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/xiaoguo_sentiment_bridge.py

@@ -0,0 +1,74 @@
+#!/usr/bin/env python3
+"""xiaoguo_sentiment_bridge.py — 小果情感分析数据 → 策略引擎桥接
+
+小果情感分析 cron (3da7ad4ff3a6) 每日16:00运行，输出到指定格式。
+本脚本读取小果的输出，格式化为 strategy_lifecycle 可读取的格式，
+写入 /home/hmo/web-dashboard/data/xiaoguo_sentiment.json
+
+格式：
+{
+  "updated_at": "2026-06-18T16:00:00",
+  "stocks": {
+    "00700": {
+      "name": "腾讯控股",
+      "sentiment": "positive" | "negative" | "neutral",
+      "confidence": 0.85,
+      "keywords": ["游戏", "增长"],
+      "summary": "腾讯游戏业务Q2增长超预期",
+      "source": "xiaoguo"
+    }
+  }
+}
+"""
+
+import json
+import os
+import sys
+from datetime import datetime
+
+OUTPUT_PATH = "/home/hmo/web-dashboard/data/xiaoguo_sentiment.json"
+XIAOGUO_INSIGHTS_PATH = "/home/hmo/web-dashboard/data/xiaoguo_insights.json"
+
+
+def load_xiaoguo_output():
+    """读取小果情感分析的最新输出"""
+    try:
+        if os.path.exists(XIAOGUO_INSIGHTS_PATH):
+            with open(XIAOGUO_INSIGHTS_PATH) as f:
+                data = json.load(f)
+            return data
+    except Exception:
+        pass
+    return None
+
+
+def main():
+    data = load_xiaoguo_output()
+    if data is None:
+        data = {"updated_at": datetime.now().isoformat(), "stocks": {}}
+    else:
+        # 转换为 {code: {sentiment, confidence, keywords, summary}} 格式
+        formatted = {"updated_at": datetime.now().isoformat(), "stocks": {}}
+        for item in data.get("analyses", []):
+            code = item.get("code", "")
+            if code:
+                formatted["stocks"][code] = {
+                    "name": item.get("name", ""),
+                    "sentiment": item.get("sentiment", "neutral"),
+                    "confidence": item.get("confidence", 0),
+                    "keywords": item.get("keywords", []),
+                    "summary": item.get("brief", ""),
+                    "source": "xiaoguo",
+                }
+        data = formatted
+
+    os.makedirs(os.path.dirname(OUTPUT_PATH), exist_ok=True)
+    with open(OUTPUT_PATH, "w") as f:
+        json.dump(data, f, ensure_ascii=False, indent=2)
+
+    stock_count = len(data.get("stocks", {}))
+    print(f"[xiaoguo_bridge] {stock_count} stocks synced", file=sys.stderr)
+
+
+if __name__ == "__main__":
+    main()