全部工作 > Discovery 候選基本面複審
Discovery 候選基本面複審
Hermes 名稱：Discovery FORMAL Fundamental Dingmao Review · job_id：904870b67948
已暫停 注意 投資-研究 純腳本
這個工作做什麼
每天 13:25 對 Discovery 正式候選做基本面加定錨觀點的複審：只處理狀態為 FORMAL、排名前 3 的新候選，最多 3 檔；看完證據後給出多空解讀，證據不足就明說不知道，有新結論才發 Telegram。
💡 為什麼需要：正式候選進入追蹤前的最後把關：用基本面與定錨觀點過濾掉純技術面誤報的候選。
⚠️ 說明提到 13:25，但 native schedule 是 15 13 * * 1-5（PRESENTATION_CONFLICT）
什麼時候跑
⏰ 平日(一~五) 13:15（15 13 * * 1-5）
上次執行：2026-08-28 13:15 下次：2026-08-31 13:15 最近結果：—
主要規則
- CODE
只審查狀態為 FORMAL 且排名 ≤3 的新候選，每次最多 3 檔 - MANIFEST
同一候選（lifecycle/material 指紋相同）只複審一次，除非有重大資料更新 - MANIFEST
證據不足必須輸出 UNKNOWN，不得臆測填補 - MANIFEST
複審只能解讀證據，不得修改 Alpha 分數、進場/停損/停利、倉位或生命週期狀態，不得下單 - MANIFEST
沒有合格候選或已去重時保持靜默，只有新複審事件才發 Telegram - MANIFEST
auto-order 與 production 交易維持關閉
上下游關係
⬆️ 需要誰：Discovery Entry Observation Runtime
⬇️ 誰用它的結果：—
🤔 可能相關（低信心推測，僅供參考）：層零市場風險過濾器、Intraday Holdings Risk Owner、層零市場風險過濾器、13:07 盤中狀態通知、Intraday Holdings Risk Owner
時間相依風險（人工審查結果）
- 待確認 待人工確認 — 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_events]
- 待確認 待人工確認 — 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [sqlite:notification_deliveries]
最近的改變
- 2026-10-10T20:00 JOB_CHANGED job 904870b67948 (Discovery FORMAL Fundamental Dingmao Review) changed: mode=NO_AGENT state=paused
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'P3-W9 13:25 1315-vs-1320 Comparison（SHADOW ONLY）' (earliest 13:25) via DATA [/users/ex
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'Investment Runtime Migration Validation' (earliest 13:40) via DATA [/users/exion/.herm
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '每日 deterministic PIT observation snapshot' (earliest 15:40) via DATA [/users/exion/.he
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'Discovery 13:20 Canonical Formal Capture' (earliest 13:20) via DATA [/users/exion/.her
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'P3-W9 13:25 1315-vs-1320 Comparison（SHADOW ONLY）' (earliest 13:25) via DATA [/users/ex
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'Investment Runtime Migration Validation' (earliest 13:40) via DATA [/users/exion/.herm
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'P3-W10B 13:15 single replay notification' (earliest 13:15) via DATA [/users/exion/.her
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on '層零市場風險過濾器' (earliest 21:08) via DATA [/users/exion/.hermes/data/notification_events.db
- 2026-08-30T02:01 TEMPORAL_DEPENDENCY_HAZARD 'Discovery FORMAL Fundamental Dingmao Review' fires 13:15 but depends on 'holdings-deploy' (earliest 21:10) via DATA [/users/exion/.hermes/data/notification_eve
讀寫了哪些資料
| 類型 | 位置 | 存取 |
|---|---|---|
| SQLITE_DB | /Users/exion/.hermes/data/investment.db | unknown |
| SQLITE_DB | /Users/exion/.hermes/data/discovery_runtime.db | unknown |
| SQLITE_DB | /Users/exion/.hermes/data/notification_events.db | unknown |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | read |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| SQLITE_TABLE | self | write |
| MODULE | /Users/exion/.hermes/lib/notification_event_registry.py | import |
完整任務指示（技術）
執行 /Users/exion/.hermes/scripts/formal_candidate_fundamental_review_notify.py。這是 Discovery FORMAL candidate 的 gated fundamental/Dingmao interpretation owner：只處理 current_state='FORMAL'、rank<=3 的新候選，最多 3 檔；同一 lifecycle/material fingerprint 只允許一次，只有 material update 才可重跑。腳本自行讀取 Dingmao anchored EPS/thesis、Wiki/known fundamentals、Candidate Alpha/risk context；LLM 只能解讀證據，不得修改 Alpha Score、Entry、Stop、Profit、position sizing、lifecycle state，不得建立 authoritative EPS，不得下單。證據不足必須輸出 UNKNOWN；auto-order 與 production trading 維持 OFF。stdout 會送 Telegram；非空通知也會由 wrapper 透過既有 ntfy topic 發送，並以日期＋內容去重。…
job_id: 904870b67948 · 本頁由 Python 自動產生，非即時資料。