fix: 重评链路全修——①strategy_lifecycle 942行detect_scenario残留(8/20四态废弃漏改,所有12维重评NameError全崩)②_do_llm_reassess子进程rc校验+reassessed_at新鲜度校验(防旧策略冒充重评结论)③952行result None判空(每2分钟NoneType刷屏)④重评未生效发原始告警+人工核查标注(02202鬼消息根治)

deploy/profile-scripts/price_monitor.py

@@ -131,6 +131,10 @@ try:
                 capture_output=True, text=True, timeout=180
             )
             _mark_reassess(code)
+            # 2026-08-24 防鬼消息：子进程失败不得继续读旧策略冒充"重评结论"
+            if _r.returncode != 0:
+                print(f"  ⚠️ {code} 12维重评子进程失败(rc={_r.returncode}): {(_r.stderr or _r.stdout or '')[-300:]}", file=sys.stderr, flush=True)
+                return None
         except Exception as e:
             print(f"  ⚠️ {code} 12维重评异常: {e}", file=sys.stderr)
             return None
@@ -140,9 +144,17 @@ try:
             _c = _sq.connect("/home/hmo/MoFin/data/mofin.db", timeout=30)
             _c.row_factory = _sq.Row
             _row = _c.execute(
-                "SELECT timing_signal, action, stop_loss, take_profit, entry_low, entry_high, rr_ratio "
+                "SELECT timing_signal, action, stop_loss, take_profit, entry_low, entry_high, rr_ratio, reassessed_at "
                 "FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
             _c.close()
+            # 2026-08-24 防鬼消息：rc=0但LLM失败时策略未刷新（reassessed_at不变），
+            # 旧策略不得冒充"重评结论"——reassessed_at 超过10分钟视为重评未生效
+            if _row:
+                from datetime import datetime as _dt
+                _ra = _row["reassessed_at"]
+                if not _ra or (_dt.now() - _dt.fromisoformat(str(_ra))).total_seconds() > 600:
+                    print(f"  ⚠️ {code} 重评后策略未刷新(reassessed_at={_ra})，按重评失败处理", file=sys.stderr, flush=True)
+                    return None
             if _row:
                 return {
                     "timing_signal": _row["timing_signal"] or "",
@@ -764,6 +776,12 @@ def run_once(round_label=""):
                                 else:
                                     _zone_entries.append(f"{name}({code}) {price}→入区+重评{timing_signal}|RR={rr}")
                                     outputs.append(f"  📨 止损重评→{timing_signal}: {str(action)[:120]}")
+                            else:
+                                # 2026-08-24：重评未生效（冷却/子进程失败）→发原始告警+人工核查标注，
+                                # 绝不拿旧策略冒充"重评结论"（02202卖出/深套持有鬼消息教训）
+                                if _can_push(code, "stop_loss"):
+                                    _push_action("止损告警", f"⚠️ {name}({code}) {price} → 跌破止损{hi}！（12维重评未生效，暂无最新结论，请人工核查）")
+                                outputs.append(f"  ⚠️ {code} 重评未生效，已发原始止损告警")
                         except Exception as e:
                             outputs.append(f"  ⚠️ 止损重评失败: {e}")
                             try:
@@ -949,8 +967,11 @@ def run_once(round_label=""):
 
                 # 调用技术面驱动重评（非机械百分比）
                 result = _do_llm_reassess(code, name, price, cost, shares, d.get("action", ""))
-                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)
+                if result:
+                    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)
+                else:
+                    outputs.append(f"  ⏭ {code} 重评未生效（冷却/子进程失败），沿用现有策略")
             except Exception as e:
                 outputs.append(f"  ⚠️ 重评失败: {e}")
 

deploy/profile-scripts/strategy_lifecycle.py

@@ -939,18 +939,18 @@ def reassess_strategy(code, name, price, cost, shares, current_action,
     # ----- 筹码分布支撑/阻力（中长线参考，加情景权重） -----
     chip_sr = None
     chip_weight = 0.5  # 默认中等权重
-    regime = detect_scenario()
-    regime_id = regime.get("id", "weak_consolidation")
-    
-    # 情景决定筹码因子权重
-    if regime_id == "weak_consolidation":
+    # 2026-08-24 修复：detect_scenario（四态已废弃，8/20漏改此处）→ load_market_regime（三态）
+    # 映射：choppy≈weak_consolidation trend_up≈bullish_recovery trend_down≈sharp_decline
+    _mr_row = load_market_regime()
+    regime_id = (_mr_row or {}).get("regime", "choppy")
+
+    # 温区决定筹码因子权重
+    if regime_id == "choppy":
         chip_weight = 0.9  # 震荡市筹码最准
-    elif regime_id == "bullish_recovery":
+    elif regime_id == "trend_up":
         chip_weight = 0.4  # 上涨趋势筹码阻力可能被突破
-    elif regime_id == "sharp_decline":
-        chip_weight = 0.2  # 急跌中筹码支撑可能失效
-    elif regime_id == "sector_rotation":
-        chip_weight = 0.6  # 轮动市中筹码有一定参考
+    elif regime_id == "trend_down":
+        chip_weight = 0.2  # 下跌中筹码支撑可能失效
     
     try:
         chip_sr = calc_chip_sr(code, price)