From 8687bda33137278196fd10b2f0dc9798f26d7a5e Mon Sep 17 00:00:00 2001 From: Sakurasan <26715255+Sakurasan@users.noreply.github.com> Date: Mon, 10 Aug 2026 19:25:31 +0800 Subject: [PATCH] =?UTF-8?q?docs:=20=E6=AF=8F=E6=97=A5=E6=A0=B8=E5=BF=83?= =?UTF-8?q?=E8=82=A1/=E9=A2=98=E6=9D=90=E5=8E=86=E5=8F=B2=E5=8A=9F?= =?UTF-8?q?=E8=83=BD=E5=AE=9E=E7=8E=B0=E8=AE=A1=E5=88=92?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .../2026-08-10-daily-core-stock-history.md | 704 ++++++++++++++++++ 1 file changed, 704 insertions(+) create mode 100644 docs/superpowers/plans/2026-08-10-daily-core-stock-history.md diff --git a/docs/superpowers/plans/2026-08-10-daily-core-stock-history.md b/docs/superpowers/plans/2026-08-10-daily-core-stock-history.md new file mode 100644 index 0000000..7214909 --- /dev/null +++ b/docs/superpowers/plans/2026-08-10-daily-core-stock-history.md @@ -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` 的 `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** + +在 `backend/database.py` 的 `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10：bf3 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)} 只") + 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)} 只") + 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** + +在 `collect_daily` 中 `[_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** + +在 `from routes import ...` 加 `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; // 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 { + const baseUrl = getApiBaseUrl(); + const resp = await fetch(`${baseUrl}/api/core-stocks/active`, { method: "GET", cache: "no-store" }); + if (!resp.ok) return { dates: [], stocks: [] }; + return resp.json(); +} + +/** 获取指定交易日核心股(含所属题材) */ +export async function fetchCoreStockHistory(date: string): Promise { + const baseUrl = getApiBaseUrl(); + const resp = await fetch(`${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 ( +
+ {/* 顶栏 */} +
+
+
+ + + +

核心股追踪

+
+ +
+
+ +
+

+ 活跃核心股（最近 10 个交易日内上榜）· 按上榜次数排序 · 共 {stocks.length} 只 +

+ + {isLoading ? ( +
+ ) : dates.length === 0 ? ( +
+ 暂无数据，数据将在每日收盘后自动采集 +
+ ) : ( +
+ + + + + {dates.map((d) => ( + + ))} + + + + + {stocks.map((s) => ( + + + {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 ( + + ); + })} + + + ))} + +
股票 + {d.slice(5)} + 上榜
+ {s.stockName} + {s.stockCode} + + {formatGain(g)} + + + + {s.appearCount} + +
+
+ )} +
+
+ ); +} +``` + +- [ ] **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 + + + 核心股 + +``` + +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` 的 `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)。