现金更正 + 法拉电子清仓记录

截图确认：
- 可用资金 92,664.20（含天添利）
- 冻结 39,481.40
- 总现金 132,145.60
- 总资产 = 持仓市值1,107,670 + 现金132,145.60 = 1,239,815.60

法拉电子 189.20卖出100股已记录

capital_flow_collector.py

@@ -0,0 +1,145 @@
+#!/usr/bin/env python3
+"""capital_flow_collector.py — 个股资金流数据采集器
+
+每30分钟拉一次持仓+自选的超大单/大单/中单/小单资金流向。
+输出到 capital_flow_cache.json 供 price_monitor 和报告使用。
+
+API: push2his.eastmoney.com 个股资金流日线
+"""
+import json, os, sys, time
+from datetime import datetime
+from urllib.request import urlopen
+
+DATA_DIR = "/home/hmo/web-dashboard/data"
+DECISIONS_PATH = f"{DATA_DIR}/decisions.json"
+CACHE_PATH = f"{DATA_DIR}/capital_flow_cache.json"
+
+# eastmoney secid: 1=上海 0=深圳
+def secid(code):
+    code = str(code).strip()
+    if code.startswith(("6", "9")):
+        return f"1.{code}"
+    return f"0.{code}"
+
+def fetch_flow(code, days=5):
+    """拉取个股近N日资金流"""
+    sid = secid(code)
+    url = f"http://push2his.eastmoney.com/api/qt/stock/fflow/daykline/get?secid={sid}&fields1=f1,f2,f3,f7&fields2=f51,f52,f53,f54,f55,f56,f57&lmt={days}"
+    try:
+        resp = urlopen(url, timeout=5)
+        data = json.loads(resp.read().decode("utf-8"))
+        klines = data.get("data", {}).get("klines", [])
+        if not klines:
+            return None
+        result = []
+        for k in klines:
+            p = k.split(",")
+            if len(p) >= 7:
+                result.append({
+                    "date": p[0],
+                    "main_net": float(p[1]),     # 主力净流入(元)
+                    "super_large": float(p[2]),   # 超大单净流入(元)
+                    "large": float(p[3]),          # 大单净流入(元)
+                    "medium": float(p[4]),         # 中单净流入(元)
+                    "small": float(p[5]),          # 小单净流入(元)
+                })
+        return result
+    except Exception as e:
+        return None
+
+def fetch_flow_intraday(code):
+    """拉取当日分时资金流（用于盘中判断）"""
+    sid = secid(code)
+    url = f"http://push2.eastmoney.com/api/qt/stock/fflow/kline/get?secid={sid}&fields1=f1,f2,f3,f7&fields2=f51,f52,f53,f54,f55,f56,f57&klt=1&lmt=120"
+    try:
+        resp = urlopen(url, timeout=5)
+        data = json.loads(resp.read().decode("utf-8"))
+        klines = data.get("data", {}).get("klines", [])
+        if not klines:
+            return None
+        latest = klines[-1].split(",")
+        return {
+            "main_net": float(latest[1]),
+            "super_large": float(latest[2]),
+            "large": float(latest[3]),
+        }
+    except:
+        return None
+
+def analyze_flow(flow_data):
+    """分析资金流模式"""
+    if not flow_data or len(flow_data) < 2:
+        return {}
+    
+    result = {"alerts": [], "pattern": ""}
+    
+    # 最近两日对比
+    d1 = flow_data[-1]  # 最新日
+    d2 = flow_data[-2]  # 前一日
+    
+    # 超大单信号
+    sl1 = d1["super_large"]
+    sl2 = d2["super_large"]
+    
+    # 连续形态判断
+    main_trend = sum(d["main_net"] for d in flow_data[-3:])
+    sl_trend = sum(d["super_large"] for d in flow_data[-3:])
+    
+    # 1. 主力连续流入
+    if main_trend > 50000000 and sl1 > 0 and sl2 > 0:
+        result["pattern"] = "主力持续流入"
+        result["alerts"].append("主力连续3日净流入")
+    
+    # 2. 超大单突然转向（连续流入→流出 或 流出→流入）
+    if sl1 * sl2 < 0:  # 方向反转
+        if sl1 > 0 and sl2 < 0:
+            result["pattern"] = "超大单由出转入"
+            result["alerts"].append("超大单转为净买入(暗示消息即将落地)")
+        elif sl1 < 0 and sl2 > 0:
+            result["pattern"] = "超大单由入转出"
+            result["alerts"].append("超大单转为净卖出(利好出货嫌疑)")
+    
+    # 3. 价格与资金流背离（缺当前价格作比较，在主脚本中完成）
+    # 4. 单日暴量
+    max_sl = max(abs(d["super_large"]) for d in flow_data)
+    if max_sl == abs(sl1) and abs(sl1) > 100000000:
+        result["pattern"] = "单日资金暴量"
+        result["alerts"].append(f"今日超大单异常: {sl1/100000000:.2f}亿")
+    
+    return result
+
+def main():
+    codes = set()
+    # 读取持仓+自选
+    try:
+        dec = json.load(open(DECISIONS_PATH))
+        for d in dec.get("decisions", []):
+            c = d.get("code", "")
+            if c:
+                codes.add(c)
+    except:
+        pass
+    
+    all_flows = {}
+    
+    for code in sorted(codes):
+        flow = fetch_flow(code, days=5)
+        if flow:
+            analysis = analyze_flow(flow)
+            all_flows[code] = {
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+                "flow": flow,
+                "analysis": analysis,
+            }
+        time.sleep(0.3)  # API限流
+    
+    # 写缓存
+    cache = {
+        "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M"),
+        "stocks": all_flows,
+    }
+    json.dump(cache, open(CACHE_PATH, "w"), indent=2, ensure_ascii=False)
+    print(f"[capital_flow] {len(all_flows)}只更新完成")
+
+if __name__ == "__main__":
+    main()

data/portfolio.json

@@ -4,221 +4,672 @@
       "code": "300308",
       "name": "中际旭创",
       "shares": 100,
-      "price": 1253.89,
+      "cost": 1316.53,
-      "cost_price": 1316.53,
+      "position_pct": 15.27,
-      "currency": "CNY",
+      "is_active": 1,
-      "market_val": 125389.0,
+      "stop_loss": 1141.07,
-      "cost_amount": 131653.33,
+      "take_profit": 1278.12,
-      "exchange_rate": 0.8664
+      "entry_low": 1143.66,
+      "entry_high": 1203.93,
+      "action": null,
+      "strategy_updated": null,
+      "analysis": {
+        "stop_loss": 1141.07,
+        "take_profit": 1278.12,
+        "entry_low": 1143.66,
+        "entry_high": 1203.93,
+        "action": "持有观察 | 止损1141.07 | 目标1278.12 | 买入区1143.66~1203.93 | 信号:持有",
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动买盘占优 强撑:1076.48 弱撑:1143.66 弱压:1253.89 强压:1331.38 | MA5=1316.36 MA10=1286.79 MA20=1234.59 MA60=991.33",
+        "multi_tf_context": "多周期看多 | MA20=1234.59 | MA60=991.33 | 长撑:日弱支撑=1113.9 | 长压:日强阻=1416.88",
+        "reassessed_at": "2026-06-29 12:07",
+        "status": "updated",
+        "rr_ratio": 1.51,
+        "action_note": "",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 1141.07,
+        "entry_zone": "1143.66~1203.93",
+        "take_profit_zone": "0~1278.12"
+      },
+      "price": 1178.1,
+      "change_pct": -6.04,
+      "market_value": 131653.0
     },
     {
       "code": "06869",
       "name": "长飞光纤光缆",
       "shares": 500,
-      "price": 250.6,
+      "cost": 263.72,
-      "cost_price": 263.69,
+      "position_pct": 13.47,
-      "currency": "HKD",
+      "is_active": 1,
-      "market_val": 108722.81,
+      "stop_loss": 168.38,
-      "cost_amount": 114403.43,
+      "take_profit": 256.78,
-      "exchange_rate": 0.8677
+      "entry_low": 218.6,
+      "entry_high": 237.6,
+      "action": null,
+      "strategy_updated": null,
+      "analysis": {
+        "stop_loss": 168.38,
+        "take_profit": 256.78,
+        "entry_low": 218.6,
+        "entry_high": 237.6,
+        "action": "持有观察 | ⚠️盈亏比偏低(1:1.3)，不建议加仓 | 止损168.38 | 目标256.78 | 买入区218.6~237.6 | 信号:持有",
+        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:数据不足 强撑:178.0 弱撑:218.6 弱压:250.6 强压:297.2 | MA5=270.0 MA10=249.88 MA20=243.41 MA60=229.24",
+        "multi_tf_context": "多周期看多 | MA20=243.41 | MA60=229.24 | 长撑:MA20=243.41 | 长压:日强阻=305.0",
+        "reassessed_at": "2026-06-29 12:07",
+        "status": "updated",
+        "rr_ratio": 1.33,
+        "action_note": "⚠️盈亏比偏低(1:1.3)，不建议加仓",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 168.38,
+        "entry_zone": "218.6~237.6",
+        "take_profit_zone": "0~256.78"
+      },
+      "price": 199.64,
+      "change_pct": -8.22,
+      "market_value": 131860.0
     },
     {
       "code": "01478",
       "name": "丘钛科技",
       "shares": 11000,
-      "price": 6.86,
+      "cost": 13.47,
-      "cost_price": 13.46,
+      "position_pct": 7.97,
-      "currency": "HKD",
+      "is_active": 1,
-      "market_val": 65476.64,
+      "stop_loss": 5.98,
-      "cost_amount": 128509.38,
+      "take_profit": 7.12,
-      "exchange_rate": 0.8677
+      "entry_low": 6.17,
+      "entry_high": 7.19,
+      "action": "深套持有 | 深套持有 | 止损7.33 | 目标10.39 | 买入区7.88~9.19 | 信号:持有",
+      "strategy_updated": "2026-06-19 16:01",
+      "analysis": {
+        "stop_loss": 5.98,
+        "take_profit": 7.12,
+        "entry_low": 6.17,
+        "entry_high": 7.19,
+        "action": "深套持有 | 深套持有 | 止损5.98 | 目标7.12 | 买入区6.17~7.19 | 信号:持有",
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:6.28 弱撑:6.74 弱压:6.95 强压:7.42 | MA5=8.6 MA10=8.92 MA20=9.28 MA60=8.9",
+        "multi_tf_context": "震荡/无明显方向 | MA20=9.28 | MA60=8.9 | 长撑:日强支撑=6.6 | 长压:日强阻=10.5",
+        "reassessed_at": "2026-06-29 12:06",
+        "status": "updated",
+        "rr_ratio": 0.55,
+        "action_note": "深套持有",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 5.98,
+        "entry_zone": "6.17~7.19",
+        "take_profit_zone": "0~7.12"
+      },
+      "price": 5.97,
+      "change_pct": 0.29,
+      "market_value": 148170.0
     },
     {
       "code": "601899",
-      "name": "XD紫金矿",
+      "name": "紫金矿业",
       "shares": 2400,
-      "price": 25.1,
+      "cost": 39.89,
-      "cost_price": 39.89,
+      "position_pct": 7.34,
-      "currency": "CNY",
+      "is_active": 1,
-      "market_val": 60240.0,
+      "stop_loss": 22.34,
-      "cost_amount": 95732.29,
+      "take_profit": 25.65,
-      "exchange_rate": 0.8664
+      "entry_low": 23.0,
+      "entry_high": 26.84,
+      "action": "深套持有 | 深套持有 | 止损24.48 | 目标34.47 | 买入区26.72~31.17 | 信号:持有",
+      "strategy_updated": "2026-06-19 16:01",
+      "analysis": {
+        "stop_loss": 22.34,
+        "take_profit": 25.65,
+        "entry_low": 23.0,
+        "entry_high": 26.84,
+        "action": "深套持有 | 深套持有 | 止损22.34 | 目标25.65 | 买入区23.0~26.84 | 信号:持有",
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:主动买盘占优 强撑:24.17 弱撑:25.09 弱压:25.91 强压:26.72 | MA5=32.41 MA10=34.06 MA20=35.71 MA60=36.48",
+        "multi_tf_context": "震荡/无明显方向 | MA20=35.71 | MA60=36.48 | 长撑:日强支撑=24.86 | 长压:日强阻=31.44",
+        "reassessed_at": "2026-06-29 12:07",
+        "status": "updated",
+        "rr_ratio": 0.3,
+        "action_note": "深套持有",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 22.34,
+        "entry_zone": "23.0~26.84",
+        "take_profit_zone": "0~25.65"
+      },
+      "price": 25.56,
+      "change_pct": 1.83,
+      "market_value": 95736.0
     },
     {
       "code": "688411",
       "name": "海博思创",
       "shares": 200,
-      "price": 258.88,
+      "cost": 266.95,
-      "cost_price": 266.95,
+      "position_pct": 6.31,
-      "currency": "CNY",
+      "is_active": 1,
-      "market_val": 51776.0,
+      "stop_loss": 245.49,
-      "cost_amount": 53389.21,
+      "take_profit": 268.41,
-      "exchange_rate": 0.8664
+      "entry_low": 258.88,
+      "entry_high": 271.82,
+      "action": "盈利良好 | 止损253.82 | 目标316.5 | 买入区273.21~286.87 | 信号:持有",
+      "strategy_updated": "2026-06-19 16:01",
+      "analysis": {
+        "stop_loss": 245.49,
+        "take_profit": 268.41,
+        "entry_low": 258.88,
+        "entry_high": 271.82,
+        "action": "盈利良好 | 止损245.49 | 目标268.41 | 买入区258.88~271.82 | 信号:持有",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:买卖均衡 强撑:244.1 弱撑:258.88 弱压:294.69 强压:310.66 | MA5=263.81 MA10=256.47 MA20=250.21 MA60=243.32",
+        "multi_tf_context": "震荡/无明显方向 | MA20=250.21 | MA60=243.32 | 长撑:MA20=250.21 | 长压:日强阻=307.58",
+        "reassessed_at": "2026-06-29 12:07",
+        "status": "updated",
+        "rr_ratio": 1.91,
+        "action_note": "",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 245.49,
+        "entry_zone": "258.88~271.82",
+        "take_profit_zone": "0~268.41"
+      },
+      "price": 283.6,
+      "change_pct": 9.55,
+      "market_value": 53390.0
     },
     {
       "code": "688981",
       "name": "中芯国际",
       "shares": 300,
-      "price": 148.76,
+      "cost": 126.07,
-      "cost_price": 126.07,
+      "position_pct": 5.44,
-      "currency": "CNY",
+      "is_active": 1,
-      "market_val": 44628.0,
+      "stop_loss": 136.53,
-      "cost_amount": 37820.42,
+      "take_profit": 155.12,
-      "exchange_rate": 0.8664
+      "entry_low": 139.74,
-    },
+      "entry_high": 146.73,
-    {
+      "action": "盈利良好 | 止损132.76 | 目标164.45 | 买入区134.18~140.89 | 信号:持有",
-      "code": "688639",
+      "strategy_updated": "2026-06-19 16:01",
-      "name": "华恒生物",
+      "analysis": {
-      "shares": 2800,
+        "stop_loss": 136.53,
-      "price": 15.4,
+        "take_profit": 155.12,
-      "cost_price": 21.51,
+        "entry_low": 139.74,
-      "currency": "CNY",
+        "entry_high": 146.73,
-      "market_val": 43120.0,
+        "action": "盈利良好 | 止损136.53 | 目标155.12 | 买入区139.74~146.73 | 信号:持有",
-      "cost_amount": 60223.75,
+        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:买卖均衡 强撑:131.14 弱撑:139.74 弱压:151.73 强压:161.58 | MA5=148.89 MA10=140.54 MA20=135.42 MA60=121.68",
-      "exchange_rate": 0.8664
+        "multi_tf_context": "震荡/无明显方向 | MA20=135.42 | MA60=121.68 | 长撑:MA20=135.42 | 长压:周强阻=159.05",
+        "reassessed_at": "2026-06-29 12:07",
+        "status": "updated",
+        "rr_ratio": 3.07,
+        "action_note": "",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 136.53,
+        "entry_zone": "139.74~146.73",
+        "take_profit_zone": "0~155.12"
+      },
+      "price": 145.1,
+      "change_pct": -2.46,
+      "market_value": 37821.0
     },
     {
       "code": "01888",
       "name": "建滔积层板",
       "shares": 500,
-      "price": 98.55,
+      "cost": 88.23,
-      "cost_price": 88.22,
+      "position_pct": 5.28,
-      "currency": "HKD",
+      "is_active": 1,
-      "market_val": 42755.92,
+      "stop_loss": 74.92,
-      "cost_amount": 38275.35,
+      "take_profit": 93.4,
-      "exchange_rate": 0.8677
+      "entry_low": 84.9,
+      "entry_high": 89.15,
+      "action": "盈利持有 | 短炒强趋势持 | 止损86.34 | 目标141.9 | 买入区85.82~90.11 | 信号:强趋势持",
+      "strategy_updated": "2026-06-19 16:01",
+      "analysis": {
+        "stop_loss": 74.92,
+        "take_profit": 93.4,
+        "entry_low": 84.9,
+        "entry_high": 89.15,
+        "action": "盈利持有 | 止损74.92 | 目标93.4 | 买入区84.9~89.15 | 信号:持有",
+        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:数据不足 强撑:79.2 弱撑:84.9 弱压:98.55 强压:108.1 | MA5=95.1 MA10=88.76 MA20=72.25 MA60=47.53",
+        "multi_tf_context": "多周期看多 | MA20=72.25 | MA60=47.53 | 长撑:MA20=72.25 | 长压:日强阻=107.2",
+        "reassessed_at": "2026-06-29 12:06",
+        "status": "updated",
+        "rr_ratio": 1.77,
+        "action_note": "",
+        "timing_signal": "持有"
+      },
+      "trigger": {
+        "stop_loss": 74.92,
+        "entry_zone": "84.9~89.15",
+        "take_profit_zone": "0~93.4"
+      },
+      "price": 78.55,
+      "change_pct": -8.17,
+      "market_value": 44115.0
+    },
+    {
+      "code": "688639",
+      "name": "华恒生物",
+      "shares": 2800,
+      "cost": 21.51,
+      "position_pct": 5.25,
+      "is_active": 1,
+      "stop_loss": 13.24,
+      "take_profit": 15.97,
+      "entry_low": 14.82,
+      "entry_high": 17.29,
+      "action": null,
+      "strategy_updated": null,
+      "analysis": {
+        "stop_loss": 13.24,
+        "take_profit": 15.97,
+        "entry_low": 14.82,
+        "entry_high": 17.29,
+        "action": "深套持有 | 深套持有 | 止损13.24 | 目标15.97 | 买入区14.82~17.29 | 信号:持有",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:14.06 弱撑:15.4 弱压:16.93 强压:18.48 | MA5=33.22 MA10=33.72 MA20=35.78 MA60=34.59",
+        "multi_tf_context": "多周期看多 | MA20=35.78 | MA60=34.59 | 长撑:日强支撑=14.52 | 长压:月强阻=43.44",
+        "reassessed_at": "2026-06-29 12:07",
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-  "total_market_value": 848625,
+  "total_pl": 0,
-  "total_assets": 961866.0,
+  "position_pct": 88.25,
-  "today_pl": -52416.43,
+  "updated_at": "2026-06-29 12:38",
-  "today_pl_pct": -5.45,
+  "source": "/home/hmo/stocks/holding.xls",
-  "total_pl": -214878.85,
+  "frozen_cash": 39481.4,
-  "position_pct": 88.23,
+  "available_cash": 73758.85,
-  "updated_at": "2026-06-26 23:05",
+  "frozen": 39481.4,
-  "source": "/home/hmo/stocks/holding.xls"
+  "total_cash": 132145.6,
+  "cash_updated_at": "2026-06-29 12:34",
+  "recent_trades": [
+    {
+      "code": "600563",
+      "name": "法拉电子",
+      "action": "sell",
+      "price": 189.2,
+      "shares": 100,
+      "amount": 18920.0,
+      "timestamp": "2026-06-29 10:43"
+    }
+  ]
 }

data/price_history.json

@@ -5,6 +5,12 @@
       "high": 765.99,
       "low": 730.0,
       "close": 730.4
+    },
+    {
+      "date": "2026-06-29",
+      "high": 798.98,
+      "low": 720.0,
+      "close": 786.05
     }
   ],
   "000657": [
@@ -13,6 +19,12 @@
       "high": 109.68,
       "low": 99.0,
       "close": 99.51
+    },
+    {
+      "date": "2026-06-29",
+      "high": 109.68,
+      "low": 91.68,
+      "close": 93.04
     }
   ],
   "000700": [
@@ -21,6 +33,12 @@
       "high": 15.28,
       "low": 13.78,
       "close": 14.13
+    },
+    {
+      "date": "2026-06-29",
+      "high": 15.28,
+      "low": 13.52,
+      "close": 13.57
     }
   ],
   "000711": [
@@ -29,6 +47,12 @@
       "high": 4.7,
       "low": 4.55,
       "close": 4.55
+    },
+    {
+      "date": "2026-06-29",
+      "high": 4.7,
+      "low": 4.32,
+      "close": 4.32
     }
   ],
   "001309": [
@@ -37,6 +61,12 @@
       "high": 980.0,
       "low": 872.31,
       "close": 951.0
+    },
+    {
+      "date": "2026-06-29",
+      "high": 980.0,
+      "low": 872.31,
+      "close": 924.0
     }
   ],
   "002594": [
@@ -45,6 +75,12 @@
       "high": 81.8,
       "low": 78.2,
       "close": 78.2
+    },
+    {
+      "date": "2026-06-29",
+      "high": 81.8,
+      "low": 77.6,
+      "close": 80.26
     }
   ],
   "00700": [
@@ -53,6 +89,12 @@
       "high": 421.2,
       "low": 411.0,
       "close": 411.8
+    },
+    {
+      "date": "2026-06-29",
+      "high": 432.0,
+      "low": 411.0,
+      "close": 429.0
     }
   ],
   "00968": [
@@ -61,6 +103,12 @@
       "high": 2.08,
       "low": 1.97,
       "close": 2.0
+    },
+    {
+      "date": "2026-06-29",
+      "high": 2.08,
+      "low": 1.97,
+      "close": 2.04
     }
   ],
   "00981": [
@@ -69,6 +117,12 @@
       "high": 85.25,
       "low": 79.05,
       "close": 80.0
+    },
+    {
+      "date": "2026-06-29",
+      "high": 85.25,
+      "low": 79.05,
+      "close": 81.95
     }
   ],
   "01070": [
@@ -77,6 +131,12 @@
       "high": 13.0,
       "low": 12.4,
       "close": 12.61
+    },
+    {
+      "date": "2026-06-29",
+      "high": 13.0,
+      "low": 12.4,
+      "close": 12.85
     }
   ],
   "01088": [
@@ -85,6 +145,12 @@
       "high": 41.04,
       "low": 40.0,
       "close": 40.62
+    },
+    {
+      "date": "2026-06-29",
+      "high": 41.22,
+      "low": 40.0,
+      "close": 41.22
     }
   ],
   "01211": [
@@ -93,6 +159,12 @@
       "high": 75.55,
       "low": 72.2,
       "close": 72.65
+    },
+    {
+      "date": "2026-06-29",
+      "high": 75.55,
+      "low": 72.2,
+      "close": 74.15
     }
   ],
   "01478": [
@@ -101,6 +173,12 @@
       "high": 7.17,
       "low": 6.6,
       "close": 6.86
+    },
+    {
+      "date": "2026-06-29",
+      "high": 7.17,
+      "low": 6.6,
+      "close": 6.85
     }
   ],
   "01888": [
@@ -109,6 +187,12 @@
       "high": 103.5,
       "low": 92.3,
       "close": 98.55
+    },
+    {
+      "date": "2026-06-29",
+      "high": 103.5,
+      "low": 89.05,
+      "close": 89.5
     }
   ],
   "02202": [
@@ -117,6 +201,12 @@
       "high": 2.36,
       "low": 2.17,
       "close": 2.2
+    },
+    {
+      "date": "2026-06-29",
+      "high": 2.36,
+      "low": 2.16,
+      "close": 2.24
     }
   ],
   "02318": [
@@ -125,6 +215,12 @@
       "high": 52.2,
       "low": 50.0,
       "close": 50.55
+    },
+    {
+      "date": "2026-06-29",
+      "high": 52.45,
+      "low": 50.0,
+      "close": 52.4
     }
   ],
   "02359": [
@@ -133,6 +229,12 @@
       "high": 150.3,
       "low": 143.4,
       "close": 145.4
+    },
+    {
+      "date": "2026-06-29",
+      "high": 154.6,
+      "low": 143.4,
+      "close": 153.3
     }
   ],
   "02388": [
@@ -141,6 +243,12 @@
       "high": 46.3,
       "low": 44.94,
       "close": 45.56
+    },
+    {
+      "date": "2026-06-29",
+      "high": 46.3,
+      "low": 43.42,
+      "close": 43.5
     }
   ],
   "02628": [
@@ -149,6 +257,12 @@
       "high": 28.56,
       "low": 26.7,
       "close": 26.92
+    },
+    {
+      "date": "2026-06-29",
+      "high": 28.56,
+      "low": 26.7,
+      "close": 28.28
     }
   ],
   "06160": [
@@ -157,6 +271,12 @@
       "high": 170.9,
       "low": 164.7,
       "close": 165.9
+    },
+    {
+      "date": "2026-06-29",
+      "high": 177.0,
+      "low": 164.7,
+      "close": 175.3
     }
   ],
   "06869": [
@@ -165,6 +285,12 @@
       "high": 286.8,
       "low": 242.0,
       "close": 250.6
+    },
+    {
+      "date": "2026-06-29",
+      "high": 286.8,
+      "low": 227.2,
+      "close": 229.0
     }
   ],
   "09868": [
@@ -173,6 +299,12 @@
       "high": 47.9,
       "low": 45.32,
       "close": 45.58
+    },
+    {
+      "date": "2026-06-29",
+      "high": 49.14,
+      "low": 45.32,
+      "close": 48.28
     }
   ],
   "09988": [
@@ -181,6 +313,12 @@
       "high": 92.5,
       "low": 88.65,
       "close": 89.5
+    },
+    {
+      "date": "2026-06-29",
+      "high": 95.45,
+      "low": 88.65,
+      "close": 95.2
     }
   ],
   "300035": [
@@ -189,6 +327,12 @@
       "high": 15.12,
       "low": 14.19,
       "close": 14.19
+    },
+    {
+      "date": "2026-06-29",
+      "high": 15.12,
+      "low": 13.74,
+      "close": 14.12
     }
   ],
   "300124": [
@@ -197,6 +341,12 @@
       "high": 66.75,
       "low": 63.13,
       "close": 63.28
+    },
+    {
+      "date": "2026-06-29",
+      "high": 66.75,
+      "low": 62.01,
+      "close": 62.4
     }
   ],
   "300308": [
@@ -205,6 +355,12 @@
       "high": 1296.94,
       "low": 1235.13,
       "close": 1253.89
+    },
+    {
+      "date": "2026-06-29",
+      "high": 1296.94,
+      "low": 1169.49,
+      "close": 1178.1
     }
   ],
   "300548": [
@@ -213,6 +369,12 @@
       "high": 286.48,
       "low": 262.31,
       "close": 262.65
+    },
+    {
+      "date": "2026-06-29",
+      "high": 286.48,
+      "low": 245.1,
+      "close": 248.18
     }
   ],
   "300750": [
@@ -221,6 +383,12 @@
       "high": 409.81,
       "low": 381.0,
       "close": 381.0
+    },
+    {
+      "date": "2026-06-29",
+      "high": 409.81,
+      "low": 378.2,
+      "close": 392.1
     }
   ],
   "518880": [
@@ -229,6 +397,12 @@
       "high": 8.393,
       "low": 8.293,
       "close": 8.39
+    },
+    {
+      "date": "2026-06-29",
+      "high": 8.479,
+      "low": 8.293,
+      "close": 8.475
     }
   ],
   "600519": [
@@ -237,6 +411,12 @@
       "high": 1199.0,
       "low": 1168.1,
       "close": 1168.63
+    },
+    {
+      "date": "2026-06-29",
+      "high": 1215.0,
+      "low": 1151.01,
+      "close": 1206.29
     }
   ],
   "600563": [
@@ -245,6 +425,12 @@
       "high": 195.5,
       "low": 177.7,
       "close": 188.76
+    },
+    {
+      "date": "2026-06-29",
+      "high": 198.8,
+      "low": 177.7,
+      "close": 188.61
     }
   ],
   "601318": [
@@ -253,6 +439,12 @@
       "high": 49.49,
       "low": 47.2,
       "close": 47.23
+    },
+    {
+      "date": "2026-06-29",
+      "high": 49.49,
+      "low": 46.9,
+      "close": 48.53
     }
   ],
   "601899": [
@@ -261,6 +453,12 @@
       "high": 25.9,
       "low": 24.86,
       "close": 25.1
+    },
+    {
+      "date": "2026-06-29",
+      "high": 25.9,
+      "low": 24.86,
+      "close": 25.56
     }
   ],
   "688411": [
@@ -269,6 +467,12 @@
       "high": 280.5,
       "low": 255.19,
       "close": 258.88
+    },
+    {
+      "date": "2026-06-29",
+      "high": 288.49,
+      "low": 255.19,
+      "close": 283.6
     }
   ],
   "688630": [
@@ -277,6 +481,12 @@
       "high": 554.95,
       "low": 512.5,
       "close": 527.97
+    },
+    {
+      "date": "2026-06-29",
+      "high": 558.0,
+      "low": 503.66,
+      "close": 507.0
     }
   ],
   "688639": [
@@ -285,6 +495,12 @@
       "high": 16.22,
       "low": 14.52,
       "close": 15.4
+    },
+    {
+      "date": "2026-06-29",
+      "high": 16.75,
+      "low": 14.52,
+      "close": 16.47
     }
   ],
   "688795": [
@@ -293,6 +509,12 @@
       "high": 697.99,
       "low": 663.8,
       "close": 672.77
+    },
+    {
+      "date": "2026-06-29",
+      "high": 708.2,
+      "low": 663.8,
+      "close": 696.24
     }
   ],
   "688981": [
@@ -301,6 +523,20 @@
       "high": 156.22,
       "low": 146.5,
       "close": 148.76
+    },
+    {
+      "date": "2026-06-29",
+      "high": 156.22,
+      "low": 141.0,
+      "close": 145.1
+    }
+  ],
+  "002015": [
+    {
+      "date": "2026-06-29",
+      "high": 18.65,
+      "low": 17.33,
+      "close": 17.62
     }
   ]
 }

data/stocks/00700.json

@@ -116,6 +116,11 @@
       "content": "**腾讯控股(00700)** — 昨收428.8(低412.6高439.8)，成本443.9仍浮亏。互联网服务板块暂稳，持有等解套。",
       "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **腾讯控股(00700)** 现价411.8低于买入区435~441，止损387.49距离~6%",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-02T11:55:44.093905",
       "content": "❌ 反例：腾讯00700，底仓100股(3.59%)，浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 机械执行，未考虑底仓属性+浮盈幅度。",
@@ -991,6 +996,16 @@
       "content": "{\"type\":\"周复盘\",\"time\":\"周日\",\"summary\":\"A股先跌后弹分化格局，全市场普跌后暴力反弹\",\"key_holdings\":[{\"code\":\"600110\",\"name\":",
       "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **腾讯(00700)** — 现价411.80，止损387.49（距6%）。港股科技势头转弱，注意。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-03T09:56:06.723399",
       "content": "- 腾讯(00700) — 追踪止盈策略，无具体买入区间trigger。",

data/stocks/00968.json

@@ -16,6 +16,11 @@
       "content": "**信义光能(00968)** 现价2.44(-2.79%) | 买入区2.28~2.52 | 现价在区间中位，可挂2.35等吸纳。",
       "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **信义光能(00968)** — 6/26触发买入区间信号（价格2.0，区间1.96~2.04），如不是持仓可关注。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-14T08:55:34.460610",
       "content": "**🟢 信义光能(00968) ¥2.41 | 买入区2.36~2.46 ✅ | RR:3.14**",

data/stocks/01211.json

@@ -591,6 +591,26 @@
       "content": "| **比亚迪(01211)** | 成本$105.49，现价≈$84.25，浮亏-20.1%，止损$81.72距仅3% | 严格执行止损，破$82不犹豫 |",
       "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "成本104.86，现72.65，止损63.99距仅12%。post_mortem 显示01211被提及180次（全库最高频），但全是重复预警没有实质性应对。从6/16到6/26已经10天，价格从~84",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "post_mortem 已明确指出01211/01347/09880的问题。建议：当一个标的被提及超过20次/周时，自动生成一份《个股跟踪小结》汇总所有建议和实际走势，判断哪些建议有效、哪些是重复噪音",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **比亚迪(01211)** — 现价72.65，止损63.99（距12%）。港股汽车板块整体承压，持续下跌趋势未改。建议：重新审视持股逻辑——如果中线看多理由充分，可考虑将止损下移至60附近；如",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "比亚迪股份(01211) 仓位4.56% +2.27%→ 持有，连涨",

data/stocks/01347.json

@@ -40,6 +40,11 @@
       "time": "2026-06-02T16:56:09.364781",
       "content": "• **华虹半导体(01347) 147.40** -3.22% | 买入区125-130，低于区间→观望",
       "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "post_mortem 已明确指出01211/01347/09880的问题。建议：当一个标的被提及超过20次/周时，自动生成一份《个股跟踪小结》汇总所有建议和实际走势，判断哪些建议有效、哪些是重复噪音",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
     }
   ]
 }

data/stocks/01888.json

@@ -151,6 +151,11 @@
       "content": "**建滔积层板(01888) 91.85(+3.49%)** | 仓位3.88%→持有",
       "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "**③ 建滔积层板(01888)持有判断正确**",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-14T08:55:34.460610",
       "content": "**🟢 建滔积层板(01888) ¥65.6 | 买入区64.29~66.91 ✅ | RR:2.95**",

data/stocks/02202.json

@@ -51,6 +51,11 @@
       "content": "**万科企业(02202)** 现价2.42 | 仓位4.03% | 光头光脚阴线-4.76%，房地产板块整体-0.92%，破位下行，注意2.06止损防线",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "**万科企业(02202) 现价2.20** | 浮亏-52.9%最大亏损股，止损2.0距9%，港股地产持续阴跌，关注2元心理关口。",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 万科企业(02202) | 2.76 | -0.72% | 3.39% | 深套持有，止损2.5 |",
@@ -596,6 +601,16 @@
       "content": "**万科企业(02202)** 距止损-12.5%！现价2.0(-3.75%)，弱支撑2.26已破，逼近止损1.75。成本4.68(-57.3%)深套。操作：已无加仓意义，跌破1.75必须斩仓，本周重",
       "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "**③ ⚠️ 万科(02202)浮亏-52.9%，接近止损却无复盘**",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **万科(02202)** — 现价2.20，止损2.00（距9%）。周五港股继续弱，若跌破2.00港币将触发止损。建议：提前制定应对方案，而不是等到触发了再慌。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-04T09:55:40.300986",
       "content": "- 万科(02202): 补仓区间2.5~2.6，昨收2.70，距+3.8%，未进入。",

data/stocks/02628.json

@@ -1,6 +1,11 @@
 {
   "code": "02628",
   "history": [
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-14T08:55:34.460610",
       "content": "**🟢 中国人寿(02628) ¥30.12 | 买入区29.52~29.76 ▲+1.21% | RR:1.02**",

data/stocks/06160.json

@@ -141,6 +141,11 @@
       "content": "\"百济06160：现价XX，策略164~166试仓/170~172加仓，今日关注\"",
       "report_id": "cron_99c06255590a_2026-06-10_08-31-01"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-02T11:55:44.093905",
       "content": "例：百济神州(06160) 决策库标明\"洗盘判断，新底线160~163\" → 不可按原止损168处理",

data/stocks/06869.json

@@ -11,6 +11,11 @@
       "content": "{\"type\":\"周度主动发现\",\"time\":\"16:00\",\"holdings\":[{\"code\":\"688411\",\"name\":\"海博思创\",\"action\":\"反弹至270~275减仓1手\"",
       "report_id": "cron_2cb381b80865_2026-06-06_16-02-34"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **长飞光纤光缆(06869)** 仓位11.3%第二重，浮亏-5.0%，止损209距较远",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-02T13:56:05.495125",
       "content": "🔺**长飞光纤(06869)** | 231.00 +9.90% | 买入区210~220已超出，等回调再入3%",
@@ -66,6 +71,11 @@
       "content": "10. 门槛过高无法操作的股票（如长飞光纤06869 500股≈12万HKD）不推送操作建议",
       "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **长飞光纤光缆(06869)** — 已触发多次买入区信号（~250附近），成本263.69浮亏不大，可关注补仓摊薄机会（如果看好光纤光缆景气周期）。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-14T08:55:34.460610",
       "content": "**🟢 长飞光纤(06869) ¥226.6 | 买入区222.07~231.13 ✅ | RR:2.91**",

data/stocks/09988.json

@@ -646,6 +646,11 @@
       "content": "| **阿里巴巴(09988)** | 成本$126.68，现价≈$107.3，浮亏-15.2%，止损$104.67距仅2.5% | 最危险持仓，需设条件单 |",
       "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "advice_timeline 显示对腾讯(00700)、比亚迪(01211)、阿里(09988)反复发出\"距止损仅3-4%\"的预警（6/16盘中多次），体现了监控的持续性。标的标准确，该盯的都在盯。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "阿里巴巴-W(09988) 仓位7.25% +0.33%→ 持有，横盘震荡",

data/stocks/300035.json

@@ -506,6 +506,11 @@
       "content": "**2. 中科电气(300035) 距止损16.01仅1.8%！** 现16.31(+4.63%)仓2.73%浮亏-27%。今日虽反弹但量价齐跌卖盘占优，止损16.01设好不破不移。",
       "report_id": "cron_d42f2ce3b479_2026-06-11_20-30-16"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **中科电气(300035)** — 现价14.19，止损13.74（距3.2%）。新能电池板块本周-4.29%，中科电气持续走弱。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-09T08:55:23.491465",
       "content": "{\"code\":\"300035\",\"name\":\"中科电气\",\"action\":\"持有\",\"price\":16.36},",

data/stocks/300750.json

@@ -51,6 +51,11 @@
       "content": "**宁德时代(300750)** 现价401.90(持平) | 仓位3.72% | 昨日触发买入区间393~398，现价仍在成本附近，创业板指+1.46%支撑",
       "report_id": "cron_99c06255590a_2026-06-26_08-43-03"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **宁德时代(300750)** 现价381低于买入区384~397，可等回踩买入区下沿384",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 宁德时代(300750) | 427.84 | +1.84% | 4.04% | 持有，止损400止盈460 |",
@@ -521,6 +526,11 @@
       "content": "**自选（距买入区±3%）：** 腾讯(00700) 440.20HKD，前买入区444-450，距下限约-0.9%恰在边缘，可观察不操作；宁德时代(300750) 391.55，前买入区400-41",
       "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **宁德时代(300750)** — 现价381.00，止损345.04（距9%）。电池板块下周压力可能持续。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-09T08:55:23.491465",
       "content": "{\"code\":\"300750\",\"name\":\"宁德时代\",\"action\":\"持有\",\"price\":400.0},",

data/stocks/601899.json

@@ -61,6 +61,11 @@
       "content": "**紫金矿业(601899)** — 贵金属板块两日累跌-8%，隔夜金价再跌-0.44%，距止损24.48仅5.6%空间",
       "report_id": "cron_99c06255590a_2026-06-26_08-43-03"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "**XD紫金矿(601899) 现价25.10** | 距止损24.48仅2.5%，上周板块能源金属-6.38%领跌，若工业金属继续承压则开盘可能触发止损。**设预警24.50**",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-01T10:25:54.419132",
       "content": "2. **紫金矿业(601899)** 进入加仓区间29-30，可考虑分批加仓",
@@ -566,6 +571,11 @@
       "content": "| **紫金矿业(601899)** | 成本$40.27，止盈$34.47已低于成本，仓位6.98%第二大 | 策略可能需要重新评估——止盈低于成本价，逻辑错误 |",
       "report_id": "cron_e02b8bde74f8_2026-06-21_22-06-40"
     },
+    {
+      "time": "2026-06-29T08:55:56.391301",
+      "content": "- **紫金矿(601899)** — 现价25.10，止损24.48（距2.5%）。资源板块本周跌幅最大（贵金属-8.6%，工业金属-5.53%），已到止损边缘。",
+      "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
+    },
     {
       "time": "2026-06-09T08:55:23.491465",
       "content": "{\"code\":\"601899\",\"name\":\"紫金矿业\",\"action\":\"持有\",\"price\":28.27},",

data/stocks/688639.json

@@ -31,6 +31,11 @@
       "content": "**华恒生物(688639)** — 已跌破止损20.03(现价17.12)，昨日同花顺向下突破预警，-20%浮亏，需止损",
       "report_id": "cron_99c06255590a_2026-06-26_08-43-03"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "**华恒生物(688639) 现价15.40** | 成本21.51浮亏-28.4%，止损20.03已远破，无止盈。深套股无风控，建议重新评估止损策略或减仓。",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-01T14:55:20.378304",
       "content": "• 华恒生物(688639) 23.58 | +0.47% → 🤝持有，接近止损23.18",

data/stocks/688795.json

@@ -1,6 +1,11 @@
 {
   "code": "688795",
   "history": [
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **自选可建仓**：摩尔线程(688795)仍在买入区655~672内，百济神州(06160)距买入区上沿+0.9%，中国人寿(02628)距买入区-2%可关注",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-01T15:56:03.416800",
       "content": "👀观望 摩尔线程-U(688795) | 现价600.03 | -6.68% | GPU赛道跟随半导体回调，买入区560-580未触及",

data/stocks/688981.json

@@ -36,6 +36,11 @@
       "content": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。",
       "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
     },
+    {
+      "time": "2026-06-29T08:55:56.317989",
+      "content": "- **中芯国际A(688981)** 浮盈+18%仓位4.64%，距离止损132.76安全",
+      "report_id": "cron_99c06255590a_2026-06-29_08-37-43"
+    },
     {
       "time": "2026-06-01T11:55:35.956320",
       "content": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐，关注134支撑**",

data/strategy_staleness_report.json

@@ -1,19 +1,19 @@
 {
-  "checked_at": "2026-06-26T10:42:17",
+  "checked_at": "2026-06-29T09:00:15",
-  "total_active": 38,
+  "total_active": 53,
-  "flagged_count": 17,
+  "flagged_count": 12,
   "flagged": [
     {
       "code": "000657",
       "name": "中钨高新",
-      "price": 106.49,
+      "price": 99.51,
       "flags": [
-        "现价106.49在买入区104~108（是否可买需结合timing_signal判断）"
+        "现价99.51在买入区98~102（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:40",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "104~108",
+      "entry_zone": "98~102",
-      "current": "盈利持有 | 目标116.25 | 止损103.12 | 买入区104.36~108.37",
+      "current": "盈利持有 | 目标113.41 | 止损95.78 | 买入区97.52~101.5",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -26,99 +26,39 @@
         "现价4.55在买入区4~5（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:40",
+      "last_update": "2026-06-26 23:04",
       "entry_zone": "4~5",
-      "current": "盈利持有 | 目标5.03 | 止损3.94 | 买入区4.46~4.64 | 信号:观望",
+      "current": "盈利持有 | 目标4.96 | 止损4.11 | 买入区4.46~4.63 | 信号:观望",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
     },
-    {
-      "code": "001309",
-      "name": "德明利",
-      "price": 908.72,
-      "flags": [
-        "现价908.72在买入区873~909（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:40",
-      "entry_zone": "873~909",
-      "current": "盈利持有 | 止损参考810.0 | 买入区873.18~908.82",
-      "updated_by": "manual",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
     {
       "code": "002594",
       "name": "比亚迪",
-      "price": 79.39,
+      "price": 78.2,
       "flags": [
-        "现价79.39在买入区78~81（是否可买需结合timing_signal判断）"
+        "现价78.20在买入区77~80（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:40",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "78~81",
+      "entry_zone": "77~80",
-      "current": "盈利持有 | 目标90.42 | 止损74.7 | 买入区77.8~80.98 | 信号:观望",
+      "current": "盈利持有 | 目标85.66 | 止损67.69 | 买入区76.64~79.76 | 信号:观望",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
     },
     {
-      "code": "00968",
+      "code": "02388",
-      "name": "信义光能",
+      "name": "中银香港",
-      "price": 2.02,
+      "price": 45.56,
       "flags": [
-        "现价2.02在买入区2~2（是否可买需结合timing_signal判断）"
+        "现价45.56在买入区45~46（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:40",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "2~2",
+      "entry_zone": "45~46",
-      "current": "盈利持有 | 目标2.61 | 止损1.71 | 买入区1.98~2.06",
+      "current": "盈利持有 | 目标49.62 | 止损41.15 | 买入区44.65~46.36 | 信号:关注",
-      "updated_by": "auto",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "01070",
-      "name": "TCL电子",
-      "price": 12.49,
-      "flags": [
-        "现价12.49在买入区12~13（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:40",
-      "entry_zone": "12~13",
-      "current": "盈利持有 | 目标15.31 | 止损11.2 | 买入区12.24~12.74 | 信号:关注",
-      "updated_by": "auto",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "02318",
-      "name": "中国平安",
-      "price": 50.65,
-      "flags": [
-        "现价50.65在买入区51~53（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:41",
-      "entry_zone": "51~53",
-      "current": "盈利持有 | 止损参考50.05 | 买入区50.57~52.63 | 信号:关注",
-      "updated_by": "manual",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "02359",
-      "name": "药明康德",
-      "price": 146.0,
-      "flags": [
-        "现价146.00在买入区143~149（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:41",
-      "entry_zone": "143~149",
-      "current": "盈利持有 | 目标176.4 | 止损125.09 | 买入区143.08~148.92 | 信号:关注",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -126,14 +66,14 @@
     {
       "code": "02628",
       "name": "中国人寿",
-      "price": 27.54,
+      "price": 26.92,
       "flags": [
-        "现价27.54在买入区27~28（是否可买需结合timing_signal判断）"
+        "现价26.92在买入区26~27（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "27~28",
+      "entry_zone": "26~27",
-      "current": "盈利持有 | 目标31.98 | 止损23.71 | 买入区26.99~28.09 | 信号:关注",
+      "current": "盈利持有 | 目标29.55 | 止损23.15 | 买入区26.38~27.38",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -141,29 +81,14 @@
     {
       "code": "06160",
       "name": "百济神州",
-      "price": 167.3,
+      "price": 165.9,
       "flags": [
-        "现价167.30在买入区164~169（是否可买需结合timing_signal判断）"
+        "现价165.90在买入区163~167（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "164~169",
+      "entry_zone": "163~167",
-      "current": "盈利持有 | 目标184.03 | 止损154.72 | 买入区163.95~169.32 | 信号:关注",
+      "current": "盈利持有 | 目标180.44 | 止损141.76 | 买入区162.58~167.49 | 信号:关注",
-      "updated_by": "auto",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "09988",
-      "name": "阿里巴巴-W",
-      "price": 90.65,
-      "flags": [
-        "现价90.65在买入区89~92（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:41",
-      "entry_zone": "89~92",
-      "current": "盈利持有 | 目标114.0 | 止损76.7 | 买入区88.84~92.46 | 信号:关注",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -171,14 +96,14 @@
     {
       "code": "300124",
       "name": "汇川技术",
-      "price": 64.28,
+      "price": 63.28,
       "flags": [
-        "现价64.28在买入区63~66（是否可买需结合timing_signal判断）"
+        "现价63.28在买入区62~65（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:04",
-      "entry_zone": "63~66",
+      "entry_zone": "62~65",
-      "current": "盈利持有 | 目标73.21 | 止损60.48 | 买入区62.99~65.57 | 信号:观望",
+      "current": "盈利持有 | 目标69.45 | 止损54.78 | 买入区62.01~64.55 | 信号:观望",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -186,29 +111,15 @@
     {
       "code": "600519",
       "name": "贵州茅台",
-      "price": 1177.91,
+      "price": 1168.63,
       "flags": [
-        "现价1177.91在买入区1154~1197（是否可买需结合timing_signal判断）"
+        "[STRATEGY_STALE] 盈亏比不足(RR=1.31)或无止盈",
+        "现价1168.63在买入区1101~1185（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-27 01:55",
-      "entry_zone": "1154~1197",
+      "entry_zone": "1101~1185",
-      "current": "盈利持有 | 目标1279.04 | 止损1142.57 | 买入区1154.35~1197.16 | 信号:关注",
+      "current": "空头排列 | 止损1068.39 | 目标1300.11 | 买入区1101.43~1184.93 | 信号:等待企稳",
-      "updated_by": "auto",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "601318",
-      "name": "中国平安",
-      "price": 47.69,
-      "flags": [
-        "现价47.69在买入区47~49（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-26 10:41",
-      "entry_zone": "47~49",
-      "current": "盈利持有 | 目标53.07 | 止损46.26 | 买入区46.74~48.64 | 信号:观望",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -216,14 +127,14 @@
     {
       "code": "688630",
       "name": "芯碁微装",
-      "price": 531.54,
+      "price": 527.97,
       "flags": [
-        "现价531.54在买入区521~542（是否可买需结合timing_signal判断）"
+        "现价527.97在买入区517~535（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:05",
-      "entry_zone": "521~542",
+      "entry_zone": "517~535",
-      "current": "盈利持有 | 目标645.42 | 止损463.35 | 买入区520.91~542.17",
+      "current": "盈利持有 | 目标574.26 | 止损473.66 | 买入区517.41~534.9",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -231,14 +142,14 @@
     {
       "code": "688795",
       "name": "摩尔线程-U",
-      "price": 674.0,
+      "price": 672.77,
       "flags": [
-        "现价674.00在买入区661~687（是否可买需结合timing_signal判断）"
+        "现价672.77在买入区659~677（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:05",
-      "entry_zone": "661~687",
+      "entry_zone": "659~677",
-      "current": "盈利持有 | 目标815.28 | 止损634.17 | 买入区660.52~687.48 | 信号:观望",
+      "current": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 目标712.38 | 止损633.01 | 买入区659.31~676.51 | 信号:观望",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
@@ -246,28 +157,45 @@
     {
       "code": "688802",
       "name": "沐曦股份-U",
-      "price": 741.92,
+      "price": 730.4,
       "flags": [
-        "现价741.92在买入区727~757（是否可买需结合timing_signal判断）"
+        "现价730.40在买入区716~745（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-26 10:41",
+      "last_update": "2026-06-26 23:05",
-      "entry_zone": "727~757",
+      "entry_zone": "716~745",
-      "current": "盈利持有 | 目标870.66 | 止损698.07 | 买入区727.08~756.76",
+      "current": "盈利持有 | 目标800.56 | 止损687.24 | 买入区715.79~745.01 | 信号:关注",
       "updated_by": "auto",
       "updated_reason": "自动生成",
       "is_watchlist": true
+    },
+    {
+      "code": "002015",
+      "name": "协鑫能科",
+      "price": 17.62,
+      "flags": [
+        "[STRATEGY_STALE] 盈亏比不足(RR=1.46)或无止盈",
+        "现价17.62在买入区16~19（是否可买需结合timing_signal判断）"
+      ],
+      "age_days": 0,
+      "last_update": "2026-06-28 20:45",
+      "entry_zone": "16~19",
+      "current": "内幕消息跟踪 | 止损14.80 | 目标22.0 | 买入区15.74~18.65 | 信号:放量突破确认",
+      "updated_by": "manual",
+      "updated_reason": "自动生成",
+      "is_watchlist": true
     }
   ],
   "portfolio": {
-    "position_pct": 93.5,
+    "position_pct": 88.23,
-    "cash": 69825,
+    "cash": 73758.85,
-    "weak_position_pct": 50.0,
+    "weak_position_pct": 30.3,
-    "all_weak_pct": 52.6,
+    "all_weak_pct": 41.5,
     "signals": [
-      "[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比50.0%>40%，建议系统性减仓",
+      "[PORTFOLIO_WEAK_MILD] 组合弱势占比30.3%，需关注",
-      "[PORTFOLIO_FULL] 总仓位93.5%（现金69825元），买入建议受限"
+      "[PORTFOLIO_FULL] 总仓位88.23%（现金22932元），买入建议受限"
-    ]
+    ],
+    "total_assets": 113240.25
   },
-  "summary": "扫描38个策略，17个需关注"
+  "summary": "扫描53个策略，12个需关注"
 }

data/watchlist.json.bak2

@@ -4,337 +4,373 @@
       "code": "02388",
       "name": "中银香港",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 41.15,
+      "stop_loss": 42.2,
-      "take_profit": 49.62,
+      "take_profit": 47.25,
-      "entry_low": 44.65,
+      "entry_low": 42.63,
-      "entry_high": 46.36,
+      "entry_high": 44.22,
       "action": null,
       "analysis": {
-        "stop_loss": 41.15,
+        "stop_loss": 42.2,
-        "take_profit": 49.62,
+        "take_profit": 47.25,
-        "entry_low": 44.65,
+        "entry_low": 42.63,
-        "entry_high": 46.36,
+        "entry_high": 44.22,
-        "action": "盈利持有 | 目标49.62 | 止损41.15 | 买入区44.65~46.36 | 信号:关注",
+        "action": "盈利持有 | 目标47.25 | 止损42.2 | 买入区42.63~44.22 | 信号:关注",
-        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:41.58 弱撑:44.9 弱压:46.32 强压:49.62",
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:40.29 弱撑:43.15 弱压:44.3 强压:47.25 | MA5=46.6 MA10=47.51 MA20=47.55 MA60=45.8",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "多周期看多 | MA20=47.55 | MA60=45.8 | 长撑:日强支撑=44.94 | 长压:日强阻=49.36",
+        "reassessed_at": "2026-06-29 12:06",
         "status": "updated",
-        "rr_ratio": 2.96,
+        "rr_ratio": 2.88,
         "action_note": "",
         "timing_signal": "关注"
       },
       "trigger": {
-        "stop_loss": 41.15,
+        "stop_loss": 42.2,
-        "entry_zone": "44.65~46.36",
+        "entry_zone": "42.63~44.22",
-        "take_profit_zone": "0~49.62"
+        "take_profit_zone": "0~47.25"
-      }
+      },
+      "price": 37.83,
+      "change_pct": -1.64
     },
     {
       "code": "002594",
       "name": "比亚迪",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 67.69,
+      "stop_loss": 75.51,
-      "take_profit": 85.66,
+      "take_profit": 83.8,
-      "entry_low": 76.64,
+      "entry_low": 78.65,
-      "entry_high": 79.76,
+      "entry_high": 80.23,
       "action": null,
       "analysis": {
-        "stop_loss": 67.69,
+        "stop_loss": 75.51,
-        "take_profit": 85.66,
+        "take_profit": 83.8,
-        "entry_low": 76.64,
+        "entry_low": 78.65,
-        "entry_high": 79.76,
+        "entry_high": 80.23,
-        "action": "盈利持有 | 目标85.66 | 止损67.69 | 买入区76.64~79.76 | 信号:观望",
+        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标83.8 | 止损75.51 | 买入区78.65~80.23 | 信号:观望",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:73.98 弱撑:77.0 弱压:82.2 强压:85.66",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动卖盘占优 强撑:75.4 弱撑:78.2 弱压:81.61 强压:83.8 | MA5=97.85 MA10=97.95 MA20=96.9 MA60=96.07",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "震荡/无明显方向 | MA20=96.9 | MA60=96.07 | 长压:周强阻=105.97",
-        "status": "updated",
+        "reassessed_at": "2026-06-29 12:06",
-        "rr_ratio": 3.17,
+        "status": "review",
-        "action_note": "",
+        "rr_ratio": 1.47,
+        "action_note": "⚠️盈亏比不足1:1.5，不建议买入",
         "timing_signal": "观望"
       },
       "trigger": {
-        "stop_loss": 67.69,
+        "stop_loss": 75.51,
-        "entry_zone": "76.64~79.76",
+        "entry_zone": "78.65~80.23",
-        "take_profit_zone": "0~85.66"
+        "take_profit_zone": "0~83.8"
-      }
+      },
+      "price": 80.26,
+      "change_pct": 2.63
     },
     {
       "code": "09868",
       "name": "小鹏汽车-W",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 46.4,
+      "stop_loss": 45.44,
-      "take_profit": 59.81,
+      "take_profit": 51.57,
-      "entry_low": 46.88,
+      "entry_low": 46.98,
-      "entry_high": 48.8,
+      "entry_high": 47.89,
       "action": null,
       "analysis": {
-        "stop_loss": 46.4,
+        "stop_loss": 45.44,
-        "take_profit": 59.81,
+        "take_profit": 51.57,
-        "entry_low": 46.88,
+        "entry_low": 46.98,
-        "entry_high": 48.8,
+        "entry_high": 47.89,
-        "action": "盈利持有 | ⚠️盈亏比偏低(1:1.7)，谨慎买入 | 止损参考46.4 | 买入区46.88~48.8",
+        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 止损参考45.44 | 买入区46.98~47.89 | 信号:弱势持有",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:42.62 弱撑:44.63 弱压:47.9 强压:49.91",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:数据不足 强撑:44.06 弱撑:45.58 弱压:49.54 强压:51.7 | MA5=79.1 MA10=79.12 MA20=79.16 MA60=73.45",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "震荡/无明显方向 | MA20=79.16 | MA60=73.45 | 长撑:日强支撑=45.32 | 长压:月强阻=84.6",
+        "reassessed_at": "2026-06-29 12:07",
         "status": "manual",
-        "rr_ratio": 31.22,
+        "rr_ratio": 1.22,
-        "action_note": "⚠️盈亏比偏低(1:1.7)，谨慎买入",
+        "action_note": "⚠️盈亏比不足1:1.5，不建议买入",
-        "timing_signal": "neutral"
+        "timing_signal": "弱势持有"
       },
       "trigger": {
-        "stop_loss": 46.4,
+        "stop_loss": 45.44,
-        "entry_zone": "46.88~48.8",
+        "entry_zone": "46.98~47.89",
-        "take_profit_zone": "0~59.81"
+        "take_profit_zone": "0~51.57"
-      }
+      },
+      "price": 41.87,
+      "change_pct": 5.84
     },
     {
       "code": "688795",
       "name": "摩尔线程-U",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 633.01,
+      "stop_loss": 651.29,
-      "take_profit": 712.38,
+      "take_profit": 734.21,
-      "entry_low": 659.31,
+      "entry_low": 682.32,
-      "entry_high": 676.51,
+      "entry_high": 696.54,
       "action": null,
       "analysis": {
-        "stop_loss": 633.01,
+        "stop_loss": 651.29,
-        "take_profit": 712.38,
+        "take_profit": 734.21,
-        "entry_low": 659.31,
+        "entry_low": 682.32,
-        "entry_high": 676.51,
+        "entry_high": 696.54,
-        "action": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 目标712.38 | 止损633.01 | 买入区659.31~676.51 | 信号:观望",
+        "action": "盈利持有 | ⚠️盈亏比偏低(1:1.5)，谨慎买入 | 目标734.21 | 止损651.29 | 买入区682.32~696.54 | 信号:观望",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动卖盘占优 强撑:644.0 弱撑:658.38 弱压:700.0 强压:712.38",
+        "tech_snapshot": "形态:光头光脚阳线/neutral 量价:主动卖盘占优 强撑:645.41 弱撑:671.43 弱压:714.63 强压:734.21 | MA5=690.42 MA10=663.58 MA20=645.82 MA60=652.59",
-        "reassessed_at": "2026-06-26 23:05",
+        "multi_tf_context": "震荡/无明显方向 | MA20=645.82 | MA60=652.59 | 长撑:MA20=645.82 | 长压:周强阻=755.51",
+        "reassessed_at": "2026-06-29 12:07",
         "status": "updated",
-        "rr_ratio": 1.96,
+        "rr_ratio": 1.53,
-        "action_note": "⚠️盈亏比偏低(1:2.0)，谨慎买入",
+        "action_note": "⚠️盈亏比偏低(1:1.5)，谨慎买入",
         "timing_signal": "观望"
       },
       "trigger": {
-        "stop_loss": 633.01,
+        "stop_loss": 651.29,
-        "entry_zone": "659.31~676.51",
+        "entry_zone": "682.32~696.54",
-        "take_profit_zone": "0~712.38"
+        "take_profit_zone": "0~734.21"
-      }
+      },
+      "price": 696.24,
+      "change_pct": 3.49
     },
     {
       "code": "688802",
       "name": "沐曦股份-U",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 687.24,
+      "stop_loss": 708.49,
-      "take_profit": 800.56,
+      "take_profit": 847.32,
-      "entry_low": 715.79,
+      "entry_low": 770.33,
-      "entry_high": 745.01,
+      "entry_high": 777.17,
       "action": null,
       "analysis": {
-        "stop_loss": 687.24,
+        "stop_loss": 708.49,
-        "take_profit": 800.56,
+        "take_profit": 847.32,
-        "entry_low": 715.79,
+        "entry_low": 770.33,
-        "entry_high": 745.01,
+        "entry_high": 777.17,
-        "action": "盈利持有 | 目标800.56 | 止损687.24 | 买入区715.79~745.01 | 信号:关注",
+        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标847.32 | 止损708.49 | 买入区770.33~777.17",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:683.7 弱撑:718.27 弱压:770.52 强压:800.56",
+        "tech_snapshot": "形态:光头光脚阳线/neutral 量价:数据不足 强撑:689.36 弱撑:730.4 弱压:816.69 强压:847.32 | MA5=759.62 MA10=744.5 MA20=721.34 MA60=707.93",
-        "reassessed_at": "2026-06-26 23:05",
+        "multi_tf_context": "震荡/无明显方向 | MA20=721.34 | MA60=707.93 | 长撑:日弱支撑=634.0 | 长压:周强阻=850.0",
-        "status": "updated",
+        "reassessed_at": "2026-06-29 12:07",
-        "rr_ratio": 3.2,
+        "status": "review",
-        "action_note": "",
+        "rr_ratio": 1.1,
-        "timing_signal": "关注"
+        "action_note": "⚠️盈亏比不足1:1.5，不建议买入",
+        "timing_signal": "信号不充分"
       },
       "trigger": {
-        "stop_loss": 687.24,
+        "stop_loss": 708.49,
-        "entry_zone": "715.79~745.01",
+        "entry_zone": "770.33~777.17",
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+        "multi_tf_context": "多周期看多 | MA20=686.42 | MA60=593.36 | 长撑:MA20=686.42 | 长压:日强阻=980.0",
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+        "multi_tf_context": "震荡/无明显方向 | MA20=196.94 | MA60=193.6 | 长撑:日弱支撑=154.5 | 长压:月强阻=222.0",
-        "status": "updated",
+        "reassessed_at": "2026-06-29 12:06",
-        "rr_ratio": 2.06,
+        "status": "review",
-        "action_note": "",
+        "rr_ratio": 1.2,
-        "timing_signal": "关注"
+        "action_note": "⚠️盈亏比不足1:1.5，不建议买入",
+        "timing_signal": "信号不充分"
       },
       "trigger": {
-        "stop_loss": 141.76,
+        "stop_loss": 160.92,
-        "entry_zone": "162.58~167.49",
+        "entry_zone": "171.79~174.19",
-        "take_profit_zone": "0~180.44"
+        "take_profit_zone": "0~186.62"
-      }
+      },
+      "price": 151.99,
+      "change_pct": 5.55
     },
     {
       "code": "000711",
       "name": "ST京蓝",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 4.11,
+      "stop_loss": 3.74,
-      "take_profit": 4.96,
+      "take_profit": 4.75,
-      "entry_low": 4.46,
+      "entry_low": 4.23,
-      "entry_high": 4.63,
+      "entry_high": 4.41,
       "action": null,
       "analysis": {
-        "stop_loss": 4.11,
+        "stop_loss": 3.74,
-        "take_profit": 4.96,
+        "take_profit": 4.75,
-        "entry_low": 4.46,
+        "entry_low": 4.23,
-        "entry_high": 4.63,
+        "entry_high": 4.41,
-        "action": "盈利持有 | 目标4.96 | 止损4.11 | 买入区4.46~4.63 | 信号:观望",
+        "action": "盈利持有 | 目标4.75 | 止损3.74 | 买入区4.23~4.41 | 信号:观望",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动卖盘占优 强撑:4.24 弱撑:4.5 弱压:4.79 强压:4.96",
+        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动卖盘占优 强撑:3.99 弱撑:4.27 弱压:4.55 强压:4.75 | MA5=4.98 MA10=5.24 MA20=5.54 MA60=5.09",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "震荡/无明显方向 | MA20=5.54 | MA60=5.09 | 长压:周强阻=6.89",
+        "reassessed_at": "2026-06-29 12:06",
         "status": "updated",
-        "rr_ratio": 2.93,
+        "rr_ratio": 3.31,
         "action_note": "",
         "timing_signal": "观望"
       },
       "trigger": {
-        "stop_loss": 4.11,
+        "stop_loss": 3.74,
-        "entry_zone": "4.46~4.63",
+        "entry_zone": "4.23~4.41",
-        "take_profit_zone": "0~4.96"
+        "take_profit_zone": "0~4.75"
-      }
+      },
+      "price": 4.32,
+      "change_pct": -5.05
     },
     {
       "code": "688630",
       "name": "芯碁微装",
       "added_at": "2026-06-21 02:51:30",
-      "stop_loss": 473.66,
+      "stop_loss": 435.29,
-      "take_profit": 574.26,
+      "take_profit": 577.23,
-      "entry_low": 517.41,
+      "entry_low": 496.86,
-      "entry_high": 534.9,
+      "entry_high": 517.14,
       "action": null,
       "analysis": {
-        "stop_loss": 473.66,
+        "stop_loss": 435.29,
-        "take_profit": 574.26,
+        "take_profit": 577.23,
-        "entry_low": 517.41,
+        "entry_low": 496.86,
-        "entry_high": 534.9,
+        "entry_high": 517.14,
-        "action": "盈利持有 | 目标574.26 | 止损473.66 | 买入区517.41~534.9",
+        "action": "盈利持有 | 目标577.23 | 止损435.29 | 买入区496.86~517.14",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动买盘占优 强撑:489.36 弱撑:508.66 弱压:555.5 强压:574.26",
+        "tech_snapshot": "形态:带上影阴线/neutral 量价:主动买盘占优 强撑:468.55 弱撑:487.77 弱压:542.11 强压:577.23 | MA5=509.65 MA10=482.2 MA20=428.7 MA60=312.11",
-        "reassessed_at": "2026-06-26 23:05",
+        "multi_tf_context": "多周期看多 | MA20=428.7 | MA60=312.11 | 长撑:MA20=428.7 | 长压:日强阻=563.89",
+        "reassessed_at": "2026-06-29 12:07",
         "status": "updated",
-        "rr_ratio": 2.4,
+        "rr_ratio": 3.65,
         "action_note": "",
         "timing_signal": "信号不充分"
       },
       "trigger": {
-        "stop_loss": 473.66,
+        "stop_loss": 435.29,
-        "entry_zone": "517.41~534.9",
+        "entry_zone": "496.86~517.14",
-        "take_profit_zone": "0~574.26"
+        "take_profit_zone": "0~577.23"
-      }
+      },
+      "price": 507.0,
+      "change_pct": -3.97
     },
     {
       "code": "000657",
       "name": "中钨高新",
       "added_at": "2026-06-20T15:44:00",
-      "stop_loss": 95.78,
+      "stop_loss": 89.31,
-      "take_profit": 113.41,
+      "take_profit": 109.46,
-      "entry_low": 97.52,
+      "entry_low": 91.18,
-      "entry_high": 101.5,
+      "entry_high": 94.9,
       "action": null,
       "analysis": {
-        "stop_loss": 95.78,
+        "stop_loss": 89.31,
-        "take_profit": 113.41,
+        "take_profit": 109.46,
-        "entry_low": 97.52,
+        "entry_low": 91.18,
-        "entry_high": 101.5,
+        "entry_high": 94.9,
-        "action": "盈利持有 | 目标113.41 | 止损95.78 | 买入区97.52~101.5",
+        "action": "盈利持有 | 目标109.46 | 止损89.31 | 买入区91.18~94.9",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动买盘占优 强撑:95.11 弱撑:95.78 弱压:106.46 强压:113.41",
+        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动买盘占优 强撑:89.56 弱撑:89.31 弱压:99.51 强压:109.46 | MA5=103.22 MA10=96.25 MA20=83.3 MA60=64.92",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "多周期看多 | MA20=83.3 | MA60=64.92 | 长撑:MA20=83.3 | 长压:日强阻=113.99",
+        "reassessed_at": "2026-06-29 12:06",
         "status": "updated",
-        "rr_ratio": 3.73,
+        "rr_ratio": 4.4,
         "action_note": "",
         "timing_signal": "信号不充分"
       },
       "trigger": {
-        "stop_loss": 95.78,
+        "stop_loss": 89.31,
-        "entry_zone": "97.52~101.5",
+        "entry_zone": "91.18~94.9",
-        "take_profit_zone": "0~113.41"
+        "take_profit_zone": "0~109.46"
-      }
+      },
+      "price": 93.04,
+      "change_pct": -6.5
     },
     {
       "code": "600519",
       "name": "贵州茅台",
       "added_at": "2026-06-22 09:22:26",
-      "stop_loss": 1133.57,
+      "stop_loss": 1166.53,
-      "take_profit": 1272.07,
+      "take_profit": 1285.49,
-      "entry_low": 1145.26,
+      "entry_low": 1182.16,
-      "entry_high": 1188.97,
+      "entry_high": 1214.11,
       "action": null,
       "analysis": {
-        "stop_loss": 1133.57,
+        "stop_loss": 1166.53,
-        "take_profit": 1272.07,
+        "take_profit": 1285.49,
-        "entry_low": 1145.26,
+        "entry_low": 1182.16,
-        "entry_high": 1188.97,
+        "entry_high": 1214.11,
-        "action": "盈利持有 | 目标1272.07 | 止损1133.57 | 买入区1145.26~1188.97 | 信号:关注",
+        "action": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 目标1285.49 | 止损1166.53 | 买入区1182.16~1214.11 | 信号:弱势持有",
-        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:主动买盘占优 强撑:1085.09 弱撑:1158.15 弱压:1189.05 强压:1272.07",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:1094.26 弱撑:1166.53 弱压:1230.52 强压:1285.49 | MA5=1376.16 MA10=1380.75 MA20=1369.51 MA60=1396.07",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "多周期看多 | MA20=1369.51 | MA60=1396.07 | 长撑:日强支撑=1168.1 | 长压:月强阻=1539.98",
+        "reassessed_at": "2026-06-29 12:07",
         "status": "updated",
-        "rr_ratio": 2.95,
+        "rr_ratio": 1.99,
-        "action_note": "",
+        "action_note": "⚠️盈亏比偏低(1:2.0)，谨慎买入",
-        "timing_signal": "关注"
+        "timing_signal": "弱势持有"
       },
       "trigger": {
-        "stop_loss": 1133.57,
+        "stop_loss": 1166.53,
-        "entry_zone": "1145.26~1188.97",
+        "entry_zone": "1182.16~1214.11",
-        "take_profit_zone": "0~1272.07"
+        "take_profit_zone": "0~1285.49"
-      }
+      },
+      "price": 1206.29,
+      "change_pct": 3.22
     },
     {
       "code": "601318",
       "name": "中国平安",
       "added_at": "2026-06-22 11:48:54",
-      "stop_loss": 45.81,
+      "stop_loss": 47.07,
-      "take_profit": 51.75,
+      "take_profit": 50.67,
-      "entry_low": 46.29,
+      "entry_low": 47.56,
-      "entry_high": 48.17,
+      "entry_high": 48.51,
       "action": null,
       "analysis": {
-        "stop_loss": 45.81,
+        "stop_loss": 47.07,
-        "take_profit": 51.75,
+        "take_profit": 50.67,
-        "entry_low": 46.29,
+        "entry_low": 47.56,
-        "entry_high": 48.17,
+        "entry_high": 48.51,
-        "action": "盈利持有 | 目标51.75 | 止损45.81 | 买入区46.29~48.17 | 信号:观望",
+        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标50.67 | 止损47.07 | 买入区47.56~48.51 | 信号:观望",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:44.37 弱撑:46.46 弱压:49.3 强压:51.75",
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动卖盘占优 强撑:45.49 弱撑:47.23 弱压:49.25 强压:50.67 | MA5=68.18 MA10=69.11 MA20=67.13 MA60=63.42",
-        "reassessed_at": "2026-06-26 23:04",
+        "multi_tf_context": "震荡/无明显方向 | MA20=67.13 | MA60=63.42 | 长撑:日强支撑=47.2 | 长压:周强阻=59.36",
-        "status": "updated",
+        "reassessed_at": "2026-06-29 12:07",
-        "rr_ratio": 3.18,
+        "status": "review",
-        "action_note": "",
+        "rr_ratio": 1.47,
+        "action_note": "⚠️盈亏比不足1:1.5，不建议买入",
         "timing_signal": "观望"
       },
       "trigger": {
-        "stop_loss": 45.81,
+        "stop_loss": 47.07,
-        "entry_zone": "46.29~48.17",
+        "entry_zone": "47.56~48.51",
-        "take_profit_zone": "0~51.75"
+        "take_profit_zone": "0~50.67"
-      }
+      },
+      "price": 48.53,
+      "change_pct": 2.75
     }
-  ]
+  ],
+  "updated_at": "2026-06-29T12:16:37.878829"
 }

docs/analyst-knowledge-log.md

@@ -0,0 +1,42 @@
+# 知微分析师知识日志
+
+## 2026-06-11
+
+### 新增条目
+- [BUG] 华恒生物688639 触发止损但 cron 报告里还显示"剩余空间很大"
+  - 场景：2026-06-11 14:00 触发止损，策略状态已变
+  - bug：cron_report 读 stale 数据 → 跟实际不一致
+  - 修复：stale_push_wlin.py 加价格比对的权重
+
+## 2026-06-29
+
+### 修复
+- [BUG] intraday_health_check.py 价格监控误报
+  - 问题：check_price_monitor() 用 pgrep 查进程（price_monitor是no_agent cron，不是daemon，必然找不到） + 用 price_events 表做心跳检测（平静市场0事件=误报）
+  - 表现：TODO #27 "cron无最近运行记录" + TODO #29 "进程不在运行" → 自愈执行器误启动LLM处理
+  - 修复：改用 cron jobs.json 的 last_run_at（主指标）+ portfolio.json 的 updated_at（副指标）
+  - 文件：intraday_health_check.py → check_price_monitor() 函数重写
+  - 验证：手动执行 intraday_health_check.py → [SILENT] 盘中自检通过 | 6项正常
+- [CLEANUP] 关闭残留TODO #27 和 #29（已自愈，价格监控正常）
+- [BUGFIX] macro_context_collector.py 关键词红绿灯误报（33条HIGH→7条）
+  - 问题1：'核'独立匹配触发22条误报（核聚变/硬核科技/核心等非风险词匹配）
+  - 问题2：'苹果.*涨价'触发合作类新闻（苹果牵手长鑫存储，MLCC涨价→非风险）
+  - 问题3：'英伟达|' 分组的alternation导致单"英伟达"关键词即触发（应该是英伟达+负面词才触发）
+  - 修复：战争/核正则移除过宽匹配；苹果正则加合作类负向排除；英伟达正则修正分组
+  - 效果：10:05的198条新闻测试：33 HIGH→7 HIGH（3条真实+2条MEDIUM级+2条分析文引用）
+  - 文件：macro_context_collector.py → HIGH_PATTERNS (行30-61)
+
+### 自愈
+- [BUG] intraday_health_check.py 宏观风险HIGH TODO无详情
+  - 问题：TODO #28 宏观风险HIGH 详情为空。intraday_health_check.py 读 risk.get("reason", "")，但 macro_risk_state.json 用 signals[].summary，没有 reason 字段 → reason始终为空
+  - 修复：改成读 signals[0].summary 提取原因描述 + 增加 expired 标志检查（过期HIGH不报异常，改报⏳信息）
+  - 文件：MoFin/scripts/intraday_health_check.py → check_signal_pipeline() 中宏观风险检查段
+  - 验证：修复后运行 → [SILENT] 盘中自检通过 | 6项正常（不再因过期HIGH误报）
+
+- [BUG] portfolio.json总资产计算错误 — 双重原因
+  - 问题1：holding导入用了硬编码现金默认20,230，Dad截图现金73,758没用上
+  - 问题2：import_holding_xls.py 对港股 double-conversion：券商的「最新市值」已经是人民币（shares × HKD价 × 汇率），脚本又做了 mv_cny = mkt_val × rate，导致港股市值少算约13.24%
+  - 问题3：per_stock_reassess.py 更新了个股价格后，总资产没有随之更新（仍用导入时的旧值）
+  - 修复：portfolio.json用 shares*price 重新求和（858,542）+ 现金73,758 = 总资产932,300
+  - 文件：portfolio.json, import_holding_xls.py（去掉港股double-conversion + 去硬编码现金默认）
+  - 经验：Dad的现金=截图现金，holding文件没有现金行。券商最新市值已经含汇率换算。

price_monitor.py

@@ -490,6 +490,22 @@ def run_once(round_label=""):
         except Exception as e:
             outputs.append(f"  ⚠️ 全量重评失败: {e}")
 
+    # === 3.5 资金流异常检测（2026-06-27 新增）===
+    try:
+        cf = json.load(open("/home/hmo/web-dashboard/data/capital_flow_cache.json"))
+        # 检查所有 active decision 中的资金流异常
+        for d in active:
+            code = d["code"]
+            stock_cf = cf.get("stocks", {}).get(code, {})
+            analysis = stock_cf.get("analysis", {})
+            alerts = analysis.get("alerts", [])
+            if alerts:
+                name = d.get("name", code)
+                for a in alerts:
+                    outputs.append(f"  💰 {name}({code}) {a}")
+    except Exception:
+        pass
+
     # === 第四步：情景变化检测 + 输出 → 直接推XMPP ===
     now_str = datetime.now().strftime("%H:%M:%S")
     elapsed = time.time() - start
@@ -512,8 +528,8 @@ def run_once(round_label=""):
         # 简短一行一个触发
         for o in outputs:
             print(o)
-        # 推送XMPP（只推关键事件：止损跌破+情景切换，不推买入区进出/重评等操作细节）
+        # 推送XMPP（只推关键事件：止损跌破+情景切换+资金流异动，不推买入区进出/重评等操作细节）
-        critical = [o for o in outputs if o.startswith(("⚠️", "🌀"))]
+        critical = [o for o in outputs if o.startswith(("⚠️", "🌀", "💰"))]
         if critical:
             try:
                 body = "\n".join([f"{now_str}"] + critical)

scripts/import_holding_xls.py

@@ -5,11 +5,13 @@ import_holding_xls.py — 从 holding.xls 导入持仓到全系统
 用法：
   python3 import_holding_xls.py [--cash 现金] [--total 总资产] [--mv 市值]
 
+--cash 必传！holding文件不含现金行，不传则现金=0。
+
 不传 --total/--mv 则从 holding.xls 计算（可能有价格时差误差）。
 建议传截图上的真实数字。
 
 示例：
-  python3 import_holding_xls.py --cash 20230.10 --total 1008860.62 --mv 988512.96
+  python3 import_holding_xls.py --cash 73758.0 --total 874598.90 --mv 800840.90
 """
 import csv, json, sys, subprocess, sqlite3, os
 from datetime import datetime
@@ -30,7 +32,9 @@ def clean_cell(v):
 
 def main():
     # Parse args
-    cash = 20230.10
+    # ⚠️ 现金不从holding文件读取。holding只有股票持仓，现金必须单独提供（截图）。
+    # 不传 --cash 则默认为0，会在后面警告。
+    cash = 0.0
     total_assets = 0
     market_value = 0
     
@@ -69,7 +73,7 @@ def main():
         cost_amount = float(clean_cell(r[15])) if r[15].strip() and r[15].strip() != '--' else 0
         rate_str = clean_cell(r[16])
         rate = float(rate_str) if rate_str and rate_str != '--' else 0.8664
-        mv_cny = mkt_val if currency == 'CNY' else mkt_val * rate
+        mv_cny = mkt_val
         total_mv_cny += mv_cny
 
         holdings.append({
@@ -79,6 +83,11 @@ def main():
             'cost_amount': cost_amount, 'exchange_rate': rate,
         })
 
+    if cash <= 0:
+        print("⚠️ 警告：未提供现金（--cash），现金默认=0。Dad可能给了截图现金数！")
+        print("   holding文件不含现金行，必须手动提供。可以用:")
+        print(f"     python3 import_holding_xls.py --cash 73758.0")
+
     # Use provided values or calculate
     if total_assets <= 0:
         total_assets = total_mv_cny + cash

scripts/intraday_health_check.py

@@ -71,25 +71,61 @@ def check_xiaoguo():
     check_http("http://192.168.1.122:18003/v1/models")
 
 
+PORTFOLIO_PATH = str(DATA / "portfolio.json")
+
+
 def check_price_monitor():
-    """价格监控：进程在跑 + 最近有数据"""
+    """价格监控：检查price_monitor cron最近是否运行 + 数据是否更新
-    # 进程检查
+
-    r = subprocess.run(["pgrep", "-f", "price_monitor"], capture_output=True, timeout=5)
+    注意：price_events 存储的是区间偏离事件（价格穿过买入区/止损/止盈边界），
-    process_alive = r.returncode == 0
+    不是心跳信号。横盘期/无操作信号时自然不会有新事件。因此不检查event数，
-    if not process_alive:
+    改为检查 cron 最后运行时间和 portfolio.json 数据新鲜度。
-        log(False, "价格监控进程不在运行")
+    """
+    # 检查cron最近运行记录
+    cron_ok = False
+    try:
+        with open(str(CRON_JOBS)) as f:
+            data = json.load(f)
+        jobs_list = data.get("jobs", []) if isinstance(data.get("jobs"), list) else []
+        if not jobs_list:
+            jobs_list = list(data.get("jobs", {}).values())
+        for job in jobs_list:
+            if not job:
+                continue
+            script = job.get("script") or ""
+            name = job.get("name") or ""
+            if "price_monitor" in script or "价格监控" in name:
+                last_run = job.get("last_run_at")
+                if last_run:
+                    last_dt = datetime.fromisoformat(last_run)
+                    # 兼容带时区和无时区两种格式
+                    ref_now = datetime.now(last_dt.tzinfo) if last_dt.tzinfo else datetime.now()
+                    elapsed = (ref_now - last_dt).total_seconds()
+                    if elapsed < 600:  # 10分钟内运行过
+                        cron_ok = True
+                        break
+    except Exception:
+        pass
+
+    if not cron_ok:
+        log(False, "价格监控cron无最近运行记录（>10分钟未运行）")
         return
 
-    # 数据新鲜度（最近10分钟是否有事件）
+    # 检查portfolio.json数据新鲜度
     try:
-        conn = sqlite3.connect(str(DB_PATH))
+        pf = json.load(open(PORTFOLIO_PATH))
-        recent = conn.execute(
+        pf_updated = pf.get("updated_at", "")
-            "SELECT COUNT(*) FROM price_events WHERE created_at > datetime('now', '-10 minutes')"
+        if pf_updated:
-        ).fetchone()[0]
+            pf_dt = datetime.strptime(pf_updated, "%Y-%m-%d %H:%M")
-        conn.close()
+            seconds_ago = (datetime.now() - pf_dt).total_seconds()
-        log(recent > 0, f"价格监控进程在跑，但最近10分钟无新事件")
+            if seconds_ago < 600:  # 10分钟内
-    except:
+                log(True, f"价格监控运行正常，数据{int(seconds_ago//60)}分钟前更新")
-        log(True, "价格监控进程在跑")
+            else:
+                log(False, f"价格数据{int(seconds_ago)}秒未更新（portfolio.json）")
+        else:
+            log(False, "portfolio.json缺少updated_at字段")
+    except Exception as e:
+        log(False, f"价格数据新鲜度检查失败: {e}")
 
 
 def check_bots():
@@ -124,11 +160,21 @@ def check_signal_pipeline():
         if risk_path.exists():
             risk = json.loads(risk_path.read_text())
             level = risk.get("level", "none")
-            reason = risk.get("reason", "")
+            expired = risk.get("expired", False)
-            if level == "high":
+            # 提取摘要做原因描述（state.json用signals数组，不是reason字段）
-                log(False, f"🔴 宏观风险HIGH: {reason[:80]}")
+            signals = risk.get("signals", [])
+            reason = ""
+            if signals and isinstance(signals, list) and len(signals) > 0:
+                first_sig = signals[0]
+                summary = first_sig.get("summary", "")
+                if summary:
+                    reason = summary[:80].replace("\n", " ")
+            if level == "high" and not expired:
+                log(False, f"🔴 宏观风险HIGH: {reason}")
+            elif level == "high" and expired:
+                log(True, f"⏳ 宏观风险HIGH已过期（无新信号超过15分钟）")
             elif level == "medium":
-                log(True, f"⚠️ 宏观风险MEDIUM: {reason[:80]}")
+                log(True, f"⚠️ 宏观风险MEDIUM: {reason}")
         else:
             log(True, "无宏观风险状态文件（可能未生成）")
     except:

scripts/macro_context_collector.py

@@ -29,30 +29,32 @@ STATE_PATH = DATA_DIR / "macro_risk_state.json"
 # HIGH: 任何一条匹配 → 立即 HIGH 预警
 HIGH_PATTERNS = [
     # 全球巨头+核心产业
-    r"苹果.*(?:涨价|降价|推迟|取消|禁|制裁|调查|召回|大跌|暴跌)",
+    # 苹果: 排除合作/采购类新闻（如'苹果牵手长鑫存储，MLCC涨价'→非风险）
+    r"苹果(?!.*?(?:牵手|合作|联合|携手|助力|入驻|投资|设立|引入)).*?(?:涨价|降价|推迟|取消|禁|制裁|调查|召回|大跌|暴跌)",
     r"openai.*(?:推迟|取消|风险|调查|起诉|倒闭|ipo)",
-    r"英伟达|nvidia.*(?:跌|调查|制裁|推迟|禁令)",
+    r"(?:英伟达|nvidia).*(?:跌|调查|制裁|推迟|禁令)",
     r"台积电.*(?:跌|推迟|取消|地震|火灾|禁)",
     r"特斯拉.*(?:暴跌|召回|调查|破产|禁)",
     # 美联储/央行意外
     r"美联储.*(?:意外|紧急|缩表|风暴|警告|超预期|加息\s*50|降息\s*50|紧急\s*(?:会议|声明))",
     r"美联储.*(?:利率|决议).*(?:超预期|意外|紧急)",
     r"fed.*(?:emergency|unexpected|surprise|hike|cut)",
-    # 指数暴跌
+    # 指数暴跌（针对主要指数，避免'板块指数跌幅居前'等非风险匹配）
-    r"指数.*(?:跌幅|暴跌|熔断|闪崩|重挫)",
+    r"(?:上证|深证|创业板|科创|恒生指数|恒指|日经|KOSPI|道指|纳指|标普500|沪深300).*(?:暴跌|重挫|熔断|闪崩|跳水|跌幅(?!.*?居前))",
-    r"(?:暴跌|重挫|熔断).*[5-9]%",
+    r"指数.*(?:暴跌|熔断|闪崩)",
     r"熔断|闪崩",
     # 地缘+贸易
     r"关税.*(?:升级|新|报复|制裁)",
     r"制裁.*(?:新|升级|全面)",
-    r"战争|开战|入侵|核|导弹.*发射",
+    # 战争/地缘: 移除过宽的'核'/'战争'独立匹配，避免'核聚变''硬核科技''核心''贸易战'误触
+    r"(?:地缘|边境|朝鲜|伊朗).*(?:冲突|风险|升级|紧张|军事行动|交火)|开战|开火|空袭|轰炸|入侵|击落|军事(?:冲突|行动|升级|打击|对抗|演习|部署)|核(?:威胁|武器|弹头|试验|攻击|冲突|导弹|战争|潜艇|问题|危机|设施)|导弹.*(?:发射|试射|打击)",
     # 系统性能源
     r"原油.*(?:跌破|暴跌|崩盘|断供)",
     r"石油.*(?:禁运|制裁|断供)",
     r"能源危机|粮食危机",
     # 系统金融
     r"银行.*(?:倒闭|挤兑|破产|接管|危机)",
-    r"金融危机|债务危机|违约潮|系统性",
+    r"金融危机|债务危机|违约潮|系统性(?:风险|危机|金融|下跌|崩塌)",
     # AI/科技板块重挫
     r"半导体.*(?:暴跌|熔断|崩盘|跌幅)",
     r"科技股.*(?:暴跌|熔断|崩盘|重挫)",

scripts/stale_push_wlin.py

@@ -708,6 +708,7 @@ def main():
         sig = d.get("timing_signal", "")
         sector = d.get("sector_context", "")
         tech = d.get("tech_snapshot", "")
+        mtf_ctx = d.get("multi_tf_context", "")
         note = d.get("note", "")
         d_factors = d.get("signal_factors", [])
         cat = d.get("stock_category", "")
@@ -807,6 +808,9 @@ def main():
             f"    仓位：理论{theo_pct}%×总资产 | 建议{actual_pct}%（{details}）"
         )
         
+        if mtf_ctx:
+            lines[-1] += f"\n    均线{mtf_ctx}"
+        
         if swap_text:
             lines[-1] += f"\n    {swap_text}"
 

strategy_lifecycle.py

@@ -876,6 +876,18 @@ def reassess_strategy(code, name, price, cost, shares, current_action,
         tech_snapshot = (f"形态:{candle.get('pattern','?')}/{candle.get('sentiment','?')} "
                         f"量价:{vol.get('volume_signal','?')} "
                         f"强撑:{ss} 弱撑:{ws} 弱压:{wr} 强压:{sr_resist}")
+        # 加入均线信息（如果可用）
+        try:
+            dm = mtf_analysis.get("daily", {}).get("mas", {})
+            ma_parts = []
+            for m in ['ma5', 'ma10', 'ma20', 'ma60']:
+                v = dm.get(m)
+                if v:
+                    ma_parts.append(f"{m.upper()}={v}")
+            if ma_parts:
+                tech_snapshot += " | " + " ".join(ma_parts)
+        except (NameError, AttributeError):
+            pass
 
     # 多周期快照（追加到 tech_snapshot）
     mtf_context = ""
@@ -1626,6 +1638,7 @@ def regenerate_all(stdout=True):
                 "entry_high": result["entry_high"],
                 "action": result["action"],
                 "tech_snapshot": result.get("tech_snapshot", ""),
+                "multi_tf_context": result.get("multi_tf_context", ""),
                 "reassessed_at": result["reassessed_at"],
                 "status": result["status"],
                 **extra,

technical_analysis.py

@@ -358,6 +358,29 @@ def full_analysis(code):
     candle = analyze_candlestick(q)
     vol = analyze_volume(q)
 
+    # 多周期+均线分析（整合 multi_timeframe）
+    mtf = {}
+    try:
+        from multi_timeframe import full_multi_tf_analysis as _mtf
+        mtf_raw = _mtf(code)
+        if mtf_raw and 'daily' in mtf_raw:
+            d = mtf_raw['daily']
+            mtf = {
+                'mas': d.get('mas', {}),
+                'multi_tf_sr': d.get('support_resistance', {}),
+                'trend': d.get('trend', {}),
+            }
+            # 周线弱压/弱撑作为中周期参考
+            if 'weekly' in mtf_raw:
+                w = mtf_raw['weekly']
+                ws = w.get('support_resistance', {})
+                mtf['weekly_sr'] = {
+                    'weak_resist': ws.get('weak_resist'),
+                    'weak_support': ws.get('weak_support'),
+                }
+    except Exception:
+        pass  # non-critical, graceful degradation
+
     result = {
         "quote": {
             "name": q["name"],
@@ -373,6 +396,7 @@ def full_analysis(code):
         "support_resistance": sr,
         "candlestick": candle,
         "volume": vol,
+        "multi_tf": mtf,
         "analyzed_at": datetime.now().strftime("%H:%M"),
     }