知微
7c0e85af28
新增 STRATEGY_QUALITY_GATES 检查清单（9条红线）： CRITICAL: 止损/止盈存在+>0, 买入区下沿<上沿 HIGH: 止损≤买入区, 买入推荐含RR≥1.5, 港股标currency=HKD MEDIUM: signal短词, tech_snapshot含技术位 enforce_strategy_quality() 插在写入链的两处： 1. reassess_with_context() return前 → 单只重评必过 2. regenerate_all() for d in decisions: 写DB前 → 批量重评必过 不过的：status=review_needed, signal降级→信号不充分 不会写进DB/JSON，除非修复了CRITICAL问题
240 lines
5.2 KiB
JSON
240 lines
5.2 KiB
JSON
{
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"holdings": [
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{
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"code": "300308",
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"name": "中际旭创",
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"shares": 100,
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"cost": 1316.53,
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"price": 1135.18,
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"market_value": 113604.0,
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"change_pct": -7.19,
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"currency": "CNY",
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"position_pct": 15.27,
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"_currency": "CNY"
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},
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{
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"code": "06869",
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"name": "长飞光纤光缆",
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"shares": 500,
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"cost": 263.72,
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"price": 178.6,
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"market_value": 89300.0,
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"change_pct": -19.342,
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"currency": "CNY",
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"position_pct": 13.47,
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"_currency": "CNY"
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},
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{
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"code": "01478",
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"name": "丘钛科技",
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"shares": 11000,
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"cost": 13.47,
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"price": 5.99,
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"market_value": 65890.0,
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"change_pct": 0.729,
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"currency": "CNY",
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"position_pct": 7.97,
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"_currency": "CNY"
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},
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{
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"code": "601899",
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"name": "紫金矿业",
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"shares": 2400,
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"cost": 39.89,
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"price": 26.35,
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"market_value": 63048.0,
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"change_pct": 4.94,
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"currency": "CNY",
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"position_pct": 7.34,
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"_currency": "CNY"
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},
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{
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"code": "688411",
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"name": "海博思创",
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"shares": 200,
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"cost": 266.95,
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"price": 258.3,
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"market_value": 51776.0,
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"change_pct": -1.75,
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"currency": "CNY",
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"position_pct": 6.31,
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"_currency": "CNY"
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},
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{
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"code": "688981",
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"name": "中芯国际",
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"shares": 300,
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"cost": 126.07,
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"price": 146.32,
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"market_value": 44112.0,
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"change_pct": -5.28,
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"currency": "CNY",
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"position_pct": 5.44,
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"_currency": "CNY"
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},
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{
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"code": "01888",
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"name": "建滔积层板",
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"shares": 500,
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"cost": 88.23,
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"price": 72.83,
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"market_value": 36415.0,
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"change_pct": -15.28,
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"currency": "CNY",
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"position_pct": 5.28,
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"_currency": "CNY"
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},
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{
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"code": "688639",
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"name": "华恒生物",
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"shares": 2800,
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"cost": 21.51,
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"price": 17.18,
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"market_value": 48244.0,
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"change_pct": 4.95,
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"currency": "CNY",
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"position_pct": 5.25,
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"_currency": "CNY"
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},
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{
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"code": "300750",
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"name": "宁德时代",
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"shares": 100,
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"cost": 401.78,
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"price": 386.3,
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"market_value": 38495.0,
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"change_pct": 0.64,
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"currency": "CNY",
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"position_pct": 4.64,
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"_currency": "CNY"
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},
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{
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"code": "01211",
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"name": "比亚迪股份",
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"shares": 600,
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"cost": 104.87,
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"price": 68.41,
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"market_value": 41070.0,
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"change_pct": 8.903,
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"currency": "CNY",
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"position_pct": 4.62,
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"_currency": "CNY"
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},
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{
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"code": "02202",
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"name": "万科企业",
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"shares": 19700,
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"cost": 4.67,
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"price": 1.92,
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"market_value": 38021.0,
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"change_pct": 4.717,
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"currency": "CNY",
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"position_pct": 4.6,
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"_currency": "CNY"
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},
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{
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"code": "00700",
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"name": "腾讯",
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"shares": 100,
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"cost": null,
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"price": 378.36,
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"market_value": 37784.0,
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"change_pct": 1.536,
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"currency": "CNY",
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"position_pct": null,
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"_currency": "CNY"
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},
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{
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"code": "00981",
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"name": "中芯国际",
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"shares": 500,
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"cost": 75.94,
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"price": 69.88,
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"market_value": 34635.0,
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"change_pct": -9.843,
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"currency": "CNY",
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"position_pct": 4.2,
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"_currency": "CNY"
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},
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{
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"code": "300548",
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"name": "长芯博创",
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"shares": 100,
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"cost": 231.46,
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"price": 225.0,
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"market_value": 22592.0,
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"change_pct": -11.42,
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"currency": "CNY",
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"position_pct": 3.2,
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"_currency": "CNY"
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},
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{
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"code": "518880",
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"name": "黄金ETF华安",
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"shares": 2400,
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"cost": 12.19,
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"price": 8.45,
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"market_value": 20280.0,
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"change_pct": 2.13,
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"currency": "CNY",
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"position_pct": 2.45,
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"_currency": "CNY"
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},
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{
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"code": "300035",
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"name": "中科电气",
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"shares": 1400,
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"cost": 22.29,
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"price": 14.33,
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"market_value": 20062.0,
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"change_pct": -0.76,
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"currency": "CNY",
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"position_pct": 2.42,
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"_currency": "CNY"
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},
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{
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"code": "000700",
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"name": "模塑科技",
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"shares": 1400,
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"cost": 14.83,
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"price": 16.87,
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"market_value": 23618.0,
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"change_pct": 9.97,
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"currency": "CNY",
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"position_pct": 2.41,
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"_currency": "CNY"
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},
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{
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"code": "600563",
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"name": "法拉电子",
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"shares": 100,
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"cost": 147.18,
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"price": 164.32,
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"market_value": 16460.0,
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"change_pct": -9.99,
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"currency": "CNY",
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"position_pct": 2.3,
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"_currency": "CNY"
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},
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{
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"code": "01088",
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"name": "中国神华",
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"shares": 500,
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"cost": 45.89,
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"price": 34.26,
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"market_value": 17115.0,
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"change_pct": 1.503,
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"currency": "CNY",
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"position_pct": 2.14,
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"_currency": "CNY"
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}
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],
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"total_assets": 902797.0,
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"total_mv": 822321.0,
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"stock_value": null,
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"cash": 80476.0,
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"frozen_cash": 0.0,
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"position_pct": 91.09,
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"currency": "CNY",
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"updated_at": "2026-07-02 13:46"
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} |