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全面移除JSON数据源 移至mo_data/DB

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- 宏观风险扫描(3个cron): portfolio.json -> mo_data.read_portfolio()
- 小果情感分析: decisions/portfolio.json -> mo_data read+write xiaoguo_insights.json
- 芯碁微装监控: decisions.json -> mo_data.read_decisions()
- 开盘/收盘简报: 去掉portfolio.json/decisions.json/watchlist.json文件读取，全部从mo_data
- 系统健康检查: 仅保留文件存在性检查，数据从DB
- 知识萃取: stale_staleness_report.json/decisions.json注入改为context注入

数据管道稳定：唯一入口price_monitor -> DB -> mo_data读 -> LLM cron输出
This commit is contained in:
知微
2026-07-03 10:22:13 +08:00
parent 24a73103ed
commit cc55ff76ad
5 changed files with 86 additions and 58 deletions
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data/portfolio.json
+41 -41
View File
@@ -5,9 +5,9 @@
"name": "中际旭创",
"shares": 100,
"cost": 1316.53,
"price": 1149.28,
"price": 1145.31,
"market_value": 115899.0,
"change_pct": 0.55,
"change_pct": 0.2,
"currency": "CNY",
"position_pct": 15.27,
"_currency": "CNY"
@@ -17,9 +17,9 @@
"name": "长飞光纤光缆",
"shares": 500,
"cost": 263.72,
"price": 172.45,
"price": 202.6,
"market_value": 87825.0,
"change_pct": 0.474,
"change_pct": 2.34,
"currency": "HKD",
"position_pct": 13.47,
"_currency": "HKD"
@@ -29,9 +29,9 @@
"name": "丘钛科技",
"shares": 11000,
"cost": 13.47,
"price": 6.0,
"price": 6.94,
"market_value": 66110.0,
"change_pct": 2.976,
"change_pct": 3.27,
"currency": "HKD",
"position_pct": 7.97,
"_currency": "HKD"
@@ -41,9 +41,9 @@
"name": "紫金矿业",
"shares": 2400,
"cost": 39.89,
"price": 28.13,
"price": 28.05,
"market_value": 66528.0,
"change_pct": 6.96,
"change_pct": 6.65,
"currency": "CNY",
"position_pct": 7.34,
"_currency": "CNY"
@@ -53,9 +53,9 @@
"name": "海博思创",
"shares": 200,
"cost": 266.95,
"price": 259.76,
"price": 257.0,
"market_value": 51770.00000000001,
"change_pct": 1.58,
"change_pct": 0.5,
"currency": "CNY",
"position_pct": 6.31,
"_currency": "CNY"
@@ -65,9 +65,9 @@
"name": "中芯国际",
"shares": 300,
"cost": 126.07,
"price": 141.12,
"price": 140.66,
"market_value": 43011.0,
"change_pct": -2.07,
"change_pct": -2.39,
"currency": "CNY",
"position_pct": 5.44,
"_currency": "CNY"
@@ -77,9 +77,9 @@
"name": "建滔积层板",
"shares": 500,
"cost": 88.23,
"price": 72.22,
"price": 86.45,
"market_value": 42450.0,
"change_pct": -0.597,
"change_pct": 3.16,
"currency": "HKD",
"position_pct": 5.28,
"_currency": "HKD"
@@ -89,9 +89,9 @@
"name": "华恒生物",
"shares": 2800,
"cost": 21.51,
"price": 16.73,
"price": 16.69,
"market_value": 46871.99999999999,
"change_pct": -1.3,
"change_pct": -1.53,
"currency": "CNY",
"position_pct": 5.25,
"_currency": "CNY"
@@ -101,9 +101,9 @@
"name": "宁德时代",
"shares": 100,
"cost": 401.78,
"price": 387.45,
"price": 386.2,
"market_value": 38427.0,
"change_pct": 1.33,
"change_pct": 1.01,
"currency": "CNY",
"position_pct": 4.64,
"_currency": "CNY"
@@ -113,9 +113,9 @@
"name": "比亚迪股份",
"shares": 600,
"cost": 104.87,
"price": 71.53,
"price": 82.5,
"market_value": 42918.0,
"change_pct": 5.364,
"change_pct": 5.36,
"currency": "HKD",
"position_pct": 4.62,
"_currency": "HKD"
@@ -125,9 +125,9 @@
"name": "万科企业",
"shares": 19700,
"cost": 4.67,
"price": 2.03,
"price": 2.34,
"market_value": 39794.0,
"change_pct": 4.933,
"change_pct": 4.93,
"currency": "HKD",
"position_pct": 4.6,
"_currency": "HKD"
@@ -137,9 +137,9 @@
"name": "腾讯",
"shares": 100,
"cost": null,
"price": 384.77,
"price": 442.2,
"market_value": 38269.0,
"change_pct": 3.161,
"change_pct": 2.79,
"currency": "HKD",
"position_pct": null,
"_currency": "HKD"
@@ -149,9 +149,9 @@
"name": "中芯国际",
"shares": 500,
"cost": 75.94,
"price": 67.76,
"price": 79.8,
"market_value": 34570.0,
"change_pct": -2.799,
"change_pct": -0.75,
"currency": "HKD",
"position_pct": 4.2,
"_currency": "HKD"
@@ -161,9 +161,9 @@
"name": "长芯博创",
"shares": 100,
"cost": 231.46,
"price": 224.9,
"price": 224.15,
"market_value": 22623.0,
"change_pct": 1.31,
"change_pct": 0.97,
"currency": "CNY",
"position_pct": 3.2,
"_currency": "CNY"
@@ -175,7 +175,7 @@
"cost": 12.19,
"price": 8.68,
"market_value": 20832.0,
"change_pct": 2.47,
"change_pct": 2.4,
"currency": "CNY",
"position_pct": 2.45,
"_currency": "CNY"
@@ -185,9 +185,9 @@
"name": "中科电气",
"shares": 1400,
"cost": 22.29,
"price": 14.46,
"price": 14.45,
"market_value": 20118.0,
"change_pct": 2.05,
"change_pct": 1.98,
"currency": "CNY",
"position_pct": 2.42,
"_currency": "CNY"
@@ -197,9 +197,9 @@
"name": "模塑科技",
"shares": 1400,
"cost": 14.83,
"price": 17.47,
"price": 17.55,
"market_value": 24304.0,
"change_pct": 3.56,
"change_pct": 4.03,
"currency": "CNY",
"position_pct": 2.41,
"_currency": "CNY"
@@ -209,9 +209,9 @@
"name": "法拉电子",
"shares": 100,
"cost": 147.18,
"price": 158.0,
"price": 157.0,
"market_value": 15900.0,
"change_pct": -3.83,
"change_pct": -4.44,
"currency": "CNY",
"position_pct": 2.3,
"_currency": "CNY"
@@ -221,20 +221,20 @@
"name": "中国神华",
"shares": 500,
"cost": 45.89,
"price": 34.68,
"price": 39.7,
"market_value": 17220.0,
"change_pct": 1.01,
"change_pct": 0.25,
"currency": "HKD",
"position_pct": 2.14,
"_currency": "HKD"
}
],
"total_assets": 911198.78,
"total_mv": 779076.85,
"total_assets": 961185.34,
"total_mv": 829063.41,
"stock_value": null,
"cash": 132121.93,
"frozen_cash": 0.0,
"position_pct": 85.5,
"position_pct": 86.25,
"currency": "CNY",
"updated_at": "2026-07-03 10:18"
"updated_at": "2026-07-03 10:22"
}