zhiwei
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  • Joined on 2026-06-12
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zhiwei pushed to master at hmo/MoFin 2026-06-24 15:05:24 +00:00
147d6d0fa2 docs: 最终文档更新+全链路测试通过
zhiwei pushed to master at hmo/MoFin 2026-06-24 14:34:15 +00:00
39ff4d95f7 feat: macro_context/market数据全部DB优先，JSON回退
zhiwei pushed to master at hmo/MoFin 2026-06-24 14:15:00 +00:00
843012e045 cleanup: 历史记录从JSON迁移到DB(health_check_log表)
zhiwei pushed to master at hmo/MoFin 2026-06-24 14:09:35 +00:00
4c074b789e docs: 更新自愈循环+体检文档至最终版
zhiwei pushed to master at hmo/MoFin 2026-06-24 14:08:51 +00:00
5a7335e583 fix: xiaoguo_scanner LLM超时恢复30s
9b878001af fix: 小果LLM不可达降级处理
d27dbcc6ad fix: 盘中自检增加进程级检查(price_monitor/xiaoguo_scanner)
077f683878 feat: 三层自检+元自检+cron全局审计
7a6fb103cb fix: 执行器结果通过zhiwei的XMPP发给Dad
Compare 16 commits »
zhiwei pushed to master at hmo/MoFin 2026-06-24 09:50:54 +00:00
4aa884ed31 TODO一口气4/6完成
zhiwei pushed to master at hmo/MoFin 2026-06-24 09:24:51 +00:00
d4ad5a57ef trigger字段永久同步（strategy_lifecycle）+ 知微TODO系统
zhiwei pushed to master at hmo/MoFin 2026-06-24 07:36:03 +00:00
9a702a66f7 A/H跨市场去重：药明康德不再推H股
zhiwei pushed to master at hmo/MoFin 2026-06-24 06:40:34 +00:00
4ab95ecbcb 策略质量过滤：信义光能不应被推荐
zhiwei pushed to master at hmo/MoFin 2026-06-24 06:39:55 +00:00
8f830b8de2 信义光能问题修复：两层级过滤+趋势检查
zhiwei pushed to master at hmo/MoFin 2026-06-24 06:25:13 +00:00
e83dfc415d 持仓完成更新：现金20371 总资产1015540
zhiwei pushed to master at hmo/MoFin 2026-06-24 05:48:43 +00:00
0ecdfbc861 上传OCR切换：小果GLM-OCR-8bit优先，Tesseract降级
zhiwei pushed to master at hmo/MoFin 2026-06-24 05:30:49 +00:00
605c3d71d9 总资产修正：改用实时行情+holding文件汇率
zhiwei pushed to master at hmo/MoFin 2026-06-24 05:29:17 +00:00
3ab4f972f1 OCR集成+持仓更新：海博思创已买入
zhiwei pushed to master at hmo/MoFin 2026-06-24 05:02:35 +00:00
b5b0f3d0e8 总资产修正+购车图标联动
zhiwei pushed to master at hmo/MoFin 2026-06-24 04:29:51 +00:00
9ba21fc3c0 南亚新材(688519) 完整分析+系统录入
zhiwei pushed to master at hmo/MoFin 2026-06-24 04:00:01 +00:00
9a984dd4dc 6维评分通用模块 + 港股通T+2延迟标注
zhiwei pushed to master at hmo/MoFin 2026-06-24 03:54:41 +00:00
c7f15ebe0b 换仓评估改全面分析：用决策系统信号评分代替单纯看亏损%\n\n老逻辑：按亏损比例排序，亏最少的先卖 → 错（阿里亏22%但基本面好）\n新逻辑：score_future_outlook() 多维度评分，按前景排序\n\n评分维度：\n1. timing_signal — 买入+3，深套持有-2，持有-0.5\n2. 技术形态 — bearish-1.5，bullish+1.5\n3. 量价关系 — 卖盘-1，买盘+1\n4. 行业背景 — 大跌-0.5\n5. 盈亏比RR — RR≥2得+1，RR<1得-0.5\n6. 股票类别 — 蓝筹+0.5，深套/弱势-0.5\n\n实测：招商银行(亏-3%)评分-4.5（弱势持有+银行大跌+技术偏空），\n双一科技(亏-16%)评分-4.0（持有+bearish+卖盘主导+弱势）\n→ 推荐卖这俩腾38,780元买海博思创
zhiwei pushed to master at hmo/MoFin 2026-06-24 03:48:32 +00:00
68e530a4be 换仓评估修复：沉没成本不参与决策
zhiwei pushed to master at hmo/MoFin 2026-06-24 03:42:29 +00:00
92815aac06 换仓评估逻辑：现金不足时自动分析卖差票换推荐股