知微
279 lines
8.7 KiB
Python
279 lines
8.7 KiB
Python
#!/usr/bin/env python3
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"""xiaoguo_signal_consumer.py — 知微消费小果扫描信号
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盘中每30分钟运行，读取 signal_news 表中未处理的 xiaoguo 信号，
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做五维快速评估后决定：加自选 / 关注 / 跳过。
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管道位置：
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xiaoguo_scanner (每5分) → signal_news → 本脚本 → 知微分析报告
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no_agent模式：有发现→输出，无→静默
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"""
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import json, os, sqlite3, sys, time, urllib.request
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from pathlib import Path
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from datetime import datetime
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BASE = Path("/home/hmo/MoFin")
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DATA = BASE / "data"
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DB_PATH = DATA / "mofin.db"
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# 自选池和决策文件
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WATCHLIST_PATH = DATA / "watchlist.json"
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DECISIONS_PATH = DATA / "decisions.json"
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SIGNAL_MAX_AGE_HOURS = 4 # 只处理4小时内产生的信号
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def clean_proxy():
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for k in ['http_proxy','https_proxy','HTTP_PROXY','HTTPS_PROXY']:
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os.environ.pop(k, None)
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def fetch_quote(code):
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"""拉行情。DB 优先，腾讯 fallback"""
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# DB 优先
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try: from mofin_db import get_price_from_db; p, chg = get_price_from_db(code); return {"name":"", "code":code, "price":p, "change_pct":chg or 0} if p else None
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except: pass
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# Fallback: 腾讯
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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 = urllib.request.Request(url, headers={'User-Agent': 'Mozilla/5.0'})
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resp = urllib.request.urlopen(req, timeout=5).read().decode('gbk')
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fld = resp.split('=')[1].strip().strip('"').strip(';').split('~')
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return {
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"name": fld[1] if len(fld) > 1 else "",
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"code": code,
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"price": float(fld[3]) if len(fld) > 3 else 0,
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"change_pct": float(fld[32]) if len(fld) > 32 else 0,
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"pe": float(fld[39]) if len(fld) > 39 and fld[39] else 0,
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"turnover": float(fld[38]) if len(fld) > 38 and fld[38] else 0,
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}
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except Exception as e:
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return {"code": code, "error": str(e)[:60]}
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def is_in_portfolio(conn, code):
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"""检查是否已在持仓或自选中"""
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code_stripped = code.lstrip("0")
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cur = conn.execute("SELECT COUNT(*) FROM holdings WHERE code=? AND is_active=1", (code_stripped,))
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if cur.fetchone()[0] > 0:
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return "holdings"
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cur = conn.execute("SELECT COUNT(*) FROM watchlist_stocks WHERE code=?", (code,))
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if cur.fetchone()[0] > 0:
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return "watchlist"
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# 也检查 watchlist.json
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try:
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wl = json.loads(WATCHLIST_PATH.read_text())
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for s in wl.get("stocks", []):
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if s.get("code") == code or s.get("code", "").lstrip("0") == code_stripped:
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return "watchlist"
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except:
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pass
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return None
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def quick_assess(quote):
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"""五维快速评估（自动版）"""
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score = 0
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reasons = []
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# 大盘环境，从DB读（回退JSON）
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try:
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import sqlite3
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conn = sqlite3.connect(str(DB_PATH))
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row = conn.execute(
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"SELECT indices FROM macro_context_log WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
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).fetchone()
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conn.close()
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if row and row[0]:
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mc = json.loads(row[0])
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else:
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raise ValueError
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sh = 0
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for k, v in mc.items():
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if "上证" in k:
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sh = v.get("change_pct", 0)
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break
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if sh > 0.5:
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score += 1
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reasons.append(f"大盘+{sh:.1f}%偏强")
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elif sh < -0.5:
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score -= 1
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reasons.append(f"大盘{sh:.1f}%偏弱")
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except Exception:
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try:
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mc = json.loads((DATA / "macro_context.json").read_text())
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sh = mc.get("shanghai", {}).get("change_pct", 0)
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if sh > 0.5:
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score += 1
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reasons.append(f"大盘+{sh:.1f}%偏强")
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elif sh < -0.5:
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score -= 1
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reasons.append(f"大盘{sh:.1f}%偏弱")
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except:
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pass
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# 技术面：涨跌幅
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chg = quote.get("change_pct", 0)
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if chg > 3:
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score += 1
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reasons.append(f"涨幅+{chg:.1f}%偏强")
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elif chg < -3:
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score -= 1
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reasons.append(f"跌幅{chg:.1f}%偏弱")
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else:
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score += 0.5
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reasons.append(f"走势平稳{chg:+.1f}%")
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# 基本面：PE
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pe = quote.get("pe", 0)
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if 5 < pe < 40:
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score += 1
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reasons.append(f"PE={pe:.0f}合理")
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elif pe <= 0:
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score -= 0.5
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reasons.append("PE为负")
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elif pe > 100:
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score -= 0.5
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reasons.append(f"PE={pe:.0f}偏高")
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# 量能
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turn = quote.get("turnover", 0)
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if turn > 5:
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score += 0.5
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reasons.append(f"换手{turn:.1f}%活跃")
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elif turn < 0.5:
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score -= 0.3
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reasons.append(f"换手{turn:.1f}%偏低")
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return score, reasons
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def evaluate_and_act(signal, quote):
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"""评估信号并决定操作"""
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status_in = is_in_portfolio(get_conn(), signal.get("code", ""))
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if status_in:
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return f"已在{status_in}中，跳过", None
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score, reasons = quick_assess(quote)
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if score >= 1.5:
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action = "watchlist"
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summary = f"加自选: {' | '.join(reasons)}"
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elif score >= 0:
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action = "monitor"
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summary = f"关注: {' | '.join(reasons)}"
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else:
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action = "skip"
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summary = f"跳过(评分{score:.1f}): {' | '.join(reasons)}"
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return summary, action
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def get_conn():
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import sqlite3
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conn = sqlite3.connect(str(DB_PATH))
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conn.row_factory = sqlite3.Row
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return conn
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def mark_processed(conn, signal_id):
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conn.execute("UPDATE signal_news SET processed=1 WHERE id=?", (signal_id,))
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conn.commit()
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def main():
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clean_proxy()
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start = time.time()
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today = datetime.now().strftime("%Y-%m-%d")
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conn = get_conn()
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# 读未处理 xiaoguo 信号（今日）
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rows = conn.execute(
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"SELECT id, sector, overall_sentiment, summary, key_articles, searched_stocks, source "
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"FROM signal_news "
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"WHERE source LIKE 'xiaoguo%' AND (processed=0 OR processed IS NULL) "
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"AND date(created_at) = ? "
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"ORDER BY created_at DESC LIMIT 20",
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(today,)
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).fetchall()
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if not rows:
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conn.close()
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print("[SILENT] 今日无未处理小果信号")
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return
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# 尝试从 searched_stocks 提取股票代码
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results = []
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for r in rows:
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try:
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searched = json.loads(r["searched_stocks"]) if r["searched_stocks"] else []
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except:
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searched = []
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# 从 sector 字段取股票名
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sector_name = r["sector"] or ""
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# 尝试提取代码
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codes_found = []
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for s in searched:
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# searched_stocks 存的是股票名称列表
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# 尝试从 summary 里找代码
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import re
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codes = re.findall(r'\d{6}', r["summary"] or "")
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codes_found.extend(codes)
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if not codes_found:
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# 没有直接代码，用名称去查
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mark_processed(conn, r["id"])
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continue
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code = codes_found[0]
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quote = fetch_quote(code)
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summary, action = evaluate_and_act(dict(r), quote)
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if action == "watchlist":
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# 加自选
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results.append(f"✅ {sector_name}({code}): {summary}")
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# 写入 watchlist.json
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try:
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wl = json.loads(WATCHLIST_PATH.read_text())
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wl.setdefault("stocks", [])
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# 检查是否已在
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existing = [s for s in wl["stocks"] if s.get("code") == code]
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if not existing:
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wl["stocks"].append({
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"code": code,
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"name": quote.get("name", sector_name),
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"price": quote.get("price", 0),
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"status": "watching",
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"source": "xiaoguo_scanner",
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"added_at": today,
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})
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WATCHLIST_PATH.write_text(json.dumps(wl, ensure_ascii=False, indent=2))
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except:
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pass
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elif action == "monitor":
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results.append(f"🔄 {sector_name}({code}): {summary}")
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else:
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results.append(f"⏭️ {sector_name}({code}): {summary}")
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mark_processed(conn, r["id"])
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conn.close()
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elapsed = time.time() - start
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if results:
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print(f"小果信号消费 | {today} | {len(results)}条处理 ({elapsed:.0f}s)")
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for r in results:
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print(f" {r}")
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else:
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print("[SILENT] 小果信号消费结束")
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if __name__ == "__main__":
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main()
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