feat: 共振层升级四维——行业新闻情绪(东方财富翻页新闻) + 技术×资金×公告消息×行业新闻

deploy/profile-scripts/resonance.py

@@ -51,6 +51,42 @@ def _flow_state(code):
             'flow_delta': round(flow_delta, 2) if flow_delta is not None else None}
 
 
+# ── 行业新闻情绪分析（2026-07-31：东方财富翻页新闻→500条/股）──
+_POS_KW = ['大涨','涨停','回暖','反弹','回升','领涨','突破','创新高','资金流入','净流入','加仓','密集调研','增持','回购']
+_NEG_KW = ['大跌','跌停','回落','下跌','下挫','走弱','资金流出','净流出','减持','利空','风险','预警','亏损','预警']
+
+def sector_news_sentiment(sector, days=3):
+    import sqlite3
+    conn = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+    try:
+        stocks = conn.execute("SELECT code FROM stock_sectors_em WHERE sector=?", (sector,)).fetchall()
+        if not stocks:
+            return {'state': 'neutral', 'pos': 0, 'neg': 0, 'total': 0}
+        from datetime import datetime, timedelta
+        since = (datetime.now() - timedelta(days=days)).strftime('%Y-%m-%d')
+        codes = tuple(s[0] for s in stocks)
+        placeholders = ','.join('?' for _ in codes)
+        arts = conn.execute(f"SELECT title, content FROM stock_news WHERE code IN ({placeholders}) AND date>=?", codes + (since,)).fetchall()
+        pos = neg = 0
+        for t, c in arts:
+            text = (t or '') + ' ' + (c or '')
+            for kw in _POS_KW:
+                if kw in text: pos += 1; break
+            for kw in _NEG_KW:
+                if kw in text: neg += 1; break
+        total = pos + neg
+        state = 'neutral'
+        if total > 0 and pos / max(total, 1) > 0.6:
+            state = 'positive'
+        elif total > 0 and neg / max(total, 1) > 0.6:
+            state = 'negative'
+        return {'state': state, 'pos': pos, 'neg': neg, 'total': total}
+    except Exception:
+        return {'state': 'neutral', 'pos': 0, 'neg': 0, 'total': 0}
+    finally:
+        conn.close()
+
+
 def _news_state(code, name=None, sector=None):
     """消息维度: 3日内该股/该板块最新消息情绪"""
     since = (datetime.now() - timedelta(days=3)).strftime('%Y-%m-%d')
@@ -109,7 +145,15 @@ def evaluate_resonance(code, gate, name=None):
         decision = 'pass'
         reason = ''
 
-    return {'decision': decision, 'reason': reason, 'flow': flow, 'news': news, 'sector': sector}
+    # ── 第四维：行业新闻情绪叠加(2026-07-31) ──
+    sns = sector_news_sentiment(sector) if sector else {'state': 'neutral', 'pos': 0, 'neg': 0, 'total': 0}
+    if decision == 'pass' and sns['state'] == 'positive' and fs in ('positive', 'strong_positive'):
+        decision = 'resonance'
+        reason = f"行业新闻确认({sns['pos']}pos/{sns['neg']}neg) + 资金流入 → 共振"
+    elif decision == 'pass' and sns['state'] == 'negative' and fs == 'negative':
+        decision = 'downgrade'
+        reason = f"行业新闻利空({sns['pos']}pos/{sns['neg']}neg) + 资金流出 → 降级"
+    return {'decision': decision, 'reason': reason, 'flow': flow, 'news': news, 'sector': sector, 'sector_news': sns}
 
 
 def log_resonance(code, name, price, gate, res, signal_before, signal_after):