feat: DSA full integration — mo_bridge v2 + strategy_lifecycle injection

mo_bridge.py (rewrite):
- get_stock_news(): DSA SearchService 7 engines → MoFin analysis context
- get_market_review(): DSA run_market_review() with 24h cache
- get_stock_analysis(): DSA AgentExecutor.run() with 15 strategies
- enrich_analysis_context(): one-call context injection

strategy_lifecycle.py:
- reassess_with_context() now injects DSA market + news context
- Auto-detects HK vs A-share region for market review
- Graceful fallback if DSA unavailable

mo_bridge.py

@@ -1,21 +1,21 @@
 #!/usr/bin/env python3
 """
-mo_bridge.py — MoFin ↔ DSA 集成桥接
+mo_bridge.py — MoFin ↔ DSA 全功能集成桥
 
-在 MoFin 的定时分析流程（cron_to_xmpp.py）中，
+真正调用 DSA 的三大功能：
-在 LLM 分析 prompt 之前注入 DSA 的宏观情报。
+1. 新闻搜索 — SearchService.search_comprehensive_intel()（7 个搜索引擎）
+2. 大盘复盘 — run_market_review()（A股/港股/美股）
+3. 策略问股 — AgentExecutor.run()（DSA 的 15 种策略，作为 MoFin 的第二意见）
 
 用法：
-  from mo_bridge import enrich_analysis_context
+  from mo_bridge import enrich_analysis_context, get_stock_analysis
   
-  # 在 LLM 分析前调用
+  # 在 MoFin 分析前注入 DSA 上下文（大盘 + 新闻）
-  context = enrich_analysis_context()
+  ctx = enrich_analysis_context("00700", "腾讯控股", region="hk")
-  if context:
+  prompt += f"\n\n{ctx}"
-      prompt += f"\n\n## 今日大盘背景\n{context}"
   
-依赖：
+  # 用 DSA 的策略做独立分析
-  需要 DSA 源码 + 依赖（pip install litellm akshare yfinance 等）
+  opinion = get_stock_analysis("600519", "贵州茅台", skills=["ma_golden_cross"])
-  未安装时优雅降级，不影响 MoFin 正常运行。
 """
 
 import sys
@@ -23,10 +23,12 @@ import os
 import json
 import logging
 from pathlib import Path
+from datetime import datetime
 
 logger = logging.getLogger(__name__)
 
-# DSA 源码路径（按优先级尝试）
+# ── DSA 路径 ─────────────────────────────────────────────────────────
+
 _DSA_CANDIDATES = [
     "/home/hmo/daily-stock-analysis",
     str(Path(__file__).resolve().parent.parent / "daily-stock-analysis" / "ZhuLinsen-daily_stock_analysis-a448886"),
@@ -41,117 +43,248 @@ for _c in _DSA_CANDIDATES:
 
 _HAS_DSA = _DSA_BASE is not None
 
+if _HAS_DSA:
+    sys.path.insert(0, str(_DSA_BASE))
 
-def enrich_analysis_context(region: str = "cn") -> str:
+# ── 懒加载 DSA 模块 ──────────────────────────────────────────────────
-    """从 DSA 获取市场背景和新闻舆情，注入 MoFin 分析上下文。
+
+_dsa_search_service = None
+_dsa_config = None
+
+
+def _ensure_dsa_search():
+    global _dsa_search_service
+    if _dsa_search_service is not None:
+        return _dsa_search_service
+    if not _HAS_DSA:
+        return None
+    try:
+        from src.search_service import get_search_service
+        _dsa_search_service = get_search_service()
+    except Exception as e:
+        logger.warning("DSA SearchService 加载失败: %s", e)
+    return _dsa_search_service
+
+
+def _ensure_dsa_config():
+    global _dsa_config
+    if _dsa_config is not None:
+        return _dsa_config
+    if not _HAS_DSA:
+        return None
+    try:
+        from src.config import get_config
+        _dsa_config = get_config()
+    except Exception as e:
+        logger.warning("DSA Config 加载失败: %s", e)
+    return _dsa_config
+
+
+# ── 1. 新闻搜索 ─────────────────────────────────────────────────────
+
+def get_stock_news(stock_code: str, stock_name: str = "", max_results: int = 5) -> str:
+    """通过 DSA 的 7 个搜索引擎获取股票相关新闻。
     
     Args:
-        region: cn/hk/us/both — 分析哪个市场
+        stock_code: 股票代码 (如 '600519', '00700', 'AAPL')
+        stock_name: 股票名称 (提高搜索精度)
+        max_results: 最多返回条数
     
     Returns:
-        str: Markdown 格式的市场背景文本（可直接注入分析 prompt）
+        str: Markdown 格式新闻摘要，可直接注入分析 prompt。失败时返回 ''。
-             如果 DSA 不可用，返回空字符串
     """
-    parts = []
+    service = _ensure_dsa_search()
+    if not service:
+        return ""
     
-    # 1. 大盘复盘
+    try:
-    market_text = get_market_review(region)
+        intel = service.search_comprehensive_intel(
-    if market_text:
+            stock_code, stock_name or stock_code, max_searches=3
-        parts.append(f"## 今日大盘背景\n{market_text}")
+        )
+        if not intel:
+            return ""
         
-    # 2. 搜索舆情（如果有 DSA search_service）
+        lines = [f"## 📰 {stock_name or stock_code} 最新情报"]
-    news_text = get_news_context()
-    if news_text:
-        parts.append(f"## 今日重要新闻\n{news_text}")
         
-    return "\n\n".join(parts)
+        news = intel.get("latest_news")
+        if news and news.results:
+            lines.append("\n### 最新新闻")
+            for r in news.results[:max_results]:
+                date_str = f" ({r.published_date})" if r.published_date else ""
+                snippet = r.snippet[:150] if r.snippet else ""
+                lines.append(f"- **{r.title}**{date_str}: {snippet}")
+        
+        risk = intel.get("risk_check")
+        if risk and risk.results:
+            lines.append("\n### ⚠️ 风险关注")
+            for r in risk.results[:3]:
+                lines.append(f"- {r.title}: {r.snippet[:100] if r.snippet else ''}")
+        
+        return "\n".join(lines)
+    
+    except Exception as e:
+        logger.warning("DSA 新闻搜索失败: %s", e)
+        return ""
 
 
-def get_market_review(region: str = "cn") -> str | None:
+# ── 2. 大盘复盘 ─────────────────────────────────────────────────────
-    """获取 DSA 市场复盘摘要"""
+
+def get_market_review(region: str = "cn") -> str:
+    """获取 DSA 的大盘复盘报告。
+    优先读本地缓存（24h内），没有则调用 DSA 实时生成。
+    
+    Args:
+        region: 'cn'=A股, 'hk'=港股, 'us'=美股, 'both'=全市场
+    
+    Returns:
+        str: Markdown 格式大盘复盘摘要
+    """
+    if not _HAS_DSA:
+        return ""
+    
+    # 先读缓存
+    cache_dir = Path(str(_DSA_BASE)) / "data" / "market_review"
+    if cache_dir.exists():
+        try:
+            files = sorted(cache_dir.glob("*.md"), key=os.path.getmtime, reverse=True)
+            if files:
+                if (datetime.now().timestamp() - os.path.getmtime(str(files[0]))) < 86400:
+                    content = files[0].read_text(encoding="utf-8")
+                    lines = [l for l in content.split("\n")[:30] if len(l.strip()) > 3]
+                    return "## 📈 今日大盘背景\n" + "\n".join(lines)
+        except Exception:
+            pass
+    
+    # 实时调用 DSA
+    try:
+        from src.core.market_review import run_market_review
+        
+        class StubNotifier:
+            def is_available(self): return False
+            def send(self, *a, **kw): return True
+            def save_report_to_file(self, *a, **kw): return None
+        
+        config = _ensure_dsa_config()
+        result = run_market_review(
+            notifier=StubNotifier(), config=config,
+            override_region=region, send_notification=False,
+            save_report_file=False, persist_history=False,
+            trigger_source="mofin",
+        )
+        if result and isinstance(result, str):
+            lines = [l for l in result.split("\n")[:25] if len(l.strip()) > 3]
+            return "## 📈 今日大盘复盘\n" + "\n".join(lines)
+    except Exception as e:
+        logger.warning("DSA 大盘复盘失败: %s", e)
+    
+    return ""
+
+
+# ── 3. 策略问股（第二意见）───────────────────────────────────────────
+
+def get_stock_analysis(
+    stock_code: str,
+    stock_name: str = "",
+    skills: list = None,
+) -> dict | None:
+    """用 DSA 的 15 种内置策略独立分析一只股票。
+    
+    Args:
+        stock_code: 股票代码
+        stock_name: 股票名称
+        skills: 策略列表，默认 ['ma_golden_cross', 'bull_trend']
+    
+    Returns:
+        dict: {source, sentiment_score, operation_advice, trend_prediction,
+               analysis_summary, risk_warning, strategies_used, raw}
+    """
     if not _HAS_DSA:
         return None
     
+    if not skills:
+        skills = ["ma_golden_cross", "bull_trend"]
+    
     try:
-        sys.path.insert(0, str(_DSA_BASE))
+        from src.agent.factory import build_agent_executor
         
-        # 尝试从 DSA 的本地缓存中读取最近的市场复盘
+        executor = build_agent_executor(skills=skills)
-        from src.services.daily_market_context import DailyMarketContextService
+        result = executor.run(
-        
+            task=f"分析 {stock_code} {stock_name}",
-        # 先看本地是否有缓存
+            context={"stock_code": stock_code, "stock_name": stock_name, "report_language": "zh"},
-        cache_dir = _DSA_BASE / "data" / "market_review"
+        )
-        if cache_dir.exists():
-            files = sorted(cache_dir.glob("*.md"), key=os.path.getmtime, reverse=True)
-            if files:
-                content = files[0].read_text(encoding="utf-8")
-                # 只取摘要部分（前 500 字）
-                lines = content.split("\n")
-                summary_lines = []
-                for line in lines:
-                    if len(line.strip()) > 5:
-                        summary_lines.append(line)
-                    if len(summary_lines) >= 20:
-                        break
-                return "\n".join(summary_lines)
-        
-        # 如果没有缓存，尝试实时获取（需要 DSA 完整配置）
-        logger.debug("未找到 DSA 市场复盘缓存，跳过")
-        return None
         
+        if result.success and result.dashboard:
+            d = result.dashboard
+            return {
+                "source": "DSA",
+                "sentiment_score": d.get("sentiment_score", 0),
+                "operation_advice": d.get("operation_advice", ""),
+                "trend_prediction": d.get("trend_prediction", ""),
+                "analysis_summary": d.get("analysis_summary", ""),
+                "risk_warning": d.get("risk_warning", ""),
+                "strategies_used": skills,
+                "raw": result.content[:500] if result.content else "",
+            }
     except Exception as e:
-        logger.debug("获取 DSA 市场复盘失败: %s", e)
+        logger.warning("DSA Agent 分析 %s 失败: %s", e)
-        return None
-    finally:
-        # 清理 sys.path
-        if str(_DSA_BASE) in sys.path:
-            sys.path.remove(str(_DSA_BASE))
     
-
-def get_news_context() -> str | None:
-    """搜索今日重要财经新闻"""
-    # 预留接口：待 DSA 依赖安装后实现
-    # 目前 MoFin 的 mofin_news.py 已覆盖基本新闻需求
     return None
 
 
-def get_stock_fundamentals(code: str) -> dict | None:
+def get_strategy_opinion_text(opinion: dict) -> str:
-    """通过 DSA 获取股票基本面数据"""
+    """将 get_stock_analysis() 的结果格式化为可读文本"""
-    if not _HAS_DSA:
+    if not opinion:
-        return None
+        return ""
-    
+    return (
-    try:
+        f"## 🤖 DSA 策略参考\n"
-        sys.path.insert(0, str(_DSA_BASE))
+        f"- 评分: {opinion.get('sentiment_score', '?')}/100\n"
-        from mo_provider import MoDataProvider
+        f"- 建议: {opinion.get('operation_advice', '?')}\n"
-        provider = MoDataProvider()
+        f"- 趋势: {opinion.get('trend_prediction', '?')}\n"
-        return provider.get_fundamentals(code)
+        f"- 策略: {', '.join(opinion.get('strategies_used', []))}\n"
-    except Exception as e:
+        f"- 摘要: {opinion.get('analysis_summary', '')}\n"
-        logger.debug("获取 %s 基本面失败: %s", code, e)
+        f"- 风险: {opinion.get('risk_warning', '')}"
-        return None
+    )
-    finally:
-        if str(_DSA_BASE) in sys.path:
-            sys.path.remove(str(_DSA_BASE))
 
 
-# ── 便捷入口 ──────────────────────────────────────────────────────────
+# ── 4. 综合上下文（一键调用）─────────────────────────────────────────
 
-def quick_summary() -> str:
+def enrich_analysis_context(
-    """快速获取今日分析上下文（单次调用）"""
+    stock_code: str = "",
-    return enrich_analysis_context()
+    stock_name: str = "",
+    region: str = "cn",
+    include_news: bool = True,
+    include_market: bool = True,
+) -> str:
+    """一键获取 DSA 全部分析上下文，注入 MoFin 的 LLM prompt。
+    
+    在 strategy_lifecycle.reassess_with_context() 或 Hermes cron job 的 prompt 前调用。
+    
+    Returns:
+        str: 可直接拼接到 LLM prompt 的 Markdown 文本
+    """
+    parts = []
+    
+    if include_market:
+        market = get_market_review(region)
+        if market:
+            parts.append(market)
+    
+    if include_news and stock_code:
+        news = get_stock_news(stock_code, stock_name)
+        if news:
+            parts.append(news)
+    
+    return "\n\n".join(parts) if parts else ""
 
 
-# ── 自检 ──────────────────────────────────────────────────────────────
+# ── 自检 ─────────────────────────────────────────────────────────────
 
 if __name__ == "__main__":
-    print(f"DSA 可用: {_HAS_DSA}")
+    print(f"DSA: {'available' if _HAS_DSA else 'NOT FOUND'} ({_DSA_BASE})")
-    print(f"DSA 路径: {_DSA_BASE}")
-    
     if _HAS_DSA:
-        context = enrich_analysis_context()
+        print("\n--- 新闻测试 (600519) ---")
-        if context:
+        n = get_stock_news("600519", "贵州茅台", max_results=2)
-            print(f"\n=== 市场上下文 ({len(context)} 字符) ===")
+        print(n[:300] if n else "(无结果)")
-            print(context[:1000])
+        print("\n--- 大盘测试 ---")
-        else:
+        m = get_market_review("cn")
-            print("\n无可用市场上下文（DSA 缓存为空）")
+        print(m[:300] if m else "(无结果)")
-    else:
-        print("\nDSA 不可用，跳过。部署后需安装依赖:")
-        print("  pip install litellm akshare yfinance baostock")

strategy_lifecycle.py

@@ -1282,6 +1282,17 @@ def reassess_with_context(code, name, price, cost, shares, current_action,
         news_sentiment = {}
         fund = {}
 
+    # ── DSA 集成：注入大盘复盘 + 新闻情报 ──────────────────────────
+    try:
+        from mo_bridge import enrich_analysis_context
+        region = "hk" if len(str(code)) == 5 and str(code)[0] in ('0','1') else "cn"
+        dsa_ctx = enrich_analysis_context(stock_code=code, stock_name=name,
+                                          region=region, include_news=True)
+        if dsa_ctx:
+            macro_desc = (macro_desc + "\n\n" + dsa_ctx).strip()
+    except Exception:
+        pass  # DSA 不可用时静默跳过
+
     enriched, factors = enrich_timing_signal(
         base_signal=result.get("timing_signal", ""),
         macro_desc=macro_desc,