chore: sync

2026-07-20 22:05:03 +08:00
parent 8d6082f0c2
commit 90f07b4eba
5 changed files with 187 additions and 146 deletions
@@ -142,7 +142,7 @@ def main():
                reassess_scripts.append(code)
                print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
        if reassess_scripts:
-            # 调用 per_stock_reassess
+            # 调用 per_stock_reassess（每轮最多5只，防LLM慢导致整批超时；其余下轮继续）
            reassess_path = None
            for p in ['/home/hmo/MoFin/scripts/per_stock_reassess.py',
                      '/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
@@ -150,12 +150,20 @@ def main():
                    reassess_path = p
                    break
            if reassess_path:
-                for code in reassess_scripts:
-                    r = subprocess.run(['python3', reassess_path, code],
-                                     capture_output=True, text=True, timeout=60)
-                    out = r.stdout.strip()[:200] if r.stdout else ""
-                    err = r.stderr.strip()[:200] if r.stderr else ""
-                    print(f"  → {code}: exited={r.returncode} {out}")
+                MAX_PER_RUN = 5
+                batch = reassess_scripts[:MAX_PER_RUN]
+                if len(reassess_scripts) > MAX_PER_RUN:
+                    print(f"[AUTO_REASSESS] 本轮限{MAX_PER_RUN}只，剩余{len(reassess_scripts)-MAX_PER_RUN}只下轮继续")
+                for code in batch:
+                    try:
+                        # LLM 重评冷启动 20-100s，60s 必死（37只全灭那次的根因）→ 240s
+                        r = subprocess.run(['python3', reassess_path, code],
+                                         capture_output=True, text=True, timeout=240)
+                        out = r.stdout.strip()[:200] if r.stdout else ""
+                        err = r.stderr.strip()[:200] if r.stderr else ""
+                        print(f"  → {code}: exited={r.returncode} {out}")
+                    except subprocess.TimeoutExpired:
+                        print(f"  → {code}: 超时240s（LLM仍慢），下轮重试")
    except Exception as e:
        print(f"[AUTO_REASSESS FAIL] {e}")
    # ----- 结束 自选股重评 -----
@@ -90,6 +90,14 @@ STRATEGY_QUALITY_GATES = [
        "severity": "HIGH",
        "fix": "设置 d['currency']='HKD'"
    },
+    {
+        "id": "GATE_ZONE_SANITY",
+        "desc": "买入区中心不得偏离现价超过3倍（防坏行情/LLM幻觉注入异常值，如15只股被统一写成97的教训）",
+        "check": lambda d: (lambda p, c: p <= 0 or c <= 0 or (p >= c * 0.3 and p <= c * 3.0))(
+            d.get("price") or 0, ((d.get("entry_low") or 0) + (d.get("entry_high") or 0)) / 2),
+        "severity": "CRITICAL",
+        "fix": "买入区与现价偏离超3倍，疑似坏数据。用 technical_analysis 重算支撑阻力或人工修正"
+    },
    # --- 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:
    # 横切面: 大盘+行业+个股 | 纵切面: 基本面+消息面+技术面+资金流