换仓评估改全面分析：用决策系统信号评分代替单纯看亏损%\n\n老逻辑：按亏损比例排序，亏最少的先卖 → 错（阿里亏22%但基本面好）\n新逻辑：score_future_outlook() 多维度评分，按前景排序\n\n评分维度：\n1. timing_signal — 买入+3，深套持有-2，持有-0.5\n2. 技术形态 — bearish-1.5，bullish+1.5\n3. 量价关系 — 卖盘-1，买盘+1\n4. 行业背景 — 大跌-0.5\n5. 盈亏比RR — RR≥2得+1，RR<1得-0.5\n6. 股票类别 — 蓝筹+0.5，深套/弱势-0.5\n\n实测：招商银行(亏-3%)评分-4.5（弱势持有+银行大跌+技术偏空），\n双一科技(亏-16%)评分-4.0（持有+bearish+卖盘主导+弱势）\n→ 推荐卖这俩腾38,780元买海博思创

data/decisions.json

@@ -9623,5 +9623,5 @@
     }
   ],
   "total": 42,
-  "regenerated_at": "2026-06-24 11:47"
+  "regenerated_at": "2026-06-24 11:54"
 }

data/portfolio.json

@@ -54,8 +54,8 @@
         "action_note": "深套持有",
         "timing_signal": "持有"
       },
-      "price": 7.66,
-      "change_pct": -2.79
+      "price": 7.71,
+      "change_pct": -2.16
     },
     {
       "code": "600739",
@@ -167,7 +167,7 @@
         "action_note": "深套持有",
         "timing_signal": "持有"
       },
-      "price": 98.85,
+      "price": 98.95,
       "change_pct": -0.1
     },
     {
@@ -252,8 +252,8 @@
         "action_note": "短炒强趋势持",
         "timing_signal": "持有"
       },
-      "price": 96.3,
-      "change_pct": 10.37
+      "price": 95.1,
+      "change_pct": 9.11
     },
     {
       "code": "02202",
@@ -281,8 +281,8 @@
         "action_note": "深套持有",
         "timing_signal": "持有"
       },
-      "price": 2.37,
-      "change_pct": -1.25
+      "price": 2.36,
+      "change_pct": -1.67
     },
     {
       "code": "02388",
@@ -310,7 +310,7 @@
         "action_note": "",
         "timing_signal": "持有"
       },
-      "price": 46.26,
+      "price": 46.22,
       "change_pct": -1.57
     },
     {
@@ -367,7 +367,7 @@
         "action_note": "深套持有",
         "timing_signal": "持有"
       },
-      "price": 74.8,
+      "price": 74.85,
       "change_pct": -1.38
     },
     {
@@ -396,8 +396,8 @@
         "action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
         "timing_signal": "持有"
       },
-      "price": 418.8,
-      "change_pct": 0.82
+      "price": 419.0,
+      "change_pct": 1.06
     },
     {
       "code": "00981",
@@ -425,8 +425,8 @@
         "action_note": "",
         "timing_signal": "持有"
       },
-      "price": 85.05,
-      "change_pct": 9.31
+      "price": 84.75,
+      "change_pct": 9.12
     },
     {
       "code": "09868",
@@ -454,8 +454,8 @@
         "action_note": "⚠️盈亏比偏低(1:1.0)，不建议加仓",
         "timing_signal": "持有"
       },
-      "price": 50.0,
-      "change_pct": 1.22
+      "price": 49.94,
+      "change_pct": 1.05
     },
     {
       "code": "600036",
@@ -539,8 +539,8 @@
         "action_note": "⚠️盈亏比偏低(1:1.2)，不建议加仓",
         "timing_signal": "持有"
       },
-      "price": 52.75,
-      "change_pct": -1.59
+      "price": 52.8,
+      "change_pct": -1.4
     },
     {
       "code": "300035",
@@ -653,7 +653,7 @@
         "timing_signal": "持有"
       },
       "price": 41.84,
-      "change_pct": -0.52
+      "change_pct": -0.33
     },
     {
       "code": "600563",