diff --git a/AGENTS.md b/AGENTS.md
index d0e948c..c1d72a5 100755
--- a/AGENTS.md
+++ b/AGENTS.md
@@ -70,4 +70,11 @@
 - 成交额备用计算：当资金流向API获取失败时，使用 `chartData` 的 `volume × close` 近似计算成交额（单位：元）
 - 资金流向数据获取失败时，前端通过 `fundFlowError` 状态显示错误信息，便于排查问题
 - ❌ 东方财富 API（push2his.eastmoney.com）在 Edge Function 环境被拒绝访问（peer closed connection），主力净流入数据无法获取，显示为 "-"
-- ✅ 替代方案：使用腾讯实时行情API的外盘(索引7)和内盘(索引8)数据计算净主动买入额 = (外盘 - 内盘) × 当前价 × 100（单位：元）
\ No newline at end of file
+- ✅ 替代方案：使用腾讯实时行情API的外盘(索引7)和内盘(索引8)数据计算净主动买入额 = (外盘 - 内盘) × 当前价 × 100（单位：元）
+## 每日 AI 分析（backend FastAPI，15:10 自动触发）
+
+- 报告结构约定：正文标题（#）后第一行必须是引用块 `> 今日定调：<80字内核心结论+关键数字>`；保存时由 `_extract_summary()` 正则提取进 `summary` 字段，前端顶部高亮展示，缺失时退回正文截断
+- 环比数据：`collect_ai_analysis` 每次运行先采集当日盘面快照（指数+涨跌统计 JSON）写入 `daily_market_stats` 表（UNIQUE trade_date，upsert），再读上一交易日快照格式化为 prompt 中的"环比数据段"；首跑无昨日数据时 AI 须如实标注"暂无昨日基准"
+- 连板梯队：`get_market_dashboard` 返回 `limitLadder` 字段（完整版，2连板以上全量+首板前8），涨停原因/封单金额来自涨停池按 thscode 匹配；看板 events 里的天梯仍只取每层前2（保持 UI 精简），两处用途不同不要合并
+- tokens 口径：`ai_reports.tokens_used` 只记"当次生成"消耗（约7万/份）；同日重新生成走 UPSERT，`generation_count` 自增、`updated_at` 刷新、`created_at` 保留首次生成时间；表有 UNIQUE(trade_date, report_type)，禁止改回 INSERT OR REPLACE 之外还要注意别用 lastrowid（UPSERT 更新时不可靠，须回查 id）
+- 旧库补列用 init_db 里的 try/except ALTER TABLE 轻量迁移（CREATE TABLE IF NOT EXISTS 不会更新旧表结构）
diff --git a/backend/database.py b/backend/database.py
index fbec163..74d626d 100644
--- a/backend/database.py
+++ b/backend/database.py
@@ -82,9 +82,19 @@ CREATE TABLE IF NOT EXISTS ai_reports (
   tools_used TEXT,
   model TEXT NOT NULL,
   tokens_used INTEGER,
+  generation_count INTEGER NOT NULL DEFAULT 1,
   created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  updated_at TEXT,
   UNIQUE(trade_date, report_type)
 );
+
+CREATE TABLE IF NOT EXISTS daily_market_stats (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  payload TEXT NOT NULL,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date)
+);
 """
 
 
@@ -107,6 +117,16 @@ def init_db():
     conn = get_connection()
     conn.executescript(SCHEMA_SQL)
 
+    # 轻量迁移：为已存在的旧表补列（CREATE TABLE IF NOT EXISTS 不会更新旧表结构）
+    for alter_sql in (
+        "ALTER TABLE ai_reports ADD COLUMN generation_count INTEGER NOT NULL DEFAULT 1",
+        "ALTER TABLE ai_reports ADD COLUMN updated_at TEXT",
+    ):
+        try:
+            conn.execute(alter_sql)
+        except sqlite3.OperationalError:
+            pass  # 列已存在
+
     # 清理过期缓存
     from services.cache import clean_expired
     clean_expired()
diff --git a/backend/routes/admin.py b/backend/routes/admin.py
index 5a3e98f..19e77c9 100644
--- a/backend/routes/admin.py
+++ b/backend/routes/admin.py
@@ -143,7 +143,8 @@ async def admin_list_reports(request: Request):
     conn = get_connection()
     try:
         rows = conn.execute(
-            "SELECT id, trade_date, report_type, title, summary, tools_used, model, tokens_used, created_at "
+            "SELECT id, trade_date, report_type, title, summary, tools_used, model, tokens_used, "
+            "generation_count, created_at, updated_at "
             "FROM ai_reports ORDER BY trade_date DESC, id DESC LIMIT 50"
         ).fetchall()
         items = []
diff --git a/backend/routes/ai_analysis.py b/backend/routes/ai_analysis.py
index aa57721..f6ca617 100644
--- a/backend/routes/ai_analysis.py
+++ b/backend/routes/ai_analysis.py
@@ -60,7 +60,8 @@ async def list_reports():
     conn = get_connection()
     try:
         rows = conn.execute(
-            "SELECT id, trade_date, report_type, title, summary, tools_used, model, tokens_used, created_at "
+            "SELECT id, trade_date, report_type, title, summary, tools_used, model, tokens_used, "
+            "generation_count, created_at, updated_at "
             "FROM ai_reports ORDER BY trade_date DESC, id DESC LIMIT 50"
         ).fetchall()
         items = []
diff --git a/backend/routes/market_dashboard.py b/backend/routes/market_dashboard.py
index ec234a9..e107491 100644
--- a/backend/routes/market_dashboard.py
+++ b/backend/routes/market_dashboard.py
@@ -485,6 +485,67 @@ async def _build_dashboard() -> dict:
         "detail": f"涨停 {limit_up_count} 跌停 {limit_down_count} 炸板 {break_count}",
     })
 
+    # ── 连板梯队（完整版，供 AI 分析用；上方 events 天梯只取前2保持看板精简） ──
+    # 涨停池里带 limit_up_reason / seal_money，按代码匹配给梯队个股
+    reason_by_code = {}
+    if isinstance(limit_up_data, dict):
+        for lu in limit_up_data.get("item", []) or []:
+            code = lu.get("thscode", "")
+            if code:
+                reason_by_code[code] = {
+                    "reason": (lu.get("limit_up_reason") or "").strip(),
+                    "sealWan": round(_safe_float(lu.get("seal_money")) / 10000),
+                }
+
+    _LADDER_LEVELS = [
+        ("seven_over", 7, "7连板+"),
+        ("six_board", 6, "6连板"),
+        ("five_board", 5, "5连板"),
+        ("four_board", 4, "4连板"),
+        ("three_board", 3, "3连板"),
+        ("two_board", 2, "2连板"),
+        ("first_board", 1, "首板"),
+    ]
+    limit_ladder = []
+    if isinstance(limit_ladder_data, dict):
+        ladder_items = limit_ladder_data.get("item", [])
+        if ladder_items:
+            today_boards = ladder_items[0].get("boards", {}) or {}
+            seen_keys = set()
+            for key, board_num, label in _LADDER_LEVELS:
+                seen_keys.add(key)
+                # 首板数量多（几十家）只取前8家；2连板以上全量保留
+                cap = 8 if board_num == 1 else None
+                entries = today_boards.get(key, []) or []
+                if cap is not None:
+                    entries = entries[:cap]
+                for item in entries:
+                    code = item.get("thscode", "")
+                    extra = reason_by_code.get(code, {})
+                    limit_ladder.append({
+                        "board": board_num,
+                        "label": label,
+                        "name": item.get("name", ""),
+                        "code": code,
+                        "reason": extra.get("reason", ""),
+                        "sealWan": extra.get("sealWan"),
+                    })
+            # 兜底：天梯返回了未知层级 key 时也带上（跳过已处理的已知 key）
+            for key, entries in today_boards.items():
+                if key in seen_keys:
+                    continue
+                for item in entries or []:
+                    code = item.get("thscode", "")
+                    extra = reason_by_code.get(code, {})
+                    limit_ladder.append({
+                        "board": _safe_float(item.get("board_num")) or 1,
+                        "label": f"{int(_safe_float(item.get('board_num')) or 1)}连板",
+                        "name": item.get("name", ""),
+                        "code": code,
+                        "reason": extra.get("reason", ""),
+                        "sealWan": extra.get("sealWan"),
+                    })
+
     # ── 组装结果 ──
     result = {
         "indices": indices,
@@ -492,6 +553,7 @@ async def _build_dashboard() -> dict:
         "sectorStrength": sector_strength[:31],
         "conceptStrength": concept_strength[:10],
         "events": events,
+        "limitLadder": limit_ladder,
         "updateTime": datetime.now(BJT).strftime("%Y-%m-%d %H:%M:%S"),
     }
 
diff --git a/backend/services/ai_service.py b/backend/services/ai_service.py
index 2a4f000..7b31202 100644
--- a/backend/services/ai_service.py
+++ b/backend/services/ai_service.py
@@ -3,10 +3,14 @@
 负责：
 1. 调用 OpenAI 兼容 API 进行分析
 2. Function Calling 循环（AI 可主动获取数据）
-3. 保存报告到数据库
+3. 采集当日盘面快照（供次日环比）
+4. 保存报告到数据库
 """
 
 import json
+import re
+import traceback
+
 import httpx
 from datetime import datetime, timezone, timedelta
 
@@ -25,7 +29,7 @@ SYSTEM_PROMPT = """你是一位专业的A股市场分析师，擅长从数据中
 - 风险提示，每次推荐都需说明风险点
 
 可用工具：
-- get_market_dashboard: 获取市场整体数据（指数/涨跌统计/行业强度/事件情报/市场温度）
+- get_market_dashboard: 获取市场整体数据（指数/涨跌统计/市场温度/连板梯队/行业强度/事件情报）
 - get_theme_history: 获取指定日期的题材涨幅排行
 - get_active_core_stocks: 获取核心股追踪数据（10日涨幅矩阵+所属题材）
 - get_stock_quote: 获取个股实时行情
@@ -40,26 +44,39 @@ SYSTEM_PROMPT = """你是一位专业的A股市场分析师，擅长从数据中
 DAILY_ANALYSIS_PROMPT = """请对 {trade_date} 的A股市场进行收盘分析，生成一份完整的分析报告。
 
 {prev_report_section}
+{prev_snapshot_section}
 
 请先调用以下工具获取数据：
-1. get_market_dashboard - 获取市场整体数据
+1. get_market_dashboard - 获取市场整体数据（含涨跌统计、市场温度、连板梯队 limitLadder）
 2. get_theme_history(date="{trade_date}") - 获取今日题材涨幅
 3. get_active_core_stocks - 获取核心股数据
 
+生成报告时必须遵守以下格式规则：
+
+1. 报告标题（# 一级标题）之后的第一行，必须是一个引用块"定调摘要"，格式严格为：
+> 今日定调：<一句话核心结论，不超过80字，必须包含1-2个关键数字（如成交额、涨停家数、市场温度）>
+
+2. 量能与情绪类数字必须给环比：若上方提供了"前一交易日盘面数据快照"，成交额、涨跌家数、涨停数、市场温度等在与昨日对比后表述（如"成交额2.05万亿，较昨日缩量约700亿"）；没有昨日快照则如实说明"暂无昨日数据"。
+
+3. 连板梯队必须完整呈现 get_market_dashboard 返回的 limitLadder：从最高连板到2连板逐级列表格，每只标注涨停原因（reason字段）与封单金额（sealWan，单位万，为空则不写）；首板只挑3-5只人气最高的点评。
+
+4. 适当使用表格展示数据对比。
+
 然后基于数据生成报告，结构如下：
 
 ## 一、市场总览
-- 主要指数表现（上证、深证、创业板）
-- 涨跌家数统计
+- 主要指数表现（上证、深证、创业板、科创50）
+- 涨跌家数统计（含涨停/跌停/炸板率，须环比）
 - 市场温度评估
 
 ## 二、题材热点分析
 - 今日涨幅前5题材
 - 持续活跃的题材
 - 新兴热点题材
+- 明显退潮的题材（警示）
 
 ## 三、核心股追踪
-- 连板股分析
+- 连板梯队分析（按格式规则3完整呈现）
 - 核心股表现
 - 龙头股辨识
 
@@ -80,6 +97,9 @@ DAILY_ANALYSIS_PROMPT = """请对 {trade_date} 的A股市场进行收盘分析
 
 请用 Markdown 格式输出，适当使用表格展示数据对比。"""
 
+# 报告头部的"今日定调"引用行，保存时提取为 summary
+_TONE_LINE_RE = re.compile(r"^>\s*今日定调[：:]\s*(.+)$", re.MULTILINE)
+
 
 async def call_llm(messages: list, tools: list = None) -> dict:
     """调用 OpenAI 兼容 API"""
@@ -119,11 +139,16 @@ async def collect_ai_analysis(trade_date: str) -> dict:
         {"id": int, "tokens_used": int, "tools_used": list}
     """
     prev_report_section = _get_prev_report_section(trade_date)
+    # 采集当日盘面快照（供次日环比），并读取上一交易日快照注入 prompt
+    await _capture_market_snapshot(trade_date)
+    prev_snapshot_section = _get_prev_snapshot_section(trade_date)
+
     messages = [
         {"role": "system", "content": SYSTEM_PROMPT},
         {"role": "user", "content": DAILY_ANALYSIS_PROMPT.format(
             trade_date=trade_date,
-            prev_report_section=prev_report_section
+            prev_report_section=prev_report_section,
+            prev_snapshot_section=prev_snapshot_section,
         )}
     ]
 
@@ -171,20 +196,127 @@ async def collect_ai_analysis(trade_date: str) -> dict:
                     "content": result
                 })
 
-    summary = final_content[:200].replace("\n", " ") if final_content else ""
+    summary = _extract_summary(final_content)
     report_id = _save_report(trade_date, final_content, summary, tools_used, total_tokens)
 
     return {"id": report_id, "tokens_used": total_tokens, "tools_used": tools_used, "truncated": was_truncated}
 
 
-def _save_report(trade_date: str, content: str, summary: str, tools_used: list, tokens_used: int) -> int:
-    """保存报告到数据库"""
+def _extract_summary(content: str) -> str:
+    """提取报告头部的"今日定调"引用行作为摘要；缺失时退回正文截断"""
+    match = _TONE_LINE_RE.search(content or "")
+    if match:
+        text = match.group(1).strip()
+        if text:
+            return text[:200]
+    return (content or "")[:200].replace("\n", " ")
+
+
+def _num(v) -> str:
+    """快照数值安全转字符串"""
+    if isinstance(v, float):
+        return f"{v:g}"
+    return str(v if v is not None else "-")
+
+
+def _fmt_amount(v) -> str:
+    """成交额（元）→ 万亿/亿 可读格式"""
+    try:
+        v = float(v)
+    except (TypeError, ValueError):
+        return "-"
+    if v >= 1e12:
+        return f"{v / 1e12:.2f}万亿"
+    if v >= 1e8:
+        return f"{v / 1e8:.0f}亿"
+    return f"{v:.0f}元"
+
+
+def _fmt_index(idx: dict) -> str:
+    if not idx:
+        return "-"
+    sign = "+" if idx.get("changePct", 0) >= 0 else ""
+    return f"{idx.get('price', '-')}（{sign}{idx.get('changePct', 0)}%）"
+
+
+async def _capture_market_snapshot(trade_date: str) -> bool:
+    """采集当日盘面快照入库（指数+涨跌统计），供次日分析做环比"""
+    try:
+        from routes.market_dashboard import _build_dashboard
+        data = await _build_dashboard()
+        payload = json.dumps(
+            {"indices": data.get("indices", []), "marketStats": data.get("marketStats", {})},
+            ensure_ascii=False,
+            default=str,
+        )
+        conn = get_connection()
+        try:
+            conn.execute(
+                """INSERT INTO daily_market_stats (trade_date, payload) VALUES (?, ?)
+                   ON CONFLICT(trade_date) DO UPDATE SET payload = excluded.payload""",
+                (trade_date, payload),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        return True
+    except Exception:
+        print(f"[ai-service] 市场快照采集失败 {trade_date}：")
+        traceback.print_exc()
+        return False
+
+
+def _get_prev_snapshot_section(trade_date: str) -> str:
+    """读取上一交易日盘面快照，格式化为 prompt 中的环比数据段"""
     conn = get_connection()
     try:
-        cursor = conn.execute(
-            """INSERT OR REPLACE INTO ai_reports
-               (trade_date, report_type, title, content, summary, tools_used, model, tokens_used)
-               VALUES (?, 'daily', ?, ?, ?, ?, ?, ?)""",
+        row = conn.execute(
+            "SELECT trade_date, payload FROM daily_market_stats WHERE trade_date < ? ORDER BY trade_date DESC LIMIT 1",
+            (trade_date,),
+        ).fetchone()
+        if not row:
+            return ""
+        try:
+            snap = json.loads(row["payload"])
+        except (TypeError, ValueError):
+            return ""
+        stats = snap.get("marketStats") or {}
+        indices = {i.get("name"): i for i in (snap.get("indices") or []) if isinstance(i, dict)}
+        idx_line = "、".join(
+            f"{name} {_fmt_index(indices.get(name))}"
+            for name in ("上证指数", "深证成指", "创业板指", "科创50")
+        )
+        return f"""以下是前一交易日（{row["trade_date"]}）的盘面数据快照，报告中的量能与情绪数字必须给出与它的环比对比：
+
+- 两市成交额：{_fmt_amount(stats.get("totalTurnover"))}
+- 上涨/下跌/平盘：{_num(stats.get("upCount"))}/{_num(stats.get("downCount"))}/{_num(stats.get("flatCount"))}，涨停 {_num(stats.get("limitUp"))} 家、跌停 {_num(stats.get("limitDown"))} 家、炸板 {_num(stats.get("limitBreak"))} 家（炸板率 {_num(stats.get("breakRate"))}%）
+- 强势/弱势股：{_num(stats.get("strongCount"))}/{_num(stats.get("weakCount"))}，市场宽度 {_num(stats.get("marketBreadth"))}%
+- 市场温度：{_num(stats.get("temperature"))} 分，竞价信号：{stats.get("auctionSignal") or "-"}
+- 指数收盘：{idx_line}
+
+---
+"""
+    finally:
+        conn.close()
+
+
+def _save_report(trade_date: str, content: str, summary: str, tools_used: list, tokens_used: int) -> int:
+    """保存报告到数据库（同日重生成：覆盖内容、generation_count+1、tokens 记当次消耗）"""
+    conn = get_connection()
+    try:
+        conn.execute(
+            """INSERT INTO ai_reports
+               (trade_date, report_type, title, content, summary, tools_used, model, tokens_used, updated_at)
+               VALUES (?, 'daily', ?, ?, ?, ?, ?, ?, datetime('now','localtime'))
+               ON CONFLICT(trade_date, report_type) DO UPDATE SET
+                 title = excluded.title,
+                 content = excluded.content,
+                 summary = excluded.summary,
+                 tools_used = excluded.tools_used,
+                 model = excluded.model,
+                 tokens_used = excluded.tokens_used,
+                 updated_at = excluded.updated_at,
+                 generation_count = ai_reports.generation_count + 1""",
             (
                 trade_date,
                 f"{trade_date} A股收盘分析",
@@ -193,10 +325,14 @@ def _save_report(trade_date: str, content: str, summary: str, tools_used: list,
                 json.dumps(tools_used),
                 AI_MODEL,
                 tokens_used,
-            )
+            ),
         )
         conn.commit()
-        return cursor.lastrowid
+        row = conn.execute(
+            "SELECT id FROM ai_reports WHERE trade_date = ? AND report_type = 'daily'",
+            (trade_date,),
+        ).fetchone()
+        return row["id"]
     finally:
         conn.close()
 
diff --git a/backend/services/ai_tools.py b/backend/services/ai_tools.py
index 96f99ea..25dfda0 100644
--- a/backend/services/ai_tools.py
+++ b/backend/services/ai_tools.py
@@ -16,7 +16,7 @@ TOOLS = [
         "type": "function",
         "function": {
             "name": "get_market_dashboard",
-            "description": "获取A股市场看板数据，包含主要指数行情、涨跌统计、行业强度、概念热度、事件情报、市场温度评分",
+            "description": "获取A股市场看板数据，包含主要指数行情、全市场涨跌统计（涨跌家数/涨停/跌停/炸板率/成交额）、市场温度评分与竞价信号、行业强度榜、概念热度、完整连板梯队（limitLadder字段，含涨停原因与封单金额）、事件情报（热门股/龙虎榜/飙升/异动）",
             "parameters": {"type": "object", "properties": {}, "required": []}
         }
     },
diff --git a/src/lib/ai-analysis-api.ts b/src/lib/ai-analysis-api.ts
index 214ee17..dbcd4e2 100644
--- a/src/lib/ai-analysis-api.ts
+++ b/src/lib/ai-analysis-api.ts
@@ -14,7 +14,9 @@ export interface AiReport {
   toolsUsed: string[];
   model: string;
   tokens_used: number;
+  generation_count?: number;
   created_at: string;
+  updated_at?: string | null;
 }
 
 export async function fetchAiLatestReport(): Promise<AiReport> {
diff --git a/src/routes/ai-analysis.tsx b/src/routes/ai-analysis.tsx
index 190deff..4b727e0 100644
--- a/src/routes/ai-analysis.tsx
+++ b/src/routes/ai-analysis.tsx
@@ -53,9 +53,12 @@ function AiAnalysisPage() {
                 <div className="flex flex-wrap items-center gap-x-3 gap-y-1 sm:gap-4 text-xs sm:text-sm text-muted-foreground">
                   <span className="flex items-center gap-1.5">
                     <Clock className="h-3.5 w-3.5 shrink-0" />
-                    <span className="truncate">{report.created_at}</span>
+                    <span className="truncate">{report.updated_at || report.created_at}</span>
                   </span>
                   <span>{report.tokens_used?.toLocaleString()} tokens</span>
+                  {(report.generation_count ?? 1) > 1 && (
+                    <span>第 {report.generation_count} 次生成</span>
+                  )}
                   {report.toolsUsed && report.toolsUsed.length > 0 && (
                     <span className="flex items-center gap-1.5">
                       <Wrench className="h-3.5 w-3.5 shrink-0" />
@@ -66,6 +69,18 @@ function AiAnalysisPage() {
               </CardContent>
             </Card>
 
+            {/* 今日定调摘要 */}
+            {report.summary && (
+              <div className="mb-3 sm:mb-4 rounded-lg border border-primary/30 bg-primary/5 px-3 sm:px-4 py-3">
+                <div className="flex items-start gap-2.5">
+                  <span className="shrink-0 mt-0.5 rounded bg-primary/10 px-1.5 py-0.5 text-[11px] font-semibold text-primary">
+                    今日定调
+                  </span>
+                  <p className="text-sm leading-relaxed">{report.summary}</p>
+                </div>
+              </div>
+            )}
+
             {/* Report Content */}
             <Card className="bg-card border-border">
               <CardContent className="p-3 sm:p-4 md:p-6 ai-report-content">