refactor: 统一价格入口 mo_data.get_price() - 22个脚本移除自拉腾讯API
所有价格获取统一走 mo_data.get_price() / get_prices_batch():
- 优先读 live_prices(DB) → 无/过期才调 stock_quote(API) → 自动写回DB
- 22个脚本全部替换：branch_scanner chip_factors divergence_detector
market_screener mo_provider mofin_collect monitor_300308 300308_monitor
multi_timeframe refresh_macro_context stale_detector stale_push_wlin
stock_profile strategy_evaluator strategy_lifecycle strategy_review
strategy-staleness-check technical_analysis xiaoguo_signal_consumer
collect_evaluation_data
This commit is contained in:
知微
@@ -88,3 +88,17 @@
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**强制规则（以后所有推荐都走）：**
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三步流程：触发系统策略重评 → 检查交易约束 → 基于策略结果出推荐
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禁止凭行情直接下结论。
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## 2026-07-08 补建prepare_recommendation.py（实际文件缺失修复）
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**发现问题：** 午后监控(13:35)运行时发现prepare_recommendation.py实际不存在——2026-07-07知识日志记录已"新建"但system_inventory.json引用的文件路径缺失。根因: 2026-07-07 session中仅记录了计划/写入意图但文件未实际落盘。
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**修改内容：**
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1. 实际创建 `/home/hmo/.hermes/profiles/position-analyst/scripts/prepare_recommendation.py`
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- 调用per_stock_reassess.py获取策略信号(timing_signal/action_note/止损/止盈/RR)
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- 自动识别市场(A股/港股/科创板)及最小交易单位(100/200)
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- 对持仓股计算pnl(成本/盈亏金额/盈亏比例)
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- 输出标准化JSON(strategy + trade_constraints + pnl)
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- 已验证: 688981(科创板200股)→策略信号:买入但RR1.31<1.5降级+浮盈+22.57%
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- 已验证: 01478(港股100股)→策略信号:弱势持有+浮亏-48.85%
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2. 同时生成本日午后监控报告
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@@ -1,6 +1,6 @@
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{
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"last_updated": "2026-07-07 14:07",
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"total_candidates": 31,
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"last_updated": "2026-07-08 15:41",
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"total_candidates": 34,
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"sectors_analyzed_today": [
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"半导体",
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"金属新材料",
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@@ -1483,6 +1483,102 @@
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "000977",
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"name": "浪潮信息",
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"sector": "计算机设备",
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"xiaoguo_score": 7,
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"xiaoguo_reason": "AI服务器核心标的，订单与产能优势明显，但受供应链与毛利率压制；板块资金流出中仍显相对韧性，适合逢低布局算力基建主线。",
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"xiaoguo_strategy": {
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"entry_range": "38.5-40.2",
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"stop_loss": "36.8",
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"target": "45.0"
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},
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"verified_price": 78.17,
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"verified_change": 10.01,
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"added_at": "2026-07-08 15:09",
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"last_updated": "2026-07-08 15:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-07-08 15:09",
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"score": 7
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"promoted": false,
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"dropped": false,
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "603019",
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"name": "中科曙光",
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"sector": "计算机设备",
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"xiaoguo_score": 7.5,
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"xiaoguo_reason": "国产高性能计算与液冷技术龙头，政策与信创双重驱动，基本面稳健；波动率低于纯AI概念股，防御与进攻属性均衡。",
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"xiaoguo_strategy": {
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"entry_range": "42.0-43.5",
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"stop_loss": "39.5",
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"target": "48.0"
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},
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"verified_price": 98.15,
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"verified_change": 4.97,
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"added_at": "2026-07-08 15:09",
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"last_updated": "2026-07-08 15:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-07-08 15:09",
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"score": 7.5
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}
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],
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"zhiwei_star": null,
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"zhiwei_reviewed": false,
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"promoted_at": null,
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"dropped": false,
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"drop_reason": null,
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"trend_warning": false,
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"trend_note": ""
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},
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{
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"code": "000938",
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"name": "紫光股份",
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"sector": "计算机设备",
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"xiaoguo_score": 6.5,
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"xiaoguo_reason": "ICT基础设施全栈布局（服务器/交换机/存储），H3C整合推进中；估值处于历史中低位，但短期受板块情绪拖累，需等待资金回流确认。",
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"xiaoguo_strategy": {
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"entry_range": "28.0-29.5",
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"stop_loss": "26.2",
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"target": "33.0"
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||||
},
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"verified_price": 33.62,
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"verified_change": 6.8,
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"added_at": "2026-07-08 15:09",
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"last_updated": "2026-07-08 15:09",
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"num_observations": 1,
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"score_history": [
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{
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"date": "2026-07-08 15:09",
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"score": 6.5
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}
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],
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}
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]
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}
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@@ -1,823 +0,0 @@
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{
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"decisions": [
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{
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"stop_loss": 13.74,
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"take_profit": 18.6,
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"currency": "CNY",
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"strategy_type": "decision",
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"stop_loss": 390.83,
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"take_profit": 528.77,
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"currency": "CNY",
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"source": "migrate",
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"reason": "6/9知微收紧：宽度20%→10%",
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||||
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||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
+1054
-1108
File diff suppressed because it is too large
Load Diff
@@ -1 +0,0 @@
|
||||
{"__comment": "此文件已废弃，所有数据从 mofin.db holdings + portfolio_summary 表读取。保留空文件防止导入报错，后续可安全删除。", "holdings": [], "cash": 0, "total_assets": 0, "updated_at": ""}
|
||||
@@ -1,272 +0,0 @@
|
||||
{
|
||||
"holdings": [
|
||||
{
|
||||
"code": "01478",
|
||||
"name": "丘钛科技",
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
"code": "02388",
|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
"code": "01211",
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
"code": "01888",
|
||||
"name": "建滔积层板",
|
||||
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|
||||
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|
||||
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||||
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|
||||
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||||
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|
||||
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|
||||
},
|
||||
{
|
||||
"code": "00700",
|
||||
"name": "腾讯控股",
|
||||
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|
||||
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||||
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||||
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||||
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|
||||
},
|
||||
{
|
||||
"code": "00981",
|
||||
"name": "中芯国际",
|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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|
||||
},
|
||||
{
|
||||
"code": "09868",
|
||||
"name": "小鹏集团－Ｗ",
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
},
|
||||
{
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
},
|
||||
{
|
||||
"code": "02318",
|
||||
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|
||||
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|
||||
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|
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{
|
||||
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|
||||
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|
||||
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|
||||
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},
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{
|
||||
"code": "000700",
|
||||
"name": "模塑科技",
|
||||
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|
||||
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|
||||
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||||
{
|
||||
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||||
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|
||||
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|
||||
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|
||||
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{
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||||
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{
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||||
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|
||||
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||||
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||||
},
|
||||
{
|
||||
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|
||||
"name": "双一科技",
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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||||
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|
||||
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||||
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|
||||
}
|
||||
+19
-9239
File diff suppressed because it is too large
Load Diff
+249
-21
@@ -11,6 +11,14 @@
|
||||
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||||
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},
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{
|
||||
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||||
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"01478": [
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||||
@@ -19,6 +27,14 @@
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{
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"600519": [
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@@ -50,7 +66,9 @@
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"02202": [
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@@ -59,6 +77,14 @@
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"02318": [
|
||||
@@ -116,7 +142,9 @@
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||||
"date": "2026-07-08",
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@@ -226,7 +254,9 @@
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@@ -267,6 +297,14 @@
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@@ -298,7 +336,9 @@
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"09868": [
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@@ -382,7 +422,9 @@
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||||
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||||
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"300124": [
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@@ -413,8 +455,10 @@
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||||
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"000657": [
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||||
@@ -446,7 +490,9 @@
|
||||
"date": "2026-07-08",
|
||||
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"000711": [
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||||
@@ -476,9 +522,11 @@
|
||||
},
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||||
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|
||||
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||||
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||||
"001309": [
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||||
@@ -510,7 +558,9 @@
|
||||
"date": "2026-07-08",
|
||||
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||||
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|
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"002594": [
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@@ -542,7 +592,9 @@
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||||
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||||
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"00700": [
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@@ -551,6 +603,14 @@
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"00968": [
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@@ -585,6 +645,14 @@
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"close": 81.55
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|
||||
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||||
"01070": [
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Reference in New Issue
Block a user