feat: strategy_defs补trend家族(v_next/v8.1=趋势市龙头回调,映射leader_scanner)+候选目录更新(600262切策略有目标了)

deploy/profile-scripts/add_trend_defs.py

@@ -0,0 +1,75 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""补 strategy_defs 的 trend 家族卡（2026-08-18）
+v_next / v8.1（trend_up 激活的顺势策略，映射 leader_scanner.py）
+执行：/home/hmo/MoFin/venv/bin/python add_trend_defs.py
+"""
+import sqlite3, json, hashlib
+
+DB = "/home/hmo/MoFin/data/mofin.db"
+conn = sqlite3.connect(DB, timeout=30)
+conn.execute("PRAGMA busy_timeout=30000")
+
+def upsert(s):
+    hp = hashlib.md5((s.get("key_params") or "").encode()).hexdigest()[:12]
+    s2 = dict(s); s2["params_hash"] = hp; s2["updated_at"] = "2026-08-18 21:20:00"; s2["updated_by"] = "add_trend_defs.py"
+    cols = ",".join(s2.keys()); ph = ",".join("?" * len(s2))
+    conn.execute(
+        f"INSERT INTO strategy_defs ({cols}) VALUES ({ph}) ON CONFLICT(strategy_name) DO UPDATE SET "
+        f"display_name=excluded.display_name, aliases=excluded.aliases, market=excluded.market, "
+        f"regime=excluded.regime, family=excluded.family, summary=excluded.summary, "
+        f"entry_logic=excluded.entry_logic, exit_logic=excluded.exit_logic, "
+        f"key_params=excluded.key_params, review_focus=excluded.review_focus, "
+        f"holding_style=excluded.holding_style, status=excluded.status, "
+        f"retired_reason=excluded.retired_reason, superseded_by=excluded.superseded_by, "
+        f"params_hash=excluded.params_hash, needs_review=excluded.needs_review, "
+        f"doc_ref=excluded.doc_ref, scanner_file=excluded.scanner_file, "
+        f"version=excluded.version, updated_at=excluded.updated_at, updated_by=excluded.updated_by",
+        [s2[k] for k in s2])
+    print(f"  + {s['strategy_name']} 已写入/更新")
+
+# v_next：趋势市龙头回调（trend_up 激活，映射 leader_scanner.py）
+upsert(dict(
+    strategy_name="v_next",
+    display_name="趋势市龙头回调买点",
+    aliases=json.dumps(["v_next", "v_next4", "leader", "bull_trend"]),
+    market="A", regime="trend_up",
+    family="trend_momentum",
+    summary="牛市（trend_up）买入龙头股回调到 MA20 附近的健康回调（dist_ma20∈[-3%,+2%]、RSI 45-65 强势未超买、量能配合、行业趋势共振），不追高。",
+    entry_logic="dist_ma20∈[-3%,+2%]（回调到MA20附近，不追高）；RSI 45-65（强势但未超买）；mcap_q>0.3（龙头非小盘）；vol_ratio>0.8（量能配合）；trend_aligned=1（趋势共振）。",
+    exit_logic="跌破 MA20 下方 8% 止损（MA20×0.92）；+15% 止盈（MA20×1.15，压力位）；买入区 MA20×0.98~MA20。",
+    key_params=json.dumps({"dist_ma20_range": [-3,2], "rsi_range": [45,65], "mcap_q_min": 0.3, "vol_ratio_min": 0.8, "trend_aligned": 1, "tp_pct": 0.15, "sl_pct": 0.08, "regime": "trend_up"}),
+    review_focus="①牛市温区是否延续（trend_up→其他=龙头策略失效，需切换）②回调买点是否仍成立（价格还在MA20附近吗）③RSI是否仍强势未超买④量能是否配合⑤跌破MA20止损位合理性",
+    holding_style="趋势持有（龙头主升浪，回调即买点）",
+    status="active", version="v_next",
+    scanner_file="leader_scanner.py",
+    doc_ref="",
+))
+
+# v8.1：波段先出再进（trend_up 激活的顺势波段）
+upsert(dict(
+    strategy_name="v8.1",
+    display_name="顺势波段先出再进",
+    aliases=json.dumps(["v8.1", "v8"]),
+    market="A", regime="trend_up",
+    family="trend_momentum",
+    summary="趋势市顺势波段：上升趋势中回调买入，波段顶部先出、回踩再进（波段先出再进），吃趋势主升的波段利润。",
+    entry_logic="上升趋势（trend_up）中的回调买点；趋势共振 + 技术位支撑买入；避免追高。",
+    exit_logic="波段顶部先出（压力位/超买）；回踩支撑再进；跌破趋势线止损。",
+    key_params=json.dumps({"regime": "trend_up", "mode": "swing_band"}),
+    review_focus="①趋势是否延续（trend_up）②当前在波段哪个位置（顶部该出/回调该进）③止损/止盈空间④温区切换风险",
+    holding_style="波段（顺势，先出再进）",
+    status="active", version="v8.1",
+    scanner_file="leader_scanner.py",
+    doc_ref="",
+))
+
+# 更新候选目录引用（batch_reassess 的 _CANDIDATES 加 v_next/v8.1）
+# 在 parse_response 的 _CANDIDATES 里补
+
+conn.commit()
+n = conn.execute("SELECT COUNT(*) FROM strategy_defs").fetchone()[0]
+print(f"\nstrategy_defs 共 {n} 张卡:")
+for r in conn.execute("SELECT strategy_name, display_name, regime, status FROM strategy_defs ORDER BY strategy_name").fetchall():
+    print(f"  {r[0]} | {r[1]} | {r[2]} | {r[3]}")
+conn.close()

deploy/profile-scripts/batch_reassess.py

@@ -378,7 +378,7 @@ def build_prompt(data):
         _strategy_sec = """【策略定义】（无策略记录）
 来源策略未知。请基于技术形态/估值/资金特征判断该股当前最接近的策略画像，并在【策略判断】中说明；
 若判断需要归类到某个策略，从以下候选中选择（禁止自创）：
-accumulation(主力建仓) / b_td1_v3(超跌原池优选) / v_mr(弱市深超跌) / hk_pe_mom(港股动量) / hk_pe_oversold(港股超卖) / p_oversold(预测超跌) / s2_panic(恐慌买强势) / leader(龙头回调)"""
+accumulation(主力建仓) / b_td1_v3(超跌原池优选) / v_mr(弱市深超跌) / hk_pe_mom(港股动量) / hk_pe_oversold(港股超卖) / p_oversold(预测超跌) / s2_panic(恐慌买强势) / leader(龙头回调) / v_next(趋势龙头回调) / v8.1(顺势波段)"""
     _sit_sec = f"""【情势体检】（系统确定性计算，非LLM估计）
 当前温区(A股): {_sit.get('regime_a','unknown')}（7天前: {_sit.get('regime_7d_ago','unknown')}）
 温区突变: {'是' if _sit.get('regime_a') != _sit.get('regime_7d_ago') and _sit.get('regime_a') not in ('unknown','') else '否'}
@@ -604,7 +604,7 @@ def parse_response(text):
         result["strategy_reason"] = re.sub(r'^\s*【策略失效理由】\s*', '', _sr).strip()[:200]
     # 更换策略归类（封闭集校验：必须在候选列表内）
     result["strategy_switch_to"] = ""
-    _CANDIDATES = ("accumulation", "b_td1_v3", "v_mr", "hk_pe_mom", "hk_pe_oversold", "p_oversold", "s2_panic", "leader")
+    _CANDIDATES = ("accumulation", "b_td1_v3", "v_mr", "hk_pe_mom", "hk_pe_oversold", "p_oversold", "s2_panic", "leader", "v_next", "v8.1")
     _st = _section_line("更换策略归类")
     if _st:
         _body = re.sub(r'^\s*【更换策略归类】\s*', '', _st).strip().lower()