fix: HK stocks store HKD, calc_total_assets converts to CNY at aggregation

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",
-        "severity": "CRITICAL",
-        "desc": "港股决策金额应为港币标价(currency=HKD)，A股为CNY",
-        "check": lambda d: d.get("currency") in ("HKD", "CNY") or not d.get("code"),
-        "fix": "设置 d['currency']='HKD' for HK stocks"
+        "id": "GATE_CURRENCY_SET",
+        "desc": "港股必须标 currency=HKD（个股存原币种，汇总时由calc_total_assets转CNY）",
+        "check": lambda d: not is_hk_stock(d.get("code","")) or d.get("currency") == "HKD",
+        "severity": "HIGH",
+        "fix": "设置 d['currency']='HKD'"
     },
     # --- 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,
-                "shares": shares,
-                "avg_price": old_entry.get("avg_price", 0),
-                "currency": "HKD" if is_hk_stock(code) else "CNY",
+                "cost": old_entry.get("cost", cost) if old_entry else cost,  # 优先保留旧成本（holding.xls权威）
+                "shares": shares,  # 当前实际持仓股数（不继承旧决策的可能为0的值）
+                "avg_price": old_entry.get("avg_price", 0),  # 保留持仓均价
+                "currency": "HKD" if is_hk_stock(str(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', 'HKD') if is_hk_stock(str(s.get('code',''))) else s.setdefault('currency', 'CNY')
+            s.setdefault('currency', 'CNY')
             write_watchlist_stock(conn, s)
         for d in decisions:
             # ── 策略质量门禁 ──