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硬性策略质量门禁 validate_strategy()

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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
This commit is contained in:
知微
2026-07-02 13:46:53 +08:00
parent 04b8a6d4bc
commit 7c0e85af28
32 changed files with 12496 additions and 75159 deletions
Download Patch File Download Diff File Expand all files Collapse all files
data/strategy_staleness_report.json
+127 -78
View File
@@ -1,19 +1,19 @@
{
"checked_at": "2026-07-01T09:00:21",
"total_active": 54,
"flagged_count": 14,
"checked_at": "2026-07-02T09:00:56",
"total_active": 55,
"flagged_count": 17,
"flagged": [
{
"code": "000657",
"name": "中钨高新",
"price": 95.99,
"price": 95.94,
"flags": [
"现价95.99在买入区94~98（是否可买需结合timing_signal判断）"
"现价95.94在买入区94~98（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:56",
"last_update": "2026-07-01 15:00",
"entry_zone": "94~98",
"current": "盈利持有 | 目标105.13 | 止损93.58 | 买入区94.07~97.91",
"current": "盈利持有 | 目标105.29 | 止损93.12 | 买入区94.02~97.86",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -21,59 +21,75 @@
{
"code": "000711",
"name": "ST京蓝",
"price": 4.1,
"price": 4.77,
"flags": [
"现价4.10在买入区4~4（是否可买需结合timing_signal判断）"
"现价4.77在买入区5~5（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:56",
"entry_zone": "4~4",
"current": "盈利持有 | 目标4.54 | 止损3.98 | 买入区4.02~4.18 | 信号:观望",
"last_update": "2026-07-01 15:01",
"entry_zone": "5~5",
"current": "盈利持有 | 目标5.44 | 止损4.63 | 买入区4.67~4.87 | 信号:观望",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "001309",
"name": "德明利",
"price": 893.22,
"flags": [
"现价893.22在买入区877~913（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-07-01 15:01",
"entry_zone": "877~913",
"current": "盈利持有 | 止损参考858.0 | 买入区877.1~912.9",
"updated_by": "manual",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "002594",
"name": "比亚迪",
"price": 78.94,
"price": 80.66,
"flags": [
"现价78.94在买入区77~80（是否可买需结合timing_signal判断）"
"现价80.66在买入区79~81（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:56",
"entry_zone": "77~80",
"current": "盈利持有 | 目标85.2 | 止损73.51 | 买入区77.36~80.02 | 信号:观望",
"last_update": "2026-07-01 15:01",
"entry_zone": "79~81",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 目标84.49 | 止损78.24 | 买入区79.05~80.74 | 信号:观望",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "00968",
"name": "信义光能",
"price": 2.04,
"code": "02318",
"name": "中国平安",
"price": 51.05,
"flags": [
"现价2.04在买入区2~2（是否可买需结合timing_signal判断）"
"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
"现价51.05在买入区50~51（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:56",
"entry_zone": "2~2",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 目标2.23 | 止损1.92 | 买入区2.0~2.04 | 信号:关注",
"updated_by": "auto",
"last_update": "2026-07-01 15:01",
"entry_zone": "50~51",
"current": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 止损参考49.36 | 买入区50.08~51.12 | 信号:弱势持有",
"updated_by": "manual",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "02359",
"name": "药明康德",
"price": 156.2,
"price": 153.7,
"flags": [
"现价156.20在买入区153~159（是否可买需结合timing_signal判断）"
"现价153.70在买入区151~157（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "153~159",
"current": "盈利持有 | 目标170.5 | 止损144.56 | 买入区153.08~158.55 | 信号:买入",
"last_update": "2026-07-01 15:01",
"entry_zone": "151~157",
"current": "盈利持有 | 目标169.6 | 止损149.09 | 买入区150.63~156.77 | 信号:买入",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -81,14 +97,15 @@
{
"code": "02388",
"name": "中银香港",
"price": 42.18,
"price": 42.38,
"flags": [
"现价42.18在买入区41~43（是否可买需结合timing_signal判断）"
"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
"现价42.38在买入区42~43（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "41~43",
"current": "盈利持有 | 目标46.82 | 止损39.27 | 买入区41.34~43.02 | 信号:关注",
"last_update": "2026-07-01 15:01",
"entry_zone": "42~43",
"current": "盈利持有 | 目标47.08 | 止损41.11 | 买入区41.53~43.23 | 信号:弱势持有",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -96,14 +113,15 @@
{
"code": "02628",
"name": "中国人寿",
"price": 26.52,
"price": 26.66,
"flags": [
"现价26.52在买入区26~27（是否可买需结合timing_signal判断）"
"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
"现价26.66在买入区26~27（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"last_update": "2026-07-01 15:01",
"entry_zone": "26~27",
"current": "盈利持有 | 目标28.85 | 止损24.51 | 买入区25.99~26.86 | 信号:关注",
"current": "盈利持有 | 目标28.96 | 止损25.86 | 买入区26.13~27.02 | 信号:弱势持有",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -111,14 +129,30 @@
{
"code": "06160",
"name": "百济神州",
"price": 168.7,
"price": 170.4,
"flags": [
"现价168.70在买入区165~171（是否可买需结合timing_signal判断）"
"现价170.40在买入区167~172（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "165~171",
"current": "盈利持有 | 目标183.23 | 止损162.12 | 买入区165.33~170.56 | 信号:关注",
"last_update": "2026-07-01 15:01",
"entry_zone": "167~172",
"current": "盈利持有 | 目标183.83 | 止损165.29 | 买入区166.99~172.03",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "09988",
"name": "阿里巴巴-W",
"price": 92.85,
"flags": [
"[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
"现价92.85在买入区91~93（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-07-01 15:01",
"entry_zone": "91~93",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 目标100.64 | 止损89.74 | 买入区90.99~93.04 | 信号:弱势持有",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -126,14 +160,29 @@
{
"code": "300124",
"name": "汇川技术",
"price": 65.89,
"price": 68.2,
"flags": [
"现价65.89在买入区65~67（是否可买需结合timing_signal判断）"
"现价68.20在买入区67~70（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "65~67",
"current": "盈利持有 | 目标70.99 | 止损63.91 | 买入区64.57~66.74 | 信号:观望",
"last_update": "2026-07-01 15:01",
"entry_zone": "67~70",
"current": "盈利持有 | 目标75.14 | 止损66.15 | 买入区66.84~69.56 | 信号:观望",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
{
"code": "301308",
"name": "江波龙",
"price": 667.84,
"flags": [
"现价667.84在买入区654~681（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-07-01 15:02",
"entry_zone": "654~681",
"current": "盈利持有 | 目标786.56 | 止损631.16 | 买入区654.48~681.2",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -141,14 +190,14 @@
{
"code": "600519",
"name": "贵州茅台",
"price": 1179.45,
"price": 1193.01,
"flags": [
"现价1179.45在买入区1156~1185（是否可买需结合timing_signal判断）"
"现价1193.01在买入区1169~1205（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "1156~1185",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.9)，谨慎买入 | 目标1246.52 | 止损1144.07 | 买入区1155.86~1185.05 | 信号:关注",
"last_update": "2026-07-01 15:02",
"entry_zone": "1169~1205",
"current": "盈利持有 | 目标1277.36 | 止损1157.22 | 买入区1169.15~1205.28 | 信号:关注",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -156,14 +205,14 @@
{
"code": "601318",
"name": "中国平安",
"price": 47.51,
"price": 49.53,
"flags": [
"现价47.51在买入区47~48（是否可买需结合timing_signal判断）"
"现价49.53在买入区49~50（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "47~48",
"current": "盈利持有 | 目标50.56 | 止损46.08 | 买入区46.56~47.87 | 信号:观望",
"last_update": "2026-07-01 15:02",
"entry_zone": "49~50",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.7)，谨慎买入 | 目标52.51 | 止损47.74 | 买入区48.54~49.65 | 信号:观望",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -171,14 +220,14 @@
{
"code": "688630",
"name": "芯碁微装",
"price": 533.52,
"price": 497.27,
"flags": [
"现价533.52在买入区523~544（是否可买需结合timing_signal判断）"
"现价497.27在买入区487~507（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "523~544",
"current": "盈利持有 | 目标590.14 | 止损516.6 | 买入区522.85~544.19",
"last_update": "2026-07-01 15:02",
"entry_zone": "487~507",
"current": "盈利持有 | 目标609.23 | 止损475.01 | 买入区487.32~507.22",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -186,14 +235,14 @@
{
"code": "688795",
"name": "摩尔线程-U",
"price": 711.67,
"price": 673.8,
"flags": [
"现价711.67在买入区697~721（是否可买需结合timing_signal判断）"
"现价673.80在买入区660~687（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "697~721",
"current": "盈利持有 | 目标766.54 | 止损690.32 | 买入区697.44~720.81 | 信号:观望",
"last_update": "2026-07-01 15:02",
"entry_zone": "660~687",
"current": "盈利持有 | 目标747.74 | 止损651.23 | 买入区660.32~687.28 | 信号:观望",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -201,27 +250,27 @@
{
"code": "688802",
"name": "沐曦股份-U",
"price": 818.1,
"price": 780.0,
"flags": [
"现价818.10在买入区802~834（是否可买需结合timing_signal判断）"
"现价780.00在买入区764~796（是否可买需结合timing_signal判断）"
],
"age_days": 0,
"last_update": "2026-06-30 10:57",
"entry_zone": "802~834",
"current": "盈利持有 | 目标917.32 | 止损793.56 | 买入区801.74~834.46 | 信号:买入",
"last_update": "2026-07-01 15:02",
"entry_zone": "764~796",
"current": "盈利持有 | 目标924.71 | 止损751.49 | 买入区764.4~795.6",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
}
],
"portfolio": {
"position_pct": 86.8,
"position_pct": 86.65,
"cash": 92678.85,
"weak_position_pct": 28.6,
"all_weak_pct": 40.7,
"all_weak_pct": 40.0,
"signals": [
"[PORTFOLIO_FULL] 总仓位86.8%（现金92679元），买入建议受限"
"[PORTFOLIO_FULL] 总仓位86.65%（现金92679元），买入建议受限"
]
},
"summary": "扫描54个策略，14个需关注"
"summary": "扫描55个策略，17个需关注"
}