币种标记标准化 + data-pipeline诊断文档
stale_detector: HK股价格输出加(HKD)标记，防止LLM混读CNY/HKD per_stock_reassess: 写回decisions.json的HK股加上currency: HKD docs/data-pipeline-diagnosis.md: 完整数据管道重构需求文档 避免建滔积层板CNY/HKD错配类问题复发
This commit is contained in:
知微
@@ -1,6 +1,6 @@
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{
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"last_updated": "2026-06-30 09:02",
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"total_candidates": 0,
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"last_updated": "2026-06-30 11:11",
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"total_candidates": 3,
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"sectors_analyzed_today": [
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"半导体",
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"金属新材料",
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@@ -343,6 +343,102 @@
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"drop_reason": "超7天未更新",
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "688981",
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"name": "中芯国际",
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"sector": "半导体",
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"xiaoguo_score": 8,
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"xiaoguo_reason": "晶圆代工龙头，产能利用率回升，先进制程突破预期强，机构持仓集中，趋势走稳。",
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"xiaoguo_strategy": {
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"entry_range": "58.00-60.50",
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"stop_loss": "55.00",
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"target": "68.00"
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},
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"verified_price": 159.52,
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"verified_change": 5.64,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 8
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": false,
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "002371",
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"name": "北方华创",
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"sector": "半导体",
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"xiaoguo_score": 9,
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"xiaoguo_reason": "半导体设备核心标的，订单饱满，国产替代加速，业绩高增确定性高，资金持续加仓。",
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"xiaoguo_strategy": {
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"entry_range": "285.00-295.00",
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"stop_loss": "270.00",
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"target": "330.00"
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},
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"verified_price": 882.01,
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"verified_change": 2.54,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 9
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": false,
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "603501",
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"name": "韦尔股份",
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"sector": "半导体",
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"xiaoguo_score": 7.5,
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"xiaoguo_reason": "CIS龙头，消费电子复苏+汽车电子放量，估值处于历史中低位，弹性较大。",
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"xiaoguo_strategy": {
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"entry_range": "88.00-92.00",
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"stop_loss": "83.00",
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"target": "105.00"
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},
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"verified_price": 92.38,
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"verified_change": 4.62,
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"added_at": "2026-06-30 11:09",
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"last_updated": "2026-06-30 11:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-06-30 11:09",
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"score": 7.5
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"zhiwei_reviewed_at": null,
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"promoted": false,
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"promoted_at": null,
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"dropped": false,
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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}
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]
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}
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+38
-38
@@ -32,8 +32,8 @@
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"entry_zone": "1220.0~1256.27",
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"take_profit_zone": "0~1328.37"
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},
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"price": 1272.71,
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"change_pct": 4.32
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"price": 1273.99,
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"change_pct": 4.43
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},
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{
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"code": "06869",
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@@ -67,8 +67,8 @@
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"entry_zone": "239.4~251.37",
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"take_profit_zone": "0~309.76"
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},
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"price": 219.78,
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"change_pct": 5.76
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"price": 219.43,
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"change_pct": 5.6
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},
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{
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"code": "01478",
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@@ -102,8 +102,8 @@
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"entry_zone": "6.2~7.23",
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"take_profit_zone": "0~7.44"
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},
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"price": 6.01,
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"change_pct": 0.29
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"price": 6.0,
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"change_pct": 0.14
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},
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{
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"code": "601899",
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@@ -137,8 +137,8 @@
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"entry_zone": "22.48~26.23",
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"take_profit_zone": "0~24.6"
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},
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"price": 24.98,
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"change_pct": -3.14
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"price": 24.97,
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"change_pct": -3.18
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},
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{
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"code": "688411",
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@@ -172,8 +172,8 @@
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"entry_zone": "278.2~292.11",
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"take_profit_zone": "0~303.96"
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},
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"price": 283.32,
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"change_pct": -0.94
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"price": 283.06,
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"change_pct": -1.03
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},
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{
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"code": "688981",
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@@ -207,8 +207,8 @@
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"entry_zone": "151.0~158.55",
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"take_profit_zone": "0~173.58"
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},
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"price": 159.99,
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"change_pct": 5.95
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"price": 160.04,
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"change_pct": 5.99
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},
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{
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"code": "01888",
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@@ -242,8 +242,8 @@
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"entry_zone": "96.3~101.11",
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"take_profit_zone": "0~111.71"
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},
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"price": 86.45,
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"change_pct": 3.43
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"price": 86.97,
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"change_pct": 4.05
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},
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{
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"code": "688639",
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@@ -277,8 +277,8 @@
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"entry_zone": "14.37~16.77",
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"take_profit_zone": "0~18.35"
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},
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"price": 15.91,
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"change_pct": -4.33
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"price": 15.94,
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"change_pct": -4.15
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},
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{
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"code": "300750",
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@@ -312,8 +312,8 @@
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"entry_zone": "386.75~394.56",
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"take_profit_zone": "0~409.12"
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},
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"price": 392.86,
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"change_pct": 0.13
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"price": 392.8,
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"change_pct": 0.11
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},
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{
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"code": "01211",
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@@ -347,8 +347,8 @@
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"entry_zone": "64.89~75.7",
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"take_profit_zone": "0~71.43"
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},
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"price": 62.58,
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"change_pct": -1.1
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"price": 62.63,
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"change_pct": -1.03
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},
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{
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"code": "02202",
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@@ -417,8 +417,8 @@
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"entry_zone": "416.13~423.07",
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"take_profit_zone": "0~439.59"
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},
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"price": 365.6,
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"change_pct": 0.24
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"price": 365.25,
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"change_pct": 0.14
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},
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{
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"code": "00981",
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@@ -452,8 +452,8 @@
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"entry_zone": "84.8~89.04",
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"take_profit_zone": "0~97.27"
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},
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"price": 78.55,
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"change_pct": 6.72
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"price": 78.99,
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"change_pct": 7.31
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},
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{
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"code": "300548",
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@@ -487,8 +487,8 @@
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"entry_zone": "253.19~265.85",
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"take_profit_zone": "0~300.43"
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},
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"price": 273.16,
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"change_pct": 7.89
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"price": 275.91,
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"change_pct": 8.97
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},
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{
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"code": "518880",
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@@ -557,8 +557,8 @@
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"entry_zone": "12.94~15.1",
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"take_profit_zone": "0~15.05"
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},
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"price": 14.23,
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"change_pct": 0.28
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"price": 14.24,
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"change_pct": 0.35
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},
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{
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"code": "000700",
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@@ -592,8 +592,8 @@
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"entry_zone": "13.32~14.09",
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"take_profit_zone": "0~15.54"
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},
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"price": 14.7,
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"change_pct": 6.06
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"price": 14.67,
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"change_pct": 5.84
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},
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{
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"code": "600563",
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@@ -627,8 +627,8 @@
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"entry_zone": "183.44~192.61",
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"take_profit_zone": "0~206.01"
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},
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"price": 190.02,
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"change_pct": 0.33
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"price": 189.6,
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"change_pct": 0.11
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},
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{
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"code": "01088",
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@@ -662,16 +662,16 @@
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"entry_zone": "40.09~40.79",
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"take_profit_zone": "0~40.33"
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},
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"price": 34.98,
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"change_pct": -1.95
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"price": 35.03,
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"change_pct": -1.8
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}
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],
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"cash": 92678.85,
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"total_market_value": 835552.6,
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"total_assets": 1000647.25,
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"total_assets": 1001212.25,
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"total_pl": 0,
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"position_pct": 86.79,
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"updated_at": "2026-06-30 11:10",
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"position_pct": 86.8,
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"updated_at": "2026-06-30 11:12",
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"source": "/home/hmo/stocks/holding.xls",
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"frozen_cash": 39481.4,
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"available_cash": 92678.85,
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@@ -689,7 +689,7 @@
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"timestamp": "2026-06-29 10:43"
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}
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],
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"total_mv": 868487.0,
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"total_mv": 869052.0,
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"note": "cash fixed from screenshot 6/29, prices=CNY",
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"currency": "CNY",
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"last_verified_at": "2026-06-29 22:28",
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