fix: DB路径大面积修复——mofin_db/server/technical_analysis/strategy_tree等脚本的Path(__file__).parent/data错误指向scripts/data而非data/ 导致读写分离

- 量价分析: full_analysis输出volume_deep+成交量存储在price_history.json
- FK约束移除: holding_strategies外键->holdings阻止自选股写入
- #000850 重评已写入(止损3.74/止盈4.06/RR1.67)含量价信号

data/candidate_pool.json

@@ -1,6 +1,6 @@
 {
-  "last_updated": "2026-07-07 11:09",
-  "total_candidates": 27,
+  "last_updated": "2026-07-07 14:07",
+  "total_candidates": 31,
   "sectors_analyzed_today": [
     "半导体",
     "金属新材料",
@@ -1347,6 +1347,142 @@
       "drop_reason": null,
       "trend_warning": false,
       "trend_note": ""
+    },
+    {
+      "code": "002371",
+      "name": "北方华创",
+      "sector": "半导体",
+      "xiaoguo_score": 8.0,
+      "xiaoguo_reason": "平台型半导体设备龙头，覆盖刻蚀/沉积/清洗等全环节，业绩确定性高。板块资金净流入主力承接标的，估值处于历史中低位区间。",
+      "xiaoguo_strategy": {
+        "entry_range": "295-305元",
+        "stop_loss": "282元",
+        "target": "340-355元"
+      },
+      "verified_price": 795.78,
+      "verified_change": -0.97,
+      "added_at": "2026-07-07 12:12",
+      "last_updated": "2026-07-07 13:19",
+      "num_observations": 2,
+      "score_history": [
+        {
+          "date": "2026-07-07 12:12",
+          "score": 8.5
+        },
+        {
+          "date": "2026-07-07 13:19",
+          "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": "688012",
+      "name": "中微公司",
+      "sector": "半导体",
+      "xiaoguo_score": 8.5,
+      "xiaoguo_reason": "刻蚀设备国产替代核心标的，订单饱满，AI/HBM扩产直接受益。技术面回踩关键支撑位获资金承接，机构持仓集中。",
+      "xiaoguo_strategy": {
+        "entry_range": "175-182元",
+        "stop_loss": "168元",
+        "target": "205-215元"
+      },
+      "verified_price": 414.06,
+      "verified_change": -1.41,
+      "added_at": "2026-07-07 12:12",
+      "last_updated": "2026-07-07 13:19",
+      "num_observations": 2,
+      "score_history": [
+        {
+          "date": "2026-07-07 12:12",
+          "score": 8.0
+        },
+        {
+          "date": "2026-07-07 13:19",
+          "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": "688126",
+      "name": "沪硅产业",
+      "sector": "半导体",
+      "xiaoguo_score": 7.5,
+      "xiaoguo_reason": "12英寸大硅片国产替代先锋，与领涨股有研硅同属材料主线，产能利用率提升+产品结构优化驱动业绩拐点，材料端弹性标的。",
+      "xiaoguo_strategy": {
+        "entry_range": "28.5-30.0元",
+        "stop_loss": "26.5元",
+        "target": "35-38元"
+      },
+      "verified_price": 37.16,
+      "verified_change": 7.37,
+      "added_at": "2026-07-07 12:12",
+      "last_updated": "2026-07-07 12:12",
+      "num_observations": 1,
+      "score_history": [
+        {
+          "date": "2026-07-07 12:12",
+          "score": 7.5
+        }
+      ],
+      "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": "600584",
+      "name": "长电科技",
+      "sector": "半导体",
+      "xiaoguo_score": 7.5,
+      "xiaoguo_reason": "先进封装（Chiplet/2.5D）核心平台，绑定头部晶圆厂，AI算力芯片封装需求爆发。技术面缩量企稳，具备补涨弹性与业绩拐点预期。",
+      "xiaoguo_strategy": {
+        "entry_range": "34.5-36元",
+        "stop_loss": "32.5元",
+        "target": "42-45元"
+      },
+      "verified_price": 99.88,
+      "verified_change": 5.04,
+      "added_at": "2026-07-07 13:19",
+      "last_updated": "2026-07-07 13:19",
+      "num_observations": 1,
+      "score_history": [
+        {
+          "date": "2026-07-07 13:19",
+          "score": 7.5
+        }
+      ],
+      "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": ""
     }
   ]
 }