知微
92815aac06
换仓评估逻辑：现金不足时自动分析卖差票换推荐股
新增 evaluate_swap() 函数：
1. 仅对RR>=2.0且含买入关键词的强信号触发
2. 扫描持仓按亏损排序，找最少卖出组合凑现金缺口
3. 预期盈利 > 锁定亏损×1.5 才推荐切换
4. 最多卖3只，单次换仓不超总资产50%
5. 不划算时维持原预算不足1手消息
已验证：海博思创(688411) RR=5.6但预期盈利9k<锁定亏损46k×1.5
→ 不推荐切换，正确。沐曦如果触发也会按同一逻辑判断。
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