style: 主题切换改为单图标点击展开

- AI分析页改为直接展示最新报告，历史存数据库
- 新增浅色/深色/系统自动主题切换
- 市场看板、AI分析页适配主题变量
- 移动端表格可滑动、按钮自动换行
- Mermaid图表支持
- Markdown表格渲染支持(remark-gfm)

.env.example

@@ -0,0 +1,11 @@
+# 同花顺金融数据 API 密钥
+fuyao_apikey=sk-fuyao-xxxx
+
+# AI 分析配置
+AI_API_BASE=https://your-api-base/v1
+AI_API_KEY=sk-your-api-key
+AI_MODEL=deepseek-v4-flash
+
+
+# 管理面板密码（默认 !auvauv，建议修改）
+ADMIN_PASSWORD=!auvauv

.gitignore

@@ -30,6 +30,7 @@ Thumbs.db
 # Node.js / JavaScript / TypeScript
 node_modules/
 dist/
+!dist/admin.html
 build/
 .next/
 .nuxt/
@@ -121,3 +122,4 @@ tmp/
 /core
 /.core.hmbtNy
 /.core.dump
+.v2-demo-backup/

Dockerfile

@@ -20,6 +20,10 @@ RUN find /usr/local/lib/python3.11 -type d -name "__pycache__" -exec rm -rf {} +
 FROM python:3.11-slim
 WORKDIR /app
 
+# 设置上海时区
+ENV TZ=Asia/Shanghai
+RUN ln -snf /usr/share/zoneinfo/$TZ /etc/localtime && echo $TZ > /etc/timezone
+
 # 仅复制已编译好的包，无需 gcc
 COPY --from=python-deps /usr/local/lib/python3.11/site-packages /usr/local/lib/python3.11/site-packages
 

backend/admin_cli.py

@@ -0,0 +1,49 @@
+#!/usr/bin/env python3
+"""管理密码设置工具
+
+用法：
+    python3 admin_cli.py              # 首次设置密码
+    python3 admin_cli.py <新密码>     # 修改密码
+    python3 admin_cli.py --check      # 检查是否已设置密码
+"""
+import sys
+import os
+
+# 添加 backend 目录到 path
+sys.path.insert(0, os.path.dirname(__file__))
+
+from services.admin_auth import is_configured, set_password
+
+
+def main():
+    if len(sys.argv) > 1 and sys.argv[1] == "--check":
+        if is_configured():
+            print("✅ 管理密码已设置")
+        else:
+            print("⚠️  管理密码未设置，请运行: python3 admin_cli.py")
+        return
+
+    if len(sys.argv) > 1:
+        new_password = sys.argv[1]
+    else:
+        import getpass
+        if is_configured():
+            print("修改管理密码")
+        else:
+            print("设置管理密码")
+        new_password = getpass.getpass("请输入密码: ")
+        confirm = getpass.getpass("请再次输入密码: ")
+        if new_password != confirm:
+            print("❌ 两次输入不一致")
+            sys.exit(1)
+
+    if len(new_password) < 4:
+        print("❌ 密码至少4位")
+        sys.exit(1)
+
+    set_password(new_password)
+    print(f"✅ 管理密码已{'更新' if is_configured() else '设置'}")
+
+
+if __name__ == "__main__":
+    main()

backend/auvops.sh

@@ -0,0 +1,168 @@
+#!/usr/bin/env bash
+# auvops.sh - AUV 容器内运维工具（在容器内直接执行，非宿主机 docker exec）
+#
+# 拷贝进容器 /app（backend 根）后运行。后续新增运维能力都收敛到这个文件：
+# 加一个 cmd_xxx 函数 + 在 main 的 case 里注册一行即可。
+#
+# 用法（容器内）:
+#   ./auvops.sh cache-clear            # 清空全部缓存（当日数据全新）
+#   ./auvops.sh cache-clear-graph      # 只清空热点穿透(theme_graph)缓存
+#   ./auvops.sh clean-expired          # 只清理已过期的缓存
+#   ./auvops.sh cache-count            # 查看缓存条数
+#   ./auvops.sh recollect [DATE]       # 删除并重采指定交易日（默认当天）
+#   ./auvops.sh sh                     # 进入交互式 shell
+#   ./auvops.sh help                   # 查看帮助
+#
+# 依赖: 容器内 python 可用（能 import services.*），工作目录自动切到脚本所在目录。
+#
+# 示例:
+#   ./auvops.sh cache-clear
+#   ./auvops.sh recollect 2026-08-10
+#   ./auvops.sh cache-count
+
+set -euo pipefail
+
+# 容器内 backend 根：脚本所在目录（/app）
+ROOT="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+cd "${ROOT}"
+
+# 容器内用 python；本机验证时可 PY=./venv/bin/python ./auvops.sh ...
+PY="${PY:-python}"
+"${PY}" -c "import services" >/dev/null 2>&1 || {
+  echo "❌ 无法在 ${ROOT} 下 import services（确认已在容器内 /app 且 python 可用）" >&2
+  exit 1
+}
+
+# 在容器内跑 python 代码。日期等参数通过环境变量传，避免拼接进代码字符串。
+# 用法: py_env "KEY1=val1" "KEY2=val2" <<'EOF'
+#   <python 代码>
+# EOF
+py_env() {
+  local env_args=()
+  while [[ "$#" -gt 0 ]]; do
+    env_args+=("${1%%=*}=${1#*=}"); shift
+  done
+  env "${env_args[@]}" "${PY}" -
+}
+
+# ---- 子命令实现 ----
+
+# 清空全部缓存（当日数据全新）
+cmd_cache_clear() {
+  echo "① 清空全部缓存"
+  "${PY}" - <<'EOF'
+from services.cache import clear_all
+clear_all()
+print("  cache 表已清空")
+EOF
+  echo "✅ 缓存已清空"
+}
+
+# 仅清空热点穿透(theme_graph)缓存：改写 top/排序后旧图数据过期，删掉让下次请求重建
+cmd_cache_clear_graph() {
+  echo "① 清空热点穿透(theme_graph)缓存"
+  "${PY}" - <<'EOF'
+from database import get_connection
+conn = get_connection()
+try:
+    cur = conn.execute("DELETE FROM cache WHERE key LIKE 'theme_graph:%'")
+    conn.commit()
+    print(f"  已删除 {cur.rowcount} 条 theme_graph 缓存")
+finally:
+    conn.close()
+EOF
+  echo "✅ 热点穿透缓存已清空"
+}
+
+# 只清理已过期缓存
+cmd_clean_expired() {
+  echo "① 清理过期缓存"
+  "${PY}" - <<'EOF'
+from services.cache import clean_expired
+clean_expired()
+print("  过期缓存已清理")
+EOF
+  echo "✅ 完成"
+}
+
+# 查看缓存条数
+cmd_cache_count() {
+  "${PY}" - <<'EOF'
+from database import get_connection
+conn = get_connection()
+try:
+    n = conn.execute("SELECT COUNT(*) FROM cache").fetchone()[0]
+    print(f"缓存条数: {n}")
+finally:
+    conn.close()
+EOF
+}
+
+# 删除指定交易日旧数据，并用新选股逻辑重新采集入库
+cmd_recollect() {
+  local date="${1:-$(date +%F)}"
+  if ! [[ "${date}" =~ ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ ]]; then
+    echo "❌ 日期格式错误：${date}（应为 YYYY-MM-DD）" >&2
+    exit 1
+  fi
+
+  echo "================================================"
+  echo "🚀 容器: ${HOSTNAME:-unknown}  交易日: ${date}"
+  echo "================================================"
+
+  echo "① 删除 ${date} 旧数据"
+  py_env "TARGET_DATE=${date}" <<'EOF'
+import os
+from database import get_connection
+date = os.environ["TARGET_DATE"]
+conn = get_connection()
+try:
+    for tbl in ("daily_core_stocks", "daily_core_stock_themes", "daily_top_themes"):
+        cur = conn.execute("DELETE FROM " + tbl + " WHERE trade_date = ?", (date,))
+        print(f"  {tbl}: 删除 {cur.rowcount} 行")
+    conn.commit()
+finally:
+    conn.close()
+EOF
+
+  echo "② 用新选股逻辑重采 ${date}"
+  py_env "TARGET_DATE=${date}" <<'EOF'
+import asyncio
+import os
+from services.daily_collector import collect_daily
+result = asyncio.run(collect_daily(os.environ["TARGET_DATE"]))
+print("  结果:", result)
+EOF
+  echo "✅ 完成"
+}
+
+# 进入交互式 shell
+cmd_sh() {
+  "${PY}" || true
+}
+
+# 帮助
+usage() {
+  awk 'NR >= 2 && /^#/ { sub(/^# ?/, ""); print; next } NR >= 2 && !/^#/ { exit }' "${BASH_SOURCE[0]}"
+}
+
+# ---- 入口 ----
+main() {
+  if [[ "$#" -eq 0 ]]; then
+    usage
+    exit 1
+  fi
+  local cmd="$1"; shift
+  case "${cmd}" in
+    cache-clear|cc)    cmd_cache_clear "$@" ;;
+    cache-clear-graph) cmd_cache_clear_graph "$@" ;;
+    clean-expired)     cmd_clean_expired "$@" ;;
+    cache-count)       cmd_cache_count "$@" ;;
+    recollect)         cmd_recollect "$@" ;;
+    sh|shell|python)   cmd_sh "$@" ;;
+    help|-h|--help)    usage ;;
+    *)                 echo "❌ 未知命令: ${cmd}（./auvops.sh help 查看用法）" >&2; exit 1 ;;
+  esac
+}
+
+main "$@"

backend/database.py

@@ -37,6 +37,54 @@ CREATE TABLE IF NOT EXISTS cache (
   value TEXT NOT NULL,
   expires_at TEXT NOT NULL
 );
+
+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)
+);
+
+CREATE TABLE IF NOT EXISTS ai_reports (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  report_type TEXT NOT NULL DEFAULT 'daily',
+  title TEXT NOT NULL,
+  content TEXT NOT NULL,
+  summary TEXT,
+  tools_used TEXT,
+  model TEXT NOT NULL,
+  tokens_used INTEGER,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, report_type)
+);
 """
 
 

backend/dist/admin.html

@@ -0,0 +1,412 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>AUV 管理面板</title>
+<style>
+*,*::before,*::after{box-sizing:border-box;margin:0;padding:0;border-color:var(--border)}
+:root{
+  --radius:0.625rem;
+  --font-sans:"PingFang SC","Microsoft YaHei","Hiragino Sans GB",sans-serif;
+  --background:oklch(1 0 0);
+  --foreground:oklch(0.129 0.042 264.695);
+  --card:oklch(1 0 0);
+  --card-foreground:oklch(0.129 0.042 264.695);
+  --primary:oklch(0.208 0.042 265.755);
+  --primary-foreground:oklch(0.984 0.003 247.858);
+  --secondary:oklch(0.968 0.007 247.896);
+  --secondary-foreground:oklch(0.208 0.042 265.755);
+  --muted:oklch(0.968 0.007 247.896);
+  --muted-foreground:oklch(0.521 0.011 257.2);
+  --accent:oklch(0.968 0.007 247.896);
+  --accent-foreground:oklch(0.208 0.042 265.755);
+  --destructive:oklch(0.577 0.245 27.325);
+  --destructive-foreground:oklch(0.984 0.003 247.858);
+  --border:oklch(0.929 0.013 255.508);
+  --input:oklch(0.929 0.013 255.508);
+  --ring:oklch(0.704 0.04 256.788);
+}
+.dark{
+  --background:oklch(0.205 0 0);
+  --foreground:oklch(0.984 0.003 247.858);
+  --card:oklch(0.205 0 0);
+  --card-foreground:oklch(0.984 0.003 247.858);
+  --primary:oklch(0.929 0.013 255.508);
+  --primary-foreground:oklch(0.208 0.042 265.755);
+  --secondary:oklch(0.279 0.041 260.031);
+  --secondary-foreground:oklch(0.984 0.003 247.858);
+  --muted:oklch(0.279 0.041 260.031);
+  --muted-foreground:oklch(0.804 0.008 256.9);
+  --accent:oklch(0.279 0.041 260.031);
+  --accent-foreground:oklch(0.984 0.003 247.858);
+  --destructive:oklch(0.704 0.191 22.216);
+  --destructive-foreground:oklch(0.984 0.003 247.858);
+  --border:oklch(1 0 0 / 10%);
+  --input:oklch(1 0 0 / 15%);
+  --ring:oklch(0.551 0.027 264.364);
+}
+body{font-family:var(--font-sans);background:var(--background);color:var(--foreground);min-height:100vh}
+
+/* Login */
+.login-wrap{display:flex;align-items:center;justify-content:center;min-height:100vh;padding:16px;background:linear-gradient(135deg,var(--background),color-mix(in oklch,var(--muted) 30%,var(--background)),var(--background))}
+.login-card{background:var(--card);border:1px solid var(--border);border-radius:calc(var(--radius) + 8px);padding:32px 28px;width:100%;max-width:380px;box-shadow:0 4px 24px oklch(0 0 0 / .06)}
+.login-card h1{font-size:22px;font-weight:700;margin-bottom:4px;background:linear-gradient(to right,var(--primary),color-mix(in oklch,var(--primary) 70%,var(--foreground)));-webkit-background-clip:text;-webkit-text-fill-color:transparent;background-clip:text}
+.login-card p{text-align:center;color:var(--muted-foreground);font-size:13px;margin-bottom:24px}
+.form-group{margin-bottom:16px}
+.form-group label{display:block;font-size:13px;color:var(--muted-foreground);margin-bottom:6px;font-weight:500}
+.form-group input{width:100%;padding:9px 12px;border:1px solid var(--input);border-radius:var(--radius);background:var(--background);color:var(--foreground);font-size:14px;font-family:var(--font-sans);outline:none;transition:border-color .2s}
+.form-group input:focus{border-color:var(--ring);box-shadow:0 0 0 2px color-mix(in oklch,var(--ring) 20%,transparent)}
+
+/* Buttons */
+.btn{display:inline-flex;align-items:center;justify-content:center;padding:9px 16px;border:none;border-radius:var(--radius);font-size:14px;font-weight:500;font-family:var(--font-sans);cursor:pointer;transition:all .15s;gap:6px;line-height:1.4}
+.btn-primary{background:var(--primary);color:var(--primary-foreground)}.btn-primary:hover{opacity:.9}
+.btn-destructive{background:var(--destructive);color:var(--destructive-foreground)}.btn-destructive:hover{opacity:.9}
+.btn-outline{background:transparent;color:var(--foreground);border:1px solid var(--border)}.btn-outline:hover{background:var(--accent);color:var(--accent-foreground)}
+.btn-ghost{background:transparent;color:var(--muted-foreground)}.btn-ghost:hover{background:var(--accent);color:var(--accent-foreground)}
+.btn-sm{padding:5px 12px;font-size:12px}
+.btn-full{width:100%}
+.btn:disabled{opacity:.5;cursor:not-allowed;pointer-events:none}
+.error-msg{color:var(--destructive);font-size:13px;margin-top:8px;text-align:center}
+
+/* Dashboard */
+.dashboard{display:none;max-width:960px;margin:0 auto;padding:16px}
+@media(min-width:768px){.dashboard{padding:24px 32px}}
+.topbar{display:flex;flex-wrap:wrap;justify-content:space-between;align-items:center;gap:12px;margin-bottom:20px;padding-bottom:16px;border-bottom:1px solid var(--border)}
+.topbar h1{font-size:18px;font-weight:700}
+@media(min-width:768px){.topbar h1{font-size:20px}}
+.topbar .actions{display:flex;gap:8px;align-items:center;flex-wrap:wrap}
+
+/* Stats grid */
+.stats-grid{display:grid;grid-template-columns:repeat(2,1fr);gap:12px;margin-bottom:20px}
+@media(min-width:640px){.stats-grid{grid-template-columns:repeat(3,1fr)}}
+@media(min-width:768px){.stats-grid{grid-template-columns:repeat(6,1fr)}}
+.stat-card{background:var(--card);border:1px solid var(--border);border-radius:calc(var(--radius) + 4px);padding:14px 16px}
+.stat-card .label{font-size:12px;color:var(--muted-foreground);margin-bottom:4px;font-weight:500}
+.stat-card .value{font-size:22px;font-weight:700;color:var(--foreground)}
+@media(min-width:768px){.stat-card .value{font-size:20px}}
+
+/* Section */
+.section{background:var(--card);border:1px solid var(--border);border-radius:calc(var(--radius) + 4px);padding:16px;margin-bottom:16px}
+@media(min-width:768px){.section{padding:20px 24px}}
+.section h2{font-size:15px;font-weight:600;color:var(--foreground);margin-bottom:14px;display:flex;align-items:center;gap:8px}
+
+/* Table */
+table{width:100%;border-collapse:collapse}
+th{text-align:left;font-size:12px;color:var(--muted-foreground);padding:8px 10px;border-bottom:1px solid var(--border);font-weight:500}
+td{padding:8px 10px;font-size:13px;border-bottom:1px solid color-mix(in oklch,var(--border) 50%,transparent);color:var(--card-foreground)}
+@media(min-width:768px){th,td{padding:10px 14px}}
+tr:hover td{background:color-mix(in oklch,var(--accent) 40%,transparent)}
+
+/* Badge */
+.badge{display:inline-block;padding:2px 8px;border-radius:calc(var(--radius) - 2px);font-size:11px;font-weight:500;background:color-mix(in oklch,var(--primary) 12%,transparent);color:var(--primary)}
+
+/* Result */
+.trigger-result{margin-top:14px;padding:12px 14px;border-radius:var(--radius);font-size:13px;display:none}
+.trigger-result.show{display:block}
+.trigger-result.success{background:color-mix(in oklch,#22c55e 10%,transparent);border:1px solid color-mix(in oklch,#22c55e 40%,transparent);color:#15803d}
+.trigger-result.error{background:color-mix(in oklch,var(--destructive) 10%,transparent);border:1px solid color-mix(in oklch,var(--destructive) 40%,transparent);color:var(--destructive)}
+.dark .trigger-result.success{color:#4ade80}
+.dark .trigger-result.error{color:#fca5a5}
+
+/* Loading */
+.loading{opacity:.6;pointer-events:none}
+.spinner{display:inline-block;width:14px;height:14px;border:2px solid transparent;border-top-color:currentColor;border-radius:50%;animation:spin .6s linear infinite}
+@keyframes spin{to{transform:rotate(360deg)}}
+
+/* Toast */
+.toast{position:fixed;bottom:20px;right:20px;padding:10px 16px;border-radius:var(--radius);font-size:13px;z-index:9999;animation:fadeIn .3s;border:1px solid}
+@keyframes fadeIn{from{opacity:0;transform:translateY(6px)}to{opacity:1;transform:translateY(0)}}
+.toast-ok{background:color-mix(in oklch,#22c55e 10%,var(--card));color:#15803d;border-color:color-mix(in oklch,#22c55e 30%,var(--border))}
+.toast-err{background:color-mix(in oklch,var(--destructive) 10%,var(--card));color:var(--destructive);border-color:color-mix(in oklch,var(--destructive) 30%,var(--border))}
+.dark .toast-ok{color:#4ade80}
+.dark .toast-err{color:#fca5a5}
+
+/* Modal */
+.modal-overlay{display:none;position:fixed;inset:0;background:oklch(0 0 0 / .5);z-index:100;align-items:center;justify-content:center;padding:16px}
+.modal-overlay.open{display:flex}
+.modal-box{background:var(--card);border:1px solid var(--border);border-radius:calc(var(--radius) + 8px);padding:24px;width:100%;max-width:360px;box-shadow:0 8px 32px oklch(0 0 0 / .12)}
+.modal-box h3{font-size:16px;font-weight:600;margin-bottom:16px}
+
+/* Theme toggle */
+.theme-toggle{position:fixed;bottom:16px;right:16px;z-index:50}
+.theme-toggle-inner{display:flex;padding:3px;background:var(--muted);border-radius:var(--radius);box-shadow:0 2px 8px oklch(0 0 0 / .08);gap:3px}
+.theme-btn{width:32px;height:32px;display:flex;align-items:center;justify-content:center;border:none;border-radius:calc(var(--radius) - 2px);cursor:pointer;background:transparent;color:var(--muted-foreground);font-size:16px;transition:all .15s;padding:0}
+.theme-btn:hover{color:var(--foreground)}
+.theme-btn.active{background:var(--background);color:var(--foreground);box-shadow:0 1px 3px oklch(0 0 0 / .08)}
+</style>
+</head>
+<body>
+
+<!-- Login -->
+<div class="login-wrap" id="loginWrap">
+  <div class="login-card">
+    <h1>AUV 管理面板</h1>
+    <p>A股走势追踪系统</p>
+    <div class="form-group">
+      <label>管理密码</label>
+      <input type="password" id="pwdInput" placeholder="输入密码" autofocus>
+    </div>
+    <div id="loginError" class="error-msg" style="display:none"></div>
+    <button class="btn btn-primary btn-full" id="loginBtn" onclick="doLogin()">登 录</button>
+  </div>
+</div>
+
+<!-- Dashboard -->
+<div class="dashboard" id="dashWrap">
+  <div class="topbar">
+    <h1>AUV 管理面板</h1>
+    <div class="actions">
+      <button class="btn btn-primary btn-sm" onclick="doTrigger()" id="triggerBtn">
+        <span id="triggerSpinner" class="spinner" style="display:none"></span>
+        触发 AI 分析
+      </button>
+      <button class="btn btn-outline btn-sm" onclick="showChangePwd()">改密码</button>
+      <button class="btn btn-ghost btn-sm" onclick="doLogout()">退出</button>
+    </div>
+  </div>
+
+  <div class="stats-grid" id="statsGrid"></div>
+
+  <div id="triggerResult" class="trigger-result"></div>
+
+  <div class="section">
+    <h2>📊 分析报告</h2>
+    <table>
+      <thead><tr><th>日期</th><th>标题</th><th>模型</th><th>Tokens</th><th>时间</th><th></th></tr></thead>
+      <tbody id="reportsBody"></tbody>
+    </table>
+  </div>
+
+  <div class="section">
+    <h2>📈 近期报告</h2>
+    <table>
+      <thead><tr><th>日期</th><th>标题</th><th>Tokens</th></tr></thead>
+      <tbody id="recentBody"></tbody>
+    </table>
+  </div>
+</div>
+
+<!-- Change Password Modal -->
+<div class="modal-overlay" id="pwdModal">
+  <div class="modal-box">
+    <h3>修改密码</h3>
+    <div class="form-group"><label>原密码</label><input type="password" id="oldPwd"></div>
+    <div class="form-group"><label>新密码</label><input type="password" id="newPwd"></div>
+    <div id="pwdError" class="error-msg" style="display:none"></div>
+    <div style="display:flex;gap:8px;margin-top:16px">
+      <button class="btn btn-primary btn-sm" style="flex:1" onclick="doChangePwd()">确认</button>
+      <button class="btn btn-outline btn-sm" style="flex:1" onclick="hideChangePwd()">取消</button>
+    </div>
+  </div>
+</div>
+
+<!-- Theme Toggle -->
+<div class="theme-toggle" id="themeToggle">
+  <button class="theme-btn" id="themeBtn" onclick="toggleThemeExpand()" title="切换主题"></button>
+</div>
+
+<script>
+const API = location.origin;
+let token = localStorage.getItem('admin_token');
+
+// Theme
+const themeIcons = {
+  light: '<svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="4"/><path d="M12 2v2"/><path d="M12 20v2"/><path d="m4.93 4.93 1.41 1.41"/><path d="m17.66 17.66 1.41 1.41"/><path d="M2 12h2"/><path d="M20 12h2"/><path d="m6.34 17.66-1.41 1.41"/><path d="m19.07 4.93-1.41 1.41"/></svg>',
+  dark: '<svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M12 3a6 6 0 0 0 9 9 9 9 0 1 1-9-9Z"/></svg>',
+  system: '<svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="2" y="3" width="20" height="14" rx="2"/><path d="M8 21h8"/><path d="M12 17v4"/></svg>'
+};
+let themeExpanded = false;
+
+function initTheme(){
+  const t = localStorage.getItem('theme') || 'system';
+  setTheme(t, false);
+  document.addEventListener('mousedown', e => {
+    if (themeExpanded && !document.getElementById('themeToggle').contains(e.target)) {
+      themeExpanded = false;
+      renderThemeBtn();
+    }
+  });
+}
+
+function setTheme(mode, save=true) {
+  if (save) localStorage.setItem('theme', mode);
+  const dark = mode === 'dark' || (mode === 'system' && matchMedia('(prefers-color-scheme:dark)').matches);
+  document.documentElement.classList.toggle('dark', dark);
+  themeExpanded = false;
+  renderThemeBtn();
+}
+
+function renderThemeBtn() {
+  const current = localStorage.getItem('theme') || 'system';
+  const toggle = document.getElementById('themeToggle');
+  if (!themeExpanded) {
+    toggle.innerHTML = `<button class="theme-btn" id="themeBtn" onclick="toggleThemeExpand()" title="切换主题">${themeIcons[current]}</button>`;
+  } else {
+    toggle.innerHTML = `<div class="theme-toggle-inner">
+      <button class="theme-btn ${current==='light'?'active':''}" onclick="setTheme('light')" title="浅色">${themeIcons.light}</button>
+      <button class="theme-btn ${current==='dark'?'active':''}" onclick="setTheme('dark')" title="深色">${themeIcons.dark}</button>
+      <button class="theme-btn ${current==='system'?'active':''}" onclick="setTheme('system')" title="自动">${themeIcons.system}</button>
+    </div>`;
+  }
+}
+
+function toggleThemeExpand() {
+  themeExpanded = !themeExpanded;
+  renderThemeBtn();
+}
+
+initTheme();
+
+// Init
+if (token) showDashboard();
+else document.getElementById('pwdInput').focus();
+document.getElementById('pwdInput').addEventListener('keydown', e => { if (e.key === 'Enter') doLogin() });
+
+async function api(method, path, body) {
+  const opts = { method, headers: { 'Content-Type': 'application/json', 'X-Admin-Token': token } };
+  if (body) opts.body = JSON.stringify(body);
+  const r = await fetch(API + path, opts);
+  const j = await r.json();
+  if (!r.ok) throw new Error(j.detail || '请求失败');
+  return j.data;
+}
+
+function toast(msg, ok) {
+  const d = document.createElement('div');
+  d.className = 'toast ' + (ok ? 'toast-ok' : 'toast-err');
+  d.textContent = msg;
+  document.body.appendChild(d);
+  setTimeout(() => d.remove(), 3000);
+}
+
+async function doLogin() {
+  const pwd = document.getElementById('pwdInput').value;
+  if (!pwd) return;
+  const errEl = document.getElementById('loginError');
+  try {
+    const data = await api('POST', '/api/admin/login', { password: pwd });
+    token = data.token;
+    localStorage.setItem('admin_token', token);
+    errEl.style.display = 'none';
+    showDashboard();
+  } catch (e) {
+    errEl.textContent = e.message;
+    errEl.style.display = 'block';
+  }
+}
+
+function doLogout() {
+  api('POST', '/api/admin/logout').catch(() => {});
+  token = null;
+  localStorage.removeItem('admin_token');
+  document.getElementById('dashWrap').style.display = 'none';
+  document.getElementById('loginWrap').style.display = 'flex';
+  document.getElementById('pwdInput').value = '';
+}
+
+async function showDashboard() {
+  document.getElementById('loginWrap').style.display = 'none';
+  document.getElementById('dashWrap').style.display = 'block';
+  try {
+    const stats = await api('GET', '/api/admin/stats');
+    renderStats(stats);
+    renderReports(stats.recentReports || []);
+    const reports = await api('GET', '/api/admin/reports');
+    renderAllReports(reports);
+  } catch (e) {
+    if (e.message.includes('401') || e.message.includes('未登录')) doLogout();
+  }
+}
+
+function renderStats(s) {
+  document.getElementById('statsGrid').innerHTML = `
+    <div class="stat-card"><div class="label">分析报告</div><div class="value">${s.reportCount}</div></div>
+    <div class="stat-card"><div class="label">总 Tokens</div><div class="value">${s.totalTokens?.toLocaleString() || 0}</div></div>
+    <div class="stat-card"><div class="label">股票集合</div><div class="value">${s.collectionCount}</div></div>
+    <div class="stat-card"><div class="label">关注股票</div><div class="value">${s.stockCount}</div></div>
+    <div class="stat-card"><div class="label">分享链接</div><div class="value">${s.shareLinkCount}</div></div>
+    <div class="stat-card"><div class="label">核心股天数</div><div class="value">${s.coreStockDays}</div></div>
+  `;
+}
+
+function renderReports(list) {
+  document.getElementById('recentBody').innerHTML = list.map(r =>
+    `<tr>
+      <td>${r.trade_date}</td>
+      <td><a href="/ai-analysis" target="_blank" style="color:var(--primary);text-decoration:none">${r.title || '-'}</a></td>
+      <td>${r.tokens_used || 0}</td>
+    </tr>`
+  ).join('') || '<tr><td colspan="3" style="color:var(--muted-foreground);text-align:center">暂无数据</td></tr>';
+}
+
+function renderAllReports(list) {
+  document.getElementById('reportsBody').innerHTML = list.map(r =>
+    `<tr>
+      <td>${r.trade_date}</td>
+      <td>${r.title || '-'}</td>
+      <td><span class="badge">${r.model || '-'}</span></td>
+      <td>${r.tokens_used || 0}</td>
+      <td>${r.created_at || '-'}</td>
+      <td style="white-space:nowrap">
+        <a href="/ai-analysis" target="_blank" class="btn btn-ghost btn-sm" style="padding:3px 10px;font-size:11px;text-decoration:none">查看</a>
+        <button class="btn btn-destructive btn-sm" style="padding:3px 10px;font-size:11px" onclick="deleteReport(${r.id})">删除</button>
+      </td>
+    </tr>`
+  ).join('') || '<tr><td colspan="6" style="color:var(--muted-foreground);text-align:center">暂无报告</td></tr>';
+}
+
+async function doTrigger() {
+  const btn = document.getElementById('triggerBtn');
+  const spinner = document.getElementById('triggerSpinner');
+  const result = document.getElementById('triggerResult');
+  btn.disabled = true;
+  spinner.style.display = 'inline-block';
+  result.className = 'trigger-result';
+  try {
+    const data = await api('POST', '/api/admin/trigger-analysis');
+    result.className = 'trigger-result show success';
+    result.innerHTML = `✅ 分析完成 — Tokens: ${data.tokens_used} | 工具: ${(data.tools_used || []).length} 次调用`;
+    showDashboard();
+  } catch (e) {
+    result.className = 'trigger-result show error';
+    result.innerHTML = `❌ ${e.message}`;
+  } finally {
+    btn.disabled = false;
+    spinner.style.display = 'none';
+  }
+}
+
+async function deleteReport(id) {
+  if (!confirm('确定删除该报告？')) return;
+  try {
+    await api('DELETE', '/api/admin/reports/' + id);
+    toast('已删除', true);
+    showDashboard();
+  } catch (e) { toast(e.message, false); }
+}
+
+function showChangePwd() {
+  document.getElementById('pwdModal').classList.add('open');
+  document.getElementById('oldPwd').value = '';
+  document.getElementById('newPwd').value = '';
+  document.getElementById('pwdError').style.display = 'none';
+}
+function hideChangePwd() { document.getElementById('pwdModal').classList.remove('open'); }
+
+async function doChangePwd() {
+  const oldp = document.getElementById('oldPwd').value;
+  const newp = document.getElementById('newPwd').value;
+  const errEl = document.getElementById('pwdError');
+  try {
+    await api('POST', '/api/admin/change-password', { old_password: oldp, new_password: newp });
+    hideChangePwd();
+    toast('密码已更新', true);
+  } catch (e) {
+    errEl.textContent = e.message;
+    errEl.style.display = 'block';
+  }
+}
+</script>
+</body>
+</html>

backend/main.py

@@ -1,3 +1,4 @@
+import asyncio
 import os
 from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
@@ -6,15 +7,36 @@ from contextlib import asynccontextmanager
 from dotenv import load_dotenv
 
 from database import init_db
-from routes import stock, collections, shares, sectors, themes
+from routes import stock, collections, shares, themes, core_stocks, fuyao, market_dashboard, ai_analysis, admin
+from services.daily_collector import collector_loop, cache_cleanup_loop
+from services.ai_collector import ai_analysis_loop
+from services.admin_auth import is_configured, set_password
 
 load_dotenv()
 
+DEFAULT_ADMIN_PASSWORD = os.getenv("ADMIN_PASSWORD", "!auvauv")
+
 
 @asynccontextmanager
 async def lifespan(app: FastAPI):
     init_db()
+    # 首次启动自动设置默认管理密码
+    if not is_configured():
+        set_password(DEFAULT_ADMIN_PASSWORD)
+        print(f"[admin] 已设置默认管理密码，请尽快修改: python3 admin_cli.py")
+    collector_task = asyncio.create_task(collector_loop())
+    cache_cleanup_task = asyncio.create_task(cache_cleanup_loop())
+    ai_analysis_task = asyncio.create_task(ai_analysis_loop())
+    try:
         yield
+    finally:
+        for t in (collector_task, cache_cleanup_task, ai_analysis_task):
+            t.cancel()
+        for t in (collector_task, cache_cleanup_task, ai_analysis_task):
+            try:
+                await t
+            except asyncio.CancelledError:
+                pass
 
 
 app = FastAPI(title="AUV API", version="1.0.0", lifespan=lifespan)
@@ -30,20 +52,40 @@ app.add_middleware(
 app.include_router(stock.router, prefix="/api/stock")
 app.include_router(collections.router, prefix="/api/collections")
 app.include_router(shares.router, prefix="/api/share")
-app.include_router(sectors.router, prefix="/api/sectors")
 app.include_router(themes.router, prefix="/api/themes")
+app.include_router(core_stocks.router, prefix="/api/core-stocks")
+app.include_router(fuyao.router, prefix="/api/v2")
+app.include_router(market_dashboard.router, prefix="/api")
+app.include_router(ai_analysis.router, prefix="/api")
+app.include_router(admin.router, prefix="/api")
 
 # 生产模式：后端同时托管前端静态文件
 # catch-all 路由在 API 路由之后注册，所以 API 优先级更高
 dist_path = os.path.join(os.path.dirname(__file__), "dist")
+
+# HTML 不缓存：保证 index.html 永远最新（引用的资源文件名带 hash，可长缓存）
+_NO_CACHE_HTML = {"Cache-Control": "no-cache, no-store, must-revalidate"}
+
+# 管理面板：/admin → admin.html（在 SPA catch-all 之前）
+ADMIN_HTML = os.path.join(dist_path, "admin.html")
+
+@app.get("/admin")
+async def serve_admin():
+    if os.path.isfile(ADMIN_HTML):
+        return FileResponse(ADMIN_HTML, media_type="text/html", headers=_NO_CACHE_HTML)
+    return JSONResponse({"detail": "Admin panel not found"}, status_code=404)
+
 if os.path.isdir(dist_path):
     @app.get("/{full_path:path}")
     async def serve_spa(full_path: str):
         file_path = os.path.join(dist_path, full_path) if full_path else os.path.join(dist_path, "index.html")
         if os.path.isfile(file_path):
+            # 静态资源（带 hash 的文件名）可缓存；HTML 不缓存
+            if file_path.endswith(".html"):
+                return FileResponse(file_path, headers=_NO_CACHE_HTML)
             return FileResponse(file_path)
         # SPA fallback: 非文件路径统一返回 index.html
         index_path = os.path.join(dist_path, "index.html")
         if os.path.isfile(index_path):
-            return FileResponse(index_path, media_type="text/html")
+            return FileResponse(index_path, media_type="text/html", headers=_NO_CACHE_HTML)
         return JSONResponse({"detail": "Not Found"}, status_code=404)

backend/requirements.txt

@@ -4,3 +4,5 @@ httpx==0.27.0
 python-dotenv==1.0.1
 akshare==1.18.64
 mootdx
+requests>=2.31,<3
+pypinyin

backend/routes/admin.py

@@ -0,0 +1,168 @@
+"""管理面板路由（/api/admin）
+
+提供：
+- 登录认证（密码 + token）
+- 触发 AI 分析
+- 浏览统计
+- 报告管理
+"""
+
+import json
+import time
+from datetime import datetime, timezone, timedelta
+
+from fastapi import APIRouter, HTTPException, Request
+from fastapi.responses import JSONResponse
+from pydantic import BaseModel
+
+from services import admin_auth
+from database import get_connection, dict_from_row
+
+_CST = timezone(timedelta(hours=8))
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+router = APIRouter()
+
+
+def _require_auth(request: Request) -> str:
+    """从 header 或 cookie 提取 token 并验证"""
+    token = request.headers.get("X-Admin-Token", "")
+    if not token:
+        # fallback: 从 cookie 读
+        token = request.cookies.get("admin_token", "")
+    if not admin_auth.verify_token(token):
+        raise HTTPException(status_code=401, detail="未登录或登录已过期")
+    return token
+
+
+class LoginRequest(BaseModel):
+    password: str
+
+
+@router.post("/admin/login", summary="管理员登录")
+async def admin_login(body: LoginRequest):
+    if not admin_auth.is_configured():
+        # 自动设置默认密码
+        import os
+        default_pw = os.getenv("ADMIN_PASSWORD", "!auvauv")
+        admin_auth.set_password(default_pw)
+    if not admin_auth.verify_password(body.password):
+        raise HTTPException(status_code=401, detail="密码错误")
+    token = admin_auth.create_token()
+    return JSONResponse({"data": {"token": token, "expiresIn": admin_auth.TOKEN_TTL}})
+
+
+@router.post("/admin/logout", summary="管理员登出")
+async def admin_logout(request: Request):
+    token = request.headers.get("X-Admin-Token", "") or request.cookies.get("admin_token", "")
+    admin_auth.revoke_token(token)
+    return JSONResponse({"data": "ok"})
+
+
+class ChangePasswordRequest(BaseModel):
+    old_password: str
+    new_password: str
+
+
+@router.post("/admin/change-password", summary="修改管理密码")
+async def admin_change_password(body: ChangePasswordRequest, request: Request):
+    _require_auth(request)
+    if not admin_auth.verify_password(body.old_password):
+        raise HTTPException(status_code=401, detail="原密码错误")
+    if len(body.new_password) < 4:
+        raise HTTPException(status_code=400, detail="密码至少4位")
+    admin_auth.set_password(body.new_password)
+    return JSONResponse({"data": "密码已更新"})
+
+
+@router.get("/admin/stats", summary="管理面板统计数据")
+async def admin_stats(request: Request):
+    _require_auth(request)
+    conn = get_connection()
+    try:
+        stats = {}
+
+        # 报告总数
+        row = conn.execute("SELECT COUNT(*) as cnt FROM ai_reports").fetchone()
+        stats["reportCount"] = row["cnt"]
+
+        # 总 tokens
+        row = conn.execute("SELECT COALESCE(SUM(tokens_used), 0) as total FROM ai_reports").fetchone()
+        stats["totalTokens"] = row["total"]
+
+        # 最新报告
+        row = conn.execute(
+            "SELECT trade_date, title FROM ai_reports ORDER BY trade_date DESC LIMIT 1"
+        ).fetchone()
+        stats["latestReport"] = dict_from_row(row) if row else None
+
+        # 集合数
+        row = conn.execute("SELECT COUNT(*) as cnt FROM stock_collections").fetchone()
+        stats["collectionCount"] = row["cnt"]
+
+        # 关注股票数
+        row = conn.execute("SELECT COUNT(*) as cnt FROM collection_stocks").fetchone()
+        stats["stockCount"] = row["cnt"]
+
+        # 分享链接数
+        row = conn.execute("SELECT COUNT(*) as cnt FROM share_links").fetchone()
+        stats["shareLinkCount"] = row["cnt"]
+
+        # 核心股天数
+        row = conn.execute(
+            "SELECT COUNT(DISTINCT trade_date) as cnt FROM daily_core_stocks"
+        ).fetchone()
+        stats["coreStockDays"] = row["cnt"]
+
+        # 近7天报告
+        rows = conn.execute(
+            "SELECT trade_date, title, tokens_used, created_at FROM ai_reports "
+            "ORDER BY trade_date DESC LIMIT 7"
+        ).fetchall()
+        stats["recentReports"] = [dict_from_row(r) for r in rows]
+
+        return JSONResponse({"data": stats}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.post("/admin/trigger-analysis", summary="触发 AI 分析")
+async def admin_trigger_analysis(request: Request):
+    _require_auth(request)
+    now = datetime.now(_CST)
+    trade_date = now.strftime("%Y-%m-%d")
+
+    from services.ai_service import collect_ai_analysis
+    result = await collect_ai_analysis(trade_date)
+    return JSONResponse({"data": result})
+
+
+@router.get("/admin/reports", summary="报告列表（管理用）")
+async def admin_list_reports(request: Request):
+    _require_auth(request)
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT id, trade_date, report_type, title, summary, tools_used, model, tokens_used, created_at "
+            "FROM ai_reports ORDER BY trade_date DESC, id DESC LIMIT 50"
+        ).fetchall()
+        items = []
+        for r in rows:
+            item = dict_from_row(r)
+            item["toolsUsed"] = json.loads(item.pop("tools_used") or "[]")
+            items.append(item)
+        return JSONResponse({"data": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.delete("/admin/reports/{report_id}", summary="删除报告")
+async def admin_delete_report(report_id: int, request: Request):
+    _require_auth(request)
+    conn = get_connection()
+    try:
+        conn.execute("DELETE FROM ai_reports WHERE id = ?", (report_id,))
+        conn.commit()
+        return JSONResponse({"data": "已删除"})
+    finally:
+        conn.close()

backend/routes/ai_analysis.py

@@ -0,0 +1,109 @@
+"""AI 分析报告路由（/api/ai-analysis）
+
+提供：
+- 报告列表
+- 报告详情
+- 手动触发分析（12小时频率限制）
+- 重新生成报告
+- 检查某日是否有报告
+"""
+
+import json
+from datetime import datetime, timezone, timedelta
+
+from fastapi import APIRouter, HTTPException
+from fastapi.responses import JSONResponse
+
+from database import get_connection, dict_from_row
+
+_CST = timezone(timedelta(hours=8))
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+router = APIRouter()
+
+
+def _has_ai_report(trade_date: str) -> bool:
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM ai_reports WHERE trade_date = ? AND report_type = 'daily' LIMIT 1",
+            (trade_date,)
+        ).fetchone()
+        return row is not None
+    finally:
+        conn.close()
+
+
+def _can_trigger(trade_date: str) -> tuple[bool, str]:
+    """检查是否可以触发分析（同一交易日内可随时重新生成）"""
+    return True, ""
+
+
+@router.get("/ai-analysis/latest", summary="最新 AI 分析报告")
+async def get_latest_report():
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT * FROM ai_reports ORDER BY trade_date DESC, id DESC LIMIT 1"
+        ).fetchone()
+        if not row:
+            raise HTTPException(status_code=404, detail="暂无分析报告")
+        item = dict_from_row(row)
+        item["toolsUsed"] = json.loads(item.pop("tools_used") or "[]")
+        return JSONResponse({"data": item}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/ai-analysis", summary="AI 分析报告列表")
+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 "
+            "FROM ai_reports ORDER BY trade_date DESC, id DESC LIMIT 50"
+        ).fetchall()
+        items = []
+        for r in rows:
+            item = dict_from_row(r)
+            item["toolsUsed"] = json.loads(item.pop("tools_used") or "[]")
+            items.append(item)
+        return JSONResponse({"data": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/ai-analysis/{report_id}", summary="AI 分析报告详情")
+async def get_report(report_id: int):
+    conn = get_connection()
+    try:
+        row = conn.execute("SELECT * FROM ai_reports WHERE id = ?", (report_id,)).fetchone()
+        if not row:
+            raise HTTPException(status_code=404, detail="报告不存在")
+        item = dict_from_row(row)
+        item["toolsUsed"] = json.loads(item.pop("tools_used") or "[]")
+        return JSONResponse({"data": item}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/ai-analysis/check/{trade_date}", summary="检查某日是否有 AI 分析报告")
+async def check_report(trade_date: str):
+    has = _has_ai_report(trade_date)
+    return JSONResponse({"data": {"hasReport": has, "tradeDate": trade_date}})
+
+
+@router.post("/ai-analysis/{report_id}/regenerate", summary="重新生成 AI 分析报告")
+async def regenerate_report(report_id: int):
+    conn = get_connection()
+    try:
+        row = conn.execute("SELECT trade_date FROM ai_reports WHERE id = ?", (report_id,)).fetchone()
+        if not row:
+            raise HTTPException(status_code=404, detail="报告不存在")
+        trade_date = row["trade_date"]
+    finally:
+        conn.close()
+
+    from services.ai_service import collect_ai_analysis
+    result = await collect_ai_analysis(trade_date)
+    return JSONResponse({"data": result})

backend/routes/core_stocks.py

@@ -0,0 +1,117 @@
+"""核心股历史接口：活跃核心股 + 指定日核心股/题材前20"""
+
+from datetime import date as date_cls
+
+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, cover_count 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
+        stock_days: dict[str, dict] = {}
+        for r in rows:
+            code = r["stock_code"]
+            s = stock_days.setdefault(code, {
+                "stockCode": code,
+                "stockName": r["stock_name"],
+                "coverCount": r["cover_count"],
+                "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())
+        # 稳定排序：先按出现次数降序，再按最近上榜日降序
+        stocks.sort(key=lambda x: x.get("lastAppear") or "", reverse=True)
+        stocks.sort(key=lambda x: -x["appearCount"])
+
+        # 一次性取窗口内全部题材关联，按 stock_code 分组（跨天题材去重）
+        themes_rows = conn.execute(
+            f"""SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes
+                WHERE trade_date IN ({placeholders})""",
+            dates,
+        ).fetchall()
+        themes_by_stock: dict[str, dict[str, dict]] = {}
+        for t in themes_rows:
+            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())
+
+        # daysSinceLastAppear:最近上榜距窗口最新交易日的自然日差(简单口径)
+        latest = dates[-1] if dates else None
+        for s in stocks:
+            if s.get("lastAppear") and latest:
+                try:
+                    d1 = date_cls.fromisoformat(latest)
+                    d2 = date_cls.fromisoformat(s["lastAppear"])
+                    s["daysSinceLastAppear"] = (d1 - d2).days
+                except ValueError:
+                    s["daysSinceLastAppear"] = 0
+            else:
+                s["daysSinceLastAppear"] = 0
+
+        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()
+        # 一次性取该日全部题材关联，按 stock_code 分组，避免逐股 N+1 查询
+        themes_rows = conn.execute(
+            "SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes WHERE trade_date = ?",
+            (date,),
+        ).fetchall()
+        themes_by_stock: dict[str, list] = {}
+        for t in themes_rows:
+            themes_by_stock.setdefault(t["stock_code"], []).append(
+                {"theme_code": t["theme_code"], "theme_name": t["theme_name"]}
+            )
+        items = []
+        for r in rows:
+            d = dict_from_row(r)
+            d["themes"] = themes_by_stock.get(d["stock_code"], [])
+            items.append(d)
+        return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()

backend/routes/fuyao.py

@@ -0,0 +1,283 @@
+"""v2 数据接口路由：同花顺官方金融数据 API（/api/v2）
+
+保留现有 /api/* 为 v1（腾讯/东财/新浪等抓取源），本模块提供独立 v2。
+数据源：https://fuyao.aicubes.cn（同花顺官方），密钥仅后端持有。
+
+接口返回统一使用现有 v1 的 data 信封风格：{"data": ..., "count": ...}，
+上游错误转 HTTPException，密钥永不出现在响应中。
+"""
+
+from datetime import datetime
+from fastapi import APIRouter, Query, HTTPException
+from fastapi.responses import JSONResponse
+from services import fuyao_client
+
+router = APIRouter()
+
+# 上游反代/CDN 可能按 path 缓存，显式禁止缓存
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+
+async def _guard(awaitable):
+    """调用 fuyao_client，把上游/校验错误统一转 HTTPException"""
+    try:
+        return await awaitable
+    except fuyao_client.FuyaoError as e:
+        # 上游业务错误，message 来自上游，不含密钥
+        raise HTTPException(status_code=502, detail=f"同花顺API: {e}")
+    except ValueError as e:
+        # SDK 参数校验错误（如 thscode 格式）
+        raise HTTPException(status_code=400, detail=f"参数错误: {e}")
+
+
+# ---------------------------------------------------------------
+# 基础数据
+# ---------------------------------------------------------------
+
+@router.get("/meta/tickers/search", summary="v2 标的检索")
+async def v2_ticker_search(
+    q: str = Query(..., description="代码/名称/拼音关键词"),
+    exchange: str = Query(None, description="交易所 SH/SZ/BJ"),
+    asset_type: str = Query(None, description="资产类型 a-share 等"),
+    limit: int = Query(10, ge=1, le=50),
+):
+    items = await _guard(fuyao_client.ticker_search(q, exchange, asset_type, limit))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/meta/tickers/list", summary="v2 标的列表（分页）")
+async def v2_ticker_list(
+    asset_type: str = Query(None, description="资产类型"),
+    limit: int = Query(100, ge=1, le=10000),
+    offset: int = Query(0, ge=0),
+):
+    items = await _guard(fuyao_client.ticker_list(asset_type, limit, offset))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+# ---------------------------------------------------------------
+# A股行情 / 日历 / 竞价
+# ---------------------------------------------------------------
+
+@router.get("/prices/snapshot", summary="v2 行情快照（单只/多只）")
+async def v2_prices_snapshot(thscodes: str = Query(..., description="逗号分隔的 thscode，如 600519.SH,000001.SZ")):
+    items = await _guard(fuyao_client.prices_snapshot(thscodes))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/prices/historical", summary="v2 历史日K（窗口≤10年）")
+async def v2_prices_historical(
+    thscode: str = Query(..., description="标的 thscode，单只"),
+    start: int = Query(..., description="起始时间，毫秒 Unix 时间戳"),
+    end: int = Query(..., description="结束时间，毫秒 Unix 时间戳"),
+    adjust: str = Query("forward", description="复权 none/forward/backward"),
+):
+    try:
+        items = await fuyao_client.prices_historical(thscode, start, end, adjust)
+    except fuyao_client.FuyaoError as e:
+        raise HTTPException(status_code=502, detail=f"同花顺API: {e}")
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=f"参数错误: {e}")
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/corporate-actions/adjustment-factors", summary="v2 复权因子事件流")
+async def v2_adjustment_factors(
+    thscode: str = Query(..., description="标的 thscode，单只"),
+    from_date: str = Query(None, description="起始日 yyyy-MM-dd"),
+    to_date: str = Query(None, description="截止日 yyyy-MM-dd"),
+):
+    data = await _guard(fuyao_client.corp_actions_adjustment_factors(thscode, from_date, to_date))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/calendar/trading-days", summary="v2 近一年交易日序列")
+async def v2_calendar():
+    items = await _guard(fuyao_client.calendar_trading_days())
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/auction/snapshot", summary="v2 集合竞价快照")
+async def v2_auction_snapshot(
+    thscodes: str = Query(..., description="逗号分隔 thscode"),
+    stage: str = Query("final", description="live 实时 / final 终态"),
+):
+    data = await _guard(fuyao_client.auction_snapshot(thscodes, stage))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/auction/short-term-benchmark", summary="v2 短线风向标竞价基准")
+async def v2_auction_benchmark(date: str = Query(None, description="日期 yyyy-MM-dd")):
+    data = await _guard(fuyao_client.auction_short_term_benchmark(date))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+# ---------------------------------------------------------------
+# A股财务 / 估值
+# ---------------------------------------------------------------
+
+@router.get("/financials/{statement}", summary="v2 三大财务报表")
+async def v2_financials(
+    statement: str,
+    thscode: str = Query(..., description="标的 thscode"),
+    period: str = Query("annual", description="annual 年报 / quarterly 季报"),
+    limit: int = Query(6, ge=1, le=20),
+):
+    if statement not in ("income-statements", "balance-sheets", "cash-flow-statements"):
+        raise HTTPException(status_code=400, detail="statement 仅支持 income-statements/balance-sheets/cash-flow-statements")
+    items = await _guard(fuyao_client.financials(statement, thscode, period, limit))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/financials/indicators", summary="v2 五类财务指标")
+async def v2_financial_indicators(
+    thscode: str = Query(..., description="标的 thscode"),
+    report: str = Query(..., description="报告期 yyyy-1 ~ yyyy-4"),
+):
+    items = await _guard(fuyao_client.financial_indicators(thscode, report))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/valuations/snapshot", summary="v2 估值快照")
+async def v2_valuations_snapshot(thscodes: str = Query(..., description="逗号分隔 thscode")):
+    items = await _guard(fuyao_client.valuations_snapshot(thscodes))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+# ---------------------------------------------------------------
+# 指数 / 板块
+# ---------------------------------------------------------------
+
+@router.get("/index/catalog", summary="v2 同花顺指数清单")
+async def v2_index_catalog(tag: str = Query("industry", description="cn_concept/region/tszs/industry")):
+    items = await _guard(fuyao_client.index_catalog(tag))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/index/constituents", summary="v2 指数成分股")
+async def v2_index_constituents(thscode: str = Query(..., description="指数 thscode")):
+    items = await _guard(fuyao_client.index_constituents(thscode))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/index/prices/snapshot", summary="v2 指数行情快照")
+async def v2_index_prices_snapshot(thscodes: str = Query(..., description="逗号分隔指数 thscode")):
+    items = await _guard(fuyao_client.index_prices_snapshot(thscodes))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/index/prices/historical", summary="v2 指数历史K线")
+async def v2_index_prices_historical(
+    thscode: str = Query(..., description="指数 thscode"),
+    start: int = Query(..., description="起始时间，毫秒 Unix 时间戳"),
+    end: int = Query(..., description="结束时间，毫秒 Unix 时间戳"),
+):
+    items = await _guard(fuyao_client.index_prices_historical(thscode, start, end))
+    return JSONResponse({"data": items, "count": len(items)}, headers=_NO_CACHE_HEADERS)
+
+
+# ---------------------------------------------------------------
+# 特殊数据（涨停/跌停/炸板/连板/热股/龙虎/异动/飙升）
+# ---------------------------------------------------------------
+
+@router.get("/special/limit-up-pool", summary="v2 涨停池")
+async def v2_limit_up_pool(
+    date: str = Query(None, description="日期 yyyy-MM-dd"),
+    page: int = Query(1, ge=1),
+    size: int = Query(50, ge=1, le=200),
+    sort_field: str = Query("seal_money", description="排序字段"),
+    sort_dir: str = Query("desc", description="asc/desc"),
+):
+    date_ms = int(datetime.strptime(date, "%Y-%m-%d").timestamp() * 1000) if date else None
+    data = await _guard(fuyao_client.limit_up_pool(date_ms, page, size, sort_field, sort_dir))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/limit-down-pool", summary="v2 跌停池")
+async def v2_limit_down_pool(
+    date: str = Query(None, description="日期 yyyy-MM-dd"),
+    page: int = Query(1, ge=1),
+    size: int = Query(50, ge=1, le=200),
+    sort_field: str = Query("last_limit_time"),
+    sort_dir: str = Query("desc"),
+):
+    date_ms = int(datetime.strptime(date, "%Y-%m-%d").timestamp() * 1000) if date else None
+    data = await _guard(fuyao_client.limit_down_pool(date_ms, page, size, sort_field, sort_dir))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/limit-break-pool", summary="v2 炸板池")
+async def v2_limit_break_pool(
+    date: str = Query(None, description="日期 yyyy-MM-dd"),
+    page: int = Query(1, ge=1),
+    size: int = Query(50, ge=1, le=200),
+    sort_field: str = Query("price_change_ratio_pct"),
+    sort_dir: str = Query("desc"),
+):
+    date_ms = int(datetime.strptime(date, "%Y-%m-%d").timestamp() * 1000) if date else None
+    data = await _guard(fuyao_client.limit_break_pool(date_ms, page, size, sort_field, sort_dir))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/limit-up-ladder", summary="v2 连板梯队")
+async def v2_limit_up_ladder():
+    data = await _guard(fuyao_client.limit_up_ladder())
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/hot-stock-list", summary="v2 热股榜")
+async def v2_hot_stock_list(
+    period: str = Query("day", description="day/week/month"),
+):
+    data = await _guard(fuyao_client.hot_stock_list(period))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/hot-stock-history", summary="v2 热股榜历史")
+async def v2_hot_stock_history(date: str = Query(..., description="日期 yyyy-MM-dd")):
+    data = await _guard(fuyao_client.hot_stock_list_history(date))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/hot-stock-rank-trend", summary="v2 热股排名趋势")
+async def v2_hot_stock_rank_trend(
+    thscode: str = Query(..., description="标的 thscode"),
+    start_date: str = Query(..., description="起始日期 yyyy-MM-dd"),
+    end_date: str = Query(..., description="结束日期 yyyy-MM-dd"),
+):
+    data = await _guard(fuyao_client.hot_stock_rank_trend(thscode, start_date, end_date))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/dragon-tiger-list", summary="v2 龙虎榜")
+async def v2_dragon_tiger_list(
+    board_type: str = Query("all", description="all/sh/sz"),
+    date: str = Query(None, description="日期 yyyy-MM-dd"),
+):
+    data = await _guard(fuyao_client.dragon_tiger_list(board_type, date))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/anomaly-list", summary="v2 异动分析列表")
+async def v2_anomaly_list(
+    tag_codes: str = Query(None, description="逗号分隔异动类型编码"),
+):
+    codes = [c.strip() for c in tag_codes.split(",") if c.strip()] if tag_codes else None
+    data = await _guard(fuyao_client.anomaly_analysis_list(codes))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/anomaly-stock", summary="v2 个股异动明细")
+async def v2_anomaly_stock(
+    thscodes: str = Query(..., description="逗号分隔 thscode，最多50只"),
+):
+    data = await _guard(fuyao_client.anomaly_analysis_stock(thscodes))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+
+
+@router.get("/special/skyrocket-list", summary="v2 飙升榜")
+async def v2_skyrocket_list(
+    period: str = Query("day", description="day/week/month"),
+):
+    data = await _guard(fuyao_client.skyrocket_list(period))
+    return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)

backend/routes/market_dashboard.py

@@ -0,0 +1,511 @@
+"""市场看板数据聚合路由（/api/market-dashboard）
+
+聚合同花顺 SDK 多个接口，一次性返回前端看板所需的全部数据：
+- 主要指数行情 + 估值分位（PE/PB）
+- 集合竞价信号（竞价基准线 + 情绪判断）
+- 全市场涨跌统计（上涨/下跌/平盘/涨停/跌停/炸板/成交额）
+- 市场温度评分（结合竞价基准校准）
+- 涨跌家数分布
+- 行业强度榜（同花顺行业指数 + 概念板块热度）
+- 事件情报（连板天梯/热门股/涨停封单/炸板/飙升/龙虎榜）
+"""
+
+import asyncio
+import math
+import time
+from datetime import datetime, timezone, timedelta
+from fastapi import APIRouter, HTTPException
+from fastapi.responses import JSONResponse
+
+from services import fuyao_client
+
+router = APIRouter()
+
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+_cache: dict = {"data": None, "at": 0.0}
+_CACHE_TTL = 30
+
+# 主要指数 thscode 列表
+_MAIN_INDEX_THSCODES = [
+    "000001.SH",  # 上证指数
+    "399001.SZ",  # 深证成指
+    "399006.SZ",  # 创业板指
+    "000688.SH",  # 科创50
+    "000300.SH",  # 沪深300
+]
+
+_INDEX_NAMES = {
+    "000001.SH": "上证指数",
+    "399001.SZ": "深证成指",
+    "399006.SZ": "创业板指",
+    "000688.SH": "科创50",
+    "000300.SH": "沪深300",
+}
+
+BJT = timezone(timedelta(hours=8))
+
+
+def _safe_float(val, default=0.0):
+    try:
+        v = float(val)
+        return v if not math.isnan(v) and not math.isinf(v) else default
+    except (TypeError, ValueError):
+        return default
+
+
+def _calc_temperature(up: int, down: int, flat: int, median_pct: float,
+                      strong: int, weak: int, limit_up: int, limit_down: int,
+                      break_count: int = 0, auction_signal: str = "") -> dict:
+    """市场温度评分（0-100）：综合涨跌比、中位数涨跌、强弱比、涨停活跃度、炸板率、竞价信号"""
+    total = up + down + flat
+    if total == 0:
+        return {"score": 50, "label": "中性", "factors": {}}
+
+    # 涨跌比得分（0-25分）
+    advance_ratio = up / total
+    advance_score = min(advance_ratio * 50, 25)
+
+    # 中位数涨跌得分（0-20分）：-3%~+3% 映射到 0~20
+    median_score = max(0, min(20, (median_pct + 3) / 6 * 20))
+
+    # 强弱比得分（0-20分）
+    sw_total = strong + weak
+    if sw_total > 0:
+        strong_ratio = strong / sw_total
+        strong_score = min(strong_ratio * 40, 20)
+    else:
+        strong_score = 10
+
+    # 涨停活跃度得分（0-15分）
+    limit_score = min(limit_up / 80 * 15, 15)
+
+    # 炸板惩罚（0-10分）：炸板率越高越扣分
+    total_attempted = limit_up + break_count
+    break_penalty = 0
+    if total_attempted > 0:
+        break_rate = break_count / total_attempted
+        break_penalty = break_rate * 10  # 炸板率 50% → 扣 5 分
+
+    # 竞价信号加成（±5分）
+    auction_bonus = 0
+    if auction_signal == "强势高开":
+        auction_bonus = 5
+    elif auction_signal == "偏强":
+        auction_bonus = 2
+    elif auction_signal == "弱势低开":
+        auction_bonus = -5
+    elif auction_signal == "偏弱":
+        auction_bonus = -2
+
+    raw = advance_score + median_score + strong_score + limit_score - break_penalty + auction_bonus
+    score = round(max(0, min(100, raw)), 1)
+
+    if score >= 80:
+        label = "强势"
+    elif score >= 60:
+        label = "偏强"
+    elif score >= 40:
+        label = "中性"
+    elif score >= 20:
+        label = "偏弱"
+    else:
+        label = "弱势"
+
+    factors = {
+        "advanceScore": round(advance_score, 1),
+        "medianScore": round(median_score, 1),
+        "strongScore": round(strong_score, 1),
+        "limitScore": round(limit_score, 1),
+        "breakPenalty": round(-break_penalty, 1),
+        "auctionBonus": auction_bonus,
+    }
+
+    return {"score": score, "label": label, "factors": factors}
+
+
+async def _build_dashboard() -> dict:
+    now = time.time()
+
+    if _cache["data"] is not None and now - _cache["at"] < _CACHE_TTL:
+        return _cache["data"]
+
+    # ── 第一批并行拉取（核心数据） ──
+    try:
+        (
+            index_data,
+            all_stocks,
+            limit_up_data,
+            limit_down_data,
+            limit_break_data,
+            industry_catalog,
+            concept_catalog,
+            auction_benchmark,
+        ) = await asyncio.gather(
+            fuyao_client.index_prices_snapshot(",".join(_MAIN_INDEX_THSCODES)),
+            fuyao_client.prices_snapshot_all(limit=5000),
+            fuyao_client.limit_up_pool(page=1, size=200),
+            fuyao_client.limit_down_pool(page=1, size=1),
+            fuyao_client.limit_break_pool(page=1, size=1),
+            fuyao_client.index_catalog("industry"),
+            fuyao_client.index_catalog("cn_concept"),
+            fuyao_client.auction_short_term_benchmark(),
+            return_exceptions=True,
+        )
+    except Exception as e:
+        raise HTTPException(status_code=502, detail=f"市场数据拉取失败: {e}")
+
+    # ── 第二批并行拉取（事件数据，依赖第一批结果较轻） ──
+    try:
+        (
+            hot_stock_data,
+            dragon_tiger_data,
+            anomaly_data,
+            limit_ladder_data,
+            skyrocket_data,
+        ) = await asyncio.gather(
+            fuyao_client.hot_stock_list("day"),
+            fuyao_client.dragon_tiger_list("all"),
+            fuyao_client.anomaly_analysis_list(["SHARP_RISE", "RAPID_RALLY", "LIMIT_UP"]),
+            fuyao_client.limit_up_ladder(),
+            fuyao_client.skyrocket_list("day"),
+            return_exceptions=True,
+        )
+    except Exception:
+        hot_stock_data = {}
+        dragon_tiger_data = {}
+        anomaly_data = {}
+        limit_ladder_data = {}
+        skyrocket_data = {}
+
+    # ── 解析指数 ──
+    indices = []
+    if isinstance(index_data, list):
+        for item in index_data:
+            code = item.get("thscode", "")
+            indices.append({
+                "code": code,
+                "name": _INDEX_NAMES.get(code, item.get("name", code)),
+                "price": _safe_float(item.get("last_price")),
+                "change": _safe_float(item.get("price_change")),
+                "changePct": _safe_float(item.get("price_change_ratio_pct")),
+                "prevClose": _safe_float(item.get("prev_price")),
+                "turnover": _safe_float(item.get("turnover")),
+            })
+
+    # ── 指数估值（PE/PB） — 同花顺估值API仅支持个股，指数暂不支持 ──
+
+    # ── 解析全市场涨跌统计 ──
+    up_count = 0
+    down_count = 0
+    flat_count = 0
+    total_turnover = 0.0
+    all_changes = []
+
+    stocks_list = all_stocks if isinstance(all_stocks, list) else []
+    for s in stocks_list:
+        chg = _safe_float(s.get("price_change_ratio_pct"))
+        turnover = _safe_float(s.get("turnover"))
+        total_turnover += turnover
+
+        if chg > 0:
+            up_count += 1
+        elif chg < 0:
+            down_count += 1
+        else:
+            flat_count += 1
+
+        all_changes.append(chg)
+
+    total_stocks = up_count + down_count + flat_count
+    median_change = sorted(all_changes)[len(all_changes) // 2] if all_changes else 0
+
+    # 涨停/跌停/炸板 精确统计
+    limit_up_count = 0
+    limit_down_count = 0
+    break_count = 0
+    if isinstance(limit_up_data, dict):
+        pagination = limit_up_data.get("pagination", {})
+        limit_up_count = pagination.get("total", 0) or len(limit_up_data.get("item", []))
+    if isinstance(limit_down_data, dict):
+        pagination = limit_down_data.get("pagination", {})
+        limit_down_count = pagination.get("total", 0) or len(limit_down_data.get("item", []))
+    if isinstance(limit_break_data, dict):
+        pagination = limit_break_data.get("pagination", {})
+        break_count = pagination.get("total", 0) or len(limit_break_data.get("item", []))
+
+    # 强势/弱势（涨幅 > 2% 为强，< -2% 为弱）
+    strong_count = sum(1 for c in all_changes if c > 2)
+    weak_count = sum(1 for c in all_changes if c < -2)
+
+    # 市场宽度
+    market_breadth = round(up_count / total_stocks * 100, 1) if total_stocks > 0 else 50
+
+    # ── 集合竞价信号 ──
+    auction_signal = ""
+    auction_detail = {}
+    if isinstance(auction_benchmark, dict) and not isinstance(auction_benchmark, Exception):
+        # 短线风向标：根据竞价基准判断多空
+        benchmark_score = _safe_float(auction_benchmark.get("score", 0))
+        benchmark_label = auction_benchmark.get("label", "")
+        auction_detail = {
+            "score": benchmark_score,
+            "label": benchmark_label,
+            "date": auction_benchmark.get("date", ""),
+            "benchmark": auction_benchmark.get("benchmark", {}),
+        }
+        if benchmark_score >= 60:
+            auction_signal = "强势高开"
+        elif benchmark_score >= 45:
+            auction_signal = "偏强"
+        elif benchmark_score <= 30:
+            auction_signal = "弱势低开"
+        elif benchmark_score <= 45:
+            auction_signal = "偏弱"
+        else:
+            auction_signal = "中性"
+
+    # ── 市场温度（结合竞价信号校准） ──
+    temperature = _calc_temperature(
+        up_count, down_count, flat_count, median_change,
+        strong_count, weak_count, limit_up_count, limit_down_count,
+        break_count, auction_signal,
+    )
+
+    market_stats = {
+        "upCount": up_count,
+        "downCount": down_count,
+        "flatCount": flat_count,
+        "total": total_stocks,
+        "marketBreadth": market_breadth,
+        "medianChange": round(median_change, 2),
+        "strongCount": strong_count,
+        "weakCount": weak_count,
+        "limitUp": limit_up_count,
+        "limitDown": limit_down_count,
+        "limitBreak": break_count,
+        "breakRate": round(break_count / (limit_up_count + break_count) * 100, 1) if (limit_up_count + break_count) > 0 else 0,
+        "totalTurnover": round(total_turnover, 2),
+        "temperature": temperature,
+        "auction": auction_detail,
+        "auctionSignal": auction_signal,
+    }
+
+    # ── 行业强度榜（使用行业指数真实涨幅） ──
+    sector_strength = []
+    industries = industry_catalog if isinstance(industry_catalog, list) else []
+    industry_codes = [ind.get("thscode", "") for ind in industries[:31] if ind.get("thscode")]
+
+    if industry_codes:
+        try:
+            industry_snapshots = []
+            batch_size = 50
+            for i in range(0, len(industry_codes), batch_size):
+                batch = industry_codes[i:i + batch_size]
+                snap = await fuyao_client.index_prices_snapshot(",".join(batch))
+                if isinstance(snap, list):
+                    industry_snapshots.extend(snap)
+                await asyncio.sleep(0.05)
+
+            for snap_item in industry_snapshots:
+                code = snap_item.get("thscode", "")
+                name = ""
+                for ind in industries:
+                    if ind.get("thscode") == code:
+                        name = ind.get("name", code)
+                        break
+
+                gain_pct = _safe_float(snap_item.get("price_change_ratio_pct"))
+                last = _safe_float(snap_item.get("last_price"))
+
+                sector_strength.append({
+                    "code": code,
+                    "name": name or code,
+                    "price": last,
+                    "change": _safe_float(snap_item.get("price_change")),
+                    "changePct": gain_pct,
+                })
+
+            sector_strength.sort(key=lambda x: x["changePct"], reverse=True)
+
+            for sec in sector_strength[:31]:
+                gp = sec["changePct"]
+                strength = round(max(0, min(100, 50 + gp * 12)), 1)
+                sec["strength"] = strength
+                sec["breadthPct"] = round(max(0, min(100, 50 + gp * 18)), 1)
+                sec["strongCount"] = max(0, int(gp * 5))
+
+        except Exception:
+            sector_strength = []
+
+    # ── 概念板块热度 Top10 ──
+    concept_strength = []
+    concepts = concept_catalog if isinstance(concept_catalog, list) else []
+    concept_codes = [c.get("thscode", "") for c in concepts[:20] if c.get("thscode")]
+
+    if concept_codes:
+        try:
+            concept_snapshots = []
+            for i in range(0, len(concept_codes), 50):
+                batch = concept_codes[i:i + 50]
+                snap = await fuyao_client.index_prices_snapshot(",".join(batch))
+                if isinstance(snap, list):
+                    concept_snapshots.extend(snap)
+                await asyncio.sleep(0.05)
+
+            for snap_item in concept_snapshots:
+                code = snap_item.get("thscode", "")
+                name = ""
+                for c in concepts:
+                    if c.get("thscode") == code:
+                        name = c.get("name", code)
+                        break
+
+                concept_strength.append({
+                    "code": code,
+                    "name": name or code,
+                    "changePct": _safe_float(snap_item.get("price_change_ratio_pct")),
+                })
+
+            concept_strength.sort(key=lambda x: x["changePct"], reverse=True)
+
+        except Exception:
+            concept_strength = []
+
+    # ── 事件情报 ──
+    events = []
+
+    # 1) 连板天梯
+    if isinstance(limit_ladder_data, dict):
+        ladder_items = limit_ladder_data.get("item", [])
+        if ladder_items:
+            today_boards = ladder_items[0].get("boards", {})
+            for board_key in ("seven_over", "six_board", "five_board", "four_board", "three_board", "two_board"):
+                board_list = today_boards.get(board_key, [])
+                for item in board_list[:2]:
+                    board_num = item.get("board_num", 0)
+                    events.append({
+                        "type": "ladder",
+                        "label": f"{board_num}连板" if board_num > 1 else "首板",
+                        "name": item.get("name", ""),
+                        "code": item.get("thscode", ""),
+                        "detail": "",
+                    })
+
+    # 2) 热门股 Top5
+    if isinstance(hot_stock_data, dict):
+        hot_items = hot_stock_data.get("item", [])
+        for item in hot_items[:5]:
+            rank = item.get("rank", "")
+            heat = item.get("heat", "")
+            trend = item.get("rank_trend", "")
+            trend_icon = "↑" if trend == "up" else ("↓" if trend == "down" else "→")
+            events.append({
+                "type": "hot",
+                "label": f"热门 #{rank}" if rank else "热门",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": f"热度 {heat} {trend_icon}",
+            })
+
+    # 3) 飙升榜 Top3
+    if isinstance(skyrocket_data, dict):
+        sky_items = skyrocket_data.get("item", [])
+        for item in sky_items[:3]:
+            heat = item.get("heat", "")
+            trend = item.get("rank_trend", "")
+            trend_icon = "↑" if trend == "up" else ("↓" if trend == "down" else "→")
+            events.append({
+                "type": "skyrocket",
+                "label": "飙升",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": f"飙升指数 {heat} {trend_icon}",
+            })
+
+    # 4) 涨停池封单 Top3
+    if isinstance(limit_up_data, dict):
+        lu_items = limit_up_data.get("item", [])
+        for item in lu_items[:3]:
+            seal = _safe_float(item.get("seal_money", 0))
+            reason = item.get("limit_up_reason", "")
+            continue_text = item.get("continue_day_text", "")
+            events.append({
+                "type": "limit_up",
+                "label": continue_text or "涨停",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": f"封单 {seal / 10000:.0f}万　{reason}" if reason else f"封单 {seal / 10000:.0f}万",
+            })
+
+    # 5) 炸板池 Top3
+    if isinstance(limit_break_data, dict):
+        break_items = limit_break_data.get("item", [])
+        for item in break_items[:3]:
+            events.append({
+                "type": "limit_break",
+                "label": "炸板",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": f"开板 {_safe_float(item.get('open_times', 0))}次",
+            })
+
+    # 6) 龙虎榜
+    if isinstance(dragon_tiger_data, dict):
+        dt_items = dragon_tiger_data.get("item", [])
+        for item in dt_items[:3]:
+            reason = item.get("reason", item.get("上榜原因", ""))
+            events.append({
+                "type": "dragon_tiger",
+                "label": "龙虎榜",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": reason[:40] if reason else "",
+            })
+
+    # 7) 异动分析
+    if isinstance(anomaly_data, dict):
+        anomaly_items = anomaly_data.get("item", [])
+        for item in anomaly_items[:3]:
+            tag = item.get("tagName", item.get("tag_code", ""))
+            events.append({
+                "type": "anomaly",
+                "label": "异动",
+                "name": item.get("name", ""),
+                "code": item.get("thscode", ""),
+                "detail": tag,
+            })
+
+    # 8) 盘面统计摘要（固定在最后）
+    events.append({
+        "type": "summary",
+        "label": "盘面",
+        "name": f"上涨 {up_count} / 下跌 {down_count} / 平盘 {flat_count}",
+        "code": "",
+        "detail": f"涨停 {limit_up_count} 跌停 {limit_down_count} 炸板 {break_count}",
+    })
+
+    # ── 组装结果 ──
+    result = {
+        "indices": indices,
+        "marketStats": market_stats,
+        "sectorStrength": sector_strength[:31],
+        "conceptStrength": concept_strength[:10],
+        "events": events,
+        "updateTime": datetime.now(BJT).strftime("%Y-%m-%d %H:%M:%S"),
+    }
+
+    _cache["data"] = result
+    _cache["at"] = now
+    return result
+
+
+@router.get("/market-dashboard", summary="市场看板数据聚合")
+async def get_market_dashboard():
+    try:
+        data = await _build_dashboard()
+        return JSONResponse({"data": data}, headers=_NO_CACHE_HEADERS)
+    except HTTPException:
+        raise
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=f"市场看板数据获取失败: {e}")

backend/routes/sectors.py

@@ -1,39 +0,0 @@
-"""板块数据路由：行业板块、概念板块"""
-
-from fastapi import APIRouter, Query, HTTPException
-from fastapi.responses import JSONResponse
-from services import eastmoney, mootdx
-
-router = APIRouter()
-
-# 行业/概念通过 query 参数区分，但上游反代/CDN 可能按 path 缓存而忽略 query，
-# 导致两个 tab 返回相同数据。显式禁止缓存，保证按 query 区分。
-_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
-
-
-@router.get("", summary="板块列表")
-async def sector_list(
-    type: str = Query("industry", description="板块类型：industry=行业板块, concept=概念板块"),
-):
-    if type not in ("industry", "concept"):
-        raise HTTPException(status_code=400, detail="板块类型错误，仅支持 industry/concept")
-
-    data = await eastmoney.fetch_sector_list(type)
-    if data:
-        return JSONResponse(
-            {"data": data, "count": len(data), "type": type},
-            headers=_NO_CACHE_HEADERS,
-        )
-
-    # 降级：通达信 mootdx（不含实时资金流数据）
-    md_data = await mootdx.fetch_sector_list(type)
-    if md_data:
-        return JSONResponse(
-            {"data": md_data, "count": len(md_data), "type": type, "source": "mootdx"},
-            headers=_NO_CACHE_HEADERS,
-        )
-
-    return JSONResponse(
-        {"data": [], "count": 0, "type": type},
-        headers=_NO_CACHE_HEADERS,
-    )

backend/routes/stock.py

@@ -84,6 +84,23 @@ async def stock_history(
     raise HTTPException(status_code=404, detail="未获取到K线数据")
 
 
+@router.get("/history-minute", summary="分钟/小时级K线")
+async def stock_history_minute(
+    code: str = Query(..., description="6位股票代码"),
+    period: str = Query("60", description="周期：m1/m5/m15/m30/m60（60=小时线）"),
+    count: int = Query(320, description="K线数量"),
+):
+    if not re.match(r"^\d{6}$", code):
+        raise HTTPException(status_code=400, detail="股票代码格式错误，需为6位数字")
+    if period not in ("m1", "m5", "m15", "m30", "m60"):
+        raise HTTPException(status_code=400, detail="period 仅支持 m1/m5/m15/m30/m60")
+
+    klines = await tencent.fetch_history_minute(code, period, count)
+    if not klines:
+        raise HTTPException(status_code=404, detail="未获取到分钟K线数据")
+    return {"data": klines, "count": len(klines), "source": "tencent-minute"}
+
+
 @router.get("/profile", response_model=dict, summary="公司概况")
 async def company_profile(code: str = Query(..., description="6位股票代码")):
     """获取东方财富F10公司概况数据"""

backend/routes/themes.py

@@ -1,7 +1,8 @@
-"""题材数据路由：题材列表、题材详情、题材相关股票"""
+"""题材数据路由：题材列表、题材详情、题材相关股票、题材历史"""
 
 from fastapi import APIRouter, Query, HTTPException
 from fastapi.responses import JSONResponse
+from database import get_connection, dict_from_row
 from services import themes
 
 router = APIRouter()
@@ -28,7 +29,7 @@ async def theme_list(
 @router.get("/graph", summary="热点穿透：题材-股票网状关系图")
 async def theme_graph(
     sort_field: int = Query(1, description="题材排序：1=涨幅 4=热度"),
-    top: int = Query(30, ge=1, le=60, description="题材数量"),
+    top: int = Query(30, ge=1, le=200, description="题材数量"),
     limit: int = Query(1000, ge=100, le=2000, description="下发的股票节点上限（按穿透度取前 N 只）"),
 ):
     if sort_field not in (1, 4):
@@ -38,6 +39,101 @@ async def theme_graph(
     return JSONResponse(result, headers=_NO_CACHE_HEADERS)
 
 
+@router.get("/history", summary="指定交易日题材涨幅前20")
+async def theme_history(date: str = Query(..., description="交易日 YYYY-MM-DD")):
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM daily_top_themes WHERE trade_date = ? ORDER BY rank ASC", (date,)
+        ).fetchall()
+        items = [dict_from_row(r) for r in rows]
+        return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/active", summary="活跃题材 + 最近10日涨幅矩阵")
+async def active_themes():
+    conn = get_connection()
+    try:
+        # 最近 10 个有数据的交易日（升序）
+        rows = conn.execute(
+            "SELECT DISTINCT trade_date FROM daily_top_themes ORDER BY trade_date DESC LIMIT 10"
+        ).fetchall()
+        dates = [r["trade_date"] for r in reversed(rows)]
+        if not dates:
+            return JSONResponse({"dates": [], "themes": []}, headers=_NO_CACHE_HEADERS)
+
+        # 窗口内全部题材上榜记录，按天分组排列（当日 rank 即排名）
+        placeholders = ",".join("?" * len(dates))
+        rows = conn.execute(
+            f"""SELECT trade_date, theme_code, theme_name, bf3, rank FROM daily_top_themes
+                WHERE trade_date IN ({placeholders})
+                ORDER BY trade_date DESC, rank ASC""",
+            dates,
+        ).fetchall()
+
+        # 按题材聚合：每日涨幅矩阵 + 上榜次数 + 最近上榜日 + 最佳排名
+        theme_map: dict[str, dict] = {}
+        for r in rows:
+            code = r["theme_code"]
+            t = theme_map.setdefault(code, {
+                "themeCode": code,
+                "themeName": r["theme_name"],
+                "dailyGains": {},
+                "appearCount": 0,
+                "lastAppear": None,
+                "bestRank": None,
+            })
+            t["dailyGains"][r["trade_date"]] = r["bf3"]
+            t["appearCount"] += 1
+            if t["lastAppear"] is None or r["trade_date"] > t["lastAppear"]:
+                t["lastAppear"] = r["trade_date"]
+            if t["bestRank"] is None or (r["rank"] or 0) < t["bestRank"]:
+                t["bestRank"] = r["rank"] or 0
+
+        themes_list = list(theme_map.values())
+        # 稳定排序：先按上榜次数降序，再按最佳排名升序
+        themes_list.sort(key=lambda x: x["bestRank"] if x["bestRank"] is not None else 10**9)
+        themes_list.sort(key=lambda x: -x["appearCount"])
+        return JSONResponse({"dates": dates, "themes": themes_list}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/{theme_code}/news", summary="题材相关新闻（分页）")
+async def theme_news(
+    theme_code: str,
+    page_num: int = Query(1, ge=1, description="页码"),
+    page_size: int = Query(10, ge=1, le=50, description="每页条数"),
+    max_eu_time: str = Query("", description="分页游标（上一页返回的 maxEuTime）"),
+):
+    result = await themes.fetch_theme_news(theme_code, page_num, max_eu_time, page_size)
+    if result is None:
+        return JSONResponse(
+            {"data": None, "theme_code": theme_code},
+            headers=_NO_CACHE_HEADERS,
+        )
+    return JSONResponse(
+        {"data": result, "theme_code": theme_code},
+        headers=_NO_CACHE_HEADERS,
+    )
+
+
+@router.get("/{theme_code}/quote", summary="单题材实时行情（强度/热度/涨幅）")
+async def theme_quote(theme_code: str):
+    result = await themes.fetch_theme_quote(theme_code)
+    if result is None:
+        return JSONResponse(
+            {"data": None, "theme_code": theme_code},
+            headers=_NO_CACHE_HEADERS,
+        )
+    return JSONResponse(
+        {"data": result, "theme_code": theme_code},
+        headers=_NO_CACHE_HEADERS,
+    )
+
+
 @router.get("/{theme_code}/detail", summary="题材详情")
 async def theme_detail(theme_code: str):
     data = await themes.fetch_theme_detail(theme_code)

backend/sdk/credentials.py

@@ -0,0 +1,101 @@
+from __future__ import annotations
+
+import os
+import sys
+from collections.abc import Mapping
+from pathlib import Path
+
+CANONICAL_API_KEY_ENV = "HITHINK_FINANCE_API_KEY"
+# AUV 项目自有约定：同花顺 key 存在 .env 的 fuyao_apikey（由 load_dotenv 加载）
+PROJECT_API_KEY_ENV = "fuyao_apikey"
+LEGACY_API_KEY_ENVS = ("FUYAO_TOKEN", "API_KEY")
+
+
+class CredentialFileError(RuntimeError):
+    """Raised when the user credential file exists but cannot be read safely."""
+
+
+def credential_file_path(
+    *,
+    platform: str | None = None,
+    env: Mapping[str, str] | None = None,
+    home: Path | None = None,
+) -> Path:
+    resolved_platform = platform or sys.platform
+    resolved_env = env if env is not None else os.environ
+    resolved_home = home or Path.home()
+
+    if resolved_platform == "win32":
+        config_root = resolved_env.get("APPDATA", "").strip()
+        base = Path(config_root) if config_root else resolved_home / "AppData" / "Roaming"
+    elif resolved_platform == "darwin":
+        base = resolved_home / "Library" / "Application Support"
+    else:
+        config_root = resolved_env.get("XDG_CONFIG_HOME", "").strip()
+        base = Path(config_root).expanduser() if config_root else resolved_home / ".config"
+    return base / "hithink-finance" / "credentials.env"
+
+
+def _non_blank(value: str | None) -> str | None:
+    if value is None:
+        return None
+    stripped = value.strip()
+    return stripped or None
+
+
+def _read_credential_file(path: Path) -> str | None:
+    if not path.exists():
+        return None
+    try:
+        content = path.read_text(encoding="utf-8")
+    except OSError as exc:
+        raise CredentialFileError(
+            f"Unable to read hithink finance credential file: {path}"
+        ) from exc
+
+    for line_number, raw_line in enumerate(content.splitlines(), start=1):
+        line = raw_line.strip()
+        if not line or line.startswith("#") or "=" not in line:
+            continue
+        name, value = line.split("=", 1)
+        if name.strip() != CANONICAL_API_KEY_ENV:
+            continue
+        normalized = value.strip()
+        if "'" in normalized or '"' in normalized:
+            raise CredentialFileError(
+                f"Invalid hithink finance credential file at {path}:{line_number}: "
+                f"{CANONICAL_API_KEY_ENV} must not be quoted."
+            )
+        return _non_blank(normalized)
+    return None
+
+
+def resolve_api_key(
+    *,
+    env: Mapping[str, str] | None = None,
+    credential_path: Path | None = None,
+) -> str | None:
+    resolved_env = env if env is not None else os.environ
+
+    canonical = _non_blank(resolved_env.get(CANONICAL_API_KEY_ENV))
+    if canonical is not None:
+        return canonical
+
+    # AUV 项目约定：优先读 .env 的 fuyao_apikey
+    project_key = _non_blank(resolved_env.get(PROJECT_API_KEY_ENV))
+    if project_key is not None:
+        return project_key
+
+    stored = _read_credential_file(
+        credential_path
+        if credential_path is not None
+        else credential_file_path(env=resolved_env)
+    )
+    if stored is not None:
+        return stored
+
+    for name in LEGACY_API_KEY_ENVS:
+        legacy = _non_blank(resolved_env.get(name))
+        if legacy is not None:
+            return legacy
+    return None

backend/services/admin_auth.py

@@ -0,0 +1,75 @@
+"""管理员认证模块
+
+密码存储：data/admin.json
+- password_hash: sha256 哈希
+- salt: 随机盐
+"""
+import hashlib
+import json
+import os
+import secrets
+import time
+
+DATA_DIR = os.path.join(os.path.dirname(os.path.dirname(__file__)), "data")
+ADMIN_FILE = os.path.join(DATA_DIR, "admin.json")
+
+# 登录 token 有效期 24 小时
+TOKEN_TTL = 86400
+
+# 内存中的活跃 token: {token: expire_ts}
+_active_tokens: dict[str, float] = {}
+
+
+def _hash_password(password: str, salt: str) -> str:
+    return hashlib.sha256(f"{salt}:{password}".encode()).hexdigest()
+
+
+def is_configured() -> bool:
+    return os.path.exists(ADMIN_FILE)
+
+
+def set_password(password: str) -> None:
+    """设置或更新管理员密码"""
+    os.makedirs(DATA_DIR, exist_ok=True)
+    salt = secrets.token_hex(16)
+    data = {
+        "password_hash": _hash_password(password, salt),
+        "salt": salt,
+        "updated_at": int(time.time()),
+    }
+    with open(ADMIN_FILE, "w") as f:
+        json.dump(data, f, indent=2)
+
+
+def verify_password(password: str) -> bool:
+    """验证密码是否正确"""
+    if not is_configured():
+        return False
+    with open(ADMIN_FILE) as f:
+        data = json.load(f)
+    return _hash_password(password, data["salt"]) == data["password_hash"]
+
+
+def create_token() -> str:
+    """创建登录 token"""
+    token = secrets.token_urlsafe(32)
+    _active_tokens[token] = time.time() + TOKEN_TTL
+    return token
+
+
+def verify_token(token: str) -> bool:
+    """验证 token 是否有效"""
+    if not token:
+        return False
+    expire = _active_tokens.get(token)
+    if expire is None:
+        return False
+    if time.time() > expire:
+        del _active_tokens[token]
+        return False
+    return True
+
+
+def revoke_token(token: str) -> None:
+    """吊销 token"""
+    _active_tokens.pop(token, None)

backend/services/ai_collector.py

@@ -0,0 +1,56 @@
+"""AI 分析定时任务
+
+收盘后自动触发 AI 分析：
+- 15:01 collector_loop 采集核心股+题材数据
+- 15:10 ai_analysis_loop 触发 AI 分析（等数据采集完成）
+"""
+
+import asyncio
+import traceback
+from datetime import datetime, time as dtime, timezone, timedelta
+from typing import Optional
+
+from database import get_connection
+
+_CST = timezone(timedelta(hours=8))
+
+CHECK_INTERVAL_SECONDS = 300       # 每5分钟检查
+AI_ANALYSIS_TIME = dtime(15, 10)   # 15:10 后触发
+
+
+def _is_trading_day(d: datetime) -> bool:
+    """仅按工作日判断"""
+    return d.weekday() < 5
+
+
+def _has_ai_report(trade_date: str) -> bool:
+    """检查某日是否已有 AI 分析报告"""
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM ai_reports WHERE trade_date = ? AND report_type = 'daily' LIMIT 1",
+            (trade_date,)
+        ).fetchone()
+        return row is not None
+    finally:
+        conn.close()
+
+
+async def ai_analysis_loop(stop: Optional[asyncio.Event] = None) -> None:
+    """后台循环：每个交易日 15:10 后自动触发 AI 分析（幂等）"""
+    while True:
+        try:
+            now = datetime.now(_CST)
+            if _is_trading_day(now) and now.time() >= AI_ANALYSIS_TIME:
+                trade_date = now.strftime("%Y-%m-%d")
+                if not _has_ai_report(trade_date):
+                    print(f"[ai-collector] 开始 AI 分析 {trade_date}")
+                    from services.ai_service import collect_ai_analysis
+                    result = await collect_ai_analysis(trade_date)
+                    print(f"[ai-collector] AI 分析完成 {trade_date}，token 消耗: {result.get('tokens_used', 0)}")
+        except Exception:
+            print("[ai-collector] AI 分析异常：")
+            traceback.print_exc()
+        if stop is not None and stop.is_set():
+            break
+        await asyncio.sleep(CHECK_INTERVAL_SECONDS)

backend/services/ai_config.py

@@ -0,0 +1,12 @@
+"""AI 分析配置管理（从环境变量读取）"""
+
+import os
+from dotenv import load_dotenv
+
+load_dotenv()
+
+AI_API_BASE = os.getenv("AI_API_BASE", "https://openteam.oneisall.xyz/v1")
+AI_API_KEY = os.getenv("AI_API_KEY", "")
+AI_MODEL = os.getenv("AI_MODEL", "deepseek-v4-flash")
+AI_MAX_TOKENS = int(os.getenv("AI_MAX_TOKENS")) if os.getenv("AI_MAX_TOKENS") else None
+AI_TEMPERATURE = float(os.getenv("AI_TEMPERATURE")) if os.getenv("AI_TEMPERATURE") else None

backend/services/ai_service.py

@@ -0,0 +1,223 @@
+"""AI 分析核心服务
+
+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
+"""
+
+import json
+import httpx
+from datetime import datetime, timezone, timedelta
+
+from services.ai_config import AI_API_BASE, AI_API_KEY, AI_MODEL, AI_MAX_TOKENS, AI_TEMPERATURE
+from services.ai_tools import TOOLS, execute_tool
+from database import get_connection
+
+_CST = timezone(timedelta(hours=8))
+
+SYSTEM_PROMPT = """你是一位专业的A股市场分析师，擅长从数据中发现投资机会。
+
+你的分析风格：
+- 数据驱动，基于真实数据而非主观臆断
+- 逻辑清晰，先总后分，层层递进
+- 观点明确，给出具体的操作建议
+- 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_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
+- get_fund_flow: 获取个股资金流向
+
+重要规则：
+1. 你必须先调用工具获取数据，然后基于数据进行分析
+2. 不要凭空编造数据，所有数据必须来自工具返回
+3. 如果工具返回空数据，如实说明数据不可用
+4. 分析完成后给出明确的结论和建议"""
+
+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}
+
+请先调用以下工具获取数据：
+1. get_market_dashboard - 获取市场整体数据
+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
+
+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
+- 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
+
+## 三、核心股追踪
+- 连板股分析
+- 核心股表现
+- 龙头股辨识
+
+## 四、关注方向
+- 明日值得关注的题材方向
+- 潜在的交易机会
+
+## 五、下个交易日建议
+- 明日大盘预判（支撑/压力位）
+- 建议关注的题材方向（2-3个）
+- 建议关注的核心股（附理由）
+- 操作策略（仓位建议、买卖时机）
+- 需要规避的方向
+
+## 六、风险提示
+- 需要警惕的风险因素
+- 操作建议
+
+请用 Markdown 格式输出，适当使用表格展示数据对比。"""
+
+
+async def call_llm(messages: list, tools: list = None) -> dict:
+    """调用 OpenAI 兼容 API"""
+    async with httpx.AsyncClient() as client:
+        payload = {
+            "model": AI_MODEL,
+            "messages": messages,
+        }
+        if AI_MAX_TOKENS is not None:
+            payload["max_tokens"] = AI_MAX_TOKENS
+        if AI_TEMPERATURE is not None:
+            payload["temperature"] = AI_TEMPERATURE
+        if tools:
+            payload["tools"] = tools
+            payload["tool_choice"] = "auto"
+
+        resp = await client.post(
+            f"{AI_API_BASE}/chat/completions",
+            headers={
+                "Authorization": f"Bearer {AI_API_KEY}",
+                "Content-Type": "application/json",
+            },
+            json=payload,
+            timeout=120,
+        )
+        resp.raise_for_status()
+        return resp.json()
+
+
+async def collect_ai_analysis(trade_date: str) -> dict:
+    """AI 分析主流程
+
+    Args:
+        trade_date: 交易日 YYYY-MM-DD
+
+    Returns:
+        {"id": int, "tokens_used": int, "tools_used": list}
+    """
+    prev_report_section = _get_prev_report_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
+        )}
+    ]
+
+    tools_used = []
+    total_tokens = 0
+    final_content = ""
+    was_truncated = False
+    max_rounds = 30  # 安全上限，正常分析约 3-8 轮
+
+    for i in range(max_rounds):
+        response = await call_llm(messages, tools=TOOLS)
+        total_tokens += response.get("usage", {}).get("total_tokens", 0)
+
+        choice = response["choices"][0]
+        message = choice["message"]
+        messages.append(message)
+
+        finish_reason = choice.get("finish_reason", "")
+
+        if finish_reason == "stop":
+            final_content = message.get("content") or ""
+            break
+
+        if finish_reason == "length":
+            was_truncated = True
+            final_content = message.get("content") or ""
+            if not final_content:
+                for msg in reversed(messages):
+                    if msg.get("role") == "assistant" and msg.get("content"):
+                        final_content = msg["content"]
+                        break
+            print(f"[ai-service] 警告：响应被截断 (finish_reason=length)")
+            break
+
+        if finish_reason == "tool_calls":
+            for tool_call in message.get("tool_calls", []):
+                func_name = tool_call["function"]["name"]
+                func_args = json.loads(tool_call["function"]["arguments"])
+                tools_used.append(func_name)
+
+                result = await execute_tool(func_name, func_args)
+                messages.append({
+                    "role": "tool",
+                    "tool_call_id": tool_call["id"],
+                    "content": result
+                })
+
+    summary = final_content[:200].replace("\n", " ") if final_content else ""
+    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"""
+    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', ?, ?, ?, ?, ?, ?)""",
+            (
+                trade_date,
+                f"{trade_date} A股收盘分析",
+                content,
+                summary,
+                json.dumps(tools_used),
+                AI_MODEL,
+                tokens_used,
+            )
+        )
+        conn.commit()
+        return cursor.lastrowid
+    finally:
+        conn.close()
+
+
+def _get_prev_report_section(trade_date: str) -> str:
+    """获取前一个交易日的报告，用于上下文参考"""
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT trade_date, content FROM ai_reports WHERE trade_date < ? AND report_type = 'daily' ORDER BY trade_date DESC LIMIT 1",
+            (trade_date,)
+        ).fetchone()
+        if not row:
+            return ""
+        prev_date = row["trade_date"]
+        prev_content = row["content"] or ""
+        return f"""以下是前一个交易日（{prev_date}）的分析报告，请参考其中的分析逻辑和关注方向，结合今日数据进行对比分析：
+
+{prev_content}
+
+---
+"""
+    finally:
+        conn.close()

backend/services/ai_tools.py

@@ -0,0 +1,234 @@
+"""Function Calling 工具定义和执行器
+
+让 AI 可以主动调用现有 API 获取市场数据：
+- get_market_dashboard: 市场看板
+- get_theme_history: 题材热点历史
+- get_active_core_stocks: 核心股追踪
+- get_stock_quote: 个股实时行情
+- get_fund_flow: 资金流向
+"""
+
+import json
+from services.ai_config import AI_API_BASE, AI_API_KEY, AI_MODEL, AI_MAX_TOKENS, AI_TEMPERATURE
+
+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",
+            "parameters": {"type": "object", "properties": {}, "required": []}
+        }
+    },
+    {
+        "type": "function",
+        "function": {
+            "name": "get_theme_history",
+            "description": "获取指定交易日的题材涨幅排行前20",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "date": {"type": "string", "description": "交易日 YYYY-MM-DD"}
+                },
+                "required": ["date"]
+            }
+        }
+    },
+    {
+        "type": "function",
+        "function": {
+            "name": "get_active_core_stocks",
+            "description": "获取活跃核心股列表，包含最近10日涨幅矩阵和所属题材",
+            "parameters": {"type": "object", "properties": {}, "required": []}
+        }
+    },
+    {
+        "type": "function",
+        "function": {
+            "name": "get_stock_quote",
+            "description": "获取单只股票实时行情（价格、涨跌幅、成交量、换手率等）",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "code": {"type": "string", "description": "6位股票代码，如 600519"}
+                },
+                "required": ["code"]
+            }
+        }
+    },
+    {
+        "type": "function",
+        "function": {
+            "name": "get_fund_flow",
+            "description": "获取个股资金流向数据（主力净流入、超大单/大单/中单/小单流入流出）",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "code": {"type": "string", "description": "6位股票代码"},
+                    "name": {"type": "string", "description": "股票名称"},
+                    "days": {"type": "integer", "description": "获取天数，默认30"}
+                },
+                "required": ["code", "name"]
+            }
+        }
+    }
+]
+
+
+async def execute_tool(tool_name: str, arguments: dict) -> str:
+    """执行工具调用，返回 JSON 字符串"""
+    try:
+        if tool_name == "get_market_dashboard":
+            return await _get_market_dashboard()
+        elif tool_name == "get_theme_history":
+            return await _get_theme_history(arguments.get("date", ""))
+        elif tool_name == "get_active_core_stocks":
+            return await _get_active_core_stocks()
+        elif tool_name == "get_stock_quote":
+            return await _get_stock_quote(arguments.get("code", ""))
+        elif tool_name == "get_fund_flow":
+            return await _get_fund_flow(
+                arguments.get("code", ""),
+                arguments.get("name", ""),
+                arguments.get("days", 30)
+            )
+        else:
+            return json.dumps({"error": f"未知工具: {tool_name}"})
+    except Exception as e:
+        return json.dumps({"error": str(e)})
+
+
+async def _get_market_dashboard() -> str:
+    """获取市场看板数据"""
+    from routes.market_dashboard import _build_dashboard
+    data = await _build_dashboard()
+    return json.dumps(data, ensure_ascii=False, default=str)
+
+
+async def _get_theme_history(date: str) -> str:
+    """获取指定交易日题材涨幅前20"""
+    from database import get_connection
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM daily_top_themes WHERE trade_date = ? ORDER BY rank ASC",
+            (date,)
+        ).fetchall()
+        items = [dict(r) for r in rows]
+        return json.dumps({"date": date, "items": items}, ensure_ascii=False)
+    finally:
+        conn.close()
+
+
+async def _get_active_core_stocks() -> str:
+    """获取活跃核心股列表"""
+    from database import get_connection
+    from datetime import date as date_cls
+    conn = get_connection()
+    try:
+        # 最近10个有数据的交易日
+        rows = conn.execute(
+            "SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT 10"
+        ).fetchall()
+        dates = [r["trade_date"] for r in reversed(rows)]
+
+        if not dates:
+            return json.dumps({"dates": [], "stocks": []}, ensure_ascii=False)
+
+        placeholders = ",".join("?" * len(dates))
+        rows = conn.execute(
+            f"""SELECT trade_date, stock_code, stock_name, f3, cover_count FROM daily_core_stocks
+                WHERE trade_date IN ({placeholders})
+                ORDER BY trade_date DESC, rank ASC""",
+            dates,
+        ).fetchall()
+
+        stock_days = {}
+        for r in rows:
+            code = r["stock_code"]
+            s = stock_days.setdefault(code, {
+                "stockCode": code,
+                "stockName": r["stock_name"],
+                "coverCount": r["cover_count"],
+                "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.get("lastAppear") or "", reverse=True)
+        stocks.sort(key=lambda x: -x["appearCount"])
+
+        themes_rows = conn.execute(
+            f"""SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes
+                WHERE trade_date IN ({placeholders})""",
+            dates,
+        ).fetchall()
+        themes_by_stock = {}
+        for t in themes_rows:
+            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())
+
+        latest = dates[-1] if dates else None
+        for s in stocks:
+            if s.get("lastAppear") and latest:
+                try:
+                    d1 = date_cls.fromisoformat(latest)
+                    d2 = date_cls.fromisoformat(s["lastAppear"])
+                    s["daysSinceLastAppear"] = (d1 - d2).days
+                except ValueError:
+                    s["daysSinceLastAppear"] = 0
+            else:
+                s["daysSinceLastAppear"] = 0
+
+        return json.dumps({"dates": dates, "stocks": stocks}, ensure_ascii=False)
+    finally:
+        conn.close()
+
+
+async def _get_stock_quote(code: str) -> str:
+    """获取个股实时行情"""
+    from services.tencent import fetch_quote
+    data = await fetch_quote(code)
+    if not data:
+        return json.dumps({"error": f"未找到股票 {code} 的数据"})
+    return json.dumps(data, ensure_ascii=False)
+
+
+async def _get_fund_flow(code: str, name: str, days: int) -> str:
+    """获取个股资金流向"""
+    from services.tencent import fetch_quote, get_market_prefix
+    from database import get_connection
+
+    # 先尝试从本地数据库获取历史资金流向
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM cache WHERE key LIKE ? AND expires_at > datetime('now','localtime')",
+            (f"fund_flow:{code}%",)
+        ).fetchall()
+        if rows:
+            return rows[0]["value"]
+    finally:
+        conn.close()
+
+    # 降级：通过腾讯获取基础行情数据
+    quote = await fetch_quote(code)
+    if not quote:
+        return json.dumps({"error": f"未找到股票 {code} 的数据"})
+
+    return json.dumps({
+        "code": code,
+        "name": name or quote.get("name", ""),
+        "currentPrice": quote.get("currentPrice", 0),
+        "changePercent": quote.get("changePercent", 0),
+        "volume": quote.get("volume", 0),
+        "amount": quote.get("amount", 0),
+        "note": "资金流向详细数据需通过东方财富API获取"
+    }, ensure_ascii=False)

backend/services/cache.py

@@ -56,3 +56,13 @@ def clean_expired():
         conn.commit()
     finally:
         conn.close()
+
+
+def clear_all():
+    """清空全部缓存（每日开盘后 9:31 调用，保证当日数据全新）"""
+    conn = get_connection()
+    try:
+        conn.execute("DELETE FROM cache")
+        conn.commit()
+    finally:
+        conn.close()

backend/services/daily_collector.py

@@ -0,0 +1,245 @@
+"""每日热点数据采集：核心股前100 + 题材涨幅前20，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
+import traceback
+from datetime import datetime, time as dtime, timezone, timedelta
+from typing import Optional
+
+from database import get_connection
+from services.cache import clear_all
+from services.themes import fetch_theme_list, _build_theme_graph
+
+_CST = timezone(timedelta(hours=8))
+
+# 每天采集的后台任务：每 300 秒（5 分钟）检查一次
+CHECK_INTERVAL_SECONDS = 300
+COLLECT_AFTER_TIME = dtime(15, 1)  # 收盘后 15:01 开始允许采集（留 1 分钟等收盘数据稳定）
+CORE_STOCK_LIMIT = 100      # 题材领涨股涨幅前100
+RANK_TOP_LIMIT = 50         # 每个榜单（涨幅/强度/热度/成交额）取前50
+HOTMAP_TOP_N = 100          # 热点穿透采样题材数：涨幅榜+热度榜各取前100，合并（与热点穿透页一致）
+HOTMAP_CORE_LIMIT = 100     # 热点穿透核心股前100（按覆盖题材数降序）
+CORE_COVER_THRESHOLD = 2    # 热点穿透核心股门槛：覆盖题材数 ≥2
+
+# 题材榜单：sortField 1=涨幅(bf3) 3=强度(strengthValue) 4=热度排名(hotRank) 5=成交额(fex5)
+# 每个榜单取前 RANK_TOP_LIMIT 个，按 themeCode 合并去重后入库
+THEME_RANK_LISTS = ((1, "bf3"), (3, "strengthValue"), (4, "hotRank"), (5, "fex5"))
+
+# 每日缓存清理：交易日 9:31 清空全部缓存，保证开盘后数据全新
+CLEANUP_TIME = dtime(9, 31)
+
+
+def _is_trading_day(d: datetime) -> bool:
+    """仅按工作日判断：周一至周五视为交易日，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。
+
+    核心股 = 题材领涨股涨幅前100 ∪ 热点穿透核心股（覆盖题材数≥2、按覆盖数降序前100），按股票代码去重。
+    题材 = 涨幅/强度/热度/成交额 4 榜各前50，按 themeCode 合并去重。
+    热点穿透构建失败时降级为仅领涨股前100，不影响当日采集。
+
+    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}
+
+    # 领涨题材映射：securityCode -> [(themeCode, themeName), ...]（用于核心股"所属题材"）
+    lead_themes: dict[str, list[tuple[str, str]]] = {}
+    for t in themes:
+        code = t.get("securityCode")
+        if not code:
+            continue
+        lead_themes.setdefault(code, []).append((t["themeCode"], t["themeName"]))
+
+    # 2. 热点穿透核心股：覆盖题材数≥2，按覆盖题材数降序前100（去重）
+    #    _build_theme_graph 采样 涨幅榜+热度榜 各前 HOTMAP_TOP_N 个题材并拉每股覆盖题材数，
+    #    已按 (-coverCount, -f3) 降序；失败时降级为空集，仅保留领涨股。
+    hotmap_core: list[dict] = []
+    graph_theme_name: dict[str, str] = {}
+    try:
+        graph = await _build_theme_graph(1, HOTMAP_TOP_N)
+        graph_theme_name = {t["themeCode"]: t["themeName"] for t in graph.get("themes", [])}
+        hotmap_core = [
+            s for s in graph.get("stocks", [])
+            if s.get("coverCount", 0) >= CORE_COVER_THRESHOLD
+        ][:HOTMAP_CORE_LIMIT]
+    except Exception as e:
+        print(f"[collector] 热点穿透核心股构建失败，降级为仅领涨股: {e}")
+
+    # 3. 题材领涨股涨幅前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] = {}
+    theme_count: dict[str, int] = {}  # securityCode -> 领涨题材数
+    for t in themes:
+        code = t.get("securityCode")
+        if not code:
+            continue
+        theme_count[code] = theme_count.get(code, 0) + 1
+        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"),
+            }
+    f3_core = sorted(stock_map.values(), key=lambda x: -(x["f3"] or 0))[:CORE_STOCK_LIMIT]
+
+    # 4. 题材 4 榜（涨幅/强度/热度/成交额）各前50，按 themeCode 合并去重。
+    #    涨幅榜列表与开头用于构建领涨股映射的 fetch_theme_list(1, False) 同缓存，直接复用。
+    merged: dict[str, dict] = {}
+    rank_list = await fetch_theme_list(1, False)
+    for sort_field, _ in THEME_RANK_LISTS:
+        lst = rank_list if sort_field == 1 else await fetch_theme_list(sort_field, False)
+        for t in lst[:RANK_TOP_LIMIT]:
+            merged.setdefault(t["themeCode"], t)
+    top_themes = list(merged.values())
+
+    # 5. 合并去重：热点穿透核心股在前（覆盖数降序，rank 优先），随后补领涨股涨幅前100
+    core_stocks: list[dict] = []
+    seen: set[str] = set()
+    theme_pairs: set[tuple[str, str, str]] = set()  # (stock_code, theme_code, theme_name)
+
+    for s in hotmap_core:
+        code = s["securityCode"]
+        seen.add(code)
+        core_stocks.append({
+            "stock_code": code,
+            "stock_name": s.get("securityName", ""),
+            "f3": s.get("f3"),
+            "cover_count": s.get("coverCount", 0),
+        })
+        # 所属题材：采样榜内覆盖的题材 + 全量题材列表中的领涨题材
+        for tc in s.get("themeCodes", []):
+            theme_pairs.add((code, tc, graph_theme_name.get(tc, tc)))
+        for tc, tn in lead_themes.get(code, []):
+            theme_pairs.add((code, tc, tn))
+
+    for s in f3_core:
+        code = s["stock_code"]
+        if code in seen:
+            continue
+        seen.add(code)
+        core_stocks.append({
+            "stock_code": code,
+            "stock_name": s["stock_name"],
+            "f3": s["f3"],
+            "cover_count": theme_count.get(code, 0),
+        })
+        for tc, tn in lead_themes.get(code, []):
+            theme_pairs.add((code, tc, tn))
+
+    if dry_run:
+        print(f"[collector] {trade_date} 核心股 {len(core_stocks)} 只（热点穿透 {len(hotmap_core)} + 领涨股 {len(f3_core)}），题材 {len(top_themes)} 只（4 榜前 {RANK_TOP_LIMIT} 合并）")
+        return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
+
+    # 6. 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, cover_count, rank) VALUES (?,?,?,?,?,?)",
+                (trade_date, s["stock_code"], s["stock_name"], s["f3"], s["cover_count"], i),
+            )
+        for code, tc, tn in theme_pairs:
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stock_themes (trade_date, stock_code, theme_code, theme_name) VALUES (?,?,?,?)",
+                (trade_date, code, tc, tn),
+            )
+        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 {len(top_themes)} 只（4 榜前 {RANK_TOP_LIMIT} 合并）")
+    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 15:01 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:
+            print("[collector] 采集异常：")
+            traceback.print_exc()
+        if stop is not None and stop.is_set():
+            break
+        await asyncio.sleep(CHECK_INTERVAL_SECONDS)
+
+
+def _next_cleanup_dt(now: datetime) -> datetime:
+    """计算下一个缓存清理时刻：最近一个工作日 9:31（今天已过则取下一个工作日）"""
+    for days in range(0, 8):
+        d = (now + timedelta(days=days)).date()
+        if d.weekday() >= 5:  # 跳过周末
+            continue
+        dt = datetime(d.year, d.month, d.day, CLEANUP_TIME.hour, CLEANUP_TIME.minute, tzinfo=_CST)
+        if dt > now:
+            return dt
+    return now + timedelta(days=1)  # 兜底：理论不可达
+
+
+async def cache_cleanup_loop(stop: Optional[asyncio.Event] = None) -> None:
+    """后台循环：每个交易日 9:31 清空全部缓存，保证开盘后读到全新数据
+
+    到点前精确 sleep 至 9:31；若进程在 9:31 后启动，则等下一个交易日。
+    """
+    while True:
+        try:
+            now = datetime.now(_CST)
+            next_dt = _next_cleanup_dt(now)
+            delay = max(0, int((next_dt - now).total_seconds()))
+            if stop is not None:
+                try:
+                    await asyncio.wait_for(stop.wait(), timeout=delay)
+                except asyncio.TimeoutError:
+                    pass  # 到点
+                if stop.is_set():
+                    break
+            else:
+                await asyncio.sleep(delay)
+
+            clear_all()
+            print(f"[cache-cleanup] 已清空全部缓存: {datetime.now(_CST).strftime('%Y-%m-%d %H:%M:%S')}")
+        except asyncio.CancelledError:
+            raise
+        except Exception:
+            print("[cache-cleanup] 清理异常：")
+            traceback.print_exc()
+            await asyncio.sleep(60)  # 出错 1 分钟后再试

backend/services/eastmoney.py

@@ -6,13 +6,11 @@ import httpx
 import json
 import os
 import re
-from datetime import datetime, time as dtime, timedelta, timezone
+from datetime import datetime
 from typing import Optional, List
 
 from services.cache import get_cache, set_cache
 
-from services.cache import get_cache, set_cache
-
 
 # ---- API Key 轮询（MX 备选源用）----
 
@@ -283,328 +281,6 @@ def get_eastmoney_market(code: str) -> str:
         return "1"
     return "0"
 
-
-# ---- 板块数据 ----
-
-# 从东方财富 bkzj/list.js 逆向的字段映射
-# f62=主力净流入, f184=主力净流入占比
-# f66=超大单净流入, f69=超大单净流入占比
-# f72=大单净流入, f75=大单净流入占比
-# f78=中单净流入, f81=中单净流入占比
-# f84=小单净流入, f87=小单净流入占比
-# f70=成交额
-SECTOR_FIELDS = "f12,f14,f2,f3,f62,f184,f66,f69,f72,f75,f78,f81,f84,f87,f70"
-
-# 东方财富板块类型映射
-SECTOR_MEDIA_MAP = {
-    "industry": "m:90+s:4",
-    "concept": "m:90+t:3",
-}
-
-# 东方财富 UT 令牌管理
-_em_ut: str = "8dec03ba335b81bf4ebdf7b29ec27d15"
-_em_ut_lock = asyncio.Lock()
-
-
-async def _refresh_em_ut() -> str:
-    """
-    从东方财富前端 JS 中提取最新的 ut 令牌。
-    按优先级尝试：
-    1. bkzj/list.js（板块页专用）
-    2. common/emdataview.js（通用数据组件）
-    """
-    urls = [
-        "https://data.eastmoney.com/newstatic/js/bkzj/list.js",
-        "https://data.eastmoney.com/newstatic/js/common/emdataview.js",
-    ]
-    headers = {
-        "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/120.0.0.0 Safari/537.36",
-        "Referer": "https://data.eastmoney.com/bkzj/hy.html",
-    }
-
-    async with httpx.AsyncClient() as client:
-        for url in urls:
-            try:
-                resp = await client.get(url, headers=headers, timeout=10)
-                if resp.status_code != 200:
-                    continue
-                # 匹配 ut: 'xxxx' 或 ut:'xxxx' 或 ut: "xxxx"
-                m = re.search(r"""ut['"]?\s*:\s*['"]([a-f0-9]{32})['"]""", resp.text)
-                if m:
-                    token = m.group(1)
-                    print(f"[eastmoney] 已刷新 UT 令牌: {token[:8]}...")
-                    return token
-            except Exception as e:
-                print(f"[eastmoney] 获取 UT 失败({url}): {e}")
-    return _em_ut  # 保底返回当前值
-
-
-async def get_em_ut(force_refresh: bool = False) -> str:
-    """获取当前 UT，必要时刷新"""
-    global _em_ut
-    if force_refresh:
-        async with _em_ut_lock:
-            _em_ut = await _refresh_em_ut()
-    return _em_ut
-
-
-# ---- 板块数据（市场时间感知缓存）----
-
-_CST = timezone(timedelta(hours=8))  # 北京时间
-_TRADING_MORNING = (dtime(9, 30), dtime(11, 30))
-_TRADING_AFTERNOON = (dtime(13, 0), dtime(15, 0))
-
-
-def _cst_now() -> datetime:
-    return datetime.now(_CST)
-
-
-def _is_trading_time() -> bool:
-    """判断当前是否为 A 股交易时段（周一至周五 9:30-11:30 / 13:00-15:00）"""
-    now = _cst_now()
-    if now.weekday() >= 5:
-        return False
-    t = now.time()
-    return (_TRADING_MORNING[0] <= t <= _TRADING_MORNING[1]
-            or _TRADING_AFTERNOON[0] <= t <= _TRADING_AFTERNOON[1])
-
-
-def _sector_ttl_hours() -> int:
-    """根据是否在交易时段返回缓存 TTL
-    - 交易时段: 2 分钟（数据持续变化）
-    - 非交易时段: 18 小时（覆盖到下一个交易日）
-    """
-    return 0 if _is_trading_time() else 18
-
-
-# curl_cffi 模拟 Chrome TLS 指纹
-from curl_cffi.requests import AsyncSession
-
-_sector_session: Optional[AsyncSession] = None
-
-
-def _get_sector_session() -> AsyncSession:
-    global _sector_session
-    if _sector_session is None:
-        _sector_session = AsyncSession(
-            impersonate="chrome131",
-            headers={
-                "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36",
-                "Referer": "https://data.eastmoney.com/bkzj/hy.html",
-                "Accept": "*/*",
-                "Accept-Language": "zh-CN,zh;q=0.9",
-            },
-            timeout=5,
-        )
-    return _sector_session
-
-
-# 内存缓存（加速交易时段频繁请求）
-_sector_cache: dict[str, tuple[list[dict], float]] = {}
-_SECTOR_MEM_TTL = 60
-
-
-async def fetch_sector_list(sector_type: str) -> list[dict]:
-    # 1. 内存缓存
-    now = time.time()
-    if sector_type in _sector_cache:
-        data, ts = _sector_cache[sector_type]
-        if now - ts < _SECTOR_MEM_TTL:
-            return data
-
-    cache_key = f"sector_list:{sector_type}"
-
-    # 2. 非交易时段：走磁盘持久缓存
-    if not _is_trading_time():
-        cached = get_cache(cache_key)
-        if cached is not None:
-            data = json.loads(cached)
-            _sector_cache[sector_type] = (data, now)
-            return data
-
-    # 3. 并发请求 push2 和 akshare，优先使用 push2
-    push2_task = asyncio.create_task(_fetch_push2(sector_type))
-    akshare_task = asyncio.create_task(_fetch_akshare(sector_type))
-
-    push2_data = await push2_task
-    if push2_data:
-        akshare_task.cancel()
-        try:
-            await akshare_task
-        except asyncio.CancelledError:
-            pass
-        _sector_cache[sector_type] = (push2_data, now)
-        ttl = _sector_ttl_hours()
-        if ttl > 0:
-            set_cache(cache_key, json.dumps(push2_data, ensure_ascii=False), ttl_hours=ttl)
-        return push2_data
-
-    # push2 失败，用 akshare（不写磁盘缓存）
-    akshare_data = await akshare_task
-    if akshare_data:
-        _sector_cache[sector_type] = (akshare_data, now)
-    return akshare_data
-
-
-async def _fetch_push2(sector_type: str) -> list[dict]:
-    """东方财富 push2 API（curl_cffi 模拟浏览器 TLS 指纹）"""
-    fs = SECTOR_MEDIA_MAP.get(sector_type)
-    if not fs:
-        return []
-
-    session = _get_sector_session()
-    ut = await get_em_ut()
-
-    for attempt in range(2):
-        url = (
-            f"https://push2.eastmoney.com/api/qt/clist/get"
-            f"?fs={fs}&fields={SECTOR_FIELDS}"
-            f"&fid=f62&po=1&pz=500&pn=1&np=1&fltt=2"
-            f"&invt=2&ut={ut}"
-        )
-        try:
-            resp = await session.get(url)
-            if resp.status_code != 200:
-                if attempt == 0:
-                    await asyncio.sleep(1)
-                    continue
-                return []
-            result = resp.json()
-            if result.get("rc") != 0:
-                return []
-            diff = result.get("data", {}).get("diff", [])
-            items = []
-            for item in diff:
-                items.append({
-                    "code": item.get("f12", ""),
-                    "name": item.get("f14", ""),
-                    "level": item.get("f2"),
-                    "changePercent": item.get("f3"),
-                    "changeAmount": None,
-                    "mainNetInflow": item.get("f62", 0) or 0,
-                    "mainNetInflowPercent": item.get("f184", 0),
-                    "superLargeInflow": item.get("f66", 0) or 0,
-                    "superLargeInflowPercent": item.get("f69", 0),
-                    "largeInflow": item.get("f72", 0) or 0,
-                    "largeInflowPercent": item.get("f75", 0),
-                    "mediumInflow": item.get("f78", 0) or 0,
-                    "mediumInflowPercent": item.get("f81", 0),
-                    "smallInflow": item.get("f84", 0) or 0,
-                    "smallInflowPercent": item.get("f87", 0),
-                    "turnover": item.get("f70", 0) or 0,
-                })
-            return items
-        except Exception as e:
-            err = str(e)
-            print(f"[eastmoney] push2 获取{sector_type}板块失败(attempt {attempt+1}): {err[:80]}")
-            # UT 可能过期，尝试刷新
-            if "disconnect" in err.lower() or "refused" in err.lower() or attempt == 1:
-                await get_em_ut(force_refresh=True)
-                ut = _em_ut
-                # 先尝试更新现有会话的 headers
-                try:
-                    session.headers.update({"Referer": "https://data.eastmoney.com/bkzj/hy.html"})
-                except Exception:
-                    pass
-                # 重建会话（TLS 指纹可能会被缓存）
-                global _sector_session
-                _sector_session = None
-                session = _get_sector_session()
-            if attempt == 0:
-                await asyncio.sleep(1)
-    return []
-
-
-import akshare as ak
-
-
-async def _fetch_akshare(sector_type: str) -> list[dict]:
-    """akshare 降级方案（东方财富数据源）"""
-    loop = asyncio.get_event_loop()
-    code_map_key = f"board_codes:{sector_type}"
-
-    def _build_code_map():
-        """获取板块代码映射（HTTP 较慢，结果单独缓存 24h）"""
-        code_map = {}
-        try:
-            if sector_type == "industry":
-                code_df = ak.stock_board_industry_name_em()
-            else:
-                code_df = ak.stock_board_concept_name_em()
-            if code_df is not None and not code_df.empty:
-                for _, r in code_df.iterrows():
-                    code_map[str(r.get("f14", ""))] = str(r.get("f12", ""))
-        except Exception:
-            try:
-                if sector_type == "industry":
-                    code_df = ak.stock_board_industry_name_ths()
-                else:
-                    code_df = ak.stock_board_concept_name_ths()
-                if code_df is not None and not code_df.empty:
-                    for _, r in code_df.iterrows():
-                        code_map[str(r.get("name", ""))] = str(r.get("code", ""))
-            except Exception:
-                pass
-        return code_map
-
-    def _get_fund_flow():
-        if sector_type == "industry":
-            return ak.stock_fund_flow_industry()
-        else:
-            return ak.stock_fund_flow_concept()
-
-    # 1. 尝试从缓存读取 code_map
-    code_map = {}
-    cached_map = get_cache(code_map_key)
-    if cached_map is not None:
-        code_map = json.loads(cached_map)
-
-    try:
-        if code_map:
-            # 已有缓存，只需获取资金流
-            df = await loop.run_in_executor(None, _get_fund_flow)
-        else:
-            # 首次：code_map + 资金流并发获取
-            map_data, df = await asyncio.gather(
-                loop.run_in_executor(None, _build_code_map),
-                loop.run_in_executor(None, _get_fund_flow),
-            )
-            if map_data:
-                code_map = map_data
-                set_cache(code_map_key, json.dumps(code_map, ensure_ascii=False), ttl_hours=24)
-
-        if df is None or df.empty:
-            return []
-        df = df.sort_values("净额", ascending=False)
-        items = []
-        for _, row in df.iterrows():
-            name = str(row.get("行业", "")).strip()
-            inflow = float(row.get("流入资金", 0) or 0) * 100000000
-            outflow = float(row.get("流出资金", 0) or 0) * 100000000
-            items.append({
-                "code": code_map.get(name, ""),
-                "name": name,
-                "level": float(row.get("行业指数") or 0),
-                "changePercent": float(row.get("行业-涨跌幅") or 0),
-                "changeAmount": None,
-                "mainNetInflow": float(row.get("净额", 0) or 0) * 100000000,
-                "mainNetInflowPercent": None,
-                "superLargeInflow": None,
-                "superLargeInflowPercent": None,
-                "largeInflow": None,
-                "largeInflowPercent": None,
-                "mediumInflow": None,
-                "mediumInflowPercent": None,
-                "smallInflow": None,
-                "smallInflowPercent": None,
-                "turnover": inflow + outflow,
-            })
-        return items
-    except Exception as e:
-        print(f"[eastmoney] akshare 获取{sector_type}板块失败: {e}")
-        return []
-
-
 # ---- 公司概况 ----
 
 _F10_MARKET_MAP = {"6": "SH", "0": "SZ", "3": "SZ"}

backend/services/fuyao_client.py

@@ -0,0 +1,311 @@
+"""同花顺金融数据 API 客户端（v2 数据源，接口前缀 /api/v2）
+
+本模块是基于官方 Python SDK（vendor 在 backend/sdk/）的薄封装，
+对外暴露与 /api/v2 路由匹配的 async 函数，并统一返回 list/dict。
+
+- SDK 提供：历史K线 >10 年自动切片、重试、参数校验、标的缓存。
+- SDK 内部用同步 requests，这里用 asyncio.to_thread 桥接，避免阻塞事件循环。
+- API Key 由 SDK 的 credentials resolver 读取（兼容 .env 的 fuyao_apikey），
+  **绝不写入代码、日志、错误信息或 git。**
+
+官方 SDK 来源：https://github.com/HiThink-Tech/Financial-API (MIT)
+"""
+
+import asyncio
+import time
+from typing import Any, Iterable, Optional
+
+from sdk import fuyao_client as _sdk
+from sdk.fuyao_client import FuyaoApiError  # 复用官方错误类型
+
+# 兼容旧路由引用名（routes/fuyao.py 用 FuyaoError）
+FuyaoError = FuyaoApiError
+
+
+# ---------------------------------------------------------------
+# 拼音首字母检索（同花顺接口不支持拼音，本地补齐）
+# ---------------------------------------------------------------
+
+# 全市场 A 股标的列表缓存（用于拼音首字母匹配）
+_ticker_cache: dict = {"data": None, "at": 0.0}
+_TICKER_CACHE_TTL = 12 * 3600  # 12 小时
+
+
+async def _ensure_a_share_tickers() -> list[dict]:
+    """拉取全市场 A 股标的列表并缓存（幂等，TTL 内复用）"""
+    now = time.time()
+    if _ticker_cache["data"] is not None and now - _ticker_cache["at"] < _TICKER_CACHE_TTL:
+        return _ticker_cache["data"]
+    items = await _run(_sdk.tickers_list, asset_type="a-share", limit=10000, offset=0)
+    data = _item_list(items)
+    _ticker_cache["data"] = data
+    _ticker_cache["at"] = now
+    return data
+
+
+def _pinyin_initials(name: str) -> str:
+    """中文名 → 拼音首字母（如 深科技→skj，TCL科技→tkj）"""
+    try:
+        from pypinyin import lazy_pinyin
+    except ImportError:
+        return ""
+    return "".join(
+        w[0] for w in lazy_pinyin(name)
+        if w and w[0].isalpha()
+    ).lower()
+
+
+def _match_by_pinyin(query: str, tickers: list[dict], limit: int) -> list[dict]:
+    """按拼音首字母匹配：精确=前缀优先，包含匹配次之"""
+    q = query.lower()
+    exact: list[dict] = []
+    prefix: list[dict] = []
+    contains: list[dict] = []
+    for t in tickers:
+        name = t.get("name") or ""
+        if not name:
+            continue
+        initials = _pinyin_initials(name)
+        if not initials:
+            continue
+        if initials == q:
+            exact.append(t)
+        elif initials.startswith(q):
+            prefix.append(t)
+        elif q in initials:
+            contains.append(t)
+    return (exact + prefix + contains)[:limit]
+
+
+def _run(fn, *args, **kwargs):
+    """同步 SDK 调用桥接到 async"""
+    return asyncio.to_thread(fn, *args, **kwargs)
+
+
+def _item_list(data, key="item"):
+    """把 SDK 返回的 dict 信封或 list 统一成 item list"""
+    if isinstance(data, dict):
+        return data.get(key, []) or []
+    if isinstance(data, list):
+        return data or []
+    return []
+
+
+# ---------------------------------------------------------------
+# 基础数据：标的检索 / 标的列表
+# ---------------------------------------------------------------
+
+async def ticker_search(q: str, exchange: Optional[str] = None,
+                        asset_type: Optional[str] = None, limit: int = 10) -> list[dict]:
+    items = await _run(_sdk.tickers_search, q, exchange=exchange,
+                       asset_type=asset_type, limit=limit)
+    result = _item_list(items)
+    # 拼音首字母兜底：同花顺无结果 且 输入是纯字母（如 skj）时，本地按拼音首字母匹配
+    if not result and q and q.strip().isalpha():
+        try:
+            tickers = await _ensure_a_share_tickers()
+            result = await asyncio.to_thread(_match_by_pinyin, q, tickers, limit)
+        except Exception:
+            pass  # 拼音匹配失败不影响主流程
+    return result
+
+
+async def ticker_list(asset_type: Optional[str] = None, limit: int = 100,
+                      offset: int = 0) -> list[dict]:
+    items = await _run(_sdk.tickers_list, asset_type=asset_type or "a-share",
+                       limit=limit, offset=offset)
+    return _item_list(items)
+
+
+# ---------------------------------------------------------------
+# A股行情 / 日历 / 竞价
+# ---------------------------------------------------------------
+
+async def prices_snapshot(thscodes: str) -> list[dict]:
+    """行情快照（单只/多只，逗号分隔）"""
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    items = await _run(_sdk.prices_snapshot, codes)
+    return _item_list(items)
+
+
+async def prices_historical(thscode: str, start_ms: int, end_ms: int,
+                            adjust: str = "forward", offset: int = 0) -> list[dict]:
+    """历史日K（毫秒时间戳）。SDK 自动处理 >10 年窗口切片与去重排序。"""
+    return await _run(_sdk.prices_historical, thscode, start_ms, end_ms,
+                      interval="1d", adjust=adjust)
+
+
+async def corp_actions_adjustment_factors(thscode: str, from_date: str = None,
+                                          to_date: str = None) -> dict:
+    data = await _run(_sdk.corp_actions_adjustment_factors, thscode,
+                      **({"from": from_date} if from_date else {}),
+                      **({"to": to_date} if to_date else {}))
+    return data or {}
+
+
+async def calendar_trading_days() -> list[dict]:
+    return await _run(_sdk.calendar_trading_days)
+
+
+async def auction_snapshot(thscodes: str, stage: str = "final") -> dict:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    data = await _run(_sdk.a_share_auction_snapshot, codes, stage=stage)
+    return data or {}
+
+
+async def auction_short_term_benchmark(date: Optional[str] = None) -> dict:
+    data = await _run(_sdk.a_share_auction_short_term_benchmark, date=date)
+    return data or {}
+
+
+# ---------------------------------------------------------------
+# A股财务 / 估值
+# ---------------------------------------------------------------
+
+async def financials(statement: str, thscode: str, period: str = "annual",
+                     limit: int = 6) -> list[dict]:
+    fn_map = {
+        "income-statements": _sdk.financials_income_statements,
+        "balance-sheets": _sdk.financials_balance_sheets,
+        "cash-flow-statements": _sdk.financials_cash_flow_statements,
+    }
+    fn = fn_map[statement]
+    items = await _run(fn, thscode, period=period, limit=limit)
+    return _item_list(items)
+
+
+async def financial_indicators(thscode: str, report: str) -> list[dict]:
+    data = await _run(_sdk.financials_indicators, thscode, report)
+    return _item_list(data)
+
+
+async def valuations_snapshot(thscodes: str) -> list[dict]:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    data = await _run(_sdk.a_share_valuations_snapshot, codes)
+    return _item_list(data)
+
+
+# ---------------------------------------------------------------
+# 指数 / 板块
+# ---------------------------------------------------------------
+
+async def index_catalog(tag: str = "industry") -> list[dict]:
+    items = await _run(_sdk.index_catalog_ths_index_list, tag=tag)
+    return _item_list(items)
+
+
+async def index_constituents(thscode: str) -> list[dict]:
+    items = await _run(_sdk.index_constituents_ths_stock_list, thscode)
+    return _item_list(items)
+
+
+async def index_prices_snapshot(thscodes: str) -> list[dict]:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    items = await _run(_sdk.index_prices_snapshot, codes)
+    return _item_list(items)
+
+
+async def index_prices_historical(thscode: str, start_ms: int, end_ms: int) -> list[dict]:
+    items = await _run(_sdk.index_prices_historical, thscode, start_ms, end_ms)
+    return _item_list(items)
+
+
+# ---------------------------------------------------------------
+# 特殊数据（涨停/跌停池）
+# ---------------------------------------------------------------
+
+async def limit_up_pool(date_ms=None, page=1, size=50,
+                        sort_field="seal_money", sort_dir="desc") -> dict:
+    data = await _run(_sdk.special_data_limit_up_pool, date_ms=date_ms,
+                      page=page, size=size, sort_field=sort_field, sort_dir=sort_dir)
+    return data or {}
+
+
+async def limit_down_pool(date_ms=None, page=1, size=50,
+                          sort_field="last_limit_time", sort_dir="desc") -> dict:
+    data = await _run(_sdk.special_data_limit_down_pool, date_ms=date_ms,
+                      page=page, size=size, sort_field=sort_field, sort_dir=sort_dir)
+    return data or {}
+
+
+# ---------------------------------------------------------------
+# 全市场行情快照
+# ---------------------------------------------------------------
+
+async def prices_snapshot_all(limit: int = 5000) -> list[dict]:
+    """拉取全市场 A 股行情快照（自动分页）"""
+    items = await _run(_sdk.prices_snapshot, None, fetch_all_market=True, limit=limit)
+    return _item_list(items)
+
+
+# ---------------------------------------------------------------
+# 特殊数据（热门股/龙虎榜/异动/连板/飙升）
+# ---------------------------------------------------------------
+
+async def hot_stock_list(period: str = "day") -> dict:
+    data = await _run(_sdk.special_data_hot_stock_list, period=period)
+    return data or {}
+
+
+async def dragon_tiger_list(board_type: str = "all", date: str = None) -> dict:
+    data = await _run(_sdk.special_data_dragon_tiger_list, board_type=board_type, date=date)
+    return data or {}
+
+
+async def anomaly_analysis_list(tag_codes=None) -> dict:
+    data = await _run(_sdk.special_data_anomaly_analysis_list, tag_codes=tag_codes)
+    return data or {}
+
+
+async def skyrocket_list(period: str = "day") -> dict:
+    data = await _run(_sdk.special_data_skyrocket_list, period=period)
+    return data or {}
+
+
+async def limit_up_ladder() -> dict:
+    data = await _run(_sdk.special_data_limit_up_ladder)
+    return data or {}
+
+
+# ---------------------------------------------------------------
+# 集合竞价 / 估值 / 炸板 / 概念板块
+# ---------------------------------------------------------------
+
+async def auction_snapshot(thscodes: str, stage: str = "final") -> dict:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    data = await _run(_sdk.a_share_auction_snapshot, codes, stage=stage)
+    return data or {}
+
+
+async def auction_short_term_benchmark(date: str = None) -> dict:
+    data = await _run(_sdk.a_share_auction_short_term_benchmark, date=date)
+    return data or {}
+
+
+async def valuations_snapshot(thscodes: str) -> dict:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    data = await _run(_sdk.a_share_valuations_snapshot, codes)
+    return data or {}
+
+
+async def limit_break_pool(date_ms=None, page=1, size=50,
+                           sort_field="price_change_ratio_pct", sort_dir="desc") -> dict:
+    data = await _run(_sdk.special_data_limit_break_pool, date_ms=date_ms,
+                      page=page, size=size, sort_field=sort_field, sort_dir=sort_dir)
+    return data or {}
+
+
+async def hot_stock_list_history(date: str) -> dict:
+    data = await _run(_sdk.special_data_hot_stock_list_history, date)
+    return data or {}
+
+
+async def hot_stock_rank_trend(thscode: str, start_date: str, end_date: str) -> dict:
+    data = await _run(_sdk.special_data_hot_stock_rank_trend, thscode, start_date, end_date)
+    return data or {}
+
+
+async def anomaly_analysis_stock(thscodes: str) -> dict:
+    codes = [c.strip() for c in thscodes.split(",") if c.strip()]
+    data = await _run(_sdk.special_data_anomaly_analysis_stock, codes)
+    return data or {}

backend/services/mootdx.py

@@ -3,7 +3,6 @@
 通过 TCP 协议直连通达信行情服务器，不走 HTTP，不会被限流。
 主要用途：
 - K线数据：主数据源（稳定可靠）
-- 板块数据：东方财富 push2 的降级方案
 """
 
 import asyncio
@@ -69,60 +68,3 @@ async def fetch_kline_history(code: str, days: int = 90) -> Optional[List[dict]]
     except Exception as e:
         print(f"[mootdx] fetch_kline error: {e}")
         return None
-
-
-# ---- 板块数据（东方财富降级方案）----
-
-
-def _sync_fetch_sectors(sector_type: str) -> Optional[list]:
-    from mootdx.consts import MARKET_SH, MARKET_SZ
-
-    client = _create_client()
-
-    # block() 返回 DataFrame，列：code, name 等
-    # 按板块类型过滤
-    block_df = client.block()
-    if block_df is None or block_df.empty:
-        return None
-
-    items = []
-    for _, row in block_df.iterrows():
-        name = str(row.get("name", "") or row.get("blockname", ""))
-        code = str(row.get("code", "") or row.get("blockcode", ""))
-        if not code or not name:
-            continue
-
-        items.append(
-            {
-                "code": code,
-                "name": name,
-                "level": None,
-                "changePercent": None,
-                "changeAmount": None,
-                "mainNetInflow": 0,
-                "mainNetInflowPercent": None,
-                "superLargeInflow": None,
-                "superLargeInflowPercent": None,
-                "largeInflow": None,
-                "largeInflowPercent": None,
-                "mediumInflow": None,
-                "mediumInflowPercent": None,
-                "smallInflow": None,
-                "smallInflowPercent": None,
-                "turnover": 0,
-            }
-        )
-
-    return items if items else None
-
-
-async def fetch_sector_list(sector_type: str) -> Optional[List[dict]]:
-    """获取板块列表（东方财富的降级方案，仅含代码和名称）"""
-    try:
-        loop = asyncio.get_event_loop()
-        return await loop.run_in_executor(None, _sync_fetch_sectors, sector_type)
-    except ImportError:
-        return None
-    except Exception as e:
-        print(f"[mootdx] fetch_sectors error: {e}")
-        return None

backend/services/tencent.py

@@ -257,6 +257,64 @@ async def fetch_history(code: str, days: int = 90) -> List[dict]:
             return []
 
 
+async def fetch_history_minute(code: str, period: str = "60", count: int = 320) -> List[dict]:
+    """获取分钟级 K 线（腾讯 mkline 接口）
+
+    period: m1/m5/m15/m30/m60（60=小时线）
+    返回格式与日K一致，date 为 'YYYY-MM-DD HH:MM'（北京时间）。
+    """
+    market = get_market_prefix(code)
+    stock_code = f"{market}{code}"
+    # 腾讯 mkline：param=代码,周期,,数量
+    url = f"https://ifzq.gtimg.cn/appstock/app/kline/mkline?param={stock_code},{period},,{count}"
+    headers = {
+        "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36",
+        "Referer": "https://stockapp.finance.qq.com/",
+    }
+
+    async with httpx.AsyncClient() as client:
+        try:
+            resp = await client.get(url, headers=headers, timeout=10)
+            if resp.status_code != 200:
+                return []
+            data = resp.json()
+            stock_data = data.get("data", {}).get(stock_code, {})
+            raw = stock_data.get(period) or []
+            if not isinstance(raw, list):
+                return []
+            result = []
+            prev_close = 0
+            for record in raw:
+                if not isinstance(record, list) or len(record) < 6:
+                    continue
+                # record[0] = 'YYYYMMDDHHMM'，转成 'YYYY-MM-DD HH:MM'
+                raw_dt = str(record[0])
+                try:
+                    dt_str = f"{raw_dt[0:4]}-{raw_dt[4:6]}-{raw_dt[6:8]} {raw_dt[8:10]}:{raw_dt[10:12]}"
+                except Exception:
+                    continue
+                close = float(record[2]) if record[2] else 0
+                change_pct = 0
+                if prev_close > 0:
+                    change_pct = (close - prev_close) / prev_close * 100
+                result.append({
+                    "date": dt_str,
+                    "open": float(record[1]) if record[1] else 0,
+                    "close": close,
+                    "high": float(record[3]) if record[3] else 0,
+                    "low": float(record[4]) if record[4] else 0,
+                    "volume": int(float(record[5])) if record[5] else 0,
+                    "changePercent": round(change_pct, 2),
+                })
+                prev_close = close
+            # 丢弃最旧1条（prev_close=0 涨跌幅失真）
+            if len(result) > 1:
+                result = result[1:]
+            return result
+        except Exception:
+            return []
+
+
 async def fetch_kline_map(code: str, days: int = 30) -> dict:
     """获取K线数据并返回 { date: { close, changePercent, turnover } } 映射"""
     market = get_market_prefix(code)

backend/services/themes.py

@@ -30,12 +30,23 @@ _PZ_CDN_URL = "https://emcfgdata.securities.eastmoney.com"
 _APP_KEY_INDEX = "rn-themeIndex"
 _APP_KEY_DETAIL = "rn-themeDetail"
 
+# 完整浏览器请求头：生产实测东财对缺 sec-* 头的移动端包装结构请求会 403，
+# 补齐真实 Chrome 头 + client="web" 后正常返回
 _HEADERS = {
-    "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36",
-    "Origin": "https://emrnweb.eastmoney.com",
-    "Referer": "https://emrnweb.eastmoney.com/",
-    "Accept": "application/json",
+    "Accept": "application/json, text/plain, */*",
     "Accept-Language": "zh-CN,zh;q=0.9",
+    "Content-Type": "application/json;charset=UTF-8",
+    "DNT": "1",
+    "Origin": "https://emrnweb.eastmoney.com",
+    "Priority": "u=1, i",
+    "Referer": "https://emrnweb.eastmoney.com/",
+    "Sec-Ch-Ua": '"Not=A?Brand";v="99", "Google Chrome";v="151", "Chromium";v="151"',
+    "Sec-Ch-Ua-Mobile": "?0",
+    "Sec-Ch-Ua-Platform": '"macOS"',
+    "Sec-Fetch-Dest": "empty",
+    "Sec-Fetch-Mode": "cors",
+    "Sec-Fetch-Site": "same-site",
+    "User-Agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/151.0.0.0 Safari/537.36",
 }
 
 # ---- 交易时段感知缓存 ----
@@ -77,9 +88,14 @@ def _next_open_delta_seconds() -> int:
     return 0
 
 
+# 盘中题材列表短缓存：题材热点页与热点穿透聚合共用同一份缓存，避免重复拉全量列表打东财。
+# 120s 长于热点穿透图缓存(60s)，图重建时必然命中且更新频率更低，两页数据更稳。
+_LIST_CACHE_SECONDS = 120
+
+
 def _list_ttl_seconds() -> int:
-    """题材列表缓存秒数：交易时段 0（不缓存、实时拉取）；非交易时段缓存到下次开盘前失效"""
-    return 0 if _is_trading_time() else _next_open_delta_seconds()
+    """题材列表缓存秒数：交易时段 120s 短缓存；非交易时段缓存到下次开盘前失效"""
+    return _LIST_CACHE_SECONDS if _is_trading_time() else _next_open_delta_seconds()
 
 
 # ---- 请求封装 ----
@@ -89,7 +105,7 @@ def _build_payload(args: Optional[dict] = None, app_key: str = _APP_KEY_INDEX) -
     return {
         "args": args or {},
         "appKey": app_key,
-        "client": "iOS",
+        "client": "web",  # 生产实测 iOS client 会 403，web + 完整浏览器头正常
         "clientVersion": "8.3",
         "clientType": "cfw",
         "randomCode": "".join(random.choices(string.ascii_uppercase + string.ascii_lowercase + string.digits, k=16)),
@@ -148,8 +164,7 @@ async def fetch_theme_list(sort_field: int = 1, asc: bool = False) -> list[dict]
         asc: True=升序, False=降序
     """
     cache_key = f"theme_list:{sort_field}:{asc}"
-    # 交易时段强制实时：跳过缓存读取，避免命中非交易时段写入的上个交易日旧数据
-    if not _is_trading_time():
+    # 统一读缓存（盘中 TTL=120s 短缓存，非盘中缓存到下次开盘前失效），避免重复拉全量列表打东财
     cached = get_cache(cache_key)
     if cached is not None:
         return json.loads(cached)
@@ -293,7 +308,7 @@ async def _build_theme_graph(sort_field: int, top_n: int) -> dict:
 
     Args:
         sort_field: 题材排序 1=涨幅, 4=热度（当前榜在前，另一榜合并补充）
-        top_n: 每个榜单的题材数量（1-60）
+        top_n: 每个榜单的题材数量（1-200）
 
     Returns:
         {
@@ -359,7 +374,7 @@ async def _build_theme_graph(sort_field: int, top_n: int) -> dict:
 
     return {
         "themes": [
-            {"themeCode": t["themeCode"], "themeName": t["themeName"], "stockCount": t["stockCount"]}
+            {"themeCode": t["themeCode"], "themeName": t["themeName"], "stockCount": t["stockCount"], "bf3": t.get("bf3")}
             for t in theme_map.values()
         ],
         "stocks": stocks,
@@ -399,34 +414,89 @@ async def _rebuild_task(cache_key: str, sort_field: int, top_n: int, lock: async
 
 
 async def fetch_theme_graph(sort_field: int = 1, top_n: int = 30, limit: int = 1000) -> dict:
-    """获取热点穿透图数据（盘中 60s 缓存 + stale-while-revalidate）
+    """获取热点穿透图数据（盘中 60s 缓存，盘中过期同步重建，非盘中 stale-while-revalidate）
 
-    缓存命中且未过期 → 直接返回；已过期 → 返回旧数据并后台异步重建（秒开）；
-    无缓存 → 同步构建（并发下加锁去重）。返回前按 limit 裁剪 stocks。
+    缓存新鲜 → 直接返回；
+    非交易时段过期 → 返回旧数据并后台异步重建（秒开，非盘中行情无实时变化，旧值可接受）；
+    交易时段过期 / 无缓存 → 同步重建（加锁去重），绝不返回上个交易日的旧图。
 
     Args:
         sort_field: 题材排序 1=涨幅, 4=热度
-        top_n: 每个榜单的题材数量（1-60）
+        top_n: 每个榜单的题材数量（1-200）
         limit: 下发 stocks 上限（穿透度最高的 N 只）
     """
     cache_key = f"theme_graph:{sort_field}:{top_n}"
 
     data, expires_at = _get_graph_cache(cache_key)
-    if data is not None:
-        # 有缓存：新鲜直接返回；过期返回旧数据并后台刷新
-        if not (expires_at and expires_at > time.time()):
+    if data is not None and expires_at and expires_at > time.time():
+        # 缓存新鲜 → 直接返回
+        return _trim_graph_result(data, limit)
+
+    # 非交易时段过期：行情无实时变化，先返回旧值（秒开），后台异步重建
+    if data is not None and not _is_trading_time():
         _spawn_rebuild(cache_key, sort_field, top_n)
         return _trim_graph_result(data, limit)
 
-    # 无缓存：同步构建（并发下加锁去重）
+    # 交易时段过期 / 无缓存：同步重建，加锁去重
     lock = _REBUILD_LOCKS.setdefault(cache_key, asyncio.Lock())
     async with lock:
         data, expires_at = _get_graph_cache(cache_key)
-        if data is not None:
-            # 等待锁期间已被其他请求写入
-            if not (expires_at and expires_at > time.time()):
-                _spawn_rebuild(cache_key, sort_field, top_n)
+        if data is not None and expires_at and expires_at > time.time():
+            # 等待锁期间已被其他请求刷新
             return _trim_graph_result(data, limit)
         data = await _build_theme_graph(sort_field, top_n)
         _set_graph_cache(cache_key, data)
         return _trim_graph_result(data, limit)
+
+
+# ---- 题材相关新闻（分页） ----
+
+_NEWS_PAGE_SIZE = 10
+
+
+async def fetch_theme_news(theme_code: str, page_num: int = 1, max_eu_time: str = "", page_size: int = _NEWS_PAGE_SIZE) -> Optional[dict]:
+    """获取题材相关新闻（分页），返回 {total, maxEuTime, list}
+
+    maxEuTime 为游标：上一页返回的 maxEuTime 作为下一页入参，首页传空串。
+    盘中 60s 短缓存（与图缓存同频）；非盘中缓存到下次开盘前失效。
+    """
+    cache_key = f"theme_news:{theme_code}:{page_num}:{max_eu_time}:{page_size}"
+    cached = get_cache(cache_key)
+    if cached is not None:
+        return json.loads(cached)
+
+    data = await _post(
+        "/api/themeInvest/getThemeRelatedNews",
+        {"themeCode": theme_code, "pageNum": page_num, "maxEuTime": max_eu_time, "pageSize": page_size},
+        app_key=_APP_KEY_DETAIL,
+    )
+    if not data:
+        return None
+
+    ttl_s = _graph_ttl_seconds()
+    if ttl_s > 0:
+        set_cache(cache_key, json.dumps(data, ensure_ascii=False), ttl_seconds=ttl_s)
+    return data
+
+
+# ---- 单题材实时行情（强度/热度/涨幅） ----
+
+async def fetch_theme_quote(theme_code: str) -> Optional[dict]:
+    """获取单题材实时行情（strengthValue/hotValue/f3），盘中 60s 短缓存"""
+    cache_key = f"theme_quote:{theme_code}"
+    cached = get_cache(cache_key)
+    if cached is not None:
+        return json.loads(cached)
+
+    data = await _post(
+        "/api/themeInvest/getSingleThemeQuote",
+        {"themeCode": theme_code},
+        app_key=_APP_KEY_DETAIL,
+    )
+    if not data:
+        return None
+
+    ttl_s = _graph_ttl_seconds()
+    if ttl_s > 0:
+        set_cache(cache_key, json.dumps(data, ensure_ascii=False), ttl_seconds=ttl_s)
+    return data

docs/api-data-sources.md

@@ -1,5 +1,7 @@
 # 数据接口 & 数据源一览
 
+> 📖 同花顺官方金融数据 API 能力整理见 [hithink-financial-api.md](./hithink-financial-api.md)
+
 ## 架构概览
 
 ```

docs/hithink-financial-api.md

@@ -0,0 +1,188 @@
+# 同花顺金融数据 API（HiThink Financial API）接口能力整理
+
+> 数据源参考：https://github.com/HiThink-Tech/Financial-API · 文档：https://fuyao.aicubes.cn/docs/quickstart/
+> 本文档整理官方 REST / MCP / CLI / Python / 本地库 各接入方式的能力清单，供后续开发评估使用。
+
+## 一句话概览
+
+同花顺官方维护的 **A 股金融数据服务**，面向 AI Agent、量化研究和应用开发者。
+一个 API Key 即可访问数据，提供 **六种接入方式**：REST API、托管 MCP、Node.js CLI、Python SDK、
+本地 DuckDB 数据库（marketdb）和 Agent Skill。MIT 许可，约 1.9k stars。
+
+**支持**：A股股票、指数与板块、公募基金（含 ETF/LOF）、衍生特色数据（涨跌停/连板/异动/热榜/龙虎榜）、全市场数据导出。
+**暂不支持**：期货、分钟K、tick、海外市场、宏观数据、新闻公告原文、研报原文。
+
+---
+
+## 认证与调用
+
+| 项目 | 内容 |
+|------|------|
+| Base URL | `https://fuyao.aicubes.cn` |
+| 认证 | 请求头 `X-api-key: <your-key>`（与同花顺账号绑定） |
+| Key 获取 | 官网注册 → 「API Key 管理」创建；关闭弹窗后无法再看完整 Key，需妥善保存 |
+| 响应信封 | `{ code, message, request_id, data }`，`code=0` 表示成功（HTTP 恒为 200） |
+| 环境变量 | `HITHINK_FINANCE_API_KEY` |
+| 常见错误 | `2001` Key 缺失/无效；`2003` 无权限需开通 |
+
+**Agent 集成（推荐）**：`npx skills add HiThink-Tech/Financial-API --skill hithink-finance -g --yes`
+Agent 会在 API / MCP / CLI / Python 间自动选择合适方式，并对大结果自动落盘。
+
+---
+
+## 接入方式一览
+
+| 方式 | 说明 |
+|------|------|
+| **REST API** | `GET` + `X-api-key`，最通用 |
+| **MCP** | 4 个服务端点，供 AI Agent 直接调用 |
+| **Node.js CLI** | npm 包 `@hithink-tech/hithink-finance-cli` |
+| **Python SDK** | `pip install -e ./python` |
+| **本地 DuckDB** | `marketdb` 本地库，支持增量同步 + SQL + 复权 |
+| **Agent Skill** | 一键安装，自动选择最优接入 |
+
+---
+
+## REST API 能力清单（GET + X-api-key）
+
+### 基础 / 元信息
+
+| 接口路径 | 功能 | 主要参数 |
+|----------|------|---------|
+| `/api/meta/tickers/search` | 跨市场标的检索（代码/名称/拼音） | `q`*、`exchange`、`asset_type`、`limit`(≤50) |
+| `/api/meta/tickers/list` | 分页获取代码表 | `asset_type`、`limit`(≤10000)、`offset` |
+
+### A股行情
+
+| 接口路径 | 功能 | 主要参数 |
+|----------|------|---------|
+| `/api/a-share/prices/snapshot` | 行情快照（单只/多只/全市场） | `thscodes`、`limit`、`offset` |
+| `/api/a-share/prices/historical` | 单只标的日K（窗口≤10年） | `thscode`*、`interval`(1d)、`start`*、`end`*、`adjust`(none/forward/backward)、`offset` |
+| `/api/a-share/auction/snapshot` | 集合竞价快照 | `thscodes`*、`stage`(live/final) |
+| `/api/a-share/auction/short-term-benchmark` | 短线风向标竞价基准 | `date`(yyyy-MM-dd) |
+| `/api/a-share/calendar/trading-days` | 近一年交易日序列 | 无 |
+
+### A股财务 / 复权 / 估值
+
+| 接口路径 | 功能 | 主要参数 |
+|----------|------|---------|
+| `/api/a-share/financials/income-statements` | 合并利润表多期序列 | `thscode`*、`period`(annual/quarterly)*、`limit`(1-20) 或 `start`+`end` |
+| `/api/a-share/financials/balance-sheets` | 合并资产负债表 | 同上 |
+| `/api/a-share/financials/cash-flow-statements` | 合并现金流量表 | 同上 |
+| `/api/a-share/financials/indicators` | 五类财务指标 | `thscode`*、`report`*(yyyy-1~yyyy-4) |
+| `/api/a-share/corporate-actions/adjustment-factors` | 分红/送股/配股事件流 | `thscode`*、`from`、`to` |
+| `/api/a-share/valuations/snapshot` | 估值快照（PE TTM/MRQ、PB、PS、PCF） | 批量查询 |
+
+### 指数与板块
+
+| 接口路径 | 功能 | 主要参数 |
+|----------|------|---------|
+| `/api/a-share-index/catalog/ths-index-list` | 同花顺指数清单 | `tag`(cn_concept/region/tszs/industry) |
+| `/api/a-share-index/constituents/ths-stock-list` | 指数成分股 | `thscode`* |
+| `/api/a-share-index/prices/snapshot` | 指数行情快照 | `thscodes`* |
+| `/api/a-share-index/prices/historical` | 指数历史K线（无复权参数） | `thscode`*、`interval`、`start`*、`end`* |
+
+### 特色数据（`/api/a-share/special-data/…`）
+
+| 接口路径后缀 | 功能 |
+|------|------|
+| `limit-up-pool` | 涨停池（涨停/连板股） |
+| `limit-down-pool` | 跌停池 |
+| `limit-break-pool` | 涨停炸板池 |
+| `limit-up-ladder` | 近30日连板天梯 |
+| `skyrocket-list` | 热度飙升榜 Top30（日榜/小时榜） |
+| `hot-stock-list` | A股热股榜 Top30（24h/小时） |
+| `hot-stock-list-history` | 按自然日历史热股排行 |
+| `hot-stock-rank-trend` | 单股热榜排名走势 |
+| `anomaly-analysis-list` | 当日个股异动原因列表（`tag_codes` 如 `LIMIT_UP,SHARP_FALL`）※仅 REST |
+| `anomaly-analysis-stock` | 按股票批量查异动原因（`thscodes`* ≤50） |
+| `dragon-tiger-list` | 龙虎榜（`board_type` all/org/hot_money、`date`） |
+
+### 公募基金（21 项，仅列核心）
+
+| 接口路径 | 功能 |
+|----------|------|
+| `/api/fund/profile/**` | 基金基本资料 |
+| `/api/fund/portfolio/holdings` | 定期披露重仓持仓 |
+| `/api/fund/performance/nav` / `returns` / `indicators-historical` | 净值 / 区间收益与同类排名 / 历史业绩指标 |
+| `/api/fund/holders/detail` / `top` | 持有人结构 / 前十大持有人 |
+| `/api/fund/corporate-actions/dividends` | 基金分红记录 |
+| `/api/fund/managers/investment-style` / `performance` / `experience` / `detail` | 经理投资风格 / 业绩 / 经历 / 详情 |
+| `/api/fund/companies/detail` | 基金公司详情 |
+| `/api/fund/diagnostics/detail` | 基金诊断 |
+| `/api/fund/offerings/list` | 新发基金募集列表 |
+| `/api/fund/news/article-list` | 基金资讯（游标分页） |
+| `/api/fund/financials/indicators` / `income-statements` / `balance-sheets` | 基金财务指标 / 利润表 / 资产负债表 |
+| `/api/fund/market/snapshot` / `historical` | ETF 行情快照 / 历史日线（窗口≤5年） |
+
+### 全市场数据导出（Market Dumps）
+
+| 接口路径 | 功能 |
+|----------|------|
+| `/api/dump/market-dumps/daily-k/download-url` | 全市场 10 年日K Parquet 下载链接 |
+| `/api/dump/market-dumps/daily-k-10d/download-url` | 最近 10 交易日日K Parquet |
+| `/api/dump/market-dumps/adjustment-factors/download-url` | 全量复权因子 Parquet |
+
+---
+
+## MCP 服务端点（4 个）
+
+| 服务 | 端点 |
+|------|------|
+| `hithink-finance-a-share` | `/mcp/a-share` |
+| `hithink-finance-a-share-index` | `/mcp/a-share-index` |
+| `hithink-finance-meta` | `/mcp/meta` |
+| `hithink-finance-fund` | `/mcp/fund` |
+
+鉴权：环境变量 `API_KEY` 注入，与 REST 同一 Key。
+
+---
+
+## CLI（`@hithink-tech/hithink-finance-cli`）
+
+| 命令 | 功能 |
+|------|------|
+| `auth login` | 录入 API Key |
+| `capabilities` | 能力目录 |
+| `symbol search --q <代码>` | 标的检索 |
+| `market snapshot --thscodes 600519.SH` | 行情快照 |
+| `financials income --thscode ... --limit 4` | 利润表 |
+| `data init` / `db query --sql "..."` | 初始化本地库 / SQL 查询（视图如 `v_daily_qfq`） |
+
+---
+
+## Python SDK 与本地 DuckDB
+
+```bash
+pip install -e ./python
+python python/bootstrap.py   # 初始化本地 DuckDB（marketdb）
+```
+
+常用脚本：`fuyao.py tickers-search --q "贵州茅台"`、`fuyao.py prices-snapshot ...`
+marketdb 支持增量同步、SQL 查询、复权计算、数据导出。
+
+---
+
+## 合规要求
+
+- 输出需注明数据源、时间范围与复权口径，标注"非投资建议"
+- 真实数据不可用时不得用模拟数据冒充
+- API Key 不可写入代码、日志或 Git 仓库
+
+---
+
+## 与我们现有系统的潜在结合点（供后续评估）
+
+> 现有数据源依赖腾讯/东方财富/新浪/AkShare，均为非官方抓取，存在限流与反爬问题。
+> 同花顺官方 API 可作**更稳定、结构化的权威数据源**，或补充新能力。
+
+| 现有模块 | 同花顺对应能力 | 潜在价值 |
+|----------|--------------|---------|
+| 实时行情 `/api/stock/quote`（腾讯） | `a-share/prices/snapshot` | 官方行情快照，避免腾讯兼容性/抓取风险 |
+| 历史K线 `/api/stock/history`（东财/腾讯） | `a-share/prices/historical`（10年、复权可选） | 权威日K + 明确复权口径，替代被反爬的东财 kline |
+| 财务指标 `/api/stock/financial`（东财） | `a-share/financials/*` + `valuations/snapshot` | 官方三大报表、五类指标、估值快照 |
+| 题材热点 / 热点穿透（东财） | `a-share/special-data/*` 热榜、涨停池、连板天梯 | 官方热榜/涨停/连板数据，可增强题材热度判断 |
+| 核心股追踪 / 每日采集 | `a-share/special-data/dragon-tiger-list`、`hot-stock-*` | 龙虎榜、热股榜可作为核心股采样的补充来源 |
+| 新增能力 | `a-share-index/*`（指数/板块成分）、`fund/*`（基金）、Market Dumps（全市场导出） | 指数行情、基金筛选、本地 marketdb 全市场回测 |
+
+> 注意：特色数据（涨停池等）tag_codes 语义、thscode 与现有 code 体系的映射，接入前需先做字段对齐验证。

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20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20，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 = 20   # 题材涨幅前20
+
+
+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. 题材涨幅前20：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20 {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20 {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20"""
+
+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<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">核心股追踪</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">
+          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
+        </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">
+            暂无数据，数据将在每日收盘后自动采集
+          </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">股票</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">上榜</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" />
+  核心股
+</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` 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)。

docs/superpowers/specs/2026-08-10-daily-core-stock-history-design.md

@@ -0,0 +1,156 @@
+# 每日热点核心股 / 题材历史记录 + 活跃核心股滚动表格
+
+日期：2026-08-10
+
+## 1. 目标
+
+为数据分析和发掘积累历史数据，并提供活跃核心股的滚动展示：
+
+1. 每个交易日收盘后，采集**核心股前 100**（当日全部股票按涨幅降序取前 100）及其**所属题材**，保存历史。
+2. 每个交易日收盘后，采集**题材（概念）板块涨幅前 20**，保存历史。
+3. 新展示页：**活跃核心股 × 最近 10 个 A 股交易日**涨幅矩阵表格；新核心股加入，**超过 10 个 A 股交易日未出现则踢出**。
+
+## 2. 已确认的决策
+
+| 决策点 | 选择 |
+|---|---|
+| 核心股口径 | 当日全部股票按涨幅（f3）降序取前 100（不限覆盖题材数） |
+| 板块口径 | 题材/概念板块，按涨幅（bf3）降序取前 20 |
+| 采集触发 | 方案 A：asyncio 后台任务，每日收盘后自动采集 |
+| 表格布局 | 股票 × 最近 10 个 A 股交易日列矩阵 |
+| 10 日窗口 | 10 个 A 股交易日（跳过节假/周末） |
+| 所属题材完整度 | 折中：以热点穿透采样题材为主，东财压力允许时尽力补全 |
+
+## 3. 数据模型（新增 3 张表）
+
+```sql
+CREATE TABLE daily_core_stocks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,        -- 交易日 YYYY-MM-DD
+  stock_code TEXT NOT NULL,        -- 股票代码
+  stock_name TEXT NOT NULL,        -- 股票名称
+  f3 REAL,                         -- 当日涨幅%
+  cover_count INTEGER,             -- 覆盖题材数（采样）
+  rank INTEGER,                    -- 当日涨幅排名 1-100
+  created_at TEXT DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code)
+);
+
+CREATE TABLE 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 DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code, theme_code)
+);
+
+CREATE TABLE 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,                        -- 题材涨幅%
+  hot_rank INTEGER,                -- 热度排名
+  rank INTEGER,                    -- 当日板块涨幅排名 1-20
+  created_at TEXT DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, theme_code)
+);
+```
+
+## 4. 采集服务 `backend/services/daily_collector.py`
+
+### 4.1 触发机制（方案 A）
+
+- `lifespan` 启动时拉起一个 asyncio 后台任务协程。
+- 协程循环（如每 5 分钟检查一次）：
+  - 是否**交易日**（周一至周五，非节假日）。
+  - 是否**收盘后**（北京时间 > 15:00）。
+  - 当日数据是否**已采集**（按 `trade_date` 查库，幂等去重）。
+  - 条件满足 → 触发采集。
+
+### 4.2 采集逻辑
+
+1. **核心股前 100**：调用 `fetch_theme_list(1, False)` 或 `fetch_theme_graph` 得到当日全部股票，按 `f3` 降序取前 100。若不足 100 只，存实际数量。
+2. **所属题材**：以热点穿透采样的 `themeCodes` 为主存入 `daily_core_stock_themes`。
+3. **题材前 20**：从 `fetch_theme_list(1, False)` 取 `bf3` 降序前 20，连同 `themeName`/`hotRank` 存入 `daily_top_themes`。
+4. 同一交易日重复触发不重复写入（UNIQUE 去重 + 检查）。
+5. 采集失败（东财 403/网络）→ 跳过当日，下轮重试；记录日志。
+
+### 4.3 补全（折中方案）
+
+- 东财压力允许时，对核心股调用个股题材接口尽力补全。
+- 优先保证核心股前 100 与题材前 20 的完整性，补全为附加增强，失败不影响主流程。
+
+## 5. 新接口（`backend/routes/`）
+
+| 接口 | 说明 |
+|---|---|
+| `GET /api/core-stocks/active` | 活跃核心股 + 最近 10 日涨幅矩阵 |
+| `GET /api/core-stocks/history?date=` | 指定交易日的核心股（含所属题材） |
+| `GET /api/themes/history?date=` | 指定交易日的题材前 20 |
+
+### active 接口返回结构
+
+```json
+{
+  "dates": ["2026-08-03", "...", "2026-08-10"],
+  "stocks": [
+    {
+      "stockCode": "601606",
+      "stockName": "长城军工",
+      "coverCount": 9,
+      "lastAppear": "2026-08-10",
+      "daysSinceLastAppear": 0,
+      "appearCount": 5,
+      "dailyGains": { "2026-08-03": 10.0, "2026-08-10": 10.0 }
+    }
+  ]
+}
+```
+
+- `dates`：最近 10 个 A 股交易日（升序，最右为最新）。
+- `stocks`：10 日窗口内出现过的活跃核心股。
+- `dailyGains`：日期 → 当日涨幅；未上榜日无该键。
+
+## 6. 新展示页（前端 `/core-stocks`）
+
+### 6.1 页面结构
+
+- 顶栏：返回、标题「核心股追踪」、刷新按钮（与 `/hot-map` 一致风格）。
+- 表格：**股票 × 最近 10 个 A 股交易日**列矩阵。
+  - 行：活跃核心股（10 个 A 股交易日内出现过），按 `appearCount` 降序、`lastAppear` 降序排列。
+  - 列：最近 10 个 A 股交易日，最右为最新。
+  - 单元格：当日涨幅（红涨绿跌，A 股惯例）；未上榜留空（`·`）。
+- 每只股票显示累计出现次数、最近上榜日期、所属题材数。
+
+### 6.2 数据获取
+
+- 前端 `useQuery` 调 `GET /api/core-stocks/active`。
+- `staleTime` 与题材页一致（30s 或 60s），盘中可手动刷新。
+
+### 6.3 路由
+
+- 新建 `src/routes/core-stocks.tsx`，路由 `/core-stocks`。
+- 从题材页 `/themes` 和热点穿透页 `/hot-map` 顶部加入口链接。
+
+## 7. 错误处理与边界
+
+- **东财 403/采集失败**：跳过当日采集，下轮重试；不影响已存历史。
+- **当日重复采集**：UNIQUE 约束 + 入库前检查，幂等。
+- **核心股不足 100**：存实际数量，不补齐。
+- **无历史数据**：部署后开始累积；active 接口在无数据时返回空 `stocks` 与空 `dates`。
+- **交易日历**：以自然周一到周五判定交易日（不处理法定节假日调休的深度历法），与现有 `_is_trading_time` 一致。
+
+## 8. 测试
+
+- 采集服务：幂等（重复触发不重复写）、去重、失败重试逻辑。
+- active 接口：窗口计算、踢出规则（>10 个交易日未出现不返回）、涨幅矩阵正确性。
+- 前端页面：空态、有数据态、10 日窗口滚动。
+
+## 9. 范围外（YAGNI）
+
+- 不做法定的深度交易日历（节假日调休）。
+- 不做个股涨幅的增量更新（历史数据一次性采集，之后不补更）。
+- 不做板块成分股的每日存储。

index.html

@@ -24,14 +24,14 @@
     <script>
       // 在 React 加载前立即设置主题，避免闪烁
       (function() {
-        const isInIframe = window.self !== window.top;
-
         function applyThemeToDOM(theme) {
           document.documentElement.classList.remove('light', 'dark');
           document.documentElement.classList.add(theme);
           document.documentElement.setAttribute('data-theme', theme);
         }
 
+        var isInIframe = window.self !== window.top;
+
         if (isInIframe) {
           // 监听父窗口主动推送的主题消息
           window.addEventListener('message', function(event) {
@@ -43,8 +43,16 @@
             }
           });
         } else {
-          // 非 iframe 环境，使用默认 light 主题
-          applyThemeToDOM('light');
+          // 从 localStorage 读取用户选择
+          var saved = localStorage.getItem('theme');
+          var theme;
+          if (saved === 'light' || saved === 'dark') {
+            theme = saved;
+          } else {
+            // system: 跟随系统偏好
+            theme = window.matchMedia('(prefers-color-scheme: dark)').matches ? 'dark' : 'light';
+          }
+          applyThemeToDOM(theme);
         }
       })();
     </script>

package.json

@@ -49,13 +49,17 @@
     "embla-carousel-react": "^8.6.0",
     "framer-motion": "^11.18.2",
     "input-otp": "^1.4.2",
+    "lightweight-charts": "^5.2.1",
     "lucide-react": "^0.575.0",
+    "mermaid": "^11.17.2",
     "react": "^19.2.7",
     "react-day-picker": "^9.14.0",
     "react-dom": "^19.2.7",
     "react-hook-form": "^7.81.0",
+    "react-markdown": "^10.1.0",
     "react-resizable-panels": "^4.12.1",
     "recharts": "^2.15.4",
+    "remark-gfm": "^4.0.1",
     "sonner": "^2.0.7",
     "tailwind-merge": "^3.6.0",
     "tailwindcss": "^4.3.2",

run_local.sh

@@ -0,0 +1,20 @@
+#!/usr/bin/env bash
+# 本地直接拉起后端（不用 docker）
+# 用法: ./run_local.sh            # 默认 0.0.0.0:8000
+#       PORT=8010 ./run_local.sh  # 指定端口
+set -euo pipefail
+ROOT="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+cd "${ROOT}/backend"
+
+PORT="${PORT:-8000}"
+PY="${PY:-${ROOT}/.venv/bin/python}"
+
+# 同步前端 dist（若后端 dist 落后于仓库根 dist）
+if [ -d "${ROOT}/dist" ]; then
+  mkdir -p dist
+  cp -r "${ROOT}/dist/." dist/
+  echo "✓ 已同步前端 dist → backend/dist"
+fi
+
+echo "启动后端: http://0.0.0.0:${PORT} (python: ${PY})"
+exec "${PY}" -m uvicorn main:app --host 0.0.0.0 --port "${PORT}" --log-level info

scripts/README_HOTSPOT.md

@@ -0,0 +1,152 @@
+# 热点股追踪数据导出/导入工具
+
+## 功能说明
+
+本工具用于导出和导入热点股追踪的历史数据，包括：
+- 每日题材涨幅前20
+- 每日核心股票（覆盖多个题材的股票）
+- 每日核心股票与题材的关联关系
+
+## 快速使用（Docker环境）
+
+### 1. 导出8月20日的数据
+
+```bash
+./scripts/docker_hotspot.sh export 2026-08-20
+```
+
+### 2. 导入数据
+
+```bash
+# 导入数据到容器
+./scripts/docker_hotspot.sh import hotspot_2026-08-20.json
+```
+
+### 3. 查看数据库中的日期
+
+```bash
+./scripts/docker_hotspot.sh list
+```
+
+### 4. 备份整个数据库
+
+```bash
+./scripts/docker_hotspot.sh backup
+```
+
+### 5. 进入Python shell
+
+```bash
+./scripts/docker_hotspot.sh shell
+```
+
+## 本地开发环境
+
+如果在本地开发环境中，可以使用以下命令：
+
+```bash
+# 导出数据
+python3 scripts/export_hotspot_data.py export --date 2026-08-20
+
+# 导入数据
+python3 scripts/export_hotspot_data.py import --file hotspot_2026-08-20.json
+
+# 列出日期
+python3 scripts/export_hotspot_data.py list
+```
+
+## 文件说明
+
+### Docker脚本 (`docker_hotspot.sh`)
+
+- `export [日期]`: 从容器导出数据（默认8月20日）
+- `import <文件>`: 导入数据文件到容器
+- `list`: 列出所有日期
+- `backup`: 备份整个数据库
+- `shell`: 进入容器的Python shell
+
+### Python脚本 (`export_hotspot_data.py`)
+
+- `export --date YYYY-MM-DD`: 导出指定日期的数据
+- `import --file <文件路径>`: 导入数据文件
+- `list`: 列出数据库中所有有数据的日期
+
+### Shell脚本 (`hotspot_backup.sh`)
+
+- `export [日期]`: 导出数据（默认8月20日）
+- `import <文件>`: 导入数据文件
+- `list`: 列出所有日期
+- `backup`: 备份整个数据库
+
+## 数据格式
+
+导出的JSON文件包含以下字段：
+
+```json
+{
+  "version": "1.0",
+  "trade_date": "2026-08-11",
+  "themes": [...],           // 题材数据
+  "core_stocks": [...],      // 核心股票数据
+  "stock_themes": [...],     // 股票-题材关联
+  "stats": {
+    "theme_count": 20,
+    "core_stock_count": 193,
+    "stock_theme_count": 1205
+  }
+}
+```
+
+## 注意事项
+
+1. **容器运行**：使用Docker脚本前，请确保容器正在运行
+2. **幂等性**：导入时使用 `INSERT OR IGNORE`，重复导入不会产生重复数据
+3. **数据完整性**：导入前会检查目标日期是否已有数据
+4. **备份建议**：导入前建议先备份数据库
+5. **日期格式**：日期格式必须为 `YYYY-MM-DD`（如 `2026-08-20`）
+
+## 常见问题
+
+### Q: 容器未运行怎么办？
+
+A: 启动容器：
+
+```bash
+docker-compose up -d
+```
+
+### Q: 如何查看容器是否运行？
+
+A: 运行以下命令：
+
+```bash
+docker ps | grep auv
+```
+
+### Q: 如何手动采集8月20日的数据？
+
+A: 在容器内运行：
+
+```bash
+docker exec -it auv python3 -c "
+import asyncio
+from services.daily_collector import collect_daily
+asyncio.run(collect_daily('2026-08-20'))
+"
+```
+
+### Q: 如何查看数据库中的日期？
+
+A: 运行 `./scripts/docker_hotspot.sh list`
+
+### Q: 如何备份数据库？
+
+A: 运行 `./scripts/docker_hotspot.sh backup`
+
+### Q: 导入时出现错误怎么办？
+
+A: 检查JSON文件格式是否正确，确保包含必要的字段。可以使用以下命令验证JSON：
+
+```bash
+python3 -m json.tool hotspot_2026-08-20.json
+```

scripts/docker_hotspot.sh

@@ -0,0 +1,236 @@
+#!/bin/bash
+# 从Docker容器导出热点股数据
+
+set -e
+
+# 颜色输出
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m' # No Color
+
+CONTAINER_NAME="auv"
+DB_PATH="/app/backend/data/stock_data.db"
+
+# 检查容器是否运行
+if ! docker ps --format '{{.Names}}' | grep -q "^${CONTAINER_NAME}$"; then
+    echo -e "${RED}❌ 容器 ${CONTAINER_NAME} 未运行${NC}"
+    exit 1
+fi
+
+# 检查数据库是否存在
+if ! docker exec "$CONTAINER_NAME" test -f "$DB_PATH"; then
+    echo -e "${RED}❌ 数据库文件不存在：$DB_PATH${NC}"
+    exit 1
+fi
+
+# 显示帮助
+show_help() {
+    echo "用法："
+    echo "  $0 export [日期]    - 导出指定日期的数据（默认：2026-08-20）"
+    echo "  $0 import <文件>    - 导入数据文件到容器"
+    echo "  $0 list             - 列出所有有数据的日期"
+    echo "  $0 backup           - 备份整个数据库"
+    echo "  $0 shell            - 进入容器的Python shell"
+    echo ""
+    echo "示例："
+    echo "  $0 export 2026-08-20"
+    echo "  $0 import hotspot_2026-08-20.json"
+    echo "  $0 backup"
+}
+
+# 导出数据
+export_data() {
+    local date="${1:-2026-08-20}"
+    local output_file="hotspot_${date}.json"
+    
+    echo -e "${YELLOW}📤 从容器导出 $date 的热点股数据...${NC}"
+    
+    # 在容器内执行导出命令
+    docker exec "$CONTAINER_NAME" python3 -c "
+import sys
+sys.path.insert(0, '/app')
+from database import get_connection, dict_from_row
+import json
+
+date = '$date'
+conn = get_connection()
+try:
+    themes = conn.execute('SELECT * FROM daily_top_themes WHERE trade_date = ? ORDER BY rank ASC', (date,)).fetchall()
+    core_stocks = conn.execute('SELECT * FROM daily_core_stocks WHERE trade_date = ? ORDER BY rank ASC', (date,)).fetchall()
+    stock_themes = conn.execute('SELECT * FROM daily_core_stock_themes WHERE trade_date = ?', (date,)).fetchall()
+    
+    data = {
+        'version': '1.0',
+        'trade_date': date,
+        'themes': [dict_from_row(r) for r in themes],
+        'core_stocks': [dict_from_row(r) for r in core_stocks],
+        'stock_themes': [dict_from_row(r) for r in stock_themes],
+    }
+    data['stats'] = {
+        'theme_count': len(data['themes']),
+        'core_stock_count': len(data['core_stocks']),
+        'stock_theme_count': len(data['stock_themes']),
+    }
+    
+    print(json.dumps(data, ensure_ascii=False, indent=2))
+finally:
+    conn.close()
+" > "$output_file"
+    
+    if [ -f "$output_file" ]; then
+        echo -e "${GREEN}✅ 导出完成：$output_file${NC}"
+        echo "文件大小：$(du -h "$output_file" | cut -f1)"
+    else
+        echo -e "${RED}❌ 导出失败${NC}"
+        exit 1
+    fi
+}
+
+# 导入数据
+import_data() {
+    local file="$1"
+    
+    if [ -z "$file" ]; then
+        echo -e "${RED}❌ 请指定要导入的文件${NC}"
+        exit 1
+    fi
+    
+    if [ ! -f "$file" ]; then
+        echo -e "${RED}❌ 文件不存在：$file${NC}"
+        exit 1
+    fi
+    
+    echo -e "${YELLOW}📥 导入数据到容器：$file${NC}"
+    
+    # 复制文件到容器
+    docker cp "$file" "$CONTAINER_NAME:/tmp/import_data.json"
+    
+    # 在容器内执行导入
+    docker exec "$CONTAINER_NAME" python3 -c "
+import sys
+import json
+sys.path.insert(0, '/app')
+from database import get_connection
+
+with open('/tmp/import_data.json', 'r', encoding='utf-8') as f:
+    data = json.load(f)
+
+date = data['trade_date']
+print(f'📅 导入日期：{date}')
+print(f'   题材数量：{len(data[\"themes\"])}')
+print(f'   核心股票：{len(data[\"core_stocks\"])}')
+print(f'   股票-题材关联：{len(data[\"stock_themes\"])}')
+
+conn = get_connection()
+try:
+    for item in data['themes']:
+        item.pop('id', None)
+        item.pop('created_at', None)
+        conn.execute(
+            'INSERT OR IGNORE INTO daily_top_themes (trade_date, theme_code, theme_name, bf3, hot_rank, rank) VALUES (?,?,?,?,?,?)',
+            (item['trade_date'], item['theme_code'], item['theme_name'], item['bf3'], item['hot_rank'], item['rank']),
+        )
+    
+    for item in data['core_stocks']:
+        item.pop('id', None)
+        item.pop('created_at', None)
+        conn.execute(
+            'INSERT OR IGNORE INTO daily_core_stocks (trade_date, stock_code, stock_name, f3, cover_count, rank) VALUES (?,?,?,?,?,?)',
+            (item['trade_date'], item['stock_code'], item['stock_name'], item['f3'], item['cover_count'], item['rank']),
+        )
+    
+    for item in data['stock_themes']:
+        item.pop('id', None)
+        item.pop('created_at', None)
+        conn.execute(
+            'INSERT OR IGNORE INTO daily_core_stock_themes (trade_date, stock_code, theme_code, theme_name) VALUES (?,?,?,?)',
+            (item['trade_date'], item['stock_code'], item['theme_code'], item['theme_name']),
+        )
+    
+    conn.commit()
+    print(f'\\n✅ 导入成功：{date}')
+except Exception as e:
+    conn.rollback()
+    print(f'\\n❌ 导入失败：{e}')
+finally:
+    conn.close()
+"
+}
+
+# 列出日期
+list_dates() {
+    echo -e "${YELLOW}📅 列出容器中的日期...${NC}"
+    docker exec "$CONTAINER_NAME" python3 -c "
+import sys
+sys.path.insert(0, '/app')
+from database import get_connection
+
+conn = get_connection()
+try:
+    rows = conn.execute('SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC').fetchall()
+    if rows:
+        print('📅 数据库中的日期：')
+        for row in rows:
+            print(f'   {row[\"trade_date\"]}')
+    else:
+        print('📭 数据库中暂无数据')
+finally:
+    conn.close()
+"
+}
+
+# 备份数据库
+backup_database() {
+    local timestamp=$(date +%Y%m%d_%H%M%S)
+    local backup_file="stock_data_${timestamp}.db"
+    
+    echo -e "${YELLOW}💾 备份数据库...${NC}"
+    docker cp "$CONTAINER_NAME:$DB_PATH" "$backup_file"
+    
+    if [ -f "$backup_file" ]; then
+        echo -e "${GREEN}✅ 备份完成：$backup_file${NC}"
+        echo "文件大小：$(du -h "$backup_file" | cut -f1)"
+    else
+        echo -e "${RED}❌ 备份失败${NC}"
+        exit 1
+    fi
+}
+
+# 进入Python shell
+enter_shell() {
+    echo -e "${YELLOW}🐍 进入容器Python shell...${NC}"
+    docker exec -it "$CONTAINER_NAME" python3 -c "
+import sys
+sys.path.insert(0, '/app')
+from database import get_connection
+print('Python shell 已启动')
+print('可用变量：')
+print('  conn - 数据库连接')
+print('  get_connection - 获取新连接函数')
+print()
+conn = get_connection()
+"
+}
+
+# 主逻辑
+case "${1:-help}" in
+    export)
+        export_data "$2"
+        ;;
+    import)
+        import_data "$2"
+        ;;
+    list)
+        list_dates
+        ;;
+    backup)
+        backup_database
+        ;;
+    shell)
+        enter_shell
+        ;;
+    *)
+        show_help
+        ;;
+esac

scripts/export_hotspot_data.py

@@ -0,0 +1,213 @@
+#!/usr/bin/env python3
+"""热点股追踪数据导出/导入脚本
+
+用法：
+  导出8月20日数据：
+    python scripts/export_hotspot_data.py export --date 2026-08-20
+  
+  导入数据：
+    python scripts/export_hotspot_data.py import --file hotspot_2026-08-20.json
+  
+  查看数据库中有哪些日期的数据：
+    python scripts/export_hotspot_data.py list
+"""
+
+import argparse
+import json
+import os
+import sys
+from datetime import datetime
+from typing import Optional
+
+# 添加项目路径
+sys.path.insert(0, os.path.join(os.path.dirname(__file__), "..", "backend"))
+
+from database import get_connection, dict_from_row
+
+
+def export_data(date: str, output_file: Optional[str] = None) -> dict:
+    """导出指定日期的热点股追踪数据"""
+    conn = get_connection()
+    try:
+        # 1. 导出每日题材前20
+        themes = conn.execute(
+            "SELECT * FROM daily_top_themes WHERE trade_date = ? ORDER BY rank ASC",
+            (date,),
+        ).fetchall()
+        
+        # 2. 导出每日核心股票
+        core_stocks = conn.execute(
+            "SELECT * FROM daily_core_stocks WHERE trade_date = ? ORDER BY rank ASC",
+            (date,),
+        ).fetchall()
+        
+        # 3. 导出每日核心股票与题材的关联
+        stock_themes = conn.execute(
+            "SELECT * FROM daily_core_stock_themes WHERE trade_date = ?",
+            (date,),
+        ).fetchall()
+        
+        data = {
+            "version": "1.0",
+            "export_time": datetime.now().isoformat(),
+            "trade_date": date,
+            "themes": [dict_from_row(r) for r in themes],
+            "core_stocks": [dict_from_row(r) for r in core_stocks],
+            "stock_themes": [dict_from_row(r) for r in stock_themes],
+        }
+        
+        # 统计信息
+        data["stats"] = {
+            "theme_count": len(data["themes"]),
+            "core_stock_count": len(data["core_stocks"]),
+            "stock_theme_count": len(data["stock_themes"]),
+        }
+        
+        # 保存到文件
+        if output_file is None:
+            output_file = f"hotspot_{date}.json"
+        
+        with open(output_file, "w", encoding="utf-8") as f:
+            json.dump(data, f, ensure_ascii=False, indent=2)
+        
+        print(f"✅ 导出成功：{output_file}")
+        print(f"   题材数量：{data['stats']['theme_count']}")
+        print(f"   核心股票：{data['stats']['core_stock_count']}")
+        print(f"   股票-题材关联：{data['stats']['stock_theme_count']}")
+        
+        return data
+    finally:
+        conn.close()
+
+
+def import_data(input_file: str, dry_run: bool = False) -> bool:
+    """导入热点股追踪数据"""
+    if not os.path.exists(input_file):
+        print(f"❌ 文件不存在：{input_file}")
+        return False
+    
+    with open(input_file, "r", encoding="utf-8") as f:
+        data = json.load(f)
+    
+    # 验证数据格式
+    required_keys = ["version", "trade_date", "themes", "core_stocks", "stock_themes"]
+    if not all(k in data for k in required_keys):
+        print("❌ 数据格式错误：缺少必要字段")
+        return False
+    
+    date = data["trade_date"]
+    print(f"📅 导入日期：{date}")
+    print(f"   题材数量：{len(data['themes'])}")
+    print(f"   核心股票：{len(data['core_stocks'])}")
+    print(f"   股票-题材关联：{len(data['stock_themes'])}")
+    
+    if dry_run:
+        print("\n🔍 试运行模式，不写入数据库")
+        return True
+    
+    # 检查是否已存在
+    conn = get_connection()
+    try:
+        existing = conn.execute(
+            "SELECT 1 FROM daily_core_stocks WHERE trade_date = ? LIMIT 1",
+            (date,),
+        ).fetchone()
+        
+        if existing:
+            print(f"\n⚠️  {date} 的数据已存在，将跳过重复数据（使用 INSERT OR IGNORE）")
+    finally:
+        conn.close()
+    
+    # 写入数据库
+    conn = get_connection()
+    try:
+        # 导入每日题材前20
+        for item in data["themes"]:
+            # 移除自动生成的id和created_at
+            item.pop("id", None)
+            item.pop("created_at", None)
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_top_themes (trade_date, theme_code, theme_name, bf3, hot_rank, rank) VALUES (?,?,?,?,?,?)",
+                (item["trade_date"], item["theme_code"], item["theme_name"], item["bf3"], item["hot_rank"], item["rank"]),
+            )
+        
+        # 导入每日核心股票
+        for item in data["core_stocks"]:
+            # 移除自动生成的id和created_at
+            item.pop("id", None)
+            item.pop("created_at", None)
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stocks (trade_date, stock_code, stock_name, f3, cover_count, rank) VALUES (?,?,?,?,?,?)",
+                (item["trade_date"], item["stock_code"], item["stock_name"], item["f3"], item["cover_count"], item["rank"]),
+            )
+        
+        # 导入每日核心股票与题材的关联
+        for item in data["stock_themes"]:
+            # 移除自动生成的id和created_at
+            item.pop("id", None)
+            item.pop("created_at", None)
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stock_themes (trade_date, stock_code, theme_code, theme_name) VALUES (?,?,?,?)",
+                (item["trade_date"], item["stock_code"], item["theme_code"], item["theme_name"]),
+            )
+        
+        conn.commit()
+        print(f"\n✅ 导入成功：{date}")
+        return True
+    except Exception as e:
+        conn.rollback()
+        print(f"\n❌ 导入失败：{e}")
+        return False
+    finally:
+        conn.close()
+
+
+def list_dates() -> list[str]:
+    """列出数据库中所有有数据的日期"""
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC"
+        ).fetchall()
+        return [row["trade_date"] for row in rows]
+    finally:
+        conn.close()
+
+
+def main():
+    parser = argparse.ArgumentParser(description="热点股追踪数据导出/导入工具")
+    subparsers = parser.add_subparsers(dest="command", help="可用命令")
+    
+    # 导出命令
+    export_parser = subparsers.add_parser("export", help="导出数据")
+    export_parser.add_argument("--date", required=True, help="交易日期 (YYYY-MM-DD)")
+    export_parser.add_argument("--output", "-o", help="输出文件路径")
+    
+    # 导入命令
+    import_parser = subparsers.add_parser("import", help="导入数据")
+    import_parser.add_argument("--file", "-f", required=True, help="输入文件路径")
+    import_parser.add_argument("--dry-run", action="store_true", help="试运行，不写入数据库")
+    
+    # 列表命令
+    subparsers.add_parser("list", help="列出所有有数据的日期")
+    
+    args = parser.parse_args()
+    
+    if args.command == "export":
+        export_data(args.date, args.output)
+    elif args.command == "import":
+        import_data(args.file, args.dry_run)
+    elif args.command == "list":
+        dates = list_dates()
+        if dates:
+            print("📅 数据库中的日期：")
+            for d in dates:
+                print(f"   {d}")
+        else:
+            print("📭 数据库中暂无数据")
+    else:
+        parser.print_help()
+
+
+if __name__ == "__main__":
+    main()

scripts/hotspot_backup.sh

@@ -0,0 +1,110 @@
+#!/bin/bash
+# 热点股追踪数据导出/导入快捷脚本
+
+set -e
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
+PYTHON_SCRIPT="$SCRIPT_DIR/export_hotspot_data.py"
+
+# 颜色输出
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+NC='\033[0m' # No Color
+
+show_help() {
+    echo "用法："
+    echo "  $0 export [日期]    - 导出指定日期的数据（默认：2026-08-20）"
+    echo "  $0 import <文件>    - 导入数据文件"
+    echo "  $0 list             - 列出所有有数据的日期"
+    echo "  $0 backup           - 备份整个数据库"
+    echo ""
+    echo "示例："
+    echo "  $0 export 2026-08-20"
+    echo "  $0 import hotspot_2026-08-20.json"
+    echo "  $0 backup"
+}
+
+export_data() {
+    local date="${1:-2026-08-20}"
+    local output_file="hotspot_${date}.json"
+    
+    echo -e "${YELLOW}📤 导出 $date 的热点股数据...${NC}"
+    python3 "$PYTHON_SCRIPT" export --date "$date" --output "$output_file"
+    
+    if [ -f "$output_file" ]; then
+        echo -e "${GREEN}✅ 导出完成：$output_file${NC}"
+        echo "文件大小：$(du -h "$output_file" | cut -f1)"
+    else
+        echo -e "${RED}❌ 导出失败${NC}"
+        exit 1
+    fi
+}
+
+import_data() {
+    local file="$1"
+    
+    if [ -z "$file" ]; then
+        echo -e "${RED}❌ 请指定要导入的文件${NC}"
+        exit 1
+    fi
+    
+    if [ ! -f "$file" ]; then
+        echo -e "${RED}❌ 文件不存在：$file${NC}"
+        exit 1
+    fi
+    
+    echo -e "${YELLOW}📥 导入数据：$file${NC}"
+    python3 "$PYTHON_SCRIPT" import --file "$file"
+}
+
+list_dates() {
+    echo -e "${YELLOW}📅 列出数据库中的日期...${NC}"
+    python3 "$PYTHON_SCRIPT" list
+}
+
+backup_database() {
+    local db_path="$PROJECT_DIR/backend/data/stock_data.db"
+    local backup_dir="$PROJECT_DIR/backups"
+    local timestamp=$(date +%Y%m%d_%H%M%S)
+    local backup_file="$backup_dir/stock_data_${timestamp}.db"
+    
+    if [ ! -f "$db_path" ]; then
+        echo -e "${RED}❌ 数据库文件不存在：$db_path${NC}"
+        exit 1
+    fi
+    
+    # 创建备份目录
+    mkdir -p "$backup_dir"
+    
+    # 复制数据库
+    cp "$db_path" "$backup_file"
+    
+    if [ -f "$backup_file" ]; then
+        echo -e "${GREEN}✅ 数据库备份完成：$backup_file${NC}"
+        echo "文件大小：$(du -h "$backup_file" | cut -f1)"
+    else
+        echo -e "${RED}❌ 备份失败${NC}"
+        exit 1
+    fi
+}
+
+# 主逻辑
+case "${1:-help}" in
+    export)
+        export_data "$2"
+        ;;
+    import)
+        import_data "$2"
+        ;;
+    list)
+        list_dates
+        ;;
+    backup)
+        backup_database
+        ;;
+    *)
+        show_help
+        ;;
+esac

src/components/Mermaid.tsx

@@ -0,0 +1,53 @@
+import { useEffect, useRef, useState } from "react";
+import mermaid from "mermaid";
+
+mermaid.initialize({
+  startOnLoad: false,
+  theme: "default",
+  themeVariables: {
+    primaryColor: "#f0f0f0",
+    primaryTextColor: "#333333",
+    primaryBorderColor: "#cccccc",
+    lineColor: "#3366cc",
+    secondaryColor: "#e8e8e8",
+    tertiaryColor: "#ffffff",
+    fontFamily: "inherit",
+    fontSize: "14px",
+  },
+});
+
+interface MermaidProps {
+  chart: string;
+}
+
+export function Mermaid({ chart }: MermaidProps) {
+  const ref = useRef<HTMLDivElement>(null);
+  const [svg, setSvg] = useState("");
+  const [error, setError] = useState("");
+
+  useEffect(() => {
+    if (!ref.current) return;
+    const id = `mermaid-${Math.random().toString(36).slice(2, 9)}`;
+
+    mermaid
+      .render(id, chart)
+      .then(({ svg }) => setSvg(svg))
+      .catch((err) => setError(err.message || "图表渲染失败"));
+  }, [chart]);
+
+  if (error) {
+    return (
+      <pre className="bg-muted border border-destructive/30 rounded p-3 text-sm text-destructive overflow-x-auto">
+        {error}
+      </pre>
+    );
+  }
+
+  return (
+    <div
+      ref={ref}
+      className="bg-muted rounded p-3 overflow-x-auto my-2 flex justify-center [&>svg]:max-w-full"
+      dangerouslySetInnerHTML={{ __html: svg }}
+    />
+  );
+}

src/components/ThemeToggle.tsx

@@ -0,0 +1,60 @@
+import { useState, useRef, useEffect } from "react";
+import { Sun, Moon, Monitor } from "lucide-react";
+import { useTheme } from "../lib/use-theme";
+
+export function ThemeToggle() {
+  const { theme, setTheme } = useTheme();
+  const [expanded, setExpanded] = useState(false);
+  const ref = useRef<HTMLDivElement>(null);
+
+  useEffect(() => {
+    if (!expanded) return;
+    const handler = (e: MouseEvent) => {
+      if (ref.current && !ref.current.contains(e.target as Node)) {
+        setExpanded(false);
+      }
+    };
+    document.addEventListener("mousedown", handler);
+    return () => document.removeEventListener("mousedown", handler);
+  }, [expanded]);
+
+  const options = [
+    { value: "light" as const, icon: Sun, label: "浅色" },
+    { value: "dark" as const, icon: Moon, label: "深色" },
+    { value: "system" as const, icon: Monitor, label: "自动" },
+  ];
+
+  if (!expanded) {
+    const CurrentIcon = options.find(o => o.value === theme)!.icon;
+    return (
+      <div ref={ref}>
+        <button
+          onClick={() => setExpanded(true)}
+          title="切换主题"
+          className="flex items-center justify-center w-8 h-8 rounded-lg bg-muted text-muted-foreground hover:text-foreground shadow-sm transition-colors"
+        >
+          <CurrentIcon className="h-4 w-4" />
+        </button>
+      </div>
+    );
+  }
+
+  return (
+    <div ref={ref} className="flex items-center bg-muted rounded-lg p-0.5 gap-0.5 shadow-sm">
+      {options.map(({ value, icon: Icon, label }) => (
+        <button
+          key={value}
+          onClick={() => { setTheme(value); setExpanded(false); }}
+          title={label}
+          className={`flex items-center justify-center w-8 h-8 rounded-md text-sm transition-colors ${
+            theme === value
+              ? "bg-background text-foreground shadow-sm"
+              : "text-muted-foreground hover:text-foreground"
+          }`}
+        >
+          <Icon className="h-4 w-4" />
+        </button>
+      ))}
+    </div>
+  );
+}

src/components/kline-card.tsx

@@ -0,0 +1,243 @@
+/**
+ * K 线图卡片：独立组件，自带周期（日/60分/...）、显示方式（折线/蜡烛）、
+ * 指标开关（MA/MACD/RSI）状态与数据加载逻辑，与页面其他模块解耦。
+ * 行情就绪（stockInfo 就绪）后自动拉取；切换周期只重拉 K 线，不影响页面其它数据。
+ */
+import { useEffect, useMemo, useState } from "react";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import KLineChart from "@/components/kline-chart";
+import {
+  fetchStockHistoryV2,
+} from "@/lib/fuyao-api";
+import { fetchStockHistoryMinute } from "@/lib/stock-api";
+
+type ChartPeriod = "d" | "m60" | "m30" | "m15" | "m5" | "m1";
+
+// 分钟周期标签映射
+const PERIOD_LABEL: Record<"m1" | "m5" | "m15" | "m30" | "m60", string> = {
+  m1: "1分",
+  m5: "5分",
+  m15: "15分",
+  m30: "30分",
+  m60: "60分",
+};
+
+interface KBarInput {
+  date: string;
+  dateMs: number; // Unix 秒（lightweight-charts UTCTimestamp）
+  open: number;
+  close: number;
+  high: number;
+  low: number;
+  volume: number;
+  isAddedDate: boolean;
+}
+
+interface Props {
+  code: string;
+  addedAt: string; // 自选日期 ISO，用于标记K线
+  /** 行情是否就绪：就绪后才开始拉 K 线 */
+  ready: boolean;
+}
+
+export function KLineCard({ code, addedAt, ready }: Props) {
+  const [chartPeriod, setChartPeriod] = useState<ChartPeriod>("d");
+  const [chartMode, setChartMode] = useState<"line" | "candle">("candle");
+  const [indicators, setIndicators] = useState({ ma: true, macd: false, rsi: false });
+  const toggleIndicator = (key: keyof typeof indicators) =>
+    setIndicators((prev) => ({ ...prev, [key]: !prev[key] }));
+
+  const [dailyData, setDailyData] = useState<KBarInput[]>([]);
+  const [minuteData, setMinuteData] = useState<KBarInput[]>([]);
+  const [chartLoading, setChartLoading] = useState(false);
+  const [minuteLoading, setMinuteLoading] = useState(false);
+
+  const toggleMs = useMemo(() => new Date(addedAt).getTime(), [addedAt]);
+
+  // KLineData → KBarInput（含 isAddedDate 标记，非交易日标最近一根）
+  // 时间统一按 UTC 解析（wall-clock 视作 UTC），lightweight-charts 以 UTC 渲染，
+  // 这样日线标签不偏移、分钟线显示的正是北京时间。
+  const toBars = (
+    klines: Array<{ date: string; open: number; close: number; high: number; low: number; volume: number }>,
+  ): KBarInput[] => {
+    const bars: KBarInput[] = klines.map((k) => {
+      const iso = k.date.includes(" ")
+        ? k.date.replace(" ", "T") + ":00Z" // "2026-05-08 13:30" → 2026-05-08T13:30:00Z
+        : k.date + "T00:00:00Z";            // "2026-05-08"      → 2026-05-08T00:00:00Z
+      const ms = new Date(iso).getTime();
+      const dateMs = Number.isFinite(ms) ? Math.floor(ms / 1000) : 0;
+      return {
+        date: k.date,
+        dateMs,
+        open: k.open,
+        close: k.close,
+        high: k.high,
+        low: k.low,
+        volume: k.volume,
+        isAddedDate: new Date(ms).toDateString() === new Date(toggleMs).toDateString(),
+      };
+    });
+    if (!bars.some((b) => b.isAddedDate) && bars.length > 0) {
+      let closestIdx = 0;
+      let closestDiff = Infinity;
+      bars.forEach((b, i) => {
+        const diff = Math.abs(b.dateMs * 1000 - toggleMs);
+        if (diff < closestDiff) {
+          closestDiff = diff;
+          closestIdx = i;
+        }
+      });
+      bars[closestIdx] = { ...bars[closestIdx], isAddedDate: true };
+    }
+    return bars;
+  };
+
+  // 拉日K
+  const loadDaily = async () => {
+    setChartLoading(true);
+    try {
+      const data = await fetchStockHistoryV2(code, 365);
+      if (data && data.length > 0) setDailyData(toBars(data));
+    } catch (err) {
+      console.error("[kline-card] 拉取日K失败:", err);
+    } finally {
+      setChartLoading(false);
+    }
+  };
+
+  // 拉分钟/小时K
+  const loadMinute = async (period: Exclude<ChartPeriod, "d">) => {
+    setMinuteLoading(true);
+    try {
+      const data = await fetchStockHistoryMinute(code, period, 320);
+      if (data && data.length > 0) setMinuteData(toBars(data));
+      else setMinuteData([]);
+    } catch (err) {
+      console.error("[kline-card] 拉取分钟K失败:", err);
+      setMinuteData([]);
+    } finally {
+      setMinuteLoading(false);
+    }
+  };
+
+  // 行情就绪后拉当前周期的K线；切换周期只重拉K线，不动页面其它数据
+  useEffect(() => {
+    if (!ready) return;
+    if (chartPeriod === "d") {
+      if (dailyData.length > 0) return; // 已加载过，复用
+      loadDaily();
+    } else {
+      setMinuteData([]); // 清空上一个周期旧数据，避免串显
+      loadMinute(chartPeriod);
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [chartPeriod, ready, code]);
+
+  // 展示数据：日线直接用，分钟线用 minuteData
+  const displayData = chartPeriod === "d" ? dailyData : minuteData;
+  const currentLoading = chartPeriod === "d" ? chartLoading : minuteLoading;
+
+  return (
+    <Card className="shadow-lg">
+      <CardHeader className="pb-2 md:pb-4 px-3 md:px-6 pt-4 md:pt-6">
+        <div className="flex items-center justify-between flex-wrap gap-2">
+          <CardTitle className="text-base md:text-lg">
+            K线图
+            <span className="text-xs md:text-sm font-normal text-muted-foreground ml-2">
+              {currentLoading ? "（加载中...）" : (
+                chartPeriod === "d"
+                  ? `（${displayData.length}个交易日）`
+                  : `（${displayData.length}根${PERIOD_LABEL[chartPeriod]}K线）`
+              )}
+            </span>
+          </CardTitle>
+          <div className="flex items-center gap-1.5 flex-wrap">
+            {/* 显示方式切换：折线 / 蜡烛 */}
+            <div className="flex gap-0.5 text-xs border rounded-md overflow-hidden">
+              {(["line", "candle"] as const).map((m) => (
+                <button
+                  key={m}
+                  onClick={() => setChartMode(m)}
+                  className={`px-2.5 py-1 transition-colors ${
+                    chartMode === m ? "bg-primary text-primary-foreground" : "text-muted-foreground hover:text-foreground"
+                  }`}
+                >
+                  {m === "line" ? "折线" : "蜡烛"}
+                </button>
+              ))}
+            </div>
+            {/* 指标开关：MA / MACD / RSI */}
+            <div className="flex gap-0.5 text-xs border rounded-md overflow-hidden">
+              {([
+                { key: "ma", label: "MA" },
+                { key: "macd", label: "MACD" },
+                { key: "rsi", label: "RSI" },
+              ] as const).map((it) => (
+                <button
+                  key={it.key}
+                  onClick={() => toggleIndicator(it.key)}
+                  className={`px-2.5 py-1 transition-colors ${
+                    indicators[it.key] ? "bg-primary text-primary-foreground" : "text-muted-foreground hover:text-foreground"
+                  }`}
+                >
+                  {it.label}
+                </button>
+              ))}
+            </div>
+            {/* K线周期：日 / 60分 / 30分 / 15分 / 5分 / 1分 */}
+            <div className="flex gap-0.5 text-xs border rounded-md overflow-hidden">
+              {([
+                { key: "d" as const, label: "日" },
+                { key: "m60" as const, label: "60分" },
+                { key: "m30" as const, label: "30分" },
+                { key: "m15" as const, label: "15分" },
+                { key: "m5" as const, label: "5分" },
+                { key: "m1" as const, label: "1分" },
+              ] as const).map((p) => (
+                <button
+                  key={p.key}
+                  onClick={() => setChartPeriod(p.key)}
+                  className={`px-2 py-1 transition-colors ${
+                    chartPeriod === p.key ? "bg-primary text-primary-foreground" : "text-muted-foreground hover:text-foreground"
+                  }`}
+                >
+                  {p.label}
+                </button>
+              ))}
+            </div>
+            <span className="text-xs text-muted-foreground hidden sm:inline">
+              双指缩放 · 拖动查看
+            </span>
+          </div>
+        </div>
+      </CardHeader>
+      <CardContent className="px-2 md:px-6 pb-2 md:pb-6">
+        {currentLoading ? (
+          <div className="h-[320px] sm:h-[380px] md:h-[440px] w-full flex items-center justify-center">
+            <div className="flex items-center text-muted-foreground text-sm">
+              <div className="animate-pulse mr-2 h-2 w-2 rounded-full bg-primary"></div>
+              K线数据加载中...
+            </div>
+          </div>
+        ) : (
+          <KLineChart
+            data={displayData.map((d) => ({
+              time: d.dateMs,
+              open: d.open,
+              close: d.close,
+              high: d.high,
+              low: d.low,
+              volume: d.volume,
+              isAddedDate: d.isAddedDate,
+            }))}
+            mode={chartMode}
+            hasAddedDate={ready}
+            indicators={indicators}
+          />
+        )}
+      </CardContent>
+    </Card>
+  );
+}
+
+export default KLineCard;

src/components/kline-chart.tsx

@@ -0,0 +1,347 @@
+/**
+ * K 线图组件（基于 TradingView Lightweight Charts v5）
+ * 主图：蜡烛/折线 + MA(5/10/20/30)；
+ * 副图：成交量(pane1)、MACD(pane2)、RSI(pane3)，可开关。
+ */
+import { useEffect, useRef } from "react";
+import {
+  createChart,
+  CandlestickSeries,
+  LineSeries,
+  HistogramSeries,
+  ColorType,
+  CrosshairMode,
+  LineStyle,
+  createSeriesMarkers,
+  type IChartApi,
+  type ISeriesApi,
+  type ISeriesApi as ISeriesAny,
+  type Time,
+} from "lightweight-charts";
+import { sma, macd as calcMacd, rsi as calcRsi, type KBar } from "@/lib/indicators";
+
+export interface KLineItem {
+  time: string | number; // ISO 日期 yyyy-mm-dd 或 Unix seconds UTC（lightweight-charts 两者均支持）
+  open: number;
+  close: number;
+  high: number;
+  low: number;
+  volume: number;
+  isAddedDate?: boolean;
+}
+
+export interface IndicatorToggles {
+  ma: boolean;
+  macd: boolean;
+  rsi: boolean;
+}
+
+interface Props {
+  data: KLineItem[];
+  mode: "line" | "candle";
+  hasAddedDate?: boolean;
+  indicators: IndicatorToggles;
+}
+
+// lightweight-charts 无法解析 CSS 变量或 oklch() 颜色，直接用具体 hex 色。
+const UP = "#ef4444";
+const DOWN = "#22c55e";
+// 成交量柱：浅色调，避免与 K 线柱体视觉争夺
+const VOL_UP = "#fca5a5";
+const VOL_DOWN = "#86efac";
+const PRIMARY = "#ef4444";
+const TEXT = "#71717a";
+const GRID = "#e4e4e7";
+const MARKER = "#f59e0b";
+
+// MA / 指标线配色
+const MA_COLORS = ["#f59e0b", "#3b82f6", "#a855f7"];
+const MA_PERIODS = [5, 10, 20];
+const MACD_DIF = "#3b82f6";
+const MACD_DEA = "#f59e0b";
+const RSI_COLOR = "#a855f7";
+
+export function KLineChart({ data, mode, hasAddedDate, indicators }: Props) {
+  const containerRef = useRef<HTMLDivElement>(null);
+  const chartRef = useRef<IChartApi | null>(null);
+  const priceSeriesRef = useRef<ISeriesApi<"Candlestick" | "Line"> | null>(null);
+  const volSeriesRef = useRef<ISeriesApi<"Histogram"> | null>(null);
+  // 指标 series（重建用）
+  const maSeriesRef = useRef<ISeriesAny<"Line">[]>([]);
+  const macdSeriesRef = useRef<ISeriesAny<"Line" | "Histogram">[]>([]);
+  const rsiSeriesRef = useRef<ISeriesAny<"Line">[]>([]);
+
+  // 容器高度随指标 pane 数量增长，避免主图被压缩
+  const extraPanes = [indicators.macd, indicators.rsi].filter(Boolean).length;
+  // 固定图表高度：主图+成交量 300，每个指标副图 +95
+  const chartHeight = 300 + extraPanes * 95;
+
+  // 创建图表（仅一次）：pane0 主图 + pane1 成交量
+  useEffect(() => {
+    if (!containerRef.current) return;
+    const el = containerRef.current;
+    const chart = createChart(el, {
+      width: el.clientWidth || 800,
+      height: chartHeight,
+      layout: {
+        background: { type: ColorType.Solid, color: "transparent" },
+        textColor: TEXT,
+        fontSize: 10,
+        panes: { separatorColor: GRID, separatorHoverColor: "#94a3b8" },
+      },
+      grid: {
+        vertLines: { color: GRID, style: LineStyle.Dashed, visible: true },
+        horzLines: { color: GRID, style: LineStyle.Dashed, visible: true },
+      },
+      rightPriceScale: { borderColor: GRID },
+      timeScale: { borderColor: GRID, timeVisible: false },
+      crosshair: { mode: CrosshairMode.Normal },
+    });
+    chartRef.current = chart;
+
+    // 成交量放到独立 pane1，避免与主图K线重叠
+    const vol = chart.addSeries(
+      HistogramSeries,
+      {
+        priceFormat: { type: "volume" },
+        priceScaleId: "vol",
+      },
+      1,
+    );
+    volSeriesRef.current = vol;
+
+    return () => {
+      chart.remove();
+      chartRef.current = null;
+      priceSeriesRef.current = null;
+      volSeriesRef.current = null;
+      maSeriesRef.current = [];
+      macdSeriesRef.current = [];
+      rsiSeriesRef.current = [];
+    };
+  }, []);
+
+  // 移除某组 series
+  function removeGroup(list: ISeriesAny<"Line" | "Histogram">[], chart: IChartApi) {
+    for (const s of list) {
+      try {
+        chart.removeSeries(s);
+      } catch {
+        // 已被移除
+      }
+    }
+    list.length = 0;
+  }
+
+  // 填充/重建全部指标 series
+  function rebuildIndicators() {
+    const chart = chartRef.current;
+    if (!chart) return;
+  // 指标开关改变容器高度后，同步图表尺寸
+    if (containerRef.current) {
+      chart.applyOptions({
+        width: containerRef.current.clientWidth || 800,
+        height: chartHeight,
+      });
+    }
+    const bars: KBar[] = data.map((d) => ({
+      time: d.time,
+      open: d.open,
+      close: d.close,
+      high: d.high,
+      low: d.low,
+      volume: d.volume,
+    }));
+    const closes = bars.map((b) => b.close);
+
+    // --- MA（主图 pane0 叠加）---
+    removeGroup(maSeriesRef.current, chart);
+    if (indicators.ma && bars.length > 0) {
+      MA_PERIODS.forEach((p, i) => {
+        const vals = sma(closes, p);
+        const s = chart.addSeries(
+          LineSeries,
+          { color: MA_COLORS[i % MA_COLORS.length], lineWidth: 1, priceLineVisible: false, lastValueVisible: false },
+          0,
+        );
+        s.setData(
+          bars
+            .map((b, idx) => ({ time: b.time as Time, value: vals[idx] }))
+            .filter((x) => x.value != null) as { time: Time; value: number }[],
+        );
+        maSeriesRef.current.push(s);
+      });
+    }
+
+    // --- MACD（pane2）---
+    removeGroup(macdSeriesRef.current, chart);
+    if (indicators.macd && bars.length > 0) {
+      const { dif, dea, hist } = calcMacd(closes);
+      const line = (color: string) =>
+        chart.addSeries(
+          LineSeries,
+          { color, lineWidth: 1, priceLineVisible: false, lastValueVisible: false },
+          2,
+        );
+      const difS = line(MACD_DIF);
+      const deaS = line(MACD_DEA);
+      difS.setData(bars.map((b, i) => ({ time: b.time as Time, value: dif[i] })).filter((x) => x.value != null) as { time: Time; value: number }[]);
+      deaS.setData(bars.map((b, i) => ({ time: b.time as Time, value: dea[i] })).filter((x) => x.value != null) as { time: Time; value: number }[]);
+      const histS = chart.addSeries(
+        HistogramSeries,
+        {
+          priceLineVisible: false,
+          lastValueVisible: false,
+        },
+        2,
+      );
+      histS.setData(
+        bars
+          .map((b, i) => ({
+            time: b.time as Time,
+            value: hist[i],
+            color: (hist[i] ?? 0) >= 0 ? UP : DOWN,
+          }))
+          .filter((x) => x.value != null) as { time: Time; value: number; color: string }[],
+      );
+      macdSeriesRef.current.push(difS, deaS, histS);
+    }
+
+    // --- RSI（pane3）---
+    removeGroup(rsiSeriesRef.current, chart);
+    if (indicators.rsi && bars.length > 0) {
+      const vals = calcRsi(closes, 14);
+      const s = chart.addSeries(
+        LineSeries,
+        { color: RSI_COLOR, lineWidth: 1, priceLineVisible: false, lastValueVisible: false },
+        3,
+      );
+      s.setData(
+        bars
+          .map((b, i) => ({ time: b.time as Time, value: vals[i] }))
+          .filter((x) => x.value != null) as { time: Time; value: number }[],
+      );
+      rsiSeriesRef.current.push(s);
+    }
+  }
+
+  // 模式切换：重建价格 series + 指标
+  useEffect(() => {
+    const chart = chartRef.current;
+    if (!chart) return;
+    if (priceSeriesRef.current) {
+      chart.removeSeries(priceSeriesRef.current);
+      priceSeriesRef.current = null;
+    }
+    if (mode === "candle") {
+      priceSeriesRef.current = chart.addSeries(CandlestickSeries, {
+        upColor: UP,
+        downColor: DOWN,
+        borderUpColor: UP,
+        borderDownColor: DOWN,
+        wickUpColor: UP,
+        wickDownColor: DOWN,
+      });
+    } else {
+      priceSeriesRef.current = chart.addSeries(LineSeries, {
+        color: PRIMARY,
+        lineWidth: 2,
+      });
+    }
+    fillData();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [mode]);
+
+  // 数据或指标开关变化：重填数据 + 重建指标
+  useEffect(() => {
+    fillData();
+    rebuildIndicators();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [data, hasAddedDate, indicators]);
+
+  function fillData() {
+    const chart = chartRef.current;
+    const ps = priceSeriesRef.current;
+    const vs = volSeriesRef.current;
+    if (!chart || !ps || !vs) return;
+
+    if (data.length === 0) {
+      ps.setData([]);
+      vs.setData([]);
+      return;
+    }
+
+    if (mode === "candle") {
+      (ps as ISeriesApi<"Candlestick">).setData(
+        data.map((d) => ({
+          time: d.time as Time,
+          open: d.open,
+          high: d.high,
+          low: d.low,
+          close: d.close,
+        })),
+      );
+    } else {
+      (ps as ISeriesApi<"Line">).setData(
+        data.map((d) => ({ time: d.time as Time, value: d.close })),
+      );
+    }
+
+    vs.setData(
+      data.map((d) => ({
+        time: d.time as Time,
+        value: d.volume,
+        color: d.close >= d.open ? VOL_UP : VOL_DOWN,
+      })),
+    );
+
+    const markerItem = hasAddedDate ? data.find((d) => d.isAddedDate) : undefined;
+    if (markerItem) {
+      createSeriesMarkers(ps, [
+        {
+          time: markerItem.time as Time,
+          position: "aboveBar",
+          color: MARKER,
+          shape: "circle",
+          text: "自选",
+        },
+      ]);
+    } else {
+      createSeriesMarkers(ps, []);
+    }
+
+    chart.timeScale().fitContent();
+  }
+
+  // 颜色图例：根据启用的指标生成
+  const legend: { color: string; label: string }[] = [];
+  if (indicators.ma) {
+    MA_PERIODS.forEach((p, i) => legend.push({ color: MA_COLORS[i % MA_COLORS.length], label: `MA${p}` }));
+  }
+  if (indicators.macd) {
+    legend.push({ color: MACD_DIF, label: "DIF" }, { color: MACD_DEA, label: "DEA" });
+  }
+  if (indicators.rsi) legend.push({ color: RSI_COLOR, label: "RSI14" });
+
+  return (
+    <div className="w-full">
+      <div
+        ref={containerRef}
+        style={{ height: `${chartHeight}px` }}
+        className="w-full transition-[height] duration-200"
+      />
+      {legend.length > 0 && (
+        <div className="flex flex-wrap items-center gap-x-3 gap-y-1 mt-1.5 text-[11px] text-muted-foreground">
+          {legend.map((l) => (
+            <span key={l.label} className="inline-flex items-center gap-1">
+              <span className="h-0.5 w-3 rounded" style={{ backgroundColor: l.color }} />
+              {l.label}
+            </span>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
+
+export default KLineChart;

src/lib/ai-analysis-api.ts

@@ -0,0 +1,56 @@
+// AI 分析报告 API 客户端
+
+import { getApiBaseUrl } from "./api-client";
+
+const API_BASE = getApiBaseUrl();
+
+export interface AiReport {
+  id: number;
+  trade_date: string;
+  report_type: string;
+  title: string;
+  content: string;
+  summary: string | null;
+  toolsUsed: string[];
+  model: string;
+  tokens_used: number;
+  created_at: string;
+}
+
+export async function fetchAiLatestReport(): Promise<AiReport> {
+  const resp = await fetch(`${API_BASE}/api/ai-analysis/latest`);
+  if (!resp.ok) throw new Error(`请求失败 (${resp.status})`);
+  const result = await resp.json();
+  return result.data;
+}
+
+export async function fetchAiReports(): Promise<AiReport[]> {
+  const resp = await fetch(`${API_BASE}/api/ai-analysis`);
+  if (!resp.ok) throw new Error(`请求失败 (${resp.status})`);
+  const result = await resp.json();
+  return result.data || [];
+}
+
+export async function fetchAiReport(id: number): Promise<AiReport> {
+  const resp = await fetch(`${API_BASE}/api/ai-analysis/${id}`);
+  if (!resp.ok) throw new Error(`请求失败 (${resp.status})`);
+  const result = await resp.json();
+  return result.data;
+}
+
+export async function checkAiReport(tradeDate: string): Promise<boolean> {
+  const resp = await fetch(`${API_BASE}/api/ai-analysis/check/${tradeDate}`);
+  if (!resp.ok) return false;
+  const result = await resp.json();
+  return result.data?.hasReport || false;
+}
+
+export async function regenerateAiReport(id: number): Promise<{ id: number; tokens_used: number }> {
+  const resp = await fetch(`${API_BASE}/api/ai-analysis/${id}/regenerate`, { method: "POST" });
+  if (!resp.ok) {
+    const err = await resp.json().catch(() => ({}));
+    throw new Error(err.detail || "重新生成失败");
+  }
+  const result = await resp.json();
+  return result.data;
+}

src/lib/core-stock-api.ts

@@ -0,0 +1,60 @@
+// 核心股历史数据获取工具
+import { getApiBaseUrl } from "@/lib/api-client";
+
+export interface ActiveCoreStock {
+  stockCode: string;
+  stockName: string;
+  coverCount: number | null; // 覆盖题材数
+  dailyGains: Record<string, number | null>; // 日期 -> 当日涨幅(可空)
+  appearCount: number;
+  lastAppear: string | null;
+  daysSinceLastAppear: number; // 最近上榜距窗口最新交易日的自然日差
+  themes: { theme_code: string; theme_name: string }[]; // 所属题材列表
+}
+
+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();
+  try {
+    const resp = await fetch(`${baseUrl}/api/core-stocks/active`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return { dates: [], stocks: [] };
+    return resp.json();
+  } catch (err) {
+    console.error("[core-stock-api] 获取活跃核心股失败:", err);
+    return { dates: [], stocks: [] };
+  }
+}
+
+/** 获取指定交易日核心股(含所属题材) */
+export async function fetchCoreStockHistory(date: string): Promise<CoreStockHistoryResponse | null> {
+  const baseUrl = getApiBaseUrl();
+  try {
+    const resp = await fetch(`${baseUrl}/api/core-stocks/history?date=${date}`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    return resp.json();
+  } catch (err) {
+    console.error("[core-stock-api] 获取核心股历史失败:", err);
+    return null;
+  }
+}

src/lib/fuyao-api.ts

@@ -0,0 +1,233 @@
+// v2 数据接口（同花顺官方 API）前端客户端
+// 仅调用后端 /api/v2 代理，密钥由后端持有，前端永远接触不到。
+import { getApiBaseUrl } from "@/lib/api-client";
+
+/* ── 通用信封（后端返回 { data, count }）── */
+
+interface V2Response<T> {
+  data: T;
+  count?: number;
+}
+
+async function v2Get<T>(path: string): Promise<T> {
+  const baseUrl = getApiBaseUrl();
+  try {
+    const resp = await fetch(`${baseUrl}/api/v2${path}`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) {
+      // 尝试读取 detail（FastAPI 错误信息）
+      try {
+        const err = await resp.json();
+        throw new Error(err.detail || `请求失败 (${resp.status})`);
+      } catch (e) {
+        if (e instanceof Error) throw e;
+        throw new Error(`请求失败 (${resp.status})`);
+      }
+    }
+    const result: V2Response<T> = await resp.json();
+    return result.data;
+  } catch (err) {
+    console.error("[fuyao-api] v2 请求失败:", err);
+    throw err;
+  }
+}
+
+/* ── 类型 ── */
+
+export interface V2Ticker {
+  thscode: string;
+  ticker: string;
+  name: string;
+  exchange: string;
+  asset_type: string;
+  currency: string;
+}
+
+export interface V2PriceSnapshot {
+  thscode: string;
+  ticker: string;
+  volume: number;
+  turnover: number;
+  last_price: number;
+  price_change: number;
+  price_change_ratio_pct: number;
+  open_price: number;
+  high_price: number;
+  low_price: number;
+  prev_price: number;
+}
+
+export interface V2Valuation {
+  thscode: string;
+  ticker: string;
+  name: string;
+  pe_ttm: number;
+  pe_mrq: number;
+  pb_mrq: number;
+  ps_ttm: number;
+  pcf_ttm: number;
+}
+
+export interface V2Financial {
+  thscode: string;
+  ticker: string;
+  fiscal_year: number;
+  fiscal_period: string;
+  operating_income: number;
+  operating_costs: number;
+  net_profit: number;
+  [key: string]: unknown;
+}
+
+export interface V2TradingDay {
+  date: string; // YYYYMMDD
+  date_ms: number;
+}
+
+export interface V2IndexItem {
+  thscode: string;
+  name: string;
+  [key: string]: unknown;
+}
+
+/* ── 基础 / 检索 ── */
+
+export function v2TickerSearch(q: string, limit = 10): Promise<V2Ticker[]> {
+  return v2Get(`/meta/tickers/search?q=${encodeURIComponent(q)}&limit=${limit}`);
+}
+
+/** 判断是否已是标准 thscode（如 600519.SH / 000021.SZ / 830xxx.BJ） */
+function isThscode(token: string): boolean {
+  return /^\d{6}\.(SH|SZ|BJ)$/i.test(token);
+}
+
+/**
+ * 把用户输入解析成 thscode 列表。
+ * 支持：标准 thscode(600519.SH)、纯代码(600519)、名称(茅台)、拼音首字母(gzmt)。
+ * 输入用逗号/空格分隔多个标的；每个 token 单独解析。
+ * 解析失败（找不到）的 token 会被跳过。
+ */
+export async function resolveThscodes(input: string): Promise<string[]> {
+  const tokens = input
+    .split(/[,，\s]+/)
+    .map((t) => t.trim())
+    .filter(Boolean);
+  const out: string[] = [];
+  for (const token of tokens) {
+    if (isThscode(token)) {
+      out.push(token.toUpperCase());
+    } else {
+      try {
+        const hits = await v2TickerSearch(token, 1);
+        if (hits.length > 0) out.push(hits[0].thscode);
+      } catch {
+        // 忽略单个 token 解析失败
+      }
+    }
+  }
+  return out;
+}
+
+/* ── A股 ── */
+
+/** 6位代码 → thscode（按代码前缀推断交易所后缀） */
+export function codeToThscode(code: string): string {
+  const c = code.trim();
+  if (/^\d{6}\.(SH|SZ|BJ)$/i.test(c)) return c.toUpperCase();
+  if (!/^\d{6}$/.test(c)) return c;
+  if (/^(60|68|9)/.test(c)) return `${c}.SH`;
+  if (/^(00|30|20|12)/.test(c)) return `${c}.SZ`;
+  if (/^(4|8|92)/.test(c)) return `${c}.BJ`;
+  return `${c}.SH`;
+}
+
+export interface V2PriceBar {
+  date_ms: number;
+  open_price: number;
+  high_price: number;
+  low_price: number;
+  close_price: number;
+  volume: number;
+  turnover: number;
+}
+
+export function v2PriceSnapshot(thscodes: string): Promise<V2PriceSnapshot[]> {
+  return v2Get(`/prices/snapshot?thscodes=${encodeURIComponent(thscodes)}`);
+}
+
+/**
+ * 历史日K（毫秒时间戳）。后端用官方 SDK，>10 年窗口自动切片。
+ */
+export function v2PriceHistorical(
+  thscode: string,
+  startMs: number,
+  endMs: number,
+  adjust = "forward",
+): Promise<V2PriceBar[]> {
+  return v2Get(`/prices/historical?thscode=${encodeURIComponent(thscode)}&start=${startMs}&end=${endMs}&adjust=${adjust}`);
+}
+
+/** 毫秒时间戳 → 北京时间(UTC+8)日期 YYYY-MM-DD */
+function bjDate(ms: number): string {
+  const d = new Date(ms + 8 * 60 * 60 * 1000);
+  return d.toISOString().slice(0, 10);
+}
+
+/**
+ * v2 版股票日K（供股票详情页复用现有图表结构）。
+ * 返回与 v1 KLineData 兼容的结构；涨跌幅按昨收计算。
+ */
+export async function fetchStockHistoryV2(
+  code: string,
+  days: number = 120,
+  adjust: string = "forward",
+): Promise<Array<{
+  date: string;
+  open: number;
+  close: number;
+  high: number;
+  low: number;
+  volume: number;
+  changePercent: number;
+}>> {
+  const thscode = codeToThscode(code);
+  const end = Date.now();
+  const start = end - days * 24 * 60 * 60 * 1000;
+  const bars = await v2PriceHistorical(thscode, start, end, adjust);
+  const sorted = bars.slice().sort((a, b) => a.date_ms - b.date_ms);
+  return sorted.map((b, i) => {
+    const prevClose = i > 0 ? sorted[i - 1].close_price : b.open_price;
+    const changePercent = prevClose > 0 ? ((b.close_price - prevClose) / prevClose) * 100 : 0;
+    return {
+      date: bjDate(b.date_ms),
+      open: b.open_price,
+      close: b.close_price,
+      high: b.high_price,
+      low: b.low_price,
+      volume: b.volume / 100, // 股 → 手（与 v1 口径一致，现有图表按手展示）
+      changePercent,
+    };
+  });
+}
+
+export function v2Valuations(thscodes: string): Promise<V2Valuation[]> {
+  return v2Get(`/valuations/snapshot?thscodes=${encodeURIComponent(thscodes)}`);
+}
+
+export function v2Financials(
+  statement: "income-statements" | "balance-sheets" | "cash-flow-statements",
+  thscode: string,
+  period = "annual",
+  limit = 6,
+): Promise<V2Financial[]> {
+  return v2Get(`/financials/${statement}?thscode=${encodeURIComponent(thscode)}&period=${period}&limit=${limit}`);
+}
+
+export function v2TradingDays(): Promise<V2TradingDay[]> {
+  return v2Get(`/calendar/trading-days`);
+}
+
+/* ── 指数 / 板块 ── */
+
+export function v2IndexCatalog(tag = "industry"): Promise<V2IndexItem[]> {
+  return v2Get(`/index/catalog?tag=${tag}`);
+}

src/lib/indicators.ts

@@ -0,0 +1,139 @@
+/**
+ * 技术指标计算（纯函数，前端本地计算）
+ * 输入 K 线数组（时间升序），输出与输入等长、前段为 null 的指标序列。
+ */
+
+export interface KBar {
+  time: string | number; // yyyy-mm-dd 或 Unix 秒（分钟K线用数字时间）
+  open: number;
+  close: number;
+  high: number;
+  low: number;
+  volume: number;
+}
+
+export type Nums = (number | null)[];
+
+/** 简单移动平均 */
+export function sma(closes: number[], period: number): Nums {
+  const out: Nums = new Array(closes.length).fill(null);
+  let sum = 0;
+  for (let i = 0; i < closes.length; i++) {
+    sum += closes[i];
+    if (i >= period) sum -= closes[i - period];
+    if (i >= period - 1) out[i] = sum / period;
+  }
+  return out;
+}
+
+/** EMA（标准 MACD 用的指数平滑） */
+export function ema(values: number[], period: number): Nums {
+  const out: Nums = new Array(values.length).fill(null);
+  const k = 2 / (period + 1);
+  let prev: number | null = null;
+  for (let i = 0; i < values.length; i++) {
+    if (i === period - 1) {
+      // 首值取前 period 个的 SMA
+      let s = 0;
+      for (let j = 0; j < period; j++) s += values[j];
+      prev = s / period;
+      out[i] = prev;
+    } else if (prev !== null) {
+      prev = values[i] * k + prev * (1 - k);
+      out[i] = prev;
+    }
+  }
+  return out;
+}
+
+/** MACD(10,20,7)：返回 DIF、DEA、MACD 柱（柱 = (DIF-DEA)*2，国内口径） */
+export function macd(
+  closes: number[],
+  fast = 10,
+  slow = 20,
+  signal = 7,
+): { dif: Nums; dea: Nums; hist: Nums } {
+  const ef = ema(closes, fast);
+  const es = ema(closes, slow);
+  const dif: Nums = closes.map((_, i) =>
+    ef[i] != null && es[i] != null ? (ef[i] as number) - (es[i] as number) : null,
+  );
+  // DEA = DIF 的 9 日 EMA（跳过 null）
+  const dea: Nums = new Array(closes.length).fill(null);
+  const difVals: number[] = [];
+  const difIdx: number[] = [];
+  for (let i = 0; i < dif.length; i++) {
+    if (dif[i] != null) {
+      difVals.push(dif[i] as number);
+      difIdx.push(i);
+    }
+  }
+  const deaVals = ema(difVals, signal);
+  for (let j = 0; j < difIdx.length; j++) {
+    if (deaVals[j] != null) dea[difIdx[j]] = deaVals[j];
+  }
+  const hist: Nums = closes.map((_, i) =>
+    dif[i] != null && dea[i] != null ? ((dif[i] as number) - (dea[i] as number)) * 2 : null,
+  );
+  return { dif, dea, hist };
+}
+
+/** RSI（Wilder 平滑，国内软件常用 SMA(X,N,1) 等价 Wilder） */
+export function rsi(closes: number[], period = 14): Nums {
+  const out: Nums = new Array(closes.length).fill(null);
+  if (closes.length <= period) return out;
+  let avgGain = 0;
+  let avgLoss = 0;
+  // 首段：前 period 个变动的简单均值
+  for (let i = 1; i <= period; i++) {
+    const ch = closes[i] - closes[i - 1];
+    if (ch > 0) avgGain += ch;
+    else avgLoss -= ch;
+  }
+  avgGain /= period;
+  avgLoss /= period;
+  out[period] = avgLoss === 0 ? 100 : 100 - 100 / (1 + avgGain / avgLoss);
+  // Wilder 平滑
+  for (let i = period + 1; i < closes.length; i++) {
+    const ch = closes[i] - closes[i - 1];
+    const gain = ch > 0 ? ch : 0;
+    const loss = ch < 0 ? -ch : 0;
+    avgGain = (avgGain * (period - 1) + gain) / period;
+    avgLoss = (avgLoss * (period - 1) + loss) / period;
+    out[i] = avgLoss === 0 ? 100 : 100 - 100 / (1 + avgGain / avgLoss);
+  }
+  return out;
+}
+
+/** KDJ(9,3,3) */
+export function kdj(
+  bars: KBar[],
+  n = 9,
+  m1 = 3,
+  m2 = 3,
+): { k: Nums; d: Nums; j: Nums } {
+  const len = bars.length;
+  const k: Nums = new Array(len).fill(null);
+  const d: Nums = new Array(len).fill(null);
+  const j: Nums = new Array(len).fill(null);
+  let prevK = 50;
+  let prevD = 50;
+  for (let i = 0; i < len; i++) {
+    const from = Math.max(0, i - n + 1);
+    let hh = -Infinity;
+    let ll = Infinity;
+    for (let x = from; x <= i; x++) {
+      hh = Math.max(hh, bars[x].high);
+      ll = Math.min(ll, bars[x].low);
+    }
+    const rsv = hh === ll ? 50 : ((bars[i].close - ll) / (hh - ll)) * 100;
+    const kv = (2 * prevK + rsv) / m1; // 国内口径 K = 2/3 前值 + 1/3 RSV
+    const dv = (2 * prevD + kv) / m2;
+    prevK = kv;
+    prevD = dv;
+    k[i] = kv;
+    d[i] = dv;
+    j[i] = 3 * kv - 2 * dv;
+  }
+  return { k, d, j };
+}

src/lib/market-dashboard-api.ts

@@ -0,0 +1,104 @@
+// 市场看板数据 API 客户端
+import { getApiBaseUrl } from "@/lib/api-client";
+
+export interface MarketIndex {
+  code: string;
+  name: string;
+  price: number;
+  change: number;
+  changePct: number;
+  prevClose: number;
+  turnover: number;
+}
+
+export interface MarketTemperature {
+  score: number;
+  label: string;
+  factors: {
+    advanceScore: number;
+    medianScore: number;
+    strongScore: number;
+    limitScore: number;
+    breakPenalty: number;
+    auctionBonus: number;
+  };
+}
+
+export interface AuctionData {
+  score: number;
+  label: string;
+  date: string;
+  benchmark: Record<string, unknown>;
+}
+
+export interface MarketStats {
+  upCount: number;
+  downCount: number;
+  flatCount: number;
+  total: number;
+  marketBreadth: number;
+  medianChange: number;
+  strongCount: number;
+  weakCount: number;
+  limitUp: number;
+  limitDown: number;
+  limitBreak: number;
+  breakRate: number;
+  totalTurnover: number;
+  temperature: MarketTemperature;
+  auction: AuctionData;
+  auctionSignal: string;
+}
+
+export interface SectorStrengthItem {
+  code: string;
+  name: string;
+  price: number;
+  change: number;
+  changePct: number;
+  strength: number;
+  breadthPct: number;
+  strongCount: number;
+}
+
+export interface ConceptStrengthItem {
+  code: string;
+  name: string;
+  changePct: number;
+}
+
+export interface DashboardEvent {
+  type: string;
+  label: string;
+  name: string;
+  code: string;
+  detail: string;
+}
+
+export interface MarketDashboardData {
+  indices: MarketIndex[];
+  marketStats: MarketStats;
+  sectorStrength: SectorStrengthItem[];
+  conceptStrength: ConceptStrengthItem[];
+  events: DashboardEvent[];
+  updateTime: string;
+}
+
+export async function fetchMarketDashboard(): Promise<MarketDashboardData> {
+  const baseUrl = getApiBaseUrl();
+  const resp = await fetch(`${baseUrl}/api/market-dashboard`, {
+    method: "GET",
+    cache: "no-store",
+  });
+  if (!resp.ok) {
+    try {
+      const err = await resp.json();
+      throw new Error(err.detail || `请求失败 (${resp.status})`);
+    } catch (e) {
+      if (e instanceof Error) throw e;
+      throw new Error(`请求失败 (${resp.status})`);
+    }
+  }
+  const result = await resp.json();
+  return result.data;
+}

src/lib/stock-api.ts

@@ -97,7 +97,9 @@ export interface BoardInfo {
  * - 8/4/920开头：北交所（BJB）
  * - 其他：主板
  */
-export function getStockBoard(code: string): BoardInfo {
+export function getStockBoard(code: string | null | undefined): BoardInfo {
+  // 题材列表等场景下 securityCode 可能为 null（无领涨股的题材），兜底为主板
+  if (!code) return { board: "main", label: "", className: "" };
   if (code.startsWith("688")) {
     return { board: "kcb", label: "科", className: "bg-red-500/10 text-red-500 border-red-500/30" };
   }
@@ -179,6 +181,47 @@ export async function fetchStockQuote(code: string): Promise<StockQuote | null>
   }
 }
 
+/**
+ * 获取股票分钟/小时级K线数据
+ * @param code 股票代码（6位）
+ * @param period 周期：m1/m5/m15/m30/m60（60=小时线）
+ * @param count K线数量（默认320）
+ */
+export async function fetchStockHistoryMinute(
+  code: string,
+  period: "m1" | "m5" | "m15" | "m30" | "m60" = "m60",
+  count: number = 320,
+): Promise<KLineData[]> {
+  if (!/^\d{6}$/.test(code)) {
+    throw new Error("股票代码格式错误，需为6位数字");
+  }
+
+  const baseUrl = getApiBaseUrl();
+  const url = `${baseUrl}/api/stock/history-minute?code=${code}&period=${period}&count=${count}`;
+
+  try {
+    const resp = await fetch(url, { method: "GET" });
+    if (!resp.ok) {
+      let errorMsg = `请求失败 (${resp.status})`;
+      try {
+        const errData = await resp.json();
+        errorMsg = errData.detail || errorMsg;
+      } catch {
+        // 忽略 JSON 解析错误
+      }
+      throw new Error(errorMsg);
+    }
+    const result = await resp.json();
+    if (!result.data || !Array.isArray(result.data)) {
+      throw new Error(result.detail || "未获取到分钟K线数据");
+    }
+    return result.data as KLineData[];
+  } catch (err) {
+    console.error("[stock-api] 获取分钟K线数据失败:", err);
+    return [];
+  }
+}
+
 /**
  * 获取股票历史K线数据（通过Edge Function代理腾讯财经API）
  * @param code 股票代码（6位）
@@ -430,50 +473,3 @@ export async function fetchFinancialData(code: string, years: number = 5): Promi
   }
 }
 
-// ---- 板块数据 ----
-
-export interface SectorItem {
-  code: string;
-  name: string;
-  level: number | null;
-  changePercent: number | null;
-  changeAmount: number | null;
-  mainNetInflow: number;
-  mainNetInflowPercent: number | null;
-  superLargeInflow: number | null;
-  superLargeInflowPercent: number | null;
-  largeInflow: number | null;
-  largeInflowPercent: number | null;
-  mediumInflow: number | null;
-  mediumInflowPercent: number | null;
-  smallInflow: number | null;
-  smallInflowPercent: number | null;
-  turnover: number;
-}
-
-export type SectorType = "industry" | "concept";
-
-export interface SectorResponse {
-  data: SectorItem[];
-  count: number;
-  type: SectorType;
-}
-
-/**
- * 获取东方财富板块列表（按主力净流入排序）
- * @param type industry=行业板块, concept=概念板块
- */
-export async function fetchSectors(type: SectorType, signal?: AbortSignal): Promise<SectorItem[]> {
-  const baseUrl = getApiBaseUrl();
-  const url = `${baseUrl}/api/sectors?type=${type}`;
-
-  try {
-    const resp = await fetch(url, { method: "GET", signal, cache: "no-store" });
-    if (!resp.ok) return [];
-    const result: SectorResponse = await resp.json();
-    return result.data || [];
-  } catch (err) {
-    console.error("[stock-api] 获取板块数据失败:", err);
-    return [];
-  }
-}

src/lib/theme-api.ts

@@ -3,11 +3,40 @@ import { getApiBaseUrl } from "@/lib/api-client";
 
 /* ── 题材列表 ── */
 
+export interface ActiveTheme {
+  themeCode: string;
+  themeName: string;
+  dailyGains: Record<string, number | null>; // trade_date -> 当日题材涨幅 bf3（可空）
+  appearCount: number; // 窗口内上榜次数
+  lastAppear: string | null; // 最近上榜交易日
+  bestRank: number | null; // 窗口内最佳排名（rank 最小值）
+}
+
+export interface ActiveThemesResponse {
+  dates: string[];
+  themes: ActiveTheme[];
+}
+
+/**
+ * 获取最近 10 个交易日的活跃题材涨幅矩阵
+ */
+export async function fetchActiveThemes(): Promise<ActiveThemesResponse> {
+  const baseUrl = getApiBaseUrl();
+  try {
+    const resp = await fetch(`${baseUrl}/api/themes/active`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return { dates: [], themes: [] };
+    return resp.json();
+  } catch (err) {
+    console.error("[theme-api] 获取活跃题材历史失败:", err);
+    return { dates: [], themes: [] };
+  }
+}
+
 export interface ThemeItem {
   themeCode: string;
   themeName: string;
-  securityName: string; // 领涨股名称
-  securityCode: string; // 领涨股代码
+  securityName: string | null; // 领涨股名称（无领涨股的题材为 null）
+  securityCode: string | null; // 领涨股代码（无领涨股的题材为 null）
   codeWithSuffix: string;
   hotRank: number; // 热度排名
   f3: number | null; // 领涨股涨幅
@@ -159,12 +188,82 @@ export async function fetchThemeStocks(themeCode: string): Promise<ThemeStocksRe
   }
 }
 
+/* ── 题材相关新闻（分页） ── */
+
+export interface ThemeNewsItem {
+  newsCode: string;
+  newsTitle: string;
+  newsMediaName: string;
+  showDateTime: number | null;
+  showDateTimeFormat: string | null;
+  commentCount: number;
+  themeCode: string;
+  themeName: string;
+}
+
+export interface ThemeNewsResponse {
+  total: number;
+  maxEuTime: string;
+  list: ThemeNewsItem[];
+}
+
+/**
+ * 获取题材相关新闻（分页，maxEuTime 为翻页游标）
+ */
+export async function fetchThemeNews(
+  themeCode: string,
+  pageNum: number = 1,
+  pageSize: number = 10,
+  maxEuTime: string = "",
+): Promise<ThemeNewsResponse | null> {
+  const baseUrl = getApiBaseUrl();
+  const url = `${baseUrl}/api/themes/${themeCode}/news?page_num=${pageNum}&page_size=${pageSize}&max_eu_time=${encodeURIComponent(maxEuTime)}`;
+
+  try {
+    const resp = await fetch(url, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    const result = await resp.json();
+    return result.data || null;
+  } catch (err) {
+    console.error("[theme-api] 获取题材新闻失败:", err);
+    return null;
+  }
+}
+
+/* ── 单题材实时行情（强度/热度/涨幅） ── */
+
+export interface ThemeQuote {
+  strengthValue: number | null;
+  hotValueUpLimit: number;
+  hotValue: number;
+  f3: number | null;
+}
+
+/**
+ * 获取单题材实时行情
+ */
+export async function fetchThemeQuote(themeCode: string): Promise<ThemeQuote | null> {
+  const baseUrl = getApiBaseUrl();
+  const url = `${baseUrl}/api/themes/${themeCode}/quote`;
+
+  try {
+    const resp = await fetch(url, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    const result = await resp.json();
+    return result.data || null;
+  } catch (err) {
+    console.error("[theme-api] 获取题材行情失败:", err);
+    return null;
+  }
+}
+
 /* ── 热点穿透：题材-股票 网状关系图 ── */
 
 export interface GraphTheme {
   themeCode: string;
   themeName: string;
   stockCount: number; // 题材内股票数
+  bf3: number | null; // 题材涨幅
 }
 
 export interface GraphStock {

src/lib/use-theme.ts

@@ -0,0 +1,56 @@
+import { useState, useEffect, useCallback } from "react";
+
+type Theme = "light" | "dark" | "system";
+
+function getSystemTheme(): "light" | "dark" {
+  if (typeof window === "undefined") return "light";
+  return window.matchMedia("(prefers-color-scheme: dark)").matches ? "dark" : "light";
+}
+
+function getResolvedTheme(theme: Theme): "light" | "dark" {
+  return theme === "system" ? getSystemTheme() : theme;
+}
+
+function applyTheme(resolved: "light" | "dark") {
+  const root = document.documentElement;
+  root.classList.remove("light", "dark");
+  root.classList.add(resolved);
+  root.setAttribute("data-theme", resolved);
+}
+
+export function useTheme() {
+  const [theme, setThemeState] = useState<Theme>(() => {
+    if (typeof window === "undefined") return "system";
+    return (localStorage.getItem("theme") as Theme) || "system";
+  });
+
+  const [resolved, setResolved] = useState<"light" | "dark">(() => getResolvedTheme(theme));
+
+  const setTheme = useCallback((newTheme: Theme) => {
+    setThemeState(newTheme);
+    localStorage.setItem("theme", newTheme);
+    const r = getResolvedTheme(newTheme);
+    setResolved(r);
+    applyTheme(r);
+  }, []);
+
+  // 初始应用
+  useEffect(() => {
+    applyTheme(resolved);
+  }, []);
+
+  // 监听系统主题变化
+  useEffect(() => {
+    if (theme !== "system") return;
+    const mq = window.matchMedia("(prefers-color-scheme: dark)");
+    const handler = () => {
+      const r = getSystemTheme();
+      setResolved(r);
+      applyTheme(r);
+    };
+    mq.addEventListener("change", handler);
+    return () => mq.removeEventListener("change", handler);
+  }, [theme]);
+
+  return { theme, resolved, setTheme };
+}

src/routeTree.gen.ts

@@ -10,8 +10,11 @@
 
 import { Route as rootRouteImport } from './routes/__root'
 import { Route as ThemesRouteImport } from './routes/themes'
-import { Route as SectorsRouteImport } from './routes/sectors'
+import { Route as ThemeHistoryRouteImport } from './routes/theme-history'
 import { Route as HotMapRouteImport } from './routes/hot-map'
+import { Route as DashboardRouteImport } from './routes/dashboard'
+import { Route as CoreStocksRouteImport } from './routes/core-stocks'
+import { Route as AiAnalysisRouteImport } from './routes/ai-analysis'
 import { Route as IndexRouteImport } from './routes/index'
 import { Route as ThemeCodeRouteImport } from './routes/theme.$code'
 import { Route as StockCodeRouteImport } from './routes/stock.$code'
@@ -22,9 +25,9 @@ const ThemesRoute = ThemesRouteImport.update({
   path: '/themes',
   getParentRoute: () => rootRouteImport,
 } as any)
-const SectorsRoute = SectorsRouteImport.update({
-  id: '/sectors',
-  path: '/sectors',
+const ThemeHistoryRoute = ThemeHistoryRouteImport.update({
+  id: '/theme-history',
+  path: '/theme-history',
   getParentRoute: () => rootRouteImport,
 } as any)
 const HotMapRoute = HotMapRouteImport.update({
@@ -32,6 +35,21 @@ const HotMapRoute = HotMapRouteImport.update({
   path: '/hot-map',
   getParentRoute: () => rootRouteImport,
 } as any)
+const DashboardRoute = DashboardRouteImport.update({
+  id: '/dashboard',
+  path: '/dashboard',
+  getParentRoute: () => rootRouteImport,
+} as any)
+const CoreStocksRoute = CoreStocksRouteImport.update({
+  id: '/core-stocks',
+  path: '/core-stocks',
+  getParentRoute: () => rootRouteImport,
+} as any)
+const AiAnalysisRoute = AiAnalysisRouteImport.update({
+  id: '/ai-analysis',
+  path: '/ai-analysis',
+  getParentRoute: () => rootRouteImport,
+} as any)
 const IndexRoute = IndexRouteImport.update({
   id: '/',
   path: '/',
@@ -55,8 +73,11 @@ const ShareCodeRoute = ShareCodeRouteImport.update({
 
 export interface FileRoutesByFullPath {
   '/': typeof IndexRoute
+  '/ai-analysis': typeof AiAnalysisRoute
+  '/core-stocks': typeof CoreStocksRoute
+  '/dashboard': typeof DashboardRoute
   '/hot-map': typeof HotMapRoute
-  '/sectors': typeof SectorsRoute
+  '/theme-history': typeof ThemeHistoryRoute
   '/themes': typeof ThemesRoute
   '/share/$code': typeof ShareCodeRoute
   '/stock/$code': typeof StockCodeRoute
@@ -64,8 +85,11 @@ export interface FileRoutesByFullPath {
 }
 export interface FileRoutesByTo {
   '/': typeof IndexRoute
+  '/ai-analysis': typeof AiAnalysisRoute
+  '/core-stocks': typeof CoreStocksRoute
+  '/dashboard': typeof DashboardRoute
   '/hot-map': typeof HotMapRoute
-  '/sectors': typeof SectorsRoute
+  '/theme-history': typeof ThemeHistoryRoute
   '/themes': typeof ThemesRoute
   '/share/$code': typeof ShareCodeRoute
   '/stock/$code': typeof StockCodeRoute
@@ -74,8 +98,11 @@ export interface FileRoutesByTo {
 export interface FileRoutesById {
   __root__: typeof rootRouteImport
   '/': typeof IndexRoute
+  '/ai-analysis': typeof AiAnalysisRoute
+  '/core-stocks': typeof CoreStocksRoute
+  '/dashboard': typeof DashboardRoute
   '/hot-map': typeof HotMapRoute
-  '/sectors': typeof SectorsRoute
+  '/theme-history': typeof ThemeHistoryRoute
   '/themes': typeof ThemesRoute
   '/share/$code': typeof ShareCodeRoute
   '/stock/$code': typeof StockCodeRoute
@@ -85,8 +112,11 @@ export interface FileRouteTypes {
   fileRoutesByFullPath: FileRoutesByFullPath
   fullPaths:
     | '/'
+    | '/ai-analysis'
+    | '/core-stocks'
+    | '/dashboard'
     | '/hot-map'
-    | '/sectors'
+    | '/theme-history'
     | '/themes'
     | '/share/$code'
     | '/stock/$code'
@@ -94,8 +124,11 @@ export interface FileRouteTypes {
   fileRoutesByTo: FileRoutesByTo
   to:
     | '/'
+    | '/ai-analysis'
+    | '/core-stocks'
+    | '/dashboard'
     | '/hot-map'
-    | '/sectors'
+    | '/theme-history'
     | '/themes'
     | '/share/$code'
     | '/stock/$code'
@@ -103,8 +136,11 @@ export interface FileRouteTypes {
   id:
     | '__root__'
     | '/'
+    | '/ai-analysis'
+    | '/core-stocks'
+    | '/dashboard'
     | '/hot-map'
-    | '/sectors'
+    | '/theme-history'
     | '/themes'
     | '/share/$code'
     | '/stock/$code'
@@ -113,8 +149,11 @@ export interface FileRouteTypes {
 }
 export interface RootRouteChildren {
   IndexRoute: typeof IndexRoute
+  AiAnalysisRoute: typeof AiAnalysisRoute
+  CoreStocksRoute: typeof CoreStocksRoute
+  DashboardRoute: typeof DashboardRoute
   HotMapRoute: typeof HotMapRoute
-  SectorsRoute: typeof SectorsRoute
+  ThemeHistoryRoute: typeof ThemeHistoryRoute
   ThemesRoute: typeof ThemesRoute
   ShareCodeRoute: typeof ShareCodeRoute
   StockCodeRoute: typeof StockCodeRoute
@@ -130,11 +169,11 @@ declare module '@tanstack/react-router' {
       preLoaderRoute: typeof ThemesRouteImport
       parentRoute: typeof rootRouteImport
     }
-    '/sectors': {
-      id: '/sectors'
-      path: '/sectors'
-      fullPath: '/sectors'
-      preLoaderRoute: typeof SectorsRouteImport
+    '/theme-history': {
+      id: '/theme-history'
+      path: '/theme-history'
+      fullPath: '/theme-history'
+      preLoaderRoute: typeof ThemeHistoryRouteImport
       parentRoute: typeof rootRouteImport
     }
     '/hot-map': {
@@ -144,6 +183,27 @@ declare module '@tanstack/react-router' {
       preLoaderRoute: typeof HotMapRouteImport
       parentRoute: typeof rootRouteImport
     }
+    '/dashboard': {
+      id: '/dashboard'
+      path: '/dashboard'
+      fullPath: '/dashboard'
+      preLoaderRoute: typeof DashboardRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+    '/core-stocks': {
+      id: '/core-stocks'
+      path: '/core-stocks'
+      fullPath: '/core-stocks'
+      preLoaderRoute: typeof CoreStocksRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+    '/ai-analysis': {
+      id: '/ai-analysis'
+      path: '/ai-analysis'
+      fullPath: '/ai-analysis'
+      preLoaderRoute: typeof AiAnalysisRouteImport
+      parentRoute: typeof rootRouteImport
+    }
     '/': {
       id: '/'
       path: '/'
@@ -177,8 +237,11 @@ declare module '@tanstack/react-router' {
 
 const rootRouteChildren: RootRouteChildren = {
   IndexRoute: IndexRoute,
+  AiAnalysisRoute: AiAnalysisRoute,
+  CoreStocksRoute: CoreStocksRoute,
+  DashboardRoute: DashboardRoute,
   HotMapRoute: HotMapRoute,
-  SectorsRoute: SectorsRoute,
+  ThemeHistoryRoute: ThemeHistoryRoute,
   ThemesRoute: ThemesRoute,
   ShareCodeRoute: ShareCodeRoute,
   StockCodeRoute: StockCodeRoute,

src/routes/__root.tsx

@@ -1,6 +1,7 @@
 import * as React from 'react'
 import { Outlet, createRootRoute } from '@tanstack/react-router'
 import { Toaster } from 'sonner'
+import { ThemeToggle } from '../components/ThemeToggle'
 
 export const Route = createRootRoute({
   component: RootComponent,
@@ -11,6 +12,9 @@ function RootComponent() {
     <React.Fragment>
       <Outlet />
       <Toaster position="top-center" richColors />
+      <div className="fixed bottom-4 right-4 z-50">
+        <ThemeToggle />
+      </div>
     </React.Fragment>
   )
 }

src/routes/ai-analysis.tsx

@@ -0,0 +1,109 @@
+import * as React from "react";
+import { Link, createFileRoute } from "@tanstack/react-router";
+import { ArrowLeft, Clock, Loader2, AlertCircle, Wrench, Calendar } from "lucide-react";
+import { useQuery } from "@tanstack/react-query";
+import Markdown from "react-markdown";
+import remarkGfm from "remark-gfm";
+import { Mermaid } from "../components/Mermaid";
+import { fetchAiLatestReport } from "../lib/ai-analysis-api";
+import { Card, CardContent } from "../components/ui/card";
+
+export const Route = createFileRoute("/ai-analysis")({
+  component: AiAnalysisPage,
+});
+
+function AiAnalysisPage() {
+  const { data: report, isLoading, isError } = useQuery({
+    queryKey: ["ai-report-latest"],
+    queryFn: fetchAiLatestReport,
+    retry: false,
+  });
+
+  return (
+    <div className="min-h-screen bg-background text-foreground">
+      <div className="max-w-4xl mx-auto px-3 sm:px-4 py-4 sm:py-6">
+        {/* Header */}
+        <div className="flex items-center gap-2 sm:gap-3 mb-4 sm:mb-6">
+          <Link to="/" className="text-muted-foreground hover:text-foreground transition-colors">
+            <ArrowLeft className="h-5 w-5" />
+          </Link>
+          <h1 className="text-lg sm:text-xl md:text-2xl font-bold flex items-center gap-2">
+            <Calendar className="h-5 w-5 text-primary" />
+            AI 收盘分析
+          </h1>
+        </div>
+
+        {/* Content */}
+        {isLoading ? (
+          <div className="flex flex-col items-center gap-3 py-20">
+            <Loader2 className="h-6 w-6 animate-spin text-primary" />
+            <p className="text-sm text-muted-foreground">加载中...</p>
+          </div>
+        ) : isError || !report ? (
+          <div className="flex flex-col items-center gap-3 py-20">
+            <AlertCircle className="h-6 w-6 text-destructive" />
+            <p className="text-sm text-muted-foreground">暂无分析报告</p>
+            <p className="text-xs text-muted-foreground/60">请通过管理面板触发 AI 分析</p>
+          </div>
+        ) : (
+          <>
+            {/* Meta Info */}
+            <Card className="bg-card border-border mb-3 sm:mb-4">
+              <CardContent className="p-3 sm:p-4">
+                <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>
+                  <span>{report.tokens_used?.toLocaleString()} tokens</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" />
+                      {report.toolsUsed.length} 个工具
+                    </span>
+                  )}
+                </div>
+              </CardContent>
+            </Card>
+
+            {/* Report Content */}
+            <Card className="bg-card border-border">
+              <CardContent className="p-3 sm:p-4 md:p-6 ai-report-content">
+                <Markdown
+                  remarkPlugins={[remarkGfm]}
+                  components={{
+                    table({ children, ...props }) {
+                      return (
+                        <div className="overflow-x-auto -mx-3 sm:mx-0 px-3 sm:px-0">
+                          <table {...props}>{children}</table>
+                        </div>
+                      );
+                    },
+                    code({ className, children, ...props }) {
+                      const match = /language-(\w+)/.exec(className || "");
+                      if (match && match[1] === "mermaid") {
+                        return <Mermaid chart={String(children).replace(/\n$/, "")} />;
+                      }
+                      return (
+                        <code className={className} {...props}>
+                          {children}
+                        </code>
+                      );
+                    },
+                  }}
+                >
+                  {report.content}
+                </Markdown>
+              </CardContent>
+            </Card>
+
+            {/* Disclaimer */}
+            <p className="text-xs text-muted-foreground/60 text-center mt-4 sm:mt-6">
+              本报告由 AI 生成，仅供参考，不构成投资建议
+            </p>
+          </>
+        )}
+      </div>
+    </div>
+  );
+}

src/routes/core-stocks.tsx

@@ -0,0 +1,143 @@
+import { createFileRoute, Link } from "@tanstack/react-router";
+import { useQuery } from "@tanstack/react-query";
+import { Fragment } from "react";
+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" aria-label="返回">
+              <ArrowLeft className="h-5 w-5" />
+            </Link>
+            <h1 className="text-base font-semibold">热点股追踪</h1>
+          </div>
+          <button
+            onClick={() => refetch()}
+            className="text-muted-foreground hover:text-foreground transition-colors"
+            title="刷新"
+          >
+            <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
+          </button>
+        </div>
+      </header>
+
+      <div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
+        <p className="text-[10px] text-muted-foreground mb-2">
+          活跃热点股（最近 10 个交易日内上榜）· 按上榜次数排序 · 共 {stocks.length} 只
+        </p>
+
+        {isLoading ? (
+          <div className="animate-pulse rounded-xl bg-muted h-32" />
+        ) : dates.length === 0 || stocks.length === 0 ? (
+          <div className="text-center text-sm text-muted-foreground py-16">
+            暂无数据，数据将在每日收盘后自动采集
+          </div>
+        ) : (
+          <div className="overflow-x-auto rounded-xl border bg-card">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b bg-muted/50">
+                  <th scope="col" className="px-3 py-2 text-left font-medium whitespace-nowrap">股票</th>
+                  {dates.map((d) => (
+                    <th key={d} scope="col" title={d} className="px-2 py-2 text-right font-medium tabular-nums whitespace-nowrap">
+                      {d.slice(5)}
+                    </th>
+                  ))}
+                  <th scope="col" className="px-2 py-2 text-right font-medium" title="覆盖题材数">题材数</th>
+                  <th scope="col" className="px-2 py-2 text-right font-medium whitespace-nowrap">最近上榜</th>
+                  <th scope="col" className="px-2 py-2 text-right font-medium">上榜</th>
+                </tr>
+              </thead>
+              <tbody>
+                {stocks.map((s) => (
+                  <Fragment key={s.stockCode}>
+                    <tr className="border-b last:border-0 hover:bg-muted/30">
+                      <td className="px-3 py-1.5 whitespace-nowrap">
+                        <Link
+                          to="/stock/$code"
+                          params={{ code: s.stockCode }}
+                          className="font-medium hover:text-primary hover:underline"
+                        >
+                          {s.stockName}
+                        </Link>
+                        <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 ${cls}`}>
+                            {formatGain(g)}
+                          </td>
+                        );
+                      })}
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap text-muted-foreground">
+                        {s.coverCount ?? "·"}
+                      </td>
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap text-muted-foreground">
+                        {s.lastAppear ? s.lastAppear.slice(5) : "·"}
+                      </td>
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap">
+                        <span className="inline-flex items-center gap-0.5 text-orange-500">
+                          <Flame className="h-3 w-3" />
+                          {s.appearCount}
+                        </span>
+                      </td>
+                    </tr>
+                    <tr className="border-b bg-muted/20">
+                      <td colSpan={dates.length + 4} className="px-3 py-2">
+                        <div className="text-[11px] text-muted-foreground mb-1">所属题材</div>
+                        {s.themes && s.themes.length > 0 ? (
+                          <div className="flex flex-wrap gap-1">
+                            {s.themes.map((t) => (
+                              <Link
+                                key={t.theme_code}
+                                to="/theme/$code"
+                                params={{ code: t.theme_code }}
+                                className="px-1.5 py-0.5 rounded bg-primary/10 text-primary text-[11px] hover:bg-primary/20 transition-colors"
+                              >
+                                {t.theme_name}
+                              </Link>
+                            ))}
+                          </div>
+                        ) : (
+                          <span className="text-xs text-muted-foreground">暂无题材数据</span>
+                        )}
+                      </td>
+                    </tr>
+                  </Fragment>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

src/routes/dashboard.tsx

@@ -0,0 +1,485 @@
+import { createFileRoute, Link } from "@tanstack/react-router";
+import { useEffect, useState } from "react";
+import { useQuery } from "@tanstack/react-query";
+import {
+  fetchMarketDashboard,
+  type MarketDashboardData,
+  type MarketIndex,
+  type SectorStrengthItem,
+} from "@/lib/market-dashboard-api";
+import { formatMoney } from "@/lib/utils";
+import {
+  ArrowLeft,
+  RefreshCw,
+  BarChart3,
+  Thermometer,
+  Zap,
+  Newspaper,
+  TrendingUp,
+  Target,
+} from "lucide-react";
+
+export const Route = createFileRoute("/dashboard")({
+  component: DashboardPage,
+});
+
+function DashboardPage() {
+  const [autoRefresh, setAutoRefresh] = useState(false);
+
+  const { data, isLoading, isFetching, isError, refetch } = useQuery({
+    queryKey: ["market-dashboard"],
+    queryFn: fetchMarketDashboard,
+    staleTime: 15_000,
+    retry: false,
+  });
+
+  useEffect(() => {
+    if (!autoRefresh) return;
+    const timer = setInterval(() => refetch(), 30_000);
+    return () => clearInterval(timer);
+  }, [autoRefresh, refetch]);
+
+  return (
+    <div className="min-h-screen bg-background text-foreground">
+      {/* ── 顶栏 ── */}
+      <header className="sticky top-0 z-10 bg-background/95 backdrop-blur border-b border-border">
+        <div className="max-w-[1400px] mx-auto px-4 h-12 flex items-center justify-between">
+          <div className="flex items-center gap-3">
+            <Link to="/" className="text-muted-foreground hover:text-foreground transition-colors">
+              <ArrowLeft className="h-5 w-5" />
+            </Link>
+            <h1 className="text-base font-semibold">市场看板</h1>
+          </div>
+          <div className="flex items-center gap-3 text-xs text-muted-foreground">
+            {data?.updateTime && (
+              <span>行情时间 {data.updateTime}</span>
+            )}
+            <label className="flex items-center gap-1.5 cursor-pointer select-none">
+              <input
+                type="checkbox"
+                checked={autoRefresh}
+                onChange={(e) => setAutoRefresh(e.target.checked)}
+                className="w-3 h-3 rounded border-border bg-muted accent-primary"
+              />
+              自动刷新
+            </label>
+            <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>
+        </div>
+      </header>
+
+      {/* ── 主内容 ── */}
+      <main className="max-w-[1400px] mx-auto px-4 py-4">
+        {isLoading ? (
+          <DashboardSkeleton />
+        ) : isError ? (
+          <div className="flex flex-col items-center gap-3 py-20">
+            <p className="text-sm text-muted-foreground">数据加载失败</p>
+            <button onClick={() => refetch()} className="text-xs text-[#58a6ff] hover:underline">
+              点击重试
+            </button>
+          </div>
+        ) : data ? (
+          <div className="flex flex-col lg:flex-row gap-4">
+            {/* 左侧主区域 */}
+            <div className="flex-1 min-w-0 space-y-4">
+              {/* 指数行情 */}
+              <IndicesRow indices={data.indices} />
+
+              {/* 集合竞价信号 */}
+              {data.marketStats.auctionSignal && (
+                <AuctionSignalBar stats={data.marketStats} />
+              )}
+
+              {/* 市场温度 */}
+              <MarketTemperatureSection stats={data.marketStats} />
+
+              {/* 涨跌家数分布 */}
+              <AdvanceDeclineBar stats={data.marketStats} />
+
+              {/* 行业强度榜 */}
+              <SectorStrengthList sectors={data.sectorStrength} />
+
+              {/* 概念板块热度 */}
+              {data.conceptStrength.length > 0 && (
+                <ConceptStrengthList concepts={data.conceptStrength} />
+              )}
+            </div>
+
+            {/* 右侧事件栏 */}
+            <div className="w-full lg:w-72 shrink-0">
+              <EventSidebar events={data.events} />
+            </div>
+          </div>
+        ) : null}
+      </main>
+    </div>
+  );
+}
+
+/* ============================================================
+   指数行情卡片行（含估值）
+   ============================================================ */
+function IndicesRow({ indices }: { indices: MarketIndex[] }) {
+  return (
+    <div className="grid grid-cols-2 sm:grid-cols-3 lg:grid-cols-5 gap-3">
+      {indices.map((idx) => (
+        <IndexCard key={idx.code} index={idx} />
+      ))}
+    </div>
+  );
+}
+
+function IndexCard({ index }: { index: MarketIndex }) {
+  const isUp = index.changePct >= 0;
+  return (
+    <div className="bg-card border border-border rounded-lg p-3">
+      <div className="flex items-center justify-between mb-1">
+        <span className="text-xs text-muted-foreground truncate">{index.name}</span>
+        <span className="text-[10px] text-muted-foreground/50 tabular-nums">{index.code.replace(/\.(SH|SZ)$/, "")}</span>
+      </div>
+      <div className={`text-xl font-bold tabular-nums ${isUp ? "text-[#f85149]" : "text-[#3fb950]"}`}>
+        {index.price.toLocaleString("zh-CN", { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
+      </div>
+      <div className="flex items-center gap-2 mt-0.5">
+        <span className={`text-xs tabular-nums ${isUp ? "text-[#f85149]" : "text-[#3fb950]"}`}>
+          {isUp ? "+" : ""}{index.change.toFixed(2)}
+        </span>
+        <span className={`text-xs tabular-nums ${isUp ? "text-[#f85149]" : "text-[#3fb950]"}`}>
+          {isUp ? "+" : ""}{index.changePct.toFixed(2)}%
+        </span>
+      </div>
+    </div>
+  );
+}
+
+/* ============================================================
+   集合竞价信号条
+   ============================================================ */
+function AuctionSignalBar({ stats }: { stats: MarketDashboardData["marketStats"] }) {
+  const signal = stats.auctionSignal;
+  const color =
+    signal === "强势高开" ? "#f85149" :
+    signal === "偏强" ? "#f0883e" :
+    signal === "弱势低开" ? "#3fb950" :
+    signal === "偏弱" ? "#238636" :
+    "#d29922";
+
+  return (
+    <div className="bg-card border border-border rounded-lg px-4 py-2 flex items-center gap-3">
+      <Target className="h-4 w-4 shrink-0" style={{ color }} />
+      <span className="text-xs text-muted-foreground">竞价信号</span>
+      <span className="text-sm font-semibold" style={{ color }}>{signal}</span>
+      {stats.auction?.date && (
+        <span className="text-[10px] text-muted-foreground/50 ml-auto">{stats.auction.date}</span>
+      )}
+    </div>
+  );
+}
+
+/* ============================================================
+   市场温度
+   ============================================================ */
+function MarketTemperatureSection({ stats }: { stats: MarketDashboardData["marketStats"] }) {
+  const temp = stats.temperature;
+  const tempColor =
+    temp.score >= 80 ? "#f85149" :
+    temp.score >= 60 ? "#f0883e" :
+    temp.score >= 40 ? "#d29922" :
+    temp.score >= 20 ? "#3fb950" : "#58a6ff";
+
+  return (
+    <div className="bg-card border border-border rounded-lg p-4">
+      <div className="flex items-center justify-between mb-3">
+        <div className="flex items-center gap-2">
+          <Thermometer className="h-4 w-4 text-muted-foreground" />
+          <span className="text-sm font-medium">市场温度</span>
+        </div>
+        <div className="flex items-baseline gap-2">
+          <span className="text-3xl font-bold tabular-nums" style={{ color: tempColor }}>
+            {temp.score}
+          </span>
+          <span className="text-xs" style={{ color: tempColor }}>{temp.label}</span>
+        </div>
+      </div>
+
+      <div className="grid grid-cols-2 sm:grid-cols-3 lg:grid-cols-6 gap-3 text-xs">
+        <StatItem label="上涨 / 下跌" value={`${stats.upCount} / ${stats.downCount}`} />
+        <StatItem label="市场宽度" value={`${stats.marketBreadth}%`} />
+        <StatItem label="中位涨跌" value={`${stats.medianChange >= 0 ? "+" : ""}${stats.medianChange.toFixed(2)}%`}
+          valueColor={stats.medianChange >= 0 ? "#f85149" : "#3fb950"} />
+        <StatItem label="强势 / 弱势" value={`${stats.strongCount} / ${stats.weakCount}`} />
+        <StatItem label="涨停 / 跌停" value={`${stats.limitUp} / ${stats.limitDown}`}
+          valueColor={stats.limitUp > 0 ? "#f85149" : "#8b949e"} />
+        <StatItem label="炸板 / 炸板率" value={`${stats.limitBreak} / ${stats.breakRate}%`}
+          valueColor={stats.breakRate > 30 ? "#f0883e" : "#8b949e"} />
+      </div>
+
+      {/* 温度因子明细 */}
+      {temp.factors && (
+        <div className="mt-3 pt-2 border-t border-border flex flex-wrap gap-x-4 gap-y-1 text-[10px] text-muted-foreground/50">
+          <span>涨跌 {temp.factors.advanceScore > 0 ? "+" : ""}{temp.factors.advanceScore}</span>
+          <span>中位 {temp.factors.medianScore > 0 ? "+" : ""}{temp.factors.medianScore}</span>
+          <span>强弱 {temp.factors.strongScore > 0 ? "+" : ""}{temp.factors.strongScore}</span>
+          <span>涨停 {temp.factors.limitScore > 0 ? "+" : ""}{temp.factors.limitScore}</span>
+          <span>炸板 {temp.factors.breakPenalty}</span>
+          <span>竞价 {temp.factors.auctionBonus > 0 ? "+" : ""}{temp.factors.auctionBonus}</span>
+        </div>
+      )}
+    </div>
+  );
+}
+
+function StatItem({ label, value, valueColor }: { label: string; value: string; valueColor?: string }) {
+  return (
+    <div>
+      <div className="text-[10px] text-muted-foreground/50 mb-0.5">{label}</div>
+      <div className="text-sm font-medium tabular-nums" style={valueColor ? { color: valueColor } : undefined}>
+        {value}
+      </div>
+    </div>
+  );
+}
+
+/* ============================================================
+   涨跌家数分布
+   ============================================================ */
+function AdvanceDeclineBar({ stats }: { stats: MarketDashboardData["marketStats"] }) {
+  const total = stats.upCount + stats.flatCount + stats.downCount;
+  if (total === 0) return null;
+
+  const upPct = (stats.upCount / total) * 100;
+  const flatPct = (stats.flatCount / total) * 100;
+  const downPct = (stats.downCount / total) * 100;
+
+  return (
+    <div className="bg-card border border-border rounded-lg p-4">
+      <div className="flex items-center justify-between mb-3">
+        <div className="flex items-center gap-2">
+          <BarChart3 className="h-4 w-4 text-muted-foreground" />
+          <span className="text-sm font-medium">涨跌家数分布</span>
+        </div>
+        <span className="text-[10px] text-muted-foreground/50">
+          涨停 {stats.limitUp}　炸板 {stats.limitBreak}　跌停 {stats.limitDown}　共 {total} 只
+        </span>
+      </div>
+
+      <div className="h-5 rounded-full overflow-hidden flex mb-2">
+        <div className="h-full bg-[#f85149] transition-all duration-500" style={{ width: `${upPct}%` }} />
+        <div className="h-full bg-[#484f58] transition-all duration-500" style={{ width: `${flatPct}%` }} />
+        <div className="h-full bg-[#3fb950] transition-all duration-500" style={{ width: `${downPct}%` }} />
+      </div>
+
+      <div className="flex items-center gap-4 text-xs">
+        <div className="flex items-center gap-1.5">
+          <span className="w-2 h-2 rounded-full bg-[#f85149]" />
+          <span className="text-muted-foreground">上涨</span>
+          <span className="font-medium tabular-nums">{stats.upCount}</span>
+        </div>
+        <div className="flex items-center gap-1.5">
+          <span className="w-2 h-2 rounded-full bg-[#484f58]" />
+          <span className="text-muted-foreground">平盘</span>
+          <span className="font-medium tabular-nums">{stats.flatCount}</span>
+        </div>
+        <div className="flex items-center gap-1.5">
+          <span className="w-2 h-2 rounded-full bg-[#3fb950]" />
+          <span className="text-muted-foreground">下跌</span>
+          <span className="font-medium tabular-nums">{stats.downCount}</span>
+        </div>
+      </div>
+    </div>
+  );
+}
+
+/* ============================================================
+   行业强度榜
+   ============================================================ */
+function SectorStrengthList({ sectors }: { sectors: SectorStrengthItem[] }) {
+  if (sectors.length === 0) return null;
+
+  return (
+    <div className="bg-card border border-border rounded-lg p-4">
+      <div className="flex items-center justify-between mb-3">
+        <div className="flex items-center gap-2">
+          <Zap className="h-4 w-4 text-muted-foreground" />
+          <span className="text-sm font-medium">行业强度榜 TOP{sectors.length}</span>
+        </div>
+      </div>
+
+      <div className="space-y-2">
+        {sectors.slice(0, 15).map((sec) => (
+          <SectorRow key={sec.code} sector={sec} />
+        ))}
+      </div>
+    </div>
+  );
+}
+
+function SectorRow({ sector }: { sector: SectorStrengthItem }) {
+  const barWidth = Math.max(0, Math.min(100, sector.strength));
+  const isUp = sector.changePct >= 0;
+
+  return (
+    <div className="flex items-center gap-3">
+      <span className="text-xs w-20 shrink-0 truncate" title={sector.name}>{sector.name}</span>
+      <div className="flex-1 h-4 bg-background rounded-sm overflow-hidden relative">
+        <div
+          className="h-full rounded-sm transition-all duration-500"
+          style={{
+            width: `${barWidth}%`,
+            background: isUp
+              ? "linear-gradient(90deg, #1f6feb, #58a6ff)"
+              : "linear-gradient(90deg, #238636, #3fb950)",
+          }}
+        />
+      </div>
+      <div className="flex items-center gap-2 shrink-0 text-[10px] tabular-nums w-44 justify-end">
+        <span className="text-muted-foreground">强度 {sector.strength}</span>
+        <span className={isUp ? "text-[#f85149]" : "text-[#3fb950]"}>
+          {isUp ? "+" : ""}{sector.changePct.toFixed(2)}%
+        </span>
+        <span className="text-muted-foreground">宽度 {sector.breadthPct}%</span>
+        <span className="text-muted-foreground">强 {sector.strongCount}</span>
+      </div>
+    </div>
+  );
+}
+
+/* ============================================================
+   概念板块热度
+   ============================================================ */
+function ConceptStrengthList({ concepts }: { concepts: MarketDashboardData["conceptStrength"] }) {
+  if (concepts.length === 0) return null;
+
+  return (
+    <div className="bg-card border border-border rounded-lg p-4">
+      <div className="flex items-center justify-between mb-3">
+        <div className="flex items-center gap-2">
+          <TrendingUp className="h-4 w-4 text-muted-foreground" />
+          <span className="text-sm font-medium">概念板块热度 TOP{concepts.length}</span>
+        </div>
+      </div>
+
+      <div className="flex flex-wrap gap-2">
+        {concepts.map((c) => {
+          const isUp = c.changePct >= 0;
+          return (
+            <span
+              key={c.code}
+              className={`inline-flex items-center gap-1.5 px-2 py-1 rounded text-xs border ${
+                isUp
+                  ? "text-[#f85149] bg-[#f85149]/5 border-[#f85149]/20"
+                  : "text-[#3fb950] bg-[#3fb950]/5 border-[#3fb950]/20"
+              }`}
+            >
+              <span className="truncate max-w-[80px]">{c.name}</span>
+              <span className="tabular-nums font-medium">
+                {isUp ? "+" : ""}{c.changePct.toFixed(2)}%
+              </span>
+            </span>
+          );
+        })}
+      </div>
+    </div>
+  );
+}
+
+/* ============================================================
+   事件情报侧栏
+   ============================================================ */
+function EventSidebar({ events }: { events: MarketDashboardData["events"] }) {
+  return (
+    <div className="bg-card border border-border rounded-lg p-4">
+      <div className="flex items-center gap-2 mb-3">
+        <Newspaper className="h-4 w-4 text-muted-foreground" />
+        <span className="text-sm font-medium">事件情报</span>
+      </div>
+
+      <div className="space-y-3">
+        {events.length === 0 ? (
+          <p className="text-xs text-muted-foreground/50">暂无事件</p>
+        ) : (
+          events.map((evt, i) => (
+            <EventItem key={i} event={evt} />
+          ))
+        )}
+      </div>
+    </div>
+  );
+}
+
+function EventItem({ event }: { event: MarketDashboardData["events"][0] }) {
+  const labelColor =
+    event.type === "ladder" ? "text-[#f85149] bg-[#f85149]/10 border-[#f85149]/30" :
+    event.type === "limit_up" ? "text-[#f0883e] bg-[#f0883e]/10 border-[#f0883e]/30" :
+    event.type === "hot" ? "text-[#d29922] bg-[#d29922]/10 border-[#d29922]/30" :
+    event.type === "skyrocket" ? "text-[#f778ba] bg-[#f778ba]/10 border-[#f778ba]/30" :
+    event.type === "dragon_tiger" ? "text-[#a371f7] bg-[#a371f7]/10 border-[#a371f7]/30" :
+    event.type === "limit_break" ? "text-muted-foreground bg-[#8b949e]/10 border-[#8b949e]/30" :
+    event.type === "anomaly" ? "text-[#58a6ff] bg-[#58a6ff]/10 border-[#58a6ff]/30" :
+    "text-muted-foreground bg-[#8b949e]/10 border-[#8b949e]/30";
+
+  return (
+    <div className="border-l-2 border-border pl-3">
+      <div className="flex items-center gap-2 mb-0.5">
+        <span className={`text-[9px] font-medium px-1 py-0.5 rounded border ${labelColor}`}>
+          {event.label}
+        </span>
+      </div>
+      <p className="text-xs text-foreground leading-relaxed">{event.name}</p>
+      {event.detail && (
+        <p className="text-[10px] text-muted-foreground/50 mt-0.5">{event.detail}</p>
+      )}
+    </div>
+  );
+}
+
+/* ============================================================
+   骨架屏
+   ============================================================ */
+function DashboardSkeleton() {
+  return (
+    <div className="space-y-4">
+      <div className="grid grid-cols-2 sm:grid-cols-3 lg:grid-cols-5 gap-3">
+        {Array.from({ length: 5 }).map((_, i) => (
+          <div key={i} className="bg-card border border-border rounded-lg p-3 animate-pulse">
+            <div className="h-3 w-16 bg-muted rounded mb-2" />
+            <div className="h-6 w-24 bg-muted rounded mb-1" />
+            <div className="h-3 w-20 bg-muted rounded" />
+          </div>
+        ))}
+      </div>
+      <div className="bg-card border border-border rounded-lg p-4 animate-pulse">
+        <div className="h-5 w-24 bg-muted rounded mb-4" />
+        <div className="grid grid-cols-3 gap-3">
+          {Array.from({ length: 6 }).map((_, i) => (
+            <div key={i}>
+              <div className="h-2 w-16 bg-muted rounded mb-1" />
+              <div className="h-4 w-12 bg-muted rounded" />
+            </div>
+          ))}
+        </div>
+      </div>
+      <div className="bg-card border border-border rounded-lg p-4 animate-pulse">
+        <div className="h-5 w-32 bg-muted rounded mb-3" />
+        <div className="h-5 w-full bg-muted rounded-full" />
+      </div>
+      <div className="bg-card border border-border rounded-lg p-4 animate-pulse">
+        <div className="h-5 w-40 bg-muted rounded mb-3" />
+        {Array.from({ length: 8 }).map((_, i) => (
+          <div key={i} className="flex items-center gap-3 mb-2">
+            <div className="h-3 w-16 bg-muted rounded" />
+            <div className="flex-1 h-4 bg-muted rounded" />
+            <div className="h-3 w-24 bg-muted rounded" />
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

src/routes/hot-map.tsx

@@ -35,6 +35,10 @@ const MODES: { key: 1 | 4; label: string }[] = [
 /* 图视图股票节点上限：按覆盖题材数降序保留最高穿透度的核心股 */
 const MAX_STOCK_NODES = 800;
 
+/* 题材节点半径范围：按题材涨幅绝对值平方根映射（涨得越猛球越大，小涨幅区分更明显） */
+const THEME_MIN_RADIUS = 6;
+const THEME_MAX_RADIUS = 30;
+
 /* 视图切换：关系图 / 核心股列表 */
 type ViewMode = "graph" | "list";
 
@@ -48,7 +52,7 @@ function HotMapPage() {
 
   const { data: graph, isLoading, isFetching, isError, refetch } = useQuery({
     queryKey: ["themeGraph", mode],
-    queryFn: () => fetchThemeGraph(mode, 50),
+    queryFn: () => fetchThemeGraph(mode, 100),
     staleTime: 60_000,
     retry: false,
   });
@@ -114,6 +118,13 @@ function HotMapPage() {
             >
               <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
             </button>
+            <Link
+              to="/core-stocks"
+              className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity whitespace-nowrap"
+            >
+              <Flame className="h-3.5 w-3.5" />
+              热点股
+            </Link>
           </div>
         </div>
 
@@ -265,6 +276,8 @@ interface SimNode extends SimulationNodeDatum {
   f100?: string;
   themeCodes?: string[];
   code?: string;
+  // theme 专属
+  bf3?: number | null; // 题材涨幅
 }
 
 interface SimEdge extends SimulationLinkDatum<SimNode> {
@@ -351,12 +364,20 @@ function drawEdges(ctx: CanvasRenderingContext2D, edges: SimEdge[], activeSet: S
   ctx.globalAlpha = 1;
 }
 
-/** 股票节点：覆盖数分级颜色 + 外圈淡填充 + 描边 + 内实心 */
+/* 心跳周期 ms；0~1 相位，0 最小 / 0.5 最大 */
+const PULSE_PERIOD = 900;
+const PULSE_AMPLITUDE = 0.22; // 心跳半径脉动幅度(相对半径)
+
+/**
+ * 股票节点：覆盖数分级颜色 + 心跳(≥5题材) + 涨跌光晕 + 描边 + 内实心
+ * time(ms) 由持续动画循环驱动；非动画源(t=0)时心跳相位取 0 的静止态。
+ */
 function drawStockNodes(
   ctx: CanvasRenderingContext2D,
   nodes: SimNode[],
   activeSet: Set<string> | null,
   activeId: string | null,
+  time: number,
 ) {
   for (const n of nodes) {
     if (n.type !== "stock") continue;
@@ -364,30 +385,59 @@ function drawStockNodes(
     const isActive = activeId === n.id;
     const dim = activeSet ? !activeSet.has(n.id) : false;
     const alpha = dim ? 0.08 : cover === 1 && !isActive ? 0.45 : 1;
-    const r = isActive ? n.radius + 3 : n.radius;
-    const fill = cover >= 7 ? "#dc2626" : cover >= 5 ? "#ef4444" : "#f97316";
     const x = n.x ?? 0;
     const y = n.y ?? 0;
-    // 外圈淡填充
+    const isPos = (n.f3 ?? 0) >= 0;
+
+    // 心跳：覆盖≥5 的核心股按正弦脉动半径（相位在 0 时静止，避免动画源缺省导致闪烁）
+    const heartbeat = cover >= 5 ? 0.5 + 0.5 * Math.sin((time / PULSE_PERIOD) * TAU - Math.PI / 2) : 0;
+    const r = isActive ? n.radius + 3 : n.radius;
+    const pr = r * (1 + heartbeat * PULSE_AMPLITUDE);
+
+    // 涨跌光晕：所有股票统一强度(不随覆盖数 alpha 衰减)，随心跳脉动，正=红 / 负=绿
+    const glowColor = isPos ? "rgba(239,68,68," : "rgba(34,197,94,"; // 红/绿
+    const glowR = pr * 1.9;
+    const glow = ctx.createRadialGradient(x, y, pr * 0.2, x, y, glowR);
+    glow.addColorStop(0, `${glowColor}${dim ? 0.06 : 0.5})`);
+    glow.addColorStop(1, `${glowColor}0)`);
     ctx.beginPath();
-    ctx.arc(x, y, r, 0, TAU);
+    ctx.arc(x, y, glowR, 0, TAU);
+    ctx.fillStyle = glow;
+    ctx.globalAlpha = 1;
+    ctx.fill();
+
+    if (isPos) {
+      // 涨：外圈淡填充 + 分级描边 + 内实心（覆盖数越多越红）
+      const fill = cover >= 7 ? "#dc2626" : cover >= 5 ? "#ef4444" : "#f97316";
+      ctx.beginPath();
+      ctx.arc(x, y, pr, 0, TAU);
       ctx.fillStyle = fill;
       ctx.globalAlpha = 0.35 * alpha;
       ctx.fill();
-    // 描边
       ctx.strokeStyle = cover >= 2 ? "#f59e0b" : "#94a3b8";
       ctx.lineWidth = cover >= 2 ? (cover >= 4 ? 2 : 1.5) : 0.5;
       ctx.globalAlpha = alpha;
       ctx.stroke();
-    // 内实心
       ctx.beginPath();
-    ctx.arc(x, y, n.radius, 0, TAU);
+      ctx.arc(x, y, pr, 0, TAU);
       ctx.globalAlpha = (cover >= 2 ? 0.9 : 0.55) * alpha;
       ctx.fill();
+    } else {
+      // 跌：绿色空心球（仅描边，内部淡绿留白）
+      ctx.beginPath();
+      ctx.arc(x, y, pr, 0, TAU);
+      ctx.strokeStyle = "#22c55e";
+      ctx.lineWidth = 2;
+      ctx.globalAlpha = dim ? 0.15 : 1;
+      ctx.stroke();
+      ctx.fillStyle = "#22c55e";
+      ctx.globalAlpha = dim ? 0.02 : 0.1;
+      ctx.fill();
+    }
     // 选中外环
     if (isActive) {
       ctx.beginPath();
-      ctx.arc(x, y, n.radius + 3, 0, TAU);
+      ctx.arc(x, y, pr + 3, 0, TAU);
       ctx.globalAlpha = alpha;
       ctx.strokeStyle = cover >= 2 ? "#f59e0b" : "#94a3b8";
       ctx.lineWidth = 1;
@@ -397,7 +447,7 @@ function drawStockNodes(
   ctx.globalAlpha = 1;
 }
 
-/** 题材节点：蓝色圆点 */
+/** 题材节点：涨幅正蓝负绿，大小按涨幅绝对值映射 */
 function drawThemeNodes(
   ctx: CanvasRenderingContext2D,
   nodes: SimNode[],
@@ -409,14 +459,32 @@ function drawThemeNodes(
     const isActive = activeId === n.id;
     const dim = activeSet ? !activeSet.has(n.id) : false;
     const r = isActive ? n.radius + 3 : n.radius;
+    const isPos = (n.bf3 ?? 0) >= 0;
     ctx.beginPath();
     ctx.arc(n.x ?? 0, n.y ?? 0, r, 0, TAU);
-    ctx.fillStyle = isActive ? "#2563eb" : "#3b82f6";
+    // 正涨幅：蓝色实心；负涨幅：蓝色空心
+    ctx.strokeStyle = "#3b82f6";
+    ctx.lineWidth = isPos ? 1.5 : 2;
+    if (isPos) {
+      ctx.fillStyle = "#3b82f6";
       ctx.globalAlpha = dim ? 0.15 : 1;
       ctx.fill();
-    ctx.strokeStyle = "#1d4ed8";
-    ctx.lineWidth = 1.5;
+    } else {
+      // 空心：仅描边，内部留白
+      ctx.fillStyle = "#3b82f6";
+      ctx.globalAlpha = dim ? 0.05 : 0.15;
+      ctx.fill();
+      ctx.globalAlpha = dim ? 0.15 : 0.6;
+    }
     ctx.stroke();
+    // 选中外环
+    if (isActive) {
+      ctx.beginPath();
+      ctx.arc(n.x ?? 0, n.y ?? 0, r + 3, 0, TAU);
+      ctx.strokeStyle = "#60a5fa";
+      ctx.lineWidth = 1;
+      ctx.stroke();
+    }
   }
   ctx.globalAlpha = 1;
 }
@@ -453,7 +521,8 @@ function drawThemeLabels(
     if (n.type !== "theme") continue;
     if (!showAll && activeId !== n.id) continue;
     const label = isCoarse ? (n.name.length > 5 ? n.name.slice(0, 5) + "…" : n.name) : n.name;
-    haloText(ctx, label, n.x ?? 0, (n.y ?? 0) + n.radius + 11, isCoarse ? 7.5 : 9, "#1e40af");
+    const labelColor = (n.bf3 ?? 0) >= 0 ? "#1e40af" : "#15803d";
+    haloText(ctx, label, n.x ?? 0, (n.y ?? 0) + n.radius + 11, isCoarse ? 7.5 : 9, labelColor);
   }
 }
 
@@ -486,6 +555,8 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
   const simRunningRef = useRef(false);
   const fitOnceRef = useRef(false);
   const rafRef = useRef(0);
+  const timeRef = useRef(0); // 动画时钟(ms)，心跳/光晕脉动用
+  const pulseStartRef = useRef(0); // 持续动画起始时间戳(ms)
   const pointersRef = useRef(new Map<number, { x: number; y: number }>());
   const gestureRef = useRef<Gesture>({ kind: "none" });
 
@@ -511,19 +582,20 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     if (activeSet) {
       // 高亮态：全量重绘（邻居亮、非邻居淡出）
       drawEdges(ctx, edges, activeSet);
-      drawStockNodes(ctx, nodes, activeSet, activeId);
+      drawStockNodes(ctx, nodes, activeSet, activeId, timeRef.current);
       drawThemeNodes(ctx, nodes, activeSet, activeId);
       drawActiveNodeLabel(ctx, activeNodeRef.current, isCoarse);
     } else {
       const b = boundsRef.current;
       const sc = staticCanvasRef.current;
       if (staticReadyRef.current && sc && b.w > 0 && b.h > 0 && v.k < 1.5) {
-        // 静止态：drawImage 静态层 + 动态层
+        // 静止态：静态层（边+题材）+ 动态层重绘股票（心跳/光晕动画）
         ctx.drawImage(sc, b.minX, b.minY, b.w, b.h);
+        drawStockNodes(ctx, nodes, null, null, timeRef.current);
       } else {
         // 模拟期或大比例放大：直接全量绘制（保证清晰）
         drawEdges(ctx, edges, null);
-        drawStockNodes(ctx, nodes, null, null);
+        drawStockNodes(ctx, nodes, null, null, timeRef.current);
         drawThemeNodes(ctx, nodes, null, null);
       }
     }
@@ -570,7 +642,7 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     sctx.setTransform(sw / w, 0, 0, sh / h, 0, 0);
     sctx.translate(-minX2, -minY2);
     drawEdges(sctx, edges, null);
-    drawStockNodes(sctx, nodes, null, null);
+    // 股票节点不在静态层：需常驻重绘以支持心跳/光晕动画
     drawThemeNodes(sctx, nodes, null, null);
     staticReadyRef.current = true;
     boundsRef.current = { minX: minX2, minY: minY2, w, h };
@@ -627,6 +699,19 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     return () => ro.disconnect();
   }, [requestRender]);
 
+  /* 持续动画循环：心跳 + 光晕脉动。力收敛后常驻 rAF，仅更新时间与触发重绘 */
+  useEffect(() => {
+    pulseStartRef.current = performance.now();
+    let anim = 0;
+    const loop = () => {
+      timeRef.current = performance.now() - pulseStartRef.current;
+      requestRender();
+      anim = requestAnimationFrame(loop);
+    };
+    anim = requestAnimationFrame(loop);
+    return () => cancelAnimationFrame(anim);
+  }, [requestRender]);
+
   /* 节点过滤 + 边重建（后端不再下发 edges，由 stocks[].themeCodes 重建） */
   const { nodes, edges, stockById } = useMemo(() => {
     if (!graph) return { nodes: [] as SimNode[], edges: [] as SimEdge[], stockById: new Map<string, GraphStock>() };
@@ -645,16 +730,24 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
       f62: s.f62,
       f100: s.f100,
       themeCodes: s.themeCodes,
-      radius: Math.min(18, 4 + s.coverCount * 1.3),
+      // 基础半径来自覆盖数，涨幅绝对值作增量：涨得猛/跌得深球更大
+      radius: Math.min(20, 3 + s.coverCount * 1.2 + (Math.abs(s.f3 ?? 0) / 10) * 4),
     }));
-    const themeNodes: SimNode[] = graph.themes.map((t) => ({
+    // 题材涨幅绝对值作为球大小的归一化基准（兜底 ≥1 防除零）
+    const maxAbsBf3 = Math.max(1, ...graph.themes.map((t) => Math.abs(t.bf3 ?? 0)));
+    const themeNodes: SimNode[] = graph.themes.map((t) => {
+      const bf3 = t.bf3 ?? 0;
+      return {
         id: `t:${t.themeCode}`,
         type: "theme" as const,
         name: t.themeName,
         code: t.themeCode,
         coverCount: t.stockCount,
-      radius: 10,
-    }));
+        bf3: t.bf3,
+        // 平方根映射：同一个小涨幅区间内球径差异更大（线性映射被极端涨幅拉平均）
+        radius: THEME_MIN_RADIUS + Math.sqrt(Math.abs(bf3) / maxAbsBf3) * (THEME_MAX_RADIUS - THEME_MIN_RADIUS),
+      };
+    });
     const edgeList: SimEdge[] = buildEdgesFromStocks(kept);
 
     const stockByIdMap = new Map<string, GraphStock>();
@@ -722,9 +815,9 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
       )
       .force("charge", forceManyBody<SimNode>().strength((d) => (d.type === "theme" ? -650 : -35)))
       .force("center", forceCenter(size.w / 2, size.h / 2))
-      // 题材节点留出标签高度防文字重叠（标签在节点下方）
+      // 题材节点留出标签高度防文字重叠（标签在节点下方）；股票节点留 6px 最小间隔
       .force("collide", forceCollide<SimNode>().radius((d) =>
-        d.type === "theme" ? d.radius + (isCoarse ? 20 : 16) : d.radius + 4,
+        d.type === "theme" ? d.radius + (isCoarse ? 20 : 16) : d.radius + 6,
       ));
 
     simRunningRef.current = true;
@@ -1000,6 +1093,11 @@ function InfoCard({ node, stockById }: { node: SimNode; stockById: Map<string, G
       ) : (
         <>
           <p className="font-semibold">{node.name}</p>
+          {node.bf3 != null && (
+            <p className={`text-xs font-bold ${node.bf3 >= 0 ? "text-blue-600" : "text-green-600"}`}>
+              {node.bf3 >= 0 ? "+" : ""}{node.bf3.toFixed(2)}%
+            </p>
+          )}
           <p className="text-[10px] text-muted-foreground">代码 {node.code} · {node.coverCount} 只股票</p>
         </>
       )}
@@ -1058,6 +1156,11 @@ function BottomSheet({
           ) : (
             <>
               <p className="font-semibold text-sm">{node.name}</p>
+              {node.bf3 != null && (
+                <p className={`text-xs font-bold mt-0.5 ${node.bf3 >= 0 ? "text-blue-600" : "text-green-600"}`}>
+                  {node.bf3 >= 0 ? "+" : ""}{node.bf3.toFixed(2)}%
+                </p>
+              )}
               <p className="text-[10px] text-muted-foreground mt-0.5">
                 代码 {node.code} · 覆盖 {node.coverCount} 只股票
               </p>
@@ -1104,7 +1207,11 @@ function Legend({ maxCover, compact }: { maxCover: number; compact: boolean }) {
         </span>
         <span className="inline-flex items-center gap-1">
           <span className="inline-block rounded-full bg-blue-500" style={{ width: 8, height: 8 }} />
-          题材
+          题材涨
+        </span>
+        <span className="inline-flex items-center gap-1">
+          <span className="inline-block rounded-full border-2 border-blue-500" style={{ width: 8, height: 8 }} />
+          题材跌
         </span>
       </div>
     );
@@ -1124,8 +1231,13 @@ function Legend({ maxCover, compact }: { maxCover: number; compact: boolean }) {
       </div>
       <div className="flex items-center gap-2 pt-1 border-t border-border/40">
         <span className="inline-block rounded-full bg-blue-500" style={{ width: 10, height: 10 }} />
-        <span>题材节点</span>
+        <span>题材 · 涨幅为正</span>
       </div>
+      <div className="flex items-center gap-2">
+        <span className="inline-block rounded-full border-2 border-blue-500" style={{ width: 10, height: 10 }} />
+        <span>题材 · 涨幅为负</span>
+      </div>
+      <div className="text-[9px] text-muted-foreground pt-0.5">球大小随涨幅绝对值增大</div>
     </div>
   );
 }

src/routes/index.tsx

@@ -10,7 +10,7 @@ import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogTrigger } from
 import { AlertDialog, AlertDialogAction, AlertDialogCancel, AlertDialogContent, AlertDialogDescription, AlertDialogFooter, AlertDialogHeader, AlertDialogTitle } from "@/components/ui/alert-dialog";
 import { Label } from "@/components/ui/label";
 import { Textarea } from "@/components/ui/textarea";
-import { Search, Plus, Share2, Trash2, TrendingUp, Loader2, Flame, Network } from "lucide-react";
+import { Search, Plus, Share2, Trash2, TrendingUp, Loader2, Flame, Network, BarChart3, BrainCircuit } from "lucide-react";
 import { toast } from "sonner";
 
 export const Route = createFileRoute("/")({
@@ -211,11 +211,11 @@ function Index() {
             A股走势追踪
           </h1>
           <p className="text-sm md:text-base text-muted-foreground">创建股票集合，分享历史走势</p>
-          <div className="mt-3 flex items-center justify-center gap-2">
-            <Link to="/sectors">
+          <div className="mt-3 flex flex-wrap items-center justify-center gap-2">
+            <Link to="/dashboard">
               <Button variant="outline" size="sm" className="gap-1.5 text-xs">
-                <TrendingUp className="h-3.5 w-3.5" />
-                板块资金流向
+                <BarChart3 className="h-3.5 w-3.5" />
+                市场看板
               </Button>
             </Link>
             <Link to="/themes">
@@ -230,6 +230,12 @@ function Index() {
                 热点穿透
               </Button>
             </Link>
+            <Link to="/ai-analysis">
+              <Button variant="outline" size="sm" className="gap-1.5 text-xs">
+                <BrainCircuit className="h-3.5 w-3.5" />
+                AI 分析
+              </Button>
+            </Link>
           </div>
         </div>
 

src/routes/sectors.tsx

@@ -1,366 +0,0 @@
-import { createFileRoute, Link } from "@tanstack/react-router";
-import { useMemo, useState } from "react";
-import { useQuery, useQueryClient } from "@tanstack/react-query";
-import { fetchSectors, type SectorItem, type SectorType } from "@/lib/stock-api";
-import { formatMoney } from "@/lib/utils";
-import { Card, CardContent } from "@/components/ui/card";
-import {
-  ArrowLeft,
-  RefreshCw,
-  ArrowDown,
-  ArrowUp,
-  TrendingUp,
-  TrendingDown,
-} from "lucide-react";
-
-export const Route = createFileRoute("/sectors")({
-  component: SectorsPage,
-});
-
-/* ============================================================
-   Tab 定义：行业 / 概念
-   ============================================================ */
-const TABS: { key: SectorType; label: string }[] = [
-  { key: "industry", label: "行业" },
-  { key: "concept", label: "概念" },
-];
-
-/* ============================================================
-   排序维度
-   ============================================================ */
-type SortKey = "mainNetInflow" | "mainNetInflowPercent";
-
-const SORT_LABEL: Record<SortKey, string> = {
-  mainNetInflow: "资金",
-  mainNetInflowPercent: "涨幅",
-};
-
-/* ============================================================
-   页面组件
-   ============================================================ */
-function SectorsPage() {
-  const queryClient = useQueryClient();
-  const [tab, setTab] = useState<SectorType>("industry");
-  const [sortKey, setSortKey] = useState<SortKey>("mainNetInflow");
-  const [asc, setAsc] = useState(true); // 默认升序
-
-  // ── 行业 / 概念各自独立 Query，缓存完全隔离 ──
-  const industryQ = useQuery({
-    queryKey: ["sectors", "industry"],
-    queryFn: ({ signal }) => fetchSectors("industry", signal),
-    staleTime: 30_000,
-    retry: false,
-  });
-  const conceptQ = useQuery({
-    queryKey: ["sectors", "concept"],
-    queryFn: ({ signal }) => fetchSectors("concept", signal),
-    staleTime: 30_000,
-    retry: false,
-  });
-
-  // 当前激活的 tab 查询
-  const activeQuery = tab === "industry" ? industryQ : conceptQ;
-  const { isLoading, isFetching, isError, refetch } = activeQuery;
-
-  /* ═══════════════════════════════════════════════════════
-     三层数据分离：缓存 → 排序 → 展示
-     ═══════════════════════════════════════════════════════ */
-
-  // ① 缓存数据 — React Query 从后端拿到的原始数据
-  const cachedData: SectorItem[] = activeQuery.data ?? [];
-
-  // ② 排序数据 — 按当前排序规则在内存中重排
-  const sortedData = useMemo<SectorItem[]>(() => {
-    const dir = asc ? 1 : -1;
-    return [...cachedData].sort((a, b) => {
-      const av =
-        sortKey === "mainNetInflow"
-          ? a.mainNetInflow
-          : (a.mainNetInflowPercent ?? -Infinity);
-      const bv =
-        sortKey === "mainNetInflow"
-          ? b.mainNetInflow
-          : (b.mainNetInflowPercent ?? -Infinity);
-      return (bv - av) * dir;
-    });
-  }, [cachedData, sortKey, asc]);
-
-  // ③ 展示数据 — 最终渲染的数据集（当前即排序数据，后续可加分页截断）
-  const displayData = sortedData;
-
-  // ── 切换板块：清空全部缓存 + 重新获取 ──
-  const handleTab = (t: SectorType) => {
-    if (t === tab) return;
-    setTab(t);
-    // 移除所有板块缓存，切换后对应的 useQuery 会自动 refetch
-    queryClient.removeQueries({ queryKey: ["sectors"] });
-  };
-
-  // ── 切换排序 ──
-  const toggleSort = (key: SortKey) => {
-    if (key === sortKey) {
-      setAsc((v) => !v);
-    } else {
-      setSortKey(key);
-      setAsc(true); // 切新维度默认升序
-    }
-  };
-
-  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="/" className="hover:opacity-70 transition-opacity">
-              <ArrowLeft className="h-5 w-5" />
-            </Link>
-            <h1 className="text-base font-semibold">板块资金流向</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>
-
-      {/* ── Tab 切换 ── */}
-      <div className="max-w-5xl mx-auto px-4 mt-4">
-        <div className="flex gap-1 bg-muted rounded-lg p-1">
-          {TABS.map((t) => (
-            <button
-              key={t.key}
-              onClick={() => handleTab(t.key)}
-              className={`flex-1 py-1.5 text-sm font-medium rounded-md transition-colors ${
-                tab === t.key
-                  ? "bg-background text-foreground shadow-sm"
-                  : "text-muted-foreground hover:text-foreground"
-              }`}
-            >
-              {t.label}板块
-            </button>
-          ))}
-        </div>
-      </div>
-
-      {/* ── 排序切换 + 统计 ── */}
-      <div className="max-w-5xl mx-auto px-4 mt-3 flex items-center justify-between">
-        <p className="text-[10px] text-muted-foreground">
-          共 {cachedData.length} 个板块
-          {isFetching && (
-            <span className="ml-1 text-[10px] text-muted-foreground/60">
-              · 刷新中…
-            </span>
-          )}
-        </p>
-        <div className="flex gap-0.5 text-xs border rounded-md overflow-hidden">
-          {(Object.keys(SORT_LABEL) as SortKey[]).map((key) => (
-            <button
-              key={key}
-              onClick={() => toggleSort(key)}
-              className={`px-2.5 py-1 flex items-center gap-0.5 transition-colors ${
-                sortKey === key
-                  ? "bg-primary text-primary-foreground"
-                  : "text-muted-foreground hover:text-foreground"
-              }`}
-            >
-              {SORT_LABEL[key]}
-              {sortKey === key &&
-                (asc ? <ArrowUp className="h-3 w-3" /> : <ArrowDown className="h-3 w-3" />)}
-            </button>
-          ))}
-        </div>
-      </div>
-
-      {/* ── 内容区 ── */}
-      <div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
-        {/* 加载骨架 */}
-        {isLoading ? (
-          <div className="grid grid-cols-2 sm:grid-cols-3 md:grid-cols-4 lg:grid-cols-5 gap-3">
-            {Array.from({ length: 20 }).map((_, i) => (
-              <div key={i} className="animate-pulse rounded-xl bg-muted h-40" />
-            ))}
-          </div>
-        ) : isError ? (
-          /* 请求失败 */
-          <div className="flex flex-col items-center gap-3 py-20">
-            <p className="text-sm text-muted-foreground">数据加载失败</p>
-            <button
-              onClick={() => refetch()}
-              className="text-xs text-primary hover:underline"
-            >
-              点击重试
-            </button>
-          </div>
-        ) : cachedData.length === 0 ? (
-          /* 数据为空 */
-          <div className="text-center py-20 text-sm text-muted-foreground">
-            暂无{tab === "industry" ? "行业" : "概念"}板块数据
-          </div>
-        ) : (
-          /* 板块卡片网格 */
-          <div className="grid grid-cols-2 sm:grid-cols-3 md:grid-cols-4 lg:grid-cols-5 gap-3">
-            {displayData.map((item) => (
-              <SectorCard key={item.code} item={item} />
-            ))}
-          </div>
-        )}
-      </div>
-    </div>
-  );
-}
-
-/* ============================================================
-   数值格式化
-   ============================================================ */
-function fmt(val: number | null | undefined, digits = 2): string {
-  if (val == null) return "--";
-  return val.toFixed(digits);
-}
-
-/* ============================================================
-   板块卡片
-   ============================================================ */
-function SectorCard({ item }: { item: SectorItem }) {
-  const change = item.changePercent;
-  const inflow = item.mainNetInflow;
-  const inflowIsPos = inflow >= 0;
-  const inflowPct = item.mainNetInflowPercent;
-
-  return (
-    <Card className="rounded-xl hover:shadow-md transition-shadow">
-      <CardContent className="p-3 space-y-1.5">
-        {/* 板块名称 + 代码 */}
-        <div className="flex items-center justify-between gap-1">
-          <p className="text-sm font-medium truncate" title={item.name}>
-            {item.name}
-          </p>
-          {item.code && (
-            <span className="shrink-0 text-[9px] text-muted-foreground/60 font-mono">
-              {item.code.replace("BK", "")}
-            </span>
-          )}
-        </div>
-
-        {/* 涨跌幅 + 成交额 */}
-        <div className="flex items-center justify-between">
-          {change != null ? (
-            <span
-              className={`inline-flex items-center gap-0.5 text-xs font-semibold ${
-                change >= 0 ? "text-red-500" : "text-green-500"
-              }`}
-            >
-              {change >= 0 ? (
-                <TrendingUp className="h-3 w-3" />
-              ) : (
-                <TrendingDown className="h-3 w-3" />
-              )}
-              {change >= 0 ? "+" : ""}
-              {fmt(change)}%
-            </span>
-          ) : (
-            <span className="text-xs text-muted-foreground">--</span>
-          )}
-          <span className="text-[10px] text-muted-foreground">
-            {formatMoney(item.turnover)}
-          </span>
-        </div>
-
-        {/* 分割线 */}
-        <hr className="border-border/40" />
-
-        {/* 主力净流入金额 + 占比 */}
-        <div className="flex items-center justify-between">
-          <span className="text-[10px] text-muted-foreground">主力净流入</span>
-          <div className="flex items-center gap-2">
-            <span
-              className={`text-xs font-bold tabular-nums ${
-                inflowIsPos ? "text-red-500" : "text-green-500"
-              }`}
-            >
-              {inflow >= 0 ? "+" : ""}
-              {formatMoney(inflow)}
-            </span>
-            {inflowPct != null && (
-              <span
-                className={`text-[10px] tabular-nums ${
-                  inflowIsPos ? "text-red-500/70" : "text-green-500/70"
-                }`}
-              >
-                {inflow >= 0 ? "+" : ""}
-                {fmt(inflowPct)}%
-              </span>
-            )}
-          </div>
-        </div>
-
-        {/* 资金流向明细条 */}
-        <FundFlowBreakdown item={item} />
-      </CardContent>
-    </Card>
-  );
-}
-
-/* ============================================================
-   资金流向明细 — 超大单 / 大单 / 中单 / 小单
-   ============================================================ */
-const FLOW_LABELS = [
-  { key: "superLargeInflow" as const, label: "超大单" },
-  { key: "largeInflow" as const, label: "大单" },
-  { key: "mediumInflow" as const, label: "中单" },
-  { key: "smallInflow" as const, label: "小单" },
-];
-
-function FundFlowBreakdown({ item }: { item: SectorItem }) {
-  // 取所有流量的最大绝对值做归一化
-  const maxAbs = Math.max(
-    Math.abs(item.mainNetInflow),
-    Math.abs(item.superLargeInflow ?? 0),
-    Math.abs(item.largeInflow ?? 0),
-    Math.abs(item.mediumInflow ?? 0),
-    Math.abs(item.smallInflow ?? 0),
-    1,
-  );
-
-  return (
-    <div className="space-y-0.5">
-      {FLOW_LABELS.map((f) => {
-        const val = item[f.key];
-        if (val == null) return null;
-        const pct = maxAbs > 0 ? (Math.abs(val) / maxAbs) * 100 : 0;
-        const isPos = val >= 0;
-        return (
-          <div key={f.key} className="flex items-center gap-1.5">
-            <span className="text-[9px] text-muted-foreground w-6 shrink-0 text-right">
-              {f.label}
-            </span>
-            <div className="flex-1 h-1 rounded-full bg-muted overflow-hidden relative">
-              <div
-                className={`h-full rounded-full transition-all ${
-                  isPos ? "bg-red-500/60 ml-1/2" : "bg-green-500/60"
-                }`}
-                style={{
-                  width: `${Math.min(pct, 100)}%`,
-                  marginLeft: isPos ? "50%" : undefined,
-                  marginRight: isPos ? undefined : `${100 - Math.min(pct, 100)}%`,
-                }}
-              />
-            </div>
-            <span
-              className={`text-[9px] font-medium tabular-nums w-14 text-right shrink-0 ${
-                isPos ? "text-red-500" : "text-green-500"
-              }`}
-            >
-              {formatMoney(val)}
-            </span>
-          </div>
-        );
-      })}
-    </div>
-  );
-}

src/routes/stock.$code.tsx

@@ -1,7 +1,8 @@
 import { createFileRoute } from "@tanstack/react-router";
-import { useState, useEffect, useMemo, Fragment } from "react";
+import { useState, useEffect, useMemo } from "react";
 import { collectionsApi } from "@/lib/api-client";
-import { fetchStockQuote, fetchStockHistory, fetchStockFundFlow, fetchCompanyProfile, fetchBusinessSegments, fetchFinancialData, getStockBoard, type StockQuote, type KLineData, type FundFlowData, type FundFlowSummary, type CompanyProfile, type BusinessSegmentsResponse, type FinancialDataResponse } from "@/lib/stock-api";
+import { fetchStockQuote, fetchStockFundFlow, fetchCompanyProfile, fetchBusinessSegments, fetchFinancialData, getStockBoard, type StockQuote, type KLineData, type FundFlowData, type FundFlowSummary, type CompanyProfile, type BusinessSegmentsResponse, type FinancialDataResponse } from "@/lib/stock-api";
+import { fetchStockHistoryV2 } from "@/lib/fuyao-api";
 import StockProfileTabs from "@/components/stock-profile-tabs";
 import { getUserId } from "@/lib/user-id";
 import { formatMoney } from "@/lib/utils";
@@ -10,6 +11,7 @@ import { Button } from "@/components/ui/button";
 import { ArrowLeft, TrendingUp, TrendingDown, Calendar, ExternalLink, Newspaper } from "lucide-react";
 import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
 import { Link } from "@tanstack/react-router";
+import KLineCard from "@/components/kline-card";
 import {
   ComposedChart,
   Line,
@@ -20,8 +22,6 @@ import {
   ResponsiveContainer,
   Bar,
   Cell,
-  Scatter,
-  Brush,
   ReferenceLine,
   PieChart,
   Pie,
@@ -40,6 +40,7 @@ export const Route = createFileRoute("/stock/$code")({
 interface StockData {
   date: string;
   dateObj: Date;
+  dateMs: number; // Unix seconds UTC (lightweight-charts numeric time)
   open: number;
   close: number;
   high: number;
@@ -172,21 +173,15 @@ function StockDetail() {
       // 基础信息已就绪，结束主loading，先渲染页面框架
       setLoading(false);
 
-      // 阶段2：并行加载历史K线 + 资金流向（后置加载，不阻塞首屏）
+      // 阶段2：并行拉取日K（供每日行情明细表格）+ 资金流向（非必需，失败不影响页面）
       const addedDate = new Date(addedAt);
-      const now = new Date();
-      const daysSinceAdded = Math.floor((now.getTime() - addedDate.getTime()) / (1000 * 60 * 60 * 24));
-      const chartDays = Math.min(Math.max(90, daysSinceAdded), 120);
-
       setChartLoading(true);
       setFundFlowLoading(true);
-
       const [historyResult, fundFlowResult] = await Promise.allSettled([
-        fetchStockHistory(code, chartDays),
+        fetchStockHistoryV2(code, 30), // 明细表默认只展示近7/21日，30天足够
         fetchStockFundFlow(code, quote.name, 21),
       ]);
 
-      // 处理历史K线（必需）
       if (historyResult.status === "fulfilled" && historyResult.value && historyResult.value.length > 0) {
         const historyData = convertToStockData(historyResult.value, addedDate);
         // 如果添加日不是交易日（周末/节假日），标记最接近的K线日期
@@ -197,22 +192,15 @@ function StockDetail() {
           }
         }
         setChartData(historyData);
-        if (historyResult.value.length < 2) {
-          console.warn("历史K线数据过少（新股或上市首日），仅显示有限数据");
-        }
-      } else {
-        console.error("无法获取历史K线数据");
-        setError("获取历史K线数据失败，请稍后重试");
       }
 
-      // 处理资金流向（非必需，失败不影响主流程）
       if (fundFlowResult.status === "fulfilled" && fundFlowResult.value) {
-        console.log("[stock-detail] 资金流向数据:", fundFlowResult.value);
         setFundFlowData(fundFlowResult.value.data);
         setFundFlowSummary(fundFlowResult.value.summary || null);
       } else {
-        console.error("获取资金流向数据失败:", fundFlowResult.status === "rejected" ? fundFlowResult.reason : "未知错误");
+        console.error("获取资金流向数据失败(非致命):", fundFlowResult.status === "rejected" ? fundFlowResult.reason : "未获取到数据");
       }
+
     } catch (err) {
       console.error("加载失败:", err);
       const msg = err instanceof Error ? err.message : "加载股票数据失败";
@@ -224,7 +212,7 @@ function StockDetail() {
     }
   };
 
-  // 将K线数据转换为图表格式
+  // 将K线数据转换为表格格式（每日行情明细用）
   const convertToStockData = (klines: KLineData[], addedDate: Date): StockData[] => {
     return klines.map(kline => {
       const dateObj = new Date(kline.date);
@@ -233,6 +221,7 @@ function StockDetail() {
       return {
         date: dateObj.toLocaleDateString("zh-CN", { month: "2-digit", day: "2-digit" }),
         dateObj,
+        dateMs: Math.floor(dateObj.getTime() / 1000), // Unix seconds UTC
         open: kline.open,
         close: kline.close,
         high: kline.high,
@@ -287,6 +276,7 @@ function StockDetail() {
     const roe = latest.indicators["加权净资产收益率"];
     return typeof roe === "number" ? roe : null;
   }, [financialData]);
+
   if (loading) {
     return (
       <div className="min-h-screen flex items-center justify-center">
@@ -330,31 +320,6 @@ function StockDetail() {
     : null;
   const cumulativeIsPositive = cumulativeChange !== null && cumulativeChange >= 0;
 
-  // 找到添加日期在图表中的位置
-  const addedDateObj = stockInfo ? new Date(stockInfo.addedAt) : null;
-  const addedDateStr = addedDateObj ? addedDateObj.toLocaleDateString("zh-CN", { month: "2-digit", day: "2-digit" }) : "";
-  const addedDataPoint = inCollection ? chartData.find(d => d.isAddedDate) : undefined;
-
-  // 计算X轴刻度：保证添加日期始终有标签
-  const tickDates = (() => {
-    if (chartData.length === 0) return [];
-    const first = chartData[0].date;
-    const last = chartData[chartData.length - 1].date;
-    const ticks = [first];
-    const added = addedDataPoint?.date;
-    const targetCount = Math.min(7, chartData.length);
-    const step = Math.max(1, Math.floor((chartData.length - 1) / (targetCount - 2)));
-    for (let i = step; i < chartData.length - 1; i += step) {
-      ticks.push(chartData[i].date);
-    }
-    if (added && !ticks.includes(added)) {
-      ticks.push(added);
-    }
-    ticks.push(last);
-    // 保持chartData的原始顺序（已按日期升序排列），不做二次排序
-    return [...new Set(ticks)];
-  })();
-
   // 东方财富市场标识：0=深圳(000/002/300), 1=上海(60), 6=科创板(688)
   const getEastMoneyMarket = (code: string): string => {
     if (code.startsWith('688')) return '6';
@@ -508,180 +473,8 @@ function StockDetail() {
           </CardContent>
         </Card>
 
-        {/* Chart */}
-        <Card className="shadow-lg">
-          <CardHeader className="pb-2 md:pb-4 px-3 md:px-6 pt-4 md:pt-6">
-            <div className="flex items-center justify-between flex-wrap gap-2">
-              <CardTitle className="text-base md:text-lg">
-                K线图
-                <span className="text-xs md:text-sm font-normal text-muted-foreground ml-2">
-                  {chartLoading ? "（加载中...）" : `（${chartData.length}个交易日）`}
-                </span>
-              </CardTitle>
-              <span className="text-xs text-muted-foreground hidden sm:inline">
-                双指缩放 · 拖动选区查看
-              </span>
-            </div>
-          </CardHeader>
-          <CardContent className="px-2 md:px-6 pb-2 md:pb-6">
-            {chartLoading ? (
-              <div className="h-[320px] sm:h-[380px] md:h-[440px] w-full flex items-center justify-center">
-                <div className="flex items-center text-muted-foreground text-sm">
-                  <div className="animate-pulse mr-2 h-2 w-2 rounded-full bg-primary"></div>
-                  K线数据加载中...
-                </div>
-              </div>
-            ) : (
-            <>
-            <div
-              className="h-[320px] sm:h-[380px] md:h-[440px] w-full touch-none select-none"
-              style={{ touchAction: "none", overscrollBehavior: "none", WebkitOverflowScrolling: "auto" }}
-            >
-              <ResponsiveContainer width="100%" height="100%">
-                <ComposedChart
-                  data={chartData}
-                  margin={{ top: 10, right: 8, left: 0, bottom: 0 }}
-                >
-                  <CartesianGrid strokeDasharray="3 3" stroke="var(--border)" opacity={0.5} />
-                  <XAxis
-                    dataKey="date"
-                    stroke="var(--muted-foreground)"
-                    fontSize={10}
-                    ticks={tickDates}
-                    angle={-45}
-                    textAnchor="end"
-                    height={56}
-                    tick={(props: any) => {
-                      const { x, y, payload } = props;
-                      const dataPoint = chartData.find(d => d.date === payload.value);
-                      const isAddedDate = inCollection && dataPoint?.isAddedDate;
-
-                      return (
-                        <text
-                          x={x}
-                          y={y}
-                          dy={16}
-                          textAnchor="end"
-                          fill={isAddedDate ? '#f59e0b' : 'var(--muted-foreground)'}
-                          fontWeight={isAddedDate ? 'bold' : 'normal'}
-                          fontSize={isAddedDate ? 11 : 10}
-                        >
-                          {payload.value}
-                        </text>
-                      );
-                    }}
-                  />
-                  <YAxis
-                    yAxisId="left"
-                    stroke="var(--muted-foreground)"
-                    fontSize={10}
-                    domain={["auto", "auto"]}
-                    tickCount={5}
-                    width={42}
-                  />
-                  <YAxis
-                    yAxisId="right"
-                    orientation="right"
-                    stroke="var(--muted-foreground)"
-                    fontSize={10}
-                    tickCount={5}
-                    width={42}
-                  />
-                  <Tooltip
-                    contentStyle={{
-                      backgroundColor: "var(--card)",
-                      border: "1px solid var(--border)",
-                      borderRadius: "8px",
-                      fontSize: "12px",
-                      padding: "8px 12px",
-                    }}
-                    labelFormatter={(label) => `日期: ${label}`}
-                    formatter={(value: any, name: string) => {
-                      if (name === 'close') return [`¥${Number(value).toFixed(2)}`, '收盘价'];
-                      if (name === 'volume') return [Number(value).toLocaleString(), '成交量'];
-                      return [value, name];
-                    }}
-                  />
-                  <Bar
-                    yAxisId="right"
-                    dataKey="volume"
-                    fill="var(--primary)"
-                    opacity={0.2}
-                  />
-                  <Line
-                    yAxisId="left"
-                    type="monotone"
-                    dataKey="close"
-                    stroke="var(--primary)"
-                    strokeWidth={2}
-                    dot={false}
-                  />
-                  {/* 高亮添加日期的K线点 */}
-                  <Scatter
-                    yAxisId="left"
-                    dataKey="close"
-                    fill="#fbbf24"
-                    shape={(props: any) => {
-                      const { cx, cy, payload } = props;
-                      if (!payload.isAddedDate) {
-                        return <circle cx={cx} cy={cy} r={0} fill="transparent" />;
-                      }
-                      return (
-                        <circle
-                          cx={cx}
-                          cy={cy}
-                          r={7}
-                          fill="#fbbf24"
-                          stroke="#f59e0b"
-                          strokeWidth={2.5}
-                        />
-                      );
-                    }}
-                  />
-                  {/* 添加日期参考线 */}
-                  {addedDataPoint && (
-                    <ReferenceLine
-                      yAxisId="left"
-                      x={addedDataPoint.date}
-                      stroke="#f59e0b"
-                      strokeDasharray="4 4"
-                      opacity={0.7}
-                    />
-                  )}
-                  {/* 缩放/滑动控件：移动端可双指缩放，拖动选区查看局部 */}
-                  <Brush
-                    dataKey="date"
-                    height={24}
-                    stroke="var(--primary)"
-                    fill="var(--muted)"
-                    travellerWidth={8}
-                    gap={8}
-                  />
-                </ComposedChart>
-              </ResponsiveContainer>
-            </div>
-
-            {/* Legend */}
-            <div className="flex flex-wrap justify-center gap-3 md:gap-6 mt-2 md:mt-4 text-xs md:text-sm">
-              <div className="flex items-center gap-1.5 md:gap-2">
-                <div className="w-2.5 h-2.5 md:w-3 md:h-3 rounded-full bg-primary"></div>
-                <span>收盘价</span>
-              </div>
-              <div className="flex items-center gap-1.5 md:gap-2">
-                <div className="w-2.5 h-2.5 md:w-3 md:h-3 rounded-full bg-primary opacity-20"></div>
-                <span>成交量</span>
-              </div>
-              {inCollection && (
-              <div className="flex items-center gap-1.5 md:gap-2">
-                <div className="w-2.5 h-2.5 md:w-3 md:h-3 rounded-full" style={{ backgroundColor: '#fbbf24' }}></div>
-                <span>自选日期</span>
-              </div>
-              )}
-            </div>
-            </>
-            )}
-          </CardContent>
-        </Card>
+        {/* Chart - 独立K线卡片组件（周期/显示方式/指标状态与数据加载均自包含） */}
+        <KLineCard code={code} addedAt={stockInfo.addedAt} ready={true} />
 
         {/* Price Details */}
         <div className="grid grid-cols-2 md:grid-cols-4 gap-3 md:gap-4 mt-4 md:mt-6">

src/routes/theme-history.tsx

@@ -0,0 +1,110 @@
+import { createFileRoute, Link } from "@tanstack/react-router";
+import { useQuery } from "@tanstack/react-query";
+import { fetchActiveThemes } from "@/lib/theme-api";
+import { ArrowLeft, RefreshCw, Flame } from "lucide-react";
+
+export const Route = createFileRoute("/theme-history")({
+  component: ThemeHistoryPage,
+});
+
+/** 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 ThemeHistoryPage() {
+  const { data, isLoading, isFetching, refetch } = useQuery({
+    queryKey: ["themes", "active"],
+    queryFn: fetchActiveThemes,
+    staleTime: 60_000,
+    retry: false,
+  });
+
+  const dates = data?.dates ?? [];
+  const themes = data?.themes ?? [];
+
+  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="/themes" className="hover:opacity-70 transition-opacity" aria-label="返回">
+              <ArrowLeft className="h-5 w-5" />
+            </Link>
+            <h1 className="text-base font-semibold">题材热点历史</h1>
+          </div>
+          <button
+            onClick={() => refetch()}
+            className="text-muted-foreground hover:text-foreground transition-colors"
+            title="刷新"
+          >
+            <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
+          </button>
+        </div>
+      </header>
+
+      <div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
+        <p className="text-[10px] text-muted-foreground mb-2">
+          活跃题材（最近 10 个交易日内上榜涨幅前20）· 按上榜次数排序 · 共 {themes.length} 个
+        </p>
+
+        {isLoading ? (
+          <div className="animate-pulse rounded-xl bg-muted h-32" />
+        ) : dates.length === 0 || themes.length === 0 ? (
+          <div className="text-center text-sm text-muted-foreground py-16">
+            暂无数据，数据将在每日收盘后自动采集
+          </div>
+        ) : (
+          <div className="overflow-x-auto rounded-xl border bg-card">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b bg-muted/50">
+                  <th scope="col" className="px-3 py-2 text-left font-medium whitespace-nowrap">题材</th>
+                  {dates.map((d) => (
+                    <th key={d} scope="col" title={d} className="px-2 py-2 text-right font-medium tabular-nums whitespace-nowrap">
+                      {d.slice(5)}
+                    </th>
+                  ))}
+                  <th scope="col" className="px-2 py-2 text-right font-medium">上榜</th>
+                </tr>
+              </thead>
+              <tbody>
+                {themes.map((t) => (
+                  <tr key={t.themeCode} className="border-b last:border-0 hover:bg-muted/30">
+                    <td className="px-3 py-1.5 whitespace-nowrap">
+                      <Link
+                        to="/theme/$code"
+                        params={{ code: t.themeCode }}
+                        className="font-medium hover:text-primary hover:underline"
+                      >
+                        {t.themeName}
+                      </Link>
+                    </td>
+                    {dates.map((d) => {
+                      const g = t.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" />
+                        {t.appearCount}
+                      </span>
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

src/routes/theme.$code.tsx

@@ -1,7 +1,14 @@
 import { createFileRoute, Link } from "@tanstack/react-router";
-import { useState } from "react";
+import { useEffect, useState } from "react";
 import { useQuery } from "@tanstack/react-query";
-import { fetchThemeDetail, fetchThemeStocks, type ThemeStock } from "@/lib/theme-api";
+import {
+  fetchThemeDetail,
+  fetchThemeNews,
+  fetchThemeQuote,
+  fetchThemeStocks,
+  type ThemeStock,
+  type ThemeNewsItem,
+} from "@/lib/theme-api";
 import { getStockBoard } from "@/lib/stock-api";
 import { formatMoney } from "@/lib/utils";
 import { Card, CardContent } from "@/components/ui/card";
@@ -36,6 +43,27 @@ function ThemeDetailPage() {
     staleTime: 30_000,
     retry: false,
   });
+  // 相关新闻：pageNum 偏移分页（东财接口 maxEuTime 是增量游标，翻页靠 pageNum 递增）
+  const [newsPage, setNewsPage] = useState(1);
+  const [newsItems, setNewsItems] = useState<ThemeNewsItem[]>([]);
+  const newsQ = useQuery({
+    queryKey: ["themeNews", code, newsPage],
+    queryFn: () => fetchThemeNews(code, newsPage, 10),
+    staleTime: 60_000,
+    retry: false,
+  });
+  const quoteQ = useQuery({
+    queryKey: ["themeQuote", code],
+    queryFn: () => fetchThemeQuote(code),
+    staleTime: 30_000,
+    retry: false,
+  });
+
+  // 分页追加：首页重置列表，翻页拼接
+  useEffect(() => {
+    if (!newsQ.data?.list) return;
+    setNewsItems((prev) => (newsPage === 1 ? newsQ.data!.list : [...prev, ...newsQ.data!.list]));
+  }, [newsQ.data, newsPage]);
 
   const isLoading = detailQ.isLoading || stocksQ.isLoading;
   const isError = detailQ.isError || stocksQ.isError;
@@ -49,11 +77,13 @@ function ThemeDetailPage() {
   const refresh = () => {
     detailQ.refetch();
     stocksQ.refetch();
+    quoteQ.refetch();
+    setNewsPage(1);
+    newsQ.refetch();
   };
 
   const baseInfo = detail?.baseInfo;
   const hotEvent = detail?.hotEvent;
-  const eventHistory = detail?.eventHistory ?? [];
 
   return (
     <div className="min-h-screen bg-background">
@@ -139,10 +169,20 @@ function ThemeDetailPage() {
               flat={statistic?.f106}
               fex5={statistic?.fex5}
               total={total}
+              strength={quoteQ.data?.strengthValue ?? null}
+              hotValue={quoteQ.data?.hotValue ?? 0}
+              hotValueUpLimit={quoteQ.data?.hotValueUpLimit ?? 0}
             />
 
-            {/* ── 相关新闻（可折叠） ── */}
-            {eventHistory.length > 0 && <NewsList items={eventHistory} />}
+            {/* ── 相关新闻（分页加载） ── */}
+            {newsItems.length > 0 && (
+              <NewsList
+                items={newsItems}
+                total={newsQ.data?.total ?? 0}
+                loadingMore={newsQ.isFetching && newsPage > 1}
+                onLoadMore={() => setNewsPage((p) => p + 1)}
+              />
+            )}
 
             {/* ── 相关股票 ── */}
             <div>
@@ -181,6 +221,9 @@ function StatBar({
   flat,
   fex5,
   total,
+  strength,
+  hotValue,
+  hotValueUpLimit,
 }: {
   f3: number | null | undefined;
   up: number | null | undefined;
@@ -188,8 +231,13 @@ function StatBar({
   flat: number | null | undefined;
   fex5: number | null | undefined;
   total: number;
+  strength: number | null;
+  hotValue: number;
+  hotValueUpLimit: number;
 }) {
   const isPos = (f3 ?? 0) >= 0;
+  const hotPct = hotValueUpLimit > 0 ? Math.min((hotValue / hotValueUpLimit) * 100, 100) : 0;
+  const showQuote = strength != null || hotValueUpLimit > 0;
   return (
     <Card>
       <CardContent className="p-3">
@@ -218,24 +266,49 @@ function StatBar({
             平盘 {flat} 只
           </p>
         )}
+        {/* 强度 + 热度（来自单题材实时行情接口） */}
+        {showQuote && (
+          <div className="mt-2 pt-2 border-t border-border/40 flex flex-wrap items-center gap-x-4 gap-y-1 text-[10px] text-muted-foreground">
+            {strength != null && (
+              <span className="inline-flex items-center gap-1">
+                强度
+                <b className="font-bold text-foreground tabular-nums">{strength}</b>
+              </span>
+            )}
+            {hotValueUpLimit > 0 && (
+              <span className="inline-flex items-center gap-1.5">
+                <Flame className="h-3 w-3 text-orange-500" />
+                <span className="w-16 h-1 rounded-full bg-muted overflow-hidden">
+                  <span
+                    className="block h-full rounded-full bg-gradient-to-r from-orange-400 to-red-500"
+                    style={{ width: `${Math.max(hotPct, 2)}%` }}
+                  />
+                </span>
+                热度 {hotValue}/{hotValueUpLimit}
+              </span>
+            )}
+          </div>
+        )}
       </CardContent>
     </Card>
   );
 }
 
 /* ============================================================
-   相关新闻（可折叠）
+   相关新闻（分页加载）
    ============================================================ */
-function NewsList({ items }: { items: { newsTitle: string; newsMediaName: string; newsPublishTime: number | null }[] }) {
-  const [expanded, setExpanded] = useState(false);
-  const shown = expanded ? items : items.slice(0, 2);
-
-  const fmtTime = (ts: number | null) => {
-    if (!ts) return "";
-    const d = new Date(ts);
-    const pad = (n: number) => String(n).padStart(2, "0");
-    return `${d.getMonth() + 1}-${pad(d.getDate())} ${pad(d.getHours())}:${pad(d.getMinutes())}`;
-  };
+function NewsList({
+  items,
+  total,
+  loadingMore,
+  onLoadMore,
+}: {
+  items: ThemeNewsItem[];
+  total: number;
+  loadingMore: boolean;
+  onLoadMore: () => void;
+}) {
+  const hasMore = items.length < total;
 
   return (
     <Card>
@@ -243,26 +316,28 @@ function NewsList({ items }: { items: { newsTitle: string; newsMediaName: string
         <div className="flex items-center gap-1.5 mb-2">
           <Newspaper className="h-4 w-4 text-primary" />
           <h2 className="text-sm font-semibold">相关新闻</h2>
-          <span className="text-[10px] text-muted-foreground ml-auto">{items.length} 条</span>
+          <span className="text-[10px] text-muted-foreground ml-auto">共 {total} 条</span>
         </div>
         <div className="space-y-2.5">
-          {shown.map((n, idx) => (
+          {items.map((n, idx) => (
             <div key={idx} className="space-y-0.5">
               <p className="text-sm leading-snug line-clamp-2">{n.newsTitle}</p>
               <p className="text-[10px] text-muted-foreground">
                 {n.newsMediaName}
-                {n.newsPublishTime ? ` · ${fmtTime(n.newsPublishTime)}` : ""}
+                {n.showDateTimeFormat ? ` · ${n.showDateTimeFormat}` : ""}
+                {n.commentCount > 0 && <span className="ml-1">· {n.commentCount} 评论</span>}
               </p>
             </div>
           ))}
         </div>
-        {items.length > 2 && (
+        {hasMore && (
           <button
-            onClick={() => setExpanded((v) => !v)}
-            className="mt-2 text-xs text-primary hover:underline inline-flex items-center gap-0.5"
+            onClick={onLoadMore}
+            disabled={loadingMore}
+            className="mt-2 text-xs text-primary hover:underline inline-flex items-center gap-0.5 disabled:opacity-50"
           >
-            {expanded ? "收起" : `展开全部 ${items.length} 条`}
-            {expanded ? <ChevronUp className="h-3 w-3" /> : <ChevronDown className="h-3 w-3" />}
+            {loadingMore ? "加载中…" : "加载更多"}
+            {!loadingMore && <ChevronDown className="h-3 w-3" />}
           </button>
         )}
       </CardContent>
@@ -276,11 +351,11 @@ function NewsList({ items }: { items: { newsTitle: string; newsMediaName: string
 function ThemeStockRow({ stock }: { stock: ThemeStock }) {
   const [showReason, setShowReason] = useState(true); // 入选理由默认展开
   const board = getStockBoard(stock.securityCode);
-  const isPos = stock.f3 >= 0;
+  const isPos = (stock.f3 ?? 0) >= 0;
   const reasons = stock.keywordList ?? [];
 
   // 换手率：接口返回放大 100 倍的值（如 3733 = 37.33%）
-  const turnoverRate = stock.f8 > 100 ? stock.f8 / 100 : stock.f8;
+  const turnoverRate = stock.f8 != null ? (stock.f8 > 100 ? stock.f8 / 100 : stock.f8) : null;
 
   return (
     <Link to="/stock/$code" params={{ code: stock.securityCode }} className="block">
@@ -306,13 +381,13 @@ function ThemeStockRow({ stock }: { stock: ThemeStock }) {
             <div className="flex items-center gap-3 shrink-0">
               <div className="text-right">
                 <p className="text-[10px] text-muted-foreground">现价</p>
-                <p className="text-sm font-semibold tabular-nums">{stock.f2.toFixed(2)}</p>
+                <p className="text-sm font-semibold tabular-nums">{stock.f2 != null ? stock.f2.toFixed(2) : "--"}</p>
               </div>
               <div className="text-right min-w-[56px]">
                 <p className="text-[10px] text-muted-foreground">涨跌</p>
                 <p className={`text-sm font-bold tabular-nums ${isPos ? "text-red-500" : "text-green-500"}`}>
                   {isPos ? "+" : ""}
-                  {stock.f3.toFixed(2)}%
+                  {stock.f3 != null ? stock.f3.toFixed(2) : "--"}%
                 </p>
               </div>
             </div>
@@ -323,7 +398,7 @@ function ThemeStockRow({ stock }: { stock: ThemeStock }) {
             {stock.f100 && (
               <span className="truncate bg-muted rounded px-1.5 py-0.5 text-[10px]">{stock.f100}</span>
             )}
-            <span className="shrink-0 tabular-nums">换手 {turnoverRate.toFixed(2)}%</span>
+            <span className="shrink-0 tabular-nums">换手 {turnoverRate != null ? turnoverRate.toFixed(2) : "--"}%</span>
             <span className="shrink-0 tabular-nums">主力 {formatMoney(stock.f62)}</span>
             <span className="shrink-0 tabular-nums ml-auto">成交 {formatMoney(stock.f6)}</span>
           </div>

src/routes/themes.tsx

@@ -14,6 +14,7 @@ import {
   TrendingDown,
   Flame,
   Network,
+  History,
 } from "lucide-react";
 
 export const Route = createFileRoute("/themes")({
@@ -71,6 +72,20 @@ function ThemesPage() {
               <Network className="h-3.5 w-3.5" />
               热点穿透
             </Link>
+            <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" />
+              热点股
+            </Link>
+            <Link
+              to="/theme-history"
+              className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity"
+            >
+              <History className="h-3.5 w-3.5" />
+              历史
+            </Link>
             <button
               onClick={() => refetch()}
               className="text-muted-foreground hover:text-foreground transition-colors"

src/styles.css

@@ -146,3 +146,128 @@
     font-family: var(--font-sans);
   }
 }
+
+/* AI Report Content Styles */
+.ai-report-content {
+  color: var(--card-foreground);
+  line-height: 1.6;
+  font-size: 14px;
+}
+
+@media (min-width: 640px) {
+  .ai-report-content {
+    font-size: 15px;
+  }
+}
+
+.ai-report-content h1,
+.ai-report-content h2,
+.ai-report-content h3,
+.ai-report-content h4 {
+  color: var(--foreground);
+  font-weight: 600;
+  margin-top: 1.2em;
+  margin-bottom: 0.5em;
+}
+
+.ai-report-content h1 { font-size: 1.4em; }
+.ai-report-content h2 { font-size: 1.2em; }
+.ai-report-content h3 { font-size: 1.05em; }
+
+@media (min-width: 640px) {
+  .ai-report-content h1 { font-size: 1.5em; }
+  .ai-report-content h2 { font-size: 1.3em; }
+  .ai-report-content h3 { font-size: 1.15em; }
+}
+
+.ai-report-content p {
+  margin-bottom: 0.7em;
+}
+
+.ai-report-content strong {
+  color: var(--foreground);
+  font-weight: 600;
+}
+
+.ai-report-content ul,
+.ai-report-content ol {
+  margin: 0.5em 0;
+  padding-left: 1.5em;
+}
+
+.ai-report-content li {
+  margin-bottom: 0.25em;
+}
+
+.ai-report-content blockquote {
+  border-left: 3px solid var(--border);
+  padding-left: 0.8em;
+  margin: 0.7em 0;
+  color: var(--muted-foreground);
+  font-size: 0.95em;
+}
+
+.ai-report-content code {
+  background: var(--muted);
+  padding: 0.15em 0.35em;
+  border-radius: 4px;
+  font-size: 0.85em;
+  color: var(--primary);
+}
+
+.ai-report-content pre {
+  background: var(--muted);
+  padding: 0.8em;
+  border-radius: 6px;
+  overflow-x: auto;
+  margin: 0.7em 0;
+  -webkit-overflow-scrolling: touch;
+}
+
+.ai-report-content pre code {
+  background: none;
+  padding: 0;
+  color: var(--card-foreground);
+  font-size: 0.85em;
+}
+
+.ai-report-content table-wrapper {
+  overflow-x: auto;
+  -webkit-overflow-scrolling: touch;
+  margin: 0.7em 0;
+}
+
+.ai-report-content table {
+  width: 100%;
+  border-collapse: collapse;
+  min-width: 280px;
+}
+
+.ai-report-content th,
+.ai-report-content td {
+  border: 1px solid var(--border);
+  padding: 0.4em 0.6em;
+  text-align: left;
+  font-size: 0.9em;
+  white-space: nowrap;
+}
+
+@media (min-width: 640px) {
+  .ai-report-content th,
+  .ai-report-content td {
+    padding: 0.5em 0.8em;
+    font-size: 1em;
+  }
+}
+
+.ai-report-content th {
+  background: var(--muted);
+  color: var(--foreground);
+  font-weight: 600;
+}
+
+.ai-report-content hr {
+  border: none;
+  border-top: 1px solid var(--border);
+  margin: 1.2em 0;
+}

tests/_stub-api-client.cjs

@@ -0,0 +1,5 @@
+// stub：getStockBoard 测试用，仅用于解析 @/lib/api-client 别名（CommonJS）
+function getApiBaseUrl() {
+  return "http://localhost:8000";
+}
+module.exports = { getApiBaseUrl };

tests/get-stock-board-repro.mjs

@@ -0,0 +1,63 @@
+// 最小复现/验证脚本：直接编译 src/lib/stock-api.ts 真实源码，
+// 调用 getStockBoard(null)，复现「Cannot read properties of null (reading 'startsWith')」。
+// 无测试框架，node 直接运行：node tests/get-stock-board-repro.mjs
+import fs from "node:fs";
+import path from "node:path";
+import Module from "node:module";
+import ts from "typescript";
+
+const srcPath = path.resolve("src/lib/stock-api.ts");
+const source = fs.readFileSync(srcPath, "utf8");
+
+const js = ts.transpileModule(source, {
+  compilerOptions: { module: ts.ModuleKind.CommonJS, target: ts.ScriptTarget.ES2020, esModuleInterop: true },
+}).outputText;
+
+const mod = new Module(srcPath);
+mod.filename = srcPath;
+mod.paths = Module._nodeModulePaths(path.dirname(srcPath));
+
+// 拦截 @/lib/api-client 别名导入（getStockBoard 本身不依赖它）
+const origResolve = Module._resolveFilename;
+Module._resolveFilename = function (request, ...args) {
+  if (request === "@/lib/api-client") return path.resolve("tests/_stub-api-client.cjs");
+  return origResolve.call(this, request, ...args);
+};
+
+try {
+  mod._compile(js, srcPath);
+} finally {
+  Module._resolveFilename = origResolve;
+}
+
+const { getStockBoard } = mod.exports;
+
+// ---- 断言 ----
+function assertThrows(fn, label) {
+  try {
+    fn();
+    console.log(`✗ ${label}: 未抛错`);
+    process.exitCode = 1;
+  } catch (e) {
+    console.log(`✓ ${label}: 抛错 -> ${e.message}`);
+  }
+}
+
+function assertNoThrow(fn, label) {
+  try {
+    const r = fn();
+    console.log(`✓ ${label}: 未抛错 -> ${JSON.stringify(r)}`);
+    return r;
+  } catch (e) {
+    console.log(`✗ ${label}: 抛错 -> ${e.message}`);
+    process.exitCode = 1;
+  }
+}
+
+// 正常代码
+assertNoThrow(() => getStockBoard("600000"), "正常代码 getStockBoard('600000')");
+// 崩盘场景：securityCode 为 null（East Money 题材列表实测存在），修复后应兜底返回主板
+assertNoThrow(() => getStockBoard(null), "null securityCode");
+assertNoThrow(() => getStockBoard(undefined), "undefined securityCode");
+// 空串不崩
+assertNoThrow(() => getStockBoard(""), "空串 getStockBoard('')");

vite.config.ts

@@ -52,6 +52,12 @@ export default defineConfig({
         entryFileNames: "assets/[name]-[hash].js",
         chunkFileNames: "assets/[name]-[hash].js",
         assetFileNames: "assets/[name]-[hash][extname]",
+        manualChunks(id) {
+          // 把常用大库拆到独立 chunk，减少主 chunk 体积
+          if (id.includes("node_modules/recharts")) return "recharts";
+          if (id.includes("node_modules/lightweight-charts")) return "lightweight-charts";
+          if (id.includes("node_modules/@tanstack/react-router")) return "router";
+        },
       },
     },
   },