自成长体系补齐:分支扫描+每日剪枝+决策树全覆盖+分支输出

核心改动:
1. 创建 branch_scanner.py — 每15分钟扫价格→评估分支适用性→记录trigger_count
   cron: 分支自成长-盘中 (15,30,45,00 9-15)
2. 创建 prune_branches.py — 每日21:00剪枝(触发>=5次且成功率<50% → 淘汰)
   cron: 分支剪枝-每日 (0 21 * * 1-5) — 之前是每周,频率太低
3. strategy_tree.py: _check_branch_condition 新增 price_lower 支持
   buy_dip 分支同时检查上下界(price<=entry_high AND price_lower>=entry_low)
4. 43只股票全部补全决策树(之前只有6只)
   init_default_branches 生成每只6条分支:止损/回调买入/突破追涨/减仓/止盈/持有
5. stale_push_wlin 分支输出已存在(302-315行加载策略树,437-455行评估+追加)
   下一期报告即显示:【弱势震荡→buy】价格回调到支撑区,弱势市场低吸

新增:
  南亚新材(688519) 全面分析+策略+自选
  买入区335~350 止损320 止盈400 RR=1.7
  6月从285拉至409(+43%)后急跌至331(-19%),今日反弹缩量。高PE(228)炒作品种,等回调确认支撑
This commit is contained in:
知微
2026-06-24 10:29:45 +08:00
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{
"timestamp": "2026-06-22 16:00",
"source": "xiaoguo_sentiment_analysis",
"mode": "基于市场数据综合分析(服务器网络受限,无法外部新闻搜索)",
"market_context": "大盘强势(65.6%板块上涨),热点:保险+7.18%,证券+6.4%,小金属+6.64%",
"timestamp": "2026-06-23 16:00",
"source": "小果新闻情感分析",
"market_context": "大盘48.9%板块上涨,市场情绪中性。贵金属(-8.6%)、小金属(-5.58%)、工业金属(-5.53%)领跌;化学制药(+3.68%)、生物制品(+2.96%)领涨。持仓整体承压,多只个股跌幅超4%。",
"analyses": [
{
"name": "药明康德",
"code": "603259",
"sentiment": "positive",
"confidence": 0.72,
"brief": "距止盈仅0.44%大涨4.02%强势逼近目标价",
"keywords": [
"医药研发",
"逼近止盈",
"放量上涨"
]
},
{
"name": "海博思创",
"code": "688411",
"sentiment": "neutral",
"confidence": 0.6,
"brief": "涨2.12%但距止损仅3.3%,上行空间有限需防回撤",
"keywords": [
"储能",
"接近止损",
"盈亏比佳"
]
},
{
"name": "中国平安",
"code": "02318",
"sentiment": "positive",
"confidence": 0.68,
"brief": "距止损4.3%但保险板块暴涨7.18%提供板块保护",
"keywords": [
"保险",
"板块强势",
"安全边际"
]
},
{
"name": "法拉电子",
"code": "600563",
"sentiment": "positive",
"confidence": 0.65,
"brief": "距止盈1.6%涨2.82%接近目标可考虑部分止盈",
"keywords": [
"电子元器件",
"逼近止盈",
"接近目标价"
]
},
{
"name": "双一科技",
"code": "300690",
"sentiment": "positive",
"confidence": 0.55,
"brief": "已超止盈价1.9%但涨幅放缓,关注是否触发止盈",
"keywords": [
"复合材料",
"超止盈",
"关注回调"
]
},
{
"name": "长芯博创",
"code": "300548",
"sentiment": "positive",
"confidence": 0.78,
"brief": "大涨5.71%强趋势持有信号明确",
"keywords": [
"光通信",
"强势突破",
"强趋势持"
]
},
{
"name": "辽宁成大",
"code": "600739",
"sentiment": "positive",
"confidence": 0.8,
"brief": "大涨6.64%远超止盈价,光头光脚阳线强势",
"keywords": [
"医药",
"放量突破",
"远超止盈"
]
},
{
"name": "丘钛科技",
"code": "01478",
"name": "紫金矿业",
"code": "601899",
"sentiment": "negative",
"confidence": 0.75,
"brief": "大跌4.23%消费电子板块弱势,抛压明显",
"keywords": [
"消费电子",
"放量下跌",
"板块弱势"
"confidence": 0.95,
"brief": "紫金矿业大跌9.1%且成交额激增至116.54亿元,有色板块集体重挫(中金黄金跌超7%),量价齐跌显示抛压沉重",
"keywords": ["紫金矿业", "大跌", "有色板块", "重挫", "成交额放大"],
"news_headlines": [
"紫金矿业成交额超上一日全天,股价下跌9.10%",
"紫金矿业、洛阳钼业重挫6%,有色上演过山车行情"
]
},
{
"name": "宁德时代",
"code": "300750",
"name": "德明利",
"code": "001309",
"sentiment": "positive",
"confidence": 0.7,
"brief": "涨4.43%光头光脚阳线,电池板块涨2.19%配合",
"keywords": [
"电池",
"新能源",
"板块联动"
"confidence": 0.95,
"brief": "德明利盘中创历史新高,上涨4.34%报769.06元,成交额54.30亿元,市值达1744.58亿元,量价配合良好",
"keywords": ["德明利", "历史新高", "上涨", "存储芯片", "放量"],
"news_headlines": [
"德明利盘中创历史新高,上涨4.34%"
]
},
{
"name": "中芯国际",
"code": "688981",
"sentiment": "positive",
"confidence": 0.6,
"brief": "涨3.47%半导体板块-0.8%走弱但个股逆势走强",
"keywords": [
"半导体",
"逆势上涨",
"独立行情"
"name": "腾讯控股",
"code": "00700",
"sentiment": "negative",
"confidence": 0.70,
"brief": "富瑞重申腾讯为首选股目标价795港元提供支撑,但港股科网股集体走低,腾讯跌超3%近月新低,短期空头占优",
"keywords": ["腾讯控股", "科网股", "下跌", "富瑞", "首选股"],
"news_headlines": [
"富瑞重申腾讯控股为首选股,目标价795港元",
"港股科网股多数走低,腾讯控股跌超3%"
]
},
{
"name": "阿里巴巴",
"code": "09988",
"sentiment": "negative",
"confidence": 0.85,
"brief": "港股阿里巴巴跌破100港元整数关口,创2025年4月以来新低,跌超3%,破位信号明显,市场悲观情绪浓厚",
"keywords": ["阿里巴巴", "港股", "跌破", "新低", "100港元"],
"news_headlines": [
"港股阿里巴巴跌破100港元,创2025年4月以来新低"
]
}
]
}
],
"no_news_today": [
{"name": "法拉电子", "code": "600563", "change": -6.03, "reason": "当日无明确新闻,但跌幅6%需关注"},
{"name": "宁德时代", "code": "300750", "change": -4.03, "reason": "当日无明确新闻,钠电进展消息非今日"},
{"name": "小鹏集团", "code": "09868", "change": -4.64, "reason": "当日无明确新闻"},
{"name": "中科电气", "code": "300035", "change": -4.55, "reason": "当日无明确新闻"},
{"name": "长芯博创", "code": "300548", "change": -4.05, "reason": "当日无明确新闻"},
{"name": "建滔积层板", "code": "01888", "change": -5.11, "reason": "当日无明确新闻"}
],
"risk_alerts": {
"紫金矿业": "单日-8.84%触发大幅下跌,贵金属板块-8.6%领跌全市场。已跌破成本价40.27元至27.75元,深套状态。需关注是否继续下探。",
"腾讯控股": "今日跌4.02%至415.4元,距止损357.8仍有13.8%空间。富瑞看多但短期趋势偏弱。",
"阿里巴巴": "跌破100港元心理关口,创一年多新低。持仓成本109.26元,浮亏约9.3%。"
},
"sentiment_summary": {
"positive_count": 1,
"negative_count": 3,
"neutral_count": 0,
"overall": "偏空",
"note": "4只有明确新闻的标的中3只偏空,1只偏多,整体市场情绪偏谨慎。有色板块受贵金属暴跌拖累严重,科网股也普遍走弱。"
}
}