v1.6.0: 目标跟踪(概念/主题/股票) - watch_targets表+概念智能体跟踪(关键词检索+受益个股+影响度判定+邮件通知), 自动化页加持仓管理和目标管理, 报告支持股票/概念双类型

app.py

@@ -689,18 +689,18 @@ def api_tracking_detail(rid):
 
 @app.route("/api/tracking/run", methods=["POST"])
 def api_tracking_run():
-    """立即跟踪全部自选股（后台）"""
+    """立即跟踪全部目标（持仓+概念/主题/股票，后台）"""
     import threading
 
     def run():
-        from engine.agent import track_watchlist
+        from engine.agent import track_all
         try:
-            track_watchlist()
+            track_all()
         except Exception as e:
             log.error("track run fail: %s", e)
 
     threading.Thread(target=run, daemon=True).start()
-    return jsonify({"ok": True, "msg": "跟踪任务已启动（逐只分析，约每只30-60秒）"})
+    return jsonify({"ok": True, "msg": "跟踪任务已启动（逐目标分析，约每只30-60秒）"})
 
 
 @app.route("/api/tracking/run/<code>", methods=["POST"])
@@ -718,6 +718,29 @@ def api_tracking_run_one(code):
     return jsonify({"ok": True, "msg": "跟踪已启动"})
 
 
+@app.route("/api/targets")
+def api_targets_list():
+    from engine.agent import list_targets
+    return jsonify({"items": list_targets()})
+
+
+@app.route("/api/targets", methods=["POST"])
+def api_targets_add():
+    from engine.agent import add_target
+    body = request.get_json(silent=True) or {}
+    r = add_target(body.get("type", "concept"), body.get("name", ""),
+                   body.get("code", ""), body.get("keywords", ""))
+    if r.get("error"):
+        return jsonify(r), 400
+    return jsonify(r)
+
+
+@app.route("/api/targets/<int:tid>", methods=["DELETE"])
+def api_targets_delete(tid):
+    from engine.agent import delete_target
+    return jsonify(delete_target(tid))
+
+
 # ------------------------------------------------------------------ 数据管理
 @app.route("/api/admin/stats")
 def api_admin_stats():

database.py

@@ -142,10 +142,11 @@ CREATE TABLE IF NOT EXISTS notification_log (
 
 CREATE TABLE IF NOT EXISTS tracking_reports (
   id INTEGER PRIMARY KEY AUTOINCREMENT,
+  target_type TEXT DEFAULT 'stock',  -- stock(股票) / concept(概念主题)
   code TEXT NOT NULL,
   stock_name TEXT DEFAULT '',
   industry TEXT DEFAULT '',
-  report TEXT DEFAULT '',            -- 产业链深度分析（markdown）
+  report TEXT DEFAULT '',            -- 产业链/概念深度分析（markdown）
   meta TEXT DEFAULT '{}',            -- JSON：significance/impact_score/summary/新闻统计
   sources TEXT DEFAULT '{}',         -- JSON：个股/上游/下游/同业 采集的资讯 + 指标 + 评级
   status TEXT DEFAULT 'done',
@@ -153,6 +154,16 @@ CREATE TABLE IF NOT EXISTS tracking_reports (
 );
 CREATE INDEX IF NOT EXISTS idx_tracking_code ON tracking_reports(code);
 
+CREATE TABLE IF NOT EXISTS watch_targets (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  type TEXT DEFAULT 'concept',       -- concept(概念/主题) / stock(股票)
+  code TEXT DEFAULT '',              -- stock 时的股票代码
+  name TEXT NOT NULL,                -- 概念/主题名 或 股票名
+  keywords TEXT DEFAULT '',          -- concept 的检索关键词（逗号分隔）
+  enabled INTEGER DEFAULT 1,
+  created_at TEXT DEFAULT (datetime('now','localtime'))
+);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
@@ -187,6 +198,10 @@ def db():
 def init_db():
     with db() as conn:
         conn.executescript(SCHEMA)
+        # 迁移：老库补列
+        cols = {r[1] for r in conn.execute("PRAGMA table_info(tracking_reports)")}
+        if "target_type" not in cols:
+            conn.execute("ALTER TABLE tracking_reports ADD COLUMN target_type TEXT DEFAULT 'stock'")
 
 
 def query(sql, args=()):
@@ -219,7 +234,8 @@ def wipe_all():
     """清空业务表（保留结构）+ 重置自增序列，用于重灌数据"""
     for t in ("stock_daily", "inst_ratings", "fund_holdings", "news",
               "institutions", "stocks", "watchlist", "analysis_cache", "analysis_history",
-              "market_index", "strategy_backtests", "notification_log", "tracking_reports"):
+              "market_index", "strategy_backtests", "notification_log", "tracking_reports",
+              "watch_targets"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn:

engine/agent.py

@@ -261,8 +261,8 @@ def track_stock(code, focus=""):
                 "ratings": seg["ratings"], "holdings": seg["holdings"],
             }
             execute(
-                "INSERT INTO tracking_reports(code, stock_name, industry, report, meta, sources, status, created_at) "
+                "INSERT INTO tracking_reports(target_type, code, stock_name, industry, report, meta, sources, status, created_at) "
-                "VALUES(?,?,?,?,?,?,'done',datetime('now','localtime'))",
+                "VALUES('stock',?,?,?,?,?,?,'done',datetime('now','localtime'))",
                 (code, s["name"], s["industry"], clean_report, json.dumps(meta, ensure_ascii=False),
                  json.dumps(sources, ensure_ascii=False)))
             rid = query_one("SELECT MAX(id) id FROM tracking_reports")["id"]
@@ -287,60 +287,201 @@ def _first_heading(text):
 
 
 def _notify_if_significant(rid, stock, meta):
-    """影响度达阈值且开启通知 → 邮件"""
+    """影响度达阈值且开启通知 → 邮件（股票/概念通用）"""
     cfg = tracking_config()
     try:
-        if cfg["notify"] and int(meta["impact_score"]) >= int(cfg["impact_threshold"]):
+        if cfg["notify"] and int(meta.get("impact_score", 0)) >= int(cfg["impact_threshold"]):
             from engine.notifier import send_email
             mc = mail_config()
+            nc = meta.get("news_counts") or {}
+            detail = (f"个股资讯 {nc.get('direct', 0)} 条 / 上游 {nc.get('upstream', 0)} 条 / "
+                      f"下游 {nc.get('downstream', 0)} 条 / 同业 {nc.get('peers', 0)} 条"
+                      if "upstream" in nc else
+                      f"相关资讯 {nc.get('direct', 0)} 条 / 语义检索 {nc.get('rag', 0)} 条 / "
+                      f"受益个股 {nc.get('related', 0)} 只")
             send_email(
-                f"[持仓跟踪] {stock['name']} 出现{meta.get('change_kind','')}动态（影响度{meta['impact_score']}）",
+                f"[持仓跟踪] {stock['name']} 出现{meta.get('change_kind', '')}动态（影响度{meta.get('impact_score', 0)}）",
                 f"""<html><body style="font-family:Microsoft YaHei;padding:20px;background:#f5f6f8;">
 <div style="max-width:640px;margin:auto;background:#fff;border-radius:8px;border:1px solid #e5e7eb;overflow:hidden;">
-<div style="background:#1e293b;color:#fff;padding:14px 20px;font-size:17px;font-weight:bold;">🧭 持仓跟踪 · {stock['name']}（{stock['code']}）</div>
+<div style="background:#1e293b;color:#fff;padding:14px 20px;font-size:17px;font-weight:bold;">🧭 智能体跟踪 · {stock['name']}（{stock['code']}）</div>
 <div style="padding:16px 20px;">
-<p><b>影响度：</b>{meta['impact_score']}/100（{'🔴 重大' if meta['impact_score']>=65 else '🟡 关注'}）<br>
+<p><b>影响度：</b>{meta.get('impact_score', 0)}/100（{'🔴 重大' if int(meta.get('impact_score', 0)) >= 65 else '🟡 关注'}）<br>
-<b>性质：</b>{meta.get('change_kind','')} ｜ <b>显著性：</b>{meta.get('significance','')}</p>
+<b>性质：</b>{meta.get('change_kind', '')} ｜ <b>显著性：</b>{meta.get('significance', '')}</p>
-<p style="font-size:15px;"><b>摘要：</b>{meta.get('summary','')}</p>
+<p style="font-size:15px;"><b>摘要：</b>{meta.get('summary', '')}</p>
-<p style="color:#555;"><b>产业链趋势：</b>{meta.get('chain_trend','')}</p>
+<p style="color:#555;"><b>趋势判断：</b>{meta.get('chain_trend', '')}</p>
-<p style="color:#888;font-size:12px;">个股资讯 {meta['news_counts']['direct']} 条 / 上游 {meta['news_counts']['upstream']} 条 / 下游 {meta['news_counts']['downstream']} 条 / 同业 {meta['news_counts']['peers']} 条</p>
+<p style="color:#888;font-size:12px;">{detail}</p>
 </div></div></body></html>""",
                 cfg=mc)
-            set_tracking_state(last_alert=int(meta["impact_score"]))
+            set_tracking_state(last_alert=int(meta.get("impact_score", 0)))
     except Exception as e:
         log.warning("track notify fail: %s", e)
 
 
+# ===================================================================== 概念/主题跟踪
+def track_concept(name, keywords="", focus=""):
+    """跟踪一个概念/主题：采集相关新闻 → 受益个股梳理 → LLM 深度分析 → 影响度判定"""
+    kw = keywords.strip() or name
+    kw_list = [k.strip() for k in kw.replace("，", ",").split(",") if k.strip()]
+    kws = " ".join(kw_list)
+    # 1) 采集：DB 关键词检索 + RAG 向量检索
+    conds, args = [], []
+    for k in kw_list[:5]:
+        conds.append("(title LIKE ? OR content LIKE ?)")
+        args += [f"%{k}%", f"%{k}%"]
+    args.append(15)
+    db_news = query(
+        f"SELECT id,title,content,source,category,publish_date,sentiment,related_stocks FROM news "
+        f"WHERE ({' OR '.join(conds)}) AND publish_date >= date('now','-45 day') "
+        f"ORDER BY publish_date DESC LIMIT ?", args)
+    rag_hits = _rag_news_text(f"{name} 概念主题 {kws} 最新动态 政策 催化", top_k=8)
+    db_text = _fmt_news(db_news)
+    rag_text = "\n".join(rag_hits) or "  （暂无）"
+    # 2) 受益个股：从 DB 新闻 related_stocks + RAG 命中元数据 code 汇总
+    codes = set()
+    for n in db_news:
+        for c in (n["related_stocks"] or "").split(","):
+            if c:
+                codes.add(c)
+    try:
+        for h in query_vectors(f"{name} {kws} 受益个股", n_results=8, name=CHROMA_NEWS_COLLECTION):
+            c = (h.get("metadata") or {}).get("code")
+            if c:
+                codes.add(c)
+    except Exception:
+        pass
+    related = query("SELECT code, name, industry FROM stocks WHERE code IN (%s)" %
+                     ",".join(["?"] * len(codes)), tuple(codes)) if codes else []
+    related_txt = "、".join(f"{r['name']}({r['code']},{r['industry']})" for r in related) or "暂无"
+    # 3) 提示词
+    prompt = f"""你是资深题材/概念跟踪分析师，正在深度跟踪【{name}】这一概念主题。
+
+【概念/主题】{name}
+【检索关键词】{kws}
+
+【最新相关资讯】
+{db_text}
+{rag_text}
+
+【关联受益个股】{related_txt}
+
+【输出要求】
+第一步，先输出一个 json 代码块（必须最先输出）：
+```json
+{{"significance":"high|medium|low","impact_score":0到100的整数,"change_kind":"利好/利空/中性/震荡","summary":"一句话总结","chain_trend":"题材趋势判断"}}
+```
+第二步，输出 Markdown 分析报告，结构如下：
+## 一、概念主题最新动态
+## 二、核心驱动与催化（政策/产业/事件）
+## 三、受益标的梳理（关联个股及逻辑）
+## 四、市场情绪与资金动向
+## 五、风险提示
+## 关注要点（3-5条）
+
+分析须严格基于资讯，避免编造。impact_score >=65 视为重大变化。"""
+    try:
+        reply = llm_chat([
+            {"role": "system", "content": "你是一名严谨专业的题材与概念跟踪分析师。"},
+            {"role": "user", "content": prompt},
+        ]).strip()
+        if not reply:
+            raise RuntimeError("LLM 返回为空")
+        judge = parse_judge(reply)
+        clean_report = strip_json_block(reply)
+        summary = (judge or {}).get("summary") or _first_heading(clean_report)
+        meta = {
+            "significance": (judge or {}).get("significance", "medium"),
+            "impact_score": int((judge or {}).get("impact_score", 50)),
+            "change_kind": (judge or {}).get("change_kind", "中性"),
+            "summary": summary,
+            "chain_trend": (judge or {}).get("chain_trend", ""),
+            "news_counts": {"direct": len(db_news), "rag": len(rag_hits), "related": len(related)},
+            "keywords": kws,
+        }
+        sources = {"keywords": kws, "db_news": db_text, "rag_news": rag_text,
+                   "related": related_txt}
+        cid = f"CONCEPT:{name}"
+        execute(
+            "INSERT INTO tracking_reports(target_type, code, stock_name, industry, report, meta, sources, status, created_at) "
+            "VALUES('concept',?,?,?,?,?,?,'done',datetime('now','localtime'))",
+            (cid, name, "概念/主题", clean_report, json.dumps(meta, ensure_ascii=False),
+             json.dumps(sources, ensure_ascii=False)))
+        rid = query_one("SELECT MAX(id) id FROM tracking_reports")["id"]
+        _notify_if_significant(rid, {"name": name, "code": cid}, meta)
+        return {"ok": True, "report_id": rid, "meta": meta}
+    except Exception as e:
+        log.exception("track concept %s fail", name)
+        return {"error": str(e)}
+
+
+# ===================================================================== 目标管理
+def list_targets():
+    return query("SELECT * FROM watch_targets ORDER BY type, id")
+
+
+def add_target(ttype, name, code="", keywords=""):
+    name = name.strip()
+    if not name:
+        return {"error": "名称不能为空"}
+    execute("INSERT INTO watch_targets(type, code, name, keywords) VALUES(?,?,?,?)",
+            (ttype, code, name, keywords))
+    return {"ok": True}
+
+
+def delete_target(tid):
+    execute("DELETE FROM watch_targets WHERE id=?", (tid,))
+    return {"ok": True}
+
+
 # ===================================================================== 批量与调度
-def track_watchlist(progress=None):
+def track_all(progress=None):
-    """串行跟踪自选股（持仓）。同一时刻只允许一个跟踪任务（防重复）"""
+    """跟踪全部目标：持仓（自选股）+ 目标(概念/主题/股票)"""
     global _cycle_running
     if _cycle_running:
         return {"tracked": 0, "msg": "已有跟踪任务进行中，请稍后再试"}
     _cycle_running = True
     try:
-        stocks = query("SELECT w.code, s.name FROM watchlist w JOIN stocks s ON s.code=w.code ORDER BY w.added_at")
+        targets = []
-        if not stocks:
+        # 持仓（自选股）
-            return {"tracked": 0, "msg": "自选股为空，请先在股票池添加"}
+        for w in query("SELECT w.code, s.name FROM watchlist w JOIN stocks s ON s.code=w.code ORDER BY w.added_at"):
+            targets.append(("stock", w["code"], w["name"]))
+        # 目标（股票/概念）
+        for t in query("SELECT id, type, code, name, keywords FROM watch_targets WHERE enabled=1 ORDER BY id"):
+            if t["type"] == "stock" and t["code"]:
+                targets.append(("stock", t["code"], t["name"]))
+            else:
+                targets.append(("concept", t["name"], t["keywords"] or t["name"]))
+        # 去重
+        seen, uniq = set(), []
+        for typ, key, name in targets:
+            u = (typ, key)
+            if u in seen:
+                continue
+            seen.add(u)
+            uniq.append((typ, key, name))
+        if not uniq:
+            return {"tracked": 0, "msg": "暂无跟踪目标：请添加持仓/自选股或概念主题目标"}
         results = []
-        for i, st in enumerate(stocks):
+        for i, (typ, key, name) in enumerate(uniq):
-            r = track_stock(st["code"])
+            if typ == "stock":
-            results.append({"code": st["code"], "name": st["name"], **r})
+                r = track_stock(key)
-            set_tracking_state(last_run=time.strftime("%Y-%m-%d %H:%M:%S"), last_stock=st["name"])
+            else:
+                r = track_concept(key, name)
+            results.append({"type": typ, "name": name, **r})
+            set_tracking_state(last_run=time.strftime("%Y-%m-%d %H:%M:%S"), last_stock=name)
             if progress:
-                progress(i + 1, len(stocks))
+                progress(i + 1, len(uniq))
         return {"tracked": len(results), "results": results}
     finally:
         _cycle_running = False
 
 
 def latest_reports(code, limit=5):
-    return query("SELECT id, code, stock_name, industry, meta, status, created_at "
+    return query("SELECT id, target_type, code, stock_name, industry, meta, status, created_at "
                  "FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT ?", (code, limit))
 
 
 def list_reports(limit=30):
-    return query("SELECT id, code, stock_name, industry, meta, status, created_at "
+    return query("SELECT id, target_type, code, stock_name, industry, meta, status, created_at "
                  "FROM tracking_reports ORDER BY id DESC LIMIT ?", (limit,))
 
 
@@ -371,7 +512,7 @@ class TrackingThread(threading.Thread):
                     continue
                 if cfg["enabled"]:
                     try:
-                        r = track_watchlist()
+                        r = track_all()
                         log.info("tracking cycle: %s", r)
                     except Exception as e:
                         log.warning("tracking cycle error: %s", e)

static/js/automation.js

@@ -29,6 +29,8 @@ async function loadAuto() {
     renderTrackingState(tr);
     loadLog();
     loadTrackReports();
+    loadPositions();
+    loadTargets();
   } catch (e) { toast('加载失败'); }
 }
 
@@ -102,6 +104,95 @@ async function runTrackAll() {
   btn.disabled = false;
 }
 
+/* ===================== 持仓（自选股）管理 ===================== */
+async function loadPositions() {
+  try {
+    const d = await api('/api/watchlist');
+    const items = d.items || [];
+    if (!items.length) {
+      $('#posManage').innerHTML = '<div class="empty">暂无持仓。在下方搜索添加，或到 <a href="/stocks">股票池</a> / 个股详情页 ⭐ 添加</div>';
+      return;
+    }
+    $('#posManage').innerHTML = `<table>
+      <tr><th>股票</th><th>现价</th><th>今日</th><th>评分</th><th>操作</th></tr>
+      ${items.map(p => `<tr>
+        <td><a href="/stock/${p.code}" target="_blank"><b>${p.name}</b></a><div style="color:var(--muted);font-size:12px">${p.code} · ${p.industry}</div></td>
+        <td class="num">${p.close}</td>
+        <td class="num ${pctClass(p.change_pct)}">${fmtPct(p.change_pct)}</td>
+        <td class="num">${p.score}</td>
+        <td><button class="btn btn-danger" onclick="removePos('${p.code}')">移除</button></td>
+      </tr>`).join('')}
+    </table>`;
+  } catch (e) { $('#posManage').innerHTML = '<div class="empty">加载失败</div>'; }
+}
+
+async function addPos() {
+  const kw = $('#posSearch').value.trim();
+  if (!kw) return;
+  try {
+    const d = await api('/api/stocks?keyword=' + encodeURIComponent(kw) + '&per=5');
+    const items = d.items || [];
+    if (!items.length) { toast('未找到该股票'); return; }
+    // 精确匹配或取第一个
+    const hit = items.find(x => x.code === kw || x.name === kw) || items[0];
+    await api('/api/watchlist/' + hit.code, { method: 'POST' });
+    toast(`已添加 ${hit.name} 为持仓`);
+    $('#posSearch').value = '';
+    loadPositions();
+  } catch (e) { toast('添加失败'); }
+}
+
+async function removePos(code) {
+  try {
+    await api('/api/watchlist/' + code, { method: 'DELETE' });
+    toast('已移除持仓');
+    loadPositions();
+  } catch (e) { toast('操作失败'); }
+}
+
+/* ===================== 概念/主题/股票目标管理 ===================== */
+async function loadTargets() {
+  try {
+    const d = await api('/api/targets');
+    const items = d.items || [];
+    if (!items.length) {
+      $('#tgtManage').innerHTML = '<div class="empty">暂无跟踪目标，添加概念/主题（如 AI算力、低空经济）或个股目标</div>';
+      return;
+    }
+    $('#tgtManage').innerHTML = `<table>
+      <tr><th>类型</th><th>目标</th><th>检索关键词</th><th>状态</th><th>操作</th></tr>
+      ${items.map(t => `<tr>
+        <td><span class="cat-tag ${t.type === 'concept' ? '行业' : '公司'}">${t.type === 'concept' ? '概念/主题' : '股票'}</span></td>
+        <td><b>${escapeHtml(t.name)}</b>${t.code ? `<div style="color:var(--muted);font-size:12px">${t.code}</div>` : ''}</td>
+        <td style="color:var(--text2)">${escapeHtml(t.keywords || '—')}</td>
+        <td>${t.enabled ? '<span class="tag tag-推荐">跟踪中</span>' : '<span class="tag tag-观望">停用</span>'}</td>
+        <td><button class="btn btn-danger" onclick="removeTarget(${t.id})">移除</button></td>
+      </tr>`).join('')}
+    </table>`;
+  } catch (e) { $('#tgtManage').innerHTML = '<div class="empty">加载失败</div>'; }
+}
+
+async function addTarget() {
+  const type = $('#tgtType').value;
+  const name = $('#tgtName').value.trim();
+  const keywords = $('#tgtKeywords').value.trim();
+  if (!name) { toast('请输入目标名称'); return; }
+  try {
+    await api('/api/targets', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ type, name, keywords }) });
+    toast('已添加跟踪目标');
+    $('#tgtName').value = ''; $('#tgtKeywords').value = '';
+    loadTargets();
+  } catch (e) { toast('添加失败：' + e.message); }
+}
+
+async function removeTarget(id) {
+  try {
+    await api('/api/targets/' + id, { method: 'DELETE' });
+    toast('已移除目标');
+    loadTargets();
+  } catch (e) { toast('操作失败'); }
+}
+
 /* ===================== 日志与报告 ===================== */
 async function loadLog() {
   try {
@@ -129,12 +220,14 @@ async function loadTrackReports() {
       let meta = {};
       try { meta = JSON.parse(r.meta || '{}'); } catch (e) {}
       const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
+      const isConcept = r.target_type === 'concept';
       return `<tr class="row-link" onclick="showTrack(${r.id})">
         <td style="color:var(--muted)">${r.created_at}</td>
-        <td><b>${r.stock_name}</b><div style="color:var(--muted);font-size:12px">${r.code}</div></td>
+        <td><span class="cat-tag ${isConcept ? '行业' : '公司'}">${isConcept ? '概念' : '股票'}</span></td>
+        <td><b>${r.stock_name}</b>${isConcept ? '' : `<div style="color:var(--muted);font-size:12px">${r.code}</div>`}</td>
         <td><span class="tag ${sigCls}">${meta.impact_score || '—'}</span></td>
         <td><span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span></td>
-        <td style="max-width:320px;white-space:normal;color:var(--text2)">${escapeHtml(meta.summary || '')}</td>
+        <td style="max-width:300px;white-space:normal;color:var(--text2)">${escapeHtml(meta.summary || '')}</td>
         <td><button class="btn" onclick="event.stopPropagation();showTrack(${r.id})">查看 ↗</button></td>
       </tr>`;
     }).join('');
@@ -146,16 +239,31 @@ async function showTrack(id) {
     const d = await api('/api/tracking/' + id);
     const meta = d.meta || {}, src = d.sources || {};
     const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
-    const newsBlock = (label, icon, seg) => {
+    const isConcept = d.target_type === 'concept';
-      if (!seg) return '';
+    // 概念报告：展示关键词/资讯/受益个股；股票报告：四环节数据源
-      const txt = ((seg.db || '') + (seg.rag || '')).trim();
+    let sourceHtml = '';
-      return `<details><summary>${icon} ${label} <span class="src-count">${txt.includes('[') ? txt.split('[').length - 1 : 0}</span></summary>
+    if (isConcept) {
-        <div class="src-body"><pre class="src-pre">${escapeHtml(txt || '暂无')}</pre></div></details>`;
+      const dc = (meta.news_counts || {}).direct || 0, rc = (meta.news_counts || {}).rag || 0, nc = (meta.news_counts || {}).related || 0;
-    };
+      sourceHtml = `
+        <details open><summary>🔎 相关资讯（${dc} 条）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.db_news || '')}</pre></div></details>
+        <details><summary>🧠 语义检索命中（${rc} 条）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.rag_news || '')}</pre></div></details>
+        <details><summary>🏢 受益个股（${nc} 只）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.related || '')}</pre></div></details>`;
+    } else {
+      const newsBlock = (label, icon, seg) => {
+        if (!seg) return '';
+        const txt = ((seg.db || '') + (seg.rag || '')).trim();
+        return `<details><summary>${icon} ${label} <span class="src-count">${txt.includes('[') ? txt.split('[').length - 1 : 0}</span></summary>
+          <div class="src-body"><pre class="src-pre">${escapeHtml(txt || '暂无')}</pre></div></details>`;
+      };
+      sourceHtml = newsBlock('个股直接动态', '📄', src.direct) +
+        newsBlock('上游产业链（供给/成本）', '⬆️', src.upstream) +
+        newsBlock('下游产业链（需求/景气）', '⬇️', src.downstream) +
+        newsBlock('同业竞争', '🏢', src.peers);
+    }
     openModal(`
-      <h3>🧭 产业链跟踪：${d.stock_name}（${d.code}）</h3>
+      <h3>${isConcept ? '🎯 概念主题跟踪' : '🧭 产业链跟踪'}：${d.stock_name}${d.code && !isConcept ? '（' + d.code + '）' : ''}</h3>
       <div class="news-meta" style="margin-bottom:12px">
-        <span class="cat-tag">${escapeHtml(d.industry)}</span>
+        <span class="cat-tag ${isConcept ? '行业' : '公司'}">${isConcept ? '概念/主题' : d.industry}</span>
         <span class="tag ${sigCls}">影响度 ${meta.impact_score || '—'}/100</span>
         <span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span>
         <span style="color:var(--muted)">${d.created_at}</span>
@@ -163,14 +271,11 @@ async function showTrack(id) {
       <div class="markdown-body">${mdRender(d.report)}</div>
       <div style="margin-top:16px;border-top:1px solid var(--border);padding-top:10px">
         <b style="color:var(--gold)">数据源（智能体参考内容）</b>
-        ${newsBlock('个股直接动态', '📄', src.direct)}
+        ${sourceHtml}
-        ${newsBlock('上游产业链（供给/成本）', '⬆️', src.upstream)}
-        ${newsBlock('下游产业链（需求/景气）', '⬇️', src.downstream)}
-        ${newsBlock('同业竞争', '🏢', src.peers)}
       </div>
       <div style="margin-top:14px;text-align:right">
         <button class="btn" onclick="document.querySelector('.modal-mask').classList.remove('show')">关闭</button>
-        <a class="btn btn-primary" href="/stock/${d.code}" target="_blank">查看个股 →</a>
+        ${isConcept ? '' : `<a class="btn btn-primary" href="/stock/${d.code}" target="_blank">查看个股 →</a>`}
       </div>
     `);
   } catch (e) { toast('加载失败'); }

static/js/tracking.js

@@ -68,9 +68,11 @@ function renderRecords(items) {
     let meta = {};
     try { meta = JSON.parse(r.meta || '{}'); } catch (e) {}
     const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
+    const isConcept = r.target_type === 'concept';
     return `<tr class="row-link" onclick="showDetail(${r.id})">
       <td style="color:var(--muted)">${r.created_at}</td>
-      <td><b>${r.stock_name}</b><div style="color:var(--muted);font-size:12px">${r.code}</div></td>
+      <td><span class="cat-tag ${isConcept ? '行业' : '公司'}">${isConcept ? '概念/主题' : '股票'}</span></td>
+      <td><b>${r.stock_name}</b>${isConcept ? '' : `<div style="color:var(--muted);font-size:12px">${r.code}</div>`}</td>
       <td style="color:var(--text2)">${escapeHtml(r.industry)}</td>
       <td><span class="tag ${sigCls}">${meta.impact_score || '—'}</span></td>
       <td><span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span></td>
@@ -109,10 +111,25 @@ async function showDetail(id) {
       return `<details><summary>${icon} ${label} <span class="src-count">${txt.includes('[') ? txt.split('[').length - 1 : 0}</span></summary>
         <div class="src-body"><pre class="src-pre">${escapeHtml(txt || '暂无')}</pre></div></details>`;
     };
+    const isConcept = d.target_type === 'concept';
+    let sourceHtml;
+    if (isConcept) {
+      const nc = meta.news_counts || {};
+      sourceHtml = `
+        <details open><summary>🔎 相关资讯（${nc.direct || 0} 条）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.db_news || '')}</pre></div></details>
+        <details><summary>🧠 语义检索命中（${nc.rag || 0} 条）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.rag_news || '')}</pre></div></details>
+        <details><summary>🏢 受益个股（${nc.related || 0} 只）</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.related || '')}</pre></div></details>`;
+    } else {
+      sourceHtml = newsBlock('个股直接动态', '📄', src.direct) +
+        newsBlock('上游产业链（供给/成本）', '⬆️', src.upstream) +
+        newsBlock('下游产业链（需求/景气）', '⬇️', src.downstream) +
+        newsBlock('同业竞争', '🏢', src.peers) +
+        `<details><summary>📈 技术面 / 机构动向</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.indicators || '')}</pre></div></details>`;
+    }
     openModal(`
-      <h3>🧭 产业链跟踪：${d.stock_name}（${d.code}）</h3>
+      <h3>${isConcept ? '🎯 概念主题跟踪' : '🧭 产业链跟踪'}：${d.stock_name}${d.code && !isConcept ? '（' + d.code + '）' : ''}</h3>
       <div class="news-meta" style="margin-bottom:12px">
-        <span class="cat-tag">${escapeHtml(d.industry)}</span>
+        <span class="cat-tag ${isConcept ? '行业' : '公司'}">${isConcept ? '概念/主题' : d.industry}</span>
         <span class="tag ${sigCls}">影响度 ${meta.impact_score || '—'}/100</span>
         <span class="tag tag-${meta.change_kind === '利好' ? '强烈推荐' : meta.change_kind === '利空' ? '负' : '关注'}">${meta.change_kind || '—'}</span>
         <span style="color:var(--muted)">${d.created_at}</span>
@@ -120,15 +137,11 @@ async function showDetail(id) {
       <div class="markdown-body">${mdRender(d.report)}</div>
       <div style="margin-top:16px;border-top:1px solid var(--border);padding-top:10px">
         <b style="color:var(--gold)">数据源（智能体参考内容）</b>
-        ${newsBlock('个股直接动态', '📄', src.direct)}
+        ${sourceHtml}
-        ${newsBlock('上游产业链（供给/成本）', '⬆️', src.upstream)}
-        ${newsBlock('下游产业链（需求/景气）', '⬇️', src.downstream)}
-        ${newsBlock('同业竞争', '🏢', src.peers)}
-        <details><summary>📈 技术面 / 机构动向</summary><div class="src-body"><pre class="src-pre">${escapeHtml(src.indicators || '')}</pre></div></details>
       </div>
       <div style="margin-top:14px;text-align:right">
         <button class="btn" onclick="document.querySelector('.modal-mask').classList.remove('show')">关闭</button>
-        <a class="btn btn-primary" href="/stock/${d.code}" target="_blank">查看个股 →</a>
+        ${isConcept ? '' : `<a class="btn btn-primary" href="/stock/${d.code}" target="_blank">查看个股 →</a>`}
       </div>
     `);
   } catch (e) { toast('加载失败'); }

templates/automation.html

@@ -60,16 +60,42 @@
     </div>
     <div class="flex mt16 wrap">
       <button class="btn btn-primary" onclick="saveTracking()">💾 保存跟踪设置</button>
-      <button class="btn" onclick="runTrackAll()">⚡ 立即跟踪全部持仓</button>
+      <button class="btn" onclick="runTrackAll()">⚡ 立即跟踪全部目标</button>
       <button class="btn" onclick="location.href='/tracking'">🧭 查看全部跟踪报告</button>
     </div>
     <div class="mt16 mini-stats" id="trackingState"></div>
+
+    <!-- 持仓（自选股）管理 -->
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:var(--gold)"></span>💼 持仓（自选股）管理 —— 跟踪对象 = 持仓</div>
+      <div class="flex mb8 wrap">
+        <input class="input" id="posSearch" placeholder="输入代码 / 名称搜索股票，回车添加" style="flex:1;min-width:200px">
+        <button class="btn btn-primary" onclick="addPos()">＋ 添加持仓</button>
+      </div>
+      <div id="posManage" style="overflow:auto;max-height:260px"><div class="loading">加载中…</div></div>
+    </div>
+
+    <!-- 概念/主题目标 -->
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#f472b6"></span>🎯 概念 / 主题 / 股票 跟踪目标</div>
+      <div class="flex mb8 wrap">
+        <select class="input" id="tgtType" style="width:110px">
+          <option value="concept">概念/主题</option>
+          <option value="stock">股票代码</option>
+        </select>
+        <input class="input" id="tgtName" placeholder="目标名称，如：AI算力 / 低空经济（股票类型填代码）" style="flex:1;min-width:200px">
+        <input class="input" id="tgtKeywords" placeholder="检索关键词，逗号分隔（概念填）" style="flex:1;min-width:180px">
+        <button class="btn btn-primary" onclick="addTarget()">＋ 添加目标</button>
+      </div>
+      <div id="tgtManage" style="overflow:auto;max-height:260px"><div class="loading">加载中…</div></div>
+    </div>
+
     <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
       <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#8b5cf6"></span>最近跟踪报告</div>
       <div style="overflow:auto;max-height:340px">
         <table>
-          <thead><tr><th>时间</th><th>股票</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr></thead>
+          <thead><tr><th>时间</th><th>类型</th><th>目标</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr></thead>
-          <tbody id="trackTb"><tr><td colspan="6" class="empty">暂无跟踪记录</td></tr></tbody>
+          <tbody id="trackTb"><tr><td colspan="7" class="empty">暂无跟踪记录</td></tr></tbody>
         </table>
       </div>
     </div>

templates/tracking.html

@@ -5,13 +5,13 @@
 <div class="card">
   <div class="flex between wrap">
     <div style="color:var(--text2);font-size:13px;line-height:1.9">
-      🤖 <b style="color:var(--text)">大模型智能体 + 工作流</b>：定期跟踪<b>自选股（持仓）</b>，除个股公告新闻外，
+      🤖 <b style="color:var(--text)">大模型智能体 + 工作流</b>：定期跟踪<b>持仓/自选股</b>与<b>目标概念/主题/股票</b>。
-      深度分析其<b>产业链上下游与同业</b>动态（上游供给/成本、下游需求/景气、竞争格局），
+      个股跟踪除公告新闻外，深度分析其<b>产业链上下游与同业</b>动态；概念跟踪覆盖题材相关资讯与受益个股。
-      输出专业跟踪报告；发现<b>重大变化自动邮件通知</b>。
+      输出专业报告，发现<b>重大变化自动邮件通知</b>。
-      <div style="color:var(--muted);font-size:12px">跟踪对象 = 自选股（⭐ 股票池/详情页添加）· 自动跟踪间隔可在「系统设置」配置</div>
+      <div style="color:var(--muted);font-size:12px">跟踪对象管理在「⏰ 自动化 → 持仓跟踪」页 · 自动跟踪间隔可在「系统设置」配置</div>
     </div>
     <div class="flex wrap">
-      <button class="btn btn-primary" onclick="runAll()">⚡ 立即跟踪全部持仓</button>
+      <button class="btn btn-primary" onclick="runAll()">⚡ 立即跟踪全部目标</button>
       <button class="btn" onclick="load()">🔄 刷新</button>
     </div>
   </div>
@@ -27,8 +27,8 @@
   <div class="card-title"><span class="bar" style="background:var(--gold)"></span>全部跟踪记录</div>
   <div style="overflow:auto;max-height:520px">
     <table>
-      <thead><tr><th>时间</th><th>股票</th><th>行业</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr></thead>
+      <thead><tr><th>时间</th><th>类型</th><th>目标</th><th>行业</th><th>影响度</th><th>性质</th><th>摘要</th><th>操作</th></tr></thead>
-      <tbody id="recTb"><tr><td colspan="7" class="empty">暂无跟踪记录，点击上方「立即跟踪全部持仓」开始</td></tr></tbody>
+      <tbody id="recTb"><tr><td colspan="8" class="empty">暂无跟踪记录，点击上方「立即跟踪全部持仓」开始</td></tr></tbody>
     </table>
   </div>
 </div>