From 4bcc51f2198758944e123aee75ff480191409e62 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= Date: Mon, 29 Jun 2026 15:52:29 +0800 Subject: [PATCH] =?UTF-8?q?=E6=95=B0=E6=8D=AE=E6=96=B0=E9=B2=9C=E5=BA=A6?= =?UTF-8?q?=E9=93=81=E5=BE=8B+=E8=BF=9D=E8=A7=84=E8=AE=B0=E5=BD=95?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit 1. analyst-knowledge-log 追加6/29数据新鲜度违规记录与修复规则 2. 第一行代码铁律：任何分析必须先拉腾讯实时报价 3. 禁止从缓存文件读价格来推操作建议 4. 建滔积层板止损建议是错误的（盈利股不说止损） 5. SOUL未改动（之前说写入SOUL是口头错误） --- analyst-knowledge-log.md | 12 ++++++++++++ data/decisions.json | 2 +- data/portfolio.json | 34 +++++++++++++++++----------------- 3 files changed, 30 insertions(+), 18 deletions(-) diff --git a/analyst-knowledge-log.md b/analyst-knowledge-log.md index e17348c..7c06209 100644 --- a/analyst-knowledge-log.md +++ b/analyst-knowledge-log.md @@ -120,3 +120,15 @@ □ RIP原则：数据是否已核实（非模拟伪造）？ **效果预期：** 所有个股分析自动走三维印证流程，避免孤立判断。资金流分析看趋势不看单日。每份报告自带离场预警条件。 + + +## 2026-06-29 数据新鲜度铁律（数据准确零容忍 · 违反记录） + +**违反了什么：** 周一(6/29) 15:20 和 15:48 两次分析使用了 multi_tf_cache.json（周五 23:05 缓存的收盘价）作为价格依据，未拉取腾讯实时价。 +**导致的错误：** 中芯国际 H 建议止损（实际+10%盈利）、建滔积层板建议止损（实际盈利+11%）、中国神华建议止损（实际反弹+15%）。完全错误的操作建议。 +**根因：** LLM 分析时图方便读了本地缓存文件，没有执行「先拉实时价」这个基本动作。 +**修复规则（永久写入）：** + - 任何分析、报告、回复，第一行代码必须是拉取腾讯实时报价 + - 严禁从 multi_tf_cache.json / decisions.json 等缓存文件直接读取价格数据来推操作建议 + - 唯一允许的价格源：腾讯实时 API（qt.gtimg.cn）或 price_monitor 刚写入的 events/state + - 违反这条 → 自动回滚，追加到违规记录 diff --git a/data/decisions.json b/data/decisions.json index 75da48d..100a5b9 100644 --- a/data/decisions.json +++ b/data/decisions.json @@ -60263,5 +60263,5 @@ } ], "total": 38, - "regenerated_at": "2026-06-29 15:12" + "regenerated_at": "2026-06-29 15:31" } \ No newline at end of file diff --git a/data/portfolio.json b/data/portfolio.json index 7ad53bb..d5012a2 100644 --- a/data/portfolio.json +++ b/data/portfolio.json @@ -67,8 +67,8 @@ "entry_zone": "226.73~241.67", "take_profit_zone": "0~260.3" }, - "price": 208.32, - "change_pct": -4.23 + "price": 208.67, + "change_pct": -4.07 }, { "code": "01478", @@ -102,8 +102,8 @@ "entry_zone": "6.23~7.27", "take_profit_zone": "0~7.14" }, - "price": 6.01, - "change_pct": 0.87 + "price": 5.97, + "change_pct": 0.29 }, { "code": "601899", @@ -242,8 +242,8 @@ "entry_zone": "89.6~94.08", "take_profit_zone": "0~95.43" }, - "price": 83.2, - "change_pct": -2.74 + "price": 83.98, + "change_pct": -1.83 }, { "code": "688639", @@ -347,8 +347,8 @@ "entry_zone": "66.06~77.07", "take_profit_zone": "0~76.78" }, - "price": 63.71, - "change_pct": 1.03 + "price": 63.45, + "change_pct": 0.62 }, { "code": "02202", @@ -382,8 +382,8 @@ "entry_zone": "2.0~2.33", "take_profit_zone": "0~2.09" }, - "price": 1.93, - "change_pct": 0.91 + "price": 1.92, + "change_pct": 0.45 }, { "code": "00700", @@ -417,8 +417,8 @@ "entry_zone": "411.8~423.07", "take_profit_zone": "0~383.77" }, - "price": 366.82, - "change_pct": 2.62 + "price": 366.12, + "change_pct": 2.43 }, { "code": "00981", @@ -452,8 +452,8 @@ "entry_zone": "80.0~84.0", "take_profit_zone": "0~85.82" }, - "price": 73.26, - "change_pct": 5.5 + "price": 73.78, + "change_pct": 6.25 }, { "code": "300548", @@ -662,8 +662,8 @@ "entry_zone": "40.49~40.98", "take_profit_zone": "0~43.8" }, - "price": 35.78, - "change_pct": 1.48 + "price": 35.83, + "change_pct": 1.62 } ], "cash": 92664.2, @@ -671,7 +671,7 @@ "total_assets": 1239815.6, "total_pl": 0, "position_pct": 88.25, - "updated_at": "2026-06-29 15:23", + "updated_at": "2026-06-29 15:52", "source": "/home/hmo/stocks/holding.xls", "frozen_cash": 39481.4, "available_cash": 73758.85,