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
2026-07-08 12:34:39 +08:00
parent c11a11849f
commit 2762ddf3ae
58 changed files with 7664 additions and 2280 deletions
@@ -26,6 +26,16 @@
      "content": "- **模塑科技(000700)** 15.54 / 止损13.91 — 昨日+5.28%强势，守住15持有",
      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
    },
+    {
+      "time": "2026-07-07T08:55:31.376433",
+      "content": "博创科技(300548) 214.13 在买入区✅ | 模塑科技(000700) 16.75 在买入区✅ | 贵州茅台(600519) 1206.91 在买入区✅ | 比亚迪A(002594) 87.",
+      "report_id": "cron_99c06255590a_2026-07-07_08-43-59"
+    },
+    {
+      "time": "2026-07-08T08:55:38.411281",
+      "content": "**自选靠近买入区：** 模塑科技(000700)16.15在15.5~18.08买入区；建滔积层板(01888)70.0在67.27~78.48买入区；华茂股份(000850)3.81在3.70~3",
+      "report_id": "cron_99c06255590a_2026-07-08_08-39-49"
+    },
    {
      "time": "2026-06-30T08:55:46.708460",
      "content": "- 模塑科技000700 13.86 | 买入区13.33~14.09 **(仍在区内，但已破止损)**",
@@ -31,6 +31,11 @@
      "content": "**比亚迪A(002594)** ¥91.6 | 仓位0% | 买入区89.77~92.76 → RR 2.56",
      "report_id": "cron_99c06255590a_2026-06-17_08-35-59"
    },
+    {
+      "time": "2026-07-07T08:55:31.376433",
+      "content": "博创科技(300548) 214.13 在买入区✅ | 模塑科技(000700) 16.75 在买入区✅ | 贵州茅台(600519) 1206.91 在买入区✅ | 比亚迪A(002594) 87.",
+      "report_id": "cron_99c06255590a_2026-07-07_08-43-59"
+    },
    {
      "time": "2026-06-01T13:55:12.662353",
      "content": "**🔴比亚迪A股(002594) | 93.80 -2.47%** → 已有H股持仓，暂不加仓",
@@ -146,6 +146,11 @@
      "content": "② **腾讯(00700)** 现价430.2 | 仓位待确认 | 买入区421-430上沿",
      "report_id": "cron_99c06255590a_2026-07-03_08-33-17"
    },
+    {
+      "time": "2026-07-07T08:55:31.376433",
+      "content": "博创科技(300548) 214.13 在买入区✅ | 模塑科技(000700) 16.75 在买入区✅ | 贵州茅台(600519) 1206.91 在买入区✅ | 比亚迪A(002594) 87.",
+      "report_id": "cron_99c06255590a_2026-07-07_08-43-59"
+    },
    {
      "time": "2026-06-02T11:55:44.093905",
      "content": "❌ 反例：腾讯00700，底仓100股(3.59%)，浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 机械执行，未考虑底仓属性+浮盈幅度。",
@@ -1021,6 +1026,16 @@
      "content": "**港股（恒指-0.63%）：** 中芯国际H(00981) 89.40+5.42%浮盈+17%持有 | 腾讯控股(00700) 429.80+2.28%浮亏-3%距止损3.4% | 丘钛科技(014",
      "report_id": "cron_d42f2ce3b479_2026-06-30_20-25-27"
    },
+    {
+      "time": "2026-07-07T08:55:31.476330",
+      "content": "**③ 00700 腾讯 447.00(+3.66%) | 仓~4.2%→持有**",
+      "report_id": "cron_d42f2ce3b479_2026-07-06_20-24-34"
+    },
+    {
+      "time": "2026-07-08T08:55:38.511510",
+      "content": "**① 腾讯(00700) 现价461.20(+2.04%) | 仓~4.3%→持有**",
+      "report_id": "cron_d42f2ce3b479_2026-07-07_20-20-44"
+    },
    {
      "time": "2026-06-08T08:55:37.165829",
      "content": "| **腾讯控股(00700)** | 453.20 | 追踪止盈459.8已触发 | 关注445支撑，跌破450可接回 |",
@@ -166,6 +166,11 @@
      "content": "**港股（恒指-0.63%）：** 中芯国际H(00981) 89.40+5.42%浮盈+17%持有 | 腾讯控股(00700) 429.80+2.28%浮亏-3%距止损3.4% | 丘钛科技(014",
      "report_id": "cron_d42f2ce3b479_2026-06-30_20-25-27"
    },
+    {
+      "time": "2026-07-08T08:55:38.511510",
+      "content": "**自选→距买入区±3%：** 中芯国际H(00981) ¥73.45 买入区上沿72.79 距+0.9%——已触发但07-06已清仓，仅关注不介入。其余自选均远离买入区。",
+      "report_id": "cron_d42f2ce3b479_2026-07-07_20-20-44"
+    },
    {
      "time": "2026-07-06T08:55:01.761812",
      "content": "| **中芯国际双持(688981+00981)** | A+H 双持合计约 9.64% 仓位，两市场同步净多头，若港股中芯继续走弱（注意 00981 止损 ¥77.55 高于成本 ¥75.94 的异",
@@ -456,6 +456,11 @@
      "content": "③ 丘钛科技(01478) 距止损6.48仅+7.3%！仓位7.97%",
      "report_id": "cron_d42f2ce3b479_2026-07-03_20-03-44"
    },
+    {
+      "time": "2026-07-07T08:55:31.476330",
+      "content": "**1. 01478 丘钛科技 现6.59HKD(-5.72%) →距止损7.33已破-10%！** 成本13.47亏损51%。今日低开低走无反弹，摄像头模组需求走弱。操作：反弹至6.8-7.0减半仓",
+      "report_id": "cron_d42f2ce3b479_2026-07-06_20-24-34"
+    },
    {
      "time": "2026-07-06T08:55:01.761812",
      "content": "2. **收紧输出质量** — 使用\"关注/观望/留意\"时须紧随具体价格、止损位和触发条件。满 3 次模糊表述自动标记为低质量输出。对 01478 和 688795 做一次明确的持仓策略复核：继续持有",
@@ -66,6 +66,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-08T08:55:38.411281",
+      "content": "**自选靠近买入区：** 模塑科技(000700)16.15在15.5~18.08买入区；建滔积层板(01888)70.0在67.27~78.48买入区；华茂股份(000850)3.81在3.70~3",
+      "report_id": "cron_99c06255590a_2026-07-08_08-39-49"
+    },
    {
      "time": "2026-06-02T14:55:53.464779",
      "content": "| 建滔积层板(01888) | 49.48 | +4.30% | 42-44 | 🔴 远超买入区 |",
@@ -61,6 +61,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-08T08:55:38.411281",
+      "content": "**① 万科企业(02202) ⚠️ 触及止损边缘**",
+      "report_id": "cron_99c06255590a_2026-07-08_08-39-49"
+    },
    {
      "time": "2026-06-02T12:55:54.834592",
      "content": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有，止损2.5 |",
@@ -611,6 +616,11 @@
      "content": "**港股概览：** 恒指+1.8%反弹，持仓分化。腾讯(00700)浮亏-4.6%目标已超但盈亏比偏低；丘钛(01478)深套-49.7%及万科(02202)深套-52.4%均暂远离止损(距12-22",
      "report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
    },
+    {
+      "time": "2026-07-07T08:55:31.476330",
+      "content": "**2. 02202 万科企业 现2.31HKD(-1.28%) →距止损2.00差13%** 成本4.67亏损50.5%。行业下行未止，今日盘中无买盘承接。操作：若破2.20执行止损",
+      "report_id": "cron_d42f2ce3b479_2026-07-06_20-24-34"
+    },
    {
      "time": "2026-06-29T08:55:56.391301",
      "content": "**③ ⚠️ 万科(02202)浮亏-52.9%，接近止损却无复盘**",
@@ -56,6 +56,11 @@
      "content": "• 中科电气(300035) 14.19(平) 距止损13.74仅3%",
      "report_id": "cron_99c06255590a_2026-06-30_08-40-17"
    },
+    {
+      "time": "2026-07-08T08:55:38.411281",
+      "content": "**② 中科电气(300035) ⚠️ 触及止损边缘**",
+      "report_id": "cron_99c06255590a_2026-07-08_08-39-49"
+    },
    {
      "time": "2026-06-02T12:55:54.834592",
      "content": "| 中科电气(300035) | 16.44 | -2.66% | 1.77% | 深套持有，止损15.0 |",
@@ -521,6 +526,11 @@
      "content": "**A股（上证+0.50%）：** 海博思创(688411) 291.20+1.82%浮盈+9%RR3.92持有 | 宁德时代(300750) 393.01+0.17%弱势持有距止损3% | 法拉电子",
      "report_id": "cron_d42f2ce3b479_2026-06-30_20-25-27"
    },
+    {
+      "time": "2026-07-07T08:55:31.476330",
+      "content": "**3. 300035 中科电气 现13.94(-2.45%) →浮亏37.5%无止损** 连续阴跌缩量，负极材料竞争恶化。操作：反弹至15设止损",
+      "report_id": "cron_d42f2ce3b479_2026-07-06_20-24-34"
+    },
    {
      "time": "2026-06-29T08:55:56.391301",
      "content": "- **中科电气(300035)** — 现价14.19，止损13.74（距3.2%）。新能电池板块本周-4.29%，中科电气持续走弱。",
@@ -56,6 +56,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-07T08:55:31.376433",
+      "content": "博创科技(300548) 214.13 在买入区✅ | 模塑科技(000700) 16.75 在买入区✅ | 贵州茅台(600519) 1206.91 在买入区✅ | 比亚迪A(002594) 87.",
+      "report_id": "cron_99c06255590a_2026-07-07_08-43-59"
+    },
    {
      "time": "2026-06-02T13:56:05.495125",
      "content": "🔺**博创科技(300548)** | 236.72 +7.92% | 买入区230~235已确认站上，等回调建仓2%",
@@ -831,6 +831,16 @@
      "content": "**A股（上证+0.50%）：** 海博思创(688411) 291.20+1.82%浮盈+9%RR3.92持有 | 宁德时代(300750) 393.01+0.17%弱势持有距止损3% | 法拉电子",
      "report_id": "cron_d42f2ce3b479_2026-06-30_20-25-27"
    },
+    {
+      "time": "2026-07-07T08:55:31.476330",
+      "content": "**① 688411 海博思创 271.90(+8.26%) | 仓6.3%→持有**",
+      "report_id": "cron_d42f2ce3b479_2026-07-06_20-24-34"
+    },
+    {
+      "time": "2026-07-08T08:55:38.511510",
+      "content": "**③ 海博思创(688411) 现价262.20(-1.35%) | 仓~5.5%→持有**",
+      "report_id": "cron_d42f2ce3b479_2026-07-07_20-20-44"
+    },
    {
      "time": "2026-06-08T08:55:37.165829",
      "content": "2. **海博思创(688411) 追踪止盈失守未补救** — 高点305.53回落5%约290的追踪止盈被击穿（6/4 收274.90），但未在285~290反弹位减仓，浮盈从+24.76%缩窄至+",
@@ -51,6 +51,11 @@
      "content": "- **华恒生物(688639)** 16.37 / 止损14.96 — 距止损8.6%，窄幅运行可持",
      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
    },
+    {
+      "time": "2026-07-07T08:55:31.376433",
+      "content": "- 华恒生物(688639) 16.6 | 浮亏-23%，放量破16止损",
+      "report_id": "cron_99c06255590a_2026-07-07_08-43-59"
+    },
    {
      "time": "2026-06-01T14:55:20.378304",
      "content": "• 华恒生物(688639) 23.58 | +0.47% → 🤝持有，接近止损23.18",