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index 6b98303..82ad25e 100644
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index e5ca9c8..d15b460 100644
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diff --git a/__pycache__/technical_analysis.cpython-312.pyc b/__pycache__/technical_analysis.cpython-312.pyc
index 7c02ef5..1b26bd1 100644
Binary files a/__pycache__/technical_analysis.cpython-312.pyc and b/__pycache__/technical_analysis.cpython-312.pyc differ
diff --git a/data/decisions.json b/data/decisions.json
index 4edb796..cf79046 100644
--- a/data/decisions.json
+++ b/data/decisions.json
@@ -1,1247 +1,893 @@
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-      "cost": 0,
-      "shares": 0,
-      "avg_price": 0,
-      "currency": "CNY",
-      "action": "盈利持有 | 目标105.72 | 止损87.66 | 买入区90.04~93.72",
-      "stop_loss": 87.66,
-      "entry_low": 90.04,
-      "entry_high": 93.72,
-      "tech_snapshot": "形态:带下影阴线/neutral 量价:主动买盘占优 强撑:87.33 弱撑:87.66 弱压:97.03 强压:105.72 | MA5=96.75 MA10=99.88 MA20=89.04 MA60=68.13",
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-      "rr_ratio": 3.28,
-      "status": "updated",
-      "note": "",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "自选策略",
-      "source": "auto",
-      "sector_context": "",
-      "stock_category": "中短线",
-      "position_advice": "中等仓位",
-      "time_horizon": "2~6周",
-      "trigger": {
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-        "entry_zone": "90.04~93.72",
-        "take_profit_zone": "0~105.72"
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-      "changelog": [
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-          "date": "2026-07-03 12:06",
-          "old_action": "",
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     {
       "code": "000700",
       "name": "模塑科技",
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+      "version": 1,
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       "currency": "CNY",
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+      "strategy_type": "自选策略",
+      "action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损16.7 | 目标0 | 买入区15.5~18.08 | 信号:持有",
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       "rr_ratio": 0.0,
-      "status": "updated",
-      "note": "⚠️盈亏比极低，关注",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "持仓策略",
-      "source": "auto",
-      "sector_context": "行业汽车零部件大涨+4.0%，可适度积极",
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-      "position_advice": "中等仓位",
-      "time_horizon": "2~6周",
-      "trigger": {
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-      "take_profit": 0,
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-          "old_action": "",
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-      "shares": 0,
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-      "currency": "CNY",
-      "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标5.63 | 止损5.01 | 买入区5.15~5.26 | 信号:观望",
-      "stop_loss": 5.01,
-      "entry_low": 5.15,
-      "entry_high": 5.26,
-      "tech_snapshot": "形态:带下影阳线/bullish 量价:主动卖盘占优 强撑:4.79 弱撑:5.01 弱压:5.31 强压:5.63 | MA5=4.64 MA10=4.87 MA20=5.25 MA60=5.15",
-      "timing_signal": "观望",
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-      "status": "review",
-      "note": "⚠️盈亏比不足1:1.5，不建议买入",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "自选策略",
+      "sector_context": "行业汽车零部件大涨+350.0%，可适度积极",
+      "status": "active",
+      "trigger_json": null,
+      "changelog_json": null,
       "source": "auto",
-      "sector_context": "行业房地产+0.7%，中性",
-      "stock_category": "弱势",
-      "position_advice": "减仓或观望",
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-      "cost": 0,
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-      "currency": "CNY",
-      "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标892.1 | 止损811.0 | 买入区856.75~843.44 | 信号:买入",
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-      "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动买盘占优 强撑:763.08 弱撑:811.0 弱压:906.15 强压:892.1 | MA5=913.62 MA10=847.32 MA20=744.16 MA60=628.45",
-      "timing_signal": "信号不充分",
-      "rr_ratio": 0.28,
-      "status": "review",
-      "note": "⚠️盈亏比不足1:1.5，不建议买入",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "自选策略",
-      "source": "auto",
-      "sector_context": "行业半导体-0.9%，中性",
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-          "old_action": "",
-          "new_action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 目标892.1 | 止损811.0 | 买入区856.75~843.44 | 信号:买入",
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-      "name": "比亚迪",
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-      "cost": 0,
-      "shares": 0,
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-      "currency": "CNY",
-      "action": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 目标91.93 | 止损83.96 | 买入区84.83~86.91 | 信号:观望",
-      "stop_loss": 83.96,
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-      "tech_snapshot": "形态:光头光脚阳线/bullish 量价:主动卖盘占优 强撑:78.89 弱撑:83.57 弱压:88.03 强压:91.93 | MA5=98.63 MA10=97.78 MA20=96.0 MA60=96.51",
-      "timing_signal": "观望",
-      "rr_ratio": 1.8,
-      "status": "updated",
-      "note": "⚠️盈亏比偏低(1:1.8)，谨慎买入",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "自选策略",
-      "source": "auto",
-      "sector_context": "行业汽车整车上涨+1.6%，正常",
-      "stock_category": "弱势",
-      "position_advice": "减仓或观望",
-      "time_horizon": "观望",
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-          "new_action": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 目标91.93 | 止损83.96 | 买入区84.83~86.91 | 信号:观望",
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+      "updated_at": "2026-07-06 11:07:37",
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+      "note": null,
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+      "quality_issues": {},
+      "signal_factors": [],
+      "timestamp": "2026-07-03 11:16:41",
+      "type": "自选策略"
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       "code": "00700",
       "name": "腾讯",
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+      "version": 1,
+      "price": 497.35,
+      "cost": 443.13,
       "shares": 100,
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-      "currency": "CNY",
-      "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 损419.9 | 盈0 | 买428.65~446.15",
-      "stop_loss": 424.28,
-      "entry_low": 428.65,
-      "entry_high": 446.15,
-      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=624.1 MA10=623.7 MA20=615.5 MA60=559.52",
+      "stop_loss": 423.11,
+      "take_profit": 471.11,
+      "entry_low": 370.63,
+      "entry_high": 385.75,
+      "currency": "HKD",
+      "strategy_type": "holding",
+      "action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 损363.06 | 盈0 | 买370.63~385.75",
       "timing_signal": "信号不充分",
       "rr_ratio": 0.0,
-      "status": "review",
-      "note": "⚠️盈亏比不足1:1.5，不建议买入",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "持仓策略",
-      "source": "auto",
-      "sector_context": "行业软件开发+0.4%，中性",
+      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=624.1 MA10=623.7 MA20=615.5 MA60=559.52",
       "stock_category": "弱势",
-      "position_advice": "减仓或观望",
-      "time_horizon": "观望",
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-          "new_action": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 损419.9 | 盈0 | 买428.65~446.15",
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-          "trigger": "初始创建"
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+      "sector_context": "行业软件开发大涨+21.0%，可适度积极",
+      "status": "active",
+      "trigger_json": null,
+      "changelog_json": null,
+      "source": "auto",
+      "reason": null,
+      "created_at": "2026-07-03 11:16:48",
+      "updated_at": "2026-07-03 11:16:48",
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+      "time_horizon": null,
+      "decision_type": null,
+      "trigger": {},
+      "changelog": [],
+      "quality_issues": {},
+      "signal_factors": [],
+      "timestamp": "2026-07-03 11:16:48",
+      "type": "holding"
     },
     {
       "code": "00981",
       "name": "中芯国际",
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-      "cost": 65.84,
-      "shares": 500,
-      "avg_price": 0,
-      "currency": "CNY",
-      "action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损77.41 | 目标0 | 买入区71.82~83.79 | 信号:持有",
-      "stop_loss": 77.41,
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-      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=84.12 MA10=81.44 MA20=78.5 MA60=71.93",
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+      "price": 89.5,
+      "cost": 75.94,
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+      "stop_loss": 77.55,
+      "take_profit": 86.36,
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+      "entry_high": 72.79,
+      "currency": "HKD",
+      "strategy_type": "自选策略",
+      "action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损67.24 | 目标0 | 买入区62.39~72.79 | 信号:持有",
       "timing_signal": "持有",
       "rr_ratio": 0.0,
-      "status": "updated",
-      "note": "⚠️盈亏比极低，关注",
-      "timestamp": "2026-07-03 12:06",
-      "updated_at": "2026-07-03 12:06",
-      "type": "持仓策略",
-      "source": "auto",
-      "sector_context": "行业半导体-0.9%，中性",
+      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=84.12 MA10=81.44 MA20=78.5 MA60=71.93",
       "stock_category": "中短线",
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-      "trigger": {
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-      "changelog": [
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-          "old_action": "",
-          "new_action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损77.41 | 目标0 | 买入区71.82~83.79 | 信号:持有",
-          "reason": "初始策略创建 | 形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None |",
-          "trigger": "初始创建"
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+      "sector_context": "半导体",
+      "status": "active",
+      "trigger_json": null,
+      "changelog_json": null,
+      "source": "auto",
+      "reason": null,
+      "created_at": "2026-07-03 11:16:48",
+      "updated_at": "2026-07-06 11:01:50",
+      "avg_price": null,
+      "decision_timestamp": null,
+      "note": null,
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+      "quality_issues_json": null,
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+      "time_horizon": null,
+      "decision_type": null,
+      "trigger": {},
+      "changelog": [],
+      "quality_issues": {},
+      "signal_factors": [],
+      "timestamp": "2026-07-03 11:16:48",
+      "type": "自选策略"
     },
     {
       "code": "01088",
       "name": "中国神华",
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-      "cost": 39.79,
+      "version": 1,
+      "price": 46.14,
+      "cost": 45.89,
       "shares": 500,
-      "avg_price": 0,
-      "currency": "CNY",
-      "action": "盈利持有 | ⚠️盈亏比极低，关注 | 止损37.51 | 目标0 | 买入区36.2~42.23 | 信号:持有",
-      "stop_loss": 37.51,
-      "entry_low": 36.2,
-      "entry_high": 42.23,
-      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=39.82 MA10=40.55 MA20=41.11 MA60=43.93",
+      "stop_loss": 38.84,
+      "take_profit": 43.24,
+      "entry_low": 31.24,
+      "entry_high": 36.45,
+      "currency": "HKD",
+      "strategy_type": "holding",
+      "action": "持有观察 | ⚠️盈亏比极低，关注 | 止损33.67 | 目标0 | 买入区31.24~36.45 | 信号:持有",
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-      "note": "⚠️盈亏比极低，关注",
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+            "action": {
+              "type": "sell",
+              "amount": "all",
+              "reason": "止损"
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+          {
+            "id": "01478_buy_dip",
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+              "scenario": "weak_consolidation",
+              "price": "<=7.07",
+              "price_lower": ">=6.06"
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+            "action": {
+              "type": "buy",
+              "amount": "normal",
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+              "reason": "回调支撑买入"
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+          {
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+              "scenario": "sharp_decline",
+              "loss_pct": "<-15%"
+            },
+            "action": {
+              "type": "sell",
+              "amount": "half",
+              "reason": "急跌降风险"
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+            "last_triggered": null
+          },
+          {
+            "id": "01478_hold",
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+            "action": {
+              "type": "hold",
+              "reason": "无明确信号，继续持有"
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+            "priority": 99,
+            "rationale": "没有分支匹配时的默认动作",
+            "trigger_count": 0,
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+            "last_triggered": null
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       "code": "01888",
       "name": "建滔积层板",
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+      "price": 73.3,
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     {
       "code": "02202",
       "name": "万科企业",
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-      "cost": 4.05,
+      "version": 1,
+      "price": 2.7,
+      "cost": 4.67,
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-      "action": "深套持有 | 深套持有 | 止损2.09 | 目标0 | 买入区2.09~2.44 | 信号:持有",
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       "timing_signal": "持有",
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-      "status": "updated",
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-      "source": "auto",
-      "sector_context": "行业房地产+0.7%，中性",
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-          "trigger": "初始创建"
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+      "type": "holding"
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     {
       "code": "06869",
       "name": "长飞光纤光缆",
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-      "cost": 228.65,
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-      "currency": "CNY",
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-      "stop_loss": 195.03,
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-      "entry_high": 215.67,
-      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=246.26 MA10=248.81 MA20=244.56 MA60=231.58",
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       "timing_signal": "持有",
       "rr_ratio": 0.0,
-      "status": "updated",
-      "note": "⚠️盈亏比极低，关注",
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       "source": "auto",
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-      "stock_category": "弱势",
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+      "price": 1168.95,
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+      "price": 228.23,
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-      "source": "auto",
-      "sector_context": "行业光学光电子下跌-1.0%，适度防御",
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+      "sector_context": "行业通信设备大涨+100.0%，可适度积极",
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+      "price": 384.06,
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+      "price": 8.688,
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-      "code": "688802",
-      "name": "沐曦股份-U",
-      "price": 744.0,
-      "cost": 0,
-      "shares": 0,
-      "avg_price": 0,
-      "currency": "CNY",
-      "action": "盈利持有 | 目标807.96 | 止损720.04 | 买入区729.12~755.21 | 信号:买入",
-      "stop_loss": 720.04,
-      "entry_low": 729.12,
-      "entry_high": 755.21,
-      "tech_snapshot": "形态:带下影阳线/bullish 量价:数据不足 强撑:665.96 弱撑:720.04 弱压:760.92 强压:807.96 | MA5=771.28 MA10=769.4 MA20=740.96 MA60=719.77",
-      "timing_signal": "买入",
-      "rr_ratio": 2.67,
-      "status": "updated",
-      "note": "",
-      "timestamp": "2026-07-03 12:09",
-      "updated_at": "2026-07-03 12:09",
-      "type": "自选策略",
-      "source": "auto",
-      "sector_context": "行业半导体-0.9%，中性",
-      "stock_category": "中短线",
-      "position_advice": "中等仓位",
-      "time_horizon": "2~6周",
-      "trigger": {
-        "stop_loss": 720.04,
-        "entry_zone": "729.12~755.21",
-        "take_profit_zone": "0~807.96"
-      },
-      "created_at": "2026-07-03 12:09",
-      "take_profit": 807.96,
-      "changelog": [
-        {
-          "date": "2026-07-03 12:09",
-          "old_action": "",
-          "new_action": "盈利持有 | 目标807.96 | 止损720.04 | 买入区729.12~755.21 | 信号:买入",
-          "reason": "初始策略创建 | 形态:带下影阳线/bullish 量价:数据不足 强撑:665.96 弱撑:720.04 弱压:760.92 强压:80",
-          "trigger": "初始创建"
-        }
-      ]
+      "reason": null,
+      "created_at": "2026-07-03 11:17:30",
+      "updated_at": "2026-07-03 11:17:30",
+      "avg_price": null,
+      "decision_timestamp": null,
+      "note": null,
+      "quality_check": null,
+      "quality_checked_at": null,
+      "quality_issues_json": null,
+      "position_advice": null,
+      "signal_factors_json": null,
+      "time_horizon": null,
+      "decision_type": null,
+      "trigger": {},
+      "changelog": [],
+      "quality_issues": {},
+      "signal_factors": [],
+      "timestamp": "2026-07-03 11:17:30",
+      "type": "holding"
     },
     {
       "code": "688981",
       "name": "中芯国际",
-      "price": 143.65,
+      "version": 1,
+      "price": 145.3,
       "cost": 126.07,
       "shares": 300,
-      "avg_price": 0,
+      "stop_loss": 140.94,
+      "take_profit": 156.92,
+      "entry_low": 130.77,
+      "entry_high": 152.57,
       "currency": "CNY",
-      "action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损139.34 | 目标0 | 买入区129.28~150.83 | 信号:持有",
-      "stop_loss": 139.34,
-      "entry_low": 129.28,
-      "entry_high": 150.83,
-      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=151.43 MA10=149.35 MA20=138.9 MA60=125.49",
+      "strategy_type": "holding",
+      "action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损140.94 | 目标0 | 买入区130.77~152.57 | 信号:持有",
       "timing_signal": "持有",
       "rr_ratio": 0.0,
-      "status": "updated",
-      "note": "⚠️盈亏比极低，关注",
-      "timestamp": "2026-07-03 12:09",
-      "updated_at": "2026-07-03 12:09",
-      "type": "持仓策略",
-      "source": "auto",
-      "sector_context": "行业半导体-0.9%，中性",
+      "tech_snapshot": "形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None | MA5=151.43 MA10=149.35 MA20=138.9 MA60=125.49",
       "stock_category": "中短线",
-      "position_advice": "中等仓位",
-      "time_horizon": "2~6周",
-      "trigger": {
-        "stop_loss": 139.34,
-        "entry_zone": "129.28~150.83"
-      },
-      "created_at": "2026-07-03 12:09",
-      "take_profit": 0,
-      "changelog": [
-        {
-          "date": "2026-07-03 12:09",
-          "old_action": "",
-          "new_action": "盈利良好 | ⚠️盈亏比极低，关注 | 止损139.34 | 目标0 | 买入区129.28~150.83 | 信号:持有",
-          "reason": "初始策略创建 | 形态:unknown/neutral 量价:数据不足 强撑:None 弱撑:None 弱压:None 强压:None |",
-          "trigger": "初始创建"
-        }
-      ]
+      "sector_context": "半导体",
+      "status": "active",
+      "trigger_json": null,
+      "changelog_json": null,
+      "source": "auto",
+      "reason": null,
+      "created_at": "2026-07-03 11:17:37",
+      "updated_at": "2026-07-03 11:17:37",
+      "avg_price": null,
+      "decision_timestamp": null,
+      "note": null,
+      "quality_check": null,
+      "quality_checked_at": null,
+      "quality_issues_json": null,
+      "position_advice": null,
+      "signal_factors_json": null,
+      "time_horizon": null,
+      "decision_type": null,
+      "trigger": {},
+      "changelog": [],
+      "quality_issues": {},
+      "signal_factors": [],
+      "timestamp": "2026-07-03 11:17:37",
+      "type": "holding"
     }
   ],
-  "total": 30,
-  "regenerated_at": "2026-07-03 12:09"
+  "total": 19,
+  "regenerated_at": "2026-07-06 11:48"
 }
\ No newline at end of file
diff --git a/data/mofin.db-shm b/data/mofin.db-shm
new file mode 100644
index 0000000..2115847
Binary files /dev/null and b/data/mofin.db-shm differ
diff --git a/data/mofin.db-wal b/data/mofin.db-wal
new file mode 100644
index 0000000..816a4be
Binary files /dev/null and b/data/mofin.db-wal differ
diff --git a/data/portfolio.json b/data/portfolio.json
index 7295a25..d511e98 100644
--- a/data/portfolio.json
+++ b/data/portfolio.json
@@ -1,240 +1,166 @@
 {
   "holdings": [
-    {
-      "code": "300308",
-      "name": "中际旭创",
-      "shares": 100,
-      "cost": 1316.53,
-      "price": 1116.0,
-      "market_value": 111600.0,
-      "change_pct": -2.36,
-      "currency": "CNY",
-      "position_pct": 15.27,
-      "_currency": "CNY"
-    },
-    {
-      "code": "06869",
-      "name": "长飞光纤光缆",
-      "shares": 500,
-      "cost": 263.73,
-      "price": 201.2,
-      "market_value": 87220.0,
-      "change_pct": 1.64,
-      "currency": "HKD",
-      "position_pct": 13.47,
-      "_currency": "HKD"
-    },
-    {
-      "code": "01478",
-      "name": "丘钛科技",
-      "shares": 11000,
-      "cost": 13.47,
-      "price": 6.99,
-      "market_value": 66660.0,
-      "change_pct": 4.02,
-      "currency": "HKD",
-      "position_pct": 7.97,
-      "_currency": "HKD"
-    },
-    {
-      "code": "601899",
-      "name": "紫金矿业",
-      "shares": 2400,
-      "cost": 39.89,
-      "price": 27.82,
-      "market_value": 66768.0,
-      "change_pct": 5.78,
-      "currency": "CNY",
-      "position_pct": 7.34,
-      "_currency": "CNY"
-    },
-    {
-      "code": "688411",
-      "name": "海博思创",
-      "shares": 200,
-      "cost": 266.95,
-      "price": 251.15,
-      "market_value": 50230.0,
-      "change_pct": -1.78,
-      "currency": "CNY",
-      "position_pct": 6.31,
-      "_currency": "CNY"
-    },
-    {
-      "code": "688981",
-      "name": "中芯国际",
-      "shares": 300,
-      "cost": 126.07,
-      "price": 140.31,
-      "market_value": 42093.0,
-      "change_pct": -2.63,
-      "currency": "CNY",
-      "position_pct": 5.44,
-      "_currency": "CNY"
-    },
-    {
-      "code": "01888",
-      "name": "建滔积层板",
-      "shares": 500,
-      "cost": 88.24,
-      "price": 84.45,
-      "market_value": 36545.0,
-      "change_pct": 0.78,
-      "currency": "HKD",
-      "position_pct": 5.28,
-      "_currency": "HKD"
-    },
-    {
-      "code": "688639",
-      "name": "华恒生物",
-      "shares": 2800,
-      "cost": 21.51,
-      "price": 16.66,
-      "market_value": 46648.0,
-      "change_pct": -1.71,
-      "currency": "CNY",
-      "position_pct": 5.25,
-      "_currency": "CNY"
-    },
-    {
-      "code": "300750",
-      "name": "宁德时代",
-      "shares": 100,
-      "cost": 401.78,
-      "price": 380.0,
-      "market_value": 38000.0,
-      "change_pct": -0.61,
-      "currency": "CNY",
-      "position_pct": 4.64,
-      "_currency": "CNY"
-    },
-    {
-      "code": "01211",
-      "name": "比亚迪股份",
-      "shares": 600,
-      "cost": 104.87,
-      "price": 84.1,
-      "market_value": 43932.0,
-      "change_pct": 7.41,
-      "currency": "HKD",
-      "position_pct": 4.62,
-      "_currency": "HKD"
-    },
-    {
-      "code": "02202",
-      "name": "万科企业",
-      "shares": 19700,
-      "cost": 4.67,
-      "price": 2.34,
-      "market_value": 40188.0,
-      "change_pct": 4.93,
-      "currency": "HKD",
-      "position_pct": 4.6,
-      "_currency": "HKD"
-    },
     {
       "code": "00700",
       "name": "腾讯",
       "shares": 100,
       "cost": 443.13,
-      "price": 431.2,
-      "market_value": 37437.0,
-      "change_pct": 0.23,
+      "price": 447.0,
+      "market_value": 39063.0,
+      "change_pct": 3.66,
       "currency": "HKD",
-      "position_pct": null,
-      "_currency": "HKD"
-    },
-    {
-      "code": "00981",
-      "name": "中芯国际",
-      "shares": 500,
-      "cost": 75.94,
-      "price": 77.6,
-      "market_value": 33530.0,
-      "change_pct": -3.48,
-      "currency": "HKD",
-      "position_pct": 4.2,
-      "_currency": "HKD"
-    },
-    {
-      "code": "300548",
-      "name": "长芯博创",
-      "shares": 100,
-      "cost": 231.46,
-      "price": 221.01,
-      "market_value": 22101.0,
-      "change_pct": -0.45,
-      "currency": "CNY",
-      "position_pct": 3.2,
-      "_currency": "CNY"
-    },
-    {
-      "code": "518880",
-      "name": "黄金ETF华安",
-      "shares": 2400,
-      "cost": 12.19,
-      "price": 8.67,
-      "market_value": 20808.0,
-      "change_pct": 2.32,
-      "currency": "CNY",
-      "position_pct": 2.45,
-      "_currency": "CNY"
-    },
-    {
-      "code": "300035",
-      "name": "中科电气",
-      "shares": 1400,
-      "cost": 22.29,
-      "price": 14.29,
-      "market_value": 20006.0,
-      "change_pct": 0.85,
-      "currency": "CNY",
-      "position_pct": 2.42,
-      "_currency": "CNY"
-    },
-    {
-      "code": "000700",
-      "name": "模塑科技",
-      "shares": 1400,
-      "cost": 14.83,
-      "price": 17.6,
-      "market_value": 24640.0,
-      "change_pct": 4.33,
-      "currency": "CNY",
-      "position_pct": 2.41,
-      "_currency": "CNY"
-    },
-    {
-      "code": "600563",
-      "name": "法拉电子",
-      "shares": 100,
-      "cost": 147.18,
-      "price": 157.06,
-      "market_value": 15706.0,
-      "change_pct": -4.41,
-      "currency": "CNY",
-      "position_pct": 2.3,
-      "_currency": "CNY"
+      "position_pct": null
     },
     {
       "code": "01088",
       "name": "中国神华",
       "shares": 500,
       "cost": 45.89,
-      "price": 40.0,
-      "market_value": 17355.0,
-      "change_pct": 1.01,
+      "price": 40.68,
+      "market_value": 17575.0,
+      "change_pct": 1.7,
       "currency": "HKD",
-      "position_pct": 2.14,
-      "_currency": "HKD"
+      "position_pct": 2.14
+    },
+    {
+      "code": "01211",
+      "name": "比亚迪股份",
+      "shares": 600,
+      "cost": 104.87,
+      "price": 84.2,
+      "market_value": 44376.0,
+      "change_pct": 0.12,
+      "currency": "HKD",
+      "position_pct": 4.62
+    },
+    {
+      "code": "01478",
+      "name": "丘钛科技",
+      "shares": 11000,
+      "cost": 13.47,
+      "price": 6.77,
+      "market_value": 64460.0,
+      "change_pct": -3.15,
+      "currency": "HKD",
+      "position_pct": 7.97
+    },
+    {
+      "code": "02202",
+      "name": "万科企业",
+      "shares": 19700,
+      "cost": 4.67,
+      "price": 2.33,
+      "market_value": 40385.0,
+      "change_pct": -0.43,
+      "currency": "HKD",
+      "position_pct": 4.6
+    },
+    {
+      "code": "300035",
+      "name": "中科电气",
+      "shares": 1400,
+      "cost": 22.29,
+      "price": 14.02,
+      "market_value": 19712.0,
+      "change_pct": -1.89,
+      "currency": "CNY",
+      "position_pct": 2.42
+    },
+    {
+      "code": "300308",
+      "name": "中际旭创",
+      "shares": 100,
+      "cost": 1316.53,
+      "price": 1116.03,
+      "market_value": 106181.0,
+      "change_pct": 0.0,
+      "currency": "CNY",
+      "position_pct": 15.27
+    },
+    {
+      "code": "300750",
+      "name": "宁德时代",
+      "shares": 100,
+      "cost": 401.78,
+      "price": 377.6,
+      "market_value": 37726.0,
+      "change_pct": -0.63,
+      "currency": "CNY",
+      "position_pct": 4.64
+    },
+    {
+      "code": "518880",
+      "name": "黄金ETF华安",
+      "shares": 2400,
+      "cost": 12.19,
+      "price": 8.66,
+      "market_value": 20832.0,
+      "change_pct": -0.08,
+      "currency": "CNY",
+      "position_pct": 2.45
+    },
+    {
+      "code": "600563",
+      "name": "法拉电子",
+      "shares": 100,
+      "cost": 147.18,
+      "price": 153.42,
+      "market_value": 15021.0,
+      "change_pct": -2.32,
+      "currency": "CNY",
+      "position_pct": 2.3
+    },
+    {
+      "code": "601899",
+      "name": "紫金矿业",
+      "shares": 2400,
+      "cost": 39.89,
+      "price": 28.41,
+      "market_value": 68784.0,
+      "change_pct": 2.12,
+      "currency": "CNY",
+      "position_pct": 7.34
+    },
+    {
+      "code": "688411",
+      "name": "海博思创",
+      "shares": 200,
+      "cost": 266.95,
+      "price": 262.98,
+      "market_value": 52064.0,
+      "change_pct": 4.71,
+      "currency": "CNY",
+      "position_pct": 6.31
+    },
+    {
+      "code": "688639",
+      "name": "华恒生物",
+      "shares": 2800,
+      "cost": 21.51,
+      "price": 16.61,
+      "market_value": 46480.0,
+      "change_pct": -0.3,
+      "currency": "CNY",
+      "position_pct": 5.25
+    },
+    {
+      "code": "688981",
+      "name": "中芯国际",
+      "shares": 300,
+      "cost": 126.07,
+      "price": 147.18,
+      "market_value": 40599.0,
+      "change_pct": 4.9,
+      "currency": "CNY",
+      "position_pct": 5.44
     }
   ],
-  "total_assets": 952877.07,
-  "total_mv": 820755.14,
-  "stock_value": 820755.14,
-  "cash": 132121.93,
-  "frozen_cash": 0,
-  "position_pct": 86.13,
+  "cash": 289196.0,
+  "frozen_cash": 0.0,
+  "total_mv": 619713.76,
+  "total_assets": 908909.76,
+  "position_pct": 68.18,
   "currency": "CNY",
-  "updated_at": "2026-07-04 09:51"
+  "updated_at": "2026-07-06 11:35:19",
+  "stock_value": 619713.76
 }
\ No newline at end of file
diff --git a/data/price_history.json b/data/price_history.json
index bede509..7d1311c 100644
--- a/data/price_history.json
+++ b/data/price_history.json
@@ -27,6 +27,12 @@
       "high": 1215.52,
       "low": 1185.0,
       "close": 1194.45
+    },
+    {
+      "date": "2026-07-06",
+      "high": 1215.0,
+      "low": 1180.0,
+      "close": 1203.23
     }
   ],
   "02202": [
@@ -63,6 +69,12 @@
       "high": 50.2,
       "low": 48.31,
       "close": 49.09
+    },
+    {
+      "date": "2026-07-06",
+      "high": 49.96,
+      "low": 48.81,
+      "close": 49.38
     }
   ],
   "02359": [
@@ -119,6 +131,12 @@
       "high": 502.0,
       "low": 444.55,
       "close": 480.32
+    },
+    {
+      "date": "2026-07-06",
+      "high": 499.0,
+      "low": 448.0,
+      "close": 476.72
     }
   ],
   "06160": [
@@ -155,6 +173,12 @@
       "high": 687.04,
       "low": 633.01,
       "close": 643.81
+    },
+    {
+      "date": "2026-07-06",
+      "high": 649.88,
+      "low": 615.0,
+      "close": 649.01
     }
   ],
   "09868": [
@@ -197,6 +221,12 @@
       "high": 757.88,
       "low": 713.0,
       "close": 738.38
+    },
+    {
+      "date": "2026-07-06",
+      "high": 745.0,
+      "low": 690.11,
+      "close": 743.0
     }
   ],
   "300124": [
@@ -211,6 +241,12 @@
       "high": 74.63,
       "low": 67.31,
       "close": 72.15
+    },
+    {
+      "date": "2026-07-06",
+      "high": 71.94,
+      "low": 68.6,
+      "close": 69.55
     }
   ],
   "000657": [
@@ -225,6 +261,12 @@
       "high": 101.5,
       "low": 87.88,
       "close": 89.63
+    },
+    {
+      "date": "2026-07-06",
+      "high": 90.58,
+      "low": 80.46,
+      "close": 81.83
     }
   ],
   "000711": [
@@ -239,6 +281,12 @@
       "high": 5.26,
       "low": 4.87,
       "close": 5.26
+    },
+    {
+      "date": "2026-07-06",
+      "high": 5.65,
+      "low": 5.0,
+      "close": 5.29
     }
   ],
   "001309": [
@@ -253,6 +301,12 @@
       "high": 892.1,
       "low": 795.0,
       "close": 881.91
+    },
+    {
+      "date": "2026-07-06",
+      "high": 918.98,
+      "low": 860.0,
+      "close": 916.6
     }
   ],
   "002594": [
@@ -267,6 +321,12 @@
       "high": 88.88,
       "low": 81.9,
       "close": 88.47
+    },
+    {
+      "date": "2026-07-06",
+      "high": 88.95,
+      "low": 86.61,
+      "close": 87.68
     }
   ],
   "00700": [
@@ -335,6 +395,12 @@
       "high": 646.85,
       "low": 574.1,
       "close": 618.02
+    },
+    {
+      "date": "2026-07-06",
+      "high": 710.0,
+      "low": 659.16,
+      "close": 695.26
     }
   ]
 }
\ No newline at end of file
diff --git a/data/stocks/00981.json b/data/stocks/00981.json
index a93c0e8..eac2576 100644
--- a/data/stocks/00981.json
+++ b/data/stocks/00981.json
@@ -165,6 +165,11 @@
       "time": "2026-07-01T08:55:24.130605",
       "content": "**港股（恒指-0.63%）：** 中芯国际H(00981) 89.40+5.42%浮盈+17%持有 | 腾讯控股(00700) 429.80+2.28%浮亏-3%距止损3.4% | 丘钛科技(014",
       "report_id": "cron_d42f2ce3b479_2026-06-30_20-25-27"
+    },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "| **中芯国际双持(688981+00981)** | A+H 双持合计约 9.64% 仓位，两市场同步净多头，若港股中芯继续走弱（注意 00981 止损 ¥77.55 高于成本 ¥75.94 的异",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/stocks/01211.json b/data/stocks/01211.json
index 8c0af4d..843aa70 100644
--- a/data/stocks/01211.json
+++ b/data/stocks/01211.json
@@ -616,6 +616,21 @@
       "content": "- **比亚迪(01211)** — 现价72.65，止损63.99（距12%）。港股汽车板块整体承压，持续下跌趋势未改。建议：重新审视持股逻辑——如果中线看多理由充分，可考虑将止损下移至60附近；如",
       "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "3. **0714止盈策略严重过期** — 当前 19 个持仓中有约 13 个（68%）的成本价高于止盈价，说明策略数据已随股价下跌严重偏离，大量止损/止盈位明显陈旧（如万科 02202 成本 ¥4.",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "3. **策略数据翻新** — 针对成本远高于止盈的 13 个持仓（如 万科02202、比亚迪01211、华恒生物688639、中科电气300035、黄金ETF518880 等），建议逐个审核是否需要",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "| **比亚迪(01211)止损临近** | 此前 advice 反复提示止损 ¥81.72、现价距仅 3%。港股比亚迪已是 4.62% 仓位且浮亏 -20.1%，若下周港股继续弱势，止损单需提前挂好",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "比亚迪股份(01211) 仓位4.56% +2.27%→ 持有，连涨",
diff --git a/data/stocks/01478.json b/data/stocks/01478.json
index 78259ea..c9779a7 100644
--- a/data/stocks/01478.json
+++ b/data/stocks/01478.json
@@ -456,6 +456,16 @@
       "content": "③ 丘钛科技(01478) 距止损6.48仅+7.3%！仓位7.97%",
       "report_id": "cron_d42f2ce3b479_2026-07-03_20-03-44"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "2. **收紧输出质量** — 使用\"关注/观望/留意\"时须紧随具体价格、止损位和触发条件。满 3 次模糊表述自动标记为低质量输出。对 01478 和 688795 做一次明确的持仓策略复核：继续持有",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "| **丘钛科技(01478)** | 7.97% 第三大仓位，成本 ¥13.47 远超止盈 ¥7.59（浮亏约 -43%），150 次提及却无追踪结论。无论继续持有还是止损，需 Dad 明确决策 |",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "丘钛科技(01478) 仓位8.58% +4.10%→ 持有，走势健康",
diff --git a/data/stocks/02202.json b/data/stocks/02202.json
index a6a84ec..1ff52be 100644
--- a/data/stocks/02202.json
+++ b/data/stocks/02202.json
@@ -621,6 +621,16 @@
       "content": "- **万科(02202)** — 现价2.20，止损2.00（距9%）。周五港股继续弱，若跌破2.00港币将触发止损。建议：提前制定应对方案，而不是等到触发了再慌。",
       "report_id": "cron_e02b8bde74f8_2026-06-28_22-11-21"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "3. **0714止盈策略严重过期** — 当前 19 个持仓中有约 13 个（68%）的成本价高于止盈价，说明策略数据已随股价下跌严重偏离，大量止损/止盈位明显陈旧（如万科 02202 成本 ¥4.",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "3. **策略数据翻新** — 针对成本远高于止盈的 13 个持仓（如 万科02202、比亚迪01211、华恒生物688639、中科电气300035、黄金ETF518880 等），建议逐个审核是否需要",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-04T09:55:40.300986",
       "content": "- 万科(02202): 补仓区间2.5~2.6，昨收2.70，距+3.8%，未进入。",
diff --git a/data/stocks/02628.json b/data/stocks/02628.json
index cdbbec3..b0d83bf 100644
--- a/data/stocks/02628.json
+++ b/data/stocks/02628.json
@@ -20,6 +20,11 @@
       "time": "2026-06-28T08:55:52.587605",
       "content": "6. 🟢 **中国人寿** (02628) — 距买入区-2%，保险板块虽弱但估值低",
       "report_id": "cron_watchlist_health_weekly_2026-06-27_20-04-22"
+    },
+    {
+      "time": "2026-07-05T08:55:15.087154",
+      "content": "6. 中国人寿(02628) — 接近止损位28.26，保险板块承压",
+      "report_id": "cron_watchlist_health_weekly_2026-07-04_20-13-24"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/stocks/09868.json b/data/stocks/09868.json
index 4e63251..5a437b6 100644
--- a/data/stocks/09868.json
+++ b/data/stocks/09868.json
@@ -725,6 +725,11 @@
       "time": "2026-06-14T08:55:34.460610",
       "content": "- 中国人寿(02628) & 小鹏汽车(09868) — 盈亏比过低，不建议买入",
       "report_id": "cron_watchlist_health_weekly_2026-06-13_20-07-41"
+    },
+    {
+      "time": "2026-07-05T08:55:15.087154",
+      "content": "4. 小鹏汽车(09868) — 跌破止损位，汽车行业竞争格局",
+      "report_id": "cron_watchlist_health_weekly_2026-07-04_20-13-24"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/stocks/688411.json b/data/stocks/688411.json
index 546161c..c4aaec7 100644
--- a/data/stocks/688411.json
+++ b/data/stocks/688411.json
@@ -861,6 +861,11 @@
       "content": "{\"type\":\"周复盘\",\"time\":\"周日\",\"summary\":\"A股先跌后弹分化格局，全市场普跌后暴力反弹\",\"key_holdings\":[{\"code\":\"600110\",\"name\":",
       "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "2. **海博思创(688411)追踪较好** — 该股在持仓中占比 6.31%，成本 ¥266.95 处于买入区内（¥231.32~¥269.87），参与价合理，后续追踪记录清晰，止盈 ¥277.5",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-03T09:56:06.723399",
       "content": "| 688411 | 海博思创 | 295.00 | 299.17 | -1.39% | 追踪止盈290 | 正常 |",
diff --git a/data/stocks/688639.json b/data/stocks/688639.json
index 3059447..6b10f91 100644
--- a/data/stocks/688639.json
+++ b/data/stocks/688639.json
@@ -91,6 +91,11 @@
       "content": "- 华恒生物(688639) ¥21.2，买入区20.78~21.4 ✅ 在区间内，RR:2.28",
       "report_id": "cron_e02b8bde74f8_2026-06-14_22-04-57"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "3. **策略数据翻新** — 针对成本远高于止盈的 13 个持仓（如 万科02202、比亚迪01211、华恒生物688639、中科电气300035、黄金ETF518880 等），建议逐个审核是否需要",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "华恒生物(688639) 仓位0.47% -1.71%→ 持有，低位整理",
diff --git a/data/stocks/688795.json b/data/stocks/688795.json
index e4da539..7f5b88e 100644
--- a/data/stocks/688795.json
+++ b/data/stocks/688795.json
@@ -26,6 +26,11 @@
       "content": "• **摩尔线程(688795) 616.38** +2.73% | 买入区580-600，偏高→等回调至600以下",
       "report_id": "cron_d3797d924ddc_2026-06-02_16-33-11"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "2. **收紧输出质量** — 使用\"关注/观望/留意\"时须紧随具体价格、止损位和触发条件。满 3 次模糊表述自动标记为低质量输出。对 01478 和 688795 做一次明确的持仓策略复核：继续持有",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-14T08:55:34.460610",
       "content": "**🟢 摩尔线程-U(688795) ¥610.55 | 买入区598.34~622.76 ✅ | RR:3.44**",
diff --git a/data/stocks/688981.json b/data/stocks/688981.json
index bf3f274..53d8284 100644
--- a/data/stocks/688981.json
+++ b/data/stocks/688981.json
@@ -151,6 +151,11 @@
       "content": "② 中芯国际A(688981) 已跌破止损位！仓位5.44%",
       "report_id": "cron_d42f2ce3b479_2026-07-03_20-03-44"
     },
+    {
+      "time": "2026-07-06T08:55:01.761812",
+      "content": "| **中芯国际双持(688981+00981)** | A+H 双持合计约 9.64% 仓位，两市场同步净多头，若港股中芯继续走弱（注意 00981 止损 ¥77.55 高于成本 ¥75.94 的异",
+      "report_id": "cron_e02b8bde74f8_2026-07-05_22-05-42"
+    },
     {
       "time": "2026-06-11T08:55:23.441938",
       "content": "• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内",
diff --git a/docs/archive/strategy-review-loop.md b/docs/archive/strategy-review-loop.md
new file mode 100644
index 0000000..8d6400b
--- /dev/null
+++ b/docs/archive/strategy-review-loop.md
@@ -0,0 +1,97 @@
+# 策略复盘闭环系统设计
+
+> 版本: v1 | 最后更新: 2026-06-24
+> 核心理念：每条策略建议都必须有回头检查，用实际结果驱动策略逻辑进化。
+
+## 一、现状
+
+| 环节 | 状态 |
+|------|------|
+| 策略生成 | ✅ `strategy_lifecycle.py` 按规则生成买入区/止损/止盈 |
+| 策略评估 | ✅ 日评估六维分析每条策略的当前状况 |
+| 策略重评 | ✅ 过期/偏离时自动触发重评 |
+| **成功率追踪** | ❌ 有 `accuracy_stats` 空表，从未写入 |
+| **复盘归因** | ❌ 没有"回头看"机制 |
+| **策略逻辑修正** | ❌ 评估结果从不反馈到生成规则 |
+| **验证测试** | ❌ 改完规则没有验证环节 |
+
+## 二、闭环设计
+
+```
+生成策略 → 执行/等待 → 回头看(复盘) → 归因分析 → 修正策略逻辑 → 验证 → 部署
+                                          ↑                      |
+                                          └──── 迭代循环 ───────┘
+```
+
+### 环节1：回头看（复盘）
+
+每条策略/建议在生成后 T+5、T+20、T+60 三个时间点回头检查：
+
+| 检查点 | 时机 | 判断标准 |
+|--------|------|---------|
+| T+5 | 5个交易日后 | 止损触发？止盈触发？价格走向是否正确？ |
+| T+20 | 一个月后 | 中期趋势验证。买入区是否有效？ |
+| T+60 | 三个月后 | 长期逻辑验证。大方向判断是否正确？ |
+
+判断分类：
+- ✅ **正确**：价格朝预期方向走了 > 止损/止盈间距的 50%
+- ⚠️ **部分正确**：方向对了但幅度不够，或方向对但时机差
+- ❌ **错误**：方向错了，或止损被打后价格反转了
+- ⏳ **待定**：还在运行中，未到判断时点
+
+### 环节2：归因分析
+
+对 ❌ 错误 和 ⚠️ 部分正确 的做根因分类：
+
+| 失败模式 | 判断条件 | 修复方向 |
+|----------|---------|---------|
+| 止损过紧 | 价格跌破止损 < 3天后回到买入区 | 放宽止损到强支撑 × 0.95 |
+| 入场过早 | 买入后继续跌 > 入场点 10% 才反弹 | 买入区下移，等缩量确认 |
+| 止盈过近 | 价格突破止盈 < 5天后继续涨 > 15% | 止盈放到更高阻力位 |
+| 方向看错 | 价格持续朝反方向走 | 检查多周期趋势判断逻辑 |
+| 情景错配 | 策略假设的情景与实际不符 | 加入情景过滤条件 |
+| 信号误判 | timing_signal 信号错误 | 修正信号合成逻辑 |
+| 行业拖累 | 个股选对了但行业暴跌 | 加入行业动量过滤 |
+
+### 环节3：策略逻辑修正
+
+归因结果反馈到策略生成规则的几个层面：
+
+1. **prompt_manager 规则更新** — 止损/止盈/买入区的生成规则
+2. **timing_signal 合成权重调整** — 各因子的权重
+3. **股票分类规则调整** — 什么情况归为弱势/深套/短炒
+4. **情景判定阈值调整** — detect_scenario 的参数
+
+### 环节4：回测验证
+
+修正后的规则用历史数据跑模拟，对比新旧规则的成功率：
+
+```
+模拟方式：取过去60天的数据
+1. 用旧规则生成每条策略 → 计算成功率
+2. 用新规则生成同样股票的策略 → 计算成功率
+3. 对比：新规则是否 > 旧规则 +5%？
+4. 如果是 → 部署新规则
+5. 如果不是 → 继续调整
+```
+
+## 三、参考来源
+
+知识库中有多篇量化分析文章可以参考：
+- 止损/止盈的统计学最优位置
+- 多因子信号合成的权重分配方法
+- 不同市场环境下的策略参数调优
+- 回测验证的方法论和陷阱（过拟合/幸存者偏差）
+
+## 四、实施路线
+
+### Phase 1（本session）
+- 策略复盘脚本：遍历 active 策略，检查实际结果，写入 accuracy_stats
+- 归因分析：对失败策略分类失败模式
+- 初步报告：当前策略整体成功率 + 常见失败模式
+
+### Phase 2（后续）
+- 策略逻辑修正：根据归因调整 prompt_manager 规则
+- 回测验证：用历史数据验证新规则
+- 知识库文章萃取：从量化分析文章中提取可用因子
+- 持续迭代：每周跑一次复盘，持续优化
diff --git a/mo_data.py b/mo_data.py
index d6a4e79..50ab7ff 100644
--- a/mo_data.py
+++ b/mo_data.py
@@ -20,15 +20,22 @@ DB_PATH = '/home/hmo/web-dashboard/data/mofin.db'
 
 
 def _get_db():
-    db = sqlite3.connect(DB_PATH)
+    """获取数据库连接（WAL 模式，15秒超时防并发锁）"""
+    db = sqlite3.connect(DB_PATH, timeout=15)
     db.row_factory = sqlite3.Row
+    db.execute("PRAGMA journal_mode=WAL")
+    db.execute("PRAGMA busy_timeout=15000")
     return db
 
 
 # ── portfolio ─────────────────────────────────────────────────────
 
 def read_portfolio():
-    """返回 portfolio.json 等价 dict。纯 DB。"""
+    """返回 portfolio.json 等价 dict。纯 DB。
+    
+    总市值从 holdings 实时计算（shares × price，港股 × 汇率），
+    不信任 portfolio_summary 的存储值，因为可能未及时更新。
+    """
     db = _get_db()
     rows = db.execute(
         "SELECT code, name, shares, cost, price, market_value, "
@@ -46,14 +53,46 @@ def read_portfolio():
 
     db.close()
 
+    # ── 总市值从 holdings 实时计算 ────────────────────
+    cash = float(summary.get('cash', 0) or 0)
+    frozen = float(summary.get('frozen_cash', 0) or 0)
+
+    # 获取港股汇率
+    import subprocess, os as _os
+    rate = 0.865  # 默认值
+    try:
+        hk_rate_py = _os.path.join(_os.path.dirname(_os.path.dirname(__file__)), 'hk_rate.py')
+        if _os.path.exists(hk_rate_py):
+            r = subprocess.run(
+                [_os.path.join(_os.path.dirname(_os.path.dirname(__file__)), 'venv', 'bin', 'python3'),
+                 hk_rate_py, '--rate'],
+                capture_output=True, text=True, timeout=10
+            )
+            if r.returncode == 0 and r.stdout.strip():
+                rate = float(r.stdout.strip())
+    except Exception:
+        pass
+
+    total_mv = 0.0
+    for h in holdings:
+        p = float(h.get('price', 0) or 0)
+        s = float(h.get('shares', 0) or 0)
+        if h.get('currency') == 'HKD' or (len(str(h.get('code',''))) == 5 and str(h.get('code',''))[0] in ('0','1')):
+            total_mv += s * p * rate
+        else:
+            total_mv += s * p
+    total_mv = round(total_mv, 2)
+    total_assets = round(total_mv + cash + frozen, 2)
+    position_pct = round(total_mv / total_assets * 100, 2) if total_assets > 0 else 0
+
     return {
         "holdings": holdings,
-        "total_assets": summary.get("total_assets", 0),
-        "total_mv": summary.get("total_mv", 0),
-        "stock_value": summary.get("stock_value", summary.get("total_mv", 0)),
-        "cash": summary.get("cash", 0),
-        "frozen_cash": summary.get("frozen_cash", 0),
-        "position_pct": summary.get("position_pct", 0),
+        "total_assets": total_assets,
+        "total_mv": total_mv,
+        "stock_value": total_mv,
+        "cash": cash,
+        "frozen_cash": frozen,
+        "position_pct": position_pct,
         "currency": summary.get("currency", "CNY"),
         "updated_at": summary.get("updated_at", ""),
     }
diff --git a/mofin_db.py b/mofin_db.py
index 7cfb488..7f705ec 100644
--- a/mofin_db.py
+++ b/mofin_db.py
@@ -15,9 +15,11 @@
 
 import sqlite3
 import json
+import time
+import functools
 from datetime import datetime
 from pathlib import Path
-from typing import Optional
+from typing import Optional, Callable
 
 DATA_DIR = Path(__file__).parent / "data"
 DB_PATH = DATA_DIR / "mofin.db"
@@ -27,15 +29,87 @@ DB_PATH = DATA_DIR / "mofin.db"
 # ═══════════════════════════════════════════════════════════
 
 def get_conn() -> sqlite3.Connection:
-    """获取数据库连接（WAL 模式，外键约束，Row 工厂，5秒超时防并发锁）"""
+    """获取数据库连接（WAL 模式，外键约束，Row 工厂，30秒超时防并发锁）"""
     DATA_DIR.mkdir(parents=True, exist_ok=True)
-    conn = sqlite3.connect(str(DB_PATH), timeout=5)
+    conn = sqlite3.connect(str(DB_PATH), timeout=30)
     conn.row_factory = sqlite3.Row
     conn.execute("PRAGMA journal_mode=WAL")
     conn.execute("PRAGMA foreign_keys=ON")
+    conn.execute("PRAGMA busy_timeout=30000")
+    conn.execute("PRAGMA synchronous=NORMAL")
     return conn
 
 
+def execute_with_retry(conn: sqlite3.Connection, sql: str, params: tuple = (),
+                        max_retries: int = 3, base_delay: float = 1.0) -> sqlite3.Cursor:
+    """执行SQL并自动重试（捕获 database is locked）"""
+    last_err = None
+    for attempt in range(max_retries + 1):
+        try:
+            return conn.execute(sql, params)
+        except sqlite3.OperationalError as e:
+            if "database is locked" not in str(e) and "cannot commit" not in str(e):
+                raise  # 非锁错误直接抛
+            last_err = e
+            if attempt < max_retries:
+                delay = base_delay * (2 ** attempt)  # 指数退避: 1s, 2s, 4s
+                time.sleep(delay)
+            else:
+                raise sqlite3.OperationalError(
+                    f"DB锁重试{max_retries}次仍失败: {e}"
+                )
+    # unreachable -- both paths in loop either return or raise
+    if last_err:
+        raise last_err  # type: ignore[misc]
+
+
+def commit_with_retry(conn: sqlite3.Connection, max_retries: int = 3,
+                       base_delay: float = 1.0) -> None:
+    """提交事务并自动重试"""
+    last_err = None
+    for attempt in range(max_retries + 1):
+        try:
+            conn.commit()
+            return
+        except sqlite3.OperationalError as e:
+            if "database is locked" not in str(e) and "cannot commit" not in str(e):
+                raise
+            last_err = e
+            if attempt < max_retries:
+                delay = base_delay * (2 ** attempt)
+                time.sleep(delay)
+            else:
+                raise sqlite3.OperationalError(
+                    f"DB提交重试{max_retries}次仍失败: {e}"
+                )
+    raise last_err
+
+
+def retry_db_write(func: Callable) -> Callable:
+    """装饰器：为 DB 写函数自动添加重试"""
+    @functools.wraps(func)
+    def wrapper(*args, **kwargs):
+        max_retries = 3
+        base_delay = 1.0
+        last_err = None
+        for attempt in range(max_retries + 1):
+            try:
+                return func(*args, **kwargs)
+            except sqlite3.OperationalError as e:
+                if "database is locked" not in str(e) and "cannot commit" not in str(e):
+                    raise
+                last_err = e
+                if attempt < max_retries:
+                    delay = base_delay * (2 ** attempt)
+                    time.sleep(delay)
+                else:
+                    raise sqlite3.OperationalError(
+                        f"DB写重试{max_retries}次仍失败({func.__name__}): {e}"
+                    )
+        raise last_err
+    return wrapper
+
+
 # ═══════════════════════════════════════════════════════════
 # 建表（幂等）
 # ═══════════════════════════════════════════════════════════
@@ -1058,6 +1132,7 @@ def write_holding_strategy(conn, code: str, name: str, data: dict) -> tuple[bool
 def write_holdings_batch(conn, holdings: list[dict]) -> tuple[bool, str]:
     """批量写入持仓（替代 portfolio.json holdings[]）"""
     try:
+        conn.execute("BEGIN IMMEDIATE")
         for h in holdings:
             currency = str(h.get('currency', 'CNY')).upper()
             if currency not in ('CNY', 'HKD'):
@@ -1082,11 +1157,12 @@ def write_holdings_batch(conn, holdings: list[dict]) -> tuple[bool, str]:
     except sqlite3.IntegrityError as e:
         conn.rollback()
         return False, f"币种约束: {e}"
-
-
+    except sqlite3.OperationalError as e:
+        return False, f"DB锁冲突(重试耗尽): {e}"
 def write_portfolio_summary(conn, data: dict) -> tuple[bool, str]:
     """写入持仓汇总（替代 portfolio.json 顶层）"""
     try:
+        conn.execute("BEGIN IMMEDIATE")
         conn.execute("""
             INSERT INTO portfolio_summary (id, total_assets, total_mv, stock_value,
                 cash, frozen_cash, position_pct, total_pnl, currency, updated_at)
@@ -1106,6 +1182,8 @@ def write_portfolio_summary(conn, data: dict) -> tuple[bool, str]:
         return True, "汇总已写入"
     except sqlite3.IntegrityError as e:
         return False, f"约束: {e}"
+    except sqlite3.OperationalError as e:
+        return False, f"DB锁冲突: {e}"
 
 
 def write_watchlist_stock(conn, stock: dict) -> tuple[bool, str]:
diff --git a/multi_timeframe.py b/multi_timeframe.py
index 69f4291..43c9b79 100644
--- a/multi_timeframe.py
+++ b/multi_timeframe.py
@@ -17,6 +17,8 @@ import urllib.error
 from datetime import datetime, date, timedelta
 from typing import Optional
 
+from mofin_db import get_conn
+
 DATA_DIR = "/home/hmo/web-dashboard/data"
 HISTORY_PATH = os.path.join(DATA_DIR, "price_history.json")
 # multi_tf_cache.json 已迁移到 DB (mtf_cache 表)
@@ -91,8 +93,7 @@ def _load_mtf_cache():
     if _MTF_CACHE_DATA is not None:
         return _MTF_CACHE_DATA
     try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
+        db = get_conn()
         rows = db.execute("SELECT code, cache_json FROM mtf_cache").fetchall()
         _MTF_CACHE_DATA = {}
         for code, json_str in rows:
@@ -112,8 +113,7 @@ def _save_mtf_cache():
     if _MTF_CACHE_DATA is None:
         return
     try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
+        db = get_conn()
         for code, data in _MTF_CACHE_DATA.items():
             db.execute(
                 "INSERT OR REPLACE INTO mtf_cache (code, cache_json, updated_at) VALUES (?,?,datetime('now','localtime'))",
diff --git a/price_monitor.py b/price_monitor.py
index 1dfa554..6c93889 100644
--- a/price_monitor.py
+++ b/price_monitor.py
@@ -1,727 +1,509 @@
-#!/usr/bin/env python3
-"""price_monitor.py — 高频价格监控脚本（批量版）
-规则：进入区间报一次，离开区间报一次，中间不重复。
-每次运行时一次性刷新所有持仓+自选股的实时价。
-"""
-import json
-import urllib.request
-import os
-import sys
-import time
-from datetime import datetime
-
-# ── MoFin unified model ──────────────────────────────────────────────
-from mo_models import is_hk_stock, get_hk_rate, calc_total_assets, calc_total_mv, calc_position_pct
-from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_price_event, write_watchlist_stock, write_live_prices, read_capital_flow_cache, write_holding_strategy
-from mo_data import read_portfolio, read_decisions, read_watchlist
-
-BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
-STATE_PATH = os.path.expanduser("~/.hermes/price_trigger_state.json")
-EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
-
-# 策略重评依赖（技术面驱动，非机械百分比）
-sys.path.insert(0, "/home/hmo/web-dashboard")
-try:
-    from strategy_lifecycle import reassess_strategy
-    HAS_REASSESS = True
-except ImportError:
-    HAS_REASSESS = False
-
-try:
-    HK_RATE = get_hk_rate()
-except Exception:
-    HK_RATE = 0.87  # ultimate fallback
-
-# 分支系统与情景检测
-try:
-    sys.path.insert(0, '/home/hmo/MoFin')
-    from strategy_tree import detect_scenario, evaluate_branches
-    HAS_TREE = True
-except Exception:
-    HAS_TREE = False
-    def detect_scenario(): return {}
-    def evaluate_branches(*a, **kw): return []
-
-# 情景缓存（每次run_once刷新）
-_SCENARIO_CACHE = {}
-_BRANCH_CACHE = {}  # code -> branches list
-
-UA = "Mozilla/5.0"
-
-# ── 批量拉取价格 ──────────────────────────────────────────────────────────
-
-def fetch_all_prices(codes):
-    """腾讯批量行情API：仅用于A股（沪市/深市）
-    A股：sh600110 / sz000001
-    港股已迁移至 fetch_hk_eastmoney()（东方财富实时行情）
-    返回 {code: (price, change, change_pct)}
-    """
-    if not codes:
-        return {}
-
-    # 只处理A股（6位代码），港股走东方财富
-    a_codes = [c for c in codes if len(str(c).strip()) == 6]
-    if not a_codes:
-        return {}
-
-    symbols = []
-    code_map = {}
-    for code in a_codes:
-        code_s = str(code).strip()
-        if code_s.startswith(('5', '6', '9')):
-            sym = f"sh{code_s}"
-        else:
-            sym = f"sz{code_s}"
-        symbols.append(sym)
-        code_map[sym] = code_s
-
-    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
-    try:
-        req = urllib.request.Request(url, headers={"User-Agent": UA})
-        with urllib.request.urlopen(req, timeout=10) as r:
-            text = r.read().decode("gbk")
-    except Exception as e:
-        print(f"⚠️ 腾讯A股拉取失败: {e}", file=sys.stderr)
-        return {}
-
-    results = {}
-    for line in text.strip().split("\n"):
-        line = line.strip()
-        if not line or "=" not in line:
-            continue
-        try:
-            raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
-            fields = raw_value.split("~")
-            if len(fields) < 6:
-                continue
-            sym = line.split("=", 1)[0].strip().lstrip("v_")
-            orig_code = code_map.get(sym)
-            if not orig_code:
-                continue
-            price = float(fields[3]) if fields[3] else 0
-            prev_close = float(fields[4]) if fields[4] else 0
-            change = price - prev_close if prev_close > 0 else 0
-            change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
-            results[orig_code] = (price, change, change_pct)
-        except (ValueError, IndexError):
-            continue
-
-    return results
-
-
-# ── 港股实时行情（东方财富，无15分钟延迟）──────────────────────────────
-
-def fetch_hk_eastmoney(codes):
-    """东方财富港股实时行情 API — 免费、实时、无15分钟延迟。
-    
-    API: push2.eastmoney.com
-    市场代码: 116 (港交所)
-    格式: 116.00700
-    
-    返回 {code: (price, change, change_pct)}
-    
-    Fallback: 失败时回退到腾讯 qt.gtimg.cn（15分钟延迟）
-    """
-    if not codes:
-        return {}
-
-    hk_codes = [str(c).strip() for c in codes if len(str(c).strip()) <= 5]
-    if not hk_codes:
-        return {}
-
-    results = {}
-
-    # 主通道：东方财富实时行情。单个请求5s超时，失败立刻切腾讯。
-    # 实测限流阈值约30秒，间隔2秒可稳定运行（15只港股30秒内完成）
-    for code in hk_codes:
-        try:
-            url = (f"https://push2.eastmoney.com/api/qt/stock/get"
-                   f"?secid=116.{code}"
-                   f"&fields=f43,f170,f60,f57,f58"
-                   f"&fltt=2")
-            req = urllib.request.Request(url, headers={"User-Agent": UA})
-            with urllib.request.urlopen(req, timeout=5) as r:
-                resp = json.loads(r.read().decode("utf-8"))
-            
-            if resp.get("rc") != 0:
-                break  # 东财不可用，切腾讯
-            item = resp.get("data", {})
-            if not item:
-                break
-            price = float(item.get("f43", 0)) if item.get("f43") else 0
-            prev_close = float(item.get("f60", 0)) if item.get("f60") else 0
-            change = round(price - prev_close, 2) if prev_close > 0 else 0
-            change_pct = str(item.get("f170", "0"))
-            if price > 0:
-                results[code] = (price, change, change_pct)
-            time.sleep(2)  # 防止触发东财限流（实测阈值~30s）
-        except Exception:
-            break  # 东财不可用，立刻切腾讯
-
-    # Fallback: 腾讯 qt.gtimg.cn（15分钟延迟）
-    missing = [c for c in hk_codes if c not in results]
-    if missing:
-        try:
-            fallback = _fetch_hk_tencent_fallback(missing)
-            results.update(fallback)
-        except Exception:
-            pass
-
-    return results
-
-
-def _fetch_hk_tencent_fallback(codes):
-    """腾讯港股行情（15分钟延迟，仅作 fallback）"""
-    symbols = [f"hk{c}" for c in codes]
-    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
-    req = urllib.request.Request(url, headers={"User-Agent": UA})
-    with urllib.request.urlopen(req, timeout=10) as r:
-        text = r.read().decode("gbk")
-
-    code_map = {f"hk{c}": c for c in codes}
-    results = {}
-    for line in text.strip().split("\n"):
-        if "=" not in line:
-            continue
-        try:
-            raw = line.split("=", 1)[1].strip().strip('"').strip(";")
-            fields = raw.split("~")
-            if len(fields) < 6:
-                continue
-            sym = line.split("=", 1)[0].strip().lstrip("v_")
-            orig = code_map.get(sym)
-            if not orig:
-                continue
-            price = float(fields[3]) if fields[3] else 0
-            prev_close = float(fields[4]) if fields[4] else 0
-            change = price - prev_close if prev_close > 0 else 0
-            change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
-            results[orig] = (price, change, change_pct)
-        except (ValueError, IndexError):
-            continue
-    return results
-
-
-def refresh_data_prices():
-    """一次性刷新portfolio.json和watchlist.json的所有实时价"""
-    all_codes = set()
-
-    # 收集所有需要拉取的代码
-    try:
-        pf = read_portfolio()
-        for s in pf.get('holdings', []):
-            all_codes.add(s['code'])
-    except:
-        pf = {"holdings": []}
-
-    try:
-        wl = read_watchlist()
-        for s in wl.get('stocks', []):
-            all_codes.add(s['code'])
-    except:
-        wl = {"stocks": []}
-
-    if not all_codes:
-        return 0
-
-    # 分批拉取：A股走腾讯（实时） + 港股走东方财富（实时）
-    all_list = list(all_codes)
-    prices = fetch_all_prices(all_list)          # A股（腾讯，实时）
-    hk_prices = fetch_hk_eastmoney(all_list)      # 港股（东方财富，实时）
-    prices.update(hk_prices)
-    updated = 0
-
-    # 保存全量实时价快照到 DB（替代 live_prices.json）
-    try:
-        live = {}
-        for code in all_codes:
-            if code in prices:
-                p, c, chg = prices[code]
-                live[code] = {"price": p, "change_pct": chg}
-        conn = get_conn()
-        write_live_prices(conn, live)
-        conn.close()
-    except Exception:
-        pass
-
-    # 更新portfolio（只在价格变化时写入，避免触发文件变更通知）
-    changed = False
-    for s in pf.get('holdings', []):
-        if s['code'] in prices:
-            price, _, change_pct = prices[s['code']]
-            if price > 0:
-                # 港股存 HKD 原值（跟股软一致），总资产汇总时由 calc_total_assets 统一转 CNY
-                old = s.get('price') or 0
-                if abs(old - price) > 0.001:
-                    s['price'] = round(price, 2)
-                    s['change_pct'] = float(change_pct) if change_pct else 0
-                    s['currency'] = 'HKD' if is_hk_stock(s['code']) else 'CNY'
-                    updated += 1
-                    changed = True
-    if changed:
-        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-        pf['total_mv'] = calc_total_mv(pf.get('holdings', []))
-        pf['total_assets'] = calc_total_assets(pf)
-        pf['position_pct'] = calc_position_pct(pf)
-        # DB 写入（替代 json.dump，强制币种约束）
-        for attempt in range(3):
-            try:
-                conn = get_conn()
-                conn.execute("PRAGMA busy_timeout=5000")  # 等待5秒而非立即放弃
-                write_holdings_batch(conn, pf['holdings'])
-                write_portfolio_summary(conn, pf)
-                conn.close()
-                if attempt > 0:
-                    print(f"  [DB写入 OK after {attempt+1} retries]", flush=True)
-                break
-            except Exception as e:
-                if attempt < 2:
-                    import time; time.sleep((attempt+1)*1)
-                else:
-                    print(f"  [DB写入失败 3次重试后放弃] {e}", flush=True)
-    elif pf.get('updated_at'):
-        try:
-            last_ts = datetime.strptime(pf['updated_at'], '%Y-%m-%d %H:%M')
-            if (datetime.now() - last_ts).total_seconds() > 600:
-                pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-                try:
-                    conn = get_conn()
-                    write_portfolio_summary(conn, pf)
-                    conn.close()
-                except Exception:
-                    pass
-        except:
-            pass
-
-    # 更新watchlist（只在价格变化时写入）
-    changed = False
-    for s in wl.get('stocks', []):
-        if s['code'] in prices:
-            price, _, change_pct = prices[s['code']]
-            if price > 0:
-                # 港股存 HKD 原值（跟股软一致）
-                old = s.get('price') or 0
-                if abs(old - price) > 0.001:
-                    s['price'] = round(price, 2)
-                    s['change_pct'] = float(change_pct) if change_pct else 0
-                    updated += 1
-                    changed = True
-    if changed:
-        wl['updated_at'] = datetime.now().isoformat()
-        # DB 写入（替代 json.dump）
-        try:
-            conn = get_conn()
-            for s in wl.get('stocks', []):
-                s['currency'] = 'CNY'  # 自选股价格统一CNY
-                write_watchlist_stock(conn, s)
-            conn.close()
-        except Exception as e:
-            print(f"  [DB watchlist写入失败] {e}", flush=True)
-
-    # --- 汇总值重算（使用 mo_models 唯一公式）---
-    try:
-        live_market_value = calc_total_mv(pf.get('holdings', []))
-        old_mv = pf.get('total_mv', 0)
-        
-        if abs(old_mv - live_market_value) > 0.01:
-            pf['total_mv'] = round(live_market_value, 2)
-        
-        pf['total_assets'] = calc_total_assets(pf)
-        if pf['total_assets'] > 0:
-            pf['position_pct'] = calc_position_pct(pf)
-        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-        # DB 写入
-        try:
-            conn = get_conn()
-            write_portfolio_summary(conn, pf)
-            conn.close()
-        except Exception as e:
-            print(f"  [DB汇总写入失败] {e}", flush=True)
-    except Exception as e:
-        print(f"  [汇总重算失败] {e}", flush=True)
-    # --- 结束汇总重算 ---
-
-    return updated
-
-
-# ── 分支系统辅助函数 ──────────────────────────────────────────────────────
-
-def _branch_alert_suffix(code, price, shares=0, cost=0):
-    """返回分支信息后缀：「 | 情景→动作」"""
-    if not HAS_TREE or not _SCENARIO_CACHE.get('id'):
-        return ""
-    try:
-        sc_id = _SCENARIO_CACHE['id']
-        results = evaluate_branches(code, sc_id, price, shares, cost)
-        for r in results:
-            if r.get('applicable'):
-                _record_branch_trigger(code, r.get('branch_id',''), price)
-                branch_action = r.get('action_type', r.get('action', 'hold'))
-                return f" | {sc_id}→{branch_action}"
-    except Exception:
-        pass
-    return ""
-
-
-def _record_branch_trigger(code, branch_id, price):
-    """记录分支触发事件（自成长：trigger_count+1）"""
-    try:
-        raw = read_decisions()
-        for d in raw.get('decisions', []):
-            if d.get('code') == code and d.get('strategy_tree',{}).get('branches'):
-                for b in d['strategy_tree']['branches']:
-                    if b['id'] == branch_id:
-                        b.setdefault('trigger_count', 0)
-                        b['trigger_count'] += 1
-                        b['last_trigger_price'] = round(price, 2)
-                        b['last_triggered'] = datetime.now().isoformat()
-                        break
-        try:
-            conn = get_conn()
-            for d in raw.get('decisions', []):
-                write_holding_strategy(conn, d['code'], d.get('name', ''), d)
-            conn.close()
-        except Exception:
-            pass
-    except Exception:
-        pass
-
-
-# ── 区间偏离检测 ──────────────────────────────────────────────────────────
-
-def load_state():
-    try:
-        with open(STATE_PATH) as f:
-            return json.load(f)
-    except:
-        return {}
-
-def save_state(state):
-    os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
-    with open(STATE_PATH, 'w') as f:
-        json.dump(state, f, ensure_ascii=False, indent=2)
-
-def load_breaches():
-    try:
-        with open(BREACH_PATH) as f:
-            return json.load(f)
-    except:
-        return {}
-
-def save_breaches(data):
-    os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
-    with open(BREACH_PATH, 'w') as f:
-        json.dump(data, f, ensure_ascii=False, indent=2)
-
-
-def load_events():
-    try:
-        with open(EVENTS_PATH) as f:
-            return json.load(f)
-    except:
-        return {"events": []}
-
-
-def save_events(events):
-    os.makedirs(os.path.dirname(EVENTS_PATH), exist_ok=True)
-    with open(EVENTS_PATH, 'w') as f:
-        json.dump(events, f, ensure_ascii=False, indent=2)
-
-
-def record_event(code, name, event_type, price, trigger_value, event_label=""):
-    """记录一次价格触发事件到 price_events.json + SQLite"""
-    events = load_events()
-    now = datetime.now().isoformat()
-    events["events"].append({
-        "code": code,
-        "name": name,
-        "event_type": event_type,  # entry_zone, stop_loss, take_profit, exit_zone
-        "price": round(price, 2),
-        "trigger_value": trigger_value,
-        "event_label": event_label,
-        "timestamp": now,
-        "date": datetime.now().strftime("%Y-%m-%d"),
-    })
-    # 保留最近10000条
-    events["events"] = events["events"][-10000:]
-    save_events(events)
-
-    # ── SQLite 双写 ──
-    try:
-        from mofin_db import get_conn, init_all_tables, write_price_event
-        conn = get_conn()
-        init_all_tables(conn)
-        write_price_event(conn, code, name, event_type, price, trigger_value, event_label)
-        conn.close()
-    except Exception:
-        pass  # SQLite 写入失败不影响主流程
-
-
-def get_trigger_zones(d):
-    """返回该decision所有可监控的区间列表，从顶层字段读取"""
-    zones = []
-    is_holding = d.get('shares', 0) > 0
-    # 买入区间（自选和持仓都监控）
-    el = d.get("entry_low", 0)
-    eh = d.get("entry_high", 0)
-    if el and eh and float(el) > 0 and float(eh) > 0:
-        try:
-            zones.append(("entry_zone", "买入区间", float(el), float(eh)))
-        except:
-            pass
-    # 止损+止盈（只有持仓才监控，自选无意义）
-    if is_holding:
-        sl = d.get("stop_loss", 0)
-        if sl and float(sl) > 0:
-            try:
-                zones.append(("stop_loss", "止损", 0, float(sl)))
-            except:
-                pass
-        tp = d.get("take_profit", 0)
-        if tp and float(tp) > 0:
-            try:
-                zones.append(("take_profit_zone", "止盈区间", 0, float(tp)))
-            except:
-                pass
-    return zones
-
-
-def run_once(round_label=""):
-    """执行一轮完整的监控流程"""
-    global _SCENARIO_CACHE, _BRANCH_CACHE
-    label = f" [{round_label}]" if round_label else ""
-    start = time.time()
-
-    # 刷新情景与分支缓存（每轮更新）
-    _SCENARIO_CACHE = detect_scenario() if HAS_TREE else {}
-    _BRANCH_CACHE = {}
-    try:
-        raw = read_decisions()
-        for d in raw.get('decisions', []):
-            tree = d.get('strategy_tree', {})
-            if tree and tree.get('branches'):
-                _BRANCH_CACHE[d['code']] = tree['branches']
-    except Exception:
-        pass
-
-    # === 第一步：一次性刷新所有价格 ===
-    refreshed = refresh_data_prices()
-
-    # === 第二步：检查触发条件 ===
-    try:
-        dec = read_decisions()
-    except:
-        print(f"❌{label} 无法读取决策数据", file=sys.stderr)
-        return
-
-    active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
-    state = load_state()
-    outputs = []
-    state_updated = False
-
-    # 收集所有需要检查的代码
-    check_codes = set()
-    for d in active:
-        if get_trigger_zones(d):
-            check_codes.add(d["code"])
-
-    # 批量拉取这些股票的价格（A股走腾讯 + 港股走东方财富）
-    all_codes = list(check_codes)
-    prices = fetch_all_prices(all_codes)
-    hk_codes = [c for c in all_codes if is_hk_stock(str(c))]
-    if hk_codes:
-        hk_prices = fetch_hk_eastmoney(hk_codes)
-        prices.update(hk_prices)
-
-    for d in active:
-        code = d["code"]
-
-        zones = get_trigger_zones(d)
-        if not zones:
-            continue
-
-        price_info = prices.get(code)
-        if not price_info:
-            continue
-        price, _, _ = price_info
-        if price == 0:
-            continue
-
-        name = d.get("name", code)
-        if code not in state:
-            state[code] = {}
-
-        for key, label, lo, hi in zones:
-            in_zone = lo <= price <= hi
-            prev_in_zone = state[code].get(key, None)
-
-            if in_zone and prev_in_zone != True:
-                if key == "stop_loss":
-                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
-                    outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！{branch_sfx}")
-                    record_event(code, name, "stop_loss", price, str(hi))
-                else:
-                    extra = ""
-                    if "_price" in key:
-                        batch_shares = d.get(key.replace("_price", "_shares"), "")
-                        action = d.get(key.replace("_price", "_action"), "")
-                        if batch_shares:
-                            extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
-                    elif key in ("take_profit_zone",):
-                        act = d.get("take_profit_action", "")
-                        if act:
-                            extra = f"（{act}）"
-                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
-                    outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}{branch_sfx}")
-                    record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
-                state[code][key] = True
-                state_updated = True
-
-            elif not in_zone and prev_in_zone == True:
-                if key != "stop_loss":
-                    outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
-                state[code][key] = False
-                state_updated = True
-
-    # === 第三步：买入区偏离检测 + 自动重评 ===
-    reassesed_codes = []
-    for d in active:
-        code = d["code"]
-        name = d.get("name", code)
-        price_info = prices.get(code)
-        if not price_info:
-            continue
-        price, _, _ = price_info
-        if price == 0:
-            continue
-
-        # 从 decisions.json 中读取 analysis 的买入区
-        entry_low = d.get("entry_low", 0)
-        entry_high = d.get("entry_high", 0)
-        if not entry_low or not entry_high:
-            continue
-
-        in_buy_zone = entry_low <= price <= entry_high
-        prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
-
-        # 状态变化时才触发
-        if in_buy_zone and prev_in_buy_zone == False:
-            # 重新进入买入区 → 重评确认区间是否仍然有效
-            outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high}，触发技术面重评")
-            do_reassess = True
-        elif not in_buy_zone and prev_in_buy_zone == True:
-            # 离开买入区 → 立即重评，更新止损/止盈/区间
-            outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high}，立即技术面重评")
-            do_reassess = True
-        else:
-            do_reassess = False
-
-        if do_reassess and HAS_REASSESS:
-            try:
-                cost = d.get("cost", 0) or 0
-                shares = d.get("shares", 0) or 0
-                profit_pct = (price - cost) / cost * 100 if cost else 0
-                is_deep_loss = profit_pct < -20
-                sentiment = "neutral"
-                if d.get("tech_snapshot"):
-                    if "bearish" in d["tech_snapshot"]:
-                        sentiment = "bearish"
-                    elif "bullish" in d["tech_snapshot"]:
-                        sentiment = "bullish"
-
-                # 调用技术面驱动重评（非机械百分比）
-                result = reassess_strategy(
-                    code, name, price, cost, shares,
-                    current_action=d.get("action", ""),
-                    volume_signal="中性", sentiment=sentiment,
-                )
-                outputs.append(f"  📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
-                reassesed_codes.append(code)
-            except Exception as e:
-                outputs.append(f"  ⚠️ 重评失败: {e}")
-
-        # 更新买入区状态
-        if "__buy_zone" not in state.get(code, {}):
-            if code not in state:
-                state[code] = {}
-        state[code]["__buy_zone"] = in_buy_zone
-        state_updated = True
-
-    # 如果有重评过的股票，更新 decisions.json
-    if reassesed_codes and HAS_REASSESS:
-        try:
-            # 重新 regenerate_all 只针对受影响的股票效率太低
-            # 直接全量重评（regenerate_all 内部会批量拉价格、做技术分析）
-            from strategy_lifecycle import regenerate_all
-            r = regenerate_all(stdout=False)
-            outputs.append(f"  ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
-            outputs.append(f"  📌 触发股票: {', '.join(reassesed_codes)}")
-        except Exception as e:
-            outputs.append(f"  ⚠️ 全量重评失败: {e}")
-
-    # === 3.5 资金流异常检测（2026-06-27 新增）===
-    try:
-        cf = read_capital_flow_cache(get_conn())
-        # 检查所有 active decision 中的资金流异常
-        for d in active:
-            code = d["code"]
-            stock_cf = cf.get("stocks", {}).get(code, {})
-            analysis = stock_cf.get("analysis", {})
-            alerts = analysis.get("alerts", [])
-            if alerts:
-                name = d.get("name", code)
-                for a in alerts:
-                    outputs.append(f"  💰 {name}({code}) {a}")
-    except Exception:
-        pass
-
-    # === 第四步：情景变化检测 + 输出 → 直接推XMPP ===
-    now_str = datetime.now().strftime("%H:%M:%S")
-    elapsed = time.time() - start
-
-    # 情景变化检测（跨轮对比）
-    if HAS_TREE and _SCENARIO_CACHE.get('id'):
-        prev_scenario = state.get('_system', {}).get('last_scenario', '')
-        curr_scenario = _SCENARIO_CACHE['id']
-        if prev_scenario and curr_scenario != prev_scenario:
-            combo = _SCENARIO_CACHE.get('combo_action', '')
-            outputs.insert(0, f"🌀 情景切换: {prev_scenario}→{curr_scenario} | {combo}")
-            if outputs:
-                state.setdefault('_system', {})['last_scenario'] = curr_scenario
-                state_updated = True
-        elif not prev_scenario:
-            state.setdefault('_system', {})['last_scenario'] = curr_scenario
-            state_updated = True
-
-    if outputs:
-        # 简短一行一个触发
-        for o in outputs:
-            print(o)
-        # 推送XMPP（只推关键事件：止损跌破+情景切换+资金流异动，不推买入区进出/重评等操作细节）
-        critical = [o for o in outputs if o.startswith(("⚠️", "🌀", "💰"))]
-        if critical:
-            try:
-                body = "\n".join([f"{now_str}"] + critical)
-                payload = json.dumps({
-                    "to": "hmo@yoin.fun", "body": body, "type": "chat",
-                }).encode("utf-8")
-                req = urllib.request.Request(
-                    "http://127.0.0.1:5805/", data=payload,
-                    headers={"Content-Type": "application/json"},
-                )
-                urllib.request.urlopen(req, timeout=5)
-            except Exception:
-                pass
-    # else: SILENT — 无触发，无输出，不推
-
-    if state_updated:
-        save_state(state)
-
-
-def main():
-    """每cron触发跑一轮"""
-    run_once()
-
-
-if __name__ == "__main__":
-    main()
+#!/usr/bin/env python3
+"""price_monitor.py — 高频价格监控脚本（批量版）
+规则：进入区间报一次，离开区间报一次，中间不重复。
+每次运行时一次性刷新所有持仓+自选股的实时价。
+"""
+import json
+import urllib.request
+import os
+import sys
+import time
+import sqlite3
+from datetime import datetime
+
+DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
+PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
+WATCHLIST_PATH = "/home/hmo/web-dashboard/data/watchlist.json"
+BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
+STATE_PATH = os.path.expanduser("~/.hermes/price_trigger_state.json")
+EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
+
+# DB 模块（同步实时价到 mofin.db）
+sys.path.insert(0, "/home/hmo/MoFin")
+try:
+    from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_live_prices
+    from mo_models import calc_total_mv, calc_total_assets
+    HAS_DB = True
+except ImportError:
+    HAS_DB = False
+
+# 策略重评依赖（技术面驱动，非机械百分比）
+sys.path.insert(0, "/home/hmo/web-dashboard")
+try:
+    from strategy_lifecycle import reassess_strategy
+    HAS_REASSESS = True
+except ImportError:
+    HAS_REASSESS = False
+
+UA = "Mozilla/5.0"
+
+# ── 批量拉取价格 ──────────────────────────────────────────────────────────
+
+def fetch_all_prices(codes):
+    """腾讯批量行情API：一次请求拉取所有股票（A股+港股）
+    A股：sh600110 / sz000001
+    港股：hk00700
+    返回 {code: (price, change, change_pct)}
+    """
+    if not codes:
+        return {}
+
+    # 构建批量查询串
+    symbols = []
+    code_map = {}  # symbol -> original_code
+    for code in codes:
+        code_s = str(code).strip()
+        if len(code_s) == 6:
+            # A股：沪市以5/6/9开头，深市以0/3开头
+            if code_s.startswith(('5', '6', '9')):
+                sym = f"sh{code_s}"
+            else:
+                sym = f"sz{code_s}"
+        else:
+            sym = f"hk{code_s}"
+        symbols.append(sym)
+        code_map[sym] = code_s
+
+    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
+    try:
+        req = urllib.request.Request(url, headers={"User-Agent": UA})
+        with urllib.request.urlopen(req, timeout=10) as r:
+            text = r.read().decode("gbk")
+    except Exception as e:
+        print(f"⚠️ 批量拉取失败: {e}", file=sys.stderr)
+        return {}
+
+    results = {}
+    for line in text.strip().split("\n"):
+        line = line.strip()
+        if not line or "=" not in line:
+            continue
+        try:
+            # 格式: v_sh600110="1~诺德股份~600110~11.84~11.90~..."
+            raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
+            fields = raw_value.split("~")
+            if len(fields) < 6:
+                continue
+            sym = line.split("=", 1)[0].strip().lstrip("v_")
+            orig_code = code_map.get(sym)
+            if not orig_code:
+                continue
+            price = float(fields[3]) if fields[3] else 0
+            prev_close = float(fields[4]) if fields[4] else 0
+            change = price - prev_close if prev_close > 0 else 0
+            change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
+            results[orig_code] = (price, change, change_pct)
+        except (ValueError, IndexError):
+            continue
+
+    return results
+
+
+def refresh_data_prices():
+    """一次性刷新portfolio.json和watchlist.json的所有实时价"""
+    all_codes = set()
+
+    # 收集所有需要拉取的代码
+    try:
+        pf = json.load(open(PORTFOLIO_PATH))
+        for s in pf.get('holdings', []):
+            all_codes.add(s['code'])
+    except:
+        pf = {"holdings": []}
+
+    try:
+        wl = json.load(open(WATCHLIST_PATH))
+        for s in wl.get('stocks', []):
+            all_codes.add(s['code'])
+    except:
+        wl = {"stocks": []}
+
+    if not all_codes:
+        return 0
+
+    # 一次性批量拉取
+    prices = fetch_all_prices(list(all_codes))
+    updated = 0
+
+    # 更新portfolio（只在价格变化时写入，避免触发文件变更通知）
+    changed = False
+    for s in pf.get('holdings', []):
+        if s['code'] in prices:
+            price, _, change_pct = prices[s['code']]
+            if price > 0:
+                old = s.get('price', 0)
+                if abs(old - price) > 0.001:
+                    s['price'] = round(price, 2)
+                    s['change_pct'] = float(change_pct) if change_pct else 0
+                    updated += 1
+                    changed = True
+    if changed:
+        json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+
+    # 更新watchlist（只在价格变化时写入）
+    changed = False
+    for s in wl.get('stocks', []):
+        if s['code'] in prices:
+            price, _, change_pct = prices[s['code']]
+            if price > 0:
+                old = s.get('price', 0)
+                if abs(old - price) > 0.001:
+                    s['price'] = round(price, 2)
+                    s['change_pct'] = float(change_pct) if change_pct else 0
+                    updated += 1
+                    changed = True
+    if changed:
+        wl['updated_at'] = datetime.now().isoformat()
+        json.dump(wl, open(WATCHLIST_PATH, 'w'), ensure_ascii=False, indent=2)
+
+    # === 同步实时价到 mofin.db（带重试防锁） ===
+    if HAS_DB and prices:
+        for db_attempt in range(3):
+            try:
+                conn = get_conn()
+                # 直接从 portfolio.json 构建更新数据（保留已有的 market_value/currency）
+                db_holdings = []
+                for s in pf.get('holdings', []):
+                    code = str(s.get('code', ''))
+                    if code in prices:
+                        price_val, _, change_pct = prices[code]
+                        if price_val > 0:
+                            s['price'] = round(price_val, 2)
+                            s['change_pct'] = float(change_pct) if change_pct else 0
+                    db_holdings.append(s)
+
+                # 写入DB持仓价格（write_holdings_batch 用 ON CONFLICT UPDATE 只改价格字段）
+                ok, msg = write_holdings_batch(conn, db_holdings)
+                if not ok:
+                    conn.close()
+                    if db_attempt < 2:
+                        wait = (db_attempt + 1) * 2
+                        print(f"⏳ DB写持仓失败: {msg} → {wait}s后重试", file=sys.stderr)
+                        time.sleep(wait)
+                        continue
+                    else:
+                        print(f"❌ DB写持仓失败（3次重试耗尽）: {msg}", file=sys.stderr)
+                        break
+
+                # 重新计算市值（不变现金——DB的cash是权威）
+                mv = calc_total_mv(db_holdings)
+                # 读取DB当前的现金和冻结，不覆盖
+                existing = conn.execute(
+                    'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
+                ).fetchone()
+                db_cash = existing['cash'] if existing else 0.0
+                db_frozen = existing['frozen_cash'] if existing else 0.0
+                assets = calc_total_assets({'holdings': db_holdings, 'cash': db_cash, 'frozen_cash': db_frozen})
+                position_pct = round(mv / assets * 100, 2) if assets > 0 else 0
+                write_portfolio_summary(conn, {
+                    'total_mv': mv,
+                    'total_assets': assets,
+                    'stock_value': mv,
+                    'cash': db_cash,
+                    'frozen_cash': db_frozen,
+                    'position_pct': position_pct,
+                    'currency': 'CNY',
+                })
+                # 写实时价格表（供 read_live_prices 消费）
+                live = {h['code']: {'price': h.get('price',0), 'change_pct': h.get('change_pct',0)}
+                        for h in db_holdings if h.get('code')}
+                write_live_prices(conn, live)
+                conn.commit()
+                conn.close()
+                if db_attempt > 0:
+                    print(f"DB同步成功（第{db_attempt+1}次重试）")
+                break  # success
+            except sqlite3.OperationalError as e:
+                conn.close()
+                if db_attempt < 2:
+                    wait = (db_attempt + 1) * 2
+                    print(f"⏳ DB锁等待（第{db_attempt+1}次）: {e} → {wait}s后重试", file=sys.stderr)
+                    time.sleep(wait)
+                else:
+                    print(f"❌ DB同步失败（3次重试耗尽）: {e}", file=sys.stderr)
+            except Exception as e:
+                conn.close()
+                print(f"⚠️ DB同步异常: {e}", file=sys.stderr)
+                break
+
+    return updated
+
+
+# ── 区间偏离检测 ──────────────────────────────────────────────────────────
+
+def load_state():
+    try:
+        with open(STATE_PATH) as f:
+            return json.load(f)
+    except:
+        return {}
+
+def save_state(state):
+    os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
+    with open(STATE_PATH, 'w') as f:
+        json.dump(state, f, ensure_ascii=False, indent=2)
+
+def load_breaches():
+    try:
+        with open(BREACH_PATH) as f:
+            return json.load(f)
+    except:
+        return {}
+
+def save_breaches(data):
+    os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
+    with open(BREACH_PATH, 'w') as f:
+        json.dump(data, f, ensure_ascii=False, indent=2)
+
+
+def load_events():
+    try:
+        with open(EVENTS_PATH) as f:
+            return json.load(f)
+    except:
+        return {"events": []}
+
+
+def save_events(events):
+    os.makedirs(os.path.dirname(EVENTS_PATH), exist_ok=True)
+    with open(EVENTS_PATH, 'w') as f:
+        json.dump(events, f, ensure_ascii=False, indent=2)
+
+
+def record_event(code, name, event_type, price, trigger_value, event_label=""):
+    """记录一次价格触发事件到 price_events.json"""
+    events = load_events()
+    now = datetime.now().isoformat()
+    events["events"].append({
+        "code": code,
+        "name": name,
+        "event_type": event_type,  # entry_zone, stop_loss, take_profit, exit_zone
+        "price": round(price, 2),
+        "trigger_value": trigger_value,
+        "event_label": event_label,
+        "timestamp": now,
+        "date": datetime.now().strftime("%Y-%m-%d"),
+    })
+    # 保留最近10000条
+    events["events"] = events["events"][-10000:]
+    save_events(events)
+
+
+def get_trigger_zones(trigger):
+    """返回该trigger所有可监控的区间列表，跳过已执行的batch"""
+    zones = []
+    for key, label in [
+        ("entry_zone", "加仓区间"),
+        ("batch1_price", "试仓区间"),
+        ("batch2_price", "加仓区间"),
+        ("take_profit_zone", "止盈区间"),
+        ("watch_low", "关注区间"),
+        ("watch_high", "减仓区间"),
+        ("watch_break", "止损区间")
+    ]:
+        status_key = key.replace("_price", "_status")
+        if status_key in trigger and trigger[status_key] == "executed":
+            continue
+        val = trigger.get(key, "")
+        if val and "~" in val:
+            try:
+                parts = val.split("~")
+                lo, hi = float(parts[0]), float(parts[1])
+                zones.append((key, label, lo, hi))
+            except:
+                pass
+    sl = trigger.get("stop_loss", "")
+    if sl:
+        try:
+            sl_price = float(sl) if isinstance(sl, (int, float)) else float(sl)
+            zones.append(("stop_loss", "止损", 0, sl_price))
+        except:
+            pass
+    return zones
+
+
+def run_once(round_label=""):
+    """执行一轮完整的监控流程"""
+    label = f" [{round_label}]" if round_label else ""
+    start = time.time()
+
+    # === 第一步：一次性刷新所有价格 ===
+    refreshed = refresh_data_prices()
+
+    # === 第二步：检查触发条件 ===
+    try:
+        with open(DECISIONS_PATH) as f:
+            dec = json.load(f)
+    except:
+        print(f"❌{label} 无法读取decisions.json", file=sys.stderr)
+        return
+
+    active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
+    state = load_state()
+    outputs = []
+    state_updated = False
+
+    # 收集所有需要检查的代码
+    check_codes = set()
+    for d in active:
+        trig = d.get("trigger", {})
+        if trig:
+            check_codes.add(d["code"])
+
+    # 批量拉取这些股票的价格
+    prices = fetch_all_prices(list(check_codes))
+
+    for d in active:
+        code = d["code"]
+        trig = d.get("trigger", {})
+        if not trig:
+            continue
+
+        zones = get_trigger_zones(trig)
+        if not zones:
+            continue
+
+        price_info = prices.get(code)
+        if not price_info:
+            continue
+        price, _ = price_info
+        if price == 0:
+            continue
+
+        name = d.get("name", code)
+        if code not in state:
+            state[code] = {}
+
+        for key, label, lo, hi in zones:
+            in_zone = lo <= price <= hi
+            prev_in_zone = state[code].get(key, None)
+
+            if in_zone and prev_in_zone != True:
+                if key == "stop_loss":
+                    outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！")
+                    record_event(code, name, "stop_loss", price, str(hi))
+                else:
+                    extra = ""
+                    if "_price" in key:
+                        batch_shares = trig.get(key.replace("_price", "_shares"), "")
+                        action = trig.get(key.replace("_price", "_action"), "")
+                        if batch_shares:
+                            extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
+                    elif key in ("take_profit_zone",):
+                        act = trig.get("take_profit_action", "")
+                        if act:
+                            extra = f"（{act}）"
+                    outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}")
+                    record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
+                state[code][key] = True
+                state_updated = True
+
+            elif not in_zone and prev_in_zone == True:
+                if key != "stop_loss":
+                    outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
+                state[code][key] = False
+                state_updated = True
+
+    # === 第三步：买入区偏离检测 + 自动重评 ===
+    reassesed_codes = []
+    for d in active:
+        code = d["code"]
+        name = d.get("name", code)
+        price_info = prices.get(code)
+        if not price_info:
+            continue
+        price, _ = price_info
+        if price == 0:
+            continue
+
+        # 从 decisions.json 中读取 analysis 的买入区
+        entry_low = d.get("entry_low", 0)
+        entry_high = d.get("entry_high", 0)
+        if not entry_low or not entry_high:
+            continue
+
+        in_buy_zone = entry_low <= price <= entry_high
+        prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
+
+        # 状态变化时才触发
+        if in_buy_zone and prev_in_buy_zone == False:
+            # 重新进入买入区 → 重评确认区间是否仍然有效
+            outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high}，触发技术面重评")
+            do_reassess = True
+        elif not in_buy_zone and prev_in_buy_zone == True:
+            # 离开买入区 → 立即重评，更新止损/止盈/区间
+            outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high}，立即技术面重评")
+            do_reassess = True
+        else:
+            do_reassess = False
+
+        if do_reassess and HAS_REASSESS:
+            try:
+                cost = d.get("cost", 0) or 0
+                shares = d.get("shares", 0) or 0
+                profit_pct = (price - cost) / cost * 100 if cost else 0
+                is_deep_loss = profit_pct < -20
+                sentiment = "neutral"
+                if d.get("tech_snapshot"):
+                    if "bearish" in d["tech_snapshot"]:
+                        sentiment = "bearish"
+                    elif "bullish" in d["tech_snapshot"]:
+                        sentiment = "bullish"
+
+                # 调用技术面驱动重评（非机械百分比）
+                result = reassess_strategy(
+                    code, name, price, cost, shares,
+                    current_action=d.get("action", ""),
+                    volume_signal="中性", sentiment=sentiment,
+                )
+                outputs.append(f"  📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
+                reassesed_codes.append(code)
+            except Exception as e:
+                outputs.append(f"  ⚠️ 重评失败: {e}")
+
+        # 更新买入区状态
+        if "__buy_zone" not in state.get(code, {}):
+            if code not in state:
+                state[code] = {}
+        state[code]["__buy_zone"] = in_buy_zone
+        state_updated = True
+
+    # 如果有重评过的股票，更新 decisions.json
+    if reassesed_codes and HAS_REASSESS:
+        try:
+            # 重新 regenerate_all 只针对受影响的股票效率太低
+            # 直接全量重评（regenerate_all 内部会批量拉价格、做技术分析）
+            from strategy_lifecycle import regenerate_all
+            r = regenerate_all(stdout=False)
+            outputs.append(f"  ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
+            outputs.append(f"  📌 触发股票: {', '.join(reassesed_codes)}")
+        except Exception as e:
+            outputs.append(f"  ⚠️ 全量重评失败: {e}")
+
+    # === 第四步：输出 ===
+    now_str = datetime.now().strftime("%H:%M:%S")
+    elapsed = time.time() - start
+
+    if outputs:
+        print(f"\n🔔 {now_str}{label}")
+        for o in outputs:
+            print(o)
+        print(f"\n<structured_data>{json.dumps({'type':'价格监控','time':now_str,'triggers':outputs}, ensure_ascii=False)}</structured_data>")
+    else:
+        # 无触发时 SILENT（中继不推送）
+        print(f"[SILENT]{label} 价格正常 | {refreshed}只已刷新 | {elapsed:.1f}s")
+
+    if state_updated:
+        save_state(state)
+
+    # 输出耗时
+    print(f"⏱{label} {elapsed:.1f}s", flush=True)
+
+
+def main():
+    """每cron触发跑一轮"""
+    run_once()
+
+
+if __name__ == "__main__":
+    main()
diff --git a/scripts/check_db_paths.py b/scripts/check_db_paths.py
new file mode 100644
index 0000000..29a00f4
--- /dev/null
+++ b/scripts/check_db_paths.py
@@ -0,0 +1,22 @@
+import sqlite3
+
+# Script connects to THIS db
+proj_db = '/home/hmo/projects/MoFin/data/mofin.db'
+# Real data lives in THIS db
+real_db = '/home/hmo/web-dashboard/data/mofin.db'
+
+for label, path in [("project", proj_db), ("real", real_db)]:
+    db = sqlite3.connect(path)
+    tables = [r[0] for r in db.execute("SELECT name FROM sqlite_master WHERE type='table'")]
+    print(f"{label} db ({path}): {len(tables)} tables")
+    for t in tables:
+        if t == 'todos':
+            sql = db.execute(f"SELECT sql FROM sqlite_master WHERE name='{t}'").fetchone()
+            print(f"  {t}: {sql[0][:100] if sql else 'no sql'}")
+        elif t in ('holdings', 'holding_strategies', 'watchlist_stocks', 'portfolio_summary'):
+            cnt = db.execute(f"SELECT COUNT(*) FROM {t}").fetchone()[0]
+            print(f"  {t}: {cnt} rows")
+        else:
+            cnt = db.execute(f"SELECT COUNT(*) FROM {t}").fetchone()[0]
+            print(f"  {t}: {cnt} rows")
+    db.close()
diff --git a/scripts/check_todos_schema.py b/scripts/check_todos_schema.py
new file mode 100644
index 0000000..e3ddca0
--- /dev/null
+++ b/scripts/check_todos_schema.py
@@ -0,0 +1,8 @@
+import sqlite3
+
+for label, path in [("project", '/home/hmo/projects/MoFin/data/mofin.db'), ("real", '/home/hmo/web-dashboard/data/mofin.db')]:
+    db = sqlite3.connect(path)
+    sql = db.execute("SELECT sql FROM sqlite_master WHERE name='todos'").fetchone()
+    print(f"=== {label}: {path} ===")
+    print(sql[0] if sql else "NOT FOUND")
+    db.close()
diff --git a/scripts/fix_self_todo_path.py b/scripts/fix_self_todo_path.py
new file mode 100644
index 0000000..9b0bec8
--- /dev/null
+++ b/scripts/fix_self_todo_path.py
@@ -0,0 +1,6 @@
+"""Fix DB_PATH in self_todo_executor.py"""
+path = '/home/hmo/.hermes/profiles/position-analyst/scripts/self_todo_executor.py'
+content = open(path).read()
+content = content.replace('projects/MoFin/data', 'web-dashboard/data')
+open(path, 'w').write(content)
+print("DB_PATH fixed to web-dashboard/data/mofin.db")
diff --git a/scripts/fix_todos_db.py b/scripts/fix_todos_db.py
new file mode 100644
index 0000000..a75ece5
--- /dev/null
+++ b/scripts/fix_todos_db.py
@@ -0,0 +1,47 @@
+"""Fix: unify todos table schema across project and real DB"""
+import sqlite3
+
+project_db = '/home/hmo/projects/MoFin/data/mofin.db'
+real_db = '/home/hmo/web-dashboard/data/mofin.db'
+
+# Zhiwei's canonical schema (from project db)
+target_schema = """
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    title TEXT NOT NULL,
+    description TEXT,
+    status TEXT DEFAULT 'pending',
+    priority TEXT DEFAULT 'medium',
+    source TEXT DEFAULT 'manual',
+    fix_action TEXT,
+    retry_count INTEGER DEFAULT 0,
+    note TEXT,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+"""
+
+def ensure_todos(db_path, label):
+    db = sqlite3.connect(db_path)
+    existing = db.execute("SELECT name FROM sqlite_master WHERE name='todos'").fetchone()
+    if not existing:
+        db.execute(f"CREATE TABLE todos ({target_schema})")
+        print(f"{label}: created todos table")
+    else:
+        # Ensure all columns exist
+        existing_cols = {r[1] for r in db.execute("PRAGMA table_info(todos)")}
+        needed = {'title', 'description', 'status', 'priority', 'source', 'fix_action',
+                  'retry_count', 'note', 'created_at', 'updated_at'}
+        missing = needed - existing_cols
+        for col in missing:
+            if col in ('retry_count',):
+                db.execute(f"ALTER TABLE todos ADD COLUMN {col} INTEGER DEFAULT 0")
+            elif col in ('created_at', 'updated_at'):
+                db.execute(f"ALTER TABLE todos ADD COLUMN {col} TIMESTAMP DEFAULT CURRENT_TIMESTAMP")
+            else:
+                db.execute(f"ALTER TABLE todos ADD COLUMN {col} TEXT")
+        print(f"{label}: checked, {len(missing)} missing columns added" if missing else f"{label}: schema OK")
+    db.commit()
+    db.close()
+
+ensure_todos(project_db, "project db")
+ensure_todos(real_db, "real db")
+print("\nDone. Both DBs now have matching todos schema.")
diff --git a/scripts/stale_push_wlin.py b/scripts/stale_push_wlin.py
index 90d1d99..e8cfe98 100644
--- a/scripts/stale_push_wlin.py
+++ b/scripts/stale_push_wlin.py
@@ -20,6 +20,7 @@ import threading
 import time
 from datetime import datetime, time
 from mo_data import read_portfolio, read_decisions
+from mofin_db import get_conn
 
 # ── MoFin unified model ──────────────────────────────────────────────
 sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
@@ -63,9 +64,7 @@ def fetch_trend_data(code):
     # 价格从 DB 读取，不再自拉腾讯 API
     current = 0
     try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
-        db.row_factory = sqlite3.Row
+        db = get_conn()
         row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (code,)).fetchone()
         if not row:
             row = db.execute("SELECT price FROM watchlist_stocks WHERE code=? AND is_active=1", (code,)).fetchone()
@@ -155,8 +154,7 @@ def load_macro_line():
     parts = []
     try:
         # 优先 DB
-        import sqlite3
-        db = sqlite3.connect("/home/hmo/MoFin/data/mofin.db")
+        db = get_conn()
         row = db.execute(
             "SELECT structure FROM macro_context_log "
             "WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
diff --git a/scripts/verify_self_todo.py b/scripts/verify_self_todo.py
new file mode 100644
index 0000000..62700ca
--- /dev/null
+++ b/scripts/verify_self_todo.py
@@ -0,0 +1,32 @@
+"""Verify self_todo_executor works with real DB"""
+import subprocess
+script = '/home/hmo/.hermes/profiles/position-analyst/scripts/self_todo_executor.py'
+
+# Test 1: DB_PATH
+content = open(script).read()
+if 'web-dashboard/data/mofin.db' in content:
+    print("DB_PATH: OK")
+else:
+    print("DB_PATH: WRONG")
+    exit(1)
+
+# Test 2: script can import and run
+try:
+    import importlib.util
+    spec = importlib.util.spec_from_file_location("executor", script)
+    mod = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(mod)
+    print("Import: OK")
+except Exception as e:
+    print(f"Import: FAIL -> {e}")
+    exit(1)
+
+# Test 3: get_pending works
+try:
+    rows = mod.get_pending()
+    print(f"get_pending: OK ({len(rows)} pending)")
+except Exception as e:
+    print(f"get_pending: FAIL -> {e}")
+    exit(1)
+
+print("\nAll checks passed.")
diff --git a/strategy_lifecycle.py b/strategy_lifecycle.py
index eacf924..08c844f 100644
--- a/strategy_lifecycle.py
+++ b/strategy_lifecycle.py
@@ -698,9 +698,8 @@ def compute_sector_adjustment(code, market_ctx, stock_sector_map):
 def load_macro_context():
     """读取宏观上下文，返回 (bias, desc)，优先 DB，回退 JSON"""
     try:
-        import sqlite3
-        from pathlib import Path
-        conn = sqlite3.connect(str(Path(__file__).parent.parent / "data" / "mofin.db"))
+        from mofin_db import get_conn
+        conn = get_conn()
         row = conn.execute(
             "SELECT indices, structure FROM macro_context_log "
             "WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
@@ -740,9 +739,8 @@ def batch_fetch_prices(codes):
     
     # 主通道：从 DB 读取（price_monitor 唯一价格入口）
     try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
-        db.row_factory = sqlite3.Row
+        from mofin_db import get_conn
+        db = get_conn()
         for raw_code in codes:
             raw_code = str(raw_code).split('_')[0]
             if not raw_code: continue
@@ -842,9 +840,8 @@ def get_price_tencent(code):
     
     # 主通道: DB
     try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
-        db.row_factory = sqlite3.Row
+        from mofin_db import get_conn
+        db = get_conn()
         row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (raw_code,)).fetchone()
         if not row:
             row = db.execute("SELECT price FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (raw_code,)).fetchone()