feat: v_next3生产落地——板块ADX入板块上下文+行业牛杠杆接入position_advice

deploy/profile-scripts/strategy_lifecycle.py

@@ -1040,6 +1040,27 @@ def reassess_strategy(code, name, price, cost, shares, current_action,
 
     print(f"  分类: {stock_category} | {time_horizon} | {position_advice}")
 
+    # ── v_next3行业牛杠杆: 行业确认牛(行业ADX>25)时升一档仓位（2026-07-30落地）──
+    try:
+        _sec_adx = 0
+        try:
+            from strategy_lab import sector_ctx, prepare_sector_context
+            from datetime import timedelta as _td
+            _end = datetime.now().strftime('%Y-%m-%d')
+            _start = (datetime.now() - _td(days=200)).strftime('%Y-%m-%d')
+            prepare_sector_context(_start, _end)
+            _sc = sector_ctx(code, _end)
+            _sec_adx = _sc.get('adx') or 0
+        except Exception:
+            _sec_adx = 0
+        if _sec_adx > 25:
+            _upgrade = {"小仓快进快出": "中等仓位", "中等仓位": "重仓", "正常配置": "重仓"}
+            if position_advice in _upgrade:
+                print(f"  [行业牛杠杆] 行业ADX={_sec_adx:.0f}>25 → 仓位{position_advice}→{_upgrade[position_advice]}", flush=True)
+                position_advice = _upgrade[position_advice]
+    except Exception as _e:
+        print(f"  [行业牛杠杆] 评估异常(跳过): {_e}", flush=True)
+
     # ----- 短炒+强趋势检测：短炒分类但多周期多头时用移动止损代替弱支撑止损 -----
     is_short_term_strong_trend = False
     if stock_category == "短炒":