知微 7b4826777a 自选股自动重评机制+000850华茂股份全面重评 ...

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

2026-07-07 11:20:04 +08:00

..

data

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

_watchdog_report.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

300308_monitor.py

sync: 全部cron脚本同步+游离代码归位+关键依赖部署

2026-07-01 00:02:56 +08:00

advice_reconciliation.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

branch_evaluator.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

branch_scanner.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

bulk_strategy_regenerate.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

capital_flow_collector.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

check_db_paths.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

check_imports.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

check_key_levels.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

check_price_monitor.py

feat: price_monitor cron entry + health check script (DB freshness monitoring)

2026-07-01 23:07:24 +08:00

check_prices.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

check_schema.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

check_todos_schema.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

check-prompt-deps.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

chip_factors.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

clean_watchlist.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

close_audit.py

fix: HK stocks store HKD, calc_total_assets converts to CNY at aggregation

2026-07-03 23:29:37 +08:00

collect_evaluation_data.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

cron_to_xmpp.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

cron_to_xmpp.py.disabled

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

data_freshness.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

data_governance.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

data_snapshot.py

data_snapshot统一数据入口+DB银行locked修复+建滔/现金修正

2026-07-03 10:12:21 +08:00

data_validate.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

deep_check_01888.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

diagnose_assets.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

divergence_detector.py

fix: deploy scripts/ files properly (correct directory)

2026-07-01 23:00:28 +08:00

final_verify.py

migrate: remove final JSON cold backup lines, prune/branch→DB

2026-07-03 12:41:20 +08:00

fix_and_regenerate.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

fix_currency_and_summary.py

fix: HK currency→CNY + portfolio_summary + LLM prompt evaluation.json→DB

2026-07-03 23:15:18 +08:00

fix_decisions_currency.py

fix: HK currency→CNY + portfolio_summary + LLM prompt evaluation.json→DB

2026-07-03 23:15:18 +08:00

fix_hk_cost_cny.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

fix_portfolio_prices.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

fix_self_todo_path.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

fix_summary.py

fix: price_monitor HKD→CNY + Eastmoney 2s timeout + None-safe + summary fix

2026-07-03 13:24:10 +08:00

fix_todos_db.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

fix_trigger.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

get_realtime_prices.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

hardcode_scanner.py

fix: deploy scripts/ files properly (correct directory)

2026-07-01 23:00:28 +08:00

hk_rate.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

holdings_reconciliation.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

import_holding_xls.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

inject_xiaoguo_insight.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

inspect_decisions.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

intraday_health_check.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

macro_context_collector.py

硬性策略质量门禁 validate_strategy()

2026-07-02 13:46:53 +08:00

macro_signal_consumer.py

fix: deploy scripts/ files properly (correct directory)

2026-07-01 23:00:28 +08:00

market_insight.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

market_screener.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

market_watch.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

memory_guardian.py

fix: guardian每日调gateway清理memory, 花token但省心

2026-06-27 01:37:18 +08:00

meta_growth.py

meta_growth.py 脚本：每日两次分析git log→自动注入硬编码扫描规则

2026-06-24 00:15:33 +08:00

migrate_all.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_alphasift_bridge.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_bridge.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_config.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_data.py

fix: 统一DB路径+管道审计脚本

2026-07-07 10:37:05 +08:00

mo_dsa_opinion.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_models.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mo_provider.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mofin_collect.py

fix: sqlite3.Row没有.get()方法, r.get('cost',0)静默失败→改为r['cost'] if r['cost'] else 0

2026-07-07 11:05:21 +08:00

mofin_db.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mofin_news.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

mofin_query.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

monitor_300308.py

sync: 全部cron脚本同步+游离代码归位+关键依赖部署

2026-07-01 00:02:56 +08:00

morning_health_check.py

feat: --verify-new-cron模式 + MEMORY.md流程

2026-06-27 02:31:18 +08:00

multi_timeframe.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

ocr_client.py

fix: 小果地址统一node122(兼容LAN+EasyTier)

2026-06-30 02:56:35 +08:00

per_stock_reassess.py

全数据路径审计修复：price_monitor HK股价不再转CNY

2026-07-03 17:13:19 +08:00

phase1_schema.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

post_mortem.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

pre-flight-check.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

price_data_inject.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

price_monitor.py

fix: 代码级约束 —— 推荐前必须同步重评, 不输出无操作信号的信息

2026-07-07 10:31:50 +08:00

price_monitor.py.bk

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

process_trade.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

prune_branches.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

quick_verify.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

refresh_mtf_cache.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

regenerate_strategies.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

review_needed_watchdog.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

rollback_currency.py

fix: HK stocks store HKD, calc_total_assets converts to CNY at aggregation

2026-07-03 23:29:37 +08:00

run_all_tests.py

test: 33/33 pass + fix last 4 json.load in strategy_lifecycle + analytics dead code

2026-07-04 09:45:27 +08:00

self_todo_executor.py

fix: 执行器结果通过zhiwei的XMPP发给Dad

2026-06-24 21:50:15 +08:00

server.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

session_to_cron_bridge.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

stale_detector.py

自选股自动重评机制+000850华茂股份全面重评

2026-07-07 11:20:04 +08:00

stale_push_wlin.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

stock_profile.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

stock_quote.py

硬性策略质量门禁 validate_strategy()

2026-07-02 13:46:53 +08:00

stock_scorer.py

refactor: phase 0-2 MoFin architecture reform — single source of truth

2026-06-29 23:25:54 +08:00

stock_sector_enrich.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

strategy_evaluator.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

strategy_feedback.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

strategy_lifecycle.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

strategy_review.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

strategy_summary.py

自选股自动重评机制+000850华茂股份全面重评

2026-07-07 11:20:04 +08:00

strategy_tree.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

strategy-staleness-check.py

feat: strategy-staleness-check auto-creates TODOs for STRATEGY_STALE stocks

2026-07-05 01:41:10 +08:00

sync_dashboard.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

sync_decisions_to_db.py

自选股自动重评机制+000850华茂股份全面重评

2026-07-07 11:20:04 +08:00

system_audit.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

system_health_check.py

fix: system_health_check不再误报market.json/decisions.json缺失（DB-only已迁移）

2026-07-07 09:20:49 +08:00

technical_analysis.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

test_api.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

test_interval.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

test_ratelimit.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

trend_detector.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

update_data.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

verify_01888.py

migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

2026-07-03 12:12:05 +08:00

verify_pnl.py

migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

2026-07-03 13:44:10 +08:00

verify_reassess_pipeline.py

fix: 统一DB路径+管道审计脚本

2026-07-07 10:37:05 +08:00

verify_self_todo.py

feat: DB-first architecture with lock-safe writes

2026-07-06 12:02:11 +08:00

xiaoguo_news_processor.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

xiaoguo_scanner.py

fix: deploy scripts/ files properly (correct directory)

2026-07-01 23:00:28 +08:00

xiaoguo_sentiment_bridge.py

fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

2026-07-06 14:01:54 +08:00

xiaoguo_signal_consumer.py

refactor: remove duplicate scripts + JSON constants + update docs

2026-07-04 09:30:50 +08:00

xmpp_agent_core.py

mo_data: +write_cash_log 函数

2026-07-02 01:43:33 +08:00