1

backend/app/analysis/capital_flow.py

@@ -11,6 +11,7 @@ from app.data.tushare_client import tushare_client
 from app.data import tencent_client
 from app.data.models import SectorInfo, CapitalFlow
 from app.config import settings
+from app.analysis.sector_alignment import build_hot_theme_membership
 
 logger = logging.getLogger(__name__)
 
@@ -142,18 +143,12 @@ async def filter_stocks_by_capital(
         trade_date = tushare_client.get_latest_trade_date()
 
     # 收集所有热门板块的成分股（去重）
-    stock_sectors: dict[str, list[str]] = {}  # con_code -> [板块名]
-    for sector in hot_sectors:
-        members = tushare_client.get_ths_members(sector.sector_code)
-        if members.empty or "con_code" not in members.columns:
+    stock_sectors: dict[str, list[str]] = {}
+    sector_member_codes, sector_code_map, _, _, _ = build_hot_theme_membership(hot_sectors)
+    for code in sector_member_codes:
+        if not code or "." not in str(code):
             continue
-        for _, m in members.iterrows():
-            code = m.get("con_code", "")
-            if not code or "." not in str(code):
-                continue
-            if code not in stock_sectors:
-                stock_sectors[code] = []
-            stock_sectors[code].append(sector.sector_name)
+        stock_sectors.setdefault(code, []).append(sector_code_map.get(code, ""))
 
     if not stock_sectors:
         logger.warning("热门板块成分股为空")

backend/app/analysis/intraday.py

@@ -27,6 +27,7 @@ from app.data.eastmoney_client import (
     get_a_share_realtime_ranking,
 )
 from app.analysis.sector_scanner import scan_hot_sectors
+from app.analysis.sector_alignment import build_hot_theme_membership
 from app.analysis.technical import add_all_indicators
 from app.analysis.signals import generate_signals
 from app.analysis.capital_flow import _score_valuation
@@ -50,7 +51,7 @@ async def intraday_market_temperature(prev_temp: MarketTemperature) -> MarketTem
     limit_down_count = prev_temp.limit_down_count
 
     eastmoney_quotes = await get_a_share_realtime_ranking(page_size=6000)
-    if eastmoney_quotes:
+    if eastmoney_quotes and len(eastmoney_quotes) >= 3000:
         up_count = sum(1 for q in eastmoney_quotes if q.get("pct_chg", 0) > 0)
         down_count = sum(1 for q in eastmoney_quotes if q.get("pct_chg", 0) < 0)
         limit_up_count = sum(1 for q in eastmoney_quotes if q.get("pct_chg", 0) >= _limit_threshold(q.get("ts_code", "")))
@@ -64,7 +65,7 @@ async def intraday_market_temperature(prev_temp: MarketTemperature) -> MarketTem
             len(eastmoney_quotes),
         )
     else:
-        logger.warning("东方财富全市场实时行情为空，尝试腾讯批量行情补充涨跌家数")
+        logger.warning("东方财富全市场实时行情不足以代表全市场（%s只），尝试腾讯批量行情补充涨跌家数", len(eastmoney_quotes))
 
     try:
         if not eastmoney_quotes:
@@ -179,17 +180,11 @@ async def intraday_filter_stocks(
     """
     # 收集热门板块成分股
     stock_sectors: dict[str, list[str]] = {}
-    for sector in hot_sectors:
-        members = tushare_client.get_ths_members(sector.sector_code)
-        if members.empty or "con_code" not in members.columns:
+    sector_member_codes, sector_code_map, _, _, _ = build_hot_theme_membership(hot_sectors)
+    for code in sector_member_codes:
+        if not code or "." not in str(code):
             continue
-        for _, m in members.iterrows():
-            code = m.get("con_code", "")
-            if not code or "." not in str(code):
-                continue
-            if code not in stock_sectors:
-                stock_sectors[code] = []
-            stock_sectors[code].append(sector.sector_name)
+        stock_sectors.setdefault(code, []).append(sector_code_map.get(code, ""))
 
     if not stock_sectors:
         logger.warning("盘中筛选: 热门板块成分股为空")

backend/app/analysis/market_temp.py

@@ -8,6 +8,8 @@ import logging
 import pandas as pd
 import numpy as np
 
+from app.data import tencent_client
+from app.data.market_breadth_client import get_market_breadth
 from app.data.tushare_client import tushare_client
 from app.data.models import MarketTemperature
 
@@ -178,3 +180,34 @@ def calculate_market_temperature(trade_date: str = None) -> MarketTemperature:
     )
     logger.info(f"市场温度 {trade_date}: {temperature:.1f} (涨{up_count}/跌{down_count}, 涨停{limit_up_count}, 连板{max_streak})")
     return result
+
+
+async def build_realtime_market_temperature(
+    baseline: MarketTemperature | None = None,
+) -> tuple[MarketTemperature, bool]:
+    """基于统一市场广度客户端构建实时市场温度。"""
+    baseline = baseline or calculate_market_temperature()
+    breadth = await get_market_breadth()
+    if not breadth.reliable:
+        return baseline, False
+
+    index_data = await tencent_client.get_index_realtime()
+    sh_index = index_data.get("000001.SH")
+    pct = sh_index.get("pct_chg", 0) if sh_index else 0
+
+    ratio = breadth.up_count / max(breadth.down_count, 1)
+    # 实时口径里，把涨停/跌停降级为可选增强项。
+    # 主判断只依赖上涨/下跌家数与指数方向，避免涨停池接口不稳影响系统决策。
+    temp_from_ratio = min(ratio / 3.0 * 40, 40)
+    temp_from_limit_up = min(breadth.limit_up_count / 3, 10) if breadth.limit_counts_reliable else 0
+    temp_from_index = min(max(pct * 10 + 15, 0), 30)
+
+    baseline.trade_date = breadth.trade_date
+    baseline.up_count = breadth.up_count
+    baseline.down_count = breadth.down_count
+    if breadth.limit_counts_reliable:
+        baseline.limit_up_count = breadth.limit_up_count
+        baseline.limit_down_count = breadth.limit_down_count
+    baseline.temperature = round(min(max(temp_from_ratio + temp_from_limit_up + temp_from_index + 20, 0), 100), 1)
+    baseline.index_above_ma20 = pct > 0 if sh_index else baseline.index_above_ma20
+    return baseline, True

backend/app/analysis/sector_alignment.py

@@ -0,0 +1,208 @@
+"""市场主题与个股/成分映射辅助。
+
+解决两个问题：
+1. 实时板块榜（东方财富行业/概念）与 Tushare 板块代码体系不一致。
+2. 个股行业名、概念指数名与系统内部 MarketTheme 存在口径差异。
+"""
+
+from __future__ import annotations
+
+import logging
+
+from app.data.models import SectorInfo
+from app.data.tushare_client import tushare_client
+from app.analysis.theme_mapper import resolve_theme
+
+logger = logging.getLogger(__name__)
+
+
+def normalize_sector_name(name: str) -> str:
+    return (
+        (name or "")
+        .replace("申万", "")
+        .replace("同花顺", "")
+        .replace("行业", "")
+        .replace("板块", "")
+        .replace("概念", "")
+        .strip()
+    )
+
+
+def normalize_ts_code(code: str) -> str:
+    raw = str(code or "").strip()
+    if not raw:
+        return ""
+    if "." in raw:
+        return raw
+    if len(raw) >= 6 and raw[:6].isdigit():
+        symbol = raw[:6]
+        return f"{symbol}.SH" if symbol.startswith("6") else f"{symbol}.SZ"
+    return raw
+
+
+def sector_name_matches(left: str, right: str) -> bool:
+    a = normalize_sector_name(left)
+    b = normalize_sector_name(right)
+    if not a or not b:
+        return False
+    if a == b:
+        return True
+    short, long = (a, b) if len(a) <= len(b) else (b, a)
+    return short in long
+
+
+def sector_name_strict_match(left: str, right: str) -> bool:
+    a = normalize_sector_name(left)
+    b = normalize_sector_name(right)
+    if not a or not b:
+        return False
+    return a == b
+
+
+def _theme_match_names(theme: SectorInfo) -> list[str]:
+    return [
+        theme.sector_name,
+        theme.theme_name,
+        *(theme.theme_aliases or []),
+    ]
+
+
+def find_hot_theme_match(name: str, hot_themes: list[SectorInfo]) -> SectorInfo | None:
+    """把任意行业/概念/主题名称匹配到今日系统主题。"""
+    if not name:
+        return None
+
+    resolved_id, resolved_name, resolved_aliases = resolve_theme(name)
+    for theme in hot_themes:
+        if resolved_id and theme.theme_id and resolved_id == theme.theme_id:
+            return theme
+        names = _theme_match_names(theme)
+        if any(sector_name_strict_match(name, candidate) for candidate in names):
+            return theme
+        if any(sector_name_strict_match(resolved_name, candidate) for candidate in names):
+            return theme
+        if any(
+            sector_name_strict_match(alias, candidate)
+            for alias in resolved_aliases
+            for candidate in names
+        ):
+            return theme
+    return None
+
+
+def build_hot_theme_membership(
+    hot_themes: list[SectorInfo],
+) -> tuple[set[str], dict[str, str], dict[str, str], dict[str, int], set[str]]:
+    """为今日主线主题构造成分股映射。
+
+    返回：
+    - sector_member_codes: 所有成分股代码
+    - sector_code_map: ts_code -> 主题名
+    - sector_stage_map: 主题名 -> 阶段
+    - sector_rank_map: 主题名 -> 排名
+    - leader_codes: 领涨股代码
+    """
+    sector_member_codes: set[str] = set()
+    sector_code_map: dict[str, str] = {}
+    sector_stage_map: dict[str, str] = {}
+    sector_rank_map: dict[str, int] = {}
+    leader_codes: set[str] = set()
+
+    stock_basic = tushare_client.get_stock_basic()
+    industry_buckets: dict[str, list[str]] = {}
+    if not stock_basic.empty and "industry" in stock_basic.columns:
+        for _, row in stock_basic.iterrows():
+            code = str(row.get("ts_code") or "")
+            industry = str(row.get("industry") or "")
+            if not code or not industry:
+                continue
+            industry_buckets.setdefault(industry, []).append(code)
+
+    concept_index = tushare_client.get_ths_index_list("N")
+    industry_index = tushare_client.get_ths_index_list("I")
+
+    concept_map = {
+        str(row.get("name") or ""): str(row.get("ts_code") or "")
+        for _, row in concept_index.iterrows()
+        if row.get("name") and row.get("ts_code")
+    } if not concept_index.empty else {}
+    industry_index_map = {
+        str(row.get("name") or ""): str(row.get("ts_code") or "")
+        for _, row in industry_index.iterrows()
+        if row.get("name") and row.get("ts_code")
+    } if not industry_index.empty else {}
+
+    concept_theme_ids = {
+        "ai_compute",
+        "robotics",
+        "battery_lithium",
+        "media_games",
+    }
+
+    for idx, theme in enumerate(hot_themes):
+        theme_name = theme.theme_name or theme.sector_name
+        theme_aliases = _theme_match_names(theme)
+        sector_rank_map[theme_name] = idx + 1
+        sector_stage_map[theme_name] = theme.stage
+
+        for leader in (theme.leading_stocks_realtime or theme.leading_stocks or []):
+            leader_code = normalize_ts_code(str(leader.get("ts_code", "")).strip())
+            if leader_code:
+                leader_codes.add(leader_code)
+                sector_member_codes.add(leader_code)
+                sector_code_map.setdefault(leader_code, theme_name)
+
+        resolved_codes: set[str] = set()
+        strict_industry_codes: set[str] = set()
+        strict_concept_codes: set[str] = set()
+        industry_codes: set[str] = set()
+        concept_codes: set[str] = set()
+
+        for industry_name, codes in industry_buckets.items():
+            if any(sector_name_strict_match(alias, industry_name) for alias in theme_aliases):
+                strict_industry_codes.update(codes)
+                industry_codes.update(codes)
+            elif any(sector_name_matches(alias, industry_name) for alias in theme_aliases):
+                resolved_codes.update(codes)
+                industry_codes.update(codes)
+
+        for index_name, index_code in industry_index_map.items():
+            if not any(sector_name_matches(alias, index_name) for alias in theme_aliases):
+                continue
+            members_df = tushare_client.get_ths_members(index_code)
+            if not members_df.empty and "con_code" in members_df.columns:
+                codes = {str(code) for code in members_df["con_code"].tolist() if code}
+                industry_codes.update(codes)
+                if any(sector_name_strict_match(alias, index_name) for alias in theme_aliases):
+                    strict_industry_codes.update(codes)
+                else:
+                    resolved_codes.update(codes)
+
+        for index_name, index_code in concept_map.items():
+            if not any(sector_name_matches(alias, index_name) for alias in theme_aliases):
+                continue
+            members_df = tushare_client.get_ths_members(index_code)
+            if not members_df.empty and "con_code" in members_df.columns:
+                codes = {str(code) for code in members_df["con_code"].tolist() if code}
+                concept_codes.update(codes)
+                if any(sector_name_strict_match(alias, index_name) for alias in theme_aliases):
+                    strict_concept_codes.update(codes)
+                else:
+                    resolved_codes.update(codes)
+
+        if industry_codes:
+            final_codes = strict_industry_codes or industry_codes
+        elif theme.theme_id in concept_theme_ids:
+            final_codes = strict_concept_codes or concept_codes or resolved_codes
+        else:
+            final_codes = strict_industry_codes or strict_concept_codes or resolved_codes
+
+        if not final_codes:
+            logger.debug("主线主题未解析到成分股: %s aliases=%s", theme_name, theme_aliases)
+            continue
+
+        sector_member_codes.update(final_codes)
+        for code in final_codes:
+            sector_code_map.setdefault(code, theme_name)
+
+    return sector_member_codes, sector_code_map, sector_stage_map, sector_rank_map, leader_codes

backend/app/analysis/sector_realtime.py

@@ -10,6 +10,7 @@ from app.config import should_prefer_realtime_today, today_trade_date
 from app.data.eastmoney_client import get_sector_realtime_ranking
 from app.data.models import SectorInfo
 from app.data.tushare_client import tushare_client
+from app.analysis.theme_mapper import merge_sectors_to_themes
 
 logger = logging.getLogger(__name__)
 
@@ -34,6 +35,8 @@ def _apply_empty_overlay(sector: SectorInfo) -> SectorInfo:
     sector.leading_stocks_realtime = []
     sector.is_realtime = False
     sector.data_mode = "daily_snapshot"
+    sector.source = sector.source or "snapshot"
+    sector.board_type = sector.board_type or "snapshot"
     return sector
 
 
@@ -42,6 +45,7 @@ def _sector_from_eastmoney(item: dict) -> SectorInfo:
     sector = SectorInfo(
         sector_code=item.get("sector_code", ""),
         sector_name=item.get("sector_name", ""),
+        board_type=item.get("board_type", "industry"),
         trade_date=today_trade_date(),
         pct_change=float(item.get("pct_change", 0) or 0),
         capital_inflow=0,
@@ -58,6 +62,7 @@ def _sector_from_eastmoney(item: dict) -> SectorInfo:
         realtime_down_count=int(item.get("down_count", 0) or 0),
         is_realtime=True,
         data_mode="realtime_today",
+        source=item.get("source", "eastmoney"),
     )
     if item.get("leading_stock_name"):
         sector.leading_stocks_realtime = [{
@@ -71,16 +76,28 @@ def _sector_from_eastmoney(item: dict) -> SectorInfo:
 
 
 async def get_today_realtime_sector_board(limit: int = 20) -> list[SectorInfo]:
-    """用东方财富今日板块榜生成展示列表，作为 Tushare/定时扫描滞后的兜底。"""
-    try:
-        em_sectors = await get_sector_realtime_ranking(page_size=max(limit, 20))
-    except Exception:
-        logger.warning("东方财富今日板块榜获取失败")
-        return []
+    """用实时行业榜 + 概念榜生成展示列表，作为 Tushare/定时扫描滞后的兜底。"""
+    industry_sectors = await get_sector_realtime_ranking(fs="m:90+t:2", page_size=max(limit, 20), notify=False)
+    concept_sectors = await get_sector_realtime_ranking(fs="m:90+t:3", page_size=max(limit, 20), notify=False)
+    em_sectors = industry_sectors + concept_sectors
+    if not em_sectors:
+        try:
+            from app.data.sina_client import get_sector_realtime_ranking_by_industry
+            em_sectors = await get_sector_realtime_ranking_by_industry(limit=max(limit, 20))
+        except Exception as e:
+            logger.warning("新浪行业实时榜兜底失败: %s", e)
+            em_sectors = []
 
-    sectors = [_sector_from_eastmoney(item) for item in em_sectors[:limit]]
-    sectors.sort(key=lambda s: s.realtime_pct_change if s.realtime_pct_change is not None else s.pct_change, reverse=True)
-    return sectors
+    deduped = {}
+    for item in em_sectors:
+        key = f"{item.get('board_type', 'industry')}::{item.get('sector_name', '')}"
+        existing = deduped.get(key)
+        if existing is None or float(item.get("pct_change", 0) or 0) > float(existing.get("pct_change", 0) or 0):
+            deduped[key] = item
+
+    sectors = [_sector_from_eastmoney(item) for item in deduped.values()]
+    sectors = merge_sectors_to_themes(sectors, limit=limit)
+    return sectors[:limit]
 
 
 async def enrich_sectors_with_realtime(sectors: list[SectorInfo]) -> list[SectorInfo]:
@@ -90,16 +107,16 @@ async def enrich_sectors_with_realtime(sectors: list[SectorInfo]) -> list[Sector
 
     latest_trade_date = sectors[0].trade_date or tushare_client.get_latest_trade_date()
     if not should_prefer_realtime_today(latest_trade_date):
-        return [_apply_empty_overlay(sector) for sector in sectors]
+        return merge_sectors_to_themes([_apply_empty_overlay(sector) for sector in sectors], limit=len(sectors))
 
     try:
         em_sectors = await get_sector_realtime_ranking()
     except Exception:
         logger.warning("东方财富板块实时数据获取失败，回退到日级快照")
-        return [_apply_empty_overlay(sector) for sector in sectors]
+        return merge_sectors_to_themes([_apply_empty_overlay(sector) for sector in sectors], limit=len(sectors))
 
     if not em_sectors:
-        return [_apply_empty_overlay(sector) for sector in sectors]
+        return merge_sectors_to_themes([_apply_empty_overlay(sector) for sector in sectors], limit=len(sectors))
 
     em_name_map = {item["sector_name"]: item for item in em_sectors}
     matched = 0
@@ -133,7 +150,8 @@ async def enrich_sectors_with_realtime(sectors: list[SectorInfo]) -> list[Sector
             }]
         sector.is_realtime = True
         sector.data_mode = "realtime_overlay"
+        sector.source = em_data.get("source", "eastmoney")
 
     logger.info("板块实时覆盖: %s/%s 匹配成功", matched, len(sectors))
     sectors.sort(key=lambda s: (s.realtime_pct_change if s.realtime_pct_change is not None else s.pct_change), reverse=True)
-    return sectors
+    return merge_sectors_to_themes(sectors, limit=len(sectors))

backend/app/analysis/theme_mapper.py

@@ -0,0 +1,186 @@
+"""市场主线主题归一层。
+
+不同数据源的板块体系不一致：
+- 东方财富行业/概念
+- Tushare/同花顺行业/概念
+- 股票基础行业
+
+这里先用可维护的 alias 规则把它们归一成系统自己的 MarketTheme。
+后续可以把 alias 挪到数据库或配置，并让 LLM 根据复盘结果辅助维护。
+"""
+
+from __future__ import annotations
+
+import re
+
+from app.data.models import SectorInfo
+
+
+THEME_ALIASES: dict[str, list[str]] = {
+    "power_energy": ["公用事业", "电力", "绿色电力", "风力发电", "水电", "火电", "核电", "电力行业"],
+    "baijiu_consumer": ["白酒", "白酒Ⅱ", "酿酒", "酿酒概念", "食品饮料", "啤酒", "乳业"],
+    "ship_military": ["航海装备", "航海装备Ⅱ", "船舶", "船舶制造", "国防军工", "军工"],
+    "coal_energy": ["煤炭", "煤炭行业", "煤炭概念", "煤炭开采加工", "焦炭", "煤化工"],
+    "ai_compute": ["人工智能", "算力", "服务器", "数据中心", "CPO", "液冷", "东数西算"],
+    "semiconductor": ["半导体", "芯片", "集成电路", "先进封装", "存储芯片", "光刻机"],
+    "robotics": ["机器人", "人形机器人", "减速器", "工业母机", "自动化设备", "专用机械"],
+    "auto_chain": ["汽车", "汽车零部件", "汽车配件", "新能源车", "智能驾驶", "无人驾驶"],
+    "battery_lithium": ["锂电池", "固态电池", "钠离子电池"],
+    "nonferrous_metals": ["有色金属", "小金属", "贵金属", "黄金"],
+    "media_games": ["传媒", "影视", "影视音像", "游戏", "短剧", "文化传媒"],
+    "tourism_services": ["旅游", "酒店", "景点", "餐饮", "免税"],
+    "chemical_materials": ["化工", "化学制品", "化工原料", "氟化工", "磷化工"],
+    "medicine_health": ["医药", "医疗", "创新药", "中药", "医疗器械", "生物制品"],
+}
+
+THEME_NAMES: dict[str, str] = {
+    "power_energy": "电力能源",
+    "baijiu_consumer": "白酒消费",
+    "ship_military": "船舶军工",
+    "coal_energy": "煤炭能源",
+    "ai_compute": "AI算力",
+    "semiconductor": "半导体",
+    "robotics": "机器人装备",
+    "auto_chain": "汽车产业链",
+    "battery_lithium": "锂电池",
+    "nonferrous_metals": "有色金属",
+    "media_games": "传媒游戏",
+    "tourism_services": "旅游服务",
+    "chemical_materials": "化工材料",
+    "medicine_health": "医药健康",
+}
+
+EXCLUDED_THEME_KEYWORDS = (
+    "昨日",
+    "连板",
+    "首板",
+    "炸板",
+    "涨停",
+    "跌停",
+    "情绪",
+    "微盘",
+    "昨日触板",
+    "昨日涨停",
+    "昨日首板",
+)
+
+
+def _unique_ordered(items: list[str]) -> list[str]:
+    seen: set[str] = set()
+    result: list[str] = []
+    for item in items:
+        value = str(item or "").strip()
+        if not value or value in seen:
+            continue
+        seen.add(value)
+        result.append(value)
+    return result
+
+
+def _clean_name(name: str) -> str:
+    cleaned = (name or "")
+    cleaned = cleaned.replace("行业", "").replace("板块", "").replace("概念", "")
+    cleaned = cleaned.replace("Ⅰ", "").replace("Ⅱ", "").replace("Ⅲ", "").replace("IV", "")
+    return re.sub(r"[\s_\-]+", "", cleaned)
+
+
+def resolve_theme(name: str) -> tuple[str, str, list[str]]:
+    clean = _clean_name(name)
+    for theme_id, aliases in THEME_ALIASES.items():
+        for alias in aliases:
+            alias_clean = _clean_name(alias)
+            if clean == alias_clean:
+                return theme_id, THEME_NAMES[theme_id], aliases
+    fallback_id = f"raw_{clean}" if clean else "unknown"
+    return fallback_id, name or "未归一主题", [name] if name else []
+
+
+def apply_theme(sector: SectorInfo) -> SectorInfo:
+    theme_id, theme_name, aliases = resolve_theme(sector.sector_name)
+    sector.theme_id = theme_id
+    sector.theme_name = theme_name
+    sector.theme_aliases = [sector.sector_name] if sector.sector_name else []
+    return sector
+
+
+def is_excluded_theme_name(name: str) -> bool:
+    value = str(name or "").strip()
+    return any(keyword in value for keyword in EXCLUDED_THEME_KEYWORDS)
+
+
+def is_valid_theme(sector: SectorInfo) -> bool:
+    if not sector.theme_id:
+        return False
+    if sector.theme_id.startswith("raw_"):
+        return False
+    return not is_excluded_theme_name(sector.sector_name)
+
+
+def merge_sectors_to_themes(sectors: list[SectorInfo], limit: int = 20) -> list[SectorInfo]:
+    """把行业/概念板块合并成主题级列表。
+
+    返回仍使用 SectorInfo，便于兼容现有推荐链路；但 sector_name 会变成主题名，
+    theme_aliases 里保留原始 alias 关系，leading_stocks 合并去重。
+    """
+    grouped: dict[str, SectorInfo] = {}
+
+    for raw in sectors:
+        if is_excluded_theme_name(raw.sector_name):
+            continue
+        sector = apply_theme(raw)
+        if not is_valid_theme(sector):
+            continue
+        key = sector.theme_id or sector.sector_name
+        pct = float(sector.realtime_pct_change if sector.realtime_pct_change is not None else sector.pct_change)
+        existing = grouped.get(key)
+
+        if existing is None:
+            sector.sector_name = sector.theme_name or sector.sector_name
+            sector.board_type = "theme"
+            sector.sector_code = sector.theme_id or sector.sector_code
+            sector.theme_aliases = _unique_ordered([raw.sector_name])
+            grouped[key] = sector
+            continue
+
+        existing_pct = float(existing.realtime_pct_change if existing.realtime_pct_change is not None else existing.pct_change)
+        existing.realtime_pct_change = max(existing_pct, pct) if existing.realtime_pct_change is not None or sector.realtime_pct_change is not None else None
+        existing.pct_change = max(existing.pct_change, sector.pct_change)
+        existing.heat_score = max(existing.heat_score, sector.heat_score)
+        existing.capital_inflow += sector.capital_inflow
+        existing.limit_up_count += sector.limit_up_count
+        existing.member_count += sector.member_count
+        existing.days_continuous = max(existing.days_continuous, sector.days_continuous)
+        existing.turnover_avg = max(existing.turnover_avg, sector.turnover_avg)
+        existing.main_force_ratio = max(existing.main_force_ratio, sector.main_force_ratio)
+        existing.realtime_amount = (existing.realtime_amount or 0) + (sector.realtime_amount or 0)
+        existing.realtime_up_count = (existing.realtime_up_count or 0) + (sector.realtime_up_count or 0)
+        existing.realtime_down_count = (existing.realtime_down_count or 0) + (sector.realtime_down_count or 0)
+        existing.theme_aliases = _unique_ordered([*(existing.theme_aliases or []), raw.sector_name])
+        existing.is_realtime = existing.is_realtime or sector.is_realtime
+        if existing.data_mode == "daily_snapshot" and sector.data_mode != "daily_snapshot":
+            existing.data_mode = sector.data_mode
+        if existing.source != sector.source:
+            existing.source = "mixed"
+
+        leaders = {}
+        for item in (existing.leading_stocks_realtime or existing.leading_stocks or []):
+            if item.get("ts_code"):
+                leaders[item["ts_code"]] = item
+        for item in (sector.leading_stocks_realtime or sector.leading_stocks or []):
+            if item.get("ts_code"):
+                leaders[item["ts_code"]] = item
+        merged_leaders = sorted(leaders.values(), key=lambda item: float(item.get("pct_chg", 0) or 0), reverse=True)[:5]
+        existing.leading_stocks_realtime = merged_leaders
+        existing.leading_stocks = merged_leaders
+        if existing.stage == "end" or (existing.stage == "late" and sector.stage in ("early", "mid")):
+            existing.stage = sector.stage
+
+    result = list(grouped.values())
+    result.sort(
+        key=lambda item: (
+            float(item.realtime_pct_change if item.realtime_pct_change is not None else item.pct_change),
+            float(item.realtime_amount or 0),
+        ),
+        reverse=True,
+    )
+    return result[:limit]

backend/app/api/market.py

@@ -6,6 +6,8 @@ from fastapi import APIRouter, Depends
 
 from app.data.tushare_client import tushare_client
 from app.data import tencent_client
+from app.data.market_breadth_client import get_market_breadth
+from app.analysis.market_temp import build_realtime_market_temperature, calculate_market_temperature
 from app.engine.recommender import get_latest_recommendations
 from app.config import is_trading_hours, is_market_session, should_prefer_realtime_today, today_trade_date
 from app.core.deps import get_current_admin
@@ -15,9 +17,17 @@ router = APIRouter(prefix="/api/market", tags=["market"])
 
 @router.get("/temperature")
 async def get_temperature():
-    """获取市场温度（只读缓存，不触发扫描）"""
+    """获取市场温度。
+
+    交易日 09:15 后优先做轻量实时计算，不触发完整扫描或 LLM。
+    """
     result = await get_latest_recommendations()
     mt = result.get("market_temp")
+    realtime_used = False
+    if should_prefer_realtime_today(mt.trade_date if mt else None):
+        baseline = mt or calculate_market_temperature()
+        mt, realtime_used = await build_realtime_market_temperature(baseline)
+    breadth = await get_market_breadth() if realtime_used else None
     if mt:
         return {
             "trade_date": mt.trade_date,
@@ -30,6 +40,8 @@ async def get_temperature():
             "broken_rate": mt.broken_rate,
             "index_above_ma20": getattr(mt, "index_above_ma20", False),
             "is_trading": is_trading_hours(),
+            "data_mode": "realtime_today" if realtime_used else "daily_snapshot",
+            "limit_counts_reliable": breadth.limit_counts_reliable if breadth else False,
         }
     return {
         "trade_date": "",

backend/app/api/recommendations.py

@@ -9,6 +9,7 @@ from fastapi import APIRouter, Depends
 from app.engine.recommender import (
     refresh_recommendations,
     get_latest_recommendations,
+    get_latest_market_anomalies,
     get_recommendation_history,
     get_performance_stats,
 )
@@ -25,10 +26,16 @@ router = APIRouter(prefix="/api/recommendations", tags=["recommendations"])
 async def get_latest():
     """获取最新推荐列表"""
     result = await get_latest_recommendations()
+    anomalies = await get_latest_market_anomalies()
 
     mt = result.get("market_temp")
+    try:
+        from app.api.market import get_temperature
+        realtime_temp = await get_temperature()
+    except Exception:
+        realtime_temp = None
     return {
-        "market_temperature": {
+        "market_temperature": realtime_temp or ({
             "trade_date": mt.trade_date if mt else "",
             "temperature": mt.temperature if mt else 0,
             "up_count": mt.up_count if mt else 0,
@@ -38,7 +45,7 @@ async def get_latest():
             "max_streak": mt.max_streak if mt else 0,
             "broken_rate": mt.broken_rate if mt else 0,
             "index_above_ma20": mt.index_above_ma20 if mt else False,
-        } if mt else None,
+        } if mt else None),
         "recommendations": [
             {
                 "ts_code": r.ts_code,
@@ -81,6 +88,7 @@ async def get_latest():
             }
             for r in result.get("recommendations", [])
         ],
+        "market_anomalies": anomalies,
         "scan_mode": result.get("scan_mode", "unknown"),
         "strategy_profile": result.get("strategy_profile"),
     }

backend/app/api/sectors.py

@@ -13,7 +13,7 @@ router = APIRouter(prefix="/api/sectors", tags=["sectors"])
 
 @router.get("/hot")
 async def get_hot_sectors(limit: int = 10):
-    """获取热门板块排名（盘中自动补充实时数据）"""
+    """获取今日主线主题排名（盘中自动补充实时数据并统一归一）"""
     sectors = await get_latest_sectors()
     snapshot_trade_date = sectors[0].trade_date if sectors else ""
     if should_prefer_realtime_today(snapshot_trade_date) or snapshot_trade_date != today_trade_date():
@@ -30,6 +30,10 @@ async def get_hot_sectors(limit: int = 10):
         {
             "sector_code": s.sector_code,
             "sector_name": s.sector_name,
+            "board_type": s.board_type,
+            "theme_id": s.theme_id,
+            "theme_name": s.theme_name,
+            "theme_aliases": s.theme_aliases,
             "pct_change": s.pct_change,
             "capital_inflow": s.capital_inflow,
             "limit_up_count": s.limit_up_count,
@@ -52,6 +56,7 @@ async def get_hot_sectors(limit: int = 10):
             "leading_stocks_realtime": s.leading_stocks_realtime,
             "is_realtime": s.is_realtime,
             "data_mode": s.data_mode,
+            "source": s.source,
         }
         for s in sectors[:limit]
     ]

backend/app/data/eastmoney_client.py

@@ -43,6 +43,7 @@ async def get_sector_realtime_ranking(
     sort_by: str = "f3",
     descending: bool = True,
     page_size: int = 100,
+    notify: bool = True,
 ) -> list[dict]:
     """获取东方财富板块实时涨跌幅排名
 
@@ -79,7 +80,9 @@ async def get_sector_realtime_ranking(
     params = {
         "pn": "1",
         "pz": str(page_size),
-        "po": "0" if descending else "1",
+        # 东方财富列表接口里，po=1 对应降序，po=0 对应升序。
+        # 之前这里写反后，会把“涨幅榜”实际拿成跌幅靠前列表。
+        "po": "1" if descending else "0",
         "np": "1",
         "ut": "b1f8f8f8",
         "fltt": "2",
@@ -90,6 +93,7 @@ async def get_sector_realtime_ranking(
     }
 
     try:
+        board_type = "industry" if fs == "m:90+t:2" else "concept" if fs == "m:90+t:3" else "region" if fs == "m:90+t:1" else "unknown"
         async with httpx.AsyncClient() as client:
             resp = await client.get(
                 SECTOR_LIST_URL,
@@ -114,6 +118,7 @@ async def get_sector_realtime_ranking(
             result.append({
                 "sector_code": item.get("f12", ""),
                 "sector_name": item.get("f14", ""),
+                "board_type": board_type,
                 "pct_change": float(pct),
                 "amount": float(item.get("f6", 0) or 0),
                 "turnover_rate": float(item.get("f8", 0) or 0),
@@ -132,11 +137,12 @@ async def get_sector_realtime_ranking(
 
     except Exception as e:
         logger.error(f"东方财富板块实时排名获取失败: {e}")
-        await log_error(
-            "eastmoney",
-            f"东方财富板块实时排名获取失败: {e}",
-            detail=f"fs={fs}, sort_by={sort_by}, page_size={page_size}",
-        )
+        if notify:
+            await log_error(
+                "eastmoney",
+                f"东方财富板块实时排名获取失败: {e}",
+                detail=f"fs={fs}, sort_by={sort_by}, page_size={page_size}",
+            )
         return []
 
 
@@ -151,50 +157,68 @@ async def get_a_share_realtime_ranking(
     if cached is not None:
         return cached
 
-    params = {
-        "pn": "1",
-        "pz": str(page_size),
-        "po": "0" if descending else "1",
-        "np": "1",
-        "ut": "b1f8f8f8",
-        "fltt": "2",
-        "invt": "2",
-        "fid": sort_by,
-        "fs": "m:0+t:6,m:0+t:80,m:0+t:81+s:2048,m:1+t:2,m:1+t:23",
-        "fields": "f2,f3,f6,f8,f9,f12,f14,f20,f21,f23,f62",
-    }
+    fs = "m:0+t:6,m:0+t:80,m:0+t:81+s:2048,m:1+t:2,m:1+t:23"
+    fields = "f2,f3,f6,f8,f9,f12,f14,f20,f21,f23,f62"
 
     try:
-        async with httpx.AsyncClient() as client:
-            resp = await client.get(
-                SECTOR_LIST_URL,
-                params=params,
-                headers=SECTOR_HEADERS,
-                timeout=12,
-                follow_redirects=True,
-            )
-            data = _parse_eastmoney_json(resp, "A股实时行情")
-
-        items = data.get("data", {}).get("diff", [])
         result = []
-        for item in items:
-            pct = item.get("f3")
-            price = item.get("f2")
-            if pct == "-" or price == "-" or pct is None or price is None:
-                continue
-            result.append({
-                "ts_code": _eastmoney_code_to_ts(str(item.get("f12", ""))),
-                "name": item.get("f14", ""),
-                "price": float(price or 0),
-                "pct_chg": float(pct or 0),
-                "amount": float(item.get("f6", 0) or 0),
-                "turnover_rate": float(item.get("f8", 0) or 0),
-                "pe": _safe_float(item.get("f9")),
-                "pb": _safe_float(item.get("f23")),
-                "total_mv": _safe_float(item.get("f20")),
-                "circ_mv": _safe_float(item.get("f21")),
-                "main_net_inflow": _safe_float(item.get("f62")) or 0,
-            })
+        page = 1
+        page_size_per_request = min(max(page_size, 200), 500)
+        async with httpx.AsyncClient() as client:
+            while len(result) < page_size:
+                params = {
+                    "pn": str(page),
+                    "pz": str(page_size_per_request),
+                    "po": "1" if descending else "0",
+                    "np": "1",
+                    "ut": "b1f8f8f8",
+                    "fltt": "2",
+                    "invt": "2",
+                    "fid": sort_by,
+                    "fs": fs,
+                    "fields": fields,
+                }
+                resp = await client.get(
+                    SECTOR_LIST_URL,
+                    params=params,
+                    headers=SECTOR_HEADERS,
+                    timeout=12,
+                    follow_redirects=True,
+                )
+                data = _parse_eastmoney_json(resp, f"A股实时行情 第{page}页")
+                items = data.get("data", {}).get("diff", [])
+                if not items:
+                    break
+
+                before_count = len(result)
+                for item in items:
+                    pct = item.get("f3")
+                    price = item.get("f2")
+                    code = str(item.get("f12", "") or "")
+                    if not code or pct == "-" or price == "-" or pct is None or price is None:
+                        continue
+                    result.append({
+                        "ts_code": _eastmoney_code_to_ts(code),
+                        "name": item.get("f14", ""),
+                        "price": float(price or 0),
+                        "pct_chg": float(pct or 0),
+                        "amount": float(item.get("f6", 0) or 0),
+                        "turnover_rate": float(item.get("f8", 0) or 0),
+                        "pe": _safe_float(item.get("f9")),
+                        "pb": _safe_float(item.get("f23")),
+                        "total_mv": _safe_float(item.get("f20")),
+                        "circ_mv": _safe_float(item.get("f21")),
+                        "main_net_inflow": _safe_float(item.get("f62")) or 0,
+                    })
+                if len(result) == before_count or len(items) < page_size_per_request:
+                    break
+                page += 1
+
+        # 去重，避免跨页或接口异常重复
+        deduped = {}
+        for item in result:
+            deduped[item["ts_code"]] = item
+        result = list(deduped.values())[:page_size]
 
         ttl = 60 if _is_trading_hours() else 300
         cache.set(cache_key, result, ttl)
@@ -301,11 +325,21 @@ async def get_min_kline(
         return df
 
     except Exception as e:
-        logger.error(f"东方财富分钟K线获取失败 {ts_code}: {e}")
+        logger.warning(f"东方财富分钟K线获取失败 {ts_code}: {e}，尝试新浪兜底")
+        try:
+            from app.data.sina_client import get_min_kline as get_sina_min_kline
+            fallback_df = await get_sina_min_kline(ts_code, period=period, count=count)
+            if not fallback_df.empty:
+                logger.info("新浪分钟K线兜底成功 %s: %s 条", ts_code, len(fallback_df))
+                return fallback_df
+        except Exception as fallback_error:
+            logger.warning("新浪分钟K线兜底异常 %s: %s", ts_code, fallback_error)
+
+        logger.error(f"分钟K线双源获取失败 {ts_code}: 东方财富={e}")
         await log_error(
-            "eastmoney",
-            f"东方财富分钟K线获取失败 {ts_code}: {e}",
-            detail=f"period={period}, count={count}",
+            "market_data",
+            f"分钟K线双源获取失败 {ts_code}: {e}",
+            detail=f"primary=eastmoney, fallback=sina, period={period}, count={count}",
         )
         return pd.DataFrame()
 

backend/app/data/market_breadth_client.py

@@ -0,0 +1,132 @@
+"""市场广度客户端。
+
+职责：
+1. 上涨/下跌/平盘家数：优先用东方财富全市场分页行情聚合
+2. 涨停/跌停家数：优先用东方财富专门池接口
+3. 接口不可用时回退到实时行情阈值估算
+
+该模块只负责“市场广度”数据，不掺杂温度分数计算。
+"""
+
+from __future__ import annotations
+
+import logging
+
+import httpx
+
+from app.config import today_trade_date
+from app.data.cache import cache
+from app.data.eastmoney_client import SECTOR_HEADERS, SECTOR_LIST_URL, _parse_eastmoney_json, get_a_share_realtime_ranking
+from app.data.models import MarketBreadth
+from app.db.error_logger import log_error
+
+logger = logging.getLogger(__name__)
+
+ZT_POOL_URL = "https://push2ex.eastmoney.com/getTopicZTPool"
+DT_POOL_URL = "https://push2ex.eastmoney.com/getTopicDTPool"
+
+
+async def get_market_breadth() -> MarketBreadth:
+    """获取市场广度快照。"""
+    cache_key = f"market_breadth:{today_trade_date()}"
+    cached = cache.get(cache_key)
+    if cached is not None:
+        return cached
+
+    quotes = await get_a_share_realtime_ranking(page_size=6000)
+    if quotes and len(quotes) >= 3000:
+        up_count = sum(1 for q in quotes if q.get("pct_chg", 0) > 0)
+        down_count = sum(1 for q in quotes if q.get("pct_chg", 0) < 0)
+        flat_count = sum(1 for q in quotes if q.get("pct_chg", 0) == 0)
+        limit_up_count, limit_down_count, limit_source = await _get_limit_counts(quotes)
+        breadth = MarketBreadth(
+            trade_date=today_trade_date(),
+            up_count=up_count,
+            down_count=down_count,
+            flat_count=flat_count,
+            limit_up_count=limit_up_count,
+            limit_down_count=limit_down_count,
+            total_count=len(quotes),
+            sample_count=len(quotes),
+            source=f"eastmoney_quotes+{limit_source}",
+            reliable=True,
+            limit_counts_reliable=(limit_source == "eastmoney_pool"),
+        )
+        cache.set(cache_key, breadth, ttl=60)
+        return breadth
+
+    logger.warning("市场广度实时样本不足，quotes=%s", len(quotes))
+    breadth = MarketBreadth(
+        trade_date=today_trade_date(),
+        total_count=len(quotes),
+        sample_count=len(quotes),
+        source="snapshot",
+        reliable=False,
+        limit_counts_reliable=False,
+    )
+    cache.set(cache_key, breadth, ttl=30)
+    return breadth
+
+
+async def _get_limit_counts(quotes: list[dict]) -> tuple[int, int, str]:
+    """优先走专门池接口，失败时回退到实时行情阈值估算。"""
+    pool = await _get_limit_counts_from_pool()
+    if pool is not None:
+        return pool[0], pool[1], "eastmoney_pool"
+
+    limit_up_count = sum(1 for q in quotes if q.get("pct_chg", 0) >= _limit_threshold(q.get("ts_code", "")))
+    limit_down_count = sum(1 for q in quotes if q.get("pct_chg", 0) <= -_limit_threshold(q.get("ts_code", "")))
+    return limit_up_count, limit_down_count, "eastmoney_quote_estimate"
+
+
+async def _get_limit_counts_from_pool() -> tuple[int, int] | None:
+    cache_key = f"market_limit_pool:{today_trade_date()}"
+    cached = cache.get(cache_key)
+    if cached is not None:
+        return cached
+
+    params = {
+        "ut": "7eea3edcaed734bea9cbfc24409ed989",
+        "dpt": "wz.ztzt",
+        "Pageindex": "0",
+        "pagesize": "1000",
+        "date": today_trade_date(),
+    }
+    try:
+        async with httpx.AsyncClient(timeout=10, follow_redirects=True) as client:
+            zt_resp = await client.get(ZT_POOL_URL, params=params, headers=SECTOR_HEADERS)
+            zt_data = _parse_eastmoney_json(zt_resp, "涨停池")
+            dt_resp = await client.get(DT_POOL_URL, params=params, headers=SECTOR_HEADERS)
+            dt_data = _parse_eastmoney_json(dt_resp, "跌停池")
+
+        zt_items = _extract_pool_items(zt_data)
+        dt_items = _extract_pool_items(dt_data)
+        result = (len(zt_items), len(dt_items))
+        cache.set(cache_key, result, ttl=60)
+        return result
+    except Exception as e:
+        logger.warning("东方财富涨跌停池获取失败: %s", e)
+        await log_error(
+            "market_breadth",
+            f"东方财富涨跌停池获取失败: {e}",
+            detail=f"trade_date={today_trade_date()}",
+            notify=False,
+        )
+        return None
+
+
+def _extract_pool_items(data: dict) -> list[dict]:
+    payload = data.get("data") or {}
+    if isinstance(payload, dict):
+        if isinstance(payload.get("pool"), list):
+            return payload["pool"]
+        if isinstance(payload.get("diff"), list):
+            return payload["diff"]
+    return []
+
+
+def _limit_threshold(ts_code: str) -> float:
+    code = ts_code.split(".")[0] if ts_code else ""
+    if code.startswith(("300", "301", "688")):
+        return 19.8
+    return 9.8

backend/app/data/models.py

@@ -56,6 +56,10 @@ class CapitalFlow(BaseModel):
 class SectorInfo(BaseModel):
     sector_code: str
     sector_name: str
+    board_type: str = "snapshot"   # industry / concept / snapshot
+    theme_id: str = ""
+    theme_name: str = ""
+    theme_aliases: list[str] = []
     trade_date: str = ""
     pct_change: float = 0       # 涨跌幅 %
     capital_inflow: float = 0       # 主力净流入（万元，原始数据来自Tushare亿元×10000）
@@ -80,6 +84,7 @@ class SectorInfo(BaseModel):
     leading_stocks_realtime: list[dict] = []
     is_realtime: bool = False
     data_mode: str = "daily_snapshot"
+    source: str = "snapshot"
 
 
 class MarketTemperature(BaseModel):
@@ -94,6 +99,20 @@ class MarketTemperature(BaseModel):
     temperature: float = 0      # 综合温度 0-100
 
 
+class MarketBreadth(BaseModel):
+    trade_date: str
+    up_count: int = 0
+    down_count: int = 0
+    flat_count: int = 0
+    limit_up_count: int = 0
+    limit_down_count: int = 0
+    total_count: int = 0
+    sample_count: int = 0
+    source: str = "snapshot"
+    reliable: bool = False
+    limit_counts_reliable: bool = False
+
+
 class TechnicalSignal(BaseModel):
     ts_code: str
     name: str = ""

backend/app/data/sina_client.py

@@ -0,0 +1,249 @@
+"""新浪财经数据客户端。
+
+作为东方财富/腾讯的兜底数据源：
+  - 分钟 K 线：用于盘中量能证据
+  - 实时行情：可按股票列表批量拉取
+
+新浪接口属于公开网页行情接口，字段稳定性弱于正式数据服务，因此只作为 fallback。
+"""
+
+import json
+import logging
+import re
+from collections import defaultdict
+
+import httpx
+import pandas as pd
+
+from app.data.cache import cache
+from app.data.models import StockQuote
+
+logger = logging.getLogger(__name__)
+
+SINA_KLINE_URL = "https://quotes.sina.cn/cn/api/json_v2.php/CN_MarketDataService.getKLineData"
+SINA_QUOTE_URL = "https://hq.sinajs.cn/list="
+HEADERS = {
+    "Referer": "https://finance.sina.com.cn",
+    "User-Agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36",
+}
+
+
+def _ts_code_to_sina(ts_code: str) -> str:
+    code, market = ts_code.split(".")
+    return f"{market.lower()}{code}"
+
+
+async def get_min_kline(ts_code: str, period: str = "5", count: int = 48) -> pd.DataFrame:
+    """获取新浪分钟 K 线，返回与东方财富分钟线一致的列。"""
+    scale = period if period in {"5", "15", "30", "60"} else "5"
+    cache_key = f"sina_min_kline:{ts_code}:{scale}:{count}"
+    cached = cache.get(cache_key)
+    if cached is not None:
+        return cached
+
+    params = {
+        "symbol": _ts_code_to_sina(ts_code),
+        "scale": scale,
+        "ma": "no",
+        "datalen": str(count),
+    }
+
+    try:
+        async with httpx.AsyncClient(timeout=10, follow_redirects=True) as client:
+            resp = await client.get(SINA_KLINE_URL, params=params, headers=HEADERS)
+            resp.raise_for_status()
+
+        rows = _parse_kline_payload(resp.text)
+        if not rows:
+            return pd.DataFrame()
+
+        result = []
+        for item in rows[-count:]:
+            amount = item.get("amount")
+            volume = item.get("volume", 0)
+            result.append({
+                "time": item.get("day", ""),
+                "open": float(item.get("open", 0) or 0),
+                "close": float(item.get("close", 0) or 0),
+                "high": float(item.get("high", 0) or 0),
+                "low": float(item.get("low", 0) or 0),
+                "volume": float(volume or 0),
+                # 新浪分钟线常见字段只有 volume；量能分布分析需要 amount 时用 volume 兜底。
+                "amount": float(amount if amount not in (None, "") else volume or 0),
+            })
+
+        df = pd.DataFrame(result)
+        cache.set(cache_key, df, ttl=180)
+        return df
+    except Exception as e:
+        logger.warning("新浪分钟K线获取失败 %s: %s", ts_code, e)
+        return pd.DataFrame()
+
+
+async def get_realtime_quotes_batch(ts_codes: list[str]) -> dict[str, StockQuote]:
+    """批量获取新浪实时行情。"""
+    results: dict[str, StockQuote] = {}
+    if not ts_codes:
+        return results
+
+    batch_size = 80
+    for i in range(0, len(ts_codes), batch_size):
+        batch = ts_codes[i:i + batch_size]
+        symbols = ",".join(_ts_code_to_sina(code) for code in batch)
+        try:
+            async with httpx.AsyncClient(timeout=10, follow_redirects=True) as client:
+                resp = await client.get(f"{SINA_QUOTE_URL}{symbols}", headers=HEADERS)
+                resp.raise_for_status()
+                resp.encoding = "gbk"
+
+            quote_map = _parse_quote_payload(resp.text)
+            for ts_code in batch:
+                data = quote_map.get(_ts_code_to_sina(ts_code))
+                quote = _quote_from_fields(ts_code, data)
+                if quote:
+                    results[ts_code] = quote
+        except Exception as e:
+            logger.warning("新浪批量行情获取失败: %s", e)
+
+    return results
+
+
+async def get_sector_realtime_ranking_by_industry(limit: int = 20) -> list[dict]:
+    """用新浪全市场实时行情 + Tushare 静态行业映射聚合今日行业榜。
+
+    这是东方财富板块榜不可用时的 fallback，不依赖 Tushare 当日行情。
+    """
+    from app.data.tushare_client import tushare_client
+
+    cache_key = f"sina_sector_industry:{limit}"
+    cached = cache.get(cache_key)
+    if cached is not None:
+        return cached
+
+    stock_basic = tushare_client.get_stock_basic()
+    if stock_basic.empty or "industry" not in stock_basic.columns:
+        logger.warning("新浪行业榜兜底失败: 股票静态行业映射为空")
+        return []
+
+    stock_basic = stock_basic.dropna(subset=["industry"])
+    code_to_industry = {}
+    code_to_name = {}
+    for _, row in stock_basic.iterrows():
+        ts_code = row.get("ts_code")
+        industry = row.get("industry")
+        if not ts_code or not industry:
+            continue
+        code_to_industry[ts_code] = str(industry)
+        code_to_name[ts_code] = str(row.get("name") or ts_code)
+
+    quotes = await get_realtime_quotes_batch(list(code_to_industry.keys()))
+    if not quotes:
+        return []
+
+    grouped = defaultdict(lambda: {
+        "amount": 0.0,
+        "pct_sum": 0.0,
+        "count": 0,
+        "up_count": 0,
+        "down_count": 0,
+        "leading": None,
+    })
+
+    for ts_code, quote in quotes.items():
+        industry = code_to_industry.get(ts_code)
+        if not industry:
+            continue
+        bucket = grouped[industry]
+        bucket["amount"] += quote.amount or 0
+        bucket["pct_sum"] += quote.pct_chg
+        bucket["count"] += 1
+        if quote.pct_chg > 0:
+            bucket["up_count"] += 1
+        elif quote.pct_chg < 0:
+            bucket["down_count"] += 1
+        leading = bucket["leading"]
+        if leading is None or quote.pct_chg > leading["pct_chg"]:
+            bucket["leading"] = {
+                "ts_code": ts_code,
+                "name": quote.name or code_to_name.get(ts_code, ts_code),
+                "pct_chg": quote.pct_chg,
+            }
+
+    result = []
+    for idx, (industry, bucket) in enumerate(grouped.items(), start=1):
+        count = bucket["count"] or 1
+        leading = bucket["leading"] or {}
+        result.append({
+            "sector_code": f"SINA_{idx:03d}",
+            "sector_name": industry,
+            "board_type": "industry",
+            "pct_change": round(bucket["pct_sum"] / count, 2),
+            "amount": round(bucket["amount"], 2),
+            "turnover_rate": 0,
+            "up_count": int(bucket["up_count"]),
+            "down_count": int(bucket["down_count"]),
+            "leading_stock_name": leading.get("name", ""),
+            "leading_stock_code": leading.get("ts_code", ""),
+            "leading_stock_pct": float(leading.get("pct_chg", 0) or 0),
+            "source": "sina",
+        })
+
+    result.sort(key=lambda item: (item["pct_change"], item["amount"]), reverse=True)
+    result = result[:limit]
+    cache.set(cache_key, result, ttl=180)
+    logger.info("新浪行业实时榜兜底: 获取 %s 个行业", len(result))
+    return result
+
+
+def _parse_kline_payload(text: str) -> list[dict]:
+    text = (text or "").strip()
+    if not text:
+        return []
+    if text.startswith("["):
+        return json.loads(text)
+    start = text.find("[")
+    end = text.rfind("]")
+    if start >= 0 and end > start:
+        return json.loads(text[start:end + 1])
+    return []
+
+
+def _parse_quote_payload(text: str) -> dict[str, list[str]]:
+    result: dict[str, list[str]] = {}
+    pattern = re.compile(r'var hq_str_([^=]+)="([^"]*)";')
+    for symbol, payload in pattern.findall(text or ""):
+        if payload:
+            result[symbol] = payload.split(",")
+    return result
+
+
+def _quote_from_fields(ts_code: str, fields: list[str] | None) -> StockQuote | None:
+    if not fields or len(fields) < 32:
+        return None
+    try:
+        name = fields[0]
+        open_price = float(fields[1] or 0)
+        pre_close = float(fields[2] or 0)
+        price = float(fields[3] or 0)
+        high = float(fields[4] or 0)
+        low = float(fields[5] or 0)
+        volume = float(fields[8] or 0)
+        amount = float(fields[9] or 0) / 10000
+        pct_chg = ((price - pre_close) / pre_close * 100) if pre_close else 0
+        if price <= 0:
+            return None
+        return StockQuote(
+            ts_code=ts_code,
+            name=name,
+            price=price,
+            pct_chg=round(pct_chg, 2),
+            volume=volume,
+            amount=amount,
+            turnover_rate=0,
+            high=high,
+            low=low,
+            open=open_price,
+            pre_close=pre_close,
+        )
+    except (IndexError, ValueError):
+        return None

backend/app/db/database.py

@@ -60,6 +60,10 @@ async def init_db():
             "ALTER TABLE recommendations ADD COLUMN prefilter_reason TEXT DEFAULT ''",
             "ALTER TABLE recommendations ADD COLUMN focus_points TEXT DEFAULT '[]'",
             "ALTER TABLE sector_heat ADD COLUMN stage TEXT",
+            "ALTER TABLE sector_heat ADD COLUMN board_type TEXT DEFAULT 'theme'",
+            "ALTER TABLE sector_heat ADD COLUMN theme_id TEXT DEFAULT ''",
+            "ALTER TABLE sector_heat ADD COLUMN theme_name TEXT DEFAULT ''",
+            "ALTER TABLE sector_heat ADD COLUMN theme_aliases TEXT DEFAULT '[]'",
             "ALTER TABLE sector_heat ADD COLUMN days_continuous INTEGER",
             "ALTER TABLE sector_heat ADD COLUMN member_count INTEGER",
             "ALTER TABLE sector_heat ADD COLUMN leading_stocks TEXT",

backend/app/db/tables.py

@@ -53,6 +53,10 @@ sector_heat_table = Table(
     Column("id", Integer, primary_key=True, autoincrement=True),
     Column("sector_code", Text, nullable=False),
     Column("sector_name", Text, nullable=False),
+    Column("board_type", Text, default="theme"),
+    Column("theme_id", Text, default=""),
+    Column("theme_name", Text, default=""),
+    Column("theme_aliases", Text, default="[]"),
     Column("pct_change", Float),
     Column("capital_inflow", Float),
     Column("limit_up_count", Integer),

backend/app/engine/recommender.py

@@ -447,6 +447,47 @@ async def get_latest_recommendations() -> dict:
     return await _load_today_from_db()
 
 
+async def get_latest_market_anomalies(limit: int = 8) -> list[dict]:
+    """获取非主线市场异动观察，不混入主推荐池。"""
+    try:
+        async with get_db() as db:
+            from sqlalchemy import text
+            import json
+
+            result = await db.execute(
+                text(
+                    "SELECT * FROM recommendations "
+                    "WHERE date(created_at) = (SELECT date(created_at) FROM recommendations ORDER BY created_at DESC LIMIT 1) "
+                    "AND COALESCE(recall_tags, '[]') NOT LIKE '%hot_theme_core%' "
+                    "AND COALESCE(recall_tags, '[]') NOT LIKE '%theme_leader%' "
+                    "AND COALESCE(recall_tags, '[]') NOT LIKE '%top_theme_member%' "
+                    "AND COALESCE(recall_tags, '[]') NOT LIKE '%sector_recall%' "
+                    "ORDER BY score DESC LIMIT :limit"
+                ),
+                {"limit": limit},
+            )
+            rows = result.fetchall()
+            return [
+                {
+                    "ts_code": r._mapping["ts_code"],
+                    "name": r._mapping["name"],
+                    "sector": r._mapping["sector"] or "",
+                    "score": r._mapping["score"] or 0,
+                    "action_plan": r._mapping["action_plan"] or "观察",
+                    "recall_tags": json.loads(r._mapping.get("recall_tags") or "[]"),
+                    "prefilter_decision": r._mapping.get("prefilter_decision") or "",
+                    "reason": r._mapping.get("prefilter_reason") or "",
+                    "created_at": str(r._mapping["created_at"]) if r._mapping["created_at"] else None,
+                }
+                for r in rows
+            ]
+    except Exception as e:
+        logger.error(f"获取市场异动观察失败: {e}")
+        from app.db.error_logger import log_error
+        await log_error("recommender", f"获取市场异动观察失败: {e}", detail=traceback.format_exc())
+        return []
+
+
 async def get_latest_sectors() -> list[SectorInfo]:
     """获取最新的板块热度数据（从数据库读取，不触发扫描）"""
     return await _load_sectors_from_db()
@@ -481,6 +522,12 @@ async def get_recommendation_history(days: int = 7) -> list[dict]:
             ") latest_t ON latest_t.recommendation_id = r.id "
             "WHERE r.created_at >= :start "
             "AND (r.action_plan IN ('可操作', '重点关注') OR COALESCE(r.llm_score, 0) >= 6 OR r.score >= 56) "
+            "AND ("
+            "  COALESCE(r.recall_tags, '[]') LIKE '%hot_theme_core%' "
+            "  OR COALESCE(r.recall_tags, '[]') LIKE '%theme_leader%' "
+            "  OR COALESCE(r.recall_tags, '[]') LIKE '%top_theme_member%' "
+            "  OR COALESCE(r.recall_tags, '[]') LIKE '%sector_recall%'"
+            ") "
             "AND r.id IN ("
             "  SELECT MAX(id) FROM recommendations "
             "  WHERE created_at >= :start "
@@ -677,6 +724,10 @@ async def _save_to_db(result: dict):
                 {
                     "sector_code": sector.sector_code,
                     "sector_name": sector.sector_name,
+                    "board_type": sector.board_type,
+                    "theme_id": sector.theme_id,
+                    "theme_name": sector.theme_name,
+                    "theme_aliases": json.dumps(sector.theme_aliases, ensure_ascii=False),
                     "pct_change": sector.pct_change,
                     "capital_inflow": sector.capital_inflow,
                     "limit_up_count": sector.limit_up_count,
@@ -808,6 +859,12 @@ async def _load_today_from_db() -> dict:
                 text("SELECT * FROM recommendations "
                      "WHERE date(created_at) = (SELECT date(created_at) FROM recommendations ORDER BY created_at DESC LIMIT 1) "
                      "AND (action_plan IN ('可操作', '重点关注') OR COALESCE(llm_score, 0) >= 6 OR score >= 56) "
+                     "AND ("
+                     "  COALESCE(recall_tags, '[]') LIKE '%hot_theme_core%' "
+                     "  OR COALESCE(recall_tags, '[]') LIKE '%theme_leader%' "
+                     "  OR COALESCE(recall_tags, '[]') LIKE '%top_theme_member%' "
+                     "  OR COALESCE(recall_tags, '[]') LIKE '%sector_recall%'"
+                     ") "
                      "AND id IN (SELECT MAX(id) FROM recommendations "
                      "  WHERE date(created_at) = (SELECT date(created_at) FROM recommendations ORDER BY created_at DESC LIMIT 1) "
                      "  GROUP BY ts_code) "
@@ -900,9 +957,14 @@ async def _load_sectors_from_db() -> list[SectorInfo]:
                 # Parse JSON fields with fallback
                 leading_stocks = json.loads(r.get("leading_stocks") or "[]")
                 pct_trend = json.loads(r.get("pct_trend") or "[]")
+                theme_aliases = json.loads(r.get("theme_aliases") or "[]")
                 sectors.append(SectorInfo(
                     sector_code=r["sector_code"],
                     sector_name=r["sector_name"],
+                    board_type=r.get("board_type") or "snapshot",
+                    theme_id=r.get("theme_id") or "",
+                    theme_name=r.get("theme_name") or r["sector_name"],
+                    theme_aliases=theme_aliases,
                     trade_date=r.get("trade_date") or "",
                     pct_change=r["pct_change"] or 0,
                     capital_inflow=r["capital_inflow"] or 0,
@@ -915,6 +977,7 @@ async def _load_sectors_from_db() -> list[SectorInfo]:
                     pct_trend=pct_trend,
                     turnover_avg=r.get("turnover_avg") or 0,
                     main_force_ratio=r.get("main_force_ratio") or 0,
+                    source="snapshot",
                 ))
             return sectors
     except Exception as e:

backend/app/engine/screener.py

@@ -1,12 +1,12 @@
-"""趋势突破统一筛选器（自上而下方案，中短线交易定位）
+"""主题驱动的 A 股中短线筛选器。
 
 三阶段管道：
-  Step 1: 板块定位 — 找到有资金流入的热门板块 (3-5个)
-  Step 2: 板块内选股 — 在热门板块成分股中筛出有资金流入的候选 (30-50只)
+  Step 1: 主线定位 — 把实时板块/快照板块归一成系统 MarketTheme
+  Step 2: 主题内选股 — 从主线主题成分、领涨股和实时异动中召回候选
   Step 3: 深度分析 — 供需 + 价格行为 + 趋势 + LLM (10-15只推荐)
 
 评分公式：供需关系 50% + 价格行为 40% + 趋势 10%
-板块和资金流作为前置过滤条件，板块涨停数作为情绪奖励。
+主题地位和资金流作为前置上下文，涨停/广度只作为辅助证据。
 
 风险乘数：惩罚取最大而非叠加（防过度惩罚），奖励可叠加。
 
@@ -23,9 +23,11 @@ import traceback
 
 import pandas as pd
 
-from app.analysis.market_temp import calculate_market_temperature
+from app.analysis.market_temp import build_realtime_market_temperature, calculate_market_temperature
 from app.analysis.sector_scanner import scan_hot_sectors
 from app.analysis.sector_realtime import get_today_realtime_sector_board
+from app.analysis.sector_alignment import build_hot_theme_membership, find_hot_theme_match
+from app.analysis.theme_mapper import merge_sectors_to_themes
 from app.analysis.trend_scanner import scan_trend_breakout
 from app.analysis.signals import generate_signals
 from app.analysis.intraday import (
@@ -42,6 +44,11 @@ from app.llm.strategy_selector import select_strategy_profile
 logger = logging.getLogger(__name__)
 
 
+def _is_main_theme_recommendation(rec: Recommendation) -> bool:
+    tags = set(rec.recall_tags or [])
+    return bool(tags & {"hot_theme_core", "theme_leader", "top_theme_member", "sector_recall"})
+
+
 async def run_screening(trade_date: str = None) -> dict:
     """执行趋势突破筛选流程
 
@@ -62,36 +69,40 @@ async def run_screening(trade_date: str = None) -> dict:
     market_temp = calculate_market_temperature(trade_date)
 
     if intraday:
-        market_temp = await intraday_market_temperature(market_temp)
-        logger.info(f"盘中市场温度(实时调整): {market_temp.temperature}")
+        market_temp, realtime_used = await build_realtime_market_temperature(market_temp)
+        if realtime_used:
+            logger.info(f"实时市场温度(统一广度口径): {market_temp.temperature}")
+        else:
+            market_temp = await intraday_market_temperature(market_temp)
+            logger.info(f"盘中市场温度(兼容回退): {market_temp.temperature}")
     else:
         logger.info(f"市场温度: {market_temp.temperature}")
 
     market_temp_score = market_temp.temperature
 
-    # ── Step 1: 板块定位 ──
-    logger.info("=== Step 1: 板块定位 ===")
-    all_sectors = await get_today_realtime_sector_board(limit=30) if intraday else []
-    if not all_sectors:
-        all_sectors = scan_hot_sectors(trade_date)
+    # ── Step 1: 主线主题定位 ──
+    logger.info("=== Step 1: 主线主题定位 ===")
+    all_themes = await get_today_realtime_sector_board(limit=30) if intraday else []
+    if not all_themes:
+        all_themes = merge_sectors_to_themes(scan_hot_sectors(trade_date), limit=30)
 
-    # 前置过滤：只保留有资金流入 + 非末期的板块
+    # 前置过滤：只保留有资金或实时强度支撑、且非尾声的主题
     hot_sectors = [
-        s for s in all_sectors
+        s for s in all_themes
         if (s.capital_inflow > 0 or s.is_realtime) and s.stage not in ("end",)
     ][:settings.top_sector_count]
 
     if not hot_sectors:
-        logger.info("无合格热门板块（需要资金流入+非末期），回退到全部板块")
-        hot_sectors = all_sectors[:settings.top_sector_count]
+        logger.info("无合格主线主题（需要资金/实时强度+非尾声），回退到全部主题")
+        hot_sectors = all_themes[:settings.top_sector_count]
 
     for s in hot_sectors:
-        logger.info(f"  目标板块: {s.sector_name} 涨幅{s.pct_change}% 资金{s.capital_inflow:.0f}万 "
+        logger.info(f"  目标主题: {s.sector_name} 涨幅{s.pct_change}% 资金{s.capital_inflow:.0f}万 "
                      f"涨停{s.limit_up_count} 阶段={s.stage}")
 
-    # 如果板块来自 Tushare 快照，盘中/盘后用实时行情更新板块涨幅和广度
+    # 如果主题来自 Tushare 快照，盘中用实时行情更新后再次归一到主题。
     if intraday and hot_sectors and not hot_sectors[0].is_realtime:
-        hot_sectors = await intraday_sector_scan(hot_sectors)
+        hot_sectors = merge_sectors_to_themes(await intraday_sector_scan(hot_sectors), limit=settings.top_sector_count)
 
     strategy_profile = await select_strategy_profile(market_temp, hot_sectors, intraday)
     logger.info(
@@ -140,13 +151,19 @@ async def run_screening(trade_date: str = None) -> dict:
         recommendations = [
             r for r in recommendations
             if (
-                r.action_plan in {"可操作", "重点关注"}
-                or (r.llm_score is not None and r.llm_score >= 6)
-                or r.score >= max(strategy_profile.min_score - 4, 56)
+                _is_main_theme_recommendation(r)
+                and (
+                    r.action_plan in {"可操作", "重点关注"}
+                    or (r.llm_score is not None and r.llm_score >= 6)
+                    or r.score >= max(strategy_profile.min_score - 4, 56)
+                )
             )
         ]
     else:
-        recommendations = [r for r in recommendations if r.score >= strategy_profile.min_score]
+        recommendations = [
+            r for r in recommendations
+            if _is_main_theme_recommendation(r) and r.score >= strategy_profile.min_score
+        ]
 
     logger.info(f"=== 筛选完成: {len(recommendations)} 只股票 ({scan_mode}) ===")
     for r in recommendations[:5]:
@@ -168,7 +185,7 @@ async def _select_from_hot_sectors(
     trade_date: str,
     intraday: bool,
 ) -> list[dict]:
-    """热点板块轻召回。
+    """主线主题轻召回。
 
     这里只做基础清洗和活跃度排序，不再用“主力净流入必须为正”之类的硬门槛直接淘汰。
     """
@@ -177,34 +194,13 @@ async def _select_from_hot_sectors(
     if not trade_date:
         trade_date = tushare_client.get_latest_trade_date()
 
-    sector_member_codes: set[str] = set()
-    sector_code_map: dict[str, str] = {}
-    sector_stage_map: dict[str, str] = {}
-    sector_rank_map: dict[str, int] = {}
-    leader_codes: set[str] = set()
-
-    for idx, s in enumerate(hot_sectors):
-        sector_rank_map[s.sector_name] = idx + 1
-        sector_stage_map[s.sector_name] = s.stage
-        for leader in s.leading_stocks or []:
-            leader_code = str(leader.get("ts_code", "")).strip()
-            if leader_code:
-                leader_codes.add(leader_code)
-        try:
-            members_df = tushare_client.get_ths_members(s.sector_code)
-            if not members_df.empty and "con_code" in members_df.columns:
-                codes = members_df["con_code"].tolist()
-                sector_member_codes.update(codes)
-                for c in codes:
-                    sector_code_map[c] = s.sector_name
-        except Exception as e:
-            logger.warning(f"获取板块 {s.sector_name} 成分股失败: {e}")
+    sector_member_codes, sector_code_map, sector_stage_map, sector_rank_map, leader_codes = build_hot_theme_membership(hot_sectors)
 
     if not sector_member_codes:
-        logger.info("Step 2: 热点板块轻召回无成分股数据")
+        logger.info("Step 2: 主线主题轻召回无成分股数据")
         return []
 
-    logger.info(f"Step 2: 热点板块共 {len(sector_member_codes)} 只成分股")
+    logger.info(f"Step 2: 主线主题共 {len(sector_member_codes)} 只成分股")
 
     stock_basic = tushare_client.get_stock_basic()
     exclude_codes = set()
@@ -238,7 +234,7 @@ async def _select_from_hot_sectors(
     ].copy()
 
     if filtered_basic.empty:
-        logger.info("Step 2 热点板块轻召回严格过滤无结果，放宽换手率重试")
+        logger.info("Step 2 主线主题轻召回严格过滤无结果，放宽换手率重试")
         filtered_basic = basic[
             (basic["ts_code"].isin(sector_member_codes)) &
             (~basic["ts_code"].isin(exclude_codes)) &
@@ -274,7 +270,11 @@ async def _select_from_hot_sectors(
     for _, base_row in filtered_basic.iterrows():
         ts_code = base_row["ts_code"]
         name = name_map.get(ts_code, ts_code)
-        sector_name = sector_code_map.get(ts_code, industry_map.get(ts_code, ""))
+        matched_sector = sector_code_map.get(ts_code, "")
+        if not matched_sector:
+            hot_match = find_hot_theme_match(industry_map.get(ts_code, ""), hot_sectors)
+            matched_sector = hot_match.sector_name if hot_match else ""
+        sector_name = matched_sector or industry_map.get(ts_code, "")
         mf_info = mf_lookup.get(ts_code, {})
         turnover_rate = float(base_row["turnover_rate"]) if pd.notna(base_row.get("turnover_rate")) else 0
         circ_mv = float(base_row["circ_mv"]) if pd.notna(base_row.get("circ_mv")) else 0
@@ -289,6 +289,8 @@ async def _select_from_hot_sectors(
             recall_score += 14
         elif sector_rank <= 5:
             recall_score += 8
+        if sector_rank <= 5:
+            recall_score += 12
         if ts_code in leader_codes:
             recall_score += 14
         if turnover_rate >= settings.min_turnover_rate:
@@ -300,13 +302,15 @@ async def _select_from_hot_sectors(
         elif main_net_inflow < 0:
             recall_score -= 4
 
-        recall_tags = ["hot_sector_core"]
+        recall_tags = ["hot_theme_core"]
         if ts_code in leader_codes:
-            recall_tags.append("sector_leader")
+            recall_tags.append("theme_leader")
         if main_net_inflow > 0:
             recall_tags.append("moneyflow_support")
         if volume_ratio and volume_ratio >= 1.5:
             recall_tags.append("volume_active")
+        if sector_rank <= 3:
+            recall_tags.append("top_theme_member")
         candidates.append({
             "ts_code": ts_code,
             "name": name,
@@ -321,7 +325,7 @@ async def _select_from_hot_sectors(
             "inflow_ratio": inflow_ratio,
             "recall_score": round(recall_score, 1),
             "recall_tags": recall_tags,
-            "stock_role_hint": "板块领涨前排" if ts_code in leader_codes else "板块活跃成分",
+            "stock_role_hint": "主题领涨前排" if ts_code in leader_codes else ("主线主题成分" if sector_rank <= 3 else "主题活跃成分"),
         })
 
     candidates.sort(key=lambda item: (
@@ -330,7 +334,7 @@ async def _select_from_hot_sectors(
         item.get("turnover_rate", 0),
     ), reverse=True)
     top = candidates[: settings.candidate_pool_limit]
-    logger.info(f"Step 2 热点板块轻召回: {len(top)} 只")
+    logger.info(f"Step 2 主线主题轻召回: {len(top)} 只")
     return top
 
 
@@ -380,6 +384,7 @@ async def _build_candidate_pool(
 
     candidates = list(merged.values())
     candidates.sort(key=lambda item: (
+        1 if "sector_recall" in item.get("recall_tags", []) or "top_theme_member" in item.get("recall_tags", []) else 0,
         item.get("recall_score", 0),
         item.get("main_net_inflow", 0),
         item.get("turnover_rate", 0),
@@ -555,6 +560,8 @@ async def _build_recommendations(
                     penalties.append(0.80)
 
             sector_stage = _get_sector_stage(sector, hot_sectors)
+            hot_theme_match = find_hot_theme_match(sector, hot_sectors)
+
             if sector_stage == "end":
                 penalties.append(0.70)
             elif sector_stage == "late":
@@ -577,6 +584,11 @@ async def _build_recommendations(
             if entry_signal.get("signal_score", 0) >= 80:
                 final_score *= 1.10
 
+            if not hot_theme_match:
+                final_score *= 0.82
+            elif hot_theme_match not in hot_sectors[:5]:
+                final_score *= 0.9
+
             signal_matches_profile = bool(signal_priority and signal_name in signal_priority[:4])
             if signal_type != EntrySignal.NONE and signal_priority:
                 priority_rank = signal_priority.index(signal_type.value)
@@ -738,6 +750,9 @@ async def _build_recommendations(
                 ),
                 "recall_tags": stock.get("recall_tags", []),
                 "sector_stage": sector_stage,
+                "hot_theme_matched": bool(hot_theme_match),
+                "hot_theme_name": hot_theme_match.sector_name if hot_theme_match else "",
+                "hot_theme_aliases": hot_theme_match.theme_aliases if hot_theme_match else [],
                 "stock_role_hint": stock.get("stock_role_hint", "待判断"),
                 "entry_signal_type": signal_name,
                 "entry_signal_score": round(entry_signal.get("signal_score", 0), 1),
@@ -785,7 +800,13 @@ async def _build_recommendations(
             market_summary = (
                 f"市场温度: {market_temp.temperature}/100, "
                 f"涨跌比: {market_temp.up_count}涨/{market_temp.down_count}跌, "
-                f"涨停: {market_temp.limit_up_count}家"
+                f"涨停: {market_temp.limit_up_count}家; "
+                f"今日主线主题: "
+                + " / ".join(
+                    f"{s.sector_name}[{' / '.join((s.theme_aliases or [])[:3])}]"
+                    f"({(s.realtime_pct_change if s.realtime_pct_change is not None else s.pct_change):+.2f}%)"
+                    for s in hot_sectors[:5]
+                )
             )
 
             llm_candidates.sort(key=lambda c: c["quant_score"], reverse=True)
@@ -1329,7 +1350,7 @@ def _generate_reasons(
     # 板块
     sector = stock.get("sector", "")
     if sector:
-        reasons.append(f"所属热门板块【{sector}】")
+        reasons.append(f"所属主线主题【{sector}】")
 
     return reasons[:3]
 

backend/app/llm/batch_screener.py

@@ -22,12 +22,14 @@ async def prefilter_single_stock(candidate: dict, market_summary: str) -> dict:
 
     stock_text = f"""\
 股票: {candidate['name']}({candidate['ts_code']})
-板块: {candidate.get('sector', '未知')}
+主题: {candidate.get('sector', '未知')}
+主线主题匹配: {"是，匹配 " + candidate.get("hot_theme_name", "") if candidate.get("hot_theme_matched") else "否"}
+主题别名: {", ".join(candidate.get("hot_theme_aliases", []) or ["无"])}
 召回来源: {', '.join(candidate.get('recall_tags', []) or ['未标注'])}
 规则参考分: {candidate.get('quant_score', 0)}/100
 位置安全: {candidate.get('position_score', 50)}/100
 当前价: {candidate.get('current_price', '未知')}
-板块阶段: {candidate.get('sector_stage', '未知')}
+主题阶段: {candidate.get('sector_stage', '未知')}
 个股角色线索: {candidate.get('stock_role_hint', '待判断')}"""
 
     if candidate.get("kline_summary"):
@@ -104,7 +106,8 @@ async def analyze_single_stock(candidate: dict, market_summary: str) -> dict:
     # 构建 prompt — 不传 signal_type，让 LLM 独立判断
     stock_text = f"""\
 股票: {candidate['name']}({candidate['ts_code']})
-板块: {candidate.get('sector', '未知')}
+主题: {candidate.get('sector', '未知')}
+主线主题匹配: {"是，匹配 " + candidate.get("hot_theme_name", "") if candidate.get("hot_theme_matched") else "否"}
 规则参考分: {candidate.get('quant_score', 0)}/100
 位置安全: {candidate.get('position_score', 50)}/100
 当前价: {candidate.get('current_price', '未知')}"""
@@ -127,6 +130,7 @@ async def analyze_single_stock(candidate: dict, market_summary: str) -> dict:
                     "content": (
                         "你是一位A股短线交易裁决员。"
                         "你的任务是决定这只股票今天是否该进入推荐前列，以及应该归入可操作、重点关注还是观察。"
+                        "若候选股没有匹配今日主线主题，除非它是全市场极强异动且触发条件清晰，否则不要给可操作或重点关注。"
                         "不要复述数据，不要写成长文，不要被规则参考分绑架。"
                         "必须返回合法JSON。"
                     ),

frontend/.next/app-build-manifest.json

@@ -1,5 +1,10 @@
 {
   "pages": {
+    "/(auth)/layout": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/layout.js"
+    ],
     "/layout": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
@@ -11,20 +16,15 @@
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/dashboard/page.js"
     ],
-    "/(auth)/layout": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/chunks/app/(auth)/layout.js"
-    ],
     "/(auth)/recommendations/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/recommendations/page.js"
     ],
-    "/(public)/layout": [
+    "/(auth)/stock/[code]/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
-      "static/chunks/app/(public)/layout.js"
+      "static/chunks/app/(auth)/stock/[code]/page.js"
     ],
     "/(auth)/strategy/page": [
       "static/chunks/webpack.js",
@@ -36,16 +36,6 @@
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/sectors/page.js"
     ],
-    "/(auth)/diagnose/page": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/chunks/app/(auth)/diagnose/page.js"
-    ],
-    "/(auth)/stock/[code]/page": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/chunks/app/(auth)/stock/[code]/page.js"
-    ],
     "/(auth)/settings/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
@@ -56,20 +46,10 @@
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/watchlists/page.js"
     ],
-    "/(public)/login/page": [
+    "/_not-found/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
-      "static/chunks/app/(public)/login/page.js"
-    ],
-    "/(auth)/chat/page": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/chunks/app/(auth)/chat/page.js"
-    ],
-    "/(public)/page": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/chunks/app/(public)/page.js"
+      "static/chunks/app/_not-found/page.js"
     ]
   }
 }

frontend/.next/server/app-paths-manifest.json

@@ -1,7 +1,8 @@
 {
+  "/_not-found/page": "app/_not-found/page.js",
   "/(auth)/dashboard/page": "app/(auth)/dashboard/page.js",
+  "/(auth)/recommendations/page": "app/(auth)/recommendations/page.js",
+  "/(auth)/settings/page": "app/(auth)/settings/page.js",
   "/(auth)/stock/[code]/page": "app/(auth)/stock/[code]/page.js",
-  "/(auth)/chat/page": "app/(auth)/chat/page.js",
-  "/(public)/login/page": "app/(public)/login/page.js",
-  "/(public)/page": "app/(public)/page.js"
+  "/(auth)/watchlists/page": "app/(auth)/watchlists/page.js"
 }

frontend/.next/server/server-reference-manifest.json

@@ -1,5 +1,5 @@
 {
   "node": {},
   "edge": {},
-  "encryptionKey": "5a77t1jXySke+j0Es8vduY/7S7yObSbYfKeh0OReITs="
+  "encryptionKey": "qGqEEZzUFqZxeEgbiNEfbm7ophOEC3RaVTABPCm+KZ8="
 }

frontend/src/app/(auth)/dashboard/page.tsx

@@ -1,13 +1,21 @@
 "use client";
 
-import { useEffect, useState, useCallback, useRef } from "react";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { fetchAPI, postAPI } from "@/lib/api";
-import type { LatestResult, SectorData, IndexOverview, OpsStatusResponse, StrategyBoard } from "@/lib/api";
+import type {
+  IndexOverview,
+  LatestResult,
+  MarketTemperatureData,
+  OpsStatusResponse,
+  RecommendationData,
+  SectorData,
+  StrategyBoard,
+} from "@/lib/api";
 import MarketTemp from "@/components/market-temp";
 import SectorHeatmap from "@/components/sector-heatmap";
-import { useWebSocket } from "@/hooks/use-websocket";
-import { useAuth } from "@/hooks/use-auth";
 import { ThemeToggle } from "@/components/theme-toggle";
+import { useAuth } from "@/hooks/use-auth";
+import { useWebSocket } from "@/hooks/use-websocket";
 
 interface ScanStatus {
   is_trading: boolean;
@@ -15,11 +23,12 @@ interface ScanStatus {
   description: string;
 }
 
-const SCAN_TIMEOUT_MS = 120_000; // 扫描超时：120秒后自动刷新数据
+const SCAN_TIMEOUT_MS = 120_000;
 
 export default function DashboardPage() {
   const { user } = useAuth();
   const [data, setData] = useState<LatestResult | null>(null);
+  const [marketTemperature, setMarketTemperature] = useState<MarketTemperatureData | null>(null);
   const [sectors, setSectors] = useState<SectorData[]>([]);
   const [scanStatus, setScanStatus] = useState<ScanStatus | null>(null);
   const [loading, setLoading] = useState(true);
@@ -41,20 +50,22 @@ export default function DashboardPage() {
         fetchAPI<StrategyBoard>("/api/market/strategy-board").catch(() => null),
         fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
       ]);
+      const realtimeTemp = await fetchAPI<MarketTemperatureData>("/api/market/temperature").catch(() => latest.market_temperature);
+
       setData(latest);
+      setMarketTemperature(realtimeTemp ?? latest.market_temperature ?? null);
       setSectors(sectorData);
       setScanStatus(status);
       setIndices(overview);
       setStrategyBoard(board);
       setOpsStatus(ops);
-    } catch (e) {
-      console.error("加载数据失败:", e);
+    } catch (error) {
+      console.error("加载数据失败:", error);
     } finally {
       setLoading(false);
     }
   }, []);
 
-  // 清除扫描超时计时器
   const clearScanTimeout = useCallback(() => {
     if (scanTimeoutRef.current) {
       clearTimeout(scanTimeoutRef.current);
@@ -70,9 +81,7 @@ export default function DashboardPage() {
     useCallback((msg: { type: string; count?: number; scan_mode?: string; message?: string }) => {
       clearScanTimeout();
       if (msg.type === "scan_update") {
-        const modeLabel = msg.scan_mode === "realtime_today" || msg.scan_mode === "intraday"
-          ? "今日实时"
-          : "历史收盘";
+        const modeLabel = msg.scan_mode === "realtime_today" || msg.scan_mode === "intraday" ? "今日实时" : "历史收盘";
         setRefreshResult(`${modeLabel}扫描完成，发现 ${msg.count ?? 0} 只股票`);
         setRefreshing(false);
         loadData();
@@ -82,10 +91,9 @@ export default function DashboardPage() {
         setRefreshing(false);
         setTimeout(() => setRefreshResult(null), 5000);
       } else {
-        // 其他消息类型（如 llm_analysis_ready），刷新数据
         loadData();
       }
-    }, [loadData, clearScanTimeout]),
+    }, [clearScanTimeout, loadData]),
     ["scan_update", "scan_error", "llm_analysis_ready", "sector_scan_ready", "scan_complete"]
   );
 
@@ -101,21 +109,18 @@ export default function DashboardPage() {
 
       if (res.status === "already_running") {
         setRefreshResult(res.message || "扫描正在执行中，请稍候");
-        // 保持 refreshing，等待 WS 推送完成
       } else if (res.status === "scanning") {
         setRefreshResult("扫描已启动，完成后自动刷新...");
-        // 保持 refreshing，等待 WS 推送
       }
 
-      // 设置超时：如果 120 秒内没收到 WebSocket 消息，自动停止加载状态并刷新数据
       scanTimeoutRef.current = setTimeout(() => {
         setRefreshResult("扫描超时，已自动刷新数据");
         setRefreshing(false);
         loadData();
         setTimeout(() => setRefreshResult(null), 5000);
       }, SCAN_TIMEOUT_MS);
-    } catch (e) {
-      console.error("触发扫描失败:", e);
+    } catch (error) {
+      console.error("触发扫描失败:", error);
       setRefreshResult("触发扫描失败，请重试");
       setRefreshing(false);
       setTimeout(() => setRefreshResult(null), 5000);
@@ -127,7 +132,7 @@ export default function DashboardPage() {
     setRefreshResult(null);
     try {
       if (action === "update_tracking") {
-        const result = await postAPI<{ tracked?: number; win_rate?: number; avg_return?: number }>("/api/recommendations/update-tracking");
+        const result = await postAPI<{ tracked?: number; win_rate?: number }>("/api/recommendations/update-tracking");
         setRefreshResult(`跟踪已更新，样本 ${result.tracked ?? 0}，胜率 ${(result.win_rate ?? 0).toFixed(1)}%`);
       } else if (action === "generate_strategy_board") {
         await postAPI("/api/market/generate-strategy-board");
@@ -147,402 +152,552 @@ export default function DashboardPage() {
     }
   };
 
-  // 清理超时计时器
   useEffect(() => {
     return () => clearScanTimeout();
   }, [clearScanTimeout]);
 
+  const recommendations = data?.recommendations ?? [];
+  const actionable = recommendations.filter((rec) => rec.action_plan === "可操作");
+  const watch = recommendations.filter((rec) => rec.action_plan === "重点关注");
+  const observe = recommendations.filter((rec) => !["可操作", "重点关注"].includes(rec.action_plan ?? ""));
+
+  const marketSummary = useMemo(
+    () => buildMarketSummary(marketTemperature, strategyBoard, scanStatus, actionable.length, watch.length),
+    [actionable.length, marketTemperature, scanStatus, strategyBoard, watch.length]
+  );
+
+  const todayActions = useMemo(
+    () => buildActionGuides(strategyBoard, marketTemperature, actionable, watch, observe, sectors),
+    [actionable, marketTemperature, observe, sectors, strategyBoard, watch]
+  );
+
+  const focusQueue = actionable.length ? actionable : watch.length ? watch : recommendations;
+
   if (loading) {
     return (
-      <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 space-y-5">
-        <div className="h-32 glass-card-static animate-shimmer" />
-        <div className="h-48 glass-card-static animate-shimmer" />
+      <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 space-y-4">
+        <div className="h-28 glass-card-static animate-shimmer" />
         <div className="h-48 glass-card-static animate-shimmer" />
+        <div className="h-64 glass-card-static animate-shimmer" />
       </div>
     );
   }
 
   return (
-    <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-6">
-      {/* Header bar */}
-      <div className="flex items-center justify-between animate-fade-in-up">
+    <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
+      <div className="flex items-start justify-between gap-4 animate-fade-in-up">
         <div>
-          <h1 className="text-lg font-bold tracking-tight">今日作战</h1>
-          {scanStatus && (
-            <p className="text-xs text-text-muted mt-1">
-              {scanStatus.is_trading ? (
-                <span className="inline-flex items-center gap-1.5">
-                  <span className="w-1.5 h-1.5 bg-emerald-400 rounded-full animate-pulse" />
-                  <span className="text-emerald-400/80">交易中</span>
-                  <span className="text-text-muted/40">·</span>
-                  实时行情
-                </span>
-              ) : (
-                <span className="inline-flex items-center gap-1.5">
-                  <span className="w-1.5 h-1.5 bg-text-muted/40 rounded-full" />
-                  已收盘
-                  <span className="text-text-muted/40">·</span>
-                  Tushare 日级数据
-                </span>
-              )}
-            </p>
-          )}
+          <div className="flex items-center gap-2">
+            <h1 className="text-lg font-bold tracking-tight">今日作战</h1>
+            {scanStatus?.is_trading ? (
+              <span className="inline-flex items-center gap-1.5 rounded-full bg-emerald-500/10 px-2 py-0.5 text-[10px] text-emerald-400">
+                <span className="h-1.5 w-1.5 rounded-full bg-emerald-400 animate-pulse" />
+                交易中
+              </span>
+            ) : (
+              <span className="inline-flex items-center gap-1.5 rounded-full bg-surface-2 px-2 py-0.5 text-[10px] text-text-muted">
+                已收盘
+              </span>
+            )}
+          </div>
+          <p className="text-xs text-text-muted mt-1">
+            先看今天能不能做，再看该做什么，最后进入执行。
+          </p>
         </div>
+
         <div className="flex items-center gap-2">
           <ThemeToggle />
-          {user?.role === "admin" && (
-        <button
-          onClick={handleRefresh}
-          disabled={refreshing}
-          className="text-xs px-4 py-2 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl hover:from-amber-500/30 hover:to-amber-600/25 disabled:opacity-40 transition-all duration-200 border border-amber-500/10 font-medium"
-        >
-          {refreshing ? (
-            <span className="inline-flex items-center gap-1.5">
-              <span className="w-3 h-3 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
-              分析中...
-            </span>
-          ) : scanStatus?.is_trading ? (
-            "盘中扫描"
-          ) : (
-            "立即扫描"
-          )}
-        </button>
-        )}
+          {user?.role === "admin" ? (
+            <button
+              onClick={handleRefresh}
+              disabled={refreshing}
+              className="rounded-xl border border-amber-500/15 bg-amber-500/10 px-4 py-2 text-xs font-medium text-amber-400 transition-colors hover:bg-amber-500/15 disabled:opacity-40"
+            >
+              {refreshing ? "扫描中..." : scanStatus?.is_trading ? "盘中扫描" : "立即扫描"}
+            </button>
+          ) : null}
         </div>
       </div>
 
-      {/* Scan result toast */}
-      {refreshResult && (
-        <div className="glass-card-static border-amber-500/15 px-4 py-2.5 text-xs text-amber-400 animate-fade-in-up flex items-center gap-2">
-          <span className="w-1 h-1 rounded-full bg-amber-400" />
+      {refreshResult ? (
+        <div className="glass-card-static animate-fade-in-up border-amber-500/15 px-4 py-2.5 text-xs text-amber-400">
           {refreshResult}
         </div>
-      )}
+      ) : null}
 
-      <MissionControl
+      <DecisionHero
         board={strategyBoard}
-        recommendations={data?.recommendations ?? []}
-        sectors={sectors}
-        strategyProfile={data?.strategy_profile ?? null}
+        summary={marketSummary}
+        actionableCount={actionable.length}
+        watchCount={watch.length}
+        observeCount={observe.length}
       />
 
-      {opsStatus && (
-        user?.role === "admin" ? (
-          <OpsPanel
-            opsStatus={opsStatus}
-            isAdmin={true}
-            refreshing={refreshing}
-            onRefresh={handleRefresh}
-            opsRunning={opsRunning}
-            onAction={handleAdminAction}
-          />
-        ) : null
-      )}
-
-      <div className="animate-fade-in-up delay-100">
-        <EvidenceHeader title="决策证据" />
-        <div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-3">
-          <MarketTemp data={data?.market_temperature ?? null} indices={indices} />
-          <SectorHeatmap sectors={sectors} />
-        </div>
+      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.3fr)_minmax(280px,0.7fr)] gap-4 animate-fade-in-up">
+        <ActionPanel
+          actions={todayActions}
+          focusQueue={focusQueue.slice(0, 4)}
+          fallbackTitle={actionable.length ? "优先执行" : watch.length ? "重点观察" : "仅保留观察"}
+        />
+        <ExecutionPanel
+          recommendations={recommendations}
+          actionableCount={actionable.length}
+          watchCount={watch.length}
+          observeCount={observe.length}
+          isAdmin={user?.role === "admin"}
+          opsStatus={opsStatus}
+          refreshing={refreshing}
+          opsRunning={opsRunning}
+          onRefresh={handleRefresh}
+          onAction={handleAdminAction}
+        />
       </div>
 
+      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_minmax(0,1fr)] gap-4 animate-fade-in-up">
+        <MarketTemp data={marketTemperature ?? data?.market_temperature ?? null} indices={indices} />
+        <SectorHeatmap sectors={sectors} />
+      </div>
     </div>
   );
 }
 
-function OpsPanel({
-  opsStatus,
+function DecisionHero({
+  board,
+  summary,
+  actionableCount,
+  watchCount,
+  observeCount,
+}: {
+  board: StrategyBoard | null;
+  summary: ReturnType<typeof buildMarketSummary>;
+  actionableCount: number;
+  watchCount: number;
+  observeCount: number;
+}) {
+  const isRealtime = board?.data_mode === "realtime_today";
+
+  return (
+    <div className="glass-card-static animate-fade-in-up overflow-hidden p-4 md:p-5">
+      <div className="grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_340px] gap-4">
+        <div className="min-w-0">
+          <div className="flex flex-wrap items-center gap-2">
+            <span className="text-[10px] font-semibold uppercase tracking-[0.2em] text-amber-400">今日结论</span>
+            {isRealtime ? (
+              <span className="rounded-full bg-emerald-500/10 px-2 py-0.5 text-[10px] text-emerald-400">实时</span>
+            ) : null}
+          </div>
+          <h2 className="mt-2 text-xl font-bold tracking-tight text-text-primary">{summary.headline}</h2>
+          <p className="mt-2 max-w-3xl text-sm leading-6 text-text-secondary">
+            {summary.detail}
+          </p>
+
+          <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
+            <DecisionList title="可以做什么" items={summary.canDo} tone="positive" />
+            <DecisionList title="不可以做什么" items={summary.cannotDo} tone="risk" />
+          </div>
+        </div>
+
+        <div className="grid grid-cols-3 gap-2 self-start">
+          <HeroMetric label="可操作" value={actionableCount} tone="text-red-400" />
+          <HeroMetric label="关注" value={watchCount} tone="text-amber-400" />
+          <HeroMetric label="观察" value={observeCount} tone="text-text-secondary" />
+          <HeroFact label="打法" value={board?.recommended_mode ?? "等待更新"} />
+          <HeroFact label="仓位" value={board?.position_suggestion ?? "等待更新"} />
+          <HeroFact label="风险" value={board?.risk_level ?? "等待更新"} />
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function ActionPanel({
+  actions,
+  focusQueue,
+  fallbackTitle,
+}: {
+  actions: ReturnType<typeof buildActionGuides>;
+  focusQueue: RecommendationData[];
+  fallbackTitle: string;
+}) {
+  return (
+    <div className="space-y-4">
+      <div className="glass-card-static p-4 md:p-5">
+        <div className="flex items-center justify-between gap-3">
+          <div>
+            <h3 className="text-sm font-semibold text-text-primary">今天该做什么</h3>
+            <p className="mt-1 text-xs text-text-muted">把市场结论拆成可执行动作，而不是只给情绪描述。</p>
+          </div>
+          <a href="/strategy" className="text-xs text-text-muted transition-colors hover:text-amber-400">
+            系统校准
+          </a>
+        </div>
+
+        <div className="mt-4 grid grid-cols-1 md:grid-cols-3 gap-3">
+          <ActionBucket title="优先动作" items={actions.priority} tone="priority" />
+          <ActionBucket title="观察队列" items={actions.watch} tone="watch" />
+          <ActionBucket title="回避事项" items={actions.avoid} tone="avoid" />
+        </div>
+      </div>
+
+      <div className="glass-card-static p-4 md:p-5">
+        <div className="flex items-center justify-between gap-3">
+          <div>
+            <h3 className="text-sm font-semibold text-text-primary">{fallbackTitle}</h3>
+            <p className="mt-1 text-xs text-text-muted">只展示最该盯的少量标的，避免首页无限拉长。</p>
+          </div>
+          <a href="/recommendations" className="text-xs text-text-muted transition-colors hover:text-amber-400">
+            全部推荐
+          </a>
+        </div>
+
+        <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
+          {focusQueue.length ? (
+            focusQueue.map((rec) => <FocusStockCard key={rec.ts_code} rec={rec} />)
+          ) : (
+            <div className="col-span-full rounded-2xl border border-border-subtle bg-surface-1/70 p-6 text-center text-sm text-text-muted">
+              暂无标的，等待新一轮扫描输出。
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function ExecutionPanel({
+  recommendations,
+  actionableCount,
+  watchCount,
+  observeCount,
   isAdmin,
+  opsStatus,
   refreshing,
-  onRefresh,
   opsRunning,
+  onRefresh,
   onAction,
 }: {
-  opsStatus: OpsStatusResponse;
-  isAdmin: boolean;
+  recommendations: RecommendationData[];
+  actionableCount: number;
+  watchCount: number;
+  observeCount: number;
+  isAdmin?: boolean;
+  opsStatus: OpsStatusResponse | null;
   refreshing: boolean;
-  onRefresh: () => void;
   opsRunning: string | null;
+  onRefresh: () => void;
   onAction: (action: "update_tracking" | "generate_strategy_board" | "generate_strategy_iteration") => void;
 }) {
   return (
-    <div className="glass-card-static p-4 animate-fade-in-up">
-      <div className="flex flex-wrap items-center justify-between gap-3">
-        <div>
-          <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">Admin Ops</div>
-          <div className="text-xs text-text-muted mt-2">
-            {opsStatus.data_freshness.message}
+    <div className="space-y-4">
+      <div className="glass-card-static p-4 md:p-5">
+        <h3 className="text-sm font-semibold text-text-primary">执行入口</h3>
+        <p className="mt-1 text-xs text-text-muted">不同任务进入不同页面，首页只保留关键入口和现状摘要。</p>
+
+        <div className="mt-4 grid grid-cols-1 gap-3">
+          <NavCard
+            href="/recommendations"
+            title="推荐池"
+            description={`当前 ${recommendations.length} 只候选，${actionableCount} 只可操作，${watchCount} 只重点关注。`}
+          />
+          <NavCard
+            href="/watchlist"
+            title="自选股"
+            description="查看你的自选股跟踪、AI 诊断与定时分析结果。"
+          />
+          <NavCard
+            href="/strategy"
+            title="系统校准"
+            description="看系统近期方法是否有效、哪里失效，以及下一轮该怎么调整。"
+          />
+          <NavCard
+            href="/chat"
+            title="AI 对话"
+            description="用于追问个股、板块和策略，不承担首页主决策职责。"
+          />
+        </div>
+
+        <div className="mt-4 rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
+          <div className="flex items-center justify-between gap-3">
+            <span className="text-[11px] font-semibold text-text-secondary">推荐池状态</span>
+            <span className="text-[11px] text-text-muted">{recommendations.length} 只</span>
+          </div>
+          <div className="mt-2 grid grid-cols-3 gap-2 text-center">
+            <MiniCount label="可操作" value={actionableCount} tone="text-red-400" />
+            <MiniCount label="重点关注" value={watchCount} tone="text-amber-400" />
+            <MiniCount label="观察" value={observeCount} tone="text-text-secondary" />
           </div>
         </div>
-        <div className="flex flex-wrap items-center gap-2 text-[11px] text-text-muted">
-          <span>市场 {opsStatus.data_freshness.market_trade_date || "暂无"}</span>
-          <span>板块 {opsStatus.data_freshness.sector_trade_date || "暂无"}</span>
-          <span>跟踪 {opsStatus.data_freshness.tracking_trade_date || "暂无"}</span>
-          <span>{opsStatus.scan_running ? "扫描中" : "空闲"}</span>
-        </div>
       </div>
-      {isAdmin ? (
-        <div className="flex flex-wrap gap-2 mt-3">
-          <button
-            onClick={onRefresh}
-            disabled={refreshing || !!opsRunning}
-            className="text-xs px-3 py-2 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl hover:from-amber-500/30 hover:to-amber-600/25 disabled:opacity-40 transition-all border border-amber-500/10"
-          >
-            {refreshing ? "扫描中..." : "立即扫描"}
-          </button>
-          <button
-            onClick={() => onAction("update_tracking")}
-            disabled={refreshing || !!opsRunning}
-            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
-          >
-            {opsRunning === "update_tracking" ? "更新中..." : "更新跟踪"}
-          </button>
-          <button
-            onClick={() => onAction("generate_strategy_board")}
-            disabled={refreshing || !!opsRunning}
-            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
-          >
-            {opsRunning === "generate_strategy_board" ? "生成中..." : "生成策略板"}
-          </button>
-          <button
-            onClick={() => onAction("generate_strategy_iteration")}
-            disabled={refreshing || !!opsRunning}
-            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
-          >
-            {opsRunning === "generate_strategy_iteration" ? "生成中..." : "生成策略复盘"}
-          </button>
-          <a href="/strategy" className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors">
-            查看策略复盘
-          </a>
-          <a href="/recommendations" className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-amber-400 transition-colors">
-            查看推荐闭环
-          </a>
+
+      {isAdmin && opsStatus ? (
+        <div className="glass-card-static p-4">
+          <div className="flex items-center justify-between gap-3">
+            <div>
+              <h3 className="text-sm font-semibold text-text-primary">管理员任务中心</h3>
+              <p className="mt-1 text-xs text-text-muted">{opsStatus.data_freshness.message}</p>
+            </div>
+            <span className="rounded-full bg-surface-2 px-2 py-0.5 text-[10px] text-text-muted">
+              {opsStatus.scan_running ? "扫描中" : "空闲"}
+            </span>
+          </div>
+
+          <div className="mt-3 grid grid-cols-2 gap-2 text-[11px] text-text-muted">
+            <FreshnessPill label="市场" value={opsStatus.data_freshness.market_trade_date || "暂无"} />
+            <FreshnessPill label="板块" value={opsStatus.data_freshness.sector_trade_date || "暂无"} />
+            <FreshnessPill label="跟踪" value={opsStatus.data_freshness.tracking_trade_date || "暂无"} />
+            <FreshnessPill label="推荐" value={opsStatus.data_freshness.last_recommendation_created_at || "暂无"} />
+          </div>
+
+          <div className="mt-3 flex flex-wrap gap-2">
+            <button
+              onClick={onRefresh}
+              disabled={refreshing || !!opsRunning}
+              className="rounded-xl border border-amber-500/15 bg-amber-500/10 px-3 py-2 text-xs text-amber-400 disabled:opacity-40"
+            >
+              {refreshing ? "扫描中..." : "立即扫描"}
+            </button>
+            <button
+              onClick={() => onAction("update_tracking")}
+              disabled={refreshing || !!opsRunning}
+              className="rounded-xl border border-border-subtle bg-surface-1 px-3 py-2 text-xs text-text-secondary disabled:opacity-40"
+            >
+              {opsRunning === "update_tracking" ? "更新中..." : "更新跟踪"}
+            </button>
+            <button
+              onClick={() => onAction("generate_strategy_board")}
+              disabled={refreshing || !!opsRunning}
+              className="rounded-xl border border-border-subtle bg-surface-1 px-3 py-2 text-xs text-text-secondary disabled:opacity-40"
+            >
+              {opsRunning === "generate_strategy_board" ? "生成中..." : "生成策略板"}
+            </button>
+          </div>
         </div>
       ) : null}
     </div>
   );
 }
 
-function EvidenceHeader({ title }: { title: string }) {
-  return (
-    <div>
-      <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">
-        {title}
-      </h2>
-    </div>
-  );
-}
-
-function MissionControl({
-  board,
-  recommendations,
-  sectors,
-  strategyProfile,
+function DecisionList({
+  title,
+  items,
+  tone,
 }: {
-  board: StrategyBoard | null;
-  recommendations: LatestResult["recommendations"];
-  sectors: SectorData[];
-  strategyProfile: LatestResult["strategy_profile"];
+  title: string;
+  items: string[];
+  tone: "positive" | "risk";
 }) {
-  const actionable = recommendations.filter((rec) => rec.action_plan === "可操作");
-  const watch = recommendations.filter((rec) => rec.action_plan === "重点关注");
-  const observe = recommendations.filter((rec) => !["可操作", "重点关注"].includes(rec.action_plan ?? ""));
-  const topSectors = sectors.slice(0, 3);
-  const risks = board?.avoid_rules?.length ? board.avoid_rules : ["等待市场状态和推荐结果更新后生成风险约束。"];
-  const primaryQueue = (actionable.length ? actionable : watch).slice(0, 3);
-  const laneTitle = actionable.length ? "优先执行" : watch.length ? "候选观察" : "等待信号";
-  const strategyName = strategyProfile?.name && strategyProfile.name !== "当前推荐策略"
-    ? strategyProfile.name
-    : board?.recommended_mode ?? "待定";
-  const strategyHint = strategyProfile?.description ?? "结合市场状态与主线强弱得出的出手方式";
-  const isRealtimeBoard = board?.data_mode === "realtime_today";
-  const topSectorEvidence = topSectors.map((sector) => ({
-    key: sector.sector_code,
-    name: sector.sector_name,
-    pct: sector.realtime_pct_change ?? sector.pct_change,
-    breadth: sector.realtime_up_count != null && sector.realtime_down_count != null
-      ? `${sector.realtime_up_count}/${sector.realtime_down_count}`
-      : null,
-    turnover: sector.realtime_turnover_rate,
-  }));
+  const dotClass = tone === "positive" ? "bg-emerald-400" : "bg-amber-400";
 
   return (
-    <div className="glass-card-static px-4 py-4 md:px-5 md:py-4 overflow-hidden relative animate-fade-in-up">
-      <div className="absolute right-[-100px] top-[-120px] w-72 h-72 rounded-full bg-amber-500/[0.04] blur-3xl pointer-events-none" />
-      <div className="relative grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_280px] gap-3">
-        <div className="min-w-0 space-y-2.5">
-          <div className="flex flex-wrap items-center justify-between gap-2">
-            <div className="flex flex-wrap items-center gap-2">
-              <span className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">今日结论</span>
-              {isRealtimeBoard && (
-                <span className="text-[10px] px-2 py-0.5 rounded-full border border-emerald-500/15 bg-emerald-500/10 text-emerald-400">
-                  今日实时
-                </span>
-              )}
-              {board?.generated_by === "rules+llm" && (
-                <span className="text-[10px] px-2 py-0.5 rounded-full border border-cyan-500/15 bg-cyan-500/10 text-cyan-400">AI增强</span>
-              )}
-            </div>
-            <a href="/recommendations" className="text-[11px] text-text-muted hover:text-amber-400 transition-colors">
-              推荐池
-            </a>
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
+      <div className="text-[11px] font-semibold text-text-secondary">{title}</div>
+      <div className="mt-2 space-y-2">
+        {items.map((item, index) => (
+          <div key={`${title}-${index}`} className="flex items-start gap-2 text-sm text-text-secondary">
+            <span className={`mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full ${dotClass}`} />
+            <span>{item}</span>
           </div>
-
-          <div className="grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_200px] gap-2.5 items-start">
-            <div className="min-w-0">
-              <h2 className="text-lg md:text-[1.2rem] font-bold tracking-tight truncate">
-                {board?.market_regime ?? "等待市场状态"}
-              </h2>
-              <p className="text-[12px] text-text-secondary leading-relaxed mt-1 max-w-3xl line-clamp-2">
-                {board?.summary ?? "系统尚未生成今日作战结论。触发扫描后，将基于市场温度、板块主线、推荐生命周期和策略复盘生成操作框架。"}
-              </p>
-              {board?.trade_date && (
-                <div className="text-[10px] text-text-muted mt-1">
-                  {isRealtimeBoard ? `分析日期 ${board.trade_date} · 今日实时优先` : `数据日期 ${board.trade_date}`}
-                </div>
-              )}
-            </div>
-            <div className="grid grid-cols-3 lg:grid-cols-1 gap-1.5">
-              <CommandMetric label="可操作" value={actionable.length} description="盯盘" />
-              <CommandMetric label="关注" value={watch.length} description="等确认" />
-              <CommandMetric label="观察" value={observe.length} description="不追" />
-            </div>
-          </div>
-
-          <div className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-4 gap-1.5">
-            <CompactDecision label="今日打法" value={strategyName} extra={strategyHint} />
-            <CompactDecision label="仓位建议" value={board?.position_suggestion ?? "等待判断"} extra="今天建议的进攻上限" />
-            <CompactDecision label="市场倾向" value={board?.action_bias ?? "等待确认"} extra={`风险 ${board?.risk_level ?? "-"}`} />
-            <CompactDecision label="风险约束" value={risks[0] ?? "暂无"} extra={risks[1] ?? "等待更多市场证据"} />
-          </div>
-
-          <div className="rounded-xl bg-surface-1/70 border border-border-subtle p-2.5">
-            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">主线证据</div>
-            {topSectorEvidence.length ? (
-              <div className="grid grid-cols-1 md:grid-cols-3 gap-2">
-                {topSectorEvidence.map((sector) => (
-                  <div key={sector.key} className="rounded-lg bg-surface-2/70 border border-border-subtle px-2.5 py-2">
-                    <div className="flex items-center justify-between gap-2">
-                      <span className="text-[12px] font-semibold text-text-primary truncate">{sector.name}</span>
-                      <span className={`text-[11px] font-mono tabular-nums ${sector.pct >= 0 ? "text-red-400" : "text-emerald-400"}`}>
-                        {sector.pct > 0 ? "+" : ""}{sector.pct.toFixed(2)}%
-                      </span>
-                    </div>
-                    <div className="flex flex-wrap items-center gap-2 mt-1 text-[10px] text-text-muted">
-                      {sector.breadth ? <span>涨跌 {sector.breadth}</span> : null}
-                      {sector.turnover != null ? <span>换手 {sector.turnover.toFixed(1)}%</span> : null}
-                    </div>
-                  </div>
-                ))}
-              </div>
-            ) : (
-              <span className="text-xs text-text-muted">暂无主线板块</span>
-            )}
-          </div>
-        </div>
-
-        <div className="rounded-2xl bg-surface-1/70 border border-border-subtle p-3">
-          <div className="flex items-center justify-between gap-3">
-            <SectionTitle title={laneTitle} />
-            <span className="text-[10px] text-text-muted">{primaryQueue.length}只</span>
-          </div>
-          <div className="mt-2.5 space-y-1.5">
-            {primaryQueue.length ? (
-              primaryQueue.map((rec) => (
-                <CompactMissionStock key={`mission-${rec.ts_code}`} rec={rec} />
-              ))
-            ) : (
-              <div className="rounded-lg bg-surface-2/60 border border-border-subtle p-3 text-center">
-                <div className="text-xs text-text-muted">暂无执行标的</div>
-                <div className="text-[11px] text-text-muted/50 mt-0.5">等待扫描生成可操作或重点关注列表</div>
-              </div>
-            )}
-          </div>
-          <a
-            href="/strategy"
-            className="inline-flex items-center justify-center mt-3 w-full rounded-xl border border-border-subtle bg-surface-2/60 px-3 py-2 text-[11px] text-text-muted hover:text-amber-400 hover:border-amber-500/20 transition-colors"
-          >
-            查看策略复盘
-          </a>
-        </div>
+        ))}
       </div>
     </div>
   );
 }
 
-function CompactDecision({ label, value, extra }: { label: string; value: string; extra: string }) {
+function HeroMetric({ label, value, tone }: { label: string; value: number; tone: string }) {
   return (
-    <div className="rounded-lg bg-surface-2 px-3 py-2">
-      <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{label}</div>
-      <div className="text-sm font-semibold text-text-primary mt-0.5 line-clamp-1">{value}</div>
-      {extra ? <div className="text-[10px] text-text-muted mt-0.5 line-clamp-2">{extra}</div> : null}
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 px-3 py-3 text-center">
+      <div className="text-[10px] uppercase tracking-wider text-text-muted">{label}</div>
+      <div className={`mt-1 text-xl font-bold font-mono tabular-nums ${tone}`}>{value}</div>
     </div>
   );
 }
 
-function CompactMissionStock({ rec }: { rec: LatestResult["recommendations"][number] }) {
-  const actionStyle: Record<string, string> = {
-    "可操作": "bg-red-500/15 text-red-400 border-red-500/20",
-    "重点关注": "bg-amber-500/15 text-amber-400 border-amber-500/20",
-    "观察": "bg-surface-3 text-text-muted border-border-default",
-  };
-  const aiConviction = rec.llm_score != null ? Math.round(rec.llm_score) : null;
+function HeroFact({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 px-3 py-3">
+      <div className="text-[10px] uppercase tracking-wider text-text-muted">{label}</div>
+      <div className="mt-1 text-xs font-semibold leading-5 text-text-secondary line-clamp-2">{value}</div>
+    </div>
+  );
+}
+
+function ActionBucket({
+  title,
+  items,
+  tone,
+}: {
+  title: string;
+  items: string[];
+  tone: "priority" | "watch" | "avoid";
+}) {
+  const toneClass =
+    tone === "priority"
+      ? "bg-red-500/8 text-red-400"
+      : tone === "watch"
+        ? "bg-amber-500/8 text-amber-400"
+        : "bg-surface-2 text-text-muted";
+
+  return (
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
+      <div className={`inline-flex rounded-lg px-2 py-1 text-[10px] font-semibold uppercase tracking-wider ${toneClass}`}>
+        {title}
+      </div>
+      <div className="mt-3 space-y-2">
+        {items.map((item, index) => (
+          <div key={`${title}-${index}`} className="rounded-xl bg-surface-2/70 px-3 py-2 text-sm leading-6 text-text-secondary">
+            {item}
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}
+
+function FocusStockCard({ rec }: { rec: RecommendationData }) {
+  const badgeClass =
+    rec.action_plan === "可操作"
+      ? "border-red-500/20 bg-red-500/10 text-red-400"
+      : rec.action_plan === "重点关注"
+        ? "border-amber-500/20 bg-amber-500/10 text-amber-400"
+        : "border-border-subtle bg-surface-2 text-text-muted";
 
   return (
     <a
       href={`/stock/${rec.ts_code}`}
-      className="block rounded-lg bg-surface-2/60 border border-border-subtle px-3 py-2 hover:border-amber-500/20 transition-colors"
+      className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4 transition-colors hover:border-amber-500/20"
     >
-      <div className="flex items-center justify-between gap-3">
+      <div className="flex items-start justify-between gap-3">
         <div className="min-w-0">
-          <div className="flex items-center gap-1.5 min-w-0">
-            <span className="text-sm font-semibold truncate">{rec.name}</span>
-            <span className={`shrink-0 text-[10px] px-1.5 py-0.5 rounded-md border ${actionStyle[rec.action_plan ?? "观察"] ?? actionStyle["观察"]}`}>
-              {rec.action_plan ?? "观察"}
-            </span>
-          </div>
-          <div className="text-[10px] text-text-muted font-mono tabular-nums mt-0.5 truncate">
-            {rec.ts_code} · {rec.sector}
+          <div className="flex items-center gap-2">
+            <span className="text-sm font-semibold text-text-primary">{rec.name}</span>
+            <span className={`rounded-lg border px-2 py-0.5 text-[10px] ${badgeClass}`}>{rec.action_plan ?? "观察"}</span>
           </div>
+          <div className="mt-1 text-[11px] text-text-muted font-mono tabular-nums">{rec.ts_code} · {rec.sector}</div>
         </div>
-        <div className="shrink-0 text-right">
-          {aiConviction != null ? (
-            <>
-              <div className="text-xs font-mono tabular-nums text-cyan-400/80">AI {aiConviction}/10</div>
-              <div className="text-[10px] text-text-muted">{rec.action_plan ?? "观察"}</div>
-            </>
-          ) : (
-            <>
-              <div className="text-xs text-text-secondary">{rec.action_plan ?? "观察"}</div>
-              <div className="text-[10px] text-text-muted">参考分 {Math.round(rec.score)}</div>
-            </>
-          )}
+        <div className="text-right">
+          <div className="text-xs font-mono tabular-nums text-text-secondary">{Math.round(rec.score)}</div>
+          <div className="mt-0.5 text-[10px] text-text-muted">参考分</div>
         </div>
       </div>
-      <div className="mt-1.5 text-[11px] text-text-secondary leading-relaxed line-clamp-1">
-        {rec.trigger_condition ?? rec.entry_timing ?? rec.reasons?.[0] ?? "等待触发条件确认"}
+
+      <div className="mt-3 text-sm leading-6 text-text-secondary">
+        {rec.trigger_condition ?? rec.entry_timing ?? rec.prefilter_reason ?? rec.reasons?.[0] ?? "等待新的触发条件。"}
       </div>
+
+      {(rec.invalidation_condition || rec.risk_note) ? (
+        <div className="mt-3 rounded-xl bg-surface-2/70 px-3 py-2 text-[11px] leading-5 text-text-muted">
+          风险: {rec.invalidation_condition ?? rec.risk_note}
+        </div>
+      ) : null}
     </a>
   );
 }
 
-function CommandMetric({ label, value, description }: { label: string; value: number; description: string }) {
+function NavCard({ href, title, description }: { href: string; title: string; description: string }) {
   return (
-    <div className="rounded-lg bg-surface-1/70 border border-border-subtle px-2.5 py-2">
-      <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{label}</div>
-      <div className="flex items-baseline justify-between gap-2 mt-0.5">
-        <div className="text-lg font-bold font-mono tabular-nums text-text-primary">{value}</div>
-        <div className="text-[10px] text-text-muted">{description}</div>
-      </div>
+    <a href={href} className="rounded-2xl border border-border-subtle bg-surface-1/70 p-3 transition-colors hover:border-amber-500/20">
+      <div className="text-sm font-semibold text-text-primary">{title}</div>
+      <div className="mt-1 text-xs leading-5 text-text-muted">{description}</div>
+    </a>
+  );
+}
+
+function MiniCount({ label, value, tone }: { label: string; value: number; tone: string }) {
+  return (
+    <div className="rounded-xl bg-surface-2/70 px-2 py-2">
+      <div className="text-[10px] text-text-muted">{label}</div>
+      <div className={`mt-1 text-sm font-semibold font-mono tabular-nums ${tone}`}>{value}</div>
     </div>
   );
 }
 
-function SectionTitle({ title }: { title: string }) {
+function FreshnessPill({ label, value }: { label: string; value: string }) {
   return (
-    <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">
-      {title}
+    <div className="rounded-xl bg-surface-1/70 px-2.5 py-2">
+      <div className="text-[10px] text-text-muted">{label}</div>
+      <div className="mt-1 truncate text-[11px] text-text-secondary">{value}</div>
     </div>
   );
 }
+
+function buildMarketSummary(
+  marketTemperature: MarketTemperatureData | null,
+  board: StrategyBoard | null,
+  scanStatus: ScanStatus | null,
+  actionableCount: number,
+  watchCount: number
+) {
+  const temp = marketTemperature?.temperature ?? board?.metrics.temperature ?? 0;
+  const headline =
+    board?.market_regime ??
+    (temp >= 70 ? "市场偏强，可以围绕主线进攻" :
+      temp >= 50 ? "市场可做，但只做确认机会" :
+      temp >= 30 ? "市场分化，轻仓试错" :
+      "市场偏弱，以观察为主");
+
+  const detail =
+    board?.summary ??
+    (scanStatus?.is_trading
+      ? "当前使用盘中实时数据判断市场，重点在节奏、仓位和主线强弱，而不是静态分数。"
+      : "当前以收盘后数据为主，适合复盘主线、更新候选池和准备下一交易日。");
+
+  const canDo = [
+    actionableCount > 0 ? `优先只看 ${actionableCount} 只可操作标的，避免在杂波里分散注意力。` : "没有明确可操作标的时，只保留观察，不主动开新仓。",
+    watchCount > 0 ? `重点关注 ${watchCount} 只等待确认的标的，等放量、回流或分歧转一致。` : "把注意力放在最强板块前排，而不是平均分配给所有候选。",
+    board?.position_suggestion ?? (temp >= 50 ? "仓位可以试错，但不要脱离主线。" : "控制仓位，等待更强确认。"),
+  ];
+
+  const cannotDo = [
+    board?.avoid_rules?.[0] ?? "不要追后排、跟风和没有板块支撑的个股。",
+    board?.avoid_rules?.[1] ?? (temp < 50 ? "不要因为个别异动就误判成全面回暖。" : "不要把盘中脉冲当成全天主线。"),
+    temp < 40 ? "不要扩大仓位做逆势试错。" : "不要脱离纪律随意切换题材。",
+  ];
+
+  return { headline, detail, canDo, cannotDo };
+}
+
+function buildActionGuides(
+  board: StrategyBoard | null,
+  marketTemperature: MarketTemperatureData | null,
+  actionable: RecommendationData[],
+  watch: RecommendationData[],
+  observe: RecommendationData[],
+  sectors: SectorData[]
+) {
+  const topSectors = (board?.watch_sectors?.slice(0, 2) ?? []).map((sector) => sector.sector_name);
+  const backupSectors = sectors.slice(0, 2).map((sector) => sector.sector_name);
+  const focusSectors = topSectors.length ? topSectors : backupSectors;
+  const temp = marketTemperature?.temperature ?? board?.metrics.temperature ?? 0;
+
+  const priority = [
+    actionable[0]
+      ? `先盯 ${actionable[0].name}${actionable[0].trigger_condition ? `，触发条件是 ${actionable[0].trigger_condition}` : " 的确认信号"}。`
+      : focusSectors[0]
+        ? `主看 ${focusSectors[0]} 前排是否继续强化，再决定是否参与。`
+        : "先观察龙头强度和市场承接，等待更清晰信号。",
+    focusSectors[1]
+      ? `把 ${focusSectors.slice(0, 2).join("、")} 作为主线池，不要同时追太多方向。`
+      : "今天只围绕一条最强主线做决策，避免来回切换。",
+    temp >= 50 ? "优先做分歧后的回流和确认，不做无量冲高。" : "优先保守观察，只有最强确认才考虑出手。",
+  ];
+
+  const watchItems = [
+    watch[0]
+      ? `${watch[0].name} 处于等待确认阶段，先看量能、板块回流和前排承接。`
+      : focusSectors[0]
+        ? `${focusSectors[0]} 仍值得盯，但不满足确认前不追。`
+        : "观察是否会出现新的主线聚焦。",
+    watch[1]
+      ? `${watch[1].name} 适合放进观察队列，不在首页直接下结论。`
+      : "盘中若出现新热点，先确认是否有板块扩散，再决定是否纳入观察。",
+    observe.length > 0 ? `其余 ${observe.length} 只候选保持后台观察，不占用首页决策空间。` : "没有必要在首页堆更多弱标的。",
+  ];
+
+  const avoid = [
+    board?.avoid_rules?.[0] ?? "回避没有主线归属、没有触发条件的个股。",
+    board?.avoid_rules?.[1] ?? "回避后排补涨和尾盘情绪化拉升。",
+    temp < 40 ? "回避逆势加仓和高频换股。" : "回避脱离计划的追涨杀跌。",
+  ];
+
+  return { priority, watch: watchItems, avoid };
+}

frontend/src/app/(auth)/strategy/page.tsx

@@ -1,8 +1,13 @@
 "use client";
 
-import { useEffect, useState, useCallback } from "react";
+import { useCallback, useEffect, useMemo, useState } from "react";
 import { fetchAPI } from "@/lib/api";
-import type { PerformanceStats, StrategyIterationReport, StrategyStat, StrategyAdjustment } from "@/lib/api";
+import type {
+  PerformanceStats,
+  StrategyAdjustment,
+  StrategyIterationReport,
+  StrategyStat,
+} from "@/lib/api";
 
 const ACTION_LABELS: Record<string, string> = {
   tighten: "收紧",
@@ -34,6 +39,8 @@ export default function StrategyPage() {
     loadData();
   }, [loadData]);
 
+  const diagnosis = useMemo(() => buildCalibrationDiagnosis(iteration, performance), [iteration, performance]);
+
   if (loading) {
     return (
       <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 space-y-4">
@@ -46,84 +53,216 @@ export default function StrategyPage() {
   return (
     <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
       <div className="animate-fade-in-up">
-        <h1 className="text-xl font-bold tracking-tight">策略复盘</h1>
+        <h1 className="text-xl font-bold tracking-tight">系统校准</h1>
+        <p className="mt-1 text-sm text-text-muted">
+          这里不是告诉你今天买什么，而是告诉系统最近什么方法有效、什么方法无效、下一轮该怎么改。
+        </p>
       </div>
 
-      <div className="grid grid-cols-2 lg:grid-cols-4 gap-3 animate-fade-in-up">
-        <MetricCard label="复盘样本" value={iteration?.sample_size ?? 0} />
-        <MetricCard label="整体胜率" value={`${(performance?.win_rate ?? 0).toFixed(1)}%`} tone={(performance?.win_rate ?? 0) >= 50 ? "up" : "down"} />
-        <MetricCard label="平均收益" value={`${(performance?.avg_return ?? 0) > 0 ? "+" : ""}${(performance?.avg_return ?? 0).toFixed(2)}%`} tone={(performance?.avg_return ?? 0) >= 0 ? "up" : "down"} />
-        <MetricCard label="平均回撤" value={`${(performance?.avg_max_drawdown ?? 0).toFixed(2)}%`} tone="down" />
+      <div className="glass-card-static p-4 md:p-5 animate-fade-in-up">
+        <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_320px] gap-4">
+          <div>
+            <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">系统当前判断</div>
+            <h2 className="mt-2 text-xl font-bold tracking-tight text-text-primary">{diagnosis.headline}</h2>
+            <p className="mt-2 max-w-3xl text-sm leading-6 text-text-secondary">{diagnosis.detail}</p>
+
+            <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
+              <DecisionList title="这页是做什么的" items={diagnosis.useFor} tone="positive" />
+              <DecisionList title="这页不是做什么的" items={diagnosis.notFor} tone="risk" />
+            </div>
+          </div>
+
+          <div className="grid grid-cols-2 gap-2 self-start">
+            <MetricCard label="复盘样本" value={iteration?.sample_size ?? 0} />
+            <MetricCard label="整体胜率" value={`${(performance?.win_rate ?? 0).toFixed(1)}%`} tone={(performance?.win_rate ?? 0) >= 50 ? "up" : "down"} />
+            <MetricCard label="平均收益" value={`${(performance?.avg_return ?? 0) > 0 ? "+" : ""}${(performance?.avg_return ?? 0).toFixed(2)}%`} tone={(performance?.avg_return ?? 0) >= 0 ? "up" : "down"} />
+            <MetricCard label="平均回撤" value={`${(performance?.avg_max_drawdown ?? 0).toFixed(2)}%`} tone="down" />
+            <MetricFact label="已跟踪" value={`${performance?.tracked ?? 0} 只`} />
+            <MetricFact label="本页角色" value="方法迭代，不做盘中执行" />
+          </div>
+        </div>
       </div>
 
       {iteration ? (
         <>
-          <div className="glass-card-static p-5 animate-fade-in-up">
-            <div className="flex flex-col lg:flex-row lg:items-start lg:justify-between gap-4">
-              <div>
-                <SectionTitle title="复盘摘要" />
-                <p className="text-sm text-text-secondary leading-relaxed mt-2 max-w-3xl">
-                  {iteration.summary}
-                </p>
+          <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_360px] gap-4">
+            <div className="glass-card-static p-5 animate-fade-in-up">
+              <div className="flex flex-col lg:flex-row lg:items-start lg:justify-between gap-4">
+                <div>
+                  <SectionTitle title="校准摘要" />
+                  <p className="mt-2 text-sm leading-7 text-text-secondary">
+                    {iteration.summary}
+                  </p>
+                </div>
+                <div className="shrink-0 text-[10px] text-text-muted font-mono tabular-nums">
+                  {new Date(iteration.generated_at).toLocaleString("zh-CN")}
+                </div>
               </div>
-              <div className="shrink-0 text-[10px] text-text-muted font-mono tabular-nums">
-                {new Date(iteration.generated_at).toLocaleString("zh-CN")}
+              {iteration.ai_analysis ? (
+                <div className="mt-4 rounded-2xl border border-cyan-500/10 bg-cyan-500/[0.04] p-4 text-sm leading-7 text-cyan-400/85">
+                  {iteration.ai_analysis}
+                </div>
+              ) : null}
+            </div>
+
+            <div className="glass-card-static p-5 animate-fade-in-up">
+              <SectionTitle title="应该怎么用" />
+              <div className="mt-3 space-y-3">
+                <UsageCard
+                  title="先看系统有没有偏掉"
+                  description="如果整体胜率、平均收益、回撤都在恶化，说明不是个股问题，而是推荐方法本身需要收紧。"
+                />
+                <UsageCard
+                  title="再看哪类方法有效"
+                  description="按策略、按信号拆开看，判断是突破、回踩还是某类策略最近更有效。"
+                />
+                <UsageCard
+                  title="最后把结果回写到下一轮"
+                  description="这里的目标不是描述过去，而是生成下一轮该加强、该降权、该观察的系统指令。"
+                />
               </div>
             </div>
-            {iteration.ai_analysis && (
-              <div className="mt-4 rounded-xl bg-cyan-500/[0.04] border border-cyan-500/10 p-4 text-sm text-cyan-400/85 leading-relaxed">
-                {iteration.ai_analysis}
-              </div>
-            )}
           </div>
 
           <div className="glass-card-static p-5 animate-fade-in-up">
-            <SectionTitle title="下一轮策略指令" />
-            <div className="space-y-3 mt-3">
-              {(iteration.adjustment_suggestions.length ? iteration.adjustment_suggestions : [
-                { target: "推荐系统", action: "observe", reason: "等待更多跟踪样本后再调整策略权重。", confidence: "低" },
-              ]).slice(0, 5).map((item, index) => (
+            <div className="flex items-center justify-between gap-3">
+              <SectionTitle title="下一轮系统指令" />
+              <span className="text-xs text-text-muted">这些结论应该影响下一轮推荐方法，而不是只停留在页面上。</span>
+            </div>
+            <div className="mt-4 space-y-3">
+              {(iteration.adjustment_suggestions.length
+                ? iteration.adjustment_suggestions
+                : [{ target: "推荐系统", action: "observe", reason: "等待更多跟踪样本后再调整策略权重。", confidence: "低" }]
+              ).slice(0, 6).map((item, index) => (
                 <NextInstruction key={`${item.target}-${index}`} item={item} index={index} />
               ))}
             </div>
           </div>
 
           <div className="grid grid-cols-1 lg:grid-cols-2 gap-4">
-            <StatsPanel title="按策略表现" stats={iteration.strategy_stats} />
-            <StatsPanel title="按信号表现" stats={iteration.signal_stats} />
+            <StatsPanel
+              title="哪些策略更有效"
+              description="看不同策略分组最近表现，判断哪类打法该保留、该削弱。"
+              stats={iteration.strategy_stats}
+            />
+            <StatsPanel
+              title="哪些信号更有效"
+              description="看突破、回踩、启动等信号的兑现质量，而不是只看出现频次。"
+              stats={iteration.signal_stats}
+            />
           </div>
 
           <div className="glass-card-static p-5 animate-fade-in-up">
-            <SectionTitle title="失败模式" />
-            <div className="space-y-2 mt-3">
-              {iteration.failure_patterns.map((pattern, index) => (
-                <div key={index} className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2.5 text-xs text-text-secondary leading-relaxed">
-                  {pattern}
+            <SectionTitle title="最近的失效模式" />
+            <div className="mt-2 text-xs text-text-muted">
+              这些不是给你盘中参考的，而是告诉系统哪些错误不该继续重复。
+            </div>
+            <div className="mt-4 space-y-2">
+              {iteration.failure_patterns.length ? (
+                iteration.failure_patterns.map((pattern, index) => (
+                  <div key={index} className="rounded-2xl border border-border-subtle bg-surface-1 px-3 py-3 text-sm leading-6 text-text-secondary">
+                    {pattern}
+                  </div>
+                ))
+              ) : (
+                <div className="rounded-2xl border border-border-subtle bg-surface-1 px-3 py-3 text-sm text-text-muted">
+                  暂无明确失效模式。
                 </div>
-              ))}
+              )}
             </div>
           </div>
         </>
       ) : (
         <div className="glass-card-static p-10 text-center">
-          <div className="text-text-muted text-sm">暂无策略复盘数据</div>
-          <div className="text-text-muted/50 text-xs mt-1">等待推荐跟踪产生后自动生成</div>
+          <div className="text-text-muted text-sm">暂无系统校准数据</div>
+          <div className="text-text-muted/50 text-xs mt-1">等待推荐进入跟踪和闭环后，再生成方法迭代结论</div>
         </div>
       )}
     </div>
   );
 }
 
-function NextInstruction({ item, index }: { item: StrategyAdjustment; index: number }) {
-  const verb = ACTION_LABELS[item.action] ?? item.action;
-  const color = item.action === "promote"
-    ? "text-red-400 bg-red-500/[0.04] border-red-500/15"
-    : item.action === "tighten" || item.action === "reduce"
-    ? "text-amber-400 bg-amber-500/[0.04] border-amber-500/15"
-    : "text-cyan-400 bg-cyan-500/[0.04] border-cyan-500/15";
+function buildCalibrationDiagnosis(
+  iteration: StrategyIterationReport | null,
+  performance: PerformanceStats | null
+) {
+  const winRate = performance?.win_rate ?? 0;
+  const avgReturn = performance?.avg_return ?? 0;
+  const tracked = performance?.tracked ?? 0;
+  const headline =
+    tracked < 10
+      ? "当前更像早期样本积累阶段"
+      : winRate >= 55 && avgReturn >= 0
+        ? "当前方法仍然有效，但需要持续校准"
+        : "当前方法出现退化，需要收紧与调整";
+
+  const detail =
+    iteration?.summary ??
+    (tracked < 10
+      ? "闭环样本还不够多，这一页更适合看方向性的偏差，而不是做强结论。"
+      : "这个页面的目标是判断推荐方法最近有没有偏掉，以及下一轮应该如何调整。");
+
+  const useFor = [
+    "验证系统最近推荐出来的东西，长期看是否真的有效。",
+    "识别哪类策略、哪类信号最近更有效或更容易失效。",
+    "把复盘结论转成下一轮推荐系统的收紧、加强或降权指令。",
+  ];
+
+  const notFor = [
+    "不是盘中决策页，不负责告诉你现在立刻买哪只股票。",
+    "不是板块行情页，不负责追踪今天最热方向。",
+    "不是个股详情页，不负责展开单只股票的全部逻辑。",
+  ];
+
+  return { headline, detail, useFor, notFor };
+}
+
+function DecisionList({
+  title,
+  items,
+  tone,
+}: {
+  title: string;
+  items: string[];
+  tone: "positive" | "risk";
+}) {
+  const dotClass = tone === "positive" ? "bg-emerald-400" : "bg-amber-400";
 
   return (
-    <div className={`rounded-xl border p-3 ${color}`}>
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
+      <div className="text-[11px] font-semibold text-text-secondary">{title}</div>
+      <div className="mt-2 space-y-2">
+        {items.map((item, index) => (
+          <div key={`${title}-${index}`} className="flex items-start gap-2 text-sm text-text-secondary">
+            <span className={`mt-1.5 h-1.5 w-1.5 shrink-0 rounded-full ${dotClass}`} />
+            <span className="leading-6">{item}</span>
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}
+
+function UsageCard({ title, description }: { title: string; description: string }) {
+  return (
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
+      <div className="text-sm font-semibold text-text-primary">{title}</div>
+      <div className="mt-1 text-xs leading-6 text-text-muted">{description}</div>
+    </div>
+  );
+}
+
+function NextInstruction({ item, index }: { item: StrategyAdjustment; index: number }) {
+  const verb = ACTION_LABELS[item.action] ?? item.action;
+  const color =
+    item.action === "promote"
+      ? "text-red-400 bg-red-500/[0.04] border-red-500/15"
+      : item.action === "tighten" || item.action === "reduce"
+        ? "text-amber-400 bg-amber-500/[0.04] border-amber-500/15"
+        : "text-cyan-400 bg-cyan-500/[0.04] border-cyan-500/15";
+
+  return (
+    <div className={`rounded-2xl border p-3 ${color}`}>
       <div className="flex items-start justify-between gap-3">
         <div>
           <div className="text-[10px] uppercase tracking-wider opacity-80 mb-1">
@@ -131,17 +270,26 @@ function NextInstruction({ item, index }: { item: StrategyAdjustment; index: num
           </div>
           <div className="text-sm font-semibold text-text-primary">{item.target}</div>
         </div>
-        <span className="text-[10px] px-2 py-0.5 rounded-full bg-surface-2 border border-border-subtle text-text-muted shrink-0">
+        <span className="shrink-0 rounded-full border border-border-subtle bg-surface-2 px-2 py-0.5 text-[10px] text-text-muted">
           置信 {item.confidence}
         </span>
       </div>
-      <div className="text-xs leading-relaxed text-text-secondary mt-2">{item.reason}</div>
+      <div className="mt-2 text-sm leading-6 text-text-secondary">{item.reason}</div>
     </div>
   );
 }
 
-function MetricCard({ label, value, tone }: { label: string; value: string | number; tone?: "up" | "down" }) {
+function MetricCard({
+  label,
+  value,
+  tone,
+}: {
+  label: string;
+  value: string | number;
+  tone?: "up" | "down";
+}) {
   const color = tone === "up" ? "text-red-400" : tone === "down" ? "text-emerald-400" : "text-text-primary";
+
   return (
     <div className="glass-card-static p-4">
       <div className="text-[10px] text-text-muted/60 mb-1">{label}</div>
@@ -150,27 +298,47 @@ function MetricCard({ label, value, tone }: { label: string; value: string | num
   );
 }
 
-function StatsPanel({ title, stats }: { title: string; stats: StrategyStat[] }) {
+function MetricFact({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="glass-card-static p-4">
+      <div className="text-[10px] text-text-muted/60 mb-1">{label}</div>
+      <div className="text-xs font-semibold leading-5 text-text-secondary">{value}</div>
+    </div>
+  );
+}
+
+function StatsPanel({
+  title,
+  description,
+  stats,
+}: {
+  title: string;
+  description: string;
+  stats: StrategyStat[];
+}) {
   return (
     <div className="glass-card-static p-5 animate-fade-in-up">
       <SectionTitle title={title} />
-      <div className="space-y-2 mt-3">
-        {stats.length ? stats.slice(0, 6).map((stat) => (
-          <div key={stat.name} className="rounded-xl bg-surface-1 border border-border-subtle p-3">
-            <div className="flex items-center justify-between gap-3 mb-2">
-              <div className="text-sm font-semibold text-text-primary truncate">{stat.name}</div>
-              <div className={`text-sm font-bold font-mono tabular-nums ${stat.avg_return > 0 ? "text-red-400" : stat.avg_return < 0 ? "text-emerald-400" : "text-text-secondary"}`}>
-                {stat.avg_return > 0 ? "+" : ""}{stat.avg_return.toFixed(2)}%
+      <div className="mt-1 text-xs text-text-muted">{description}</div>
+      <div className="space-y-2 mt-4">
+        {stats.length ? (
+          stats.slice(0, 6).map((stat) => (
+            <div key={stat.name} className="rounded-2xl bg-surface-1 border border-border-subtle p-3">
+              <div className="flex items-center justify-between gap-3 mb-2">
+                <div className="text-sm font-semibold text-text-primary truncate">{stat.name}</div>
+                <div className={`text-sm font-bold font-mono tabular-nums ${stat.avg_return > 0 ? "text-red-400" : stat.avg_return < 0 ? "text-emerald-400" : "text-text-secondary"}`}>
+                  {stat.avg_return > 0 ? "+" : ""}{stat.avg_return.toFixed(2)}%
+                </div>
+              </div>
+              <div className="grid grid-cols-4 gap-2 text-[10px] text-text-muted">
+                <StatCell label="样本" value={stat.count} />
+                <StatCell label="胜率" value={`${stat.win_rate.toFixed(1)}%`} />
+                <StatCell label="浮盈" value={`${stat.avg_max_return > 0 ? "+" : ""}${stat.avg_max_return.toFixed(1)}%`} />
+                <StatCell label="回撤" value={`${stat.avg_max_drawdown.toFixed(1)}%`} />
               </div>
             </div>
-            <div className="grid grid-cols-4 gap-2 text-[10px] text-text-muted">
-              <StatCell label="样本" value={stat.count} />
-              <StatCell label="胜率" value={`${stat.win_rate.toFixed(1)}%`} />
-              <StatCell label="浮盈" value={`${stat.avg_max_return > 0 ? "+" : ""}${stat.avg_max_return.toFixed(1)}%`} />
-              <StatCell label="回撤" value={`${stat.avg_max_drawdown.toFixed(1)}%`} />
-            </div>
-          </div>
-        )) : (
+          ))
+        ) : (
           <div className="text-sm text-text-muted">暂无分组数据</div>
         )}
       </div>

frontend/src/components/market-temp.tsx

@@ -22,107 +22,83 @@ export default function MarketTemp({ data, indices }: MarketTempProps) {
   const ratio = data.up_count / Math.max(data.down_count, 1);
   const hasBrokenRate = data.broken_rate != null && data.broken_rate > 0;
   const hasMaxStreak = data.max_streak != null && data.max_streak > 0;
+  const limitCountsReliable = data.limit_counts_reliable !== false;
+  const posture =
+    data.temperature >= 70 ? "可以积极进攻，但仍只围绕主线前排。" :
+    data.temperature >= 50 ? "可以试错，但要优先做确认后的机会。" :
+    data.temperature >= 30 ? "市场分化偏弱，控制仓位，只做最强方向。" :
+    "更适合观察，减少主动试错。";
+  const riskTag =
+    ratio > 1.2 ? "情绪偏正" :
+    ratio < 0.8 ? "空方占优" :
+    "多空拉锯";
 
   return (
     <div className="glass-card-static p-4 sm:p-5 animate-fade-in-up">
-      {/* Header */}
-      <div className="flex items-center justify-between mb-3 sm:mb-4">
+      <div className="flex items-start justify-between gap-3 mb-4">
         <div>
-          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">大盘温度证据</h2>
-          <p className="text-[10px] text-text-muted/60 mt-0.5">用于决定仓位上限和进攻/防守倾向</p>
+          <h2 className="text-sm font-semibold text-text-muted">市场状态</h2>
+          <p className="text-[10px] text-text-muted/60 mt-0.5">用于决定仓位、节奏和今天到底该不该出手。</p>
         </div>
         <span className="text-[10px] sm:text-xs text-text-muted font-mono tabular-nums">{data.trade_date}</span>
       </div>
 
-      {/* Top row: Gauge + Stats grid */}
-      <div className="flex items-center gap-3 sm:gap-5 mb-3 sm:mb-4">
-        {/* Circular gauge */}
-        <div className="relative w-16 sm:w-20 md:w-24 h-16 sm:h-20 md:h-24 flex-shrink-0">
-          <svg viewBox="0 0 100 100" className="w-full h-full -rotate-90">
-            <defs>
-              <linearGradient id="tempGrad" x1="0%" y1="0%" x2="100%" y2="0%">
-                <stop offset="0%" stopColor={color} stopOpacity="0.3" />
-                <stop offset="100%" stopColor={color} stopOpacity="1" />
-              </linearGradient>
-            </defs>
-            <circle cx="50" cy="50" r="40" fill="none" stroke="rgba(148,163,184,0.06)" strokeWidth="7" />
-            <circle
-              cx="50" cy="50" r="40" fill="none"
-              stroke="url(#tempGrad)" strokeWidth="7"
-              strokeDasharray={`${data.temperature * 2.51} 251`}
-              strokeLinecap="round"
-              className="transition-all duration-1000 ease-out"
-            />
-            <circle
-              cx="50" cy="50" r="40" fill="none"
-              stroke={color} strokeWidth="7"
-              strokeDasharray={`${data.temperature * 2.51} 251`}
-              strokeLinecap="round"
-              opacity="0.2"
-              filter="blur(4px)"
-            />
-          </svg>
-          <div className="absolute inset-0 flex flex-col items-center justify-center">
-            <span className="text-base sm:text-lg md:text-xl font-bold font-mono tabular-nums" style={{ color }}>{data.temperature}</span>
-            <span className="text-[10px] sm:text-xs text-text-muted font-medium mt-0.5">{label}</span>
+      <div className="rounded-2xl border border-border-subtle bg-surface-1 px-4 py-3 mb-4">
+        <div className="flex items-center justify-between gap-4">
+          <div>
+            <div className="text-[11px] text-text-muted">今日结论</div>
+            <div className="text-lg font-semibold mt-1" style={{ color }}>{label}</div>
+            <div className="text-xs text-text-secondary mt-2">{posture}</div>
+          </div>
+          <div className="text-right">
+            <div className="text-2xl font-mono tabular-nums font-bold" style={{ color }}>{data.temperature}</div>
+            <div className="text-[11px] text-text-muted mt-1">{riskTag}</div>
           </div>
-        </div>
-
-        {/* Key stats grid 3x2 */}
-        <div className="flex-1 grid grid-cols-3 gap-1.5 sm:gap-2">
-          <StatCard label="涨停">
-            <span className="text-red-400 font-mono tabular-nums font-semibold">{data.limit_up_count}</span>
-          </StatCard>
-          <StatCard label="跌停">
-            <span className="text-emerald-400 font-mono tabular-nums font-semibold">{data.limit_down_count ?? 0}</span>
-          </StatCard>
-          <StatCard label="涨跌比">
-            <span className={`font-mono tabular-nums font-semibold ${ratio > 1 ? "text-red-400" : "text-emerald-400"}`}>
-              {ratio.toFixed(2)}
-            </span>
-          </StatCard>
-          <StatCard label="上涨">
-            <span className="text-red-400 font-mono tabular-nums">{data.up_count}</span>
-          </StatCard>
-          <StatCard label="下跌">
-            <span className="text-emerald-400 font-mono tabular-nums">{data.down_count}</span>
-          </StatCard>
-          <StatCard label={hasMaxStreak ? "最高连板" : "连板"}>
-            <span className="text-amber-400 font-mono tabular-nums font-semibold">
-              {hasMaxStreak ? `${data.max_streak}连板` : "-"}
-            </span>
-          </StatCard>
         </div>
       </div>
 
-      {/* Middle row: Broken rate + MA20 */}
+      <div className="grid grid-cols-3 gap-2 mb-3">
+        <StatCard label="上涨/下跌">
+          <span className="font-mono tabular-nums text-text-primary">{data.up_count} / {data.down_count}</span>
+        </StatCard>
+        <StatCard label="涨跌比">
+          <span className={`font-mono tabular-nums font-semibold ${ratio > 1 ? "text-red-400" : "text-emerald-400"}`}>
+            {ratio.toFixed(2)}
+          </span>
+        </StatCard>
+        <StatCard label="最高连板">
+          <span className="text-amber-400 font-mono tabular-nums font-semibold">
+            {hasMaxStreak ? `${data.max_streak}连板` : "-"}
+          </span>
+        </StatCard>
+      </div>
+
       <div className="grid grid-cols-2 gap-2 mb-2">
         <div className="bg-surface-1 rounded-lg px-2 sm:px-3 py-2 border border-border-subtle">
-          <div className="text-[10px] sm:text-xs text-text-muted mb-0.5">炸板率</div>
-          {hasBrokenRate ? (
-            <div className="flex items-baseline gap-1">
-              <span className="text-xs sm:text-sm font-mono tabular-nums font-semibold text-amber-400">
-                {data.broken_rate!.toFixed(1)}%
-              </span>
-              {data.broken_rate! > 50 && (
-                <span className="text-[10px] sm:text-xs text-amber-500/60">偏高</span>
-              )}
-            </div>
-          ) : (
-            <span className="text-xs sm:text-sm text-text-muted/40">-</span>
-          )}
+          <div className="text-[10px] sm:text-xs text-text-muted mb-0.5">涨停 / 跌停</div>
+          <div className="text-xs sm:text-sm font-mono tabular-nums">
+            <span className="text-red-400 font-semibold">{limitCountsReliable ? data.limit_up_count : "--"}</span>
+            <span className="text-text-muted mx-1">/</span>
+            <span className="text-emerald-400 font-semibold">{limitCountsReliable ? (data.limit_down_count ?? 0) : "--"}</span>
+          </div>
         </div>
         <div className="bg-surface-1 rounded-lg px-2 sm:px-3 py-2 border border-border-subtle">
-          <div className="text-[10px] sm:text-xs text-text-muted mb-0.5">上证均线</div>
-          <div className="flex items-center gap-1.5">
+          <div className="text-[10px] sm:text-xs text-text-muted mb-0.5">风控提示</div>
+          <div className="flex items-center gap-1.5 text-xs sm:text-sm">
             <span className={`w-1.5 h-1.5 rounded-full ${data.index_above_ma20 ? "bg-red-400" : "bg-emerald-400"}`} />
-            <span className={`text-xs sm:text-sm font-semibold ${data.index_above_ma20 ? "text-red-400" : "text-emerald-400"}`}>
-              {data.index_above_ma20 ? "均线之上" : "均线之下"}
+            <span className={`${data.index_above_ma20 ? "text-red-400" : "text-emerald-400"}`}>
+              {data.index_above_ma20 ? "指数仍有承接" : "指数仍偏弱"}
             </span>
           </div>
         </div>
       </div>
 
+      {!limitCountsReliable && (
+        <div className="text-[10px] text-text-muted/60 mb-2">
+          涨停/跌停池实时计数暂未确认，当前未展示不可靠的 0 值。
+        </div>
+      )}
+
       {/* Bottom row: 3 major indices in one row */}
       {indices && indices.length > 0 && (
         <div className="grid grid-cols-3 gap-2">

frontend/src/components/nav.tsx

@@ -116,7 +116,7 @@ export function SidebarNav() {
     <nav className="flex-1 py-5 px-3 space-y-1">
       <SideNavItem href="/dashboard" icon={<DashboardIcon />} label="今日作战" />
       <SideNavItem href="/recommendations" icon={<TargetIcon />} label="推荐池" />
-      <SideNavItem href="/strategy" icon={<StrategyIcon />} label="策略复盘" />
+      <SideNavItem href="/strategy" icon={<StrategyIcon />} label="系统校准" />
       <SideNavItem href="/sectors" icon={<FireIcon />} label="板块主线" />
       <SideNavItem href="/watchlists" icon={<WatchlistIcon />} label="自选股" />
       <SideNavItem href="/diagnose" icon={<DiagnoseIcon />} label="个股诊断" />
@@ -155,7 +155,7 @@ export function MobileBottomNav() {
         <MobileNavItem href="/recommendations" label="推荐池">
           <TargetIcon />
         </MobileNavItem>
-        <MobileNavItem href="/strategy" label="策略">
+        <MobileNavItem href="/strategy" label="校准">
           <StrategyIcon />
         </MobileNavItem>
         <MobileNavItem href="/watchlists" label="自选">

frontend/src/components/sector-heatmap.tsx

@@ -3,115 +3,121 @@
 import type { SectorData } from "@/lib/api";
 import { formatNumber } from "@/lib/utils";
 
+function getSectorHeadline(sector: SectorData, index: number): string {
+  const pct = sector.realtime_pct_change ?? sector.pct_change;
+  const breadth = (sector.realtime_up_count ?? 0) - (sector.realtime_down_count ?? 0);
+  if (index === 0 && pct >= 2) return "当前最强主线，优先盯一致性";
+  if (breadth > 10) return "板块扩散明显，留意前排分歧后的回流";
+  if (pct > 0) return "仍在轮动窗口，观察能否继续放大";
+  return "强度一般，更适合观察不适合追高";
+}
+
+function getSectorFocus(sector: SectorData): string {
+  const leaders = sector.leading_stocks_realtime?.length
+    ? sector.leading_stocks_realtime
+    : (sector.leading_stocks ?? []);
+  if (leaders.length > 0) {
+    return `盯住 ${leaders.slice(0, 2).map((item) => item.name).join(" / ")} 的承接和回流。`;
+  }
+  if ((sector.realtime_up_count ?? 0) > (sector.realtime_down_count ?? 0)) {
+    return "板块内上涨家数占优，优先看前排继续强化。";
+  }
+  return "板块内分化较重，只保留观察，不追后排。";
+}
+
 export default function SectorHeatmap({ sectors }: { sectors: SectorData[] }) {
   if (!sectors.length) {
     return (
       <div className="glass-card-static p-5">
-        <h2 className="text-sm font-semibold text-text-muted mb-4">主线板块证据</h2>
+        <h2 className="text-sm font-semibold text-text-muted mb-4">今日主线</h2>
         <div className="text-sm text-text-muted text-center py-6">暂无数据</div>
       </div>
     );
   }
 
-  const maxScore = Math.max(...sectors.map((s) => s.heat_score));
+  const mainSectors = sectors.slice(0, 3);
   const hasRealtime = sectors.some((s) => s.is_realtime);
 
   return (
-    <div className="glass-card-static p-5">
-      <div className="flex items-center gap-2 mb-4">
+    <div className="glass-card-static p-4 sm:p-5 animate-fade-in-up">
+      <div className="flex items-start justify-between gap-3 mb-4">
         <div>
-          <h2 className="text-sm font-semibold text-text-muted">主线板块证据</h2>
-          <p className="text-[10px] text-text-muted/60 mt-0.5">用于验证推荐是否站在资金和赚钱效应方向上</p>
+          <h2 className="text-sm font-semibold text-text-muted">今日主线</h2>
+          <p className="text-[10px] text-text-muted/60 mt-0.5">
+            不是展示板块分数，而是告诉你今天该盯什么方向、看什么前排。
+          </p>
         </div>
         {hasRealtime && (
           <span className="text-[10px] px-1.5 py-0.5 rounded bg-emerald-500/10 text-emerald-400/80">
-            实时
+            今日实时
           </span>
         )}
       </div>
-      <div className="space-y-2">
-        {sectors.map((s, index) => {
-          const intensity = s.heat_score / Math.max(maxScore, 1);
-          // 盘中使用实时涨幅，否则用日级涨幅
-          const displayPct = s.realtime_pct_change ?? s.pct_change;
-          const isUp = displayPct > 0;
-          const isTop3 = index < 3;
-          // 盘中使用实时涨停数
-          const displayLimitUp = s.realtime_limit_up_count ?? s.limit_up_count;
-          const displayAmount = s.realtime_amount ?? s.capital_inflow;
-          const displayBreadth = s.realtime_up_count != null && s.realtime_down_count != null
-            ? `${s.realtime_up_count}/${s.realtime_down_count}`
-            : null;
 
-          // Bar width based on score relative to max
-          const barWidth = `${Math.max(intensity * 100, 15)}%`;
+      <div className="space-y-3">
+        {mainSectors.map((sector, index) => {
+          const pct = sector.realtime_pct_change ?? sector.pct_change;
+          const amount = sector.realtime_amount ?? sector.capital_inflow;
+          const up = sector.realtime_up_count;
+          const down = sector.realtime_down_count;
+          const leaders = sector.leading_stocks_realtime?.length
+            ? sector.leading_stocks_realtime
+            : (sector.leading_stocks ?? []);
 
           return (
-            <div
-              key={s.sector_code}
-              className="relative rounded-xl overflow-hidden animate-fade-in-up"
-              style={{ animationDelay: `${index * 40}ms` }}
-            >
-              {/* Colored bar background - width proportional to heat score */}
-              <div
-                className="absolute inset-y-0 left-0 rounded-xl transition-all duration-500"
-                style={{
-                  width: barWidth,
-                  background: isUp
-                    ? `linear-gradient(90deg, rgba(239, 68, 68, ${0.06 + intensity * 0.18}), rgba(239, 68, 68, ${0.02 + intensity * 0.06}))`
-                    : `linear-gradient(90deg, rgba(34, 197, 94, ${0.06 + intensity * 0.18}), rgba(34, 197, 94, ${0.02 + intensity * 0.06}))`,
-                }}
-              />
-
-              <div className="relative flex items-center justify-between px-3 py-3">
-                <div className="flex items-center gap-3">
-                  {/* Rank number */}
-                  <span className={`w-6 h-6 rounded-lg flex items-center justify-center text-xs font-bold shrink-0 ${
-                    index === 0
-                      ? "bg-gradient-to-br from-amber-500/30 to-amber-600/20 text-amber-400 border border-amber-500/20"
-                      : index === 1
-                      ? "bg-gradient-to-br from-slate-400/20 to-slate-500/15 text-slate-300 border border-slate-400/15"
-                      : index === 2
-                      ? "bg-gradient-to-br from-amber-700/20 to-amber-800/15 text-amber-400 border border-amber-600/15"
-                      : "bg-surface-2 text-text-muted border border-border-subtle"
-                  }`}>
-                    {index + 1}
-                  </span>
-                  <div>
-                    <span className={`text-sm font-medium ${isTop3 ? "text-text-primary" : "text-text-secondary"}`}>
-                      {s.sector_name}
+            <div key={sector.sector_code} className="rounded-2xl border border-border-subtle bg-surface-1 px-4 py-3">
+              <div className="flex items-start justify-between gap-4">
+                <div className="min-w-0">
+                  <div className="flex items-center gap-2">
+                    <span className={`w-6 h-6 rounded-lg flex items-center justify-center text-xs font-semibold ${
+                      index === 0
+                        ? "bg-amber-500/20 text-amber-400"
+                        : "bg-surface-2 text-text-secondary"
+                    }`}>
+                      {index + 1}
                     </span>
-                    {displayLimitUp > 0 && (
-                      <span className="text-xs text-text-muted ml-2">
-                        涨停 {displayLimitUp}
-                      </span>
-                    )}
+                    <div className="text-sm font-semibold text-text-primary">{sector.sector_name}</div>
+                  </div>
+                  <div className="text-xs text-text-secondary mt-2">
+                    {getSectorHeadline(sector, index)}
+                  </div>
+                  <div className="text-[11px] text-text-muted mt-1.5">
+                    {getSectorFocus(sector)}
                   </div>
                 </div>
-                <div className="flex items-center gap-4 text-sm">
-                  <span className={`font-mono tabular-nums ${displayAmount > 0 ? "text-red-400" : "text-emerald-400"}`}>
-                    {displayAmount > 0 ? "+" : ""}
-                    {formatNumber(displayAmount)}
-                  </span>
-                  <span className={`font-mono tabular-nums font-semibold min-w-[60px] text-right ${isUp ? "text-red-400" : "text-emerald-400"}`}>
-                    {displayPct > 0 ? "+" : ""}
-                    {displayPct.toFixed(2)}%
-                  </span>
-                  {displayBreadth && (
-                    <span className="font-mono tabular-nums text-xs text-text-secondary min-w-[56px] text-right">
-                      {displayBreadth}
-                    </span>
-                  )}
-                  {/* Heat score pill */}
-                  <span className={`font-mono tabular-nums text-xs font-semibold px-2 py-1 rounded-lg min-w-[36px] text-center ${
-                    isTop3
-                      ? "bg-amber-500/20 text-amber-400 border border-amber-500/15"
-                      : "bg-surface-3 text-text-muted border border-border-subtle"
-                  }`}>
-                    {s.heat_score.toFixed(0)}
-                  </span>
+
+                <div className="text-right shrink-0">
+                  <div className={`text-sm font-mono tabular-nums font-semibold ${pct >= 0 ? "text-red-400" : "text-emerald-400"}`}>
+                    {pct >= 0 ? "+" : ""}{pct.toFixed(2)}%
+                  </div>
+                  <div className="text-[11px] text-text-muted mt-1">
+                    {amount > 0 ? `成交 ${formatNumber(amount)}` : "成交额待补充"}
+                  </div>
                 </div>
               </div>
+
+              <div className="flex flex-wrap gap-2 mt-3 text-[11px]">
+                {up != null && down != null ? (
+                  <span className="px-2 py-1 rounded-lg bg-surface-2 text-text-secondary">
+                    广度 {up}/{down}
+                  </span>
+                ) : null}
+                {sector.stage ? (
+                  <span className="px-2 py-1 rounded-lg bg-surface-2 text-text-secondary">
+                    阶段 {sector.stage}
+                  </span>
+                ) : null}
+                {leaders[0] ? (
+                  <span className="px-2 py-1 rounded-lg bg-surface-2 text-text-secondary">
+                    前排 {leaders.slice(0, 2).map((item) => item.name).join(" / ")}
+                  </span>
+                ) : null}
+                {(sector.realtime_limit_up_count ?? sector.limit_up_count) > 0 ? (
+                  <span className="px-2 py-1 rounded-lg bg-red-500/10 text-red-400">
+                    涨停 {(sector.realtime_limit_up_count ?? sector.limit_up_count)}
+                  </span>
+                ) : null}
+              </div>
             </div>
           );
         })}

frontend/src/components/stock-card.tsx

@@ -3,15 +3,16 @@
 import { getLevelBadge } from "@/lib/utils";
 import type { RecommendationData } from "@/lib/api";
 
-export default function StockCard({ rec }: { rec: RecommendationData }) {
+export default function StockCard({ rec, compact = false }: { rec: RecommendationData; compact?: boolean }) {
   const badge = getLevelBadge(rec.level);
   const aiConviction = rec.llm_score != null ? Math.round(rec.llm_score) : null;
   const recallLabels: Record<string, string> = {
     sector_recall: "主线召回",
     trend_scan: "趋势召回",
     intraday_active: "盘中异动",
-    hot_sector_core: "板块核心",
-    sector_leader: "前排线索",
+    hot_theme_core: "主题核心",
+    theme_leader: "主题前排",
+    top_theme_member: "主线主题成分",
     moneyflow_support: "资金支撑",
     volume_active: "量能活跃",
   };
@@ -62,6 +63,9 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
     rec.entry_timing,
     rec.data_freshness,
   ].filter(Boolean).slice(0, 3) as string[];
+  const headline = rec.trigger_condition ?? rec.entry_timing ?? rec.prefilter_reason ?? rec.reasons?.[0] ?? "等待触发条件确认";
+  const riskLine = rec.invalidation_condition ?? rec.risk_note ?? "";
+  const recallSummary = (rec.recall_tags ?? []).slice(0, compact ? 2 : 3);
 
   return (
     <div className="glass-card p-4 group">
@@ -148,7 +152,30 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
           </div>
         )}
 
-        {evidence.length > 0 && (
+        {compact ? (
+          <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
+            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">核心判断</div>
+            <div className="text-[12px] text-text-secondary leading-relaxed">{headline}</div>
+            {riskLine ? (
+              <div className="mt-2 text-[11px] text-text-muted leading-relaxed">
+                风险：{riskLine}
+              </div>
+            ) : null}
+            <div className="mt-2 flex flex-wrap items-center gap-2 text-[10px] text-text-muted">
+              {rec.suggested_position_pct != null ? (
+                <span className="rounded-md bg-surface-2 px-2 py-1">仓位 {rec.suggested_position_pct}%</span>
+              ) : null}
+              {rec.review_after_days ? (
+                <span className="rounded-md bg-surface-2 px-2 py-1">{rec.review_after_days}日复盘</span>
+              ) : null}
+              {recallSummary.map((tag) => (
+                <span key={`${rec.ts_code}-${tag}`} className="rounded-md bg-surface-2 px-2 py-1">
+                  {recallLabels[tag] ?? tag}
+                </span>
+              ))}
+            </div>
+          </div>
+        ) : evidence.length > 0 && (
           <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
             <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">AI 关注点</div>
             <div className="space-y-1.5">
@@ -172,7 +199,7 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
           </div>
         )}
 
-        {(rec.focus_points?.length ?? 0) > 0 && (
+        {!compact && (rec.focus_points?.length ?? 0) > 0 && (
           <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
             <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">深裁决前重点观察</div>
             <div className="space-y-1.5">
@@ -204,7 +231,7 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
           </div>
         )}
 
-        {rec.tracking && (
+        {!compact && rec.tracking && (
           <div className="mb-3 bg-surface-1/60 rounded-lg px-3 py-2 border border-border-subtle">
             <div className="flex items-center justify-between mb-2">
               <span className="text-[10px] text-text-muted">
@@ -237,19 +264,21 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
         )}
 
         {/* Reasons */}
-        <div className="space-y-1.5">
-          {rec.reasons.slice(0, 3).map((r, i) => (
-            <div key={i} className="text-xs text-text-secondary flex items-start gap-2">
-              <span className="w-1 h-1 rounded-full bg-amber-500/60 mt-[6px] shrink-0" />
-              <span className="leading-relaxed line-clamp-2">{r}</span>
-            </div>
-          ))}
-        </div>
+        {!compact && (
+          <div className="space-y-1.5">
+            {rec.reasons.slice(0, 3).map((r, i) => (
+              <div key={i} className="text-xs text-text-secondary flex items-start gap-2">
+                <span className="w-1 h-1 rounded-full bg-amber-500/60 mt-[6px] shrink-0" />
+                <span className="leading-relaxed line-clamp-2">{r}</span>
+              </div>
+            ))}
+          </div>
+        )}
       </a>
 
       <div className="mt-3 border-t border-border-subtle pt-2 flex items-center justify-between gap-3 text-[11px]">
         <div className="text-text-muted">
-          召回、预筛与推演链路已归档
+          {compact ? "更多推演进入详情页" : "召回、预筛与推演链路已归档"}
           {aiConviction != null && (
             <span className="ml-2 font-mono tabular-nums text-cyan-400/80">
               AI {aiConviction}/10
@@ -262,7 +291,7 @@ export default function StockCard({ rec }: { rec: RecommendationData }) {
       </div>
 
       {/* Risk note */}
-      {rec.risk_note && (
+      {!compact && rec.risk_note && (
         <div className="mt-2 text-[11px] text-amber-500/50 bg-amber-500/[0.04] rounded-lg px-3 py-1.5">
           ⚠ {rec.risk_note}
         </div>

frontend/src/lib/api.ts

@@ -103,6 +103,8 @@ export interface MarketTemperatureData {
   max_streak?: number;
   broken_rate?: number;
   index_above_ma20?: boolean;
+  data_mode?: "realtime_today" | "daily_snapshot";
+  limit_counts_reliable?: boolean;
 }
 
 export interface IndexOverview {
@@ -177,6 +179,10 @@ export interface LeadingStock {
 export interface SectorData {
   sector_code: string;
   sector_name: string;
+  board_type?: string;
+  theme_id?: string;
+  theme_name?: string;
+  theme_aliases?: string[];
   pct_change: number;
   trade_date?: string;
   capital_inflow: number;
@@ -199,11 +205,23 @@ export interface SectorData {
   is_realtime?: boolean;
   data_mode?: "realtime_today" | "realtime_overlay" | "daily_snapshot";
   structure_trade_date?: string;
+  source?: "eastmoney" | "sina" | "snapshot" | string;
 }
 
 export interface LatestResult {
   market_temperature: MarketTemperatureData | null;
   recommendations: RecommendationData[];
+  market_anomalies?: Array<{
+    ts_code: string;
+    name: string;
+    sector: string;
+    score: number;
+    action_plan: string;
+    recall_tags: string[];
+    prefilter_decision: string;
+    reason: string;
+    created_at: string | null;
+  }>;
   strategy_profile?: {
     strategy_id: string;
     name: string;