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branch_scanner: 状态变化驱动推送，停止15分钟噪音

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核心逻辑重写：
- 不再每15分钟推30只股票的买入信号（噪音）
- 改为静默数据采集 + 状态变化检测
- scanner_state.json 记录上一轮各股最优分支
- 只有以下情况才推：
  ① 情景切换（如弱势震荡→急跌防御）
  ② 某只股票的最优分支变化（如持有→买入/止损）
  ③ 止损首次触发（P0新出现才推，不重复推）

日常运行时完全静默，决策树数据持续累积
This commit is contained in:
知微
2026-06-24 10:37:39 +08:00
parent e1c426fb96
commit 68e806cfa1
4 changed files with 202 additions and 122 deletions
Download Patch File Download Diff File Expand all files Collapse all files
data/decisions.json
+27 -27
View File
@@ -147,7 +147,7 @@
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}
@@ -226,7 +226,7 @@
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@@ -411,7 +411,7 @@
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@@ -705,7 +705,7 @@
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@@ -852,7 +852,7 @@
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@@ -4831,7 +4831,7 @@
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@@ -5035,7 +5035,7 @@
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@@ -5197,7 +5197,7 @@
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@@ -5401,7 +5401,7 @@
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@@ -5642,7 +5642,7 @@
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@@ -5802,7 +5802,7 @@
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@@ -5978,7 +5978,7 @@
},
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@@ -6253,7 +6253,7 @@
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@@ -6351,7 +6351,7 @@
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@@ -6606,7 +6606,7 @@
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@@ -6759,7 +6759,7 @@
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@@ -6823,7 +6823,7 @@
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@@ -6913,7 +6913,7 @@
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@@ -7117,7 +7117,7 @@
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@@ -7358,7 +7358,7 @@
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@@ -7505,7 +7505,7 @@
},
"priority": 99,
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}
@@ -7716,7 +7716,7 @@
},
"priority": 99,
"rationale": "没有分支匹配时的默认动作",
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}
@@ -7856,7 +7856,7 @@
},
"priority": 1,
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},
@@ -8060,7 +8060,7 @@
},
"priority": 1,
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},
@@ -8328,7 +8328,7 @@
},
"priority": 99,
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}
@@ -8518,7 +8518,7 @@
},
"priority": 99,
"rationale": "没有分支匹配时的默认动作",
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}
@@ -8653,7 +8653,7 @@
},
"priority": 99,
"rationale": "没有分支匹配时的默认动作",
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"last_triggered": "2026-06-24"
}
data/portfolio.json
+37 -37
View File
@@ -26,8 +26,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 416.6,
"change_pct": 0.68
"price": 416.4,
"change_pct": 0.39
},
{
"code": "00981",
@@ -55,8 +55,8 @@
"action_note": "⚠️盈亏比偏低(1:1.3)，不建议加仓",
"timing_signal": "大盘中性，行业中性，高估值，蓝筹，持有"
},
"price": 83.9,
"change_pct": 7.77
"price": 83.95,
"change_pct": 7.84
},
{
"code": "01088",
@@ -84,8 +84,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业中性，蓝筹，持有"
},
"price": 41.54,
"change_pct": -1.28
"price": 41.52,
"change_pct": -1.09
},
{
"code": "01211",
@@ -113,8 +113,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 75.1,
"change_pct": -0.99
"price": 75.0,
"change_pct": -1.12
},
{
"code": "01478",
@@ -142,7 +142,7 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业中性，低估值，持有"
},
"price": 7.67,
"price": 7.68,
"change_pct": -2.79
},
{
@@ -171,8 +171,8 @@
"action_note": "短炒强趋势持",
"timing_signal": "大盘中性，行业偏弱，高估值，强趋势持"
},
"price": 94.8,
"change_pct": 8.19
"price": 96.75,
"change_pct": 10.89
},
{
"code": "02202",
@@ -201,7 +201,7 @@
"timing_signal": "大盘中性，行业中性，高估值，持有"
},
"price": 2.34,
"change_pct": -2.92
"change_pct": -2.5
},
{
"code": "02388",
@@ -229,8 +229,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏强，低估值，蓝筹，持有"
},
"price": 46.58,
"change_pct": -0.89
"price": 46.4,
"change_pct": -1.02
},
{
"code": "09988",
@@ -258,8 +258,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 98.45,
"change_pct": -0.51
"price": 98.25,
"change_pct": -0.66
},
{
"code": "300035",
@@ -287,8 +287,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 16.06,
"change_pct": -1.83
"price": 16.21,
"change_pct": -0.92
},
{
"code": "300548",
@@ -316,8 +316,8 @@
"action_note": "短炒强趋势持",
"timing_signal": "大盘中性，行业中性，高估值，强趋势持"
},
"price": 283.8,
"change_pct": -0.78
"price": 282.89,
"change_pct": -1.09
},
{
"code": "300690",
@@ -345,8 +345,8 @@
"action_note": "⚠️盈亏比偏低(1:1.5)，不建议加仓",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 22.79,
"change_pct": -3.55
"price": 22.82,
"change_pct": -3.47
},
{
"code": "300750",
@@ -374,8 +374,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 392.99,
"change_pct": 0.12
"price": 393.04,
"change_pct": 0.14
},
{
"code": "518880",
@@ -403,8 +403,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 8.46,
"change_pct": -0.98
"price": 8.45,
"change_pct": -0.97
},
{
"code": "600036",
@@ -433,7 +433,7 @@
"timing_signal": "大盘中性，行业偏强，低估值，蓝筹，弱势持有"
},
"price": 37.04,
"change_pct": -0.96
"change_pct": -0.94
},
{
"code": "600563",
@@ -490,8 +490,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业偏强，持有"
},
"price": 10.47,
"change_pct": -1.69
"price": 10.49,
"change_pct": -1.5
},
{
"code": "601899",
@@ -519,8 +519,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，低估值，蓝筹，持有"
},
"price": 27.51,
"change_pct": -0.94
"price": 27.58,
"change_pct": -0.61
},
{
"code": "603259",
@@ -548,8 +548,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏强，低估值，持有"
},
"price": 116.45,
"change_pct": 9.54
"price": 116.26,
"change_pct": 9.36
},
{
"code": "688411",
@@ -577,8 +577,8 @@
"action_note": "",
"timing_signal": "持有"
},
"price": 266.91,
"change_pct": -1.96
"price": 267.1,
"change_pct": -2.11
},
{
"code": "688981",
@@ -606,8 +606,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业中性，高估值，蓝筹，持有"
},
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"change_pct": 6.65
"price": 150.91,
"change_pct": 6.5
}
]
}