南亚新材(688519) 完整分析+系统录入

全流程：
1. akshare获取新闻和主营业务（CCL覆铜板龙头，PCB上游）
2. 腾讯API拉60日K线计算MA/支撑/阻力
3. per_stock_reassess.py 跑个股重评
4. 人工修正止盈止损（枢轴算法对极端动量股失效）
   - 系统自动: 止损333 止盈377 RR=0.9
   - 人工修正: 止损331 止盈409.9 RR=2.1

亮点：发现per_stock_reassess的枢轴算法对228%涨幅的
极端动量股止盈算不准（377 vs 前高409.9），手动覆盖了。
这是技术架构的改进点——需要识别极端动量场景自动放宽枢轴。

data/macro_context.json

@@ -1,82 +1,82 @@
 {
-  "updated_at": "2026-06-24 09:35:49",
-  "data_timestamp": "2026-06-24 09:35:45",
-  "session": "morning",
+  "updated_at": "2026-06-24 12:00:22",
+  "data_timestamp": "2026-06-24 12:00:00",
+  "session": "midday",
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