MoFin/xiaoguo_scanner.py

#!/usr/bin/env python3
"""xiaoguo_scanner.py — 小果独立扫描线

每5分钟跑一轮，全市场排行榜主动发现潜在标的。
不依赖 trend_detector 信号，独立产出到 signal_news。
"""

import json, os, re, time, urllib.request
from pathlib import Path
from datetime import datetime

try:
    import akshare as ak
    HAS_AKSHARE = True
except ImportError:
    HAS_AKSHARE = False

DATA_DIR = Path(__file__).parent / "data"
DB_PATH = DATA_DIR / "mofin.db"
XIAOGUO_API = "http://192.168.1.122:18003/v1/chat/completions"
XIAOGUO_MODEL = "Qwen3.6-27B-MTPLX-Optimized-Speed"
SCAN_INTERVAL = 3600  # 同一只股1小时内不重复搜
MAX_STOCKS_PER_RUN = 15
ARTICLES_PER_STOCK = 3

# 同花顺看多榜（挖掘潜力股）
BULLISH_BOARDS = [
    ("创新高", "stock_rank_cxg_ths"),
    ("量价齐升", "stock_rank_ljqs_ths"),
    ("向上突破", "stock_rank_xstp_ths"),
    ("连续上涨", "stock_rank_lxsz_ths"),
    ("持续放量", "stock_rank_cxfl_ths"),
    ("险资举牌", "stock_rank_xzjp_ths"),
]

# 同花顺看空榜（持仓风险预警）
BEARISH_BOARDS = [
    ("创新低", "stock_rank_cxd_ths"),
    ("持续缩量", "stock_rank_cxsl_ths"),
    ("量价齐跌", "stock_rank_ljqd_ths"),
    ("连续下跌", "stock_rank_lxxd_ths"),
    ("向下突破", "stock_rank_xxtp_ths"),
]

ALL_BOARDS = BULLISH_BOARDS + BEARISH_BOARDS
BULLISH_COUNT = len(BULLISH_BOARDS)

# 行业领涨股扫描（不轮换，每轮都跑）
# 从 market.json 读热门行业领涨股
SECTOR_HOT_THRESHOLD = 2.5  # 板块涨幅>2.5%时捞它的领涨股


def clean_proxy():
    for k in ['http_proxy','https_proxy','HTTP_PROXY','HTTPS_PROXY']:
        os.environ.pop(k, None)


def get_conn():
    import sqlite3
    conn = sqlite3.connect(str(DB_PATH))
    conn.row_factory = sqlite3.Row
    return conn


def fetch_hot_board():
    """东方财富热榜"""
    if not HAS_AKSHARE:
        return []
    try:
        clean_proxy()
        df = ak.stock_hot_rank_em()
        if df is None or len(df) == 0:
            return []
        # 东方财富热榜列名变化较大，自动检测
        cols = list(df.columns)
        code_candidates = [c for c in cols if any(x in c for x in ['代码', 'code', 'CODE'])]
        name_candidates = [c for c in cols if any(x in c for x in ['简称', '名称', 'name', 'NAME'])]
        code_col = code_candidates[0] if code_candidates else cols[1]
        name_col = name_candidates[0] if name_candidates else cols[2]
        return [{"code": str(r[code_col]).zfill(6).strip(), "name": str(r[name_col]).strip(),
                 "rank": i+1, "source": "东方财富热榜"}
                for i, (_, r) in enumerate(df.head(30).iterrows())]
    except Exception:
        pass
    return []


def fetch_rotating_board():
    """同花顺轮流榜（每轮一个），返回 (股票列表, 是否看多)"""
    if not HAS_AKSHARE:
        return [], True
    conn = get_conn()
    row = conn.execute("SELECT val FROM state_meta WHERE key='xiaoguo_board_round'").fetchone()
    round_idx = (int(row[0]) if row else 0) % len(ALL_BOARDS)
    conn.execute("INSERT OR REPLACE INTO state_meta (key, val) VALUES ('xiaoguo_board_round', ?)",
                 (str((round_idx + 1) % len(ALL_BOARDS)),))
    conn.commit()
    conn.close()

    board_name, func_name = ALL_BOARDS[round_idx]
    is_bullish = round_idx < BULLISH_COUNT
    print(f"  同花顺榜: {board_name} {'📈看多' if is_bullish else '📉看空'}", flush=True)

    try:
        clean_proxy()
        fn = getattr(ak, func_name)
        df = fn()
        cols = list(df.columns)
        code_col = [c for c in cols if '代码' in c][0]
        name_col = [c for c in cols if '简称' in c or '名称' in c][0]
        return [{"code": str(r[code_col]).zfill(6), "name": str(r[name_col]).strip(),
                 "source": f"同花顺{board_name}"}
                for _, r in df.head(15).iterrows()], is_bullish
    except Exception as e:
        print(f"  {board_name}失败: {e}", flush=True)
    return [], is_bullish


def fetch_sector_leaders():
    """从 market.json 读热门行业领涨股"""
    mkt_path = DATA_DIR / "market.json"
    if not mkt_path.exists():
        return []
    try:
        mkt = json.loads(mkt_path.read_text())
        sectors = mkt.get("sectors", [])
        
        # 代码→名称映射（优先用本地缓存，避免每次跑都调akshare）
        cache_path = DATA_DIR / "stock_name_code_cache.json"
        name_to_code = {}
        if cache_path.exists():
            name_to_code = json.loads(cache_path.read_text())
        if not name_to_code:
            try:
                import akshare as ak
                df = ak.stock_info_a_code_name()
                for _, r in df.iterrows():
                    name_to_code[r["简称"]] = r["代码"]
                cache_path.write_text(json.dumps(name_to_code, ensure_ascii=False))
                print(f"  名称代码映射: {len(name_to_code)}只已缓存", flush=True)
            except Exception as e:
                print(f"  名称代码映射加载失败: {e}", flush=True)
        
        leaders = []
        seen = set()
        for s in sectors:
            chg = s.get("change", 0) or 0
            lead_name = s.get("lead_stock", "")
            if chg < SECTOR_HOT_THRESHOLD or not lead_name or lead_name in seen:
                continue
            seen.add(lead_name)
            code = name_to_code.get(lead_name, "")
            if not code:
                continue
            leaders.append({
                "code": code,
                "name": lead_name,
                "source": f"行业领涨-{s['name']}+{chg:+.1f}%",
            })
        return leaders
    except Exception as e:
        print(f"  行业领涨获取失败: {e}", flush=True)
    return []


def get_scanned_codes(conn):
    """取1小时内已扫描过的代码"""
    rows = conn.execute(
        "SELECT code FROM xiaoguo_scan_tracker WHERE datetime(last_scanned_at) > datetime('now', '-1 hour')"
    ).fetchall()
    return {r[0] for r in rows}


def mark_scanned(conn, code, name, found):
    conn.execute(
        "INSERT OR REPLACE INTO xiaoguo_scan_tracker (code, name, last_scanned_at, found_count) "
        "VALUES (?, ?, datetime('now','localtime'), COALESCE((SELECT found_count FROM xiaoguo_scan_tracker WHERE code=?),0)+?)",
        (code, name, code, 1 if found else 0)
    )
    conn.commit()


def search_news(code, max_results=3):
    """akshare搜个股新闻"""
    articles = []
    if not HAS_AKSHARE:
        return articles
    try:
        clean_proxy()
        df = ak.stock_news_em(symbol=code)
        for _, r in df.head(max_results).iterrows():
            title = r.get('新闻标题', '')
            content = r.get('新闻内容', '')
            if title and len(title) > 5:
                articles.append({"title": title, "content": content})
    except:
        pass
    return articles


def check_stock(code, name, articles):
    """小果LLM判断这只股票是否有料（一次调用判断所有文章）"""
    if not articles:
        return None, None

    lines = [f"{i+1}. {a['title']}" for i, a in enumerate(articles[:3])]
    prompt = f"""以下是最新关于{name}({code})的新闻标题。
该股今日上了人气热榜/技术榜单。

新闻：
{chr(10).join(lines)}

这只股上榜是否跟这些新闻有关？有关的话是利好还是利空？
回答格式：有关（利好|利空|中性） 或 无关
回答："""

    payload = json.dumps({
        "model": XIAOGUO_MODEL,
        "messages": [{"role": "user", "content": prompt}],
        "temperature": 0.1, "max_tokens": 100,
    }).encode()

    opener = urllib.request.build_opener(urllib.request.ProxyHandler({}))
    req = urllib.request.Request(XIAOGUO_API, data=payload,
                                 headers={"Content-Type": "application/json"}, method="POST")
    try:
        resp = opener.open(req, timeout=30)
        reply = json.loads(resp.read())["choices"][0]["message"]["content"]
        if "有关" in reply or "利好" in reply or "利空" in reply:
            for s in ["利好", "利空", "中性"]:
                if s in reply:
                    return True, s
            return True, "中性"
    except:
        pass
    return None, None


def main():
    start_time = time.time()
    conn = get_conn()

    # 1. 拉板
    hot = fetch_hot_board()
    rotating, is_bullish = fetch_rotating_board()
    leaders = fetch_sector_leaders()
    elapsed = time.time() - start_time
    print(f"榜单: 东方财富{len(hot)}只, 同花顺{len(rotating)}只, 行业领涨{len(leaders)}只 ({elapsed:.0f}s)", flush=True)

    if not hot and not rotating and not leaders:
        conn.close()
        return

    # 加载持仓代码（用于看空榜比对）
    holdings = set()
    if not is_bullish:
        cur = conn.execute("SELECT code FROM holdings WHERE is_active=1")
        holdings = {r[0].lstrip("0") for r in cur.fetchall()}
        # 也查自选
        cur2 = conn.execute("SELECT code FROM watchlist_stocks")
        holdings.update({r[0].lstrip("0") for r in cur2.fetchall()})

    # 2. 合并去重 + 看空榜只保留持仓股
    all_stocks = {}
    # 行业领涨优先（热门板块龙头）
    for s in (leaders if is_bullish else []) + hot + rotating:
        code = s["code"]
        code_stripped = code.lstrip("0")
        if not is_bullish:
            # 看空榜：只处理持仓/自选中的股票
            if code_stripped not in holdings:
                continue
        if code not in all_stocks:
            all_stocks[code] = {"code": code, "name": s["name"], "sources": []}
        all_stocks[code]["sources"].append(s["source"])

    if not all_stocks:
        if is_bullish:
            print("榜单为空", flush=True)
        else:
            print(f"看空榜无持仓股命中", flush=True)
        conn.close()
        return

    # 3. 排除已搜索过的（看空榜不排除——每次都要检查风险）
    scanned = get_scanned_codes(conn)
    if is_bullish:
        candidates = [s for code, s in all_stocks.items()
                      if code not in scanned and len(code) == 6 and code.isdigit()][:MAX_STOCKS_PER_RUN]
    else:
        # 看空榜：不限数量，全检
        candidates = [s for code, s in all_stocks.items()
                      if len(code) == 6 and code.isdigit()]

    if not candidates:
        print(f"无新候选（已有 {len(scanned)} 只已扫描）", flush=True)
        conn.close()
        return

    print(f"待扫描: {len(candidates)} 只（{'看多' if is_bullish else '看空'}榜）", flush=True)

    # 4. 逐只处理
    found_any = False
    for stock in candidates:
        code, name = stock["code"], stock["name"]
        sources = "|".join(stock["sources"])

        articles = search_news(code, ARTICLES_PER_STOCK) if is_bullish else []
        if not articles and is_bullish:
            mark_scanned(conn, code, name, False)
            continue

        has_found = False
        if is_bullish:
            ok, sentiment = check_stock(code, name, articles)
            if ok:
                has_found = True
                found_any = True
                conn.execute(
                    "INSERT INTO signal_news (signal_id, sector, overall_sentiment, summary, key_articles, searched_stocks, source) "
                    "VALUES (NULL, ?, ?, ?, ?, ?, 'xiaoguo')",
                    (f"扫描-{name}", sentiment, f"[{sources}] {articles[0]['title'][:80]}",
                     json.dumps([{"title": a["title"], "sentiment": sentiment, "summary": (a.get("content") or "")[:100]} for a in articles[:3]], ensure_ascii=False),
                     json.dumps([name], ensure_ascii=False))
                )
                print(f"  ✅ {name}({code}) [{sources}] {sentiment}: {articles[0]['title'][:50]}", flush=True)
            mark_scanned(conn, code, name, has_found)
        else:
            # 看空榜：直接写入风险信号
            has_found = True
            found_any = True
            conn.execute(
                "INSERT INTO signal_news (signal_id, sector, overall_sentiment, summary, key_articles, searched_stocks, source) "
                "VALUES (NULL, ?, ?, ?, ?, ?, 'xiaoguo_risk')",
                (f"预警-{name}", "偏空", f"[{sources}] {name}登上{sources}榜，需关注持仓风险",
                 json.dumps([{"title": name, "sentiment": "偏空", "summary": f"上榜{sources}"}], ensure_ascii=False),
                 json.dumps([name], ensure_ascii=False))
            )
            print(f"  ⚠️ {name}({code}) [{sources}] 持仓风险信号", flush=True)
            mark_scanned(conn, code, name, has_found)

    total_time = time.time() - start_time
    print(f"完成: {len(candidates)}只{'看多' if is_bullish else '看空'}扫描, {'有发现' if found_any else '无发现'} ({total_time:.0f}s)", flush=True)
    conn.close()


if __name__ == "__main__":
    main()