163 lines
5.8 KiB
Python
163 lines
5.8 KiB
Python
#!/usr/bin/env python3
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"""
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小唯消息面情感评分 — 东方财富公告 + 关键词情感词典
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==================================================
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抓取关注股票最新公告标题，用情感词典打分。
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评分规则：
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利空词（减持/亏损/违规/立案/质押/诉讼/退市/警示/下跌/处罚）→ -1
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利好词（增持/回购/分红/中标/增长/突破/合作/扩产/盈利/上调/签约）→ +1
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中性 → 0
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综合多个公告后 clip 到 [-1, 1]
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用法：
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python3 stock_sentiment.py # 输出情感评分
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python3 stock_sentiment.py --json # JSON 输出（供矛盾周报引用）
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"""
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import json, sys, subprocess, shlex, os, re
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from datetime import datetime
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from pathlib import Path
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OUTPUT = Path.home() / ".hermes" / "stock_backtest"
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OUTPUT.mkdir(exist_ok=True)
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# 关注股票（代码, 名称, 行业）
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WATCHED = [
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("000858", "五粮液", "白酒"),
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("600519", "贵州茅台", "白酒"),
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("000568", "泸州老窖", "白酒"),
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("002304", "洋河股份", "白酒"),
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("600036", "招商银行", "银行"),
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("601318", "中国平安", "保险"),
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("000001", "平安银行", "银行"),
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("300750", "宁德时代", "新能源"),
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("002594", "比亚迪", "新能源"),
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("002415", "海康威视", "科技"),
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("601088", "中国神华", "煤炭"),
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("688981", "中芯国际", "半导体"),
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("600030", "中信证券", "证券"),
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("000333", "美的集团", "家电"),
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]
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# 情感词典
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NEGATIVE_WORDS = [
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"减持", "亏损", "违规", "立案", "质押", "诉讼", "退市", "警示",
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"下跌", "处罚", "风险", "终止", "暂停", "下滑", "恶化", "逾期",
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"冻结", "查封", "调查", "降级", "下调", "失败", "延期", "变卖",
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]
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POSITIVE_WORDS = [
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"增持", "回购", "分红", "中标", "增长", "突破", "合作", "扩产",
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"盈利", "上调", "签约", "创新高", "预增", "扭亏", "获批", "落地",
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"推出", "发布", "投资", "签订", "完成", "超预期", "翻倍", "新签订单",
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]
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# 中性词（公告常见但无方向性）
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NEUTRAL_WORDS = ["会议", "报告", "公告", "章程", "制度", "通知", "更正", "说明"]
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def get_url(url, timeout=8):
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env = dict(os.environ)
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for k in ["http_proxy", "https_proxy", "HTTP_PROXY", "HTTPS_PROXY"]:
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env.pop(k, None)
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cmd = f"curl -s --max-time {timeout} --compressed {shlex.quote(url)}"
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try:
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r = subprocess.run(cmd, shell=True, capture_output=True, timeout=timeout + 2, env=env)
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return r.stdout.decode("utf-8", errors="ignore")
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except Exception:
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return ""
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def get_announcements(code, limit=5):
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"""东方财富个股公告（标题列表）"""
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url = (f"https://np-anotice-stock.eastmoney.com/api/security/ann"
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f"?sr=-1&page_size={limit}&page_index=1&ann_type=A"
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f"&client_source=web&stock_list={code}&f_node=0&s_node=0")
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text = get_url(url)
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if not text or len(text) < 50:
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return []
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try:
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data = json.loads(text)
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items = data.get("data", {}).get("list", [])
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titles = []
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for item in items:
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title = item.get("title", "").strip()
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# 清理 HTML 标签
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title = re.sub(r"<[^>]+>", "", title)
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if title:
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titles.append(title)
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return titles
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except Exception:
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return []
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def score_title(title):
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"""单条标题情感评分：返回 (score, matched)"""
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pos_hits = [w for w in POSITIVE_WORDS if w in title]
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neg_hits = [w for w in NEGATIVE_WORDS if w in title]
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if pos_hits and not neg_hits:
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return 1, pos_hits
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if neg_hits and not pos_hits:
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return -1, neg_hits
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if pos_hits and neg_hits:
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return 0, pos_hits + neg_hits # 混合中性
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return 0, []
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def scan_sentiment():
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"""扫描所有关注股票，返回情感评分"""
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results = []
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print("=" * 60)
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print(f"小唯消息面情感扫描 {datetime.now().strftime('%Y-%m-%d %H:%M')}")
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print("=" * 60)
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for code, name, industry in WATCHED:
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titles = get_announcements(code, limit=5)
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if not titles:
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print(f" ⚠️ {name}: 无公告数据")
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results.append({"code": code, "name": name, "industry": industry,
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"score": 0, "titles": [], "reasons": ["无公告"]})
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continue
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scores = [score_title(t) for t in titles]
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# 有实质方向的最新公告优先（取最近3条的平均）
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recent = [s for s, _ in scores[:3]]
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avg = sum(recent) / len(recent) if recent else 0
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final = max(-1, min(1, avg))
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hits = []
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for t, (s, words) in zip(titles[:3], scores[:3]):
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if words:
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emoji = "🔴" if s < 0 else ("🟢" if s > 0 else "⚪")
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hits.append(f"{emoji}{t[:35]}")
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results.append({"code": code, "name": name, "industry": industry,
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"score": final, "titles": titles[:3], "hits": hits,
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"reasons": hits})
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emoji = "🔴" if final < 0 else ("🟢" if final > 0 else "⚪")
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print(f" {emoji} {name}({code}) [{industry}] 情感{final:+.0f}")
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# 汇总：全市场情感（消息面评分）
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valid = [r for r in results if r.get("titles")]
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if valid:
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avg_all = sum(r["score"] for r in valid) / len(valid)
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message = max(-1, min(1, avg_all))
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else:
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message = 0
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print(f"\n📊 市场消息面综合评分: {message:+.0f}")
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out = OUTPUT / "sentiment_scan.json"
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with open(out, "w", encoding="utf-8") as f:
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json.dump({"generated": datetime.now().strftime("%Y-%m-%d %H:%M"),
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"message_score": message,
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"stocks": results}, f, ensure_ascii=False, indent=2)
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print(f"📁 已保存: {out}")
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if "--json" in sys.argv:
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return message
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return results
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if __name__ == "__main__":
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scan_sentiment()
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