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

data/candidate_pool.json

@@ -1,6 +1,6 @@
 {
-  "last_updated": "2026-06-30 09:02",
+  "last_updated": "2026-06-30 11:11",
-  "total_candidates": 0,
+  "total_candidates": 3,
   "sectors_analyzed_today": [
     "半导体",
     "金属新材料",
@@ -343,6 +343,102 @@
       "drop_reason": "超7天未更新",
       "trend_warning": false,
       "trend_note": ""
+    },
+    {
+      "code": "688981",
+      "name": "中芯国际",
+      "sector": "半导体",
+      "xiaoguo_score": 8,
+      "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。",
+      "xiaoguo_strategy": {
+        "entry_range": "58.00-60.50",
+        "stop_loss": "55.00",
+        "target": "68.00"
+      },
+      "verified_price": 159.52,
+      "verified_change": 5.64,
+      "added_at": "2026-06-30 11:09",
+      "last_updated": "2026-06-30 11:09",
+      "num_observations": 1,
+      "score_history": [
+        {
+          "date": "2026-06-30 11:09",
+          "score": 8
+        }
+      ],
+      "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": "002371",
+      "name": "北方华创",
+      "sector": "半导体",
+      "xiaoguo_score": 9,
+      "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。",
+      "xiaoguo_strategy": {
+        "entry_range": "285.00-295.00",
+        "stop_loss": "270.00",
+        "target": "330.00"
+      },
+      "verified_price": 882.01,
+      "verified_change": 2.54,
+      "added_at": "2026-06-30 11:09",
+      "last_updated": "2026-06-30 11:09",
+      "num_observations": 1,
+      "score_history": [
+        {
+          "date": "2026-06-30 11:09",
+          "score": 9
+        }
+      ],
+      "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": "603501",
+      "name": "韦尔股份",
+      "sector": "半导体",
+      "xiaoguo_score": 7.5,
+      "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。",
+      "xiaoguo_strategy": {
+        "entry_range": "88.00-92.00",
+        "stop_loss": "83.00",
+        "target": "105.00"
+      },
+      "verified_price": 92.38,
+      "verified_change": 4.62,
+      "added_at": "2026-06-30 11:09",
+      "last_updated": "2026-06-30 11:09",
+      "num_observations": 1,
+      "score_history": [
+        {
+          "date": "2026-06-30 11:09",
+          "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": ""
     }
   ]
 }

data/portfolio.json

@@ -32,8 +32,8 @@
         "entry_zone": "1220.0~1256.27",
         "take_profit_zone": "0~1328.37"
       },
-      "price": 1272.71,
+      "price": 1273.99,
-      "change_pct": 4.32
+      "change_pct": 4.43
     },
     {
       "code": "06869",
@@ -67,8 +67,8 @@
         "entry_zone": "239.4~251.37",
         "take_profit_zone": "0~309.76"
       },
-      "price": 219.78,
+      "price": 219.43,
-      "change_pct": 5.76
+      "change_pct": 5.6
     },
     {
       "code": "01478",
@@ -102,8 +102,8 @@
         "entry_zone": "6.2~7.23",
         "take_profit_zone": "0~7.44"
       },
-      "price": 6.01,
+      "price": 6.0,
-      "change_pct": 0.29
+      "change_pct": 0.14
     },
     {
       "code": "601899",
@@ -137,8 +137,8 @@
         "entry_zone": "22.48~26.23",
         "take_profit_zone": "0~24.6"
       },
-      "price": 24.98,
+      "price": 24.97,
-      "change_pct": -3.14
+      "change_pct": -3.18
     },
     {
       "code": "688411",
@@ -172,8 +172,8 @@
         "entry_zone": "278.2~292.11",
         "take_profit_zone": "0~303.96"
       },
-      "price": 283.32,
+      "price": 283.06,
-      "change_pct": -0.94
+      "change_pct": -1.03
     },
     {
       "code": "688981",
@@ -207,8 +207,8 @@
         "entry_zone": "151.0~158.55",
         "take_profit_zone": "0~173.58"
       },
-      "price": 159.99,
+      "price": 160.04,
-      "change_pct": 5.95
+      "change_pct": 5.99
     },
     {
       "code": "01888",
@@ -242,8 +242,8 @@
         "entry_zone": "96.3~101.11",
         "take_profit_zone": "0~111.71"
       },
-      "price": 86.45,
+      "price": 86.97,
-      "change_pct": 3.43
+      "change_pct": 4.05
     },
     {
       "code": "688639",
@@ -277,8 +277,8 @@
         "entry_zone": "14.37~16.77",
         "take_profit_zone": "0~18.35"
       },
-      "price": 15.91,
+      "price": 15.94,
-      "change_pct": -4.33
+      "change_pct": -4.15
     },
     {
       "code": "300750",
@@ -312,8 +312,8 @@
         "entry_zone": "386.75~394.56",
         "take_profit_zone": "0~409.12"
       },
-      "price": 392.86,
+      "price": 392.8,
-      "change_pct": 0.13
+      "change_pct": 0.11
     },
     {
       "code": "01211",
@@ -347,8 +347,8 @@
         "entry_zone": "64.89~75.7",
         "take_profit_zone": "0~71.43"
       },
-      "price": 62.58,
+      "price": 62.63,
-      "change_pct": -1.1
+      "change_pct": -1.03
     },
     {
       "code": "02202",
@@ -417,8 +417,8 @@
         "entry_zone": "416.13~423.07",
         "take_profit_zone": "0~439.59"
       },
-      "price": 365.6,
+      "price": 365.25,
-      "change_pct": 0.24
+      "change_pct": 0.14
     },
     {
       "code": "00981",
@@ -452,8 +452,8 @@
         "entry_zone": "84.8~89.04",
         "take_profit_zone": "0~97.27"
       },
-      "price": 78.55,
+      "price": 78.99,
-      "change_pct": 6.72
+      "change_pct": 7.31
     },
     {
       "code": "300548",
@@ -487,8 +487,8 @@
         "entry_zone": "253.19~265.85",
         "take_profit_zone": "0~300.43"
       },
-      "price": 273.16,
+      "price": 275.91,
-      "change_pct": 7.89
+      "change_pct": 8.97
     },
     {
       "code": "518880",
@@ -557,8 +557,8 @@
         "entry_zone": "12.94~15.1",
         "take_profit_zone": "0~15.05"
       },
-      "price": 14.23,
+      "price": 14.24,
-      "change_pct": 0.28
+      "change_pct": 0.35
     },
     {
       "code": "000700",
@@ -592,8 +592,8 @@
         "entry_zone": "13.32~14.09",
         "take_profit_zone": "0~15.54"
       },
-      "price": 14.7,
+      "price": 14.67,
-      "change_pct": 6.06
+      "change_pct": 5.84
     },
     {
       "code": "600563",
@@ -627,8 +627,8 @@
         "entry_zone": "183.44~192.61",
         "take_profit_zone": "0~206.01"
       },
-      "price": 190.02,
+      "price": 189.6,
-      "change_pct": 0.33
+      "change_pct": 0.11
     },
     {
       "code": "01088",
@@ -662,16 +662,16 @@
         "entry_zone": "40.09~40.79",
         "take_profit_zone": "0~40.33"
       },
-      "price": 34.98,
+      "price": 35.03,
-      "change_pct": -1.95
+      "change_pct": -1.8
     }
   ],
   "cash": 92678.85,
   "total_market_value": 835552.6,
-  "total_assets": 1000647.25,
+  "total_assets": 1001212.25,
   "total_pl": 0,
-  "position_pct": 86.79,
+  "position_pct": 86.8,
-  "updated_at": "2026-06-30 11:10",
+  "updated_at": "2026-06-30 11:12",
   "source": "/home/hmo/stocks/holding.xls",
   "frozen_cash": 39481.4,
   "available_cash": 92678.85,
@@ -689,7 +689,7 @@
       "timestamp": "2026-06-29 10:43"
     }
   ],
-  "total_mv": 868487.0,
+  "total_mv": 869052.0,
   "note": "cash fixed from screenshot 6/29, prices=CNY",
   "currency": "CNY",
   "last_verified_at": "2026-06-29 22:28",

scripts/per_stock_reassess.py

@@ -43,29 +43,23 @@ def main():
             try:
                 import urllib.request
                 code_raw = entry.get("code", "")
+                # 港股5位代码（含0开头）→ 前缀hk
+                if len(code_raw) == 5 and code_raw[0] in '01':
+                    prefix = "hk"
+                else:
                     sym_map = {"6":"sh","5":"sh","0":"sz","3":"sz"}
-                prefix = ""
                     for k, v in sym_map.items():
                         if code_raw.startswith(k):
                             prefix = v
                             break
                 if not prefix:
-                    prefix = "hk" if len(code_raw) == 5 else "sz"
+                    prefix = "sz"
                 url = f"http://qt.gtimg.cn/q={prefix}{code_raw}"
                 resp = urllib.request.urlopen(url, timeout=5)
                 text = resp.read().decode("gbk")
                 fields = text.split('"')[1].split("~")
                 price = float(fields[3]) if fields[3] else 0
-                # 港股：腾讯API返回HKD，统一转CNY
+                print(f"  实时价: {price} {'(港股HKD)' if len(code_raw) == 5 and code_raw[0] in '01' else ''}")
-                if len(code_raw) == 5 and code_raw[0] in '01':
-                    try:
-                        sys.path.insert(0, '/home/hmo/MoFin')
-                        from hk_rate import hkd_to_cny
-                        _hkd_rate = hkd_to_cny()
-                    except Exception:
-                        _hkd_rate = 0.87
-                    price = round(price * _hkd_rate, 2)
-                print(f"  实时价: {price} {'(CNY)' if len(code_raw) == 5 and code_raw[0] in '01' else ''}")
             except Exception as e:
                 print(f"  实时价获取失败: {e}", file=sys.stderr)
                 # Try portfolio.json as fallback (price_monitor keeps live prices)
@@ -117,6 +111,8 @@ def main():
 
                 # 更新 decisions_map 中对应的条目
                 updated = entry.copy()
+                # 币种标记：HK股保留HKD原始值，A股为CNY
+                is_hk = len(str(code)) == 5 and str(code)[0] in '01'
                 updated.update({
                     "action": result["action"],
                     "stop_loss": result.get("stop_loss", entry.get("stop_loss")),
@@ -128,6 +124,7 @@ def main():
                     "rr_ratio": result.get("rr_ratio", entry.get("rr_ratio", 0)),
                     "status": result.get("status", "updated"),
                     "price": price,
+                    "currency": "HKD" if is_hk else "CNY",
                 })
                 # Save last reassessed price for debounce tracking
                 updated["last_reassessed_price"] = price

scripts/stale_detector.py

@@ -55,6 +55,9 @@ def fetch_prices(codes):
             if not oc:
                 continue
             p = float(fld[3]) if fld[3] else 0
+            # NOTE: HK stock prices kept in HKD — decisions.json also stores HK values in HKD
+            # (stop_loss/take_profit/entry). Never convert here or we mismatch CNY price vs HKD stop.
+            # Downstream tools that need CNY should convert at display time.
             c = fld[32] if len(fld) > 32 else "0"
             results[oc] = (p, c)
         except (ValueError, IndexError):
@@ -120,6 +123,10 @@ def main():
 
         issues, flags = [], []
         tag = "[自选]" if is_wl else "[持仓]"
+        # 币种标记（港股HKD vs A股CNY，辅助下游LLM避免混读）
+        currency_suffix = "(HKD)" if len(str(code)) == 5 and str(code)[0] in '01' else ""
+        price_str = f"{price:.2f}{currency_suffix}"
+        buy_zone_str = f"{el}~{eh}{currency_suffix}" if currency_suffix else f"{el}~{eh}"
 
         # -- 偏离 --
         if is_wl and el and eh:
@@ -152,16 +159,16 @@ def main():
                 if strategy_deficient:
                     flags.append("[STRATEGY_STALE]")
                     prefix = "⚠️仓位挤占 " if position_pct > 80 else ""
-                    issues.append(f"[STRATEGY_STALE] {prefix}价{price:.2f}在买入区{el}~{eh}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
+                    issues.append(f"[STRATEGY_STALE] {prefix}价{price_str}在买入区{buy_zone_str}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
                 else:
                     prefix = "⚠️仓位挤占 " if position_pct > 80 else ""
-                    issues.append(f"[PUSH] {prefix}价{price:.2f}入买入区{el}~{eh}")
+                    issues.append(f"[PUSH] {prefix}价{price_str}入买入区{buy_zone_str}")
             elif price > eh * 1.35:
                 flags.append("[WL_HIGH]")
-                issues.append(f"价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
+                issues.append(f"价{price_str}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
             elif price > eh * 1.20:
                 flags.append("[WL_DRIFT]")
-                issues.append(f"价{price:.2f}高于买入区+{((price/eh)-1)*100:.0f}%")
+                issues.append(f"价{price_str}高于买入区+{((price/eh)-1)*100:.0f}%")
         elif not is_wl and eh:
             dp = (price / eh - 1) * 100
             if dp > 35:
@@ -215,7 +222,7 @@ def main():
                 pass
 
         if issues:
-            print(f"{' '.join(flags)} {tag} {name}({code}) 价{price:.2f}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
+            print(f"{' '.join(flags)} {tag} {name}({code}) 价{price_str}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
             found += 1
 
     if found == 0: