MoFin 初始提交

完整数据采集+分析管道：
- market_watch.py：90行业板块采集（同花顺/东方财富）
- 市场精选推荐 cron：全市场分析+候选池+星级推荐
- price_monitor.py：持仓/自选高频价格监控
- refresh_mtf_cache.py：多周期K线缓存
- 策略评估/知识萃取管道

文档：docs/ 含完整需求+架构设计
注意：尚未配置 git remote，笑笑接手后自行配置

data/xiaoguo_sentiment.json

@@ -0,0 +1,89 @@
+{
+  "updated_at": "2026-06-19T01:11:27.739451",
+  "stocks": {
+    "601088": {
+      "name": "中国神华",
+      "sentiment": "positive",
+      "confidence": 0.95,
+      "keywords": [
+        "煤炭销售",
+        "同比增长",
+        "产销向好"
+      ],
+      "summary": "中国神华2026年5月煤炭销量达5050万吨，同比增长11.7%；前五个月累计销量2.5亿吨，同比增长3.3%。销量增长主要受益于外购煤销售放量及上年同期基数较低，整体经营数据表现向好。",
+      "source": "xiaoguo"
+    },
+    "688478": {
+      "name": "晶升股份",
+      "sentiment": "positive",
+      "confidence": 0.98,
+      "keywords": [
+        "涨停",
+        "半导体设备",
+        "板块走强"
+      ],
+      "summary": "晶升股份6月18日涨停20%，半导体设备板块整体走强，市场情绪乐观。",
+      "source": "xiaoguo"
+    },
+    "920083": {
+      "name": "金戈新材",
+      "sentiment": "positive",
+      "confidence": 0.95,
+      "keywords": [
+        "龙虎榜",
+        "连续大涨",
+        "资金追捧"
+      ],
+      "summary": "金戈新材登龙虎榜，股价连续三日大涨，单日涨幅超21%，成交额近8亿，近期持续受资金追捧。",
+      "source": "xiaoguo"
+    },
+    "600226": {
+      "name": "亨通股份",
+      "sentiment": "positive",
+      "confidence": 0.92,
+      "keywords": [
+        "涨停",
+        "沪股通净买入",
+        "铜箔增资"
+      ],
+      "summary": "亨通股份6月18日涨停，股价上涨10.03%，获沪股通净买入超6580万元，且旗下铜箔科技公司增资至9亿元。",
+      "source": "xiaoguo"
+    },
+    "601319": {
+      "name": "中国人保",
+      "sentiment": "negative",
+      "confidence": 0.95,
+      "keywords": [
+        "非银金融领跌",
+        "保险板块承压",
+        "跌超4%"
+      ],
+      "summary": "沪指小幅下跌，非银金融板块领跌，中国人保及多家保险公司股价跌幅显著，整体市场承压。",
+      "source": "xiaoguo"
+    },
+    "600971": {
+      "name": "恒源煤电",
+      "sentiment": "negative",
+      "confidence": 0.95,
+      "keywords": [
+        "煤炭板块走弱",
+        "主力资金流出",
+        "行业调整"
+      ],
+      "summary": "煤炭板块整体走弱，恒源煤电随板块下跌，主力资金出现大幅净流出。",
+      "source": "xiaoguo"
+    },
+    "603124": {
+      "name": "江南新材",
+      "sentiment": "positive",
+      "confidence": 0.95,
+      "keywords": [
+        "PET铜箔",
+        "概念上涨",
+        "资金关注"
+      ],
+      "summary": "PET铜箔概念板块大幅上涨4.83%，主力资金净流入，江南新材作为核心概念股获得资金关注。",
+      "source": "xiaoguo"
+    }
+  }
+}