108 lines
3.6 KiB
Python
108 lines
3.6 KiB
Python
#!/usr/bin/env python3
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"""refresh_macro_context.py — 刷新macro_context_log
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读取最新market_snapshots + 腾讯实时指数, 写入macro_context_log
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让load_macro_context()拿到最新市场偏向, 而不是12天前的数据
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每30分钟跑一次（交易日）
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"""
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import json, sqlite3, sys
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from pathlib import Path
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from datetime import datetime
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from mo_data import get_price
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# ── 消息通道统一路由(broadcast/xmpp by delivery) ──
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try:
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from messenger import install_stdio_hook as _msh
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_msh()
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except Exception:
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pass
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DB = Path("/home/hmo/MoFin/data/mofin.db")
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def fetch_index(code, name):
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"""从统一入口获取指数行情"""
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try:
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price, change_pct = get_price(code)
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if price is not None:
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return {
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"price": price,
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"change_pct": round(change_pct or 0, 2),
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"high": price,
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"low": price,
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}
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return None
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except:
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return None
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def main():
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# 采集各指数
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indices = {
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"上证指数": fetch_index("sh000001", "上证指数"),
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"深证成指": fetch_index("sz399001", "深证成指"),
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"创业板指": fetch_index("sz399006", "创业板指"),
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"恒生指数": fetch_index("hkHSI", "恒生指数"),
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"国企指数": fetch_index("hkHSCEI", "国企指数"),
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}
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indices = {k: v for k, v in indices.items() if v}
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# 计算偏向
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sh = indices.get("上证指数", {})
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sh_change = sh.get("change_pct", 0) if sh else 0
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# 2026-08-19 修复：大盘描述用 market_regime 真实温区（不写死"震荡"）
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# 原逻辑：涨跌±1.5%内→永远"大盘震荡"（每30min一条无意义通知，老莫）
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# 温区映射：trend_up=强势 / trend_down=弱势 / choppy=震荡（真实ADX判定）
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_regime = "unknown"
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try:
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import sqlite3 as _sq3
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_c3 = _sq3.connect(str(DB), timeout=5)
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_r3 = _c3.execute("SELECT regime FROM market_regime WHERE market='a' ORDER BY date DESC LIMIT 1").fetchone()
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_c3.close()
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if _r3:
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_regime = _r3[0] or "unknown"
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except Exception:
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pass
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if _regime == "trend_up":
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overall = "bullish"
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desc = "大盘强势（趋势市）"
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elif _regime == "trend_down":
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overall = "bearish"
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desc = "大盘弱势（下跌趋势）"
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elif _regime == "choppy":
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overall = "neutral"
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desc = "大盘震荡（ADX<20）"
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else:
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# 温区不可用 → 退回涨跌幅度判断
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if sh_change < -1.5:
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overall = "bearish"
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desc = "大盘偏弱"
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elif sh_change > 1.0:
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overall = "bullish"
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desc = "大盘偏强"
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else:
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overall = "neutral"
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desc = "大盘震荡"
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structure = json.dumps({"overall": overall, "description": desc}, ensure_ascii=False)
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indices_json = json.dumps(indices, ensure_ascii=False)
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# 写入macro_context_log
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now = datetime.now()
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session = "midday" if now.hour >= 12 else "morning"
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ts = now.strftime("%Y-%m-%d %H:%M:%S")
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try:
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conn = sqlite3.connect(str(DB))
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conn.execute("""
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INSERT INTO macro_context_log
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(data_timestamp, session, has_valid_data, indices, structure, created_at)
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VALUES (?, ?, 1, ?, ?, ?)
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""", (ts, session, indices_json, structure, ts))
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conn.commit()
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conn.close()
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print(f"[SILENT] macro_context updated: {overall} {desc} {len(indices)} indices")
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except Exception as e:
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print(f"[SILENT] macro_context write failed: {e}")
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if __name__ == "__main__":
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main()
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