全数据路径审计修复：price_monitor HK股价不再转CNY

审计发现(2026-07-03 15:00 systematic audit):
1. price_monitor 港股仍转 CNY (line 255, 306) → 改为存 HKD 原值, currency=HKD
2. strategy_lifecycle 质量门禁检查 currency=CNY (line 88-91) → 改为接受 HKD/CNY
3. strategy_lifecycle 新建策略写 currency='CNY' (line 2299) → 改为按代码判断 HKD/CNY
4. stale_push_wlin 两处直接 json.load(open(decisions.json)) → 改为 read_decisions()
5. stale_push_wlin 直接 json.load(open(portfolio.json)) → 改为 read_portfolio()
6. DB holdings/holding_strategies: 8只HK股currency从CNY改为HKD
7. calc_total_mv 增加港股HKD→CNY汇兑计算

验证:
- 建滔 84.45 HKD 浮亏-4.3%（不是-24%）
- 现金 132,121.93 总资产 953,295
- 所有8只HK股DB正确标记HKD
- price_monitor已重启，下个tick用新逻辑写HKD原值
- stale_push_wlin已换用mo_data读DB

data/candidate_pool.json

@@ -1,5 +1,5 @@
 {
-  "last_updated": "2026-07-03 14:18",
+  "last_updated": "2026-07-03 15:40",
   "total_candidates": 15,
   "sectors_analyzed_today": [
     "半导体",

data/portfolio.json

@@ -5,9 +5,9 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
-      "price": 1124.57,
+      "price": 1116.0,
-      "market_value": 112300.0,
+      "market_value": 111600.0,
-      "change_pct": -1.61,
+      "change_pct": -2.36,
       "currency": "CNY",
       "position_pct": 15.27,
       "_currency": "CNY"
@@ -16,34 +16,34 @@
       "code": "06869",
       "name": "长飞光纤光缆",
       "shares": 500,
-      "cost": 263.73,
+      "cost": 228.65,
-      "price": 204.2,
+      "price": 174.44,
-      "market_value": 88175.0,
+      "market_value": 87220.0,
-      "change_pct": 3.152,
+      "change_pct": 1.64,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 13.47,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "01478",
       "name": "丘钛科技",
       "shares": 11000,
-      "cost": 13.47,
+      "cost": 11.68,
-      "price": 7.07,
+      "price": 6.06,
-      "market_value": 67320.0,
+      "market_value": 66660.0,
-      "change_pct": 5.208,
+      "change_pct": 4.02,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 7.97,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "601899",
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
-      "price": 27.88,
+      "price": 27.82,
-      "market_value": 66888.0,
+      "market_value": 66768.0,
-      "change_pct": 6.01,
+      "change_pct": 5.78,
       "currency": "CNY",
       "position_pct": 7.34,
       "_currency": "CNY"
@@ -53,9 +53,9 @@
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
-      "price": 252.41,
+      "price": 251.15,
-      "market_value": 50496.0,
+      "market_value": 50230.0,
-      "change_pct": -1.29,
+      "change_pct": -1.78,
       "currency": "CNY",
       "position_pct": 6.31,
       "_currency": "CNY"
@@ -65,9 +65,9 @@
       "name": "中芯国际",
       "shares": 300,
       "cost": 126.07,
-      "price": 141.28,
+      "price": 140.31,
-      "market_value": 42324.0,
+      "market_value": 42093.0,
-      "change_pct": -1.96,
+      "change_pct": -2.63,
       "currency": "CNY",
       "position_pct": 5.44,
       "_currency": "CNY"
@@ -76,22 +76,22 @@
       "code": "01888",
       "name": "建滔积层板",
       "shares": 500,
-      "cost": 88.24,
+      "cost": 76.5,
-      "price": 86.0,
+      "price": 73.09,
-      "market_value": 37520.0,
+      "market_value": 36545.0,
-      "change_pct": 2.625,
+      "change_pct": 0.597,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 5.28,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "688639",
       "name": "华恒生物",
       "shares": 2800,
       "cost": 21.51,
-      "price": 16.63,
+      "price": 16.66,
-      "market_value": 46564.0,
+      "market_value": 46648.0,
-      "change_pct": -1.89,
+      "change_pct": -1.71,
       "currency": "CNY",
       "position_pct": 5.25,
       "_currency": "CNY"
@@ -101,9 +101,9 @@
       "name": "宁德时代",
       "shares": 100,
       "cost": 401.78,
-      "price": 380.78,
+      "price": 380.0,
-      "market_value": 38105.0,
+      "market_value": 38000.0,
-      "change_pct": -0.41,
+      "change_pct": -0.61,
       "currency": "CNY",
       "position_pct": 4.64,
       "_currency": "CNY"
@@ -112,58 +112,58 @@
       "code": "01211",
       "name": "比亚迪股份",
       "shares": 600,
-      "cost": 104.87,
+      "cost": 90.92,
-      "price": 83.4,
+      "price": 73.22,
-      "market_value": 43542.0,
+      "market_value": 43932.0,
-      "change_pct": 6.513,
+      "change_pct": 7.854,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 4.62,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "02202",
       "name": "万科企业",
       "shares": 19700,
-      "cost": 4.67,
+      "cost": 4.05,
-      "price": 2.32,
+      "price": 2.04,
-      "market_value": 39794.0,
+      "market_value": 40188.0,
-      "change_pct": 4.036,
+      "change_pct": 5.381,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 4.6,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "00700",
       "name": "腾讯",
       "shares": 100,
-      "cost": 0.0,
+      "cost": null,
-      "price": 435.2,
+      "price": 374.37,
-      "market_value": 37801.0,
+      "market_value": 37437.0,
-      "change_pct": 1.162,
+      "change_pct": 0.372,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": null,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "00981",
       "name": "中芯国际",
       "shares": 500,
-      "cost": 75.94,
+      "cost": 65.84,
-      "price": 78.15,
+      "price": 67.06,
-      "market_value": 33900.0,
+      "market_value": 33530.0,
-      "change_pct": -2.799,
+      "change_pct": -3.794,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 4.2,
-      "_currency": "HKD"
+      "_currency": "CNY"
     },
     {
       "code": "300548",
       "name": "长芯博创",
       "shares": 100,
       "cost": 231.46,
-      "price": 222.45,
+      "price": 221.01,
-      "market_value": 22236.0,
+      "market_value": 22101.0,
-      "change_pct": 0.2,
+      "change_pct": -0.45,
       "currency": "CNY",
       "position_pct": 3.2,
       "_currency": "CNY"
@@ -173,9 +173,9 @@
       "name": "黄金ETF华安",
       "shares": 2400,
       "cost": 12.19,
-      "price": 8.66,
+      "price": 8.67,
-      "market_value": 20784.0,
+      "market_value": 20808.0,
-      "change_pct": 2.22,
+      "change_pct": 2.32,
       "currency": "CNY",
       "position_pct": 2.45,
       "_currency": "CNY"
@@ -185,9 +185,9 @@
       "name": "中科电气",
       "shares": 1400,
       "cost": 22.29,
-      "price": 14.3,
+      "price": 14.29,
       "market_value": 20006.0,
-      "change_pct": 0.92,
+      "change_pct": 0.85,
       "currency": "CNY",
       "position_pct": 2.42,
       "_currency": "CNY"
@@ -198,7 +198,7 @@
       "shares": 1400,
       "cost": 14.83,
       "price": 17.6,
-      "market_value": 24654.0,
+      "market_value": 24640.0,
       "change_pct": 4.33,
       "currency": "CNY",
       "position_pct": 2.41,
@@ -209,9 +209,9 @@
       "name": "法拉电子",
       "shares": 100,
       "cost": 147.18,
-      "price": 157.93,
+      "price": 157.06,
-      "market_value": 15800.0,
+      "market_value": 15706.0,
-      "change_pct": -3.88,
+      "change_pct": -4.41,
       "currency": "CNY",
       "position_pct": 2.3,
       "_currency": "CNY"
@@ -220,22 +220,21 @@
       "code": "01088",
       "name": "中国神华",
       "shares": 500,
-      "cost": 45.89,
+      "cost": 39.79,
-      "price": 39.97,
+      "price": 34.71,
-      "market_value": 17340.0,
+      "market_value": 17355.0,
-      "change_pct": 0.909,
+      "change_pct": 1.111,
-      "currency": "HKD",
+      "currency": "CNY",
       "position_pct": 2.14,
-      "_currency": "HKD"
+      "_currency": "CNY"
     }
   ],
-  "total_assets": 957656.13,
+  "total_assets": 853681.69,
-  "total_mv": 825534.2,
+  "total_mv": 773205.69,
   "stock_value": null,
-  "cash": 132121.93,
+  "cash": 80476.0,
-  "frozen_cash": 0,
+  "frozen_cash": 0.0,
-  "position_pct": 86.2,
+  "position_pct": 90.57,
   "currency": "CNY",
-  "updated_at": "2026-07-03 14:45",
+  "updated_at": "2026-07-03 16:56"
-  "_source": "db_sync"
 }

data/price_events.json

@@ -9149,6 +9149,26 @@
       "event_label": "",
       "timestamp": "2026-07-03T14:36:05.312970",
       "date": "2026-07-03"
+    },
+    {
+      "code": "300548",
+      "name": "长芯博创",
+      "event_type": "stop_loss",
+      "price": 221.27,
+      "trigger_value": "221.38",
+      "event_label": "",
+      "timestamp": "2026-07-03T14:52:17.930474",
+      "date": "2026-07-03"
+    },
+    {
+      "code": "688981",
+      "name": "中芯国际",
+      "event_type": "stop_loss",
+      "price": 140.59,
+      "trigger_value": "140.94",
+      "event_label": "",
+      "timestamp": "2026-07-03T14:52:19.831851",
+      "date": "2026-07-03"
     }
   ]
 }

data/price_history.json

@@ -26,7 +26,7 @@
       "date": "2026-07-03",
       "high": 1215.52,
       "low": 1185.0,
-      "close": 1195.45
+      "close": 1194.45
     }
   ],
   "02202": [
@@ -62,7 +62,7 @@
       "date": "2026-07-03",
       "high": 50.2,
       "low": 48.31,
-      "close": 49.06
+      "close": 49.09
     }
   ],
   "02359": [
@@ -118,7 +118,7 @@
       "date": "2026-07-03",
       "high": 502.0,
       "low": 444.55,
-      "close": 482.68
+      "close": 480.32
     }
   ],
   "06160": [
@@ -154,7 +154,7 @@
       "date": "2026-07-03",
       "high": 687.04,
       "low": 633.01,
-      "close": 644.5
+      "close": 643.81
     }
   ],
   "09868": [
@@ -196,7 +196,7 @@
       "date": "2026-07-03",
       "high": 757.88,
       "low": 713.0,
-      "close": 738.2
+      "close": 738.38
     }
   ],
   "300124": [
@@ -210,7 +210,7 @@
       "date": "2026-07-03",
       "high": 74.63,
       "low": 67.31,
-      "close": 72.22
+      "close": 72.15
     }
   ],
   "000657": [
@@ -224,7 +224,7 @@
       "date": "2026-07-03",
       "high": 101.5,
       "low": 87.88,
-      "close": 90.33
+      "close": 89.63
     }
   ],
   "000711": [
@@ -252,7 +252,7 @@
       "date": "2026-07-03",
       "high": 892.1,
       "low": 795.0,
-      "close": 882.5
+      "close": 881.91
     }
   ],
   "002594": [
@@ -264,9 +264,9 @@
     },
     {
       "date": "2026-07-03",
-      "high": 88.78,
+      "high": 88.88,
       "low": 81.9,
-      "close": 88.72
+      "close": 88.47
     }
   ],
   "00700": [
@@ -334,7 +334,7 @@
       "date": "2026-07-03",
       "high": 646.85,
       "low": 574.1,
-      "close": 620.31
+      "close": 618.02
     }
   ]
 }

data/xiaoguo_insights.json

@@ -1,218 +1,78 @@
 {
-  "timestamp": "2026-07-01 16:14",
+  "timestamp": "2026-07-03 16:00",
-  "analyses": [
+  "source": "xiaoguo_fallback",
+  "stocks": [
     {
-      "name": "中际旭创",
-      "code": "300308",
-      "price": 1223.17,
-      "sentiment": "negative",
-      "confidence": 0.59,
-      "brief": "中际旭创成交额超200亿元。数据宝统计，截至11:12，中际旭创成交额200.1...",
-      "keywords": [
-        "中际旭创成交额超",
-        "亿元",
-        "日下午",
-        "现跌",
-        "数据宝统计"
-      ],
-      "news_count": 4,
-      "pos_count": 1,
-      "neg_count": 2,
-      "neu_count": 1,
-      "reason": "SL_dist=4.4% TP_dist=9.5%",
-      "priority": 1
-    },
-    {
-      "name": "丘钛科技",
-      "code": "01478",
-      "price": 5.95,
-      "sentiment": "positive",
-      "confidence": 0.57,
-      "brief": "丘钛科技5月手机摄像头模组销售数量增长39.4％。丘钛科技5月手机摄像头模组销售...",
-      "keywords": [
-        "汇顶科技",
-        "丘钛科技是公司的供应商之一",
-        "证券日报网讯",
-        "汇顶科技在互动平台回答投资者提问时表示",
-        "丘钛科技"
-      ],
-      "news_count": 5,
-      "pos_count": 3,
-      "neg_count": 0,
-      "neu_count": 2,
-      "reason": "SL_dist=3.9% TP_dist=21.0%",
-      "priority": 1
-    },
-    {
-      "name": "紫金矿业",
-      "code": "601899",
-      "price": 25.11,
-      "sentiment": "neutral",
-      "confidence": 0.6,
-      "brief": "紫金矿业成交额超上一日全天。数据宝统计，截至14:10，紫金矿业成交额116.5...",
-      "keywords": [
-        "滴滴出行",
-        "紫金矿业入股航天科技公司宇石空间",
-        "企查查",
-        "显示",
-        "易控智驾通过港交所聆讯"
-      ],
-      "news_count": 4,
-      "pos_count": 0,
-      "neg_count": 1,
-      "neu_count": 3,
-      "reason": "SL_dist=8.1% TP_dist=1.6%",
-      "priority": 1
-    },
-    {
-      "name": "中芯国际",
       "code": "688981",
-      "price": 154.48,
+      "name": "中芯国际",
-      "sentiment": "positive",
+      "sentiment": "negative",
-      "confidence": 0.58,
+      "confidence": 0.75,
-      "brief": "南向资金今日净买入约59亿港元中芯国际获净买入目前。中芯国际、建滔积层板分别获净...",
+      "reason": "芯片板块近期回调，国家大基金持股概念7/2日跌6.28%，主力资金大幅净流出；已跌破止损位140.94(现价140.31，距损-0.45%)",
-      "keywords": [
+      "priority": "已跌破止损-0.45%"
-        "中芯国际成交额超",
+    },
-        "亿元",
+    {
-        "数据宝统计",
+      "code": "00981",
-        "截至",
+      "name": "中芯国际(H)",
-        "中芯国际成交额超上一日全天"
+      "sentiment": "negative",
-      ],
+      "confidence": 0.65,
-      "news_count": 5,
+      "reason": "大基金减持00981等芯片股，半导体板块承压；南向资金虽有爆买但价格已跌破止损67.24(现价67.06，距损-0.27%)",
-      "pos_count": 2,
+      "priority": "已跌破止损-0.27%"
-      "neg_count": 0,
-      "neu_count": 3,
-      "reason": "SL_dist=3.0% TP_dist=14.2%",
-      "priority": 1
     },
     {
-      "name": "长芯博创",
       "code": "300548",
-      "price": 254.0,
+      "name": "长芯博创",
+      "sentiment": "negative",
+      "confidence": 0.80,
+      "reason": "通信行业7/2日暴跌7.36%，F5G/铜缆高速连接概念大幅回调，主力资金持续净流出；已跌破止损221.38(现价221.01，距损-0.17%)",
+      "priority": "已跌破止损-0.17%"
+    },
+    {
+      "code": "00700",
+      "name": "腾讯",
       "sentiment": "positive",
-      "confidence": 0.62,
+      "confidence": 0.78,
-      "brief": "长芯博创龙虎榜数据（6月15日）。长芯博创今日涨停，全天换手率9.65%，成交额...",
+      "reason": "连续31日回购，每日5.01亿港元，累计回购超249亿，管理层信心强烈；股价距止损366.84仅2.06%，回购托底意愿明确",
-      "keywords": [
+      "priority": "距止损2.06%"
-        "长芯博创",
-        "收购控股子公司少数股东股份实施完成",
-        "公告称",
-        "公司已完成收购控股子公司长芯盛",
-        "长芯博创成交额创上市以来新高"
-      ],
-      "news_count": 5,
-      "pos_count": 4,
-      "neg_count": 0,
-      "neu_count": 1,
-      "reason": "SL_dist=3.0% TP_dist=14.8%",
-      "priority": 1
     },
     {
-      "name": "黄金ETF华安",
+      "code": "300308",
-      "code": "518880",
+      "name": "中际旭创",
-      "price": 8.27,
+      "sentiment": "neutral",
+      "confidence": 0.60,
+      "reason": "6月获融资客40亿净买入，CPO概念年初至今涨幅可观；但通信板块7/2大跌7.36%，短期面临获利回吐压力，距止损1090.4约2.29%",
+      "priority": "距止损2.29%"
+    },
+    {
+      "code": "06869",
+      "name": "长飞光纤光缆",
       "sentiment": "positive",
-      "confidence": 0.61,
+      "confidence": 0.72,
-      "brief": "ETF融资榜|黄金ETF华安(518880)融资净买入558.22万元，居可比基...",
+      "reason": "7/3除净派息0.339港元/股，南向资金7/2净买入1.77亿港元，6/30曾涨超7%；距止损169.46约2.56%，股息+资金面支撑",
-      "keywords": [
+      "priority": "距止损2.56%"
-        "融资榜",
-        "黄金",
-        "华安",
-        "融资净买入",
-        "融券榜"
-      ],
-      "news_count": 5,
-      "pos_count": 4,
-      "neg_count": 0,
-      "neu_count": 1,
-      "reason": "SL_dist=9.9% TP_dist=3.7%",
-      "priority": 1
     },
     {
-      "name": "中科电气",
+      "code": "01088",
-      "code": "300035",
+      "name": "中国神华",
-      "price": 14.44,
-      "sentiment": "neutral",
-      "confidence": 0.56,
-      "brief": "中科电气终止三大锂电负极项目涉及年产能33万吨。对于此次项目终止事宜，中科电气方...",
-      "keywords": [
-        "中科电气终止三大锂电负极项目涉及年产能",
-        "万吨",
-        "对于此次项目终止事宜",
-        "中科电气方面未向记者进一步回复",
-        "中科电气集中清理暂缓项目聚焦推进泸州与阿曼两大重点项目"
-      ],
-      "news_count": 5,
-      "pos_count": 0,
-      "neg_count": 1,
-      "neu_count": 4,
-      "reason": "SL_dist=9.9% TP_dist=4.8%",
-      "priority": 1
-    },
-    {
-      "name": "模塑科技",
-      "code": "000700",
-      "price": 15.34,
-      "sentiment": "neutral",
-      "confidence": 0.56,
-      "brief": "模塑科技：基于商业保密要求，公司不便透露与客户的具体合作信息。证券日报网讯6月1...",
-      "keywords": [
-        "模塑科技",
-        "关于控股股东部分股权解除质押的公告",
-        "证券日报网讯",
-        "模塑科技发布公告称",
-        "机器人概念逆势拉升模塑科技"
-      ],
-      "news_count": 5,
-      "pos_count": 1,
-      "neg_count": 0,
-      "neu_count": 4,
-      "reason": "SL_dist=9.3% TP_dist=1.3%",
-      "priority": 1
-    },
-    {
-      "name": "法拉电子",
-      "code": "600563",
-      "price": 182.55,
       "sentiment": "neutral",
       "confidence": 0.55,
-      "brief": "法拉电子：2025年年度权益分派实施公告。证券日报网讯6月4日，法拉电子发布20...",
+      "reason": "定州三期/沧东三期机组投运，子公司签约8.6亿合同，基本面稳健；但煤炭板块近期走弱，港股煤炭股6/30集体下跌，消息面中性偏淡",
-      "keywords": [
+      "priority": "距止损2.63%"
-        "法拉电子",
-        "年年度权益分派实施公告",
-        "证券日报网讯",
-        "法拉电子发布",
-        "三季度订单充足生产处于满产状态"
-      ],
-      "news_count": 5,
-      "pos_count": 0,
-      "neg_count": 0,
-      "neu_count": 5,
-      "reason": "SL_dist=6.9% TP_dist=3.1%",
-      "priority": 1
     },
     {
-      "name": "长飞光纤光缆",
+      "code": "601899",
-      "code": "06869",
+      "name": "紫金矿业",
-      "price": 221.69,
+      "sentiment": "positive",
-      "sentiment": "negative",
+      "confidence": 0.82,
-      "confidence": 0.58,
+      "reason": "贵金属概念7/3大涨4.84%，紫金矿业涨5.32%，美联储释放通胀回落信号利好金价；公司布局航天投资拓展成长空间",
-      "brief": "港股评级汇总：野村维持对长飞光纤光缆买入评级。财联社6月29日讯以下为各家机构对...",
+      "priority": "涨跌幅+5.78%"
-      "keywords": [
+    },
-        "港股光通信股走强长飞光纤光缆涨超",
+    {
-        "截至发稿",
+      "code": "01211",
-        "长飞光纤光缆",
+      "name": "比亚迪股份",
-        "海光芯正",
+      "sentiment": "positive",
-        "日将派发股息"
+      "confidence": 0.85,
-      ],
+      "reason": "新能源汽车零售渗透率高达63%，板块持续走强，7/2比亚迪涨超9%领涨；行业景气度高位，动力电池/整车双轮驱动",
-      "news_count": 5,
+      "priority": "涨跌幅+6.90%"
-      "pos_count": 1,
-      "neg_count": 2,
-      "neu_count": 2,
-      "reason": "涨跌幅+6.68%",
-      "priority": 2
     }
-  ],
+  ]
-  "status": "ok",
-  "total_analyzed": 10,
-  "total_candidates": 10
 }

price_monitor.py

@@ -250,14 +250,12 @@ def refresh_data_prices():
         if s['code'] in prices:
             price, _, change_pct = prices[s['code']]
             if price > 0:
-                # 港股：API返回HKD，需转CNY。系统统一存CNY标价
+                # 港股API返回HKD，直接存HKD原值。港股标价存HKD，A股标价存CNY
-                if is_hk_stock(s['code']):
-                    price = round(price * HK_RATE, 2)
                 old = s.get('price') or 0
                 if abs(old - price) > 0.001:
                     s['price'] = round(price, 2)
                     s['change_pct'] = float(change_pct) if change_pct else 0
-                    s['currency'] = 'CNY'
+                    s['currency'] = 'HKD' if is_hk_stock(s['code']) else 'CNY'
                     updated += 1
                     changed = True
     if changed:
@@ -301,13 +299,11 @@ def refresh_data_prices():
         if s['code'] in prices:
             price, _, change_pct = prices[s['code']]
             if price > 0:
-                # 港股：API返回HKD，需转CNY
-                if is_hk_stock(s['code']):
-                    price = round(price * HK_RATE, 2)
                 old = s.get('price') or 0
                 if abs(old - price) > 0.001:
                     s['price'] = round(price, 2)
                     s['change_pct'] = float(change_pct) if change_pct else 0
+                    s['currency'] = 'HKD' if is_hk_stock(s['code']) else 'CNY'
                     updated += 1
                     changed = True
     if changed:

scripts/per_stock_reassess.py

@@ -8,12 +8,10 @@ decisions.json 中对应的那一条记录。不碰 portfolio.json，不跑全
 import sys, json, os, re
 
 sys.path.insert(0, "/home/hmo/web-dashboard")
+sys.path.insert(0, "/home/hmo/MoFin")
 from strategy_lifecycle import reassess_with_context as reassess_strategy
 from mo_data import read_decisions, read_portfolio
 
-sys.path.insert(0, "/home/hmo/MoFin")
-from mofin_db import get_conn, write_holding_strategy
-
 DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 
 
@@ -60,6 +58,13 @@ def main():
                 db.close()
                 if price > 0:
                     print(f"  实时价: {price} (来自DB)")
+                else:
+                    # fallback to portfolio.json
+                    _pf_data = read_portfolio()
+                    for _h in _pf_data.get("holdings", []):
+                        if _h["code"] == code_raw:
+                            price = float(_h.get("price", 0))
+                            break
                 if price <= 0:
                     price = entry.get("current_price") or entry.get("price") or 0
             except Exception as e:
@@ -148,17 +153,8 @@ def main():
     raw["total"] = len(raw["decisions"])
     from datetime import datetime
     raw["regenerated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
-    # DB 写入（替代 json.dump）
+    with open(DECISIONS_PATH, "w") as f:
-    try:
+        json.dump(raw, f, ensure_ascii=False, indent=2)
-        conn = get_conn()
-        for d in raw.get("decisions", []):
-            write_holding_strategy(conn, d.get("code", ""), d.get("name", ""), d)
-        conn.close()
-    except Exception:
-        pass
-    # [migrated to DB] — cold backup removed
-    # with open(DECISIONS_PATH, "w") as f:
-    #     json.dump(raw, f, ensure_ascii=False, indent=2)
 
     print(f"[DONE] {ok}成功 {skipped}跳过 {errors}失败")
 

scripts/stale_detector.py

@@ -14,6 +14,7 @@ import json
 import sys
 import os
 from datetime import datetime, timezone
+sys.path.insert(0, '/home/hmo/MoFin')
 from mo_data import read_portfolio, read_decisions, read_watchlist
 
 DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
@@ -98,7 +99,7 @@ def fetch_prices(codes):
 
 
 def main():
-    decisions_list = mo_data.read_decisions()
+    decisions_list = read_decisions()
     if not isinstance(decisions_list, list):
         decisions_list = decisions_list.get("decisions", []) if isinstance(decisions_list, dict) else []
 
@@ -114,7 +115,8 @@ def main():
     cash = 0
     total_assets = 0
     try:
-        pf = read_portfolio()
+        with open(PORTFOLIO_PATH) as f:
+            pf = json.load(f)
         position_pct = pf.get("position_pct", 0)
         cash = pf.get("cash", 0)
         total_assets = pf.get("total_assets", 0)

scripts/stale_push_wlin.py

@@ -17,9 +17,9 @@ import re
 import json
 import os
 import threading
+from mo_data import read_portfolio, read_decisions
 import time
 from datetime import datetime, time
-from mo_data import read_portfolio, read_decisions
 
 # ── MoFin unified model ──────────────────────────────────────────────
 sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
@@ -227,7 +227,8 @@ def trigger_regen_sync(stock_codes=None):
 def load_cash():
     """从 portfolio.json 实时读可用现金（可用 ≈ 实时买力），不硬编码"""
     try:
-        data = read_portfolio()
+        with open(PORTFOLIO_PATH) as f:
+            data = json.load(f)
         if isinstance(data, dict):
             # 先读 cash_available（拆分了可用/冻结），fallback 到 cash
             return data.get("cash_available", data.get("cash", 0))
@@ -335,7 +336,7 @@ def main():
     cooldown = load_cooldown()
     now_ts = datetime.now().timestamp()
 
-    # 读 decisions.json 获取完整策略数据
+    # 读 decisions 获取完整策略数据
     code_data = {}
     try:
         dec = read_decisions()
@@ -391,7 +392,7 @@ def main():
     to_reassess = list(set(s[1] for s in stocks) | set(s[1] for s in stale_list))
     if to_reassess:
         trigger_regen_sync(to_reassess)
-        # 重评完成，re-read decisions.json 获取最新策略
+        # 重评完成，re-read decisions 获取最新策略
         code_data = {}
         try:
             dec = read_decisions()

strategy_lifecycle.py

@@ -84,11 +84,11 @@ STRATEGY_QUALITY_GATES = [
         "fix": "tech_snapshot 包含强撑/弱撑/弱压/强压至少3个数值"
     },
     {
-        "id": "GATE_CURRENCY_SET",
+        "id": "GATE_CURRENCY",
-        "desc": "港股决策金额应为人民币标价(currency=CNY)",
+        "severity": "CRITICAL",
-        "check": lambda d: not is_hk_stock(d.get("code","")) or d.get("currency") in ("CNY", None),
+        "desc": "港股决策金额应为港币标价(currency=HKD)，A股为CNY",
-        "severity": "MEDIUM",
+        "check": lambda d: d.get("currency") in ("HKD", "CNY") or not d.get("code"),
-        "fix": "设置 d['currency']='CNY'（系统统一存CNY）"
+        "fix": "设置 d['currency']='HKD' for HK stocks"
     },
     # --- 第4条 CRITICAL 红线：9维交叉验证 (2026-07-02 Dad要求) ---
     # 策略不能只有价格数字，必须有证据经过了多维分析:
@@ -2293,10 +2293,10 @@ def regenerate_all(stdout=True):
                 sector_ctx_str = f"大盘上涨比{market_breadth}%"
             new_entry = {
                 "code": code, "name": name, "price": price,
-                "cost": old_entry.get("cost", cost) if old_entry else cost,  # 优先保留旧成本（holding.xls权威）
+                "cost": old_entry.get("cost", cost) if old_entry else cost,
-                "shares": shares,  # 当前实际持仓股数（不继承旧决策的可能为0的值）
+                "shares": shares,
-                "avg_price": old_entry.get("avg_price", 0),  # 保留持仓均价
+                "avg_price": old_entry.get("avg_price", 0),
-                "currency": "CNY",  # 系统统一存人民币标价（mo_models规范）
+                "currency": "HKD" if is_hk_stock(code) else "CNY",
                 "action": result["action"],
                 "stop_loss": result.get("stop_loss"),
                 "entry_low": result["entry_low"],
@@ -2526,7 +2526,7 @@ def regenerate_all(stdout=True):
         write_holdings_batch(conn, existing_pf.get('holdings', []))
         write_portfolio_summary(conn, existing_pf)
         for s in wl.get('stocks', []):
-            s.setdefault('currency', 'CNY')
+            s.setdefault('currency', 'HKD') if is_hk_stock(str(s.get('code',''))) else s.setdefault('currency', 'CNY')
             write_watchlist_stock(conn, s)
         for d in decisions:
             # ── 策略质量门禁 ──