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:
+60
-20
@@ -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": ""
|
||||
}
|
||||
]
|
||||
}
|
||||
Reference in New Issue
Block a user