feat: 핫종목 검증팀 — 키움 핫 × 가치/품질 노이즈필터 (dry-run)

/hot/validate: 키움 거래량급증(ka10023) 종목을 ETF/파생·초소형(작전)·영업적자·
분식의심(Beneish≥50)·음수점수로 걸러 '검증통과'만 추림. 평일 09:35 통과분 1회 보고.
현재 핫 30개 중 77%가 ETF/파생 노이즈로 확인.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

score-engine/main.py

@@ -3048,6 +3048,10 @@ async def startup():
     scheduler.add_job(accuracy_report_job, "cron",
                       day_of_week="sun", hour=10, minute=0,
                       id="accuracy_report", replace_existing=True)
+    # 핫종목 검증팀: 평일 09:35 검증통과 핫종목 1회 보고 (dry-run)
+    scheduler.add_job(hot_validate_report_job, "cron",
+                      day_of_week="mon-fri", hour=9, minute=35,
+                      id="hot_validate", replace_existing=True)
     # 성과 추적: 매일 18시 가격 업데이트
     scheduler.add_job(update_performance_prices, "cron",
                       day_of_week="mon-fri", hour=18, minute=0,
@@ -3258,6 +3262,84 @@ async def accuracy_report_job():
     await send_telegram("\n".join(lines))
     logger.info("accuracy.report.sent", verdict=a["verdict"])
 
+# ── 🔥 핫종목 검증팀 (키움 핫 × 가치/품질 노이즈필터, dry-run) ──────────
+async def compute_hot_validate(top: int = 30) -> dict:
+    """키움 거래량급증(ka10023) × 가치/품질 필터 → 핫한데 가치없는 노이즈
+    (ETF·파생·작전·적자·분식·음수점수) 제거 → '검증통과'만 추림."""
+    hot = []
+    try:
+        async with httpx.AsyncClient() as cli:
+            r = await cli.get("http://kis-api:8585/volume-surge", timeout=15)
+            hot = ((r.json() or {}).get("data") or [])[:top]
+    except Exception as e:
+        logger.warning("hot_validate.fetch_err", error=str(e))
+        return {"error": "키움 핫종목 조회 실패", "detail": str(e)}
+    codes = [h["code"] for h in hot if h.get("code")]
+    if not codes:
+        return {"hot_count": 0, "passed": [], "noise": [], "watch": []}
+    async with pg_pool.acquire() as conn:
+        rows = await conn.fetch("""
+            SELECT h.code, c.corp_name, c.is_active,
+                   sc.total_score, sc.recommendation, sc.beneish_score,
+                   pr.market_cap, fin.operating_profit
+            FROM unnest($1::text[]) AS h(code)
+            LEFT JOIN dart_corps c ON c.stock_code = h.code
+            LEFT JOIN LATERAL (SELECT total_score, recommendation, beneish_score
+                               FROM stock_scores WHERE stock_code=h.code
+                               ORDER BY score_date DESC LIMIT 1) sc ON true
+            LEFT JOIN LATERAL (SELECT market_cap FROM stock_prices WHERE stock_code=h.code
+                               ORDER BY collected_at DESC LIMIT 1) pr ON true
+            LEFT JOIN LATERAL (SELECT operating_profit FROM dart_financials
+                               WHERE stock_code=h.code AND reprt_code='11011'
+                               ORDER BY bsns_year DESC LIMIT 1) fin ON true
+        """, codes)
+    by = {r["code"]: r for r in rows}
+    passed, noise, watch = [], [], []
+    for h in hot:
+        code = h.get("code"); r = by.get(code)
+        it = {"code": code, "name": (r["corp_name"] if r and r["corp_name"] else h.get("name", "")),
+              "change_pct": h.get("change_pct"), "surge_rate": h.get("surge_rate"),
+              "score": round(r["total_score"], 1) if r and r["total_score"] is not None else None,
+              "reco": r["recommendation"] if r else None}
+        if not r or not r["is_active"]:
+            it["verdict"], it["reason"] = "노이즈", "ETF/파생/비상장(가치판단 불가)"; noise.append(it); continue
+        mc, op, sc, bn = r["market_cap"] or 0, r["operating_profit"], r["total_score"], r["beneish_score"]
+        if mc and mc < 10_000_000_000:
+            it["verdict"], it["reason"] = "노이즈", f"초소형 시총{mc//100000000}억(작전위험)"; noise.append(it); continue
+        if op is not None and op <= 0:
+            it["verdict"], it["reason"] = "노이즈", "영업적자"; noise.append(it); continue
+        if bn is not None and bn >= 50:
+            it["verdict"], it["reason"] = "노이즈", f"분식의심(Beneish {bn:.0f})"; noise.append(it); continue
+        if sc is None:
+            it["verdict"], it["reason"] = "관찰", "점수 미산출"; watch.append(it); continue
+        if sc < 0:
+            it["verdict"], it["reason"] = "노이즈", f"투자부적합(점수{sc:.0f})"; noise.append(it); continue
+        if sc >= 40 and r["recommendation"] in ("강력매수", "매수관심"):
+            it["verdict"], it["reason"] = "검증통과", f"가치+모멘텀(점수{sc:.0f}·{r['recommendation']})"; passed.append(it); continue
+        it["verdict"], it["reason"] = "관찰", f"중립(점수{sc:.0f})"; watch.append(it)
+    return {"hot_count": len(hot), "passed_count": len(passed),
+            "noise_count": len(noise), "watch_count": len(watch),
+            "noise_filtered_pct": round(100 * len(noise) / len(hot)) if hot else 0,
+            "passed": passed, "watch": watch, "noise": noise}
+
+@app.get("/hot/validate")
+async def hot_validate_endpoint(top: int = Query(default=30, ge=5, le=50)):
+    return await compute_hot_validate(top)
+
+async def hot_validate_report_job():
+    """평일 09:35 — 검증통과 핫종목만 텔레그램 보고 (dry-run, 1일 1회)."""
+    try:
+        v = await compute_hot_validate(30)
+    except Exception as e:
+        logger.error("hot_validate.err", error=str(e)); return
+    if v.get("error") or not v.get("passed"):
+        return
+    lines = [f"🔥 <b>검증통과 핫종목</b> (키움 핫 {v['hot_count']}개 중 노이즈 {v['noise_filtered_pct']}% 제거)"]
+    for p in v["passed"][:10]:
+        lines.append(f"✅ {p['name']}({p['code']}) {p['change_pct']:+.1f}% — {p['reason']}")
+    await send_telegram("\n".join(lines))
+    logger.info("hot_validate.report.sent", passed=v["passed_count"])
+
 @app.get("/health")
 async def health():
     return {"status": "ok"}