fix: 生产端信念仓位对齐v_next3——DNA×2+行业ADX>25×2+flow_delta>0×2叠乘封顶×4(取代旧×2.5/行业牛杠杆升级档)

deploy/profile-scripts/strategy_lifecycle.py

@@ -1040,26 +1040,21 @@ def reassess_strategy(code, name, price, cost, shares, current_action,
 
     print(f"  分类: {stock_category} | {time_horizon} | {position_advice}")
 
-    # ── v_next3行业牛杠杆: 行业确认牛(行业ADX>25)时升一档仓位（2026-07-30落地）──
+    # ── v_next3 信念模型因子：行业ADX>25 + flow_delta>0（DNA在v71_gate后判断）──
+    _vnext3_factors = {}
+    _vnext3_mult = 1.0
     try:
-        _sec_adx = 0
-        try:
-            from strategy_lab import sector_ctx, prepare_sector_context
-            from datetime import timedelta as _td
-            _end = datetime.now().strftime('%Y-%m-%d')
-            _start = (datetime.now() - _td(days=200)).strftime('%Y-%m-%d')
-            prepare_sector_context(_start, _end)
-            _sc = sector_ctx(code, _end)
-            _sec_adx = _sc.get('adx') or 0
-        except Exception:
-            _sec_adx = 0
-        if _sec_adx > 25:
-            _upgrade = {"小仓快进快出": "中等仓位", "中等仓位": "重仓", "正常配置": "重仓"}
-            if position_advice in _upgrade:
-                print(f"  [行业牛杠杆] 行业ADX={_sec_adx:.0f}>25 → 仓位{position_advice}→{_upgrade[position_advice]}", flush=True)
-                position_advice = _upgrade[position_advice]
-    except Exception as _e:
-        print(f"  [行业牛杠杆] 评估异常(跳过): {_e}", flush=True)
+        from strategy_lab import sector_ctx, prepare_sector_context, flow_ctx
+        from datetime import timedelta as _td
+        _end = datetime.now().strftime('%Y-%m-%d')
+        _start = (datetime.now() - _td(days=200)).strftime('%Y-%m-%d')
+        prepare_sector_context(_start, _end)
+        _sc = sector_ctx(code, _end)
+        _vnext3_factors['sector_adx'] = _sc.get('adx') or 0
+        _fl = flow_ctx(code, _end, None, None)
+        _vnext3_factors['flow_delta'] = _fl.get('flow_delta') or 0
+    except Exception:
+        pass
 
     # ----- 短炒+强趋势检测：短炒分类但多周期多头时用移动止损代替弱支撑止损 -----
     is_short_term_strong_trend = False
@@ -1505,13 +1500,38 @@ def reassess_strategy(code, name, price, cost, shares, current_action,
                 timing_signal = "买入"
                 _entry_source = 'momentum'
                 action_note = (action_note + " | B动量突破: " + _bg["reason"]) if action_note else ("B动量突破: " + _bg["reason"])
-                # 动量基因×2.5 信念仓位（2026-07-29 v_combo落地）
-                if position_advice in ("小仓快进快出", "中等仓位", "正常配置"):
-                    position_advice = "重仓(动量基因×2.5)"
-                print(f"  [B通道] 动量突破→买入+重仓×2.5: {_bg['reason']}", flush=True)
+                _vnext3_factors['dna'] = True
+                print(f"  [B通道] 动量突破→买入: {_bg['reason']}", flush=True)
         except Exception as _e:
             print(f"  [B通道] 评估异常(跳过): {_e}", flush=True)
 
+    # ── v_next3 信念模型叠乘封顶×4 ──
+    if is_new_entry and any(s in timing_signal for s in ("买入", "加仓", "可追")):
+        _mult = 1.0
+        _notes = []
+        # ① DNA（B通道标记或v71_gate的hh_structure）
+        if _vnext3_factors.get('dna') or ('_gate' in dir() and _gate and _gate.get('factors',{}).get('hh_structure')):
+            _mult *= 2
+            _notes.append("DNA×2")
+        # ② 行业ADX>25
+        if _vnext3_factors.get('sector_adx', 0) > 25:
+            _mult *= 2
+            _notes.append(f"行业ADX={_vnext3_factors['sector_adx']:.0f}>25×2")
+        # ③ flow_delta>0
+        if _vnext3_factors.get('flow_delta', 0) > 0:
+            _mult *= 2
+            _notes.append(f"flow={_vnext3_factors['flow_delta']:.1f}>0×2")
+        # 封顶
+        _mult = min(_mult, 4.0)
+        if _mult > 1.0:
+            up = {"小仓快进快出": "中等仓位", "中等仓位": "重仓", "正常配置": "重仓"}
+            if position_advice in up:
+                old_pos = position_advice
+                position_advice = up[position_advice] if _mult < 4.0 else "重仓"
+                print(f"  [v_next3信念×{_mult:.0f}] {'·'.join(_notes)} → {old_pos}→{position_advice}", flush=True)
+        else:
+            print(f"  [v_next3信念×1] 无信念因子触发", flush=True)
+
     # ----- 【三维共振层】技术×资金×消息合成判断（2026-07-29 老爸批准，全程记录） -----
     _res_decision = None
     if is_new_entry and any(s in timing_signal for s in ("买入", "加仓", "可追")):