知微
7b4826777a
1. stale_detector新增自选股买入区偏离自动重评: - 每轮扫描watchlist_stocks, price偏离买入区中心>15%自动触发per_stock_reassess - 之前只标记[STRATEGY_STALE]不输出,改为标记+触发重评两步完成 - 策略完毕直接输出结果,不再等下次cron通知 2. 000850华茂股份全面重评: - 核心价值:纺织是壳,金融股权投资才是核心(国泰海通/广发/徽商银行) - PB=0.78破净, 7月3日分红3675万占年净利17.85% - 7/16临时股东会催化剂 - 结论:3.70~3.90区间可建仓1~2%,止损3.50,止盈4.30 - 修复:之前说'观望不建仓'是错的,低估了破净安全垫 3. watchlist_stocks DB加000850记录
58 lines
1.6 KiB
Python
58 lines
1.6 KiB
Python
#!/usr/bin/env python3
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import sys; sys.path.insert(0, '/home/hmo/MoFin')
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from mo_data import *
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pf = read_portfolio()
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ta = pf.get('total_assets',0)
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ca = pf.get('cash',0)
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pp = pf.get('position_pct',0)
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print(f'TA:{ta:.0f} CASH:{ca:.0f} POS:{pp:.1f}%')
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for h in pf.get('holdings', []):
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c = h.get('currency','CNY')
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p = h.get('price')
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pos = h.get('position_pct')
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if pos is None:
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pos = 0
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if p is None:
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print(f' {h["code"]} {h["name"]} 价? 仓{pos:.1f}%')
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continue
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tag = ' HKD' if c == 'HKD' else ''
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print(f' {h["code"]} {h["name"]} 价{p:.2f}{tag} 仓{pos:.1f}%')
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wl = read_watchlist()
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if wl and 'stocks' in wl:
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for s in wl['stocks']:
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nm = s.get('name','')
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p = s.get('price')
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if p is None:
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print(f' WATCH {s["code"]} {nm} 价?')
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else:
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print(f' WATCH {s["code"]} {nm} 价{p:.2f}')
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# sector data
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import json, sqlite3, os
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db = os.path.join('/home/hmo/MoFin', 'data', 'mofin.db')
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conn = sqlite3.connect(db)
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c = conn.cursor()
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try:
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c.execute("SELECT id, market_trend, data FROM sector_snapshots ORDER BY id DESC LIMIT 1")
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row = c.fetchone()
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if row:
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print(f' TREND:{row[1]}')
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d = json.loads(row[2]) if isinstance(row[2], str) else row[2]
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if d:
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for k,v in list(d.items())[:5]:
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print(f' {k}: {v}')
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except Exception as e:
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print(f' DB err:{e}')
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conn.close()
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# decisions
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dec = read_decisions()
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if isinstance(dec, dict):
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ds = dec.get('decisions',[])
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print(f' DECISIONS:{len(ds)}')
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for d in ds[:5]:
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print(f' {d}')
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