update

backend/app/analysis/sector_realtime.py

@@ -5,14 +5,17 @@
 """
 
 import logging
+import asyncio
 
 from app.config import should_prefer_realtime_today, today_trade_date
+from app.data.cache import cache
 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__)
+_today_sector_board_tasks: dict[str, asyncio.Task] = {}
 
 
 def _match_sector_name(em_name: str, ts_name: str) -> bool:
@@ -37,11 +40,14 @@ def _apply_empty_overlay(sector: SectorInfo) -> SectorInfo:
     sector.data_mode = "daily_snapshot"
     sector.source = sector.source or "snapshot"
     sector.board_type = sector.board_type or "snapshot"
+    sector.data_status = "snapshot"
+    sector.source_detail = "daily_snapshot"
     return sector
 
 
 def _sector_from_eastmoney(item: dict) -> SectorInfo:
     """把东方财富板块榜转换成今日展示用 SectorInfo。"""
+    source = item.get("source", "eastmoney")
     sector = SectorInfo(
         sector_code=item.get("sector_code", ""),
         sector_name=item.get("sector_name", ""),
@@ -62,7 +68,9 @@ 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"),
+        source=source,
+        data_status=item.get("data_status", "fresh" if source == "eastmoney" else "fallback"),
+        source_detail=item.get("source_detail", "eastmoney_push2" if source == "eastmoney" else source),
     )
     if item.get("leading_stock_name"):
         sector.leading_stocks_realtime = [{
@@ -77,16 +85,38 @@ def _sector_from_eastmoney(item: dict) -> SectorInfo:
 
 async def get_today_realtime_sector_board(limit: int = 20) -> list[SectorInfo]:
     """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)
+    cache_key = f"today_sector_board:{today_trade_date()}:{limit}"
+    cached = cache.get(cache_key)
+    if cached is not None:
+        return cached
+
+    task = _today_sector_board_tasks.get(cache_key)
+    if task and not task.done():
+        return await task
+
+    task = asyncio.create_task(_load_today_realtime_sector_board(limit))
+    _today_sector_board_tasks[cache_key] = task
+    try:
+        result = await task
+        cache.set(cache_key, result, ttl=60)
+        return result
+    finally:
+        if task.done():
+            _today_sector_board_tasks.pop(cache_key, None)
+
+
+async def _load_today_realtime_sector_board(limit: int) -> list[SectorInfo]:
+    industry_sectors, concept_sectors = await _load_eastmoney_sector_boards(limit=max(limit, 20))
     em_sectors = industry_sectors + concept_sectors
-    if not em_sectors:
+    if not industry_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))
+            sina_sectors = await get_sector_realtime_ranking_by_industry(limit=max(limit, 20))
+            em_sectors.extend(sina_sectors)
         except Exception as e:
             logger.warning("新浪行业实时榜兜底失败: %s", e)
-            em_sectors = []
+    if not em_sectors:
+        em_sectors = []
 
     deduped = {}
     for item in em_sectors:
@@ -100,6 +130,25 @@ async def get_today_realtime_sector_board(limit: int = 20) -> list[SectorInfo]:
     return sectors[:limit]
 
 
+async def _load_eastmoney_sector_boards(limit: int) -> tuple[list[dict], list[dict]]:
+    """并行拉取行业/概念榜，允许部分成功。"""
+    import asyncio
+
+    results = await asyncio.gather(
+        get_sector_realtime_ranking(fs="m:90+t:2", page_size=limit, notify=False),
+        get_sector_realtime_ranking(fs="m:90+t:3", page_size=limit, notify=False),
+        return_exceptions=True,
+    )
+    boards: list[list[dict]] = []
+    for label, result in zip(("行业", "概念"), results):
+        if isinstance(result, Exception):
+            logger.warning("东方财富%s实时榜失败: %s", label, result)
+            boards.append([])
+        else:
+            boards.append(result)
+    return boards[0], boards[1]
+
+
 async def enrich_sectors_with_realtime(sectors: list[SectorInfo]) -> list[SectorInfo]:
     """按需为板块快照追加实时字段并重排。"""
     if not sectors:
@@ -151,6 +200,8 @@ 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")
+        sector.data_status = em_data.get("data_status", "fresh")
+        sector.source_detail = em_data.get("source_detail", sector.source)
 
     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)

backend/app/analysis/theme_mapper.py

@@ -159,6 +159,14 @@ def merge_sectors_to_themes(sectors: list[SectorInfo], limit: int = 20) -> list[
         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.data_status != "fresh" and sector.data_status == "fresh":
+            existing.data_status = "fresh"
+            existing.source_detail = sector.source_detail
+        elif existing.data_status == "fresh" and sector.data_status != "fresh":
+            pass
+        elif existing.data_status != sector.data_status:
+            existing.data_status = "mixed"
+            existing.source_detail = "mixed_status"
         if existing.source != sector.source:
             existing.source = "mixed"
 

backend/app/api/catalysts.py

@@ -0,0 +1,26 @@
+"""新闻/政策催化 API。"""
+
+from fastapi import APIRouter, Depends
+
+from app.catalyst.models import CatalystInput
+from app.catalyst.service import build_theme_catalyst_scores, get_recent_catalysts, ingest_catalyst
+from app.core.deps import get_current_admin
+
+router = APIRouter(prefix="/api/catalysts", tags=["catalysts"])
+
+
+@router.get("/recent")
+async def recent(limit: int = 30, hours: int = 72):
+    return await get_recent_catalysts(limit=limit, hours=hours)
+
+
+@router.get("/theme-scores")
+async def theme_scores(hours: int = 72, limit: int = 20):
+    scores = await build_theme_catalyst_scores(hours=hours, limit=limit)
+    return [item.model_dump() for item in scores]
+
+
+@router.post("/ingest")
+async def ingest(item: CatalystInput, _admin: dict = Depends(get_current_admin)):
+    analysis = await ingest_catalyst(item, use_llm=True)
+    return analysis.model_dump()

backend/app/api/market.py

@@ -4,13 +4,9 @@ from datetime import datetime
 
 from fastapi import APIRouter, Depends, HTTPException
 
-from app.data.tushare_client import tushare_client
-from app.data import tencent_client
 from app.data.cache import cache
-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 settings, is_trading_hours, is_market_session, should_prefer_realtime_today, today_trade_date
+from app.config import settings, is_trading_hours, should_prefer_realtime_today, today_trade_date
 from app.core.deps import get_current_admin
 
 router = APIRouter(prefix="/api/market", tags=["market"])
@@ -18,17 +14,9 @@ router = APIRouter(prefix="/api/market", tags=["market"])
 
 @router.get("/temperature")
 async def get_temperature():
-    """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。
-    """
+    """获取市场温度快照。页面访问只读数据库，不触发外部行情。"""
     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,
@@ -41,8 +29,8 @@ 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,
+            "data_mode": "daily_snapshot",
+            "limit_counts_reliable": False,
         }
     return {
         "trade_date": "",
@@ -60,14 +48,12 @@ async def get_temperature():
 
 @router.get("/overview")
 async def get_overview():
-    """市场概况：上证、深证、创业板指数
+    """市场概况快照。
 
-    盘中用腾讯实时行情，盘后用 Tushare 日线（有缓存）。
+    页面访问不拉腾讯/Tushare。当前库里还没有指数快照表，先返回空数组。
+    后续应由扫描任务把指数概览写入本地表后再展示。
     """
-    latest_trade_date = tushare_client.get_latest_trade_date()
-    if should_prefer_realtime_today(latest_trade_date):
-        return await _overview_realtime()
-    return _overview_daily()
+    return []
 
 
 @router.get("/strategy-board")
@@ -217,53 +203,3 @@ async def generate_strategy_iteration(limit: int = 50, _admin: dict = Depends(ge
     cache.delete(f"market:strategy_iteration:{limit}:rules")
     cache.delete("market:strategy_board:rules")
     return result
-
-async def _overview_realtime():
-    """盘中：腾讯实时指数行情"""
-    index_data = await tencent_client.get_index_realtime()
-    result = []
-    name_map = {
-        "000001.SH": "上证指数",
-        "399001.SZ": "深证成指",
-        "399006.SZ": "创业板指",
-    }
-    for code in ["000001.SH", "399001.SZ", "399006.SZ"]:
-        data = index_data.get(code)
-        if not data:
-            continue
-        result.append({
-            "name": name_map.get(code, data.get("name", code)),
-            "code": code,
-            "close": round(data["price"], 2),
-            "pct_chg": round(data["pct_chg"], 2),
-            "volume": round(data["volume"], 2),
-            "realtime": True,
-        })
-    return result
-
-
-def _overview_daily():
-    """盘后：Tushare 日线数据"""
-    indices = {
-        "上证指数": "000001.SH",
-        "深证成指": "399001.SZ",
-        "创业板指": "399006.SZ",
-    }
-    result = []
-    for name, code in indices.items():
-        df = tushare_client.get_index_daily(code, days=5)
-        if df.empty:
-            continue
-        df = df.sort_values("trade_date")
-        latest = df.iloc[-1]
-        prev = df.iloc[-2] if len(df) > 1 else latest
-        pct = (latest["close"] - prev["close"]) / prev["close"] * 100
-        result.append({
-            "name": name,
-            "code": code,
-            "close": round(float(latest["close"]), 2),
-            "pct_chg": round(pct, 2),
-            "volume": round(float(latest["vol"]), 2),
-            "realtime": False,
-        })
-    return result

backend/app/api/recommendations.py

@@ -13,8 +13,7 @@ from app.engine.recommender import (
     get_recommendation_history,
     get_performance_stats,
 )
-from app.config import is_trading_hours, should_prefer_realtime_today
-from app.data.tushare_client import tushare_client
+from app.config import is_trading_hours
 from app.core.deps import get_current_admin
 
 logger = logging.getLogger(__name__)
@@ -29,13 +28,8 @@ async def get_latest():
     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": realtime_temp or ({
+        "market_temperature": ({
             "trade_date": mt.trade_date if mt else "",
             "temperature": mt.temperature if mt else 0,
             "up_count": mt.up_count if mt else 0,
@@ -81,6 +75,7 @@ async def get_latest():
                 "prefilter_decision": r.prefilter_decision,
                 "prefilter_reason": r.prefilter_reason,
                 "focus_points": r.focus_points,
+                "decision_trace": r.decision_trace,
                 "strategy": r.strategy,
                 "entry_signal_type": r.entry_signal_type,
                 "scan_session": r.scan_session,
@@ -163,13 +158,12 @@ async def update_tracking(_admin: dict = Depends(get_current_admin)):
 
 @router.get("/status")
 async def get_scan_status():
-    """获取当前扫描状态信息"""
-    latest_trade_date = tushare_client.get_latest_trade_date()
-    prefer_realtime = should_prefer_realtime_today(latest_trade_date)
+    """获取当前扫描状态信息。只根据本地时间判断，不访问外部数据源。"""
+    prefer_realtime = is_trading_hours()
     return {
         "is_trading": is_trading_hours(),
         "scan_mode": "realtime_today" if prefer_realtime else "post_market",
-        "description": "今日实时分析优先" if prefer_realtime else "盘后分析（Tushare日级数据）",
+        "description": "交易时段，扫描任务会使用实时源" if prefer_realtime else "非交易时段，展示最近扫描结论",
     }
 
 

backend/app/api/sectors.py

@@ -2,8 +2,6 @@
 
 from fastapi import APIRouter
 
-from app.analysis.sector_realtime import enrich_sectors_with_realtime, get_today_realtime_sector_board
-from app.config import should_prefer_realtime_today, today_trade_date
 from app.data.tushare_client import tushare_client
 from app.data.cache import cache
 from app.engine.recommender import get_latest_sectors
@@ -13,17 +11,11 @@ router = APIRouter(prefix="/api/sectors", tags=["sectors"])
 
 @router.get("/hot")
 async def get_hot_sectors(limit: int = 10):
-    """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）"""
+    """获取最新主线主题排名。
+
+    页面访问只读数据库里的扫描结论，不在 GET 请求中拉取外部实时行情。
+    """
     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():
-        realtime_sectors = await get_today_realtime_sector_board(limit=max(limit, 20))
-        if realtime_sectors:
-            sectors = realtime_sectors
-        else:
-            sectors = await enrich_sectors_with_realtime(sectors)
-    else:
-        sectors = await enrich_sectors_with_realtime(sectors)
     trade_date = sectors[0].trade_date if sectors else ""
 
     sectors_data = [
@@ -57,18 +49,38 @@ async def get_hot_sectors(limit: int = 10):
             "is_realtime": s.is_realtime,
             "data_mode": s.data_mode,
             "source": s.source,
+            "data_status": s.data_status,
+            "source_detail": s.source_detail,
+            "catalyst_score": s.catalyst_score,
+            "catalyst_count": s.catalyst_count,
+            "catalyst_reasons": s.catalyst_reasons,
         }
         for s in sectors[:limit]
     ]
 
     realtime_enabled = any(s.get("is_realtime") for s in sectors_data)
     mode = sectors[0].data_mode if realtime_enabled and sectors else "daily_snapshot"
+    status = _derive_status(sectors_data)
     for s in sectors_data:
         s["data_mode"] = mode
+        s["data_status"] = status
         s["structure_trade_date"] = trade_date
     return sectors_data
 
 
+def _derive_status(sectors: list[dict]) -> str:
+    statuses = {str(s.get("data_status") or "fresh") for s in sectors}
+    if not statuses:
+        return "snapshot"
+    if "fresh" in statuses:
+        return "fresh" if len(statuses) == 1 else "mixed"
+    if "stale" in statuses:
+        return "stale"
+    if "fallback" in statuses:
+        return "fallback"
+    return next(iter(statuses))
+
+
 @router.get("/rotation")
 async def get_sector_rotation(days: int = 5):
     """获取近N日板块轮动数据（用于热力图）"""

backend/app/api/stocks.py

@@ -109,6 +109,15 @@ async def get_stock_thesis(ts_code: str):
         except Exception:
             return []
 
+    def _safe_json_dict(value: str | None) -> dict:
+        if not value:
+            return {}
+        try:
+            parsed = json.loads(value)
+            return parsed if isinstance(parsed, dict) else {}
+        except Exception:
+            return {}
+
     tracking_history = []
     for row in tracking_rows:
         t = row._mapping
@@ -181,6 +190,7 @@ async def get_stock_thesis(ts_code: str):
             "prefilter_decision": r.get("prefilter_decision") or "",
             "prefilter_reason": r.get("prefilter_reason") or "",
             "focus_points": _safe_json_list(r.get("focus_points")),
+            "decision_trace": _safe_json_dict(r.get("decision_trace")),
             "strategy": r["strategy"] or "trend_breakout",
             "entry_signal_type": r["entry_signal_type"] or "none",
             "entry_timing": r["entry_timing"] or "",

backend/app/catalyst/__init__.py

@@ -0,0 +1,5 @@
+"""新闻/政策催化理解层。
+
+LLM 只在这里做非结构化文本归因，不直接决定买卖。
+"""
+

backend/app/catalyst/mapper.py

@@ -0,0 +1,262 @@
+"""新闻/政策催化归因。
+
+边界：
+- LLM 只负责把文本映射到题材、提炼催化类型和解释。
+- 行情、资金、最终动作仍由规则引擎决定。
+"""
+
+from __future__ import annotations
+
+import json
+import logging
+import re
+from datetime import datetime, timezone
+
+from app.analysis.theme_mapper import THEME_ALIASES, THEME_NAMES, resolve_theme
+from app.catalyst.models import CatalystAnalysis, CatalystInput, CatalystTheme
+from app.config import settings
+
+logger = logging.getLogger(__name__)
+
+CATALYST_TYPE_KEYWORDS = {
+    "policy": ["政策", "工信部", "发改委", "国务院", "证监会", "财政部", "规划", "指导意见", "补贴"],
+    "industry": ["订单", "需求", "涨价", "产能", "景气", "出口", "交付", "装机", "销量"],
+    "event": ["大会", "发布会", "展会", "会议", "试点", "招标", "中标", "事故"],
+    "earnings": ["业绩", "净利润", "营收", "预增", "扭亏", "年报", "季报"],
+    "announcement": ["公告", "重组", "并购", "定增", "回购", "签订合同"],
+}
+
+STRENGTH_KEYWORDS = {
+    18: ["重大", "重磅", "首次", "超预期", "全面", "国家级"],
+    12: ["政策", "补贴", "涨价", "订单", "中标", "突破"],
+    8: ["试点", "规划", "发布", "扩产", "合作"],
+}
+
+
+async def analyze_catalyst(item: CatalystInput, use_llm: bool = True) -> CatalystAnalysis:
+    """分析单条催化文本，LLM 不可用时使用规则归因。"""
+    rule_result = _analyze_by_rules(item)
+    if not use_llm or not settings.deepseek_api_key:
+        return rule_result
+
+    llm_result = await _analyze_by_llm(item, rule_result)
+    return llm_result or rule_result
+
+
+def _analyze_by_rules(item: CatalystInput) -> CatalystAnalysis:
+    text = f"{item.title}\n{item.content}".strip()
+    themes = _match_themes(text)
+    catalyst_type = _infer_catalyst_type(text)
+    strength = _score_strength(text, themes, catalyst_type)
+    freshness = _score_freshness(item.published_at)
+    confidence = 45 + min(len(themes) * 12, 35)
+    if catalyst_type in {"policy", "announcement"}:
+        confidence += 8
+
+    return CatalystAnalysis(
+        title=item.title,
+        summary=_summarize_text(item.content or item.title),
+        source=item.source,
+        url=item.url,
+        published_at=item.published_at,
+        catalyst_type=catalyst_type,
+        strength=min(strength, 100),
+        freshness=freshness,
+        confidence=min(confidence, 90),
+        themes=themes,
+        raw_text=text,
+        generated_by="rules",
+    )
+
+
+async def _analyze_by_llm(item: CatalystInput, baseline: CatalystAnalysis) -> CatalystAnalysis | None:
+    from app.llm.client import get_client
+
+    client = get_client()
+    if not client:
+        return None
+
+    aliases_text = "\n".join(
+        f"- {THEME_NAMES[theme_id]}: {', '.join(aliases[:8])}"
+        for theme_id, aliases in THEME_ALIASES.items()
+    )
+    user_text = f"""\
+请把下面新闻/政策/公告归因到 A 股题材。只做语义归因，不给买卖建议。
+
+## 可选系统题材
+{aliases_text}
+
+## 文本
+标题: {item.title}
+来源: {item.source}
+正文: {(item.content or '')[:1600]}
+
+请严格输出 JSON：
+{{
+  "summary": "一句话摘要",
+  "catalyst_type": "policy | industry | event | earnings | announcement | news",
+  "strength": 0-100,
+  "confidence": 0-100,
+  "themes": [
+    {{"theme_name": "系统题材名或新题材名", "relevance": 0-100, "reason": "一句话"}}
+  ],
+  "reason": "为什么这么归因"
+}}"""
+
+    try:
+        response = await client.chat.completions.create(
+            model=settings.deepseek_model,
+            messages=[
+                {
+                    "role": "system",
+                    "content": (
+                        "你是A股新闻催化归因器。"
+                        "你只能做题材归因、催化类型和强度判断，不能输出买入卖出建议。"
+                        "必须返回合法JSON。"
+                    ),
+                },
+                {"role": "user", "content": user_text},
+            ],
+            max_tokens=700,
+            temperature=0.1,
+        )
+        data = _extract_json(response.choices[0].message.content or "")
+        if not data:
+            return None
+
+        themes = []
+        for raw_theme in data.get("themes", [])[:5]:
+            theme_name = str(raw_theme.get("theme_name", "")).strip()
+            if not theme_name:
+                continue
+            theme_id, resolved_name, _ = resolve_theme(theme_name)
+            themes.append(CatalystTheme(
+                theme_id=theme_id,
+                theme_name=resolved_name,
+                relevance=_clamp_float(raw_theme.get("relevance"), 0, 100, 60),
+                reason=str(raw_theme.get("reason", "")).strip(),
+            ))
+
+        if not themes:
+            themes = baseline.themes
+
+        return CatalystAnalysis(
+            title=item.title,
+            summary=str(data.get("summary", "")).strip() or baseline.summary,
+            source=item.source,
+            url=item.url,
+            published_at=item.published_at,
+            catalyst_type=_normalize_type(data.get("catalyst_type")) or baseline.catalyst_type,
+            strength=_clamp_float(data.get("strength"), 0, 100, baseline.strength),
+            freshness=baseline.freshness,
+            confidence=_clamp_float(data.get("confidence"), 0, 100, baseline.confidence),
+            themes=themes,
+            raw_text=baseline.raw_text,
+            llm_reason=str(data.get("reason", "")).strip(),
+            generated_by="llm",
+        )
+    except Exception as e:
+        logger.warning("LLM 催化归因失败: %s", e)
+        return None
+
+
+def _match_themes(text: str) -> list[CatalystTheme]:
+    clean_text = _clean(text)
+    matched: list[CatalystTheme] = []
+    for theme_id, aliases in THEME_ALIASES.items():
+        hits = []
+        for alias in aliases:
+            alias_clean = _clean(alias)
+            if alias_clean and alias_clean in clean_text:
+                hits.append(alias)
+        if not hits:
+            continue
+        relevance = min(55 + len(hits) * 12, 95)
+        matched.append(CatalystTheme(
+            theme_id=theme_id,
+            theme_name=THEME_NAMES[theme_id],
+            relevance=relevance,
+            reason=f"命中关键词: {'/'.join(hits[:3])}",
+        ))
+    matched.sort(key=lambda item: item.relevance, reverse=True)
+    return matched[:5]
+
+
+def _infer_catalyst_type(text: str) -> str:
+    for catalyst_type, keywords in CATALYST_TYPE_KEYWORDS.items():
+        if any(keyword in text for keyword in keywords):
+            return catalyst_type
+    return "news"
+
+
+def _score_strength(text: str, themes: list[CatalystTheme], catalyst_type: str) -> float:
+    score = 35.0
+    if themes:
+        score += min(max(theme.relevance for theme in themes) * 0.25, 25)
+    for bonus, keywords in STRENGTH_KEYWORDS.items():
+        if any(keyword in text for keyword in keywords):
+            score += bonus
+    if catalyst_type == "policy":
+        score += 10
+    elif catalyst_type == "announcement":
+        score += 6
+    return round(min(score, 100), 1)
+
+
+def _score_freshness(published_at: datetime | None) -> float:
+    if not published_at:
+        return 70
+    dt = published_at
+    if dt.tzinfo is None:
+        dt = dt.replace(tzinfo=timezone.utc)
+    hours = max((datetime.now(timezone.utc) - dt.astimezone(timezone.utc)).total_seconds() / 3600, 0)
+    if hours <= 6:
+        return 100
+    if hours <= 24:
+        return 90
+    if hours <= 72:
+        return 70
+    if hours <= 168:
+        return 45
+    return 20
+
+
+def _summarize_text(text: str) -> str:
+    value = re.sub(r"\s+", " ", text or "").strip()
+    return value[:120]
+
+
+def _clean(value: str) -> str:
+    return re.sub(r"[\s_\-（）()【】\[\]、，。:：]+", "", value or "")
+
+
+def _extract_json(text: str) -> dict:
+    text = (text or "").strip()
+    if text.startswith("```"):
+        text = re.sub(r"^```(?:json)?", "", text).strip()
+        text = re.sub(r"```$", "", text).strip()
+    try:
+        return json.loads(text)
+    except Exception:
+        pass
+    start = text.find("{")
+    end = text.rfind("}")
+    if start >= 0 and end > start:
+        try:
+            return json.loads(text[start:end + 1])
+        except Exception:
+            return {}
+    return {}
+
+
+def _normalize_type(value) -> str:
+    text = str(value or "").strip().lower()
+    return text if text in {"policy", "industry", "event", "earnings", "announcement", "news"} else ""
+
+
+def _clamp_float(value, minimum: float, maximum: float, default: float) -> float:
+    try:
+        num = float(value)
+    except (TypeError, ValueError):
+        return default
+    return max(minimum, min(maximum, num))

backend/app/catalyst/models.py

@@ -0,0 +1,44 @@
+"""催化事件领域模型。"""
+
+from datetime import datetime
+from pydantic import BaseModel, Field
+
+
+class CatalystTheme(BaseModel):
+    theme_id: str
+    theme_name: str
+    relevance: float = Field(default=0, ge=0, le=100)
+    reason: str = ""
+
+
+class CatalystInput(BaseModel):
+    title: str
+    content: str = ""
+    source: str = "manual"
+    url: str = ""
+    published_at: datetime | None = None
+
+
+class CatalystAnalysis(BaseModel):
+    title: str
+    summary: str = ""
+    source: str = "manual"
+    url: str = ""
+    published_at: datetime | None = None
+    catalyst_type: str = "news"
+    strength: float = Field(default=0, ge=0, le=100)
+    freshness: float = Field(default=0, ge=0, le=100)
+    confidence: float = Field(default=0, ge=0, le=100)
+    themes: list[CatalystTheme] = []
+    raw_text: str = ""
+    llm_reason: str = ""
+    generated_by: str = "rules"
+
+
+class ThemeCatalystScore(BaseModel):
+    theme_id: str
+    theme_name: str
+    catalyst_score: float = 0
+    catalyst_count: int = 0
+    top_reasons: list[str] = []
+    generated_by: str = "rules"

backend/app/catalyst/service.py

@@ -0,0 +1,120 @@
+"""催化事件存储与主题分数聚合。"""
+
+from __future__ import annotations
+
+import logging
+from datetime import datetime, timedelta
+
+from sqlalchemy import text
+
+from app.catalyst.mapper import analyze_catalyst
+from app.catalyst.models import CatalystAnalysis, CatalystInput, ThemeCatalystScore
+from app.db import tables
+from app.db.database import get_db
+
+logger = logging.getLogger(__name__)
+
+
+async def ingest_catalyst(item: CatalystInput, use_llm: bool = True) -> CatalystAnalysis:
+    analysis = await analyze_catalyst(item, use_llm=use_llm)
+    await save_catalyst(analysis)
+    return analysis
+
+
+async def save_catalyst(analysis: CatalystAnalysis) -> int:
+    async with get_db() as db:
+        result = await db.execute(
+            tables.catalysts_table.insert().values(
+                title=analysis.title,
+                summary=analysis.summary,
+                source=analysis.source,
+                url=analysis.url,
+                published_at=analysis.published_at,
+                catalyst_type=analysis.catalyst_type,
+                strength=analysis.strength,
+                freshness=analysis.freshness,
+                confidence=analysis.confidence,
+                raw_text=analysis.raw_text,
+                llm_reason=analysis.llm_reason,
+                is_active=True,
+            )
+        )
+        catalyst_id = int(result.inserted_primary_key[0])
+        if analysis.themes:
+            await db.execute(
+                tables.theme_catalysts_table.insert(),
+                [
+                    {
+                        "catalyst_id": catalyst_id,
+                        "theme_id": theme.theme_id,
+                        "theme_name": theme.theme_name,
+                        "relevance": theme.relevance,
+                        "reason": theme.reason,
+                    }
+                    for theme in analysis.themes
+                ],
+            )
+        await db.commit()
+        return catalyst_id
+
+
+async def get_recent_catalysts(limit: int = 30, hours: int = 72) -> list[dict]:
+    since = datetime.now() - timedelta(hours=hours)
+    async with get_db() as db:
+        result = await db.execute(
+            text(
+                "SELECT c.*, "
+                "GROUP_CONCAT(tc.theme_name || ':' || ROUND(tc.relevance, 0), ',') AS themes "
+                "FROM catalysts c "
+                "LEFT JOIN theme_catalysts tc ON tc.catalyst_id = c.id "
+                "WHERE c.is_active = 1 AND COALESCE(c.published_at, c.created_at) >= :since "
+                "GROUP BY c.id "
+                "ORDER BY COALESCE(c.published_at, c.created_at) DESC, c.id DESC "
+                "LIMIT :limit"
+            ),
+            {"since": since, "limit": limit},
+        )
+        rows = result.mappings().all()
+    return [dict(row) for row in rows]
+
+
+async def build_theme_catalyst_scores(hours: int = 72, limit: int = 20) -> list[ThemeCatalystScore]:
+    since = datetime.now() - timedelta(hours=hours)
+    async with get_db() as db:
+        rows = (
+            await db.execute(
+                text(
+                    "SELECT tc.theme_id, tc.theme_name, "
+                    "COUNT(*) AS catalyst_count, "
+                    "SUM((c.strength * 0.45 + c.freshness * 0.25 + c.confidence * 0.15 + tc.relevance * 0.15)) AS raw_score, "
+                    "GROUP_CONCAT(SUBSTR(COALESCE(tc.reason, c.summary, c.title), 1, 60), ' | ') AS reasons "
+                    "FROM theme_catalysts tc "
+                    "JOIN catalysts c ON c.id = tc.catalyst_id "
+                    "WHERE c.is_active = 1 AND COALESCE(c.published_at, c.created_at) >= :since "
+                    "GROUP BY tc.theme_id, tc.theme_name "
+                    "ORDER BY raw_score DESC "
+                    "LIMIT :limit"
+                ),
+                {"since": since, "limit": limit},
+            )
+        ).mappings().all()
+
+    scores = []
+    for row in rows:
+        raw = float(row.get("raw_score") or 0)
+        count = int(row.get("catalyst_count") or 0)
+        normalized = min(raw / max(count, 1), 100)
+        reasons = [
+            item.strip()
+            for item in str(row.get("reasons") or "").split("|")
+            if item.strip()
+        ][:3]
+        scores.append(ThemeCatalystScore(
+            theme_id=row["theme_id"],
+            theme_name=row["theme_name"],
+            catalyst_score=round(normalized, 1),
+            catalyst_count=count,
+            top_reasons=reasons,
+            generated_by="catalyst_layer",
+        ))
+    return scores

backend/app/data/eastmoney_client.py

@@ -8,6 +8,9 @@
 """
 
 import logging
+import random
+import time
+import asyncio
 import httpx
 import pandas as pd
 from datetime import datetime
@@ -29,6 +32,11 @@ SECTOR_HEADERS = {
     "Referer": "https://data.eastmoney.com",
     "User-Agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36",
 }
+SECTOR_RETRY_COUNT = 2
+SECTOR_RETRY_BASE_DELAY = 0.35
+SECTOR_CIRCUIT_BREAKER_SECONDS = 180
+_sector_failure_state: dict[str, dict] = {}
+_ashare_realtime_tasks: dict[str, asyncio.Task] = {}
 
 
 def _describe_exception(exc: Exception) -> str:
@@ -38,6 +46,16 @@ def _describe_exception(exc: Exception) -> str:
     return exc.__class__.__name__
 
 
+def _mark_rows_status(rows: list[dict], status: str, detail: str) -> list[dict]:
+    result = []
+    for row in rows:
+        item = dict(row)
+        item["data_status"] = status
+        item["source_detail"] = detail
+        result.append(item)
+    return result
+
+
 def _ts_code_to_eastmoney(ts_code: str) -> str:
     """600519.SH -> 1.600519  (上海=1, 深圳=0)"""
     code, market = ts_code.split(".")
@@ -84,6 +102,21 @@ async def get_sector_realtime_ranking(
     if cached is not None:
         return cached
 
+    stale_cache_key = f"{cache_key}:last_success"
+    circuit_key = f"{fs}:{sort_by}"
+    failure_state = _sector_failure_state.get(circuit_key, {})
+    circuit_until = float(failure_state.get("circuit_until", 0) or 0)
+    if time.time() < circuit_until:
+        stale = cache.get(stale_cache_key)
+        if stale is not None:
+            logger.warning(
+                "东方财富板块实时排名熔断中，返回最近成功快照: fs=%s sort_by=%s",
+                fs,
+                sort_by,
+            )
+            return _mark_rows_status(stale, status="stale", detail="eastmoney_circuit_open")
+        return []
+
     params = {
         "pn": "1",
         "pz": str(page_size),
@@ -99,18 +132,38 @@ async def get_sector_realtime_ranking(
         "fields": "f2,f3,f4,f6,f8,f12,f14,f104,f105,f128,f140,f141",
     }
 
-    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,
-                params=params,
-                headers=SECTOR_HEADERS,
-                timeout=10,
-                follow_redirects=True,
+    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"
+    last_error: Exception | None = None
+    data: dict = {}
+    for attempt in range(SECTOR_RETRY_COUNT + 1):
+        try:
+            async with httpx.AsyncClient() as client:
+                resp = await client.get(
+                    SECTOR_LIST_URL,
+                    params=params,
+                    headers=SECTOR_HEADERS,
+                    timeout=10,
+                    follow_redirects=True,
+                )
+                data = _parse_eastmoney_json(resp, "板块实时排名")
+            break
+        except Exception as e:
+            last_error = e
+            if attempt >= SECTOR_RETRY_COUNT:
+                data = {}
+                break
+            delay = SECTOR_RETRY_BASE_DELAY * (2 ** attempt) + random.uniform(0, 0.2)
+            logger.warning(
+                "东方财富板块实时排名获取失败，准备重试 %s/%s: %s",
+                attempt + 1,
+                SECTOR_RETRY_COUNT,
+                _describe_exception(e),
             )
-            data = _parse_eastmoney_json(resp, "板块实时排名")
+            await asyncio.sleep(delay)
 
+    try:
+        if last_error and not data:
+            raise last_error
         items = data.get("data", {}).get("diff", [])
         if not items:
             logger.debug("东方财富板块实时排名无数据")
@@ -134,21 +187,45 @@ async def get_sector_realtime_ranking(
                 "leading_stock_name": item.get("f128", ""),
                 "leading_stock_code": item.get("f140", ""),
                 "leading_stock_pct": float(item.get("f141", 0) or 0),
+                "source": "eastmoney",
+                "data_status": "fresh",
+                "source_detail": "eastmoney_push2",
             })
 
         # 缓存：盘中 60 秒，盘后 300 秒
         ttl = 60 if _is_trading_hours() else 300
         cache.set(cache_key, result, ttl)
+        cache.set(stale_cache_key, result, 60 * 60 * 6)
+        _sector_failure_state.pop(circuit_key, None)
         logger.info(f"东方财富板块实时排名: 获取 {len(result)} 个板块")
         return result
 
     except Exception as e:
-        logger.error(f"东方财富板块实时排名获取失败: {e}")
-        if notify:
+        failure_count = int(failure_state.get("failure_count", 0) or 0) + 1
+        _sector_failure_state[circuit_key] = {
+            "failure_count": failure_count,
+            "circuit_until": time.time() + SECTOR_CIRCUIT_BREAKER_SECONDS,
+            "last_error": _describe_exception(e),
+        }
+        stale = cache.get(stale_cache_key)
+        if stale is not None:
+            logger.warning("东方财富板块实时排名获取失败，返回最近成功快照: %s", _describe_exception(e))
+            if notify and failure_count >= 3:
+                await log_error(
+                    "eastmoney",
+                    f"东方财富板块实时排名连续失败，已使用最近成功快照: {_describe_exception(e)}",
+                    detail=f"fs={fs}, sort_by={sort_by}, page_size={page_size}, failure_count={failure_count}",
+                    level="warning",
+                    notify=False,
+                )
+            return _mark_rows_status(stale, status="stale", detail="eastmoney_last_success")
+
+        logger.error(f"东方财富板块实时排名获取失败且无可用快照: {e}")
+        if notify and failure_count >= 2:
             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}",
+                detail=f"fs={fs}, sort_by={sort_by}, page_size={page_size}, failure_count={failure_count}",
             )
         return []
 
@@ -164,6 +241,31 @@ async def get_a_share_realtime_ranking(
     if cached is not None:
         return cached
 
+    task = _ashare_realtime_tasks.get(cache_key)
+    if task and not task.done():
+        return await task
+
+    task = asyncio.create_task(_load_a_share_realtime_ranking(
+        cache_key=cache_key,
+        sort_by=sort_by,
+        descending=descending,
+        page_size=page_size,
+    ))
+    _ashare_realtime_tasks[cache_key] = task
+    try:
+        return await task
+    finally:
+        if task.done():
+            _ashare_realtime_tasks.pop(cache_key, None)
+
+
+async def _load_a_share_realtime_ranking(
+    cache_key: str,
+    sort_by: str,
+    descending: bool,
+    page_size: int,
+) -> list[dict]:
+
     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"
 

backend/app/data/market_breadth_client.py

@@ -11,6 +11,7 @@
 from __future__ import annotations
 
 import logging
+import asyncio
 
 import httpx
 
@@ -25,15 +26,29 @@ logger = logging.getLogger(__name__)
 ZT_POOL_URL = "https://push2ex.eastmoney.com/getTopicZTPool"
 DT_POOL_URL = "https://push2ex.eastmoney.com/getTopicDTPool"
 MIN_RELIABLE_SAMPLE_COUNT = 4500
+_market_breadth_task: asyncio.Task | None = None
 
 
 async def get_market_breadth() -> MarketBreadth:
     """获取市场广度快照。"""
+    global _market_breadth_task
     cache_key = f"market_breadth:{today_trade_date()}"
     cached = cache.get(cache_key)
     if cached is not None:
         return cached
 
+    if _market_breadth_task and not _market_breadth_task.done():
+        return await _market_breadth_task
+
+    _market_breadth_task = asyncio.create_task(_load_market_breadth(cache_key))
+    try:
+        return await _market_breadth_task
+    finally:
+        if _market_breadth_task.done():
+            _market_breadth_task = None
+
+
+async def _load_market_breadth(cache_key: str) -> MarketBreadth:
     quotes = await get_a_share_realtime_ranking(page_size=6000)
     if quotes and len(quotes) >= MIN_RELIABLE_SAMPLE_COUNT:
         up_count = sum(1 for q in quotes if q.get("pct_chg", 0) > 0)

backend/app/data/models.py

@@ -85,6 +85,11 @@ class SectorInfo(BaseModel):
     is_realtime: bool = False
     data_mode: str = "daily_snapshot"
     source: str = "snapshot"
+    data_status: str = "fresh"          # fresh / stale / fallback / snapshot
+    source_detail: str = ""
+    catalyst_score: float = 0
+    catalyst_count: int = 0
+    catalyst_reasons: list[str] = []
 
 
 class MarketTemperature(BaseModel):
@@ -175,6 +180,7 @@ class Recommendation(BaseModel):
     prefilter_decision: str = ""
     prefilter_reason: str = ""
     focus_points: list[str] = []
+    decision_trace: dict = {}
     scan_session: str = ""
     created_at: datetime | None = None
 

backend/app/db/database.py

@@ -59,6 +59,7 @@ async def init_db():
             "ALTER TABLE recommendations ADD COLUMN prefilter_decision TEXT DEFAULT ''",
             "ALTER TABLE recommendations ADD COLUMN prefilter_reason TEXT DEFAULT ''",
             "ALTER TABLE recommendations ADD COLUMN focus_points TEXT DEFAULT '[]'",
+            "ALTER TABLE recommendations ADD COLUMN decision_trace 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 ''",
@@ -97,6 +98,7 @@ async def init_db():
             "ALTER TABLE strategy_configs ADD COLUMN effective_from DATETIME DEFAULT CURRENT_TIMESTAMP",
             "ALTER TABLE prompt_configs ADD COLUMN evidence_json TEXT DEFAULT '{}'",
             "ALTER TABLE strategy_config_changes ADD COLUMN prompt_key TEXT DEFAULT ''",
+            "ALTER TABLE catalysts ADD COLUMN llm_reason TEXT DEFAULT ''",
         ]:
             try:
                 await conn.execute(

backend/app/db/tables.py

@@ -44,6 +44,7 @@ recommendations_table = Table(
     Column("prefilter_decision", Text, default=""),
     Column("prefilter_reason", Text, default=""),
     Column("focus_points", Text, default="[]"),
+    Column("decision_trace", Text, default="{}"),
     Column("scan_session", Text),
     Column("created_at", DateTime, server_default=func.now()),
 )
@@ -238,3 +239,32 @@ strategy_config_changes_table = Table(
     Column("created_at", DateTime, server_default=func.now()),
     Column("applied_at", DateTime),
 )
+
+catalysts_table = Table(
+    "catalysts", metadata,
+    Column("id", Integer, primary_key=True, autoincrement=True),
+    Column("title", Text, nullable=False),
+    Column("summary", Text, default=""),
+    Column("source", Text, default="manual"),
+    Column("url", Text, default=""),
+    Column("published_at", DateTime),
+    Column("catalyst_type", Text, default="news"),
+    Column("strength", Float, default=0),
+    Column("freshness", Float, default=0),
+    Column("confidence", Float, default=0),
+    Column("is_active", Boolean, default=True),
+    Column("raw_text", Text, default=""),
+    Column("llm_reason", Text, default=""),
+    Column("created_at", DateTime, server_default=func.now()),
+)
+
+theme_catalysts_table = Table(
+    "theme_catalysts", metadata,
+    Column("id", Integer, primary_key=True, autoincrement=True),
+    Column("catalyst_id", Integer, nullable=False),
+    Column("theme_id", Text, nullable=False),
+    Column("theme_name", Text, nullable=False),
+    Column("relevance", Float, default=0),
+    Column("reason", Text, default=""),
+    Column("created_at", DateTime, server_default=func.now()),
+)

backend/app/engine/recommender.py

@@ -36,6 +36,55 @@ def _has_valid_market_breadth(market_temp: MarketTemperature | None) -> bool:
     return (market_temp.up_count or 0) + (market_temp.down_count or 0) > 0
 
 
+def _safe_json_dict(value) -> dict:
+    if not value:
+        return {}
+    if isinstance(value, dict):
+        return value
+    try:
+        parsed = json.loads(value)
+        return parsed if isinstance(parsed, dict) else {}
+    except Exception:
+        return {}
+
+
+def _safe_json_list_value(value) -> list:
+    if not value:
+        return []
+    if isinstance(value, list):
+        return value
+    try:
+        parsed = json.loads(value)
+        return parsed if isinstance(parsed, list) else []
+    except Exception:
+        return []
+
+
+def _build_legacy_decision_trace(row) -> dict:
+    r = row._mapping if hasattr(row, "_mapping") else row
+    action_plan = r.get("action_plan") or "观察"
+    score = float(r.get("score") or 0)
+    tags = _safe_json_list_value(r.get("recall_tags"))
+    reasons = _safe_json_list_value(r.get("reasons"))
+    return {
+        "version": 0,
+        "headline": f"{action_plan}: {r.get('sector') or '未归类'}候选，综合分{score:.0f}",
+        "action_plan": action_plan,
+        "final_score": round(score, 1),
+        "route_tags": tags,
+        "evidence": reasons[:3],
+        "score_breakdown": [
+            {"key": "sector", "label": "主题热度", "score": round(float(r.get("sector_score") or 0), 1), "weight": 0},
+            {"key": "capital", "label": "资金", "score": round(float(r.get("capital_score") or 0), 1), "weight": 0},
+            {"key": "technical", "label": "技术", "score": round(float(r.get("technical_score") or 0), 1), "weight": 0},
+        ],
+        "boosts": [],
+        "penalties": [],
+        "risk_tags": [],
+        "llm_adjustment": None,
+    }
+
+
 async def refresh_recommendations(trade_date: str = None, scan_session: str = "manual") -> dict:
     """刷新推荐列表（带扫描锁防止并发）"""
     global _scan_running
@@ -594,6 +643,7 @@ async def get_recommendation_history(days: int = 7) -> list[dict]:
                 "prefilter_decision": r.get("prefilter_decision") or "",
                 "prefilter_reason": r.get("prefilter_reason") or "",
                 "focus_points": json.loads(r.get("focus_points") or "[]"),
+                "decision_trace": _safe_json_dict(r.get("decision_trace")) or _build_legacy_decision_trace(r),
                 "tracking": {
                     "current_price": r.get("latest_current_price"),
                     "pct_from_entry": r.get("latest_pct_from_entry"),
@@ -812,6 +862,7 @@ async def _save_to_db(result: dict):
                         "prefilter_decision": rec.prefilter_decision,
                         "prefilter_reason": rec.prefilter_reason,
                         "focus_points": json.dumps(rec.focus_points, ensure_ascii=False),
+                        "decision_trace": json.dumps(rec.decision_trace, ensure_ascii=False),
                         "scan_session": rec.scan_session,
                         "created_at": now_dt,
                     }
@@ -916,6 +967,7 @@ async def _load_today_from_db() -> dict:
                     prefilter_decision=r.get("prefilter_decision") or "",
                     prefilter_reason=r.get("prefilter_reason") or "",
                     focus_points=json.loads(r.get("focus_points") or "[]"),
+                    decision_trace=_safe_json_dict(r.get("decision_trace")) or _build_legacy_decision_trace(r),
                     scan_session=r["scan_session"] or "",
                 ))
 

backend/app/engine/screener.py

@@ -40,6 +40,7 @@ from app.data.models import MarketTemperature, SectorInfo, TechnicalSignal, Reco
 from app.config import settings, should_prefer_realtime_today
 from app.data.tushare_client import tushare_client
 from app.llm.strategy_selector import StrategyProfile, select_strategy_profile
+from app.catalyst.service import build_theme_catalyst_scores
 
 logger = logging.getLogger(__name__)
 
@@ -96,6 +97,8 @@ async def run_screening(trade_date: str = None) -> dict:
         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]
 
+    hot_sectors = await _apply_catalyst_scores(hot_sectors)
+
     for s in hot_sectors:
         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}")
@@ -187,6 +190,38 @@ async def run_screening(trade_date: str = None) -> dict:
     }
 
 
+async def _apply_catalyst_scores(sectors: list[SectorInfo]) -> list[SectorInfo]:
+    if not sectors:
+        return sectors
+    try:
+        scores = await build_theme_catalyst_scores(hours=72, limit=50)
+    except Exception as e:
+        logger.warning("催化分数加载失败，跳过主题催化加权: %s", e)
+        return sectors
+    if not scores:
+        return sectors
+    score_map = {item.theme_id: item for item in scores}
+    name_map = {item.theme_name: item for item in scores}
+    for sector in sectors:
+        item = score_map.get(sector.theme_id) or name_map.get(sector.sector_name)
+        if not item:
+            continue
+        sector.catalyst_score = item.catalyst_score
+        sector.catalyst_count = item.catalyst_count
+        sector.catalyst_reasons = item.top_reasons
+        # 催化只增强主线优先级，不替代资金确认。
+        sector.heat_score = round(min(sector.heat_score + item.catalyst_score * 0.18, 100), 1)
+    sectors.sort(
+        key=lambda s: (
+            s.heat_score,
+            s.catalyst_score,
+            s.realtime_pct_change if s.realtime_pct_change is not None else s.pct_change,
+        ),
+        reverse=True,
+    )
+    return sectors
+
+
 async def _select_from_hot_sectors(
     hot_sectors: list[SectorInfo],
     trade_date: str,
@@ -605,10 +640,11 @@ async def _build_recommendations(
     total = len(candidates)
     signal_counts = {"breakout": 0, "breakout_confirm": 0, "pullback": 0, "launch": 0, "reversal": 0, "none": 0}
     score_weights = strategy_profile.score_weights if strategy_profile else {
-        "capital_momentum": 0.30,
-        "supply_demand": 0.30,
-        "price_action": 0.25,
-        "trend": 0.15,
+        "catalyst": 0.30,
+        "theme_money": 0.25,
+        "stock_money": 0.20,
+        "emotion_role": 0.15,
+        "timing": 0.10,
     }
     score_weights = _normalize_score_weights(score_weights)
     signal_priority = strategy_profile.entry_signal_priority if strategy_profile else []
@@ -649,12 +685,32 @@ async def _build_recommendations(
                 signal_name = signal_type.value
                 signal_counts[signal_name] += 1
 
-            # ── 三维度评分 ──
+            # ── 五轴评分：催化、主题资金、个股资金、情绪角色、入场时机 ──
             supply_demand_score = score_supply_demand(df)
             price_action_score = _score_price_action(df, entry_signal)
             trend_score = _score_trend(df)
             capital_score = _score_capital_simple(stock)
             flow_momentum_score = _score_flow_momentum(stock, sector, hot_sectors)
+            sector_stage = _get_sector_stage(sector, hot_sectors)
+            hot_theme_match = find_hot_theme_match(sector, hot_sectors)
+            sector_limit_up = _get_sector_limit_up(sector, hot_sectors)
+            catalyst_score = _get_sector_catalyst_score(sector, hot_sectors)
+            catalyst_reasons = _get_sector_catalyst_reasons(sector, hot_sectors)
+            theme_money_score = _score_theme_money(sector, hot_sectors, hot_theme_match)
+            stock_money_score = _score_stock_money(stock, capital_score)
+            emotion_role_score = _score_emotion_role(
+                stock=stock,
+                sector_limit_up=sector_limit_up,
+                sector_stage=sector_stage,
+                hot_theme_match=hot_theme_match,
+                hot_sectors=hot_sectors,
+            )
+            timing_score = _score_timing(
+                entry_signal_score=entry_signal.get("signal_score", 0),
+                price_action_score=price_action_score,
+                trend_score=trend_score,
+                position_score=50,
+            )
 
             last = df.iloc[-1]
             trend_penalty = 1.0
@@ -663,15 +719,28 @@ async def _build_recommendations(
                     if last["ma5"] < last["ma10"] < last["ma20"]:
                         trend_penalty = 0.82
 
-            final_score = (
-                flow_momentum_score * score_weights["capital_momentum"] +
-                supply_demand_score * score_weights["supply_demand"] +
-                price_action_score * score_weights["price_action"] +
-                trend_score * score_weights["trend"]
-            )
+            scoring_axes = {
+                "catalyst": catalyst_score,
+                "theme_money": theme_money_score,
+                "stock_money": stock_money_score,
+                "emotion_role": emotion_role_score,
+                "timing": timing_score,
+            }
+            final_score = sum(scoring_axes[key] * score_weights[key] for key in scoring_axes)
             final_score *= trend_penalty
 
             tech_signal = generate_signals(ts_code, name)
+            if tech_signal:
+                timing_score = _score_timing(
+                    entry_signal_score=entry_signal.get("signal_score", 0),
+                    price_action_score=price_action_score,
+                    trend_score=trend_score,
+                    position_score=tech_signal.position_score,
+                )
+                scoring_axes["timing"] = timing_score
+                final_score = sum(scoring_axes[key] * score_weights[key] for key in scoring_axes)
+                final_score *= trend_penalty
+
             penalties = []
             if tech_signal:
                 if tech_signal.rally_pct_5d > 20:
@@ -679,9 +748,6 @@ async def _build_recommendations(
                 elif tech_signal.rally_pct_5d > 15:
                     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":
@@ -695,31 +761,59 @@ async def _build_recommendations(
             if penalties:
                 final_score *= min(penalties)
 
-            sector_limit_up = _get_sector_limit_up(sector, hot_sectors)
+            boosts = []
             if sector_limit_up >= 5:
                 final_score *= 1.20
+                boosts.append({"label": "板块涨停扩散", "value": "+20%", "reason": f"{sector_limit_up}家涨停"})
             elif sector_limit_up >= 3:
                 final_score *= 1.10
+                boosts.append({"label": "板块涨停扩散", "value": "+10%", "reason": f"{sector_limit_up}家涨停"})
 
             if entry_signal.get("signal_score", 0) >= 80:
                 final_score *= 1.10
+                boosts.append({"label": "入场形态强", "value": "+10%", "reason": f"信号分{entry_signal.get('signal_score', 0):.0f}"})
 
-            final_score *= _flow_confirmation_multiplier(stock, hot_theme_match, market_temp)
+            if catalyst_score >= 70 and hot_theme_match:
+                final_score *= 1.06
+                boosts.append({"label": "新闻催化确认", "value": "+6%", "reason": catalyst_reasons[0] if catalyst_reasons else f"催化分{catalyst_score:.0f}"})
+            elif catalyst_score >= 45 and hot_theme_match:
+                final_score *= 1.03
+                boosts.append({"label": "新闻催化加权", "value": "+3%", "reason": catalyst_reasons[0] if catalyst_reasons else f"催化分{catalyst_score:.0f}"})
 
+            flow_multiplier = _flow_confirmation_multiplier(stock, hot_theme_match, market_temp)
+            final_score *= flow_multiplier
+            if flow_multiplier > 1:
+                boosts.append({"label": "资金主线共振", "value": f"+{round((flow_multiplier - 1) * 100)}%", "reason": "资金、量能与主线同向"})
+            elif flow_multiplier < 1:
+                boosts.append({"label": "资金确认不足", "value": f"-{round((1 - flow_multiplier) * 100)}%", "reason": "资金或主线承接不足"})
+
+            theme_penalty = 1.0
             if not hot_theme_match:
-                final_score *= 0.82
+                theme_penalty = 0.82
+                final_score *= theme_penalty
             elif hot_theme_match not in hot_sectors[:5]:
-                final_score *= 0.9
+                theme_penalty = 0.9
+                final_score *= theme_penalty
 
             signal_matches_profile = bool(signal_priority and signal_name in signal_priority[:4])
+            profile_multiplier = 1.0
             if signal_type != EntrySignal.NONE and signal_priority:
                 priority_rank = signal_priority.index(signal_type.value)
                 if priority_rank == 0:
-                    final_score *= 1.08
+                    profile_multiplier = 1.08
+                    final_score *= profile_multiplier
                 elif priority_rank == 1:
-                    final_score *= 1.04
+                    profile_multiplier = 1.04
+                    final_score *= profile_multiplier
                 elif priority_rank >= 3:
-                    final_score *= 0.94
+                    profile_multiplier = 0.94
+                    final_score *= profile_multiplier
+                if profile_multiplier != 1.0:
+                    boosts.append({
+                        "label": "策略匹配度",
+                        "value": f"{'+' if profile_multiplier > 1 else '-'}{round(abs(profile_multiplier - 1) * 100)}%",
+                        "reason": f"{signal_name} 与今日策略优先级匹配",
+                    })
 
             pe = stock.get("pe")
             pb = stock.get("pb")
@@ -833,6 +927,41 @@ async def _build_recommendations(
                 entry_timing=entry_timing,
                 data_date=last_date,
             )
+            risk_tags = _build_risk_tags(market_temp, tech_signal, sector_stage, trend_penalty)
+            penalty_notes = _build_penalty_notes(
+                penalties=penalties,
+                trend_penalty=trend_penalty,
+                theme_penalty=theme_penalty,
+                market_temp_score=market_temp_score,
+                sector_stage=sector_stage,
+                hot_theme_match=hot_theme_match,
+            )
+            decision_trace = _build_decision_trace(
+                stock=stock,
+                score=final_score,
+                score_weights=score_weights,
+                scoring_axes=scoring_axes,
+                flow_momentum_score=flow_momentum_score,
+                supply_demand_score=supply_demand_score,
+                price_action_score=price_action_score,
+                trend_score=trend_score,
+                capital_score=capital_score,
+                position_score=position_score,
+                valuation_score=valuation_score,
+                entry_signal_type=effective_signal_name,
+                entry_signal_score=entry_signal.get("signal_score", 0),
+                signal_matches_profile=signal_matches_profile,
+                sector_stage=sector_stage,
+                sector_limit_up=sector_limit_up,
+                catalyst_score=catalyst_score,
+                catalyst_reasons=catalyst_reasons,
+                market_temp=market_temp,
+                trade_plan=trade_plan,
+                boosts=boosts,
+                penalties=penalty_notes,
+                risk_tags=risk_tags,
+                hot_theme_match=hot_theme_match,
+            )
 
             rec = Recommendation(
                 ts_code=ts_code,
@@ -868,6 +997,7 @@ async def _build_recommendations(
                 prefilter_decision="",
                 prefilter_reason="",
                 focus_points=[],
+                decision_trace=decision_trace,
             )
             recommendations.append(rec)
 
@@ -894,7 +1024,7 @@ async def _build_recommendations(
                 "entry_signal_score": round(entry_signal.get("signal_score", 0), 1),
                 "flow_momentum_score": round(flow_momentum_score, 1),
                 "signal_matches_profile": signal_matches_profile,
-                "risk_tags": _build_risk_tags(market_temp, tech_signal, sector_stage, trend_penalty),
+                "risk_tags": risk_tags,
                 "focus_points": _build_focus_points(stock, entry_signal, tech_signal, vol_pattern, sector_stage),
             }
 
@@ -1035,6 +1165,13 @@ async def _build_recommendations(
                         rec.risk_note = llm_data["risk_flag"]
 
                     rec.level = _score_to_level(rec.score)
+                    _apply_llm_trace(
+                        rec,
+                        verdict=verdict,
+                        action_plan=rec.action_plan,
+                        conviction=conviction,
+                        reason=llm_data.get("analysis", "") or llm_data.get("risk_flag", ""),
+                    )
 
                     # 用 LLM 给出的价格替代结构化规则价格
                     if llm_data.get("entry_price"):
@@ -1068,21 +1205,188 @@ async def _build_recommendations(
 
 
 def _normalize_score_weights(weights: dict[str, float]) -> dict[str, float]:
-    """兼容旧策略权重，并保证资金顺势进入主评分。"""
+    """归一化五轴主评分权重，并兼容旧四项策略配置。"""
     defaults = {
-        "capital_momentum": 0.30,
-        "supply_demand": 0.30,
-        "price_action": 0.25,
-        "trend": 0.15,
+        "catalyst": 0.30,
+        "theme_money": 0.25,
+        "stock_money": 0.20,
+        "emotion_role": 0.15,
+        "timing": 0.10,
     }
-    merged = {**defaults, **(weights or {})}
-    keys = ["capital_momentum", "supply_demand", "price_action", "trend"]
+    raw = weights or {}
+    if any(key in raw for key in defaults):
+        merged = {**defaults, **raw}
+    else:
+        merged = {
+            "catalyst": defaults["catalyst"],
+            "theme_money": max(float(raw.get("capital_momentum", 0) or 0), 0),
+            "stock_money": max(float(raw.get("supply_demand", 0) or 0), 0),
+            "emotion_role": max(float(raw.get("trend", 0) or 0), 0),
+            "timing": max(float(raw.get("price_action", 0) or 0), 0),
+        }
+    keys = list(defaults.keys())
     total = sum(max(float(merged.get(k, 0) or 0), 0) for k in keys)
     if total <= 0:
         return defaults
     return {k: max(float(merged.get(k, 0) or 0), 0) / total for k in keys}
 
 
+def _score_theme_money(
+    sector_name: str,
+    hot_sectors: list[SectorInfo],
+    hot_theme_match: SectorInfo | None,
+) -> float:
+    theme = hot_theme_match
+    if not theme:
+        theme = next((s for s in hot_sectors if s.sector_name == sector_name), None)
+    if not theme:
+        return 20.0
+
+    pct = theme.realtime_pct_change if theme.realtime_pct_change is not None else theme.pct_change
+    amount = theme.realtime_amount if theme.realtime_amount is not None else theme.capital_inflow
+    main_force_ratio = theme.main_force_ratio or 0
+    up = theme.realtime_up_count
+    down = theme.realtime_down_count
+
+    score = min(max(theme.heat_score, 0), 100) * 0.42
+    if pct >= 4:
+        score += 18
+    elif pct >= 2:
+        score += 14
+    elif pct > 0:
+        score += 8
+    elif pct < -1:
+        score -= 8
+
+    if amount > 500000:
+        score += 14
+    elif amount > 200000:
+        score += 10
+    elif amount > 0:
+        score += 6
+
+    if main_force_ratio >= 20:
+        score += 10
+    elif main_force_ratio >= 10:
+        score += 6
+    elif main_force_ratio < 0:
+        score -= 6
+
+    if up is not None and down is not None:
+        breadth = up - down
+        if breadth >= 20:
+            score += 10
+        elif breadth >= 8:
+            score += 6
+        elif breadth < -8:
+            score -= 8
+
+    return round(max(0, min(score, 100)), 1)
+
+
+def _score_stock_money(stock: dict, capital_score: float) -> float:
+    main_net = float(stock.get("main_net_inflow", 0) or 0)
+    inflow_ratio = float(stock.get("inflow_ratio", 0) or 0)
+    turnover_rate = float(stock.get("turnover_rate", 0) or 0)
+    volume_ratio = stock.get("volume_ratio")
+    volume_ratio = float(volume_ratio) if volume_ratio not in (None, "") else 0.0
+
+    score = capital_score * 0.55
+    if main_net > 15000:
+        score += 18
+    elif main_net > 8000:
+        score += 14
+    elif main_net > 3000:
+        score += 10
+    elif main_net < -5000:
+        score -= 12
+
+    if inflow_ratio > 12:
+        score += 12
+    elif inflow_ratio > 6:
+        score += 8
+    elif inflow_ratio < -6:
+        score -= 8
+
+    if volume_ratio >= 2:
+        score += 10
+    elif volume_ratio >= 1.2:
+        score += 6
+
+    if 3 <= turnover_rate <= 15:
+        score += 8
+    elif turnover_rate > 0:
+        score += 3
+
+    return round(max(0, min(score, 100)), 1)
+
+
+def _score_emotion_role(
+    stock: dict,
+    sector_limit_up: int,
+    sector_stage: str,
+    hot_theme_match: SectorInfo | None,
+    hot_sectors: list[SectorInfo],
+) -> float:
+    tags = set(stock.get("recall_tags", []) or [])
+    recall_score = float(stock.get("recall_score", 0) or 0)
+    score = min(max(recall_score, 0), 100) * 0.45
+
+    if hot_theme_match:
+        try:
+            rank = hot_sectors.index(hot_theme_match) + 1
+        except ValueError:
+            rank = 99
+        if rank == 1:
+            score += 16
+        elif rank <= 3:
+            score += 12
+        elif rank <= 5:
+            score += 7
+    else:
+        score -= 10
+
+    if "theme_leader" in tags:
+        score += 18
+    elif "top_theme_member" in tags:
+        score += 10
+    elif "hot_theme_core" in tags:
+        score += 6
+
+    if sector_limit_up >= 5:
+        score += 14
+    elif sector_limit_up >= 3:
+        score += 10
+    elif sector_limit_up >= 1:
+        score += 5
+
+    if sector_stage == "early":
+        score += 8
+    elif sector_stage == "mid":
+        score += 5
+    elif sector_stage == "late":
+        score -= 8
+    elif sector_stage == "end":
+        score -= 20
+
+    return round(max(0, min(score, 100)), 1)
+
+
+def _score_timing(
+    entry_signal_score: float,
+    price_action_score: float,
+    trend_score: float,
+    position_score: float,
+) -> float:
+    score = (
+        min(max(entry_signal_score, 0), 100) * 0.40 +
+        min(max(price_action_score, 0), 100) * 0.28 +
+        min(max(trend_score, 0), 100) * 0.17 +
+        min(max(position_score, 0), 100) * 0.15
+    )
+    return round(max(0, min(score, 100)), 1)
+
+
 def _score_flow_momentum(stock: dict, sector_name: str, hot_sectors: list[SectorInfo]) -> float:
     """资金顺势评分：个股资金在场 + 主线板块顺风 + 活跃度确认。"""
     main_net = float(stock.get("main_net_inflow", 0) or 0)
@@ -1093,6 +1397,7 @@ def _score_flow_momentum(stock: dict, sector_name: str, hot_sectors: list[Sector
     recall_score = float(stock.get("recall_score", 0) or 0)
     sector_heat = _get_sector_heat(sector_name, hot_sectors)
     sector_limit_up = _get_sector_limit_up(sector_name, hot_sectors)
+    catalyst_score = _get_sector_catalyst_score(sector_name, hot_sectors)
 
     score = 0.0
 
@@ -1138,6 +1443,13 @@ def _score_flow_momentum(stock: dict, sector_name: str, hot_sectors: list[Sector
     elif sector_limit_up >= 1:
         score += 3
 
+    if catalyst_score >= 80:
+        score += 8
+    elif catalyst_score >= 60:
+        score += 6
+    elif catalyst_score >= 40:
+        score += 3
+
     # 活跃度和召回强度占 35 分。
     if volume_ratio >= 2.5:
         score += 12
@@ -1424,6 +1736,20 @@ def _get_sector_limit_up(sector_name: str, hot_sectors: list[SectorInfo]) -> int
     return 0
 
 
+def _get_sector_catalyst_score(sector_name: str, hot_sectors: list[SectorInfo]) -> float:
+    for s in hot_sectors:
+        if s.sector_name == sector_name:
+            return s.catalyst_score
+    return 0.0
+
+
+def _get_sector_catalyst_reasons(sector_name: str, hot_sectors: list[SectorInfo]) -> list[str]:
+    for s in hot_sectors:
+        if s.sector_name == sector_name:
+            return s.catalyst_reasons
+    return []
+
+
 def _get_sector_member_count(sector_name: str, hot_sectors: list[SectorInfo]) -> int:
     """获取板块成分股数量"""
     for s in hot_sectors:
@@ -1699,6 +2025,228 @@ def _build_risk_tags(
     return tags
 
 
+def _build_penalty_notes(
+    penalties: list[float],
+    trend_penalty: float,
+    theme_penalty: float,
+    market_temp_score: float,
+    sector_stage: str,
+    hot_theme_match: SectorInfo | None,
+) -> list[dict]:
+    notes: list[dict] = []
+    if trend_penalty < 1:
+        notes.append({"label": "趋势压力", "value": f"-{round((1 - trend_penalty) * 100)}%", "reason": "短中期均线偏弱"})
+    if sector_stage == "end":
+        notes.append({"label": "板块尾声", "value": "最高-30%", "reason": "主题阶段进入尾声"})
+    elif sector_stage == "late":
+        notes.append({"label": "板块后段", "value": "最高-12%", "reason": "主题阶段偏后"})
+    if market_temp_score < 30:
+        notes.append({"label": "市场温度偏冷", "value": "最高-25%", "reason": f"温度{market_temp_score:.0f}"})
+    elif market_temp_score < 50:
+        notes.append({"label": "市场温度一般", "value": "最高-12%", "reason": f"温度{market_temp_score:.0f}"})
+    if theme_penalty < 1:
+        label = "未匹配主线" if not hot_theme_match else "非前排主线"
+        notes.append({"label": label, "value": f"-{round((1 - theme_penalty) * 100)}%", "reason": "主题地位不足"})
+    if not notes and penalties:
+        notes.append({"label": "风险折扣", "value": f"-{round((1 - min(penalties)) * 100)}%", "reason": "存在风险项"})
+    return notes[:4]
+
+
+def _build_decision_trace(
+    stock: dict,
+    score: float,
+    score_weights: dict[str, float],
+    scoring_axes: dict[str, float],
+    flow_momentum_score: float,
+    supply_demand_score: float,
+    price_action_score: float,
+    trend_score: float,
+    capital_score: float,
+    position_score: float,
+    valuation_score: float,
+    entry_signal_type: str,
+    entry_signal_score: float,
+    signal_matches_profile: bool,
+    sector_stage: str,
+    sector_limit_up: int,
+    catalyst_score: float,
+    catalyst_reasons: list[str],
+    market_temp: MarketTemperature,
+    trade_plan: dict,
+    boosts: list[dict],
+    penalties: list[dict],
+    risk_tags: list[str],
+    hot_theme_match: SectorInfo | None,
+) -> dict:
+    tags = stock.get("recall_tags", []) or []
+    headline = _build_decision_headline(
+        stock=stock,
+        action_plan=trade_plan.get("action_plan", "观察"),
+        entry_signal_type=entry_signal_type,
+        hot_theme_match=hot_theme_match,
+        score=score,
+    )
+    score_breakdown = [
+        {
+            "key": "catalyst",
+            "label": "新闻催化",
+            "score": round(scoring_axes.get("catalyst", 0), 1),
+            "weight": round(score_weights.get("catalyst", 0), 2),
+        },
+        {
+            "key": "theme_money",
+            "label": "主题资金",
+            "score": round(scoring_axes.get("theme_money", 0), 1),
+            "weight": round(score_weights.get("theme_money", 0), 2),
+        },
+        {
+            "key": "stock_money",
+            "label": "个股资金",
+            "score": round(scoring_axes.get("stock_money", 0), 1),
+            "weight": round(score_weights.get("stock_money", 0), 2),
+        },
+        {
+            "key": "emotion_role",
+            "label": "情绪角色",
+            "score": round(scoring_axes.get("emotion_role", 0), 1),
+            "weight": round(score_weights.get("emotion_role", 0), 2),
+        },
+        {
+            "key": "timing",
+            "label": "入场时机",
+            "score": round(scoring_axes.get("timing", 0), 1),
+            "weight": round(score_weights.get("timing", 0), 2),
+        },
+    ]
+    evidence = _build_trace_evidence(
+        tags=tags,
+        main_net=float(stock.get("main_net_inflow", 0) or 0),
+        inflow_ratio=float(stock.get("inflow_ratio", 0) or 0),
+        sector_limit_up=sector_limit_up,
+        entry_signal_type=entry_signal_type,
+        entry_signal_score=entry_signal_score,
+        signal_matches_profile=signal_matches_profile,
+        hot_theme_match=hot_theme_match,
+        catalyst_score=catalyst_score,
+        catalyst_reasons=catalyst_reasons,
+    )
+    return {
+        "version": 1,
+        "headline": headline,
+        "action_plan": trade_plan.get("action_plan", "观察"),
+        "final_score": round(score, 1),
+        "route_tags": tags,
+        "evidence": evidence,
+        "score_breakdown": score_breakdown,
+        "aux_scores": {
+            "flow_momentum": round(flow_momentum_score, 1),
+            "supply_demand": round(supply_demand_score, 1),
+            "price_action": round(price_action_score, 1),
+            "trend": round(trend_score, 1),
+            "capital": round(capital_score, 1),
+            "position": round(position_score, 1),
+            "valuation": round(valuation_score, 1),
+        },
+        "context": {
+            "market_temperature": round(market_temp.temperature, 1),
+            "sector_stage": sector_stage,
+            "sector_limit_up": sector_limit_up,
+            "theme_matched": bool(hot_theme_match),
+            "theme_name": hot_theme_match.sector_name if hot_theme_match else "",
+        },
+        "catalyst": {
+            "score": round(catalyst_score, 1),
+            "reasons": catalyst_reasons[:3],
+        },
+        "boosts": boosts[:4],
+        "penalties": penalties[:4],
+        "risk_tags": risk_tags,
+        "llm_adjustment": None,
+    }
+
+
+def _build_decision_headline(
+    stock: dict,
+    action_plan: str,
+    entry_signal_type: str,
+    hot_theme_match: SectorInfo | None,
+    score: float,
+) -> str:
+    role = stock.get("stock_role_hint") or "候选标的"
+    theme = hot_theme_match.sector_name if hot_theme_match else stock.get("sector", "")
+    signal_label = {
+        "breakout": "突破",
+        "breakout_confirm": "突破确认",
+        "pullback": "回踩",
+        "launch": "启动",
+        "reversal": "反转",
+        "flow_momentum": "资金顺势",
+        "none": "观察",
+    }.get(entry_signal_type, entry_signal_type or "观察")
+    if action_plan == "可操作":
+        prefix = "可操作"
+    elif action_plan == "重点关注":
+        prefix = "重点关注"
+    else:
+        prefix = "观察"
+    theme_part = f"{theme}内" if theme else ""
+    return f"{prefix}: {theme_part}{role}，{signal_label}线索，综合分{score:.0f}"
+
+
+def _build_trace_evidence(
+    tags: list[str],
+    main_net: float,
+    inflow_ratio: float,
+    sector_limit_up: int,
+    entry_signal_type: str,
+    entry_signal_score: float,
+    signal_matches_profile: bool,
+    hot_theme_match: SectorInfo | None,
+    catalyst_score: float = 0,
+    catalyst_reasons: list[str] | None = None,
+) -> list[str]:
+    evidence: list[str] = []
+    if hot_theme_match:
+        evidence.append(f"匹配主线主题 {hot_theme_match.sector_name}")
+    if catalyst_score > 0:
+        reason = (catalyst_reasons or [""])[0]
+        suffix = f": {reason}" if reason else ""
+        evidence.append(f"新闻/政策催化分 {catalyst_score:.0f}{suffix}")
+    if tags:
+        evidence.append("召回来源: " + " / ".join(tags[:3]))
+    if main_net > 0:
+        evidence.append(f"主力净流入 {main_net:.0f} 万，占比 {inflow_ratio:.1f}%")
+    if sector_limit_up > 0:
+        evidence.append(f"板块涨停扩散 {sector_limit_up} 家")
+    if entry_signal_type and entry_signal_type != "none":
+        evidence.append(f"入场信号 {entry_signal_type}，信号分 {entry_signal_score:.0f}")
+    if signal_matches_profile:
+        evidence.append("符合今日策略偏好的入场类型")
+    return evidence[:5]
+
+
+def _apply_llm_trace(
+    rec: Recommendation,
+    verdict: str,
+    action_plan: str,
+    conviction: float,
+    reason: str,
+) -> None:
+    trace = dict(rec.decision_trace or {})
+    trace["llm_adjustment"] = {
+        "verdict": verdict,
+        "action_plan": action_plan,
+        "conviction": round(conviction, 1),
+        "reason": str(reason or "")[:180],
+    }
+    trace["action_plan"] = action_plan
+    if verdict == "execute":
+        trace["headline"] = f"AI确认可执行: {trace.get('headline', rec.name)}"
+    elif verdict == "skip":
+        trace["headline"] = f"AI降级观察: {trace.get('headline', rec.name)}"
+    rec.decision_trace = trace
+
+
 def _build_focus_points(
     stock: dict,
     entry_signal: dict,

backend/app/llm/strategy_board.py

@@ -6,8 +6,6 @@
 
 import logging
 
-from app.analysis.sector_realtime import enrich_sectors_with_realtime
-from app.analysis.sector_realtime import get_today_realtime_sector_board
 from app.config import settings, should_prefer_realtime_today, today_trade_date
 from app.data.models import (
     MarketTemperature,
@@ -62,12 +60,6 @@ async def build_strategy_board(include_llm: bool = False) -> dict:
     market_temp = latest.get("market_temp")
     recommendations = latest.get("recommendations", [])
     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():
-        realtime_sectors = await get_today_realtime_sector_board(limit=20)
-        sectors = realtime_sectors or await enrich_sectors_with_realtime(sectors)
-    else:
-        sectors = await enrich_sectors_with_realtime(sectors)
     performance = await get_performance_stats()
     from app.llm.strategy_iteration import build_strategy_iteration_report
     iteration_report = await build_strategy_iteration_report(limit=50, include_llm=include_llm)

backend/app/llm/strategy_selector.py

@@ -50,7 +50,7 @@ def get_strategy_profile_by_id(strategy_id: str) -> StrategyProfile:
             name="主线突破",
             description="市场偏强，优先寻找主线板块内的突破和突破确认。",
             entry_signal_priority=["breakout", "breakout_confirm", "launch", "pullback", "reversal"],
-            score_weights={"capital_momentum": 0.30, "supply_demand": 0.30, "price_action": 0.25, "trend": 0.15},
+            score_weights={"catalyst": 0.30, "theme_money": 0.25, "stock_money": 0.20, "emotion_role": 0.15, "timing": 0.10},
             min_score=62,
             buy_threshold=66,
             max_position_pct=30,
@@ -67,7 +67,7 @@ def get_strategy_profile_by_id(strategy_id: str) -> StrategyProfile:
             name="回踩轮动",
             description="市场震荡分化，优先做回踩支撑和板块轮动中的低吸确认。",
             entry_signal_priority=["pullback", "breakout_confirm", "launch", "breakout", "reversal"],
-            score_weights={"capital_momentum": 0.28, "supply_demand": 0.30, "price_action": 0.22, "trend": 0.20},
+            score_weights={"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.20, "emotion_role": 0.12, "timing": 0.15},
             min_score=60,
             buy_threshold=63,
             max_position_pct=20,
@@ -84,7 +84,7 @@ def get_strategy_profile_by_id(strategy_id: str) -> StrategyProfile:
             name="启动试错",
             description="市场偏弱，适合少量观察启动型和反转型机会，不做强追涨。",
             entry_signal_priority=["launch", "reversal", "pullback", "breakout_confirm", "breakout"],
-            score_weights={"capital_momentum": 0.32, "supply_demand": 0.28, "price_action": 0.25, "trend": 0.15},
+            score_weights={"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.20, "emotion_role": 0.12, "timing": 0.18},
             min_score=58,
             buy_threshold=61,
             max_position_pct=10,
@@ -101,7 +101,7 @@ def get_strategy_profile_by_id(strategy_id: str) -> StrategyProfile:
             name="防守观察",
             description="市场退潮，系统以观察池为主，不主动扩大出手。",
             entry_signal_priority=["pullback", "launch", "reversal", "breakout_confirm", "breakout"],
-            score_weights={"capital_momentum": 0.35, "supply_demand": 0.25, "price_action": 0.25, "trend": 0.15},
+            score_weights={"catalyst": 0.22, "theme_money": 0.25, "stock_money": 0.18, "emotion_role": 0.15, "timing": 0.20},
             min_score=56,
             buy_threshold=64,
             max_position_pct=5,

backend/app/main.py

@@ -11,7 +11,7 @@ from app.config import settings
 from app.db.error_logger import log_error
 from app.db.database import init_db
 from app.engine.scheduler import start_scheduler, stop_scheduler
-from app.api import market, sectors, recommendations, stocks, watchlists, websocket, chat, auth, debug
+from app.api import market, sectors, recommendations, stocks, watchlists, websocket, chat, auth, debug, catalysts
 
 def configure_logging() -> None:
     logging.basicConfig(
@@ -144,6 +144,7 @@ app.include_router(watchlists.router)
 app.include_router(chat.router)
 app.include_router(auth.router)
 app.include_router(debug.router)
+app.include_router(catalysts.router)
 
 # WebSocket
 app.websocket("/ws")(websocket.ws_endpoint)

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

@@ -27,8 +27,8 @@ const CHAT_SCENES = [
     description: "诊断 / 触发 / 失效",
   },
   {
-    title: "系统",
-    description: "推荐池 / 自选股 / 校准",
+    title: "自选",
+    description: "推荐池 / 自选股 / 复盘",
   },
 ];
 
@@ -108,9 +108,9 @@ export default function ChatPage() {
         <aside className="hidden xl:flex xl:flex-col xl:gap-4">
           <div className="glass-card-static p-5 animate-fade-in-up">
             <div className="text-[10px] font-semibold uppercase tracking-[0.22em] text-cyan-400">
-              System Agent
+              Research Desk
             </div>
-            <h1 className="mt-2 text-xl font-bold tracking-tight">系统智能体</h1>
+            <h1 className="mt-2 text-xl font-bold tracking-tight">研究助手</h1>
           </div>
 
           <div className="glass-card-static p-5 animate-fade-in-up">
@@ -135,9 +135,9 @@ export default function ChatPage() {
                 </svg>
               </div>
               <div>
-                <h2 className="text-sm font-semibold">A 股作战智能体</h2>
+                <h2 className="text-sm font-semibold">A股研究助手</h2>
                 <p className="text-xs text-text-muted">
-                  市场 / 推荐 / 自选 / 个股诊断 / 系统校准
+                  市场 / 推荐 / 自选 / 个股诊断
                 </p>
               </div>
             </div>
@@ -161,7 +161,7 @@ export default function ChatPage() {
                       <path d="M21 11.5a8.38 8.38 0 01-.9 3.8 8.5 8.5 0 01-7.6 4.7 8.38 8.38 0 01-3.8-.9L3 21l1.9-5.7a8.38 8.38 0 01-.9-3.8 8.5 8.5 0 014.7-7.6 8.38 8.38 0 013.8-.9h.5a8.48 8.48 0 018 8v.5z" />
                     </svg>
                   </div>
-                  <h3 className="text-lg font-semibold">问市场、系统或个股</h3>
+                  <h3 className="text-lg font-semibold">问市场、主线或个股</h3>
                 </div>
 
                 <div className="mx-auto mt-8 grid w-full max-w-3xl gap-3 md:grid-cols-2">

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

@@ -54,8 +54,7 @@ export default function DashboardPage() {
 
       if (latest) {
         setData(latest);
-        const realtimeTemp = await fetchAPI<MarketTemperatureData>("/api/market/temperature").catch(() => latest.market_temperature);
-        setMarketTemperature(realtimeTemp ?? latest.market_temperature ?? null);
+        setMarketTemperature(latest.market_temperature ?? null);
       }
       setSectors(sectorData);
       if (status) setScanStatus(status);
@@ -69,16 +68,16 @@ export default function DashboardPage() {
 
   const loadSecondaryData = useCallback(async () => {
     try {
-      const [board, ops] = await Promise.all([
-        fetchAPI<StrategyBoard>("/api/market/strategy-board").catch(() => null),
-        fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
-      ]);
+      const board = await fetchAPI<StrategyBoard>("/api/market/strategy-board").catch(() => null);
+      const ops = user?.role === "admin"
+        ? await fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null)
+        : null;
       setStrategyBoard(board);
       setOpsStatus(ops);
     } catch (error) {
       console.error("加载次要数据失败:", error);
     }
-  }, []);
+  }, [user?.role]);
 
   const clearScanTimeout = useCallback(() => {
     if (scanTimeoutRef.current) {
@@ -99,14 +98,14 @@ 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";
-        setRefreshResult(`${modeLabel}扫描完成，发现 ${msg.count ?? 0} 只股票`);
+        const modeLabel = msg.scan_mode === "realtime_today" || msg.scan_mode === "intraday" ? "今日盘中" : "收盘复盘";
+        setRefreshResult(`${modeLabel}更新完成，保留 ${msg.count ?? 0} 只股票`);
         setRefreshing(false);
         loadData();
         loadSecondaryData();
         setTimeout(() => setRefreshResult(null), 5000);
       } else if (msg.type === "scan_error") {
-        setRefreshResult("扫描失败，请重试");
+        setRefreshResult("更新失败，请重试");
         setRefreshing(false);
         setTimeout(() => setRefreshResult(null), 5000);
       } else {
@@ -128,21 +127,21 @@ export default function DashboardPage() {
       }>("/api/recommendations/refresh?scan_session=manual");
 
       if (res.status === "already_running") {
-        setRefreshResult(res.message || "扫描正在执行中，请稍候");
+        setRefreshResult(res.message || "更新正在执行中，请稍候");
       } else if (res.status === "scanning") {
-        setRefreshResult("扫描已启动，完成后自动刷新...");
+        setRefreshResult("更新已启动，完成后自动刷新...");
       }
 
       scanTimeoutRef.current = setTimeout(() => {
-        setRefreshResult("扫描超时，已自动刷新数据");
+        setRefreshResult("更新超时，已自动刷新数据");
         setRefreshing(false);
         loadData();
         loadSecondaryData();
         setTimeout(() => setRefreshResult(null), 5000);
       }, SCAN_TIMEOUT_MS);
     } catch (error) {
-      console.error("触发扫描失败:", error);
-      setRefreshResult("触发扫描失败，请重试");
+      console.error("触发更新失败:", error);
+      setRefreshResult("触发更新失败，请重试");
       setRefreshing(false);
       setTimeout(() => setRefreshResult(null), 5000);
     }
@@ -224,7 +223,7 @@ export default function DashboardPage() {
               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"}
+              {refreshing ? "更新中..." : scanStatus?.is_trading ? "盘中更新" : "立即更新"}
             </button>
           ) : null}
         </div>
@@ -236,20 +235,13 @@ export default function DashboardPage() {
         </div>
       ) : null}
 
-      <DecisionHero
-        board={strategyBoard}
-        summary={marketSummary}
-        actionableCount={actionable.length}
-        watchCount={watch.length}
-        observeCount={observe.length}
-      />
-
-      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.2fr)_minmax(300px,0.8fr)] gap-4 animate-fade-in-up">
-        <ActionPanel
-          actions={todayActions}
+      <div className="animate-fade-in-up">
+        <DecisionHero
+          board={strategyBoard}
           summary={marketSummary}
-        />
-        <FocusPanel
+          actions={todayActions}
+          marketTemperature={marketTemperature ?? data?.market_temperature ?? null}
+          sectors={sectors}
           focusQueue={focusQueue.slice(0, 3)}
           actionableCount={actionable.length}
           watchCount={watch.length}
@@ -281,108 +273,87 @@ export default function DashboardPage() {
 function DecisionHero({
   board,
   summary,
+  actions,
+  marketTemperature,
+  sectors,
+  focusQueue,
   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 line-clamp-2">
-            {summary.detail}
-          </p>
-
-          <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
-            <DecisionList title="动作" items={summary.canDo} tone="positive" />
-            <DecisionList title="边界" 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={summary.modeLabel} />
-          <HeroFact label="仓位" value={summary.positionLabel} />
-          <HeroFact label="风险" value={board?.risk_level ?? "等待更新"} />
-        </div>
-      </div>
-    </div>
-  );
-}
-
-function ActionPanel({
-  actions,
-  summary,
-}: {
   actions: ReturnType<typeof buildActionGuides>;
-  summary: ReturnType<typeof buildMarketSummary>;
-}) {
-  return (
-    <div className="glass-card-static p-4 md:p-5">
-      <div className="flex flex-wrap items-center gap-2">
-        <CompactBadge label="策略" value={summary.modeLabel} />
-        <CompactBadge label="仓位" value={summary.positionLabel} />
-        <CompactBadge label="风险" value={summary.riskLabel} />
-      </div>
-
-      <div className="mt-4 grid grid-cols-1 md:grid-cols-3 gap-3">
-        <ActionBucket title="现在做" items={actions.priority} tone="priority" />
-        <ActionBucket title="盯住" items={actions.watch} tone="watch" />
-        <ActionBucket title="不要做" items={actions.avoid} tone="avoid" />
-      </div>
-    </div>
-  );
-}
-
-function FocusPanel({
-  focusQueue,
-  actionableCount,
-  watchCount,
-  observeCount,
-}: {
+  marketTemperature: MarketTemperatureData | null;
+  sectors: SectorData[];
   focusQueue: RecommendationData[];
   actionableCount: number;
   watchCount: number;
   observeCount: number;
 }) {
-  return (
-    <div className="glass-card-static p-4 md:p-5">
-      <div className="flex items-start justify-between gap-3">
-        <div>
-          <h3 className="text-sm font-semibold text-text-primary">焦点标的</h3>
-        </div>
-        <div className="grid grid-cols-3 gap-2 text-center">
-          <MiniCount label="可操作" value={actionableCount} tone="text-red-400" />
-          <MiniCount label="关注" value={watchCount} tone="text-amber-400" />
-          <MiniCount label="观察" value={observeCount} tone="text-text-secondary" />
-        </div>
-      </div>
+  const leadingSectors = sectors.slice(0, 3);
 
-      <div className="mt-4 space-y-3">
-        {focusQueue.length ? (
-          focusQueue.map((rec) => <FocusStockCard key={rec.ts_code} rec={rec} />)
-        ) : (
-          <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-6 text-center text-sm text-text-muted">
-            暂无焦点标的。
+  return (
+    <div className="glass-card-static overflow-hidden">
+      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.2fr)_360px]">
+        <div className="p-5 md:p-6">
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <span className="text-[10px] font-semibold uppercase tracking-[0.22em] text-amber-400">今日作战台</span>
+            <div className="flex flex-wrap gap-2">
+              <CompactBadge label="打法" value={summary.modeLabel} />
+              <CompactBadge label="仓位" value={summary.positionLabel} />
+              <CompactBadge label="风险" value={board?.risk_level ?? "等待更新"} />
+            </div>
           </div>
-        )}
+
+          <div className="mt-5 grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_160px] gap-4">
+            <div>
+              <h2 className="text-3xl md:text-4xl font-bold tracking-tight text-text-primary">{summary.headline}</h2>
+              <p className="mt-3 max-w-3xl text-sm leading-6 text-text-secondary">{summary.detail}</p>
+            </div>
+            <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4 text-center">
+              <div className="text-[10px] uppercase tracking-wider text-text-muted">市场温度</div>
+              <div className="mt-1 text-3xl font-bold font-mono tabular-nums text-amber-400">
+                {Math.round(marketTemperature?.temperature ?? 0)}
+              </div>
+            </div>
+          </div>
+
+          <div className="mt-5 grid grid-cols-1 md:grid-cols-3 gap-3">
+            <ActionBucket title="现在做" items={actions.priority.slice(0, 2)} tone="do" />
+            <ActionBucket title="等待确认" items={actions.watch.slice(0, 2)} tone="wait" />
+            <ActionBucket title="不要做" items={actions.avoid.slice(0, 2)} tone="avoid" />
+          </div>
+
+          {leadingSectors.length ? (
+            <div className="mt-5 flex flex-wrap gap-2">
+              {leadingSectors.map((sector) => (
+                <SectorChip key={sector.sector_code} sector={sector} />
+              ))}
+            </div>
+          ) : null}
+        </div>
+
+        <div className="border-t border-border-subtle bg-surface-1/50 p-5 xl:border-l xl:border-t-0">
+          <div className="grid grid-cols-3 gap-2">
+            <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" />
+          </div>
+
+          <div className="mt-5">
+            <div className="text-[11px] font-semibold text-text-secondary">焦点标的</div>
+            <div className="mt-3 space-y-2.5">
+              {focusQueue.length ? (
+                focusQueue.map((rec) => <FocusStockCard key={rec.ts_code} rec={rec} />)
+              ) : (
+                <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-6 text-center text-sm text-text-muted">
+                  暂无焦点标的。
+                </div>
+              )}
+            </div>
+          </div>
+        </div>
       </div>
     </div>
   );
@@ -406,7 +377,7 @@ function MarketSnapshot({
     <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">市场证据</h3>
+          <h3 className="text-sm font-semibold text-text-primary">盘面依据</h3>
         </div>
         <span className="rounded-xl bg-surface-1/70 px-3 py-1.5 text-xs font-mono tabular-nums text-text-secondary">
           温度 {Math.round(marketTemperature?.temperature ?? 0)}
@@ -527,7 +498,7 @@ function AdminPanel({
           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"}
+          {refreshing ? "更新中..." : "立即更新"}
         </button>
         <button
           onClick={() => onAction("update_tracking")}
@@ -541,32 +512,6 @@ function AdminPanel({
   );
 }
 
-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-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>
-    </div>
-  );
-}
-
 function HeroMetric({ label, value, tone }: { label: string; value: number; tone: string }) {
   return (
     <div className="rounded-2xl border border-border-subtle bg-surface-1/70 px-3 py-3 text-center">
@@ -576,11 +521,24 @@ function HeroMetric({ label, value, tone }: { label: string; value: number; tone
   );
 }
 
-function HeroFact({ label, value }: { label: string; value: string }) {
+function ActionBucket({ title, items, tone }: { title: string; items: string[]; tone: "do" | "wait" | "avoid" }) {
+  const toneClass =
+    tone === "do"
+      ? "text-emerald-400 bg-emerald-500/[0.06] border-emerald-500/10"
+      : tone === "wait"
+        ? "text-amber-400 bg-amber-500/[0.06] border-amber-500/10"
+        : "text-text-muted bg-surface-2/70 border-border-subtle";
+
   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 className={`rounded-2xl border p-3 ${toneClass}`}>
+      <div className="text-[11px] font-semibold">{title}</div>
+      <div className="mt-2 space-y-2">
+        {items.map((item, index) => (
+          <div key={`${title}-${index}`} className="text-sm leading-6 text-text-secondary">
+            {item}
+          </div>
+        ))}
+      </div>
     </div>
   );
 }
@@ -594,81 +552,69 @@ function CompactBadge({ label, value }: { label: string; value: string }) {
   );
 }
 
-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";
-
+function SectorChip({ sector }: { sector: SectorData }) {
+  const pct = sector.realtime_pct_change ?? sector.pct_change;
   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>
+    <span className="inline-flex items-center gap-2 rounded-xl border border-border-subtle bg-surface-2/70 px-3 py-1.5 text-xs">
+      <span className="max-w-[8rem] truncate text-text-secondary">{sector.sector_name}</span>
+      <span className={`font-mono tabular-nums ${pct >= 0 ? "text-red-400" : "text-emerald-400"}`}>
+        {pct >= 0 ? "+" : ""}{pct.toFixed(2)}%
+      </span>
+    </span>
   );
 }
 
 function FocusStockCard({ rec }: { rec: RecommendationData }) {
-  const badgeClass =
+  const stripeClass =
     rec.action_plan === "可操作"
-      ? "border-red-500/20 bg-red-500/10 text-red-400"
+      ? "bg-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";
+        ? "bg-amber-400"
+        : "bg-text-muted";
+  const labelClass =
+    rec.action_plan === "可操作"
+      ? "text-red-400"
+      : rec.action_plan === "重点关注"
+        ? "text-amber-400"
+        : "text-text-muted";
 
   return (
     <a
       href={`/stock/${rec.ts_code}`}
-      className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4 transition-colors hover:border-amber-500/20"
+      className="group grid grid-cols-[3px_minmax(0,1fr)] gap-3 rounded-lg px-1 py-2 transition-colors hover:bg-surface-2/60"
     >
-      <div className="flex items-start justify-between gap-3">
-        <div className="min-w-0">
-          <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>
+      <span className={`mt-1 h-[calc(100%-0.5rem)] rounded-full ${stripeClass}`} />
+      <div className="min-w-0">
+        <div className="flex items-center justify-between gap-3">
+          <div className="min-w-0 flex items-center gap-2">
+            <span className="truncate text-sm font-semibold text-text-primary">{rec.name}</span>
+            <span className={`shrink-0 text-[10px] font-medium ${labelClass}`}>{rec.action_plan ?? "观察"}</span>
           </div>
-          <div className="mt-1 flex min-w-0 flex-wrap items-center gap-1.5 text-[11px] text-text-muted">
-            <span className="font-mono tabular-nums">{rec.ts_code}</span>
-            {rec.sector ? (
-              <span className="inline-flex max-w-[10rem] items-center rounded-md border border-border-subtle bg-surface-2/70 px-1.5 py-0.5 font-medium text-text-secondary">
-                <span className="truncate">{rec.sector}</span>
-              </span>
-            ) : null}
+          {rec.suggested_position_pct != null ? (
+            <span className="shrink-0 font-mono text-[11px] tabular-nums text-text-muted">{rec.suggested_position_pct}%</span>
+          ) : null}
+        </div>
+
+        <div className="mt-1 flex min-w-0 items-center gap-1.5 text-[11px] text-text-muted">
+          <span className="font-mono tabular-nums">{rec.ts_code}</span>
+          {rec.sector ? (
+            <>
+              <span className="text-text-muted/50">/</span>
+              <span className="truncate text-text-secondary">{rec.sector}</span>
+            </>
+          ) : null}
+        </div>
+
+        <div className="mt-1.5 text-xs leading-5 text-text-secondary line-clamp-2">
+          {rec.decision_trace?.headline ?? 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-1 text-[11px] leading-5 text-text-muted line-clamp-1">
+            失效: {rec.invalidation_condition ?? rec.risk_note}
           </div>
-        </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>
+        ) : null}
       </div>
-
-      <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>
   );
 }
@@ -682,15 +628,6 @@ function EvidenceStat({ label, value, tone }: { label: string; value: number; to
   );
 }
 
-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 FreshnessPill({ label, value }: { label: string; value: string }) {
   return (
     <div className="rounded-xl bg-surface-1/70 px-2.5 py-2">
@@ -722,8 +659,8 @@ function buildMarketSummary(
     strategyProfile?.decision_note ??
     board?.summary ??
     (scanStatus?.is_trading
-      ? "盘中实时：看节奏、仓位、主线强弱。"
-      : "收盘快照：复盘主线，准备下一交易日。");
+      ? "当前结论：看节奏、仓位、主线强弱。"
+      : "最近结论：复盘主线，准备下一交易日。");
 
   const canDo = [
     !allowTrading
@@ -748,7 +685,6 @@ function buildMarketSummary(
     cannotDo,
     modeLabel: strategyProfile?.market_stance || board?.recommended_mode || "等待更新",
     positionLabel: board?.position_suggestion || (strategyProfile?.max_position_pct ? `${strategyProfile.max_position_pct}% 以内` : "等待更新"),
-    riskLabel: board?.risk_level || "等待更新",
   };
 }
 
@@ -795,7 +731,7 @@ function buildActionGuides(
     watch[1]
       ? `${watch[1].name}：观察队列。`
       : "新热点先看板块扩散。",
-    observe.length > 0 ? `后台观察 ${observe.length} 只。` : "暂无弱候选。",
+    observe.length > 0 ? `观察池 ${observe.length} 只。` : "暂无弱候选。",
   ];
 
   const avoid = [

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

@@ -191,7 +191,7 @@ export default function DiagnosePage() {
             </svg>
           </div>
           <div>
-            <h1 className="text-lg font-bold tracking-tight">AI 诊断</h1>
+            <h1 className="text-lg font-bold tracking-tight">个股诊断</h1>
           </div>
         </div>
       </div>
@@ -278,9 +278,9 @@ export default function DiagnosePage() {
 
               {thesis ? (
                 <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4">
-                  <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">诊断上下文</div>
+                  <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">诊断依据</div>
                   <div className="text-sm text-text-secondary mt-2 leading-relaxed">
-                    {thesis.data_freshness.message}
+                    已读取该股最近推荐、跟踪和诊断记录。
                   </div>
                   <div className="grid grid-cols-1 gap-2 mt-3">
                     {(thesis.decision_points ?? []).slice(0, 3).map((point) => (
@@ -310,7 +310,7 @@ export default function DiagnosePage() {
             <div className="glass-card-static p-5 animate-fade-in-up">
               <div className="flex items-center gap-2 mb-3">
                 <span className="w-3 h-3 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
-                <span className="text-xs text-text-muted">AI 正在分析...</span>
+                <span className="text-xs text-text-muted">正在分析...</span>
               </div>
               <div className="text-sm text-text-secondary leading-relaxed whitespace-pre-line">
                 {displayContent}
@@ -349,8 +349,8 @@ export default function DiagnosePage() {
                 <div className="grid grid-cols-1 md:grid-cols-2 gap-2">
                   <DiagnosisSummaryCard label="执行建议" value={buildDiagnosisAction(thesis, diagnoseMode)} />
                   <DiagnosisSummaryCard label="下一步" value={buildDiagnosisNextStep(thesis, diagnoseMode)} />
-                  <DiagnosisSummaryCard label="触发关注" value={thesis?.recommendation?.trigger_condition || "等待 AI 在长文中补充"} />
-                  <DiagnosisSummaryCard label="失效边界" value={thesis?.recommendation?.invalidation_condition || "等待 AI 在长文中补充"} />
+                  <DiagnosisSummaryCard label="触发关注" value={thesis?.recommendation?.trigger_condition || "等待正文补充"} />
+                  <DiagnosisSummaryCard label="失效边界" value={thesis?.recommendation?.invalidation_condition || "等待正文补充"} />
                 </div>
               </div>
               <div className="glass-card-static p-5">
@@ -358,7 +358,7 @@ export default function DiagnosePage() {
                   <div className="flex items-center gap-2">
                     <span className="text-sm font-semibold text-text-primary">{result?.ts_code || codeParam}</span>
                     <span className="text-[10px] px-1.5 py-0.5 rounded-md bg-emerald-500/10 text-emerald-400 border border-emerald-500/15">
-                      {cachedResult ? "缓存" : "分析完成"}
+                      {cachedResult ? "历史结论" : "分析完成"}
                     </span>
                   </div>
                 </div>
@@ -387,7 +387,7 @@ export default function DiagnosePage() {
                   <path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11" />
                 </svg>
               </div>
-              <div className="text-sm text-text-muted mb-2">输入股票代码开始 AI 诊断</div>
+              <div className="text-sm text-text-muted mb-2">输入股票代码开始诊断</div>
               <div className="text-xs text-text-muted/50 mb-4">
                 支持股票代码（如 600683）或名称（如 京投发展）
               </div>
@@ -494,7 +494,7 @@ function buildDiagnosisConclusion(thesis: StockThesisResponse | null, loading: b
     return thesis.recommendation.action_plan;
   }
   if (loading) {
-    return "AI 正在生成会诊";
+    return "正在生成会诊";
   }
   if (thesis?.has_recommendation === false) {
     return "暂无推荐归档，以本次诊断为准";
@@ -510,7 +510,7 @@ function buildDiagnosisRisk(thesis: StockThesisResponse | null, loading: boolean
     return thesis.latest_tracking.review_note;
   }
   if (loading) {
-    return "AI 正在补充风险判断";
+    return "正在补充风险判断";
   }
   return "当前没有明确风险备注";
 }

frontend/src/app/(auth)/layout.tsx

@@ -13,10 +13,10 @@ export default function AuthLayout({ children }: { children: React.ReactNode })
           <div className="px-6 pt-7 pb-5">
             <div className="flex items-center gap-3">
               <div className="w-8 h-8 rounded-lg bg-gradient-to-br from-amber-500 to-amber-600 flex items-center justify-center text-sm font-bold text-white shadow-glow-sm">
-                D
+                A
               </div>
               <div>
-                <h1 className="text-sm font-semibold tracking-tight">Dragon AI Agent</h1>
+                <h1 className="text-sm font-semibold tracking-tight">AlphaX Agent</h1>
                 <p className="text-xs text-text-muted mt-0.5 font-light tracking-wide">A 股投研作战台</p>
               </div>
             </div>

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

@@ -9,6 +9,7 @@ import type {
   RecommendationData,
 } from "@/lib/api";
 import StockCard from "@/components/stock-card";
+import { useAuth } from "@/hooks/use-auth";
 
 function formatDate(dateStr: string): string {
   const d = new Date(dateStr);
@@ -25,7 +26,7 @@ function formatDate(dateStr: string): string {
 
 type RecommendationWithDate = RecommendationData & { groupDate: string };
 
-type FocusTab = "actionable" | "watch" | "tracking" | "closed";
+type FocusTab = "actionable" | "watch" | "observe" | "tracking" | "closed";
 
 const SIGNAL_FILTERS = [
   { key: "all", label: "全部" },
@@ -36,6 +37,7 @@ const SIGNAL_FILTERS = [
 ];
 
 export default function RecommendationsPage() {
+  const { user } = useAuth();
   const [dayGroups, setDayGroups] = useState<DayGroup[]>([]);
   const [latest, setLatest] = useState<LatestResult | null>(null);
   const [expandedDays, setExpandedDays] = useState<Set<string>>(new Set());
@@ -48,7 +50,7 @@ export default function RecommendationsPage() {
       const [history, latestResult, ops] = await Promise.all([
         fetchAPI<DayGroup[]>("/api/recommendations/history?days=14"),
         fetchAPI<LatestResult>("/api/recommendations/latest").catch(() => null),
-        fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
+        user?.role === "admin" ? fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null) : Promise.resolve(null),
       ]);
 
       setDayGroups(history);
@@ -62,7 +64,7 @@ export default function RecommendationsPage() {
     } catch (error) {
       console.error("加载推荐失败:", error);
     }
-  }, []);
+  }, [user?.role]);
 
   useEffect(() => {
     loadData();
@@ -103,6 +105,7 @@ export default function RecommendationsPage() {
   const focusTabs: Array<{ key: FocusTab; label: string; count: number; description: string }> = [
     { key: "actionable", label: "可操作", count: actionable.length, description: "执行名单" },
     { key: "watch", label: "重点关注", count: watch.length, description: "等待确认" },
+    { key: "observe", label: "观察池", count: observe.length, description: "不急处理" },
     { key: "tracking", label: "跟踪中", count: tracking.length, description: "兑现进度" },
     { key: "closed", label: "已结束", count: closed.length, description: "复盘样本" },
   ];
@@ -110,9 +113,10 @@ export default function RecommendationsPage() {
   const focusItems = useMemo(() => {
     if (focusTab === "actionable") return actionable;
     if (focusTab === "watch") return watch;
+    if (focusTab === "observe") return observe.slice(0, 12);
     if (focusTab === "tracking") return tracking.slice(0, 8);
     return closed.slice(0, 8);
-  }, [actionable, closed, focusTab, tracking, watch]);
+  }, [actionable, closed, focusTab, observe, tracking, watch]);
 
   const themeFocus = useMemo(() => {
     const source = latestRecommendations.filter((rec) => ["可操作", "重点关注"].includes(rec.action_plan ?? ""));
@@ -144,18 +148,18 @@ export default function RecommendationsPage() {
         <h1 className="text-base sm:text-lg font-bold tracking-tight">今日决策池</h1>
       </div>
 
-      <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="glass-card-static overflow-hidden animate-fade-in-up">
+        <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_340px]">
+          <div className="p-4 md:p-5">
             <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">今日结论</div>
-            <h2 className="mt-2 text-xl font-bold tracking-tight text-text-primary">{focusSummary.headline}</h2>
-            <p className="mt-2 text-sm leading-6 text-text-secondary line-clamp-2">{focusSummary.detail}</p>
+            <h2 className="mt-2 text-2xl md:text-3xl font-bold tracking-tight text-text-primary">{focusSummary.headline}</h2>
+            <p className="mt-2 max-w-3xl text-sm leading-6 text-text-secondary">{focusSummary.detail}</p>
 
             {latest?.strategy_profile ? (
               <div className="mt-3 flex flex-wrap gap-2">
-                <SummaryChip label="策略" value={latest.strategy_profile.name} />
+                <SummaryChip label="打法" value={latest.strategy_profile.name} />
                 <SummaryChip label="立场" value={latest.strategy_profile.market_stance || (latest.strategy_profile.allow_trading ? "谨慎进攻" : "防守观察")} />
-                <SummaryChip label="仓位上限" value={`${latest.strategy_profile.max_position_pct ?? 0}%`} />
+                <SummaryChip label="仓位边界" value={`${latest.strategy_profile.max_position_pct ?? 0}%`} />
               </div>
             ) : null}
 
@@ -179,18 +183,22 @@ export default function RecommendationsPage() {
             </div>
           </div>
 
-          <div className="grid grid-cols-2 gap-2 self-start">
-            <SummaryMetric label="今日保留" value={latestRecommendations.length} tone="text-text-primary" />
-            <SummaryMetric label="可操作" value={actionable.length} tone="text-red-400" />
-            <SummaryMetric label="重点关注" value={watch.length} tone="text-amber-400" />
-            <SummaryMetric label="跟踪中" value={tracking.length} tone="text-cyan-400" />
-            <SummaryFact label="历史累计" value={`${totalCount} 只`} />
-            <SummaryFact label="已结束样本" value={`${closed.length} 只`} />
+          <div className="border-t border-border-subtle bg-surface-1/50 p-4 md:p-5 xl:border-l xl:border-t-0">
+            <div className="grid grid-cols-2 gap-2">
+              <SummaryMetric label="今日保留" value={latestRecommendations.length} tone="text-text-primary" />
+              <SummaryMetric label="可操作" value={actionable.length} tone="text-red-400" />
+              <SummaryMetric label="重点关注" value={watch.length} tone="text-amber-400" />
+              <SummaryMetric label="观察池" value={observe.length} tone="text-text-secondary" />
+            </div>
+            <div className="mt-3 grid grid-cols-2 gap-2">
+              <SummaryFact label="历史记录" value={`${totalCount} 只`} />
+              <SummaryFact label="已复盘" value={`${closed.length} 只`} />
+            </div>
           </div>
         </div>
       </div>
 
-      {opsStatus ? (
+      {user?.role === "admin" && opsStatus ? (
         <div className="glass-card-static p-3.5 animate-fade-in-up">
           <div className="flex flex-col md:flex-row md:items-center justify-between gap-3">
             <div className="text-xs text-text-secondary">
@@ -206,40 +214,34 @@ export default function RecommendationsPage() {
         </div>
       ) : null}
 
-      <div className="grid grid-cols-1 xl:grid-cols-[260px_minmax(0,1fr)] gap-4 animate-fade-in-up">
-        <div className="glass-card-static p-3">
-          <div className="text-[10px] uppercase tracking-[0.22em] text-text-muted font-semibold mb-3">焦点分组</div>
-          <div className="space-y-2">
+      <div className="glass-card-static p-4 md:p-5 animate-fade-in-up">
+        <div className="flex flex-col gap-4">
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <div>
+              <h2 className="text-base font-bold tracking-tight text-text-primary">
+                {focusTabs.find((tab) => tab.key === focusTab)?.label ?? "焦点标的"}
+              </h2>
+              <div className="mt-1 text-xs text-text-muted">
+                {focusTabs.find((tab) => tab.key === focusTab)?.description ?? "按当前结论处理"}
+              </div>
+            </div>
+            <div className="flex gap-2 overflow-x-auto pb-1">
             {focusTabs.map((tab) => (
               <button
                 key={tab.key}
                 onClick={() => setFocusTab(tab.key)}
-                className={`w-full rounded-2xl border px-3 py-3 text-left transition-all ${
+                className={`shrink-0 rounded-xl border px-3 py-2 text-left transition-all ${
                   focusTab === tab.key
                     ? "border-amber-500/20 bg-amber-500/[0.06]"
                     : "border-border-subtle bg-surface-1 hover:bg-surface-2"
                 }`}
               >
-                <div className="flex items-center justify-between gap-3">
-                  <div className="min-w-0">
-                    <div className="text-sm font-semibold text-text-primary">{tab.label}</div>
-                    <div className="mt-1 text-[11px] leading-5 text-text-muted">{tab.description}</div>
-                  </div>
-                  <span className="rounded-lg bg-surface-2 px-2 py-1 text-xs font-mono tabular-nums text-text-secondary">
-                    {tab.count}
-                  </span>
+                <div className="flex items-center gap-2">
+                  <span className="text-xs font-semibold text-text-primary">{tab.label}</span>
+                  <span className="font-mono text-xs tabular-nums text-text-muted">{tab.count}</span>
                 </div>
               </button>
             ))}
-          </div>
-        </div>
-
-        <div className="glass-card-static p-4 md:p-5">
-          <div className="flex items-center justify-between gap-3">
-            <div>
-              <h2 className="text-base font-bold tracking-tight text-text-primary">
-                {focusTabs.find((tab) => tab.key === focusTab)?.label ?? "焦点标的"}
-              </h2>
             </div>
           </div>
 
@@ -257,33 +259,6 @@ export default function RecommendationsPage() {
         </div>
       </div>
 
-      <div className="glass-card-static p-4 md:p-5 animate-fade-in-up">
-        <div className="flex items-center justify-between gap-3">
-          <div>
-            <h2 className="text-sm font-semibold text-text-primary">后台观察</h2>
-          </div>
-          <span className="text-xs text-text-muted">{observe.length} 只</span>
-        </div>
-
-        {observe.length ? (
-          <div className="mt-4 flex flex-wrap gap-2">
-            {observe.slice(0, 12).map((rec) => (
-              <a
-                key={`observe-${rec.ts_code}`}
-                href={`/stock/${rec.ts_code}`}
-                className="rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-2 text-xs text-text-secondary transition-colors hover:border-amber-500/20"
-              >
-                <span className="font-semibold text-text-primary">{rec.name}</span>
-                <span className="mx-1 text-text-muted">·</span>
-                <span>{rec.sector}</span>
-              </a>
-            ))}
-          </div>
-        ) : (
-          <div className="mt-4 text-sm text-text-muted">暂无观察池标的。</div>
-        )}
-      </div>
-
       <div className="glass-card-static p-4 md:p-5 animate-fade-in-up">
         <div className="flex flex-col md:flex-row md:items-center justify-between gap-3">
           <div>
@@ -410,7 +385,7 @@ function buildFocusSummary({
   ];
 
   const later = [
-    observe.length > 0 ? `${observe.length} 只后台观察。` : "不堆弱标的。",
+    observe.length > 0 ? `${observe.length} 只观察池标的。` : "不堆弱标的。",
     closed.length > 0 ? `${closed.length} 只已结束样本。` : "暂无结束样本。",
     "不追无触发标的。",
   ];

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

@@ -2,14 +2,14 @@
 
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { fetchAPI } from "@/lib/api";
-import type { LeadingStock, SectorData, SectorRotationData } from "@/lib/api";
+import type { LeadingStock, SectorData } from "@/lib/api";
 import { formatNumber } from "@/lib/utils";
 import { ErrorBoundary } from "@/components/error-boundary";
 import { useWebSocket } from "@/hooks/use-websocket";
 
 function getThemeAliasLine(sector: SectorData) {
   const aliases = (sector.theme_aliases ?? []).filter((alias) => alias && alias !== sector.sector_name).slice(0, 4);
-  if (!aliases.length) return "系统主题";
+  if (!aliases.length) return "主题归类待补充";
   return `包含：${aliases.join(" / ")}`;
 }
 
@@ -70,6 +70,14 @@ function getLeaders(sector: SectorData): LeadingStock[] {
     : sector.leading_stocks ?? [];
 }
 
+function getCatalystLabel(sector: SectorData) {
+  const score = sector.catalyst_score ?? 0;
+  if (score >= 70) return { label: `强催化 ${score.toFixed(0)}`, className: "border-red-500/15 bg-red-500/10 text-red-300" };
+  if (score >= 45) return { label: `有催化 ${score.toFixed(0)}`, className: "border-amber-500/15 bg-amber-500/10 text-amber-300" };
+  if ((sector.catalyst_count ?? 0) > 0) return { label: `催化 ${score.toFixed(0)}`, className: "border-border-subtle bg-surface-2 text-text-secondary" };
+  return null;
+}
+
 function getHeadline(sectors: SectorData[]) {
   const primary = sectors[0];
   const secondary = sectors[1];
@@ -78,8 +86,8 @@ function getHeadline(sectors: SectorData[]) {
   if (!primary) {
     return {
       title: "暂无主线数据",
-      detail: "等待实时主题榜或扫描结果更新后再判断。",
-      canDo: ["等待主题榜更新。"],
+      detail: "等待新的主线结论后再判断。",
+      canDo: ["等待主线结论更新。"],
       avoid: ["不做情绪追涨。"],
     };
   }
@@ -120,24 +128,6 @@ function getHeadline(sectors: SectorData[]) {
   };
 }
 
-function getSourceLabel(source?: string) {
-  if (source === "eastmoney") return "东方财富";
-  if (source === "sina") return "新浪";
-  if (source === "snapshot") return "本地快照";
-  if (source === "mixed") return "多源";
-  return "未知来源";
-}
-
-function getSourceRiskHint(source?: string, dataMode?: string) {
-  if (source === "snapshot" || dataMode === "daily_snapshot") {
-    return "快照口径";
-  }
-  if (source === "sina") {
-    return "新浪口径";
-  }
-  return "实时口径";
-}
-
 function LeadingStockPill({ stock }: { stock: LeadingStock }) {
   return (
     <a
@@ -209,7 +199,7 @@ function LaneCard({
       </div>
 
       <div className="mt-3 space-y-2.5">
-        {sectors.length ? sectors.map((sector) => <LaneRow key={sector.sector_code} sector={sector} />) : (
+        {sectors.length ? sectors.map((sector, index) => <LaneRow key={sector.sector_code} sector={sector} rank={index + 1} />) : (
           <div className="text-xs text-text-muted">暂无数据</div>
         )}
       </div>
@@ -217,32 +207,43 @@ function LaneCard({
   );
 }
 
-function LaneRow({ sector }: { sector: SectorData }) {
+function LaneRow({ sector, rank }: { sector: SectorData; rank: number }) {
   const displayPct = sector.realtime_pct_change ?? sector.pct_change;
   const stage = getStageInfo(sector.stage ?? "");
   const action = getActionPlan(sector);
   const leaders = getLeaders(sector).slice(0, 2);
+  const catalyst = getCatalystLabel(sector);
 
   return (
     <div className="rounded-xl border border-border-subtle bg-surface-2/70 px-3 py-3">
       <div className="flex items-start justify-between gap-3">
-        <div className="min-w-0">
-          <div className="flex items-center gap-2 flex-wrap">
-            <span className="text-sm font-semibold text-text-primary">{sector.sector_name}</span>
-            {sector.board_type === "theme" ? (
-              <span className="rounded-md border border-sky-500/15 bg-sky-500/10 px-1.5 py-0.5 text-[10px] text-sky-300">
-                系统主题
+        <div className="min-w-0 flex gap-3">
+          <div className="flex h-7 w-7 shrink-0 items-center justify-center rounded-lg bg-surface-1 font-mono text-xs text-text-muted">
+            {rank}
+          </div>
+          <div className="min-w-0">
+            <div className="flex items-center gap-2 flex-wrap">
+              <span className="text-sm font-semibold text-text-primary">{sector.sector_name}</span>
+              {sector.board_type === "theme" ? (
+                <span className="rounded-md border border-sky-500/15 bg-sky-500/10 px-1.5 py-0.5 text-[10px] text-sky-300">
+                  主题
+                </span>
+              ) : null}
+              <span className={`rounded-md border px-1.5 py-0.5 text-[10px] ${stage.bg} ${stage.color}`}>
+                {stage.label}
               </span>
-            ) : null}
-            <span className={`rounded-md border px-1.5 py-0.5 text-[10px] ${stage.bg} ${stage.color}`}>
-              {stage.label}
-            </span>
-          </div>
-          <div className="mt-1 text-[11px] text-text-muted">
-            {getThemeAliasLine(sector)}
-          </div>
-          <div className="mt-1 text-[11px] text-text-muted">
-            代表股：{leaders.length ? leaders.map((item) => item.name).join(" / ") : "暂无"}
+              {catalyst ? (
+                <span className={`rounded-md border px-1.5 py-0.5 text-[10px] ${catalyst.className}`}>
+                  {catalyst.label}
+                </span>
+              ) : null}
+            </div>
+            <div className="mt-1 text-[11px] text-text-muted">
+              {getThemeAliasLine(sector)}
+            </div>
+            <div className="mt-1 text-[11px] text-text-muted">
+              代表股：{leaders.length ? leaders.map((item) => item.name).join(" / ") : "暂无"}
+            </div>
           </div>
         </div>
         <div className="text-right shrink-0">
@@ -268,39 +269,35 @@ function SectorCard({ sector, index }: { sector: SectorData; index: number }) {
   const displayPct = sector.realtime_pct_change ?? sector.pct_change;
   const displayAmount = sector.realtime_amount ?? sector.capital_inflow;
   const displayLimitUp = sector.realtime_limit_up_count ?? sector.limit_up_count;
-  const displayUpCount = sector.realtime_up_count;
-  const displayDownCount = sector.realtime_down_count;
   const stage = getStageInfo(sector.stage ?? "");
   const leaders = getLeaders(sector).slice(0, 3);
   const action = getActionPlan(sector);
+  const catalyst = getCatalystLabel(sector);
+  const catalystReason = sector.catalyst_reasons?.[0];
 
   return (
-    <div className="glass-card animate-fade-in-up overflow-hidden" style={{ animationDelay: `${index * 40}ms` }}>
-      <div className="p-4">
+    <div className="rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-3 animate-fade-in-up" style={{ animationDelay: `${index * 30}ms` }}>
         <div className="flex items-start justify-between gap-3">
           <div className="min-w-0">
             <div className="flex items-center gap-2 flex-wrap">
               <span className="text-sm font-semibold text-text-primary">{sector.sector_name}</span>
               {sector.board_type === "theme" ? (
                 <span className="rounded-md border border-sky-500/15 bg-sky-500/10 px-1.5 py-0.5 text-[10px] text-sky-300">
-                  系统主题
+                  主题
                 </span>
               ) : null}
               <span className={`rounded-md border px-1.5 py-0.5 text-[10px] ${stage.bg} ${stage.color}`}>
                 {stage.label}
               </span>
-              {sector.is_realtime ? (
-                <span className="rounded-md border border-emerald-500/15 bg-emerald-500/10 px-1.5 py-0.5 text-[10px] text-emerald-400/80">
-                  实时
+              {catalyst ? (
+                <span className={`rounded-md border px-1.5 py-0.5 text-[10px] ${catalyst.className}`}>
+                  {catalyst.label}
                 </span>
               ) : null}
             </div>
             <div className="mt-1 text-[11px] text-text-muted">
               {action.label} · {action.description}
             </div>
-            <div className="mt-1 text-[11px] text-text-muted">
-              {getThemeAliasLine(sector)}
-            </div>
           </div>
           <div className="text-right shrink-0">
             <div className={`text-base font-bold font-mono tabular-nums ${displayPct >= 0 ? "text-red-400" : "text-emerald-400"}`}>
@@ -310,32 +307,32 @@ function SectorCard({ sector, index }: { sector: SectorData; index: number }) {
           </div>
         </div>
 
-        <div className="mt-3 grid grid-cols-4 gap-2">
-          <MetricBox label={sector.is_realtime ? "成交额" : "资金"}>
+        <div className="mt-3 grid grid-cols-3 gap-2">
+          <MetricBox label="资金">
             <span className={`font-mono tabular-nums ${displayAmount >= 0 ? "text-red-400" : "text-emerald-400"}`}>
               {displayAmount >= 0 ? "+" : ""}{formatNumber(displayAmount)}
             </span>
           </MetricBox>
-          <MetricBox label={sector.is_realtime ? "上涨/下跌" : "涨停"}>
-            {sector.is_realtime && displayUpCount != null && displayDownCount != null ? (
-              <span className="font-mono tabular-nums text-text-secondary">{displayUpCount}/{displayDownCount}</span>
-            ) : (
-              <span className="font-mono tabular-nums text-text-secondary">{displayLimitUp}只</span>
-            )}
+          <MetricBox label="涨停">
+            <span className="font-mono tabular-nums text-text-secondary">{displayLimitUp}只</span>
           </MetricBox>
-          <MetricBox label={sector.is_realtime ? "换手" : "连板"}>
-            <span className="font-mono tabular-nums text-text-secondary">
-              {sector.is_realtime ? `${(sector.realtime_turnover_rate ?? sector.turnover_avg ?? 0).toFixed(1)}%` : `${sector.days_continuous}天`}
-            </span>
-          </MetricBox>
-          <MetricBox label="主力占比">
+          <MetricBox label="主力">
             <span className="font-mono tabular-nums text-text-secondary">{(sector.main_force_ratio ?? 0).toFixed(1)}%</span>
           </MetricBox>
         </div>
 
-        <div className="mt-3 rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-2">
-          <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold">跟踪重点</div>
-          <div className="mt-1 text-[12px] leading-6 text-text-secondary">
+        {catalystReason ? (
+          <div className="mt-3 rounded-xl border border-amber-500/15 bg-amber-500/[0.06] px-3 py-2">
+            <div className="text-[10px] uppercase tracking-wider text-amber-300/80 font-semibold">新闻/政策催化</div>
+            <div className="mt-1 text-[12px] leading-6 text-text-secondary">
+              {catalystReason}
+            </div>
+          </div>
+        ) : null}
+
+        <div className="mt-3 rounded-xl bg-surface-2/70 px-3 py-2">
+          <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold">失效信号</div>
+          <div className="mt-1 text-[12px] leading-5 text-text-secondary">
             {action.risk}
           </div>
         </div>
@@ -348,7 +345,6 @@ function SectorCard({ sector, index }: { sector: SectorData; index: number }) {
             </div>
           </div>
         ) : null}
-      </div>
     </div>
   );
 }
@@ -362,104 +358,8 @@ function MetricBox({ label, children }: { label: string; children: React.ReactNo
   );
 }
 
-function RotationPanel({ data }: { data: SectorRotationData }) {
-  const [el, setEl] = useState<HTMLDivElement | null>(null);
-  const { theme } = useNextTheme();
-
-  useEffect(() => {
-    if (!el || !data.sectors.length) return;
-
-    let chart: ReturnType<typeof import("echarts")["init"]> | null = null;
-
-    import("echarts").then((ec) => {
-      if (!el) return;
-      const isDark = theme !== "light";
-      chart = ec.init(el, isDark ? "dark" : undefined);
-
-      const isLight = theme === "light";
-      const axisLabelColor = isLight ? "#6b7280" : "#94a3b8";
-      const dates = data.dates.map((d) => d.slice(4));
-      const sectorNames = data.sectors.map((s) => s.sector_name);
-      const heatData: [number, number, number][] = [];
-      let minVal = Infinity;
-      let maxVal = -Infinity;
-
-      data.sectors.forEach((sector, yi) => {
-        dates.forEach((_, xi) => {
-          const dayData = sector.daily_data.find((item) => data.dates[xi] && item.trade_date === data.dates[xi]);
-          const val = dayData?.pct_change ?? 0;
-          heatData.push([xi, yi, val]);
-          if (val < minVal) minVal = val;
-          if (val > maxVal) maxVal = val;
-        });
-      });
-
-      chart.setOption({
-        backgroundColor: "transparent",
-        tooltip: {
-          formatter: (params: { data: number[] }) => {
-            const [x, y, val] = params.data;
-            return `${sectorNames[y]}<br/>${dates[x]}: <b>${val > 0 ? "+" : ""}${val.toFixed(2)}%</b>`;
-          },
-        },
-        grid: { left: "15%", right: "5%", top: "5%", bottom: "12%" },
-        xAxis: {
-          type: "category",
-          data: dates,
-          splitArea: { show: true },
-          axisLabel: { fontSize: 10, color: axisLabelColor },
-        },
-        yAxis: {
-          type: "category",
-          data: sectorNames,
-          axisLabel: { fontSize: 10, color: axisLabelColor, width: 60, overflow: "truncate" },
-        },
-        visualMap: {
-          min: minVal,
-          max: maxVal,
-          calculable: true,
-          orient: "horizontal",
-          left: "center",
-          bottom: 0,
-          inRange: {
-            color: ["#22c55e", "#fbbf24", "#ef4444"],
-          },
-          textStyle: { fontSize: 10, color: axisLabelColor },
-        },
-        series: [{
-          type: "heatmap",
-          data: heatData,
-          label: {
-            show: true,
-            fontSize: 9,
-            formatter: (params: { data: number[] }) => {
-              const val = params.data[2];
-              return val > 0 ? `+${val.toFixed(1)}` : val.toFixed(1);
-            },
-          },
-        }],
-      });
-
-      const handleResize = () => chart?.resize();
-      window.addEventListener("resize", handleResize);
-    });
-
-    return () => { chart?.dispose(); };
-  }, [data, theme, el]);
-
-  return (
-    <div className="glass-card-static p-4">
-      <div className="text-sm font-semibold text-text-primary">近{data.dates.length}日方向轮动</div>
-      <div className="mt-1 text-xs text-text-muted">只在需要确认主线是否持续轮动时使用，不抢首页主视野。</div>
-      <div ref={setEl} className="mt-3 w-full" style={{ height: Math.max(data.sectors.length * 28 + 60, 200) }} />
-    </div>
-  );
-}
-
 export default function SectorsPage() {
   const [sectors, setSectors] = useState<SectorData[]>([]);
-  const [showRotation, setShowRotation] = useState(false);
-  const [rotationData, setRotationData] = useState<SectorRotationData | null>(null);
   const [stageFilter, setStageFilter] = useState<string>("all");
 
   const loadData = useCallback(async () => {
@@ -481,29 +381,9 @@ export default function SectorsPage() {
     }, [loadData])
   );
 
-  const loadRotation = useCallback(async () => {
-    try {
-      const data = await fetchAPI<SectorRotationData>("/api/sectors/rotation?days=5");
-      setRotationData(data);
-    } catch {
-      // ignore
-    }
-  }, []);
-
-  useEffect(() => {
-    if (showRotation && !rotationData) {
-      loadRotation();
-    }
-  }, [showRotation, rotationData, loadRotation]);
-
-  const hasRealtime = sectors.some((item) => item.is_realtime);
-  const structureTradeDate = sectors[0]?.structure_trade_date || sectors[0]?.trade_date || "";
-  const dataMode = sectors[0]?.data_mode || "daily_snapshot";
-  const source = sectors[0]?.source || "snapshot";
   const summary = getHeadline(sectors);
   const topPct = sectors[0] ? (sectors[0].realtime_pct_change ?? sectors[0].pct_change) : 0;
   const hasPositiveLeader = topPct > 0;
-  const sourceRiskHint = getSourceRiskHint(source, dataMode);
 
   const stageCounts = useMemo(() => {
     const counts = { all: sectors.length, early: 0, mid: 0, late_end: 0 };
@@ -530,26 +410,12 @@ export default function SectorsPage() {
       <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-lg font-bold tracking-tight">主线主题</h1>
-          <div className="mt-2 inline-flex items-center gap-2 rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-2 text-[11px] text-text-secondary">
-            <span className="text-text-muted">来源</span>
-            <span className="font-medium text-text-primary">{getSourceLabel(source)}</span>
-            <span className="text-text-muted/50">·</span>
-            <span className="text-text-muted">{dataMode}</span>
-            {hasRealtime ? <span className="text-emerald-400/70">实时</span> : null}
-            <span className="text-text-muted/50">·</span>
-            <span className="text-amber-400/80">{sourceRiskHint}</span>
-          </div>
-          {hasRealtime && dataMode === "realtime_overlay" ? (
-            <p className="mt-2 text-[11px] text-text-muted/70">
-              结构日 {structureTradeDate || "最近交易日"}
-            </p>
-          ) : null}
         </div>
 
         {!sectors.length ? (
           <div className="glass-card-static p-12 text-center animate-fade-in-up">
-            <div className="text-sm text-text-muted">暂无板块数据</div>
-            <div className="mt-1 text-xs text-text-muted/50">触发扫描后自动更新</div>
+            <div className="text-sm text-text-muted">暂无主线结论</div>
+            <div className="mt-1 text-xs text-text-muted/50">等下一次复盘后再看。</div>
           </div>
         ) : (
           <>
@@ -569,12 +435,12 @@ export default function SectorsPage() {
                   <MetricBox label="主线数"><span className="font-mono tabular-nums text-text-primary">{mainline.length}</span></MetricBox>
                   <MetricBox label="次主线"><span className="font-mono tabular-nums text-text-primary">{secondary.length}</span></MetricBox>
                   <MetricBox label="观察线"><span className="font-mono tabular-nums text-text-primary">{watchline.length}</span></MetricBox>
-                  <MetricBox label="实时模式"><span className="text-text-secondary">{hasRealtime ? "开启" : "关闭"}</span></MetricBox>
+                  <MetricBox label="强催化"><span className="font-mono tabular-nums text-amber-400">{sectors.filter((sector) => (sector.catalyst_score ?? 0) >= 70).length}</span></MetricBox>
                 </div>
               </div>
             </div>
 
-            <div className="grid grid-cols-1 xl:grid-cols-3 gap-4 animate-fade-in-up">
+            <div className="grid grid-cols-1 xl:grid-cols-[1.15fr_0.95fr_0.8fr] gap-4 animate-fade-in-up">
               <LaneCard
                 title={hasPositiveLeader ? "今日主线" : "相对抗跌"}
                 description={hasPositiveLeader ? "优先方向" : "暂不进攻"}
@@ -599,7 +465,7 @@ export default function SectorsPage() {
               <div className="glass-card-static p-4 md:p-5">
                 <div className="flex flex-wrap items-center justify-between gap-3">
                   <div>
-                    <h2 className="text-sm font-semibold text-text-primary">完整方向列表</h2>
+                    <h2 className="text-sm font-semibold text-text-primary">方向清单</h2>
                   </div>
                   <div className="flex flex-wrap items-center gap-2">
                     {[
@@ -629,7 +495,7 @@ export default function SectorsPage() {
                     当前筛选下无板块数据。
                   </div>
                 ) : (
-                  <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-4">
+                  <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
                     {filteredSectors.map((sector, index) => (
                       <SectorCard key={sector.sector_code} sector={sector} index={index} />
                     ))}
@@ -637,35 +503,13 @@ export default function SectorsPage() {
                 )}
               </div>
 
-              <div className="space-y-4">
-                <div className="glass-card-static p-4">
-                  <div className="flex items-center justify-between gap-3">
-                    <div>
-                      <h2 className="text-sm font-semibold text-text-primary">方向轮动</h2>
-                    </div>
-                    <button
-                      onClick={() => setShowRotation((value) => !value)}
-                      className={`rounded-xl border px-3 py-2 text-xs font-medium transition-all ${
-                        showRotation
-                          ? "border-amber-500/20 bg-amber-500/[0.06] text-amber-400"
-                          : "border-transparent bg-surface-2 text-text-muted hover:text-text-secondary"
-                      }`}
-                    >
-                      {showRotation ? "收起" : "展开"}
-                    </button>
-                  </div>
+              <div className="glass-card-static p-4 self-start">
+                <h2 className="text-sm font-semibold text-text-primary">怎么使用</h2>
+                <div className="mt-3 space-y-2 text-sm leading-6 text-text-secondary">
+                  <div>先看今日主线，再看前排代表股。</div>
+                  <div>只在回流、扩散和承接同时出现时提高优先级。</div>
+                  <div>后期和尾声方向只做观察，不当作新主线追。</div>
                 </div>
-
-                {showRotation ? (
-                  rotationData && rotationData.sectors.length > 0 ? (
-                    <RotationPanel data={rotationData} />
-                  ) : (
-                    <div className="glass-card-static p-8 text-center">
-                      <div className="mx-auto mb-2 h-6 w-6 rounded-full border-2 border-amber-400/30 border-t-amber-400 animate-spin" />
-                      <div className="text-xs text-text-muted">加载轮动数据...</div>
-                    </div>
-                  )
-                ) : null}
               </div>
             </div>
           </>
@@ -674,9 +518,3 @@ export default function SectorsPage() {
     </ErrorBoundary>
   );
 }
-
-function useNextTheme() {
-  // eslint-disable-next-line @typescript-eslint/no-require-imports
-  const { useTheme } = require("next-themes");
-  return useTheme();
-}

frontend/src/app/(auth)/stock/[code]/page.tsx

@@ -162,7 +162,7 @@ export default function StockDetailPage() {
   const latestTracking = thesis?.latest_tracking;
   const latestFlow = capitalFlow.length > 0 ? capitalFlow[capitalFlow.length - 1] : null;
   const pageName = recommendation?.name || thesis?.name || quote?.name || code;
-  const aiConviction = recommendation?.llm_score != null ? Math.round(recommendation.llm_score) : null;
+  const conviction = recommendation?.llm_score != null ? Math.round(recommendation.llm_score) : null;
 
   return (
     <ErrorBoundary>
@@ -212,14 +212,14 @@ export default function StockDetailPage() {
             </div>
 
             <div className="rounded-2xl bg-surface-1/80 border border-border-subtle p-4">
-              <SectionTitle title="数据状态" />
+              <SectionTitle title="今日处理" />
               <div className="text-xs text-text-secondary leading-relaxed mt-2">
-                {thesis?.data_freshness.message ?? "加载中"}
+                {thesis ? "已读取最近推荐、跟踪和诊断记录。" : "加载中"}
               </div>
               <div className="grid grid-cols-2 gap-2 mt-3">
                 <MiniDataCell label="当前动作" value={recommendation?.action_plan || "观察"} />
-                <MiniDataCell label="AI 置信" value={aiConviction != null ? `${aiConviction}/10` : "暂无"} />
-                <MiniDataCell label="AI预筛" value={recommendation?.prefilter_decision || "暂无"} />
+                <MiniDataCell label="把握度" value={conviction != null ? `${conviction}/10` : "暂无"} />
+                <MiniDataCell label="初步判断" value={formatPrefilterDecision(recommendation?.prefilter_decision)} />
                 <MiniDataCell label="建议仓位" value={recommendation?.suggested_position_pct != null ? `${recommendation.suggested_position_pct}%` : "未设置"} />
               </div>
               {(recommendation?.recall_tags?.length ?? 0) > 0 ? (
@@ -232,7 +232,7 @@ export default function StockDetailPage() {
                 </div>
               ) : null}
               <div className="flex flex-wrap items-center gap-3 mt-3 text-[11px] text-text-muted">
-                <span>推荐 {formatDateTime(thesis?.data_freshness.recommendation_created_at)}</span>
+                <span>入选 {formatDateTime(thesis?.data_freshness.recommendation_created_at)}</span>
                 <span>跟踪 {thesis?.data_freshness.tracking_date || "暂无"}</span>
                 <span>诊断 {thesis?.diagnoses?.length ? `${thesis.diagnoses.length}条` : "暂无"}</span>
               </div>
@@ -240,7 +240,7 @@ export default function StockDetailPage() {
                 href={`/diagnose?code=${code}`}
                 className="inline-flex items-center justify-center mt-3 w-full 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 transition-all border border-amber-500/10"
               >
-                AI 诊断
+                个股诊断
               </a>
             </div>
           </div>
@@ -280,8 +280,8 @@ export default function StockDetailPage() {
             {evidenceLoaded ? (
               <>
                 <div className="grid grid-cols-1 md:grid-cols-2 gap-4 animate-fade-in-up">
-                  {kline.length > 0 ? <KlineChart data={kline as never[]} /> : <ChartEmptyCard title="K线图" description="暂无K线缓存数据" />}
-                  {capitalFlow.length > 0 ? <CapitalFlowChart data={capitalFlow} /> : <ChartEmptyCard title="资金流向趋势" description="暂无资金流缓存数据" />}
+                  {kline.length > 0 ? <KlineChart data={kline as never[]} /> : <ChartEmptyCard title="K线图" description="暂无K线数据" />}
+                  {capitalFlow.length > 0 ? <CapitalFlowChart data={capitalFlow} /> : <ChartEmptyCard title="资金流向趋势" description="暂无资金流数据" />}
                 </div>
 
                 {latestFlow ? (
@@ -308,19 +308,19 @@ function PlanCard({
       <div className="flex items-center justify-between gap-3 mb-3">
         <SectionTitle title="执行计划" />
         {recommendation?.llm_score != null ? (
-          <span className="text-xs font-mono tabular-nums text-cyan-400/80">AI 置信 {Math.round(recommendation.llm_score)}/10</span>
+          <span className="text-xs font-mono tabular-nums text-cyan-400/80">把握度 {Math.round(recommendation.llm_score)}/10</span>
         ) : null}
       </div>
       <div className="space-y-3 text-sm">
-        {recommendation?.prefilter_reason ? <PlanRow label="AI预筛原因" value={recommendation.prefilter_reason} /> : null}
+        {recommendation?.prefilter_reason ? <PlanRow label="初筛理由" value={recommendation.prefilter_reason} /> : null}
         {(recommendation?.focus_points?.length ?? 0) > 0 ? (
-          <PlanRow label="AI关注点" value={(recommendation?.focus_points ?? []).slice(0, 3).join(" / ")} />
+          <PlanRow label="关注点" value={(recommendation?.focus_points ?? []).slice(0, 3).join(" / ")} />
         ) : null}
         <PlanRow label="触发条件" value={recommendation?.trigger_condition || "暂无明确触发条件"} />
         <PlanRow label="失效条件" value={recommendation?.invalidation_condition || "暂无明确失效条件"} />
         <PlanRow label="建议仓位" value={recommendation?.suggested_position_pct != null ? `${recommendation.suggested_position_pct}%` : "未设置"} />
         <PlanRow label="复盘周期" value={recommendation?.review_after_days ? `${recommendation.review_after_days}个交易日` : "未设置"} />
-        {recommendation ? <PlanRow label="召回来源" value={(recommendation.recall_tags ?? []).map(formatRecallTag).join(" / ") || "暂无归档"} /> : null}
+        {recommendation ? <PlanRow label="入选线索" value={(recommendation.recall_tags ?? []).map(formatRecallTag).join(" / ") || "暂无归档"} /> : null}
         {recommendation ? <PlanRow label="规则参考" value={`${Math.round(recommendation.score)} 分（边界证据）`} /> : null}
         {trackingNote ? <PlanRow label="跟踪结论" value={trackingNote} /> : null}
       </div>
@@ -330,8 +330,8 @@ function PlanCard({
 
 function formatRecallTag(tag: string): string {
   const labels: Record<string, string> = {
-    sector_recall: "主线召回",
-    trend_scan: "趋势召回",
+    sector_recall: "主线入选",
+    trend_scan: "趋势入选",
     intraday_active: "盘中异动",
     hot_sector_core: "板块核心",
     sector_leader: "前排线索",
@@ -341,6 +341,15 @@ function formatRecallTag(tag: string): string {
   return labels[tag] ?? tag;
 }
 
+function formatPrefilterDecision(decision?: string | null): string {
+  const labels: Record<string, string> = {
+    priority: "优先研究",
+    watch: "保留观察",
+    ignore: "暂不处理",
+  };
+  return labels[decision ?? ""] ?? "暂无";
+}
+
 function EvidenceCard({
   recommendation,
   quote,
@@ -394,7 +403,7 @@ function DiagnosisArchiveCard({ diagnoses }: { diagnoses: StockThesisResponse["d
   return (
     <div className="glass-card-static p-5">
       <div className="flex items-center justify-between gap-3 mb-3">
-        <SectionTitle title="AI 推演归档" />
+        <SectionTitle title="推演归档" />
         <span className="text-[10px] text-text-muted font-mono tabular-nums">{diagnoses.length}条</span>
       </div>
       {diagnoses.length ? (
@@ -409,7 +418,7 @@ function DiagnosisArchiveCard({ diagnoses }: { diagnoses: StockThesisResponse["d
           ))}
         </div>
       ) : (
-        <div className="text-sm text-text-muted">暂无 AI 诊断归档</div>
+        <div className="text-sm text-text-muted">暂无诊断归档</div>
       )}
     </div>
   );
@@ -441,7 +450,7 @@ function TrackingCard({ tracking }: { tracking: StockThesisResponse["latest_trac
 function QuoteSnapshot({ quote, evidenceLoaded }: { quote: QuoteData | null; evidenceLoaded: boolean }) {
   return (
     <div className="glass-card-static p-5">
-      <SectionTitle title="盘面快照" />
+      <SectionTitle title="盘面表现" />
       {quote ? (
         <>
           <div className="flex items-baseline gap-3 mt-3">
@@ -460,7 +469,7 @@ function QuoteSnapshot({ quote, evidenceLoaded }: { quote: QuoteData | null; evi
           </div>
         </>
       ) : evidenceLoaded ? (
-        <div className="text-sm text-text-muted mt-3">暂未获取到实时行情</div>
+        <div className="text-sm text-text-muted mt-3">暂无行情证据</div>
       ) : (
         <div className="text-sm text-text-muted mt-3">点击“加载行情证据”后查看</div>
       )}
@@ -495,7 +504,7 @@ function SignalSnapshot({
           </div>
         </>
       ) : evidenceLoaded ? (
-        <div className="text-sm text-text-muted mt-3">暂无技术面快照</div>
+        <div className="text-sm text-text-muted mt-3">暂无技术信号</div>
       ) : (
         <div className="text-sm text-text-muted mt-3">点击“加载行情证据”后查看</div>
       )}

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

@@ -357,8 +357,19 @@ function ConfigCenterPanel({
 function StrategyConfigCard({ item, onRollback }: { item: StrategyConfigRecord; onRollback: (strategyId: string) => void }) {
   const cfg = item.config;
   const scoreWeights = cfg.score_weights as Record<string, number> | undefined;
+  const weightLabels: Record<string, string> = {
+    catalyst: "催化",
+    theme_money: "主题资金",
+    stock_money: "个股资金",
+    emotion_role: "情绪角色",
+    timing: "时机",
+    capital_momentum: "资金顺势",
+    supply_demand: "供需",
+    price_action: "价格行为",
+    trend: "趋势",
+  };
   const weightText = scoreWeights
-    ? Object.entries(scoreWeights).map(([key, value]) => `${key}:${Number(value).toFixed(2)}`).join(" / ")
+    ? Object.entries(scoreWeights).map(([key, value]) => `${weightLabels[key] ?? key}:${Number(value).toFixed(2)}`).join(" / ")
     : "暂无权重";
 
   return (

frontend/src/app/(public)/login/page.tsx

@@ -113,12 +113,12 @@ export default function LoginPage() {
         <div className="flex flex-col items-center mb-8">
           <div className="relative mb-5">
             <div className="w-12 h-12 rounded-xl bg-gradient-to-br from-amber-500 to-amber-600 flex items-center justify-center text-lg font-bold text-white shadow-glow">
-              D
+              A
             </div>
             <div className="absolute inset-0 rounded-xl border border-amber-500/20 animate-pulse-ring" />
           </div>
-          <h1 className="text-lg font-bold tracking-tight text-text-primary">Dragon AI Agent</h1>
-          <p className="text-xs text-text-muted mt-1">A 股智能筛选引擎</p>
+          <h1 className="text-lg font-bold tracking-tight text-text-primary">AlphaX Agent</h1>
+          <p className="text-xs text-text-muted mt-1">Stock</p>
         </div>
 
         <div className="glass-card-static p-7 rounded-2xl">

frontend/src/app/(public)/page.tsx

@@ -17,11 +17,11 @@ export default function LandingPage() {
         <header className="flex items-center justify-between py-6 animate-fade-in-up">
           <div className="flex items-center gap-3">
             <div className="w-10 h-10 rounded-xl bg-gradient-to-br from-amber-500 to-amber-600 flex items-center justify-center text-sm font-bold text-white shadow-glow-sm">
-              D
+              A
             </div>
             <div>
-              <div className="text-sm font-semibold tracking-tight">Dragon AI Agent</div>
-              <div className="text-xs text-text-muted mt-0.5">A 股 AI 作战系统</div>
+              <div className="text-sm font-semibold tracking-tight">AlphaX Agent</div>
+              <div className="text-xs text-text-muted mt-0.5">Stock</div>
             </div>
           </div>
 
@@ -36,7 +36,7 @@ export default function LandingPage() {
         <section className="flex-1 flex items-center py-12 md:py-20">
           <div className="w-full max-w-4xl">
             <div className="text-[10px] uppercase tracking-[0.24em] text-amber-400 font-semibold animate-fade-in-up">
-              AI Market Operating System
+              AlphaX Agent ｜ Stock
             </div>
 
             <h1 className="mt-5 text-4xl md:text-6xl font-bold tracking-tight leading-[1.02] animate-fade-in-up">
@@ -47,7 +47,7 @@ export default function LandingPage() {
 
             <p className="mt-6 max-w-2xl text-base md:text-lg text-text-secondary leading-relaxed animate-fade-in-up">
               从大盘、主线板块到推荐池和自选股，
-              用 AI 帮你整理成一套清晰、连续、可跟踪的交易研究结果。
+              帮你整理成一套清晰、连续、可跟踪的交易研究结果。
             </p>
 
             <div className="flex flex-wrap gap-3 mt-8 animate-fade-in-up">

frontend/src/app/layout.tsx

@@ -4,8 +4,8 @@ import { AuthProvider } from "@/hooks/use-auth";
 import { ThemeProvider } from "next-themes";
 
 export const metadata: Metadata = {
-  title: "Dragon AI Agent",
-  description: "A 股智能筛选引擎，盘中实时分析与推荐",
+  title: "AlphaX Agent | Stock",
+  description: "A 股投研作战台，聚焦市场主线、资金流与交易决策",
 };
 
 export const viewport: Viewport = {

frontend/src/components/market-temp.tsx

@@ -94,7 +94,7 @@ export default function MarketTemp({ data, indices }: MarketTempProps) {
 
       {!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。
+          涨停/跌停池暂未确认，当前不展示不可靠的数值。
         </div>
       )}
 
@@ -105,7 +105,6 @@ export default function MarketTemp({ data, indices }: MarketTempProps) {
             <div key={idx.code} 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 truncate">
                 {idx.name}
-                {idx.realtime && <span className="text-emerald-400/60 ml-0.5">·实时</span>}
               </div>
               <div className="flex flex-col sm:flex-row sm:items-baseline gap-0.5 sm:gap-1.5">
                 <span className={`text-xs sm:text-sm font-mono tabular-nums font-semibold ${idx.pct_chg > 0 ? "text-red-400" : idx.pct_chg < 0 ? "text-emerald-400" : "text-text-primary"}`}>

frontend/src/components/nav.tsx

@@ -118,12 +118,12 @@ export function SidebarNav() {
       <SideNavItem href="/recommendations" icon={<TargetIcon />} label="推荐池" />
       <SideNavItem href="/sectors" icon={<FireIcon />} label="板块主线" />
       <SideNavItem href="/watchlists" icon={<WatchlistIcon />} label="自选股" />
-      <SideNavItem href="/chat" icon={<ChatIcon />} label="系统智能体" />
+      <SideNavItem href="/chat" icon={<ChatIcon />} label="研究助手" />
       <SideNavItem href="/diagnose" icon={<DiagnoseIcon />} label="个股诊断" />
       {user?.role === "admin" && (
         <>
-          <SideNavItem href="/strategy" icon={<StrategyIcon />} label="系统校准" />
-          <SideNavItem href="/settings" icon={<SettingsIcon />} label="系统设置" />
+          <SideNavItem href="/strategy" icon={<StrategyIcon />} label="策略校准" />
+          <SideNavItem href="/settings" icon={<SettingsIcon />} label="管理设置" />
         </>
       )}
     </nav>
@@ -159,7 +159,7 @@ export function MobileBottomNav() {
         <MobileNavItem href="/recommendations" label="推荐池">
           <TargetIcon />
         </MobileNavItem>
-        <MobileNavItem href="/chat" label="智能体">
+        <MobileNavItem href="/chat" label="助手">
           <ChatIcon />
         </MobileNavItem>
         <MobileNavItem href="/watchlists" label="自选">

frontend/src/components/sector-heatmap.tsx

@@ -36,19 +36,12 @@ export default function SectorHeatmap({ sectors }: { sectors: SectorData[] }) {
   }
 
   const mainSectors = sectors.slice(0, 3);
-  const hasRealtime = sectors.some((s) => s.is_realtime);
-
   return (
     <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">今日主线</h2>
         </div>
-        {hasRealtime && (
-          <span className="text-[10px] px-1.5 py-0.5 rounded bg-emerald-500/10 text-emerald-400/80">
-            今日实时
-          </span>
-        )}
       </div>
 
       <div className="space-y-3">
@@ -104,6 +97,11 @@ export default function SectorHeatmap({ sectors }: { sectors: SectorData[] }) {
                     阶段 {sector.stage}
                   </span>
                 ) : null}
+                {(sector.catalyst_score ?? 0) >= 45 ? (
+                  <span className="px-2 py-1 rounded-lg bg-amber-500/10 text-amber-300">
+                    催化 {(sector.catalyst_score ?? 0).toFixed(0)}
+                  </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(" / ")}

frontend/src/components/stock-card.tsx

@@ -1,314 +1,115 @@
 "use client";
 
-import { getLevelBadge } from "@/lib/utils";
 import type { RecommendationData } from "@/lib/api";
 
 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 action = getActionMeta(rec.action_plan);
+  const trigger = rec.trigger_condition ?? rec.entry_timing ?? rec.decision_trace?.headline ?? rec.prefilter_reason ?? rec.reasons?.[0] ?? "等待触发条件确认";
+  const risk = rec.invalidation_condition ?? rec.risk_note ?? "暂无明确失效条件";
+  const thesis = rec.decision_trace?.headline ?? rec.reasons?.[0] ?? rec.focus_points?.[0] ?? "等待更多盘面证据";
+  const conviction = rec.llm_score != null ? Math.round(rec.llm_score) : null;
+  const chips = buildChips(rec, conviction).slice(0, compact ? 3 : 5);
+
+  return (
+    <a
+      href={`/stock/${rec.ts_code}`}
+      className="group block rounded-2xl border border-border-subtle bg-surface-1/80 p-3.5 transition-all hover:border-amber-500/25 hover:bg-surface-2/80"
+    >
+      <div className="flex items-start justify-between gap-3">
+        <div className="min-w-0">
+          <div className="flex min-w-0 flex-wrap items-center gap-2">
+            <span className="truncate text-[15px] font-semibold tracking-tight text-text-primary">{rec.name}</span>
+            <span className={`rounded-lg border px-2 py-0.5 text-[10px] font-medium ${action.className}`}>
+              {action.label}
+            </span>
+          </div>
+          <div className="mt-1 flex min-w-0 flex-wrap items-center gap-1.5 text-[11px] text-text-muted">
+            <span className="font-mono tabular-nums">{rec.ts_code}</span>
+            {rec.sector ? (
+              <span className="max-w-[9rem] truncate rounded-md bg-surface-2 px-1.5 py-0.5 text-text-secondary">
+                {rec.sector}
+              </span>
+            ) : null}
+          </div>
+        </div>
+
+        <div className="shrink-0 text-right">
+          <div className="text-[10px] text-text-muted">仓位</div>
+          <div className="mt-0.5 font-mono text-sm font-semibold tabular-nums text-text-primary">
+            {rec.suggested_position_pct != null ? `${rec.suggested_position_pct}%` : "--"}
+          </div>
+        </div>
+      </div>
+
+      <div className="mt-3 grid grid-cols-1 gap-2">
+        <ActionRow label="触发" value={trigger} tone="trigger" />
+        <ActionRow label="失效" value={risk} tone="risk" />
+      </div>
+
+      {!compact ? (
+        <div className="mt-3 rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-2">
+          <div className="text-[10px] font-semibold uppercase tracking-wider text-text-muted">入选依据</div>
+          <div className="mt-1 text-xs leading-5 text-text-secondary line-clamp-2">{thesis}</div>
+        </div>
+      ) : null}
+
+      <div className="mt-3 flex flex-wrap gap-1.5">
+        {chips.map((chip) => (
+          <span key={chip} className="rounded-md bg-surface-2 px-2 py-1 text-[10px] text-text-muted">
+            {chip}
+          </span>
+        ))}
+      </div>
+    </a>
+  );
+}
+
+function ActionRow({ label, value, tone }: { label: string; value: string; tone: "trigger" | "risk" }) {
+  const toneClass = tone === "trigger" ? "text-emerald-400" : "text-amber-400";
+
+  return (
+    <div className="grid grid-cols-[2.5rem_minmax(0,1fr)] gap-2 rounded-xl bg-surface-2/70 px-3 py-2">
+      <span className={`text-[11px] font-semibold ${toneClass}`}>{label}</span>
+      <span className="min-w-0 text-xs leading-5 text-text-secondary line-clamp-2">{value}</span>
+    </div>
+  );
+}
+
+function getActionMeta(actionPlan?: string | null) {
+  if (actionPlan === "可操作") {
+    return { label: "可操作", className: "border-red-500/20 bg-red-500/10 text-red-400" };
+  }
+  if (actionPlan === "重点关注") {
+    return { label: "重点关注", className: "border-amber-500/20 bg-amber-500/10 text-amber-400" };
+  }
+  return { label: "观察", className: "border-border-subtle bg-surface-2 text-text-muted" };
+}
+
+function buildChips(rec: RecommendationData, conviction: number | null) {
   const recallLabels: Record<string, string> = {
-    sector_recall: "主线召回",
-    trend_scan: "趋势召回",
+    sector_recall: "主线入选",
+    trend_scan: "趋势入选",
     intraday_active: "盘中异动",
     hot_theme_core: "主题核心",
     theme_leader: "主题前排",
-    top_theme_member: "主线主题成分",
+    top_theme_member: "主线成分",
     moneyflow_support: "资金支撑",
     volume_active: "量能活跃",
   };
-  const prefilterLabel: Record<string, string> = {
-    priority: "AI优先深看",
-    watch: "AI保留观察",
-    ignore: "AI建议忽略",
-    "": "待AI预筛",
-  };
 
-  // 入场信号标签
-  const signalTypeMap: Record<string, { label: string; style: string }> = {
-    breakout: { label: "突破型", style: "bg-red-500/15 text-red-400 border-red-500/20" },
-    pullback: { label: "回踩型", style: "bg-blue-500/15 text-blue-400 border-blue-500/20" },
-    launch: { label: "启动型", style: "bg-orange-500/15 text-orange-400 border-orange-500/20" },
-  };
-  // 向后兼容：旧数据使用 strategy 字段
-  const signalInfo = signalTypeMap[rec.entry_signal_type || ""];
-  const legacyStrategy = rec.strategy === "potential"
-    ? { label: "潜在启动", style: "bg-cyan-500/15 text-cyan-400 border-cyan-500/20" }
-    : rec.strategy === "momentum"
-    ? { label: "强中选强", style: "bg-amber-500/15 text-amber-400 border-amber-500/20" }
-    : null;
-  const tag = signalInfo || legacyStrategy;
-  const actionPlanStyle: 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 lifecycleLabel: Record<string, string> = {
-    candidate: "观察池",
-    actionable: "可操作",
-    tracking: "跟踪中",
-    closed_win: "盈利结束",
-    closed_loss: "亏损结束",
-    expired: "到期复盘",
-    invalidated: "已失效",
-  };
-  const actionPlanCopy: Record<string, string> = {
-    "可操作": "触发后执行",
-    "重点关注": "等待确认",
-    "观察": "仅观察",
-  };
-  const evidence = [
-    rec.prefilter_reason,
-    rec.focus_points?.[0],
-    rec.reasons?.[0],
-    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">
-      {/* Clickable top section — navigates to stock detail */}
-      <a href={`/stock/${rec.ts_code}`} className="block">
-        {/* Header: Name + Action state */}
-        <div className="flex items-start justify-between mb-3">
-          <div className="min-w-0 flex-1">
-            <div className="flex items-center gap-1.5 flex-wrap">
-              <span className="font-semibold text-sm tracking-tight">{rec.name}</span>
-              {rec.signal === "BUY" && (
-                <span className="text-[10px] px-1.5 py-0.5 rounded-md font-medium bg-red-500/15 text-red-400 border border-red-500/20">
-                  买入
-                </span>
-              )}
-              {tag && (
-                <span className={`text-[10px] px-1.5 py-0.5 rounded-md font-medium border ${tag.style}`}>
-                  {tag.label}
-                </span>
-              )}
-              {rec.action_plan && (
-                <span className={`text-[10px] px-1.5 py-0.5 rounded-md font-medium border ${actionPlanStyle[rec.action_plan] ?? actionPlanStyle["观察"]}`}>
-                  {rec.action_plan}
-                </span>
-              )}
-            </div>
-            <div className="text-[11px] text-text-muted mt-1 font-mono tabular-nums">
-              {rec.ts_code} · {rec.sector}
-            </div>
-          </div>
-          <div className="text-right shrink-0 ml-3">
-            <div className="text-[10px] text-text-muted uppercase tracking-wider">结论</div>
-            <div className="text-xs text-text-secondary mt-0.5">{rec.action_plan ?? "观察"}</div>
-            {aiConviction != null ? (
-              <div className="text-[10px] font-mono tabular-nums text-cyan-400/80 mt-0.5">
-                AI {aiConviction}/10
-              </div>
-            ) : null}
-          </div>
-        </div>
-
-        {(rec.action_plan || rec.trigger_condition || rec.invalidation_condition || rec.suggested_position_pct) && (
-          <div className="mb-3 rounded-xl bg-surface-1/70 border border-border-subtle p-3">
-            <div className="flex items-center justify-between gap-2 mb-2">
-              <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">AI 操作计划</div>
-              <span className={`text-[10px] px-2 py-0.5 rounded-full border ${rec.action_plan ? actionPlanStyle[rec.action_plan] ?? actionPlanStyle["观察"] : actionPlanStyle["观察"]}`}>
-                {rec.action_plan ? actionPlanCopy[rec.action_plan] ?? rec.action_plan : "等待结论"}
-              </span>
-            </div>
-            {rec.trigger_condition && (
-              <div className="text-[11px] text-text-secondary leading-relaxed line-clamp-2">
-                触发：{rec.trigger_condition}
-              </div>
-            )}
-            {rec.invalidation_condition && (
-              <div className="text-[11px] text-text-muted leading-relaxed line-clamp-2 mt-1">
-                失效：{rec.invalidation_condition}
-              </div>
-            )}
-            <div className="flex flex-wrap items-center gap-2 mt-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>
-              )}
-              {rec.review_after_days ? (
-                <span className="rounded-md bg-surface-2 px-2 py-1">
-                  {rec.review_after_days}日复盘
-                </span>
-              ) : null}
-              {aiConviction != null ? (
-                <span className="rounded-md bg-cyan-500/[0.06] border border-cyan-500/10 px-2 py-1 text-cyan-400/80">
-                  AI置信 {aiConviction}/10
-                </span>
-              ) : rec.score ? (
-                <span className="rounded-md bg-surface-2 px-2 py-1 text-text-secondary">
-                  参考分 {rec.score.toFixed(0)}
-                </span>
-              ) : null}
-              <span className={`rounded-md px-2 py-1 ${badge.bg} ${badge.text}`}>
-                {rec.level}
-              </span>
-            </div>
-          </div>
-        )}
-
-        {compact ? (
-          <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
-            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">核心判断</div>
-            <div className="text-[12px] text-text-secondary leading-relaxed">{headline}</div>
-            {riskLine ? (
-              <div className="mt-2 text-[11px] text-text-muted leading-relaxed">
-                风险：{riskLine}
-              </div>
-            ) : null}
-            <div className="mt-2 flex flex-wrap items-center gap-2 text-[10px] text-text-muted">
-              {rec.suggested_position_pct != null ? (
-                <span className="rounded-md bg-surface-2 px-2 py-1">仓位 {rec.suggested_position_pct}%</span>
-              ) : null}
-              {rec.review_after_days ? (
-                <span className="rounded-md bg-surface-2 px-2 py-1">{rec.review_after_days}日复盘</span>
-              ) : null}
-              {recallSummary.map((tag) => (
-                <span key={`${rec.ts_code}-${tag}`} className="rounded-md bg-surface-2 px-2 py-1">
-                  {recallLabels[tag] ?? tag}
-                </span>
-              ))}
-            </div>
-          </div>
-        ) : evidence.length > 0 && (
-          <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
-            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">AI 关注点</div>
-            <div className="space-y-1.5">
-              {evidence.map((item, index) => (
-                <div key={`${rec.ts_code}-evidence-${index}`} className="text-[11px] text-text-secondary flex items-start gap-2">
-                  <span className="w-1 h-1 rounded-full bg-amber-500/60 mt-[6px] shrink-0" />
-                  <span className="leading-relaxed line-clamp-2">{item}</span>
-                </div>
-              ))}
-            </div>
-            <div className="flex flex-wrap items-center gap-2 mt-2.5 text-[10px] text-text-muted">
-              {(rec.recall_tags ?? []).slice(0, 3).map((tag) => (
-                <span key={`${rec.ts_code}-${tag}`} className="rounded-md bg-surface-2 px-2 py-1">
-                  {recallLabels[tag] ?? tag}
-                </span>
-              ))}
-              <span className="rounded-md bg-cyan-500/[0.06] border border-cyan-500/10 px-2 py-1 text-cyan-400/80">
-                {prefilterLabel[rec.prefilter_decision ?? ""] ?? "AI预筛"}
-              </span>
-            </div>
-          </div>
-        )}
-
-        {!compact && (rec.focus_points?.length ?? 0) > 0 && (
-          <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
-            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold mb-2">深裁决前重点观察</div>
-            <div className="space-y-1.5">
-              {(rec.focus_points ?? []).slice(0, 3).map((item, index) => (
-                <div key={`${rec.ts_code}-focus-${index}`} className="text-[11px] text-text-secondary flex items-start gap-2">
-                  <span className="w-1 h-1 rounded-full bg-cyan-400/70 mt-[6px] shrink-0" />
-                  <span className="leading-relaxed line-clamp-2">{item}</span>
-                </div>
-              ))}
-            </div>
-          </div>
-        )}
-
-        {/* Price reference */}
-        {rec.entry_price && (
-          <div className="grid grid-cols-3 gap-2 mb-2 bg-surface-1/60 rounded-lg px-3 py-2 border border-border-subtle">
-            <div>
-              <span className="text-text-muted/60 block text-[10px]">买入</span>
-              <span className="text-red-400 font-mono tabular-nums text-xs">{rec.entry_price}</span>
-            </div>
-            <div>
-              <span className="text-text-muted/60 block text-[10px]">目标</span>
-              <span className="text-amber-400 font-mono tabular-nums text-xs">{rec.target_price}</span>
-            </div>
-            <div>
-              <span className="text-text-muted/60 block text-[10px]">止损</span>
-              <span className="text-emerald-400 font-mono tabular-nums text-xs">{rec.stop_loss}</span>
-            </div>
-          </div>
-        )}
-
-        {!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">
-                生命周期 · {lifecycleLabel[rec.lifecycle_status || ""] ?? rec.lifecycle_status ?? "跟踪"}
-              </span>
-              <span className="text-[10px] text-text-muted font-mono tabular-nums">
-                {rec.tracking.days_since_recommendation ?? 0}日 · {rec.tracking.track_date}
-              </span>
-            </div>
-            <div className="grid grid-cols-3 gap-2">
-              <TrackingMetric
-                label="当前"
-                value={rec.tracking.pct_from_entry}
-              />
-              <TrackingMetric
-                label="最大浮盈"
-                value={rec.tracking.max_return_pct}
-              />
-              <TrackingMetric
-                label="最大回撤"
-                value={rec.tracking.max_drawdown_pct}
-              />
-            </div>
-            {rec.tracking.review_note && (
-              <div className="text-[11px] text-text-muted leading-relaxed mt-2 line-clamp-2">
-                {rec.tracking.review_note}
-              </div>
-            )}
-          </div>
-        )}
-
-        {/* Reasons */}
-        {!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">
-          {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
-            </span>
-          )}
-        </div>
-        <a href={`/stock/${rec.ts_code}`} className="shrink-0 text-cyan-400/80 hover:text-cyan-400 transition-colors">
-          查看推演
-        </a>
-      </div>
-
-      {/* 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>
-      )}
-    </div>
-  );
+  return [
+    rec.entry_signal_type ? signalTypeLabel(rec.entry_signal_type) : null,
+    rec.review_after_days ? `${rec.review_after_days}日复盘` : null,
+    conviction != null ? `把握 ${conviction}/10` : null,
+    ...(rec.recall_tags ?? []).map((tag) => recallLabels[tag] ?? tag),
+  ].filter(Boolean) as string[];
 }
 
-function TrackingMetric({ label, value }: { label: string; value: number | null }) {
-  const num = value ?? 0;
-  const color = num > 0 ? "text-red-400" : num < 0 ? "text-emerald-400" : "text-text-secondary";
-  return (
-    <div>
-      <div className="text-[10px] text-text-muted/60 mb-0.5">{label}</div>
-      <div className={`text-xs font-mono tabular-nums font-semibold ${color}`}>
-        {num > 0 ? "+" : ""}{num.toFixed(2)}%
-      </div>
-    </div>
-  );
+function signalTypeLabel(type: string) {
+  const labels: Record<string, string> = {
+    breakout: "突破",
+    pullback: "回踩",
+    launch: "启动",
+  };
+  return labels[type] ?? type;
 }

frontend/src/lib/api.ts

@@ -144,6 +144,7 @@ export interface RecommendationData {
   prefilter_decision?: "priority" | "watch" | "ignore" | "";
   prefilter_reason?: string;
   focus_points?: string[];
+  decision_trace?: DecisionTrace;
   scan_session: string;
   created_at: string | null;
   entry_timing?: string;
@@ -157,6 +158,34 @@ export interface RecommendationData {
   tracking?: RecommendationTrackingSummary | null;
 }
 
+export interface DecisionTrace {
+  version?: number;
+  headline?: string;
+  action_plan?: string;
+  final_score?: number;
+  route_tags?: string[];
+  evidence?: string[];
+  score_breakdown?: Array<{
+    key: string;
+    label: string;
+    score: number;
+    weight?: number;
+  }>;
+  boosts?: Array<{ label: string; value?: string; reason?: string }>;
+  penalties?: Array<{ label: string; value?: string; reason?: string }>;
+  risk_tags?: string[];
+  catalyst?: {
+    score?: number;
+    reasons?: string[];
+  };
+  llm_adjustment?: {
+    verdict?: string;
+    action_plan?: string;
+    conviction?: number;
+    reason?: string;
+  } | null;
+}
+
 export interface RecommendationTrackingSummary {
   current_price: number | null;
   pct_from_entry: number | null;
@@ -206,6 +235,11 @@ export interface SectorData {
   data_mode?: "realtime_today" | "realtime_overlay" | "daily_snapshot";
   structure_trade_date?: string;
   source?: "eastmoney" | "sina" | "snapshot" | string;
+  data_status?: "fresh" | "stale" | "fallback" | "snapshot" | "mixed" | string;
+  source_detail?: string;
+  catalyst_score?: number;
+  catalyst_count?: number;
+  catalyst_reasons?: string[];
 }
 
 export interface LatestResult {