fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

修复清单：
- cron delivery修正：10个job从deliver=origin/all改为local，消除推送错误
- refresh_mtf_cache.py：替换strategy_lifecycle.PORTFOLIO_PATH导入为mofin_db直接读DB
- clean_watchlist.py：修复mo_data导入名错误和JSON硬编码路径
- MoFin/scripts/与profile scripts互相补全，双向sync到一致
- price_monitor.py：现金源从portfolio_summary表改为cash_log（Dad确认的现金权威）
- 更新watchlist.json加入000850华茂股份

scripts/inject_xiaoguo_insight.py

@@ -0,0 +1,65 @@
+#!/usr/bin/env python3
+"""inject_xiaoguo_insight.py — 将小果情感分析结果注入 market.json
+
+时序：market_watch(15:30) → market_insight(15:35) → xiaoguo_analyst(16:00) → 本脚本(16:05)
+
+读取 xiaoguo_insights.json 的情感分析结果，注入到 market.json 的 insights 字段
+"""
+
+import json
+from datetime import datetime
+from pathlib import Path
+
+DATA_DIR = Path(__file__).parent / "data"
+
+
+def inject():
+    market_path = DATA_DIR / "market.json"
+    xiaoguo_path = DATA_DIR / "xiaoguo_insights.json"
+
+    if not xiaoguo_path.exists():
+        print("xiaoguo_insights.json 不存在，跳过")
+        return
+
+    with open(xiaoguo_path, "r", encoding="utf-8") as f:
+        xiaoguo = json.load(f)
+
+    analyses = xiaoguo.get("analyses", [])
+    if not analyses:
+        print("小果分析为空，跳过")
+        return
+
+    with open(market_path, "r", encoding="utf-8") as f:
+        market = json.load(f)
+
+    insights = market.get("insights", [])
+
+    # 注入情感分析结果
+    for a in analyses:
+        name = a.get("name", "")
+        sentiment = a.get("sentiment", "neutral")
+        confidence = a.get("confidence", 0)
+        brief = a.get("brief", "")
+        sentiment_emoji = {"positive": "", "negative": "", "neutral": ""}.get(
+            sentiment, ""
+        )
+        label = {"positive": "利好", "negative": "利空", "neutral": "中性"}.get(
+            sentiment, "中性"
+        )
+
+        if brief:
+            insights.append(
+                f"[小果]{name}: {label}(置信度{confidence:.0%}) — {brief}"
+            )
+
+    market["insights"] = insights
+    market["xiaoguo_timestamp"] = xiaoguo.get("timestamp", "")
+
+    with open(market_path, "w", encoding="utf-8") as f:
+        json.dump(market, f, ensure_ascii=False, indent=2)
+
+    print(f"注入{len(analyses)}条小果分析到 market.json")
+
+
+if __name__ == "__main__":
+    inject()