去小果化：mofin_news只搜不分析，新闻由知微亲自读

docs/market-screening-pipeline.md

@@ -46,7 +46,7 @@
 每轮流程（全部在一个cron内完成，~2-3分钟）：
   ① market_watch → 拉90个行业板块数据
   ② trend_detector → SQL检测17种信号
-  ③ xiaoguo_news_processor → 搜新闻+LLM分析
+  ③ mofin_news → 搜新闻（原文入库）
   ④ 我（知微）→ 判断信号 → 更新候选池 → 推报告/紧急消息
 ```
 
@@ -136,23 +136,16 @@
 
 ---
 
-## 四、小果情报处理（:48，no_agent）
+## 四、新闻采集（:48，no_agent）
 
-### xiaoguo_news_processor.py
+### mofin_news.py
 
-读取未处理 signal（每次1条），做3件事：
+读取未处理 signal（每次1条），用 akshare 搜新闻：
+- 搜索范围：领涨股 + 成分股 + 持仓股 + 自选股
+- 去重后取前5篇，含标题 + 正文全文
+- 写入 signal_news，标记「待知微判断」
 
-**第1步：搜新闻**
-用 akshare 搜 signal 涉及的每只股票的最新新闻。
-搜索范围：领涨股 + 成分股 + 持仓股 + 自选股
-去重后取前5篇，含标题 + 正文全文。
-
-**第2步：小果 LLM 分析**
-模型：Qwen3.6-27B-MTPLX-Optimized-Speed（192.168.1.122:18003）
-每次送5篇，逐篇给完整摘要 + 情感（positive/negative/neutral）。
-单次调用约 10-15 秒，直接输出 JSON。
-
-**第3步：写入 signal_news**
+**不做情感分析，不调LLM。** 新闻分析由知微在下一轮cron中完成。
 
 | 字段 | 说明 |
 |------|------|

mofin_collect.py

@@ -15,7 +15,7 @@ BASE = Path(__file__).parent.parent if "hermes" in str(Path(__file__).resolve())
 SCRIPTS = [
     ("market_watch.py", 60),
     ("trend_detector.py", 10),
-    ("xiaoguo_news_processor.py", 60),
+    ("mofin_news.py", 50),
 ]
 
 for script, timeout in SCRIPTS:

mofin_collector.py

@@ -0,0 +1,48 @@
+#!/usr/bin/env python3
+"""mofin_collector.py — 数据采集链：采集+检测+情报
+
+在一个脚本内顺序跑完三件事：
+  1. market_watch — 拉90个板块实时数据
+  2. trend_detector — 检测17种信号
+  3. xiaoguo_news_processor — 搜新闻+LLM分析
+"""
+
+import os
+import subprocess
+import sys
+from datetime import datetime
+from pathlib import Path
+
+BASE = Path(__file__).parent
+
+def run_script(name):
+    path = BASE / name
+    print(f"[{datetime.now().strftime('%H:%M:%S')}] 开始: {name}", flush=True)
+    result = subprocess.run(
+        [sys.executable, str(path)],
+        capture_output=True, text=True, timeout=120
+    )
+    if result.returncode == 0:
+        for line in result.stdout.strip().split('\n'):
+            if line:
+                print(f"  {line}", flush=True)
+        print(f"  ✅ {name} 完成", flush=True)
+    else:
+        print(f"  ❌ {name} 失败: {result.stderr[:200]}", flush=True)
+    return result.returncode
+
+def main():
+    # 跳过午休
+    now = datetime.now()
+    hour = now.hour
+    minute = now.minute
+    if hour == 12 or (hour == 11 and minute > 30):
+        print("午休时间，跳过", flush=True)
+        return
+
+    run_script("market_watch.py")
+    run_script("trend_detector.py")
+    run_script("xiaoguo_news_processor.py")
+
+if __name__ == "__main__":
+    main()

mofin_news.py

@@ -0,0 +1,129 @@
+#!/usr/bin/env python3
+"""mofin_news.py — 新闻采集（no_agent，无需LLM）
+
+读未处理的 sector_signals，用 akshare 搜相关新闻，
+去重后写入 signal_news 供知微分析。
+"""
+
+import json
+import os
+import re
+from pathlib import Path
+
+try:
+    import akshare as ak
+    HAS_AKSHARE = True
+except ImportError:
+    HAS_AKSHARE = False
+
+DATA_DIR = Path(__file__).parent / "data"
+DB_PATH = DATA_DIR / "mofin.db"
+MAX_ARTICLES = 5
+
+
+def clean_proxy():
+    for k in ['http_proxy', 'https_proxy', 'HTTP_PROXY', 'HTTPS_PROXY']:
+        os.environ.pop(k, None)
+
+
+def get_conn():
+    import sqlite3
+    conn = sqlite3.connect(str(DB_PATH))
+    conn.row_factory = sqlite3.Row
+    return conn
+
+
+def search_akshare_news(code, max_results=3):
+    """用 akshare 搜个股新闻（含全文）"""
+    articles = []
+    if not HAS_AKSHARE:
+        return articles
+    try:
+        clean_proxy()
+        df = ak.stock_news_em(symbol=code)
+        for _, r in df.head(max_results).iterrows():
+            title = r.get('新闻标题', '')
+            content = r.get('新闻内容', '')
+            if title and len(title) > 5:
+                articles.append({
+                    "title": title,
+                    "content": content,
+                    "url": r.get('新闻链接', ''),
+                })
+    except:
+        pass
+    return articles
+
+
+def main():
+    conn = get_conn()
+    signals = conn.execute(
+        "SELECT * FROM sector_signals WHERE processed = 0 ORDER BY severity DESC, id ASC LIMIT 1"
+    ).fetchall()
+
+    if not signals:
+        print("无未处理的信号", flush=True)
+        conn.close()
+        return
+
+    signal = dict(signals[0])
+    sector = signal["sector"]
+    related = json.loads(signal["related_stocks"] or "[]")
+    holdings = json.loads(signal["holdings_in_sector"] or "[]")
+    watchlist = json.loads(signal["watchlist_in_sector"] or "[]")
+
+    print(f"处理信号: [{signal['severity']}] {signal['signal_type']} {sector}", flush=True)
+
+    codes = {}
+    for item in related + holdings + watchlist:
+        if item.get("code"):
+            codes[item["code"]] = item.get("name", "")
+
+    members = conn.execute(
+        "SELECT s.code, s.name FROM stocks s JOIN stock_sectors ss ON s.code=ss.code WHERE ss.sector_name=? LIMIT 5",
+        (sector,)
+    ).fetchall()
+    for m in members:
+        if m["code"] not in codes:
+            codes[m["code"]] = m["name"]
+
+    all_articles = []
+    for code, name in codes.items():
+        arts = search_akshare_news(code, 3)
+        for a in arts:
+            if a["title"] not in [x["title"] for x in all_articles]:
+                all_articles.append(a)
+        print(f"  搜 {name}({code}): {len(arts)} 篇", flush=True)
+
+    if not all_articles:
+        print("  未搜到新闻", flush=True)
+        conn.execute("UPDATE sector_signals SET processed=1 WHERE id=?", (signal["id"],))
+        conn.commit()
+        conn.close()
+        return
+
+    # 过滤脏数据，取前5篇
+    filtered = []
+    for a in all_articles:
+        c = a.get('content', '') or ''
+        if any(kw in c for kw in ['主力资金', '资金净流入', '代码', '简称']):
+            continue
+        filtered.append(a)
+        if len(filtered) >= MAX_ARTICLES:
+            break
+    batch = filtered[:MAX_ARTICLES]
+    print(f"  共{len(all_articles)}篇，采集{len(batch)}篇，交由知微分析", flush=True)
+
+    searched_names = list(set(codes.values()))
+    conn.execute(
+        "INSERT INTO signal_news (signal_id, sector, overall_sentiment, summary, key_articles, searched_stocks) VALUES (?, ?, ?, ?, ?, ?)",
+        (signal["id"], sector, "待知微判断", "", json.dumps(batch, ensure_ascii=False), json.dumps(searched_names, ensure_ascii=False))
+    )
+    conn.execute("UPDATE sector_signals SET processed=1 WHERE id=?", (signal["id"],))
+    conn.commit()
+    print(f"  完成: {len(batch)} 篇新闻已入库，等知微分析", flush=True)
+    conn.close()
+
+
+if __name__ == "__main__":
+    main()