硬性策略质量门禁 validate_strategy()

新增 STRATEGY_QUALITY_GATES 检查清单（9条红线）： CRITICAL: 止损/止盈存在+>0, 买入区下沿<上沿 HIGH: 止损≤买入区, 买入推荐含RR≥1.5, 港股标currency=HKD MEDIUM: signal短词, tech_snapshot含技术位 enforce_strategy_quality() 插在写入链的两处： 1. reassess_with_context() return前 → 单只重评必过 2. regenerate_all() for d in decisions: 写DB前 → 批量重评必过不过的：status=review_needed, signal降级→信号不充分不会写进DB/JSON，除非修复了CRITICAL问题
2026-07-02 13:46:53 +08:00
parent 04b8a6d4bc
commit 7c0e85af28
32 changed files with 12496 additions and 75159 deletions
@@ -21,6 +21,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **模塑科技(000700)** 15.54 / 止损13.91 — 昨日+5.28%强势，守住15持有",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "time": "2026-06-30T08:55:46.708460",
      "content": "- 模塑科技000700 13.86 | 买入区13.33~14.09 **(仍在区内，但已破止损)**",
@@ -131,6 +131,16 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **腾讯(00700)** 429.8 / 止损414.51 止盈452.53 — 入场区间421~430，持有待突破",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **模塑科技(000700)** 15.54 / 止损13.91 — 昨日+5.28%强势，守住15持有",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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。",
@@ -66,6 +66,11 @@
      "content": "**丘钛科技(01478)** 现价6.86(-0.58%) | 仓位7.97% | 止损7.33",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "**丘钛科技(01478)** — 现价6.86 | 成本13.47深度套牢-49%，止损6.18仅10%空间。手机链受韩国科技股崩盘情绪拖累，破6.5必须执行止损。",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "time": "2026-06-02T12:55:54.834592",
      "content": "| 丘钛科技(01478) | 10.12 | -1.17% | 9.19% | 深套持有，止损9.0 |",
@@ -21,6 +21,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **长飞光纤(06869)** 255.4 / 止损205.71 — 浮亏-3%，光通信受半导拖累，250不破则持",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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%",
@@ -61,6 +61,11 @@
      "content": "长飞光纤光缆(06869) 255.40+6.68%放量大涨，持有等站上成本263.72；腾讯(00700) 429.80+2.28%，买入区435-440依然可加；中芯H(00981) 89.40+",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **宁德时代(300750)** 386.45 / 止损362.31 — 买入区间371~381已触发，现价略高，挂单378加仓",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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 |",
@@ -66,6 +66,11 @@
      "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": "2026-07-02T08:55:30.266659",
+      "content": "- **紫金矿业(601899)** 25.47 / 止损23.07 — 避险情绪利好黄金，26附近考虑减仓",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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",
@@ -91,6 +91,11 @@
      "content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
      "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "**海博思创(688411)** — 现价263.03 | 昨日-9.67%放量暴跌，距止损246.94仅6.5%。若今日续跌破255需立即止损。",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "time": "2026-06-01T10:25:54.419132",
      "content": "1. **海博思创(688411)** 暴跌-5.95%破止损价¥255，需关注明日是否止损",
@@ -10,6 +10,11 @@
      "time": "2026-06-01T11:55:35.956320",
      "content": "• **688630|芯碁微装|345.68|+3.19%|建议持有观察【短线】|小幅突破，趋势向上，关注350关口**",
      "report_id": "cron_d3797d924ddc_2026-06-01_11-31-32"
+    },
+    {
+      "time": "2026-07-02T08:55:30.347799",
+      "content": "**自选关注：** 芯碁微装(688630) 497.27(-9.49%)已跌破买入区上沿556——若继续下探至430~445可考虑介入。江波龙(301308)667.84(-5.1%)仍在观察。",
+      "report_id": "cron_d42f2ce3b479_2026-07-01_20-14-12"
    }
  ]
 }
@@ -46,6 +46,11 @@
      "content": "**华恒生物(688639)** 现价16.14(-2.95%) | 仓位5.25% | 止损20.03",
      "report_id": "cron_99c06255590a_2026-07-01_08-39-42"
    },
+    {
+      "time": "2026-07-02T08:55:30.266659",
+      "content": "- **华恒生物(688639)** 16.37 / 止损14.96 — 距止损8.6%，窄幅运行可持",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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",
@@ -41,6 +41,11 @@
      "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": "2026-07-02T08:55:30.266659",
+      "content": "- **中芯国际A(688981)** 156.31 / 止损149.85 — 浮盈+24%，费城半导-6%或拖累今日回调，守住153持有",
+      "report_id": "cron_99c06255590a_2026-07-02_08-32-48"
+    },
    {
      "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**",