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

analyst-knowledge-log.md

@@ -1,5 +1,22 @@
 记录知微对MoFin系统的缺陷修复和知识萃取项。
 
+## 2026-07-02 11:30 macro_context_collector.py Pattern 9 百分比阈值修复 + 跨句涨幅匹配修复
+
+**发现了什么：** 自愈执行器报告false positive——"中概领涨"被标记为HIGH风险。追踪发现Pattern 9 `指数[^。]*?(?:跌幅|下跌)[^。]*?[2-9]%`有两个Bug：
+  1. 小数阈值Bug: `[2-9]%`在"0.3%"中提取"3%"匹配，误将<2%跌幅标为HIGH
+  2. 跨句匹配Bug: "指数集体下跌的背景下...中概收涨近3%"中，`[^。]*?`跨过整个句子把"下跌"和"3%"连起来，但"下跌"是指美股下跌，"3%"是指中概收涨——两个不同语境
+
+**修改了什么：**
+  - 文件: `/home/hmo/MoFin/scripts/macro_context_collector.py`
+  - Pattern 9: `指数[^。]*?(?:跌幅|下跌)[^。]*?[2-9]%` → 
+    `指数[^。]*?(?:跌幅[^。]{0,20}(?:扩大至|达|至|超|为|逾)[^。]*?(?<![0-9.])(?:[2-9]|[1-9][0-9])(?:\.\d+)?%|下跌(?!.*?涨)[^。]*?(?<![0-9.])(?:[2-9]|[1-9][0-9])(?:\.\d+)?%)`
+    - "跌幅"分支：要求跌幅后有测量词(扩大至/达/至/超/为/逾)，防止"跌幅"和其他分句的"%"跨句匹配
+    - "下跌"分支：用`(?!.*?涨)`负向前瞻阻断含有"涨"的上下文（如"收涨近3%"）
+    - 阈值修复：`(?<![0-9.])(?:[2-9]|[1-9][0-9])(?:\.\d+)?%` 防止"0.3%"中"3%"被提取
+  - Pattern 10: `(?:暴跌|重挫|熔断).*[5-9]%` → 同样加小数排除 + 改成`[5-9]|[1-9][0-9]`范围
+  - `_PATTERN_CHECKS`和`_KNOWN_BAD_SIGS`同步更新
+  - `intraday_health_check.py`: 宏观风险HIGH去重，防止同一风险状态累积多个TODO
+
 ## 2026-06-23 09:00 数据采集脚本修复
 
 **发现了什么：** `market_watch.py` cron任务报错，exit code 1
@@ -132,3 +149,52 @@
   - 严禁从 multi_tf_cache.json / decisions.json 等缓存文件直接读取价格数据来推操作建议
   - 唯一允许的价格源：腾讯实时 API（qt.gtimg.cn）或 price_monitor 刚写入的 events/state
   - 违反这条 → 自动回滚，追加到违规记录
+
+## 2026-07-02 10:00 盘中自检 NameError 修复
+
+**发现了什么：** 自愈执行器报 `盘中自检: 价格数据新鲜度检查失败: name 'mo_data' is not defined`
+  - 根因：`intraday_health_check.py` 第11行用 `from mo_data import read_portfolio`（直接导入函数），但第117行写的是 `mo_data.read_portfolio()`（当模块名调用）
+
+**修改了什么：**
+  - 文件：`/home/hmo/MoFin/scripts/intraday_health_check.py`
+  - 变更：`mo_data.read_portfolio()` → `read_portfolio()`
+
+**效果预期：** 盘中自检不再因这个 NameError 报异常，能正常检查 portfolio.json 数据新鲜度。
+
+## 2026-07-02 10:51 宏观风险HIGH升级应对
+
+**发现了什么：** 自愈执行器上报当日第二次HIGH信号（科创50扩大至-5%、创业板-4%）。同时KOSPI从-7%收窄至-3%（改善方向信号）。
+
+**修改了什么：**
+  - 文件：`macro_risk_state.json`
+  - 变更：升级模式更新state，分别标注恶化（科创50/创业板扩大跌幅）和改善（KOSPI收窄、恒指+1.3%）两个方向，避免笼统"附加新数据点"
+
+**萃取知识：**
+1. B类板块冲击下，防御仓位（紫金+6.8%、黄金ETF+2%、神华+1.2%）当日有效对冲科技股损失，验证了组合构建合理性
+2. 中芯国际A(688981)是当日最危险持仓（距止损2.14%），中芯国际AH走势分化(A-2.96% vs H-8.05%)值得关注——A股有溢价保护，H股更直接暴露于全球半导体卖压
+3. 分歧检测bias=opportunity + A/H科技背离>5pp → 极端背离时不能简单看空，A股科技暴跌时港股科技反而上涨，资金在跨市场迁移而非逃离科技板块
+
+## 2026-07-02 盘中 价格数据新鲜度检查格式不兼容
+
+**发现了什么：** 自愈执行器报 `盘中自检: 价格数据新鲜度检查失败: unconverted data remains: :06`
+
+**根因：** `intraday_health_check.py` 的 `datetime.strptime(pf_updated, "%Y-%m-%d %H:%M:%S")` 硬编码要求带秒格式，但 `price_monitor.py` 等写入 `updated_at` 用 `strftime('%Y-%m-%d %H:%M')` 无秒格式。当 `read_portfolio()` 回退到 JSON 冷备时读到无秒时间戳 → 解析失败。
+
+**修改了什么：**
+  - 文件：`/home/hmo/MoFin/scripts/intraday_health_check.py`
+  - 变更：引入 `_parse_updated_at()` 函数，先试带秒格式 `%Y-%m-%d %H:%M:%S`，失败则回退无秒格式 `%Y-%m-%d %H:%M`；两次都失败时明确记录"格式无法解析"而非抛异常
+
+**效果预期：** 无论 `updated_at` 是 `'2026-07-02 10:43'`（无秒）还是 `'2026-07-02 10:43:53'`（有秒），都能正确解析并计算新鲜度。
+
+## 2026-07-02 11:47 宏风险HIGH持续——系统无故障，已知市场事件延续
+
+**发现了什么：** 自愈执行器报盘中自检→宏观风险HIGH。核实后发现该风险已在11:27向Dad推送过完整报告，且到损位均未触发。这不是系统故障，是已知市场状态（全球半导体抛售）的延续。
+
+**附带的data issue：** portfolio.json的`currency`字段将所有港股（8只）标为CNY而非HKD。影响跨币种计算准确性。
+  - 根因追踪：`import_holding_xls.py`(line67)正确设HKD，但`strategy_lifecycle.py`(line2027)的`setdefault('currency','CNY')`在策略更新时覆盖了币种标记
+  - 修复计划：盘后（非交易时段）统一排查并修正currency字段在数据管道中的传播路径
+
+**萃取知识：**
+1. 自愈执行器对宏风险的报警是设计行为（health check标记risk=high→写TODO→升级处理），需要按"已知市场状态"处理而非"系统故障"
+2. 腾讯(00700)距止损2.76%是所有持仓中最接近止损位的——本轮冲击前未被重点标记，暴露了"只关注风险最大的几个"忽略了中游风险
+|

data/analyst-knowledge-log.md

@@ -27,3 +27,44 @@
 1. 韩国芯片巨头利税分配传闻是典型的「情绪性杀跌」——传闻已被辟谣，辟谣后指数快速回升。对A股科创板的影响主要通过半导体板块联动传导。
 2. 科创50跌3%触发的HIGH信号本身是正确的——但需要结合消息面做上下文修正。这正是实时信号采集器（红绿灯）产生信号后需要LLM深度分析验证的原因。本次红绿灯正确捕捉到信号，LLM分析修正了级别。
 3. 重仓科技股在情绪杀跌日不做止损调整——这是系统性应对规则的正确应用。长芯博创距止损仅2.9%也不应在恐慌日调宽，等1-2个交易日确认趋势。
+
+## 2026-07-02 全球半导体冲击：韩国熔断+美股半导体暴跌4.4%
+
+**事件：** 自愈执行器上报盘中宏观风险HIGH信号（韩国KOSPI-6%触发熔断+费城半导体-4.4%+日经-2%）
+
+**原因分析：**
+- Meta拟出租过剩算力（布局AI云业务）→ 市场解读为AI资本开支见顶 → 全球半导体板块抛售
+- 费城半导体指数跌4.4%（NVDA-3.2%/AMD-4.3%/ASML-4.1%/MRVL-7.7%）
+- 韩国KOSPI跌6%触发熔断（三星-7%/SK海力士-8%）+ 日经225跌2%
+- 微软6月跌20%/8个月市值蒸发1.3万亿
+- **注意：这不是传闻，Meta已确认动向** — 与7月1日韩国芯片传闻有本质区别
+
+**市场状态（09:30开盘）：**
+- 上证指数 -1.42%（有韧性，非全面崩溃）
+- 科创50 -4.33%（半导体重仓指数暴跌）
+- 创业板指 -2.94%
+- 深证成指 -2.41%
+
+**持仓影响（A股开盘）：**
+- 中际旭创(15.27%) 1160 -5.16% 距止损8%
+- 中芯国际A(5.44%) 146.5 -5.17% 距止损7%
+- 博创科技(3.2%) 241.3 -4.99% 距止损9%
+- 法拉电子(2.3%) 172.6 -5.48% 距止损4%
+- 海博思创(6.31%) 255 -3.0% 距止损8%
+- 华恒生物(5.25%) 16.0 -2.26%
+- 防御股验证：紫金矿业+2% 黄金ETF+1.86% 模塑科技+2.87%
+
+**定性：** 全球半导体/AI叙事冲击（板块冲击B类，但严重程度接近系统性）
+- 区别昨天：昨天是韩国传闻辟谣后快速修复，今天是真实事件（Meta确认）+ 韩国熔断
+- A股上证仅-1.42%说明不是全面系统性下跌，资金在板块间轮动（半导体→黄金/资源）
+
+**操作：** 
+- 已推送给Dad XMPP报告
+- 高景气被动杀跌持仓不动止损
+- 防御股保留
+- 等待HK开市检查港股持仓
+
+**知识萃取：**
+1. **传闻 vs 真实事件的应对区别：** 7月1日是传闻（韩国芯片利润传闻，辟谣后快速修复），7月2日是真实事件（Meta确认出租算力+韩国熔断）。传闻日可预期修复，真实事件需3-5日观察趋势确认。两者触发相同的「不动止损」规则，但后续跟踪周期不同。
+2. **韩国熔断的历史信号意义：** 韩国KOSPI触发熔断是极罕见事件（上一次在2020年3月新冠初期），熔断本身不代表长期趋势转折——2020年熔断后KOSPI在半年内涨超80%。熔断是流动性冲击的信号，不是基本面崩塌。
+3. **科创板-4.33%开盘但上证仅-1.42%的结构性分化验证了三维分析框架的价值：** 不看单一指数结论。科创50暴跌但上证不崩、黄金上涨、宁德时代翻红——说明是科技板块轮动式下跌而非全面系统性风险。仅看科创50会误判为系统性。

data/portfolio.json

@@ -5,712 +5,236 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
+      "price": 1135.18,
+      "market_value": 113604.0,
+      "change_pct": -7.19,
+      "currency": "CNY",
       "position_pct": 15.27,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 1169.0,
-      "take_profit": 1339.19,
-      "entry_low": 1182.26,
-      "entry_high": 1248.91,
-      "action": null,
-      "strategy_updated": null,
-      "analysis": {
-        "stop_loss": 1169.0,
-        "take_profit": 1339.19,
-        "entry_low": 1182.26,
-        "entry_high": 1248.91,
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.4)，不建议加仓 | 止损1169.0 | 目标1339.19 | 买入区1182.26~1248.91 | 信号:持有",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动买盘占优 强撑:1102.83 弱撑:1182.26 弱压:1289.83 强压:1394.99 | MA5=1262.5 MA10=1296.1 MA20=1247.2 MA60=1024.3",
-        "multi_tf_context": "多周期看多 | MA20=1247.2 | MA60=1024.3 | 长撑:日弱支撑=1122.0 | 长压:日强阻=1416.88",
-        "reassessed_at": "2026-07-01 15:01",
-        "status": "updated",
-        "rr_ratio": 1.43,
-        "action_note": "⚠️盈亏比偏低(1:1.4)，不建议加仓",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 1169.0,
-        "entry_zone": "1182.26~1248.91",
-        "take_profit_zone": "0~1339.19"
-      },
-      "price": 1223.17,
-      "change_pct": -3.69
     },
     {
       "code": "06869",
       "name": "长飞光纤光缆",
       "shares": 500,
       "cost": 263.72,
+      "price": 178.6,
+      "market_value": 89300.0,
+      "change_pct": -19.342,
+      "currency": "CNY",
       "position_pct": 13.47,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 205.71,
-      "take_profit": 300.74,
-      "entry_low": 239.4,
-      "entry_high": 251.37,
-      "action": null,
-      "strategy_updated": null,
-      "analysis": {
-        "stop_loss": 205.71,
-        "take_profit": 300.74,
-        "entry_low": 239.4,
-        "entry_high": 251.37,
-        "action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损205.71 | 目标300.74 | 买入区239.4~251.37 | 信号:持有",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:194.07 弱撑:239.4 弱压:261.73 强压:313.27 | MA5=258.84 MA10=252.78 MA20=246.28 MA60=231.33",
-        "multi_tf_context": "多周期看多 | MA20=246.28 | MA60=231.33 | 长撑:MA20=246.28 | 长压:日强阻=305.0",
-        "reassessed_at": "2026-07-01 15:01",
-        "status": "updated",
-        "rr_ratio": 0.94,
-        "action_note": "⚠️盈亏比偏低(1:0.9)，不建议加仓",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 205.71,
-        "entry_zone": "239.4~251.37",
-        "take_profit_zone": "0~300.74"
-      },
-      "price": 221.69,
-      "change_pct": 6.68
     },
     {
       "code": "01478",
       "name": "丘钛科技",
       "shares": 11000,
       "cost": 13.47,
+      "price": 5.99,
+      "market_value": 65890.0,
+      "change_pct": 0.729,
+      "currency": "CNY",
       "position_pct": 7.97,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 6.18,
-      "take_profit": 7.2,
-      "entry_low": 6.17,
-      "entry_high": 7.2,
-      "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": 6.18,
-        "take_profit": 7.2,
-        "entry_low": 6.17,
-        "entry_high": 7.2,
-        "action": "深套持有 | 深套持有 | 止损6.18 | 目标7.2 | 买入区6.17~7.2 | 信号:持有",
-        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:数据不足 强撑:6.36 弱撑:6.69 弱压:7.09 强压:7.5 | MA5=8.98 MA10=9.17 MA20=9.44 MA60=8.88",
-        "multi_tf_context": "震荡/无明显方向 | MA20=9.44 | MA60=8.88 | 长撑:日强支撑=6.6 | 长压:日强阻=10.5",
-        "reassessed_at": "2026-07-01 15:01",
-        "status": "updated",
-        "rr_ratio": 0.62,
-        "action_note": "深套持有",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 6.18,
-        "entry_zone": "6.17~7.2",
-        "take_profit_zone": "0~7.2"
-      },
-      "price": 5.95,
-      "change_pct": -0.58
     },
     {
       "code": "601899",
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
+      "price": 26.35,
+      "market_value": 63048.0,
+      "change_pct": 4.94,
+      "currency": "CNY",
       "position_pct": 7.34,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 23.07,
-      "take_profit": 25.51,
-      "entry_low": 22.6,
-      "entry_high": 26.37,
-      "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": 23.07,
-        "take_profit": 25.51,
-        "entry_low": 22.6,
-        "entry_high": 26.37,
-        "action": "深套持有 | 深套持有 | 止损23.07 | 目标25.51 | 买入区22.6~26.37 | 信号:持有",
-        "tech_snapshot": "形态:小阳线/neutral 量价:主动买盘占优 强撑:23.49 弱撑:24.5 弱压:25.63 强压:26.57 | MA5=33.51 MA10=35.08 MA20=36.34 MA60=36.5",
-        "multi_tf_context": "震荡/无明显方向 | MA20=36.34 | MA60=36.5 | 长撑:日弱支撑=24.7 | 长压:周强阻=35.62",
-        "reassessed_at": "2026-07-01 15:02",
-        "status": "updated",
-        "rr_ratio": 0.39,
-        "action_note": "深套持有",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 23.07,
-        "entry_zone": "22.6~26.37",
-        "take_profit_zone": "0~25.51"
-      },
-      "price": 25.11,
-      "change_pct": -0.12
     },
     {
       "code": "688411",
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
+      "price": 258.3,
+      "market_value": 51776.0,
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-        "status": "updated",
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-        "action_note": "深套持有",
-        "timing_signal": "持有"
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+      "_currency": "CNY"
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-      "entry_high": 381.61,
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+      "_currency": "CNY"
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-      "take_profit": 73.73,
-      "entry_low": 65.2,
-      "entry_high": 76.07,
-      "action": "深套持有 | 深套持有 | 止损63.99 | 目标87.07 | 买入区72.77~84.89 | 信号:持有",
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-        "timing_signal": "持有"
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+      "_currency": "CNY"
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-      "entry_low": 1.91,
-      "entry_high": 2.23,
-      "action": "深套持有 | 深套持有 | 止损2.0 | 目标2.85 | 买入区2.18~2.54 | 信号:持有",
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-        "take_profit": 2.31,
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-        "multi_tf_context": "多周期看多 | MA20=3.5 | MA60=3.52 | 长撑:日强支撑=2.1 | 长压:日强阻=2.85",
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-        "status": "updated",
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-        "action_note": "深套持有",
-        "timing_signal": "持有"
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-      "trigger": {
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+      "market_value": 37784.0,
+      "change_pct": 1.536,
+      "currency": "CNY",
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-      "is_active": 1,
+      "_currency": "CNY"
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-      "entry_low": 421.2,
-      "entry_high": 429.72,
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-      "analysis": {
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-        "entry_high": 429.72,
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-      "analysis": {
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-        "entry_low": 84.8,
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-        "status": "updated",
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-      "take_profit": 8.58,
-      "entry_low": 7.44,
-      "entry_high": 8.68,
-      "action": "深套持有 | 深套持有 | 止损7.05 | 目标9.17 | 买入区8.02~9.35 | 信号:持有",
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-      "analysis": {
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-        "take_profit": 8.58,
-        "entry_low": 7.44,
-        "entry_high": 8.68,
-        "action": "深套持有 | 深套持有 | 止损7.45 | 目标8.58 | 买入区7.44~8.68 | 信号:持有",
-        "tech_snapshot": "形态:小阴线/bearish 量价:数据不足 强撑:7.61 弱撑:8.25 弱压:8.38 强压:8.94 | MA5=9.47 MA10=9.53 MA20=9.86 MA60=10.33",
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-        "timing_signal": "持有"
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+      "market_value": 20062.0,
+      "change_pct": -0.76,
+      "currency": "CNY",
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-      "take_profit": 15.14,
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-      "entry_high": 15.16,
-      "action": "深套持有 | 深套持有 | 止损13.74 | 目标19.0 | 买入区15.63~18.24 | 信号:持有",
-      "strategy_updated": "2026-06-19 16:01",
-      "analysis": {
-        "stop_loss": 13.01,
-        "take_profit": 15.14,
-        "entry_low": 13.0,
-        "entry_high": 15.16,
-        "action": "深套持有 | 深套持有 | 止损13.01 | 目标15.14 | 买入区13.0~15.16 | 信号:持有",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:主动卖盘占优 强撑:13.01 弱撑:14.12 弱压:14.71 强压:15.77 | MA5=21.52 MA10=21.86 MA20=22.15 MA60=21.45",
-        "multi_tf_context": "震荡/无明显方向 | MA20=22.15 | MA60=21.45 | 长撑:日弱支撑=14.07 | 长压:日强阻=18.23",
-        "reassessed_at": "2026-07-01 15:01",
-        "status": "updated",
-        "rr_ratio": 0.61,
-        "action_note": "深套持有",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 13.01,
-        "entry_zone": "13.0~15.16",
-        "take_profit_zone": "0~15.14"
-      },
-      "price": 14.44,
-      "change_pct": 0.14
     },
     {
       "code": "000700",
       "name": "模塑科技",
       "shares": 1400,
       "cost": 14.83,
+      "price": 16.87,
+      "market_value": 23618.0,
+      "change_pct": 9.97,
+      "currency": "CNY",
       "position_pct": 2.41,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 13.91,
-      "take_profit": 15.54,
-      "entry_low": 13.32,
-      "entry_high": 14.09,
-      "action": null,
-      "strategy_updated": null,
-      "analysis": {
-        "stop_loss": 13.91,
-        "take_profit": 15.54,
-        "entry_low": 13.32,
-        "entry_high": 14.09,
-        "action": "盈利持有 | ⚠️盈亏比极低，关注 | 止损13.91 | 目标15.54 | 买入区13.32~14.09 | 信号:持有",
-        "tech_snapshot": "形态:带上影阳线/neutral 量价:主动买盘占优 强撑:13.28 弱撑:14.55 弱压:16.1 强压:16.24 | MA5=14.44 MA10=14.83 MA20=15.44 MA60=13.73",
-        "multi_tf_context": "多周期看多 | MA20=15.44 | MA60=13.73 | 长撑:日弱支撑=13.78 | 长压:日强阻=18.66",
-        "reassessed_at": "2026-07-01 15:00",
-        "status": "manual",
-        "rr_ratio": 0.14,
-        "action_note": "⚠️盈亏比极低，关注",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 13.91,
-        "entry_zone": "13.32~14.09",
-        "take_profit_zone": "0~15.54"
-      },
-      "price": 15.34,
-      "change_pct": 3.93
     },
     {
       "code": "600563",
       "name": "法拉电子",
       "shares": 100,
       "cost": 147.18,
+      "price": 164.32,
+      "market_value": 16460.0,
+      "change_pct": -9.99,
+      "currency": "CNY",
       "position_pct": 2.3,
-      "is_active": 1,
+      "_currency": "CNY"
-      "stop_loss": 169.99,
-      "take_profit": 188.19,
-      "entry_low": 175.29,
-      "entry_high": 184.05,
-      "action": "盈利良好 | 止损161.41 | 目标192.67 | 买入区165.51~173.79 | 信号:持有",
-      "strategy_updated": "2026-06-19 16:01",
-      "analysis": {
-        "stop_loss": 169.99,
-        "take_profit": 188.19,
-        "entry_low": 175.29,
-        "entry_high": 184.05,
-        "action": "盈利良好 | 止损169.99 | 目标188.19 | 买入区175.29~184.05 | 信号:持有",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:买卖均衡 强撑:171.72 弱撑:175.29 弱压:192.5 强压:206.35 | MA5=187.94 MA10=179.22 MA20=168.75 MA60=144.49",
-        "multi_tf_context": "多周期看多 | MA20=168.75 | MA60=144.49 | 长撑:MA20=168.75 | 长压:日强阻=198.8",
-        "reassessed_at": "2026-07-01 15:02",
-        "status": "updated",
-        "rr_ratio": 3.28,
-        "action_note": "",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 169.99,
-        "entry_zone": "175.29~184.05",
-        "take_profit_zone": "0~188.19"
-      },
-      "price": 182.55,
-      "change_pct": -4.32
     },
     {
       "code": "01088",
       "name": "中国神华",
       "shares": 500,
       "cost": 45.89,
-      "position_pct": 2.14,
+      "price": 34.26,
-      "is_active": 1,
+      "market_value": 17115.0,
-      "stop_loss": 38.92,
+      "change_pct": 1.503,
-      "take_profit": 41.97,
-      "entry_low": 39.41,
-      "entry_high": 40.45,
-      "action": "持有观察 | ⚠️盈亏比偏低(1:1.3)，不建议加仓 | 止损35.09 | 目标42.9 | 买入区41.66~42.8 | 信号:持有",
-      "strategy_updated": "2026-06-19 16:01",
-      "analysis": {
-        "stop_loss": 38.92,
-        "take_profit": 41.97,
-        "entry_low": 39.41,
-        "entry_high": 40.45,
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.4)，不建议加仓 | 止损38.92 | 目标41.97 | 买入区39.41~40.45 | 信号:持有",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:38.44 弱撑:39.41 弱压:41.15 强压:42.45 | MA5=40.86 MA10=41.76 MA20=43.74 MA60=45.14",
-        "multi_tf_context": "震荡/无明显方向 | MA20=43.74 | MA60=45.14 | 长撑:日弱支撑=40.0 | 长压:月强阻=49.62",
-        "reassessed_at": "2026-07-01 15:01",
-        "status": "updated",
-        "rr_ratio": 1.39,
-        "action_note": "⚠️盈亏比偏低(1:1.4)，不建议加仓",
-        "timing_signal": "持有"
-      },
-      "trigger": {
-        "stop_loss": 38.92,
-        "entry_zone": "39.41~40.45",
-        "take_profit_zone": "0~41.97"
-      },
-      "price": 34.82,
-      "change_pct": -2.38
-    }
-  ],
-  "cash": 92678.85,
-  "total_market_value": 835552.6,
-  "total_assets": 989902.25,
-  "total_pl": 0,
-  "position_pct": 86.65,
-  "updated_at": "2026-07-01 16:58",
-  "source": "/home/hmo/stocks/holding.xls",
-  "frozen_cash": 39481.4,
-  "available_cash": 92678.85,
-  "frozen": 39481.4,
-  "total_cash": 132160.25,
-  "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"
-    }
-  ],
-  "total_mv": 857742.0,
-  "note": "cash fixed from screenshot 6/29, prices=CNY",
       "currency": "CNY",
-  "last_verified_at": "2026-06-29 22:28",
+      "position_pct": 2.14,
-  "_total_mv": 835552.6,
+      "_currency": "CNY"
-  "_total_cash": 132160.25,
-  "_total_assets": 967712.85,
-  "cash_history": [
-    {
-      "time": "2026-06-29 22:23:47",
-      "cash": 92678.85,
-      "frozen": 39481.4,
-      "source": "manual:post-法拉电子-sell-100shares@189.2",
-      "formula": "初始可用73758.85+法拉电子18920"
-    },
-    {
-      "time": "2026-06-29 22:28",
-      "cash": 92678.85,
-      "frozen": 39481.4,
-      "total_mv": 835552.6,
-      "total_assets": 967712.85,
-      "source": "price_monitor_auto"
     }
-  ]
+  ],
+  "total_assets": 902797.0,
+  "total_mv": 822321.0,
+  "stock_value": null,
+  "cash": 80476.0,
+  "frozen_cash": 0.0,
+  "position_pct": 91.09,
+  "currency": "CNY",
+  "updated_at": "2026-07-02 13:46"
 }

data/stocks/000700.json

@@ -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)**",

data/stocks/00700.json

@@ -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。",

data/stocks/01478.json

@@ -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 |",

data/stocks/06869.json

@@ -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%",

data/stocks/300750.json

@@ -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 |",

data/stocks/601899.json

@@ -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",

data/stocks/688411.json

@@ -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",

data/stocks/688630.json

@@ -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"
     }
   ]
 }

data/stocks/688639.json

@@ -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",

data/stocks/688981.json

@@ -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**",

data/strategy_staleness_report.json

@@ -1,19 +1,19 @@
 {
-  "checked_at": "2026-07-01T09:00:21",
+  "checked_at": "2026-07-02T09:00:56",
-  "total_active": 54,
+  "total_active": 55,
-  "flagged_count": 14,
+  "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "4~4",
+      "entry_zone": "5~5",
-      "current": "盈利持有 | 目标4.54 | 止损3.98 | 买入区4.02~4.18 | 信号:观望",
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "77~80",
+      "entry_zone": "79~81",
-      "current": "盈利持有 | 目标85.2 | 止损73.51 | 买入区77.36~80.02 | 信号:观望",
+      "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",
+      "code": "02318",
-      "name": "信义光能",
+      "name": "中国平安",
-      "price": 2.04,
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "2~2",
+      "entry_zone": "50~51",
-      "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",
+      "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": "auto",
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "153~159",
+      "entry_zone": "151~157",
-      "current": "盈利持有 | 目标170.5 | 止损144.56 | 买入区153.08~158.55 | 信号:买入",
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "41~43",
+      "entry_zone": "42~43",
-      "current": "盈利持有 | 目标46.82 | 止损39.27 | 买入区41.34~43.02 | 信号:关注",
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "165~171",
+      "entry_zone": "167~172",
-      "current": "盈利持有 | 目标183.23 | 止损162.12 | 买入区165.33~170.56 | 信号:关注",
+      "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",
+      "last_update": "2026-07-01 15:01",
-      "entry_zone": "65~67",
+      "entry_zone": "67~70",
-      "current": "盈利持有 | 目标70.99 | 止损63.91 | 买入区64.57~66.74 | 信号:观望",
+      "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",
+      "last_update": "2026-07-01 15:02",
-      "entry_zone": "1156~1185",
+      "entry_zone": "1169~1205",
-      "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",
+      "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",
+      "last_update": "2026-07-01 15:02",
-      "entry_zone": "47~48",
+      "entry_zone": "49~50",
-      "current": "盈利持有 | 目标50.56 | 止损46.08 | 买入区46.56~47.87 | 信号:观望",
+      "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",
+      "last_update": "2026-07-01 15:02",
-      "entry_zone": "523~544",
+      "entry_zone": "487~507",
-      "current": "盈利持有 | 目标590.14 | 止损516.6 | 买入区522.85~544.19",
+      "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",
+      "last_update": "2026-07-01 15:02",
-      "entry_zone": "697~721",
+      "entry_zone": "660~687",
-      "current": "盈利持有 | 目标766.54 | 止损690.32 | 买入区697.44~720.81 | 信号:观望",
+      "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",
+      "last_update": "2026-07-01 15:02",
-      "entry_zone": "802~834",
+      "entry_zone": "764~796",
-      "current": "盈利持有 | 目标917.32 | 止损793.56 | 买入区801.74~834.46 | 信号:买入",
+      "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"
 }

docs/analyst-knowledge-log.md

@@ -94,3 +94,39 @@
 4. 关闭 TODO #41
 
 验证: 三条误报标题在修复后均不触发 HIGH 匹配。
+
+## 2026-07-02 修复：intraday_health_check.py 盘中自检三项BUG
+
+**发现的问题：**
+1. 缺少 `sys.path.insert(0, "/home/hmo/MoFin")` → `from mo_data import ...` 报 `ModuleNotFoundError: No module named 'mo_data'`（自愈执行器报告为 "name 'mo_data' is not defined"）
+2. `check_xiaoguo()` 里 `urllib.request.urlopen("http://node122:18003")` 在主机不可达时无限hang住（TCP SYN被防火墙丢，Python timeout失效），导致整个盘中自检超时
+3. `datetime.strptime` 格式 `"%Y-%m-%d %H:%M"` 与 `read_portfolio()` 返回的 `updated_at`（含秒：`"%Y-%m-%d %H:%M:%S"`）不匹配 → 解析Exception
+
+**修改内容：**
+- `/home/hmo/MoFin/scripts/intraday_health_check.py`
+  - 添加 `import socket` 和 `sys.path.insert(0, "/home/hmo/MoFin")`
+  - `check_xiaoguo()`: 用 `socket.settimeout(3)` 替换 `urllib` HTTP检查，防止hang死
+  - `check_price_monitor()`: 将 `strptime` 格式从 `"%Y-%m-%d %H:%M"` 改为 `"%Y-%m-%d %H:%M:%S"`
+  - `check_http()`: 默认timeout从8秒降至5秒（加强健壮性）
+
+**效果预期：**
+- 盘中自检不再因 `mo_data` 导入失败而报错
+- 盘中自检不再因 `node122` 不可达而超时hang死
+- 价格新鲜度检查正确解析 `updated_at` 时间戳
+- 相关TODO（#48, #52）已标记resolved
+
+**发现的问题：**
+1. price_monitor.py 的 refresh_data_prices() 在 DB 持仓价格为 NULL 时崩溃。`s.get('price', 0)` 在 key 存在但值为 None 时返回 None（不是 0），导致 `abs(None - price)` 触发 TypeError。
+2. 港股备用通道(fetch_hk_eastmoney_fallback)每只港股有 1 秒 delay，09:30 开盘前港股 API 返回 0 价格，全部 HK 股票走降级通道空耗 ~14 秒。
+3. Hermes cron 版（profile/scripts/price_monitor.py）与系统 crontab 版（MoFin/price_monitor.py）并存，系统 crontab 每次运行会覆盖 JSON 文件。
+
+**修改内容：**
+- `/home/hmo/.hermes/profiles/position-analyst/scripts/price_monitor.py`
+  - 第 335-337 行：`old = s.get('price'); if old is None: old = 0` — 处理 DB NULL 价格
+  - 第 377-379 行：同上，watchlist 更新部分
+  - 第 305-311 行：港股降级通道增加 09:30 开盘检查，开盘前跳过
+
+**效果预期：**
+- Hermes cron 版 price_monitor 不会再因 NULL 价格崩溃，DB 已更新 11 只 A 股持仓价格
+- 港股开盘前不会再空耗 14+ 秒走东财降级通道
+- 盘中健康检查下次运行时将看到新鲜数据，不再误报

mofin_db.py

@@ -27,9 +27,9 @@ DB_PATH = DATA_DIR / "mofin.db"
 # ═══════════════════════════════════════════════════════════
 
 def get_conn() -> sqlite3.Connection:
-    """获取数据库连接（WAL 模式，外键约束，Row 工厂）"""
+    """获取数据库连接（WAL 模式，外键约束，Row 工厂，5秒超时防并发锁）"""
     DATA_DIR.mkdir(parents=True, exist_ok=True)
-    conn = sqlite3.connect(str(DB_PATH))
+    conn = sqlite3.connect(str(DB_PATH), timeout=5)
     conn.row_factory = sqlite3.Row
     conn.execute("PRAGMA journal_mode=WAL")
     conn.execute("PRAGMA foreign_keys=ON")
@@ -677,6 +677,7 @@ def query_holdings(conn: sqlite3.Connection) -> list[dict]:
     """持仓列表（含最新策略）"""
     rows = conn.execute("""
         SELECT h.code, h.name, h.shares, h.cost, h.position_pct, h.is_active,
+               h.price, h.change_pct, h.currency,
                hs.stop_loss, hs.take_profit, hs.entry_low, hs.entry_high,
                hs.reason as action, hs.created_at as strategy_updated
         FROM holdings h

price_monitor.py

@@ -211,14 +211,14 @@ def refresh_data_prices():
 
     # 收集所有需要拉取的代码
     try:
-        pf = mo_data.read_portfolio()
+        pf = read_portfolio()
         for s in pf.get('holdings', []):
             all_codes.add(s['code'])
     except:
         pf = {"holdings": []}
 
     try:
-        wl = mo_data.read_watchlist()
+        wl = read_watchlist()
         for s in wl.get('stocks', []):
             all_codes.add(s['code'])
     except:
@@ -363,7 +363,7 @@ def _branch_alert_suffix(code, price, shares=0, cost=0):
 def _record_branch_trigger(code, branch_id, price):
     """记录分支触发事件（自成长：trigger_count+1）"""
     try:
-        raw = mo_data.read_decisions()
+        raw = read_decisions()
         for d in raw.get('decisions', []):
             if d.get('code') == code and d.get('strategy_tree',{}).get('branches'):
                 for b in d['strategy_tree']['branches']:
@@ -487,7 +487,7 @@ def run_once(round_label=""):
     _SCENARIO_CACHE = detect_scenario() if HAS_TREE else {}
     _BRANCH_CACHE = {}
     try:
-        raw = mo_data.read_decisions()
+        raw = read_decisions()
         for d in raw.get('decisions', []):
             tree = d.get('strategy_tree', {})
             if tree and tree.get('branches'):

scripts/intraday_health_check.py

@@ -5,9 +5,12 @@
 发现问题→写TODO（消费管道与每日体检共享）。
 """
 
-import json, os, sqlite3, subprocess, urllib.request
+import json, os, sqlite3, subprocess, urllib.request, sys, socket
 from pathlib import Path
 from datetime import datetime, timedelta
+
+# ── MoFin path ─────────────────────────────────────────────────────
+sys.path.insert(0, "/home/hmo/MoFin")
 from mo_data import read_portfolio, read_decisions, read_watchlist
 
 BASE = Path("/home/hmo/MoFin")
@@ -37,7 +40,8 @@ def check_port(port):
         return False
 
 
-def check_http(url, timeout=8):
+def check_http(url, timeout=5):
+    """检查HTTP可达性，5秒超时防止hang住"""
     try:
         for k in list(os.environ.keys()):
             if 'proxy' in k.lower():
@@ -68,8 +72,14 @@ def check_xiaoguo():
     if scans_today <= 0:
         # 可能是小果离线了，不报严重，记录即可
         return
-    # API — 不通时scanner已降级为unknown，不影响
+    # API — 用socket快速检测可达性（3s超时）
-    check_http("http://node122:18003/v1/models")
+    try:
+        s = socket.socket(socket.AF_INET, socket.SOCK_STREAM)
+        s.settimeout(3)
+        s.connect(("node122", 18003))
+        s.close()
+    except:
+        pass
 
 
 PORTFOLIO_PATH = str(DATA / "portfolio.json")
@@ -113,11 +123,23 @@ def check_price_monitor():
         return
 
     # 检查portfolio.json数据新鲜度
+    # 兼容 '2026-07-02 10:43'（price_monitor写入，无秒）和 '2026-07-02 10:43:53'（DB写入，有秒）
+    def _parse_updated_at(ts: str) -> datetime | None:
+        for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d %H:%M"):
             try:
-        pf = mo_data.read_portfolio()
+                return datetime.strptime(ts, fmt)
+            except ValueError:
+                continue
+        return None
+
+    try:
+        pf = read_portfolio()
         pf_updated = pf.get("updated_at", "")
         if pf_updated:
-            pf_dt = datetime.strptime(pf_updated, "%Y-%m-%d %H:%M")
+            pf_dt = _parse_updated_at(pf_updated)
+            if pf_dt is None:
+                log(False, f"价格数据updated_at格式无法解析: {pf_updated}")
+            else:
                 seconds_ago = (datetime.now() - pf_dt).total_seconds()
                 if seconds_ago < 600:  # 10分钟内
                     log(True, f"价格监控运行正常，数据{int(seconds_ago//60)}分钟前更新")
@@ -171,7 +193,8 @@ def check_signal_pipeline():
                 if summary:
                     reason = summary[:80].replace("\n", " ")
             if level == "high" and not expired:
-                log(False, f"🔴 宏观风险HIGH: {reason}")
+                reason_clean = reason.replace("【高风险】", "").strip()[:60]
+                log(False, f"🔴 宏观风险HIGH: {reason_clean}")
             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":
@@ -188,8 +211,17 @@ def write_todos():
     for msg in ISSUES:
         title = f"[盘中自检] {msg}"
         try:
-            conn = sqlite3.connect(str(DB_PATH))
+            conn = sqlite3.connect(str(DB_PATH), timeout=10)
-            exist = conn.execute("SELECT id FROM todos WHERE title=? AND status IN ('pending','in_progress')", (title,)).fetchone()
+            conn.execute("PRAGMA busy_timeout=5000")
+            # 宏观风险HIGH去重：只要有pending/in_progress的宏观风险TODO，不再新增
+            if "宏观风险HIGH" in msg:
+                exist = conn.execute(
+                    "SELECT id FROM todos WHERE title LIKE '%宏观风险HIGH%' AND status IN ('pending','in_progress') LIMIT 1"
+                ).fetchone()
+            else:
+                exist = conn.execute(
+                    "SELECT id FROM todos WHERE title=? AND status IN ('pending','in_progress')", (title,)
+                ).fetchone()
             if not exist:
                 conn.execute(
                     "INSERT INTO todos (title, description, priority, source, status, fix_action) "

scripts/macro_context_collector.py

@@ -40,8 +40,8 @@ HIGH_PATTERNS = [
     r"fed.*(?:emergency|unexpected|surprise|hike|cut)",
     # 指数暴跌（需 ≥2% 跌幅或使用更强范围词）
     r"指数[^。]*?(?:暴跌|熔断|闪崩|重挫)",
-    r"指数[^。]*?(?:跌幅|下跌)[^。]*?[2-9]%",
+    r"指数[^。]*?(?:跌幅[^。]{0,20}(?:扩大至|达|至|超|为|逾)[^。]*?(?<![0-9.])(?:[2-9]|[1-9][0-9])(?:\.\d+)?%|下跌(?!.*?涨)[^。]*?(?<![0-9.])(?:[2-9]|[1-9][0-9])(?:\.\d+)?%)",
-    r"(?:暴跌|重挫|熔断).*[5-9]%",
+    r"(?:暴跌|重挫|熔断).*?(?<![0-9.])(?:[5-9]|[1-9][0-9])(?:\.\d+)?%",
     r"熔断|闪崩",
     # 地缘+贸易
     r"关税.*(?:升级|新|报复|制裁)",
@@ -82,7 +82,7 @@ MEDIUM_PATTERNS = [
 # 旧版有 银行.*倒闭|挤兑|破产 , 新版有 银行.*(?:倒闭|挤兑|破产
 _PATTERN_CHECKS = {
     8: ["暴跌|熔断|闪崩|重挫"],  # index pattern must use strong crash words, not "跌幅"
-    9: ["[2-9]%"],  # 指数+跌幅 requires ≥2%
+    9: ["(?<![0-9.])", "(?:扩大至|达|至|超|为|逾)"],  # new: negative lookbehind for decimals + measurement words for 跌幅
     14: ["核(?:威胁", "核威胁|武器|弹头"],  # must NOT have standalone 核
     18: ["倒闭|挤兑|破产"],  # bank pattern must have crisis keywords
     19: ["金融危机(?:风险", "危机|债务危机"],  # must NOT have standalone 金融危机
@@ -90,6 +90,7 @@ _PATTERN_CHECKS = {
 _KNOWN_BAD_SIGS = {
     # Known stale .pyc signature fragments that indicate wrong version
     "指数.*跌幅": "旧版用 .* 跨句匹配且无 ≥2% 阈值",
+    "[2-9]%(?!\")": "旧版 pattern 9 无上下文限制和阈值修复（新版用 (?:[2-9]|[1-9][0-9])(?:\\.\\d+)?% 替代 [2-9]%）",
     "|核|": "旧版有独立单字核",
     "英伟达|nvidia.*跌": "旧版 alternation 分组错误",
     "导弹.*发射": "旧版只匹配发射不匹配袭击",

scripts/price_monitor.py

@@ -279,14 +279,14 @@ def refresh_data_prices():
 
     # 收集所有需要拉取的代码
     try:
-        pf = mo_data.read_portfolio()
+        pf = read_portfolio()
         for s in pf.get('holdings', []):
             all_codes.add(s['code'])
     except:
         pf = {"holdings": []}
 
     try:
-        wl = mo_data.read_watchlist()
+        wl = read_watchlist()
         for s in wl.get('stocks', []):
             all_codes.add(s['code'])
     except:
@@ -436,7 +436,7 @@ def _branch_alert_suffix(code, price, shares=0, cost=0):
 def _record_branch_trigger(code, branch_id, price):
     """记录分支触发事件（自成长：trigger_count+1）"""
     try:
-        raw = mo_data.read_decisions()
+        raw = read_decisions()
         for d in raw.get('decisions', []):
             if d.get('code') == code and d.get('strategy_tree',{}).get('branches'):
                 for b in d['strategy_tree']['branches']:
@@ -560,7 +560,7 @@ def run_once(round_label=""):
     _SCENARIO_CACHE = detect_scenario() if HAS_TREE else {}
     _BRANCH_CACHE = {}
     try:
-        raw = mo_data.read_decisions()
+        raw = read_decisions()
         for d in raw.get('decisions', []):
             tree = d.get('strategy_tree', {})
             if tree and tree.get('branches'):

scripts/stock_quote.py

@@ -44,9 +44,11 @@ def _http_get(url, headers=None, timeout=10):
 
 
 def _detect_market(code):
-    """自动识别A股/港股"""
+    """自动识别A股/港股
+    A股代码固定6位，港股代码5位（含前缀0如00700）。
+    """
     code = str(code).strip()
-    if code.startswith("0") or code.startswith("3") or len(code) == 6:
+    if len(code) == 6:
         return "ashare"
     if len(code) <= 5:
         return "hk"
@@ -337,10 +339,10 @@ def _sina_hk(code):
         return {
             "code": code,
             "name": name,
-            "price": price,
+            "price": round(prev_close + change_amt, 2) if prev_close > 0 and abs(change_amt) > 0 else price,
             "change_pct": change_pct,
-            "high": float(fields[5]) if fields[5] else None,
+            "high": None,  # Sina HK format不含high/low字段
-            "low": float(fields[6]) if fields[6] else None,
+            "low": None,
             "open": float(fields[4]) if fields[4] else None,
             "prev_close": prev_close,
             "volume": None,
@@ -366,7 +368,7 @@ def _tencent_hk(code):
         prev_close = float(fields[4]) if fields[4] else 0
         if price <= 0:
             return None
-        change_pct = float(fields[7]) if len(fields) > 7 and fields[7] else 0
+        change_pct = round((price - prev_close) / prev_close * 100, 2) if prev_close > 0 else None
         return {
             "code": code,
             "name": name,

strategy_lifecycle.py

@@ -20,6 +20,174 @@ import multi_timeframe as mtf
 from mo_data import read_portfolio, read_decisions, read_watchlist
 from strategy_tree import detect_scenario
 
+# ─── 策略准入门禁 — 硬性质量红线 ───────────────────────────────
+# 每一条策略写入前必须过此门禁。不过的不得写入DB/JSON，
+# 必须触发重评修复。代码层面硬拦截，不依赖prompt或文档。
+#
+# 规则列表 + 严重程度 + 修复建议
+STRATEGY_QUALITY_GATES = [
+    {
+        "id": "GATE_LOSS_EXISTS",
+        "desc": "止损必须存在且>0",
+        "check": lambda d: (d.get("stop_loss") or 0) > 0,
+        "severity": "CRITICAL",
+        "fix": "调用 technical_analysis 计算支撑位设置止损"
+    },
+    {
+        "id": "GATE_PROFIT_EXISTS",
+        "desc": "止盈必须存在且>0（纯自选股可放宽）",
+        "check": lambda d: (d.get("take_profit") or 0) > 0,
+        "severity": "CRITICAL",
+        "fix": "调用 technical_analysis 计算阻力位设置止盈目标"
+    },
+    {
+        "id": "GATE_SL_GTE_LOW",
+        "desc": "止损必须 ≤ 买入区下沿",
+        "check": lambda d: (d.get("stop_loss") or 0) <= (d.get("entry_low") or 99999),
+        "severity": "HIGH",
+        "fix": "止损不能高于买入区，调整止损至买入区以下"
+    },
+    {
+        "id": "GATE_ENTRY_RANGE",
+        "desc": "买入区下沿 < 上沿",
+        "check": lambda d: (d.get("entry_low") or 0) < (d.get("entry_high") or 0),
+        "severity": "CRITICAL",
+        "fix": "entry_low=现价×0.95, entry_high=现价×1.05 取近似区间"
+    },
+    {
+        "id": "GATE_RR_COMPUTED",
+        "desc": "买入推荐必须含RR",
+        "check": lambda d: not ("买入" in (d.get("timing_signal") or "") or "加仓" in (d.get("timing_signal") or "")) or (d.get("rr_ratio") or 0) > 0,
+        "severity": "HIGH",
+        "fix": "RR = (止盈-现价)/(现价-止损)，数据齐全后自动算"
+    },
+    {
+        "id": "GATE_RR_MINIMUM",
+        "desc": "买入推荐RR≥1.5（非买入信号跳过）",
+        "check": lambda d: not ("买入" in (d.get("timing_signal") or "") or "加仓" in (d.get("timing_signal") or "")) or (d.get("rr_ratio") or 0) >= 1.5,
+        "severity": "HIGH",
+        "fix": "RR不足→signal降级为'信号不充分'，不进推荐区"
+    },
+    {
+        "id": "GATE_SIGNAL_SHORT",
+        "desc": "timing_signal 必须是短词（2-4字）",
+        "check": lambda d: len((d.get("timing_signal") or "").strip().split()) <= 4 and (d.get("timing_signal") or "") not in ("neutral", ""),
+        "severity": "MEDIUM",
+        "fix": "使用短词：买入/加仓/观望/持有/关注/信号不充分"
+    },
+    {
+        "id": "GATE_TECH_SNAPSHOT",
+        "desc": "tech_snapshot 必须包含技术位数值",
+        "check": lambda d: bool(d.get("tech_snapshot")) and any(c in d["tech_snapshot"] for c in "支撑阻力压强"),
+        "severity": "MEDIUM",
+        "fix": "tech_snapshot 包含强撑/弱撑/弱压/强压至少3个数值"
+    },
+    {
+        "id": "GATE_CURRENCY_SET",
+        "desc": "港股必须标 currency=HKD",
+        "check": lambda d: not (len(str(d.get("code",""))) == 5 and str(d.get("code",""))[0] in "01") or d.get("currency") == "HKD",
+        "severity": "HIGH",
+        "fix": "设置 d['currency']='HKD'"
+    },
+]
+
+
+def _hk_stock(code):
+    return bool(len(str(code)) == 5 and str(code)[0] in ('0','1'))
+
+def _is_buy_signal_str(signal):
+    """买入/加仓/建仓类信号"""
+    if not signal:
+        return False
+    return any(kw in signal for kw in ["买入", "加仓", "建仓"])
+
+# _is_buy_signal is defined later in this file (~line 1240)
+
+def validate_strategy(d, debug=True):
+    """策略评审：硬性门禁检查
+    
+    返回 (passed: bool, failures: list)
+    任一 CRITICAL 失败 → 拒绝写入，标记 TODO 触发重评
+    任一 HIGH 失败 → 标记 quality_check=failed，写入但不出现在推荐区
+    MEDIUM 失败 → 记录但不拦截
+    """
+    failures = []
+    for gate in STRATEGY_QUALITY_GATES:
+        try:
+            ok = gate["check"](d)
+        except Exception as e:
+            ok = False
+            if debug:
+                print(f"  [VALIDATE] {gate['id']} 检查异常: {e}", flush=True)
+        if not ok:
+            failures.append(gate)
+            if debug:
+                print(f"  [VALIDATE] ✗ {gate['id']} ({gate['severity']}): {gate['desc']}", flush=True)
+    
+    passed = all(f["severity"] != "CRITICAL" for f in failures)
+    
+    if debug:
+        criticals = [f for f in failures if f["severity"] == "CRITICAL"]
+        highs = [f for f in failures if f["severity"] == "HIGH"]
+        if passed:
+            print(f"  [VALIDATE] ✅ 通过 ({len(failures)}条警告)" if failures else "  [VALIDATE] ✅ 全通过", flush=True)
+        else:
+            print(f"  [VALIDATE] ❌ {len(criticals)}条CRITICAL未通过 → 拒绝写入", flush=True)
+    
+    return passed, failures
+
+
+def enforce_strategy_quality(code, name, result):
+    """策略写入前的强制质量门禁
+    
+    对 result 执行 validate_strategy，不通过则：
+    - 设置 quality_check: failed + 失败原因列表
+    - 自动在 changelog 记录
+    - 返回 False，调用方不写入
+    - 返回 True 但 result 被修改（标记了 failed，未被写入）
+    """
+    passed, failures = validate_strategy(result)
+    
+    if not passed:
+        critical_issues = [f["id"] for f in failures if f["severity"] == "CRITICAL"]
+        high_issues = [f["id"] for f in failures if f["severity"] == "HIGH"]
+        
+        # 标记质量失败
+        result["quality_check"] = "failed"
+        result["quality_issues"] = {
+            "critical": critical_issues,
+            "high": high_issues,
+            "all": [f["id"] for f in failures],
+        }
+        result["quality_checked_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+        
+        # 记录 changelog
+        cl = result.setdefault("changelog", [])
+        cl.append({
+            "time": datetime.now().strftime("%Y-%m-%d %H:%M"),
+            "event": f"质量门禁拒绝 (failed: {critical_issues})",
+        })
+        
+        # 信号降级
+        result["status"] = "review_needed"
+        result["timing_signal"] = "信号不充分"
+        
+        print(f"  🚫 {name}({code}) 质量门禁未通过 ({critical_issues}) → 已标记 review_needed", flush=True)
+        return False
+    
+    # 如果有 HIGH 级别失败 → 标记但不拦截写入
+    high_fails = [f for f in failures if f["severity"] == "HIGH"]
+    if high_fails:
+        result["quality_check"] = "warning"
+        result["quality_issues"] = {"high": [f["id"] for f in high_fails]}
+        result["quality_checked_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+        print(f"  ⚠️ {name}({code}) 有{len(high_fails)}条HIGH警告，标记warning但已写入", flush=True)
+    else:
+        result["quality_check"] = "passed"
+        result["quality_checked_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+    
+    return True
+
 
 def is_hk_stock(code):
     """判断是否港股（港股代码5位，A股6位带前导零）"""
@@ -427,7 +595,13 @@ def batch_fetch_prices(codes):
                     "SELECT price, change_pct FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (raw_code,)
                 ).fetchone()
             if row and row['price']:
-                all_results[raw_code] = (row['price'], 0, row['change_pct'] or 0)
+                all_results[raw_code] = {
+                    "price": row['price'],
+                    "close": row['price'],  # 用现价近似昨收，仅用于sentiment计算
+                    "high": row['price'],
+                    "low": row['price'],
+                    "code": raw_code,
+                }
         db.close()
         if all_results:
             return all_results
@@ -1602,6 +1776,9 @@ def reassess_with_context(code, name, price, cost, shares, current_action,
     except Exception:
         pass
 
+    # ── 策略质量门禁 ──
+    enforce_strategy_quality(code, name, result)
+
     return result
 
 
@@ -2156,6 +2333,23 @@ def regenerate_all(stdout=True):
     if added_to_wl and stdout:
         print(f"  清仓→自选自动加入: {', '.join(added_to_wl)}")
 
+    # 重新计算 portfolio 汇总（保留已存在的 cash，用最新价格算市值）
+    try:
+        total_mv = 0.0
+        for h in existing_pf.get('holdings', []):
+            p = h.get('price') or 0
+            s = h.get('shares') or 0
+            total_mv += p * s
+            if p and s and total_mv > 0:
+                h['market_value'] = round(p * s, 2)
+        old_cash = existing_pf.get('cash') or 80476  # fallback 6/23 backup
+        existing_pf['cash'] = old_cash
+        existing_pf['total_mv'] = round(total_mv, 2)
+        existing_pf['total_assets'] = round(total_mv + old_cash, 2)
+        existing_pf['position_pct'] = round(total_mv / (total_mv + old_cash) * 100, 2) if (total_mv + old_cash) > 0 else 0
+    except Exception as e:
+        print(f"  [汇总计算失败] {e}", flush=True)
+
     # DB 写入（替代 JSON dump — 强制币种约束）
     try:
         from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_watchlist_stock, write_holding_strategy
@@ -2166,7 +2360,11 @@ def regenerate_all(stdout=True):
             s.setdefault('currency', 'CNY')
             write_watchlist_stock(conn, s)
         for d in decisions:
-            write_holding_strategy(conn, d.get('code', ''), d.get('name', ''), d)
+            # ── 策略质量门禁 ──
+            code = d.get('code', '')
+            name = d.get('name', '')
+            enforce_strategy_quality(code, name, d)
+            write_holding_strategy(conn, code, name, d)
         conn.close()
     except Exception as e:
         print(f"  [DB写入失败] {e}", flush=True)

technical_analysis.py

@@ -390,15 +390,15 @@ def full_analysis(code):
 
     result = {
         "quote": {
-            "name": q["name"],
+            "name": q.get("name", code),
             "price": q["price"],
-            "change_pct": q["change_pct"],
+            "change_pct": q.get("change_pct", 0),
-            "open": q["open"],
+            "open": q.get("open", 0),
-            "high": q["high"],
+            "high": q.get("high", 0),
-            "low": q["low"],
+            "low": q.get("low", 0),
-            "close_yest": q["close_yest"],
+            "close_yest": q.get("close_yest", 0),
-            "volume": q["volume"],
+            "volume": q.get("volume", 0),
-            "amplitude": q["amplitude"],
+            "amplitude": q.get("amplitude", 0),
         },
         "support_resistance": sr,
         "candlestick": candle,