Remove HK dividend-gold runtime profile (#35)

Author: Pigbibi

README.md

@@ -20,8 +20,7 @@ These profiles use platform-provided `market_history` and do not require a separ
 
 | Profile | Name | Input | Benchmark | Current role |
 | --- | --- | --- | --- | --- |
-| `hk_dividend_gold_defensive_rotation` | HK Dividend-Gold Defensive Rotation | `market_history` | `03110` | Preferred HK ETF runtime profile by current risk-adjusted evidence. |
-| `hk_global_etf_tactical_rotation` | HK Global ETF Tactical Rotation | `market_history` | `02800` | Secondary HK ETF runtime profile with broader ETF exposure and heavier product checks. |
+| `hk_global_etf_tactical_rotation` | HK Global ETF Tactical Rotation | `market_history` | `02800` | Retained HK ETF runtime profile with broader ETF exposure and heavier product checks. |
 
 ### Snapshot-backed runtime strategy
 
@@ -62,9 +61,9 @@ These commands are read-only unless you explicitly pass an evidence file to a va
 
 ```bash
 python scripts/print_hk_live_enablement_matrix.py --json
-python scripts/print_hk_runtime_readiness.py --profile hk_dividend_gold_defensive_rotation --platform longbridge --json
+python scripts/print_hk_runtime_readiness.py --profile hk_global_etf_tactical_rotation --platform longbridge --json
 python scripts/print_hk_runtime_readiness.py --profile hk_low_vol_dividend_quality_snapshot --platform longbridge --json
-python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_dividend_gold_defensive_rotation --platform longbridge --json
+python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_global_etf_tactical_rotation --platform longbridge --json
 ```
 
 For local smoke coverage of the ordinary ETF rotation path:
@@ -101,7 +100,6 @@ Supported HK runtime platforms currently include:
 
 - [`docs/platform_integration.md`](docs/platform_integration.md)
 - [`docs/research/hk_strategy_selection_20260603.md`](docs/research/hk_strategy_selection_20260603.md)
-- [`docs/research/hk_dividend_gold_defensive_rotation.md`](docs/research/hk_dividend_gold_defensive_rotation.md)
 - [`docs/research/hk_global_etf_tactical_rotation.md`](docs/research/hk_global_etf_tactical_rotation.md)
 - [`docs/hk_low_vol_dividend_quality_snapshot_live_enablement.md`](docs/hk_low_vol_dividend_quality_snapshot_live_enablement.md)
 

README.zh-CN.md

@@ -20,8 +20,7 @@
 
 | Profile | 名称 | 输入 | 基准 | 当前角色 |
 | --- | --- | --- | --- | --- |
-| `hk_dividend_gold_defensive_rotation` | HK Dividend-Gold Defensive Rotation | `market_history` | `03110` | 当前证据下风险收益比较好的港股 ETF runtime profile。 |
-| `hk_global_etf_tactical_rotation` | HK Global ETF Tactical Rotation | `market_history` | `02800` | 第二港股 ETF runtime profile，覆盖更宽 ETF 范围，产品检查也更重。 |
+| `hk_global_etf_tactical_rotation` | HK Global ETF Tactical Rotation | `market_history` | `02800` | 保留的港股 ETF runtime profile，覆盖更宽 ETF 范围，产品检查也更重。 |
 
 ### Snapshot-backed runtime 策略
 
@@ -62,9 +61,9 @@ python -m pytest -q
 
 ```bash
 python scripts/print_hk_live_enablement_matrix.py --json
-python scripts/print_hk_runtime_readiness.py --profile hk_dividend_gold_defensive_rotation --platform longbridge --json
+python scripts/print_hk_runtime_readiness.py --profile hk_global_etf_tactical_rotation --platform longbridge --json
 python scripts/print_hk_runtime_readiness.py --profile hk_low_vol_dividend_quality_snapshot --platform longbridge --json
-python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_dividend_gold_defensive_rotation --platform longbridge --json
+python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_global_etf_tactical_rotation --platform longbridge --json
 ```
 
 普通 ETF 轮动路径的本地 smoke：
@@ -101,7 +100,6 @@ python scripts/smoke_hk_global_etf_tactical_rotation_dry_run.py --json
 
 - [`docs/platform_integration.md`](docs/platform_integration.md)
 - [`docs/research/hk_strategy_selection_20260603.md`](docs/research/hk_strategy_selection_20260603.md)
-- [`docs/research/hk_dividend_gold_defensive_rotation.md`](docs/research/hk_dividend_gold_defensive_rotation.md)
 - [`docs/research/hk_global_etf_tactical_rotation.md`](docs/research/hk_global_etf_tactical_rotation.md)
 - [`docs/hk_low_vol_dividend_quality_snapshot_live_enablement.zh-CN.md`](docs/hk_low_vol_dividend_quality_snapshot_live_enablement.zh-CN.md)
 

docs/platform_integration.md

@@ -9,8 +9,7 @@ Runtime catalog profiles declare structural support for:
 
 | Profile | Input | Runtime status | Notes |
 | --- | --- | --- | --- |
-| `hk_dividend_gold_defensive_rotation` | `market_history` | `runtime_enabled` | Preferred lower-drawdown non-snapshot candidate; 02840/03110 only. |
-| `hk_global_etf_tactical_rotation` | `market_history` | `runtime_enabled` | Secondary ETF-rotation candidate; broader ETF product checks required. |
+| `hk_global_etf_tactical_rotation` | `market_history` | `runtime_enabled` | Retained ETF-rotation candidate; broader ETF product checks required. |
 | `hk_low_vol_dividend_quality_snapshot` | `feature_snapshot` + manifest | `runtime_enabled` | First retained snapshot-backed profile; artifact generation stays in `HkEquitySnapshotPipelines`. |
 
 Platforms should expose only `get_runtime_enabled_profiles()` as selectable runtime targets.
@@ -21,7 +20,7 @@ Use the strategy-package matrix as the machine-readable source for platform UI/s
 
 ```bash
 python scripts/print_hk_live_enablement_matrix.py --json
-python scripts/print_hk_live_enablement_matrix.py --profile hk_dividend_gold_defensive_rotation --json
+python scripts/print_hk_live_enablement_matrix.py --profile hk_global_etf_tactical_rotation --json
 python scripts/print_hk_live_enablement_matrix.py --profile hk_low_vol_dividend_quality_snapshot --json
 ```
 
@@ -73,7 +72,6 @@ LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH=<published-manifest-path>
 
 Do not set `STRATEGY_PROFILE` to rejected research or removed snapshot scaffold profiles in Cloud Run. Current allowed strategy-package profiles are:
 
-- `hk_dividend_gold_defensive_rotation`
 - `hk_global_etf_tactical_rotation`
 - `hk_low_vol_dividend_quality_snapshot`
 
@@ -84,7 +82,7 @@ Dry-run versus live execution remains a platform runtime setting. Strategy-packa
 Before removing dry-run, every profile must pass the packaged evidence validator and platform checks:
 
 ```bash
-python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_dividend_gold_defensive_rotation --platform longbridge --json
+python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_global_etf_tactical_rotation --platform longbridge --json
 python scripts/validate_hk_runtime_live_enablement.py --print-template --profile hk_low_vol_dividend_quality_snapshot --platform longbridge --json
 ```
 
@@ -101,6 +99,5 @@ Required evidence includes:
 
 ## Profile notes
 
-- `hk_dividend_gold_defensive_rotation`: uses direct `market_history` for `02840` and `03110`; no snapshot artifact required.
 - `hk_global_etf_tactical_rotation`: uses direct `market_history` for the HK-listed ETF universe; every ETF sleeve needs issuer/product/NAV/iNAV/spread/permission review before dry-run removal.
 - `hk_low_vol_dividend_quality_snapshot`: requires a published factor snapshot and manifest from `HkEquitySnapshotPipelines`; real orders require artifact validation plus runtime evidence.

docs/research/hk_dividend_gold_defensive_rotation.md

@@ -191,5 +191,4 @@ prove product-level evidence for each sleeve:
   margin, curve / contango / backwardation risk, non-correlation with spot oil,
   and explicit operator suitability review. If any of these fail, remove the
   ETF via universe override and rerun the backtest/readiness pack.
-- `02840` and `03110`: reuse the high-dividend/gold product checks from
-  `hk_dividend_gold_defensive_rotation`.
+- `02840` and `03110`: require current gold ETF and high-dividend ETF product checks, including issuer documents, NAV/iNAV, tracking quality, distribution treatment, spread/depth, lot size, market-maker/liquidity evidence, ETF Connect / Southbound route status, broker permissions, and product-document freshness.

docs/research/hk_global_etf_tactical_rotation.md

@@ -10,16 +10,15 @@ Use [`hk_strategy_selection_20260603.md`](./hk_strategy_selection_20260603.md) a
 
 Retained profiles:
 
-1. `hk_dividend_gold_defensive_rotation` - preferred non-snapshot runtime candidate because it has the best current return-to-drawdown profile.
-2. `hk_global_etf_tactical_rotation` - secondary non-snapshot runtime candidate with higher annualized return but more ETF product-complexity risk.
-3. `hk_low_vol_dividend_quality_snapshot` - only retained snapshot-backed candidate; still requires production point-in-time evidence before real orders.
+1. `hk_global_etf_tactical_rotation` - retained non-snapshot runtime candidate with broader ETF exposure and product-complexity risk.
+2. `hk_low_vol_dividend_quality_snapshot` - only retained snapshot-backed candidate; still requires production point-in-time evidence before real orders.
 
 ## Ideas not kept in the package surface
 
 The following ideas should not appear as runtime catalog entries, snapshot contracts, sample builders, or platform-selectable profiles unless a future research PR adds fresh point-in-time data and passes the current gates:
 
 - HSI/HSTECH mean reversion and leveraged mean-reversion variants;
-- broad ETF regime-rotation baseline superseded by the two retained ETF strategies;
+- broad ETF regime-rotation baseline superseded by the retained ETF strategy;
 - shareholder-yield, free-cash-flow, residual/liquid momentum, composite QVM, factor-mix, AH-premium, Southbound-flow, event/rebalance and central-SOE snapshot scaffolds;
 - raw overlay ideas involving short selling, derivatives, margin financing, governance events, connected transactions, suspensions, ESG, analyst dispersion, liquidity premia or macro timing.