v1.7.1: README 更新每日定时报告模块

README.md

@@ -16,7 +16,7 @@
 | 📊 仪表盘 | `/` | 三大指数、市场情绪、今日荐股 TOP5、行业热度、最新要闻、自选股 |
 | 🏢 股票池 | `/stocks` | 68 只股票搜索/行业/板块/评级筛选，一键 ⭐ 自选 |
 | 🎯 荐股中心 | `/recommend` | 六因子评分排名 + 推荐理由 + AI 深度分析入口 |
-| ⏰ 自动化 | `/automation` | 双选项卡：舆情驱动自动化 + 持仓跟踪智能体（配置/状态/日志/报告） |
+| ⏰ 自动化 | `/automation` | 双选项卡：舆情驱动自动化 + 持仓跟踪智能体（配置/持仓管理/目标管理/日志/报告） |
 | 📈 量化策略 | `/strategies` | 6 主流策略全市场回测榜 + 单股净值曲线 + 交易明细 |
 | 📰 财经新闻 | `/news` | 新闻分类/搜索/情感标签/关联个股，RAG 语料库 |
 | 🏦 机构动向 | `/institutions` | 27 家机构、评级变动榜、基金增减持榜、机构详情 |
@@ -24,7 +24,7 @@
 | 📑 AI 分析详情 | `/analysis/<id>` | 研报正文 + **大模型参考的数据源**（RAG新闻/概况/指标/评级/持仓/提示词） |
 | 🧭 持仓跟踪报告 | `/tracking` | 产业链深度跟踪报告总览（⏰ 自动化页入口进入） |
 | 🔧 系统设置 | `/settings` | 邮件 SMTP + 大模型接口配置 |
-| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、依赖体检 |
+| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、**定时报告手动触发与日志** |
 
 ---
 
@@ -130,7 +130,10 @@ cd works/stock-advisor
 | `strategy_backtests` | 策略回测结果（408 条） | strategy/code/metrics/equity/trades |
 | `settings` | 系统设置 KV | key/value |
 | `notification_log` | 舆情通知日志 | news_id/importance/status |
-| `tracking_reports` | 持仓跟踪报告（含数据源/影响度 JSON） | code/report/meta/sources |
+| `watch_targets` | 跟踪目标（概念/主题/股票） | type/name/keywords/enabled |
+| `tracking_reports` | 跟踪报告（含类型/数据源/影响度 JSON） | target_type/code/report/meta |
+| `report_log` | 定时报告发送日志 | kind/subject/status |
+| `global_markets` | 全球主要指数（模拟） | date/data(JSON) |
 
 ---
 
@@ -199,28 +202,50 @@ cd works/stock-advisor
 
 ### 5. 持仓跟踪智能体（engine/agent.py + chain_data.py）
 
-对**自选股（持仓）**定期主动跟踪，由**大模型智能体 + 工作流**驱动：
+对**持仓（自选股）**与**目标概念/主题/股票**定期主动跟踪，由**大模型智能体 + 工作流**驱动：
 
 ```
-工作流：读取产业链知识库 → RAG+DB 采集(个股/上游/下游/同业) → LLM 产业链深度分析
+工作流：读取产业链知识库 → RAG+DB 采集(个股/上游/下游/同业 或 概念资讯/受益股) → LLM 深度分析
       → 影响度判定(0-100) → 入库 tracking_reports → 重大变化(≥阈值)邮件通知
 ```
 
+- **跟踪对象**（`watch_targets` 表 + 自选股）
+  - 💼 持仓（自选股）：⏰ 自动化→持仓管理 或 股票池/详情页 ⭐ 添加
+  - 🎯 概念/主题目标：如「AI算力」「低空经济」「固态电池」（关键词检索）
+  - 🎯 股票目标：额外跟踪的个股代码
 - **产业链知识库** `chain_data.py`：覆盖 40+ 行业，每个行业定义 上游(供给/成本)/下游(需求/客户)/同业 + 检索关键词（引用池内股票代码便于 RAG 过滤）
-- **深度分析报告**结构：个股最新动态 / 上游产业链分析 / 下游产业链分析 / 同行业竞争格局 / 产业链传导与投资启示 / 风险提示 / 关注要点
+- **个股深度分析**：个股最新动态 / 上游产业链分析 / 下游产业链分析 / 同行业竞争格局 / 产业链传导与投资启示 / 风险提示 / 关注要点
+- **概念/主题深度分析**：题材最新动态 / 核心驱动与催化 / 受益标的梳理 / 市场情绪与资金 / 风险提示 / 关注要点
 - **影响度判定**：大模型输出 JSON（significance / impact_score / change_kind / summary / chain_trend），前置输出防截断，容错解析
-- **主动调度**：后台调度器按间隔（默认 60 分钟）跟踪全部自选股；支持「立即跟踪全部/单只」
-- **重大变化通知**：impact_score ≥ 阈值（默认 65）自动邮件
-- **页面 `/tracking`**：持仓最近跟踪一览 + 全部跟踪记录 + 详情弹窗（报告 + 四环节数据源）
+- **主动调度**：后台调度器按间隔（默认 60 分钟）跟踪全部持仓+目标；支持「立即跟踪全部目标/单只」
+- **重大变化通知**：impact_score ≥ 阈值（默认 65）自动邮件（股票/概念通用）
+- **页面 `/tracking`**：股票+概念报告总览；**⏰ 自动化**页可管理持仓与目标、查看最近报告
 
-### 5. 系统设置（/settings）
+### 6. 系统设置（/settings）
 
 - **📧 邮件**：SMTP 服务器/端口/加密模式（plain/starttls/ssl）/账号/密码/收件人 + 测试邮件
 - **🤖 大模型**：base_url / api_key / model（**运行时生效**）+ 测试连接
-- **📰 监控**：开关/间隔/分类/阈值/关键词 + 立即扫描 + 通知日志
 
 > 设置存入 `settings` 表，优先于 `config.py` 默认值，无需改代码。
 
+### 7. 每日定时报告（engine/report.py + reports.py + cron）
+
+工作日自动发送两封行情报告到邮箱：
+
+| 时段 | cron | 内容 |
+|---|---|---|
+| 🌅 盘前分析 | `0 9 * * 1-5` | 昨日市场回顾 / 昨日至今要闻 / 全球市场 / 持仓与关注目标 / 盘前研判 |
+| 🌇 盘后总结 | `30 15 * * 1-5` | 今日市场总结 / 今日要闻 / 全球市场 / 持仓表现 / 盘后研判 |
+
+每期输出**两份报告**：
+- **简单版**：邮件正文（指数/涨跌结构/要闻/持仓/目标 + AI 研判速览）
+- **详细版**：HTML 附件（数据总览表格 + 全球市场 + 持仓明细 + AI 深度分析全文）
+
+- **全球市场数据** `global_markets` 表（模拟）：道琼斯/纳斯达克/标普/恒生/日经/KOSPI/德法英等 9 大指数
+- 报告由 DeepSeek 基于当日数据生成研判（简版+详版两次调用），失败自动降级为数据速览
+- **手动触发**：数据管理页「定时报告」卡片（🌅/🌇 按钮）+ 发送日志 `report_log` 表
+- CLI：`python3 reports.py premarket|postmarket`
+
 ---
 
 ## 🔌 API 文档
@@ -357,6 +382,8 @@ IS_MOCK = False
 | v1.3.0 | 舆情驱动自动化（定期扫新闻→邮件通知）+ 系统设置区（邮件/大模型/监控可配） |
 | v1.4.0 | 持仓跟踪智能体：产业链上下游深度分析（上游供给/成本、下游需求/景气、同业），影响度判定+重大变化通知 |
 | v1.5.0 | 舆情监控与持仓跟踪合并为「⏰ 自动化」导航入口（双选项卡）；修复布尔设置存储兼容 |
+| v1.6.0 | 目标跟踪：概念/主题/股票（watch_targets），概念智能体分析+受益个股，持仓管理与目标管理，报告支持双类型 |
+| v1.7.0 | 每日定时报告：工作日 9:00 盘前 / 15:30 盘后，简版正文+详细版附件，全球市场数据，cron 定时+手动触发 |
 
 ---
 

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 +718,55 @@ 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))
+
+
+# ------------------------------------------------------------------ 定时报告
+@app.route("/api/report/send", methods=["POST"])
+def api_report_send():
+    """手动触发定时报告（后台生成 + 邮件）"""
+    from engine.report import send_daily_report
+    import threading
+    body = request.get_json(silent=True) or {}
+    kind = body.get("kind", "premarket")
+
+    def run():
+        try:
+            r = send_daily_report(kind)
+            log.info("report send: %s", r)
+        except Exception as e:
+            log.error("report send fail: %s", e)
+
+    threading.Thread(target=run, daemon=True).start()
+    return jsonify({"ok": True, "msg": f"{'盘前分析' if kind == 'premarket' else '盘后总结'}生成已启动，约需 1-2 分钟"})
+
+
+@app.route("/api/report/log")
+def api_report_log():
+    from engine.report import report_log
+    return jsonify({"items": report_log()})
+
+
 # ------------------------------------------------------------------ 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',
@@ -153,12 +154,38 @@ 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 report_log (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  kind TEXT DEFAULT '',               -- premarket / postmarket
+  subject TEXT DEFAULT '',
+  brief_len INTEGER DEFAULT 0,
+  detail_len INTEGER DEFAULT 0,
+  status TEXT DEFAULT 'sent',
+  message TEXT DEFAULT '',
+  sent_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）
   sz REAL DEFAULT 0,   -- 深证成指（点）
   cy REAL DEFAULT 0    -- 创业板指（点）
 );
+
+CREATE TABLE IF NOT EXISTS global_markets (
+  date TEXT PRIMARY KEY,
+  data TEXT DEFAULT '{}'   -- JSON：全球主要指数 {key: {value, chg}}
+);
 """
 
 
@@ -187,6 +214,10 @@ 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 +250,8 @@ 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", "global_markets", "report_log"):
         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) "
-                "VALUES(?,?,?,?,?,?,'done',datetime('now','localtime'))",
+                "INSERT INTO tracking_reports(target_type, code, stock_name, industry, report, meta, sources, status, created_at) "
+                "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>
-<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="color:#555;"><b>产业链趋势：</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><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>
+<p style="font-size:15px;"><b>摘要：</b>{meta.get('summary', '')}</p>
+<p style="color:#555;"><b>趋势判断：</b>{meta.get('chain_trend', '')}</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):
-    """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）"""
+def track_all(progress=None):
+    """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")
-        if not stocks:
-            return {"tracked": 0, "msg": "自选股为空，请先在股票池添加"}
+        targets = []
+        # 持仓（自选股）
+        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):
-            r = track_stock(st["code"])
-            results.append({"code": st["code"], "name": st["name"], **r})
-            set_tracking_state(last_run=time.strftime("%Y-%m-%d %H:%M:%S"), last_stock=st["name"])
+        for i, (typ, key, name) in enumerate(uniq):
+            if typ == "stock":
+                r = track_stock(key)
+            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)

engine/notifier.py

@@ -30,11 +30,25 @@ STRONG_WORDS = ["回购", "中标", "减持", "问询", "停牌", "重组", "预
 
 
 # ===================================================================== 邮件
-def send_email(subject, html_body, to=None, cfg=None, sender_name=None):
-    """发送 HTML 邮件。cfg 来自设置；失败抛异常（调用方捕获）"""
+def send_email(subject, html_body, to=None, cfg=None, sender_name=None, attachments=None):
+    """发送 HTML 邮件。cfg 来自设置；attachments: [{filename, content(bytes)}]；失败抛异常"""
+    from email.mime.multipart import MIMEMultipart
+    from email.mime.base import MIMEBase
+    from email import encoders
     cfg = cfg or mail_config()
     to = to or cfg["email_to"]
-    msg = MIMEText(html_body, "html", "utf-8")
+    if attachments:
+        msg = MIMEMultipart()
+        msg.attach(MIMEText(html_body, "html", "utf-8"))
+        for att in attachments:
+            part = MIMEBase("application", "octet-stream")
+            part.set_payload(att.get("content") or b"")
+            encoders.encode_base64(part)
+            part.add_header("Content-Disposition", "attachment",
+                            filename=("utf-8", "", att.get("filename", "report.html")))
+            msg.attach(part)
+    else:
+        msg = MIMEText(html_body, "html", "utf-8")
     msg["From"] = formataddr((sender_name or cfg["sender_name"], cfg["smtp_user"]))
     msg["To"] = to
     msg["Subject"] = subject

engine/report.py

@@ -0,0 +1,463 @@
+# -*- coding: utf-8 -*-
+"""
+每日行情报告引擎（盘前 / 盘后）
+- premarket  : 工作日 9:00 —— 昨日市场回顾 / 昨日至今要闻 / 全球市场 / 持仓与关注目标 / 盘前研判
+- postmarket : 交易日 15:30 —— 今日市场总结 / 今日要闻 / 全球市场 / 持仓表现 / 盘后研判
+每期输出两份报告：
+  简单版 —— 邮件正文（HTML，快速浏览）
+  详细版 —— HTML 附件（完整结构化 + AI 深度解读）
+"""
+import datetime as dt
+import html as html_mod
+import json
+import logging
+import time
+
+from database import query, query_one, execute
+from settings import mail_config
+from engine.analyst import llm_chat
+
+log = logging.getLogger("report")
+
+GLOBAL_ORDER = ["dji", "nasdaq", "sp500", "hsi", "nikkei", "kospi", "dax", "cac", "ftse"]
+KIND_META = {
+    "premarket": {"name": "盘前分析", "scope": "昨日与今日", "title": "盘前 · 昨日市场回顾与今日展望"},
+    "postmarket": {"name": "盘后总结", "scope": "今日", "title": "盘后 · 今日市场总结"},
+}
+
+
+# ===================================================================== 数据采集
+def latest_trading_day():
+    r = query_one("SELECT MAX(date) d FROM stock_daily")
+    return r["d"] if r else dt.date.today().isoformat()
+
+
+def collect_market(day):
+    """指数 / 涨跌 / 量能 / 行业 / 个股"""
+    idx = query("SELECT * FROM market_index WHERE date<=? ORDER BY date DESC LIMIT 2", (day,))
+    latest = idx[0] if idx else {}
+    prev = idx[1] if len(idx) > 1 else latest
+    inds = []
+    for k, label in (("sh", "上证指数"), ("sz", "深证成指"), ("cy", "创业板指")):
+        cur, old = latest.get(k, 0), prev.get(k, 0) or 1
+        inds.append({"key": k, "label": label, "value": cur,
+                     "chg": round((cur - old) / old * 100, 2)})
+    stat = query_one(
+        "SELECT COUNT(*) total, SUM(CASE WHEN change_pct>0 THEN 1 ELSE 0 END) up,"
+        "SUM(CASE WHEN change_pct<0 THEN 1 ELSE 0 END) down,"
+        "SUM(CASE WHEN change_pct>=9.8 THEN 1 ELSE 0 END) limit_up,"
+        "SUM(CASE WHEN change_pct<=-9.8 THEN 1 ELSE 0 END) limit_down,"
+        "ROUND(SUM(amount)/10000,2) amount_yi "
+        "FROM stock_daily WHERE date=?", (day,))
+    heat = query(
+        "SELECT s.industry, ROUND(AVG(d.change_pct),2) chg, COUNT(*) cnt "
+        "FROM stock_daily d JOIN stocks s ON s.code=d.code WHERE d.date=? "
+        "GROUP BY s.industry ORDER BY chg DESC", (day,))
+    gainers = query(
+        "SELECT s.name, s.code, s.industry, d.change_pct FROM stock_daily d "
+        "JOIN stocks s ON s.code=d.code WHERE d.date=? ORDER BY d.change_pct DESC LIMIT 8", (day,))
+    losers = query(
+        "SELECT s.name, s.code, s.industry, d.change_pct FROM stock_daily d "
+        "JOIN stocks s ON s.code=d.code WHERE d.date=? ORDER BY d.change_pct ASC LIMIT 8", (day,))
+    return {"date": day, "indexes": inds, "stat": stat, "heat": heat,
+            "gainers": gainers, "losers": losers}
+
+
+def collect_news(since_date, limit=20):
+    rows = query(
+        "SELECT id,title,content,source,category,publish_date,sentiment,related_stocks FROM news "
+        "WHERE publish_date>=? ORDER BY publish_date DESC, id DESC LIMIT ?", (since_date, limit))
+    # 按重要度排序（类别权重 + 情感强度）
+    w = {"公司": 3, "业绩": 3, "机构观点": 2, "行业": 2, "市场": 1}
+    for n in rows:
+        n["_score"] = w.get(n["category"], 1) * 10 + abs(n["sentiment"]) * 5
+    rows.sort(key=lambda x: x["_score"], reverse=True)
+    return rows
+
+
+def collect_positions():
+    rows = query(
+        "SELECT w.code, s.name, s.industry, s.market_cap, d.close, d.change_pct "
+        "FROM watchlist w JOIN stocks s ON s.code=w.code "
+        "LEFT JOIN stock_daily d ON d.code=s.code AND d.date=(SELECT MAX(date) FROM stock_daily) "
+        "ORDER BY w.added_at")
+    out = []
+    for r in rows:
+        sc = query_one(
+            "SELECT AVG(sentiment) s FROM news WHERE (related_stocks=? OR related_stocks LIKE ? OR related_stocks LIKE ?) "
+            "AND publish_date>=date('now','-7 day')", (r["code"], f"%,{r['code']}", f"{r['code']},%"))
+        out.append({**r, "news_score": round(sc["s"], 2) if sc and sc["s"] is not None else 0})
+    return out
+
+
+def collect_targets():
+    tgts = query("SELECT id, type, code, name, keywords FROM watch_targets WHERE enabled=1")
+    out = []
+    for t in tgts:
+        if t["type"] == "stock" and t["code"]:
+            latest = query_one(
+                "SELECT meta, created_at FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT 1", (t["code"],))
+        else:
+            latest = query_one(
+                "SELECT meta, created_at FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT 1",
+                (f"CONCEPT:{t['name']}",))
+        m = json.loads(latest["meta"]) if latest else {}
+        out.append({"type": t["type"], "name": t["name"],
+                    "impact": m.get("impact_score"), "change_kind": m.get("change_kind"),
+                    "summary": m.get("summary", ""), "tracked_at": latest["created_at"] if latest else None})
+    return out
+
+
+def collect_global():
+    r = query_one("SELECT date, data FROM global_markets ORDER BY date DESC LIMIT 1")
+    if not r:
+        return []
+    try:
+        data = json.loads(r["data"])
+    except Exception:
+        return []
+    items = []
+    for k in GLOBAL_ORDER:
+        if k in data:
+            items.append(data[k])
+    return items
+
+
+# ===================================================================== 文本渲染
+def fmt_market(mkt):
+    s = mkt["stat"] or {}
+    idx_txt = "  ".join(f"{i['label']} {i['value']:.2f} ({i['chg']:+.2f}%)" for i in mkt["indexes"])
+    heat_txt = "、".join(f"{h['industry']}({h['chg']:+.2f}%)" for h in mkt["heat"][:6]) or "无"
+    g_txt = "、".join(f"{g['name']}({g['change_pct']:+.2f}%)" for g in mkt["gainers"][:5])
+    l_txt = "、".join(f"{g['name']}({g['change_pct']:+.2f}%)" for g in mkt["losers"][:5])
+    return {
+        "idx": idx_txt,
+        "breadth": (f"上涨 {s.get('up',0)} / 下跌 {s.get('down',0)} 家，"
+                    f"涨停 {s.get('limit_up',0)} / 跌停 {s.get('limit_down',0)}，"
+                    f"两市成交 {s.get('amount_yi',0)} 亿"),
+        "heat": heat_txt,
+        "gainers": g_txt or "无",
+        "losers": l_txt or "无",
+    }
+
+
+def fmt_news(news, top=8):
+    lines = []
+    for n in news[:top]:
+        tone = "利好" if n["sentiment"] > 0 else ("利空" if n["sentiment"] < 0 else "中性")
+        lines.append(f"- [{n['publish_date']}] {n['title']}（{n['category']}·{tone}{n['sentiment']:+.2f}）{n['content'][:60]}")
+    return "\n".join(lines) or "（暂无）"
+
+
+def fmt_positions(pos):
+    if not pos:
+        return "（当前无持仓/自选股）"
+    return "\n".join(
+        f"- {p['name']}({p['code']}) {p['industry']} 收盘{p['close']} ({p['change_pct']:+.2f}%) 市值{p['market_cap']:.0f}亿 近7日消息面{p['news_score']:+.2f}"
+        for p in pos)
+
+
+def fmt_targets(tgts):
+    if not tgts:
+        return "（当前无跟踪目标）"
+    return "\n".join(
+        f"- [{t['type']}] {t['name']} 影响度{t['impact'] or '--'}/100 {t['change_kind'] or ''} {t['summary'][:50]}"
+        for t in tgts)
+
+
+def fmt_global(items):
+    return "  ".join(f"{g.get('label','')} {g.get('value',0):.2f} ({g.get('chg',0):+.2f}%)" for g in items) or "（暂无）"
+
+
+# ===================================================================== 生成报告
+def _build_context(kind):
+    day = latest_trading_day()
+    mkt = collect_market(day)
+    fm = fmt_market(mkt)
+    if kind == "premarket":
+        news = collect_news(day, limit=24)
+        scope_txt = "昨日/最近交易日"
+    else:
+        news = collect_news(day, limit=24)
+        scope_txt = "今日"
+    pos = collect_positions()
+    tgts = collect_targets()
+    glob = collect_global()
+    ctx = {
+        "kind_name": KIND_META[kind]["name"],
+        "date": day,
+        "scope": scope_txt,
+        "mkt": mkt, "fm": fm,
+        "news": news, "news_txt": fmt_news(news, 10),
+        "pos": pos, "pos_txt": fmt_positions(pos),
+        "tgts": tgts, "tgts_txt": fmt_targets(tgts),
+        "global_txt": fmt_global(glob),
+        "global": glob,
+    }
+    return ctx
+
+
+def _base_prompt(ctx, detailed):
+    d = ctx["date"]
+    title = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]["title"] if False else ""
+    kind = "盘前分析" if "盘前" in ctx["kind_name"] else "盘后总结"
+    return f"""你是资深A股市场分析师，请基于下方【数据】生成一份{kind}报告。
+
+【报告日期】{d}
+【指数】{ctx['fm']['idx']}
+【涨跌结构】{ctx['fm']['breadth']}
+【领涨行业】{ctx['fm']['heat']}
+【领涨个股】{ctx['fm']['gainers']}
+【领跌个股】{ctx['fm']['losers']}
+【重点要闻】
+{ctx['news_txt']}
+【全球市场】
+{ctx['global_txt']}
+【持仓/自选股】
+{ctx['pos_txt']}
+【关注目标/主题】
+{ctx['tgts_txt']}
+"""
+
+
+def _brief_prompt(ctx):
+    return _base_prompt(ctx, False) + """
+【输出要求】输出一份精炼的盘前/盘后速览（约 200-300 字），Markdown 格式，包含：
+1. 一句话大盘研判
+2. 3-5 条关键要点（行情/消息/持仓/主题）
+3. 今日关注提示
+要求信息密集、数据准确，不要编造数据。"""
+
+
+def _detail_prompt(ctx):
+    return _base_prompt(ctx, True) + """
+【输出要求】输出一份完整的盘前/盘后分析报告（Markdown），结构如下：
+## 一、市场概览（指数表现/涨跌结构/量能/领涨领跌板块个股解读）
+## 二、消息面解析（分类解读重点要闻及影响：政策/行业/公司/机构观点）
+## 三、全球市场联动（外围市场表现及对A股的传导）
+## 四、持仓表现（逐只点评：涨跌、评分依据、近期消息面）
+## 五、关注目标/主题（各主题/个股的最新动态与影响度解读）
+## 六、操作策略与风险提示
+数据须严格来自上文【数据】，可补充合理分析逻辑，不得编造数字。"""
+
+
+def generate_reports(kind):
+    """生成 (brief_html, detail_html)"""
+    ctx = _build_context(kind)
+    brief_md = ""
+    detail_md = ""
+    try:
+        brief_md = llm_chat([
+            {"role": "system", "content": "你是一名严谨专业的A股市场分析师。"},
+            {"role": "user", "content": _brief_prompt(ctx)},
+        ]).strip()
+    except Exception as e:
+        log.warning("brief llm fail: %s", e)
+    try:
+        detail_md = llm_chat([
+            {"role": "system", "content": "你是一名严谨专业的A股市场分析师。"},
+            {"role": "user", "content": _detail_prompt(ctx)},
+        ]).strip()
+    except Exception as e:
+        log.warning("detail llm fail: %s", e)
+
+    brief_html = _render_brief(ctx, brief_md)
+    detail_html = _render_detail(ctx, detail_md)
+    return brief_html, detail_html
+
+
+# ===================================================================== 渲染
+def _render_brief(ctx, brief_md):
+    kind = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]
+    rows = []
+    for i in ctx["mkt"]["indexes"]:
+        rows.append(f"<b style='color:{'#e03e3e' if i['chg']>=0 else '#17a34a'}'>{i['label']} {i['value']:.2f} ({i['chg']:+.2f}%)</b>")
+    news_li = "".join(f"<li>[{n['publish_date']}] {html_mod.escape(n['title'])} <span style='color:#888'>({n['category']})</span></li>"
+                      for n in ctx["news"][:6]) or "<li>暂无</li>"
+    pos_li = "".join(f"<li><b>{p['name']}</b>({p['code']}) 收{p['close']} "
+                     f"<b style='color:{'#e03e3e' if p['change_pct']>=0 else '#17a34a'}'>{p['change_pct']:+.2f}%</b> · {p['industry']}</li>"
+                     for p in ctx["pos"]) or "<li>暂无持仓</li>"
+    tgt_li = "".join(f"<li>{html_mod.escape(t['name'])}（影响度{t['impact'] or '--'}，{t['change_kind'] or '—'}）</li>"
+                     for t in ctx["tgts"][:5]) or "<li>暂无目标</li>"
+    gb = " ｜ ".join(f"{g.get('label','')} {g.get('value',0):.2f} "
+                     f"<b style='color:{'#e03e3e' if g.get('chg',0)>=0 else '#17a34a'}'>({g.get('chg',0):+.2f}%)</b>" for g in ctx["global"][:6])
+    ai = html_mod.escape(brief_md) if brief_md else "（AI 简评生成失败，请查看附件详细版）"
+    return f"""<html><body style="font-family:Microsoft YaHei,Arial;background:#f5f6f8;padding:20px;">
+<div style="max-width:680px;margin:auto;background:#fff;border-radius:8px;border:1px solid #e5e7eb;overflow:hidden;">
+<div style="background:#1e293b;color:#fff;padding:16px 22px;">
+  <div style="font-size:20px;font-weight:bold;">📊 智能荐股 · {kind['name']}</div>
+  <div style="font-size:12px;opacity:.8;margin-top:4px;">{ctx['date']} · 简版速览 · 详细版见附件</div>
+</div>
+<div style="padding:18px 22px;">
+  <div style="font-size:15px;color:#333;margin-bottom:6px;">🔎 大盘：</div>
+  <div style="font-size:15px;">{'　'.join(rows)}</div>
+  <div style="color:#666;font-size:13px;margin-top:4px;">{ctx['fm']['breadth']}</div>
+  <div style="color:#666;font-size:13px;margin-top:4px;"><b>领涨行业：</b>{ctx['fm']['heat']}</div>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">📰 重点要闻：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{news_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🌏 全球市场：</div>
+  <div style="color:#444;font-size:13px;">{gb}</div>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">💼 持仓：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{pos_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🎯 关注目标/主题：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{tgt_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🤖 AI 研判：</div>
+  <div style="color:#333;font-size:13px;line-height:1.8;white-space:pre-wrap;">{ai}</div>
+</div>
+<div style="background:#f8fafc;padding:10px 22px;color:#94a3b8;font-size:11px;text-align:center;">
+  智能荐股系统自动生成 · 内容基于模拟数据，仅供演示，不构成投资建议
+</div></div></body></html>"""
+
+
+def _md_to_html(md):
+    """极简 Markdown → HTML（用于附件详细版）"""
+    md = html_mod.escape(md or "")
+    out, in_list = [], False
+    for line in md.splitlines():
+        line = line.rstrip()
+        if not line:
+            if in_list:
+                out.append("</ul>"); in_list = False
+            continue
+        if line.startswith("## "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h2>{line[3:]}</h2>")
+        elif line.startswith("### "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h3>{line[4:]}</h3>")
+        elif line.startswith("##"):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h2>{line[2:].strip()}</h2>")
+        elif line.startswith("- "):
+            if not in_list:
+                out.append("<ul>"); in_list = True
+            out.append(f"<li>{line[2:]}</li>")
+        elif line.startswith("# "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h1>{line[2:]}</h1>")
+        else:
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<p>{line}</p>")
+    if in_list:
+        out.append("</ul>")
+    return "".join(out)
+
+
+def _render_detail(ctx, detail_md):
+    kind = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]
+    idx_rows = "".join(
+        f"<tr><td>{i['label']}</td><td>{i['value']:.2f}</td>"
+        f"<td style='color:{'#e03e3e' if i['chg']>=0 else '#17a34a'}'>{i['chg']:+.2f}%</td></tr>"
+        for i in ctx["mkt"]["indexes"])
+    stat = ctx["mkt"]["stat"] or {}
+    heat_rows = "".join(f"<tr><td>{h['industry']}</td><td>{h['cnt']}</td>"
+                        f"<td style='color:{'#e03e3e' if h['chg']>=0 else '#17a34a'}'>{h['chg']:+.2f}%</td></tr>"
+                        for h in ctx["mkt"]["heat"])
+    g_rows = "".join(f"<tr><td>{g['name']}</td><td>{g['code']}</td>"
+                     f"<td style='color:{'#e03e3e' if g['change_pct']>=0 else '#17a34a'}'>{g['change_pct']:+.2f}%</td></tr>"
+                     for g in ctx["mkt"]["gainers"])
+    l_rows = "".join(f"<tr><td>{g['name']}</td><td>{g['code']}</td>"
+                     f"<td style='color:{'#e03e3e' if g['change_pct']>=0 else '#17a34a'}'>{g['change_pct']:+.2f}%</td></tr>"
+                     for g in ctx["mkt"]["losers"])
+    news_rows = "".join(
+        f"<tr><td>{n['publish_date']}</td><td>{n['category']}</td><td>{html_mod.escape(n['title'])}</td>"
+        f"<td style='color:{'#e03e3e' if n['sentiment']>=0 else '#17a34a'}'>{n['sentiment']:+.2f}</td></tr>"
+        for n in ctx["news"][:15])
+    pos_rows = "".join(
+        f"<tr><td><b>{p['name']}</b>{p['code']}</td><td>{p['industry']}</td><td>{p['close']}</td>"
+        f"<td style='color:{'#e03e3e' if p['change_pct']>=0 else '#17a34a'}'>{p['change_pct']:+.2f}%</td>"
+        f"<td>{p['market_cap']:.0f}亿</td><td>{p['news_score']:+.2f}</td></tr>"
+        for p in ctx["pos"]) or "<tr><td colspan='6'>暂无持仓</td></tr>"
+    gb_rows = "".join(f"<tr><td>{g.get('label','')}</td><td>{g.get('value',0):.2f}</td>"
+                      f"<td style='color:{'#e03e3e' if g.get('chg',0)>=0 else '#17a34a'}'>{g.get('chg',0):+.2f}%</td></tr>"
+                      for g in ctx["global"])
+    body = _md_to_html(detail_md) if detail_md else "<p>（AI 分析生成失败）</p>"
+    return f"""<!DOCTYPE html><html lang="zh-CN"><head><meta charset="UTF-8">
+<title>智能荐股 · {kind['name']} {ctx['date']}</title>
+<style>
+body{{font-family:Microsoft YaHei,Arial,sans-serif;background:#f5f6f8;padding:24px;color:#333;line-height:1.8;}}
+.wrap{{max-width:820px;margin:auto;background:#fff;border:1px solid #e5e7eb;border-radius:10px;overflow:hidden;}}
+.head{{background:#1e293b;color:#fff;padding:20px 28px;}}
+.head h1{{margin:0;font-size:22px;}}
+.head .sub{{font-size:12px;opacity:.8;margin-top:4px;}}
+.body{{padding:20px 28px;}}
+h2{{border-bottom:2px solid #eef2f7;padding-bottom:8px;margin-top:28px;color:#1e293b;font-size:18px;}}
+h3{{color:#334155;margin-top:18px;}}
+table{{width:100%;border-collapse:collapse;margin:10px 0;font-size:13px;}}
+th,td{{border:1px solid #e5e7eb;padding:7px 10px;text-align:left;}}
+th{{background:#f8fafc;color:#475569;}}
+.up{{color:#e03e3e;}}.down{{color:#17a34a;}}
+.card{{background:#f8fafc;border:1px solid #e5e7eb;border-radius:8px;padding:14px 16px;margin:12px 0;font-size:13px;}}
+.foot{{background:#f8fafc;padding:12px 28px;color:#94a3b8;font-size:11px;text-align:center;}}
+</style></head><body><div class="wrap">
+<div class="head">
+  <h1>📊 智能荐股 · {kind['name']}（{ctx['date']}）</h1>
+  <div class="sub">市场/要闻/全球/持仓/主题 全景分析 · 详细版报告 · 自动生成</div>
+</div>
+<div class="body">
+  <h2>〇、数据总览</h2>
+  <div class="card"><b>指数</b><table><tr><th>指数</th><th>收盘</th><th>涨跌</th></tr>{idx_rows}</table>
+  <b>涨跌结构</b>：{ctx['fm']['breadth']}</div>
+  <div class="card"><b>行业热度</b><table><tr><th>行业</th><th>家数</th><th>平均涨跌</th></tr>{heat_rows}</table></div>
+  <div class="card"><b>领涨个股</b><table><tr><th>名称</th><th>代码</th><th>涨跌</th></tr>{g_rows}</table>
+  <b>领跌个股</b><table><tr><th>名称</th><th>代码</th><th>涨跌</th></tr>{l_rows}</table></div>
+  <h2>重点要闻</h2>
+  <table><tr><th>日期</th><th>分类</th><th>标题</th><th>情感</th></tr>{news_rows}</table>
+  <h2>全球市场</h2>
+  <table><tr><th>指数</th><th>点位</th><th>涨跌</th></tr>{gb_rows}</table>
+  <h2>持仓 / 自选股</h2>
+  <table><tr><th>股票</th><th>行业</th><th>收盘</th><th>涨跌</th><th>市值</th><th>消息面</th></tr>{pos_rows}</table>
+  <h2>关注目标 / 主题</h2>
+  {html_mod.escape(ctx['tgts_txt']).replace(chr(10), '<br>')}
+  <h2>AI 深度分析</h2>
+  {body}
+</div>
+<div class="foot">智能荐股系统自动生成 · 内容基于模拟数据，仅供演示，不构成投资建议</div>
+</div></body></html>"""
+
+
+# ===================================================================== 发送
+def send_daily_report(kind="premarket"):
+    """生成并发送报告：正文=简版，附件=详细版 HTML。返回 dict 状态"""
+    from engine.notifier import send_email
+    mc = mail_config()
+    brief_html, detail_html = generate_reports(kind)
+    meta = KIND_META.get(kind, KIND_META["premarket"])
+    subject = f"[智能荐股] {meta['name']} {time.strftime('%Y-%m-%d')}"
+    detail_file = f"智能荐股_{meta['name']}_{time.strftime('%Y%m%d')}.html"
+    try:
+        send_email(subject, brief_html, cfg=mc,
+                   attachments=[{"filename": detail_file, "content": detail_html.encode("utf-8")}])
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,?,?,'sent','附件: '||?)",
+                (kind, subject, len(brief_html), len(detail_html), detail_file))
+        return {"ok": True, "subject": subject, "detail_file": detail_file}
+    except Exception as e:
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,?,?,'failed',?)",
+                (kind, subject, len(brief_html), len(detail_html), str(e)))
+        return {"ok": False, "error": str(e)}
+
+
+def report_log(limit=20):
+    return query("SELECT * FROM report_log ORDER BY id DESC LIMIT ?", (limit,))
+
+
+if __name__ == "__main__":
+    import sys
+    kind = sys.argv[1] if len(sys.argv) > 1 else "premarket"
+    if kind not in ("premarket", "postmarket"):
+        kind = "premarket"
+    logging.basicConfig(level=logging.INFO)
+    r = send_daily_report(kind)
+    print(r)

reports.py

@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+"""
+定时报告 CLI 入口（配合 crontab 使用）
+用法：
+  python3 reports.py premarket     # 盘前分析（工作日 9:00）
+  python3 reports.py postmarket    # 盘后总结（交易日 15:30）
+"""
+import logging
+import os
+import sys
+
+BASE_DIR = os.path.dirname(os.path.abspath(__file__))
+sys.path.insert(0, BASE_DIR)
+os.chdir(BASE_DIR)
+
+from database import init_db
+
+if __name__ == "__main__":
+    logging.basicConfig(level=logging.INFO,
+                        format="%(asctime)s %(levelname)s %(name)s %(message)s")
+    kind = sys.argv[1] if len(sys.argv) > 1 else "premarket"
+    if kind not in ("premarket", "postmarket"):
+        kind = "premarket"
+    init_db()
+    from engine.report import send_daily_report
+    r = send_daily_report(kind)
+    print(f"[{kind}] {r}")
+    sys.exit(0 if r.get("ok") else 1)

seed_data.py

@@ -15,6 +15,7 @@
 """
 import argparse
 import datetime as dt
+import json
 import math
 import random
 import sys
@@ -238,7 +239,8 @@ def gen_daily(dates):
         drift = {0: 0.0011, 1: 0.00025, 2: -0.00085}[trend]
         # 最近30天加速（制造趋势分化，让荐股有区分度）
         recent_drift = {0: 0.0045, 1: 0.0001, 2: -0.0045}[trend]
-        base_vol = float_shares * 10000 * random.uniform(0.8, 2.2)  # 基准成交量（万股）
+        # 基准成交量（万股）= 流通盘 × 0.4%~1.5% 日换手（贴近真实市场）
+        base_vol = float_shares * 10000 * random.uniform(0.004, 0.015)
         for i, d in enumerate(dates):
             phase = max(0, i - (len(dates) - 30))
             dr = drift + (recent_drift if phase > 0 else 0)
@@ -250,7 +252,7 @@ def gen_daily(dates):
             open_p = prev * (1 + random.gauss(0, vol * 0.5))
             high = max(open_p, p) * (1 + abs(random.gauss(0, vol * 0.35)))
             low = min(open_p, p) * (1 - abs(random.gauss(0, vol * 0.35)))
-            volume = base_vol * (1 + 3 * abs(r) / vol) * random.uniform(0.6, 1.4)
+            volume = base_vol * (1 + 1.5 * abs(r) / vol) * random.uniform(0.6, 1.4)
             amount = volume * (open_p + p) / 2          # 万元
             chg = (p - prev) / prev * 100
             daily.append((code, d, round(open_p, 2), round(high, 2), round(low, 2),
@@ -339,6 +341,30 @@ def _recent_days(n):
     return dates
 
 
+GLOBAL_INDICES = [
+    ("dji", "道琼斯", 34000), ("nasdaq", "纳斯达克", 12800), ("sp500", "标普500", 4400),
+    ("hsi", "恒生指数", 17500), ("nikkei", "日经225", 33000), ("kospi", "韩国KOSPI", 2500),
+    ("dax", "德国DAX", 16000), ("cac", "法国CAC40", 7000), ("ftse", "英国FTSE100", 7500),
+]
+
+
+def _gen_global(dates):
+    """生成全球主要指数模拟序列（随机游走，chg 基于前一交易日）"""
+    vals = {k: v for k, _, v in GLOBAL_INDICES}
+    prev = dict(vals)
+    out = {}
+    for d in dates:
+        row = {}
+        for k, label, _v in GLOBAL_INDICES:
+            vals[k] *= (1 + random.gauss(0.0002, 0.009))
+            row[k] = {"label": label, "value": round(vals[k], 2),
+                      "chg": round((vals[k] - prev[k]) / prev[k] * 100, 2)}
+        for k in prev:
+            prev[k] = vals[k]
+        out[d] = row
+    return out
+
+
 def gen_holdings(price, dates):
     """基金季度持仓：2025Q4 / 2026Q1 / 2026Q2"""
     rows = []
@@ -424,6 +450,10 @@ def main():
         "VALUES(?,?,?,?,?,?,?,?,?)", daily)
     executemany("INSERT OR REPLACE INTO market_index(date,sh,sz,cy) VALUES(?,?,?,?)",
                 [(d, v["sh"], v["sz"], v["cy"]) for d, v in index.items()])
+    # 全球市场指数（模拟）
+    gm = _gen_global(dates)
+    executemany("INSERT OR REPLACE INTO global_markets(date,data) VALUES(?,?)",
+                [(d, json.dumps(v, ensure_ascii=False)) for d, v in gm.items()])
     # 回填市值
     for code, name, industry, board, base, fs, trend, vol, biz in STOCKS:
         from database import execute as ex

static/js/admin.js

@@ -40,6 +40,34 @@ async function rebuildBt() {
   } catch (e) { toast('启动失败'); }
 }
 
+/* 定时报告 */
+async function sendReport(kind) {
+  const btn = event.target; btn.disabled = true;
+  try {
+    const r = await api('/api/report/send', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ kind }) });
+    toast(r.msg || '已启动');
+    setTimeout(loadReportLog, 60000);
+    setTimeout(loadReportLog, 150000);
+  } catch (e) { toast('启动失败：' + e.message); }
+  btn.disabled = false;
+}
+
+async function loadReportLog() {
+  try {
+    const d = await api('/api/report/log');
+    const items = d.items || [];
+    if (!items.length) return;
+    $('#reportLogTb').innerHTML = items.map(r => `
+      <tr>
+        <td style="color:var(--muted)">${r.sent_at}</td>
+        <td>${r.kind === 'premarket' ? '🌅 盘前' : '🌇 盘后'}</td>
+        <td>${escapeHtml(r.subject)}</td>
+        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : 'tag-负'}">${r.status}</span></td>
+        <td style="color:var(--text2);font-size:12px">${escapeHtml(r.message || '')}</td>
+      </tr>`).join('');
+  } catch (e) {}
+}
+
 async function reseed() {
   if (!confirm('将清空全部业务数据并重新生成（含向量索引重建，需 1-3 分钟），确定继续？')) return;
   try {
@@ -67,3 +95,4 @@ async function health() {
 }
 
 refreshStats();
+loadReportLog();

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(${r.id})">查看 ↗</button></td>
       </tr>`;
     }).join('');
@@ -146,16 +239,31 @@ async function showTrack(id) {
     const d = await api('/api/tracking/' + id);
     const meta = d.meta || {}, src = d.sources || {};
     const sigCls = meta.impact_score >= 65 ? 'tag-强烈推荐' : meta.impact_score >= 45 ? 'tag-推荐' : 'tag-关注';
-    const newsBlock = (label, icon, seg) => {
-      if (!seg) return '';
-      const txt = ((seg.db || '') + (seg.rag || '')).trim();
-      return `<details><summary>${icon} ${label} <span class="src-count">${txt.includes('[') ? txt.split('[').length - 1 : 0}</span></summary>
-        <div class="src-body"><pre class="src-pre">${escapeHtml(txt || '暂无')}</pre></div></details>`;
-    };
+    const isConcept = d.target_type === 'concept';
+    // 概念报告：展示关键词/资讯/受益个股；股票报告：四环节数据源
+    let sourceHtml = '';
+    if (isConcept) {
+      const dc = (meta.news_counts || {}).direct || 0, rc = (meta.news_counts || {}).rag || 0, nc = (meta.news_counts || {}).related || 0;
+      sourceHtml = `
+        <details open><summary>🔎 相关资讯（${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)}
-        ${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)}
+        ${sourceHtml}
       </div>
       <div style="margin-top:14px;text-align:right">
         <button class="btn" onclick="document.querySelector('.modal-mask').classList.remove('show')">关闭</button>
-        <a class="btn btn-primary" href="/stock/${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)}
-        ${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>
+        ${sourceHtml}
       </div>
       <div style="margin-top:14px;text-align:right">
         <button class="btn" onclick="document.querySelector('.modal-mask').classList.remove('show')">关闭</button>
-        <a class="btn btn-primary" href="/stock/${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/admin.html

@@ -13,6 +13,25 @@
   </div>
 </div>
 
+<div class="card mt16">
+  <div class="card-title"><span class="bar" style="background:#8b5cf6"></span>📧 定时报告（工作日 9:00 盘前 / 交易日 15:30 盘后）</div>
+  <div class="flex wrap">
+    <button class="btn btn-primary" onclick="sendReport('premarket')">🌅 手动发送盘前分析</button>
+    <button class="btn btn-primary" onclick="sendReport('postmarket')">🌇 手动发送盘后总结</button>
+  </div>
+  <div class="mt16" style="color:var(--muted);font-size:12px;line-height:1.8">
+    自动触发已配置系统 cron：<code>0 9 * * 1-5</code> 盘前 · <code>30 15 * * 1-5</code> 盘后。<br>
+    每期发送两封形态：<b>简单版</b>（邮件正文速览）+ <b>详细版</b>（HTML 附件）。发送记录见下方表格。
+  </div>
+  <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#8b5cf6"></span>发送记录</div>
+  <div style="overflow:auto;max-height:300px">
+    <table>
+      <thead><tr><th>时间</th><th>类型</th><th>主题</th><th>状态</th><th>说明</th></tr></thead>
+      <tbody id="reportLogTb"><tr><td colspan="5" class="empty">暂无记录</td></tr></tbody>
+    </table>
+  </div>
+</div>
+
 <div class="card mt16">
   <div class="card-title"><span class="bar" style="background:var(--gold)"></span>系统维护</div>
   <div class="flex wrap">

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>
-          <tbody id="trackTb"><tr><td colspan="6" class="empty">暂无跟踪记录</td></tr></tbody>
+          <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="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，
-      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），
-      输出专业跟踪报告；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>
+      🤖 <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>。
+      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>
-      <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>
+      <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="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>