知微
40d74f89ff
xmpp_agent_core.py 当前工作配置记录: 1. send_presence() — presence = available, 否则私聊进离线 2. 入站消息队列(_inbound_queue) — 崩了不丢, 重试3次 3. 出站队列(_outbound_queue) — 崩了自动重启 4. XMPP心跳检测(xep_0199 ping) — run_filters死后15s内重连 5. 私聊回复双通道: send_message(指定resource) + send_stanza(裸JID) 6. AGENT_MENTION动态解析(群聊@知微识别) 7. session_id保持xmpp-zhiwei-v2不变(不因重启换session) 8. 断线重连2秒延迟(防资源冲突)
897 lines
33 KiB
Python
897 lines
33 KiB
Python
#!/usr/bin/env python3
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"""
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stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触发重评
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5步逻辑：
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1. 筛选 is_watchlist=true 且价在买入区
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2. RR<1.5/无止盈位/非买入signal → 标记 STRATEGY_STALE → 触发自动重评
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3. 可推的：计算每手买入金额和现金占比
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4. 发现 STRATEGY_STALE → 后台跑 per_stock_reassess.py 自动重评
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no_agent模式：有推送→输出；无→静默
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搭配 cron: no_agent=True, 交易日每30分跑一次
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"""
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import subprocess
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import sys
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import re
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import json
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import os
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import threading
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import time
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from datetime import datetime, time
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# 市场时段检查
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_MARKET_HOURS = {
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'ashare': (time(9, 30), time(15, 0)),
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'hk': (time(9, 30), time(16, 0)),
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}
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def is_ashare(code: str) -> bool:
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"""判断是否A股代码"""
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return code.isdigit() and (code.startswith(('6', '5')) or len(code) in (6,))
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def market_is_open(code: str, now: datetime = None) -> bool:
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"""检查某股票对应市场是否在交易时段内"""
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if not code:
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return True
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now = now or datetime.now()
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t = now.time()
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code_str = str(code)
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if code_str.startswith(('0', '1')) and len(code_str) == 5:
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# 港股
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start, end = _MARKET_HOURS['hk']
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else:
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# A股（含ETF、科创板）
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start, end = _MARKET_HOURS['ashare']
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return start <= t <= end
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try:
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from urllib.request import Request, urlopen
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except ImportError:
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from urllib2 import Request, urlopen
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# 6维评分系统
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sys.path.insert(0, "/home/hmo/MoFin/scripts")
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from stock_scorer import score_future_outlook, is_hk_stock, settlement_delay_note
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# ── 趋势检查 ────────────────────────────────────────────────────
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def fetch_trend_data(code):
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"""取均线数据判断趋势状态。返回 (current_price, ma5, trend_label) 或 None"""
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try:
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prefix = "sh" if code.startswith(('60','68','51','56','50')) else "sz" if code.startswith(('00','30','15')) else "hk"
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url = f"http://qt.gtimg.cn/q={prefix}{code}"
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req = Request(url, headers={'User-Agent': 'Mozilla/5.0'})
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resp = urlopen(req, timeout=5).read().decode('gbk')
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fld = resp.split('=')[1].strip().strip('"').strip(';').split('~')
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current = float(fld[3]) if len(fld) > 3 else 0
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except:
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return None
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try:
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url = f"http://ifzq.gtimg.cn/appstock/app/fqkline/get?param={prefix}{code},day,,,30,qfq"
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req = Request(url, headers={'User-Agent': 'Mozilla/5.0'})
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resp = urlopen(req, timeout=5).read().decode('utf-8')
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data = json.loads(resp)
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day_key = 'qfqday' if prefix != 'hk' else 'day'
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bars = data.get('data', {}).get(f'{prefix}{code}', {}).get(day_key, [])
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except:
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return None
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if not bars or current <= 0:
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return None
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closes = [float(b[2]) for b in bars]
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if len(closes) < 5:
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return None
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def ma(n):
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return sum(closes[-n:]) / n
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ma5 = ma(5)
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ma10 = ma(10) if len(closes) >= 10 else None
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ma20 = ma(20) if len(closes) >= 20 else None
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# 趋势分析
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pct_above_ma5 = (current - ma5) / ma5 * 100
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uptrend = False
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if ma20 and ma10:
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if ma5 > ma10 > ma20:
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trend_label = "多头排列"
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uptrend = True
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elif current < ma5 and ma5 < ma10 and current < ma10:
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trend_label = "空头排列"
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elif current > ma5 and ma5 > ma10:
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trend_label = "短期转强"
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uptrend = True
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else:
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trend_label = "震荡"
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if current > ma5 > ma10:
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uptrend = True
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else:
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trend_label = "数据不足"
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return {
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'price': current,
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'ma5': round(ma5, 2),
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'ma10': round(ma10, 2) if ma10 else None,
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'ma20': round(ma20, 2) if ma20 else None,
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'pct_above_ma5': round(pct_above_ma5, 1),
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'trend': trend_label,
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'uptrend': uptrend,
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}
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# ── XMPP
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XMPP_BRIDGE = "http://127.0.0.1:5805/"
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XMPP_USER = "hmo@yoin.fun"
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STALENESS_REPORT = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
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DETECTOR = "/home/hmo/.hermes/profiles/position-analyst/scripts/stale_detector.py"
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PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
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REGEN_SCRIPT = "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"
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REGEN_LOCK = "/tmp/.stale_push_wlin_regen.lock"
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MACRO_CTX = "/home/hmo/web-dashboard/data/macro_context.json"
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MARKET_JSON = "/home/hmo/web-dashboard/data/market.json"
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COOLDOWN_PATH = "/home/hmo/web-dashboard/data/push_cooldown.json"
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NON_BUY_SIGNALS = ["观望", "弱势持有", "深套持有"]
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def load_macro_line():
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"""加载大盘和市场的简要描述"""
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parts = []
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try:
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# 优先 DB
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import sqlite3
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db = sqlite3.connect("/home/hmo/MoFin/data/mofin.db")
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row = db.execute(
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"SELECT structure FROM macro_context_log "
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"WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
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).fetchone()
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db.close()
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if row and row[0]:
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m = json.loads(row[0])
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else:
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raise ValueError("no db data")
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overall = m.get("overall", "neutral")
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desc = m.get("description", "")
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if "bearish" in overall:
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parts.append("大盘偏弱")
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elif overall == "bullish":
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parts.append("大盘偏强")
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elif desc:
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parts.append(f"大盘{desc}")
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except Exception:
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try:
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with open(MACRO_CTX) as f:
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m = json.load(f).get("structure", {})
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overall = m.get("overall", "neutral")
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desc = m.get("description", "")
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if "bearish" in overall:
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parts.append("大盘偏弱")
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elif overall == "bullish":
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parts.append("大盘偏强")
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elif desc:
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parts.append(f"大盘{desc}")
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except Exception:
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pass
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try:
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with open(MARKET_JSON) as f:
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mk = json.load(f)
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mood = mk.get("mood", "")
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if mood:
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parts.append(f"市场{mood}")
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except Exception:
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pass
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return " | ".join(parts) if parts else ""
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def is_actionable(cur, timing_signal=""):
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"""检查信号是否可操作。空文本/含非买入关键词 → 不可操作"""
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if not cur and not timing_signal:
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return False # 空文本默认不安全
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for kw in NON_BUY_SIGNALS:
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if cur and kw.lower() in cur.lower():
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return False
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if timing_signal and kw.lower() in timing_signal.lower():
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return False
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return True
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def trigger_regen_sync(stock_codes=None):
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"""同步执行指定个股的重评（等重评完再发报告）"""
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if not stock_codes:
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return
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try:
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cmd = ["python3", REGEN_SCRIPT] + stock_codes
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subprocess.run(cmd, capture_output=True, text=True, timeout=60)
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except subprocess.TimeoutExpired:
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print("[REGEN] 重评超时（60s）", file=sys.stderr)
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except Exception as e:
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print(f"[REGEN] 重评失败: {e}", file=sys.stderr)
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def load_cash():
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"""从 portfolio.json 实时读可用现金（可用 ≈ 实时买力），不硬编码"""
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try:
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with open(PORTFOLIO_PATH) as f:
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data = json.load(f)
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if isinstance(data, dict):
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# 先读 cash_available（拆分了可用/冻结），fallback 到 cash
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return data.get("cash_available", data.get("cash", 0))
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if isinstance(data, list) and len(data) > 1 and isinstance(data[1], dict):
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return data[1].get("cash_available", data[1].get("cash", 0))
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return 0
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except Exception:
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return 0
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_HK_LOT_CACHE = {}
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def hk_lot_size(code):
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"""从腾讯行情API获取港股实际每手股数（字段[60]），带缓存"""
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if code in _HK_LOT_CACHE:
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return _HK_LOT_CACHE[code]
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try:
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url = f"http://qt.gtimg.cn/q=hk{code}"
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req = Request(url, headers={"User-Agent": "curl/7.81"})
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with urlopen(req, timeout=5) as r:
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text = r.read().decode("gbk")
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raw = text.split("=", 1)[1].strip().strip('"').strip(";")
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fld = raw.split("~")
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lot = int(fld[60]) if len(fld) > 60 and fld[60] else 1000
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_HK_LOT_CACHE[code] = lot
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return lot
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except Exception:
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_HK_LOT_CACHE[code] = 1000
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return 1000
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def lot_cost(code, price):
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if str(code).startswith("688"):
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return 200 * price
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elif len(str(code)) == 5:
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lot = hk_lot_size(code)
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try:
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sys.path.insert(0, '/home/hmo/MoFin')
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from hk_rate import hkd_to_cny
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rate = hkd_to_cny()
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except Exception:
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rate = 0.87
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return int(lot * price * rate)
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else:
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return 100 * price
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def push_to_xmpp(text):
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"""通过知微 HTTP bridge 推送到老爸私信"""
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if not text.strip():
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return
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try:
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payload = json.dumps({
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"to": XMPP_USER,
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"body": text.strip(),
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"type": "chat",
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}).encode("utf-8")
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req = Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
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urlopen(req, timeout=5)
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except Exception as e:
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print(f"[XMPP推送失败] {e}", file=sys.stderr)
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def load_cooldown():
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try:
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with open(COOLDOWN_PATH) as f:
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return json.load(f)
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except Exception:
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return {}
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def save_cooldown(cd):
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try:
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with open(COOLDOWN_PATH, "w") as f:
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json.dump(cd, f, indent=2)
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except Exception:
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pass
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def in_cooldown(code, action_type, cooldown_dict, minutes=30):
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key = f"{code}_{action_type}"
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last = cooldown_dict.get(key, 0)
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elapsed = datetime.now().timestamp() - last
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return elapsed < minutes * 60, elapsed, key
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def main():
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r = subprocess.run(
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["python3", DETECTOR], capture_output=True, text=True, timeout=60
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)
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if r.returncode != 0 and r.stderr:
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print(f"[stderr] {r.stderr.strip()}", file=sys.stderr)
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wl_lines = [
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l for l in r.stdout.split("\n")
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if "[WL_IN]" in l and "[自选]" in l
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]
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if not wl_lines:
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return 0
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# 读 stale report
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try:
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with open(STALENESS_REPORT) as f:
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report = json.load(f)
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except Exception:
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report = {"flagged": []}
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code_cur = {i["code"]: i.get("current", "") for i in report.get("flagged", [])}
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# 加载冷却状态
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cooldown = load_cooldown()
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now_ts = datetime.now().timestamp()
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# 读 decisions.json 获取完整策略数据
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code_data = {}
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try:
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with open("/home/hmo/web-dashboard/data/decisions.json") as f:
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dec = json.load(f)
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for e in dec.get("decisions", []):
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code_data[e["code"]] = e
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except Exception:
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pass
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cash = load_cash()
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stocks = []
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stale_list = []
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all_candidates = [] # 所有在买入区的自选（stale+non-stale）
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for l in wl_lines:
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m = re.match(r'\[WL_IN\](?:\s+\[\w+\])*\s+\[自选\]\s+(\S+)\((\d+)\)', l)
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if not m:
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continue
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name, code = m.group(1), m.group(2)
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pm = re.search(r'价(\d+\.\d{2})', l)
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if not pm:
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continue
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price = float(pm.group(1))
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zm = re.search(r'买入([\d.]+)~([\d.]+)', l)
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if not zm:
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continue
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buy_low, buy_high = float(zm.group(1)), float(zm.group(2))
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is_stale = "[STRATEGY_STALE]" in l
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cur = code_cur.get(code, "")
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all_candidates.append((name, code, price, buy_low, buy_high, cur, is_stale))
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if not is_actionable(cur, code_data.get(code, {}).get("timing_signal", "")) or is_stale:
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stale_list.append((name, code, price, buy_low, buy_high, cur))
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continue
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lot = lot_cost(code, price)
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ratio = lot / cash if cash > 0 else 999
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stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
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if not stocks and not stale_list:
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return 0
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now = datetime.now().strftime("%H:%M")
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lines = []
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# 市场背景
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macro_line = load_macro_line()
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if macro_line:
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lines.append(f"【市场背景】{macro_line}")
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# [关键修复: 2026-06-25] 所有预推票先重评，再出报告
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# 不只是 stale 的重评，所有在买入区的自选都先刷新策略，确保推荐不滞后
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to_reassess = list(set(s[1] for s in stocks) | set(s[1] for s in stale_list))
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if to_reassess:
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trigger_regen_sync(to_reassess)
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# 重评完成，re-read decisions.json 获取最新策略
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code_data = {}
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try:
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with open("/home/hmo/web-dashboard/data/decisions.json") as f:
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dec = json.load(f)
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for e in dec.get("decisions", []):
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code_data[e["code"]] = e
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except Exception:
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pass
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# 重新过滤：重评后可能有策略变化（止盈/止损/信号变动）
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# 重建 stocks 列表，用新数据判断（不再用旧 is_stale 标记，因为已全部重评）
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stocks = []
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for (name, code, price, buy_low, buy_high, cur, is_stale) in all_candidates:
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# 重评后重新检查 actionability（用新 timing_signal）
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sig = code_data.get(code, {}).get("timing_signal", "")
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if not is_actionable(cur, sig):
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continue
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lot = lot_cost(code, price)
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ratio = lot / cash if cash > 0 else 999
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stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
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# 加载portfolio获取持仓信息（A/H去重用）
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pf = {"holdings": []}
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try:
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with open(PORTFOLIO_PATH) as f:
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pf = json.load(f)
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except Exception:
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pass
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stocks.sort(key=lambda s: (
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0 if len(str(s[1])) == 6 else 1,
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-code_data.get(s[1], {}).get("rr_ratio", 0)
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))
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# 只展示有清晰操作信号的个股
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# timing_signal 必须是明确操作方向：买入/加仓/观望/关注/信号不充分
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# 行业描述（行业偏弱/行业偏强/大盘变盘等）不是操作信号，一律跳过
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VALID_SIGNALS = {"买入", "加仓", "观望", "关注", "信号不充分"}
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SKIP_KEYWORDS = ["等企稳", "信号不充分"]
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actionable = []
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for s in stocks:
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sig = code_data.get(s[1], {}).get("timing_signal", "")
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if not sig:
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continue
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# 跳过非操作信号
|
||
if any(kw in sig for kw in SKIP_KEYWORDS):
|
||
continue
|
||
# 中性信号跳过
|
||
stripped = sig.strip()
|
||
if not stripped or stripped.lower() in ("", "neutral", "持有", "深套持有", "弱势持有"):
|
||
continue
|
||
# 信号必须含买入/加仓才推荐——其他非操作信号跳过
|
||
if not any(kw in sig for kw in ["买入", "加仓"]):
|
||
continue
|
||
# 趋势检查：必须不是空头排列（价格在MA5以下且MA5<MA10）
|
||
trend = fetch_trend_data(s[1])
|
||
if trend:
|
||
if not trend['uptrend']:
|
||
# 空头排列或弱势震荡，不推荐
|
||
continue
|
||
# (如果趋势数据获取失败，放行—不因数据问题错杀)
|
||
|
||
# A/H跨市场去重：同一公司已有持仓，不推荐另一市场的品种
|
||
name_s1 = code_data.get(s[1], {}).get("name", "") or s[0]
|
||
skip_ah = False
|
||
for h in pf.get("holdings", []):
|
||
if h["code"] == s[1]:
|
||
continue # 同一代码，不跳过
|
||
if h.get("name", "") == name_s1:
|
||
skip_ah = True
|
||
break
|
||
if skip_ah:
|
||
continue # 同一公司已在另一市场持有，不推荐
|
||
|
||
# 市场时段检查：不在交易时段内的市场不推买入建议
|
||
if not market_is_open(s[1]):
|
||
continue
|
||
|
||
actionable.append(s)
|
||
|
||
if not actionable:
|
||
return 0 # 无操作信号 → 静默，不推
|
||
|
||
# 加载基本面缓存（PE等）
|
||
fund_cache = {}
|
||
try:
|
||
with open("/home/hmo/web-dashboard/data/multi_tf_cache.json") as f:
|
||
mtf = json.load(f)
|
||
for code, v in mtf.items():
|
||
fund_cache[code] = v.get("fundamentals", {})
|
||
except Exception:
|
||
pass
|
||
|
||
# 仓位计算：从holding.xls导入的portfolio.json读取总资产和现金
|
||
n = len(actionable)
|
||
total_assets = 0
|
||
available_cash = 0
|
||
try:
|
||
with open("/home/hmo/web-dashboard/data/portfolio.json") as f:
|
||
pf = json.load(f)
|
||
available_cash = pf.get("cash_available", pf.get("cash", 0)) or 0
|
||
# 直接取 portfolio.json 的总资产（导入时已做港币→人民币换算）
|
||
total_assets = pf.get("total_assets", 0) or 0
|
||
if total_assets <= 0:
|
||
# fallback: 手动算
|
||
for h in pf.get("holdings", []):
|
||
mv = h.get("shares", 0) * h.get("price", 0)
|
||
if len(str(h.get("code", ""))) <= 5: # 港股
|
||
mv *= 0.866
|
||
total_assets += mv
|
||
total_assets += available_cash
|
||
except Exception:
|
||
total_assets = available_cash * 5 # fallback
|
||
|
||
# 加载策略树模块（获取当前情景+分支评估）
|
||
st = None
|
||
scenario_id = ""
|
||
scenario_label = ""
|
||
try:
|
||
import importlib.util
|
||
spec = importlib.util.spec_from_file_location("st_module", "/home/hmo/MoFin/strategy_tree.py")
|
||
st = importlib.util.module_from_spec(spec)
|
||
spec.loader.exec_module(st)
|
||
sc = st.detect_scenario()
|
||
scenario_id = sc.get("id", "")
|
||
scenario_label = sc.get("label", "")
|
||
except Exception:
|
||
pass
|
||
|
||
def calc_position(lot_cost, rr, market_factor, cat, code=""):
|
||
# 理论推荐仓位(% of 总资产) — 仅基于RR+市场+品种，不受现金限制
|
||
if rr >= 5:
|
||
theo_pct = 25
|
||
elif rr >= 3:
|
||
theo_pct = 18
|
||
elif rr >= 2:
|
||
theo_pct = 12
|
||
else:
|
||
theo_pct = 8
|
||
if "偏弱" in market_factor:
|
||
theo_pct = int(theo_pct * 0.8)
|
||
elif "偏强" in market_factor:
|
||
theo_pct = int(theo_pct * 1.15)
|
||
if cat in ("蓝筹", "白马"):
|
||
theo_pct = int(theo_pct * 1.2)
|
||
elif cat in ("题材", "短线"):
|
||
theo_pct = int(theo_pct * 0.6)
|
||
elif cat in ("高波动", "成长"):
|
||
theo_pct = int(theo_pct * 0.85)
|
||
theo_pct = max(5, min(30, theo_pct))
|
||
|
||
# 当前建议仓位：理论占总资产% → 按现金锁死
|
||
ideal_budget = total_assets * theo_pct / 100
|
||
# 可操作N只时，现金分配不超过 available_cash / n * 1.5
|
||
max_use_cash = (available_cash / max(n, 1)) * 1.5
|
||
budget = min(ideal_budget, max_use_cash, available_cash)
|
||
lots = int(budget / lot_cost) if lot_cost > 0 else 0
|
||
|
||
if lots == 0 and lot_cost > 0 and budget > lot_cost * 0.8:
|
||
# 预算覆盖超过80%的1手金额 → 至少1手（仅差一档）
|
||
lots = 1
|
||
|
||
lot_cost_total = lots * lot_cost
|
||
if lots == 0:
|
||
pct_actual = 0
|
||
elif total_assets > 0:
|
||
pct_actual = round(lot_cost_total / total_assets * 100)
|
||
else:
|
||
pct_actual = 0
|
||
|
||
if lots == 0:
|
||
details = f"预算不足1手（{budget:,.0f}/{lot_cost:,.0f}元）"
|
||
else:
|
||
if len(str(code)) == 5:
|
||
hk_lot = hk_lot_size(code)
|
||
shares = lots * hk_lot
|
||
elif code.startswith("688"):
|
||
shares = lots * 200
|
||
else:
|
||
shares = lots * 100
|
||
details = f"{lots}手（{shares}股，{lot_cost_total:,.0f}元）"
|
||
|
||
return theo_pct, pct_actual, details, lots, lot_cost_total
|
||
|
||
# ── 换仓评估 ──────────────────────────────────────────────────────
|
||
# score_future_outlook 从 stock_scorer 模块导入（6维评分）
|
||
|
||
def evaluate_swap(lot_cost_target, rr, sig, tp, sl, name, code, price_in,
|
||
total_assets_in, cash_in, pf_in, cd_in):
|
||
"""现金不足时评估是否卖差票换推荐股。
|
||
|
||
核心逻辑：
|
||
- 已发生的亏损是沉没成本，不参与决策
|
||
- 用6维评分法评估每个持仓的未来前景（基于决策系统既有数据）
|
||
- 优先卖前景最差的票，保留前景好的票（无论当前盈亏%）
|
||
- 卖港股→买A股需T+2到账，如果推荐此方案则标注延迟风险
|
||
- 对目标票(RR>=3+买入信号)才有换仓资格
|
||
|
||
返回（推荐文案str, 缺口float）或 (None, gap)
|
||
"""
|
||
gap = lot_cost_target - cash_in
|
||
# 目标票质量门槛
|
||
if rr < 3.0 or gap <= 0 or gap > total_assets_in * 0.5:
|
||
return None, gap
|
||
if not any(kw in sig for kw in ["买入", "加仓", "建仓"]):
|
||
return None, gap
|
||
|
||
# 收集持仓数据 + 前景评分
|
||
ph = []
|
||
for h in pf_in.get("holdings", []):
|
||
hs = h.get("shares", 0) or 0
|
||
hp = h.get("price", 0) or 0
|
||
hc = h.get("cost", 0) or 0
|
||
if hs <= 0 or hp <= 0:
|
||
continue
|
||
hmv = hs * hp
|
||
h_code = str(h.get("code", ""))
|
||
if len(h_code) <= 5:
|
||
hmv *= 0.866 # approximate HKD→CNY
|
||
hpl_pct = (hp - hc) / hc * 100 if hc else 0
|
||
|
||
# 6维全面评分（越低越差，越建议卖）
|
||
fscore, _ = score_future_outlook(h_code, cd_in)
|
||
|
||
ph.append({
|
||
"code": h_code,
|
||
"name": h.get("name", ""),
|
||
"shares": hs,
|
||
"price": hp,
|
||
"cost": hc,
|
||
"mv": round(hmv),
|
||
"pl_pct": round(hpl_pct, 1),
|
||
"score": fscore,
|
||
})
|
||
|
||
# 按前景评分升序（最差的排最前面）
|
||
ph.sort(key=lambda x: x["score"])
|
||
|
||
# 打印调试信息：所有持仓的前景评分
|
||
# print(f"[SWAP_DEBUG] 前景评分(越低越差):", file=sys.stderr)
|
||
# for x in ph[:10]:
|
||
# print(f" {x['name']}({x['code']}) 评分{x['score']} 亏{x['pl_pct']}% 市值{x['mv']:,}", file=sys.stderr)
|
||
|
||
# 只考虑评分<=0（前景差或中性偏弱）的作为减仓候选
|
||
candidates = [h for h in ph if h["score"] <= 0]
|
||
if not candidates:
|
||
return None, gap
|
||
|
||
# 贪心选评分最差的，凑够现金缺口（最多2只）
|
||
selected = []
|
||
cash_freed = 0
|
||
for h in candidates:
|
||
if cash_freed >= gap:
|
||
break
|
||
cash_freed += h["mv"]
|
||
selected.append(h)
|
||
|
||
if cash_freed < gap or len(selected) > 2:
|
||
return None, gap
|
||
|
||
# 计算目标票的预期涨幅
|
||
if tp and tp > 0:
|
||
target_gain_pct = (tp - price_in) / price_in * 100
|
||
else:
|
||
target_gain_pct = rr * 3
|
||
|
||
# 构建推荐文案
|
||
buy_is_a = not is_hk_stock(code) # 目标是否是A股
|
||
sell_parts = []
|
||
sell_names = []
|
||
settlement_warnings = []
|
||
for h in selected:
|
||
# 每个被选股票配一句"为什么卖它"
|
||
reason = f"评分{h['score']}"
|
||
if h['pl_pct'] <= -30:
|
||
reason += "深套"
|
||
elif h['pl_pct'] <= -15:
|
||
reason += f"亏损{h['pl_pct']}%"
|
||
sell_parts.append(f"{h['name']}({h['code']}) {h['shares']}股 亏{h['pl_pct']}% ({reason})")
|
||
sell_names.append(h['name'])
|
||
# 检查结算延迟：卖港股→买A股
|
||
if is_hk_stock(h['code']) and buy_is_a:
|
||
settlement_warnings.append(f"{h['name']}是港股通，卖出需T+2到账才能买A股")
|
||
sell_desc = "；".join(sell_parts)
|
||
|
||
new_budget = cash_in + cash_freed
|
||
new_lots = int(new_budget / lot_cost_target) if lot_cost_target > 0 else 0
|
||
if new_lots == 0:
|
||
return None, gap
|
||
if code.startswith("688"):
|
||
new_shares = new_lots * 200
|
||
elif len(code) <= 5:
|
||
new_shares = new_lots * hk_lot_size(code)
|
||
else:
|
||
new_shares = new_lots * 100
|
||
new_cost = new_lots * lot_cost_target
|
||
new_pct = round(new_cost / total_assets_in * 100) if total_assets_in > 0 else 0
|
||
|
||
text = (
|
||
f"换仓建议：卖{sell_desc}"
|
||
f"→腾{round(cash_freed):,}元"
|
||
f"→买{name}({code}) {new_lots}手({new_shares}股,{round(new_cost):,}元)"
|
||
f"占{new_pct}%仓位"
|
||
f"（止损{sl}(-{round((price_in-sl)/price_in*100,1)}%)"
|
||
f"止盈{tp}(+{round(target_gain_pct,1)}%)"
|
||
f" RR={rr}）\n"
|
||
f" 理由：{', '.join(sell_names)}评分最低，"
|
||
f"继续持有无积极信号且技术偏弱；"
|
||
f"换到有明确信号和止损的标的，预期收益更优。"
|
||
)
|
||
if settlement_warnings:
|
||
text += "\n ⚠️ " + " | ".join(settlement_warnings)
|
||
return text, gap
|
||
|
||
# 标准格式：每个可操作标的 — 大盘/行业/个股三面 + 仓位
|
||
lines.append(f"【💡 操作建议】（当前{n}只自选可操作 | 总资产{total_assets:,.0f}元 现金{available_cash:,.0f}元）")
|
||
for s in actionable:
|
||
name, code, price, buy_low, buy_high, lot, ratio = s
|
||
d = code_data.get(code, {})
|
||
sl = d.get("stop_loss", 0)
|
||
tp = d.get("take_profit", 0)
|
||
rr = d.get("rr_ratio", 0)
|
||
sig = d.get("timing_signal", "")
|
||
sector = d.get("sector_context", "")
|
||
tech = d.get("tech_snapshot", "")
|
||
note = d.get("note", "")
|
||
d_factors = d.get("signal_factors", [])
|
||
cat = d.get("stock_category", "")
|
||
|
||
# 提取技术位
|
||
ss = {"强撑":"-", "弱撑":"-", "弱压":"-", "强压":"-"}
|
||
for tag in ss:
|
||
m = re.search(rf'{tag}:([\d.]+)', tech)
|
||
if m:
|
||
ss[tag] = m.group(1)
|
||
|
||
# 基本面
|
||
fund = fund_cache.get(code, {})
|
||
pe = fund.get("pe", 0)
|
||
eps = fund.get("eps", 0)
|
||
pe_str = f"PE{pe:.0f}" if pe else ""
|
||
eps_str = f"EPS{eps:.2f}" if eps else ""
|
||
|
||
# 从 signal_factors 提取各维度
|
||
def _match_factor(prefix):
|
||
for f in d_factors:
|
||
if f.startswith(prefix):
|
||
return f
|
||
return ""
|
||
|
||
market_factor = _match_factor("大盘")
|
||
sector_factor = _match_factor("行业")
|
||
value_factor = _match_factor("高估值") or _match_factor("低估值") or _match_factor("蓝筹") or pe_str or ""
|
||
news_factor = _match_factor("消息")
|
||
tech_factor = _match_factor("净利") or _match_factor("组合") or ""
|
||
|
||
# 构建分析行
|
||
parts = []
|
||
if market_factor:
|
||
parts.append(f"大盘{market_factor.replace('大盘','')}")
|
||
if sector_factor:
|
||
parts.append(f"行业{sector_factor.replace('行业','')}")
|
||
if pe_str or value_factor:
|
||
parts.append(value_factor or pe_str)
|
||
if news_factor:
|
||
parts.append(news_factor)
|
||
if not parts:
|
||
parts.append(sector or cat or "")
|
||
|
||
analysis = " | ".join(p for p in parts if p)
|
||
|
||
# 仓位计算
|
||
theo_pct, actual_pct, details, lots, lot_cost_total = calc_position(
|
||
lot, rr, market_factor, cat, code
|
||
)
|
||
|
||
pfx = "" if len(code) == 6 else "HK$"
|
||
|
||
# 取分支动作类型
|
||
branch_action = "hold"
|
||
branch_rationale = ""
|
||
if st and scenario_id:
|
||
try:
|
||
results = st.evaluate_branches(code, scenario_id, price, d.get("shares", 0), d.get("cost", 0))
|
||
applicable = [r for r in results if r.get("applicable")]
|
||
if applicable:
|
||
best = min(applicable, key=lambda r: r.get("priority", 999))
|
||
branch_action = best.get("action_type", "hold")
|
||
branch_rationale = best.get("rationale", "")
|
||
except Exception:
|
||
pass
|
||
|
||
# 冷却检查：相同股+相同操作30分钟内不发
|
||
cooled, elapsed, cd_key = in_cooldown(code, branch_action, cooldown)
|
||
if cooled:
|
||
continue
|
||
|
||
# 策略质量过滤：只有正向/中性信号才推操作建议
|
||
bad_keywords = ["偏弱", "弱势", "观望", "卖出", "回避", "回避"]
|
||
if any(kw in sig for kw in bad_keywords):
|
||
continue
|
||
|
||
# 行业背景过滤：行业大跌时不在买入区推荐（即使个股信号好）
|
||
if "大跌" in sector:
|
||
continue
|
||
|
||
# 换仓评估：现金不足时评估是否卖差票换推荐股
|
||
swap_text = None
|
||
if lots == 0:
|
||
swap_text, _ = evaluate_swap(
|
||
lot, rr, sig, tp, sl, name, code, price,
|
||
total_assets, available_cash, pf, code_data
|
||
)
|
||
|
||
action_tag = "🛒" if (lots > 0 or swap_text) else "⚠️"
|
||
|
||
lines.append(
|
||
f" {action_tag} {name}({code}) {pfx}{price:.2f} 买区{buy_low}~{buy_high} | "
|
||
f"1手{lot:,.0f}元 RR={rr:.1f} 损{sl} 盈{tp}\n"
|
||
f" {analysis}\n"
|
||
f" 技术{ss['强撑']}→{ss['弱撑']}→{ss['弱压']}→{ss['强压']} | 信号{sig}\n"
|
||
f" 仓位：理论{theo_pct}%×总资产 | 建议{actual_pct}%（{details}）"
|
||
)
|
||
|
||
if swap_text:
|
||
lines[-1] += f"\n {swap_text}"
|
||
|
||
# 分支描述
|
||
branch_line = ""
|
||
if branch_action != "hold":
|
||
branch_line = f" 【{scenario_label}→{branch_action}】{branch_rationale}"
|
||
if branch_line:
|
||
lines[-1] += f"\n{branch_line}"
|
||
|
||
# 记录推送时间（冷却计时用）
|
||
cooldown[cd_key] = now_ts
|
||
|
||
save_cooldown(cooldown)
|
||
|
||
# 修正可操作数量（剔除冷却跳过后的实际数量）
|
||
actual_n = len(lines) - (1 if macro_line else 0) - 1 # 减去市场背景 + 操作建议标题
|
||
if actual_n != n:
|
||
# 更新操作建议行
|
||
for i, ln in enumerate(lines):
|
||
if "【💡 操作建议】" in ln:
|
||
lines[i] = f"【💡 操作建议】（当前{actual_n}只自选可操作 | 总资产{total_assets:,.0f}元 现金{available_cash:,.0f}元）"
|
||
break
|
||
|
||
if actual_n <= 0:
|
||
return 0 # 全部冷却中 → 静默，不推
|
||
|
||
# ── T+2前瞻：扫描近期可能入买区的A股，提前准备现金 ──
|
||
t2_lines = []
|
||
try:
|
||
dec_t2 = json.loads(open("/home/hmo/web-dashboard/data/decisions.json").read())
|
||
for entry in dec_t2.get("decisions", []):
|
||
if entry.get("status") == "closed" or entry.get("type") != "自选策略":
|
||
continue
|
||
ec = entry["code"]
|
||
el = entry.get("entry_low", 0) or 0
|
||
eh = entry.get("entry_high", 0) or 0
|
||
ep = entry.get("price", 0) or 0
|
||
if not eh or not ep or el <= 0:
|
||
continue
|
||
# A股+价格在买入区上方5%以内（即将进入买入区）
|
||
if not is_hk_stock(ec) and el <= ep <= eh * 1.05 and ep > eh:
|
||
anticipation_pct = (ep - eh) / eh * 100
|
||
lot = lot_cost(ec, ep)
|
||
if lot > available_cash:
|
||
# 现金不足 → 卖港股提前准备
|
||
ph = []
|
||
for h in pf.get("holdings", []):
|
||
hs = h.get("shares", 0) or 0
|
||
hp = h.get("price", 0) or 0
|
||
hc = h.get("cost", 0) or 0
|
||
if hs <= 0 or hp <= 0 or not is_hk_stock(h.get("code","")):
|
||
continue
|
||
sc = score_future_outlook(h.get("code",""), code_data)
|
||
ph.append((sc, h))
|
||
ph.sort(key=lambda x: x[0])
|
||
if ph:
|
||
worst = ph[0][1]
|
||
w_name = worst.get("name","?")
|
||
w_code = worst.get("code","")
|
||
w_price = worst.get("price",0)
|
||
w_shares = worst.get("shares",0)
|
||
w_value = w_price * w_shares
|
||
if w_value >= lot:
|
||
name_e = entry.get("name","")
|
||
t2_lines.append(
|
||
f" ⏳ {name_e}({ec})距买入区仅{anticipation_pct:.0f}%，"
|
||
f"需{lot:,.0f}元。建议提前卖{w_name}({w_code})"
|
||
f"腾{w_value:,.0f}元(T+2到账后可用)"
|
||
)
|
||
except:
|
||
pass
|
||
|
||
if t2_lines:
|
||
lines.append("")
|
||
lines.append("【⏳ 提前准备（T+2港股提前出清）】")
|
||
lines.extend(t2_lines)
|
||
|
||
lines.insert(0, f"【知微】自选买入提醒 {now} | 总资产{total_assets:,.0f}元")
|
||
out = "\n".join(lines)
|
||
print(out)
|
||
push_to_xmpp(out)
|
||
return 0
|
||
|
||
|
||
if __name__ == "__main__":
|
||
sys.exit(main())
|