feat: 策略复盘闭环 Phase1

- 新增 scripts/strategy_review.py: 遍历所有active策略
  - 腾讯API实时价对比止损/止盈/入场点
  - 分类: correct/wrong/partial/pending
  - 失败模式归因: 止损过紧/入场过早/止盈过远等
  - 写入 accuracy_stats 表(首条真实数据)
- 新增 docs/strategy-review-loop.md: 完整闭环设计文档
- 含失败模式→修复方向映射表

Phase1 结果: 38条策略, 94.7%准确率(19条待定), 1条止损过紧

analyst-knowledge-log.md

@@ -20,3 +20,78 @@
   - 自选股18只全部处于买入区（价格距离买入区<3%），属正常范围
   - 其中2只策略为空（楚江新材、中谷物流）— 需补充
   - 整体仓位93.02%，弱势+深套占比41.9%>40%
+
+## 2026-06-25 11:50 价格监控updated_at修复
+
+**发现了什么：** 健康检查误报"价格数据649秒未更新（portfolio.json）"
+
+**根因链：**
+1. `price_monitor.py` 写 portfolio.json 时仅在价格变化时写入，且不更新 `updated_at` 字段
+2. 盘中价格稳定（如午盘横盘）→ portfolio.json 长时间不更新 → `updated_at` 停留在上次变动时间
+3. `intraday_health_check.py` 检查 `updated_at` 是否超过10分钟无更新 → 触发误报
+
+**修改了什么：**
+- 文件：`/home/hmo/MoFin/price_monitor.py`（同步到 profile scripts 副本）
+- 逻辑变更：
+  - 价格变化写入时：同时更新 `pf['updated_at']` 为当前时间
+  - 价格无变化时：每10分钟强制刷新一次 `updated_at`，避免横盘期误报
+
+**效果预期：** 价格稳定横盘时 portfolio.json 的 updated_at 仍每10分钟刷新一次，健康检查不再误报。
+
+## 2026-06-25 13:20 stale_push_wlin 流程修复：先重评后推送
+
+**发现了什么：** 自选买入提醒中推送的策略数据可能滞后。例如13:11报告中德明利止盈810.78但现价882已超过。
+
+**根因链：**
+1. stale_push_wlin 只在 `[STRATEGY_STALE]` 标记的票触发重评，非stale的票直接推旧策略
+2. 策略的止盈/止损/信号在推送前未刷新，可能出现推了止盈位但价格已超过的情况
+3. Dad 指出正确流程应该是：推荐前先重评 → 重评确认有效再推
+
+**修改了什么：**
+- 文件：`/home/hmo/.hermes/profiles/position-analyst/scripts/stale_push_wlin.py`
+- 逻辑变更：
+  - 收集所有在买入区的自选（stale + 非stale），统一先调 trigger_regen_sync() 重评
+  - 重评完成后重新读取 decisions.json 获取最新策略数据
+  - 用重评后的 timing_signal 重新判断是否可推（不再用旧 is_stale 标记）
+  - 同一次推送中可能有多只票，全部用新数据出报告
+
+**效果预期：** 每次推送自选提醒前，所有预推票都经过最新一次策略重评，止盈/止损/信号不滞后。
+
+## 2026-06-25 14:00 三点联动修复
+
+**发现了什么：** Dad反馈三个问题：(1) price_monitor的区进区出/重评告警太吵 (2) 现金只有total字段，没有区分可用/冻结，买力算错 (3) 德明利卖出后未及时更新止盈
+
+**修改了什么：**
+
+**① price_monitor XMPP推送降噪**
+- 文件：`/home/hmo/MoFin/price_monitor.py`
+- 原：所有outputs（⚡进入买入区 🔄重评 📊新策略 ✅全量重评）全部推XMPP
+- 改：只推 ⚠️止损跌破 和 🌀情景切换，其余只local print不推
+
+**② 现金三级结构**
+- 文件：`/home/hmo/MoFin/data/portfolio.json`
+- 新增 `cash_available`（可用买力）和 `cash_frozen`（冻结在途）字段
+- stale_push_wlin.py：load_cash() 和 calc_position() 优先读 cash_available，fallback到 cash
+- 推荐中的买力计算现在用可用现金而非总现金
+
+**③ 德明利自选策略重评**
+- 文件中：`/home/hmo/MoFin/data/decisions.json`
+- 原止盈810.78（已被涨停突破）
+- 新止损810.0 新止盈1153.26 新买入区873.18~908.82 | RR=3.24
+- 已保证自选策略和其他自选一样走自动重评流程
+
+**效果预期：** 系统不再推送区进出/重评噪音，推荐用可用现金算买力，德明利自选随时可重新入场。
+
+## 2026-06-25 14:50 price_monitor 自选止损止盈告警屏蔽
+
+**发现了什么：** 德明利(001309)已清仓转自选，但 price_monitor 仍对其推送止盈警报（"⚡ 德明利进入止盈区间"），数据无误但信号无意义，在Dad卖飞后伤口撒盐。
+
+**根因：** get_trigger_zones() 对自选和持仓一视同仁返回止损/止盈区间，price_monitor检查所有active decision。
+
+**修改了什么：**
+- 文件：`/home/hmo/MoFin/price_monitor.py`
+- 函数 `get_trigger_zones(d)`：
+  - 买入区间：自选和持仓都监控（自选需要zone to trigger重评）
+  - 止损+止盈：仅持仓(share>0)才监控，自选不生成止损/止盈zone
+
+**效果预期：** 已清仓的德明利/药明康德等自选不再推送止损止盈告警。买入区进出仍触发重评（内部不推送），保证策略持续更新。

data/macro_context.json

@@ -1,154 +1,154 @@
 {
-  "updated_at": "2026-06-24 12:00:22",
+  "updated_at": "2026-06-25 12:00:51",
-  "data_timestamp": "2026-06-24 12:00:00",
+  "data_timestamp": "2026-06-25 12:00:00",
   "session": "midday",
   "has_valid_data": true,
   "indices": {
     "上证指数": {
-      "price": 4096.14,
+      "price": 4125.76,
-      "change_pct": -0.25,
+      "change_pct": 0.36,
-      "high": 4113.19,
+      "high": 4133.1,
-      "low": 4075.49
+      "low": 4093.01
     },
     "深证成指": {
-      "price": 15906.57,
+      "price": 16285.83,
-      "change_pct": 0.33,
+      "change_pct": 1.46,
-      "high": 15943.66,
+      "high": 16303.39,
-      "low": 15730.16
+      "low": 16058.85
     },
     "创业板指": {
-      "price": 4209.9,
+      "price": 4336.74,
-      "change_pct": 0.42,
+      "change_pct": 2.01,
-      "high": 4233.7,
+      "high": 4338.71,
-      "low": 4161.58
+      "low": 4242.86
     },
     "科创50": {
-      "price": 1963.82,
+      "price": 2072.5,
-      "change_pct": 2.48,
+      "change_pct": 4.18,
-      "high": 1975.25,
+      "high": 2076.88,
-      "low": 1886.74
+      "low": 2000.8
     },
     "恒生指数": {
-      "price": 23353.31,
+      "price": 23038.52,
-      "change_pct": 0.07,
+      "change_pct": -1.6,
-      "high": 23521.52,
+      "high": 23388.5,
-      "low": 23248.87
+      "low": 23004.75
     },
     "国企指数": {
-      "price": 7756.13,
+      "price": 7601.15,
-      "change_pct": -0.04,
+      "change_pct": -2.11,
-      "high": 7817.92,
+      "high": 7757.49,
-      "low": 7718.92
+      "low": 7583.03
     }
   },
   "structure": {
-    "overall": "bullish",
+    "overall": "strong_bullish",
     "description": "科技成长领涨"
   },
   "key_sectors": [
     {
       "name": "国证芯片",
-      "change_pct": 3.2
+      "change_pct": 5.17
     },
     {
       "name": "上证信息",
-      "change_pct": 2.99
+      "change_pct": 4.32
-    },
-    {
-      "name": "通用航空",
-      "change_pct": -1.27
-    },
-    {
-      "name": "上证周期",
-      "change_pct": -1.12
-    },
-    {
-      "name": "新能电池",
-      "change_pct": 1.0
-    },
-    {
-      "name": "上证资源",
-      "change_pct": -0.64
-    },
-    {
-      "name": "治理指数",
-      "change_pct": -0.58
     },
     {
       "name": "机器人产业",
-      "change_pct": -0.5
+      "change_pct": -1.11
+    },
+    {
+      "name": "通用航空",
+      "change_pct": -1.05
+    },
+    {
+      "name": "上证资源",
+      "change_pct": -0.88
+    },
+    {
+      "name": "新能电池",
+      "change_pct": -0.38
+    },
+    {
+      "name": "上证周期",
+      "change_pct": -0.22
+    },
+    {
+      "name": "治理指数",
+      "change_pct": -0.13
     }
   ],
   "top_gainers": [
     {
-      "name": "化学制药",
+      "name": "机场航运",
       "code": "",
       "price": 0,
-      "change": 3.68,
+      "change": 4.26,
-      "volume": 2844.37,
+      "volume": 1319.21,
-      "turnover": 477.43,
+      "turnover": 65.18,
-      "net_inflow": -1.16,
+      "net_inflow": 13.1,
-      "up_count": 144,
+      "up_count": 13,
-      "down_count": 13,
+      "down_count": 0,
-      "avg_price": 16.79,
+      "avg_price": 4.94,
-      "lead_stock": "新赣江",
+      "lead_stock": "华夏航空",
-      "lead_stock_change": 27.9
+      "lead_stock_change": 10.03
     },
     {
-      "name": "生物制品",
+      "name": "保险",
       "code": "",
       "price": 0,
-      "change": 2.96,
+      "change": 3.56,
-      "volume": 808.83,
+      "volume": 348.27,
-      "turnover": 136.16,
+      "turnover": 106.54,
-      "net_inflow": -0.75,
+      "net_inflow": 6.75,
-      "up_count": 47,
+      "up_count": 5,
-      "down_count": 7,
+      "down_count": 0,
-      "avg_price": 16.83,
+      "avg_price": 30.59,
-      "lead_stock": "赛升药业",
+      "lead_stock": "中国人保",
-      "lead_stock_change": 18.44
+      "lead_stock_change": 5.63
     },
     {
-      "name": "医疗服务",
+      "name": "证券",
       "code": "",
       "price": 0,
-      "change": 2.39,
+      "change": 3.31,
-      "volume": 1079.74,
+      "volume": 5369.91,
-      "turnover": 225.78,
+      "turnover": 678.34,
-      "net_inflow": -0.93,
+      "net_inflow": 62.2,
-      "up_count": 44,
+      "up_count": 50,
-      "down_count": 11,
+      "down_count": 0,
-      "avg_price": 20.91,
+      "avg_price": 12.63,
-      "lead_stock": "睿智医药",
+      "lead_stock": "中信建投",
-      "lead_stock_change": 19.95
-    },
-    {
-      "name": "医药商业",
-      "code": "",
-      "price": 0,
-      "change": 2.35,
-      "volume": 502.07,
-      "turnover": 44.73,
-      "net_inflow": -0.09,
-      "up_count": 29,
-      "down_count": 3,
-      "avg_price": 8.91,
-      "lead_stock": "合富中国",
       "lead_stock_change": 9.99
     },
     {
-      "name": "中药",
+      "name": "元件",
       "code": "",
       "price": 0,
-      "change": 2.18,
+      "change": 2.55,
-      "volume": 1208.33,
+      "volume": 1951.11,
-      "turnover": 107.45,
+      "turnover": 1357.67,
-      "net_inflow": 2.87,
+      "net_inflow": 87.09,
-      "up_count": 57,
+      "up_count": 42,
-      "down_count": 10,
+      "down_count": 20,
-      "avg_price": 8.89,
+      "avg_price": 69.58,
-      "lead_stock": "特一药业",
+      "lead_stock": "中京电子",
-      "lead_stock_change": 9.97
+      "lead_stock_change": 10.02
+    },
+    {
+      "name": "白酒",
+      "code": "",
+      "price": 0,
+      "change": 2.25,
+      "volume": 210.31,
+      "turnover": 122.56,
+      "net_inflow": 8.5,
+      "up_count": 18,
+      "down_count": 1,
+      "avg_price": 58.28,
+      "lead_stock": "酒鬼酒",
+      "lead_stock_change": 7.88
     }
   ],
   "top_losers": [
@@ -156,45 +156,45 @@
       "name": "贵金属",
       "code": "",
       "price": 0,
-      "change": -8.6,
+      "change": -3.86,
-      "volume": 1529.11,
+      "volume": 933.0,
-      "turnover": 390.56,
+      "turnover": 231.38,
-      "net_inflow": -61.53,
+      "net_inflow": -19.5,
-      "up_count": 1,
+      "up_count": 0,
-      "down_count": 13,
+      "down_count": 14,
-      "avg_price": 25.54,
+      "avg_price": 24.8,
       "lead_stock": "株冶集团",
-      "lead_stock_change": 4.42
+      "lead_stock_change": -1.23
     },
     {
-      "name": "小金属",
+      "name": "教育",
       "code": "",
       "price": 0,
-      "change": -5.58,
+      "change": -2.98,
-      "volume": 2154.58,
+      "volume": 223.13,
-      "turnover": 1125.15,
+      "turnover": 10.17,
-      "net_inflow": -68.28,
+      "net_inflow": -1.14,
-      "up_count": 4,
+      "up_count": 2,
-      "down_count": 25,
+      "down_count": 13,
-      "avg_price": 52.22,
+      "avg_price": 4.56,
-      "lead_stock": "长裕集团",
+      "lead_stock": "*ST高科",
-      "lead_stock_change": 9.99
+      "lead_stock_change": 2.02
     },
     {
-      "name": "工业金属",
+      "name": "农化制品",
       "code": "",
       "price": 0,
-      "change": -5.53,
+      "change": -2.69,
-      "volume": 6361.35,
+      "volume": 1142.32,
-      "turnover": 809.03,
+      "turnover": 172.6,
-      "net_inflow": -125.48,
+      "net_inflow": -15.41,
-      "up_count": 5,
+      "up_count": 3,
-      "down_count": 50,
+      "down_count": 58,
-      "avg_price": 12.72,
+      "avg_price": 15.11,
-      "lead_stock": "锌业股份",
+      "lead_stock": "兴发集团",
-      "lead_stock_change": 6.35
+      "lead_stock_change": 3.13
     }
   ],
-  "sector_up_ratio": 48.9,
+  "sector_up_ratio": 11.1,
-  "sector_mood": "neutral"
+  "sector_mood": "bearish"
 }

data/price_history.json

@@ -53,6 +53,12 @@
       "high": 116.94,
       "low": 105.76,
       "close": 115.4
+    },
+    {
+      "date": "2026-06-25",
+      "high": 118.5,
+      "low": 106.9,
+      "close": 117.36
     }
   ],
   "002594": [
@@ -109,6 +115,12 @@
       "high": 88.32,
       "low": 82.78,
       "close": 83.3
+    },
+    {
+      "date": "2026-06-25",
+      "high": 84.7,
+      "low": 81.34,
+      "close": 82.2
     }
   ],
   "00700": [
@@ -165,6 +177,12 @@
       "high": 439.8,
       "low": 412.6,
       "close": 428.8
+    },
+    {
+      "date": "2026-06-25",
+      "high": 439.8,
+      "low": 412.6,
+      "close": 418.6
     }
   ],
   "000700": [
@@ -221,6 +239,12 @@
       "high": 15.6,
       "low": 14.3,
       "close": 14.52
+    },
+    {
+      "date": "2026-06-25",
+      "high": 15.22,
+      "low": 13.81,
+      "close": 13.89
     }
   ],
   "001309": [
@@ -277,6 +301,12 @@
       "high": 816.88,
       "low": 706.0,
       "close": 810.0
+    },
+    {
+      "date": "2026-06-25",
+      "high": 891.0,
+      "low": 743.51,
+      "close": 891.0
     }
   ],
   "00968": [
@@ -333,6 +363,12 @@
       "high": 2.26,
       "low": 1.93,
       "close": 2.0
+    },
+    {
+      "date": "2026-06-25",
+      "high": 2.08,
+      "low": 1.93,
+      "close": 2.06
     }
   ],
   "00981": [
@@ -389,6 +425,12 @@
       "high": 86.45,
       "low": 76.5,
       "close": 84.8
+    },
+    {
+      "date": "2026-06-25",
+      "high": 88.7,
+      "low": 77.6,
+      "close": 86.0
     }
   ],
   "01070": [
@@ -445,6 +487,12 @@
       "high": 13.47,
       "low": 12.55,
       "close": 13.1
+    },
+    {
+      "date": "2026-06-25",
+      "high": 13.29,
+      "low": 12.55,
+      "close": 12.55
     }
   ],
   "01088": [
@@ -501,6 +549,12 @@
       "high": 43.14,
       "low": 41.26,
       "close": 41.9
+    },
+    {
+      "date": "2026-06-25",
+      "high": 42.18,
+      "low": 40.44,
+      "close": 40.4
     }
   ],
   "01211": [
@@ -557,6 +611,12 @@
       "high": 78.3,
       "low": 74.2,
       "close": 75.95
+    },
+    {
+      "date": "2026-06-25",
+      "high": 77.45,
+      "low": 74.2,
+      "close": 76.2
     }
   ],
   "01478": [
@@ -613,6 +673,12 @@
       "high": 8.54,
       "low": 7.51,
       "close": 7.69
+    },
+    {
+      "date": "2026-06-25",
+      "high": 7.88,
+      "low": 7.11,
+      "close": 7.16
     }
   ],
   "01888": [
@@ -669,6 +735,12 @@
       "high": 97.4,
       "low": 83.7,
       "close": 93.55
+    },
+    {
+      "date": "2026-06-25",
+      "high": 107.2,
+      "low": 87.6,
+      "close": 104.2
     }
   ],
   "02202": [
@@ -725,6 +797,12 @@
       "high": 2.53,
       "low": 2.31,
       "close": 2.31
+    },
+    {
+      "date": "2026-06-25",
+      "high": 2.45,
+      "low": 2.21,
+      "close": 2.24
     }
   ],
   "02318": [
@@ -781,6 +859,12 @@
       "high": 55.5,
       "low": 52.3,
       "close": 52.85
+    },
+    {
+      "date": "2026-06-25",
+      "high": 53.9,
+      "low": 51.2,
+      "close": 51.45
     }
   ],
   "02359": [
@@ -837,6 +921,12 @@
       "high": 145.0,
       "low": 130.0,
       "close": 141.7
+    },
+    {
+      "date": "2026-06-25",
+      "high": 148.9,
+      "low": 131.3,
+      "close": 145.2
     }
   ],
   "02388": [
@@ -893,6 +983,12 @@
       "high": 47.86,
       "low": 45.9,
       "close": 46.52
+    },
+    {
+      "date": "2026-06-25",
+      "high": 47.58,
+      "low": 45.9,
+      "close": 46.32
     }
   ],
   "02628": [
@@ -949,6 +1045,12 @@
       "high": 30.56,
       "low": 28.06,
       "close": 28.32
+    },
+    {
+      "date": "2026-06-25",
+      "high": 29.48,
+      "low": 27.62,
+      "close": 28.3
     }
   ],
   "06160": [
@@ -1005,6 +1107,12 @@
       "high": 168.6,
       "low": 160.0,
       "close": 165.2
+    },
+    {
+      "date": "2026-06-25",
+      "high": 168.9,
+      "low": 162.8,
+      "close": 166.2
     }
   ],
   "06869": [
@@ -1061,6 +1169,12 @@
       "high": 305.0,
       "low": 251.2,
       "close": 261.2
+    },
+    {
+      "date": "2026-06-25",
+      "high": 288.0,
+      "low": 251.2,
+      "close": 287.0
     }
   ],
   "09868": [
@@ -1117,6 +1231,12 @@
       "high": 52.3,
       "low": 48.82,
       "close": 49.14
+    },
+    {
+      "date": "2026-06-25",
+      "high": 50.8,
+      "low": 46.56,
+      "close": 47.42
     }
   ],
   "09988": [
@@ -1173,6 +1293,12 @@
       "high": 103.4,
       "low": 97.65,
       "close": 99.4
+    },
+    {
+      "date": "2026-06-25",
+      "high": 101.5,
+      "low": 94.0,
+      "close": 94.6
     }
   ],
   "300035": [
@@ -1229,6 +1355,12 @@
       "high": 17.1,
       "low": 15.96,
       "close": 16.08
+    },
+    {
+      "date": "2026-06-25",
+      "high": 16.41,
+      "low": 14.96,
+      "close": 15.13
     }
   ],
   "300124": [
@@ -1285,17 +1417,15 @@
       "high": 68.8,
       "low": 65.74,
       "close": 66.31
+    },
+    {
+      "date": "2026-06-25",
+      "high": 70.32,
+      "low": 65.74,
+      "close": 66.84
     }
   ],
   "300548": [
-    {
-      "date": "2026-03-27",
-      "open": 145.73,
-      "close": 150.7,
-      "high": 154.82,
-      "low": 142.25,
-      "volume": 192929.0
-    },
     {
       "date": "2026-03-30",
       "open": 146.71,
@@ -1757,6 +1887,12 @@
       "high": 309.6,
       "low": 275.86,
       "close": 282.23
+    },
+    {
+      "date": "2026-06-25",
+      "high": 299.97,
+      "low": 274.59,
+      "close": 281.9
     }
   ],
   "300750": [
@@ -1813,6 +1949,12 @@
       "high": 414.04,
       "low": 386.66,
       "close": 395.36
+    },
+    {
+      "date": "2026-06-25",
+      "high": 402.55,
+      "low": 386.66,
+      "close": 401.9
     }
   ],
   "518880": [
@@ -1869,6 +2011,12 @@
       "high": 8.674,
       "low": 8.426,
       "close": 8.515
+    },
+    {
+      "date": "2026-06-25",
+      "high": 8.53,
+      "low": 8.267,
+      "close": 8.287
     }
   ],
   "600036": [
@@ -2031,6 +2179,12 @@
       "high": 178.76,
       "low": 160.6,
       "close": 178.76
+    },
+    {
+      "date": "2026-06-25",
+      "high": 191.55,
+      "low": 161.95,
+      "close": 190.04
     }
   ],
   "600739": [
@@ -2149,6 +2303,12 @@
       "high": 30.0,
       "low": 27.33,
       "close": 27.65
+    },
+    {
+      "date": "2026-06-25",
+      "high": 27.97,
+      "low": 25.73,
+      "close": 25.92
     }
   ],
   "688411": [
@@ -2205,6 +2365,12 @@
       "high": 285.98,
       "low": 261.8,
       "close": 266.19
+    },
+    {
+      "date": "2026-06-25",
+      "high": 283.6,
+      "low": 261.66,
+      "close": 275.89
     }
   ],
   "688639": [
@@ -2261,6 +2427,12 @@
       "high": 22.47,
       "low": 20.99,
       "close": 21.4
+    },
+    {
+      "date": "2026-06-25",
+      "high": 22.03,
+      "low": 17.12,
+      "close": 17.12
     }
   ],
   "688795": [
@@ -2317,6 +2489,12 @@
       "high": 745.2,
       "low": 660.01,
       "close": 704.8
+    },
+    {
+      "date": "2026-06-25",
+      "high": 717.58,
+      "low": 669.0,
+      "close": 700.0
     }
   ],
   "688802": [
@@ -2373,6 +2551,12 @@
       "high": 808.0,
       "low": 726.1,
       "close": 770.19
+    },
+    {
+      "date": "2026-06-25",
+      "high": 786.8,
+      "low": 726.1,
+      "close": 770.52
     }
   ],
   "688981": [
@@ -2429,6 +2613,12 @@
       "high": 156.35,
       "low": 139.6,
       "close": 151.53
+    },
+    {
+      "date": "2026-06-25",
+      "high": 158.66,
+      "low": 141.32,
+      "close": 156.86
     }
   ],
   "000711": [
@@ -2467,6 +2657,12 @@
       "high": 5.38,
       "low": 4.86,
       "close": 5.04
+    },
+    {
+      "date": "2026-06-25",
+      "high": 5.25,
+      "low": 4.79,
+      "close": 4.79
     }
   ],
   "688630": [
@@ -2499,6 +2695,12 @@
       "high": 515.85,
       "low": 455.55,
       "close": 513.88
+    },
+    {
+      "date": "2026-06-25",
+      "high": 563.89,
+      "low": 455.55,
+      "close": 555.5
     }
   ],
   "300690": [
@@ -2551,6 +2753,12 @@
       "high": 113.99,
       "low": 94.79,
       "close": 100.08
+    },
+    {
+      "date": "2026-06-25",
+      "high": 107.58,
+      "low": 94.79,
+      "close": 105.68
     }
   ],
   "300308": [
@@ -2571,6 +2779,12 @@
       "high": 1395.0,
       "low": 1282.15,
       "close": 1312.18
+    },
+    {
+      "date": "2026-06-25",
+      "high": 1345.09,
+      "low": 1280.02,
+      "close": 1323.4
     }
   ],
   "600519": [
@@ -2591,6 +2805,12 @@
       "high": 1264.0,
       "low": 1207.51,
       "close": 1207.68
+    },
+    {
+      "date": "2026-06-25",
+      "high": 1241.87,
+      "low": 1200.0,
+      "close": 1212.1
     }
   ],
   "601318": [
@@ -2611,6 +2831,12 @@
       "high": 52.43,
       "low": 49.03,
       "close": 49.12
+    },
+    {
+      "date": "2026-06-25",
+      "high": 50.88,
+      "low": 48.56,
+      "close": 49.3
     }
   ],
   "002171": [

data/stocks/001309.json

@@ -1,70 +1,7 @@
 {
   "code": "001309",
-  "history": [
+  "name": "德明利",
-    {
+  "status": "watchlist",
-      "time": "2026-06-12T08:55:32.432962",
+  "converted_at": "2026-06-25 13:21",
-      "content": "**德明利(001309)** 现价617.7 | 仓位0% | 买入区585~647，知微6/9收紧区间。存储芯片回调充分，止损523安全。",
+  "note": "清仓转自选，价格参考: 药明康德@0 德明利@885.85"
-      "report_id": "cron_99c06255590a_2026-06-12_08-32-15"
-    },
-    {
-      "time": "2026-06-12T08:55:34.669098",
-      "content": "德明利(001309) 617.70(-1.63%) → 买入区585.01~646.59，现价617.70在区间内，观望等待回调至600以下",
-      "report_id": "cron_bb35a0b1b5e3_2026-06-11_12-55-16"
-    },
-    {
-      "time": "2026-06-12T08:55:34.667003",
-      "content": "• 德明利(001309) 626.0(-0.31%) → 买入区585~646.6，在区间内，止损523.4，可现价建仓5%",
-      "report_id": "cron_bb35a0b1b5e3_2026-06-11_13-43-42"
-    },
-    {
-      "time": "2026-06-12T08:55:34.664644",
-      "content": "• 德明利(001309) 631.49(+0.56%) | 买入区585~647，距上沿-2.3%可关注",
-      "report_id": "cron_bb35a0b1b5e3_2026-06-11_14-43-18"
-    },
-    {
-      "time": "2026-06-12T08:55:34.502308",
-      "content": "• 德明利(001309) ¥632.35(+0.70%) — 买入区585~647，在区内可关注",
-      "report_id": "cron_bb35a0b1b5e3_2026-06-11_15-43-25"
-    },
-    {
-      "time": "2026-06-01T15:56:03.416800",
-      "content": "👀观望 德明利(001309) | 现价597.41 | -6.65% | 存储芯片回调，买入区560-580未触及",
-      "report_id": "cron_d3797d924ddc_2026-06-01_15-47-55"
-    },
-    {
-      "time": "2026-06-12T08:55:35.655385",
-      "content": "• 德明利(001309) 631.01(+0.49%) 买入区585.01~646.59→在区内上沿附近，挂单615等回调",
-      "report_id": "cron_d3797d924ddc_2026-06-11_14-48-58"
-    },
-    {
-      "time": "2026-06-12T08:55:35.405159",
-      "content": "德明利(001309) ¥632.35(+0.37%) 买入区585.01~646.59 现价买2%｜止损523.43目标708",
-      "report_id": "cron_d3797d924ddc_2026-06-11_15-42-35"
-    },
-    {
-      "time": "2026-06-12T08:55:35.356400",
-      "content": "**德明利(001309)** 现价632.35(+0.70%) | 买入区585~647 | 现价在区间高位，等回调至610~620再入。",
-      "report_id": "cron_d3797d924ddc_2026-06-11_16-03-09"
-    },
-    {
-      "time": "2026-06-12T08:55:34.679968",
-      "content": "• **德明利(001309)** 现价632.35(+0.70%) 买入区585~647(近上沿) | 等回调至610~620区间再入场3%",
-      "report_id": "cron_d3797d924ddc_2026-06-11_16-45-41"
-    },
-    {
-      "time": "2026-06-15T08:55:17.014788",
-      "content": "- 德明利(001309) ¥617.43，买入区605.08~629.78 ✅ 在区间内，RR:3.51（高价股>300元/股，注意仓位）",
-      "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
-    },
-    {
-      "time": "2026-06-15T08:55:17.014788",
-      "content": "{\"type\":\"周复盘\",\"time\":\"周日\",\"summary\":\"A股先跌后弹分化格局，全市场普跌后暴力反弹\",\"key_holdings\":[{\"code\":\"600110\",\"name\":",
-      "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
-    },
-    {
-      "time": "2026-06-14T08:55:34.460610",
-      "content": "**🟢 德明利(001309) ¥617.43 | 买入区605.08~629.78 ✅ | RR:3.51**",
-      "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
-    }
-  ]
 }

data/stocks/00700.json

@@ -111,6 +111,11 @@
       "content": "- **腾讯(00700)** ¥466.2 | 昨日+4.79%强势，弱支撑457.2/弱压468，持有不操作",
       "report_id": "cron_99c06255590a_2026-06-18_08-38-18"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**腾讯控股(00700)** — 昨收428.8(低412.6高439.8)，成本443.9仍浮亏。互联网服务板块暂稳，持有等解套。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T11:55:44.093905",
       "content": "❌ 反例：腾讯00700，底仓100股(3.59%)，浮盈+4.79%。看到\"距止盈470仅0.77%\"就建议触及减仓清仓 —— 机械执行，未考虑底仓属性+浮盈幅度。",

data/stocks/00981.json

@@ -51,6 +51,11 @@
       "content": "**中芯国际-H(00981)** 71.30 +0.09% — 与A股共振，策略买入区70~75已进入，持有",
       "report_id": "cron_99c06255590a_2026-06-16_08-38-28"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T12:55:54.836964",
       "content": "• 中芯国际H(00981) ¥82.20 +3.46% — 高于买入区72-75",

data/stocks/01211.json

@@ -581,6 +581,11 @@
       "content": "**比亚迪股份(01211) 距止损仅3.1%！**",
       "report_id": "cron_d42f2ce3b479_2026-06-17_20-20-48"
     },
+    {
+      "time": "2026-06-25T08:55:46.625230",
+      "content": "**比亚迪股份(01211)** 距止损-12.5%！现价65.85(+0.13%)，弱支撑74.48早已跌破，强支撑61.87。成本105.05(-37.3%)深度套牢。操作：不补不抄，观察61.8",
+      "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
+    },
     {
       "time": "2026-06-22T08:55:38.754230",
       "content": "| **比亚迪(01211)** | 成本$105.49，现价≈$84.25，浮亏-20.1%，止损$81.72距仅3% | 严格执行止损，破$82不犹豫 |",

data/stocks/01478.json

@@ -46,6 +46,11 @@
       "content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**丘钛科技(01478) 7.69 | 仓位10.48%** — 深套44%，消费电子持续疲弱，昨日继续-2.41%。10.48%仓位已是超配，若破7.5建议减至7%以内。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 丘钛科技(01478) | 10.12 | -1.17% | 9.19% | 深套持有，止损9.0 |",
@@ -411,6 +416,11 @@
       "content": "**2. 丘钛科技(01478) 8.75HKD(-1.83%)** — 深套-36.90%，仓位8.13%为最重仓。评级⭐⭐⭐⭐⭐基本面强但短期无起色。仓位过重不宜补，持有等待，反弹至9.5可考虑减",
       "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45"
     },
+    {
+      "time": "2026-06-25T08:55:46.625230",
+      "content": "**丘钛科技(01478)** 距止损-16.2%！现价6.67(-2.41%)，弱支撑7.51已破。仓位10.48%为最大单仓。成本13.81(-51.7%)。操作：如跌破6.0需强制减半仓，下行缺",
+      "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "丘钛科技(01478) 仓位8.58% +4.10%→ 持有，走势健康",

data/stocks/01888.json

@@ -56,6 +56,11 @@
       "content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**建滔积层板(01888)** — 昨振幅近10元(87.6→97.4→93.55收盘)，电子元件强势但波动极大，仓位5.8%持有，注意追踪止盈。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T14:55:53.464779",
       "content": "| 建滔积层板(01888) | 49.48 | +4.30% | 42-44 | 🔴 远超买入区 |",

data/stocks/02202.json

@@ -591,6 +591,11 @@
       "content": "| 万科企业 | 02202 | 2.69(-3.24%) | 补仓区2.5~2.6 | 高于补仓区 |",
       "report_id": "cron_d39e265198ad_2026-06-03_10-58-48"
     },
+    {
+      "time": "2026-06-25T08:55:46.625230",
+      "content": "**万科企业(02202)** 距止损-12.5%！现价2.0(-3.75%)，弱支撑2.26已破，逼近止损1.75。成本4.68(-57.3%)深套。操作：已无加仓意义，跌破1.75必须斩仓，本周重",
+      "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
+    },
     {
       "time": "2026-06-04T09:55:40.300986",
       "content": "- 万科(02202): 补仓区间2.5~2.6，昨收2.70，距+3.8%，未进入。",

data/stocks/02318.json

@@ -1,6 +1,11 @@
 {
   "code": "02318",
   "history": [
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**中银香港(02388)** — 浮盈+6.2%银行股平稳，持有。中国平安(02318)近弱撑52.13，持有观察。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-01T15:56:03.416800",
       "content": "🟢关注 中国平安(02318) | 现价60.40 | +0.58% | 买入区58-60，可建仓3%",

data/stocks/02388.json

@@ -56,6 +56,11 @@
       "content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**中银香港(02388)** — 浮盈+6.2%银行股平稳，持有。中国平安(02318)近弱撑52.13，持有观察。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 中银香港(02388) | 47.80 | -0.95% | 3.95% | 持有，止损46止盈52 |",

data/stocks/300035.json

@@ -46,6 +46,11 @@
       "content": "长芯博创(300548) @281.99 +21.83% 放量走强持有，止损261.71；辽宁成大(600739) @10.09 -17.88% 弱撑10.0待企稳；海博思创(688411) @281",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**中科电气(300035) / 德明利(001309)** — 前者能源金属+4.27%但-28%深套持有；后者半导体板块受益，+9.9%持有。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 中科电气(300035) | 16.44 | -2.66% | 1.77% | 深套持有，止损15.0 |",

data/stocks/518880.json

@@ -51,6 +51,11 @@
       "content": "• 黄金ETF(518880) 8.91 — 金价高位但ETF深套-26.9%，暂持有",
       "report_id": "cron_99c06255590a_2026-06-22_08-37-35"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**黄金ETF(518880)** — 贵金属板块暴跌预警，深套30%但仓位仅2.5%，暂持有不动。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-02T12:55:54.834592",
       "content": "| 黄金ETF(518880) | 9.323 | -0.22% | 2.14% | 深套持有，止损9.0 |",
@@ -481,6 +486,11 @@
       "content": "**3. 黄金ETF(518880) 8.908(-0.55%)** — 浮亏-26.93%，此前已破止损9.54未收复。黄金近期承压下行，不加仓不补",
       "report_id": "cron_d42f2ce3b479_2026-06-18_20-14-45"
     },
+    {
+      "time": "2026-06-25T08:55:46.625230",
+      "content": "**A股**：大盘弱势(仅13.3%板块上涨)。黄金ETF 518880(8.52,-0.26%)深套持有；紫金矿业(27.65,-0.36%)深套持有；华恒生物(21.4,-1.97%)微套；中科电",
+      "report_id": "cron_d42f2ce3b479_2026-06-24_20-04-19"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "黄金ETF华安(518880) 仓位2.16% +2.73%→ 持有，金价支撑",

data/stocks/601899.json

@@ -51,6 +51,11 @@
       "content": "• **紫金矿业(601899) ¥29.09 (-28.90%)** — 深套持有，止损24.73，目标30.06",
       "report_id": "cron_99c06255590a_2026-06-15_08-41-00"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**紫金矿业(601899) 27.65 | 仓位8.19%** — 贵金属板块暴跌-8.6%、工业金属-5.53%，双杀！深套31%为第一大仓位，若本周破前低24.98需考虑减仓至5%控制风险。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-01T10:25:54.419132",
       "content": "2. **紫金矿业(601899)** 进入加仓区间29-30，可考虑分批加仓",

data/stocks/603259.json

@@ -1,100 +1,7 @@
 {
   "code": "603259",
-  "history": [
+  "name": "药明康德",
-    {
+  "status": "watchlist",
-      "time": "2026-06-11T08:55:22.591626",
+  "converted_at": "2026-06-25 13:21",
-      "content": "• 药明康德(603259) 97.04 → 持有，略高于买入区93.5~97.0上沿。止损90/止盈105。200股浮盈+0%。",
+  "note": "清仓转自选，价格参考: 药明康德@117.52 德明利@0"
-      "report_id": "cron_99c06255590a_2026-06-11_08-45-23"
-    },
-    {
-      "time": "2026-06-11T08:55:22.591626",
-      "content": "{\"type\":\"盘前\",\"time\":\"08:43\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"trigger\":\"买入区1",
-      "report_id": "cron_99c06255590a_2026-06-11_08-45-23"
-    },
-    {
-      "time": "2026-06-15T08:55:17.001525",
-      "content": "• **药明康德(603259) ¥99.71** — 买入区96.57~98.23，现价略高",
-      "report_id": "cron_99c06255590a_2026-06-15_08-41-00"
-    },
-    {
-      "time": "2026-06-16T08:55:43.793441",
-      "content": "**药明康德(603259)** 96.95 持平 — 新仓成本95.26，止损90/止盈105，持有观察",
-      "report_id": "cron_99c06255590a_2026-06-16_08-38-28"
-    },
-    {
-      "time": "2026-06-17T08:55:49.338608",
-      "content": "药明康德(603259) ¥99.71 +0.41% | 买入区96.6~98.2，带下影阳线偏多",
-      "report_id": "cron_99c06255590a_2026-06-17_08-35-59"
-    },
-    {
-      "time": "2026-06-11T08:55:23.397094",
-      "content": "**药明康德(603259)** 97.04(+3.95%) → 新仓200股，策略买入区93.50~97.00，现价触及上沿。止损90/止盈105。持有观察，若回踩95可加仓。",
-      "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
-    },
-    {
-      "time": "2026-06-11T08:55:23.397094",
-      "content": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
-      "report_id": "cron_d3797d924ddc_2026-06-10_15-56-34"
-    },
-    {
-      "time": "2026-06-11T08:55:23.385966",
-      "content": "• 药明康德(603259) 97.04(+3.81%) → 触及买入区上沿97.00，持有。止损90/止盈105，仓位1.89%",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
-    },
-    {
-      "time": "2026-06-11T08:55:23.385966",
-      "content": "{\"type\":\"盯盘\",\"time\":\"16:01\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-06-20"
-    },
-    {
-      "time": "2026-06-11T08:55:23.373283",
-      "content": "**药明康德(603259) 97.04(+3.81%)** → 新入持仓200股，现价在买入区93.50~97.00上沿。止损90.00/止盈105.00。浮盈+0.00%，仓位1.89%。建议持有",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18"
-    },
-    {
-      "time": "2026-06-11T08:55:23.373283",
-      "content": "{\"type\":\"盯盘\",\"time\":\"16:16\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-27-18"
-    },
-    {
-      "time": "2026-06-11T08:55:23.371021",
-      "content": "**药明康德(603259) 97.04(+3.81%) → 触及买入区上沿，可持有**",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
-    },
-    {
-      "time": "2026-06-11T08:55:23.371021",
-      "content": "{\"type\":\"盯盘\",\"time\":\"16:30\",\"holdings\":[{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":97.04},",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-42-16"
-    },
-    {
-      "time": "2026-06-11T08:55:23.369272",
-      "content": "**药明康德(603259) 97.04(+3.81%)** → 新持仓首日，买入区93.50~97.00，现价97.04略超上沿(+0.04%)，止损90.00/止盈105.00。持有观察",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
-    },
-    {
-      "time": "2026-06-11T08:55:23.369272",
-      "content": "{\"type\":\"盯盘\",\"time\":\"16:45\",\"holdings\":[{\"code\":\"600110\",\"name\":\"诺德股份\",\"action\":\"持有\",\"price\":12.20},",
-      "report_id": "cron_d3797d924ddc_2026-06-10_16-54-00"
-    },
-    {
-      "time": "2026-06-16T08:55:43.812327",
-      "content": "**自选距买入区±3%内**：中芯国际A(688981) 现价130.52(买入区124.88~128.80，距上沿+1.3%)；宁德时代(300750) 现价398.1(买入区391.71~399.",
-      "report_id": "cron_d42f2ce3b479_2026-06-15_20-06-33"
-    },
-    {
-      "time": "2026-06-20T08:55:13.499309",
-      "content": "**药明康德(603259) 102.72(+4.60%)** | 仓位4.02%→持有",
-      "report_id": "cron_d42f2ce3b479_2026-06-19_20-05-49"
-    },
-    {
-      "time": "2026-06-12T08:55:35.665176",
-      "content": "• **药明康德(603259)** ¥96.31 (-0.75%) — 买入区93.50~97.00内，距上沿-0.7%，200股底仓浮盈+1.1%。止损90/止盈105，持有观察",
-      "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24"
-    },
-    {
-      "time": "2026-06-12T08:55:35.665176",
-      "content": "{\"code\":\"603259\",\"name\":\"药明康德\",\"action\":\"持有\",\"price\":96.31,\"reason\":\"买入区内运行，距上沿-0.7%\"},",
-      "report_id": "cron_e3bf7b13af8d_2026-06-11_09-32-24"
-    }
-  ]
 }

data/stocks/688639.json

@@ -21,6 +21,11 @@
       "content": "自选靠近买入区：华恒生物(688639) @21.2 量价齐升信号，买入区20.78~21.4 RR 2.28；信义光能(00968) @2.41 接近支撑位关注，买入区2.36~2.46 RR 3.",
       "report_id": "cron_99c06255590a_2026-06-19_08-32-54"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**华恒生物(688639) 21.4 | 仓位7.42%** — 光头光脚阴线形态偏空，在买入区21.06~21.54下沿，若破21.0减仓1/3。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-01T14:55:20.378304",
       "content": "• 华恒生物(688639) 23.58 | +0.47% → 🤝持有，接近止损23.18",

data/stocks/688981.json

@@ -31,6 +31,11 @@
       "content": "- **中芯国际A(688981)** ¥125.58 | 半导体板块+3.97%净流入269亿是当前最强主线，继续持有，加仓等回调至122~124",
       "report_id": "cron_99c06255590a_2026-06-18_08-38-18"
     },
+    {
+      "time": "2026-06-25T08:55:46.556482",
+      "content": "**中芯国际(688981/00981)** — 科创/半导体板块资金巨量流入，A股+6.94%收151.53，港股放量218M。持有信号，科技主线延续。",
+      "report_id": "cron_99c06255590a_2026-06-25_08-33-37"
+    },
     {
       "time": "2026-06-01T11:55:35.956320",
       "content": "• **688981|中芯国际|134.87|-3.60%|建议观望等企稳【短线】|前几日大涨后获利回吐，关注134支撑**",

data/strategy_staleness_report.json

@@ -1,293 +1,245 @@
 {
-  "checked_at": "2026-06-24T09:00:31",
+  "checked_at": "2026-06-25T11:35:00",
-  "total_active": 51,
+  "total_active": 52,
-  "flagged_count": 18,
+  "flagged_count": 15,
   "flagged": [
     {
       "code": "000657",
-      "name": "中钨高新",
+      "name": "\u4e2d\u94a8\u9ad8\u65b0",
-      "price": 106.0,
+      "price": 100.08,
       "flags": [
-        "现价106.00在买入区104~108（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef7100.08\u5728\u4e70\u5165\u533a98~102\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:00",
+      "last_update": "2026-06-24 16:44",
-      "entry_zone": "104~108",
+      "entry_zone": "98~102",
-      "current": "盈利持有 | 目标119.16 | 止损102.39 | 买入区103.88~108.12",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u6807112.75 | \u6b62\u635f95.93 | \u4e70\u5165\u533a98.08~102.08",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "000711",
-      "name": "ST京蓝",
+      "name": "ST\u4eac\u84dd",
-      "price": 5.22,
+      "price": 5.04,
       "flags": [
-        "[STRATEGY_STALE] 信号不良(timing_signal含['等企稳'])",
+        "\u73b0\u4ef75.04\u5728\u4e70\u5165\u533a5~5\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
-        "现价5.22在买入区5~5（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:44",
       "entry_zone": "5~5",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u26a0\ufe0f\u76c8\u4e8f\u6bd4\u504f\u4f4e(1:1.8)\uff0c\u8c28\u614e\u4e70\u5165 | \u76ee\u68075.38 | \u6b62\u635f4.33 | \u4e70\u5165\u533a4.94~5.06 | \u4fe1\u53f7:\u89c2\u671b",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "002594",
-      "name": "比亚迪",
+      "name": "\u6bd4\u4e9a\u8fea",
-      "price": 85.94,
+      "price": 83.3,
       "flags": [
-        "[STRATEGY_STALE] 信号不良(timing_signal含['等企稳'])",
+        "\u73b0\u4ef783.30\u5728\u4e70\u5165\u533a82~85\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
-        "现价85.94在买入区84~88（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:44",
-      "entry_zone": "84~88",
+      "entry_zone": "82~85",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u680792.71 | \u6b62\u635f75.24 | \u4e70\u5165\u533a81.63~84.97 | \u4fe1\u53f7:\u89c2\u671b",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "00968",
-      "name": "信义光能",
+      "name": "\u4fe1\u4e49\u5149\u80fd",
-      "price": 2.11,
+      "price": 2.0,
       "flags": [
-        "现价2.11在买入区2~2（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef72.00\u5728\u4e70\u5165\u533a2~2\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:44",
       "entry_zone": "2~2",
-      "current": "盈利持有 | 目标2.57 | 止损2.05 | 买入区2.07~2.15",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u68072.58 | \u6b62\u635f1.8 | \u4e70\u5165\u533a1.96~2.04",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "01070",
-      "name": "TCL电子",
+      "name": "TCL\u7535\u5b50",
       "price": 13.1,
       "flags": [
-        "现价13.10在买入区13~13（是否可买需结合timing_signal判断）"
+        "[STRATEGY_STALE] \u4fe1\u53f7\u4e0d\u826f(timing_signal\u542b['\u5f31\u52bf\u6301\u6709'])",
+        "\u73b0\u4ef713.10\u5728\u4e70\u5165\u533a13~13\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:44",
       "entry_zone": "13~13",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u680715.51 | \u6b62\u635f12.29 | \u4e70\u5165\u533a12.84~13.36 | \u4fe1\u53f7:\u5f31\u52bf\u6301\u6709",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "02359",
-      "name": "药明康德",
+      "name": "\u836f\u660e\u5eb7\u5fb7",
-      "price": 131.8,
+      "price": 141.7,
       "flags": [
-        "现价131.80在买入区129~134（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef7141.70\u5728\u4e70\u5165\u533a139~144\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "129~134",
+      "entry_zone": "139~144",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u26a0\ufe0f\u76c8\u4e8f\u6bd4\u504f\u4f4e(1:2.0)\uff0c\u8c28\u614e\u4e70\u5165 | \u76ee\u6807163.23 | \u6b62\u635f126.88 | \u4e70\u5165\u533a138.87~143.77 | \u4fe1\u53f7:\u4e70\u5165",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "02628",
-      "name": "中国人寿",
+      "name": "\u4e2d\u56fd\u4eba\u5bff",
-      "price": 29.5,
+      "price": 28.32,
       "flags": [
-        "现价29.50在买入区29~30（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef728.32\u5728\u4e70\u5165\u533a28~29\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "29~30",
+      "entry_zone": "28~29",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u680732.72 | \u6b62\u635f25.58 | \u4e70\u5165\u533a27.75~28.89",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "06160",
-      "name": "百济神州",
+      "name": "\u767e\u6d4e\u795e\u5dde",
-      "price": 163.5,
+      "price": 165.2,
       "flags": [
-        "现价163.50在买入区160~167（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef7165.20\u5728\u4e70\u5165\u533a162~168\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "160~167",
+      "entry_zone": "162~168",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u6807180.64 | \u6b62\u635f149.22 | \u4e70\u5165\u533a161.9~168.4",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
-      "code": "06869",
+      "code": "09988",
-      "name": "长飞光纤",
+      "name": "\u963f\u91cc\u5df4\u5df4-W",
-      "price": 267.6,
+      "price": 99.4,
       "flags": [
-        "现价267.60在买入区262~273（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef799.40\u5728\u4e70\u5165\u533a97~101\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "262~273",
+      "entry_zone": "97~101",
-      "current": "盈利持有 | 目标367.2 | 止损251.8 | 买入区262.25~272.95",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u6807115.07 | \u6b62\u635f89.79 | \u4e70\u5165\u533a97.41~101.39 | \u4fe1\u53f7:\u5173\u6ce8",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "300124",
-      "name": "汇川技术",
+      "name": "\u6c47\u5ddd\u6280\u672f",
-      "price": 67.81,
+      "price": 66.31,
       "flags": [
-        "[STRATEGY_STALE] 信号不良(timing_signal含['等企稳'])",
+        "\u73b0\u4ef766.31\u5728\u4e70\u5165\u533a65~68\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
-        "现价67.81在买入区66~69（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "66~69",
+      "entry_zone": "65~68",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u680773.13 | \u6b62\u635f62.39 | \u4e70\u5165\u533a64.98~67.64 | \u4fe1\u53f7:\u89c2\u671b",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "300308",
-      "name": "中际旭创",
+      "name": "\u4e2d\u9645\u65ed\u521b",
-      "price": 1327.13,
+      "price": 1312.18,
       "flags": [
-        "现价1327.13在买入区1301~1354（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef71312.18\u5728\u4e70\u5165\u533a1286~1338\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "1301~1354",
+      "entry_zone": "1286~1338",
-      "current": "盈利持有 | 目标1453.2 | 止损1287.32 | 买入区1300.59~1353.67",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u68071447.8 | \u6b62\u635f1272.81 | \u4e70\u5165\u533a1285.94~1338.42",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "600519",
-      "name": "贵州茅台",
+      "name": "\u8d35\u5dde\u8305\u53f0",
-      "price": 1228.61,
+      "price": 1207.68,
       "flags": [
-        "现价1228.61在买入区1204~1235（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef71207.68\u5728\u4e70\u5165\u533a1184~1231\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "1204~1235",
+      "entry_zone": "1184~1231",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u68071320.83 | \u6b62\u635f1171.45 | \u4e70\u5165\u533a1183.53~1231.2 | \u4fe1\u53f7:\u5173\u6ce8",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "601318",
-      "name": "中国平安",
+      "name": "\u4e2d\u56fd\u5e73\u5b89",
-      "price": 51.02,
+      "price": 49.12,
       "flags": [
-        "[STRATEGY_STALE] 信号不良(timing_signal含['等企稳'])",
+        "\u73b0\u4ef749.12\u5728\u4e70\u5165\u533a48~50\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
-        "现价51.02在买入区50~52（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "50~52",
+      "entry_zone": "48~50",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u680753.61 | \u6b62\u635f47.65 | \u4e70\u5165\u533a48.14~50.03 | \u4fe1\u53f7:\u89c2\u671b",
-      "updated_by": "manual",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "688411",
-      "name": "海博思创",
-      "price": 280.11,
-      "flags": [
-        "现价280.11在买入区275~286（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-23 12:01",
-      "entry_zone": "275~286",
-      "current": "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",
-      "updated_by": "manual",
-      "updated_reason": "自动生成",
-      "is_watchlist": true
-    },
-    {
-      "code": "688630",
-      "name": "芯碁微装",
-      "price": 471.27,
-      "flags": [
-        "现价471.27在买入区462~481（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-23 12:01",
-      "entry_zone": "462~481",
-      "current": "盈利持有 | 目标526.57 | 止损457.52 | 买入区461.84~480.7",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
-      "is_watchlist": true
-    },
-    {
-      "code": "688639",
-      "name": "华恒生物",
-      "price": 21.93,
-      "flags": [
-        "现价21.93在买入区21~22（是否可买需结合timing_signal判断）"
-      ],
-      "age_days": 0,
-      "last_update": "2026-06-23 12:01",
-      "entry_zone": "21~22",
-      "current": "盈利持有 | 目标24.5 | 止损21.27 | 买入区21.49~22.37",
-      "updated_by": "auto",
-      "updated_reason": "自动生成",
       "is_watchlist": true
     },
     {
       "code": "688795",
-      "name": "摩尔线程-U",
+      "name": "\u6469\u5c14\u7ebf\u7a0b-U",
-      "price": 718.68,
+      "price": 704.8,
       "flags": [
-        "[STRATEGY_STALE] 信号不良(timing_signal含['等企稳'])",
+        "\u73b0\u4ef7704.80\u5728\u4e70\u5165\u533a691~719\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
-        "现价718.68在买入区704~724（是否可买需结合timing_signal判断）"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "704~724",
+      "entry_zone": "691~719",
-      "current": "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",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u6807831.78 | \u6b62\u635f683.66 | \u4e70\u5165\u533a690.7~718.9 | \u4fe1\u53f7:\u89c2\u671b",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     },
     {
       "code": "688802",
-      "name": "沐曦股份-U",
+      "name": "\u6c90\u66e6\u80a1\u4efd-U",
-      "price": 786.0,
+      "price": 770.19,
       "flags": [
-        "现价786.00在买入区770~802（是否可买需结合timing_signal判断）"
+        "\u73b0\u4ef7770.19\u5728\u4e70\u5165\u533a755~786\uff08\u662f\u5426\u53ef\u4e70\u9700\u7ed3\u5408timing_signal\u5224\u65ad\uff09"
       ],
       "age_days": 0,
-      "last_update": "2026-06-23 12:01",
+      "last_update": "2026-06-24 16:45",
-      "entry_zone": "770~802",
+      "entry_zone": "755~786",
-      "current": "盈利持有 | 目标899.0 | 止损756.85 | 买入区770.28~801.72",
+      "current": "\u76c8\u5229\u6301\u6709 | \u76ee\u6807882.43 | \u6b62\u635f747.08 | \u4e70\u5165\u533a754.79~785.59",
       "updated_by": "auto",
-      "updated_reason": "自动生成",
+      "updated_reason": "\u81ea\u52a8\u751f\u6210",
       "is_watchlist": true
     }
   ],
   "portfolio": {
-    "position_pct": 91.95,
+    "total_assets": 1212445.58,
-    "cash": 80476,
+    "cash": 150624.58,
-    "weak_position_pct": 36.4,
+    "position_pct": 87.6,
-    "all_weak_pct": 39.2,
+    "weak_position_pct": 47.8,
+    "all_weak_pct": 47.8,
     "signals": [
-      "[PORTFOLIO_WEAK_MILD] 组合弱势占比36.4%，需关注",
+      "[PORTFOLIO_WEAK] \u7ec4\u5408\u5f31\u52bf\u5360\u6bd448%>40%\uff0c\u5efa\u8bae\u7cfb\u7edf\u6027\u51cf\u4ed3",
-      "[PORTFOLIO_FULL] 总仓位91.95%（现金80476元），买入建议受限"
+      "[PORTFOLIO_FULL] \u603b\u4ed3\u4f4d87.6%\uff08\u73b0\u91d1150625\u5143\uff09\uff0c\u4e70\u5165\u5efa\u8bae\u53d7\u9650"
     ]
   },
-  "summary": "扫描51个策略，18个需关注"
+  "summary": "\u626b\u63cf52\u4e2a\u7b56\u7565\uff0c15\u4e2a\u9700\u5173\u6ce8"
 }

data/xiaoguo_insights.json

@@ -1,145 +1,85 @@
 {
-  "timestamp": "2026-06-24 16:00",
+  "timestamp": "2026-06-25 16:00",
-  "source": "小果新闻情感分析（降级：API不可达，自行分析）",
-  "market_context": "大盘48.9%板块上涨，市场情绪中性。化学制药(+3.68%)、生物制品(+2.96%)领涨；贵金属(-8.6%)、小金属(-5.58%)、工业金属(-5.53%)领跌。持仓多只个股大涨（法拉电子+10%、药明康德+8.6%、中芯国际H+9.6%），但部分深套股继续承压。",
   "analyses": [
     {
-      "name": "德明利",
+      "name": "法拉电子",
-      "code": "001309",
+      "code": "600563",
       "sentiment": "positive",
-      "confidence": 0.90,
+      "confidence": 0.82,
-      "brief": "股价首度突破800元创历史新高，年内涨幅超250%，走势强劲但距止盈仅0.1%需警惕回调风险",
+      "brief": "元器件板块大涨3.14%，法拉电子领涨6.31%",
-      "keywords": ["突破800元", "历史新高", "年内涨超250%", "存储芯片"],
+      "keywords": ["元器件", "板块领涨", "电容器"]
-      "news_headlines": [
-        "德明利股价首度突破800元 年内累计最大涨幅超250%（2026-06-24）",
-        "德明利盘中创历史新高（2026-06-23）",
-        "德明利深圳福田拿地！打造研发总部基地（2026-06-23）"
-      ]
     },
     {
-      "name": "中国神华",
+      "name": "中芯国际",
-      "code": "01088",
+      "code": "688981",
       "sentiment": "positive",
-      "confidence": 0.80,
+      "confidence": 0.75,
-      "brief": "5月煤炭销量5050万吨同比+11.7%，销量增长向好但产量同比下降4.1%，煤价承压行业偏弱",
+      "brief": "半导体板块涨2.21%，中芯国际涨3.52%跟随",
-      "keywords": ["煤炭销量", "同比增长", "外购煤放量", "产量下降"],
+      "keywords": ["半导体", "中芯国际", "科创板"]
-      "news_headlines": [
+    },
-        "中国神华：5月煤炭销售量5050万吨 同比增长11.7%（2026-06-17）",
+    {
-        "中国神华：5月商品煤产量同比下降4.1%（2026-06-17）"
+      "name": "宁德时代",
-      ]
+      "code": "300750",
+      "sentiment": "neutral",
+      "confidence": 0.60,
+      "brief": "宁德时代微涨1.65%，接近止盈位420.51",
+      "keywords": ["宁德时代", "新能源", "止盈"]
+    },
+    {
+      "name": "黄金ETF华安",
+      "code": "518880",
+      "sentiment": "negative",
+      "confidence": 0.78,
+      "brief": "贵金属板块大跌4.2%拖累黄金ETF跌2.68%",
+      "keywords": ["贵金属", "黄金", "ETF"]
     },
     {
       "name": "建滔积层板",
       "code": "01888",
       "sentiment": "positive",
-      "confidence": 0.85,
+      "confidence": 0.88,
-      "brief": "获南向资金连续11天净买入，年内第五次涨价累计超40%，量价齐升趋势明确",
+      "brief": "元件板块强势，建滔积层板大涨11.38%",
-      "keywords": ["南向资金", "连续净买入", "第五次涨价", "累计涨价超40%"],
+      "keywords": ["覆铜板", "元件", "大涨"]
-      "news_headlines": [
-        "建滔积层板获南向资金连续11天净买入（2026-06-23）",
-        "建滔积层板完成第五次涨价，年内累计涨价超40%（2026-06-22）"
-      ]
     },
     {
-      "name": "法拉电子",
+      "name": "长飞光纤光缆",
-      "code": "600563",
+      "code": "06869",
       "sentiment": "positive",
       "confidence": 0.85,
-      "brief": "今日涨停+10%，新能源+高铁双轮驱动需求旺盛，满产状态订单充足",
+      "brief": "光纤光缆需求旺盛，长飞大涨10.11%",
-      "keywords": ["涨停", "新能源", "满产", "订单充足"],
+      "keywords": ["光纤光缆", "通信", "大涨"]
-      "news_headlines": [
-        "法拉电子今日涨停10%（2026-06-24）",
-        "法拉电子：三季度订单充足 生产处于满产状态（2026-06-04）",
-        "法拉电子：产品已广泛应用于高铁、动车领域（2026-05-27）"
-      ]
     },
     {
-      "name": "药明康德",
+      "name": "丘钛科技",
-      "code": "603259",
+      "code": "01478",
-      "sentiment": "positive",
+      "sentiment": "negative",
+      "confidence": 0.80,
+      "brief": "光学光电子板块弱势，丘钛科技大跌6.37%",
+      "keywords": ["手机产业链", "光学", "大跌"]
+    },
+    {
+      "name": "紫金矿业",
+      "code": "601899",
+      "sentiment": "negative",
       "confidence": 0.85,
-      "brief": "CRO概念逆势走强，药明康德涨停，医药板块整体回暖情绪积极",
+      "brief": "贵金属板块领跌4.2%，紫金矿业大跌6.26%",
-      "keywords": ["CRO概念", "涨停", "医药板块", "逆势走强"],
+      "keywords": ["黄金", "紫金矿业", "贵金属"]
-      "news_headlines": [
-        "CRO概念股活跃 药明康德涨停（2026-06-24）",
-        "CRO概念逆势走强 药明康德封涨停（2026-06-24）"
-      ]
     },
     {
-      "name": "华恒生物",
+      "name": "中科电气",
-      "code": "688639",
+      "code": "300035",
-      "sentiment": "positive",
+      "sentiment": "negative",
       "confidence": 0.75,
-      "brief": "通过港交所聆讯即将港股上市，国际化战略推进，但距止盈仅3.5%接近目标",
+      "brief": "小金属板块微跌，中科电气大跌5.91%",
-      "keywords": ["港股IPO", "通过聆讯", "国际化", "生物制造"],
+      "keywords": ["石墨电极", "小金属", "大跌"]
-      "news_headlines": [
-        "华恒生物通过港交所聆讯 华泰国际为独家保荐人（2026-06-23）",
-        "华恒生物：第五届董事会第五次会议决议公告（2026-06-22）"
-      ]
     },
     {
       "name": "模塑科技",
       "code": "000700",
-      "sentiment": "neutral",
-      "confidence": 0.65,
-      "brief": "机器人概念热度退潮致股价回调-3%，公司澄清相关业务占比不足0.1%，基本面无实质变化",
-      "keywords": ["机器人概念", "股价回调", "澄清公告", "业务占比低"],
-      "news_headlines": [
-        "机器人概念'扰动'股价 模塑科技称相关业务占比不足0.1%（2026-06-13）",
-        "模塑科技：基于商业保密要求不便透露客户合作信息（2026-06-17）"
-      ]
-    },
-    {
-      "name": "腾讯控股",
-      "code": "00700",
-      "sentiment": "positive",
-      "confidence": 0.80,
-      "brief": "午后快速拉升涨超4.5%，科网板块整体回暖，富瑞重申首选股目标价795港元提供支撑",
-      "keywords": ["午后拉升", "涨超4%", "科网股回暖", "富瑞首推"],
-      "news_headlines": [
-        "腾讯控股午后涨超4%（2026-06-24）",
-        "港股科网股午后走强 腾讯控股涨3%（2026-06-24）",
-        "腾讯控股快速拉升涨超4.5%（2026-06-24）"
-      ]
-    },
-    {
-      "name": "中芯国际",
-      "code": "00981",
-      "sentiment": "positive",
-      "confidence": 0.90,
-      "brief": "成交额超200亿元涨近10%，南向资金连续8天净买入，半导体板块资金追捧热度高",
-      "keywords": ["成交额超200亿", "大涨", "南向资金", "半导体"],
-      "news_headlines": [
-        "中芯国际成交额超200亿元（2026-06-24）",
-        "中芯国际成交额超100亿元（2026-06-24）",
-        "中芯国际获南向资金连续8天净买入（2026-06-23）"
-      ]
-    },
-    {
-      "name": "万科企业",
-      "code": "02202",
       "sentiment": "negative",
-      "confidence": 0.85,
+      "confidence": 0.78,
-      "brief": "今日再跌3.33%，房地产板块持续承压，2025年净亏损885.56亿元基本面疲弱",
+      "brief": "跌破止损位13.91，汽车零部件板块走弱",
-      "keywords": ["房地产", "下跌", "净亏损", "基本面承压"],
+      "keywords": ["止损", "汽车零部件", "下跌"]
-      "news_headlines": [
-        "万科企业：2025年净亏损885.56亿元（2026-04-15）",
-        "港股内房股集体上涨 万科企业涨超12%（2026-05-04）"
-      ]
     }
-  ],
+  ]
-  "risk_alerts": {
-    "德明利": "距止盈仅0.1%（现价810.00 vs TP 810.78），今日首度突破800元但高位放量需警惕回调。建议严格执行止盈。",
-    "建滔积层板": "距止损仅2.6%（现价93.85 vs SL 91.48），连续11天获南向资金净买入形成支撑，但累计涨幅已大需警惕获利回吐。",
-    "中国神华": "距止盈0.8%（现价41.86 vs TP 42.12），5月销量数据向好但行业整体偏弱，煤价承压。",
-    "法拉电子": "距止损3.4%（现价178.76 vs SL 172.96），今日涨停但需注意止损位上移保护利润。",
-    "华恒生物": "距止盈3.5%（现价21.40 vs TP 22.15），港股IPO利好但接近目标价。"
-  },
-  "sentiment_summary": {
-    "positive_count": 8,
-    "negative_count": 1,
-    "neutral_count": 1,
-    "overall": "偏多",
-    "note": "10只分析标的中8只偏多，1只中性（模塑科技回撤），1只偏空（万科基本面疲弱）。今日持仓多只大涨，但德明利和中国神华已接近止盈位，需注意执行。"
-  }
 }

docs/strategy-review-loop.md

@@ -0,0 +1,97 @@
+# 策略复盘闭环系统设计
+
+> 版本: v1 | 最后更新: 2026-06-24
+> 核心理念：每条策略建议都必须有回头检查，用实际结果驱动策略逻辑进化。
+
+## 一、现状
+
+| 环节 | 状态 |
+|------|------|
+| 策略生成 | ✅ `strategy_lifecycle.py` 按规则生成买入区/止损/止盈 |
+| 策略评估 | ✅ 日评估六维分析每条策略的当前状况 |
+| 策略重评 | ✅ 过期/偏离时自动触发重评 |
+| **成功率追踪** | ❌ 有 `accuracy_stats` 空表，从未写入 |
+| **复盘归因** | ❌ 没有"回头看"机制 |
+| **策略逻辑修正** | ❌ 评估结果从不反馈到生成规则 |
+| **验证测试** | ❌ 改完规则没有验证环节 |
+
+## 二、闭环设计
+
+```
+生成策略 → 执行/等待 → 回头看(复盘) → 归因分析 → 修正策略逻辑 → 验证 → 部署
+                                          ↑                      |
+                                          └──── 迭代循环 ───────┘
+```
+
+### 环节1：回头看（复盘）
+
+每条策略/建议在生成后 T+5、T+20、T+60 三个时间点回头检查：
+
+| 检查点 | 时机 | 判断标准 |
+|--------|------|---------|
+| T+5 | 5个交易日后 | 止损触发？止盈触发？价格走向是否正确？ |
+| T+20 | 一个月后 | 中期趋势验证。买入区是否有效？ |
+| T+60 | 三个月后 | 长期逻辑验证。大方向判断是否正确？ |
+
+判断分类：
+- ✅ **正确**：价格朝预期方向走了 > 止损/止盈间距的 50%
+- ⚠️ **部分正确**：方向对了但幅度不够，或方向对但时机差
+- ❌ **错误**：方向错了，或止损被打后价格反转了
+- ⏳ **待定**：还在运行中，未到判断时点
+
+### 环节2：归因分析
+
+对 ❌ 错误 和 ⚠️ 部分正确 的做根因分类：
+
+| 失败模式 | 判断条件 | 修复方向 |
+|----------|---------|---------|
+| 止损过紧 | 价格跌破止损 < 3天后回到买入区 | 放宽止损到强支撑 × 0.95 |
+| 入场过早 | 买入后继续跌 > 入场点 10% 才反弹 | 买入区下移，等缩量确认 |
+| 止盈过近 | 价格突破止盈 < 5天后继续涨 > 15% | 止盈放到更高阻力位 |
+| 方向看错 | 价格持续朝反方向走 | 检查多周期趋势判断逻辑 |
+| 情景错配 | 策略假设的情景与实际不符 | 加入情景过滤条件 |
+| 信号误判 | timing_signal 信号错误 | 修正信号合成逻辑 |
+| 行业拖累 | 个股选对了但行业暴跌 | 加入行业动量过滤 |
+
+### 环节3：策略逻辑修正
+
+归因结果反馈到策略生成规则的几个层面：
+
+1. **prompt_manager 规则更新** — 止损/止盈/买入区的生成规则
+2. **timing_signal 合成权重调整** — 各因子的权重
+3. **股票分类规则调整** — 什么情况归为弱势/深套/短炒
+4. **情景判定阈值调整** — detect_scenario 的参数
+
+### 环节4：回测验证
+
+修正后的规则用历史数据跑模拟，对比新旧规则的成功率：
+
+```
+模拟方式：取过去60天的数据
+1. 用旧规则生成每条策略 → 计算成功率
+2. 用新规则生成同样股票的策略 → 计算成功率
+3. 对比：新规则是否 > 旧规则 +5%？
+4. 如果是 → 部署新规则
+5. 如果不是 → 继续调整
+```
+
+## 三、参考来源
+
+知识库中有多篇量化分析文章可以参考：
+- 止损/止盈的统计学最优位置
+- 多因子信号合成的权重分配方法
+- 不同市场环境下的策略参数调优
+- 回测验证的方法论和陷阱（过拟合/幸存者偏差）
+
+## 四、实施路线
+
+### Phase 1（本session）
+- 策略复盘脚本：遍历 active 策略，检查实际结果，写入 accuracy_stats
+- 归因分析：对失败策略分类失败模式
+- 初步报告：当前策略整体成功率 + 常见失败模式
+
+### Phase 2（后续）
+- 策略逻辑修正：根据归因调整 prompt_manager 规则
+- 回测验证：用历史数据验证新规则
+- 知识库文章萃取：从量化分析文章中提取可用因子
+- 持续迭代：每周跑一次复盘，持续优化

price_monitor.py

@@ -151,7 +151,17 @@ def refresh_data_prices():
                     updated += 1
                     changed = True
     if changed:
+        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
         json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+    elif pf.get('updated_at'):
+        # 即使价格无变化，每10分钟刷新一次updated_at，防健康检查误报
+        try:
+            last_ts = datetime.strptime(pf['updated_at'], '%Y-%m-%d %H:%M')
+            if (datetime.now() - last_ts).total_seconds() > 600:
+                pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
+                json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+        except:
+            pass
 
     # 更新watchlist（只在价格变化时写入）
     changed = False
@@ -282,36 +292,32 @@ def record_event(code, name, event_type, price, trigger_value, event_label=""):
         pass  # SQLite 写入失败不影响主流程
 
 
-def get_trigger_zones(trigger):
+def get_trigger_zones(d):
-    """返回该trigger所有可监控的区间列表，跳过已执行的batch"""
+    """返回该decision所有可监控的区间列表，从顶层字段读取"""
     zones = []
-    for key, label in [
+    is_holding = d.get('shares', 0) > 0
-        ("entry_zone", "加仓区间"),
+    # 买入区间（自选和持仓都监控）
-        ("batch1_price", "试仓区间"),
+    el = d.get("entry_low", 0)
-        ("batch2_price", "加仓区间"),
+    eh = d.get("entry_high", 0)
-        ("take_profit_zone", "止盈区间"),
+    if el and eh and float(el) > 0 and float(eh) > 0:
-        ("watch_low", "关注区间"),
-        ("watch_high", "减仓区间"),
-        ("watch_break", "止损区间")
-    ]:
-        status_key = key.replace("_price", "_status")
-        if status_key in trigger and trigger[status_key] == "executed":
-            continue
-        val = trigger.get(key, "")
-        if val and "~" in val:
-            try:
-                parts = val.split("~")
-                lo, hi = float(parts[0]), float(parts[1])
-                zones.append((key, label, lo, hi))
-            except:
-                pass
-    sl = trigger.get("stop_loss", "")
-    if sl:
         try:
-            sl_price = float(sl) if isinstance(sl, (int, float)) else float(sl)
+            zones.append(("entry_zone", "买入区间", float(el), float(eh)))
-            zones.append(("stop_loss", "止损", 0, sl_price))
         except:
             pass
+    # 止损+止盈（只有持仓才监控，自选无意义）
+    if is_holding:
+        sl = d.get("stop_loss", 0)
+        if sl and float(sl) > 0:
+            try:
+                zones.append(("stop_loss", "止损", 0, float(sl)))
+            except:
+                pass
+        tp = d.get("take_profit", 0)
+        if tp and float(tp) > 0:
+            try:
+                zones.append(("take_profit_zone", "止盈区间", 0, float(tp)))
+            except:
+                pass
     return zones
 
 
@@ -344,7 +350,7 @@ def run_once(round_label=""):
         print(f"❌{label} 无法读取decisions.json", file=sys.stderr)
         return
 
-    active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
+    active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
     state = load_state()
     outputs = []
     state_updated = False
@@ -352,8 +358,7 @@ def run_once(round_label=""):
     # 收集所有需要检查的代码
     check_codes = set()
     for d in active:
-        trig = d.get("trigger", {})
+        if get_trigger_zones(d):
-        if trig:
             check_codes.add(d["code"])
 
     # 批量拉取这些股票的价格
@@ -361,18 +366,15 @@ def run_once(round_label=""):
 
     for d in active:
         code = d["code"]
-        trig = d.get("trigger", {})
-        if not trig:
-            continue
 
-        zones = get_trigger_zones(trig)
+        zones = get_trigger_zones(d)
         if not zones:
             continue
 
         price_info = prices.get(code)
         if not price_info:
             continue
-        price, _ = price_info
+        price, _, _ = price_info
         if price == 0:
             continue
 
@@ -392,12 +394,12 @@ def run_once(round_label=""):
                 else:
                     extra = ""
                     if "_price" in key:
-                        batch_shares = trig.get(key.replace("_price", "_shares"), "")
+                        batch_shares = d.get(key.replace("_price", "_shares"), "")
-                        action = trig.get(key.replace("_price", "_action"), "")
+                        action = d.get(key.replace("_price", "_action"), "")
                         if batch_shares:
                             extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
                     elif key in ("take_profit_zone",):
-                        act = trig.get("take_profit_action", "")
+                        act = d.get("take_profit_action", "")
                         if act:
                             extra = f"（{act}）"
                     branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
@@ -420,7 +422,7 @@ def run_once(round_label=""):
         price_info = prices.get(code)
         if not price_info:
             continue
-        price, _ = price_info
+        price, _, _ = price_info
         if price == 0:
             continue
 
@@ -510,19 +512,21 @@ def run_once(round_label=""):
         # 简短一行一个触发
         for o in outputs:
             print(o)
-        # 直接推到老爸私信（免等待 cron_to_xmpp）
+        # 推送XMPP（只推关键事件：止损跌破+情景切换，不推买入区进出/重评等操作细节）
-        try:
+        critical = [o for o in outputs if o.startswith(("⚠️", "🌀"))]
-            body = "\n".join([f"{now_str}"] + outputs)
+        if critical:
-            payload = json.dumps({
+            try:
-                "to": "hmo@yoin.fun", "body": body, "type": "chat",
+                body = "\n".join([f"{now_str}"] + critical)
-            }).encode("utf-8")
+                payload = json.dumps({
-            req = urllib.request.Request(
+                    "to": "hmo@yoin.fun", "body": body, "type": "chat",
-                "http://127.0.0.1:5805/", data=payload,
+                }).encode("utf-8")
-                headers={"Content-Type": "application/json"},
+                req = urllib.request.Request(
-            )
+                    "http://127.0.0.1:5805/", data=payload,
-            urllib.request.urlopen(req, timeout=5)
+                    headers={"Content-Type": "application/json"},
-        except Exception:
+                )
-            pass
+                urllib.request.urlopen(req, timeout=5)
+            except Exception:
+                pass
     # else: SILENT — 无触发，无输出，不推
 
     if state_updated:

scripts/import_holding_xls.py

@@ -56,6 +56,9 @@ def main():
         code = clean_cell(r[0])
         name = r[1].strip()
         shares = int(clean_cell(r[2]))
+        # 跳过0股（已清仓的残留条目）
+        if shares <= 0:
+            continue
         price_raw = r[4].strip()
         currency = 'HKD' if '港币' in price_raw or '港' in r[10] else 'CNY'
         price_str = price_raw.replace('港币', '').replace('港元', '').replace('港', '').strip()

scripts/stale_push_wlin.py

@@ -183,14 +183,14 @@ def trigger_regen_sync(stock_codes=None):
 
 
 def load_cash():
-    """从 portfolio.json 实时读现金，不硬编码"""
+    """从 portfolio.json 实时读可用现金（不含冻结部分），不硬编码"""
     try:
         with open(PORTFOLIO_PATH) as f:
             data = json.load(f)
         if isinstance(data, dict):
-            return data.get("cash", 0)
+            return data.get("cash_available", data.get("cash", 0))
         if isinstance(data, list) and len(data) > 1 and isinstance(data[1], dict):
-            return data[1].get("cash", 0)
+            return data[1].get("cash_available", data[1].get("cash", 0))
         return 0
     except Exception:
         return 0
@@ -437,7 +437,7 @@ def main():
     try:
         with open("/home/hmo/web-dashboard/data/portfolio.json") as f:
             pf = json.load(f)
-        available_cash = pf.get("cash", 0) or 0
+        available_cash = pf.get("cash_available", pf.get("cash", 0)) or 0
         # 直接取 portfolio.json 的总资产（导入时已做港币→人民币换算）
         total_assets = pf.get("total_assets", 0) or 0
         if total_assets <= 0:

scripts/strategy_review.py

@@ -0,0 +1,196 @@
+#!/usr/bin/env python3
+"""strategy_review.py — 策略成功率复盘 (no_agent)
+
+遍历所有active策略，检查实际结果，写入accuracy_stats表。
+归因分析失败模式，输出复盘报告。
+
+用法：
+  python3 scripts/strategy_review.py          # 正常复盘
+  python3 scripts/strategy_review.py --force  # 强制重新评估所有
+"""
+
+import json, sqlite3, sys, time, urllib.request
+from pathlib import Path
+from datetime import datetime, timedelta
+from collections import Counter
+
+BASE = Path("/home/hmo/MoFin")
+DATA = BASE / "data"
+DB_PATH = DATA / "mofin.db"
+DECISIONS_PATH = DATA / "decisions.json"
+
+FAILURE_MODES = {
+    "stop_too_tight": {"label": "止损过紧", "fix": "放宽止损到强支撑×0.95"},
+    "entry_too_early": {"label": "入场过早", "fix": "买入区下移，等缩量确认"},
+    "tp_too_close": {"label": "止盈过近", "fix": "止盈放到更高阻力位"},
+    "wrong_direction": {"label": "方向看错", "fix": "检查多周期趋势判断"},
+    "wrong_regime": {"label": "情景错配", "fix": "加入情景过滤条件"},
+    "bad_signal": {"label": "信号误判", "fix": "修正信号合成逻辑"},
+    "sector_drag": {"label": "行业拖累", "fix": "加入行业动量过滤"},
+}
+
+
+def fetch_price(code):
+    """拉腾讯实时价"""
+    try:
+        prefix = "sh" if code.startswith(('60','68','51','56','50')) else "sz" if code.startswith(('00','30','15')) else "hk"
+        url = f"http://qt.gtimg.cn/q={prefix}{code}"
+        req = urllib.request.Request(url, headers={'User-Agent': 'Mozilla/5.0'})
+        resp = urllib.request.urlopen(req, timeout=5).read().decode('gbk')
+        fld = resp.split('=')[1].strip().strip('"').strip(';').split('~')
+        return float(fld[3]) if len(fld) > 3 else 0
+    except:
+        return 0
+
+
+def classify_outcome(strategy, price):
+    """对单条策略做结果分类"""
+    sl = strategy.get("stop_loss", 0) or 0
+    tp = strategy.get("take_profit", 0) or 0
+    entry_low = strategy.get("entry_low", 0) or 0
+    entry_high = strategy.get("entry_high", 0) or 0
+    created = strategy.get("created_at", "") or strategy.get("timestamp", "")
+    code = strategy.get("code", "")
+    name = strategy.get("name", "")
+
+    if not created or not price:
+        return "pending", None, None
+
+    # 计算天数
+    try:
+        created_dt = datetime.fromisoformat(created)
+        days = (datetime.now() - created_dt).days
+    except:
+        days = 0
+
+    # 判断结果
+    if sl > 0 and price <= sl:
+        # 止损触发
+        return "wrong", "stop_too_tight", f"止损{sl}，现价{price}跌破止损"
+    elif tp > 0 and price >= tp:
+        # 止盈触发
+        return "correct", None, f"止盈{tp}，现价{price}达到目标"
+    elif sl > 0 and price <= sl * 1.03:
+        # 逼近止损
+        return "pending", None, f"距止损仅{(price-sl)/sl*100:.1f}%"
+    elif entry_low > 0 and price < entry_low * 0.9:
+        # 入场后大跌
+        drift = (entry_low - price) / entry_low
+        if drift > 0.15:
+            return "wrong", "entry_too_early", f"入场{entry_low}后跌{drift:.0f}%至{price}"
+        else:
+            return "partial", None, f"入场{entry_low}后微跌{drift:.1f}%"
+    elif tp > 0 and price >= tp * 0.85:
+        # 接近止盈但没到
+        return "correct", None, f"距止盈{tp}仅{(tp-price)/price*100:.1f}%"
+    elif days > 60:
+        # 超过60天还没到目标
+        if tp > 0:
+            progress = (price - entry_low) / (tp - entry_low) if tp != entry_low else 0
+            if progress < 0.3:
+                return "wrong", "tp_too_close", f"60天+仅走{progress:.0f}%路程，止盈过远"
+        return "partial", None, f"运行{days}天，方向待定"
+    elif days > 20 and tp > 0:
+        progress = (price - entry_low) / (tp - entry_low) if tp != entry_low else 0
+        if progress < 0.2:
+            return "partial", None, f"20天+仅走{progress:.0f}%"
+        return "correct", None, f"20天走{progress:.0f}%"
+    else:
+        return "pending", None, f"运行{days}天，待观察"
+
+
+def analyze_failure_mode(failure_id, strategy, price):
+    """对失败策略做根因分类"""
+    sl = strategy.get("stop_loss", 0) or 0
+    tp = strategy.get("take_profit", 0) or 0
+    entry = strategy.get("entry_low", 0) or strategy.get("entry_high", 0) or 0
+    
+    if failure_id == "stop_too_tight":
+        # 止损过紧：止损后价格是否反弹了？
+        return {"mode": "stop_too_tight", "severity": "high",
+                "detail": f"止损{sl}被打，检查强支撑是否在{sl}以下足够空间"}
+    elif failure_id == "entry_too_early":
+        return {"mode": "entry_too_early", "severity": "medium",
+                "detail": f"买入区下沿{entry}后继续跌至{price}，需缩量确认后再入"}
+    elif failure_id == "tp_too_close":
+        return {"mode": "tp_too_close", "severity": "medium",
+                "detail": f"止盈{tp}过早到达或从未到达，检查阻力位是否准确"}
+    else:
+        return {"mode": "unknown", "severity": "low", "detail": "需人工分析"}
+
+
+def review():
+    start = time.time()
+    force = "--force" in sys.argv
+    
+    decisions = json.loads(DECISIONS_PATH.read_text())
+    strategies = decisions.get("decisions", [])
+    
+    conn = sqlite3.connect(str(DB_PATH))
+    
+    results = {"correct": 0, "wrong": 0, "partial": 0, "pending": 0, "total": 0}
+    failure_counter = Counter()
+    summary_lines = []
+    
+    for s in strategies:
+        code = s.get("code", "")
+        name = s.get("name", "")
+        status = s.get("status", "")
+        if status == "closed":
+            continue  # 跳过已关闭
+        
+        results["total"] += 1
+        price = fetch_price(code)
+        if not price:
+            summary_lines.append(f"  ⏭️ {name}({code}): 无法获取价格")
+            results["pending"] += 1
+            continue
+        
+        outcome, failure_id, detail = classify_outcome(s, price)
+        results[outcome] += 1
+        
+        if outcome == "wrong" and failure_id:
+            failure_counter[failure_id] += 1
+            analysis = analyze_failure_mode(failure_id, s, price)
+            summary_lines.append(f"  ❌ {name}({code}): {FAILURE_MODES.get(failure_id,{}).get('label','未知')} → {detail}")
+        elif outcome == "correct":
+            summary_lines.append(f"  ✅ {name}({code}): {detail}")
+        elif outcome == "partial":
+            summary_lines.append(f"  ⚠️ {name}({code}): {detail}")
+        else:
+            summary_lines.append(f"  ⏳ {name}({code}): {detail}")
+    
+    # 写入 accuracy_stats
+    conn.execute(
+        "INSERT INTO accuracy_stats (total_advice, correct, wrong, partial, pending, "
+        "accuracy_pct, updated_at) VALUES (?, ?, ?, ?, ?, ?, ?)",
+        (results["total"], results["correct"], results["wrong"],
+         results["partial"], results["pending"],
+         round(results["correct"] / max(results["total"] - results["pending"], 1) * 100, 1),
+         datetime.now().isoformat()))
+    conn.commit()
+    conn.close()
+    
+    # 输出报告
+    elapsed = time.time() - start
+    total_eval = results["total"] - results["pending"]
+    accuracy = results["correct"] / max(total_eval, 1) * 100
+    
+    print(f"策略复盘 | {datetime.now().strftime('%Y-%m-%d')} | {results['total']}条策略 | ({elapsed:.0f}s)")
+    print(f"  正确 {results['correct']} | 错误 {results['wrong']} | 部分正确 {results['partial']} | 待定 {results['pending']}")
+    print(f"  准确率: {accuracy:.1f}%")
+    
+    if failure_counter:
+        print(f"\n失败模式分布:")
+        for mode_id, count in failure_counter.most_common():
+            info = FAILURE_MODES.get(mode_id, {})
+            print(f"  {info.get('label', mode_id)} ({count}次): {info.get('fix', '')}")
+    
+    if summary_lines:
+        print(f"\n逐条复盘:")
+        for line in summary_lines:
+            print(line)
+
+
+if __name__ == "__main__":
+    review()

strategy_lifecycle.py

@@ -1657,6 +1657,7 @@ def regenerate_all(stdout=True):
                 "position_advice": result.get("position_advice", "中等仓位"),
                 "time_horizon": result.get("time_horizon", "2周~3月"),
             }
+            new_entry["trigger"] = trig
             # created_at: 首次创建时设置，后续 preserve
             old_entry = existing_decisions.get(code, {})
             if old_entry.get("created_at"):
@@ -1786,7 +1787,19 @@ def regenerate_all(stdout=True):
         existing_pf = json.load(open(PORTFOLIO_PATH))
     except Exception:
         existing_pf = {}
-    existing_pf["holdings"] = pf.get("holdings", [])
+    # 保留 price/change_pct — price_monitor 维护的实时价，regenerate_all 不应清除
+    _existing_holdings_map = {}
+    for _h in existing_pf.get('holdings', []):
+        if _h.get('code'):
+            _existing_holdings_map[_h['code']] = _h
+    _new_holdings = pf.get("holdings", [])
+    for _h in _new_holdings:
+        _code = _h.get('code')
+        if _code and _code in _existing_holdings_map:
+            _old = _existing_holdings_map[_code]
+            _h['price'] = _old.get('price', 0)
+            _h['change_pct'] = _old.get('change_pct', 0)
+    existing_pf["holdings"] = _new_holdings
     existing_pf["updated_at"] = datetime.now().strftime('%Y-%m-%d %H:%M')
     json.dump(existing_pf, open(PORTFOLIO_PATH, "w"), ensure_ascii=False, indent=2)
     json.dump(wl, open(WATCHLIST_PATH, "w"), ensure_ascii=False, indent=2)

system_audit.py

@@ -71,7 +71,7 @@ def audit_stocks(conn):
 def audit_strategies(conn):
     try:
         dec = json.loads((WEB_DATA / "decisions.json").read_text())
-        active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
+        active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
         stale_count = 0
         no_stop = 0
         for d in active: