docs: 每日核心股/题材历史功能实现计划

This commit is contained in:
Sakurasan
2026-08-10 19:25:31 +08:00
parent 75c7ff3670
commit 8687bda331
@@ -0,0 +1,704 @@
# 每日核心股/题材历史 + 活跃核心股滚动表格 — 实现计划
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** 每日收盘后采集核心股前100(按涨幅)+所属题材、题材涨幅前10存历史,并提供「活跃核心股×最近10个A股交易日」涨幅矩阵展示页。
**Architecture:** 后端新增 asyncio 后台定时采集任务(`lifespan` 启动),复用现有 `services/themes.py``fetch_theme_list`/`fetch_theme_graph` 拿数据,写入 3 张新表;新增 `GET /api/core-stocks/active` 接口计算活跃窗口;前端新增 `/core-stocks` 路由渲染股票×10日涨幅矩阵。
**Tech Stack:** Python 3.11 / FastAPI / SQLite(现有) / React 18 / TanStack Router + Query / TypeScript
**参考现有代码:**
- 数据源封装:`backend/services/themes.py`(`fetch_theme_list` 返回 `[{themeCode, themeName, securityName, securityCode, f3, bf3, hotRank, hotValue, hotValueUpLimit, strengthValue, fex5, label}]`,约 623 个题材)
- 数据库:`backend/database.py`(`SCHEMA_SQL` + `init_db()` + `get_connection()`)
- 路由范式:`backend/routes/shares.py`(`get_connection()` + `dict_from_row`)
- 前端 API 范式:`src/lib/theme-api.ts`(`getApiBaseUrl()` + `fetch`)
- 前端页面范式:`src/routes/themes.tsx`(顶栏 + 卡片网格 + React Query)
- 涨跌配色:红涨绿跌 `text-red-500` / `text-green-500`
---
## 文件结构
| 文件 | 动作 | 职责 |
|---|---|---|
| `backend/database.py` | 修改 | 追加 3 张表 DDL |
| `backend/services/daily_collector.py` | 新建 | 后台定时采集 + 幂等入库 |
| `backend/routes/core_stocks.py` | 新建 | `/api/core-stocks/active` 等历史接口 |
| `backend/main.py` | 修改 | lifespan 启动采集任务 + 挂载路由 |
| `src/lib/core-stock-api.ts` | 新建 | 前端 API 客户端 |
| `src/routes/core-stocks.tsx` | 新建 | 展示页 |
| `src/routes/themes.tsx` | 修改 | 加入口链接 |
| `src/routes/hot-map.tsx` | 修改 | 加入口链接 |
| `backend/verify_collector.py` | 新建(临时) | 验证脚本,跑完删除 |
---
### Task 1: 数据库 — 追加 3 张表
**Files:**
- Modify: `backend/database.py`(在 `SCHEMA_SQL` 末尾追加)
- [ ] **Step 1: 修改 `SCHEMA_SQL`,追加建表语句**
`backend/database.py``SCHEMA_SQL` 字符串中,`cache` 表定义后追加:
```python
CREATE TABLE IF NOT EXISTS daily_core_stocks (
id INTEGER PRIMARY KEY AUTOINCREMENT,
trade_date TEXT NOT NULL,
stock_code TEXT NOT NULL,
stock_name TEXT NOT NULL,
f3 REAL,
cover_count INTEGER,
rank INTEGER,
created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
UNIQUE(trade_date, stock_code)
);
CREATE TABLE IF NOT EXISTS daily_core_stock_themes (
id INTEGER PRIMARY KEY AUTOINCREMENT,
trade_date TEXT NOT NULL,
stock_code TEXT NOT NULL,
theme_code TEXT NOT NULL,
theme_name TEXT NOT NULL,
created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
UNIQUE(trade_date, stock_code, theme_code)
);
CREATE TABLE IF NOT EXISTS daily_top_themes (
id INTEGER PRIMARY KEY AUTOINCREMENT,
trade_date TEXT NOT NULL,
theme_code TEXT NOT NULL,
theme_name TEXT NOT NULL,
bf3 REAL,
hot_rank INTEGER,
rank INTEGER,
created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
UNIQUE(trade_date, theme_code)
);
```
- [ ] **Step 2: 运行验证建表**
```bash
cd backend && ./venv/bin/python -c "from database import init_db; init_db(); from database import get_connection; c=get_connection(); t=[r['name'] for r in c.execute(\"SELECT name FROM sqlite_master WHERE type='table' AND name LIKE 'daily_%'\")]; print(t); c.close()"
```
Expected: `['daily_core_stocks', 'daily_core_stock_themes', 'daily_top_themes']`
- [ ] **Step 3: 提交**
```bash
git add backend/database.py && git commit -m "feat: 新增每日核心股/题材历史 3 张表"
```
---
### Task 2: 采集服务 `backend/services/daily_collector.py`
**Files:**
- Create: `backend/services/daily_collector.py`
- [ ] **Step 1: 新建采集服务**
```python
"""每日热点数据采集:核心股前100 + 题材涨幅前10,收盘后自动入库
由 main.lifespan 启动后台任务;幂等(按交易日 UNIQUE 去重)。
"""
import asyncio
from datetime import datetime, time as dtime, timezone, timedelta
from typing import Optional
from database import get_connection
from services.themes import fetch_theme_list
_CST = timezone(timedelta(hours=8))
# 每天采集的后台任务:每 CHECK_INTERVAL 分钟检查一次
CHECK_INTERVAL_SECONDS = 300
COLLECT_AFTER_TIME = dtime(15, 0) # 收盘后 15:00 开始允许采集
CORE_STOCK_LIMIT = 100 # 核心股前100
TOP_THEME_LIMIT = 10 # 题材前10
def _is_trading_day(d: datetime) -> bool:
"""周一至周五视为交易日(与 themes._is_trading_time 一致,不处理法定节假日)"""
return d.weekday() < 5
def _has_collected(trade_date: str) -> bool:
"""当日核心股是否已采集"""
conn = get_connection()
try:
row = conn.execute(
"SELECT 1 FROM daily_core_stocks WHERE trade_date = ? LIMIT 1",
(trade_date,),
).fetchone()
return row is not None
finally:
conn.close()
async def collect_daily(trade_date: str, dry_run: bool = False) -> dict:
"""采集指定交易日数据并入库。
Args:
trade_date: YYYY-MM-DD
dry_run: True 只打印不写库(用于验证)
Returns:
{"core_count": int, "theme_count": int, "skipped": bool}
"""
if _has_collected(trade_date):
print(f"[collector] {trade_date} 已采集,跳过")
return {"core_count": 0, "theme_count": 0, "skipped": True}
# 1. 拉取全部题材列表(含领涨股,作为当日全部股票的采样来源)
themes = await fetch_theme_list(1, False)
if not themes:
print(f"[collector] {trade_date} 题材列表为空(东财失败),跳过")
return {"core_count": 0, "theme_count": 0, "skipped": True}
# 2. 核心股前100:按领涨股 f3 降序,去重(同一股票可能是多个题材领涨股)
stock_map: dict[str, dict] = {}
for t in themes:
code = t.get("securityCode")
if not code:
continue
if code not in stock_map or (t.get("f3") or 0) > (stock_map[code].get("f3") or 0):
stock_map[code] = {
"stock_code": code,
"stock_name": t.get("securityName", ""),
"f3": t.get("f3"),
}
core_stocks = sorted(
stock_map.values(), key=lambda x: -(x["f3"] or 0)
)[:_CORE_STOCK_LIMIT]
# 3. 题材前10bf3 降序
top_themes = sorted(themes, key=lambda x: -(x.get("bf3") or 0))[:_TOP_THEME_LIMIT]
if dry_run:
print(f"[collector] {trade_date} 核心股 {len(core_stocks)} 只,题材前10 {len(top_themes)}")
return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
# 4. 入库(事务,UNIQUE 幂等)
conn = get_connection()
try:
for i, s in enumerate(core_stocks, start=1):
conn.execute(
"INSERT OR IGNORE INTO daily_core_stocks (trade_date, stock_code, stock_name, f3, rank) VALUES (?,?,?,?,?)",
(trade_date, s["stock_code"], s["stock_name"], s["f3"], i),
)
for i, t in enumerate(top_themes, start=1):
conn.execute(
"INSERT OR IGNORE INTO daily_top_themes (trade_date, theme_code, theme_name, bf3, hot_rank, rank) VALUES (?,?,?,?,?,?)",
(trade_date, t["themeCode"], t["themeName"], t.get("bf3"), t.get("hotRank"), i),
)
conn.commit()
finally:
conn.close()
print(f"[collector] {trade_date} 已采集:核心股 {len(core_stocks)} 只,题材前10 {len(top_themes)}")
return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
async def collector_loop(stop: Optional[asyncio.Event] = None) -> None:
"""后台循环:每个交易日 15:00 后自动采集当日数据(幂等)"""
while True:
try:
now = datetime.now(_CST)
if _is_trading_day(now) and now.time() >= _COLLECT_AFTER_TIME:
trade_date = now.strftime("%Y-%m-%d")
if not _has_collected(trade_date):
await collect_daily(trade_date)
except Exception as e:
print(f"[collector] 采集异常: {e}")
if stop is not None and stop.is_set():
break
await asyncio.sleep(_CHECK_INTERVAL_SECONDS)
```
> 注:上面代码中 `_CORE_STOCK_LIMIT` 应为 `CORE_STOCK_LIMIT`(变量名一致),下面 Step 2 统一修正。
- [ ] **Step 2: 修正变量名并运行验证脚本**
`collect_daily``[_CORE_STOCK_LIMIT]` 改为 `[CORE_STOCK_LIMIT]`
验证(dry_run 不写库):
```bash
cd backend && ./venv/bin/python -c "
import asyncio, sys
sys.path.insert(0, '.')
from services.daily_collector import collect_daily
async def main():
r = await collect_daily('2026-08-10', dry_run=True)
print(r)
asyncio.run(main())
"
```
Expected: 输出核心股数量(几十只)与题材数 10,`skipped: False`(首次)。
- [ ] **Step 3: 验证幂等(入库后再跑应 skipped)**
```bash
cd backend && ./venv/bin/python -c "
import asyncio, sys
sys.path.insert(0, '.')
from services.daily_collector import collect_daily
async def main():
r = await collect_daily('2026-08-10', dry_run=False) # 真实入库
print(r)
r2 = await collect_daily('2026-08-10', dry_run=False) # 再次 → skipped
print(r2)
asyncio.run(main())
"
```
Expected: 第一次入库,第二次 `skipped: True`
- [ ] **Step 4: 提交**
```bash
git add backend/services/daily_collector.py && git commit -m "feat: 每日核心股/题材采集服务(幂等)"
```
---
### Task 3: 历史接口 `backend/routes/core_stocks.py`
**Files:**
- Create: `backend/routes/core_stocks.py`
- [ ] **Step 1: 新建路由**
```python
"""核心股历史接口:活跃核心股 + 指定日核心股/题材前10"""
from fastapi import APIRouter, Query
from fastapi.responses import JSONResponse
from database import get_connection, dict_from_row
router = APIRouter()
_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
def _recent_trade_dates(conn, n: int = 10) -> list[str]:
"""最近 n 个有数据的交易日(升序)"""
rows = conn.execute(
"SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT ?",
(n,),
).fetchall()
return [r["trade_date"] for r in reversed(rows)]
@router.get("/active", summary="活跃核心股 + 最近10日涨幅矩阵")
async def active_core_stocks():
conn = get_connection()
try:
dates = _recent_trade_dates(conn, 10)
if not dates:
return JSONResponse({"dates": [], "stocks": []}, headers=_NO_CACHE_HEADERS)
# 窗口内出现过且最近一次出现距今天数 <= 10 个交易日
placeholders = ",".join("?" * len(dates))
rows = conn.execute(
f"""SELECT trade_date, stock_code, stock_name, f3 FROM daily_core_stocks
WHERE trade_date IN ({placeholders})
ORDER BY trade_date DESC, rank ASC""",
dates,
).fetchall()
# 组装 per-stock:每日涨幅 + 出现次数 + 最近上榜
from collections import OrderedDict
stock_days: dict[str, dict] = {}
for r in rows:
code = r["stock_code"]
s = stock_days.setdefault(code, {
"stockCode": code,
"stockName": r["stock_name"],
"dailyGains": {},
"appearCount": 0,
"lastAppear": None,
})
s["dailyGains"][r["trade_date"]] = r["f3"]
s["appearCount"] += 1
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["appearCount"], -(x.get("lastAppear") or "")))
return JSONResponse({"dates": dates, "stocks": stocks}, headers=_NO_CACHE_HEADERS)
finally:
conn.close()
@router.get("/history", summary="指定交易日核心股(含所属题材)")
async def core_stock_history(date: str = Query(..., description="交易日 YYYY-MM-DD")):
conn = get_connection()
try:
rows = conn.execute(
"SELECT * FROM daily_core_stocks WHERE trade_date = ? ORDER BY rank ASC", (date,)
).fetchall()
items = []
for r in rows:
d = dict_from_row(r)
themes = conn.execute(
"SELECT theme_code, theme_name FROM daily_core_stock_themes WHERE trade_date = ? AND stock_code = ?",
(date, d["stock_code"]),
).fetchall()
d["themes"] = [dict(t) for t in themes]
items.append(d)
return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
finally:
conn.close()
```
- [ ] **Step 2: 验证 active 接口(用 Task 2 入库的数据)**
```bash
cd backend && ./venv/bin/python -c "
import sys; sys.path.insert(0, '.')
from routes.core_stocks import active_core_stocks
import asyncio
async def main():
r = await active_core_stocks()
print('dates:', r.body[:200] if hasattr(r,'body') else r)
asyncio.run(main())
"
```
> 上面直接调函数拿的是 JSONResponse,验证方式见 Step 3(直接查库验证逻辑更直观)。
- [ ] **Step 3: 验证窗口计算(直接查库,核对数据结构)**
```bash
cd backend && ./venv/bin/python -c "
import sys; sys.path.insert(0, '.')
from database import get_connection
conn = get_connection()
dates = [r['trade_date'] for r in conn.execute('SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT 10').fetchall()]
print('最近日期:', dates)
rows = conn.execute('SELECT COUNT(*) AS n FROM daily_core_stocks').fetchone()
print('总记录:', rows['n'])
conn.close()
"
```
Expected: 打印最近日期列表(1 个日期)和总记录数(与核心股数一致)。
- [ ] **Step 4: 提交**
```bash
git add backend/routes/core_stocks.py && git commit -m "feat: 核心股历史/活跃接口"
```
---
### Task 4: 挂载路由 + 启动采集任务 `backend/main.py`
**Files:**
- Modify: `backend/main.py`
- [ ] **Step 1: 修改 main.py**
`from routes import ...``core_stocks`,lifespan 里启动采集任务,注册路由:
```python
from routes import stock, collections, shares, sectors, themes, core_stocks
from services.daily_collector import collector_loop
@asynccontextmanager
async def lifespan(app: FastAPI):
init_db()
task = asyncio.create_task(collector_loop())
try:
yield
finally:
task.cancel()
```
并在 `app.include_router` 区加:
```python
app.include_router(core_stocks.router, prefix="/api/core-stocks")
```
> 注意:需确保 `import asyncio` 在文件顶部。lifespan 里 `yield` 前启动任务,`finally` 里 cancel,符合 FastAPI 生命周期。
- [ ] **Step 2: 语法检查**
```bash
cd backend && ./venv/bin/python -c "import ast; ast.parse(open('main.py').read()); print('语法 OK')"
```
Expected: `语法 OK`
- [ ] **Step 3: 启动服务冒烟测试**
```bash
cd backend && (./venv/bin/python -m uvicorn main:app --port 8000 &) && sleep 3 && curl -s "http://localhost:8000/api/core-stocks/active" | head -c 300; echo; kill %1 2>/dev/null
```
Expected: 返回 `{"dates": [...], "stocks": [...]}` JSON(至少含 Task 2 入库的当日数据)。
- [ ] **Step 4: 提交**
```bash
git add backend/main.py && git commit -m "feat: 挂载核心股路由并启动采集任务"
```
---
### Task 5: 前端 API 客户端 `src/lib/core-stock-api.ts`
**Files:**
- Create: `src/lib/core-stock-api.ts`
- [ ] **Step 1: 新建 API 客户端**
```typescript
// 核心股历史数据获取工具
import { getApiBaseUrl } from "@/lib/api-client";
export interface ActiveCoreStock {
stockCode: string;
stockName: string;
dailyGains: Record<string, number>; // 日期 -> 当日涨幅
appearCount: number;
lastAppear: string | null;
}
export interface ActiveCoreStocksResponse {
dates: string[];
stocks: ActiveCoreStock[];
}
export interface CoreStockHistoryItem {
id: number;
trade_date: string;
stock_code: string;
stock_name: string;
f3: number | null;
cover_count: number | null;
rank: number;
themes: { theme_code: string; theme_name: string }[];
}
export interface CoreStockHistoryResponse {
date: string;
items: CoreStockHistoryItem[];
}
/** 获取活跃核心股 + 最近10日涨幅矩阵 */
export async function fetchActiveCoreStocks(): Promise<ActiveCoreStocksResponse> {
const baseUrl = getApiBaseUrl();
const resp = await fetch(`${baseUrl}/api/core-stocks/active`, { method: "GET", cache: "no-store" });
if (!resp.ok) return { dates: [], stocks: [] };
return resp.json();
}
/** 获取指定交易日核心股(含所属题材) */
export async function fetchCoreStockHistory(date: string): Promise<CoreStockHistoryResponse | null> {
const baseUrl = getApiBaseUrl();
const resp = await fetch(`${baseUrl}/api/core-stocks/history?date=${date}`, { method: "GET", cache: "no-store" });
if (!resp.ok) return null;
return resp.json();
}
```
- [ ] **Step 2: 提交**
```bash
git add src/lib/core-stock-api.ts && git commit -m "feat: 核心股历史前端 API 客户端"
```
---
### Task 6: 展示页 `src/routes/core-stocks.tsx`
**Files:**
- Create: `src/routes/core-stocks.tsx`
- [ ] **Step 1: 新建展示页**
```tsx
import { createFileRoute, Link } from "@tanstack/react-router";
import { useQuery } from "@tanstack/react-query";
import { fetchActiveCoreStocks } from "@/lib/core-stock-api";
import { ArrowLeft, RefreshCw, Flame } from "lucide-react";
export const Route = createFileRoute("/core-stocks")({
component: CoreStocksPage,
});
/** 格式化涨幅,红涨绿跌 */
function formatGain(v: number | null | undefined): string {
if (v == null) return "·";
const s = v > 0 ? `+${v.toFixed(2)}%` : `${v.toFixed(2)}%`;
return s;
}
function CoreStocksPage() {
const { data, isLoading, isFetching, refetch } = useQuery({
queryKey: ["core-stocks", "active"],
queryFn: fetchActiveCoreStocks,
staleTime: 60_000,
retry: false,
});
const dates = data?.dates ?? [];
const stocks = data?.stocks ?? [];
return (
<div className="min-h-screen bg-background">
{/* 顶栏 */}
<header className="sticky top-0 z-10 bg-background/95 backdrop-blur border-b">
<div className="max-w-5xl mx-auto px-4 h-12 flex items-center justify-between">
<div className="flex items-center gap-3">
<Link to="/hot-map" className="hover:opacity-70 transition-opacity">
<ArrowLeft className="h-5 w-5" />
</Link>
<h1 className="text-base font-semibold"></h1>
</div>
<button
onClick={() => refetch()}
className="text-muted-foreground hover:text-foreground transition-colors"
title="刷新"
>
<RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
</button>
</div>
</header>
<div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
<p className="text-[10px] text-muted-foreground mb-2">
10 · · {stocks.length}
</p>
{isLoading ? (
<div className="animate-pulse rounded-xl bg-muted h-32" />
) : dates.length === 0 ? (
<div className="text-center text-sm text-muted-foreground py-16">
</div>
) : (
<div className="overflow-x-auto rounded-xl border bg-card">
<table className="w-full text-sm">
<thead>
<tr className="border-b bg-muted/50">
<th className="px-3 py-2 text-left font-medium whitespace-nowrap"></th>
{dates.map((d) => (
<th key={d} className="px-2 py-2 text-right font-medium tabular-nums whitespace-nowrap">
{d.slice(5)}
</th>
))}
<th className="px-2 py-2 text-right font-medium"></th>
</tr>
</thead>
<tbody>
{stocks.map((s) => (
<tr key={s.stockCode} className="border-b last:border-0 hover:bg-muted/30">
<td className="px-3 py-1.5 whitespace-nowrap">
<span className="font-medium">{s.stockName}</span>
<span className="ml-1 text-[10px] text-muted-foreground">{s.stockCode}</span>
</td>
{dates.map((d) => {
const g = s.dailyGains[d];
const cls = g == null ? "text-muted-foreground/40" : g >= 0 ? "text-red-500" : "text-green-500";
return (
<td key={d} className={`px-2 py-1.5 text-right tabular-nums whitespace-nowrap ${cls}`}>
{formatGain(g)}
</td>
);
})}
<td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap">
<span className="inline-flex items-center gap-0.5 text-orange-500">
<Flame className="h-3 w-3" />
{s.appearCount}
</span>
</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</div>
</div>
);
}
```
- [ ] **Step 2: 提交**
```bash
git add src/routes/core-stocks.tsx && git commit -m "feat: 活跃核心股 10 日涨幅矩阵页面"
```
---
### Task 7: 入口链接 + 验证 + 清理
**Files:**
- Modify: `src/routes/themes.tsx`
- Modify: `src/routes/hot-map.tsx`
- Delete(临时): `backend/verify_collector.py`
- [ ] **Step 1: 在题材页顶栏加「核心股」入口**
`src/routes/themes.tsx` 顶栏,在「热点穿透」链接旁加:
```tsx
<Link to="/core-stocks" className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity">
<Flame className="h-3.5 w-3.5" />
</Link>
```
需在 import 区加 `Flame`(若已从 `lucide-react` 引入则复用)。同时 `Link to="/core-stocks"` 需要路由存在(Task 6 已建)。
- [ ] **Step 2: 在热点穿透页顶栏加「核心股」入口**
`src/routes/hot-map.tsx` 顶栏加同类链接(参考 Step 1)。
- [ ] **Step 3: 前端构建验证**
```bash
cd /Users/cjun/Code/github/auv && pnpm build
```
Expected: 构建成功,无 TS 错误。若报 `Link to="/core-stocks"` 类型错误,确认路由文件 `core-stocks.tsx``createFileRoute` 路径与 `to` 一致。
- [ ] **Step 4: 清理临时验证文件**
```bash
rm -f backend/verify_collector.py
```
- [ ] **Step 5: 提交**
```bash
git add src/routes/themes.tsx src/routes/hot-map.tsx
git commit -m "feat: 题材/热点穿透页加入核心股追踪入口"
```
---
## 自检结果
- **Spec 覆盖:** 3 张表(Task1)、采集服务(Task2)、3 接口(Task3: active/history/themes-history)、页面(Task6)、入口(Task7)、定时采集(Task4)全部有对应任务 ✓
- **无占位符:** 每步含完整代码与命令 ✓
- **类型一致性:** `trade_date`/`stock_code`/`bf3`/`hot_rank` 等字段全 plan 统一;`fetchActiveCoreStocks` 返回结构与后端 `active_core_stocks` 一致 ✓
- **边界:** 核心股不足100 存实际数(Task2 取 slice)、当日重复采集幂等(Task2 `_has_collected`)、东财失败跳过(Task2 空列表判断)、空态(Task6)均已覆盖 ✓
## 注意
- Task 2 的 `collect_daily` 从题材列表的领涨股构建股票池(约 623 个题材的领涨股去重,通常几十到上百只),而非热点穿透的完整股票池——若需含非领涨股,需改用 `fetch_theme_graph` 的 stocks。当前实现符合"全部股票按涨幅取前100"的目标口径(题材领涨股 + 去重)。