From 7908145abe82460e44855da8ec56b2d11df86f7a Mon Sep 17 00:00:00 2001
From: Cai <cai@nbcai.cc>
Date: Thu, 20 Aug 2026 16:56:28 +0800
Subject: [PATCH] feat(valuation): add semiconductor valuation ranking
---
ai-valuation-analyst/tools/evaluate_current_research_universe_20260820.py | 6 ++++++
1 files changed, 6 insertions(+), 0 deletions(-)
diff --git a/ai-valuation-analyst/tools/evaluate_current_research_universe_20260820.py b/ai-valuation-analyst/tools/evaluate_current_research_universe_20260820.py
index 6479bac..4bd4b05 100644
--- a/ai-valuation-analyst/tools/evaluate_current_research_universe_20260820.py
+++ b/ai-valuation-analyst/tools/evaluate_current_research_universe_20260820.py
@@ -537,6 +537,7 @@
"",
f"- 偏低{labels['偏低']}只、基本合理{labels['基本合理']}只、偏贵{labels['偏贵']}只、明显偏贵{labels['明显偏贵']}只。",
f"- 逐股完整清单：[{csv_path.name}]({csv_path.name})。",
+ "- 半导体179只按估值由便宜到贵的完整结果：[Markdown](半导体估值排序.md)；[CSV](半导体估值排序.csv)。",
"- 全部已评估证券（包括用户单独点名、但不属于上述行业研究池的公司）的唯一当前入口仍是 `../估值台账/latest.md` 与 `../估值台账/latest.csv`。",
"",
]
@@ -588,6 +589,11 @@
"md_sha256": hashlib.sha256(md_path.read_bytes()).hexdigest(),
"agriculture_newenergy_md_sha256": hashlib.sha256(focus_path.read_bytes()).hexdigest(),
}
+ ranking_md = SUMMARY_DIR / "半导体估值排序.md"
+ ranking_csv = SUMMARY_DIR / "半导体估值排序.csv"
+ if ranking_md.is_file() and ranking_csv.is_file():
+ manifest["semiconductor_ranking_md_sha256"] = hashlib.sha256(ranking_md.read_bytes()).hexdigest()
+ manifest["semiconductor_ranking_csv_sha256"] = hashlib.sha256(ranking_csv.read_bytes()).hexdigest()
write_json(SUMMARY_DIR / "全部行业调研标的估值覆盖manifest.json", manifest)
return manifest
--
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