From 20ecd711f652d8dedc108c2c6876f5695c56edc1 Mon Sep 17 00:00:00 2001 From: claude_dev Date: Sun, 6 Sep 2026 22:27:03 +0800 Subject: [PATCH] =?UTF-8?q?docs(data):=20spec=C2=A718=E4=B8=89=E9=BB=98?= =?UTF-8?q?=E8=AE=A4=E6=8B=8D=E6=9D=BF=E5=85=A5=E6=A1=A3+=E5=BC=80?= =?UTF-8?q?=E5=B7=A5=E6=89=B9=E5=87=86=20[nas]=E2=80=94=E2=80=94=E7=94=A8?= =?UTF-8?q?=E6=88=B7=E3=80=8C=E9=83=BD=E6=8C=89=E4=BD=A0=E8=AF=B4=E7=9A=84?= =?UTF-8?q?=E6=9D=A5=E5=90=A7=E3=80=8D:=E2=91=A0=E8=82=A1=E7=A5=A8?= =?UTF-8?q?=E6=B1=A0=3D=E5=85=A8A=E5=90=AB=E9=80=80=E5=B8=82~5547=E5=8F=AA?= =?UTF-8?q?,=E6=B8=85=E5=8D=95=E6=BA=90=3DNAS=E5=89=AF=E6=9C=AC=E5=BA=93di?= =?UTF-8?q?stinct=20symbol(=E6=9C=AC=E5=9C=B0=E9=9B=B6=E7=BD=91=E7=BB=9C?= =?UTF-8?q?=E5=A4=A9=E7=84=B6=E5=90=AB=E9=80=80=E5=B8=82,=E5=90=8Cdbbardat?= =?UTF-8?q?a=E6=B2=BB=E5=B9=B8=E5=AD=98=E8=80=85=E5=81=8F=E5=B7=AE?= =?UTF-8?q?=E5=8E=9F=E5=88=99;=E9=80=80=E5=B8=82=E8=82=A1=E6=96=B0?= =?UTF-8?q?=E9=97=BB=E5=B1=82=E8=87=AA=E7=84=B6=E7=A9=BA,=E5=85=AC?= =?UTF-8?q?=E5=91=8A=E5=B1=82=3D=E4=BA=8B=E4=BB=B6=E5=9B=A0=E5=AD=90?= =?UTF-8?q?=E5=9B=9E=E6=B5=8B=E5=8E=9F=E6=96=99);=E2=91=A1PDF=E7=B1=BB?= =?UTF-8?q?=E5=88=AB=3D=E5=85=AD=E7=B1=BB(=E5=B9=B4=E6=8A=A5/=E5=8D=8A?= =?UTF-8?q?=E5=B9=B4=E6=8A=A5/=E4=B8=80=E5=AD=A3=E6=8A=A5/=E4=B8=89?= =?UTF-8?q?=E5=AD=A3=E6=8A=A5/=E4=B8=9A=E7=BB=A9=E9=A2=84=E5=91=8A/?= =?UTF-8?q?=E4=B8=9A=E7=BB=A9=E5=BF=AB=E6=8A=A5=E2=89=8845GB/=E5=B9=B4,?= =?UTF-8?q?=E6=9D=83=E7=9B=8A=E5=88=86=E6=B4=BE=E5=A2=9E=E5=8F=91=E7=AD=89?= =?UTF-8?q?=E4=B8=8D=E8=BF=9B=E4=BD=86=E5=85=83=E6=95=B0=E6=8D=AE=E5=B1=82?= =?UTF-8?q?=E4=BB=8D=E5=85=A8=E9=87=8F);=E2=91=A2=E6=97=B6=E9=95=BF?= =?UTF-8?q?=E9=A2=84=E6=9C=9F=E7=9F=A5=E6=82=89(T1-T3=E2=89=881-2=E4=B8=AA?= =?UTF-8?q?session=E5=B7=A5=E4=BD=9C=E6=97=A5/ann=5Fmeta=E5=9B=9E=E8=A1=A5?= =?UTF-8?q?~1=E5=91=A8=E5=90=8E=E5=8F=AF=E4=BE=9Bfactor=E4=BA=8B=E4=BB=B6?= =?UTF-8?q?=E5=9B=A0=E5=AD=90=E5=9B=9E=E6=B5=8B/=E5=85=A8=E6=96=87PDF?= =?UTF-8?q?=E6=9C=88=E7=BA=A7=E6=85=A2=E8=BD=A6=E9=81=93);=E5=BC=80?= =?UTF-8?q?=E5=B7=A5=E5=B7=B2=E6=89=B9,=E4=B8=8B=E4=B8=80=E6=AD=A5T1=3Dwra?= =?UTF-8?q?pper+=E9=87=91=E4=B8=9D=E9=9B=80=20[nas]?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../specs/2026-07-21-data-source-fusion-design.md | 9 ++++++++- 1 file changed, 8 insertions(+), 1 deletion(-) diff --git a/docs/superpowers/specs/2026-07-21-data-source-fusion-design.md b/docs/superpowers/specs/2026-07-21-data-source-fusion-design.md index af57697..68cf42f 100644 --- a/docs/superpowers/specs/2026-07-21-data-source-fusion-design.md +++ b/docs/superpowers/specs/2026-07-21-data-source-fusion-design.md @@ -531,6 +531,11 @@ Schema(列名冻结,消费方=factor session 因子加工层,后续 provider fet **5m 不做结构性改造**,仅两个顺手项下次动 run_5m.sh 时一并(docker run 加 --name 便于 定向 stop;头注释 DSM 时点 19:05→00:05 过时修正),不专门跑。 +**股票池口径**(用户 09-06 拍板「都按你说的来」):**全 A 含退市**(~5547 只),清单源=NAS 副本库 +data_backup/quant_trading.db 的 distinct symbol(本地零网络、天然含退市,同 dbbardata 治幸存者 +偏差原则);退市股新闻层自然为空不浪费,公告层=事件因子回测原料。**PDF 类别=六类**(同日拍板): +年报/半年报/一季报/三季报/业绩预告/业绩快报(≈45GB/年;权益分派/增发等不进,元数据层仍全量有)。 + **daily lane(每日,总 ~4.5h,06:00–10:30 前后)**(06:00 晨窗依据 09-06 实测:深市 600 条公告 发布时刻分布=盘中(09-15时)**0%**(3条)、盘后 15-20 时 46%、**00 时档 54%**(巨潮深夜批处理 披露)——公告主体在盘后+零点档,06:00 拉取 T+1 晨=前日公告 100% 入账,**优于任何傍晚方案** @@ -601,7 +606,9 @@ T1 wrapper+连通金丝雀(run_corpus.sh 按 5m 同款结构编写;`docker run - 镜像 python+每域 1 发出网验证+目录骨架)→ T2 corpus_download.py daily lane 四段+断点续传 state 机制+单实例锁+测试 → T3 DSM 任务注册(admin 身份)+首周人工盯跑 → T4 backfill lane ①② → T5 ③④+容量闸门 → T6 验收清单执行+活文档本节补「实施终态」小节。每步一个 commit,标签 -**[nas]**(VPS 零触及)。 +**[nas]**(VPS 零触及)。**时长预期**(用户知悉):T1–T3≈1–2 个 session 工作日;ann_meta 回补 +~1 周后即可供 factor 做事件因子回测;全文/PDF 为月级慢车道自然推进。**用户已批开工** +(2026-09-06「都按你说的来吧」)。 ### 18.8 全局下载方案与存放位置总表(回应「不想搞好几套」——本节=现势唯一完整说明)