stale_push_wlin: 按Dad确认流程重构推送逻辑

1. 加重评冷却(4小时)— 查holding_strategies.updated_at
2. 修zone_notes早退bug — 有区间说明时不静默退出
3. zone_notes冷却30分→4小时(匹配重评冷却)
4. 标题自适应:有推荐→自选买入提醒 | 仅区间提醒→操作区间提醒
5. 区间说明格式:'进入操作区间,但重评结果:x'
6. 操作建议标题只在有可操作项时显示
7. has_actionable判定改用实际lines内容
This commit is contained in:
知微
2026-07-09 10:33:50 +08:00
parent a147085f1a
commit c745f1318a
22 changed files with 3452 additions and 1315 deletions
+60 -20
View File
@@ -1,6 +1,6 @@
{
"last_updated": "2026-07-08 15:41",
"total_candidates": 34,
"last_updated": "2026-07-09 10:32",
"total_candidates": 35,
"sectors_analyzed_today": [
"半导体",
"金属新材料",
@@ -1352,18 +1352,18 @@
"code": "002371",
"name": "北方华创",
"sector": "半导体",
"xiaoguo_score": 8.0,
"xiaoguo_reason": "平台型半导体设备龙头,覆盖刻蚀/沉积/清洗等全环节,业绩确定性高。板块资金净流入主力承接标的,估值处于历史中低位区间。",
"xiaoguo_score": 8,
"xiaoguo_reason": "半导体设备平台型龙头,订单饱满且国产替代核心受益者,技术面处于箱体震荡下沿,具备较高安全边际与弹性。",
"xiaoguo_strategy": {
"entry_range": "295-305元",
"stop_loss": "282元",
"target": "340-355元"
"entry_range": "280-290元",
"stop_loss": "265元",
"target": "330-350元"
},
"verified_price": 795.78,
"verified_change": -0.97,
"verified_price": 826.0,
"verified_change": 2.95,
"added_at": "2026-07-07 12:12",
"last_updated": "2026-07-07 13:19",
"num_observations": 2,
"last_updated": "2026-07-09 10:07",
"num_observations": 3,
"score_history": [
{
"date": "2026-07-07 12:12",
@@ -1372,6 +1372,10 @@
{
"date": "2026-07-07 13:19",
"score": 8.0
},
{
"date": "2026-07-09 10:07",
"score": 8
}
],
"zhiwei_star": null,
@@ -1388,18 +1392,18 @@
"code": "688012",
"name": "中微公司",
"sector": "半导体",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "刻蚀设备国产替代核心标的,订单饱满,AI/HBM扩产直接受益。技术面回踩关键支撑位获资金承接,机构持仓集中。",
"xiaoguo_score": 7.5,
"xiaoguo_reason": "刻蚀设备全球竞争力强,受益晶圆厂扩产与先进制程突破,短期随板块回调至支撑位,风险收益比合理。",
"xiaoguo_strategy": {
"entry_range": "175-182元",
"stop_loss": "168元",
"target": "205-215元"
"entry_range": "180-185元",
"stop_loss": "170元",
"target": "210-220元"
},
"verified_price": 414.06,
"verified_change": -1.41,
"verified_price": 438.5,
"verified_change": 3.66,
"added_at": "2026-07-07 12:12",
"last_updated": "2026-07-07 13:19",
"num_observations": 2,
"last_updated": "2026-07-09 10:07",
"num_observations": 3,
"score_history": [
{
"date": "2026-07-07 12:12",
@@ -1408,6 +1412,10 @@
{
"date": "2026-07-07 13:19",
"score": 8.5
},
{
"date": "2026-07-09 10:07",
"score": 7.5
}
],
"zhiwei_star": null,
@@ -1579,6 +1587,38 @@
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "603986",
"name": "兆易创新",
"sector": "半导体",
"xiaoguo_score": 7,
"xiaoguo_reason": "存储与MCU双轮驱动,消费电子复苏与车规需求拉动业绩拐点,技术面缩量企稳,适合波段操作。",
"xiaoguo_strategy": {
"entry_range": "75-80元",
"stop_loss": "70元",
"target": "95-100元"
},
"verified_price": 642.95,
"verified_change": 6.6,
"added_at": "2026-07-09 10:07",
"last_updated": "2026-07-09 10:07",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-09 10:07",
"score": 7
}
],
"zhiwei_star": null,
"zhiwei_reviewed": false,
"zhiwei_reviewed_at": null,
"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
}
]
}