1

backend/app/config.py

@@ -29,11 +29,13 @@ class Settings(BaseSettings):
 
     # 筛选参数
     top_sector_count: int = 5           # 关注板块数量
-    top_stock_count: int = 20           # 进入技术面筛选的个股数
+    top_stock_count: int = 6            # 最终推荐输出上限
-    candidate_pool_limit: int = 120     # 多路召回后的候选池上限
+    candidate_pool_limit: int = 90      # 多路召回后的候选池上限
-    llm_prefilter_limit: int = 36       # LLM 初筛保留数量
+    llm_prefilter_limit: int = 24       # LLM 初筛保留数量
     llm_prefilter_max_concurrent: int = 6
-    llm_final_limit: int = 14           # LLM 深裁决池上限
+    llm_final_limit: int = 10           # LLM 深裁决池上限
+    actionable_limit: int = 3           # 最多可操作标的
+    watch_limit: int = 5                # 最多重点关注标的
     min_turnover_rate: float = 2.0      # 最小换手率 %
     max_turnover_rate: float = 30.0     # 最大换手率 %
     min_circ_mv: float = 50.0           # 最小流通市值（亿）

backend/app/engine/recommender.py

@@ -12,6 +12,7 @@ from functools import partial
 from datetime import datetime, timedelta
 from app.engine.screener import run_screening
 from app.data.models import Recommendation, MarketTemperature, SectorInfo
+from app.llm.strategy_selector import get_strategy_profile_by_id
 from app.db.database import get_db
 from app.db import tables
 
@@ -928,10 +929,11 @@ async def _load_today_from_db() -> dict:
                 "hot_sectors": [],
                 "capital_filtered": [],
                 "recommendations": recommendations,
-                "strategy_profile": {
+                "strategy_profile": (
-                    "strategy_id": recommendations[0].strategy if recommendations else "trend_breakout",
+                    get_strategy_profile_by_id(recommendations[0].strategy).model_dump()
-                    "name": "当前推荐策略",
+                    if recommendations
-                } if recommendations else None,
+                    else None
+                ),
             }
     except Exception as e:
         logger.error(f"从数据库加载推荐失败: {e}")

backend/app/engine/screener.py

@@ -39,7 +39,7 @@ from app.analysis.intraday import (
 from app.data.models import MarketTemperature, SectorInfo, TechnicalSignal, Recommendation
 from app.config import settings, should_prefer_realtime_today
 from app.data.tushare_client import tushare_client
-from app.llm.strategy_selector import select_strategy_profile
+from app.llm.strategy_selector import StrategyProfile, select_strategy_profile
 
 logger = logging.getLogger(__name__)
 
@@ -165,6 +165,13 @@ async def run_screening(trade_date: str = None) -> dict:
             if _is_main_theme_recommendation(r) and r.score >= strategy_profile.min_score
         ]
 
+    recommendations = _finalize_battle_plan(
+        recommendations=recommendations,
+        hot_sectors=hot_sectors,
+        market_temp=market_temp,
+        strategy_profile=strategy_profile,
+    )
+
     logger.info(f"=== 筛选完成: {len(recommendations)} 只股票 ({scan_mode}) ===")
     for r in recommendations[:5]:
         signal_map = {"breakout": "突破型", "breakout_confirm": "确认型", "pullback": "回踩型", "launch": "启动型", "reversal": "反转型"}
@@ -452,6 +459,114 @@ def _route_recall_weight(route: str, item: dict) -> float:
     return 0
 
 
+def _finalize_battle_plan(
+    recommendations: list[Recommendation],
+    hot_sectors: list[SectorInfo],
+    market_temp: MarketTemperature,
+    strategy_profile: StrategyProfile,
+) -> list[Recommendation]:
+    if not recommendations:
+        return []
+
+    top_sector_names = {sector.sector_name for sector in hot_sectors[: max(strategy_profile.target_focus_sectors, 1)]}
+    positive_top_sector_count = sum(
+        1
+        for sector in hot_sectors[: max(strategy_profile.target_focus_sectors + 1, 2)]
+        if (sector.realtime_pct_change if sector.realtime_pct_change is not None else sector.pct_change) > 0
+    )
+
+    allow_trading = strategy_profile.allow_trading and market_temp.temperature >= 40
+    if market_temp.temperature < 35:
+        allow_trading = False
+    if positive_top_sector_count == 0 and market_temp.temperature < 55:
+        allow_trading = False
+
+    actionable_limit = min(settings.actionable_limit, strategy_profile.actionable_limit)
+    watch_limit = min(settings.watch_limit, strategy_profile.watch_limit)
+
+    if not allow_trading:
+        actionable_limit = 0
+        watch_limit = min(watch_limit, 3)
+    elif positive_top_sector_count <= 1 and market_temp.temperature < 60:
+        actionable_limit = min(actionable_limit, 1)
+    elif market_temp.temperature < 50:
+        actionable_limit = min(actionable_limit, 2)
+
+    for rec in recommendations:
+        is_main_theme = rec.sector in top_sector_names or _is_main_theme_recommendation(rec)
+        if not allow_trading and rec.action_plan == "可操作":
+            rec.action_plan = "重点关注" if is_main_theme else "观察"
+            rec.lifecycle_status = "candidate"
+            rec.signal = "HOLD"
+            rec.suggested_position_pct = 0
+        elif rec.action_plan == "可操作" and not is_main_theme:
+            rec.action_plan = "重点关注"
+            rec.lifecycle_status = "candidate"
+            rec.signal = "HOLD"
+            rec.suggested_position_pct = min(rec.suggested_position_pct or 0, 10)
+
+        if rec.action_plan == "重点关注" and not is_main_theme and rec.score < strategy_profile.buy_threshold + 2:
+            rec.action_plan = "观察"
+            rec.lifecycle_status = "candidate"
+            rec.signal = "HOLD"
+            rec.suggested_position_pct = 0
+
+    def rank_key(rec: Recommendation) -> tuple:
+        plan_rank = {"可操作": 2, "重点关注": 1, "观察": 0}.get(rec.action_plan or "观察", 0)
+        llm_score = rec.llm_score if rec.llm_score is not None else 0
+        sector_rank = next(
+            (
+                max(0, 20 - idx)
+                for idx, sector in enumerate(hot_sectors)
+                if sector.sector_name == rec.sector
+            ),
+            0,
+        )
+        return (
+            plan_rank,
+            1 if rec.sector in top_sector_names else 0,
+            1 if _is_main_theme_recommendation(rec) else 0,
+            llm_score,
+            sector_rank,
+            rec.score,
+        )
+
+    actionable = sorted([rec for rec in recommendations if rec.action_plan == "可操作"], key=rank_key, reverse=True)
+    watch = sorted([rec for rec in recommendations if rec.action_plan == "重点关注"], key=rank_key, reverse=True)
+    observe = sorted([rec for rec in recommendations if rec.action_plan == "观察"], key=rank_key, reverse=True)
+
+    kept_actionable = actionable[:actionable_limit]
+    overflow_actionable = actionable[actionable_limit:]
+    for rec in overflow_actionable:
+        rec.action_plan = "重点关注" if allow_trading else "观察"
+        rec.lifecycle_status = "candidate"
+        rec.signal = "HOLD"
+        if not allow_trading:
+            rec.suggested_position_pct = 0
+    watch.extend(overflow_actionable)
+    watch = sorted(watch, key=rank_key, reverse=True)
+
+    kept_watch = watch[:watch_limit]
+    overflow_watch = watch[watch_limit:]
+    for rec in overflow_watch:
+        rec.action_plan = "观察"
+        rec.lifecycle_status = "candidate"
+        rec.signal = "HOLD"
+        rec.suggested_position_pct = 0
+    observe.extend(overflow_watch)
+    observe = sorted(observe, key=rank_key, reverse=True)
+
+    total_limit = max(settings.top_stock_count, actionable_limit + watch_limit)
+    if total_limit <= len(kept_actionable) + len(kept_watch):
+        return (kept_actionable + kept_watch)[:total_limit]
+
+    remain = total_limit - len(kept_actionable) - len(kept_watch)
+    kept_observe = observe[:remain]
+    final_list = kept_actionable + kept_watch + kept_observe
+    final_list.sort(key=rank_key, reverse=True)
+    return final_list[: settings.top_stock_count]
+
+
 async def _build_recommendations(
     candidates: list[dict],
     market_temp: MarketTemperature,
@@ -1221,15 +1336,18 @@ def _build_trade_plan(
         "reversal": "放量反转",
     }.get(signal_type, "技术信号")
 
-    if market_temp.temperature < 35 or sector_stage in ("end",):
+    if market_temp.temperature < 40 or sector_stage in ("end",):
         action_plan = "观察"
         lifecycle_status = "candidate"
-    elif score >= 78 and market_temp.temperature >= 55 and sector_stage in ("early", "mid"):
+    elif score >= 84 and market_temp.temperature >= 62 and sector_stage == "early":
         action_plan = "可操作"
         lifecycle_status = "actionable"
-    elif score >= 65:
+    elif score >= 72 and market_temp.temperature >= 48 and sector_stage in ("early", "mid"):
         action_plan = "重点关注"
         lifecycle_status = "candidate"
+    elif score >= 64 and sector_stage != "end":
+        action_plan = "观察"
+        lifecycle_status = "candidate"
     else:
         action_plan = "观察"
         lifecycle_status = "candidate"

backend/app/llm/strategy_selector.py

@@ -24,10 +24,97 @@ class StrategyProfile(BaseModel):
     min_score: float
     buy_threshold: float
     max_position_pct: float
+    allow_trading: bool = True
+    actionable_limit: int = 2
+    watch_limit: int = 4
+    target_focus_sectors: int = 2
+    market_stance: str = ""
+    decision_note: str = ""
     notes: list[str] = []
     generated_by: str = "rules"
 
 
+def get_strategy_profile_by_id(strategy_id: str) -> StrategyProfile:
+    normalized = strategy_id or "defensive_watch"
+    if normalized == "trend_breakout":
+        normalized = "breakout_attack"
+
+    actionable_cap = max(0, settings.actionable_limit)
+    watch_cap = max(0, settings.watch_limit)
+
+    profiles = {
+        "breakout_attack": StrategyProfile(
+            strategy_id="breakout_attack",
+            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={"supply_demand": 0.45, "price_action": 0.35, "trend": 0.20},
+            min_score=62,
+            buy_threshold=66,
+            max_position_pct=30,
+            allow_trading=True,
+            actionable_limit=min(3, actionable_cap),
+            watch_limit=min(4, watch_cap),
+            target_focus_sectors=2,
+            market_stance="主线进攻",
+            decision_note="只处理最强主线前排，不扩散到跟风和后排。",
+            notes=["优先做主线早中期板块", "放量突破优先于回踩低吸"],
+        ),
+        "pullback_rotation": StrategyProfile(
+            strategy_id="pullback_rotation",
+            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={"supply_demand": 0.40, "price_action": 0.30, "trend": 0.30},
+            min_score=60,
+            buy_threshold=63,
+            max_position_pct=20,
+            allow_trading=True,
+            actionable_limit=min(2, actionable_cap),
+            watch_limit=min(5, watch_cap),
+            target_focus_sectors=2,
+            market_stance="轮动低吸",
+            decision_note="先等回踩承接和板块回流，再决定是否出手。",
+            notes=["降低追高仓位", "更看重位置安全和回踩承接"],
+        ),
+        "launch_probe": StrategyProfile(
+            strategy_id="launch_probe",
+            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={"supply_demand": 0.35, "price_action": 0.35, "trend": 0.30},
+            min_score=58,
+            buy_threshold=61,
+            max_position_pct=10,
+            allow_trading=True,
+            actionable_limit=min(1, actionable_cap),
+            watch_limit=min(4, watch_cap),
+            target_focus_sectors=1,
+            market_stance="轻仓试错",
+            decision_note="只有极少数启动确认标的值得小仓试错。",
+            notes=["仅做小仓位试错", "突破型需要更强板块一致性才可介入"],
+        ),
+        "defensive_watch": StrategyProfile(
+            strategy_id="defensive_watch",
+            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={"supply_demand": 0.35, "price_action": 0.40, "trend": 0.25},
+            min_score=56,
+            buy_threshold=64,
+            max_position_pct=5,
+            allow_trading=False,
+            actionable_limit=0,
+            watch_limit=min(3, watch_cap),
+            target_focus_sectors=1,
+            market_stance="防守观察",
+            decision_note="今天不主动出手，只保留少量观察名单。",
+            notes=["原则上只保留观察池", "等待市场温度修复后再转入主动进攻"],
+        ),
+    }
+    return profiles.get(normalized, profiles["defensive_watch"]).model_copy(deep=True)
+
+
 async def select_strategy_profile(
     market_temp: MarketTemperature | None,
     hot_sectors: list[SectorInfo],
@@ -53,55 +140,15 @@ def _select_rule_profile(
     late_count = sum(1 for s in hot_sectors[:5] if s.stage in ("late", "end"))
 
     if temp >= 65 and early_count >= 1:
-        return StrategyProfile(
+        return get_strategy_profile_by_id("breakout_attack")
-            strategy_id="breakout_attack",
-            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={"supply_demand": 0.45, "price_action": 0.35, "trend": 0.20},
-            min_score=62,
-            buy_threshold=66,
-            max_position_pct=30,
-            notes=["优先做主线早中期板块", "放量突破优先于回踩低吸"],
-        )
 
     if temp >= 45 and late_count < 2:
-        return StrategyProfile(
+        return get_strategy_profile_by_id("pullback_rotation")
-            strategy_id="pullback_rotation",
-            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={"supply_demand": 0.40, "price_action": 0.30, "trend": 0.30},
-            min_score=60,
-            buy_threshold=63,
-            max_position_pct=20,
-            notes=["降低追高仓位", "更看重位置安全和回踩承接"],
-        )
 
     if temp >= 30:
-        return StrategyProfile(
+        return get_strategy_profile_by_id("launch_probe")
-            strategy_id="launch_probe",
-            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={"supply_demand": 0.35, "price_action": 0.35, "trend": 0.30},
-            min_score=58,
-            buy_threshold=61,
-            max_position_pct=10,
-            notes=["仅做小仓位试错", "突破型需要更强板块一致性才可介入"],
-        )
 
-    return StrategyProfile(
+    return get_strategy_profile_by_id("defensive_watch")
-        strategy_id="defensive_watch",
-        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={"supply_demand": 0.35, "price_action": 0.40, "trend": 0.25},
-        min_score=56,
-        buy_threshold=64,
-        max_position_pct=5,
-        notes=["原则上只保留观察池", "等待市场温度修复后再转入主动进攻"],
-    )
 
 
 async def _select_llm_profile(
@@ -157,48 +204,7 @@ async def _select_llm_profile(
             return None
         selected = _select_rule_profile(market_temp, hot_sectors, intraday)
         if selected.strategy_id != strategy_id:
-            selected = {
+            selected = get_strategy_profile_by_id(strategy_id)
-                "breakout_attack": StrategyProfile(
-                    strategy_id="breakout_attack",
-                    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={"supply_demand": 0.45, "price_action": 0.35, "trend": 0.20},
-                    min_score=62,
-                    buy_threshold=66,
-                    max_position_pct=30,
-                ),
-                "pullback_rotation": StrategyProfile(
-                    strategy_id="pullback_rotation",
-                    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={"supply_demand": 0.40, "price_action": 0.30, "trend": 0.30},
-                    min_score=60,
-                    buy_threshold=63,
-                    max_position_pct=20,
-                ),
-                "launch_probe": StrategyProfile(
-                    strategy_id="launch_probe",
-                    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={"supply_demand": 0.35, "price_action": 0.35, "trend": 0.30},
-                    min_score=58,
-                    buy_threshold=61,
-                    max_position_pct=10,
-                ),
-                "defensive_watch": StrategyProfile(
-                    strategy_id="defensive_watch",
-                    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={"supply_demand": 0.35, "price_action": 0.40, "trend": 0.25},
-                    min_score=56,
-                    buy_threshold=64,
-                    max_position_pct=5,
-                ),
-            }[strategy_id]
 
         delta = int(data.get("buy_threshold_delta", 0))
         delta = max(-3, min(3, delta))

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

@@ -171,13 +171,13 @@ export default function DashboardPage() {
   const observe = recommendations.filter((rec) => !["可操作", "重点关注"].includes(rec.action_plan ?? ""));
 
   const marketSummary = useMemo(
-    () => buildMarketSummary(marketTemperature, strategyBoard, scanStatus, actionable.length, watch.length),
+    () => buildMarketSummary(data?.strategy_profile ?? null, marketTemperature, strategyBoard, scanStatus, actionable.length, watch.length),
-    [actionable.length, marketTemperature, scanStatus, strategyBoard, watch.length]
+    [actionable.length, data?.strategy_profile, marketTemperature, scanStatus, strategyBoard, watch.length]
   );
 
   const todayActions = useMemo(
-    () => buildActionGuides(strategyBoard, marketTemperature, actionable, watch, observe, sectors),
+    () => buildActionGuides(data?.strategy_profile ?? null, strategyBoard, marketTemperature, actionable, watch, observe, sectors),
-    [actionable, marketTemperature, observe, sectors, strategyBoard, watch]
+    [actionable, data?.strategy_profile, marketTemperature, observe, sectors, strategyBoard, watch]
   );
 
   const focusQueue = actionable.length ? actionable : watch.length ? watch : recommendations;
@@ -310,8 +310,8 @@ function DecisionHero({
           <HeroMetric label="可操作" value={actionableCount} tone="text-red-400" />
           <HeroMetric label="关注" value={watchCount} tone="text-amber-400" />
           <HeroMetric label="观察" value={observeCount} tone="text-text-secondary" />
-          <HeroFact label="打法" value={board?.recommended_mode ?? "等待更新"} />
+          <HeroFact label="打法" value={summary.modeLabel} />
-          <HeroFact label="仓位" value={board?.position_suggestion ?? "等待更新"} />
+          <HeroFact label="仓位" value={summary.positionLabel} />
           <HeroFact label="风险" value={board?.risk_level ?? "等待更新"} />
         </div>
       </div>
@@ -630,6 +630,7 @@ function FreshnessPill({ label, value }: { label: string; value: string }) {
 }
 
 function buildMarketSummary(
+  strategyProfile: LatestResult["strategy_profile"],
   marketTemperature: MarketTemperatureData | null,
   board: StrategyBoard | null,
   scanStatus: ScanStatus | null,
@@ -637,35 +638,50 @@ function buildMarketSummary(
   watchCount: number
 ) {
   const temp = marketTemperature?.temperature ?? board?.metrics.temperature ?? 0;
-  const headline =
+  const allowTrading = strategyProfile?.allow_trading ?? actionableCount > 0;
-    board?.market_regime ??
+  const headline = !allowTrading
-    (temp >= 70 ? "市场偏强，可以围绕主线进攻" :
+    ? "今天不主动出手，先防守观察"
-      temp >= 50 ? "市场可做，但只做确认机会" :
+    : board?.market_regime ??
-      temp >= 30 ? "市场分化，轻仓试错" :
+      (temp >= 70 ? "市场偏强，可以围绕主线进攻" :
-      "市场偏弱，以观察为主");
+        temp >= 50 ? "市场可做，但只做确认机会" :
+        temp >= 30 ? "市场分化，轻仓试错" :
+        "市场偏弱，以观察为主");
 
   const detail =
+    strategyProfile?.decision_note ??
     board?.summary ??
     (scanStatus?.is_trading
       ? "当前使用盘中实时数据判断市场，重点在节奏、仓位和主线强弱，而不是静态分数。"
       : "当前以收盘后数据为主，适合复盘主线、更新候选池和准备下一交易日。");
 
   const canDo = [
-    actionableCount > 0 ? `优先只看 ${actionableCount} 只可操作标的，避免在杂波里分散注意力。` : "没有明确可操作标的时，只保留观察，不主动开新仓。",
+    !allowTrading
+      ? "今天只做观察和等待，不把普通异动抬升为买入机会。"
+      : actionableCount > 0
+        ? `优先只看 ${actionableCount} 只可操作标的，避免在杂波里分散注意力。`
+        : "没有明确可操作标的时，只保留观察，不主动开新仓。",
     watchCount > 0 ? `重点关注 ${watchCount} 只等待确认的标的，等放量、回流或分歧转一致。` : "把注意力放在最强板块前排，而不是平均分配给所有候选。",
-    board?.position_suggestion ?? (temp >= 50 ? "仓位可以试错，但不要脱离主线。" : "控制仓位，等待更强确认。"),
+    board?.position_suggestion ?? (strategyProfile?.max_position_pct ? `总仓位上限先按 ${strategyProfile.max_position_pct}% 控制。` : temp >= 50 ? "仓位可以试错，但不要脱离主线。" : "控制仓位，等待更强确认。"),
   ];
 
   const cannotDo = [
     board?.avoid_rules?.[0] ?? "不要追后排、跟风和没有板块支撑的个股。",
     board?.avoid_rules?.[1] ?? (temp < 50 ? "不要因为个别异动就误判成全面回暖。" : "不要把盘中脉冲当成全天主线。"),
-    temp < 40 ? "不要扩大仓位做逆势试错。" : "不要脱离纪律随意切换题材。",
+    !allowTrading || temp < 40 ? "不要扩大仓位做逆势试错。" : "不要脱离纪律随意切换题材。",
   ];
 
-  return { headline, detail, canDo, cannotDo };
+  return {
+    headline,
+    detail,
+    canDo,
+    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"),
+  };
 }
 
 function buildActionGuides(
+  strategyProfile: LatestResult["strategy_profile"],
   board: StrategyBoard | null,
   marketTemperature: MarketTemperatureData | null,
   actionable: RecommendationData[],
@@ -677,9 +693,12 @@ function buildActionGuides(
   const backupSectors = sectors.slice(0, 2).map((sector) => sector.sector_name);
   const focusSectors = topSectors.length ? topSectors : backupSectors;
   const temp = marketTemperature?.temperature ?? board?.metrics.temperature ?? 0;
+  const allowTrading = strategyProfile?.allow_trading ?? actionable.length > 0;
 
   const priority = [
-    actionable[0]
+    !allowTrading
+      ? "先等市场重新给出清晰主线和承接，不主动寻找执行票。"
+      : actionable[0]
       ? `先盯 ${actionable[0].name}${actionable[0].trigger_condition ? `，触发条件是 ${actionable[0].trigger_condition}` : " 的确认信号"}。`
       : focusSectors[0]
         ? `主看 ${focusSectors[0]} 前排是否继续强化，再决定是否参与。`
@@ -687,7 +706,7 @@ function buildActionGuides(
     focusSectors[1]
       ? `把 ${focusSectors.slice(0, 2).join("、")} 作为主线池，不要同时追太多方向。`
       : "今天只围绕一条最强主线做决策，避免来回切换。",
-    temp >= 50 ? "优先做分歧后的回流和确认，不做无量冲高。" : "优先保守观察，只有最强确认才考虑出手。",
+    !allowTrading ? "今天优先保守观察，不做预判型交易。" : temp >= 50 ? "优先做分歧后的回流和确认，不做无量冲高。" : "优先保守观察，只有最强确认才考虑出手。",
   ];
 
   const watchItems = [

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

@@ -4,6 +4,7 @@ import { useCallback, useEffect, useMemo, useState } from "react";
 import { fetchAPI } from "@/lib/api";
 import type {
   DayGroup,
+  LatestResult,
   OpsStatusResponse,
   PerformanceStats,
   RecommendationData,
@@ -38,6 +39,7 @@ const SIGNAL_FILTERS = [
 
 export default function RecommendationsPage() {
   const [dayGroups, setDayGroups] = useState<DayGroup[]>([]);
+  const [latest, setLatest] = useState<LatestResult | null>(null);
   const [expandedDays, setExpandedDays] = useState<Set<string>>(new Set());
   const [historyFilter, setHistoryFilter] = useState<string>("all");
   const [focusTab, setFocusTab] = useState<FocusTab>("actionable");
@@ -47,14 +49,16 @@ export default function RecommendationsPage() {
 
   const loadData = useCallback(async () => {
     try {
-      const [history, perf, iterationReport, ops] = await Promise.all([
+      const [history, latestResult, perf, iterationReport, ops] = await Promise.all([
         fetchAPI<DayGroup[]>("/api/recommendations/history?days=14"),
+        fetchAPI<LatestResult>("/api/recommendations/latest").catch(() => null),
         fetchAPI<PerformanceStats>("/api/recommendations/performance").catch(() => null),
         fetchAPI<StrategyIterationReport>("/api/market/strategy-iteration?limit=50").catch(() => null),
         fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
       ]);
 
       setDayGroups(history);
+      setLatest(latestResult);
       setPerformance(perf);
       setIteration(iterationReport);
       setOpsStatus(ops);
@@ -93,10 +97,10 @@ export default function RecommendationsPage() {
   );
 
   const latestDate = dayGroups[0]?.date ?? "";
-  const latestRecommendations = useMemo(
+  const latestRecommendations = useMemo(() => {
-    () => (latestDate ? allRecommendations.filter((rec) => rec.groupDate === latestDate) : []),
+    if (latest?.recommendations?.length) return latest.recommendations.map((rec) => ({ ...rec, groupDate: latestDate || "latest" }));
-    [allRecommendations, latestDate]
+    return latestDate ? allRecommendations.filter((rec) => rec.groupDate === latestDate) : [];
-  );
+  }, [allRecommendations, latest, latestDate]);
 
   const actionable = latestRecommendations.filter((rec) => rec.action_plan === "可操作" || rec.lifecycle_status === "actionable");
   const watch = latestRecommendations.filter((rec) => rec.action_plan === "重点关注");
@@ -133,24 +137,41 @@ export default function RecommendationsPage() {
 
   const todayCount = applyHistoryFilter(dayGroups[0]?.recommendations ?? []).length;
   const totalCount = dayGroups.reduce((sum, group) => sum + applyHistoryFilter(group.recommendations).length, 0);
-  const focusSummary = buildFocusSummary({ actionable, watch, observe, tracking, closed, iteration, performance });
+  const focusSummary = buildFocusSummary({
+    strategyProfile: latest?.strategy_profile ?? null,
+    actionable,
+    watch,
+    observe,
+    tracking,
+    closed,
+    iteration,
+    performance,
+  });
 
   return (
     <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
       <div className="animate-fade-in-up">
-        <h1 className="text-base sm:text-lg font-bold tracking-tight">推荐池</h1>
+        <h1 className="text-base sm:text-lg font-bold tracking-tight">今日决策池</h1>
         <p className="mt-1 text-xs text-text-muted">
-          先看今天围绕主线主题最值得处理的标的，再看观察和跟踪，历史放到下面。
+          先判断今天能不能做，再给极少数执行名单和观察名单，历史记录只用于复盘。
         </p>
       </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="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">今日重点</div>
+            <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">{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="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}%`} />
+              </div>
+            ) : null}
+
             {themeFocus.length ? (
               <div className="mt-3 flex flex-wrap gap-2">
                 {themeFocus.map(([theme, count]) => (
@@ -166,13 +187,13 @@ export default function RecommendationsPage() {
             ) : null}
 
             <div className="mt-4 grid grid-cols-1 md:grid-cols-2 gap-3">
-              <KeyList title="现在该看" items={focusSummary.now} />
+              <KeyList title="执行原则" items={focusSummary.now} />
-              <KeyList title="暂时别看" items={focusSummary.later} />
+              <KeyList title="回避原则" items={focusSummary.later} />
             </div>
           </div>
 
           <div className="grid grid-cols-2 gap-2 self-start">
-            <SummaryMetric label="今日入池" value={latestRecommendations.length} tone="text-text-primary" />
+            <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" />
@@ -228,7 +249,7 @@ export default function RecommendationsPage() {
           <div className="mt-4 rounded-2xl border border-border-subtle bg-surface-1/70 p-3">
             <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold">方法说明</div>
             <div className="mt-2 text-xs leading-6 text-text-secondary">
-              推荐池不再试图在一个页面展示全部细节。首页只保留结论、触发和风险，更多分析进入个股详情。
+              这个页面现在承担“今天怎么做”的职责，不再展示一大堆弱候选。没有可操作标的时，空仓或只观察也是正常结果。
             </div>
           </div>
         </div>
@@ -240,7 +261,7 @@ export default function RecommendationsPage() {
                 {focusTabs.find((tab) => tab.key === focusTab)?.label ?? "焦点标的"}
               </h2>
               <p className="mt-1 text-xs text-text-muted">
-                默认只给少量高优先级标的，避免一上来就被大量卡片淹没。
+                只给今天真正要处理的少量标的，剩余候选不占主视图。
               </p>
             </div>
             <a href="/strategy" className="text-xs text-text-muted transition-colors hover:text-amber-400">
@@ -266,8 +287,8 @@ export default function RecommendationsPage() {
         <div className="glass-card-static p-4 md:p-5">
           <div className="flex items-center justify-between gap-3">
             <div>
-              <h2 className="text-sm font-semibold text-text-primary">观察池</h2>
+              <h2 className="text-sm font-semibold text-text-primary">后台观察</h2>
-              <p className="mt-1 text-xs text-text-muted">这些标的保留后台观察，不该和可操作标的一起抢注意力。</p>
+              <p className="mt-1 text-xs text-text-muted">只保留少量名字方便回看，不参与今天的主决策。</p>
             </div>
             <span className="text-xs text-text-muted">{observe.length} 只</span>
           </div>
@@ -396,6 +417,7 @@ export default function RecommendationsPage() {
 }
 
 function buildFocusSummary({
+  strategyProfile,
   actionable,
   watch,
   observe,
@@ -404,6 +426,7 @@ function buildFocusSummary({
   iteration,
   performance,
 }: {
+  strategyProfile: LatestResult["strategy_profile"];
   actionable: RecommendationData[];
   watch: RecommendationData[];
   observe: RecommendationData[];
@@ -412,36 +435,46 @@ function buildFocusSummary({
   iteration: StrategyIterationReport | null;
   performance: PerformanceStats | null;
 }) {
+  const allowTrading = strategyProfile?.allow_trading ?? actionable.length > 0;
   const headline =
-    actionable.length > 0
+    !allowTrading
-      ? `今天先看 ${actionable.length} 只可操作标的`
+      ? "今天不主动出手，只保留观察名单"
-      : watch.length > 0
+      : actionable.length > 0
-        ? `今天没有直接执行标的，重点看 ${watch.length} 只等待确认`
+        ? `今天只处理 ${actionable.length} 只可操作标的`
-        : "今天没有明确焦点，先保留观察";
+        : watch.length > 0
+          ? `今天没有直接执行标的，重点看 ${watch.length} 只等待确认`
+          : "今天没有明确优势机会，先观察";
 
   const detail =
-    actionable.length > 0
+    strategyProfile?.decision_note
-      ? "推荐池首页只保留最接近执行的标的。真正的个股长分析进入详情页，不在这里堆满。"
+      ?? (!allowTrading
-      : watch.length > 0
+        ? "系统判断今天更适合防守观察，不需要为了参与而强行找票。"
-        ? "今天更偏等待确认，不适合在大量候选里反复横跳。"
+        : actionable.length > 0
-        : "当前更多是维护候选池和复盘闭环，不是积极出手阶段。";
+          ? "首页只保留最接近执行的标的，真正长分析进入个股详情。"
+          : watch.length > 0
+            ? "今天偏等待确认，不适合在大量候选里反复横跳。"
+            : "当前更多是维护候选池和复盘闭环，不是积极出手阶段。");
 
   const now = [
-    actionable[0]
+    !allowTrading
+      ? "先看最强主线是否重新形成扩散和回流，再决定是否恢复进攻。"
+      : actionable[0]
       ? `先看 ${actionable[0].name}${actionable[0].trigger_condition ? ` 的触发条件是否成立` : " 是否进一步确认"}。`
       : watch[0]
         ? `盯住 ${watch[0].name} 是否从观察转成可操作。`
         : "只保留最强主线的少量候选，不主动扩池。",
     watch.length > 0
       ? `${watch.length} 只重点关注标的只做跟踪，不提前下结论。`
-      : "没有重点关注时，不要强行从观察池里挑票。",
+      : allowTrading
+        ? "没有重点关注时，不要强行从观察池里挑票。"
+        : "没有确认信号前，不把观察股抬升为执行名单。",
     tracking.length > 0
       ? `${tracking.length} 只跟踪中标的继续看兑现情况，避免只看新增不看结果。`
       : "如果没有跟踪样本，说明闭环还不够，要继续积累和复盘。",
   ];
 
   const later = [
-    observe.length > 0 ? `${observe.length} 只观察池标的不应占据首页主注意力。` : "没有必要把弱标的堆在默认视图。",
+    observe.length > 0 ? `${observe.length} 只后台观察标的不应占据首页主注意力。` : "没有必要把弱标的堆在默认视图。",
     closed.length > 0 ? `${closed.length} 只已结束样本主要用于复盘，不参与今日执行决策。` : "没有结束样本时，先积累更多闭环数据。",
     iteration?.summary || performance
       ? "策略迭代和胜率统计放在辅助区，不应该压过今天的执行结论。"
@@ -509,3 +542,12 @@ function FreshnessCell({ label, value }: { label: string; value: string }) {
     </div>
   );
 }
+
+function SummaryChip({ label, value }: { label: string; value: string }) {
+  return (
+    <span className="inline-flex items-center gap-2 rounded-xl border border-border-subtle bg-surface-1/70 px-3 py-1.5 text-xs text-text-secondary">
+      <span className="text-text-muted">{label}</span>
+      <span className="font-medium text-text-primary">{value}</span>
+    </span>
+  );
+}

frontend/src/lib/api.ts

@@ -228,7 +228,15 @@ export interface LatestResult {
     description?: string;
     buy_threshold?: number;
     min_score?: number;
+    max_position_pct?: number;
+    allow_trading?: boolean;
+    actionable_limit?: number;
+    watch_limit?: number;
+    target_focus_sectors?: number;
+    market_stance?: string;
+    decision_note?: string;
     notes?: string[];
+    generated_by?: string;
   } | null;
 }