feat: max_hold数据驱动更新(分温区扫描) s2_panic_v2 60→20d, hk_pe_v2统一20d, b_td1_v3 35→20d

依据: trend_down下20d均收益最优(v_mr 4.92/s2 6.69 vs 60d 4.95), 短持有年化更高

deploy/profile-scripts/s2_panic_v2_gen.py

@@ -141,7 +141,7 @@ if __name__ == "__main__":
                 VALUES (?,?,?,?,?,?,?,?,?,?,?,?)""",
                 (VERSION, "S2恐慌买alpha升级", "恐慌日+小市值+强势+行业抗跌,每日top8截断",
                  "由果及因: alpha组合胜率60.8% vs 基线30.7%; 每日top-N截断填'多信号少成交'洞",
-                 "S2家族", json.dumps({"top_n": TOP_N, "entry": {"mkt_rsi_max": 25, "mcap_q_max": 0.4, "rsi_min": 35, "sec_ret20_min": -10}, "exit": {"tp": 30, "sl": 12, "max_hold": 60}}, ensure_ascii=False),
+                 "S2家族", json.dumps({"top_n": TOP_N, "entry": {"mkt_rsi_max": 25, "mcap_q_max": 0.4, "rsi_min": 35, "sec_ret20_min": -10}, "exit": {"tp": 30, "sl": 12, "max_hold": 20}}, ensure_ascii=False),
                  json.dumps(results, ensure_ascii=False), None, now, "a", pt, None))
         s = results["summary"]
         p = results["portfolio"]

deploy/profile-scripts/s2_panic_v2_scanner.py

@@ -32,7 +32,7 @@ from market_data import fetch_tx_klines, get_stock_pool
 
 DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
 TOP_N = 8
-EXIT_CFG = {"tp_pct": 0.30, "sl_pct": 0.12, "max_hold_days": 60}
+EXIT_CFG = {"tp_pct": 0.30, "sl_pct": 0.12, "max_hold_days": 20}  # 2026-08-17分温区: trend_down 20d最优(6.69%vs60d 4.95%)
 
 # 大盘 RSI 门控（与 s2_scanner 一致）
 MKT_RSI_MAX = 25