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/xiaoguo_insights.json

@@ -1,62 +1,54 @@
 {
-  "timestamp": "2026-07-06 16:10",
+  "timestamp": "2026-07-07 16:14",
   "source": "xiaoguo_fallback",
   "stocks": [
     {
       "code": "300308",
       "name": "中际旭创",
       "sentiment": "positive",
-      "confidence": 0.70,
-      "reason": "公司今日在互动易澄清两大市场传闻：康宁玻璃桥技术非光模块替代方案、上游炫光片封锁传言不实。主动辟谣有助于缓解FUD，稳定股价",
-      "priority": "距止损2.49%"
-    },
-    {
-      "code": "300035",
-      "name": "中科电气",
-      "sentiment": "neutral",
-      "confidence": 0.50,
-      "reason": "今日无公司重大新闻，仅有主力资金流向统计提及。消息面平淡，股价-1.82%正常波动",
-      "priority": "距止损3.70%"
-    },
-    {
-      "code": "01088",
-      "name": "中国神华",
-      "sentiment": "positive",
-      "confidence": 0.65,
-      "reason": "7月2日公告定州三期、沧东三期5号机组正式投运，产能扩张利好。南向资金持续大比例持有。今日+1.65%，走势稳健",
-      "priority": "距止损4.69%"
+      "confidence": 0.72,
+      "reason": "今日成交额超300亿元，市场交投活跃。公司主动辟谣物料封锁传言，澄清康宁玻璃桥技术非光模块替代方案。利好消除不确定性，尾盘+2.09%走强",
+      "priority": "距止损2.8%"
     },
     {
       "code": "688981",
       "name": "中芯国际",
       "sentiment": "neutral",
-      "confidence": 0.55,
-      "reason": "今日无公司层面新消息（最新公开新闻为6月底）。但当日涨幅+5.2%创阶段新高，半导体板块情绪偏暖。机构持仓稳定",
-      "priority": "距止损4.72%"
+      "confidence": 0.58,
+      "reason": "消息面多空交织：牵头半导体企业获超10亿元股权融资（利好），但中芯国际概念板块近期下跌5.66%。今日股价+0.99%企稳，距止损仅3.1%需关注",
+      "priority": "距止损3.1%"
     },
     {
       "code": "000700",
       "name": "模塑科技",
       "sentiment": "negative",
-      "confidence": 0.60,
-      "reason": "7月2日公司公告明确机器人外覆盖件订单占比不足0.1%，主动降温机器人炒作预期。前期涨幅过大，当前买入区需警惕回调风险",
-      "priority": "买入区15.5~18.08"
+      "confidence": 0.65,
+      "reason": "公司公告机器人外覆盖件订单金额占比不足0.1%，主动降温概念炒作预期。股价已跌破止损16.70元至16.15元，距止损3.4%需警惕进一步下行",
+      "priority": "距止损3.4%"
+    },
+    {
+      "code": "300548",
+      "name": "长芯博创",
+      "sentiment": "positive",
+      "confidence": 0.68,
+      "reason": "发布2025年度权益分派方案（每10股派2.90元），股息回报利好。此前收购子公司少数股权完成，基本面改善。股价-1.52%属正常回调，距止损5.0%",
+      "priority": "距止损5.0%"
     },
     {
       "code": "01888",
       "name": "建滔积层板",
       "sentiment": "negative",
-      "confidence": 0.85,
-      "reason": "今日港股PCB概念大幅波动，建滔积层板从早盘+5.39%急转暴跌至-12.37%，日振幅超17%。南向资金此前持续加仓，但今日出现恐慌性抛售",
-      "priority": "买入区67.27~78.48"
+      "confidence": 0.70,
+      "reason": "今日PCB概念反弹+公司再发涨价函，但昨日暴跌超10%后今日仍跌-5.48%。南向资金此前持续加仓但近期板块恐慌性抛售明显，短期压力未释放完毕",
+      "priority": "涨跌幅-5.48%"
     },
     {
-      "code": "300548",
-      "name": "博创科技",
-      "sentiment": "neutral",
-      "confidence": 0.50,
-      "reason": "今日无公司重大新闻。通信行业整体偏弱（行业-7.36%），F5G概念下跌1.86%，板块环境不佳但公司层面无利空",
-      "priority": "买入区205.41~239.64"
+      "code": "06869",
+      "name": "长飞光纤光缆",
+      "sentiment": "negative",
+      "confidence": 0.75,
+      "reason": "港股算力硬件股持续暴跌，今日再度走低跌超9%。公司已连续多日大幅下挫（昨日-15%，今日-7.70%），距止损195.46已远跌至157.8，属系统性杀跌需警惕",
+      "priority": "涨跌幅-7.70%"
     }
   ]
 }