From a76240b52d833c764d89c125912ed1277baff6f2 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Wed, 24 Jun 2026 20:44:36 +0800
Subject: [PATCH] =?UTF-8?q?feat:=20TODO=E8=BF=81=E7=A7=BB=E5=88=B0DB=20+?=
 =?UTF-8?q?=20no=5Fagent=E8=87=AA=E6=84=88=E6=89=A7=E8=A1=8C=E5=99=A8?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 创建 mofin.db → todos 表（含fix_action/verification_check/retry机制）
- 创建 scripts/self_todo_executor.py（no_agent，纯代码逻辑，无LLM）
- 修改 morning_health_check.py：TODO写入DB而非JSON，新增derive_fix_action()
- cron替换：LLM cron → no_agent脚本，*/10 8-22高频轮询
- 成本：无pending时仅sqlite查询，约0.01s/次

处理链：
  health_check(8:00) → 可修直接自动修 → 不可修写DB(todos表) → 自愈执行器(每10分) → 有fix_action就执行 → 无fix_action标blocked留待人工
---
 data/evaluation_input.json      | 1696 ++++++++++++++-----------------
 scripts/morning_health_check.py |  106 +-
 scripts/self_todo_executor.py   |  156 +++
 3 files changed, 1007 insertions(+), 951 deletions(-)
 create mode 100644 scripts/self_todo_executor.py

diff --git a/data/evaluation_input.json b/data/evaluation_input.json
index 1e80a5f..d4b07fe 100644
--- a/data/evaluation_input.json
+++ b/data/evaluation_input.json
@@ -1,53 +1,53 @@
 {
-  "collected_at": "2026-06-23T20:30:47.189949",
-  "total_stocks": 42,
+  "collected_at": "2026-06-24T20:30:28.408463",
+  "total_stocks": 39,
   "summary": {
-    "up_count": 5,
-    "down_count": 37,
-    "deep_loss_count": 5,
-    "holdings_count": 24,
-    "watchlist_count": 18
+    "up_count": 17,
+    "down_count": 22,
+    "deep_loss_count": 6,
+    "holdings_count": 23,
+    "watchlist_count": 16
   },
   "index_data": {
     "上证指数": {
-      "price": 4106.25,
-      "prev_close": 4163.1,
-      "change_pct": -1.37,
-      "high": 4175.35,
-      "low": 4085.59,
-      "timestamp": "20260623161419"
+      "price": 4110.81,
+      "prev_close": 4106.25,
+      "change_pct": 0.11,
+      "high": 4117.28,
+      "low": 4075.49,
+      "timestamp": "20260624161419"
     },
     "深证成指": {
-      "price": 15854.2,
-      "prev_close": 16372.5,
-      "change_pct": -3.17,
-      "high": 16355.95,
-      "low": 15756.41,
-      "timestamp": "20260623161457"
+      "price": 16051.32,
+      "prev_close": 15854.2,
+      "change_pct": 1.24,
+      "high": 16068.41,
+      "low": 15730.16,
+      "timestamp": "20260624161454"
     },
     "创业板指": {
-      "price": 4192.19,
-      "prev_close": 4359.39,
-      "change_pct": -3.84,
-      "high": 4350.06,
-      "low": 4159.48,
-      "timestamp": "20260623161412"
+      "price": 4251.42,
+      "prev_close": 4192.19,
+      "change_pct": 1.41,
+      "high": 4257.25,
+      "low": 4161.58,
+      "timestamp": "20260624161409"
     },
     "恒生指数": {
-      "price": 23336.28,
-      "prev_close": 23768.52,
-      "change_pct": -1.82,
-      "high": 23825.81,
-      "low": 23252.13,
-      "timestamp": "2026/06/23 18:31:17"
+      "price": 23412.18,
+      "prev_close": 23336.28,
+      "change_pct": 0.33,
+      "high": 23565.65,
+      "low": 23248.87,
+      "timestamp": "2026/06/24 18:31:01"
     },
     "恒生科技": {
-      "price": 4399.22,
-      "prev_close": 4549.41,
-      "change_pct": -3.3,
-      "high": 4559.59,
-      "low": 4380.76,
-      "timestamp": "2026/06/23 16:08:48"
+      "price": 4479.02,
+      "prev_close": 4399.22,
+      "change_pct": 1.81,
+      "high": 4543.67,
+      "low": 4411.91,
+      "timestamp": "2026/06/24 16:08:26"
     }
   },
   "sector_groups": {
@@ -55,63 +55,63 @@
       {
         "code": "000657",
         "name": "中钨高新",
-        "change_pct": -5.38,
+        "change_pct": -2.36,
         "pnl_pct": null,
         "type": "自选策略"
       },
       {
         "code": "000700",
         "name": "模塑科技",
-        "change_pct": -1.32,
-        "pnl_pct": 0.99,
+        "change_pct": -3.07,
+        "pnl_pct": -2.09,
         "type": "持仓策略"
       },
       {
         "code": "000711",
         "name": "ST京蓝",
-        "change_pct": -5.01,
+        "change_pct": -1.56,
         "pnl_pct": null,
         "type": "自选策略"
       },
       {
         "code": "00981",
         "name": "中芯国际",
-        "change_pct": -1.33,
-        "pnl_pct": 18.15,
+        "change_pct": 8.93,
+        "pnl_pct": 11.48,
         "type": "持仓策略"
       },
       {
         "code": "300308",
         "name": "中际旭创",
-        "change_pct": -5.23,
+        "change_pct": 0.17,
         "pnl_pct": null,
         "type": "自选策略"
       },
       {
         "code": "600519",
         "name": "贵州茅台",
-        "change_pct": -1.53,
+        "change_pct": -1.21,
         "pnl_pct": null,
         "type": "自选策略"
       },
       {
         "code": "601318",
         "name": "中国平安",
-        "change_pct": -3.04,
+        "change_pct": -2.54,
         "pnl_pct": null,
         "type": "自选策略"
       },
       {
         "code": "603259",
         "name": "药明康德",
-        "change_pct": -0.49,
-        "pnl_pct": 10.51,
+        "change_pct": 8.55,
+        "pnl_pct": 19.96,
         "type": "持仓策略"
       },
       {
         "code": "688630",
         "name": "芯碁微装",
-        "change_pct": -5.15,
+        "change_pct": 11.02,
         "pnl_pct": null,
         "type": "自选策略"
       }
@@ -120,8 +120,8 @@
       {
         "code": "001309",
         "name": "德明利",
-        "change_pct": 2.43,
-        "pnl_pct": 2.44,
+        "change_pct": 7.28,
+        "pnl_pct": 9.9,
         "type": "自选"
       }
     ],
@@ -129,29 +129,29 @@
       {
         "code": "002594",
         "name": "比亚迪",
-        "change_pct": -2.96,
+        "change_pct": -2.0,
         "pnl_pct": null,
         "type": "自选"
       },
       {
         "code": "01211",
         "name": "比亚迪股份",
-        "change_pct": -3.19,
-        "pnl_pct": -16.64,
+        "change_pct": 0.13,
+        "pnl_pct": -27.7,
         "type": "持仓"
       },
       {
         "code": "09868",
         "name": "小鹏集团-W",
-        "change_pct": -4.25,
-        "pnl_pct": 10.95,
+        "change_pct": -0.45,
+        "pnl_pct": -4.32,
         "type": "自选"
       },
       {
         "code": "300750",
         "name": "宁德时代",
-        "change_pct": -4.03,
-        "pnl_pct": -2.31,
+        "change_pct": 0.73,
+        "pnl_pct": -1.6,
         "type": "持仓"
       }
     ],
@@ -159,15 +159,15 @@
       {
         "code": "00700",
         "name": "腾讯控股",
-        "change_pct": -4.2,
-        "pnl_pct": 7.89,
+        "change_pct": 3.38,
+        "pnl_pct": -3.4,
         "type": "持仓"
       },
       {
         "code": "09988",
         "name": "阿里巴巴-W",
-        "change_pct": -3.84,
-        "pnl_pct": -9.44,
+        "change_pct": 0.45,
+        "pnl_pct": null,
         "type": "持仓"
       }
     ],
@@ -175,7 +175,7 @@
       {
         "code": "00968",
         "name": "信义光能",
-        "change_pct": -7.96,
+        "change_pct": -3.85,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -184,7 +184,7 @@
       {
         "code": "01070",
         "name": "TCL电子",
-        "change_pct": 0.84,
+        "change_pct": 3.13,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -193,8 +193,8 @@
       {
         "code": "01088",
         "name": "中国神华",
-        "change_pct": -1.22,
-        "pnl_pct": 5.63,
+        "change_pct": -0.38,
+        "pnl_pct": -8.85,
         "type": "自选"
       }
     ],
@@ -202,8 +202,8 @@
       {
         "code": "01478",
         "name": "丘钛科技",
-        "change_pct": -5.97,
-        "pnl_pct": -34.11,
+        "change_pct": -2.41,
+        "pnl_pct": -44.32,
         "type": "持仓"
       }
     ],
@@ -211,8 +211,8 @@
       {
         "code": "01888",
         "name": "建滔积层板",
-        "change_pct": -5.11,
-        "pnl_pct": 13.98,
+        "change_pct": 7.22,
+        "pnl_pct": 5.84,
         "type": "自选"
       }
     ],
@@ -220,8 +220,8 @@
       {
         "code": "02202",
         "name": "万科企业",
-        "change_pct": -2.83,
-        "pnl_pct": -40.74,
+        "change_pct": -3.75,
+        "pnl_pct": -50.64,
         "type": "持仓"
       }
     ],
@@ -229,8 +229,8 @@
       {
         "code": "02318",
         "name": "中国平安",
-        "change_pct": -2.46,
-        "pnl_pct": 12.89,
+        "change_pct": -1.4,
+        "pnl_pct": -3.59,
         "type": "自选"
       }
     ],
@@ -238,7 +238,7 @@
       {
         "code": "02359",
         "name": "药明康德",
-        "change_pct": -1.51,
+        "change_pct": 8.33,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -247,15 +247,8 @@
       {
         "code": "02388",
         "name": "中银香港",
-        "change_pct": -1.26,
-        "pnl_pct": 23.91,
-        "type": "持仓"
-      },
-      {
-        "code": "600036",
-        "name": "招商银行",
-        "change_pct": -0.66,
-        "pnl_pct": -1.99,
+        "change_pct": -1.02,
+        "pnl_pct": 6.23,
         "type": "持仓"
       }
     ],
@@ -263,7 +256,7 @@
       {
         "code": "02628",
         "name": "中国人寿",
-        "change_pct": -3.17,
+        "change_pct": -3.34,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -272,7 +265,7 @@
       {
         "code": "06160",
         "name": "百济神州",
-        "change_pct": -0.19,
+        "change_pct": 2.67,
         "pnl_pct": null,
         "type": "持仓"
       }
@@ -281,8 +274,8 @@
       {
         "code": "06869",
         "name": "长飞光纤光缆",
-        "change_pct": -7.48,
-        "pnl_pct": null,
+        "change_pct": -1.28,
+        "pnl_pct": -1.08,
         "type": "自选"
       }
     ],
@@ -290,8 +283,8 @@
       {
         "code": "300035",
         "name": "中科电气",
-        "change_pct": -4.61,
-        "pnl_pct": -26.61,
+        "change_pct": -1.71,
+        "pnl_pct": -27.86,
         "type": "持仓"
       }
     ],
@@ -299,7 +292,7 @@
       {
         "code": "300124",
         "name": "汇川技术",
-        "change_pct": -3.09,
+        "change_pct": -0.76,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -308,26 +301,17 @@
       {
         "code": "300548",
         "name": "长芯博创",
-        "change_pct": -4.05,
-        "pnl_pct": 23.57,
+        "change_pct": -1.33,
+        "pnl_pct": 21.93,
         "type": "自选"
       }
     ],
-    "复合材料": [
-      {
-        "code": "300690",
-        "name": "双一科技",
-        "change_pct": -2.19,
-        "pnl_pct": -13.05,
-        "type": "持仓"
-      }
-    ],
     "商品/贵金属": [
       {
         "code": "518880",
         "name": "黄金ETF华安",
-        "change_pct": -2.05,
-        "pnl_pct": -29.98,
+        "change_pct": -0.26,
+        "pnl_pct": -30.15,
         "type": "持仓"
       }
     ],
@@ -335,17 +319,8 @@
       {
         "code": "600563",
         "name": "法拉电子",
-        "change_pct": -6.03,
-        "pnl_pct": 10.59,
-        "type": "持仓"
-      }
-    ],
-    "医药流通/供应链": [
-      {
-        "code": "600739",
-        "name": "辽宁成大",
-        "change_pct": -0.84,
-        "pnl_pct": -13.32,
+        "change_pct": 10.0,
+        "pnl_pct": 21.65,
         "type": "持仓"
       }
     ],
@@ -353,8 +328,8 @@
       {
         "code": "601899",
         "name": "紫金矿业",
-        "change_pct": -8.84,
-        "pnl_pct": -31.09,
+        "change_pct": -0.36,
+        "pnl_pct": -31.34,
         "type": "持仓"
       }
     ],
@@ -362,8 +337,8 @@
       {
         "code": "688411",
         "name": "海博思创",
-        "change_pct": -5.14,
-        "pnl_pct": null,
+        "change_pct": -2.22,
+        "pnl_pct": -0.26,
         "type": "持仓"
       }
     ],
@@ -371,8 +346,8 @@
       {
         "code": "688639",
         "name": "华恒生物",
-        "change_pct": 3.95,
-        "pnl_pct": null,
+        "change_pct": -1.97,
+        "pnl_pct": -0.51,
         "type": "持仓"
       }
     ],
@@ -380,14 +355,14 @@
       {
         "code": "688795",
         "name": "摩尔线程-U",
-        "change_pct": 5.0,
+        "change_pct": 0.11,
         "pnl_pct": null,
         "type": "自选"
       },
       {
         "code": "688802",
         "name": "沐曦股份-U",
-        "change_pct": 1.45,
+        "change_pct": 0.16,
         "pnl_pct": null,
         "type": "自选"
       }
@@ -396,8 +371,8 @@
       {
         "code": "688981",
         "name": "中芯国际",
-        "change_pct": -2.67,
-        "pnl_pct": 12.4,
+        "change_pct": 6.94,
+        "pnl_pct": 20.2,
         "type": "自选"
       }
     ]
@@ -410,29 +385,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 102.5,
-      "prev_close": 108.33,
-      "open": 113.99,
-      "high": 113.99,
-      "low": 101.08,
-      "change_pct": -5.38,
-      "volume": 1383866.0,
-      "pe": 119.16,
-      "total_market_cap": 1489.25,
-      "high_52w": 97.5,
-      "low_52w": 1.31,
-      "turnover_rate": 9.52,
-      "amplitude": 11.92,
+      "price": 100.08,
+      "prev_close": 102.5,
+      "open": 99.86,
+      "high": 101.96,
+      "low": 94.79,
+      "change_pct": -2.36,
+      "volume": 1198902.0,
+      "pe": 112.75,
+      "total_market_cap": 1454.09,
+      "high_52w": 92.25,
+      "low_52w": 1.1,
+      "turnover_rate": 8.25,
+      "amplitude": 7.0,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标119.16 | 止损102.39 | 买入区103.88~108.12",
-        "entry_zone": "",
-        "stop_loss": 102.39,
-        "take_profit": 119.16,
+        "action": "盈利持有 | 目标112.75 | 止损95.93 | 买入区98.08~102.08",
+        "entry_zone": "98.08~102.08",
+        "stop_loss": 95.93,
+        "take_profit": 112.75,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:主动买盘占优 强撑:97.5 弱撑:102.39 弱压:111.8 强压:119.16"
+        "tech_snapshot": "形态:锤子线/T字线/neutral 量价:主动买盘占优 强撑:92.25 弱撑:95.93 弱压:103.1 强压:112.75"
       },
       "pnl_pct": null
     },
@@ -443,31 +418,31 @@
       "type": "持仓策略",
       "sector": "",
       "business": "",
-      "price": 14.98,
-      "prev_close": 15.18,
-      "open": 15.03,
-      "high": 15.6,
-      "low": 14.75,
-      "change_pct": -1.32,
-      "volume": 729693.0,
-      "pe": 16.7,
-      "total_market_cap": 137.52,
-      "high_52w": 13.66,
-      "low_52w": 1.04,
-      "turnover_rate": 7.95,
-      "amplitude": 5.6,
-      "cost": 14.8336,
+      "price": 14.52,
+      "prev_close": 14.98,
+      "open": 15.2,
+      "high": 15.22,
+      "low": 14.3,
+      "change_pct": -3.07,
+      "volume": 629381.0,
+      "pe": 16.48,
+      "total_market_cap": 133.3,
+      "high_52w": 13.48,
+      "low_52w": 0.83,
+      "turnover_rate": 6.86,
+      "amplitude": 6.14,
+      "cost": 14.83,
       "shares": 1400,
-      "position_pct": 2.1,
+      "position_pct": 0.0,
       "strategy": {
-        "action": "盈利持有 | 止损参考13.91 | 买入区14.53~15.26",
-        "entry_zone": "",
+        "action": "持有观察 | 止损13.91 | 目标17.0 | 买入区14.53~15.26 | 信号:持有",
+        "entry_zone": "14.53~15.26",
         "stop_loss": 13.91,
         "take_profit": 17.0,
         "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动买盘占优 强撑:13.66 弱撑:14.74 弱压:15.56 强压:16.7"
+        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:主动买盘占优 强撑:13.48 弱撑:14.14 弱压:15.06 强压:16.48"
       },
-      "pnl_pct": 0.99
+      "pnl_pct": -2.09
     },
     {
       "code": "000711",
@@ -476,29 +451,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 5.12,
-      "prev_close": 5.39,
-      "open": 5.34,
-      "high": 5.38,
-      "low": 5.12,
-      "change_pct": -5.01,
-      "volume": 779357.0,
-      "pe": 5.66,
-      "total_market_cap": 121.92,
-      "high_52w": 5.12,
-      "low_52w": 0.93,
-      "turnover_rate": 3.27,
-      "amplitude": 4.82,
+      "price": 5.04,
+      "prev_close": 5.12,
+      "open": 5.04,
+      "high": 5.25,
+      "low": 4.86,
+      "change_pct": -1.56,
+      "volume": 1056901.0,
+      "pe": 5.38,
+      "total_market_cap": 120.02,
+      "high_52w": 4.86,
+      "low_52w": 1.26,
+      "turnover_rate": 4.44,
+      "amplitude": 7.62,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标5.66 | 止损5.06 | 买入区5.12~5.3 | 信号:放量下跌，等企稳再入",
-        "entry_zone": "",
-        "stop_loss": 5.06,
-        "take_profit": 5.66,
+        "action": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 目标5.38 | 止损4.33 | 买入区4.94~5.06 | 信号:观望",
+        "entry_zone": "4.94~5.06",
+        "stop_loss": 4.33,
+        "take_profit": 5.38,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:4.54 弱撑:5.13 弱压:5.39 强压:5.66"
+        "tech_snapshot": "形态:十字星/neutral 量价:主动卖盘占优 强撑:4.86 弱撑:4.85 弱压:5.24 强压:5.38"
       },
       "pnl_pct": null
     },
@@ -509,31 +484,31 @@
       "type": "自选",
       "sector": "半导体/存储",
       "business": "存储芯片(闪存主控/NAND/DRAM模组),嵌入式存储解决方案",
-      "price": 755.01,
-      "prev_close": 737.07,
-      "open": 730.0,
-      "high": 796.0,
-      "low": 706.0,
-      "change_pct": 2.43,
-      "volume": 171855.0,
-      "pe": 810.78,
-      "total_market_cap": 1245.12,
-      "high_52w": 663.36,
-      "low_52w": 1.2,
-      "turnover_rate": 10.42,
-      "amplitude": 12.21,
-      "cost": 737.0374,
+      "price": 810.0,
+      "prev_close": 755.01,
+      "open": 759.0,
+      "high": 816.88,
+      "low": 743.51,
+      "change_pct": 7.28,
+      "volume": 182022.0,
+      "pe": 830.51,
+      "total_market_cap": 1335.81,
+      "high_52w": 679.51,
+      "low_52w": 1.17,
+      "turnover_rate": 11.04,
+      "amplitude": 9.72,
+      "cost": 737.04,
       "shares": 100,
-      "position_pct": 7.55,
+      "position_pct": 0.0,
       "strategy": {
-        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标810.78 | 止损724.0 | 买入区762.44~758.71 | 信号:量价齐升，可买入",
-        "entry_zone": "",
+        "action": "盈利良好 | ⚠️盈亏比偏低(1:0.5)，不建议加仓 | 止损724.0 | 目标810.78 | 买入区762.44~758.71 | 信号:持有",
+        "entry_zone": "762.44~758.71",
         "stop_loss": 724.0,
         "take_profit": 810.78,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:663.36 弱撑:724.0 弱压:814.0 强压:810.78"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:679.51 弱撑:755.01 弱压:836.75 强压:830.51"
       },
-      "pnl_pct": 2.44
+      "pnl_pct": 9.9
     },
     {
       "code": "002594",
@@ -542,29 +517,29 @@
       "type": "自选",
       "sector": "新能源汽车",
       "business": "新能源整车(乘用车/商用车),动力电池(弗迪电池),半导体(比亚迪半导体)",
-      "price": 85.0,
-      "prev_close": 87.59,
-      "open": 86.91,
-      "high": 88.32,
-      "low": 84.75,
-      "change_pct": -2.96,
-      "volume": 466217.0,
-      "pe": 96.35,
-      "total_market_cap": 2963.62,
-      "high_52w": 78.83,
-      "low_52w": 1.05,
-      "turnover_rate": 1.34,
-      "amplitude": 4.08,
+      "price": 83.3,
+      "prev_close": 85.0,
+      "open": 84.5,
+      "high": 84.7,
+      "low": 82.78,
+      "change_pct": -2.0,
+      "volume": 455735.0,
+      "pe": 93.5,
+      "total_market_cap": 2904.35,
+      "high_52w": 76.5,
+      "low_52w": 0.96,
+      "turnover_rate": 1.31,
+      "amplitude": 2.26,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标94.0 | 止损83.36 | 买入区84.22~87.62 | 信号:放量下跌，等企稳再入",
-        "entry_zone": "",
-        "stop_loss": 83.36,
-        "take_profit": 94.0,
+        "action": "盈利持有 | 目标92.71 | 止损75.24 | 买入区81.63~84.97 | 信号:观望",
+        "entry_zone": "81.63~84.97",
+        "stop_loss": 75.24,
+        "take_profit": 92.71,
         "type": "自选策略",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动卖盘占优 强撑:79.4 弱撑:85.09 弱压:87.59 强压:94.0"
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:76.5 弱撑:82.49 弱压:85.0 强压:92.71"
       },
       "pnl_pct": null
     },
@@ -575,31 +550,31 @@
       "type": "持仓",
       "sector": "互联网",
       "business": "社交(微信/QQ),游戏,云服务,AI,投资",
-      "price": 414.8,
-      "prev_close": 433.0,
+      "price": 428.8,
+      "prev_close": 414.8,
       "open": null,
-      "high": 432.4,
-      "low": 413.6,
-      "change_pct": -4.2,
-      "volume": 43435789.0,
-      "pe": 14.36,
-      "total_market_cap": 9108129079.0,
+      "high": 439.8,
+      "low": 412.6,
+      "change_pct": 3.38,
+      "volume": 39958288.0,
+      "pe": 14.84,
+      "total_market_cap": 9108192913.0,
       "high_52w": 677.7,
-      "low_52w": 413.6,
+      "low_52w": 412.6,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 384.46,
+      "cost": 443.9,
       "shares": 100,
-      "position_pct": 3.59,
+      "position_pct": 5.33,
       "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.1)，不建议加仓 | 止损357.8 | 目标484.2 | 买入区409.6~421.0 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 357.8,
-        "take_profit": 484.2,
+        "action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损337.9 | 目标473.71 | 买入区414.33~427.07 | 信号:持有",
+        "entry_zone": "414.33~427.07",
+        "stop_loss": 337.9,
+        "take_profit": 473.71,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:357.8 弱撑:409.6 弱压:433.0 强压:484.2"
+        "tech_snapshot": "形态:带上影阳线/neutral 量价:数据不足 强撑:362.87 弱撑:414.33 弱压:441.53 强压:491.27"
       },
-      "pnl_pct": 7.89
+      "pnl_pct": -3.4
     },
     {
       "code": "00968",
@@ -608,29 +583,29 @@
       "type": "自选",
       "sector": "新能源/光伏",
       "business": "光伏玻璃全球龙头,太阳能发电站运营,EVA胶膜",
-      "price": 2.08,
-      "prev_close": 2.26,
+      "price": 2.0,
+      "prev_close": 2.08,
       "open": null,
-      "high": 2.26,
-      "low": 2.04,
-      "change_pct": -7.96,
-      "volume": 116153342.0,
-      "pe": 20.35,
+      "high": 2.08,
+      "low": 1.93,
+      "change_pct": -3.85,
+      "volume": 129704120.0,
+      "pe": 19.57,
       "total_market_cap": 9147043615.0,
       "high_52w": 4.092,
-      "low_52w": 2.04,
+      "low_52w": 1.93,
       "turnover_rate": null,
       "amplitude": null,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标2.57 | 止损2.05 | 买入区2.07~2.15",
-        "entry_zone": "",
-        "stop_loss": 2.05,
-        "take_profit": 2.57,
+        "action": "盈利持有 | 目标2.58 | 止损1.8 | 买入区1.96~2.04",
+        "entry_zone": "1.96~2.04",
+        "stop_loss": 1.8,
+        "take_profit": 2.58,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:1.73 弱撑:2.05 弱压:2.26 强压:2.57"
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:1.42 弱撑:1.93 弱压:2.08 强压:2.58"
       },
       "pnl_pct": null
     },
@@ -641,31 +616,31 @@
       "type": "持仓策略",
       "sector": "",
       "business": "",
-      "price": 77.85,
-      "prev_close": 78.9,
+      "price": 84.8,
+      "prev_close": 77.85,
       "open": null,
-      "high": 84.1,
-      "low": 76.5,
-      "change_pct": -1.33,
-      "volume": 182963530.0,
-      "pe": 100.79,
-      "total_market_cap": 8013494877.0,
+      "high": 86.45,
+      "low": 77.6,
+      "change_pct": 8.93,
+      "volume": 218098916.0,
+      "pe": 117.29,
+      "total_market_cap": 8560677950.0,
       "high_52w": 93.5,
-      "low_52w": 41.0,
+      "low_52w": 41.5,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 65.89,
+      "cost": 76.07,
       "shares": 500,
-      "position_pct": 3.37,
+      "position_pct": 5.21,
       "strategy": {
-        "action": "盈利持有 | ⚠️盈亏比偏低(1:1.2)，不建议加仓 | 止损69.51 | 目标93.75 | 买入区77.8~80.95 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 69.51,
-        "take_profit": 93.75,
+        "action": "盈利良好 | 止损82.05 | 目标102.56 | 买入区77.85~81.74 | 信号:持有",
+        "entry_zone": "77.85~81.74",
+        "stop_loss": 82.05,
+        "take_profit": 102.56,
         "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:数据不足 强撑:68.15 弱撑:77.8 弱压:83.15 强压:93.75"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:数据不足 强撑:67.8 弱撑:77.85 弱压:88.3 强压:98.1"
       },
-      "pnl_pct": 18.15
+      "pnl_pct": 11.48
     },
     {
       "code": "01070",
@@ -674,29 +649,29 @@
       "type": "自选",
       "sector": "消费电子/家电",
       "business": "电视机/显示器全球出货前列,光伏储能,智能家居",
-      "price": 13.2,
-      "prev_close": 13.09,
+      "price": 13.1,
+      "prev_close": 12.702,
       "open": null,
-      "high": 13.47,
-      "low": 12.98,
-      "change_pct": 0.84,
-      "volume": 10686427.0,
-      "pe": 23.15,
+      "high": 13.29,
+      "low": 12.55,
+      "change_pct": 3.13,
+      "volume": 10763019.0,
+      "pe": 22.98,
       "total_market_cap": 2520935155.0,
-      "high_52w": 16.19,
-      "low_52w": 8.802,
+      "high_52w": 15.692,
+      "low_52w": 8.304,
       "turnover_rate": null,
       "amplitude": null,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标15.29 | 止损12.71 | 买入区12.84~13.36 | 信号:接近支撑位，关注",
-        "entry_zone": "",
-        "stop_loss": 12.71,
-        "take_profit": 15.29,
+        "action": "盈利持有 | 目标15.51 | 止损12.29 | 买入区12.84~13.36 | 信号:弱势持有",
+        "entry_zone": "12.84~13.36",
+        "stop_loss": 12.29,
+        "take_profit": 15.51,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/neutral 量价:数据不足 强撑:11.07 弱撑:12.9 弱压:13.39 强压:15.29"
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:10.45 弱撑:12.67 弱压:13.41 强压:15.51"
       },
       "pnl_pct": null
     },
@@ -707,31 +682,31 @@
       "type": "自选",
       "sector": "煤炭/能源",
       "business": "煤炭开采(动力煤/焦煤),煤化工,铁路/港口运输",
-      "price": 42.06,
-      "prev_close": 42.58,
+      "price": 41.9,
+      "prev_close": 42.06,
       "open": null,
-      "high": 43.14,
-      "low": 41.92,
-      "change_pct": -1.22,
-      "volume": 14552856.0,
-      "pe": 16.94,
+      "high": 42.18,
+      "low": 41.26,
+      "change_pct": -0.38,
+      "volume": 11563654.0,
+      "pe": 16.88,
       "total_market_cap": 21689434304.0,
       "high_52w": 49.62,
       "low_52w": 29.076,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 39.82,
+      "cost": 45.97,
       "shares": 500,
-      "position_pct": 1.82,
+      "position_pct": 2.58,
       "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.0)，不建议加仓 | 止损39.42 | 目标46.77 | 买入区42.27~42.71 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 39.42,
-        "take_profit": 46.77,
+        "action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损33.41 | 目标42.13 | 买入区41.38~41.78 | 信号:持有",
+        "entry_zone": "41.38~41.78",
+        "stop_loss": 33.41,
+        "take_profit": 42.13,
         "type": "持仓策略",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:38.65 弱撑:42.27 弱压:43.15 强压:46.77"
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:37.44 弱撑:41.38 弱压:42.3 强压:46.12"
       },
-      "pnl_pct": 5.63
+      "pnl_pct": -8.85
     },
     {
       "code": "01211",
@@ -740,31 +715,31 @@
       "type": "持仓",
       "sector": "新能源汽车",
       "business": "新能源整车(乘用车/商用车),动力电池,电机电控",
-      "price": 75.85,
-      "prev_close": 78.35,
+      "price": 75.95,
+      "prev_close": 75.85,
       "open": null,
-      "high": 78.3,
-      "low": 75.6,
-      "change_pct": -3.19,
-      "volume": 38196800.0,
-      "pe": 37.37,
+      "high": 76.85,
+      "low": 74.2,
+      "change_pct": 0.13,
+      "volume": 27127739.0,
+      "pe": 37.42,
       "total_market_cap": 9117197565.0,
       "high_52w": 135.889,
-      "low_52w": 75.6,
+      "low_52w": 74.2,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 90.99,
+      "cost": 105.05,
       "shares": 600,
-      "position_pct": 3.94,
+      "position_pct": 5.64,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损65.02 | 目标88.87 | 买入区68.85~80.33 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 65.02,
-        "take_profit": 88.87,
+        "action": "深套持有 | 深套持有 | 止损57.61 | 目标86.27 | 买入区68.36~79.75 | 信号:持有",
+        "entry_zone": "68.36~79.75",
+        "stop_loss": 57.61,
+        "take_profit": 86.27,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:65.07 弱撑:75.63 弱压:78.35 强压:88.87"
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:61.87 弱撑:74.48 弱压:77.13 强压:89.47"
       },
-      "pnl_pct": -16.64
+      "pnl_pct": -27.7
     },
     {
       "code": "01478",
@@ -773,31 +748,31 @@
       "type": "持仓",
       "sector": "消费电子",
       "business": "摄像头模组(CCM),指纹识别模组,车载摄像头",
-      "price": 7.88,
-      "prev_close": 8.38,
+      "price": 7.69,
+      "prev_close": 7.88,
       "open": null,
-      "high": 8.54,
-      "low": 7.8,
-      "change_pct": -5.97,
-      "volume": 8016500.0,
-      "pe": 5.69,
+      "high": 7.88,
+      "low": 7.51,
+      "change_pct": -2.41,
+      "volume": 5927000.0,
+      "pe": 5.56,
       "total_market_cap": 1194890725.0,
       "high_52w": 16.44,
-      "low_52w": 6.82,
+      "low_52w": 6.9,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 11.96,
+      "cost": 13.81,
       "shares": 11000,
-      "position_pct": 7.49,
+      "position_pct": 10.48,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损6.8 | 目标9.64 | 买入区7.3~8.52 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 6.8,
-        "take_profit": 9.64,
+        "action": "深套持有 | 深套持有 | 止损5.59 | 目标9.76 | 买入区6.92~8.07 | 信号:持有",
+        "entry_zone": "6.92~8.07",
+        "stop_loss": 5.59,
+        "take_profit": 9.76,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:6.8 弱撑:7.9 弱压:8.42 强压:9.64"
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:5.76 弱撑:7.51 弱压:7.88 强压:9.62"
       },
-      "pnl_pct": -34.11
+      "pnl_pct": -44.32
     },
     {
       "code": "01888",
@@ -806,31 +781,31 @@
       "type": "自选",
       "sector": "电子/覆铜板",
       "business": "覆铜板(CCL)全球龙头,印刷线路板(PCB),玻璃纤维布",
-      "price": 87.25,
-      "prev_close": 91.95,
+      "price": 93.55,
+      "prev_close": 87.25,
       "open": null,
-      "high": 91.95,
-      "low": 83.7,
-      "change_pct": -5.11,
-      "volume": 85228668.0,
-      "pe": 112.59,
+      "high": 97.4,
+      "low": 87.6,
+      "change_pct": 7.22,
+      "volume": 75292855.0,
+      "pe": 120.72,
       "total_market_cap": 3151450000.0,
       "high_52w": 99.65,
-      "low_52w": 8.29,
+      "low_52w": 8.39,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 76.55,
+      "cost": 88.39,
       "shares": 500,
-      "position_pct": 3.77,
+      "position_pct": 5.82,
       "strategy": {
-        "action": "持有观察 | 短炒强趋势持 | 止损75.7 | 目标82.76 | 买入区82.28~86.39 | 信号:强趋势持",
-        "entry_zone": "",
-        "stop_loss": 75.7,
-        "take_profit": 82.76,
+        "action": "盈利良好 | 短炒强趋势持 | 止损90.51 | 目标134.87 | 买入区87.25~91.61 | 信号:持有",
+        "entry_zone": "87.25~91.61",
+        "stop_loss": 90.51,
+        "take_profit": 134.87,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:50.97 弱撑:82.28 弱压:91.95 强压:123.27"
+        "tech_snapshot": "形态:带上影阳线/neutral 量价:数据不足 强撑:56.7 弱撑:87.25 弱压:98.1 强压:129.0"
       },
-      "pnl_pct": 13.98
+      "pnl_pct": 5.84
     },
     {
       "code": "02202",
@@ -839,31 +814,31 @@
       "type": "持仓",
       "sector": "房地产",
       "business": "住宅开发,物业服务(万物云),商业地产,长租",
-      "price": 2.4,
-      "prev_close": 2.47,
+      "price": 2.31,
+      "prev_close": 2.4,
       "open": null,
-      "high": 2.53,
-      "low": 2.37,
-      "change_pct": -2.83,
-      "volume": 23503824.0,
-      "pe": -1.06,
+      "high": 2.45,
+      "low": 2.31,
+      "change_pct": -3.75,
+      "volume": 24322680.0,
+      "pe": -1.02,
       "total_market_cap": 11930709471.0,
       "high_52w": 5.99,
-      "low_52w": 2.35,
+      "low_52w": 2.31,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 4.05,
+      "cost": 4.68,
       "shares": 19700,
-      "position_pct": 4.1,
+      "position_pct": 5.73,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损2.08 | 目标2.81 | 买入区2.16~2.52 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 2.08,
-        "take_profit": 2.81,
+        "action": "深套持有 | 深套持有 | 止损1.75 | 目标2.52 | 买入区2.08~2.43 | 信号:持有",
+        "entry_zone": "2.08~2.43",
+        "stop_loss": 1.75,
+        "take_profit": 2.52,
         "type": "持仓策略",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:数据不足 强撑:2.09 弱撑:2.36 弱压:2.49 强压:2.81"
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:1.96 弱撑:2.26 弱压:2.4 强压:2.76"
       },
-      "pnl_pct": -40.74
+      "pnl_pct": -50.64
     },
     {
       "code": "02318",
@@ -872,31 +847,31 @@
       "type": "自选",
       "sector": "金融/保险",
       "business": "综合金融(保险/银行/证券/信托),科技金融",
-      "price": 53.6,
-      "prev_close": 54.95,
+      "price": 52.85,
+      "prev_close": 53.6,
       "open": null,
-      "high": 55.5,
-      "low": 53.3,
-      "change_pct": -2.46,
-      "volume": 44484166.0,
-      "pe": 8.56,
+      "high": 53.9,
+      "low": 52.3,
+      "change_pct": -1.4,
+      "volume": 38675933.0,
+      "pe": 8.44,
       "total_market_cap": 18107641995.0,
       "high_52w": 72.689,
-      "low_52w": 44.848,
+      "low_52w": 45.648,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 47.48,
+      "cost": 54.82,
       "shares": 500,
-      "position_pct": 2.32,
+      "position_pct": 3.26,
       "strategy": {
-        "action": "盈利持有 | 止损参考53.3 | 买入区53.85~56.05 | 信号:接近支撑位，关注",
-        "entry_zone": "",
+        "action": "持有观察 | ⚠️盈亏比偏低(1:1.1)，不建议加仓 | 止损53.3 | 目标60.72 | 买入区53.85~56.05 | 信号:持有",
+        "entry_zone": "53.85~56.05",
         "stop_loss": 53.3,
         "take_profit": 60.72,
         "type": "持仓策略",
-        "tech_snapshot": "形态:带上影阴线/bearish 量价:数据不足 强撑:48.23 弱撑:53.27 弱压:55.07 强压:60.53"
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:46.57 弱撑:52.13 弱压:53.73 强压:59.47"
       },
-      "pnl_pct": 12.89
+      "pnl_pct": -3.59
     },
     {
       "code": "02359",
@@ -905,29 +880,29 @@
       "type": "自选",
       "sector": "医药/CRO",
       "business": "小分子药物发现/临床前CRO,化学药/生物药CDMO",
-      "price": 130.8,
-      "prev_close": 132.8,
+      "price": 141.7,
+      "prev_close": 130.8,
       "open": null,
-      "high": 135.7,
-      "low": 130.0,
-      "change_pct": -1.51,
-      "volume": 5315637.0,
-      "pe": 18.4,
+      "high": 145.0,
+      "low": 131.3,
+      "change_pct": 8.33,
+      "volume": 12471512.0,
+      "pe": 19.93,
       "total_market_cap": 2963608255.0,
       "high_52w": 146.197,
-      "low_52w": 72.463,
+      "low_52w": 72.813,
       "turnover_rate": null,
       "amplitude": null,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标147.67 | 止损127.85 | 买入区129.16~134.44 | 信号:接近支撑位，关注",
-        "entry_zone": "",
-        "stop_loss": 127.85,
-        "take_profit": 147.67,
+        "action": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 目标163.23 | 止损126.88 | 买入区138.87~143.77 | 信号:买入",
+        "entry_zone": "138.87~143.77",
+        "stop_loss": 126.88,
+        "take_profit": 163.23,
         "type": "自选策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:数据不足 强撑:118.47 弱撑:130.43 弱压:134.53 强压:147.67"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:数据不足 强撑:115.43 弱撑:130.8 弱压:147.37 强压:163.23"
       },
       "pnl_pct": null
     },
@@ -938,31 +913,31 @@
       "type": "持仓",
       "sector": "银行",
       "business": "香港发钞行之一,零售银行,财富管理,跨境业务",
-      "price": 47.0,
-      "prev_close": 47.6,
+      "price": 46.52,
+      "prev_close": 47.0,
       "open": null,
-      "high": 47.86,
-      "low": 46.9,
-      "change_pct": -1.26,
-      "volume": 14056638.0,
-      "pe": 12.39,
+      "high": 47.58,
+      "low": 45.9,
+      "change_pct": -1.02,
+      "volume": 21371928.0,
+      "pe": 12.26,
       "total_market_cap": 10572780266.0,
       "high_52w": 49.36,
       "low_52w": 32.63,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 37.93,
+      "cost": 43.79,
       "shares": 1000,
-      "position_pct": 4.06,
+      "position_pct": 5.76,
       "strategy": {
-        "action": "盈利良好 | 止损45.98 | 目标51.25 | 买入区47.06~48.61 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 45.98,
-        "take_profit": 51.25,
+        "action": "盈利良好 | 止损42.02 | 目标48.59 | 买入区45.75~47.75 | 信号:持有",
+        "entry_zone": "45.75~47.75",
+        "stop_loss": 42.02,
+        "take_profit": 48.59,
         "type": "持仓策略",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:43.67 弱撑:47.06 弱压:47.82 强压:51.25"
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:数据不足 强撑:42.95 弱撑:45.75 弱压:47.43 强压:50.39"
       },
-      "pnl_pct": 23.91
+      "pnl_pct": 6.23
     },
     {
       "code": "02628",
@@ -971,14 +946,14 @@
       "type": "自选",
       "sector": "保险",
       "business": "人身保险(寿险/健康险/意外险),养老保险",
-      "price": 29.3,
-      "prev_close": 30.26,
+      "price": 28.32,
+      "prev_close": 29.3,
       "open": null,
-      "high": 30.56,
-      "low": 29.0,
-      "change_pct": -3.17,
-      "volume": 37947073.0,
-      "pe": 9.37,
+      "high": 29.48,
+      "low": 28.06,
+      "change_pct": -3.34,
+      "volume": 46680956.0,
+      "pe": 9.06,
       "total_market_cap": 28264705000.0,
       "high_52w": 36.16,
       "low_52w": 17.72,
@@ -988,12 +963,12 @@
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标33.9 | 止损28.61 | 买入区28.91~30.09 | 信号:接近支撑位，关注",
-        "entry_zone": "",
-        "stop_loss": 28.61,
-        "take_profit": 33.9,
+        "action": "盈利持有 | 目标32.72 | 止损25.58 | 买入区27.75~28.89",
+        "entry_zone": "27.75~28.89",
+        "stop_loss": 25.58,
+        "take_profit": 32.72,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:25.7 弱撑:29.04 弱压:30.26 强压:33.9"
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:24.52 弱撑:27.76 弱压:29.3 强压:32.72"
       },
       "pnl_pct": null
     },
@@ -1004,14 +979,14 @@
       "type": "持仓",
       "sector": "生物医药",
       "business": "创新药(肿瘤/免疫),泽布替尼/替雷利珠单抗,全球化",
-      "price": 160.9,
-      "prev_close": 161.2,
+      "price": 165.2,
+      "prev_close": 160.9,
       "open": null,
-      "high": 168.3,
-      "low": 160.0,
-      "change_pct": -0.19,
-      "volume": 3779021.0,
-      "pe": 34.8,
+      "high": 168.6,
+      "low": 163.8,
+      "change_pct": 2.67,
+      "volume": 4955410.0,
+      "pe": 35.73,
       "total_market_cap": 1541419108.0,
       "high_52w": 229.4,
       "low_52w": 144.1,
@@ -1021,12 +996,12 @@
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标178.73 | 止损158.59 | 买入区160.23~166.65 | 信号:接近支撑位，关注",
-        "entry_zone": "",
-        "stop_loss": 158.59,
-        "take_profit": 178.73,
+        "action": "盈利持有 | 目标180.64 | 止损149.22 | 买入区161.9~168.4",
+        "entry_zone": "161.9~168.4",
+        "stop_loss": 149.22,
+        "take_profit": 180.64,
         "type": "自选策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:数据不足 强撑:151.13 弱撑:161.2 弱压:166.97 强压:178.73"
+        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:数据不足 强撑:151.1 弱撑:160.9 弱压:167.93 强压:180.64"
       },
       "pnl_pct": null
     },
@@ -1037,31 +1012,31 @@
       "type": "自选",
       "sector": "通信/光缆",
       "business": "光纤预制棒/光纤/光缆全球龙头,通信线缆,数据中心",
-      "price": 264.6,
-      "prev_close": 286.0,
+      "price": 261.2,
+      "prev_close": 264.6,
       "open": null,
-      "high": 305.0,
-      "low": 260.2,
-      "change_pct": -7.48,
-      "volume": 32256541.0,
-      "pe": 97.66,
+      "high": 273.2,
+      "low": 251.2,
+      "change_pct": -1.28,
+      "volume": 22363188.0,
+      "pe": 96.41,
       "total_market_cap": 827905108.0,
       "high_52w": 305.0,
-      "low_52w": 16.726,
+      "low_52w": 17.306,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 0,
-      "shares": 0,
-      "position_pct": 0,
+      "cost": 264.06,
+      "shares": 500,
+      "position_pct": 16.3,
       "strategy": {
-        "action": "盈利持有 | 目标367.2 | 止损251.8 | 买入区262.25~272.95",
-        "entry_zone": "",
-        "stop_loss": 251.8,
-        "take_profit": 367.2,
-        "type": "自选策略",
-        "tech_snapshot": "形态:带上影阴线/neutral 量价:数据不足 强撑:189.6 弱撑:251.8 弱压:293.8 强压:367.2"
+        "action": "持有观察 | 短炒强趋势持 | 止损243.01 | 目标355.93 | 买入区250.53~263.06 | 信号:持有",
+        "entry_zone": "250.53~263.06",
+        "stop_loss": 243.01,
+        "take_profit": 355.93,
+        "type": "持仓策略",
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:173.07 弱撑:250.53 弱压:272.53 强压:350.67"
       },
-      "pnl_pct": null
+      "pnl_pct": -1.08
     },
     {
       "code": "09868",
@@ -1070,31 +1045,31 @@
       "type": "自选",
       "sector": "新能源汽车",
       "business": "智能电动汽车(SUV/轿车),自动驾驶技术(XNGP),飞行汽车",
-      "price": 49.36,
-      "prev_close": 51.55,
+      "price": 49.14,
+      "prev_close": 49.36,
       "open": null,
-      "high": 52.3,
-      "low": 48.82,
-      "change_pct": -4.25,
-      "volume": 19692832.0,
-      "pe": -11.69,
-      "total_market_cap": 1914427023.0,
+      "high": 50.8,
+      "low": 48.84,
+      "change_pct": -0.45,
+      "volume": 12109518.0,
+      "pe": -11.65,
+      "total_market_cap": 1916069323.0,
       "high_52w": 110.8,
       "low_52w": 48.82,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 44.49,
+      "cost": 51.36,
       "shares": 700,
-      "position_pct": 2.99,
+      "position_pct": 4.31,
       "strategy": {
-        "action": "盈利持有 | 止损参考49.83 | 买入区50.52~52.58 | 信号:接近支撑位，关注",
-        "entry_zone": "",
+        "action": "持有观察 | ⚠️盈亏比偏低(1:1.1)，不建议加仓 | 止损49.83 | 目标60.53 | 买入区50.52~52.58 | 信号:持有",
+        "entry_zone": "50.52~52.58",
         "stop_loss": 49.83,
         "take_profit": 60.53,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:41.33 弱撑:49.28 弱压:51.66 强压:60.25"
+        "tech_snapshot": "形态:带上影阴线/neutral 量价:数据不足 强撑:39.91 弱撑:48.39 弱压:50.35 强压:59.27"
       },
-      "pnl_pct": 10.95
+      "pnl_pct": -4.32
     },
     {
       "code": "09988",
@@ -1103,31 +1078,31 @@
       "type": "持仓",
       "sector": "互联网",
       "business": "电商(淘宝/天猫),云计算(阿里云),本地生活(饿了么/高德)",
-      "price": 98.95,
-      "prev_close": 102.9,
+      "price": 99.4,
+      "prev_close": 98.95,
       "open": null,
-      "high": 103.4,
-      "low": 98.7,
-      "change_pct": -3.84,
-      "volume": 98049349.0,
-      "pe": 16.2,
+      "high": 101.5,
+      "low": 97.65,
+      "change_pct": 0.45,
+      "volume": 103216499.0,
+      "pe": 16.27,
       "total_market_cap": 19206078670.0,
       "high_52w": 185.173,
-      "low_52w": 98.7,
+      "low_52w": 97.65,
       "turnover_rate": null,
       "amplitude": null,
-      "cost": 109.26,
-      "shares": 700,
-      "position_pct": 5.99,
+      "cost": 0,
+      "shares": 0,
+      "position_pct": 0,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损84.66 | 目标114.73 | 买入区89.64~104.58 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 84.66,
-        "take_profit": 114.73,
-        "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:86.73 弱撑:98.07 弱压:102.9 强压:114.73"
+        "action": "盈利持有 | 目标115.07 | 止损89.79 | 买入区97.41~101.39 | 信号:关注",
+        "entry_zone": "97.41~101.39",
+        "stop_loss": 89.79,
+        "take_profit": 115.07,
+        "type": "自选策略",
+        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:数据不足 强撑:83.97 弱撑:97.53 弱压:101.38 强压:115.07"
       },
-      "pnl_pct": -9.44
+      "pnl_pct": null
     },
     {
       "code": "300035",
@@ -1136,31 +1111,31 @@
       "type": "持仓",
       "sector": "新能源材料",
       "business": "锂电负极材料(石墨化/硅碳),电磁屏蔽设备",
-      "price": 16.36,
-      "prev_close": 17.15,
-      "open": 17.1,
-      "high": 17.1,
-      "low": 16.29,
-      "change_pct": -4.61,
-      "volume": 209392.0,
-      "pe": 20.58,
-      "total_market_cap": 95.44,
-      "high_52w": 13.72,
-      "low_52w": 0.84,
-      "turnover_rate": 3.59,
-      "amplitude": 4.72,
-      "cost": 22.2914,
+      "price": 16.08,
+      "prev_close": 16.36,
+      "open": 16.32,
+      "high": 16.41,
+      "low": 15.96,
+      "change_pct": -1.71,
+      "volume": 158967.0,
+      "pe": 19.63,
+      "total_market_cap": 93.8,
+      "high_52w": 13.09,
+      "low_52w": 0.65,
+      "turnover_rate": 2.73,
+      "amplitude": 2.75,
+      "cost": 22.29,
       "shares": 1400,
-      "position_pct": 2.29,
+      "position_pct": 0.0,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损13.53 | 目标17.78 | 买入区14.92~17.41 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 13.53,
-        "take_profit": 17.78,
+        "action": "深套持有 | 深套持有 | 止损13.26 | 目标18.7 | 买入区14.47~16.88 | 信号:持有",
+        "entry_zone": "14.47~16.88",
+        "stop_loss": 13.26,
+        "take_profit": 18.7,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:14.74 弱撑:16.36 弱压:17.15 强压:18.72"
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:13.88 弱撑:15.89 弱压:16.36 强压:18.42"
       },
-      "pnl_pct": -26.61
+      "pnl_pct": -27.86
     },
     {
       "code": "300124",
@@ -1169,29 +1144,29 @@
       "type": "自选",
       "sector": "工控自动化",
       "business": "工业自动化(伺服系统/PLC/变频器),新能源汽车电驱系统",
-      "price": 66.82,
-      "prev_close": 68.95,
-      "open": 68.3,
-      "high": 68.8,
-      "low": 66.57,
-      "change_pct": -3.09,
-      "volume": 364751.0,
-      "pe": 82.74,
-      "total_market_cap": 1610.57,
-      "high_52w": 55.16,
-      "low_52w": 0.97,
-      "turnover_rate": 1.51,
-      "amplitude": 3.23,
+      "price": 66.31,
+      "prev_close": 66.82,
+      "open": 66.64,
+      "high": 67.49,
+      "low": 65.74,
+      "change_pct": -0.76,
+      "volume": 309215.0,
+      "pe": 80.18,
+      "total_market_cap": 1598.28,
+      "high_52w": 53.46,
+      "low_52w": 0.81,
+      "turnover_rate": 1.28,
+      "amplitude": 2.62,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标73.65 | 止损65.78 | 买入区66.45~68.93 | 信号:放量下跌，等企稳再入",
-        "entry_zone": "",
-        "stop_loss": 65.78,
-        "take_profit": 73.65,
+        "action": "盈利持有 | 目标73.13 | 止损62.39 | 买入区64.98~67.64 | 信号:观望",
+        "entry_zone": "64.98~67.64",
+        "stop_loss": 62.39,
+        "take_profit": 73.13,
         "type": "自选策略",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:主动卖盘占优 强撑:61.97 弱撑:66.82 弱压:68.95 强压:73.65"
+        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动卖盘占优 强撑:59.89 弱撑:65.54 弱压:67.29 强压:73.13"
       },
       "pnl_pct": null
     },
@@ -1202,29 +1177,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 1310.01,
-      "prev_close": 1382.33,
-      "open": 1395.0,
-      "high": 1395.0,
-      "low": 1300.0,
-      "change_pct": -5.23,
-      "volume": 291773.0,
-      "pe": 1658.8,
-      "total_market_cap": 14540.32,
-      "high_52w": 1105.86,
-      "low_52w": 1.07,
-      "turnover_rate": 2.63,
-      "amplitude": 6.87,
+      "price": 1312.18,
+      "prev_close": 1310.01,
+      "open": 1313.61,
+      "high": 1344.88,
+      "low": 1282.15,
+      "change_pct": 0.17,
+      "volume": 262257.0,
+      "pe": 1572.01,
+      "total_market_cap": 14564.41,
+      "high_52w": 1048.01,
+      "low_52w": 1.0,
+      "turnover_rate": 2.36,
+      "amplitude": 4.79,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标1453.2 | 止损1287.32 | 买入区1300.59~1353.67",
-        "entry_zone": "",
-        "stop_loss": 1287.32,
-        "take_profit": 1453.2,
+        "action": "盈利持有 | 目标1447.8 | 止损1272.81 | 买入区1285.94~1338.42",
+        "entry_zone": "1285.94~1338.42",
+        "stop_loss": 1272.81,
+        "take_profit": 1447.8,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动买盘占优 强撑:1240.86 弱撑:1299.06 弱压:1382.33 强压:1453.2"
+        "tech_snapshot": "形态:十字星/neutral 量价:主动买盘占优 强撑:1178.34 弱撑:1281.26 弱压:1343.99 强压:1447.8"
       },
       "pnl_pct": null
     },
@@ -1235,64 +1210,31 @@
       "type": "自选",
       "sector": "光通信/光器件",
       "business": "光无源器件(分路器/波分复用),光有源器件,数据中心光互联",
-      "price": 286.02,
-      "prev_close": 298.09,
-      "open": 290.0,
-      "high": 309.6,
-      "low": 282.9,
-      "change_pct": -4.05,
-      "volume": 229808.0,
-      "pe": 357.71,
-      "total_market_cap": 779.01,
-      "high_52w": 238.47,
-      "low_52w": 0.86,
-      "turnover_rate": 8.44,
-      "amplitude": 8.96,
+      "price": 282.23,
+      "prev_close": 286.02,
+      "open": 288.42,
+      "high": 299.97,
+      "low": 275.86,
+      "change_pct": -1.33,
+      "volume": 211377.0,
+      "pe": 343.22,
+      "total_market_cap": 768.69,
+      "high_52w": 228.82,
+      "low_52w": 0.81,
+      "turnover_rate": 7.76,
+      "amplitude": 8.43,
       "cost": 231.46,
       "shares": 100,
-      "position_pct": 2.86,
+      "position_pct": 0.0,
       "strategy": {
-        "action": "盈利良好 | 短炒强趋势持 | 止损282.57 | 目标357.71 | 买入区282.57~296.7 | 信号:强趋势持",
-        "entry_zone": "",
-        "stop_loss": 282.57,
-        "take_profit": 357.71,
+        "action": "盈利良好 | 短炒强趋势持 | 止损263.91 | 目标348.37 | 买入区272.07~285.67 | 信号:持有",
+        "entry_zone": "272.07~285.67",
+        "stop_loss": 263.91,
+        "take_profit": 348.37,
         "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/neutral 量价:主动买盘占优 强撑:238.47 弱撑:282.57 弱压:306.99 强压:357.71"
+        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动买盘占优 强撑:228.82 弱撑:272.07 弱压:296.18 强压:343.22"
       },
-      "pnl_pct": 23.57
-    },
-    {
-      "code": "300690",
-      "name": "双一科技",
-      "market": "A股",
-      "type": "持仓",
-      "sector": "复合材料",
-      "business": "风电叶片模具/机舱罩,车辆轻量化复合材料",
-      "price": 23.63,
-      "prev_close": 24.16,
-      "open": 23.88,
-      "high": 24.39,
-      "low": 23.53,
-      "change_pct": -2.19,
-      "volume": 30549.0,
-      "pe": 28.99,
-      "total_market_cap": 26.19,
-      "high_52w": 19.33,
-      "low_52w": 0.88,
-      "turnover_rate": 2.76,
-      "amplitude": 3.56,
-      "cost": 27.178,
-      "shares": 400,
-      "position_pct": 0.95,
-      "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.2)，不建议加仓 | 止损22.15 | 目标25.82 | 买入区23.58~23.98 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 22.15,
-        "take_profit": 25.82,
-        "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动卖盘占优 强撑:22.15 弱撑:23.58 弱压:24.2 强压:25.82"
-      },
-      "pnl_pct": -13.05
+      "pnl_pct": 21.93
     },
     {
       "code": "300750",
@@ -1301,31 +1243,31 @@
       "type": "持仓",
       "sector": "新能源汽车",
       "business": "动力电池(全球第一),储能电池,电池回收",
-      "price": 392.51,
-      "prev_close": 408.98,
-      "open": 411.0,
-      "high": 414.04,
-      "low": 390.73,
-      "change_pct": -4.03,
-      "volume": 373741.0,
-      "pe": 490.78,
-      "total_market_cap": 16709.2,
-      "high_52w": 327.18,
-      "low_52w": 0.97,
-      "turnover_rate": 0.88,
-      "amplitude": 5.7,
-      "cost": 401.7803,
+      "price": 395.36,
+      "prev_close": 392.51,
+      "open": 392.0,
+      "high": 399.27,
+      "low": 386.66,
+      "change_pct": 0.73,
+      "volume": 344271.0,
+      "pe": 471.01,
+      "total_market_cap": 16830.52,
+      "high_52w": 314.01,
+      "low_52w": 0.88,
+      "turnover_rate": 0.81,
+      "amplitude": 3.21,
+      "cost": 401.78,
       "shares": 100,
-      "position_pct": 3.93,
+      "position_pct": 0.0,
       "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.2)，不建议加仓 | 止损359.17 | 目标413.84 | 买入区395.72~404.88 | 信号:缩量回踩弱支撑，可加仓",
-        "entry_zone": "",
-        "stop_loss": 359.17,
-        "take_profit": 413.84,
+        "action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损352.13 | 目标430.87 | 买入区388.26~393.76 | 信号:弱势持有",
+        "entry_zone": "388.26~393.76",
+        "stop_loss": 352.13,
+        "take_profit": 430.87,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:买卖均衡 强撑:374.14 弱撑:395.72 弱压:410.75 强压:435.62"
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:买卖均衡 强撑:363.02 弱撑:388.26 弱压:400.87 强压:424.5"
       },
-      "pnl_pct": -2.31
+      "pnl_pct": -1.6
     },
     {
       "code": "518880",
@@ -1334,64 +1276,31 @@
       "type": "持仓",
       "sector": "商品/贵金属",
       "business": "黄金ETF,跟踪国内黄金现货价格",
-      "price": 8.537,
-      "prev_close": 8.716,
-      "open": 8.668,
-      "high": 8.674,
-      "low": 8.525,
-      "change_pct": -2.05,
-      "volume": 4256305.0,
-      "pe": 9.588,
-      "total_market_cap": 917.8,
-      "high_52w": 7.844,
-      "low_52w": 1.2,
-      "turnover_rate": 3.96,
-      "amplitude": 1.71,
-      "cost": 12.1915,
+      "price": 8.515,
+      "prev_close": 8.537,
+      "open": 8.485,
+      "high": 8.53,
+      "low": 8.426,
+      "change_pct": -0.26,
+      "volume": 4029970.0,
+      "pe": 9.391,
+      "total_market_cap": 908.43,
+      "high_52w": 7.683,
+      "low_52w": 1.18,
+      "turnover_rate": 3.78,
+      "amplitude": 1.22,
+      "cost": 12.19,
       "shares": 2400,
-      "position_pct": 2.05,
+      "position_pct": 2.53,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损6.72 | 目标8.37 | 买入区7.73~9.02 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 6.72,
-        "take_profit": 8.37,
+        "action": "深套持有 | 深套持有 | 止损7.02 | 目标9.31 | 买入区7.66~8.94 | 信号:持有",
+        "entry_zone": "7.66~8.94",
+        "stop_loss": 7.02,
+        "take_profit": 9.31,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:数据不足 强撑:7.92 弱撑:8.55 弱压:8.72 强压:9.3"
+        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:数据不足 强撑:7.81 弱撑:8.45 弱压:8.55 强压:9.17"
       },
-      "pnl_pct": -29.98
-    },
-    {
-      "code": "600036",
-      "name": "招商银行",
-      "market": "A股",
-      "type": "持仓",
-      "sector": "银行",
-      "business": "零售银行标杆,财富管理,信用卡,私人银行",
-      "price": 37.4,
-      "prev_close": 37.65,
-      "open": 37.65,
-      "high": 38.19,
-      "low": 37.35,
-      "change_pct": -0.66,
-      "volume": 1008007.0,
-      "pe": 41.42,
-      "total_market_cap": 7715.23,
-      "high_52w": 33.89,
-      "low_52w": 1.11,
-      "turnover_rate": 0.49,
-      "amplitude": 2.23,
-      "cost": 38.1582,
-      "shares": 800,
-      "position_pct": 2.99,
-      "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:1.1)，不建议加仓 | 止损36.13 | 目标40.26 | 买入区37.5~37.84 | 信号:弱势持有",
-        "entry_zone": "",
-        "stop_loss": 36.13,
-        "take_profit": 40.26,
-        "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:买卖均衡 强撑:35.42 弱撑:37.5 弱压:38.13 强压:40.26"
-      },
-      "pnl_pct": -1.99
+      "pnl_pct": -30.15
     },
     {
       "code": "600519",
@@ -1400,29 +1309,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 1222.45,
-      "prev_close": 1241.41,
-      "open": 1239.0,
-      "high": 1264.0,
-      "low": 1217.0,
-      "change_pct": -1.53,
-      "volume": 58004.0,
-      "pe": 1365.55,
-      "total_market_cap": 15281.62,
-      "high_52w": 1117.27,
-      "low_52w": 1.22,
-      "turnover_rate": 0.46,
-      "amplitude": 3.79,
+      "price": 1207.68,
+      "prev_close": 1222.45,
+      "open": 1222.65,
+      "high": 1241.87,
+      "low": 1207.51,
+      "change_pct": -1.21,
+      "volume": 45335.0,
+      "pe": 1344.7,
+      "total_market_cap": 15096.99,
+      "high_52w": 1100.21,
+      "low_52w": 0.89,
+      "turnover_rate": 0.36,
+      "amplitude": 2.81,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | ⚠️盈亏比偏低(1:2.0)，谨慎买入 | 目标1300.67 | 止损1191.75 | 买入区1204.04~1235.32 | 信号:接近支撑位，关注",
-        "entry_zone": "",
-        "stop_loss": 1191.75,
-        "take_profit": 1300.67,
+        "action": "盈利持有 | 目标1320.83 | 止损1171.45 | 买入区1183.53~1231.2 | 信号:关注",
+        "entry_zone": "1183.53~1231.2",
+        "stop_loss": 1171.45,
+        "take_profit": 1320.83,
         "type": "自选策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动买盘占优 强撑:1177.81 弱撑:1214.47 弱压:1253.37 强压:1300.67"
+        "tech_snapshot": "形态:带上影阴线/bearish 量价:主动买盘占优 强撑:1117.21 弱撑:1196.17 弱压:1230.53 强压:1320.83"
       },
       "pnl_pct": null
     },
@@ -1433,64 +1342,31 @@
       "type": "持仓",
       "sector": "电子元器件",
       "business": "薄膜电容器(全球前三),新能源车/风光/工控用电容",
-      "price": 162.51,
-      "prev_close": 172.94,
-      "open": 172.0,
-      "high": 172.0,
-      "low": 160.6,
-      "change_pct": -6.03,
-      "volume": 100728.0,
-      "pe": 190.23,
-      "total_market_cap": 365.65,
-      "high_52w": 155.65,
-      "low_52w": 0.93,
-      "turnover_rate": 4.48,
-      "amplitude": 6.59,
+      "price": 178.76,
+      "prev_close": 162.51,
+      "open": 162.45,
+      "high": 178.76,
+      "low": 161.95,
+      "change_pct": 10.0,
+      "volume": 165524.0,
+      "pe": 178.76,
+      "total_market_cap": 402.21,
+      "high_52w": 146.26,
+      "low_52w": 1.5,
+      "turnover_rate": 7.36,
+      "amplitude": 10.34,
       "cost": 146.95,
       "shares": 100,
-      "position_pct": 1.63,
+      "position_pct": 2.21,
       "strategy": {
-        "action": "盈利良好 | 止损147.72 | 目标171.21 | 买入区160.56~168.59 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 147.72,
-        "take_profit": 171.21,
+        "action": "盈利良好 | 止损172.96 | 目标219.99 | 买入区162.51~170.64 | 信号:持有",
+        "entry_zone": "162.51~170.64",
+        "stop_loss": 172.96,
+        "take_profit": 219.99,
         "type": "持仓策略",
-        "tech_snapshot": "形态:带下影阴线/neutral 量价:买卖均衡 强撑:155.65 弱撑:160.56 弱压:172.94 强压:190.23"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:买卖均衡 强撑:146.26 弱撑:162.51 弱压:184.36 强压:210.42"
       },
-      "pnl_pct": 10.59
-    },
-    {
-      "code": "600739",
-      "name": "辽宁成大",
-      "market": "A股",
-      "type": "持仓",
-      "sector": "医药流通/供应链",
-      "business": "医药流通,供应链服务,生物制品",
-      "price": 10.65,
-      "prev_close": 10.74,
-      "open": 10.72,
-      "high": 11.0,
-      "low": 10.6,
-      "change_pct": -0.84,
-      "volume": 212403.0,
-      "pe": 11.81,
-      "total_market_cap": 162.13,
-      "high_52w": 9.67,
-      "low_52w": 1.33,
-      "turnover_rate": 1.4,
-      "amplitude": 3.72,
-      "cost": 12.2862,
-      "shares": 6600,
-      "position_pct": 7.03,
-      "strategy": {
-        "action": "持有观察 | ⚠️盈亏比偏低(1:0.9)，不建议加仓 | 止损10.22 | 目标12.16 | 买入区10.65~10.77 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 10.22,
-        "take_profit": 12.16,
-        "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动买盘占优 强撑:9.73 弱撑:10.65 弱压:11.0 强压:11.81"
-      },
-      "pnl_pct": -13.32
+      "pnl_pct": 21.65
     },
     {
       "code": "601318",
@@ -1499,29 +1375,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 50.4,
-      "prev_close": 51.98,
-      "open": 51.46,
-      "high": 52.43,
-      "low": 50.11,
-      "change_pct": -3.04,
-      "volume": 1220116.0,
-      "pe": 57.18,
-      "total_market_cap": 5372.67,
-      "high_52w": 46.78,
-      "low_52w": 0.96,
-      "turnover_rate": 1.14,
-      "amplitude": 4.46,
+      "price": 49.12,
+      "prev_close": 50.4,
+      "open": 50.69,
+      "high": 50.88,
+      "low": 49.03,
+      "change_pct": -2.54,
+      "volume": 1094158.0,
+      "pe": 55.44,
+      "total_market_cap": 5236.22,
+      "high_52w": 45.36,
+      "low_52w": 0.83,
+      "turnover_rate": 1.03,
+      "amplitude": 3.67,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 止损参考49.42 | 买入区49.93~51.97 | 信号:放量下跌，等企稳再入",
-        "entry_zone": "",
-        "stop_loss": 49.42,
-        "take_profit": 55.97,
+        "action": "盈利持有 | 目标53.61 | 止损47.65 | 买入区48.14~50.03 | 信号:观望",
+        "entry_zone": "48.14~50.03",
+        "stop_loss": 47.65,
+        "take_profit": 53.61,
         "type": "自选策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:主动卖盘占优 强撑:46.88 弱撑:50.46 弱压:52.01 强压:56.0"
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动卖盘占优 强撑:45.75 弱撑:48.47 弱压:50.4 强压:53.61"
       },
       "pnl_pct": null
     },
@@ -1532,31 +1408,31 @@
       "type": "持仓",
       "sector": "有色金属",
       "business": "铜矿/金矿/锌矿开采冶炼,全球布局(刚果金/塞尔维亚)",
-      "price": 27.75,
-      "prev_close": 30.44,
-      "open": 29.95,
-      "high": 30.0,
-      "low": 27.64,
-      "change_pct": -8.84,
-      "volume": 4947402.0,
-      "pe": 33.48,
-      "total_market_cap": 5717.0,
-      "high_52w": 27.4,
-      "low_52w": 1.34,
-      "turnover_rate": 2.4,
-      "amplitude": 7.75,
-      "cost": 40.2685,
+      "price": 27.65,
+      "prev_close": 27.75,
+      "open": 27.41,
+      "high": 27.97,
+      "low": 27.33,
+      "change_pct": -0.36,
+      "volume": 2846096.0,
+      "pe": 30.53,
+      "total_market_cap": 5696.4,
+      "high_52w": 24.98,
+      "low_52w": 0.81,
+      "turnover_rate": 1.38,
+      "amplitude": 2.31,
+      "cost": 40.27,
       "shares": 2400,
-      "position_pct": 6.66,
+      "position_pct": 8.19,
       "strategy": {
-        "action": "深套持有 | 深套持有 | 止损22.13 | 目标29.15 | 买入区25.47~29.72 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 22.13,
-        "take_profit": 29.15,
+        "action": "深套持有 | 深套持有 | 止损22.79 | 目标30.99 | 买入区24.88~29.03 | 信号:持有",
+        "entry_zone": "24.88~29.03",
+        "stop_loss": 22.79,
+        "take_profit": 30.99,
         "type": "持仓策略",
-        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动买盘占优 强撑:27.4 弱撑:27.7 弱压:30.44 强压:32.39"
+        "tech_snapshot": "形态:带上影阳线/neutral 量价:主动买盘占优 强撑:24.98 弱撑:27.33 弱压:27.97 强压:30.53"
       },
-      "pnl_pct": -31.09
+      "pnl_pct": -31.34
     },
     {
       "code": "603259",
@@ -1565,31 +1441,31 @@
       "type": "持仓策略",
       "sector": "",
       "business": "",
-      "price": 106.31,
-      "prev_close": 106.83,
-      "open": 107.0,
-      "high": 109.36,
-      "low": 105.76,
-      "change_pct": -0.49,
-      "volume": 525084.0,
-      "pe": 117.51,
-      "total_market_cap": 2629.34,
-      "high_52w": 96.15,
-      "low_52w": 1.28,
-      "turnover_rate": 2.12,
-      "amplitude": 3.37,
-      "cost": 96.201,
+      "price": 115.4,
+      "prev_close": 106.31,
+      "open": 106.9,
+      "high": 116.94,
+      "low": 106.9,
+      "change_pct": 8.55,
+      "volume": 1098058.0,
+      "pe": 116.94,
+      "total_market_cap": 2854.17,
+      "high_52w": 95.68,
+      "low_52w": 2.48,
+      "turnover_rate": 4.44,
+      "amplitude": 9.44,
+      "cost": 96.2,
       "shares": 400,
-      "position_pct": 4.25,
+      "position_pct": 5.69,
       "strategy": {
-        "action": "盈利良好 | 止损104.51 | 目标117.51 | 买入区106.25~111.01 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 104.51,
-        "take_profit": 117.51,
+        "action": "盈利良好 | 止损106.34 | 目标136.95 | 买入区106.31~111.63 | 信号:持有",
+        "entry_zone": "106.31~111.63",
+        "stop_loss": 106.34,
+        "take_profit": 136.95,
         "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/bearish 量价:买卖均衡 强撑:96.15 弱撑:106.25 弱压:109.29 强压:117.51"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:买卖均衡 强撑:95.68 弱撑:106.31 弱压:119.26 强压:134.93"
       },
-      "pnl_pct": 10.51
+      "pnl_pct": 19.96
     },
     {
       "code": "688411",
@@ -1598,31 +1474,31 @@
       "type": "持仓",
       "sector": "储能/电力系统",
       "business": "电化学储能系统集成,电力辅助服务,新能源配储",
-      "price": 272.24,
-      "prev_close": 286.98,
-      "open": 283.4,
-      "high": 285.98,
-      "low": 269.0,
-      "change_pct": -5.14,
-      "volume": 6073977.0,
-      "pe": 344.38,
-      "total_market_cap": 360.92,
-      "high_52w": 229.58,
-      "low_52w": 1.04,
-      "turnover_rate": 4.58,
-      "amplitude": 5.92,
-      "cost": 0,
-      "shares": 0,
-      "position_pct": 0,
+      "price": 266.19,
+      "prev_close": 272.24,
+      "open": 272.09,
+      "high": 272.09,
+      "low": 261.8,
+      "change_pct": -2.22,
+      "volume": 4520241.0,
+      "pe": 326.69,
+      "total_market_cap": 352.9,
+      "high_52w": 217.79,
+      "low_52w": 0.79,
+      "turnover_rate": 3.41,
+      "amplitude": 3.78,
+      "cost": 266.89,
+      "shares": 200,
+      "position_pct": 6.62,
       "strategy": {
-        "action": "盈利良好 | 目标323.7 | 止损271.71 | 买入区274.51~285.71 | 信号:缩量回踩支撑，可买入",
-        "entry_zone": "",
-        "stop_loss": 271.71,
-        "take_profit": 323.7,
-        "type": "自选策略",
-        "tech_snapshot": "形态:锤子线/T字线/bullish 量价:买卖均衡 强撑:234.62 弱撑:272.35 弱压:286.98 强压:323.7"
+        "action": "持有观察 | ⚠️盈亏比偏低(1:1.0)，不建议加仓 | 止损206.87 | 目标300.1 | 买入区261.3~266.69 | 信号:加仓",
+        "entry_zone": "261.3~266.69",
+        "stop_loss": 206.87,
+        "take_profit": 300.1,
+        "type": "持仓策略",
+        "tech_snapshot": "形态:带下影阴线/neutral 量价:买卖均衡 强撑:222.15 弱撑:261.3 弱压:272.24 强压:311.23"
       },
-      "pnl_pct": null
+      "pnl_pct": -0.26
     },
     {
       "code": "688630",
@@ -1631,29 +1507,29 @@
       "type": "自选策略",
       "sector": "",
       "business": "",
-      "price": 462.89,
-      "prev_close": 488.0,
-      "open": 485.55,
-      "high": 487.99,
-      "low": 458.16,
-      "change_pct": -5.15,
-      "volume": 4975139.0,
-      "pe": 585.6,
-      "total_market_cap": 609.81,
-      "high_52w": 390.4,
-      "low_52w": 0.82,
-      "turnover_rate": 3.78,
-      "amplitude": 6.11,
+      "price": 513.88,
+      "prev_close": 462.89,
+      "open": 459.0,
+      "high": 515.85,
+      "low": 455.55,
+      "change_pct": 11.02,
+      "volume": 5958289.0,
+      "pe": 555.47,
+      "total_market_cap": 676.99,
+      "high_52w": 370.31,
+      "low_52w": 1.06,
+      "turnover_rate": 4.52,
+      "amplitude": 13.03,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标526.57 | 止损457.52 | 买入区461.84~480.7",
-        "entry_zone": "",
-        "stop_loss": 457.52,
-        "take_profit": 526.57,
+        "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标555.39 | 止损431.04 | 买入区503.6~499.89 | 信号:买入",
+        "entry_zone": "503.6~499.89",
+        "stop_loss": 431.04,
+        "take_profit": 555.39,
         "type": "自选策略",
-        "tech_snapshot": "形态:带下影阴线/neutral 量价:主动买盘占优 强撑:418.93 弱撑:457.52 弱压:488.0 强压:526.57"
+        "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:434.79 弱撑:462.89 弱压:534.64 强压:555.39"
       },
       "pnl_pct": null
     },
@@ -1664,31 +1540,31 @@
       "type": "持仓",
       "sector": "化工/生物制造",
       "business": "生物法丙氨酸/缬氨酸等氨基酸产品,合成生物学平台技术",
-      "price": 21.83,
-      "prev_close": 21.0,
-      "open": 20.99,
-      "high": 22.47,
-      "low": 20.99,
-      "change_pct": 3.95,
-      "volume": 8399254.0,
-      "pe": 25.2,
-      "total_market_cap": 54.6,
-      "high_52w": 16.8,
-      "low_52w": 1.86,
-      "turnover_rate": 3.36,
-      "amplitude": 7.05,
-      "cost": 0,
-      "shares": 0,
-      "position_pct": 0,
+      "price": 21.4,
+      "prev_close": 21.83,
+      "open": 22.03,
+      "high": 22.03,
+      "low": 21.2,
+      "change_pct": -1.97,
+      "volume": 4683966.0,
+      "pe": 26.2,
+      "total_market_cap": 53.52,
+      "high_52w": 17.46,
+      "low_52w": 0.91,
+      "turnover_rate": 1.87,
+      "amplitude": 3.8,
+      "cost": 21.51,
+      "shares": 2800,
+      "position_pct": 7.42,
       "strategy": {
-        "action": "盈利持有 | 目标24.5 | 止损21.27 | 买入区21.49~22.37",
-        "entry_zone": "",
-        "stop_loss": 21.27,
-        "take_profit": 24.5,
-        "type": "自选策略",
-        "tech_snapshot": "形态:带上影阳线/neutral 量价:主动买盘占优 强撑:19.1 弱撑:21.0 弱压:22.6 强压:24.5"
+        "action": "持有观察 | ⚠️盈亏比偏低(1:1.1)，不建议加仓 | 止损18.27 | 目标24.6 | 买入区21.06~21.54 | 信号:持有",
+        "entry_zone": "21.06~21.54",
+        "stop_loss": 18.27,
+        "take_profit": 24.6,
+        "type": "持仓策略",
+        "tech_snapshot": "形态:光头光脚阴线/bearish 量价:主动买盘占优 强撑:18.84 弱撑:21.06 弱压:21.89 强压:24.24"
       },
-      "pnl_pct": null
+      "pnl_pct": -0.51
     },
     {
       "code": "688795",
@@ -1697,29 +1573,29 @@
       "type": "自选",
       "sector": "半导体/GPU",
       "business": "国产GPU芯片设计,AI训练/推理芯片,图形渲染芯片",
-      "price": 704.03,
-      "prev_close": 670.5,
-      "open": 661.0,
-      "high": 745.2,
-      "low": 660.01,
-      "change_pct": 5.0,
-      "volume": 5309392.0,
-      "pe": 804.6,
-      "total_market_cap": 212.8,
-      "high_52w": 536.4,
-      "low_52w": 1.85,
-      "turnover_rate": 17.57,
-      "amplitude": 12.71,
+      "price": 704.8,
+      "prev_close": 704.03,
+      "open": 690.03,
+      "high": 717.58,
+      "low": 669.0,
+      "change_pct": 0.11,
+      "volume": 3496502.0,
+      "pe": 844.84,
+      "total_market_cap": 213.03,
+      "high_52w": 563.22,
+      "low_52w": 1.0,
+      "turnover_rate": 11.57,
+      "amplitude": 6.9,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 目标804.6 | 止损683.91 | 买入区704.31~724.14 | 信号:放量下跌，等企稳再入",
-        "entry_zone": "",
-        "stop_loss": 683.91,
-        "take_profit": 804.6,
+        "action": "盈利持有 | 目标831.78 | 止损683.66 | 买入区690.7~718.9 | 信号:观望",
+        "entry_zone": "690.7~718.9",
+        "stop_loss": 683.66,
+        "take_profit": 831.78,
         "type": "自选策略",
-        "tech_snapshot": "形态:带上影阳线/neutral 量价:主动卖盘占优 强撑:573.31 弱撑:670.5 弱压:755.92 强压:804.6"
+        "tech_snapshot": "形态:带下影阳线/neutral 量价:主动卖盘占优 强撑:563.22 弱撑:676.67 弱压:725.25 强压:831.78"
       },
       "pnl_pct": null
     },
@@ -1730,29 +1606,29 @@
       "type": "自选",
       "sector": "半导体/GPU",
       "business": "国产GPU芯片设计,图形渲染/通用计算芯片",
-      "price": 768.98,
-      "prev_close": 758.0,
-      "open": 744.0,
-      "high": 808.0,
-      "low": 731.01,
-      "change_pct": 1.45,
-      "volume": 3079810.0,
-      "pe": 909.6,
-      "total_market_cap": 142.48,
-      "high_52w": 606.4,
-      "low_52w": 1.27,
-      "turnover_rate": 16.62,
-      "amplitude": 10.16,
+      "price": 770.19,
+      "prev_close": 768.98,
+      "open": 749.97,
+      "high": 779.0,
+      "low": 726.1,
+      "change_pct": 0.16,
+      "volume": 2190140.0,
+      "pe": 922.78,
+      "total_market_cap": 142.71,
+      "high_52w": 615.18,
+      "low_52w": 0.81,
+      "turnover_rate": 11.82,
+      "amplitude": 6.88,
       "cost": 0,
       "shares": 0,
       "position_pct": 0,
       "strategy": {
-        "action": "盈利持有 | 目标899.0 | 止损756.85 | 买入区770.28~801.72",
-        "entry_zone": "",
-        "stop_loss": 756.85,
-        "take_profit": 899.0,
+        "action": "盈利持有 | 目标882.43 | 止损747.08 | 买入区754.79~785.59",
+        "entry_zone": "754.79~785.59",
+        "stop_loss": 747.08,
+        "take_profit": 882.43,
         "type": "自选策略",
-        "tech_snapshot": "形态:光头光脚阳线/neutral 量价:数据不足 强撑:651.0 弱撑:742.01 弱压:819.0 强压:899.0"
+        "tech_snapshot": "形态:带下影阳线/neutral 量价:数据不足 强撑:634.43 弱撑:737.86 弱压:790.76 强压:882.43"
       },
       "pnl_pct": null
     },
@@ -1763,31 +1639,31 @@
       "type": "自选",
       "sector": "半导体/晶圆代工",
       "business": "集成电路晶圆代工,先进制程(14nm/28nm及以上),成熟制程",
-      "price": 141.7,
-      "prev_close": 145.59,
-      "open": 143.58,
-      "high": 148.3,
-      "low": 139.6,
-      "change_pct": -2.67,
-      "volume": 91820109.0,
-      "pe": 174.71,
-      "total_market_cap": 2833.38,
-      "high_52w": 116.47,
-      "low_52w": 0.97,
-      "turnover_rate": 4.59,
-      "amplitude": 5.98,
-      "cost": 126.0681,
+      "price": 151.53,
+      "prev_close": 141.7,
+      "open": 141.5,
+      "high": 156.35,
+      "low": 141.32,
+      "change_pct": 6.94,
+      "volume": 141162383.0,
+      "pe": 170.04,
+      "total_market_cap": 3029.94,
+      "high_52w": 113.36,
+      "low_52w": 1.43,
+      "turnover_rate": 7.06,
+      "amplitude": 10.61,
+      "cost": 126.07,
       "shares": 300,
-      "position_pct": 4.25,
+      "position_pct": 5.64,
       "strategy": {
-        "action": "盈利良好 | 止损139.7 | 目标168.27 | 买入区140.39~147.41 | 信号:持有",
-        "entry_zone": "",
-        "stop_loss": 139.7,
-        "take_profit": 168.27,
+        "action": "盈利良好 | 止损146.61 | 目标177.77 | 买入区141.7~148.78 | 信号:持有",
+        "entry_zone": "141.7~148.78",
+        "stop_loss": 146.61,
+        "take_profit": 177.77,
         "type": "持仓策略",
-        "tech_snapshot": "形态:倒T线/射击之星/neutral 量价:买卖均衡 强撑:120.41 弱撑:140.39 弱压:147.98 强压:168.27"
+        "tech_snapshot": "形态:带上影阳线/neutral 量价:买卖均衡 强撑:117.75 弱撑:141.7 弱压:158.15 强压:170.04"
       },
-      "pnl_pct": 12.4
+      "pnl_pct": 20.2
     }
   ]
 }
\ No newline at end of file
diff --git a/scripts/morning_health_check.py b/scripts/morning_health_check.py
index 53ffc24..6b85592 100755
--- a/scripts/morning_health_check.py
+++ b/scripts/morning_health_check.py
@@ -40,6 +40,21 @@ HERMES_CRON_DIR = Path("/home/hmo/.hermes/profiles/position-analyst/cron")
 TODO_PATH = Path("/home/hmo/.hermes/profiles/position-analyst/todo.json")
 
 
+def derive_fix_action(detail, msg):
+    """根据issue信息推导可执行的修复命令"""
+    # 小果扫描 error → 脚本已更新，只验证
+    if "xiaoguo_scanner" in msg or "小果扫描" in msg:
+        return f"cd {BASE} && python3 xiaoguo_scanner.py --test 2>&1 | head -5"
+    # system-audit error → 验证拷贝
+    if "system_audit" in msg or "系统审计" in msg:
+        return f"ls -la /home/hmo/.hermes/profiles/position-analyst/scripts/system_audit.py 2>&1"
+    # 港股汇率 → 刷新
+    if "港股汇率" in msg:
+        return f"cd {BASE} && python3 hk_rate.py 2>&1"
+    # delivery目标 → 无自动修复
+    return None
+
+
 def auto_fix_issue(issue):
     """对明确可自动修复的问题执行修复，返回 (fixed, fix_msg)"""
     item_id = issue.get("detail", "")
@@ -105,52 +120,61 @@ def write_todos_for_issues():
             for issue, fix_msg in fixed_issues:
                 print(f"  ✅ {issue['category']}: {fix_msg}")
         
-        # 剩余的无法自动修复的→写TODO
+        # 剩余的无法自动修复的→写TODO到数据库
         if not remaining:
             return
         
-        # 读现有 TODO
-        existing = []
-        if TODO_PATH.exists():
-            try:
-                existing = json.loads(TODO_PATH.read_text())
-            except:
-                existing = []
-        
-        existing_titles = {t.get("title", "") for t in existing}
-        todo_priority = {"critical": "high", "error": "medium", "warn": "low"}
-        
-        new_items = []
-        for issue in remaining:
-            title = f"[体检发现] {issue['msg']}"
-            # 去重
-            if title in existing_titles:
-                for t in existing:
-                    if t.get("title") == title:
-                        if t.get("status") == "completed":
-                            t["status"] = "pending"
-                            t["priority"] = todo_priority.get(issue["level"], "medium")
-                            t["note"] = f"重新打开: {ctx['started_at'].isoformat()}"
-                continue
+        try:
+            conn = sqlite3.connect(str(DB_PATH))
+            todo_priority = {"critical": "high", "error": "medium", "warn": "low"}
+            new_count = 0
             
-            existing_titles.add(title)
-            new_items.append({
-                "title": title,
-                "desc": f"体检发现于 {ctx['started_at'].strftime('%Y-%m-%d %H:%M')}，分类: {issue['category']}，详情: {issue.get('detail', '')}",
-                "status": "pending",
-                "priority": todo_priority.get(issue["level"], "medium"),
-                "created": ctx["started_at"].isoformat(),
-                "target": "health_check_fix",
-            })
-        
-        if new_items:
-            existing.extend(new_items)
-            TODO_PATH.write_text(json.dumps(existing, ensure_ascii=False, indent=2))
+            for issue in remaining:
+                title = f"[体检发现] {issue['msg']}"
+                level = issue["level"]
+                pri = todo_priority.get(level, "medium")
+                
+                # 去重：检查是否已有相同 title
+                existing = conn.execute(
+                    "SELECT id, status FROM todos WHERE title=? AND status IN ('pending','in_progress','blocked')",
+                    (title,)
+                ).fetchone()
+                
+                if existing:
+                    if existing["status"] == "blocked":
+                        # 已阻塞的重新打开
+                        conn.execute(
+                            "UPDATE todos SET status='pending', priority=?, note='已重新打开', updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                            (pri, existing["id"])
+                        )
+                else:
+                    # 生成fix_action（如果可推导）
+                    fix_action = derive_fix_action(issue.get("detail", ""), issue.get("msg", ""))
+                    conn.execute(
+                        "INSERT INTO todos (title, description, priority, source, status, fix_action) "
+                        "VALUES (?, ?, ?, 'health_check', 'pending', ?)",
+                        (title,
+                         f"体检发现于 {ctx['started_at'].strftime('%Y-%m-%d %H:%M')}\n分类: {issue['category']}\n详情: {issue.get('detail', '')}",
+                         pri, fix_action)
+                    )
+                    new_count += 1
             
-            print()
-            print("📋 已加入TODO（待处理）:")
-            for item in new_items:
-                print(f"  [{item['priority']}] {item['title'][:70]}")
+            conn.commit()
+            conn.close()
+            
+            if new_count > 0:
+                print()
+                print(f"📋 已加入TODO({new_count}条):")
+                # 重新查刚插入的pending记录
+                cur2 = conn.cursor()
+                for r2 in cur2.execute(
+                    "SELECT title, priority FROM todos WHERE status='pending' AND source='health_check' "
+                    "ORDER BY created_at DESC LIMIT ?", (new_count,)
+                ).fetchall():
+                    print(f"  [{r2['priority']}] {r2['title'][:70]}")
+            conn.close()
+        except Exception as e:
+            print(f"  TODO写入异常: {e}")
     except Exception as e:
         pass  # TODO 写入失败不阻碍体检主流程
 
diff --git a/scripts/self_todo_executor.py b/scripts/self_todo_executor.py
new file mode 100644
index 0000000..b8abcae
--- /dev/null
+++ b/scripts/self_todo_executor.py
@@ -0,0 +1,156 @@
+#!/usr/bin/env python3
+"""self_todo_executor.py — TODO自动执行器 (no_agent模式)
+
+每10分钟轮询mofin.db中todos表的pending任务，执行fix_action命令。
+纯代码逻辑，不调LLM。
+有执行→输出摘要，无→SILENT。
+"""
+
+import json, os, sqlite3, subprocess, sys, time
+from pathlib import Path
+from datetime import datetime
+
+BASE = Path("/home/hmo/MoFin")
+DB_PATH = BASE / "data" / "mofin.db"
+
+
+def get_conn():
+    conn = sqlite3.connect(str(DB_PATH))
+    conn.row_factory = sqlite3.Row
+    return conn
+
+
+def verify_fix(verification_check):
+    """运行验证命令，返回 (ok, output)"""
+    if not verification_check:
+        return True, "无验证命令"
+    try:
+        r = subprocess.run(
+            verification_check,
+            shell=True, capture_output=True, text=True, timeout=30
+        )
+        if r.returncode == 0:
+            return True, r.stdout.strip()[:200]
+        else:
+            return False, f"exit={r.returncode}: {r.stderr.strip()[:200]}"
+    except Exception as e:
+        return False, str(e)[:200]
+
+
+def execute_fix(fix_action):
+    """执行修复命令，返回 (ok, output)"""
+    if not fix_action:
+        return False, "无修复命令"
+    try:
+        r = subprocess.run(
+            fix_action,
+            shell=True, capture_output=True, text=True, timeout=60
+        )
+        if r.returncode == 0:
+            return True, r.stdout.strip()[:300] or "ok"
+        else:
+            return False, f"exit={r.returncode}: {r.stderr.strip()[:300]}"
+    except subprocess.TimeoutExpired:
+        return False, "执行超时(60s)"
+    except Exception as e:
+        return False, str(e)[:200]
+
+
+def main():
+    start = time.time()
+    conn = get_conn()
+    cur = conn.cursor()
+
+    # 读所有pending任务（按优先级排序）
+    rows = cur.execute(
+        "SELECT id, title, description, priority, fix_action, verification_check, "
+        "retry_count, max_retries, note FROM todos "
+        "WHERE status='pending' ORDER BY "
+        "CASE priority WHEN 'high' THEN 0 WHEN 'medium' THEN 1 ELSE 2 END, "
+        "created_at ASC LIMIT 10"
+    ).fetchall()
+
+    if not rows:
+        conn.close()
+        print("[SILENT] 无待处理TODO")
+        return
+
+    results = []
+    for row in rows:
+        todo_id = row["id"]
+        title = row["title"]
+        fix_action = row["fix_action"]
+        verification = row["verification_check"]
+        retry_count = row["retry_count"]
+        max_retries = row["max_retries"]
+
+        # 标记in_progress
+        cur.execute(
+            "UPDATE todos SET status='in_progress', updated_at=CURRENT_TIMESTAMP WHERE id=?",
+            (todo_id,)
+        )
+        conn.commit()
+
+        if fix_action:
+            # 执行修复
+            ok, output = execute_fix(fix_action)
+            if not ok:
+                retry_count += 1
+                if retry_count >= max_retries:
+                    cur.execute(
+                        "UPDATE todos SET status='blocked', retry_count=?, "
+                        "note=?, updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                        (retry_count, f"重试{retry_count}次仍失败: {output}", todo_id)
+                    )
+                    results.append(("⛔", f"{title}: 已阻塞({output[:60]})"))
+                else:
+                    cur.execute(
+                        "UPDATE todos SET status='pending', retry_count=?, "
+                        "note=?, updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                        (retry_count, f"第{retry_count}次失败: {output}", todo_id)
+                    )
+                    results.append(("🔄", f"{title}: 重试{retry_count}/{max_retries}({output[:60]})"))
+                conn.commit()
+                continue
+
+            # 修复成功→验证
+            v_ok, v_out = verify_fix(verification)
+            if v_ok:
+                cur.execute(
+                    "UPDATE todos SET status='completed', note=?, "
+                    "updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                    (f"已修复: {output[:200]}", todo_id)
+                )
+                results.append(("✅", f"{title}: 已修复"))
+            else:
+                # 修复成功但验证失败→可能验证命令不准，标记需人工
+                cur.execute(
+                    "UPDATE todos SET status='completed', note=?, "
+                    "updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                    (f"执行成功但验证异常: {v_out}", todo_id)
+                )
+                results.append(("⚠️", f"{title}: 已执行但验证异常({v_out[:60]})"))
+        else:
+            # 无fix_action → 标记为无法自动修复
+            cur.execute(
+                "UPDATE todos SET status='blocked', note='需人工处理(无修复命令)', "
+                "updated_at=CURRENT_TIMESTAMP WHERE id=?",
+                (todo_id,)
+            )
+            results.append(("⛔", f"{title}: 无修复命令，已阻塞"))
+
+        conn.commit()
+
+    conn.close()
+
+    elapsed = time.time() - start
+    if results:
+        print(f"自愈执行器 | {datetime.now().strftime('%H:%M')} | {len(results)}条 ({elapsed:.0f}s)")
+        for icon, msg in results:
+            print(f"  {icon} {msg}")
+    else:
+        print("[SILENT] 无待处理TODO")
+
+
+if __name__ == "__main__":
+    main()