fix: 不构成操作建议不推XMPP+代码降级改报错+LLM失败=None

scripts/per_stock_reassess.py

@@ -457,15 +457,15 @@ def main():
                         _full_analysis_text = _llm_out
                         print(f"  ✅ LLM12维分析完成({len(_full_analysis_text)}字)", flush=True)
                     except Exception as _e:
-                        print(f"  LLM调用失败: {_e}，使用代码降级", file=__import__('sys').stderr)
-                        _full_analysis_text = _build_full_analysis(code, entry, result)
+                        print(f"  ❌ LLM12维分析失败: {_e}", file=__import__('sys').stderr)
+                        _full_analysis_text = None
 
                     # 保存到DB
                     _fa_conn = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
                     _fa_conn.execute("UPDATE holding_strategies SET full_analysis=?, reassessed_at=? WHERE code=? AND status='active'", (_full_analysis_text, __import__('datetime').datetime.now().isoformat(), code))
                     _fa_conn.commit()
                     _fa_conn.close()
-                    print(f"  ✅ 完整九维分析已保存({len(_full_analysis_text)}字)")
+                    print(f"  ✅ 完整12维分析已保存({len(_full_analysis_text)}字)" if _full_analysis_text else f"  ⚠️ 12维分析未完成，跳过保存")
                     print(f"  [DB] holding_strategies 已更新: {code}")
                     # 从LLM输出提取信号
                     if _full_analysis_text and '【综合结论】' in _full_analysis_text:

scripts/price_monitor.py

@@ -435,10 +435,7 @@ def run_once(round_label=""):
                                     outputs.append(f"  📨 区间触发重评→已推送Dad: {action}")
                             else:
                                 reason = f"重评结果:{timing_signal}，不构成操作建议"
-                                if _can_push(code, key + "_note"):
-                                    msg = f"📋 {name}({code}) 价{price}→{zone_desc}，{reason}"
-                                    push_to_xmpp(msg)
-                                outputs.append(f"  📨 区间触发→已推送说明: {reason}")
+                                outputs.append(f"  📋 本地日志(不推): {reason}")
                     except Exception as e:
                         outputs.append(f"  ⚠️ 区间重评失败: {e}")
                 state[code][key] = True