diff --git a/mofin_db.py b/mofin_db.py
index 156e8ce2..6bbb8ed2 100644
--- a/mofin_db.py
+++ b/mofin_db.py
@@ -1135,16 +1135,21 @@ def reconcile_signal_from_analysis(conn, code: str) -> str:
         if verdict:
             new_sig = verdict
             # ── 矛盾降级（2026-07-24 老爸：688660综合结论=买入但操作建议说"继续空仓观望暂不执行"）──
-            # 【综合结论】给方向，【操作建议】给执行。操作建议明确否定买入时，
-            # 以操作建议为准——信号降级为关注，tag/exec 一律不许升。
+            # 【综合结论】给方向，【操作建议】/【建议仓位】给执行。执行层明确否定买入时，
+            # 以执行为准——信号降级为关注，tag/exec 一律不许升。
             if new_sig in ("买入", "可买入", "可加仓"):
                 _NEG_ADVICE = ("继续空仓", "暂不执行", "不宜买入", "不买入", "不建仓", "不新建仓",
-                               "等待企稳", "暂缓买入", "保持空仓", "维持空仓", "不建议买入", "空仓观望")
+                               "等待企稳", "暂缓买入", "保持空仓", "维持空仓", "不建议买入", "空仓观望",
+                               "不建议操作", "等待价格回落", "等待回调", "高于买入区上沿")
                 for line in fa.split("\n"):
-                    if "【操作建议】" in line or line.strip().startswith("【操作建议】"):
-                        if any(k in line for k in _NEG_ADVICE):
-                            new_sig = "关注"
-                            print(f"  [RECONCILE] {code} 操作建议否定买入('{line.strip()[:40]}')，信号降级为关注", flush=True)
+                    if "【建议仓位】" in line and ("不新建仓" in line or "不建仓" in line):
+                        new_sig = "关注"
+                        print(f"  [RECONCILE] {code} 建议仓位=不建仓('{line.strip()[:40]}')，信号降级为关注", flush=True)
+                        break
+                    if ("【操作建议】" in line or line.strip().startswith("【操作建议】")) \
+                       and any(k in line for k in _NEG_ADVICE):
+                        new_sig = "关注"
+                        print(f"  [RECONCILE] {code} 操作建议否定买入('{line.strip()[:40]}')，信号降级为关注", flush=True)
                         break
         elif old_sig in ("买入", "可买入", "可加仓"):
             new_sig = ""  # 无裁决且陈旧动作信号 → 清除
diff --git a/server.py b/server.py
index 1b130852..73f49b0d 100644
--- a/server.py
+++ b/server.py
@@ -248,8 +248,12 @@ def get_watch():
         d['suggested_position_pct'] = pct
         rr = d.get('rr_ratio') or 0
         sig_now = d.get('timing_signal') or ''
+        # 仓位必须明确%（"减仓或观望/中等仓位"不算可执行的仓位——2026-07-24 老爸）
+        _has_pos = bool(_re.search(r'(\d+(?:\.\d+)?)\s*%', d.get('position_advice') or ''))
         if sig_now in _WEAK_SIGNALS:
             d['rec_exec'] = False  # 弱信号永远排队
+        elif not _has_pos:
+            d['rec_exec'] = False  # 无明确仓位，排队
         elif rr >= 2.0 and _cum + pct <= _budget_pct + 1e-9:
             d['rec_exec'] = True   # 可执行（2026-07-24 老爸：门槛1.5→2.0，边缘推荐不算优）
             _cum += pct