feat: AI分析第三档——海外期货章节、报告分卡片渲染、红绿着色、期号；LLM改流式+分段生成绕开网关120s超时

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、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）",
+            "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、板块主力资金流、两融余额、海外主要指数与国内期货主力合约（globalMarkets字段）、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": []}
         }
     },
@@ -184,9 +184,9 @@ async def _get_active_core_stocks() -> str:
             if s["lastAppear"] is None or r["trade_date"] > s["lastAppear"]:
                 s["lastAppear"] = r["trade_date"]
 
-        stocks = list(stock_days.values())
-        stocks.sort(key=lambda x: x.get("lastAppear") or "", reverse=True)
-        stocks.sort(key=lambda x: -x["appearCount"])
+        # 只保留最近10日中出现次数最多的前25只（全量可达145KB，会把上下文撑爆）
+        stocks = sorted(stock_days.values(), key=lambda x: -x["appearCount"])[:25]
+        keep_codes = {s["stockCode"] for s in stocks}
 
         themes_rows = conn.execute(
             f"""SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes
@@ -195,10 +195,12 @@ async def _get_active_core_stocks() -> str:
         ).fetchall()
         themes_by_stock = {}
         for t in themes_rows:
+            if t["stock_code"] not in keep_codes:
+                continue
             per = themes_by_stock.setdefault(t["stock_code"], {})
             per.setdefault(t["theme_code"], {"theme_code": t["theme_code"], "theme_name": t["theme_name"]})
         for s in stocks:
-            s["themes"] = list(themes_by_stock.get(s["stockCode"], {}).values())
+            s["themes"] = list(themes_by_stock.get(s["stockCode"], {}).values())[:5]
 
         latest = dates[-1] if dates else None
         for s in stocks: