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信义光能问题修复：两层级过滤+趋势检查

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Bug 1 — strategy_lifecycle.py: enrich_timing_signal 用 factors[-1] 当信号
  信义光能: base_signal=neutral, factors=[大盘中性,行业偏弱,高估值]
  旧逻辑: factors[-1]='行业偏弱'→成为timing_signal→无效信号
  新逻辑: 先找有效操作方向(买入/加仓/观望/持有/关注/信号不充分),
          找不到→信号不充分。不再从上下文因子里拼凑信号。

Bug 2 — stale_push_wlin.py: 信号过滤太松
  旧逻辑: 只跳过特定关键词(等企稳/关注/信号不充分/持有)
  新逻辑: 信号必须含"买入"或"加仓"才进推荐，其他一律跳过

Check 3 — 趋势检查(新增)
  fetch_trend_data(): 取实时行情+30日K线计算MA排列
  空头排列/弱势震荡→不推荐
  药明康德通过(多头排列+买入信号)  信义光能不通过(空头+行业偏弱)
This commit is contained in:
知微
2026-06-24 14:39:50 +08:00
parent e83dfc415d
commit 8f830b8de2
6 changed files with 351 additions and 106 deletions
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data/portfolio.json
+69 -23
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@@ -25,7 +25,9 @@
"rr_ratio": 0.51,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 8.52,
"change_pct": -0.23
},
{
"code": "600563",
@@ -52,7 +54,9 @@
"rr_ratio": 3.54,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 178.76,
"change_pct": 10.0
},
{
"code": "601899",
@@ -79,7 +83,9 @@
"rr_ratio": 0.71,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 27.59,
"change_pct": -0.58
},
{
"code": "603259",
@@ -106,7 +112,9 @@
"rr_ratio": 3.44,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 115.11,
"change_pct": 8.28
},
{
"code": "688411",
@@ -133,7 +141,9 @@
"rr_ratio": 0.98,
"action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 266.44,
"change_pct": -2.13
},
{
"code": "688639",
@@ -160,7 +170,9 @@
"rr_ratio": 1.09,
"action_note": "⚠️盈亏比偏低(1:1.1)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 21.43,
"change_pct": -1.83
},
{
"code": "688981",
@@ -187,7 +199,9 @@
"rr_ratio": 2.34,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 151.59,
"change_pct": 6.98
},
{
"code": "000700",
@@ -214,7 +228,9 @@
"rr_ratio": 3.83,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 14.5,
"change_pct": -3.2
},
{
"code": "001309",
@@ -241,7 +257,9 @@
"rr_ratio": 0.03,
"action_note": "⚠️盈亏比偏低(1:0.5)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 803.93,
"change_pct": 6.48
},
{
"code": "300035",
@@ -268,7 +286,9 @@
"rr_ratio": 0.98,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 16.02,
"change_pct": -2.08
},
{
"code": "300548",
@@ -295,7 +315,9 @@
"rr_ratio": 5.93,
"action_note": "短炒强趋势持",
"timing_signal": "持有"
}
},
"price": 280.8,
"change_pct": -1.83
},
{
"code": "300750",
@@ -322,7 +344,9 @@
"rr_ratio": 0.9,
"action_note": "⚠️盈亏比偏低(1:0.9)，不建议加仓",
"timing_signal": "弱势持有"
}
},
"price": 395.88,
"change_pct": 0.86
},
{
"code": "00700",
@@ -349,7 +373,9 @@
"rr_ratio": 0.95,
"action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 430.0,
"change_pct": 3.66
},
{
"code": "00981",
@@ -376,7 +402,9 @@
"rr_ratio": 3.21,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 84.45,
"change_pct": 8.48
},
{
"code": "01088",
@@ -403,7 +431,9 @@
"rr_ratio": 0.92,
"action_note": "⚠️盈亏比偏低(1:0.9)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 41.86,
"change_pct": -0.33
},
{
"code": "01211",
@@ -430,7 +460,9 @@
"rr_ratio": 0.95,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 76.1,
"change_pct": 0.33
},
{
"code": "01478",
@@ -457,7 +489,9 @@
"rr_ratio": 0.99,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 7.7,
"change_pct": -2.28
},
{
"code": "01888",
@@ -484,7 +518,9 @@
"rr_ratio": 7.36,
"action_note": "短炒强趋势持",
"timing_signal": "持有"
}
},
"price": 94.6,
"change_pct": 8.42
},
{
"code": "02202",
@@ -511,7 +547,9 @@
"rr_ratio": 1.11,
"action_note": "深套持有",
"timing_signal": "持有"
}
},
"price": 2.35,
"change_pct": -1.67
},
{
"code": "02318",
@@ -538,7 +576,9 @@
"rr_ratio": 14.89,
"action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 52.75,
"change_pct": -1.59
},
{
"code": "02388",
@@ -565,7 +605,9 @@
"rr_ratio": 2.45,
"action_note": "",
"timing_signal": "持有"
}
},
"price": 46.78,
"change_pct": -0.47
},
{
"code": "06869",
@@ -592,7 +634,9 @@
"rr_ratio": 7.68,
"action_note": "短炒强趋势持",
"timing_signal": "持有"
}
},
"price": 264.8,
"change_pct": 0.08
},
{
"code": "09868",
@@ -619,7 +663,9 @@
"rr_ratio": 21.64,
"action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
"timing_signal": "持有"
}
},
"price": 49.5,
"change_pct": 0.28
}
],
"cash": 20371,