feat: S6叙事一致性检查+统一入口+容量60硬顶+提拔先入观察

- candidate_filter S6: 消息(个股+行业)x资金x技术叙事矩阵
  利好出货/三重打击=硬否决(dropped=1,不可被高分抵消)
  共振做多+3/利空出尽+1/资金驱动+1/阴跌-1/行业利空-1
- promote: 信号一律先入'关注'(12维确认才升,消灭出生即买入); 容量60硬顶,RR<2的末位淘汰
- alphasift收编: 只写candidates不再直写自选(统一入口)

deploy/profile-scripts/promote_candidates.py

@@ -84,9 +84,9 @@ def main():
                 print(f"  ⏭ {code} {name} RR={_rr:.2f}<2.0，不入自选")
                 continue
         
-        # 构建策略
+        # 构建策略（2026-07-24 老爸：提拔不直接给"买入"——先入观察，12维确认后再升）
         now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-        timing_signal = "买入" if score >= 7 else "关注"
+        timing_signal = "关注"
         price_est = (el + eh) / 2 if el > 0 and eh > 0 else 0
         reason_text = []
         if el > 0: reason_text.append(f"买{el}~{eh}")
@@ -98,6 +98,28 @@ def main():
         reason_text.append(f"评分{score}")
         action = " | ".join(reason_text) if reason_text else f"市场扫描发现(评分{score})"
         
+        # ── 容量闸：自选上限60只，超出时删综合分最弱的（RR低优先）──
+        MAX_WATCH = 60
+        wl_count = conn.execute(
+            "SELECT COUNT(*) FROM holding_strategies WHERE status='active' AND decision_type='自选策略'").fetchone()[0]
+        if wl_count >= MAX_WATCH:
+            weakest = conn.execute("""
+                SELECT code, name, COALESCE(rr_ratio,0) as rr FROM holding_strategies
+                WHERE status='active' AND decision_type='自选策略'
+                ORDER BY COALESCE(rr_ratio,0) ASC, updated_at ASC LIMIT 1""").fetchone()
+            if weakest and (weakest[2] or 0) < 2.0:
+                conn.execute(
+                    "INSERT INTO watchlist_log (code, name, event, reason, old_signal, new_signal, price) "
+                    "VALUES (?,?,?,?,?,?,?)",
+                    (weakest[0], weakest[1] or "", "exit", f"容量{MAX_WATCH}淘汰为新标的{code}腾位", "", "已删除", 0))
+                conn.execute(
+                    "DELETE FROM holding_strategies WHERE code=? AND status='active' AND decision_type='自选策略'",
+                    (weakest[0],))
+                print(f"  🔴 容量淘汰: {weakest[0]} {weakest[1]} (RR={weakest[2]})", flush=True)
+            else:
+                print(f"  ⏭ 自选已满{MAX_WATCH}且现有标的均RR>=2.0，{code}暂缓提拔", flush=True)
+                continue
+
         cur = conn.execute("""
             INSERT OR IGNORE INTO holding_strategies 
             (code, name, price, entry_low, entry_high, stop_loss, take_profit,