知微
908dc6a897
审计发现(2026-07-03 15:00 systematic audit): 1. price_monitor 港股仍转 CNY (line 255, 306) → 改为存 HKD 原值, currency=HKD 2. strategy_lifecycle 质量门禁检查 currency=CNY (line 88-91) → 改为接受 HKD/CNY 3. strategy_lifecycle 新建策略写 currency='CNY' (line 2299) → 改为按代码判断 HKD/CNY 4. stale_push_wlin 两处直接 json.load(open(decisions.json)) → 改为 read_decisions() 5. stale_push_wlin 直接 json.load(open(portfolio.json)) → 改为 read_portfolio() 6. DB holdings/holding_strategies: 8只HK股currency从CNY改为HKD 7. calc_total_mv 增加港股HKD→CNY汇兑计算 验证: - 建滔 84.45 HKD 浮亏-4.3%（不是-24%） - 现金 132,121.93 总资产 953,295 - 所有8只HK股DB正确标记HKD - price_monitor已重启，下个tick用新逻辑写HKD原值 - stale_push_wlin已换用mo_data读DB
79 lines
3.0 KiB
JSON
79 lines
3.0 KiB
JSON
{
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"timestamp": "2026-07-03 16:00",
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"source": "xiaoguo_fallback",
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"stocks": [
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{
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"code": "688981",
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"name": "中芯国际",
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"sentiment": "negative",
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"confidence": 0.75,
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"reason": "芯片板块近期回调，国家大基金持股概念7/2日跌6.28%，主力资金大幅净流出；已跌破止损位140.94(现价140.31，距损-0.45%)",
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"priority": "已跌破止损-0.45%"
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},
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{
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"code": "00981",
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"name": "中芯国际(H)",
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"sentiment": "negative",
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"confidence": 0.65,
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"reason": "大基金减持00981等芯片股，半导体板块承压；南向资金虽有爆买但价格已跌破止损67.24(现价67.06，距损-0.27%)",
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"priority": "已跌破止损-0.27%"
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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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"sentiment": "negative",
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"confidence": 0.80,
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"reason": "通信行业7/2日暴跌7.36%，F5G/铜缆高速连接概念大幅回调，主力资金持续净流出；已跌破止损221.38(现价221.01，距损-0.17%)",
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"priority": "已跌破止损-0.17%"
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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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"sentiment": "positive",
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"confidence": 0.78,
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"reason": "连续31日回购，每日5.01亿港元，累计回购超249亿，管理层信心强烈；股价距止损366.84仅2.06%，回购托底意愿明确",
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"priority": "距止损2.06%"
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},
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{
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"code": "300308",
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"name": "中际旭创",
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"sentiment": "neutral",
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"confidence": 0.60,
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"reason": "6月获融资客40亿净买入，CPO概念年初至今涨幅可观；但通信板块7/2大跌7.36%，短期面临获利回吐压力，距止损1090.4约2.29%",
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"priority": "距止损2.29%"
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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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"sentiment": "positive",
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"confidence": 0.72,
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"reason": "7/3除净派息0.339港元/股，南向资金7/2净买入1.77亿港元，6/30曾涨超7%；距止损169.46约2.56%，股息+资金面支撑",
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"priority": "距止损2.56%"
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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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"sentiment": "neutral",
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"confidence": 0.55,
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"reason": "定州三期/沧东三期机组投运，子公司签约8.6亿合同，基本面稳健；但煤炭板块近期走弱，港股煤炭股6/30集体下跌，消息面中性偏淡",
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"priority": "距止损2.63%"
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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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"sentiment": "positive",
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"confidence": 0.82,
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"reason": "贵金属概念7/3大涨4.84%，紫金矿业涨5.32%，美联储释放通胀回落信号利好金价；公司布局航天投资拓展成长空间",
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"priority": "涨跌幅+5.78%"
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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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"sentiment": "positive",
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"confidence": 0.85,
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"reason": "新能源汽车零售渗透率高达63%，板块持续走强，7/2比亚迪涨超9%领涨；行业景气度高位，动力电池/整车双轮驱动",
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"priority": "涨跌幅+6.90%"
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}
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]
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}
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