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半手补整阈值50%→90%，防止现金严重不足却标🛒

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修正前：长飞光纤预算60K只有1手112K的一半，却因为
budget > lot_cost*0.5 的规则被凑成1手，标了🛒
修正后：只有预算够90%以上才补整1手
实际影响：长飞光纤现在标⚠️而不是🛒
This commit is contained in:
知微
2026-06-24 10:53:31 +08:00
parent 2657a9ef66
commit 9d3f48a502
4 changed files with 93 additions and 93 deletions
Download Patch File Download Diff File Expand all files Collapse all files
data/portfolio.json
+34 -34
View File
@@ -26,8 +26,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 416.2,
"change_pct": 0.34
"price": 417.4,
"change_pct": 0.53
},
{
"code": "00981",
@@ -55,8 +55,8 @@
"action_note": "⚠️盈亏比偏低(1:1.3)，不建议加仓",
"timing_signal": "大盘中性，行业中性，高估值，蓝筹，持有"
},
"price": 83.9,
"change_pct": 7.77
"price": 83.35,
"change_pct": 7.13
},
{
"code": "01088",
@@ -84,8 +84,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业中性，蓝筹，持有"
},
"price": 41.38,
"change_pct": -1.62
"price": 41.46,
"change_pct": -1.38
},
{
"code": "01211",
@@ -113,8 +113,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 74.95,
"change_pct": -1.19
"price": 75.0,
"change_pct": -1.12
},
{
"code": "01478",
@@ -171,8 +171,8 @@
"action_note": "短炒强趋势持",
"timing_signal": "大盘中性，行业偏弱，高估值，强趋势持"
},
"price": 96.35,
"change_pct": 10.43
"price": 95.9,
"change_pct": 10.03
},
{
"code": "02202",
@@ -258,8 +258,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 98.2,
"change_pct": -0.76
"price": 98.25,
"change_pct": -0.71
},
{
"code": "300035",
@@ -287,8 +287,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 16.03,
"change_pct": -2.02
"price": 16.05,
"change_pct": -1.83
},
{
"code": "300548",
@@ -316,8 +316,8 @@
"action_note": "短炒强趋势持",
"timing_signal": "大盘中性，行业中性，高估值，强趋势持"
},
"price": 278.6,
"change_pct": -2.59
"price": 279.51,
"change_pct": -2.2
},
{
"code": "300690",
@@ -345,8 +345,8 @@
"action_note": "⚠️盈亏比偏低(1:1.5)，不建议加仓",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 22.73,
"change_pct": -3.81
"price": 22.75,
"change_pct": -3.72
},
{
"code": "300750",
@@ -374,8 +374,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏弱，蓝筹，持有"
},
"price": 390.09,
"change_pct": -0.62
"price": 390.13,
"change_pct": -0.6
},
{
"code": "518880",
@@ -403,8 +403,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 8.44,
"change_pct": -1.15
"price": 8.45,
"change_pct": -1.0
},
{
"code": "600036",
@@ -432,8 +432,8 @@
"action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
"timing_signal": "大盘中性，行业偏强，低估值，蓝筹，弱势持有"
},
"price": 37.13,
"change_pct": -0.72
"price": 37.05,
"change_pct": -0.96
},
{
"code": "600563",
@@ -461,8 +461,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏弱，持有"
},
"price": 175.58,
"change_pct": 8.02
"price": 177.0,
"change_pct": 8.91
},
{
"code": "600739",
@@ -519,8 +519,8 @@
"action_note": "深套持有",
"timing_signal": "大盘中性，行业偏弱，低估值，蓝筹，持有"
},
"price": 27.34,
"change_pct": -1.48
"price": 27.4,
"change_pct": -1.3
},
{
"code": "603259",
@@ -548,8 +548,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业偏强，低估值，持有"
},
"price": 116.18,
"change_pct": 9.28
"price": 116.22,
"change_pct": 9.12
},
{
"code": "688411",
@@ -577,8 +577,8 @@
"action_note": "",
"timing_signal": "持有"
},
"price": 264.25,
"change_pct": -2.93
"price": 264.53,
"change_pct": -2.83
},
{
"code": "688981",
@@ -606,8 +606,8 @@
"action_note": "",
"timing_signal": "大盘中性，行业中性，高估值，蓝筹，持有"
},
"price": 148.8,
"change_pct": 5.01
"price": 149.31,
"change_pct": 5.3
}
]
}