stale_push_wlin: 推荐加理论仓位+当前建议仓位(基于现金)

每只推荐新增第四行：
  仓位：理论推荐{theo_pct}% | 当前建议{actual_pct}%（{N}手≈预算）

仓位计算：
  理论 — 基于RR(8-25%) + 大盘(±20%) + 品种特性(±20%)
  当前 — 理论×多只稀释系数 + 按实际现金计算可买手数
  兜底 — 预算不够1手时推荐至少1手

Dad要求：买卖不能不写仓位，理论仓位不受现金限制，
当前建议仓位根据portfolio.json实际现金计算

scripts/stale_push_wlin.py

@@ -278,8 +278,62 @@ def main():
     except Exception:
         pass
 
-    # 标准格式：每个可操作标的 — 大盘/行业/个股三面+消息/基本面/技术面
-    lines.append(f"【💡 操作建议】（当前{len(actionable)}只自选可操作）")
+    # 仓位计算
+    n = len(actionable)
+    def calc_positions(code, price, lot_cost, rr, market_factor, cat):
+        # 理论推荐仓位（基于RR+市场+品种特性）
+        if rr >= 5:
+            theo_pct = 25
+        elif rr >= 3:
+            theo_pct = 18
+        elif rr >= 2:
+            theo_pct = 12
+        else:
+            theo_pct = 8
+        if "偏弱" in market_factor:
+            theo_pct = int(theo_pct * 0.8)
+        elif "偏强" in market_factor:
+            theo_pct = int(theo_pct * 1.15)
+        if cat in ("蓝筹", "白马"):
+            theo_pct = int(theo_pct * 1.2)
+        elif cat in ("题材", "短线"):
+            theo_pct = int(theo_pct * 0.6)
+        elif cat in ("高波动", "成长"):
+            theo_pct = int(theo_pct * 0.85)
+        theo_pct = max(5, min(30, theo_pct))
+
+        # 当前推荐仓位（基于实际现金）
+        # 可操作多只时，每只分配比例降低
+        if n >= 5:
+            share_pct = theo_pct * 0.5
+        elif n >= 3:
+            share_pct = theo_pct * 0.7
+        elif n >= 2:
+            share_pct = theo_pct * 0.85
+        else:
+            share_pct = theo_pct
+        share_pct = max(5, min(theo_pct, share_pct))
+
+        budget = cash * share_pct / 100
+        lots = int(budget / lot_cost) if lot_cost > 0 else 0
+        if lots == 0 and lot_cost > 0 and budget > 0:
+            # 预算不够1手 → 推荐至少1手
+            lots = 1
+            actual_pct = round(lots * lot_cost / cash * 100) if cash > 0 else 0
+        else:
+            actual_pct = round(lots * lot_cost / cash * 100) if cash > 0 else 0
+
+        if lots == 0:
+            lots_display = "预算不足1手"
+        elif budget < lot_cost and lots == 1:
+            lots_display = f"至少{lots}手"
+        else:
+            lots_display = f"{lots}手"
+
+        return theo_pct, actual_pct, lots_display, lots * lot_cost
+
+    # 标准格式：每个可操作标的 — 大盘/行业/个股三面 + 仓位
+    lines.append(f"【💡 操作建议】（当前{n}只自选可操作 | 现金{cash:,.0f}元）")
     for s in actionable:
         name, code, price, buy_low, buy_high, lot, ratio = s
         d = code_data.get(code, {})
@@ -289,9 +343,9 @@ def main():
         sig = d.get("timing_signal", "")
         sector = d.get("sector_context", "")
         tech = d.get("tech_snapshot", "")
-        factors = d.get("signal_factors", [])
-        cat = d.get("stock_category", "")
         note = d.get("note", "")
+        d_factors = d.get("signal_factors", [])
+        cat = d.get("stock_category", "")
 
         # 提取技术位
         ss = {"强撑":"-", "弱撑":"-", "弱压":"-", "强压":"-"}
@@ -307,9 +361,9 @@ def main():
         pe_str = f"PE{pe:.0f}" if pe else ""
         eps_str = f"EPS{eps:.2f}" if eps else ""
 
-        # 从 signal_factors 或 tag 提取各维度
+        # 从 signal_factors 提取各维度
         def _match_factor(prefix):
-            for f in factors:
+            for f in d_factors:
                 if f.startswith(prefix):
                     return f
             return ""
@@ -335,12 +389,16 @@ def main():
 
         analysis = " | ".join(p for p in parts if p)
 
+        # 仓位计算
+        theo_pct, actual_pct, lots_display, lots_cost_total = calc_positions(code, price, lot, rr, market_factor, cat)
+
         pfx = "" if len(code) == 6 else "HK$"
         lines.append(
             f"  {name}({code}) {pfx}{price:.2f} 买区{buy_low}~{buy_high} | "
             f"1手{lot:,.0f}元 RR={rr:.1f} 损{sl} 盈{tp}\n"
             f"    {analysis}\n"
-            f"    技术{ss['强撑']}→{ss['弱撑']}→{ss['弱压']}→{ss['强压']} | 信号{sig}"
+            f"    技术{ss['强撑']}→{ss['弱撑']}→{ss['弱压']}→{ss['强压']} | 信号{sig}\n"
+            f"    仓位：理论推荐{theo_pct}% | 当前建议{actual_pct}%（{lots_display}≈{lots_cost_total:,.0f}元）"
         )
 
     lines.insert(0, f"【知微】自选买入提醒 {now} | 现金{cash:,.0f}元")