
"date": "2026-07-03",
"high": 87.28,
"low": 81.9,
"close": 86.58
"close": 86.74
}
],
"00700": [
@@ -310,7 +310,7 @@
"date": "2026-07-03",
"high": 13.19,
"low": 12.63,
"close": 13.11
"close": 13.12
}
],
"01088": [
price_monitor.py
+15 -7
View File
@@ -266,13 +266,21 @@ def refresh_data_prices():
pf['total_assets'] = calc_total_assets(pf)
pf['position_pct'] = calc_position_pct(pf)
# DB 写入（替代 json.dump，强制币种约束）
try:
conn = get_conn()
write_holdings_batch(conn, pf['holdings'])
write_portfolio_summary(conn, pf)
conn.close()
except Exception as e:
print(f" [DB写入失败] {e}", flush=True)
for attempt in range(3):
try:
conn = get_conn()
conn.execute("PRAGMA busy_timeout=5000") # 等待5秒而非立即放弃
write_holdings_batch(conn, pf['holdings'])
write_portfolio_summary(conn, pf)
conn.close()
if attempt > 0:
print(f" [DB写入 OK after {attempt+1} retries]", flush=True)
break
except Exception as e:
if attempt < 2:
import time; time.sleep((attempt+1)*1)
else:
print(f" [DB写入失败 3次重试后放弃] {e}", flush=True)
# 保留 JSON 副本作为冷备
json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
elif pf.get('updated_at'):
scripts/data_snapshot.py
+24
View File
@@ -0,0 +1,24 @@
#!/usr/bin/env python3
"""统一数据快照 — 所有报告脚本的单一数据入口。
替代直接读 portfolio.json / decisions.json。
MoFin 所有 LLM cron prompt 应改为运行本脚本获取数据。"""
import sys, json
sys.path.insert(0, '/home/hmo/MoFin')
from mo_data import read_portfolio, read_decisions, read_watchlist
pf = read_portfolio()
dec = read_decisions()
wl = read_watchlist()
# 港股标记HKD
for h in pf.get('holdings', []):
if h.get('currency') == 'HKD':
h['_price_display'] = f"{h['price']} HKD"
else:
h['_price_display'] = f"{h['price']} CNY"
print(json.dumps({
"portfolio": pf,
"decisions": dec,
"watchlist": wl,
}, ensure_ascii=False, indent=2))