diff --git a/.gitignore b/.gitignore
index f854a44..78aa8ee 100644
--- a/.gitignore
+++ b/.gitignore
@@ -4,4 +4,5 @@ node_modules/
 .DS_Store
 data.db
 data.db-*
+archive/
 .gstack/
diff --git a/app.css b/app.css
index 66d5fde..b48ab74 100644
--- a/app.css
+++ b/app.css
@@ -18,6 +18,8 @@
 }
 
 .view[hidden]{display:none}
+.view{min-width:0}
+#main{min-width:0;overflow-x:clip}
 body[data-view="macro"] #navLinks{display:flex}
 body:not([data-view="macro"]) #navLinks{display:none}
 
@@ -485,7 +487,7 @@ body:not([data-view="macro"]) #navLinks{display:none}
 }
 .slb-head{display:flex;justify-content:space-between;gap:12px;align-items:baseline;flex-wrap:wrap;margin-bottom:12px}
 .slb-head b{font-size:.9rem}.slb-head span{font-size:.74rem;color:var(--text2)}
-.slb-steps{display:grid;grid-template-columns:repeat(5,minmax(0,1fr));gap:8px}
+.slb-steps{display:grid;grid-template-columns:repeat(auto-fit,minmax(118px,1fr));gap:8px}
 .slb-steps button{
   text-align:left;border:1px solid var(--border);background:#f9faf7;border-radius:12px;padding:11px 12px;
   color:var(--text);font:inherit;cursor:pointer;min-height:86px;transition:.15s;
@@ -499,7 +501,7 @@ body:not([data-view="macro"]) #navLinks{display:none}
 
 .sub-tabs{
   display:flex;gap:4px;background:rgba(0,0,0,.04);border-radius:12px;
-  padding:4px;margin:8px 0 20px;flex-wrap:wrap;width:fit-content;
+  padding:4px;margin:8px 0 20px;flex-wrap:wrap;width:100%;max-width:100%;
 }
 .sub-tabs a{
   padding:10px 20px;border-radius:10px;font-size:.86rem;font-weight:600;
@@ -508,6 +510,8 @@ body:not([data-view="macro"]) #navLinks{display:none}
 .sub-tabs a:hover{color:var(--text)}
 .sub-tabs a.active{background:var(--surface);color:var(--blue);box-shadow:0 1px 4px rgba(0,0,0,.08)}
 .stk-pane[hidden]{display:none}
+#view-stock,#stkBody,.stk-pane{min-width:0;width:100%;max-width:100%;overflow-x:clip;box-sizing:border-box}
+#view-stock .page{max-width:100%;overflow-x:clip}
 
 .metric-head{
   display:flex;justify-content:space-between;align-items:center;gap:14px;flex-wrap:wrap;
@@ -542,7 +546,8 @@ body:not([data-view="macro"]) #navLinks{display:none}
   background:var(--surface);border:1px solid var(--border);border-radius:14px;padding:16px;
   box-shadow:var(--shadow);
 }
-.metric-section-head{display:flex;align-items:baseline;gap:10px;margin-bottom:12px;flex-wrap:wrap}
+.metric-section-head{display:flex;align-items:baseline;gap:10px;margin-bottom:12px;flex-wrap:wrap;min-width:0}
+.metric-section-head span{flex:1 1 100%;min-width:0;word-break:break-word;line-height:1.45}
 .metric-section-head h3{font-size:.98rem;line-height:1.2}
 .metric-section-head span{font-size:.74rem;color:var(--text2)}
 .metric-grid{display:grid;grid-template-columns:repeat(auto-fill,minmax(150px,1fr));gap:10px}
@@ -636,6 +641,87 @@ body:not([data-view="macro"]) #navLinks{display:none}
   cursor:pointer;font-size:1rem;line-height:1;padding:0;flex-shrink:0;
 }
 .watch-chip-x:hover{background:var(--red);color:#fff}
+
+/* ── 追蹤個股（分群）── */
+.watch-page .watch-toolbar{display:flex;flex-wrap:wrap;align-items:center;gap:10px;margin-bottom:10px}
+.watch-status{font-size:.72rem;color:var(--text2);flex:1;min-width:120px}
+.watch-msg{font-size:.76rem;padding:8px 12px;border-radius:10px;margin-bottom:10px;line-height:1.45}
+.watch-msg.good{background:rgba(31,157,102,.08);color:var(--green);border:1px solid rgba(31,157,102,.2)}
+.watch-msg.warn{background:rgba(200,138,29,.08);color:var(--orange);border:1px solid rgba(200,138,29,.2)}
+.watch-msg.bad{background:rgba(216,79,69,.08);color:var(--red);border:1px solid rgba(216,79,69,.2)}
+.watch-layout{
+  display:grid;grid-template-columns:minmax(200px,240px) minmax(0,1fr);gap:14px;align-items:start;
+}
+.watch-groups{
+  background:var(--surface);border:1px solid var(--border);border-radius:14px;padding:12px;
+  box-shadow:var(--shadow);min-width:0;position:sticky;top:72px;
+}
+.watch-groups-head{display:flex;justify-content:space-between;align-items:center;gap:8px;margin-bottom:10px}
+.watch-groups-head b{font-size:.88rem}
+.watch-group-list{list-style:none;display:grid;gap:6px;margin:0;padding:0}
+.watch-group-list li{display:flex;align-items:stretch;gap:4px;min-width:0}
+.watch-group-item{
+  flex:1;min-width:0;display:flex;justify-content:space-between;align-items:center;gap:8px;
+  padding:10px 12px;border:1px solid var(--border);border-radius:10px;background:#f9faf7;
+  cursor:pointer;font-family:inherit;text-align:left;color:var(--text);transition:.15s;
+}
+.watch-group-item:hover{border-color:rgba(35,103,199,.35)}
+.watch-group-item.active{background:rgba(35,103,199,.08);border-color:rgba(35,103,199,.45);box-shadow:0 2px 8px rgba(35,103,199,.1)}
+.watch-group-name{font-size:.82rem;font-weight:800;overflow:hidden;text-overflow:ellipsis;white-space:nowrap}
+.watch-group-count{font-size:.7rem;color:var(--text2);background:#fff;border:1px solid var(--border);border-radius:999px;padding:2px 8px;flex-shrink:0}
+.watch-group-del{
+  width:32px;border:1px solid var(--border);background:#fff;border-radius:10px;color:var(--text2);
+  cursor:pointer;font-size:1rem;line-height:1;flex-shrink:0;
+}
+.watch-group-del:hover{border-color:var(--red);color:var(--red)}
+.watch-main{
+  background:var(--surface);border:1px solid var(--border);border-radius:14px;padding:16px;
+  box-shadow:var(--shadow);min-width:0;
+}
+.watch-main-head{display:flex;justify-content:space-between;align-items:flex-start;gap:12px;margin-bottom:12px;flex-wrap:wrap}
+.watch-main-title{font-size:1.05rem;font-weight:820;margin:0;line-height:1.25}
+.watch-main-sub{display:block;font-size:.72rem;color:var(--text2);margin-top:4px}
+.watch-add-form{display:flex;gap:8px;flex-wrap:wrap;margin-bottom:14px}
+.watch-add-form input{
+  flex:1;min-width:140px;padding:10px 12px;border:1px solid var(--border);border-radius:10px;
+  font-size:.86rem;font-family:inherit;
+}
+.watch-symbol-grid{display:grid;grid-template-columns:repeat(auto-fill,minmax(min(100%,220px),1fr));gap:10px}
+.watch-empty-panel{
+  grid-column:1/-1;padding:28px 16px;text-align:center;font-size:.82rem;color:var(--text2);
+  background:#f9faf7;border:1px dashed var(--border);border-radius:12px;line-height:1.55;
+}
+.watch-sym-card{
+  border:1px solid var(--border);border-radius:12px;background:#f9faf7;overflow:hidden;
+  display:flex;flex-direction:column;min-width:0;
+}
+.watch-sym-open{
+  flex:1;width:100%;padding:12px 14px;border:none;background:transparent;cursor:pointer;
+  text-align:left;font-family:inherit;color:var(--text);display:grid;gap:4px;min-width:0;
+}
+.watch-sym-open:hover{background:rgba(35,103,199,.05)}
+.watch-sym-ticker{font-size:1rem;font-weight:900;color:var(--blue);letter-spacing:.02em}
+.watch-sym-name{font-size:.68rem;color:var(--text2);line-height:1.35;overflow:hidden;text-overflow:ellipsis;white-space:nowrap;min-height:1em}
+.watch-sym-price{font-size:1.12rem;font-weight:800;margin-top:4px}
+.watch-sym-chg{font-size:.78rem;font-weight:700}
+.watch-sym-actions{
+  display:flex;flex-wrap:wrap;align-items:center;gap:8px;padding:8px 10px;border-top:1px solid var(--border);
+  background:#fff;font-size:.7rem;
+}
+.watch-sym-move-wrap{display:flex;align-items:center;gap:4px;color:var(--text2)}
+.watch-sym-move{
+  border:1px solid var(--border);border-radius:8px;padding:4px 8px;font-size:.7rem;font-family:inherit;
+  max-width:120px;
+}
+.watch-sym-rm{
+  margin-left:auto;border:none;background:transparent;color:var(--text2);cursor:pointer;
+  font-size:.72rem;font-weight:700;font-family:inherit;padding:4px 6px;border-radius:6px;
+}
+.watch-sym-rm:hover{color:var(--red);background:rgba(216,79,69,.08)}
+@media(max-width:820px){
+  .watch-layout{grid-template-columns:1fr}
+  .watch-groups{position:static}
+}
 .calendar-msg{font-size:.74rem;margin-top:8px;padding:8px 10px;border-radius:8px;line-height:1.45}
 .calendar-msg.good{background:rgba(31,157,102,.08);color:#1a6b45;border:1px solid rgba(31,157,102,.18)}
 .calendar-msg.warn{background:rgba(200,138,29,.08);color:#8a5a12;border:1px solid rgba(200,138,29,.18)}
@@ -736,7 +822,13 @@ body.cal-modal-open{overflow:hidden}
 .event-impact.medium{background:var(--orange)}
 .event-impact.low{background:var(--text2)}
 .event-symbol{font-size:.68rem;color:var(--blue);font-weight:850;background:rgba(35,103,199,.08);border-radius:999px;padding:3px 7px}
-.stock-detail-layout{display:grid;grid-template-columns:minmax(0,1.7fr) minmax(280px,.8fr);gap:14px;align-items:start}
+#pane-price{min-width:0;overflow-x:clip}
+.stock-detail-layout{display:grid;grid-template-columns:minmax(0,1.7fr) minmax(260px,.85fr);gap:14px;align-items:start}
+.stock-detail-layout > *{min-width:0}
+#priceChart{width:100%;max-width:100%;min-width:0;overflow:hidden}
+#priceChart .chart-root,#priceChart .chart-stage,#priceChart .chart-wrap,#priceChart .chart-area{width:100%;max-width:100%;min-width:0;box-sizing:border-box}
+#priceChart .chart-wrap svg{width:100%;max-width:100%;height:auto;display:block}
+#priceChart .chart-legend{max-width:100%}
 .company-profile{
   background:var(--surface);border:1px solid var(--border);border-radius:14px;padding:16px;box-shadow:var(--shadow);
 }
@@ -754,25 +846,119 @@ body.cal-modal-open{overflow:hidden}
 .profile-events{display:grid;gap:6px;margin-top:12px;background:#f9faf7;border:1px solid var(--border);border-radius:10px;padding:10px}
 .profile-events b{font-size:.74rem}
 .profile-events span{font-size:.72rem;color:var(--text2);line-height:1.4}
-.company-intel{display:grid;gap:14px;margin-top:14px}
+.company-intel{display:grid;gap:14px;margin-top:14px;width:100%;max-width:100%;min-width:0;box-sizing:border-box}
+.company-intel .intel-section{min-width:0}
+.sec-archive-body{display:grid;gap:12px}
+.sec-archive-block h4{margin:0 0 8px;font-size:.92rem;color:var(--text)}
+.sec-archive-actions{display:flex;flex-wrap:wrap;align-items:center;gap:8px;margin-top:10px}
+.sec-filing-list,.sec-earn-list{display:grid;gap:8px}
+.sec-filing-row,.sec-earn-row{display:grid;gap:8px;padding:10px 12px;border:1px solid var(--border);border-radius:10px;background:var(--card)}
+@media(min-width:720px){.sec-filing-row{grid-template-columns:1fr auto;align-items:start}}
+.sec-filing-row--earn{border-color:rgba(59,130,246,.35)}
+.sec-filing-main b{display:block;font-size:.95rem}
+.sec-filing-form{font-size:.75rem;color:var(--muted);margin-left:6px}
+.sec-filing-main small{display:block;color:var(--muted);margin-top:4px}
+.sec-filing-main p,.sec-earn-row p{margin:6px 0 0;font-size:.82rem;color:var(--muted);line-height:1.45}
+.sec-filing-excerpt{font-size:.78rem!important;opacity:.9}
+.sec-filing-links{display:flex;flex-wrap:wrap;gap:8px;align-items:center}
+.sec-filing-links a{font-size:.8rem}
+.sec-missing{font-size:.75rem;color:var(--muted)}
+.sec-earn-row small{display:block;color:var(--muted);margin-top:4px}
 .intel-section{
   background:var(--surface);border:1px solid var(--border);border-radius:14px;padding:16px;box-shadow:var(--shadow);
 }
-.chain-map{display:grid;grid-template-columns:1fr .8fr 1fr;gap:10px;align-items:stretch}
-.chain-map div{background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px;display:grid;gap:7px}
+.intel-sync-bar{display:flex;flex-wrap:wrap;align-items:center;justify-content:space-between;gap:8px;margin-bottom:4px;padding:10px 12px;background:#f4f6f2;border:1px solid var(--border);border-radius:12px}
+.intel-sync-bar span{font-size:.72rem;color:var(--text2);line-height:1.4;min-width:0;word-break:break-word}
+.intel-health-notes{margin:0 0 8px;padding:8px 12px 8px 28px;font-size:.72rem;color:var(--orange);background:rgba(200,138,29,.08);border:1px solid rgba(200,138,29,.2);border-radius:10px;line-height:1.5}
+.intel-profile-text{margin:0;font-size:.82rem;line-height:1.6;color:var(--text);word-break:break-word}
+.chain-map{display:grid;grid-template-columns:repeat(2,minmax(0,1fr));gap:10px;align-items:start;width:100%;max-width:100%}
+.chain-map--2{grid-template-columns:repeat(2,minmax(0,1fr))}
+.chain-col--down{border-color:rgba(52,199,89,.22);background:#f6fbf7}
+.chain-col--up{border-color:rgba(0,113,227,.18)}
+.chain-excerpt{font-size:.78rem;color:var(--text2);line-height:1.55;margin:10px 0 0;word-break:break-word}
+.intel-resource-links{display:flex;flex-wrap:wrap;gap:8px;margin-top:10px}
+.intel-resource-links a{
+  font-size:.78rem;padding:6px 12px;border-radius:999px;border:1px solid var(--border);
+  background:var(--surface);color:var(--blue);text-decoration:none;max-width:100%;
+}
+.intel-resource-links a:hover{border-color:rgba(0,113,227,.35)}
+.chain-map .chain-col{
+  background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px;display:grid;gap:7px;
+  min-width:0;max-width:100%;overflow-x:hidden;overflow-y:auto;max-height:min(420px,70vh);align-content:start;
+}
+.chain-group--peers em{color:var(--blue)}
+.chain-col--mid{border-color:rgba(35,103,199,.28);background:#f6f9ff}
 .chain-map b{font-size:.82rem}
-.chain-map span{font-size:.72rem;color:var(--text2);line-height:1.35}
+.chain-map span{font-size:.72rem;color:var(--text2);line-height:1.35;word-break:break-word}
+.chain-mid-role{display:block;font-weight:700;color:var(--blue);margin-top:4px}
+.chain-chips{display:flex;flex-wrap:wrap;gap:6px;width:100%;max-width:100%;min-width:0}
+.chain-chips span,.chain-chip-static{
+  font-size:.7rem;padding:4px 8px;border-radius:999px;background:#fff;border:1px solid var(--border);
+  line-height:1.25;max-width:100%;word-break:break-word;overflow-wrap:anywhere;display:inline-block;
+  box-sizing:border-box;vertical-align:top;
+}
+.chain-chip-btn{
+  font-size:.7rem;padding:4px 10px;border-radius:999px;background:#fff;border:1px solid var(--border);
+  line-height:1.25;max-width:100%;word-break:break-word;overflow-wrap:anywhere;color:var(--blue);font-weight:800;
+  cursor:pointer;font-family:inherit;transition:border-color .15s,background .15s;
+  box-sizing:border-box;flex:0 1 auto;min-width:0;vertical-align:top;
+}
+.chain-chip-btn:hover{border-color:rgba(0,113,227,.4);background:rgba(0,113,227,.06)}
+.peer-chips{width:100%;max-width:100%;min-width:0}
+.peer-chips button{max-width:100%;overflow-wrap:anywhere;word-break:break-word;flex:0 1 auto;min-width:0}
+.chain-group{display:grid;gap:5px;margin-bottom:8px}
+.chain-group em{font-style:normal;font-size:.68rem;color:var(--muted);font-weight:700}
+.chain-group small{font-size:.65rem;color:var(--text2)}
+.intel-section--news{min-width:0;overflow:hidden}
+.intel-section--news .metric-section-head{align-items:flex-start;flex-direction:column;gap:4px;margin-bottom:10px}
+.intel-section--news .metric-section-head span{flex:none;width:100%}
+.news-tabs{display:flex;gap:6px;margin-bottom:12px;flex-wrap:wrap}
+.news-tab{
+  border:1px solid var(--border);background:#fff;border-radius:999px;padding:6px 14px;
+  font-size:.74rem;font-weight:800;cursor:pointer;color:var(--text2);font-family:inherit;
+  flex:0 1 auto;white-space:nowrap;
+}
+.news-tab.active{background:var(--blue);border-color:var(--blue);color:#fff}
+.news-panel{min-width:0;width:100%}
+.news-panel.hidden{display:none}
+.news-list{display:flex;flex-direction:column;gap:10px;width:100%;min-width:0}
+.news-empty{
+  padding:20px 14px;text-align:center;font-size:.8rem;color:var(--text2);
+  background:#f9faf7;border:1px dashed var(--border);border-radius:12px;
+}
+.mgmt-brief-list{display:grid;gap:8px}
+.mgmt-brief-row{padding:10px 12px;border:1px solid var(--border);border-radius:10px;background:#f9faf7}
+.mgmt-brief-row.good{border-left:4px solid var(--green)}
+.mgmt-brief-row.bad{border-left:4px solid var(--red)}
+.mgmt-brief-row.warn{border-left:4px solid var(--orange)}
+.mgmt-brief-row b{display:block;font-size:.82rem;line-height:1.35;word-break:break-word}
+.mgmt-brief-row small{display:block;color:var(--text2);margin-top:4px;font-size:.68rem}
+.mgmt-brief-row p{margin:6px 0 0;font-size:.76rem;line-height:1.45;color:var(--text2);word-break:break-word}
+.mgmt-brief-row a{font-size:.72rem}
 .chain-links{display:flex;gap:8px;flex-wrap:wrap;margin-top:10px}
-.chain-links a,.peer-chips button{
+.chain-links a,.peer-chips button,.chain-chip-btn{
   border:1px solid var(--border);background:#fbfcfa;color:var(--blue);border-radius:999px;
   padding:6px 10px;font-size:.72rem;font-weight:800;cursor:pointer;
 }
 .peer-chips{display:flex;gap:8px;flex-wrap:wrap;margin-top:10px}
-.officer-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(180px,1fr));gap:10px}
+.officer-grid{display:grid;grid-template-columns:repeat(auto-fill,minmax(min(100%,200px),1fr));gap:10px}
 .officer-card{background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px}
 .officer-card b{display:block;font-size:.82rem}
 .officer-card span{display:block;font-size:.72rem;color:var(--text2);line-height:1.4;margin-top:5px}
 .officer-card small{display:block;font-size:.68rem;color:var(--text2);margin-top:8px}
+.profile-desc-note{margin:4px 0 0;font-size:.68rem;color:var(--text2);line-height:1.4}
+.intel-notes{margin:0 0 10px;font-size:.8rem;line-height:1.55;color:var(--text)}
+.intel-section--custom{background:#fafbf9}
+.intel-custom-hint{margin:0 0 8px;font-size:.74rem;color:var(--text2);line-height:1.5}
+.intel-custom-hint code{font-size:.7rem;background:rgba(0,0,0,.05);padding:1px 5px;border-radius:4px}
+.intel-custom-json{
+  width:100%;box-sizing:border-box;font-family:ui-monospace,monospace;font-size:.72rem;
+  line-height:1.45;padding:10px 12px;border:1px solid var(--border);border-radius:10px;
+  background:#fff;resize:vertical;min-height:140px;
+}
+.intel-custom-actions{display:flex;flex-wrap:wrap;align-items:center;gap:8px;margin-top:10px}
+.intel-custom-status{font-size:.72rem;color:var(--text2)}
+.news-card-en{display:block;font-size:.68rem;color:var(--text2);margin-top:2px;line-height:1.35;word-break:break-word}
 .insider-list{display:grid;gap:8px}
 .insider-summary{display:grid;grid-template-columns:repeat(2,1fr);gap:10px;margin-bottom:10px}
 .insider-summary div{background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px}
@@ -789,12 +975,29 @@ body.cal-modal-open{overflow:hidden}
 .insider-row.warn{border-left:5px solid var(--orange)}
 .insider-row b{display:block;font-size:.8rem}
 .insider-row span{display:block;font-size:.68rem;color:var(--text2);margin-top:3px;line-height:1.35}
-.news-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:10px}
-.news-card{background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px;color:var(--text)}
-.news-card:hover{border-color:rgba(35,103,199,.28)}
-.news-card b{display:block;font-size:.82rem;line-height:1.35}
-.news-card span{display:block;font-size:.68rem;color:var(--text2);margin-top:7px}
-.news-card p{font-size:.72rem;color:var(--text2);line-height:1.5;margin-top:8px}
+.news-card{
+  display:flex;flex-direction:column;gap:6px;min-width:0;width:100%;box-sizing:border-box;
+  background:#f9faf7;border:1px solid var(--border);border-radius:12px;padding:12px 14px;
+  color:var(--text);text-decoration:none;transition:border-color .15s,box-shadow .15s;
+}
+.news-card:hover{border-color:rgba(35,103,199,.35);box-shadow:0 2px 10px rgba(35,103,199,.08)}
+.news-card-title{
+  font-size:.84rem;font-weight:800;line-height:1.4;color:var(--text);
+  word-break:break-word;overflow-wrap:anywhere;
+  display:-webkit-box;-webkit-line-clamp:2;-webkit-box-orient:vertical;overflow:hidden;
+}
+.news-card-meta{display:block;font-size:.68rem;color:var(--text2);line-height:1.35}
+.news-card-summary{
+  margin:0;font-size:.72rem;color:var(--text2);line-height:1.5;
+  word-break:break-word;overflow-wrap:anywhere;
+  display:-webkit-box;-webkit-line-clamp:3;-webkit-box-orient:vertical;overflow:hidden;
+}
+@media(max-width:960px){
+  .stock-detail-layout{grid-template-columns:1fr}
+}
+@media(max-width:820px){
+  .chain-map,.chain-map--2{grid-template-columns:1fr}
+}
 @media(max-width:520px){
   .metric-grid{grid-template-columns:1fr 1fr}
   .metric-card{min-height:116px}
@@ -810,25 +1013,27 @@ body.cal-modal-open{overflow:hidden}
   .cal-detail-row{grid-template-columns:1fr}
   .cal-detail-meta{text-align:left;margin-top:6px}
   .stock-detail-layout{grid-template-columns:1fr}
-  .chain-map{grid-template-columns:1fr}
   .insider-row{grid-template-columns:1fr}
   .slb-steps{grid-template-columns:1fr 1fr}
 }
 
+.chart-root{display:flex;flex-direction:column;gap:8px;min-width:0;width:100%}
+.chart-stage{position:relative;min-width:0;width:100%}
 .chart-wrap{
   position:relative;width:100%;background:var(--surface);
   border:1px solid var(--border);border-radius:var(--radius);padding:12px;box-shadow:var(--shadow);
 }
 .chart-wrap svg{display:block;width:100%;height:auto}
 .chart-empty{padding:48px 0;text-align:center;color:var(--text2)}
-.chart-legend{display:flex;gap:16px;font-size:.78rem;color:var(--text2);margin-bottom:8px}
-.chart-legend i{display:inline-block;width:12px;height:12px;border-radius:4px;margin-right:6px}
-.chart-hover{font-size:.8rem;color:var(--text2);margin-top:8px;min-height:1.2em}
-.range-btns{display:flex;gap:6px;flex-wrap:wrap;margin-bottom:14px}
+.chart-legend{display:flex;flex-wrap:wrap;gap:8px 16px;font-size:.78rem;color:var(--text2);margin-bottom:4px}
+.chart-legend i{display:inline-block;width:12px;height:12px;border-radius:4px;margin-right:6px;vertical-align:middle}
+.chart-hover{font-size:.8rem;color:var(--text2);margin-top:8px;min-height:1.2em;line-height:1.45}
+.range-btns{display:flex;gap:6px;flex-wrap:wrap;margin-bottom:14px;max-width:100%;min-width:0}
 .range-btns button{
   background:var(--surface);border:1px solid var(--border);color:var(--text2);
-  border-radius:10px;padding:8px 16px;font-size:.82rem;font-weight:600;
+  border-radius:10px;padding:8px 14px;font-size:.82rem;font-weight:600;
   cursor:pointer;font-family:inherit;box-shadow:var(--shadow);transition:.15s;
+  flex:0 1 auto;max-width:100%;min-width:0;
 }
 .range-btns button:hover{border-color:var(--blue)}
 .range-btns button.active{background:var(--blue);border-color:var(--blue);color:#fff}
@@ -1050,20 +1255,57 @@ body.cal-modal-open{overflow:hidden}
 @media(max-width:600px){ .form-grid{grid-template-columns:1fr} }
 
 /* AI Provider / Page Assistant */
-.ai-settings-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(320px,1fr));gap:14px}
+.ai-settings-grid{display:grid;grid-template-columns:1fr;gap:14px;min-width:0}
+@media(min-width:720px){.ai-settings-grid{grid-template-columns:repeat(2,minmax(0,1fr))}}
 .ai-provider-card{
   background:var(--surface);border:1px solid var(--border);border-radius:16px;padding:18px;
-  box-shadow:var(--shadow);
+  box-shadow:var(--shadow);min-width:0;max-width:100%;
+}
+.ai-provider-head{
+  display:flex;flex-wrap:wrap;justify-content:space-between;gap:10px 14px;
+  align-items:flex-start;margin-bottom:14px;
+}
+.ai-provider-head>div:first-child{flex:1 1 12rem;min-width:0;max-width:100%}
+.ai-provider-head b{display:block;font-size:1rem}
+.ai-provider-head span{display:block;font-size:.76rem;color:var(--text2);line-height:1.55;margin-top:5px;overflow-wrap:anywhere}
+.ai-default{
+  font-size:.78rem;color:var(--text2);display:flex;gap:6px;align-items:center;
+  flex:0 0 auto;padding:6px 10px;border-radius:10px;background:#f9faf7;border:1px solid var(--border);
+}
+.ai-default input{accent-color:var(--blue);flex-shrink:0}
+.ai-model-row{display:flex;flex-wrap:wrap;gap:8px;align-items:stretch;width:100%;min-width:0}
+.ai-model-row input{min-width:0;flex:1 1 12rem;width:100%;max-width:100%}
+.ai-model-row button{flex:0 0 auto;align-self:stretch}
+.ai-provider-foot{
+  display:flex;flex-wrap:wrap;justify-content:space-between;align-items:center;gap:10px;
+  margin-top:12px;font-size:.74rem;color:var(--text2);
+}
+.ai-provider-foot>span{flex:1 1 100%;min-width:0;overflow-wrap:anywhere;line-height:1.5}
+@media(min-width:520px){.ai-provider-foot>span{flex:1 1 auto}}
+.ai-settings-msg{
+  font-size:.82rem;color:var(--text2);margin-top:12px;line-height:1.55;
+  max-width:100%;overflow-wrap:anywhere;word-break:break-word;
+}
+.ai-settings-msg .md,.ai-settings-msg pre{max-width:100%;overflow-x:auto}
+.ai-settings-msg .md table{display:block;overflow-x:auto}
+
+/* 設定頁 */
+.settings-page{max-width:1040px;min-width:0}
+.settings-page .page-sub{max-width:100%}
+.settings-env-path{
+  margin-top:10px;padding:10px 12px;font-size:.78rem;line-height:1.5;color:var(--text2);
+  background:#f9faf7;border:1px solid var(--border);border-radius:10px;
+  overflow-wrap:anywhere;word-break:break-all;max-width:100%;
+}
+.settings-page .form-grid{grid-template-columns:1fr}
+.settings-page .field input,.settings-page .field textarea{max-width:100%}
+.settings-page .env-provider-card{margin-bottom:14px}
+.settings-page .form-actions{flex-wrap:wrap}
+@media(max-width:479px){
+  .settings-page .form-actions .btn{width:100%}
+  .ai-model-row .btn{width:100%}
+  .ai-provider-foot .btn{width:100%}
 }
-.ai-provider-head{display:flex;justify-content:space-between;gap:12px;align-items:flex-start;margin-bottom:14px}
-.ai-provider-head b{display:block;font-size:1rem}.ai-provider-head span{display:block;font-size:.76rem;color:var(--text2);line-height:1.55;margin-top:5px}
-.ai-default{font-size:.78rem;color:var(--text2);display:flex;gap:6px;align-items:center;white-space:nowrap}
-.ai-default input{accent-color:var(--blue)}
-.ai-model-row{display:flex;gap:8px;align-items:center}
-.ai-model-row input{min-width:0;flex:1}
-.ai-model-row button{flex-shrink:0}
-.ai-provider-foot{display:flex;justify-content:space-between;align-items:center;gap:10px;margin-top:12px;font-size:.74rem;color:var(--text2)}
-.ai-settings-msg{font-size:.82rem;color:var(--text2);margin-top:12px;line-height:1.55}
 .ai-dock{position:fixed;right:22px;bottom:22px;z-index:380}
 .ai-fab{
   width:54px;height:54px;border-radius:50%;border:none;background:#202421;color:#fff;
@@ -1078,11 +1320,21 @@ body.cal-modal-open{overflow:hidden}
 .ai-panel-head{display:flex;justify-content:space-between;gap:12px;align-items:flex-start;border-bottom:1px solid var(--border);padding:14px 14px 10px;background:rgba(249,250,247,.92)}
 .ai-panel-head b{display:block;font-size:.95rem}.ai-panel-head span{display:block;font-size:.72rem;color:var(--text2);line-height:1.45;margin-top:3px}
 .ai-panel-head button{border:1px solid var(--border);background:#f9faf7;color:var(--text2);border-radius:8px;width:30px;height:30px;cursor:pointer;font-size:1rem}
-.ai-provider-row{display:flex;gap:8px;align-items:center;padding:10px 14px;border-bottom:1px solid var(--border);background:var(--surface)}
-.ai-provider-row select{
-  flex:1;border:1px solid var(--border);border-radius:10px;background:#f9faf7;color:var(--text);
-  padding:9px 11px;font:inherit;font-size:.82rem;
+.ai-toolbar{
+  display:grid;grid-template-columns:minmax(0,1fr) minmax(0,1.15fr) auto;gap:8px 10px;
+  align-items:end;padding:10px 12px;border-bottom:1px solid var(--border);background:var(--surface);
 }
+.ai-field{display:flex;flex-direction:column;gap:4px;min-width:0}
+.ai-field-label{font-size:.66rem;font-weight:600;letter-spacing:.02em;color:var(--text2);text-transform:uppercase}
+.ai-field select,.ai-toolbar select{
+  width:100%;min-width:0;max-width:100%;border:1px solid var(--border);border-radius:10px;
+  background:#f9faf7;color:var(--text);padding:8px 10px;font:inherit;font-size:.8rem;
+  line-height:1.35;appearance:none;
+  background-image:linear-gradient(45deg,transparent 50%,var(--text2) 50%),linear-gradient(135deg,var(--text2) 50%,transparent 50%);
+  background-position:calc(100% - 14px) calc(50% - 2px),calc(100% - 9px) calc(50% - 2px);
+  background-size:5px 5px,5px 5px;background-repeat:no-repeat;padding-right:28px;
+}
+.ai-toolbar-settings{align-self:end;white-space:nowrap}
 .ai-chat{
   flex:1;overflow:auto;padding:14px;background:
     linear-gradient(180deg,rgba(35,103,199,.04),rgba(32,40,33,.02));
@@ -1094,8 +1346,12 @@ body.cal-modal-open{overflow:hidden}
 .ai-bubble{
   border:1px solid var(--border);background:#fff;color:var(--text);
   border-radius:16px;padding:10px 12px;font-size:.86rem;line-height:1.6;box-shadow:0 1px 2px rgba(32,40,33,.05);
-  overflow-wrap:anywhere;
+  overflow-wrap:anywhere;word-break:break-word;max-width:100%;
 }
+.ai-bubble pre,.ai-bubble code{max-width:100%;overflow-x:auto;white-space:pre-wrap;word-break:break-all}
+.ai-bubble .md{max-width:100%;overflow-x:auto}
+.ai-bubble .md table{display:block;max-width:100%;overflow-x:auto}
+.ai-bubble .mermaid-wrap{max-width:100%;overflow-x:auto}
 .ai-msg-user .ai-bubble{background:#2367c7;color:#fff;border-color:#2367c7;border-bottom-right-radius:5px}
 .ai-msg-bot .ai-bubble{border-bottom-left-radius:5px}
 .ai-msg-meta{font-size:.66rem;color:var(--text2);margin:4px 6px 0}
@@ -1116,4 +1372,349 @@ body.cal-modal-open{overflow:hidden}
 .ai-typing i:nth-child(2){animation-delay:.15s}.ai-typing i:nth-child(3){animation-delay:.3s}
 @keyframes aiTyping{0%,80%,100%{transform:translateY(0);opacity:.35}40%{transform:translateY(-3px);opacity:.8}}
 .ai-error{color:var(--red);background:rgba(216,79,69,.08);border:1px solid rgba(216,79,69,.16);border-radius:10px;padding:10px 12px}
-@media(max-width:520px){.ai-dock{right:16px;bottom:16px}.ai-panel{height:min(82vh,680px)}.ai-provider-row,.ai-model-row{align-items:stretch;flex-direction:column}}
+@media(max-width:520px){
+  .ai-dock{right:16px;bottom:16px}
+  .ai-panel{width:calc(100vw - 24px);height:min(82vh,680px)}
+  .ai-toolbar{grid-template-columns:1fr 1fr;grid-template-rows:auto auto}
+  .ai-toolbar-settings{grid-column:1/-1;justify-self:end}
+  .ai-settings-grid{grid-template-columns:1fr}
+}
+
+/* ── 技術圖表頁（個股 · 技術圖表分頁）── */
+.ta-page{display:flex;flex-direction:column;gap:16px;min-width:0;max-width:100%}
+.ta-hero{
+  display:flex;flex-wrap:wrap;justify-content:space-between;align-items:flex-end;gap:16px 24px;
+  padding:18px 20px;background:var(--surface);border:1px solid var(--border);border-radius:16px;
+  box-shadow:var(--soft-shadow);
+}
+.ta-hero-title{margin:0;font-size:1.15rem;font-weight:800;line-height:1.3}
+.ta-hero-sym{font-size:.82rem;font-weight:700;color:var(--text2);margin-left:6px}
+.ta-hero-price{margin:6px 0 0;font-size:1.45rem;font-weight:900;font-variant-numeric:tabular-nums;color:var(--blue)}
+.ta-hero-price small{font-size:.78rem;font-weight:600;color:var(--text2);margin-left:8px}
+.ta-hero-kpis{display:flex;flex-wrap:wrap;gap:10px}
+.ta-hero-kpis div{
+  min-width:88px;padding:10px 14px;background:#f9faf7;border:1px solid var(--border);border-radius:12px;
+}
+.ta-hero-kpis span{display:block;font-size:.68rem;color:var(--text2);font-weight:700;margin-bottom:4px}
+.ta-hero-kpis b{font-size:1rem;font-weight:800;font-variant-numeric:tabular-nums}
+.ta-hero-kpis small{display:block;font-size:.68rem;color:var(--text2);font-weight:600;margin-top:3px}
+.ta-controls{
+  display:grid;grid-template-columns:minmax(0,.85fr) minmax(0,1fr) minmax(0,1.2fr) auto;gap:12px 16px;align-items:end;
+  padding:14px 16px;background:var(--surface);border:1px solid var(--border);border-radius:14px;
+}
+.ta-controls--panels{
+  grid-template-columns:1fr;align-items:stretch;margin-top:-4px;
+}
+.ta-panels-row{display:flex;flex-wrap:wrap;align-items:center;gap:8px 12px}
+.ta-panels-row .chip-row{flex:1;min-width:0}
+.ta-preset-row{display:flex;flex-wrap:wrap;gap:6px;align-items:center}
+.ta-preset-label{font-size:.68rem;font-weight:700;color:var(--text2);white-space:nowrap}
+
+.ta-control-group{display:flex;flex-direction:column;gap:8px;min-width:0}
+.ta-control-group--layers{grid-column:span 1}
+.ta-label{font-size:.75rem;font-weight:800;color:var(--text);letter-spacing:.02em}
+.ta-control-hint{margin:0;font-size:.72rem;color:var(--text2);line-height:1.45}
+.ta-refresh{align-self:end;white-space:nowrap}
+.ta-section-title{margin:0 0 10px;font-size:.82rem;font-weight:800;color:var(--text2);letter-spacing:.04em}
+.ta-chart-card{
+  background:var(--surface);border:1px solid var(--border);border-radius:16px;
+  box-shadow:var(--soft-shadow);min-width:0;overflow:visible;
+}
+.ta-chart-top{padding:14px 16px 10px;border-bottom:1px solid var(--border);background:#fafbf9}
+.ta-meta-chips{display:flex;flex-wrap:wrap;gap:6px}
+.ta-chip{
+  font-size:.7rem;font-weight:700;color:var(--text2);background:#fff;border:1px solid var(--border);
+  border-radius:999px;padding:4px 10px;white-space:nowrap;
+}
+.ta-chip--ok{color:var(--green);border-color:rgba(52,168,83,.35);background:rgba(52,168,83,.08)}
+.ta-db-range{margin:8px 0 0;font-size:.72rem;color:var(--text2);line-height:1.4;word-break:break-all}
+.ta-legend{
+  display:flex;flex-wrap:wrap;gap:8px 14px;padding:10px 16px;border-bottom:1px solid var(--border);
+  background:#fff;min-height:40px;align-items:center;
+}
+.ta-leg-item{display:inline-flex;align-items:center;gap:6px;font-size:.76rem;color:var(--text2);font-weight:600;white-space:nowrap}
+.ta-leg-item i{width:14px;height:3px;border-radius:2px;flex-shrink:0}
+.ta-workflow-hint{
+  margin:0;padding:8px 16px;font-size:.72rem;color:var(--text2);line-height:1.5;
+  border-bottom:1px solid var(--border);background:#fafbf9;
+}
+/* TradingView 式圖表：Y 軸固定欄 + 可捲動圖區 + 固定時間軸 */
+.tv-chart{border-top:1px solid var(--border);background:#fff;overflow:hidden}
+.tv-chart-body{display:flex;position:relative;min-width:0;background:#fafbfc;overflow:hidden}
+.tv-y-col{
+  flex:0 0 64px;width:64px;min-width:64px;display:flex;flex-direction:column;
+  border-right:1px solid var(--border);background:#fff;z-index:8;
+  position:sticky;left:0;align-self:stretch;
+}
+.tv-y-slot{
+  position:relative;flex-shrink:0;border-bottom:1px solid var(--border);
+  overflow:visible;background:#fff;
+}
+.tv-y-slot:last-child{border-bottom:none}
+.tv-y-slot-label{
+  position:absolute;top:0;left:0;right:0;z-index:2;
+  font-size:9px;font-weight:800;color:var(--text2);text-align:center;
+  padding:3px 2px;background:#f5f7f4;border-bottom:1px solid var(--border);
+  pointer-events:none;
+}
+.tv-y-slot--sub{padding-top:20px;box-sizing:border-box}
+.chart-gutter-y__ticks,.tv-scale-tags{
+  position:absolute;inset:0;pointer-events:none;
+}
+.tv-y-slot--sub .chart-gutter-y__ticks,.tv-y-slot--sub .tv-scale-tags{top:20px}
+.tv-scale-tags{z-index:4}
+.tv-scale-tags--stack{
+  display:flex;align-items:flex-start;justify-content:flex-start;
+  padding:4px 3px 6px;box-sizing:border-box;overflow-y:auto;overflow-x:hidden;
+  max-height:100%;
+}
+.tv-scale-stack{
+  display:flex;flex-direction:column;gap:5px;width:100%;max-width:100%;
+}
+.tv-scale-tag--stacked{
+  position:relative;transform:none;top:auto;right:auto;left:auto;
+  display:flex;align-items:center;justify-content:space-between;gap:5px;
+  width:100%;box-sizing:border-box;padding:4px 6px;min-height:26px;
+}
+.tv-scale-tag{
+  position:absolute;right:3px;transform:translateY(-50%);
+  display:inline-flex;align-items:center;gap:4px;max-width:calc(100% - 6px);
+  padding:4px 6px;border-radius:5px;background:var(--tag-bg,#2367c7);color:#fff;
+  font-size:9px;font-weight:700;line-height:1.3;white-space:nowrap;
+  box-shadow:0 1px 6px rgba(0,0,0,.18);pointer-events:none;
+}
+.tv-scale-tags--vol-hover{
+  position:absolute;left:0;right:0;bottom:4px;top:auto;height:auto;
+  z-index:5;pointer-events:none;padding:0 3px;
+}
+.tv-scale-vol-pin{
+  display:flex;flex-direction:column;gap:3px;width:100%;
+}
+.tv-scale-vol-sub{
+  display:block;font-size:8px;font-weight:700;color:var(--text2);
+  text-align:center;line-height:1.2;padding:0 2px 2px;
+}
+.chart-gutter-y__ticks:empty{display:none}
+.tv-scale-leader{
+  position:absolute;right:100%;top:50%;
+  width:1px;height:var(--drift,8px);
+  margin-right:2px;
+  background:rgba(0,0,0,.25);
+  transform:translateY(calc(-50% + var(--dir,1) * var(--drift,8px) / 2 * -1));
+  pointer-events:none;
+}
+.tv-scale-tag em{font-style:normal;opacity:.92;font-size:8px;flex-shrink:0}
+.tv-scale-tag b{font-weight:800;font-variant-numeric:tabular-nums;flex-shrink:0}
+.chart-gutter-y__tick{right:2px;z-index:1}
+.tv-scroll{
+  flex:1;min-width:0;overflow-x:auto;overflow-y:hidden;
+  cursor:grab;-webkit-overflow-scrolling:touch;
+}
+.tv-scroll.is-dragging{cursor:grabbing;user-select:none}
+.tv-stack{display:flex;flex-direction:column;min-width:max-content}
+.tv-pane--main{background:linear-gradient(180deg,#fff 0%,#f8faf9 100%);border-bottom:1px solid var(--border)}
+.tv-pane--solo{border-bottom:none}
+.tv-sub-panel{position:relative;border-bottom:1px solid var(--border);background:#fff}
+.tv-sub-plot{background:#fff}
+.ta-sub-close--float{
+  position:absolute;top:4px;right:6px;z-index:6;
+  width:22px;height:22px;border-radius:6px;border:1px solid var(--border);
+  background:rgba(255,255,255,.92);font-size:1rem;line-height:1;
+  cursor:pointer;color:var(--text2);font-weight:700;
+}
+.ta-sub-close--float:hover{background:#fff;color:var(--text)}
+.chart-gutter-y{position:relative;width:100%;height:100%}
+.chart-gutter-y__tick{
+  position:absolute;right:4px;transform:translateY(-50%);
+  font-size:10px;font-weight:600;color:#5c6562;
+  font-variant-numeric:tabular-nums;white-space:nowrap;pointer-events:none;
+}
+.tv-plot,.chart-plot-area{flex-shrink:0;background:#fff}
+.tv-plot .chart-wrap,.tv-plot svg,.chart-plot-area svg{display:block;width:100%;height:100%}
+.chart-root--tv .chart-stage,.chart-root--tv .chart-wrap{margin:0;padding:0;border:none;box-shadow:none;background:transparent}
+.tv-cursor-y{
+  position:absolute;left:2px;z-index:8;transform:translateY(-50%);
+  padding:2px 6px;border-radius:4px;background:var(--blue);color:#fff;
+  font-size:10px;font-weight:700;font-variant-numeric:tabular-nums;
+  pointer-events:none;white-space:nowrap;box-shadow:0 2px 8px rgba(35,103,199,.35);
+}
+.tv-x-wrap{
+  display:flex;position:relative;height:28px;
+  border-top:1px solid var(--border);background:#fff;
+}
+.tv-x-pad{flex:0 0 64px;width:64px;min-width:64px;border-right:1px solid var(--border);background:#fafbf9}
+.tv-chart{display:block}
+.tv-chart-view{display:flex;flex-direction:column;min-width:0}
+.tv-chart-foot{
+  flex-shrink:0;width:100%;background:#fff;
+  border-top:1px solid var(--border);
+  position:sticky;bottom:0;z-index:12;
+  box-shadow:0 -4px 12px rgba(0,0,0,.06);
+}
+.ta-readout-wrap--pinned{
+  display:block!important;min-height:52px;width:100%;box-sizing:border-box;
+}
+.tv-y-slot .tv-scale-tags,
+.tv-y-slot .tv-scale-tags--vol-hover,
+.tv-y-slot .tv-scale-tag{display:none!important}
+.tv-x-track{flex:1;position:relative;min-width:0;overflow:hidden}
+.tv-x-track .ta-x-axis__tick{top:8px}
+.ta-x-axis__tick{
+  position:absolute;transform:translateX(-50%);
+  font-size:10px;font-weight:600;color:#5c6562;white-space:nowrap;
+  pointer-events:none;font-variant-numeric:tabular-nums;
+}
+.tv-cursor-x{
+  position:absolute;top:3px;z-index:8;transform:translateX(-50%);
+  padding:2px 8px;border-radius:4px;background:#202421;color:#f5f7f4;
+  font-size:10px;font-weight:700;pointer-events:none;white-space:nowrap;
+  box-shadow:0 2px 8px rgba(0,0,0,.2);
+}
+.tv-readout{min-height:0}
+.ta-readout-wrap{
+  padding:10px 14px 12px;
+  background:linear-gradient(180deg,#f6f8fc 0%,#eef2f8 100%);
+  border-bottom:1px solid var(--border);
+}
+.ta-readout__chips{
+  display:flex;flex-wrap:wrap;gap:8px;align-items:stretch;
+}
+.ta-readout-chip{
+  display:inline-flex;flex-direction:column;gap:3px;min-width:52px;max-width:100%;
+  padding:7px 11px;background:#fff;border:1px solid rgba(0,0,0,.08);
+  border-radius:10px;box-shadow:0 1px 2px rgba(0,0,0,.04);
+  flex:0 1 auto;
+}
+.ta-readout-chip em{
+  font-size:.64rem;font-weight:800;color:var(--text2);
+  letter-spacing:.04em;font-style:normal;line-height:1.2;
+}
+.ta-readout-chip b{
+  font-size:.84rem;font-weight:800;color:var(--text);
+  font-variant-numeric:tabular-nums;line-height:1.25;word-break:break-word;
+}
+.ta-readout-chip small{
+  font-size:.64rem;color:var(--text2);line-height:1.3;margin-top:-1px;
+}
+.ta-readout-chip--date{min-width:108px}
+.ta-readout-chip--date b{font-size:.78rem;font-weight:700}
+.ta-readout-chip--close b{color:var(--blue)}
+.ta-readout-chip--vol-today{border-color:rgba(35,103,199,.25);background:#f5f9ff}
+.ta-readout-chip--vol-up{border-color:rgba(200,138,29,.35);background:#fffbf0}
+.ta-readout-chip--vol-up b{color:#9a6b12}
+.ta-readout-chip--vol-spike{border-color:rgba(216,79,69,.35);background:#fff6f5}
+.ta-readout-chip--vol-spike b{color:#b91c1c}
+.ta-readout-chip__badge{
+  align-self:flex-start;margin-top:2px;padding:2px 7px;border-radius:5px;
+  font-size:.62rem;font-weight:800;line-height:1.2;letter-spacing:.02em;
+}
+.ta-readout-chip__badge--elevated{background:#fff6e0;color:#9a6b12}
+.ta-readout-chip__badge--spike{background:#fde8e6;color:#b91c1c}
+.ta-chip--vol-spike{background:#fde8e6;color:#b91c1c;border:1px solid #f0b4ae;font-weight:800}
+.ta-chip--vol-elevated{background:#fff6e0;color:#9a6b12;border:1px solid #ecd9a8;font-weight:800}
+
+.vol-bar--active{stroke:#202421;stroke-width:1.2}
+.vol-bar--spike.vol-bar--active{stroke:#b91c1c}
+.ta-glossary-bar{
+  display:grid;grid-template-columns:auto 1fr;gap:8px 12px;align-items:center;
+  padding:10px 14px 12px;border-top:1px solid var(--border);background:#fafbf9;
+}
+.ta-glossary-title{
+  font-size:.72rem;font-weight:800;color:var(--text2);white-space:nowrap;
+  padding-top:2px;
+}
+.ta-glossary-chips{
+  display:flex;flex-wrap:wrap;align-items:center;gap:6px 8px;min-width:0;
+}
+.ta-glossary-chips .info-btn{margin:0;flex-shrink:0}
+.ta-stat-label{
+  display:inline-flex;align-items:center;gap:4px;
+  font-size:.7rem;color:var(--text2);font-weight:700;line-height:1.35;
+}
+.ta-stat-label .info-btn{margin:0;vertical-align:baseline}
+.ta-hero-kpis .ta-stat-label{display:inline-flex}
+.chart-row-sticky{display:flex;flex-direction:row;align-items:stretch;width:max-content}
+.chart-plot-area{flex-shrink:0}
+.ta-sub-panel{border-bottom:1px solid var(--border);background:#fff}
+.ta-sub-panel[hidden]{display:none}
+.ta-sub-panel-head{
+  display:flex;align-items:center;justify-content:space-between;gap:8px;
+  padding:6px 12px;background:#f5f7f4;border-bottom:1px solid var(--border);
+}
+.ta-sub-panel-head span{font-size:.72rem;font-weight:800;color:var(--text2);letter-spacing:.02em}
+.ta-sub-close{
+  border:none;background:transparent;color:var(--text2);font-size:1.1rem;line-height:1;
+  cursor:pointer;padding:2px 8px;border-radius:6px;font-weight:700;
+}
+.ta-sub-close:hover{background:rgba(0,0,0,.06);color:var(--text)}
+.ta-subchart-body{min-height:88px;overflow:visible}
+.ta-subchart-body .chart-row-sticky{border-bottom:none}
+.ta-subchart-body svg{display:block;width:100%;height:auto}
+.ta-panels-empty{
+  padding:20px 16px;text-align:center;font-size:.78rem;color:var(--text2);
+  border-bottom:1px solid var(--border);background:#fafbfc;
+}
+.ta-panels-empty[hidden]{display:none}
+
+.ta-stats-wrap{min-width:0}
+.ta-stat-grid{display:grid;grid-template-columns:repeat(4,minmax(0,1fr));gap:10px}
+.ta-stat{
+  background:var(--surface);border:1px solid var(--border);border-radius:12px;
+  padding:12px 14px;min-width:0;box-shadow:var(--shadow);
+}
+.ta-stat span{display:block;font-size:.7rem;color:var(--text2);font-weight:700;line-height:1.35}
+.ta-stat b{display:block;font-size:1.02rem;font-weight:800;margin-top:6px;font-variant-numeric:tabular-nums;word-break:break-word}
+.ta-stat small{display:block;font-size:.68rem;color:var(--text2);margin-top:4px;line-height:1.35}
+.ta-ai-card{
+  background:var(--surface);border:1px solid rgba(35,103,199,.2);border-radius:16px;
+  padding:18px 20px;min-width:0;box-shadow:var(--soft-shadow);
+}
+.ta-ai-desc{margin:0 0 12px;font-size:.8rem;color:var(--text2);line-height:1.55}
+.ta-ai-actions{display:flex;flex-wrap:wrap;gap:8px;margin-bottom:12px}
+.ta-ai-out{
+  font-size:.86rem;line-height:1.65;color:var(--text);
+  background:#f9faf7;border:1px solid var(--border);border-radius:12px;
+  padding:14px 16px;min-height:80px;max-height:min(40vh,360px);
+  overflow-y:auto;overflow-x:hidden;min-width:0;
+}
+.ta-ai-out .ta-ai-md{min-width:0;overflow-wrap:anywhere;word-break:break-word}
+.ta-ai-out .md{font-size:.86rem;line-height:1.65;max-width:100%}
+.ta-ai-out .md>:first-child{margin-top:0}
+.ta-ai-out .md>:last-child{margin-bottom:0}
+.ta-ai-out .md h1{font-size:1.05rem;margin:.6em 0 .35em;padding:0;border:none}
+.ta-ai-out .md h2{font-size:.98rem;margin:.75em 0 .35em;padding-bottom:.25em}
+.ta-ai-out .md h3{font-size:.9rem;margin:.6em 0 .3em}
+.ta-ai-out .md h4{font-size:.86rem;margin:.5em 0 .25em}
+.ta-ai-out .md p{margin:.45em 0}
+.ta-ai-out .md ul,.ta-ai-out .md ol{margin:.4em 0 .5em;padding-left:1.25em}
+.ta-ai-out .md li{margin:.25em 0}
+.ta-ai-out .md blockquote{
+  margin:.5em 0;padding:8px 12px;border-left:3px solid var(--blue);
+  background:rgba(35,103,199,.06);border-radius:0 8px 8px 0;
+}
+.ta-ai-out .md pre,.ta-ai-out .md table{display:block;max-width:100%;overflow-x:auto}
+.ta-ai-out .md table{margin:.6em 0;font-size:.8rem}
+.ta-ai-out .md hr{margin:.8em 0}
+.ta-ai-out .ai-error,.ta-ai-out .ai-typing{word-break:break-word}
+.chart-root--ta{width:100%;height:100%}
+.chart-stage--ta{width:100%;height:100%}
+@media(max-width:960px){
+  .ta-controls:not(.ta-controls--panels){grid-template-columns:1fr 1fr}
+  .ta-control-group--layers{grid-column:1/-1}
+  .ta-controls .ta-control-group:first-child{grid-column:1/-1}
+  .ta-refresh{grid-column:1/-1;justify-self:start}
+  .ta-stat-grid{grid-template-columns:repeat(2,minmax(0,1fr))}
+}
+@media(max-width:560px){
+  .ta-controls{grid-template-columns:1fr}
+  .ta-hero-kpis{width:100%}
+  .ta-hero-kpis div{flex:1}
+  .ta-stat-grid{grid-template-columns:1fr}
+  .ta-glossary-bar{grid-template-columns:1fr;gap:6px}
+  .ta-readout-chip{min-width:46px;padding:6px 9px}
+  .ta-readout-chip--date{min-width:0;flex:1 1 100%}
+  .tv-y-col{flex:0 0 72px;width:72px;min-width:72px}
+  .tv-x-pad{flex:0 0 72px;width:72px;min-width:72px}
+  .tv-scale-tag{font-size:8px;padding:2px 4px}
+  .sub-tabs{width:100%;max-width:100%}
+}
diff --git a/app.js b/app.js
index 54f2825..3e6bdd2 100644
--- a/app.js
+++ b/app.js
@@ -186,7 +186,7 @@ function bindWlinks(container) {
 // ═══════════════════════════════════════════════════════════
 //  主視圖路由
 // ═══════════════════════════════════════════════════════════
-const VIEW_IDS = ['macro', 'calendar', 'learn', 'stock', 'journal', 'settings'];
+const VIEW_IDS = ['macro', 'calendar', 'watchlist', 'learn', 'stock', 'journal', 'settings'];
 const inited = {};
 function parseHash() { const m = location.hash.match(/^#\/(\w+)/); const v = m ? m[1] : 'macro'; return VIEW_IDS.includes(v) ? v : 'macro'; }
 function setAIFocus(focus) {
@@ -202,11 +202,13 @@ function setView(view) {
   VIEW_IDS.forEach(v => { const e = $('#view-' + v); if (e) e.hidden = v !== view; });
   $$('#viewTabs a').forEach(a => a.classList.toggle('active', a.dataset.view === view));
   if (view === 'calendar' && !inited.calendar) { inited.calendar = true; initCalendar(); }
+  if (view === 'watchlist' && !inited.watchlist) { inited.watchlist = true; initWatchlist(); }
   if (view === 'learn' && !inited.learn) { inited.learn = true; initLearn(); }
   if (view === 'stock' && !inited.stock) { inited.stock = true; initStock(); }
   if (view === 'journal' && !inited.journal) { inited.journal = true; initJournal(); }
   if (view === 'settings' && !inited.settings) { inited.settings = true; initSettings(); }
   updateAIContextLabel();
+  if (!$('#aiPanel')?.hidden) refreshAIContextLabel();
   if (view !== 'macro') window.scrollTo({ top: 0 });
 }
 $$('#viewTabs a').forEach(a => a.addEventListener('click', () => {
@@ -282,10 +284,11 @@ async function initSettings() {
   const envSettings = await loadEnvSettings();
   const settings = readAISettings();
   view.innerHTML = `
-  <div class="page">
+  <div class="page settings-page">
     <div class="page-head">
       <div class="page-title">API Key 與 AI Provider 設定</div>
-      <div class="page-sub">所有金鑰會寫入本機專案的 <code>.env</code>：${escapeHtml(envSettings.envPath || '.env')}。金鑰欄位留空代表保留原值；模型與預設 provider 會直接更新。</div>
+      <div class="page-sub">所有金鑰會寫入本機專案的 <code>.env</code>（路徑見下方）。金鑰欄位留空代表保留原值；模型與預設 provider 會直接更新。</div>
+      <div class="settings-env-path" title="${escapeHtml(envSettings.envPath || '.env')}">${escapeHtml(envSettings.envPath || '.env')}</div>
     </div>
     <section class="ai-provider-card env-provider-card">
       <div class="ai-provider-head">
@@ -354,53 +357,58 @@ async function initSettings() {
     }
   }));
 }
+let aiWidgetBusy = false;
+
 function initAIWidget() {
   const dock = $('#aiDock');
   if (!dock) return;
   dock.innerHTML = `
     <button class="ai-fab" id="aiFab">AI</button>
     <div class="ai-panel" id="aiPanel" hidden>
-      <div class="ai-panel-head"><div><b>MacroScope AI</b><span id="aiContextLabel">準備中</span></div><button id="aiClose">×</button></div>
-      <div class="ai-provider-row">
-        <select id="aiProviderSelect"></select>
-        <select id="aiModelSelect"></select>
-        <button class="btn ghost sm" id="aiOpenSettings">設定</button>
+      <div class="ai-panel-head"><div><b>MacroScope AI</b><span id="aiContextLabel">準備中</span></div><button type="button" id="aiClose" aria-label="關閉">×</button></div>
+      <div class="ai-toolbar">
+        <label class="ai-field"><span class="ai-field-label">Provider</span><select id="aiProviderSelect"></select></label>
+        <label class="ai-field"><span class="ai-field-label">模型</span><select id="aiModelSelect"></select></label>
+        <button type="button" class="btn ghost sm ai-toolbar-settings" id="aiOpenSettings">設定</button>
       </div>
       <div class="ai-chat" id="aiChatLog">
         <div class="ai-msg ai-msg-bot">
-          <div class="ai-bubble">我會看你目前 focus 的頁面資料；沒有資料時也可以直接聊天。</div>
+          <div class="ai-bubble">有頁面資料時會一併附上；沒有資料或你在設定頁時，就是一般聊天。</div>
           <div class="ai-msg-meta">MacroScope AI</div>
         </div>
       </div>
       <div class="ai-compose">
-        <textarea id="aiQuestion" rows="1" placeholder="輸入訊息..."></textarea>
-        <button class="ai-send" id="aiAskBtn" aria-label="送出">↑</button>
+        <textarea id="aiQuestion" rows="1" placeholder="輸入訊息…（Enter 送出、Shift+Enter 換行）"></textarea>
+        <button type="button" class="ai-send" id="aiAskBtn" aria-label="送出">↑</button>
       </div>
     </div>`;
   const refreshProviders = async () => {
     try { await loadEnvSettings(); } catch (_) {}
     const s = readAISettings();
-    $('#aiProviderSelect').innerHTML = Object.entries(AI_PROVIDER_META).map(([id, meta]) => {
-      const p = s.providers?.[id] || {};
-      return `<option value="${id}" ${s.active === id ? 'selected' : ''}>${escapeHtml(meta.label)}${p.model ? ` · ${escapeHtml(p.model)}` : ' · 自動抓取模型'}</option>`;
-    }).join('');
+    $('#aiProviderSelect').innerHTML = Object.entries(AI_PROVIDER_META).map(([id, meta]) =>
+      `<option value="${id}" ${s.active === id ? 'selected' : ''}>${escapeHtml(meta.label)}</option>`,
+    ).join('');
     await refreshWidgetModels($('#aiProviderSelect').value);
   };
   refreshProviders();
-  $('#aiFab').addEventListener('click', async () => { await refreshProviders(); $('#aiPanel').hidden = !$('#aiPanel').hidden; updateAIContextLabel(); });
+  $('#aiFab').addEventListener('click', async () => {
+    await refreshProviders();
+    const opening = $('#aiPanel').hidden;
+    $('#aiPanel').hidden = !opening;
+    if (opening) refreshAIContextLabel();
+  });
   $('#aiClose').addEventListener('click', () => { $('#aiPanel').hidden = true; });
   $('#aiProviderSelect').addEventListener('change', async () => {
     await refreshWidgetModels($('#aiProviderSelect').value);
-    updateAIContextLabel();
+    refreshAIContextLabel();
   });
   $('#aiOpenSettings').addEventListener('click', () => { location.hash = '#/settings'; $('#aiPanel').hidden = true; });
-  $('#aiAskBtn').addEventListener('click', () => askAIFromWidget());
+  $('#aiAskBtn').addEventListener('click', e => { e.preventDefault(); askAIFromWidget(); });
   $('#aiQuestion').addEventListener('input', () => autosizeAIInput());
   $('#aiQuestion').addEventListener('keydown', e => {
-    if (e.key === 'Enter' && !e.shiftKey) {
-      e.preventDefault();
-      askAIFromWidget();
-    }
+    if (e.key !== 'Enter' || e.shiftKey || e.isComposing || e.keyCode === 229) return;
+    e.preventDefault();
+    askAIFromWidget();
   });
 }
 function autosizeAIInput() {
@@ -424,31 +432,63 @@ async function refreshWidgetModels(provider) {
   if (!select) return;
   const settings = readAISettings();
   const current = settings.providers?.[provider]?.model || '';
-  select.innerHTML = `<option value="">${current ? `使用設定：${escapeHtml(current)}` : '自動抓取模型'}</option>`;
+  const defaultOpt = (hint) => `<option value="">${escapeHtml(hint)}</option>`;
   if (!settings.providers?.[provider]?.hasKey) {
-    select.innerHTML = '<option value="">先設定 API key</option>';
+    select.innerHTML = defaultOpt('請先在設定填 API key');
     return;
   }
+  select.innerHTML = defaultOpt(current ? `預設：${current}` : '使用設定頁的預設模型');
   try {
     const models = await getProviderModels(provider);
     const opts = models.map(m => `<option value="${escapeHtml(m.id)}" ${m.id === current ? 'selected' : ''}>${escapeHtml(m.id)}</option>`).join('');
-    select.innerHTML = `<option value="">${current ? `使用設定：${escapeHtml(current)}` : '自動抓取模型'}</option>${opts}`;
-    if (current) select.value = current;
-  } catch (e) {
-    select.innerHTML = `<option value="">${current ? `使用設定：${escapeHtml(current)}` : '抓取模型失敗'}</option>`;
+    select.innerHTML = defaultOpt(current ? `預設：${current}` : '選擇模型') + opts;
+    if (current && [...select.options].some(o => o.value === current)) select.value = current;
+  } catch (_) {
+    select.innerHTML = defaultOpt(current ? `預設：${current}` : '無法列出模型，仍用設定值');
+    if (current) select.innerHTML += `<option value="${escapeHtml(current)}" selected>${escapeHtml(current)}</option>`;
   }
 }
+const AI_VIEW_LABELS = { macro: '總經', calendar: '日曆', learn: '學習', stock: '個股', journal: '復盤', settings: '設定' };
+function focusLabelFrom(focus = {}) {
+  return focus.label || focus.title || focus.symbol || focus.date || focus.key || '';
+}
 function updateAIContextLabel() {
   const el = $('#aiContextLabel');
   if (!el) return;
-  const labels = { macro: '總經', calendar: '日曆', learn: '學習', stock: '個股', journal: '復盤', settings: '設定' };
   const view = document.body.dataset.view || parseHash();
-  const dataViews = new Set(['macro', 'calendar', 'learn', 'stock', 'journal']);
-  const focus = window.__AI_FOCUS || {};
-  const focusLabel = focus.label || focus.title || focus.symbol || focus.date || focus.key || '';
-  el.textContent = dataViews.has(view)
-    ? `會附上「${labels[view] || '頁面'}」${focusLabel ? `目前焦點：${focusLabel}` : '目前焦點'}`
-    : '一般聊天，不附頁面資料';
+  if (view === 'settings') {
+    el.textContent = '一般聊天';
+    return;
+  }
+  const focus = focusLabelFrom(window.__AI_FOCUS || {});
+  el.textContent = focus
+    ? `${AI_VIEW_LABELS[view] || '頁面'} · ${focus}（檢查是否有資料…）`
+    : `${AI_VIEW_LABELS[view] || '頁面'}（檢查是否有資料…）`;
+}
+async function refreshAIContextLabel() {
+  const el = $('#aiContextLabel');
+  if (!el) return;
+  const view = document.body.dataset.view || parseHash();
+  if (view === 'settings') {
+    el.textContent = '一般聊天';
+    return;
+  }
+  el.textContent = '正在檢查可附帶的頁面資料…';
+  try {
+    const ctx = await collectAIContext();
+    const focus = focusLabelFrom(ctx.focus || window.__AI_FOCUS || {});
+    if (ctx.hasPageData) {
+      el.textContent = focus
+        ? `已附上 ${AI_VIEW_LABELS[view] || '頁面'} · ${focus}`
+        : `已附上 ${AI_VIEW_LABELS[view] || '頁面'} 資料`;
+    } else if (ctx.contextError) {
+      el.textContent = `一般聊天（頁面資料未取得：${ctx.contextError}）`;
+    } else {
+      el.textContent = `一般聊天（${AI_VIEW_LABELS[view] || '此頁'}尚無可用資料）`;
+    }
+  } catch (e) {
+    el.textContent = `一般聊天（${(e.data && e.data.message) || e.message || '無法讀取頁面資料'}）`;
+  }
 }
 async function collectAIContext() {
   const view = document.body.dataset.view || parseHash();
@@ -466,6 +506,7 @@ async function collectAIContext() {
     client.subPage = STOCK.sub;
     client.mapAnswers = STOCK.mapAnswers;
     if (STOCK.sub === 'map') client.investMap = STOCK.mapCfg;
+    if (STOCK.sub === 'technical' && STOCK.technicalSnapshot) client.technical = STOCK.technicalSnapshot;
     client.visibleText = $('#view-stock')?.innerText?.slice(0, 5000) || '';
   } else if (view === 'journal') {
     client.visibleText = $('#view-journal')?.innerText?.slice(0, 5000) || '';
@@ -479,8 +520,8 @@ async function collectAIContext() {
     headers: { 'Content-Type': 'application/json' },
     body: JSON.stringify({ view, focus, client, allowFetch: true }),
   }).catch(e => ({
-    mode: ['macro', 'calendar', 'learn', 'stock', 'journal'].includes(view) ? 'page' : 'chat',
-    hasPageData: ['macro', 'calendar', 'learn', 'stock', 'journal'].includes(view),
+    mode: 'chat',
+    hasPageData: false,
     view,
     focus,
     client,
@@ -488,17 +529,22 @@ async function collectAIContext() {
   }));
 }
 async function askAIFromWidget() {
-  const question = $('#aiQuestion').value.trim();
-  if (!question) return;
+  if (aiWidgetBusy) return;
   const input = $('#aiQuestion');
   const send = $('#aiAskBtn');
-  appendAIMessage('user', escapeHtml(question), '你');
+  const question = input?.value.trim();
+  if (!question) return;
+
+  aiWidgetBusy = true;
   input.value = '';
   autosizeAIInput();
+  appendAIMessage('user', escapeHtml(question), '你');
   if (send) send.disabled = true;
+
   const typing = appendAIMessage('bot', '<span class="ai-typing"><i></i><i></i><i></i></span>', '正在回覆');
   try {
     const context = await collectAIContext();
+    refreshAIContextLabel();
     const provider = $('#aiProviderSelect').value;
     const model = $('#aiModelSelect')?.value || '';
     const d = await askAI({ provider, model, question, context });
@@ -514,6 +560,7 @@ async function askAIFromWidget() {
       if (meta) meta.textContent = '傳送失敗';
     }
   } finally {
+    aiWidgetBusy = false;
     if (send) send.disabled = false;
     $('#aiChatLog').scrollTop = $('#aiChatLog').scrollHeight;
   }
@@ -789,6 +836,310 @@ function initCalendar() {
   bindTermTips(view);
   syncCalendarWatchlistFromServer().finally(() => refreshCalendarData(false));
 }
+
+// ═══════════════════════════════════════════════════════════
+//  追蹤個股（分群 · 報價快覽 · 一鍵進個股工具）
+// ═══════════════════════════════════════════════════════════
+const WATCH = { data: null, activeGroupId: null, quotes: {}, saving: false };
+const WATCH_SYM_RE = /^[A-Z0-9.\-]{1,12}$/;
+
+function watchActiveGroup() {
+  const groups = WATCH.data?.groups || [];
+  return groups.find(g => g.id === WATCH.activeGroupId) || groups[0] || null;
+}
+
+async function loadWatchlistFromServer() {
+  const d = await api('/api/watchlist');
+  WATCH.data = d;
+  if (!WATCH.activeGroupId || !d.groups?.some(g => g.id === WATCH.activeGroupId)) {
+    WATCH.activeGroupId = d.groups?.[0]?.id || 'default';
+  }
+  return d;
+}
+
+async function saveWatchlistToServer() {
+  if (!WATCH.data || WATCH.saving) return;
+  WATCH.saving = true;
+  const status = $('#watchStatus');
+  try {
+    const d = await api('/api/watchlist', {
+      method: 'PUT',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify(WATCH.data),
+    });
+    WATCH.data = d;
+    if (status) status.textContent = '已儲存';
+  } catch (e) {
+    if (status) status.textContent = (e.data?.message || e.message || '儲存失敗');
+  } finally {
+    WATCH.saving = false;
+    renderWatchlistView();
+  }
+}
+
+function showWatchMsg(text, tone) {
+  const el = $('#watchMsg');
+  if (!el) return;
+  el.textContent = text || '';
+  el.className = 'watch-msg' + (tone ? ` ${tone}` : '');
+  el.hidden = !text;
+}
+
+async function refreshWatchQuotes(symbols) {
+  const syms = [...new Set((symbols || []).map(s => String(s).trim().toUpperCase()).filter(Boolean))];
+  if (!syms.length) { WATCH.quotes = {}; return; }
+  try {
+    const d = await api(`/api/watchlist/quotes?symbols=${encodeURIComponent(syms.join(','))}`);
+    for (const q of d.quotes || []) {
+      if (q?.symbol) WATCH.quotes[q.symbol] = q;
+    }
+  } catch (_) { /* 報價失敗仍顯示代號 */ }
+}
+
+function initWatchlist() {
+  const view = $('#view-watchlist');
+  view.innerHTML = `
+  <div class="page watch-page">
+    <div class="page-head">
+      <div class="page-title">⭐ 追蹤個股</div>
+      <div class="page-sub">依分群管理你關注的標的，快速看報價並一鍵進入個股工具（指標、技術圖、財報、產業鏈）。與「日曆 · 追蹤財報」清單分開儲存。</div>
+    </div>
+    <div class="watch-toolbar">
+      <span class="watch-status" id="watchStatus"></span>
+      <button type="button" class="btn ghost sm" id="watchRefreshQuotes">更新報價</button>
+      <button type="button" class="btn ghost sm" id="watchImportCalendar">匯入日曆追蹤</button>
+    </div>
+    <p class="watch-msg" id="watchMsg" hidden></p>
+    <div class="watch-layout">
+      <aside class="watch-groups" aria-label="分群">
+        <div class="watch-groups-head">
+          <b>分群</b>
+          <button type="button" class="btn sm" id="watchAddGroup">＋ 新分群</button>
+        </div>
+        <ul class="watch-group-list" id="watchGroupList"></ul>
+      </aside>
+      <section class="watch-main">
+        <div class="watch-main-head" id="watchMainHead"></div>
+        <form class="watch-add-form" id="watchAddForm" autocomplete="off">
+          <input type="text" id="watchSymInput" placeholder="輸入代號，例如 NVDA" maxlength="12">
+          <button type="submit" class="btn sm">加入此分群</button>
+        </form>
+        <div class="watch-symbol-grid" id="watchSymbolGrid"></div>
+      </section>
+    </div>
+  </div>`;
+  $('#watchAddGroup').addEventListener('click', () => watchAddGroup());
+  $('#watchAddForm').addEventListener('submit', e => { e.preventDefault(); watchTryAddSymbol(); });
+  $('#watchRefreshQuotes').addEventListener('click', () => renderWatchlistView(true));
+  $('#watchImportCalendar').addEventListener('click', () => watchImportFromCalendar());
+  $('#watchGroupList').addEventListener('click', e => {
+    const row = e.target.closest('[data-group-id]');
+    if (!row) return;
+    if (e.target.closest('.watch-group-del')) {
+      watchDeleteGroup(row.dataset.groupId);
+      return;
+    }
+    WATCH.activeGroupId = row.dataset.groupId;
+    renderWatchlistView();
+  });
+  $('#watchSymbolGrid').addEventListener('click', e => {
+    const open = e.target.closest('[data-open-sym]');
+    if (open) {
+      location.hash = '#/stock';
+      setView('stock');
+      setStockSymbol(open.dataset.openSym);
+      return;
+    }
+    const rm = e.target.closest('.watch-sym-rm');
+    if (rm) watchRemoveSymbol(rm.dataset.sym);
+  });
+  $('#watchSymbolGrid').addEventListener('change', e => {
+    const mv = e.target.closest('.watch-sym-move');
+    if (mv?.value) {
+      watchMoveSymbol(mv.dataset.sym, mv.value);
+      mv.value = '';
+    }
+  });
+  loadWatchlistFromServer()
+    .then(() => renderWatchlistView(true))
+    .catch(e => {
+      $('#watchSymbolGrid').innerHTML = `<div class="empty-state">無法載入追蹤清單：${escapeHtml(e.message || '')}</div>`;
+    });
+}
+
+function watchAddGroup() {
+  const name = window.prompt('新分群名稱', '新分群');
+  if (name == null) return;
+  const trimmed = String(name).trim().slice(0, 40);
+  if (!trimmed) { showWatchMsg('分群名稱不可為空', 'warn'); return; }
+  const id = `g_${Date.now().toString(36)}`;
+  WATCH.data.groups.push({ id, name: trimmed, symbols: [], order: WATCH.data.groups.length });
+  WATCH.activeGroupId = id;
+  saveWatchlistToServer();
+}
+
+function watchDeleteGroup(id) {
+  if ((WATCH.data?.groups || []).length <= 1) {
+    showWatchMsg('至少保留一個分群', 'warn');
+    return;
+  }
+  const g = WATCH.data.groups.find(x => x.id === id);
+  if (!g) return;
+  if (!window.confirm(`刪除分群「${g.name}」？其中的 ${g.symbols.length} 檔標的會一併移除。`)) return;
+  WATCH.data.groups = WATCH.data.groups.filter(x => x.id !== id);
+  if (WATCH.activeGroupId === id) WATCH.activeGroupId = WATCH.data.groups[0]?.id;
+  saveWatchlistToServer();
+}
+
+function watchRenameGroup(id) {
+  const g = WATCH.data.groups.find(x => x.id === id);
+  if (!g) return;
+  const name = window.prompt('分群名稱', g.name);
+  if (name == null) return;
+  const trimmed = String(name).trim().slice(0, 40);
+  if (!trimmed) return;
+  g.name = trimmed;
+  saveWatchlistToServer();
+}
+
+function watchTryAddSymbol() {
+  const input = $('#watchSymInput');
+  const sym = input?.value.trim().toUpperCase();
+  if (!sym) { showWatchMsg('請輸入股票代號', 'warn'); return; }
+  if (!WATCH_SYM_RE.test(sym)) {
+    showWatchMsg('代號格式不正確（1–12 字，英數與 . -）', 'bad');
+    input?.focus();
+    return;
+  }
+  const g = watchActiveGroup();
+  if (!g) return;
+  const all = new Set();
+  for (const grp of WATCH.data.groups) (grp.symbols || []).forEach(s => all.add(s));
+  if (all.has(sym)) {
+    showWatchMsg(`${sym} 已在其他分群；同一標的僅能出現一次`, 'warn');
+    return;
+  }
+  if (g.symbols.includes(sym)) {
+    showWatchMsg(`${sym} 已在此分群`, 'warn');
+    return;
+  }
+  g.symbols.push(sym);
+  if (input) input.value = '';
+  showWatchMsg(`${sym} 已加入「${g.name}」`, 'good');
+  saveWatchlistToServer();
+}
+
+function watchRemoveSymbol(sym) {
+  const g = watchActiveGroup();
+  if (!g) return;
+  g.symbols = g.symbols.filter(s => s !== sym);
+  saveWatchlistToServer();
+}
+
+function watchMoveSymbol(sym, targetGroupId) {
+  if (!targetGroupId) return;
+  const from = watchActiveGroup();
+  const to = WATCH.data.groups.find(g => g.id === targetGroupId);
+  if (!from || !to || from.id === to.id) return;
+  from.symbols = from.symbols.filter(s => s !== sym);
+  if (!to.symbols.includes(sym)) to.symbols.push(sym);
+  saveWatchlistToServer();
+}
+
+async function watchImportFromCalendar() {
+  const cal = loadCalendarSymbols();
+  if (!cal.length) { showWatchMsg('日曆尚無追蹤標的', 'warn'); return; }
+  const all = new Set();
+  for (const grp of WATCH.data.groups) (grp.symbols || []).forEach(s => all.add(s));
+  const g = watchActiveGroup();
+  let added = 0;
+  for (const sym of cal) {
+    if (all.has(sym)) continue;
+    g.symbols.push(sym);
+    all.add(sym);
+    added++;
+  }
+  if (!added) { showWatchMsg('日曆中的標的都已在你追蹤清單裡', 'warn'); return; }
+  showWatchMsg(`已從日曆匯入 ${added} 檔到「${g.name}」`, 'good');
+  await saveWatchlistToServer();
+}
+
+function renderWatchGroupList() {
+  const ul = $('#watchGroupList');
+  if (!ul || !WATCH.data) return;
+  const groups = [...(WATCH.data.groups || [])].sort((a, b) => a.order - b.order);
+  ul.innerHTML = groups.map(g => {
+    const on = g.id === WATCH.activeGroupId;
+    const n = (g.symbols || []).length;
+    return `<li>
+      <button type="button" class="watch-group-item${on ? ' active' : ''}" data-group-id="${escapeHtml(g.id)}">
+        <span class="watch-group-name">${escapeHtml(g.name)}</span>
+        <span class="watch-group-count">${n}</span>
+      </button>
+      ${groups.length > 1 ? `<button type="button" class="watch-group-del" data-group-id="${escapeHtml(g.id)}" title="刪除分群">×</button>` : ''}
+    </li>`;
+  }).join('');
+}
+
+function renderWatchMainHead() {
+  const head = $('#watchMainHead');
+  const g = watchActiveGroup();
+  if (!head || !g) return;
+  const total = (WATCH.data?.groups || []).reduce((n, grp) => n + (grp.symbols?.length || 0), 0);
+  head.innerHTML = `
+    <div>
+      <h2 class="watch-main-title">${escapeHtml(g.name)}</h2>
+      <span class="watch-main-sub">此群 ${g.symbols.length} 檔 · 全部共 ${total} 檔</span>
+    </div>
+    <button type="button" class="btn ghost sm" id="watchRenameGroup">重新命名</button>`;
+  $('#watchRenameGroup')?.addEventListener('click', () => watchRenameGroup(g.id));
+}
+
+function watchSymbolCard(sym, g) {
+  const q = WATCH.quotes[sym] || {};
+  const chg = q.changePercent;
+  const chgCls = chg == null ? '' : (chg >= 0 ? 'pnl-pos' : 'pnl-neg');
+  const chgTxt = chg == null ? '—' : `${chg >= 0 ? '+' : ''}${Number(chg).toFixed(2)}%`;
+  const priceTxt = q.price != null ? fmtNum(q.price, 2) : (q.error ? '無報價' : '…');
+  const otherGroups = (WATCH.data?.groups || []).filter(x => x.id !== g.id);
+  const moveOpts = otherGroups.length
+    ? `<label class="watch-sym-move-wrap"><span>移至</span><select class="watch-sym-move" data-sym="${escapeHtml(sym)}">
+        <option value="">—</option>
+        ${otherGroups.map(og => `<option value="${escapeHtml(og.id)}">${escapeHtml(og.name)}</option>`).join('')}
+      </select></label>`
+    : '';
+  return `<article class="watch-sym-card">
+    <button type="button" class="watch-sym-open" data-open-sym="${escapeHtml(sym)}">
+      <span class="watch-sym-ticker">${escapeHtml(sym)}</span>
+      <span class="watch-sym-name">${escapeHtml(q.name && q.name !== sym ? q.name : '')}</span>
+      <span class="watch-sym-price">${escapeHtml(priceTxt)}</span>
+      <span class="watch-sym-chg ${chgCls}">${escapeHtml(chgTxt)}</span>
+    </button>
+    <div class="watch-sym-actions">
+      ${moveOpts}
+      <button type="button" class="watch-sym-rm" data-sym="${escapeHtml(sym)}" aria-label="移除 ${escapeHtml(sym)}">移除</button>
+    </div>
+  </article>`;
+}
+
+async function renderWatchlistView(refreshQuotes = false) {
+  if (!WATCH.data) return;
+  renderWatchGroupList();
+  renderWatchMainHead();
+  const grid = $('#watchSymbolGrid');
+  const g = watchActiveGroup();
+  if (!grid || !g) return;
+  const symbols = g.symbols || [];
+  if (refreshQuotes && symbols.length) await refreshWatchQuotes(symbols);
+  grid.innerHTML = symbols.length
+    ? symbols.map(sym => watchSymbolCard(sym, g)).join('')
+    : '<div class="watch-empty-panel">此分群尚無標的。在上方輸入代號加入，或從「日曆 · 追蹤財報」匯入。</div>';
+  const st = $('#watchStatus');
+  if (st && WATCH.data.updatedAt) {
+    st.textContent = `共 ${(WATCH.data.groups || []).reduce((n, grp) => n + (grp.symbols?.length || 0), 0)} 檔 · 更新 ${new Date(WATCH.data.updatedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' })}`;
+  }
+}
+
 function calendarEventLabel(ev) {
   if (ev.symbol) return ev.symbol;
   const t = ev.title || '';
@@ -1376,11 +1727,32 @@ function drawLineChart(el, series, opts = {}) {
   series = (series || []).filter(s => s.points && s.points.length >= 2);
   if (!series.length) { el.innerHTML = '<div class="chart-empty">資料不足，無法繪圖。</div>'; return; }
   const uid = 'c' + (++_chartSeq);
-  const w = 760, h = opts.height || 300, padL = 60, padR = 14, padT = 16, padB = 28;
-  const plotW = w - padL - padR, plotH = h - padT - padB;
-  const n = Math.min(...series.map(s => s.points.length));
-  const dates = series[0].points.map(p => p.date);
-  const allVals = []; series.forEach(s => s.points.forEach(p => allVals.push(p.val)));
+  const sticky = !!opts.stickyAxes;
+  const axisW = sticky ? (opts.axisWidth || TA_AXIS_W) : 0;
+  const boxW = el?.clientWidth > 0 ? Math.floor(el.clientWidth) : 0;
+  const totalW = opts.chartWidth || (boxW > 120 ? boxW : 760);
+  const h = opts.height || 300;
+  const padL = sticky ? 0 : (opts.padL != null ? opts.padL : 64);
+  const padR = sticky ? 10 : 18;
+  const padT = 18;
+  const padB = sticky ? 8 : 32;
+  const w = sticky ? totalW - axisW : totalW;
+  const plotW = w - padL - padR;
+  const plotH = h - padT - padB;
+  const dates = opts.dates || series[0].points.map(p => p.date);
+  const n = dates.length;
+  if (n < 2) { el.innerHTML = '<div class="chart-empty">資料不足，無法繪圖。</div>'; return; }
+  const valAt = (pts, i) => (pts[i] && pts[i].val != null && !isNaN(pts[i].val) ? pts[i].val : null);
+  const allVals = [];
+  series.forEach(s => s.points.forEach((p, i) => { const v = valAt(s.points, i) ?? p.val; if (v != null && !isNaN(v)) allVals.push(v); }));
+  if (opts.band) {
+    for (let i = 0; i < n; i++) {
+      const u = valAt(opts.band.upper?.points, i);
+      const l = valAt(opts.band.lower?.points, i);
+      if (u != null) allVals.push(u);
+      if (l != null) allVals.push(l);
+    }
+  }
   let yMin = opts.yMin != null ? opts.yMin : Math.min(...allVals);
   let yMax = opts.yMax != null ? opts.yMax : Math.max(...allVals);
   if (yMin === yMax) { yMin -= 1; yMax += 1; }
@@ -1390,25 +1762,125 @@ function drawLineChart(el, series, opts = {}) {
   const toX = i => padL + (i / (n - 1)) * plotW;
   const toY = v => padT + (1 - (v - yMin) / yRange) * plotH;
   let grid = '';
-  for (let k = 0; k <= 5; k++) { const v = yMin + yRange * k / 5; const y = toY(v); grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.06)"/><text x="${padL - 8}" y="${(y + 3.5).toFixed(1)}" fill="#86868b" font-size="11" text-anchor="end">${fmt(v)}</text>`; }
-  let xlab = ''; const xt = Math.min(5, n);
-  for (let k = 0; k < xt; k++) { const idx = Math.round(k * (n - 1) / (xt - 1)); xlab += `<text x="${toX(idx).toFixed(1)}" y="${h - 9}" fill="#86868b" font-size="10" text-anchor="middle">${(dates[idx] || '').slice(2, 7).replace('-', '/')}</text>`; }
+  for (let k = 0; k <= 5; k++) {
+    const v = yMin + yRange * k / 5;
+    const y = toY(v);
+    grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.06)"/>`;
+    if (!sticky) grid += `<text x="${padL - 8}" y="${(y + 3.5).toFixed(1)}" fill="#86868b" font-size="11" text-anchor="end">${fmt(v)}</text>`;
+  }
+  let xlab = '';
+  if (!sticky) {
+    const xt = Math.min(5, n);
+    for (let k = 0; k < xt; k++) {
+      const idx = Math.round(k * (n - 1) / (xt - 1));
+      xlab += `<text x="${toX(idx).toFixed(1)}" y="${h - 6}" fill="#86868b" font-size="10" text-anchor="middle">${formatTaDateLabel(dates[idx])}</text>`;
+    }
+  }
   let paths = '', dots = '';
+  const flushBand = (idxs) => {
+    if (idxs.length < 2) return;
+    let band = `M${toX(idxs[0]).toFixed(1)},${toY(valAt(opts.band.upper.points, idxs[0])).toFixed(1)}`;
+    for (let k = 1; k < idxs.length; k++) band += ` L${toX(idxs[k]).toFixed(1)},${toY(valAt(opts.band.upper.points, idxs[k])).toFixed(1)}`;
+    for (let k = idxs.length - 1; k >= 0; k--) band += ` L${toX(idxs[k]).toFixed(1)},${toY(valAt(opts.band.lower.points, idxs[k])).toFixed(1)}`;
+    paths += `<path d="${band} Z" fill="${opts.band.fill || 'rgba(35,103,199,.07)'}" stroke="none"/>`;
+  };
+  if (opts.band?.upper?.points && opts.band?.lower?.points) {
+    let seg = [];
+    for (let i = 0; i < n; i++) {
+      const u = valAt(opts.band.upper.points, i);
+      const l = valAt(opts.band.lower.points, i);
+      if (u != null && l != null) seg.push(i);
+      else { flushBand(seg); seg = []; }
+    }
+    flushBand(seg);
+  }
+  const linePath = (pts) => {
+    let d = '';
+    let move = true;
+    for (let i = 0; i < n; i++) {
+      const v = valAt(pts, i);
+      if (v == null) { move = true; continue; }
+      d += `${move ? 'M' : 'L'}${toX(i).toFixed(1)},${toY(v).toFixed(1)} `;
+      move = false;
+    }
+    return d.trim();
+  };
   series.forEach(s => {
-    const d = s.points.slice(0, n).map((p, i) => `${i === 0 ? 'M' : 'L'}${toX(i).toFixed(1)},${toY(p.val).toFixed(1)}`).join(' ');
-    paths += `<path d="${d}" fill="none" stroke="${s.color}" stroke-width="2" stroke-linejoin="round" stroke-linecap="round"/>`;
+    const d = linePath(s.points);
+    if (!d) return;
+    const sw = s.strokeWidth != null ? s.strokeWidth : 2;
+    const dash = s.dash ? ` stroke-dasharray="${s.dash}"` : '';
+    paths += `<path d="${d}" fill="none" stroke="${s.color}" stroke-width="${sw}"${dash} stroke-linejoin="round" stroke-linecap="round"/>`;
     dots += `<circle class="hd" data-c="${s.color}" r="4" fill="${s.color}" stroke="#0a0e17" stroke-width="2" style="display:none"/>`;
   });
-  const legend = series.length > 1 ? `<div class="chart-legend">${series.map(s => `<span><i style="background:${s.color}"></i>${escapeHtml(s.name)}</span>`).join('')}</div>` : '';
-  el.innerHTML = `${legend}<div class="chart-wrap"><svg id="${uid}" viewBox="0 0 ${w} ${h}" xmlns="http://www.w3.org/2000/svg">
-    ${grid}${xlab}${paths}
-    <g class="hg" style="display:none"><line class="hl" y1="${padT}" y2="${padT + plotH}" stroke="#86868b" stroke-dasharray="3,3"/></g>
-    ${dots}
-    <rect class="ha" x="${padL}" y="${padT}" width="${plotW}" height="${plotH}" fill="transparent" style="cursor:crosshair"/>
-  </svg><div class="chart-hover" id="${uid}h"></div></div>`;
+  const legend = series.length > 1 && !opts.externalLegend
+    ? `<div class="chart-legend">${series.map(s => `<span><i style="background:${s.color}"></i>${escapeHtml(s.name)}</span>`).join('')}</div>`
+    : '';
+  const rootCls = opts.rootClass || '';
+  const stageCls = opts.stageClass || '';
+  const aspect = opts.stretch === false ? 'xMidYMid meet' : 'none';
+  const svgBlock = `<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="${aspect}" xmlns="http://www.w3.org/2000/svg">
+          ${grid}${xlab}${paths}
+          <g class="hg" style="display:none"><line class="hl" y1="${padT}" y2="${padT + plotH}" stroke="#86868b" stroke-dasharray="3,3"/></g>
+          ${dots}
+          <rect class="ha" x="${padL}" y="${padT}" width="${plotW}" height="${plotH}" fill="transparent" style="cursor:crosshair"/>
+        </svg>`;
+  if (sticky) {
+    const yEl = opts.yGutterEl;
+    const plotOnly = yEl ? `
+      <div class="chart-root chart-root--tv ${rootCls}">
+        ${legend}
+        <div class="chart-stage ${stageCls}">
+          <div class="chart-plot-area tv-plot" style="width:${plotW + padR}px;min-width:${plotW + padR}px;height:${h}px">
+            <div class="chart-wrap">${svgBlock}${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}</div>
+          </div>
+        </div>
+      </div>` : `
+      <div class="chart-root chart-root--sticky ${rootCls}">
+        ${legend}
+        <div class="chart-stage ${stageCls}">
+          <div class="chart-row-sticky">
+            <div class="chart-gutter-y" style="height:${h}px;width:${axisW}px"></div>
+            <div class="chart-plot-area" style="width:${plotW + padR}px;min-width:${plotW + padR}px">
+              <div class="chart-wrap">${svgBlock}${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}</div>
+            </div>
+          </div>
+        </div>
+      </div>`;
+    el.innerHTML = plotOnly;
+    if (yEl) {
+      yEl.style.height = `${h}px`;
+      const sc = { yMin, yMax, plotH, padT, h, fmt };
+      yEl._tvScale = sc;
+      renderChartYGutter(yEl, sc);
+      if (opts.storeMainScale) {
+        STOCK.taMainScale = { ...sc, n, plotW: plotW + padR };
+      }
+    } else {
+      renderChartYGutter(el.querySelector('.chart-gutter-y'), { yMin, yMax, plotH, padT, h, fmt });
+    }
+  } else {
+    el.innerHTML = `<div class="chart-root ${rootCls}">
+    ${legend}
+    <div class="chart-stage ${stageCls}">
+      <div class="chart-wrap">
+        ${svgBlock}
+        ${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}
+      </div>
+    </div>
+  </div>`;
+  }
+  if (opts.externalLegend && series.length > 1) {
+    opts.externalLegend.innerHTML = series.map(s =>
+      `<span class="ta-leg-item"><i style="background:${s.color}"></i>${escapeHtml(s.name)}</span>`,
+    ).join('');
+  }
   const svg = el.querySelector('#' + uid);
   const hg = svg.querySelector('.hg'), hl = svg.querySelector('.hl'), area = svg.querySelector('.ha');
-  const hds = $$('.hd', svg), info = el.querySelector('#' + uid + 'h');
+  const hds = $$('.hd', svg);
+  const info = opts.hoverEl
+    ? (typeof opts.hoverEl === 'string' ? document.querySelector(opts.hoverEl) : opts.hoverEl)
+    : el.querySelector('#' + uid + 'h');
   area.addEventListener('mousemove', evt => {
     const r = svg.getBoundingClientRect();
     const sx = (evt.clientX - r.left) * (w / r.width);
@@ -1416,18 +1888,688 @@ function drawLineChart(el, series, opts = {}) {
     i = Math.max(0, Math.min(n - 1, i));
     const x = toX(i);
     hg.style.display = ''; hl.setAttribute('x1', x); hl.setAttribute('x2', x);
-    hds.forEach((dot, k) => { const p = series[k].points[i]; if (!p) return; dot.style.display = ''; dot.setAttribute('cx', x); dot.setAttribute('cy', toY(p.val)); });
-    info.style.display = 'block';
-    info.innerHTML = `<b>${dates[i]}</b>　` + series.map(s => `<span style="color:${s.color}">${series.length > 1 ? escapeHtml(s.name) + ' ' : ''}${fmt(s.points[i].val)}</span>`).join('　');
+    const ohlc = opts.ohlcRows?.[i];
+    hds.forEach((dot, k) => {
+      const v = valAt(series[k].points, i);
+      if (v == null) { dot.style.display = 'none'; return; }
+      dot.style.display = '';
+      dot.setAttribute('cx', x);
+      dot.setAttribute('cy', toY(v));
+    });
+    if (info) info.style.display = 'block';
+    let tip = `<b>${dates[i]}</b>`;
+    if (ohlc) {
+      tip += `　<span>O ${fmtNum(ohlc.open, 2)} H ${fmtNum(ohlc.high, 2)} L ${fmtNum(ohlc.low, 2)} C ${fmtNum(ohlc.close, 2)}</span>`;
+    }
+    tip += '　' + series.map(s => {
+      const v = valAt(s.points, i);
+      if (v == null) return '';
+      return `<span style="color:${s.color}">${series.length > 1 ? escapeHtml(s.name) + ' ' : ''}${fmt(v)}</span>`;
+    }).filter(Boolean).join('　');
+    info.innerHTML = tip;
+    if (info) info.style.display = 'block';
+    if (opts.onIndex) opts.onIndex(i, dates[i], x);
+  });
+  area.addEventListener('mouseleave', () => {
+    hg.style.display = 'none'; hds.forEach(d => d.style.display = 'none');
+    if (info) info.style.display = 'none';
+    if (opts.onIndex) {
+      const last = (opts.ohlcRows?.length || STOCK.technicalRows?.length || 1) - 1;
+      opts.onIndex(last >= 0 ? last : -1, null, null);
+    }
+  });
+  return { uid, padL, plotW, n, dates, toX };
+}
+
+const TA_BAR_PX = 9;
+const TA_AXIS_W = 64;
+const TA_AXIS_H = 28;
+const TA_Y_SLOT = { vol: 'taYVol', macd: 'taYMacd', rsi: 'taYRsi', kdj: 'taYKdj' };
+function taStatLabel(text, tipKey) {
+  const tip = tipKey && typeof termTipBtn === 'function' ? termTipBtn(tipKey, text) : '';
+  return `<span class="ta-stat-label">${escapeHtml(text)}${tip}</span>`;
+}
+
+function taChartPixelWidth(n) {
+  return Math.max(720, Math.round(n * TA_BAR_PX + TA_AXIS_W + 24));
+}
+
+function formatTaDateLabel(iso) {
+  if (!iso) return '';
+  return iso.slice(2, 7).replace('-', '/');
+}
+
+function clearAxisTicks(ySlot) {
+  const ticksEl = ySlot?.querySelector('.chart-gutter-y__ticks');
+  if (ticksEl) ticksEl.innerHTML = '';
+}
+
+function renderChartYGutter(gutterEl, scale) {
+  if (!gutterEl || !scale) return;
+  const { yMin, yMax, plotH, padT, h, fmt, refLines } = scale;
+  const yRange = yMax - yMin || 1;
+  const toPct = v => ((padT + (1 - (v - yMin) / yRange) * plotH) / h) * 100;
+  const ticks = new Set();
+  for (let k = 0; k <= 5; k++) ticks.add(yMin + (yRange * k) / 5);
+  (refLines || []).forEach(rv => ticks.add(rv));
+  const labels = [...ticks].sort((a, b) => b - a);
+  const f = fmt || (v => String(v));
+  let ticksEl = gutterEl.querySelector('.chart-gutter-y__ticks');
+  if (!ticksEl) {
+    ticksEl = document.createElement('div');
+    ticksEl.className = 'chart-gutter-y__ticks';
+    gutterEl.insertBefore(ticksEl, gutterEl.firstChild);
+  }
+  ticksEl.innerHTML = labels.map(v =>
+    `<span class="chart-gutter-y__tick" style="top:${toPct(v).toFixed(2)}%">${escapeHtml(f(v))}</span>`,
+  ).join('');
+}
+
+function syncTvAxisHeights() {
+  const sync = (yId, plotSel) => {
+    const ySlot = document.getElementById(yId);
+    const plot = document.querySelector(plotSel);
+    if (!ySlot || !plot) return;
+    const h = Math.round(plot.offsetHeight);
+    if (h > 0) ySlot.style.height = `${h}px`;
+  };
+  sync('taYMain', '#taChart .tv-plot');
+  sync('taYVol', '#taVol');
+  sync('taYMacd', '#taMacd');
+  sync('taYRsi', '#taRsi');
+  sync('taYKdj', '#taKdj');
+}
+
+function clearTvScaleTags() {
+  document.querySelectorAll('.tv-scale-tags, .tv-scale-tags--vol-hover').forEach(el => el.remove());
+}
+
+function refreshTvScaleTags(barIndex) {
+  clearTvScaleTags();
+  const syncGutter = (id) => {
+    const slot = document.getElementById(id);
+    if (!slot || slot.hidden || !slot._tvScale) return;
+    renderChartYGutter(slot, slot._tvScale);
+  };
+  syncGutter('taYMain');
+  syncGutter('taYVol');
+  syncGutter('taYMacd');
+  syncGutter('taYRsi');
+  syncGutter('taYKdj');
+}
+
+function updateTaXAxis() {
+  const box = $('#taXAxis');
+  const sc = $('#taChartScroll');
+  const meta = STOCK.taAxisMeta;
+  if (!box || !sc || !meta?.dates?.length) {
+    if (box) box.innerHTML = '';
+    return;
+  }
+  const { dates, cw, axisW, n, plotW } = meta;
+  const plotWidth = plotW || (cw - axisW);
+  if (n < 2 || plotWidth <= 0) return;
+  const scrollLeft = Math.max(0, sc.scrollLeft);
+  const viewPlotW = Math.max(80, sc.clientWidth - axisW);
+  const iPerPx = (n - 1) / plotWidth;
+  const i0 = Math.max(0, Math.floor(scrollLeft * iPerPx));
+  const i1 = Math.min(n - 1, Math.ceil((scrollLeft + viewPlotW) * iPerPx));
+  const span = Math.max(1, i1 - i0);
+  const tickN = Math.min(8, Math.max(4, Math.floor(span / 40) + 3));
+  let html = '';
+  for (let t = 0; t < tickN; t++) {
+    const idx = tickN === 1 ? i0 : Math.round(i0 + (t / (tickN - 1)) * span);
+    const xInView = (idx / (n - 1)) * plotWidth - scrollLeft;
+    if (xInView < -24 || xInView > viewPlotW + 24) continue;
+    const pct = (xInView / viewPlotW) * 100;
+    html += `<span class="ta-x-axis__tick" style="left:${pct.toFixed(2)}%">${escapeHtml(formatTaDateLabel(dates[idx]))}</span>`;
+  }
+  if (!html) {
+    html = `<span class="ta-x-axis__tick" style="left:4%">${escapeHtml(formatTaDateLabel(dates[i0]))}</span>`
+      + `<span class="ta-x-axis__tick" style="left:92%">${escapeHtml(formatTaDateLabel(dates[i1]))}</span>`;
+  }
+  box.innerHTML = html;
+}
+
+function bindTaChartScroll(scrollEl) {
+  if (!scrollEl || scrollEl._taPanBound) return;
+  scrollEl._taPanBound = true;
+  let dragging = false, sx = 0, sl = 0;
+  scrollEl.addEventListener('mousedown', e => {
+    if (e.button !== 0) return;
+    dragging = true;
+    sx = e.clientX;
+    sl = scrollEl.scrollLeft;
+    scrollEl.classList.add('is-dragging');
+  });
+  window.addEventListener('mouseup', () => {
+    dragging = false;
+    scrollEl.classList.remove('is-dragging');
+  });
+  scrollEl.addEventListener('mousemove', e => {
+    if (!dragging) return;
+    e.preventDefault();
+    scrollEl.scrollLeft = sl - (e.clientX - sx);
+  });
+  scrollEl.addEventListener('wheel', e => {
+    if (Math.abs(e.deltaX) < Math.abs(e.deltaY)) {
+      scrollEl.scrollLeft += e.deltaY;
+      e.preventDefault();
+    }
+  }, { passive: false });
+  scrollEl.addEventListener('scroll', () => {
+    updateTaXAxis();
+    if (_taHoverIndex >= 0 && STOCK.taAxisMeta) {
+      const { n, plotW } = STOCK.taAxisMeta;
+      const x = n > 1 ? (_taHoverIndex / (n - 1)) * plotW : 0;
+      updateTaCrosshairTags(_taHoverIndex, x);
+    }
+    const tip = $('#taChartHover');
+    if (tip?.classList.contains('is-on')) tip.style.transform = 'none';
+  }, { passive: true });
+  window.addEventListener('resize', () => {
+    updateTaXAxis();
+    if (_taHoverIndex >= 0 && STOCK.taAxisMeta) {
+      const { n, plotW } = STOCK.taAxisMeta;
+      updateTaCrosshairTags(_taHoverIndex, n > 1 ? (_taHoverIndex / (n - 1)) * plotW : 0);
+    }
+  }, { passive: true });
+}
+
+function scrollTaChartEnd() {
+  const sc = $('#taChartScroll');
+  if (!sc) return;
+  requestAnimationFrame(() => {
+    sc.scrollLeft = sc.scrollWidth - sc.clientWidth;
+    updateTaXAxis();
+  });
+}
+
+let _taHoverIndex = -1;
+
+function updateTaCrosshairTags(i, plotX) {
+  const tagX = $('#taTagX');
+  const tagY = $('#taTagY');
+  if (tagY) tagY.hidden = true;
+  if (i < 0 || !STOCK.taMainScale || !tagX) {
+    if (tagX) tagX.hidden = true;
+    return;
+  }
+  const r = STOCK.technicalRows?.[i];
+  const sc = $('#taChartScroll');
+  const meta = STOCK.taAxisMeta;
+  if (!r || !sc || !meta) return;
+  const plotW = meta.plotW || (meta.cw - meta.axisW);
+  const xPos = plotX != null ? plotX : (i / Math.max(1, meta.n - 1)) * plotW;
+  const xInView = xPos - sc.scrollLeft;
+  tagX.textContent = meta.dates[i] || formatTaDateLabel(meta.dates[i]);
+  tagX.style.left = `${TA_AXIS_W + Math.max(0, xInView)}px`;
+  tagX.hidden = false;
+}
+
+const TA_VOL_ELEVATED = 1.5;
+const TA_VOL_SPIKE = 2;
+
+function enrichVolumeRows(volRows) {
+  if (!volRows?.length) return volRows || [];
+  return volRows.map((row, i) => {
+    const out = { ...row };
+    if (row.volume == null || row.volume <= 0) return out;
+    const hist = [];
+    for (let j = i - 1; j >= 0 && hist.length < 20; j--) {
+      const v = volRows[j];
+      if (v.volume > 0 && !v.partialSession) hist.unshift(v.volume);
+    }
+    if (hist.length < 5) return out;
+    const avg = hist.reduce((a, b) => a + b, 0) / hist.length;
+    out.volAvg20 = avg;
+    out.volRatio = row.volume / avg;
+    if (out.volRatio >= TA_VOL_SPIKE) out.volSignal = 'spike';
+    else if (out.volRatio >= TA_VOL_ELEVATED) out.volSignal = 'elevated';
+    return out;
+  });
+}
+
+function buildVolByDate(volRows) {
+  const m = Object.create(null);
+  (volRows || []).forEach(r => { if (r?.date) m[r.date] = r; });
+  return m;
+}
+
+function mergeVolumeIntoRows(rows, volByDate) {
+  if (!rows?.length || !volByDate) return rows;
+  return rows.map(r => {
+    const v = volByDate[r.date];
+    if (!v) return r;
+    return {
+      ...r,
+      volume: v.volume,
+      volAvg20: v.volAvg20,
+      volRatio: v.volRatio,
+      volSignal: v.volSignal,
+      partialSession: v.partialSession,
+    };
+  });
+}
+
+function getTaVolAtDate(date) {
+  return (date && STOCK.technicalVolByDate?.[date]) || null;
+}
+
+function taReadoutChip(label, value, opts = {}) {
+  const cls = ['ta-readout-chip'];
+  if (opts.mod) cls.push(`ta-readout-chip--${opts.mod}`);
+  const badge = opts.badge
+    ? `<span class="ta-readout-chip__badge${opts.badgeMod ? ` ta-readout-chip__badge--${opts.badgeMod}` : ''}">${escapeHtml(opts.badge)}</span>`
+    : '';
+  const sub = opts.sub ? `<small>${escapeHtml(opts.sub)}</small>` : '';
+  return `<span class="${cls.join(' ')}"><em>${escapeHtml(label)}</em><b>${value}</b>${sub}${badge}</span>`;
+}
+
+function buildTaHoverReadout(r, vr) {
+  const P = STOCK.technicalPanels || {};
+  const chips = [];
+  if (r?.date) {
+    const dateLbl = r.partialSession ? `${r.date}（當日）` : r.date;
+    chips.push(taReadoutChip('日期', escapeHtml(dateLbl), { mod: 'date' }));
+  }
+  if (r?.open != null) chips.push(taReadoutChip('開', fmtNum(r.open, 2)));
+  if (r?.high != null) chips.push(taReadoutChip('高', fmtNum(r.high, 2)));
+  if (r?.low != null) chips.push(taReadoutChip('低', fmtNum(r.low, 2)));
+  if (r?.close != null) chips.push(taReadoutChip('收', fmtNum(r.close, 2), { mod: 'close' }));
+  if (vr?.volume != null) {
+    let mod = vr.partialSession ? 'vol-today' : 'vol';
+    if (vr.volSignal === 'spike') mod = 'vol-spike';
+    else if (vr.volSignal === 'elevated') mod = 'vol-up';
+    const badge = vr.volSignal === 'spike' ? '⚠ 放量' : vr.volSignal === 'elevated' ? '量增' : '';
+    const badgeMod = vr.volSignal === 'spike' ? 'spike' : vr.volSignal === 'elevated' ? 'elevated' : '';
+    chips.push(taReadoutChip('成交量', fmtMetric(vr.volume, 'compact'), {
+      mod,
+      sub: vr.volRatio != null ? `均量 ${fmtRatio(vr.volRatio, 1)}×` : '',
+      badge,
+      badgeMod,
+    }));
+  }
+  if (P.macd && r?.macdHist != null) chips.push(taReadoutChip('MACD', fmtNum(r.macdHist, 3), { mod: 'macd' }));
+  if (P.rsi && r?.rsi14 != null) chips.push(taReadoutChip('RSI', fmtNum(r.rsi14, 1), { mod: 'rsi' }));
+  if (P.kdj && r?.k != null) {
+    chips.push(taReadoutChip('KDJ', `${fmtNum(r.k, 1)} / ${fmtNum(r.d, 1)}`, {
+      mod: 'kdj',
+      sub: `J ${fmtNum(r.j, 1)}`,
+    }));
+  }
+  return `<div class="ta-readout"><div class="ta-readout__chips">${chips.join('')}</div></div>`;
+}
+
+function taVolAlertChipHtml(vr) {
+  if (!vr?.volSignal) return '';
+  const label = vr.volSignal === 'spike' ? '放量警示' : '量能偏高';
+  return `<span class="ta-chip ta-chip--vol ta-chip--vol-${vr.volSignal}" title="相較近 20 根完整 K 均量">${label} ${fmtRatio(vr.volRatio, 1)}×</span>`;
+}
+
+function highlightTaVolumeBar(date) {
+  const svg = $('#taVol')?.querySelector('svg');
+  if (!svg) return;
+  $$('rect.vol-bar', svg).forEach(rect => {
+    const on = !!date && rect.dataset.date === date;
+    rect.setAttribute('opacity', on ? '1' : '0.48');
+    rect.classList.toggle('vol-bar--active', on);
+  });
+}
+
+function updateTaVolSignalChip() {
+  const host = $('#taVolSignal');
+  if (!host) return;
+  const volRows = STOCK.technicalVolRows;
+  const last = volRows?.[volRows.length - 1];
+  host.innerHTML = last?.volSignal ? taVolAlertChipHtml(last) : '';
+}
+
+function refreshTaVolHoverUi(vr) {
+  highlightTaVolumeBar(vr?.date);
+}
+
+function formatTaHoverVolOnly(vr) {
+  return buildTaHoverReadout({ date: vr.date, partialSession: vr.partialSession }, vr);
+}
+
+function taReadoutBarIndex(i) {
+  const rows = STOCK.technicalRows;
+  if (!rows?.length) return -1;
+  if (i >= 0 && i < rows.length) return i;
+  if (STOCK._taHoverVolRow?.date) {
+    const vi = rows.findIndex(r => r.date === STOCK._taHoverVolRow.date);
+    if (vi >= 0) return vi;
+  }
+  return rows.length - 1;
+}
+
+function updateTaHoverBar(i) {
+  const tip = $('#taChartHover');
+  const rows = STOCK.technicalRows;
+  if (!tip || !rows?.length) return;
+  if (i < 0 && STOCK._taHoverVolRow) {
+    tip.innerHTML = formatTaHoverVolOnly(STOCK._taHoverVolRow);
+    tip.classList.add('is-on');
+    refreshTaVolHoverUi(STOCK._taHoverVolRow);
+    return;
+  }
+  const idx = taReadoutBarIndex(i);
+  if (idx < 0) return;
+  const r = rows[idx];
+  const vr = getTaVolAtDate(r.date) || r;
+  tip.innerHTML = buildTaHoverReadout(r, vr);
+  tip.classList.add('is-on');
+  tip.style.transform = 'none';
+  refreshTaVolHoverUi(vr);
+}
+
+function pinTaReadoutToLastBar() {
+  const rows = STOCK.technicalRows;
+  if (!rows?.length) return;
+  STOCK._taHoverVolRow = null;
+  updateTaHoverBar(rows.length - 1);
+}
+
+function taMainChartHeight() {
+  const P = STOCK.technicalPanels || {};
+  const n = TA_PANEL_DEFS.filter(d => P[d.id]).length;
+  if (n === 0) return 400;
+  if (n === 1) return 360;
+  return 320;
+}
+
+function setTaHoverByVolRow(vr, x) {
+  STOCK._taHoverVolRow = vr || null;
+  _taHoverIndex = -1;
+  updateTaHoverBar(-1);
+  if (vr?.date) {
+    const meta = STOCK.taAxisMeta;
+    const tagX = $('#taTagX');
+    if (tagX) {
+      tagX.textContent = formatTaDateLabel(vr.date);
+      if (x != null && meta) {
+        const xInView = Number(x) - ($('#taChartScroll')?.scrollLeft || 0);
+        tagX.style.left = `${TA_AXIS_W + Math.max(0, xInView)}px`;
+      }
+      tagX.hidden = false;
+    }
+    const tagY = $('#taTagY');
+    if (tagY) tagY.hidden = true;
+  }
+  syncTaSubchartCrosshair(x, true);
+}
+
+function syncTaSubchartCrosshair(x, show) {
+  $$('.ta-subchart-body svg, .ta-subchart svg, #taChart svg').forEach(svg => {
+    const hg = svg.querySelector('.hg');
+    const hl = svg.querySelector('.hl');
+    if (!hl) return;
+    if (!show || x == null) {
+      if (hg) hg.style.display = 'none';
+      return;
+    }
+    if (hg) hg.style.display = '';
+    hl.setAttribute('data-x', x);
+    hl.setAttribute('x1', x);
+    hl.setAttribute('x2', x);
+  });
+}
+
+function setTaHoverIndex(i, x) {
+  if (i < 0) {
+    pinTaReadoutToLastBar();
+    _taHoverIndex = -1;
+    updateTaCrosshairTags(-1, null);
+    refreshTvScaleTags((STOCK.technicalRows?.length || 1) - 1);
+    syncTaSubchartCrosshair(null, false);
+    return;
+  }
+  STOCK._taHoverVolRow = null;
+  _taHoverIndex = i;
+  updateTaHoverBar(i);
+  updateTaCrosshairTags(i, x);
+  refreshTvScaleTags(i);
+  syncTaSubchartCrosshair(x, x != null);
+}
+
+function drawTaSubchart(el, rows, spec) {
+  if (!rows?.length) { el.innerHTML = '<div class="chart-empty">—</div>'; return; }
+  const uid = 't' + (++_chartSeq);
+  const n = rows.length;
+  const sticky = spec.stickyAxes !== false;
+  const axisW = sticky ? TA_AXIS_W : 0;
+  const totalW = spec.chartWidth || taChartPixelWidth(n);
+  const h = spec.height || 128;
+  const padL = sticky ? 0 : 56;
+  const padR = sticky ? 10 : 18;
+  const padT = sticky ? 14 : 22;
+  const padB = sticky ? 6 : 22;
+  const w = sticky ? totalW - axisW : totalW;
+  const plotW = w - padL - padR;
+  const plotH = h - padT - padB;
+  const fmt = spec.fmt || (v => (typeof v === 'number' && !Number.isInteger(v) ? fmtNum(v, 1) : String(v)));
+  const dates = rows.map(r => r.date);
+  const valAt = key => rows.map(r => ({ date: r.date, val: r[key] }));
+  let yMin = spec.yMin != null ? spec.yMin : 0;
+  let yMax = spec.yMax != null ? spec.yMax : 100;
+  if (spec.autoScale) {
+    const vals = [];
+    spec.keys.forEach(k => rows.forEach(r => { if (r[k.key] != null) vals.push(r[k.key]); }));
+    if (spec.histKey) rows.forEach(r => { if (r[spec.histKey] != null) vals.push(r[spec.histKey]); });
+    if (vals.length) {
+      yMin = Math.min(...vals);
+      yMax = Math.max(...vals);
+      const pad = (yMax - yMin) * 0.12 || 1;
+      yMin -= pad;
+      yMax += pad;
+    }
+  }
+  if (yMin === yMax) { yMin -= 1; yMax += 1; }
+  const yRange = yMax - yMin || 1;
+  const toX = i => padL + (i / (n - 1)) * plotW;
+  const toY = v => padT + (1 - (v - yMin) / yRange) * plotH;
+  const zeroY = toY(0);
+  let grid = '';
+  if (spec.refLines) {
+    spec.refLines.forEach(rv => {
+      const y = toY(rv);
+      grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.07)" stroke-dasharray="4,4"/>`;
+      if (!sticky) grid += `<text x="${padL - 6}" y="${(y + 3).toFixed(1)}" fill="#86868b" font-size="9" text-anchor="end">${rv}</text>`;
+    });
+  }
+  if (sticky && !spec.refLines && spec.autoScale) {
+    for (let k = 0; k <= 4; k++) {
+      const v = yMin + yRange * k / 4;
+      const y = toY(v);
+      grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.05)"/>`;
+    }
+  }
+  let paths = '', bars = '';
+  if (spec.histKey) {
+    const bw = Math.max(2, plotW / n * 0.55);
+    rows.forEach((r, i) => {
+      const v = r[spec.histKey];
+      if (v == null) return;
+      const x = toX(i) - bw / 2;
+      const y0 = v >= 0 ? zeroY : toY(v);
+      const y1 = v >= 0 ? toY(v) : zeroY;
+      const hh = Math.max(1, Math.abs(y1 - y0));
+      const custom = spec.histColor?.(r);
+      const col = custom || (v >= 0 ? 'rgba(52,168,83,.55)' : 'rgba(216,79,69,.55)');
+      const volCls = spec.histKey === 'volume'
+        ? ` class="vol-bar${r.partialSession ? ' vol-bar--today' : ''}${r.volSignal ? ` vol-bar--${r.volSignal}` : ''}" data-date="${escapeHtml(r.date)}"`
+        : '';
+      bars += `<rect${volCls} x="${x.toFixed(1)}" y="${Math.min(y0, y1).toFixed(1)}" width="${bw.toFixed(1)}" height="${hh.toFixed(1)}" fill="${col}"/>`;
+    });
+  }
+  const linePath = (pts) => {
+    let d = '', move = true;
+    for (let i = 0; i < n; i++) {
+      const v = pts[i]?.val;
+      if (v == null || isNaN(v)) { move = true; continue; }
+      d += `${move ? 'M' : 'L'}${toX(i).toFixed(1)},${toY(v).toFixed(1)} `;
+      move = false;
+    }
+    return d.trim();
+  };
+  (spec.keys || []).forEach(k => {
+    const pts = valAt(k.key);
+    const d = linePath(pts);
+    if (!d) return;
+    const dash = k.dash ? ` stroke-dasharray="${k.dash}"` : '';
+    paths += `<path d="${d}" fill="none" stroke="${k.color}" stroke-width="${k.width || 1.5}"${dash}/>`;
+  });
+  const svgInner = `${grid}${bars}${paths}
+      <g class="hg" style="display:none"><line class="hl" data-x="0" y1="${padT}" y2="${padT + plotH}" stroke="#86868b" stroke-dasharray="3,3"/></g>
+      <rect class="ha" x="${padL}" y="${padT}" width="${plotW}" height="${plotH}" fill="transparent"/>`;
+  if (sticky) {
+    const yEl = spec.yGutterEl;
+    if (yEl) {
+      yEl.style.height = `${h}px`;
+      el.innerHTML = `<div class="chart-plot-area tv-plot tv-plot--sub" style="width:${plotW + padR}px;min-width:${plotW + padR}px;height:${h}px">
+        <svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="none" xmlns="http://www.w3.org/2000/svg">${svgInner}</svg>
+      </div>`;
+      const sc = { yMin, yMax, plotH, padT, h, fmt, refLines: spec.refLines };
+      yEl._tvScale = sc;
+      if (spec.panelId) {
+        STOCK.taSubScales = STOCK.taSubScales || {};
+        STOCK.taSubScales[spec.panelId] = sc;
+      }
+      renderChartYGutter(yEl, sc);
+    } else {
+      el.innerHTML = `<div class="chart-row-sticky chart-row-sticky--sub">
+        <div class="chart-gutter-y chart-gutter-y--sub" style="height:${h}px;width:${axisW}px"></div>
+        <div class="chart-plot-area" style="width:${plotW + padR}px;min-width:${plotW + padR}px">
+          <svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="none" xmlns="http://www.w3.org/2000/svg">${svgInner}</svg>
+        </div>
+      </div>`;
+      renderChartYGutter(el.querySelector('.chart-gutter-y'), {
+        yMin, yMax, plotH, padT, h, fmt, refLines: spec.refLines,
+      });
+    }
+  } else {
+    el.style.minWidth = `${w}px`;
+    el.innerHTML = `<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="xMidYMid meet" xmlns="http://www.w3.org/2000/svg">
+      <text x="${padL}" y="14" fill="#86868b" font-size="10" font-weight="700">${escapeHtml(spec.title)}</text>
+      ${svgInner}</svg>`;
+  }
+  const svg = el.querySelector('svg');
+  const hl = svg.querySelector('.hl');
+  const area = svg.querySelector('.ha');
+  area.addEventListener('mousemove', evt => {
+    const r = svg.getBoundingClientRect();
+    const sx = (evt.clientX - r.left) * (w / r.width);
+    let i = Math.round(((sx - padL) / plotW) * (n - 1));
+    i = Math.max(0, Math.min(n - 1, i));
+    const x = toX(i).toFixed(1);
+    hl.setAttribute('data-x', x);
+    hl.setAttribute('x1', x);
+    hl.setAttribute('x2', x);
+    svg.querySelector('.hg').style.display = '';
+    const mainRows = STOCK.technicalRows || rows;
+    const mi = mainRows.findIndex(r => r.date === dates[i]);
+    if (mi >= 0) setTaHoverIndex(mi, x);
+    else setTaHoverByVolRow(rows[i], x);
+  });
+  area.addEventListener('mouseleave', () => {
+    STOCK._taHoverVolRow = null;
+    highlightTaVolumeBar(null);
+    const hg = svg.querySelector('.hg');
+    if (hg) hg.style.display = 'none';
+    pinTaReadoutToLastBar();
   });
-  area.addEventListener('mouseleave', () => { hg.style.display = 'none'; hds.forEach(d => d.style.display = 'none'); info.style.display = 'none'; });
 }
 
 // ═══════════════════════════════════════════════════════════
 //  個股工具視圖（共用代號：價格走勢 / 財報健檢 / 投資地圖 / 回測）
 // ═══════════════════════════════════════════════════════════
-const STOCK = { symbol: '', sub: 'metrics', priceRange: '1y', rendered: {}, mapAnswers: {}, mapCfg: null, fundamentals: {} };
-const SUBS = ['metrics', 'price', 'finbox', 'map', 'backtest'];
+const TA_PANEL_DEFS = [
+  { id: 'vol', label: '成交量', defaultOn: true },
+  { id: 'macd', label: 'MACD', defaultOn: false },
+  { id: 'rsi', label: 'RSI', defaultOn: false },
+  { id: 'kdj', label: 'KDJ', defaultOn: false },
+];
+const TA_PRESETS = {
+  minimal: { vol: true, macd: false, rsi: false, kdj: false },
+  momentum: { vol: true, macd: true, rsi: true, kdj: false },
+  swing: { vol: true, macd: false, rsi: false, kdj: true },
+  full: { vol: true, macd: true, rsi: true, kdj: true },
+};
+function defaultTechnicalPanels() {
+  const o = {};
+  TA_PANEL_DEFS.forEach(p => { o[p.id] = p.defaultOn; });
+  return o;
+}
+function loadTechnicalPanels() {
+  try {
+    const raw = localStorage.getItem('macroscope_ta_panels');
+    if (!raw) return defaultTechnicalPanels();
+    const s = JSON.parse(raw);
+    const o = defaultTechnicalPanels();
+    TA_PANEL_DEFS.forEach(p => { if (typeof s[p.id] === 'boolean') o[p.id] = s[p.id]; });
+    return o;
+  } catch (_) {
+    return defaultTechnicalPanels();
+  }
+}
+function saveTechnicalPanels() {
+  try { localStorage.setItem('macroscope_ta_panels', JSON.stringify(STOCK.technicalPanels)); } catch (_) {}
+}
+function syncTaPanelDom() {
+  const P = STOCK.technicalPanels || {};
+  TA_PANEL_DEFS.forEach(def => {
+    const wrap = document.getElementById(`taPanelWrap-${def.id}`);
+    if (wrap) wrap.hidden = !P[def.id];
+    const ySlot = document.getElementById(TA_Y_SLOT[def.id]);
+    if (ySlot) ySlot.hidden = !P[def.id];
+  });
+  const empty = $('#taPanelsEmpty');
+  if (empty) empty.hidden = TA_PANEL_DEFS.some(d => P[d.id]);
+  const plot = $('#taChart');
+  if (plot) plot.classList.toggle('tv-pane--solo', !TA_PANEL_DEFS.some(d => P[d.id]));
+  const yMain = $('#taYMain');
+  if (yMain) yMain.style.height = `${taMainChartHeight()}px`;
+}
+function refreshTaPanelChips() {
+  const box = $('#taPanels');
+  if (!box) return;
+  const P = STOCK.technicalPanels || {};
+  $$('button', box).forEach(btn => {
+    const id = btn.dataset.panel;
+    if (id) btn.classList.toggle('on', !!P[id]);
+  });
+}
+const STOCK = {
+  symbol: '', sub: 'metrics', priceRange: '1y', technicalRange: '1y', technicalInterval: '1d',
+  technicalLayers: { close: true, ma20: true, ma50: true, ma100: true, ma200: false, boll: true },
+  technicalPanels: loadTechnicalPanels(),
+  rendered: {}, mapAnswers: {}, mapCfg: null, fundamentals: {}, technicalSnapshot: null, technicalHist: null,
+  technicalRows: null, technicalVolRows: null,
+};
+const SUBS = ['metrics', 'technical', 'price', 'finbox', 'map', 'backtest'];
+const TA_RANGES = [
+  { id: '3mo', label: '近 3 月' },
+  { id: '6mo', label: '近 6 月' },
+  { id: '1y', label: '近 1 年' },
+  { id: '2y', label: '近 2 年' },
+  { id: '5y', label: '近 5 年' },
+];
+const TA_INTERVALS = [
+  { id: '1d', label: '日線' },
+  { id: '1wk', label: '周線' },
+  { id: '1mo', label: '月線' },
+];
+const TA_INTERVAL_LABEL = { '1d': '日線', '1wk': '周線', '1mo': '月線' };
+const TA_RANGE_LABEL = { '3mo': '近 3 月', '6mo': '近 6 月', '1y': '近 1 年', '2y': '近 2 年', '5y': '近 5 年' };
+const TA_LAYER_DEFS = [
+  { key: 'close', label: '收盤', color: '#2367c7', width: 2.5 },
+  { key: 'ma20', label: 'MA20', color: '#d4772f', width: 1.5 },
+  { key: 'ma50', label: 'MA50', color: '#7b57c9', width: 1.5 },
+  { key: 'ma100', label: 'MA100', color: '#0f8f8c', width: 1.5 },
+  { key: 'ma200', label: 'MA200', color: '#667064', width: 1.5, dash: '6,4' },
+  { key: 'boll', label: '布林', color: '#2367c7', width: 1, dash: '3,3' },
+];
 function initStock() {
   const view = $('#view-stock');
   view.innerHTML = `
@@ -1444,6 +2586,7 @@ function initStock() {
     <div id="stockLearnBridge"></div>
     <div class="sub-tabs" id="stkSub">
       <a data-sub="metrics" class="active">指標面板</a>
+      <a data-sub="technical">技術圖表</a>
       <a data-sub="price">價格走勢</a>
       <a data-sub="finbox">財報健檢</a>
       <a data-sub="map">投資地圖</a>
@@ -1451,6 +2594,7 @@ function initStock() {
     </div>
     <div id="stkBody">
       <div class="stk-pane" id="pane-metrics"></div>
+      <div class="stk-pane" id="pane-technical" hidden></div>
       <div class="stk-pane" id="pane-price"></div>
       <div class="stk-pane" id="pane-finbox" hidden></div>
       <div class="stk-pane" id="pane-map" hidden></div>
@@ -1475,9 +2619,10 @@ function renderStockLearningBridge() {
       <div class="slb-steps">
         <button data-learn-kind="category" data-learn-id="財報基本功"><span>1</span><b>先學財報</b><small>營收、毛利、EPS</small></button>
         <button data-sub-target="finbox"><span>2</span><b>套到健檢</b><small>看紅黃綠燈</small></button>
-        <button data-learn-kind="category" data-learn-id="護城河與商業模式"><span>3</span><b>理解生意</b><small>定價權與產業位置</small></button>
-        <button data-sub-target="map"><span>4</span><b>六層漏斗</b><small>回答能不能進場</small></button>
-        <button data-sub-target="backtest"><span>5</span><b>策略驗證</b><small>用歷史測規則</small></button>
+        <button data-sub-target="technical"><span>3</span><b>技術圖表</b><small>可開關副圖、KDJ、AI</small></button>
+        <button data-learn-kind="category" data-learn-id="護城河與商業模式"><span>4</span><b>理解生意</b><small>定價權與產業位置</small></button>
+        <button data-sub-target="map"><span>5</span><b>六層漏斗</b><small>回答能不能進場</small></button>
+        <button data-sub-target="backtest"><span>6</span><b>策略驗證</b><small>用歷史測規則</small></button>
       </div>
     </div>`;
   $$('[data-learn-kind]', box).forEach(btn => btn.addEventListener('click', () => openNote(btn.dataset.learnKind, btn.dataset.learnId)));
@@ -1488,12 +2633,15 @@ function setStockSymbol(sym) {
   if (!sym) return;
   STOCK.symbol = sym;
   setAIFocus({ type: 'stock', symbol: sym, subPage: STOCK.sub, label: `${sym} · ${STOCK.sub}` });
-  STOCK.rendered = {}; // 換股票 → 各分頁重抓
+  STOCK.rendered = {};
   STOCK.fundamentals = {};
+  STOCK.technicalHist = null;
+  STOCK.technicalSnapshot = null;
   $('#stkSym').value = sym;
   if (STOCK.sub === 'map') setSub('metrics'); // 輸入代號後預設先看指標面板
   else renderSub(STOCK.sub);
 }
+window.setStockSymbol = setStockSymbol;
 function setSub(sub) {
   if (!SUBS.includes(sub)) sub = 'price';
   STOCK.sub = sub;
@@ -1509,12 +2657,571 @@ function needSymbol(pane) {
 }
 function renderSub(sub) {
   if (sub === 'metrics') return renderMetricsPane();
+  if (sub === 'technical') return renderTechnicalPane();
   if (sub === 'price') return renderPrice();
   if (sub === 'finbox') return renderFinboxPane();
   if (sub === 'map') return renderMap();
   if (sub === 'backtest') return renderBacktestPane();
 }
 
+function sliceHistoryByRange(points, range) {
+  points = (points || []).filter(p => p.close != null);
+  if (!points.length) return [];
+  const last = points[points.length - 1].date;
+  const end = new Date(last + 'T12:00:00Z');
+  const days = { '3mo': 92, '6mo': 183, '1y': 365, '2y': 730, '5y': 1825 }[range] || 365;
+  const start = new Date(end);
+  start.setUTCDate(start.getUTCDate() - days);
+  const iso = start.toISOString().slice(0, 10);
+  const sliced = points.filter(p => p.date >= iso);
+  return sliced.length >= 30 ? sliced : points.slice(-Math.min(points.length, 120));
+}
+function emaSeriesNums(vals, period) {
+  const k = 2 / (period + 1);
+  const out = [];
+  let prev = null;
+  for (let i = 0; i < vals.length; i++) {
+    const v = vals[i];
+    if (v == null || isNaN(v)) { out.push(null); continue; }
+    prev = prev == null ? v : v * k + prev * (1 - k);
+    out.push(prev);
+  }
+  return out;
+}
+/** KDJ(9,3,3)：RSV → K/D 平滑，J = 3K − 2D（台股／券商常用） */
+function kdjSeriesNums(rows, n = 9) {
+  const kOut = [], dOut = [], jOut = [];
+  let k = 50, d = 50;
+  for (let i = 0; i < rows.length; i++) {
+    if (i < n - 1) {
+      kOut.push(null); dOut.push(null); jOut.push(null);
+      continue;
+    }
+    const slice = rows.slice(i - n + 1, i + 1);
+    const hn = Math.max(...slice.map(r => r.high));
+    const ln = Math.min(...slice.map(r => r.low));
+    const c = rows[i].close;
+    const rsv = hn === ln ? 50 : ((c - ln) / (hn - ln)) * 100;
+    k = (2 / 3) * k + (1 / 3) * rsv;
+    d = (2 / 3) * d + (1 / 3) * k;
+    const j = 3 * k - 2 * d;
+    kOut.push(k); dOut.push(d); jOut.push(j);
+  }
+  return { k: kOut, d: dOut, j: jOut };
+}
+function rsiSeriesNums(closes, period = 14) {
+  const out = new Array(closes.length).fill(null);
+  if (closes.length <= period) return out;
+  let ag = 0, al = 0;
+  for (let i = 1; i <= period; i++) {
+    const ch = closes[i] - closes[i - 1];
+    if (ch >= 0) ag += ch; else al -= ch;
+  }
+  ag /= period;
+  al /= period;
+  out[period] = al === 0 ? 100 : 100 - 100 / (1 + ag / al);
+  for (let i = period + 1; i < closes.length; i++) {
+    const ch = closes[i] - closes[i - 1];
+    const g = ch > 0 ? ch : 0;
+    const l = ch < 0 ? -ch : 0;
+    ag = (ag * (period - 1) + g) / period;
+    al = (al * (period - 1) + l) / period;
+    out[i] = al === 0 ? 100 : 100 - 100 / (1 + ag / al);
+  }
+  return out;
+}
+function computeIndicatorRows(points) {
+  const rows = (points || []).map(p => ({
+    date: p.date,
+    open: Number(p.open ?? p.close),
+    high: Number(p.high ?? p.close),
+    low: Number(p.low ?? p.close),
+    close: Number(p.close),
+    volume: p.volume != null ? Number(p.volume) : null,
+  }));
+  const closes = rows.map(r => r.close);
+  const rsi = rsiSeriesNums(closes, 14);
+  const ema12 = emaSeriesNums(closes, 12);
+  const ema26 = emaSeriesNums(closes, 26);
+  const macdLine = ema12.map((v, i) => (v != null && ema26[i] != null ? v - ema26[i] : null));
+  const macdSig = emaSeriesNums(macdLine.map(v => (v == null ? 0 : v)), 9);
+  const kdj = kdjSeriesNums(rows, 9);
+  const sma = (i, period) => {
+    if (i < period - 1) return null;
+    let s = 0;
+    for (let j = i - period + 1; j <= i; j++) s += rows[j].close;
+    return s / period;
+  };
+  return rows.map((row, i) => {
+    const out = { ...row };
+    [20, 50, 100, 200].forEach(p => { out[`ma${p}`] = sma(i, p); });
+    if (out.ma20 != null) {
+      const win = rows.slice(i - 19, i + 1).map(r => r.close);
+      const sd = Math.sqrt(win.reduce((a, v) => a + Math.pow(v - out.ma20, 2), 0) / win.length);
+      out.bollUpper = out.ma20 + 2 * sd;
+      out.bollLower = out.ma20 - 2 * sd;
+      out.bollMid = out.ma20;
+    }
+    out.rsi14 = rsi[i];
+    out.macd = macdLine[i];
+    out.macdSignal = macdSig[i];
+    out.macdHist = (macdLine[i] != null && macdSig[i] != null) ? macdLine[i] - macdSig[i] : null;
+    out.k = kdj.k[i];
+    out.d = kdj.d[i];
+    out.j = kdj.j[i];
+    return out;
+  });
+}
+function buildTechnicalSnapshot(rows, quote, range, interval = '1d', histMeta = {}) {
+  const last = rows[rows.length - 1];
+  if (!last) return null;
+  const tech = technicalStats(rows.map(r => ({ date: r.date, close: r.close })), quote);
+  const px = priceStats(rows.map(r => ({ date: r.date, close: r.close })));
+  const ivLabel = TA_INTERVAL_LABEL[interval] || interval;
+  return {
+    symbol: STOCK.symbol,
+    range,
+    interval,
+    intervalLabel: ivLabel,
+    asOf: last.date,
+    researchThrough: histMeta.researchThrough || last.date,
+    researchNote: histMeta.researchNote || '',
+    close: last.close,
+    layers: { ...STOCK.technicalLayers },
+    indicators: {
+      ma20: last.ma20, ma50: last.ma50, ma100: last.ma100, ma200: last.ma200,
+      bollUpper: last.bollUpper, bollLower: last.bollLower, bollPos: tech.bollPos,
+      rsi14: last.rsi14 ?? tech.rsi14, macd: last.macd, macdSignal: last.macdSignal, macdHist: last.macdHist,
+      k: last.k, d: last.d, j: last.j,
+      dist50: tech.dist50, dist200: tech.dist200, trendScore: tech.trendScore,
+    },
+    returns: { ret1m: px.ret1m, ret3m: px.ret3m, ret6m: px.ret6m, ret1y: px.ret1y, volatility: px.volatility, maxDrawdown: px.maxDrawdown },
+    formulas: {
+      ma: 'MA(N) = 最近 N 日收盤價算術平均',
+      boll: '中軌 = MA20；上/下軌 = MA20 ± 2×20日標準差',
+      rsi: 'RSI(14) 依最近 14 日漲跌幅度計算',
+    },
+    source: `${ivLabel} OHLC：Yahoo Finance（周/月僅 Yahoo；日線可備援 Nasdaq）→ SQLite；指標本機計算`,
+  };
+}
+function buildVolumeRowsFromHist(hist, quote) {
+  const base = hist.volumePoints || hist.points || [];
+  if (hist.interval === '1d' && hist.todayVolume != null) return base;
+  if (STOCK.technicalInterval !== '1d') return base;
+  const today = new Date().toISOString().slice(0, 10);
+  const rows = base.map(p => ({ ...p }));
+  const vol = hist.todayVolume ?? quote?.volume;
+  if (vol == null) return rows;
+  const last = rows[rows.length - 1];
+  if (last?.date === today) {
+    rows[rows.length - 1] = { ...last, volume: vol };
+    return rows;
+  }
+  const px = quote?.price ?? last?.close;
+  if (px == null) return rows;
+  return [...rows, { date: today, close: px, volume: vol, partialSession: true }];
+}
+
+function drawAllTaCharts(rows, volRows) {
+  if (!rows?.length) return;
+  clearTvScaleTags();
+  const vol = volRows || rows;
+  const P = STOCK.technicalPanels || {};
+  const cw = taChartPixelWidth(Math.max(rows.length, vol.length));
+  const dates = rows.map(r => r.date);
+  const pt = key => rows.map(r => ({ date: r.date, val: r[key] }));
+  const series = [];
+  const L = STOCK.technicalLayers;
+  if (L.close) series.push({ name: '收盤', color: '#2367c7', strokeWidth: 2.5, points: pt('close') });
+  if (L.ma20) series.push({ name: 'MA20', color: '#d4772f', strokeWidth: 1.5, points: pt('ma20') });
+  if (L.ma50) series.push({ name: 'MA50', color: '#7b57c9', strokeWidth: 1.5, points: pt('ma50') });
+  if (L.ma100) series.push({ name: 'MA100', color: '#0f8f8c', strokeWidth: 1.5, points: pt('ma100') });
+  if (L.ma200) series.push({ name: 'MA200', color: '#667064', strokeWidth: 1.5, dash: '6,4', points: pt('ma200') });
+  if (L.boll) {
+    series.push({ name: '布林上軌', color: 'rgba(35,103,199,.55)', strokeWidth: 1, dash: '4,3', points: pt('bollUpper') });
+    series.push({ name: '布林下軌', color: 'rgba(35,103,199,.55)', strokeWidth: 1, dash: '4,3', points: pt('bollLower') });
+  }
+  const band = L.boll ? {
+    upper: { points: pt('bollUpper') },
+    lower: { points: pt('bollLower') },
+    fill: 'rgba(35,103,199,.08)',
+  } : null;
+  syncTaPanelDom();
+  const plot = $('#taChart');
+  if (plot) {
+    plot._taLegendEl = $('#taLegend');
+    drawLineChart(plot, series, {
+      height: taMainChartHeight(),
+      chartWidth: cw,
+      stickyAxes: true,
+      yGutterEl: $('#taYMain'),
+      storeMainScale: true,
+      decimals: 2,
+      fmt: v => fmtNum(v, 2),
+      dates,
+      band,
+      ohlcRows: rows,
+      rootClass: 'chart-root--ta',
+      stageClass: 'chart-stage--ta',
+      externalLegend: plot._taLegendEl,
+      hoverEl: null,
+      onIndex: (i, _date, x) => setTaHoverIndex(i, x),
+    });
+    if (_taHoverIndex >= 0 && _taHoverIndex < rows.length) updateTaHoverBar(_taHoverIndex);
+    else pinTaReadoutToLastBar();
+  }
+  if (P.vol) {
+    const hasVol = vol.some(r => r.volume != null && r.volume > 0);
+    const volWrap = $('#taVol');
+    if (volWrap) {
+      volWrap.innerHTML = hasVol ? '' : '<div class="chart-empty">尚無成交量資料</div>';
+      if (hasVol) {
+        const hasToday = vol.some(r => r.partialSession);
+        drawTaSubchart(volWrap, vol, {
+          title: hasToday ? '成交量（含當日）' : '成交量',
+          panelId: 'vol',
+          histKey: 'volume',
+          histColor: r => {
+            if (r.partialSession) return 'rgba(35,103,199,.78)';
+            if (r.volSignal === 'spike') return 'rgba(216,79,69,.88)';
+            if (r.volSignal === 'elevated') return 'rgba(200,138,29,.78)';
+            return null;
+          },
+          autoScale: true,
+          chartWidth: cw,
+          height: 96,
+          yGutterEl: $('#taYVol'),
+          fmt: v => fmtMetric(v, 'compact'),
+          keys: [],
+        });
+      }
+    }
+  }
+  if (P.macd) {
+    const macdEl = $('#taMacd');
+    if (macdEl) {
+      drawTaSubchart(macdEl, rows, {
+        title: 'MACD (12,26,9)',
+        panelId: 'macd',
+        autoScale: true,
+        chartWidth: cw,
+        height: 108,
+        yGutterEl: $('#taYMacd'),
+        histKey: 'macdHist',
+        keys: [
+          { key: 'macd', color: '#2367c7', name: 'MACD' },
+          { key: 'macdSignal', color: '#d4772f', name: 'Signal', dash: '4,3' },
+        ],
+      });
+    }
+  }
+  if (P.rsi) {
+    const rsiEl = $('#taRsi');
+    if (rsiEl) {
+      drawTaSubchart(rsiEl, rows, {
+        title: 'RSI (14)',
+        panelId: 'rsi',
+        yMin: 0,
+        yMax: 100,
+        chartWidth: cw,
+        height: 96,
+        yGutterEl: $('#taYRsi'),
+        refLines: [30, 70],
+        keys: [{ key: 'rsi14', color: '#7b57c9', name: 'RSI' }],
+      });
+    }
+  }
+  if (P.kdj) {
+    const kdjEl = $('#taKdj');
+    if (kdjEl) {
+      drawTaSubchart(kdjEl, rows, {
+        title: 'KDJ (9,3,3)',
+        panelId: 'kdj',
+        autoScale: true,
+        chartWidth: cw,
+        height: 108,
+        yGutterEl: $('#taYKdj'),
+        refLines: [20, 80],
+        keys: [
+          { key: 'k', color: '#2367c7', name: 'K' },
+          { key: 'd', color: '#d4772f', name: 'D', dash: '4,3' },
+          { key: 'j', color: '#7b57c9', name: 'J', dash: '2,2' },
+        ],
+      });
+    }
+  }
+  STOCK.taAxisMeta = { dates, cw, axisW: TA_AXIS_W, plotW: cw - TA_AXIS_W, n: rows.length };
+  const stack = $('#taChartStack');
+  if (stack) stack.style.minWidth = `${cw}px`;
+  requestAnimationFrame(() => {
+    syncTvAxisHeights();
+    refreshTvScaleTags(_taHoverIndex >= 0 ? _taHoverIndex : rows.length - 1);
+    updateTaXAxis();
+  });
+  scrollTaChartEnd();
+  updateTaVolSignalChip();
+  pinTaReadoutToLastBar();
+}
+
+function bindTaPanelControls(rows, volRows) {
+  const applyPanels = () => {
+    saveTechnicalPanels();
+    refreshTaPanelChips();
+    drawAllTaCharts(rows, volRows);
+  };
+  const panelBox = $('#taPanels');
+  if (panelBox) {
+    panelBox.innerHTML = TA_PANEL_DEFS.map(p =>
+      `<button type="button" class="chip sm${STOCK.technicalPanels[p.id] ? ' on' : ''}" data-panel="${p.id}">${escapeHtml(p.label)}</button>`,
+    ).join('');
+    $$('button', panelBox).forEach(btn => btn.addEventListener('click', () => {
+      const id = btn.dataset.panel;
+      STOCK.technicalPanels[id] = !STOCK.technicalPanels[id];
+      applyPanels();
+    }));
+  }
+  $$('[data-preset]', $('#taPresets')).forEach(btn => btn.addEventListener('click', () => {
+    const preset = TA_PRESETS[btn.dataset.preset];
+    if (!preset) return;
+    STOCK.technicalPanels = { ...STOCK.technicalPanels, ...preset };
+    applyPanels();
+  }));
+  $$('.ta-sub-close', $('#pane-technical')).forEach(btn => btn.addEventListener('click', () => {
+    const id = btn.dataset.panel;
+    if (id) STOCK.technicalPanels[id] = false;
+    applyPanels();
+  }));
+}
+async function renderTechnicalPane(force) {
+  const pane = $('#pane-technical');
+  if (needSymbol(pane)) return;
+  const iv = STOCK.technicalInterval || '1d';
+  const cacheKey = `${STOCK.symbol}:${iv}`;
+  if (!force && STOCK.rendered.technical === cacheKey && STOCK.technicalHist) {
+    paintTechnicalPane(pane, STOCK.technicalHist);
+    return;
+  }
+  pane.innerHTML = `<div class="empty-state"><div class="spinner" style="width:28px;height:28px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 14px;animation:spin .8s linear infinite"></div>載入 ${escapeHtml(STOCK.symbol)} ${escapeHtml(TA_INTERVAL_LABEL[iv] || '')}…</div>`;
+  try {
+    const [hist, quote] = await Promise.all([
+      api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=max&interval=${encodeURIComponent(iv)}${force ? '&fresh=1' : ''}`),
+      api(`/api/quote/${encodeURIComponent(STOCK.symbol)}`).catch(() => ({})),
+    ]);
+    STOCK.technicalHist = { hist, quote };
+    STOCK.rendered.technical = cacheKey;
+    paintTechnicalPane(pane, STOCK.technicalHist);
+  } catch (e) {
+    pane.innerHTML = `<div class="empty-state">無法載入：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
+  }
+}
+function paintTechnicalPane(pane, { hist, quote }) {
+  const sliced = sliceHistoryByRange(hist.points || [], STOCK.technicalRange);
+  const volSliced = sliceHistoryByRange(hist.volumePoints || hist.points || [], STOCK.technicalRange);
+  const rowsBase = computeIndicatorRows(sliced);
+  const volRowsRaw = computeIndicatorRows(buildVolumeRowsFromHist({ ...hist, volumePoints: volSliced }, quote));
+  const volRows = enrichVolumeRows(volRowsRaw);
+  STOCK.technicalVolByDate = buildVolByDate(volRows);
+  const rows = mergeVolumeIntoRows(rowsBase, STOCK.technicalVolByDate);
+  STOCK.technicalSnapshot = buildTechnicalSnapshot(rows, quote, STOCK.technicalRange, STOCK.technicalInterval, hist);
+  setAIFocus({ type: 'stock-technical', symbol: STOCK.symbol, subPage: 'technical', label: `${STOCK.symbol} · ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''} ${STOCK.technicalRange}` });
+  const snap = STOCK.technicalSnapshot;
+  const ind = snap?.indicators || {};
+  const ret = snap?.returns || {};
+  const retKey = { '3mo': 'ret3m', '6mo': 'ret6m', '1y': 'ret1y', '2y': 'ret1y', '5y': 'ret1y' }[STOCK.technicalRange] || 'ret1y';
+  const retVal = ret[retKey] ?? ret.ret1y;
+  const retCls = (retVal != null && retVal >= 0) ? 'pnl-pos' : 'pnl-neg';
+  pane.innerHTML = `
+    <div class="ta-page">
+      <header class="ta-hero">
+        <div class="ta-hero-main">
+          <h2 class="ta-hero-title">${escapeHtml(hist.name || STOCK.symbol)} <span class="ta-hero-sym">${escapeHtml(STOCK.symbol)}</span></h2>
+          <p class="ta-hero-price">${fmtNum(ind.close, 2)} <small>${escapeHtml(snap?.asOf || '')}</small></p>
+        </div>
+        <div class="ta-hero-kpis">
+          <div><span>區間報酬</span><b class="${retCls}">${fmtPct(retVal, 1)}</b></div>
+          ${(hist.todayVolume != null || quote?.volume != null) ? `<div><span class="ta-stat-label">當日成交量${termTipBtn('volume_ratio', '量')}</span><b>${fmtMetric(hist.todayVolume ?? quote?.volume, 'compact')}</b>${hist.volumeRatio != null ? `<small>均量 ${fmtRatio(hist.volumeRatio, 2)}</small>` : ''}</div>` : ''}
+          <div><span>RSI(14)</span><b>${fmtNum(ind.rsi14, 1)}</b></div>
+          <div><span>趨勢分</span><b>${fmtNum(ind.trendScore, 0)}</b></div>
+        </div>
+      </header>
+      <div class="ta-controls">
+        <div class="ta-control-group">
+          <span class="ta-label">① K 線週期</span>
+          <p class="ta-control-hint">每根 K 棒代表多久（日／周／月），會分開存進資料庫</p>
+          <div class="chip-row" id="taInterval"></div>
+        </div>
+        <div class="ta-control-group">
+          <span class="ta-label">② 圖表區間</span>
+          <p class="ta-control-hint">主圖要顯示多長的走勢；可左右拖曳／捲動看更早的 K</p>
+          <div class="chip-row" id="taRange"></div>
+        </div>
+        <div class="ta-control-group ta-control-group--layers">
+          <span class="ta-label">③ 主圖疊加</span>
+          <p class="ta-control-hint">疊在價格上的均線與布林（依 K 根數計算）</p>
+          <div class="chip-row" id="taLayers"></div>
+        </div>
+        <button type="button" class="btn ghost sm ta-refresh" id="taRefresh" title="只補最新 K 線">↻ 更新</button>
+      </div>
+      <div class="ta-controls ta-controls--panels">
+        <div class="ta-control-group">
+          <span class="ta-label">④ 副圖指標（可開關）</span>
+          <p class="ta-control-hint">券商／TradingView 常一次只看 1～2 個動量副圖；點選開啟，面板右上角可關閉</p>
+          <div class="ta-panels-row">
+            <div class="chip-row" id="taPanels"></div>
+            <div class="ta-preset-row" id="taPresets">
+              <span class="ta-preset-label">快速：</span>
+              <button type="button" class="chip sm" data-preset="minimal">精簡</button>
+              <button type="button" class="chip sm" data-preset="momentum">動量</button>
+              <button type="button" class="chip sm" data-preset="swing">波段 KDJ</button>
+              <button type="button" class="chip sm" data-preset="full">全部</button>
+            </div>
+          </div>
+        </div>
+      </div>
+      <article class="ta-chart-card">
+        <div class="ta-chart-top">
+          <div class="ta-meta-chips">
+            <span class="ta-chip">${escapeHtml(TA_INTERVAL_LABEL[STOCK.technicalInterval] || '日線')}</span>
+            <span class="ta-chip">${escapeHtml(TA_RANGE_LABEL[STOCK.technicalRange] || STOCK.technicalRange)}</span>
+            <span class="ta-chip">研究 ${hist.researchBars || sliced.length} 根</span>
+            <span class="ta-chip">DB ${hist.dbBars || '—'}</span>
+            ${hist.cached ? '<span class="ta-chip ta-chip--ok">本機</span>' : ''}
+            ${hist.fetchMode ? `<span class="ta-chip">補 ${escapeHtml(hist.fetchMode)}</span>` : ''}
+            <span id="taVolSignal"></span>
+          </div>
+          <p class="ta-db-range">${escapeHtml(hist.researchNote || '')}${hist.volumeNote ? ` · ${escapeHtml(hist.volumeNote)}` : ''}${hist.firstDate ? ` · ${escapeHtml(hist.firstDate)} → ${escapeHtml(hist.researchThrough || hist.lastDate || '')}` : ''}</p>
+        </div>
+        <div id="taLegend" class="ta-legend" aria-label="圖例"></div>
+        <p class="ta-workflow-hint">圖可左右捲動；下方讀數列固定不動。滑過 K 線可查看該根 OHLC、成交量與指標。</p>
+        <div class="tv-chart">
+          <div class="tv-chart-view">
+            <div class="tv-chart-body">
+              <div class="tv-y-col" id="taYCol">
+                <div class="tv-y-slot tv-y-slot--main" id="taYMain"></div>
+                <div class="tv-y-slot tv-y-slot--sub" id="taYVol" hidden><span class="tv-y-slot-label">量</span></div>
+                <div class="tv-y-slot tv-y-slot--sub" id="taYMacd" hidden><span class="tv-y-slot-label">MACD</span></div>
+                <div class="tv-y-slot tv-y-slot--sub" id="taYRsi" hidden><span class="tv-y-slot-label">RSI</span></div>
+                <div class="tv-y-slot tv-y-slot--sub" id="taYKdj" hidden><span class="tv-y-slot-label">KDJ</span></div>
+              </div>
+              <div class="tv-scroll ta-chart-scroll" id="taChartScroll">
+                <div class="tv-stack ta-chart-stack" id="taChartStack">
+                  <div class="tv-pane tv-pane--main" id="taChart"></div>
+                  <p class="ta-panels-empty" id="taPanelsEmpty" hidden>未開啟副圖 — 在上方 ④ 點選指標</p>
+                  <div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-vol" hidden>
+                    <button type="button" class="ta-sub-close ta-sub-close--float" data-panel="vol" title="關閉成交量">×</button>
+                    <div id="taVol" class="tv-sub-plot ta-subchart-body"></div>
+                  </div>
+                  <div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-macd" hidden>
+                    <button type="button" class="ta-sub-close ta-sub-close--float" data-panel="macd" title="關閉 MACD">×</button>
+                    <div id="taMacd" class="tv-sub-plot ta-subchart-body"></div>
+                  </div>
+                  <div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-rsi" hidden>
+                    <button type="button" class="ta-sub-close ta-sub-close--float" data-panel="rsi" title="關閉 RSI">×</button>
+                    <div id="taRsi" class="tv-sub-plot ta-subchart-body"></div>
+                  </div>
+                  <div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-kdj" hidden>
+                    <button type="button" class="ta-sub-close ta-sub-close--float" data-panel="kdj" title="關閉 KDJ">×</button>
+                    <div id="taKdj" class="tv-sub-plot ta-subchart-body"></div>
+                  </div>
+                </div>
+              </div>
+            </div>
+            <div class="tv-x-wrap">
+              <div class="tv-x-pad" aria-hidden="true"></div>
+              <div class="tv-x-track ta-x-axis" id="taXAxis" aria-label="時間軸"></div>
+              <div class="tv-cursor-x" id="taTagX" hidden></div>
+            </div>
+          </div>
+        </div>
+        <div class="tv-chart-foot" id="taChartFoot">
+          <div id="taChartHover" class="ta-readout-wrap ta-readout-wrap--pinned" aria-live="polite"></div>
+          <div class="ta-glossary-bar" id="taGlossaryBar"></div>
+        </div>
+      </article>
+      <div class="ta-stats-wrap">
+        <h3 class="ta-section-title">目前指標</h3>
+        <div class="ta-stat-grid" id="taStats"></div>
+      </div>
+      <section class="ta-ai-card">
+        <h3 class="ta-section-title">AI 技術解讀</h3>
+        <p class="ta-ai-desc">附上圖表區間的指標摘要與報酬，白話分析趨勢與風險（非投資建議）。</p>
+        <div class="ta-ai-actions">
+          <button type="button" class="btn" id="taAiTrend">解讀趨勢與均線</button>
+          <button type="button" class="btn ghost" id="taAiRisk">解讀波動與位置</button>
+        </div>
+        <div id="taAiOut" class="ta-ai-out">按上方按鈕開始分析。</div>
+      </section>
+    </div>`;
+  mountChips($('#taInterval'), TA_INTERVALS, STOCK.technicalInterval, v => {
+    STOCK.technicalInterval = v;
+    STOCK.rendered.technical = '';
+    renderTechnicalPane(true);
+  });
+  mountChips($('#taRange'), TA_RANGES, STOCK.technicalRange, v => { STOCK.technicalRange = v; renderTechnicalPane(); });
+  const layerBox = $('#taLayers');
+  layerBox.innerHTML = TA_LAYER_DEFS.map(l =>
+    `<button type="button" class="chip sm${STOCK.technicalLayers[l.key] ? ' on' : ''}" data-layer="${l.key}">${escapeHtml(l.label)}</button>`,
+  ).join('');
+  $$('button', layerBox).forEach(btn => btn.addEventListener('click', () => {
+    STOCK.technicalLayers[btn.dataset.layer] = !STOCK.technicalLayers[btn.dataset.layer];
+    btn.classList.toggle('on', STOCK.technicalLayers[btn.dataset.layer]);
+    drawAllTaCharts(rows, STOCK.technicalVolRows || volRows);
+    refreshTvScaleTags(_taHoverIndex);
+  }));
+  STOCK.technicalRows = rows;
+  STOCK.technicalVolRows = volRows;
+  bindTaChartScroll($('#taChartScroll'));
+  bindTaPanelControls(rows, volRows);
+  clearTvScaleTags();
+  drawAllTaCharts(rows, volRows);
+  updateTaVolSignalChip();
+  const s = STOCK.technicalSnapshot?.indicators || {};
+  $('#taStats').innerHTML = `
+    <div class="ta-stat">${taStatLabel('收盤')}<b>${fmtNum(s.close, 2)}</b><small>${escapeHtml(STOCK.technicalSnapshot?.asOf || '')}</small></div>
+    <div class="ta-stat">${taStatLabel('MA20', 'ma')}<b>${fmtNum(s.ma20, 2)}</b></div>
+    <div class="ta-stat">${taStatLabel('MA50')}<b>${fmtNum(s.ma50, 2)}</b></div>
+    <div class="ta-stat">${taStatLabel('MA100')}<b>${fmtNum(s.ma100, 2)}</b></div>
+    <div class="ta-stat">${taStatLabel('MA200')}<b>${fmtNum(s.ma200, 2)}</b></div>
+    <div class="ta-stat">${taStatLabel('布林', 'boll')}<b>${fmtNum(s.bollUpper, 2)} / ${fmtNum(s.bollLower, 2)}</b><small>位置 ${fmtPct(s.bollPos, 0)}</small></div>
+    <div class="ta-stat">${taStatLabel('RSI(14)', 'rsi')}<b>${fmtNum(s.rsi14, 1)}</b></div>
+    <div class="ta-stat">${taStatLabel('MACD 柱', 'macd')}<b>${fmtNum(s.macdHist, 3)}</b></div>
+    <div class="ta-stat">${taStatLabel('KDJ', 'kdj')}<b>${fmtNum(s.k, 1)} / ${fmtNum(s.d, 1)}</b><small>J ${fmtNum(s.j, 1)}</small></div>
+    ${(hist.todayVolume != null || quote?.volume != null) ? `<div class="ta-stat"><span>當日量</span><b>${fmtMetric(hist.todayVolume ?? quote.volume, 'compact')}</b><small>${hist.volumeRatio != null ? `為均量 ${fmtRatio(hist.volumeRatio, 2)}` : ''}</small></div>` : ''}
+    <div class="ta-stat"><span>距 MA200</span><b>${fmtPct(s.dist200, 1)}</b></div>`;
+  $('#taRefresh').addEventListener('click', () => { STOCK.rendered.technical = ''; renderTechnicalPane(true); });
+  const runTaAi = async (question) => {
+    const out = $('#taAiOut');
+    out.innerHTML = '<span class="ai-typing"><i></i><i></i><i></i></span> 分析中…';
+    try {
+      const context = await collectAIContext();
+      const d = await askAI({ provider: $('#aiProviderSelect')?.value, model: $('#aiModelSelect')?.value || '', question, context });
+      out.innerHTML = `<div class="md ta-ai-md">${renderMarkdown(d?.text || '（無回覆）')}</div>`;
+    } catch (e) {
+      out.innerHTML = `<div class="ai-error">${escapeHtml((e.data && e.data.message) || e.message || 'AI 失敗')}</div>`;
+    }
+  };
+  $('#taAiTrend').addEventListener('click', () => runTaAi(
+    `請用繁體中文解讀 ${STOCK.symbol} 的 ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''}（${STOCK.technicalRange} 區間）技術面：均線排列、布林、RSI、KDJ、趨勢分數。資料截至 ${STOCK.technicalSnapshot?.researchThrough || ''}。先結論再依據。僅供學習。`,
+  ));
+  $('#taAiRisk').addEventListener('click', () => runTaAi(
+    `請用繁體中文分析 ${STOCK.symbol} ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''}（${STOCK.technicalRange}）的風險：波動、回撤、位置。資料截至 ${STOCK.technicalSnapshot?.researchThrough || ''}。先結論再依據。僅供學習。`,
+  ));
+  const gloss = $('#taGlossaryBar');
+  if (gloss) {
+    gloss.innerHTML = `<span class="ta-glossary-title">指標說明</span>
+      <div class="ta-glossary-chips">
+        ${termTipBtn('section_technical', '技術面')}
+        ${termTipBtn('ma', '均線')}
+        ${termTipBtn('boll', '布林')}
+        ${termTipBtn('rsi', 'RSI')}
+        ${termTipBtn('macd', 'MACD')}
+        ${termTipBtn('kdj', 'KDJ')}
+        ${termTipBtn('volume_ratio', '成交量')}
+      </div>`;
+  }
+  bindTermTips(pane);
+}
+
 // ── 指標面板（市場總覽 / 風險 / 回報 / 效率 / 預測 / 穩健度）──
 async function loadFundamentals(sym, fresh) {
   sym = (sym || STOCK.symbol || '').trim().toUpperCase();
@@ -1637,13 +3344,160 @@ function metricStatus(v, good, warn, invert) {
 }
 function metricCard(m) {
   const cls = m.missing ? 'missing' : (m.status || 'na');
-  const tip = m.tipKey ? termTipBtn(m.tipKey, m.label) : '';
+  const tip = m.tipId ? metricTipBtn(m.tipId, m.label) : (m.tipKey ? termTipBtn(m.tipKey, m.label) : '');
+  const missingText = m.missingLabel || '尚無可用資料';
   return `<div class="metric-card ${cls}">
     <div class="metric-name"><span>${escapeHtml(m.label)}</span>${tip}</div>
-    <div class="metric-value">${m.missing ? '等待免費來源' : escapeHtml(m.value)}</div>
+    <div class="metric-value">${m.missing ? escapeHtml(missingText) : escapeHtml(m.value)}</div>
     <div class="metric-note">${escapeHtml(m.note || '')}</div>
   </div>`;
 }
+function revenueCagr5y(annual) {
+  const rows = (annual || []).filter(a => a.revenue > 0).sort((a, b) => String(a.end || '').localeCompare(b.end || ''));
+  if (rows.length < 2) return null;
+  const latest = rows[rows.length - 1];
+  const start = rows[Math.max(0, rows.length - 6)];
+  if (!start?.revenue || !latest?.revenue || start === latest) return null;
+  const years = (new Date(latest.end) - new Date(start.end)) / (365.25 * 86400000);
+  if (years < 2.5) return null;
+  return { pct: (Math.pow(latest.revenue / start.revenue, 1 / years) - 1) * 100, years, from: start.label || start.end, to: latest.label || latest.end };
+}
+function buildDcfTips(fair, { fcf, shares, bal, curY, d, revGrowth, netGrowth }) {
+  if (fair) {
+    const mosId = registerMetricTip({
+      label: '安全邊際',
+      what: `DCF 每股 ${fmtNum(fair.fair, 2)} 相對現價 ${fmtNum(d.price, 2)} 的溢價幅度。`,
+      formula: `安全邊際(%) = (${fmtNum(fair.fair, 2)} / ${fmtNum(d.price, 2)} - 1) × 100 = ${fmtPct(fair.upside, 1)}`,
+      source: 'MacroScope 本機 DCF ÷ 即時報價',
+    });
+    const assId = registerMetricTip({
+      label: '估值假設',
+      what: '這次 DCF 使用的成長、折現與終值假設。',
+      formula: `5 年 FCF 成長 = ${fair.growth.toFixed(1)}%\n折現率 = ${fair.discount.toFixed(1)}%\n終值成長 = ${fair.terminalGrowth.toFixed(1)}%`,
+      model: `啟發輸入：營收年增 ${fmtPct(revGrowth, 1)}、淨利年增 ${fmtPct(netGrowth, 1)}；波動/槓桿會調整折現率`,
+      source: `財報 ${d.source}`,
+    });
+    const dcfId = registerMetricTip({
+      label: 'DCF 公允價值',
+      what: `本次模型估算每股約 ${fmtNum(fair.fair, 2)} 美元（${d.currency || ''}）。`,
+      formula: [
+        `FCF₀ = OCF + CapEx = ${fmtMetric(curY.ocf, 'compact')} + (${fmtMetric(curY.capex, 'compact')})`,
+        `現金 ${fmtMetric(bal.cash, 'compact')}，總負債 ${fmtMetric(bal.totalDebt, 'compact')}，股數 ${fmtMetric(shares, 'shares')}`,
+        `g=${fair.growth.toFixed(1)}%, r=${fair.discount.toFixed(1)}%, 終值 g=${fair.terminalGrowth.toFixed(1)}%`,
+        '每股 = (PV FCF + 終值 + 現金 - 負債) / 股數',
+      ].join('\n'),
+      source: `${d.source} 年度現金流 + 資產負債表 · 現價來自報價 API`,
+      model: 'MacroScope 教學用簡化 DCF',
+      caveat: '非分析師共識；假設變動會大幅改變結果。',
+    });
+    return { dcfId, mosId, assId };
+  }
+  const why = [];
+  if (!(fcf > 0)) why.push(`FCF₀=${fcf == null ? '缺' : fmtMetric(fcf, 'compact')}（需 > 0）`);
+  if (!(shares > 0)) why.push(`股數=${shares == null ? '缺' : fmtMetric(shares, 'shares')}`);
+  const missId = registerMetricTip({
+    label: 'DCF 公允價值',
+    what: '無法計算 DCF，因此不顯示數字。',
+    formula: '條件：最近年度 FCF₀ > 0 且流通股數 > 0',
+    source: `${d.source} · 最近年度 ${curY.label || curY.end || '—'}`,
+    caveat: why.join('；') || '資料不足',
+  });
+  return { dcfId: missId, mosId: missId, assId: missId };
+}
+function buildForecastMetrics(d, fair, revGrowth, netGrowth) {
+  const est = d.estimates;
+  const ny = est?.nextYear;
+  const cy = est?.currentYear;
+  const pick = ny?.revenueAvg != null || ny?.epsAvg != null ? ny : cy;
+  const histCagr = revenueCagr5y(d.annual);
+  const dcfTips = buildDcfTips(fair, {
+    fcf: (d.annual?.[0]?.ocf != null && d.annual?.[0]?.capex != null) ? d.annual[0].ocf + d.annual[0].capex : null,
+    shares: d.sharesOutstanding ?? ((d.marketCap && d.price) ? d.marketCap / d.price : null),
+    bal: d.balance || {},
+    curY: d.annual?.[0] || {},
+    d, revGrowth, netGrowth,
+  });
+
+  const targetNote = d.targetMeta
+    ? `共識 ${d.targetMeta.analysts != null ? d.targetMeta.analysts + ' 位' : ''}${d.targetMeta.low != null ? ` · 區間 ${fmtNum(d.targetMeta.low, 2)}~${fmtNum(d.targetMeta.high, 2)}` : ''} · ${d.targetMeta.source || ''}`
+    : (d.targetPrice != null ? 'Nasdaq summary' : '');
+  const targetTipId = registerMetricTip({
+    label: '1 年目標價',
+    what: d.targetPrice != null ? `顯示 ${fmtNum(d.targetPrice, 2)}` : '目前未取得目標價共識。',
+    formula: 'targetMeanPrice（Yahoo financialData）或 Nasdaq OneYrTarget',
+    source: d.targetMeta?.endpoint || d.targetMeta?.source || 'Yahoo/Nasdaq 公開 API',
+    caveat: d.targetPrice == null ? 'Yahoo 未回傳或該股無覆蓋' : '分析師共識，可能延遲',
+  });
+
+  const revVal = pick?.revenueAvg;
+  const revTipId = registerMetricTip({
+    label: '預估營收',
+    what: revVal != null ? `${pick.period || '財年'} 共識營收約 ${fmtMoney(revVal)}` : '未取得營收共識。',
+    formula: 'revenueEstimate.avg',
+    source: est ? `${est.source} · ${est.endpoint}` : '—',
+    caveat: pick ? `期間 ${pick.endDate || '—'} · ${pick.revenueAnalysts ?? '?'} 位分析師` : '需 Yahoo earningsTrend',
+  });
+
+  const epsVal = pick?.epsAvg ?? est?.forwardEps;
+  const epsTipId = registerMetricTip({
+    label: '預估 EPS',
+    what: epsVal != null ? `共識 EPS 約 ${fmtNum(epsVal, 2)}` : '未取得 EPS 共識。',
+    formula: pick?.epsAvg != null ? 'earningsEstimate.avg' : 'defaultKeyStatistics.forwardEps',
+    source: est ? `${est.source} · earningsTrend` : '—',
+    caveat: pick ? `${pick.period} · end ${pick.endDate || '—'} · ${pick.epsAnalysts ?? '?'} 位` : (est?.forwardEps != null ? 'forwardEps（約 NTM）' : ''),
+  });
+
+  const ebitdaVal = pick?.ebitdaAvg ?? ny?.ebitdaAvg ?? cy?.ebitdaAvg;
+  const ebitdaTipId = registerMetricTip({
+    label: '預估 EBITDA',
+    what: ebitdaVal != null ? `共識 EBITDA 約 ${fmtMoney(ebitdaVal)}` : 'Yahoo 未提供 ebitdaEstimate。',
+    formula: 'ebitdaEstimate.avg',
+    source: est ? `${est.source} · earningsTrend` : '—',
+    caveat: pick?.ebitdaAnalysts != null ? `${pick.ebitdaAnalysts} 位分析師` : '非所有股票都有',
+  });
+
+  const fwdGrowth = pick?.revenueGrowthPct ?? pick?.epsGrowthPct;
+  const growthVal = fwdGrowth != null ? fmtPct(fwdGrowth, 1) : (histCagr ? fmtPct(histCagr.pct, 1) : null);
+  const growthIsHist = fwdGrowth == null && !!histCagr;
+  const growthTipId = registerMetricTip({
+    label: '未來 5 年成長',
+    what: growthIsHist
+      ? `歷史營收 CAGR（${histCagr.from}→${histCagr.to}，約 ${histCagr.years.toFixed(1)} 年）`
+      : (fwdGrowth != null ? '分析師對所選財年的成長率共識（通常為下一財年）' : '無共識亦無足夠歷史營收'),
+    formula: growthIsHist
+      ? `CAGR = (Rev_end/Rev_start)^(1/年數)-1\n= (${fmtMetric(d.annual?.[0]?.revenue, 'compact')} 等年度列)`
+      : 'earnings/revenue Estimate.growth（Yahoo）',
+    source: growthIsHist ? `歷史營收：${d.source}` : (est?.source || '—'),
+    caveat: growthIsHist ? '這是過去成長，不是未來 5 年共識' : 'forward 成長通常只涵蓋 1 個財年',
+  });
+
+  return [
+    d.targetPrice != null
+      ? { label: '1 年目標價', tipId: targetTipId, value: fmtNum(d.targetPrice, 2), status: metricStatus(((d.targetPrice / d.price) - 1) * 100, 15, 0), note: targetNote }
+      : { label: '1 年目標價', tipKey: 'target_price', tipId: targetTipId, missing: true, missingLabel: '尚無共識', note: '見 ? 說明' },
+    fair
+      ? { label: 'DCF 公允價值', tipKey: 'dcf', tipId: dcfTips.dcfId, value: fmtNum(fair.fair, 2), status: metricStatus(fair.upside, 20, 0), note: `區間 ${fmtNum(fair.low, 2)} ~ ${fmtNum(fair.high, 2)} · 本機模型` }
+      : { label: 'DCF 公允價值', tipKey: 'dcf', tipId: dcfTips.dcfId, missing: true, missingLabel: '無法估算', note: '見 ? 原因' },
+    fair
+      ? { label: '安全邊際', tipKey: 'margin_of_safety', tipId: dcfTips.mosId, value: fmtPct(fair.upside, 1), status: metricStatus(fair.upside, 20, 0), note: 'DCF / 現價 - 1' }
+      : { label: '安全邊際', tipKey: 'margin_of_safety', tipId: dcfTips.mosId, missing: true, missingLabel: '—', note: '需 DCF' },
+    fair
+      ? { label: '估值假設', tipKey: 'dcf_assumption', tipId: dcfTips.assId, value: `${fair.growth.toFixed(1)}% / ${fair.discount.toFixed(1)}%`, status: 'na', note: `終值成長 ${fair.terminalGrowth.toFixed(1)}%` }
+      : { label: '估值假設', tipKey: 'dcf_assumption', tipId: dcfTips.assId, missing: true, missingLabel: '—', note: '需 DCF' },
+    revVal != null
+      ? { label: '預估營收', tipKey: 'est_revenue', tipId: revTipId, value: fmtMoney(revVal), status: 'na', note: `${pick.period || ''} 共識 · ${pick.endDate || ''}` }
+      : { label: '預估營收', tipKey: 'est_revenue', tipId: revTipId, missing: true, missingLabel: '尚無共識', note: 'Yahoo earningsTrend' },
+    epsVal != null
+      ? { label: '預估 EPS', tipKey: 'est_eps', tipId: epsTipId, value: fmtNum(epsVal, 2), status: 'na', note: pick?.epsAvg != null ? 'earningsEstimate.avg' : 'forwardEps' }
+      : { label: '預估 EPS', tipKey: 'est_eps', tipId: epsTipId, missing: true, missingLabel: '尚無共識', note: '見 ?' },
+    ebitdaVal != null
+      ? { label: '預估 EBITDA', tipKey: 'est_ebitda', tipId: ebitdaTipId, value: fmtMoney(ebitdaVal), status: 'na', note: 'ebitdaEstimate.avg' }
+      : { label: '預估 EBITDA', tipKey: 'est_ebitda', tipId: ebitdaTipId, missing: true, missingLabel: '尚無共識', note: '見 ?' },
+    growthVal != null
+      ? { label: growthIsHist ? '歷史營收 CAGR' : '共識成長率', tipKey: 'growth_5y', tipId: growthTipId, value: growthVal, status: metricStatus(growthIsHist ? histCagr.pct : fwdGrowth, 10, 0), note: growthIsHist ? `約 ${histCagr.years.toFixed(1)} 年 · 非共識` : `${pick?.period || ''} forward` }
+      : { label: '未來 5 年成長', tipKey: 'growth_5y', tipId: growthTipId, missing: true, missingLabel: '尚無資料', note: '見 ?' },
+  ];
+}
 function metricSection(title, subtitle, items, sectionTipKey) {
   const headTip = sectionTipKey ? termTipBtn(sectionTipKey, title) : '';
   return `<section class="metric-section">
@@ -1774,6 +3628,7 @@ function quoteFreshLabel(q) {
   return t.toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' });
 }
 function buildMetrics(d, px, tech, quote, backtests) {
+  if (typeof resetMetricTips === 'function') resetMetricTips();
   const q = d.quarters || [], a = d.annual || [], bal = d.balance || {};
   const curQ = q[0] || {}, prevQ = q[1] || {}, yaQ = q[4] || null;
   const curY = a[0] || {}, prevY = a[1] || {};
@@ -1850,24 +3705,7 @@ function buildMetrics(d, px, tech, quote, backtests) {
       { label: 'ROE', tipKey: 'roe', value: fmtPct(roe, 1), status: metricStatus(roe, 15, 5), note: '淨利 / 股東權益' },
       { label: 'FCF Margin', tipKey: 'fcf_margin', value: fmtPct(calcPct(fcf, curY.revenue), 1), status: metricStatus(calcPct(fcf, curY.revenue), 10, 0), note: '自由現金流 / 營收' },
     ], 'section_efficiency'),
-    metricSection('預測', '公開摘要與尚待接入的共識資料', [
-      d.targetPrice != null
-        ? { label: '1年目標價', tipKey: 'target_price', value: fmtNum(d.targetPrice, 2), status: metricStatus(((d.targetPrice / d.price) - 1) * 100, 15, 0), note: 'Nasdaq summary' }
-        : { label: '1年目標價', tipKey: 'target_price', missing: true, note: '需分析師目標價資料源' },
-      fair
-        ? { label: 'DCF 公允價值', tipKey: 'dcf', value: fmtNum(fair.fair, 2), status: metricStatus(fair.upside, 20, 0), note: `區間 ${fmtNum(fair.low, 2)} ~ ${fmtNum(fair.high, 2)}` }
-        : { label: 'DCF 公允價值', tipKey: 'dcf', missing: true, note: '需要正自由現金流與股數' },
-      fair
-        ? { label: '安全邊際', tipKey: 'margin_of_safety', value: fmtPct(fair.upside, 1), status: metricStatus(fair.upside, 20, 0), note: '公允價值相對現價' }
-        : { label: '安全邊際', tipKey: 'margin_of_safety', missing: true, note: '需要公允價值與現價' },
-      fair
-        ? { label: '估值假設', tipKey: 'dcf_assumption', value: `${fair.growth.toFixed(1)}% / ${fair.discount.toFixed(1)}%`, status: 'na', note: `5年FCF成長 / 折現率，終值成長 ${fair.terminalGrowth.toFixed(1)}%` }
-        : { label: '估值假設', tipKey: 'dcf_assumption', missing: true, note: '資料不足無法估算' },
-      { label: '預估營收', missing: true, note: '需分析師共識資料源' },
-      { label: '預估 EPS', tipKey: 'eps', missing: true, note: '需分析師共識資料源' },
-      { label: '預估 EBITDA', missing: true, note: '需共識預測或付費 API' },
-      { label: '未來 5 年成長', missing: true, note: '需分析師長期預測' },
-    ], 'section_forecast'),
+    metricSection('預測', '共識（Yahoo）與本機 DCF；每格 ? 可看公式與來源', buildForecastMetrics(d, fair, revGrowth, netGrowth), 'section_forecast'),
     strategySummaryHTML(backtests),
     metricSection('穩健度', '把目前可得指標整理成可讀結論', [
       { label: '整體評價', value: d.report?.summary?.verdict || '—', status: d.report?.summary?.verdictColor || 'na', note: '來自財報健檢' },
@@ -1917,7 +3755,7 @@ async function renderMetricsPane(force) {
         <div><b>${escapeHtml(enriched.name || enriched.symbol)}</b><span>${escapeHtml(enriched.symbol)} · ${escapeHtml(enriched.currency || '')} · ${enriched.asOf ? '最新期別 ' + escapeHtml(enriched.asOf) : ''}</span></div>
         <button class="btn ghost sm" id="metricRefresh">更新資料</button>
       </div>
-      <div class="metric-source-note">本面板會優先使用 Yahoo、Nasdaq、SEC 與價格歷史等免費公開來源；近即時報價會短暫快取，歷史資料會留在本機，下次只補新日期。MA、RSI、MACD 與布林通道由本機用日線計算；DCF 公允價值以年度自由現金流折現估算。免費報價可能延遲，交易前仍要對照券商報價。</div>
+      <div class="metric-source-note">本面板會優先使用 Yahoo、Nasdaq、SEC 與價格歷史等免費公開來源。預測區：<b>分析師共識</b>來自 Yahoo <code>earningsTrend</code>（卡片 ? 內有公式與 endpoint）；<b>DCF</b>為 MacroScope 本機模型（? 內列出當次 FCF、成長率、折現率）。無資料時顯示「尚無共識／無法估算」，不填假數字。免費報價可能延遲，交易前請對照券商與官方財報。</div>
       <div class="metric-board">${buildMetrics(enriched, pstats, tech, quote, backtests)}</div>`;
     $('#metricRefresh').addEventListener('click', async () => {
       STOCK.rendered.metrics = '';
@@ -1955,14 +3793,38 @@ async function renderPrice(force) {
     const chg = (last / first - 1) * 100;
     const chgCls = chg >= 0 ? 'pnl-pos' : 'pnl-neg';
     $('#priceHead').innerHTML = `<b>${escapeHtml(d.name || d.symbol)}</b>　${escapeHtml(d.symbol)}　·　收盤 ${escapeHtml(d.currency || '')} ${fmtNum(last, 2)}　·　此區間 <span class="${chgCls}">${chg >= 0 ? '+' : ''}${chg.toFixed(1)}%</span>${d.cached ? '　·　<span style="color:var(--text2);font-size:.8rem">快取</span>' : ''}`;
-    drawLineChart($('#priceChart'), [{ name: d.symbol, color: HEX.blue, points: pts }], { fmt: v => fmtNum(v, 2) });
-    renderCompanyProfile(profile, d, last);
-    renderCompanyIntel(STOCK.symbol, profile, force);
+    const chartEl = $('#priceChart');
+    const chartW = chartEl ? Math.min(760, Math.max(280, Math.floor(chartEl.clientWidth || 0))) : 760;
+    drawLineChart(chartEl, [{ name: '收盤價', color: HEX.blue, points: pts }], {
+      fmt: v => fmtNum(v, 2),
+      chartWidth: chartW,
+      stretch: false,
+    });
+    const intel = await api(`/api/company-intel/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => null);
+    renderCompanyProfile(profile, d, last, intel);
+    renderCompanyIntel(STOCK.symbol, profile, force, intel);
   } catch (e) {
     pane.querySelector('#priceChart').innerHTML = `<div class="empty-state">無法取得 ${escapeHtml(STOCK.symbol)} 的價格：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
   }
 }
-function renderCompanyProfile(profile, priceData, last) {
+function marketStatusZh(s) {
+  const m = { OPEN: '交易中', CLOSED: '已收盤', PRE: '盤前', POST: '盤後', 'PRE-MARKET': '盤前' };
+  const k = String(s || '').toUpperCase();
+  return m[k] || s || '—';
+}
+
+function sectorIndustryZh(profile, intel) {
+  const sector = profile?.sector || intel?.management?.sector;
+  const industry = profile?.industry || intel?.management?.industry;
+  const sectorMap = { Technology: '科技', 'Financial Services': '金融服務', Healthcare: '醫療保健', Energy: '能源' };
+  const sectorZh = sectorMap[sector] || sector || '—';
+  let industryZh = industry || '—';
+  if (industry && /semiconductor/i.test(industry)) industryZh = `半導體（${industry}）`;
+  else if (industry && /software/i.test(industry)) industryZh = `軟體（${industry}）`;
+  return { sectorZh, industryZh };
+}
+
+function renderCompanyProfile(profile, priceData, last, intel) {
   const box = $('#companyProfile');
   if (!box) return;
   if (!profile) {
@@ -1971,27 +3833,30 @@ function renderCompanyProfile(profile, priceData, last) {
   }
   const q = profile.quote || {};
   const notif = (profile.notifications || []).flatMap(n => n.eventTypes || []).slice(0, 3);
+  const { sectorZh, industryZh } = sectorIndustryZh(profile, intel);
+  const desc = intel?.profileZh?.description || profile.descriptionZh || profile.description;
+  const descNote = intel?.profileZh?.description ? '（已整理為中文）' : (profile.description ? '（原文；同步研究資料後會更新）' : '');
   box.innerHTML = `
     <div class="profile-head">
-      <div><b>${escapeHtml(profile.name || priceData.name || priceData.symbol)}</b><span>${escapeHtml(profile.exchange || '')} · ${escapeHtml(profile.marketStatus || '')}</span></div>
+      <div><b>${escapeHtml(profile.name || priceData.name || priceData.symbol)}</b><span>${escapeHtml(profile.exchange || '')} · ${escapeHtml(marketStatusZh(profile.marketStatus))}</span></div>
       <div class="profile-price">${fmtNum(q.price ?? last, 2)}</div>
     </div>
     <div class="profile-stats">
-      <div><span>Bid / Ask</span><b>${fmtNum(profile.bidPrice, 2)} / ${fmtNum(profile.askPrice, 2)}</b></div>
-      <div><span>Sector</span><b>${escapeHtml(profile.sector || '—')}</b></div>
-      <div><span>Industry</span><b>${escapeHtml(profile.industry || '—')}</b></div>
-      <div><span>Region</span><b>${escapeHtml(profile.region || '—')}</b></div>
+      <div><span>買價 / 賣價</span><b>${fmtNum(profile.bidPrice, 2)} / ${fmtNum(profile.askPrice, 2)}</b></div>
+      <div><span>產業板塊</span><b>${escapeHtml(sectorZh)}</b></div>
+      <div><span>細產業</span><b>${escapeHtml(industryZh)}</b></div>
+      <div><span>地區</span><b>${escapeHtml(profile.region || '—')}</b></div>
     </div>
-    ${profile.description ? `<p class="profile-desc">${escapeHtml(profile.description)}</p>` : ''}
+    ${desc ? `<p class="profile-desc">${escapeHtml(desc)}</p><p class="profile-desc-note">${escapeHtml(descNote)}</p>` : '<p class="profile-desc-note">尚無公司簡介，進入本頁會自動抓取。</p>'}
     <div class="profile-meta">
       ${profile.website ? `<a href="${escapeHtml(profile.website)}" target="_blank" rel="noreferrer">公司網站</a>` : ''}
       ${profile.address ? `<span>${escapeHtml(profile.address)}</span>` : ''}
     </div>
-    ${notif.length ? `<div class="profile-events"><b>Upcoming</b>${notif.map(e => `<span>${escapeHtml(e.message || e.eventName || '')}</span>`).join('')}</div>` : ''}
-    <div class="metric-source-note">公司資訊來自 Nasdaq profile / quote，報價可能延遲。</div>
+    ${notif.length ? `<div class="profile-events"><b>近期事件</b>${notif.map(e => `<span>${escapeHtml(e.message || e.eventName || '')}</span>`).join('')}</div>` : ''}
+    <div class="metric-source-note">公司資訊來自 Nasdaq；報價可能延遲。職稱會自動對照常見中文。</div>
     <button class="btn ghost sm" id="intelRefresh" style="width:100%;margin-top:10px">更新研究資訊</button>`;
   const rb = $('#intelRefresh');
-  if (rb) rb.addEventListener('click', () => renderCompanyIntel(profile.symbol || STOCK.symbol, profile, true));
+  if (rb) rb.addEventListener('click', () => runIntelSync(profile.symbol || STOCK.symbol, profile, true));
 }
 function txSignal(t) {
   if (t.signal === 'acquire') return ['取得', 'good'];
@@ -2008,58 +3873,412 @@ function renderCompanyIntelSkeleton() {
   box.innerHTML = '<div class="empty-state">正在整理產業鏈、管理層、內部人交易與新聞…</div>';
   return box;
 }
-async function renderCompanyIntel(symbol, profile, fresh) {
+const INTEL_CUSTOM_SAMPLE = `{
+  "profileZh": {
+    "description": "公司簡介（中文，自行整理）"
+  },
+  "officers": [
+    { "name": "黃仁勳", "title": "President and Chief Executive Officer", "titleZh": "執行長暨總裁" }
+  ],
+  "news": [
+    { "title": "原文標題", "titleZh": "中文標題", "descriptionZh": "中文摘要", "url": "https://..." }
+  ],
+  "managementNotes": "治理與策略備註（選填）"
+}`;
+
+function secArchiveLocalUrl(symbol, accession, localPath) {
+  if (!localPath) return null;
+  const file = String(localPath).split('/').pop();
+  return `/api/sec-archive/${encodeURIComponent(symbol)}/file?accession=${encodeURIComponent(accession)}&file=${encodeURIComponent(file)}`;
+}
+
+function renderSecArchiveBody(data) {
+  const body = $('#secArchiveBody');
+  const status = $('#secArchiveStatus');
+  if (!body) return;
+  const filings = data.filings || [];
+  const earnings = data.earnings || [];
+  const meta = data.meta || {};
+  const synced = meta.lastSyncAt ? new Date(meta.lastSyncAt).toLocaleString('zh-TW') : null;
+  if (status) {
+    status.textContent = synced
+      ? `已封存 ${filings.length} 筆申報 · ${earnings.length} 筆財報／法說事件 · 上次同步 ${synced}`
+      : (filings.length ? `本機已有 ${filings.length} 筆` : '尚未同步，請按「抓取並封存」');
+  }
+  const filingRows = filings.length ? filings.map(f => {
+    const local = f.localPrimary || f.localTxt;
+    const localUrl = local ? secArchiveLocalUrl(data.symbol, f.accession, local) : null;
+    const exhibits = (f.earningsExhibits || []).map(ex => {
+      const u = ex.localPath ? secArchiveLocalUrl(data.symbol, f.accession, ex.localPath) : ex.url;
+      return u ? `<a href="${escapeHtml(u)}" target="_blank" rel="noreferrer">${escapeHtml(ex.name || '附錄')}</a>` : '';
+    }).filter(Boolean).join(' ');
+    return `<div class="sec-filing-row${f.isEarningsRelated ? ' sec-filing-row--earn' : ''}">
+      <div class="sec-filing-main">
+        <b>${escapeHtml(f.formZh || f.form || '')}</b>
+        <span class="sec-filing-form">${escapeHtml(f.form || '')}</span>
+        <small>${escapeHtml(f.filedDate || '')}${f.reportDate && f.reportDate !== f.filedDate ? ` · 報告日 ${escapeHtml(f.reportDate)}` : ''}</small>
+        ${f.description ? `<p>${escapeHtml(String(f.description).slice(0, 160))}</p>` : ''}
+        ${f.excerpt ? `<p class="sec-filing-excerpt">${escapeHtml(f.excerpt.slice(0, 280))}…</p>` : ''}
+      </div>
+      <div class="sec-filing-links">
+        ${localUrl ? `<a class="btn ghost sm" href="${escapeHtml(localUrl)}" target="_blank" rel="noreferrer">本機已存</a>` : '<span class="sec-missing">未下載</span>'}
+        ${f.url ? `<a href="${escapeHtml(f.url)}" target="_blank" rel="noreferrer">SEC 線上</a>` : ''}
+        ${exhibits}
+      </div>
+    </div>`;
+  }).join('') : '<div class="empty-state">尚無封存申報。按「抓取並封存」會從 SEC 下載 10-K、10-Q、8-K、DEF 14A 等重要表格。</div>';
+
+  const earnRows = earnings.length ? earnings.map(e => `
+    <div class="sec-earn-row">
+      <div><b>${escapeHtml(e.titleZh || e.title || '')}</b><small>${escapeHtml(e.eventDate || '')} ${escapeHtml(e.timeLabel || '')} · ${escapeHtml(e.source || '')}</small></div>
+      <p>${escapeHtml((e.note || '').slice(0, 200))}</p>
+      <div class="sec-filing-links">
+        ${e.url ? `<a href="${escapeHtml(e.url)}" target="_blank" rel="noreferrer">連結</a>` : ''}
+        ${e.accession && e.kind === 'sec_8k' ? `<a href="${escapeHtml(secArchiveLocalUrl(data.symbol, e.accession, filings.find(x => x.accession === e.accession)?.localPrimary || '') || '#')}" target="_blank" rel="noreferrer">本機 8-K</a>` : ''}
+        ${e.transcriptSearchUrl ? `<a href="${escapeHtml(e.transcriptSearchUrl)}" target="_blank" rel="noreferrer">投資人關係</a>` : ''}
+        <a href="https://www.nasdaq.com/market-activity/stocks/${encodeURIComponent(String(data.symbol).toLowerCase())}/earnings" target="_blank" rel="noreferrer">Nasdaq 財報</a>
+      </div>
+    </div>`).join('') : '<div class="empty-state">尚無財報日曆或 8-K 財報事件；同步後會一併寫入。</div>';
+
+  body.innerHTML = `
+    <div class="sec-archive-block">
+      <h4>SEC 重要申報（本機）</h4>
+      <div class="sec-filing-list">${filingRows}</div>
+    </div>
+    <div class="sec-archive-block">
+      <h4>財報日與法說相關</h4>
+      <p class="intel-custom-hint">法說逐字稿多由公司 IR 網站發布，免費來源不一定有全文；此處會存財報日、8-K 財報公告與本機副本連結。</p>
+      <div class="sec-earn-list">${earnRows}</div>
+    </div>`;
+}
+
+async function loadSecArchive(symbol, sync) {
+  const body = $('#secArchiveBody');
+  const status = $('#secArchiveStatus');
+  if (!body) return;
+  if (sync) {
+    body.innerHTML = '<div class="empty-state">正在從 SEC 抓取並寫入本機，可能需要一～兩分鐘…</div>';
+    if (status) status.textContent = '同步中…';
+  }
+  try {
+    const data = sync
+      ? await api(`/api/sec-archive/${encodeURIComponent(symbol)}/sync?fresh=1`, { method: 'POST' })
+      : await api(`/api/sec-archive/${encodeURIComponent(symbol)}`);
+    renderSecArchiveBody({ ...data, symbol });
+  } catch (e) {
+    body.innerHTML = `<div class="empty-state">封存資料載入失敗：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
+    if (status) status.textContent = '失敗';
+  }
+}
+
+function bindSecArchivePanel(symbol) {
+  $('#secArchiveSync')?.addEventListener('click', () => loadSecArchive(symbol, true));
+  $('#secArchiveRefresh')?.addEventListener('click', () => loadSecArchive(symbol, false));
+  loadSecArchive(symbol, false);
+}
+
+function intelResourceLinksHtml(links) {
+  const list = (links || []).filter(l => l?.url && !/google\.com\/search/i.test(l.url));
+  if (!list.length) return '';
+  return `<div class="intel-resource-links">${list.map(l =>
+    `<a href="${escapeHtml(l.url)}" target="_blank" rel="noreferrer">${escapeHtml(l.labelZh || l.label || '連結')}</a>`,
+  ).join('')}</div>`;
+}
+
+function chainEntityChip(entity) {
+  const item = (entity && typeof entity === 'object')
+    ? entity
+    : { name: String(entity || ''), symbol: null };
+  const name = item.name || item.symbol || '—';
+  const sym = item.symbol || (/^[A-Z0-9.\-]{1,12}$/i.test(name) ? name.toUpperCase() : null);
+  const title = name.length > 14 ? ` title="${escapeHtml(name)}"` : '';
+  if (sym && !/^原物料|終端|通路|待查|OEM/i.test(name)) {
+    return `<button type="button" class="chain-chip-btn" data-peer="${escapeHtml(sym)}"${title}>${escapeHtml(name)}</button>`;
+  }
+  return `<span class="chain-chip-static"${title}>${escapeHtml(name)}</span>`;
+}
+
+function chainColHtml(items, detail) {
+  if (detail?.length) {
+    return detail.map(g => `
+      <div class="chain-group">
+        <em>${escapeHtml(g.label || '環節')}</em>
+        <div class="chain-chips">${(g.entities || []).map(e => chainEntityChip(e)).join('') || '<span class="chain-chip-static">—</span>'}</div>
+        ${g.note ? `<small>${escapeHtml(g.note)}</small>` : ''}
+      </div>`).join('');
+  }
+  return `<div class="chain-chips">${(items || []).length ? items.map(x => chainEntityChip(x)).join('') : '<span class="chain-chip-static">待查證</span>'}</div>`;
+}
+
+function bindChainEntityClicks(box) {
+  $$('.chain-chips [data-peer], .peer-chips [data-peer]', box).forEach(btn => {
+    btn.addEventListener('click', () => setStockSymbol(btn.dataset.peer));
+  });
+}
+
+function decodeHtmlEntities(s) {
+  let t = String(s ?? '');
+  if (!t) return '';
+  t = t.replace(/&#x([0-9a-f]+);/gi, (_, hex) => {
+    const cp = parseInt(hex, 16);
+    return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
+  });
+  t = t.replace(/&#(\d+);/g, (_, dec) => {
+    const cp = Number(dec);
+    return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
+  });
+  for (const [ent, ch] of [['&lt;', '<'], ['&gt;', '>'], ['&amp;', '&'], ['&quot;', '"'], ['&#39;', "'"], ['&nbsp;', ' ']]) {
+    if (t.includes(ent)) t = t.split(ent).join(ch);
+  }
+  return t;
+}
+
+function cleanNewsDisplay(s) {
+  return decodeHtmlEntities(s).replace(/<[^>]+>/g, ' ').replace(/\s+/g, ' ').trim();
+}
+
+function newsLooksLikeGarbage(s) {
+  const t = String(s || '');
+  return /&lt;|&gt;|href\s*=|news\.google\.com\/rss/i.test(t) || /^https?:\/\//i.test(t);
+}
+
+function newsSummaryText(n) {
+  const raw = cleanNewsDisplay(n.descriptionZh || n.description || '');
+  if (!raw || newsLooksLikeGarbage(raw) || raw === cleanNewsDisplay(n.titleZh || n.title)) return '';
+  return raw.slice(0, 220);
+}
+
+function newsDisplayTitle(n) {
+  return cleanNewsDisplay(n.titleZh || n.title || '（無標題）');
+}
+
+function newsDisplayPublisher(n) {
+  const pub = cleanNewsDisplay(n.publisher || '');
+  if (pub && !newsLooksLikeGarbage(pub)) return pub;
+  const src = cleanNewsDisplay(n.source || '');
+  return src && !newsLooksLikeGarbage(src) ? src : '新聞';
+}
+
+function newsCardsHtml(list) {
+  if (!list.length) return '';
+  return list.map(n => `
+    <a class="news-card" href="${escapeHtml(n.url || '#')}" target="_blank" rel="noreferrer">
+      <span class="news-card-title">${escapeHtml(newsDisplayTitle(n))}</span>
+      ${n.title && cleanNewsDisplay(n.title) !== newsDisplayTitle(n) ? `<small class="news-card-en">${escapeHtml(cleanNewsDisplay(n.title))}</small>` : ''}
+      <span class="news-card-meta">${escapeHtml(newsDisplayPublisher(n))}${n.created ? ` · ${escapeHtml(n.created)}` : ''}</span>
+      ${newsSummaryText(n) ? `<p class="news-card-summary">${escapeHtml(newsSummaryText(n))}</p>` : ''}
+    </a>`).join('');
+}
+
+function newsPanelHtml(list) {
+  return list.length
+    ? `<div class="news-list">${newsCardsHtml(list)}</div>`
+    : '<div class="news-empty">此區尚無新聞。</div>';
+}
+
+function bindNewsTabs(box) {
+  const tabs = $$('.news-tab', box);
+  const panels = $$('.news-panel', box);
+  tabs.forEach(btn => btn.addEventListener('click', () => {
+    tabs.forEach(t => {
+      const on = t === btn;
+      t.classList.toggle('active', on);
+      t.setAttribute('aria-selected', on ? 'true' : 'false');
+    });
+    panels.forEach(p => p.classList.toggle('hidden', p.dataset.panel !== btn.dataset.tab));
+  }));
+}
+
+function impactCls(impact) {
+  if (impact === 'positive') return 'good';
+  if (impact === 'negative') return 'bad';
+  return 'warn';
+}
+
+const _intelSyncInflight = new Set();
+
+function intelSyncStatusText(intel) {
+  if (intel?.syncSkipReason) return intel.syncSkipReason;
+  if (intel?.nextRefreshAfter) return `下次更新：${intel.nextRefreshAfter}（${intel.nextPublicLabel || '下次財報'}）`;
+  if (intel?.enrichedAt) {
+    return `已更新 ${new Date(intel.enrichedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' })}`;
+  }
+  return '首次進入將自動抓取';
+}
+
+async function runIntelSync(symbol, profile, force) {
+  const st = $('#intelSyncStatus');
+  if (_intelSyncInflight.has(symbol)) return;
+  _intelSyncInflight.add(symbol);
+  if (st) {
+    st.textContent = force
+      ? `AI 正在更新 ${symbol} 的供應商與「誰買他們產品」客戶名單…`
+      : '正在抓取管理層、新聞、產業鏈（Yahoo／SEC／Google 新聞）…';
+  }
+  try {
+    const qs = force ? '?fresh=1' : '';
+    const res = await api(`/api/company-intel/${encodeURIComponent(symbol)}/sync${qs}`, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ force: !!force }),
+    });
+    if (res.skipped && res.skipReason) {
+      if (st) st.textContent = res.skipReason;
+      if (res.intel) await renderCompanyIntel(symbol, profile, false, res.intel);
+      return;
+    }
+    if (st) st.textContent = '同步完成，更新畫面…';
+    await renderCompanyIntel(symbol, profile, false, res.intel || null);
+  } catch (e) {
+    if (st) st.textContent = (e.data && e.data.message) || e.message || '同步失敗';
+  } finally {
+    _intelSyncInflight.delete(symbol);
+  }
+}
+
+function chainNeedsEnrich(intel) {
+  const d = intel?.industryChain || {};
+  const groups = [...(d.upstreamDetail || []), ...(d.downstreamDetail || [])];
+  const clickable = groups.flatMap(g => g.entities || []).filter(e => (e?.symbol || null));
+  const onlyPlaceholder = groups.length > 0 && groups.every(g =>
+    (g.entities || []).every(e => /待查證|原物料|終端|通路|OEM/i.test(String(e?.name || e))),
+  );
+  return clickable.length < 2 && (onlyPlaceholder || !groups.length);
+}
+
+function ensureIntelAutoSync(symbol, profile, intel) {
+  const missingOfficers = !(intel?.management?.officers || []).length;
+  const missingNews = !(intel?.newsTw || []).length && !(intel?.newsGlobal || []).length;
+  const weakChain = chainNeedsEnrich(intel);
+  if (!intel?.needsSync && !missingOfficers && !missingNews && !weakChain) return;
+  runIntelSync(symbol, profile, missingOfficers || missingNews || weakChain);
+}
+
+function bindIntelCustomPanel(symbol) {
+  const saveBtn = $('#intelCustomSave');
+  const loadBtn = $('#intelCustomLoad');
+  const ta = $('#intelCustomJson');
+  if (!saveBtn || !ta) return;
+  if (!ta.value.trim()) ta.value = INTEL_CUSTOM_SAMPLE;
+  loadBtn?.addEventListener('click', async () => {
+    try {
+      const d = await api(`/api/company-intel/${encodeURIComponent(symbol)}/custom`);
+      ta.value = d.data ? JSON.stringify(d.data, null, 2) : INTEL_CUSTOM_SAMPLE;
+      $('#intelCustomStatus').textContent = d.data ? '已載入本機資料' : '尚無本機資料';
+    } catch (e) {
+      $('#intelCustomStatus').textContent = '載入失敗';
+    }
+  });
+  saveBtn.addEventListener('click', async () => {
+    const status = $('#intelCustomStatus');
+    try {
+      const body = JSON.parse(ta.value);
+      await api(`/api/company-intel/${encodeURIComponent(symbol)}/custom`, {
+        method: 'PUT',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify(body),
+      });
+      status.textContent = '已存入本機資料庫，正在更新畫面…';
+      await renderCompanyIntel(symbol, null, true);
+    } catch (e) {
+      status.textContent = (e instanceof SyntaxError) ? 'JSON 格式錯誤' : ((e.data && e.data.message) || e.message || '儲存失敗');
+    }
+  });
+}
+
+async function renderCompanyIntel(symbol, profile, fresh, prefetched) {
   const box = renderCompanyIntelSkeleton();
   try {
-    const intel = await api(`/api/company-intel/${encodeURIComponent(symbol)}${fresh ? '?fresh=1' : ''}`);
+    const intel = prefetched && !fresh
+      ? prefetched
+      : await api(`/api/company-intel/${encodeURIComponent(symbol)}${fresh ? '?fresh=1' : ''}`);
     const chain = intel.industryChain || {};
     const officers = intel.management?.officers || [];
     const insiders = intel.insiders || [];
-    const news = intel.news || [];
+    const newsTw = intel.newsTw || (intel.news || []).filter(n => n.region === 'tw');
+    const newsGlobal = intel.newsGlobal || (intel.news || []).filter(n => n.region === 'global');
+    const mgmtBrief = intel.managementBrief || [];
     const acquiredCount = insiders.filter(t => t.signal === 'acquire').length;
     const disposedCount = insiders.filter(t => t.signal === 'dispose').length;
+    const mgmtSource = intel.management?.source || '公開資料';
+    const { sectorZh, industryZh } = sectorIndustryZh(profile, intel);
+    const profileDesc = intel.profileZh?.description || intel.management?.longBusinessSummary || '';
+    const enrichNote = intel.aiEnriched ? ' · AI 已整理' : '';
+    const syncNote = intelSyncStatusText(intel);
+    const healthNotes = (intel.dataHealth?.notes || []).map(n => `<li>${escapeHtml(n)}</li>`).join('');
     box.innerHTML = `
-      <section class="intel-section">
-        <div class="metric-section-head"><h3>產業上下游</h3><span>先建立研究地圖，再點出去查證供應鏈細節</span></div>
-        <div class="chain-map">
-          <div><b>上游</b>${(chain.upstream || []).map(x => `<span>${escapeHtml(x)}</span>`).join('')}</div>
-          <div><b>${escapeHtml(symbol)}</b><span>${escapeHtml(profile?.industry || intel.management?.industry || '公司核心業務')}</span></div>
-          <div><b>下游</b>${(chain.downstream || []).map(x => `<span>${escapeHtml(x)}</span>`).join('')}</div>
+      <div class="intel-sync-bar">
+        <span id="intelSyncStatus">${escapeHtml(syncNote)}${escapeHtml(enrichNote)}</span>
+        <button type="button" class="btn ghost sm" id="intelSyncBtn">強制更新</button>
+      </div>
+      ${healthNotes ? `<ul class="intel-health-notes">${healthNotes}</ul>` : ''}
+      ${profileDesc ? `<section class="intel-section intel-section--profile">
+        <div class="metric-section-head"><h3>公司簡介</h3><span>${escapeHtml(intel.profileZh?.businessModel || industryZh)}</span></div>
+        <p class="intel-profile-text">${escapeHtml(profileDesc)}</p>
+      </section>` : ''}
+      <section class="intel-section intel-section--chain">
+        <div class="metric-section-head"><h3>產業上下游 · ${escapeHtml(symbol)}</h3><span>${escapeHtml(industryZh)} · 強制更新會請 AI 重查供應商與下游客戶</span></div>
+        <div class="chain-map chain-map--2">
+          <div class="chain-col chain-col--up"><b>上游 · 供應商</b>${chainColHtml(chain.upstream, chain.upstreamDetail)}</div>
+          <div class="chain-col chain-col--down"><b>下游 · 誰買他們的產品</b>${chainColHtml(chain.downstream, chain.downstreamDetail)}</div>
         </div>
-        <div class="chain-links">${(chain.searches || []).map(s => `<a href="${escapeHtml(s.url)}" target="_blank" rel="noreferrer">${escapeHtml(s.label)}</a>`).join('')}</div>
-        ${(chain.peers || []).length ? `<div class="peer-chips">${chain.peers.map(s => `<button data-peer="${escapeHtml(s)}">${escapeHtml(s)}</button>`).join('')}</div>` : ''}
+        ${chain.tenKExcerpt ? `<p class="chain-excerpt"><b>10-K 摘要</b> ${escapeHtml(chain.tenKExcerpt)}${chain.tenKExcerpt.length >= 400 ? '…' : ''}</p>` : ''}
+        ${intelResourceLinksHtml(intel.resources)}
       </section>
       <section class="intel-section">
-        <div class="metric-section-head"><h3>經營管理層</h3><span>職位與薪酬來自公開資料，可用來看治理結構</span></div>
-        <div class="officer-grid">${officers.length ? officers.map(o => `
-          <div class="officer-card"><b>${escapeHtml(o.name)}</b><span>${escapeHtml(o.title || '')}</span><small>${o.totalPay != null ? 'Total pay ' + fmtMoney(o.totalPay) : ''}</small></div>`).join('') : '<div class="empty-state">暫時沒有抓到管理層資料。</div>'}</div>
-        <div class="chain-links">${(intel.management?.searches || []).map(s => `<a href="${escapeHtml(s.url)}" target="_blank" rel="noreferrer">${escapeHtml(s.label)}</a>`).join('')}</div>
+        <div class="metric-section-head"><h3>經營層動態</h3><span>人事、指引、併購、治理相關</span></div>
+        <div class="mgmt-brief-list">${mgmtBrief.length ? mgmtBrief.map(m => `
+          <div class="mgmt-brief-row ${impactCls(m.impact)}">
+            <div><b>${escapeHtml(m.headline || '')}</b><small>${escapeHtml(m.date || '')} · ${escapeHtml(m.source || '')}</small></div>
+            <p>${escapeHtml(m.summary || '')}</p>
+            ${m.url ? `<a href="${escapeHtml(m.url)}" target="_blank" rel="noreferrer">原文</a>` : ''}
+          </div>`).join('') : '<div class="empty-state">進入本頁會自動從新聞篩選管理層相關消息。</div>'}
       </section>
       <section class="intel-section">
-        <div class="metric-section-head"><h3>內部人 Form 4</h3><span>A/D 代表 SEC 交易取得/處分代碼，需留意獎酬與選擇權情境</span></div>
+        <div class="metric-section-head"><h3>內部人申報（SEC Form 4）</h3><span>申報人買賣自家股票；A=取得、D=處分</span></div>
         <div class="insider-summary">
-          <div class="${acquiredCount ? 'good' : ''}"><b>${acquiredCount}</b><span>近期偏取得</span></div>
-          <div class="${disposedCount ? 'bad' : ''}"><b>${disposedCount}</b><span>近期偏處分</span></div>
+          <div class="${acquiredCount ? 'good' : ''}"><b>${acquiredCount}</b><span>近期偏買進</span></div>
+          <div class="${disposedCount ? 'bad' : ''}"><b>${disposedCount}</b><span>近期偏賣出</span></div>
         </div>
         <div class="insider-list">${insiders.length ? insiders.map(t => {
           const [label, cls] = txSignal(t);
           return `<a class="insider-row ${cls}" href="${escapeHtml(t.url)}" target="_blank" rel="noreferrer">
-            <div><b>${escapeHtml(t.owner || 'Insider')}</b><span>${escapeHtml(t.title || '')}</span></div>
+            <div><b>${escapeHtml(t.owner || '內部人')}</b><span>${escapeHtml(t.title || '')}</span></div>
             <div><b>${escapeHtml(label)}</b><span>${escapeHtml(t.reportDate || t.filingDate || '')}</span></div>
-            <div><b>${fmtMetric(t.acquired || 0, 'compact')} / ${fmtMetric(t.disposed || 0, 'compact')}</b><span>A / D shares</span></div>
+            <div><b>${fmtMetric(t.acquired || 0, 'compact')} / ${fmtMetric(t.disposed || 0, 'compact')}</b><span>取得 / 處分股數</span></div>
           </a>`;
-        }).join('') : '<div class="empty-state">近期沒有抓到 Form 4。</div>'}</div>
+        }).join('') : '<div class="empty-state">近期沒有抓到 Form 4 申報。</div>'}</div>
       </section>
-      <section class="intel-section">
-        <div class="metric-section-head"><h3>新聞</h3><span>最近與公司或相關代號有關的新聞</span></div>
-        <div class="news-grid">${news.length ? news.map(n => `
-          <a class="news-card" href="${escapeHtml(n.url || '#')}" target="_blank" rel="noreferrer">
-            <b>${escapeHtml(n.title || '')}</b>
-            <span>${escapeHtml(n.publisher || '')} · ${escapeHtml(n.created || '')}</span>
-            <p>${escapeHtml(n.description || '')}</p>
-          </a>`).join('') : '<div class="empty-state">暫時沒有新聞。</div>'}</div>
+      <section class="intel-section intel-section--news">
+        <div class="metric-section-head"><h3>相關新聞</h3><span>台灣媒體與國際第一手來源分開顯示</span></div>
+        <div class="news-tabs" role="tablist">
+          <button type="button" class="news-tab active" data-tab="tw" role="tab" aria-selected="true">台灣 (${newsTw.length})</button>
+          <button type="button" class="news-tab" data-tab="global" role="tab" aria-selected="false">國際 (${newsGlobal.length})</button>
+        </div>
+        <div class="news-panel" data-panel="tw" role="tabpanel">${newsPanelHtml(newsTw)}</div>
+        <div class="news-panel hidden" data-panel="global" role="tabpanel">${newsPanelHtml(newsGlobal)}</div>
+      </section>
+      <section class="intel-section" id="secArchiveSection">
+        <div class="metric-section-head"><h3>重要申報與財報／法說</h3><span>10-K、10-Q、8-K、DEF 14A 等會下載到本機，避免日後連結失效</span></div>
+        <div id="secArchiveBody" class="sec-archive-body"><div class="empty-state">載入封存清單…</div></div>
+        <div class="sec-archive-actions">
+          <button type="button" class="btn sm" id="secArchiveSync">抓取並封存到本機</button>
+          <button type="button" class="btn ghost sm" id="secArchiveRefresh">重新整理清單</button>
+          <span id="secArchiveStatus" class="intel-custom-status"></span>
+        </div>
+      </section>
+      <section class="intel-section intel-section--mgmt">
+        <div class="metric-section-head"><h3>經營管理層</h3><span>自動抓取 · 來源：${escapeHtml(mgmtSource)}</span></div>
+        <p class="intel-custom-hint">首次進入本頁會從 Yahoo／SEC 10-K 自動取得名單與職稱（中文對照）；下次財報公開日前不會重複抓取。</p>
+        <div class="officer-grid">${officers.length ? officers.map(o => `
+          <div class="officer-card"><b>${escapeHtml(o.name)}</b><span>${escapeHtml(o.titleDisplay || o.titleZh || o.title || '')}</span><small>${o.totalPay != null ? '總薪酬 ' + fmtMoney(o.totalPay) : (o.source ? escapeHtml(o.source) : '')}</small></div>`).join('') : '<div class="empty-state">正在抓取管理層名單…若久未出現請按「強制更新」。</div>'}
+        ${intelResourceLinksHtml(intel.management?.resources || intel.resources)}
       </section>`;
-    $$('.peer-chips button', box).forEach(btn => btn.addEventListener('click', () => setStockSymbol(btn.dataset.peer)));
+    bindChainEntityClicks(box);
+    bindNewsTabs(box);
+    $('#intelSyncBtn')?.addEventListener('click', () => runIntelSync(symbol, profile, true));
+    bindSecArchivePanel(symbol);
+    ensureIntelAutoSync(symbol, profile, intel);
   } catch (e) {
     box.innerHTML = `<div class="empty-state">無法整理公司研究資訊：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
   }
diff --git a/index.html b/index.html
index 01fc931..85abeff 100644
--- a/index.html
+++ b/index.html
@@ -180,6 +180,8 @@ a{color:var(--blue);text-decoration:none}
 #tooltip .tip-row{margin-bottom:7px}
 #tooltip .tip-row:last-child{margin-bottom:0}
 #tooltip .tip-k{color:var(--blue);font-weight:600;margin-right:4px}
+#tooltip .tip-formula{margin:6px 0 0;padding:8px 10px;background:rgba(0,0,0,.35);border-radius:8px;font-size:.68rem;line-height:1.45;white-space:pre-wrap;word-break:break-word}
+#tooltip .tip-caveat{color:#ffb4a8}
 #tooltip .tip-foot{margin-top:9px;padding-top:8px;border-top:1px solid var(--border);font-size:.68rem;color:var(--text2);display:flex;justify-content:space-between;gap:10px}
 #tooltip .tip-context{margin-top:8px;padding-top:8px;border-top:1px solid rgba(255,255,255,.1)}
 #tooltip .tip-link-hint{margin-top:8px;font-size:.68rem;color:#8fa0ff}
@@ -262,6 +264,73 @@ a{color:var(--blue);text-decoration:none}
 .ep-legend{font-size:.74rem;color:var(--text2);margin:0 0 14px 38px;line-height:1.6;max-width:880px}
 .ep-legend .ev-chip{display:inline-flex;align-items:center;gap:4px;background:var(--surface);border:1px solid var(--border);border-radius:20px;padding:2px 9px;margin:2px 4px 2px 0;font-size:.72rem}
 
+/* ── 板塊熱力圖／輪動／資金 ── */
+#group-sectors.section{margin-top:24px}
+#group-sectors .sector-panel{margin:0;background:var(--surface);border:1px solid var(--border);border-radius:16px;padding:18px 20px;box-shadow:var(--soft-shadow);max-width:100%;overflow:hidden}
+.sector-panel-head{display:flex;flex-wrap:wrap;align-items:flex-start;justify-content:space-between;gap:12px;margin-bottom:16px}
+.sector-panel-head h2{font-size:1.05rem;font-weight:800;margin:0}
+.sector-panel-head p{margin:6px 0 0;font-size:.78rem;color:var(--text2);line-height:1.5;max-width:100%}
+.sector-rotation-banner{background:#f6f8f4;border:1px solid var(--border);border-radius:12px;padding:14px 16px;margin-bottom:16px}
+.sector-rotation-banner b{display:block;font-size:.92rem;margin-bottom:6px}
+.sector-rotation-banner span{font-size:.78rem;color:var(--text2);line-height:1.55}
+.sector-quad-grid{display:grid;grid-template-columns:repeat(4,minmax(0,1fr));gap:8px;margin-top:12px}
+.sector-quad{padding:10px;border-radius:10px;border:1px solid var(--border);background:#fff;min-width:0;overflow:hidden}
+.sector-quad em{display:block;font-size:.68rem;color:var(--text2);font-style:normal;margin-bottom:6px}
+.sector-quad span{font-size:.72rem;line-height:1.4;word-break:break-word;overflow-wrap:anywhere}
+.sector-heatmap-wrap{margin-bottom:16px;max-width:100%}
+.sector-heatmap{display:grid;grid-template-columns:repeat(4,minmax(0,1fr));gap:8px}
+.sector-heat-cell{border-radius:10px;border:1px solid rgba(0,0,0,.06);padding:10px;min-height:88px;display:flex;flex-direction:column;justify-content:space-between}
+.sector-heat-cell b{font-size:.8rem;line-height:1.25}
+.sector-heat-cell small{font-size:.65rem;color:var(--text2)}
+.sector-heat-val{font-size:1rem;font-weight:800;margin:6px 0}
+.sector-heat-row{display:flex;gap:6px;flex-wrap:wrap;font-size:.62rem;color:var(--text2)}
+.sector-heat-row span{background:rgba(255,255,255,.55);padding:2px 5px;border-radius:4px}
+.sector-flow-grid{display:grid;grid-template-columns:1fr 1fr;gap:14px;margin-bottom:14px}
+.sector-flow-col h4{margin:0 0 10px;font-size:.82rem}
+.sector-flow-bar{display:grid;gap:6px}
+.sector-flow-item{display:grid;grid-template-columns:72px 1fr 52px;gap:8px;align-items:center;font-size:.72rem}
+.sector-flow-item .bar{height:8px;border-radius:4px;background:rgba(0,0,0,.06);overflow:hidden}
+.sector-flow-item .bar i{display:block;height:100%;border-radius:4px}
+.sector-inst-wrap{overflow-x:auto;margin-bottom:8px;-webkit-overflow-scrolling:touch}
+.sector-inst-table{width:100%;min-width:320px;border-collapse:collapse;font-size:.74rem;table-layout:fixed}
+.sector-inst-table th,.sector-inst-table td{padding:8px 10px;text-align:left;border-bottom:1px solid var(--border);overflow:hidden;text-overflow:ellipsis;white-space:nowrap}
+.sector-inst-table th{color:var(--text2);font-weight:600}
+.sector-inst-table td:first-child{white-space:normal}
+.sector-inst-note{font-size:.7rem;color:var(--text2);line-height:1.5;margin-top:10px}
+.sector-holdings-block{margin-top:18px;padding-top:16px;border-top:1px solid var(--border)}
+.sector-holdings-block>h4{font-size:.82rem;margin:0 0 8px}
+.sector-holdings-lead{font-size:.76rem;color:var(--text2);line-height:1.55;margin:0 0 12px}
+.sector-holdings-top{display:flex;flex-wrap:wrap;gap:8px;margin-bottom:14px}
+.sector-hold-chip{display:inline-flex;align-items:center;gap:6px;padding:6px 10px;border-radius:20px;border:1px solid var(--border);background:#f9faf7;font-size:.72rem}
+.sector-hold-chip button{background:none;border:none;padding:0;color:var(--blue);font-weight:700;cursor:pointer;font-size:.72rem}
+.sector-hold-chip small{color:var(--text2)}
+.sector-holdings-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(240px,1fr));gap:12px}
+.sector-hold-card{border:1px solid var(--border);border-radius:12px;padding:12px 14px;background:#fafbf8;min-width:0}
+.sector-hold-card h5{margin:0 0 4px;font-size:.8rem}
+.sector-hold-card .hold-reason{font-size:.68rem;color:var(--text2);line-height:1.45;margin:0 0 10px}
+.sector-hold-list{list-style:none;margin:0;padding:0;display:grid;gap:6px}
+.sector-hold-list li{display:grid;grid-template-columns:minmax(0,1fr) auto;gap:8px;align-items:center;font-size:.72rem}
+.sector-hold-list button{background:none;border:none;padding:0;text-align:left;color:var(--blue);font-weight:600;cursor:pointer;font-size:.72rem}
+.sector-hold-list span{color:var(--text2);font-variant-numeric:tabular-nums}
+.sector-hold-faq{margin-top:12px;font-size:.72rem;color:var(--text2);line-height:1.55}
+.sector-hold-faq summary{cursor:pointer;color:var(--text);font-weight:600}
+@media(max-width:1100px){
+  .macro-hero{grid-template-columns:1fr}
+  .signal-bar{grid-template-columns:1fr}
+  .signal-bar .signal-regime{flex-wrap:wrap}
+}
+@media(max-width:900px){
+  #group-sectors.section{margin-left:16px;margin-right:16px}
+  .sector-quad-grid{grid-template-columns:1fr 1fr}
+  .sector-flow-grid{grid-template-columns:1fr}
+  .sector-heatmap{grid-template-columns:repeat(3,minmax(0,1fr))}
+}
+@media(max-width:600px){
+  .sector-heatmap{grid-template-columns:repeat(2,minmax(0,1fr))}
+  .sector-quad-grid{grid-template-columns:1fr}
+  .sector-holdings-grid{grid-template-columns:1fr}
+}
+
 /* ── Responsive ── */
 @media(max-width:900px){
   .macro-hero{grid-template-columns:1fr;margin-left:16px;margin-right:16px}
@@ -294,6 +363,7 @@ a{color:var(--blue);text-decoration:none}
   <nav class="view-tabs" id="viewTabs">
     <a data-view="macro" class="active">總經</a>
     <a data-view="calendar">日曆</a>
+    <a data-view="watchlist">追蹤</a>
     <a data-view="learn">學習教材</a>
     <a data-view="stock">個股工具</a>
     <a data-view="journal">交易復盤</a>
@@ -314,6 +384,7 @@ a{color:var(--blue);text-decoration:none}
     </div>
   </section>
   <section class="view" id="view-calendar" hidden></section>
+  <section class="view" id="view-watchlist" hidden></section>
   <section class="view" id="view-learn" hidden></section>
   <section class="view" id="view-stock" hidden></section>
   <section class="view" id="view-journal" hidden></section>
@@ -510,6 +581,7 @@ function macroHeroHTML(data, scoreColor, signals){
       <div class="hero-actions">
         <button class="action-link" data-scroll-target="group-rates">看利率壓力</button>
         <button class="action-link" data-scroll-target="group-money">看信用壓力</button>
+        <button class="action-link" data-scroll-target="group-sectors">看板塊輪動</button>
         <button class="action-link" data-scroll-target="group-history">對照歷史</button>
       </div>
     </section>
@@ -538,7 +610,133 @@ function macroHeroHTML(data, scoreColor, signals){
   </div>`;
 }
 
-function render(data){
+function fmtPct(v,d=1){
+  if(v==null||Number.isNaN(v)) return '—';
+  return (v>=0?'+':'')+v.toFixed(d)+'%';
+}
+function heatCellStyle(pct){
+  if(pct==null) return 'background:#f0f1ee';
+  const v=Math.max(-8,Math.min(8,pct));
+  if(v>=0) return `background:rgba(31,157,102,${0.15+v/8*0.45})`;
+  return `background:rgba(216,79,69,${0.15+Math.abs(v)/8*0.45})`;
+}
+function sectorSectionHTML(sd){
+  if(!sd||!sd.sectors) return '';
+  const rows=(sd.sectors||[]).filter(s=>!s.error);
+  const rot=sd.rotation||{};
+  const inst=sd.institutional||{};
+  const quadLabels={leading:'領漲',weakening:'轉弱',improving:'改善',lagging:'落後'};
+  const quadHtml=Object.keys(quadLabels).map(k=>{
+    const list=(rot.byQuadrant&&rot.byQuadrant[k])||[];
+    const names=list.map(e=>{
+      const m=rows.find(r=>r.etf===e);
+      return m?m.nameZh:e;
+    }).join('、')||'—';
+    return `<div class="sector-quad"><em>${quadLabels[k]}</em><span>${names}</span></div>`;
+  }).join('');
+  const heatHtml=rows.map(s=>{
+    const main=s.ret5d!=null?s.ret5d:s.ret1d;
+    return `<div class="sector-heat-cell" style="${heatCellStyle(main)}" title="${s.etf}">
+      <div><b>${s.nameZh}</b><small>${s.etf}</small></div>
+      <div class="sector-heat-val" style="color:${main>=0?'var(--green)':'var(--red)'}">${fmtPct(main)}</div>
+      <div class="sector-heat-row">
+        <span>1日 ${fmtPct(s.ret1d)}</span>
+        <span>20日 ${fmtPct(s.ret20d)}</span>
+        <span>RS ${fmtPct(s.rs20)}</span>
+      </div>
+    </div>`;
+  }).join('');
+  const maxFlow=Math.max(...rows.map(r=>Math.abs(r.flowScore||0)),0.01);
+  const flowBar=(list,title)=>{
+    const items=(list||[]).map(r=>{
+      const w=Math.min(100,Math.abs((r.flowScore||0)/maxFlow)*100);
+      const col=(r.flowScore||0)>=0?'var(--green)':'var(--red)';
+      return `<div class="sector-flow-item">
+        <span>${r.nameZh}</span>
+        <div class="bar"><i style="width:${w}%;background:${col}"></i></div>
+        <span>${fmtPct(r.ret5d)}</span>
+      </div>`;
+    }).join('');
+    return `<div class="sector-flow-col"><h4>${title}</h4><div class="sector-flow-bar">${items||'<span>—</span>'}</div></div>`;
+  };
+  const instRows=(inst.byAum||[]).slice(0,11).map(r=>`<tr>
+    <td>${r.nameZh} <small style="color:var(--text2)">${r.etf||''}</small></td>
+    <td>${inst.aumProxy?(r.sharePct!=null?r.sharePct.toFixed(1)+'%':'—'):('$'+(r.aumB!=null?r.aumB.toFixed(1):'—')+'B')}</td>
+    <td>${r.sharePct!=null?r.sharePct.toFixed(1)+'%':'—'}</td>
+  </tr>`).join('');
+  const instHead=inst.aumProxy?'<th>動能占比</th><th>相對權重</th>':'<th>ETF 規模</th><th>占 11 板塊合計</th>';
+  const exp=sd.stockExposure||{};
+  const topChips=(exp.topStocks||[]).slice(0,8).map(s=>`<span class="sector-hold-chip"><button type="button" class="stk-jump" data-sym="${s.symbol}">${s.symbol}</button><small>${s.name}</small></span>`).join('');
+  const packHtml=(exp.packs||[]).map(p=>`<div class="sector-hold-card">
+      <h5>${p.nameZh} <small style="color:var(--text2)">${p.etf}</small></h5>
+      <p class="hold-reason">${p.reason||''}</p>
+      <ul class="sector-hold-list">${(p.holdings||[]).map(h=>`<li><button type="button" class="stk-jump" data-sym="${h.symbol}">${h.symbol}</button><span>${h.pctFmt||(h.pct!=null?h.pct.toFixed(2)+'%':'—')}</span></li>`).join('')}</ul>
+    </div>`).join('');
+  const holdingsBlock=(exp.packs&&exp.packs.length)?`
+      <div class="sector-holdings-block">
+        <h4>機構資金落在哪些股票？</h4>
+        <p class="sector-holdings-lead">${exp.howToRead||''}</p>
+        ${topChips?`<div class="sector-holdings-top">${topChips}</div>`:''}
+        <div class="sector-holdings-grid">${packHtml}</div>
+        <details class="sector-hold-faq"><summary>ETF 持股 vs 13F：差在哪？</summary>
+          <p style="margin-top:8px"><b>這裡（ETF 持股）</b>：看 XLK、SPY 等基金「裡面裝什麼」，反映被動指數與板塊 ETF 的結構性配置，更新約每月。</p>
+          <p style="margin-top:6px"><b>13F</b>：美國管理超過 1 億美元機構每季申報的「股票部位」清單（含主動基金），約延遲 45 天，可在 SEC EDGAR 查 Berkshire、Bridgewater 等個別持倉。</p>
+          <p style="margin-top:6px"><b>近期流向</b>：上方「資金流向偏強／偏弱」是價量推估，不是逐筆買賣；要追單一股票可再到「個股工具」看量能與新聞。</p>
+        </details>
+        <p class="sector-inst-note">${exp.disclaimer||''}</p>
+      </div>`:'';
+  const cached=sd.cached?` · 快取${sd.cachedAt?new Date(sd.cachedAt).toLocaleString('zh-TW',{hour:'2-digit',minute:'2-digit'}):''}`:'';
+  return `
+  <div class="section" id="group-sectors">
+    <div class="sector-panel">
+      <div class="sector-panel-head">
+        <div>
+          <h2>板塊熱力圖與資金輪動</h2>
+          <p>以 SPDR 11 大行業 ETF 對照 ${sd.benchmark||'SPY'}：熱力圖看漲跌、輪動看相對強度、流向看價量、下方可看 ETF 實際持股（機構多透過 ETF 間接持有）。${cached}</p>
+        </div>
+        <button class="refresh-btn" type="button" id="sectorRefreshBtn">↻ 更新板塊</button>
+      </div>
+      <div class="sector-rotation-banner">
+        <b>目前輪動：${rot.regime||'—'}${rot.leader?` · 領先 <span style="color:var(--green)">${rot.leader.nameZh}</span>`:''}${rot.laggard?` · 落後 <span style="color:var(--red)">${rot.laggard.nameZh}</span>`:''}</b>
+        <span>${rot.regimeNote||''}</span>
+        <div class="sector-quad-grid">${quadHtml}</div>
+      </div>
+      <h4 style="font-size:.82rem;margin:0 0 8px">板塊熱力圖 <small style="color:var(--text2);font-weight:400">（格內主數字為 5 日漲跌，列為 1日／20日／相對大盤 RS）</small></h4>
+      <div class="sector-heatmap-wrap"><div class="sector-heatmap">${heatHtml}</div></div>
+      <div class="sector-flow-grid">
+        ${flowBar(inst.flowLeaders,'近期資金流向偏強')}
+        ${flowBar(inst.flowLaggards,'近期資金流向偏弱')}
+      </div>
+      <h4 style="font-size:.82rem;margin:0 0 8px">板塊 ETF 規模${inst.aumProxy?'（流向動能占比）':'（總資產）'}</h4>
+      <div class="sector-inst-wrap">
+        <table class="sector-inst-table">
+          <thead><tr><th>板塊</th>${instHead}</tr></thead>
+          <tbody>${instRows}</tbody>
+        </table>
+      </div>
+      <p class="sector-inst-note">${inst.disclaimer||''}${inst.totalAumB!=null?` 合計約 $${inst.totalAumB.toFixed(0)}B。`:''}</p>
+      ${holdingsBlock}
+    </div>
+  </div>`;
+}
+
+function sectorFailHTML(reason){
+  const msg=reason||'板塊資料暫時無法載入。請確認已用最新程式啟動伺服器（終端機執行 npm start），再按 Cmd+Shift+R 強制重新整理。';
+  return `
+  <div class="section" id="group-sectors">
+    <div class="sector-panel">
+      <div class="sector-panel-head">
+        <div>
+          <h2>板塊熱力圖與資金輪動</h2>
+          <p>${msg}</p>
+        </div>
+        <button class="refresh-btn" type="button" id="sectorRefreshBtn">↻ 重試板塊</button>
+      </div>
+    </div>
+  </div>`;
+}
+
+function render(data, sectorData, sectorFailed){
   const main=document.getElementById('view-macro');
   const scoreColor=cssVar(data.regime?data.regime.colorKey:'yellow');
 
@@ -551,6 +749,8 @@ function render(data){
   TIPS['__score']={label:'總經健康分數怎麼算',breakdown:data.breakdown||[]};
 
   let html = macroHeroHTML(data, scoreColor, signals) + guideHTML();
+  if(sectorData) html += sectorSectionHTML(sectorData);
+  else if(sectorFailed) html += sectorFailHTML();
 
   // 降級提示
   if(data.degraded&&data.degraded.length){
@@ -559,6 +759,7 @@ function render(data){
 
   // 各分組
   const nav=[];
+  if(sectorData||sectorFailed) nav.push(`<a data-target="group-sectors">板塊資金</a>`);
   (data.groups||[]).forEach(g=>{
     if(!g.cards||g.cards.length===0) return;
     nav.push(`<a data-target="group-${g.key}">${g.title}</a>`);
@@ -591,6 +792,10 @@ function render(data){
 
   main.innerHTML=html;
   document.getElementById('navLinks').innerHTML=nav.join('');
+  document.getElementById('sectorRefreshBtn')?.addEventListener('click',()=>loadSectors(true).then(sd=>{
+    if(!window.__MACRO_DATA) return;
+    render(window.__MACRO_DATA, sd||null, !sd);
+  }));
 
   // 更新時間
   const t=new Date(data.updatedAt||Date.now());
@@ -605,6 +810,12 @@ function render(data){
     const el=document.getElementById(btn.dataset.scrollTarget);
     if(el) window.scrollTo({top:el.offsetTop-70,behavior:'smooth'});
   }));
+  document.querySelectorAll('.stk-jump').forEach(btn=>btn.addEventListener('click',()=>{
+    const sym=btn.dataset.sym;
+    if(!sym) return;
+    if(typeof window.setStockSymbol==='function') window.setStockSymbol(sym);
+    location.hash='#/stock';
+  }));
   const sc=document.getElementById('scoreClick');
   if(sc){sc.addEventListener('click',openScoreModal);sc.addEventListener('keydown',e=>{if(e.key==='Enter')openScoreModal();});}
 }
@@ -921,18 +1132,33 @@ function bindChartHover(points,opts){
 // ═══════════════════════════════════════════════════════════
 //  載入資料
 // ═══════════════════════════════════════════════════════════
+async function loadSectors(fresh){
+  try{
+    const r=await fetch('/api/sectors'+(fresh?'?fresh=1':''));
+    const sd=await r.json();
+    if(!r.ok) return null;
+    return sd;
+  }catch{ return null; }
+}
+
 async function load(fresh){
   const main=document.getElementById('view-macro');
   main.innerHTML=`<div class="state"><div class="spinner"></div>正在抓取真實總經資料…</div>`;
   try{
-    const [res,evRes]=await Promise.all([
+    const [res,evRes,sectorRes]=await Promise.all([
       fetch('/api/macro'+(fresh?'?fresh=1':'')),
       fetch('/api/events').catch(()=>null),
+      fetch('/api/sectors'+(fresh?'?fresh=1':'')).catch(()=>null),
     ]);
     const data=await res.json();
     if(!res.ok){ renderError(data); return; }
     if(evRes&&evRes.ok){ try{const ev=await evRes.json();EVENTS=ev.events||[];EPISODES=ev.episodes||[];}catch{} }
-    render(data);
+    let sectorData=null;
+    let sectorFailed=false;
+    if(sectorRes&&sectorRes.ok){ try{sectorData=await sectorRes.json();}catch{sectorFailed=true;} }
+    else if(sectorRes) sectorFailed=true;
+    window.__MACRO_DATA=data;
+    render(data,sectorData,sectorFailed);
   }catch(err){
     renderError({message:'無法連線到伺服器。請確認伺服器已啟動（npm start）。',detail:String(err)});
   }
diff --git a/lib/ai-client.js b/lib/ai-client.js
new file mode 100644
index 0000000..2a91998
--- /dev/null
+++ b/lib/ai-client.js
@@ -0,0 +1,86 @@
+// 伺服器端呼叫已設定的 AI Provider（OpenCode Go / Grok）
+const AI_PROVIDERS = {
+  'opencode-go': {
+    label: 'OpenCode Go',
+    endpoint: 'https://opencode.ai/zen/go/v1/chat/completions',
+    keyEnv: 'OPENCODE_GO_API_KEY',
+    modelEnv: 'OPENCODE_GO_MODEL',
+    mode: 'chat',
+  },
+  grok: {
+    label: 'Grok',
+    endpoint: 'https://api.x.ai/v1/responses',
+    keyEnv: 'GROK_API_KEY',
+    modelEnv: 'GROK_MODEL',
+    mode: 'responses',
+  },
+};
+
+function normalizeAIText(data, mode) {
+  if (mode === 'responses') {
+    if (data?.output_text) return data.output_text;
+    const chunks = [];
+    for (const item of data?.output || []) {
+      for (const c of item?.content || []) {
+        if (typeof c?.text === 'string') chunks.push(c.text);
+        else if (typeof c?.content === 'string') chunks.push(c.content);
+      }
+    }
+    return chunks.join('\n').trim();
+  }
+  return data?.choices?.[0]?.message?.content || data?.choices?.[0]?.text || '';
+}
+
+export function getActiveAIConfig() {
+  const providerId = String(process.env.AI_ACTIVE_PROVIDER || 'grok').trim();
+  const provider = AI_PROVIDERS[providerId];
+  if (!provider) return null;
+  const apiKey = String(process.env[provider.keyEnv] || '').trim();
+  const model = String(process.env[provider.modelEnv] || '').trim();
+  if (!apiKey) return null;
+  return { providerId, provider, apiKey, model };
+}
+
+export function extractJSONObject(text) {
+  const raw = String(text || '').trim();
+  const fenced = raw.match(/```(?:json)?\s*([\s\S]*?)```/i)?.[1];
+  const candidate = fenced || raw;
+  const start = candidate.indexOf('{');
+  const end = candidate.lastIndexOf('}');
+  if (start < 0 || end <= start) return null;
+  try {
+    return JSON.parse(candidate.slice(start, end + 1));
+  } catch {
+    return null;
+  }
+}
+
+export async function callAI({ system, user, temperature = 0.15, timeoutMs = 90000 }) {
+  const cfg = getActiveAIConfig();
+  if (!cfg) return { ok: false, error: 'no_ai_key', text: null };
+  let { model, provider, apiKey, providerId } = cfg;
+  if (!model) model = 'grok-3-mini';
+
+  const ctrl = new AbortController();
+  const timer = setTimeout(() => ctrl.abort(), timeoutMs);
+  try {
+    const body = provider.mode === 'responses'
+      ? { model, store: false, temperature, input: [{ role: 'system', content: system }, { role: 'user', content: user }] }
+      : { model, temperature, messages: [{ role: 'system', content: system }, { role: 'user', content: user }] };
+    const r = await fetch(provider.endpoint, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json', Authorization: `Bearer ${apiKey}` },
+      body: JSON.stringify(body),
+      signal: ctrl.signal,
+    });
+    const data = await r.json().catch(() => ({}));
+    if (!r.ok) {
+      return { ok: false, error: data?.error?.message || data?.message || `HTTP ${r.status}`, text: null, providerId };
+    }
+    return { ok: true, text: normalizeAIText(data, provider.mode), providerId, model };
+  } catch (e) {
+    return { ok: false, error: String(e?.message || e), text: null, providerId };
+  } finally {
+    clearTimeout(timer);
+  }
+}
\ No newline at end of file
diff --git a/lib/companyintel-ai.js b/lib/companyintel-ai.js
new file mode 100644
index 0000000..14f1432
--- /dev/null
+++ b/lib/companyintel-ai.js
@@ -0,0 +1,312 @@
+// AI 整理公司研究為固定 JSON 結構（產業鏈、簡介、管理層動態、新聞摘要）
+import { callAI, extractJSONObject } from './ai-client.js';
+import { getCompanyIntelEnriched, saveCompanyIntelEnriched } from './db.js';
+import { computeNextPublicRefresh, shouldRunIntelSync, intelRefreshPolicy } from './companyintel-refresh.js';
+import { localizeOfficer, sanitizeOfficers } from './companyintel-i18n.js';
+import {
+  mergeNewsIntoChain, finalizeIndustryChain, mergeEnrichedChain, layoutPeersIntoGrid, ensureDownstreamBuyers,
+} from './companyintel-chain.js';
+
+const ENRICH_SCHEMA = `{
+  "profileZh": {
+    "description": "80-220字繁體中文公司簡介",
+    "businessModel": "一句話商業模式"
+  },
+  "industryChain": {
+    "upstream": [{ "label": "環節名稱", "entities": ["供應商公司名或代號"], "note": "15字內；標 10-K、新聞、AI" }],
+    "downstream": [{ "label": "客戶類型", "entities": ["購買標的公司產品／服務的公司名或代號"], "note": "15字內；說明為何是客戶" }],
+    "peers": ["同業代號大寫；台股如2330.TW"]
+  },
+  "managementBrief": [
+    { "date": "YYYY-MM-DD", "headline": "標題", "summary": "2-3句繁中", "impact": "positive|neutral|negative", "source": "來源名" }
+  ],
+  "newsHighlights": [
+    { "region": "tw|global", "titleZh": "繁中標題", "summaryZh": "一句摘要", "url": "原文連結", "publisher": "媒體" }
+  ]
+}`;
+
+function heuristicChain(symbol, bundle, profile = {}) {
+  const hints = bundle.hints || {};
+  const ext = bundle.profileExt || {};
+  const industry = `${ext.industry || ''} ${ext.sector || profile.industry || ''}`.toLowerCase();
+  const upstream = (hints.suppliers || []).slice(0, 12).map(s => ({ label: '供應商', entities: [s], note: '10-K' }));
+  const downstream = (hints.customers || []).slice(0, 12).map(s => ({ label: '購買方（10-K）', entities: [s], note: 'SEC 10-K' }));
+  const peers = [...new Set([...(ext.peers || []), ...(hints.competitors || [])])].filter(p => p !== symbol).slice(0, 10);
+  if (!upstream.length) {
+    if (/semiconductor|chip/i.test(industry)) {
+      upstream.push(
+        { label: 'EDA／IP', entities: ['Synopsys', 'Cadence'], note: '' },
+        { label: '晶圓代工', entities: ['TSMC', 'Samsung'], note: '' },
+        { label: '封裝測試', entities: ['ASE', 'Amkor'], note: '' },
+      );
+    }
+  }
+  if (!downstream.length && !/semiconductor|chip/i.test(industry)) {
+    /* 非半導體不填泛稱下游 */
+  }
+  let chain = {
+    upstream: upstream.length ? upstream : [{ label: '上游供應', entities: ['原物料／設備／服務商'], note: '待查證' }],
+    downstream: downstream.length ? downstream : [{ label: '下游客戶', entities: ['待查證'], note: '按強制更新由 AI 整理' }],
+    peers,
+  };
+  const news = [...(bundle.newsTw || []), ...(bundle.newsGlobal || [])];
+  chain = mergeNewsIntoChain(chain, news, symbol);
+  return ensureDownstreamBuyers(finalizeIndustryChain(chain, symbol), symbol, profile);
+}
+
+function fallbackManagementBrief(bundle) {
+  return (bundle.managementNewsRaw || []).slice(0, 6).map(n => ({
+    date: n.created || null,
+    headline: n.titleZh || n.title || '',
+    summary: (n.descriptionZh || n.description || '').slice(0, 180),
+    impact: 'neutral',
+    source: n.publisher || n.source || '',
+    url: n.url || null,
+  }));
+}
+
+function normalizeEnriched(parsed, symbol, bundle, profile) {
+  const chain = parsed?.industryChain || heuristicChain(symbol, bundle, profile);
+  const upDetail = (chain.upstream || []).some(g => g?.entities)
+    ? chain.upstream
+    : (chain.upstreamDetail || []);
+  const downDetail = (chain.downstream || []).some(g => g?.entities)
+    ? chain.downstream
+    : (chain.downstreamDetail || []);
+  const flatUpstream = upDetail.flatMap(u => (u.entities || []).map(e => String(typeof e === 'object' ? e.name : e)));
+  const flatDownstream = downDetail.flatMap(d => (d.entities || []).map(e => String(typeof e === 'object' ? e.name : e)));
+  const mgmt = (parsed?.managementBrief || []).length ? parsed.managementBrief : fallbackManagementBrief(bundle);
+  return {
+    profileZh: parsed?.profileZh || {
+      description: bundle.profileExt?.longBusinessSummary?.slice(0, 400) || bundle.hints?.excerpt?.slice(0, 400) || '',
+      businessModel: bundle.profileExt?.industry || '',
+    },
+    industryChain: finalizeIndustryChain({
+      upstream: flatUpstream.slice(0, 12),
+      downstream: flatDownstream.slice(0, 12),
+      peers: (chain.peers || []).map(s => String(s).toUpperCase()).filter(Boolean).slice(0, 12),
+      upstreamFlat: flatUpstream.slice(0, 12),
+      downstreamFlat: flatDownstream.slice(0, 12),
+      upstreamDetail: upDetail,
+      downstreamDetail: downDetail,
+    }, symbol),
+    managementBrief: mgmt.slice(0, 8).map(m => ({
+      date: m.date || null,
+      headline: m.headline || '',
+      summary: m.summary || '',
+      impact: m.impact || 'neutral',
+      source: m.source || '',
+      url: m.url || null,
+    })),
+    newsHighlights: (parsed?.newsHighlights || []).slice(0, 16),
+    enrichedAt: new Date().toISOString(),
+    aiUsed: !!parsed?._aiUsed,
+    provider: parsed?._provider || null,
+  };
+}
+
+function buildForceEnrichPrompt(symbol, profile = {}) {
+  const name = profile.name || profile.companyName || symbol;
+  const industry = profile.industry || profile.sector || '';
+  return [
+    `【強制更新】標的：${symbol}（${name}）${industry ? `，產業：${industry}` : ''}`,
+    '請依固定 JSON 結構輸出（不要 midstream；頁面只顯示上游、下游兩欄）。',
+    `upstream：2～5 組供應商；每組 entities 為 2～6 個具體公司名或股票代號（美股 1-5 字大寫；台股 2330.TW）。`,
+    `downstream：2～4 組「誰購買 ${symbol} 的產品或服務」；必須具名客戶（公司名或代號），禁止只寫終端客戶、企業客戶、通路等泛稱；優先採用 10-K customers 與新聞中的買方。`,
+    /NVDA|AMD/i.test(symbol)
+      ? 'GPU 範例下游：DELL、HPE、SMCI（AI 伺服器 OEM，採購 GPU 組裝再銷售）、MSFT、AMZN、GOOGL、META（雲端部署）；同業 AMD 放 peers 勿放 downstream。'
+      : null,
+    'peers：3～8 個同業代號。',
+    '每個 downstream 的 note 用 15 字內說明客戶與標的公司的關係（如雲端採購 GPU、OEM 採購晶片）。',
+    '資料僅能來自提供的原始摘要；沒有依據則該組 entities 填「待查證」。',
+  ].join('\n');
+}
+
+export async function enrichWithAI(symbol, bundle, profile = {}, { force = false } = {}) {
+  const compact = {
+    symbol,
+    sector: bundle.profileExt?.sector,
+    industry: bundle.profileExt?.industry,
+    summary: bundle.profileExt?.longBusinessSummary?.slice(0, 1200),
+    tenK: {
+      excerpt: bundle.hints?.excerpt?.slice(0, 1500),
+      customers: bundle.hints?.customers,
+      suppliers: bundle.hints?.suppliers,
+      competitors: bundle.hints?.competitors,
+    },
+    headlines8k: (bundle.headlines8k || []).slice(0, 6),
+    managementNews: (bundle.managementNewsRaw || []).slice(0, 8).map(n => ({
+      title: n.title, publisher: n.publisher, created: n.created, url: n.url,
+    })),
+    newsTw: (bundle.newsTw || []).slice(0, 10).map(n => ({
+      title: n.title, publisher: n.publisher, url: n.url,
+      summary: (n.description || n.descriptionZh || '').slice(0, 200),
+    })),
+    newsGlobal: (bundle.newsGlobal || []).slice(0, 10).map(n => ({
+      title: n.title, publisher: n.publisher, url: n.url,
+      summary: (n.description || n.descriptionZh || '').slice(0, 200),
+    })),
+  };
+
+  const system = force
+    ? [
+      '你是股票研究資料編輯。只輸出一段合法 JSON，不要 markdown，不要解釋。',
+      '產業鏈僅 upstream（供應商）與 downstream（購買標的公司產品／服務的客戶），不要 midstream。',
+      'downstream 是本次重點：具名買方公司或代號，結構穩定以利網頁兩欄顯示。',
+      'managementBrief 3-6 則；newsHighlights 6-10 則，region 為 tw 或 global。',
+    ].join('\n')
+    : [
+      '你是股票研究資料編輯。只輸出一段合法 JSON，不要 markdown，不要解釋。',
+      '資料來自公開來源摘要，不可捏造未出現的公司名；不確定處用「待查證」。',
+      'upstream＝供應商；downstream＝購買標的公司產品／服務的客戶；不可只寫泛稱。',
+      '不要輸出 midstream。entities 盡量用可交易代號；note 標 10-K、新聞、AI。',
+      'managementBrief 只收經營層、治理、策略、併購、指引相關 3-6 則。',
+      'newsHighlights 從新聞挑選 6-10 則，region 為 tw 或 global。',
+    ].join('\n');
+
+  const task = force ? buildForceEnrichPrompt(symbol, { ...profile, ...bundle.profileExt }) : `股票代號 ${symbol}。請整理產業鏈與新聞。`;
+  const user = `${task}\n\nJSON 結構：\n${ENRICH_SCHEMA}\n\n原始資料：\n${JSON.stringify(compact, null, 2)}`;
+
+  const ai = await callAI({ system, user, temperature: 0.1 });
+  if (!ai.ok) {
+    return { data: normalizeEnriched(null, symbol, bundle, profile), aiError: ai.error };
+  }
+  const parsed = extractJSONObject(ai.text);
+  if (!parsed) {
+    return { data: normalizeEnriched(null, symbol, bundle, profile), aiError: 'json_parse_failed' };
+  }
+  parsed._aiUsed = true;
+  parsed._provider = ai.providerId;
+  return { data: normalizeEnriched(parsed, symbol, bundle, profile), aiError: null };
+}
+
+export async function syncCompanyIntelEnriched(symbol, profile = {}, { force = false, useAI = true, management = null } = {}) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  const existing = getCompanyIntelEnriched(symbol);
+  const gate = shouldRunIntelSync(existing, { force });
+  if (!gate.run) {
+    return {
+      symbol,
+      skipped: true,
+      enriched: existing?.data,
+      sources: existing?.sources || [],
+      skipReason: gate.skipReason,
+      nextRefreshAfter: gate.nextRefreshAfter,
+    };
+  }
+
+  const { gatherIntelSources } = await import('./companyintel-sources.js');
+  const bundle = await gatherIntelSources(symbol, profile);
+  const sources = ['Yahoo', 'SEC 10-K', 'Google 新聞 TW', 'Google 新聞 EN', 'Nasdaq', 'Yahoo Finance'];
+
+  let enriched;
+  let aiError = null;
+  if (useAI) {
+    const r = await enrichWithAI(symbol, bundle, profile, { force });
+    enriched = r.data;
+    aiError = r.aiError;
+    if (aiError) sources.push(`AI 略過（${aiError}）`);
+    else sources.push(`AI ${enriched.provider || 'active'}`);
+  } else {
+    enriched = normalizeEnriched(null, symbol, bundle, profile);
+  }
+
+  const pub = await computeNextPublicRefresh(symbol);
+  enriched.rawBundleAt = bundle.gatheredAt;
+  enriched.sources = sources;
+  enriched.enrichedAt = new Date().toISOString();
+  enriched.lastSyncAt = Date.now();
+  enriched.chainLayout = 'upstream_downstream_v2';
+  if (force) enriched.forceRefreshAt = enriched.enrichedAt;
+  enriched.nextRefreshAfter = pub.nextRefreshAfter;
+  enriched.nextPublicLabel = pub.nextPublicLabel;
+  enriched.nextPublicDate = pub.nextPublicDate;
+  if (management?.officers?.length) {
+    enriched.officers = management.officers;
+    enriched.managementSource = management.source || null;
+  }
+  const newsAll = [...(bundle.newsTw || []), ...(bundle.newsGlobal || [])];
+  enriched.industryChain = ensureDownstreamBuyers(
+    layoutPeersIntoGrid(
+      mergeNewsIntoChain(
+        finalizeIndustryChain(enriched.industryChain || {}, symbol),
+        newsAll,
+        symbol,
+      ),
+      symbol,
+    ),
+    symbol,
+    profile,
+  );
+  saveCompanyIntelEnriched(symbol, enriched, sources);
+  return {
+    symbol, skipped: false, enriched, bundle, sources, aiError,
+    nextRefreshAfter: pub.nextRefreshAfter,
+    nextPublicLabel: pub.nextPublicLabel,
+  };
+}
+
+export function applyEnrichedToIntel(intel, enriched) {
+  if (!enriched) return intel;
+  const chain = enriched.industryChain || {};
+  const newsTw = (intel.newsTw || []).length ? intel.newsTw : (intel.news || []).filter(n => n.region === 'tw');
+  const newsGlobal = (intel.newsGlobal || []).length ? intel.newsGlobal : (intel.news || []).filter(n => n.region === 'global');
+
+  const highlights = enriched.newsHighlights || [];
+  const hlTw = highlights.filter(h => h.region === 'tw').map(h => ({
+    title: h.titleZh, titleZh: h.titleZh, descriptionZh: h.summaryZh, description: h.summaryZh,
+    url: h.url, publisher: h.publisher, region: 'tw', source: 'AI 精選',
+  }));
+  const hlGl = highlights.filter(h => h.region === 'global').map(h => ({
+    title: h.titleZh, titleZh: h.titleZh, descriptionZh: h.summaryZh, description: h.summaryZh,
+    url: h.url, publisher: h.publisher, region: 'global', source: 'AI 精選',
+  }));
+
+  return {
+    ...intel,
+    profileZh: enriched.profileZh || intel.profileZh,
+    industryChain: ensureDownstreamBuyers(
+      mergeNewsIntoChain(
+        mergeEnrichedChain(intel.industryChain, enriched.industryChain, intel.symbol),
+        [...newsTw, ...newsGlobal],
+        intel.symbol,
+      ),
+      intel.symbol,
+      intel.profile || {},
+    ),
+    managementBrief: enriched.managementBrief || [],
+    management: (() => {
+      const off = sanitizeOfficers(enriched.officers);
+      if (!off.length) return intel.management;
+      return {
+        ...(intel.management || {}),
+        officers: off.map(localizeOfficer),
+        source: enriched.managementSource || intel.management?.source,
+      };
+    })(),
+    newsTw: [...hlTw, ...newsTw].slice(0, 14),
+    newsGlobal: [...hlGl, ...newsGlobal].slice(0, 14),
+    news: [...newsTw, ...newsGlobal].slice(0, 20),
+    enrichedAt: enriched.enrichedAt || (enriched.lastSyncAt ? new Date(enriched.lastSyncAt).toISOString() : null),
+    enrichSources: enriched.sources || [],
+    aiEnriched: !!enriched.aiUsed,
+    chainLayout: enriched.chainLayout || 'upstream_downstream_v2',
+    nextRefreshAfter: enriched.nextRefreshAfter || null,
+    nextPublicLabel: enriched.nextPublicLabel || null,
+    needsSync: false,
+  };
+}
+
+export function attachIntelSyncStatus(intel, symbol) {
+  const row = getCompanyIntelEnriched(symbol);
+  const gate = intelRefreshPolicy(row);
+  return {
+    ...intel,
+    needsSync: gate.needsSync,
+    nextRefreshAfter: gate.nextRefreshAfter || intel.nextRefreshAfter,
+    nextPublicLabel: gate.nextPublicLabel || intel.nextPublicLabel,
+    syncSkipReason: gate.skipReason,
+    lastSyncAt: gate.lastSyncAt || intel.enrichedAt,
+  };
+}
+
diff --git a/lib/companyintel-chain.js b/lib/companyintel-chain.js
new file mode 100644
index 0000000..5bcb759
--- /dev/null
+++ b/lib/companyintel-chain.js
@@ -0,0 +1,463 @@
+// 產業鏈：新聞萃取、代號解析、實體可點擊結構
+const UP_KW = /供應商|供應|上游|代工|材料|零件|設備|晶圓|封裝|HBM|EDA|IP|vendor|supplier|supply|manufactur|foundry|TSMC/i;
+const DOWN_KW = /客戶|下游|訂單|採購|部署|採用|合作|需求|customer|deploy|adopt|partner|cloud|data\s*center|hyperscale|server|伺服器|OEM|ODM|rack/i;
+const OEM_BUYER_CTX = /server|伺服器|OEM|ODM|rack|AI\s*server|GPU\s*server|AI\s*infrastructure|資料中心/i;
+const GPU_NEWS_CTX = /NVIDIA|NVDA|輝達|英偉達|GPU|Blackwell|H100|B200|accelerator/i;
+const DOWNSTREAM_BUYER_SYMS = new Set([
+  'DELL', 'HPE', 'HPQ', 'SMCI', 'CSCO', 'MSFT', 'AMZN', 'GOOGL', 'META', 'ORCL', 'AAPL', 'TSLA',
+  '2317.TW', '2382.TW', 'LENOVO',
+]);
+
+/** 公司名／中文簡稱 → 可切換代號 */
+const NAME_ALIASES = {
+  台積電: 'TSM', 台积电: 'TSM', TSMC: 'TSM', 'Taiwan Semiconductor': 'TSM',
+  輝達: 'NVDA', 英偉達: 'NVDA', NVIDIA: 'NVDA',
+  超微: 'AMD', AMD: 'AMD',
+  高通: 'QCOM', Qualcomm: 'QCOM',
+  博通: 'AVGO', Broadcom: 'AVGO',
+  聯發科: '2454.TW', MediaTek: '2454.TW',
+  日月光: '3711.TW', ASE: '3711.TW',
+  鴻海: '2317.TW', Foxconn: '2317.TW', 富士康: '2317.TW',
+  廣達: '2382.TW', Quanta: '2382.TW',
+  聯電: 'UMC', 'United Microelectronics': 'UMC',
+  台塑: '1301.TW', 台塑化: '6505.TW', 中石化: '6505.TW',
+  中油: '6505.TW',
+  微軟: 'MSFT', Microsoft: 'MSFT',
+  谷歌: 'GOOGL', Google: 'GOOGL', Alphabet: 'GOOGL',
+  亞馬遜: 'AMZN', Amazon: 'AMZN',
+  蘋果: 'AAPL', Apple: 'AAPL',
+  Meta: 'META', 臉書: 'META', Facebook: 'META',
+  特斯拉: 'TSLA', Tesla: 'TSLA',
+  Synopsys: 'SNPS', Cadence: 'CDNS',
+  ASML: 'ASML', 'Applied Materials': 'AMAT', Lam: 'LRCX', KLA: 'KLAC',
+  美光: 'MU', Micron: 'MU',
+  三星: '005930.KS', Samsung: '005930.KS',
+  英特爾: 'INTC', Intel: 'INTC',
+  甲骨文: 'ORCL', Oracle: 'ORCL',
+  思科: 'CSCO', Cisco: 'CSCO',
+  戴爾: 'DELL', Dell: 'DELL',
+  惠普: 'HPE', HP: 'HPQ',
+  'Hewlett Packard Enterprise': 'HPE', 'Hewlett-Packard Enterprise': 'HPE',
+  超微電腦: 'SMCI', 'Super Micro': 'SMCI', Supermicro: 'SMCI',
+  'Dell Technologies': 'DELL',
+  亞馬遜雲: 'AMZN', AWS: 'AMZN',
+  微軟Azure: 'MSFT', Azure: 'MSFT',
+};
+
+function isUsTicker(s) {
+  return /^[A-Z]{1,5}$/.test(s);
+}
+
+function isTwTicker(s) {
+  return /^\d{4}(\.TW)?$/i.test(s);
+}
+
+const TICKER_BLOCKLIST = new Set([
+  'AI', 'IT', 'US', 'EU', 'UK', 'CEO', 'CFO', 'COO', 'GPU', 'CPU', 'CSP', 'API', 'EPS', 'SEC', 'IPO',
+  'ETF', 'USD', 'EUR', 'GBP', 'JPY', 'CNY', 'TWD', 'FY', 'QOQ', 'YOY', 'AND', 'THE', 'FOR', 'INC',
+]);
+
+export function isTradableSymbol(sym) {
+  const s = String(sym || '').toUpperCase().trim();
+  if (!s || TICKER_BLOCKLIST.has(s)) return false;
+  if (isUsTicker(s)) return true;
+  if (isTwTicker(s)) return true;
+  if (/^\d{6}\.KS$/i.test(s)) return true;
+  return false;
+}
+
+export function resolveEntitySymbol(raw, focalSymbol = '') {
+  const text = String(raw || '').trim();
+  if (!text || text === '待查證' || /^原物料|終端|通路|待查/i.test(text)) return null;
+  const focal = String(focalSymbol || '').toUpperCase();
+  const paren = text.match(/\(([A-Z]{1,5})\)/);
+  if (paren && paren[1] !== focal) return paren[1];
+  const dollar = text.match(/\$([A-Z]{1,5})\b/);
+  if (dollar && dollar[1] !== focal) return dollar[1];
+  if (isUsTicker(text) && text !== focal) return text;
+  if (isTwTicker(text)) {
+    const tw = text.replace(/\.tw$/i, '');
+    return `${tw}.TW`;
+  }
+  if (NAME_ALIASES[text]) return NAME_ALIASES[text];
+  const stripped = text.replace(/\s+(Inc\.|Corp\.|Corporation|Ltd\.|LLC|Co\.|公司|股份|集團)/gi, '').trim();
+  if (NAME_ALIASES[stripped]) return NAME_ALIASES[stripped];
+  for (const [name, sym] of Object.entries(NAME_ALIASES)) {
+    if (name.length < 2) continue;
+    if (text.includes(name) && sym !== focal) return sym;
+  }
+  const inc = text.match(/^([A-Za-z][A-Za-z0-9&.\- ]{1,30})(?:\s+Inc\.|\s+Corp\.)/);
+  if (inc) {
+    const base = inc[1].trim();
+    if (NAME_ALIASES[base]) return NAME_ALIASES[base];
+    const words = base.split(/\s+/);
+    const last = words[words.length - 1];
+    if (last && NAME_ALIASES[last]) return NAME_ALIASES[last];
+  }
+  return null;
+}
+
+export function normalizeEntityItem(raw, focalSymbol = '') {
+  if (raw && typeof raw === 'object') {
+    const name = String(raw.name || raw.label || raw.symbol || '').trim();
+    const symbol = raw.symbol || resolveEntitySymbol(name, focalSymbol) || resolveEntitySymbol(raw.symbol, focalSymbol);
+    return { name: name || symbol || '—', symbol: symbol || null };
+  }
+  const name = String(raw || '').trim();
+  const symbol = resolveEntitySymbol(name, focalSymbol);
+  return { name, symbol };
+}
+
+function normalizeDetailGroups(groups, focalSymbol) {
+  return (groups || []).map(g => {
+    const entities = (g.entities || []).map(e => normalizeEntityItem(e, focalSymbol));
+    return { ...g, entities };
+  });
+}
+
+function groupFromItems(items, label, note) {
+  const ents = items.filter(i => i.name).slice(0, 10);
+  if (!ents.length) return null;
+  return { label, entities: ents, note };
+}
+
+/** 從近期新聞標題／摘要抽出上下游相關公司 */
+export function extractChainFromNews(newsList = [], focalSymbol = '') {
+  const focal = String(focalSymbol || '').toUpperCase();
+  const upstream = [];
+  const downstream = [];
+  const related = [];
+  const seen = new Set([focal]);
+
+  const add = (bucket, item) => {
+    const sym = item.symbol || item.name;
+    const key = (sym || '').toUpperCase();
+    if (!key || seen.has(key)) return;
+    seen.add(key);
+    bucket.push(item);
+  };
+
+  for (const n of newsList) {
+    const text = `${n.title || ''} ${n.titleZh || ''} ${n.description || ''} ${n.descriptionZh || ''}`;
+    if (!text.trim()) continue;
+    const up = UP_KW.test(text);
+    const down = DOWN_KW.test(text);
+
+    for (const m of text.matchAll(/\$([A-Z]{1,5})\b|\(([A-Z]{1,5})\)/g)) {
+      const sym = (m[1] || m[2] || '').toUpperCase();
+      if (!isUsTicker(sym) || sym === focal) continue;
+      const item = normalizeEntityItem(sym, focal);
+      if (up && !down) add(upstream, item);
+      else if (down && !up) add(downstream, item);
+      else add(related, item);
+    }
+
+    for (const [name, sym] of Object.entries(NAME_ALIASES)) {
+      if (!text.includes(name) || sym === focal) continue;
+      const item = normalizeEntityItem(name, focal);
+      item.symbol = sym;
+      if (up && !down) add(upstream, item);
+      else if (down && !up) add(downstream, item);
+      else add(related, item);
+    }
+  }
+
+  for (const n of newsList) {
+    const text = `${n.title || ''} ${n.titleZh || ''} ${n.description || ''} ${n.descriptionZh || ''}`;
+    if (!/供應商|供货商|supplier|vendor|foundry|代工/i.test(text)) continue;
+    for (const [name, sym] of Object.entries(NAME_ALIASES)) {
+      if (!text.includes(name) || sym === focal) continue;
+      add(upstream, normalizeEntityItem(name, focal));
+    }
+  }
+
+  for (const n of newsList) {
+    const text = `${n.title || ''} ${n.titleZh || ''} ${n.description || ''} ${n.descriptionZh || ''}`;
+    const buyerCtx = OEM_BUYER_CTX.test(text) || (GPU_NEWS_CTX.test(text) && /Dell|HPE|Super|伺服器|server|OEM/i.test(text));
+    if (!buyerCtx) continue;
+    for (const [name, sym] of Object.entries(NAME_ALIASES)) {
+      if (!DOWNSTREAM_BUYER_SYMS.has(sym) || sym === focal || !text.includes(name)) continue;
+      const item = normalizeEntityItem(name, focal);
+      item.symbol = sym;
+      add(downstream, item);
+    }
+  }
+
+  return { upstream, downstream, related };
+}
+
+export const SECTOR_SUPPLIER_TICKERS = {
+  semiconductor: ['TSM', 'ASML', 'AMAT', 'LRCX', 'KLAC', 'MU', 'SNPS', 'CDNS'],
+  software: ['MSFT', 'AMZN', 'GOOGL'],
+};
+
+/** GPU／加速器晶片常見下游：OEM 伺服器廠 + 雲端買方 */
+export const SECTOR_DOWNSTREAM_BUYERS = {
+  semiconductor: [
+    { label: 'AI 伺服器 OEM', tickers: ['DELL', 'HPE', 'SMCI', 'CSCO'], note: '採購 GPU 組裝 AI 伺服器再銷售' },
+    { label: '雲端與大型企業', tickers: ['MSFT', 'AMZN', 'GOOGL', 'META', 'ORCL'], note: '資料中心與 AI 工作負載' },
+  ],
+};
+
+const SYMBOL_DOWNSTREAM_SECTOR = {
+  NVDA: 'semiconductor',
+  AMD: 'semiconductor',
+  INTC: 'semiconductor',
+  MRVL: 'semiconductor',
+};
+
+function isGpuSemiconductor(symbol, profile = {}) {
+  const sym = String(symbol || '').toUpperCase();
+  if (SYMBOL_DOWNSTREAM_SECTOR[sym]) return true;
+  const ind = `${profile.industry || ''} ${profile.sector || ''}`.toLowerCase();
+  return /semiconductor|chip/i.test(ind) && /graphic|gpu|accelerat|comput|processor|display/i.test(ind);
+}
+
+export function inferDownstreamGroups(symbol, profile = {}) {
+  const key = SYMBOL_DOWNSTREAM_SECTOR[String(symbol || '').toUpperCase()]
+    || (isGpuSemiconductor(symbol, profile) ? 'semiconductor' : null);
+  if (!key || !SECTOR_DOWNSTREAM_BUYERS[key]) return [];
+  return SECTOR_DOWNSTREAM_BUYERS[key].map(b => ({
+    label: b.label,
+    entities: b.tickers.map(code => ({
+      name: code,
+      symbol: code,
+      confidence: 'medium',
+      source: 'sector_downstream',
+    })),
+    note: b.note,
+    confidence: 'medium',
+  }));
+}
+
+function downstreamHasTradableBuyers(detail, focalSymbol) {
+  const focal = String(focalSymbol || '').toUpperCase();
+  return (detail || []).some(g =>
+    (g.entities || []).some(e => {
+      const item = normalizeEntityItem(e, focal);
+      return item.symbol && isTradableSymbol(item.symbol) && item.symbol !== focal;
+    }),
+  );
+}
+
+function isGenericDownstreamGroup(g, focalSymbol) {
+  const ents = g?.entities || [];
+  if (!ents.length) return true;
+  return ents.every(e => {
+    const item = normalizeEntityItem(e, focalSymbol);
+    return !item.symbol || !isTradableSymbol(item.symbol);
+  });
+}
+
+export function ensureDownstreamBuyers(chain, symbol, profile = {}) {
+  let next = chain || {};
+  if (!downstreamHasTradableBuyers(next.downstreamDetail, symbol)) {
+    const inferred = inferDownstreamGroups(symbol, profile);
+    if (inferred.length) {
+      next = {
+        ...next,
+        downstreamDetail: dedupeGroups([...inferred, ...(next.downstreamDetail || [])]),
+        chainSources: [...new Set([...(next.chainSources || []), '產業常見購買方'])],
+      };
+    }
+  }
+  if (downstreamHasTradableBuyers(next.downstreamDetail, symbol)) {
+    next = {
+      ...next,
+      downstreamDetail: (next.downstreamDetail || []).filter(g => !isGenericDownstreamGroup(g, symbol)),
+    };
+  }
+  return finalizeIndustryChain(next, symbol);
+}
+
+/** 一律追加供應商／客戶名單（去重，不覆蓋既有分組） */
+export function appendDetailNames(detail, names, label, note, focalSymbol = '') {
+  const incoming = (names || []).map(n => normalizeEntityItem(n, focalSymbol));
+  return mergeDetailGroups(detail, incoming, label, note);
+}
+
+function mergeDetailGroups(existing, incoming, label, note) {
+  const out = [...(existing || [])];
+  if (!incoming.length) return out;
+  const flat = out.flatMap(g => g.entities || []);
+  const have = new Set(flat.map(e => (e.symbol || e.name || '').toUpperCase()));
+  const fresh = incoming.filter(e => {
+    const k = (e.symbol || e.name || '').toUpperCase();
+    return k && !have.has(k);
+  });
+  if (!fresh.length) return out;
+  out.unshift({ label, entities: fresh, note });
+  return out.slice(0, 8);
+}
+
+/** 合併新聞萃取進產業鏈 */
+export function mergeNewsIntoChain(chain, newsList, focalSymbol) {
+  const base = chain || {};
+  const { upstream, downstream, related } = extractChainFromNews(newsList, focalSymbol);
+  let upstreamDetail = mergeDetailGroups(base.upstreamDetail, upstream, '供應商／合作（新聞）', '近期公開新聞');
+  let downstreamDetail = mergeDetailGroups(base.downstreamDetail, downstream, '購買方（新聞）', '近期公開新聞');
+  let peers = [...(base.peers || [])];
+  for (const r of related) {
+    const sym = r.symbol;
+    if (sym && !peers.includes(sym) && sym !== focalSymbol) peers.push(sym);
+  }
+  peers = peers.filter(p => String(p).toUpperCase() !== focalSymbol).slice(0, 14);
+
+  return finalizeIndustryChain({
+    ...base,
+    upstreamDetail,
+    downstreamDetail,
+    peers,
+    chainSources: [...new Set([...(base.chainSources || []), upstream.length || downstream.length ? '近期新聞' : null].filter(Boolean))],
+  }, focalSymbol);
+}
+
+/** 統一實體格式、補代號、重算 flat 列表 */
+export function finalizeIndustryChain(chain, focalSymbol = '') {
+  const focal = String(focalSymbol || '').toUpperCase();
+  let upstreamDetail = normalizeDetailGroups(chain.upstreamDetail, focal)
+    .filter(g => (g.entities || []).length > 0);
+  let downstreamDetail = normalizeDetailGroups(chain.downstreamDetail, focal)
+    .filter(g => (g.entities || []).length > 0);
+
+  if (!upstreamDetail.length && Array.isArray(chain.upstream)) {
+    upstreamDetail = [{ label: '上游', entities: chain.upstream.map(e => normalizeEntityItem(e, focal)), note: '' }];
+  }
+  if (!downstreamDetail.length && Array.isArray(chain.downstream)) {
+    downstreamDetail = [{ label: '下游', entities: chain.downstream.map(e => normalizeEntityItem(e, focal)), note: '' }];
+  }
+
+  let peers = (chain.peers || []).map(p => {
+    const item = normalizeEntityItem(p, focal);
+    const sym = item.symbol || (isTradableSymbol(String(p)) ? String(p).toUpperCase() : null);
+    return isTradableSymbol(sym) ? sym : null;
+  }).filter(Boolean);
+  peers = [...new Set(peers)].filter(p => p !== focal).slice(0, 14);
+
+  const flatUp = upstreamDetail.flatMap(g => (g.entities || []).map(e => e.name)).filter(Boolean);
+  const flatDown = downstreamDetail.flatMap(g => (g.entities || []).map(e => e.name)).filter(Boolean);
+
+  return {
+    ...chain,
+    upstream: flatUp.length ? flatUp : chain.upstream,
+    downstream: flatDown.length ? flatDown : chain.downstream,
+    upstreamDetail,
+    downstreamDetail,
+    peers,
+    searches: [],
+  };
+}
+
+const SUPPLIER_GROUP_RE = /供應|10-K|新聞|產業常見|合作/i;
+const CUSTOMER_GROUP_RE = /客戶|購買|買方|OEM|ODM|伺服器|雲端|hyperscale|需求|10-K|新聞|產業/i;
+
+function groupKey(g) {
+  return String(g?.label || '').trim();
+}
+
+function hasTradableEntity(g, focalSymbol = '') {
+  return (g?.entities || []).some(e => {
+    const item = normalizeEntityItem(e, focalSymbol);
+    return item.symbol && isTradableSymbol(item.symbol);
+  });
+}
+
+function isNamedSupplierGroup(g, focalSymbol = '') {
+  return SUPPLIER_GROUP_RE.test(g?.label || '') || hasTradableEntity(g, focalSymbol);
+}
+
+function isNamedCustomerGroup(g, focalSymbol = '') {
+  return CUSTOMER_GROUP_RE.test(g?.label || '') || hasTradableEntity(g, focalSymbol);
+}
+
+function dedupeGroups(groups) {
+  const out = [];
+  const seen = new Set();
+  for (const g of groups || []) {
+    const k = groupKey(g);
+    if (!k || seen.has(k)) continue;
+    seen.add(k);
+    out.push(g);
+  }
+  return out;
+}
+
+/** 合併 AI 產業鏈時保留已抓到的供應商／客戶分組，避免被泛稱覆蓋 */
+export function mergeEnrichedChain(base = {}, enriched = {}, focalSymbol = '') {
+  const bUp = base.upstreamDetail || [];
+  const bDown = base.downstreamDetail || [];
+  const eUp = enriched.upstreamDetail || enriched.upstream || [];
+  const eDown = enriched.downstreamDetail || enriched.downstream || [];
+
+  const keepSuppliers = bUp.filter(g => isNamedSupplierGroup(g, focalSymbol));
+  const keepCustomers = bDown.filter(g => isNamedCustomerGroup(g, focalSymbol));
+  const eUpList = Array.isArray(eUp) ? eUp : [];
+  const eDownList = Array.isArray(eDown) ? eDown : [];
+
+  let upstreamDetail = dedupeGroups([
+    ...keepSuppliers,
+    ...eUpList.filter(g => !keepSuppliers.some(k => groupKey(k) === groupKey(g))),
+  ]);
+  let downstreamDetail = dedupeGroups([
+    ...keepCustomers,
+    ...eDownList.filter(g => !keepCustomers.some(k => groupKey(k) === groupKey(g))),
+  ]);
+
+  if (!upstreamDetail.length && eUpList.length) upstreamDetail = eUpList;
+  if (!downstreamDetail.length && eDownList.length) downstreamDetail = eDownList;
+
+  let chain = {
+    ...base,
+    ...enriched,
+    upstreamDetail,
+    downstreamDetail,
+
+    peers: [...new Set([...(base.peers || []), ...(enriched.peers || [])])],
+    tenKExcerpt: sanitizeChainExcerpt(enriched.tenKExcerpt || base.tenKExcerpt),
+    chainSources: [...new Set([...(base.chainSources || []), ...(enriched.chainSources || [])])],
+  };
+  chain = layoutPeersIntoGrid(chain, focalSymbol);
+  return finalizeIndustryChain(chain, focalSymbol);
+}
+
+/** 同業代號放進上游欄「同業／競爭」分組，不再堆在格子下方 */
+export function layoutPeersIntoGrid(chain, focalSymbol = '') {
+  const focal = String(focalSymbol || '').toUpperCase();
+  const peers = (chain.peers || [])
+    .map(p => String(p).toUpperCase())
+    .filter(p => isTradableSymbol(p) && p !== focal);
+  if (!peers.length) return { ...chain, peers: [] };
+
+  const inGrid = new Set();
+  for (const g of [...(chain.upstreamDetail || []), ...(chain.downstreamDetail || [])]) {
+    for (const e of g.entities || []) {
+      const k = (e.symbol || e.name || '').toUpperCase();
+      if (k) inGrid.add(k);
+    }
+  }
+  const peerEntities = peers
+    .filter(sym => !inGrid.has(sym))
+    .map(sym => normalizeEntityItem(sym, focal));
+  if (!peerEntities.length) return { ...chain, peers: [] };
+
+  const upstreamDetail = [...(chain.upstreamDetail || [])];
+  const peerLabel = '同業／競爭';
+  const exist = upstreamDetail.find(g => groupKey(g) === peerLabel);
+  if (exist) {
+    const have = new Set((exist.entities || []).map(e => (e.symbol || e.name || '').toUpperCase()));
+    for (const e of peerEntities) {
+      const k = (e.symbol || e.name || '').toUpperCase();
+      if (k && !have.has(k)) { exist.entities.push(e); have.add(k); }
+    }
+  } else {
+    upstreamDetail.push({ label: peerLabel, entities: peerEntities, note: '同業標的' });
+  }
+  return { ...chain, upstreamDetail, peers: [] };
+}
+
+export function sanitizeChainExcerpt(text) {
+  const t = String(text || '').trim();
+  if (!t || t.length < 50) return null;
+  if (/^nvda-\d|000\d{7,}|\bFY\s+false\b/i.test(t.slice(0, 120))) return null;
+  return t.slice(0, 480);
+}
\ No newline at end of file
diff --git a/lib/companyintel-i18n.js b/lib/companyintel-i18n.js
new file mode 100644
index 0000000..60913c3
--- /dev/null
+++ b/lib/companyintel-i18n.js
@@ -0,0 +1,154 @@
+// 公司研究資料：欄位中文化（職稱／產業常用對照，非機器翻譯全文）
+
+const TITLE_ZH = [
+  [/chief executive officer|ceo/i, '執行長'],
+  [/chief financial officer|cfo/i, '財務長'],
+  [/chief operating officer|coo/i, '營運長'],
+  [/chief technology officer|cto/i, '技術長'],
+  [/executive vice president|evp/i, '執行副總'],
+  [/senior vice president|svp/i, '資深副總'],
+  [/vice president|vp/i, '副總'],
+  [/president.*chief executive|president and chief executive/i, '執行長暨總裁'],
+  [/president/i, '總裁'],
+  [/general counsel/i, '法務長'],
+  [/chief accounting officer/i, '會計長'],
+  [/principal financial officer/i, '主要財務負責人'],
+  [/principal executive officer/i, '主要執行負責人'],
+  [/principal accounting officer/i, '主要會計負責人'],
+  [/director/i, '董事'],
+  [/chairman/i, '董事長'],
+  [/operations/i, '營運'],
+  [/worldwide field/i, '全球業務'],
+];
+
+const SECTOR_ZH = {
+  Technology: '科技',
+  'Financial Services': '金融服務',
+  Healthcare: '醫療保健',
+  'Consumer Cyclical': '循環性消費',
+  'Consumer Defensive': '防禦性消費',
+  Energy: '能源',
+  Industrials: '工業',
+  'Basic Materials': '原物料',
+  'Real Estate': '房地產',
+  Utilities: '公用事業',
+  'Communication Services': '通訊服務',
+};
+
+const INDUSTRY_HINTS = [
+  [/semiconductor/i, '半導體'],
+  [/software/i, '軟體'],
+  [/internet/i, '網際網路'],
+  [/bank/i, '銀行'],
+  [/biotech|pharma/i, '生技／製藥'],
+  [/retail/i, '零售'],
+  [/auto/i, '汽車'],
+];
+
+export function looksLikePersonName(name) {
+  if (!name || name.length > 55) return false;
+  if (/^Item \d/i.test(name) || name === 'Action' || name.startsWith('/s/')) return false;
+  const n = name.toLowerCase();
+  if (/financial|exhibit|schedule|statement|supplementary|governance|table of|designated|hedge|accounting|income|operations|revenue|consolidated|index|former|current|named|other|each|page|directors and|from our|served as/.test(n)) return false;
+  const parts = name.trim().split(/\s+/);
+  if (parts.length < 2 || parts.length > 5) return false;
+  if (!/^[A-Z]/.test(parts[0])) return false;
+  return parts.every(p => /^[A-Za-z'.-]+$/.test(p));
+}
+
+export function looksLikeExecutiveTitle(title) {
+  if (!title || title.length > 100) return false;
+  if (/financial statement|exhibit|supplementary|schedule|table of contents|designated|hedge|accounting/i.test(title)) return false;
+  if (/income from|cost of revenue|gross profit|net income|operating income/i.test(title)) return false;
+  const t = title.toLowerCase();
+  if (t === 'director' || t === 'directors') return false;
+  return /chief|president|executive vice|general counsel|operations|officer|accounting|counsel|field/i.test(t);
+}
+
+export function isOfficerRow(name, title) {
+  return looksLikePersonName(name) && looksLikeExecutiveTitle(title);
+}
+
+export function sanitizeOfficers(list) {
+  return (list || []).filter(o => isOfficerRow(o.name, o.title));
+}
+
+export function translateOfficerTitle(title) {
+  const t = String(title || '').trim();
+  if (!t) return '';
+  for (const [re, zh] of TITLE_ZH) {
+    if (re.test(t)) return zh;
+  }
+  return t;
+}
+
+export function translateSector(sector) {
+  const s = String(sector || '').trim();
+  if (!s) return '—';
+  return SECTOR_ZH[s] || s;
+}
+
+export function translateIndustry(industry) {
+  const s = String(industry || '').trim();
+  if (!s) return '—';
+  for (const [re, zh] of INDUSTRY_HINTS) {
+    if (re.test(s)) return `${zh}（${s}）`;
+  }
+  return s;
+}
+
+export function localizeOfficer(o) {
+  const title = o.titleZh || o.title || '';
+  const titleZh = o.titleZh || translateOfficerTitle(title);
+  return {
+    ...o,
+    title,
+    titleZh,
+    titleDisplay: titleZh && titleZh !== title ? `${titleZh} · ${title}` : (titleZh || title),
+  };
+}
+
+export function mergeCustomIntel(intel, custom) {
+  if (!custom) return intel;
+  const out = { ...intel, customUpdatedAt: custom.updatedAt || null };
+  if (custom.profileZh) {
+    out.profileZh = custom.profileZh;
+  }
+  if (custom.officers?.length) {
+    out.management = {
+      ...out.management,
+      officers: custom.officers.map(localizeOfficer),
+      source: '本機自訂',
+    };
+  }
+  if (custom.news?.length) {
+    out.news = custom.news.map(n => ({
+      ...n,
+      titleZh: n.titleZh || n.title,
+      descriptionZh: n.descriptionZh || n.description,
+    }));
+  }
+  if (custom.managementNotes) {
+    out.management = { ...out.management, notesZh: custom.managementNotes };
+  }
+  return out;
+}
+
+export function localizeIntel(intel) {
+  if (!intel) return intel;
+  const officers = sanitizeOfficers(intel.management?.officers || []).map(localizeOfficer);
+  const news = (intel.news || []).map(n => ({
+    ...n,
+    titleZh: n.titleZh || n.title,
+    descriptionZh: n.descriptionZh || n.description,
+  }));
+  return {
+    ...intel,
+    management: { ...intel.management, officers },
+    news,
+    searchesZh: (intel.management?.searches || []).map(s => ({
+      ...s,
+      labelZh: s.labelZh || s.label.replace('Management', '管理層').replace('Leadership', '領導團隊'),
+    })),
+  };
+}
\ No newline at end of file
diff --git a/lib/companyintel-links.js b/lib/companyintel-links.js
new file mode 100644
index 0000000..090a8aa
--- /dev/null
+++ b/lib/companyintel-links.js
@@ -0,0 +1,148 @@
+// 公司研究：直接連結（SEC／官網 IR）與 10-K 產業鏈合併（不用 Google 搜尋代替資料）
+import {
+  finalizeIndustryChain, isTradableSymbol, appendDetailNames, SECTOR_SUPPLIER_TICKERS,
+} from './companyintel-chain.js';
+const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';
+
+let _tickerMap = null;
+
+async function json(url, headers = {}, ms = 12000) {
+  const ctrl = new AbortController();
+  const timer = setTimeout(() => ctrl.abort(), ms);
+  try {
+    const res = await fetch(url, { headers: { 'User-Agent': SEC_UA, ...headers }, signal: ctrl.signal });
+    if (!res.ok) throw new Error(`HTTP ${res.status}`);
+    return await res.json();
+  } finally { clearTimeout(timer); }
+}
+
+async function tickerToCik(symbol) {
+  if (!_tickerMap) {
+    const d = await json('https://www.sec.gov/files/company_tickers.json', { 'User-Agent': SEC_UA });
+    _tickerMap = {};
+    for (const k of Object.keys(d)) {
+      _tickerMap[String(d[k].ticker).toUpperCase()] = {
+        cik: String(d[k].cik_str).padStart(10, '0'),
+        cikNum: Number(d[k].cik_str),
+        name: d[k].title,
+      };
+    }
+  }
+  return _tickerMap[String(symbol || '').toUpperCase()] || null;
+}
+
+function edgarDocUrl(cikNum, accession, primary) {
+  const accNo = accession.replace(/-/g, '');
+  return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNo}/${primary}`;
+}
+
+/** 投資人關係／官網（不經 Google） */
+export function resolveInvestorRelationsUrl(website) {
+  const w = String(website || '').trim();
+  if (!w) return null;
+  try {
+    const u = new URL(w.startsWith('http') ? w : `https://${w}`);
+    const host = u.hostname.replace(/^www\./, '');
+    const candidates = [
+      u.href,
+      `${u.protocol}//${u.host}/investor-relations`,
+      `${u.protocol}//investor.${host}`,
+      `${u.protocol}//ir.${host}`,
+    ];
+    return { url: candidates[0], labelZh: '公司官網', altUrls: candidates.slice(1) };
+  } catch {
+    return null;
+  }
+}
+
+/** SEC 直接連結：EDGAR、最新 10-K、DEF 14A */
+export async function buildSecResourceLinks(symbol) {
+  const hit = await tickerToCik(symbol);
+  if (!hit) return [];
+  const links = [
+    { labelZh: 'SEC EDGAR 公司頁', url: `https://www.sec.gov/edgar/browse/?CIK=${hit.cik}`, source: 'SEC' },
+  ];
+  try {
+    const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
+    const f = sub.filings?.recent || {};
+    const found = { '10-K': null, 'DEF 14A': null, '10-Q': null };
+    for (let i = 0; i < (f.form || []).length; i++) {
+      const form = f.form[i];
+      if (!found[form] && found[form] !== undefined) {
+        const acc = f.accessionNumber[i];
+        const doc = f.primaryDocument?.[i];
+        if (acc && doc) {
+          found[form] = edgarDocUrl(hit.cikNum, acc, doc);
+        }
+      }
+      if (found['10-K'] && found['DEF 14A'] && found['10-Q']) break;
+    }
+    if (found['10-K']) links.push({ labelZh: '最新 10-K 年報', url: found['10-K'], source: 'SEC' });
+    if (found['10-Q']) links.push({ labelZh: '最新 10-Q 季報', url: found['10-Q'], source: 'SEC' });
+    if (found['DEF 14A']) links.push({ labelZh: '股東會說明書 DEF 14A', url: found['DEF 14A'], source: 'SEC' });
+  } catch { /* */ }
+  return links;
+}
+
+function entityGroups(names, label, note) {
+  const list = (names || []).filter(Boolean).slice(0, 10);
+  if (!list.length) return [];
+  return [{ label, entities: list, note }];
+}
+
+/** 把 10-K 抽出的公司名＋產業 fallback 合成上下游結構 */
+export function mergeIndustryChainWithHints(symbol, chain, hints = {}, profileExt = {}, profile = {}) {
+  const base = chain || {};
+  const industry = `${profileExt.industry || ''} ${profileExt.sector || profile.industry || ''}`.toLowerCase();
+
+  let upstreamDetail = base.upstreamDetail?.length ? [...base.upstreamDetail] : [];
+  let downstreamDetail = base.downstreamDetail?.length ? [...base.downstreamDetail] : [];
+  let peers = base.peers?.length ? [...base.peers] : [...(profileExt.peers || [])];
+
+  if (hints.suppliers?.length) {
+    upstreamDetail = appendDetailNames(upstreamDetail, hints.suppliers, '供應商（10-K）', 'SEC 年報提及', symbol);
+  }
+  if (hints.customers?.length) {
+    downstreamDetail = appendDetailNames(downstreamDetail, hints.customers, '客戶（10-K）', 'SEC 年報提及', symbol);
+  }
+  const ind = industry.toLowerCase();
+  if (/semiconductor|chip/i.test(ind)) {
+    upstreamDetail = appendDetailNames(
+      upstreamDetail,
+      SECTOR_SUPPLIER_TICKERS.semiconductor,
+      '產業常見供應商',
+      '半導體鏈',
+      symbol,
+    );
+  }
+  if (hints.competitors?.length) {
+    const from10k = hints.competitors.map(c => String(c).replace(/\s+(Inc\.|Corp\.|Corporation|Ltd\.|LLC|Co\.)/i, '').trim().toUpperCase())
+      .filter(c => isTradableSymbol(c));
+    peers = [...new Set([...peers, ...from10k])].filter(p => p !== symbol).slice(0, 12);
+  }
+
+  const flatUp = upstreamDetail.flatMap(g => g.entities || [g.label]).filter(Boolean);
+  const flatDown = downstreamDetail.flatMap(g => g.entities || [g.label]).filter(Boolean);
+
+  return finalizeIndustryChain({
+    ...base,
+    upstream: flatUp.length ? flatUp : base.upstream,
+    downstream: flatDown.length ? flatDown : base.downstream,
+    upstreamDetail,
+    downstreamDetail,
+    peers,
+
+    tenKExcerpt: hints.excerpt ? String(hints.excerpt).slice(0, 480) : base.tenKExcerpt || null,
+    chainSource: hints.source || base.chainSource || (hints.excerpt ? 'SEC 10-K' : null),
+    chainSources: [...new Set([...(base.chainSources || []), hints.excerpt ? 'SEC 10-K' : null].filter(Boolean))],
+    searches: [],
+  }, symbol);
+}
+
+export async function buildCompanyResources(symbol, profile = {}, management = {}) {
+  const links = [];
+  const ir = resolveInvestorRelationsUrl(profile.website || management.website);
+  if (ir) links.push({ labelZh: '投資人關係／官網', url: ir.url, source: '官網' });
+  const sec = await buildSecResourceLinks(symbol).catch(() => []);
+  return [...links, ...sec];
+}
\ No newline at end of file
diff --git a/lib/companyintel-refresh.js b/lib/companyintel-refresh.js
new file mode 100644
index 0000000..e3bdd32
--- /dev/null
+++ b/lib/companyintel-refresh.js
@@ -0,0 +1,68 @@
+// 公司研究同步節奏：首次進入必抓；之後等到「下次財報／公開」再更新
+import { fetchEarningsEvents } from './calendar.js';
+
+function addDaysISO(base, days) {
+  const d = new Date(base + 'T12:00:00Z');
+  d.setUTCDate(d.getUTCDate() + days);
+  return d.toISOString().slice(0, 10);
+}
+
+function todayISO() {
+  return new Date().toISOString().slice(0, 10);
+}
+
+/** 下次允許重新抓取的日期 = 下一個財報日（尚無則約一季後） */
+export async function computeNextPublicRefresh(symbol) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  const today = todayISO();
+  const end = addDaysISO(today, 200);
+  try {
+    const events = await fetchEarningsEvents(today, end, [symbol]);
+    const upcoming = (events || [])
+      .filter(e => e.date && e.date > today)
+      .sort((a, b) => a.date.localeCompare(b.date));
+    if (upcoming.length) {
+      const next = upcoming[0];
+      return {
+        nextRefreshAfter: next.date,
+        nextPublicLabel: next.title || `${symbol} 財報`,
+        nextPublicDate: next.date,
+      };
+    }
+  } catch { /* fallback */ }
+  const fallback = addDaysISO(today, 92);
+  return {
+    nextRefreshAfter: fallback,
+    nextPublicLabel: '約一季後（暫無財報日曆）',
+    nextPublicDate: fallback,
+  };
+}
+
+export function intelRefreshPolicy(enrichedRow) {
+  const data = enrichedRow?.data || {};
+  const lastSyncAt = data.lastSyncAt || enrichedRow?.updatedAt || null;
+  const nextRefreshAfter = data.nextRefreshAfter || null;
+  const today = todayISO();
+  const neverSynced = !lastSyncAt;
+  const due = nextRefreshAfter ? today >= nextRefreshAfter : false;
+  const needsSync = neverSynced || due;
+  let skipReason = null;
+  if (!needsSync && nextRefreshAfter) {
+    skipReason = `已同步；下次更新：${nextRefreshAfter}（${data.nextPublicLabel || '下次財報／公開'}）`;
+  } else if (!needsSync) {
+    skipReason = '已同步';
+  }
+  return {
+    needsSync,
+    lastSyncAt: lastSyncAt ? new Date(lastSyncAt).toISOString() : null,
+    nextRefreshAfter,
+    nextPublicLabel: data.nextPublicLabel || null,
+    skipReason,
+  };
+}
+
+export function shouldRunIntelSync(enrichedRow, { force = false } = {}) {
+  if (force) return { run: true, reason: 'force' };
+  const p = intelRefreshPolicy(enrichedRow);
+  return { run: p.needsSync, reason: p.needsSync ? 'first_or_due' : 'wait_public', ...p };
+}
\ No newline at end of file
diff --git a/lib/companyintel-sources.js b/lib/companyintel-sources.js
new file mode 100644
index 0000000..7ee0d14
--- /dev/null
+++ b/lib/companyintel-sources.js
@@ -0,0 +1,338 @@
+// 公司研究：多來源抓取（台灣／國際新聞、簡介、10-K 供應鏈線索、管理層動態）
+import { yahooQuoteSummary, yahooFinanceSearchNews } from './yahoo-session.js';
+import {
+  cleanNewsPlain, cleanGoogleNewsTitle, parseGoogleRssDescription, normalizeNewsItem,
+} from './news-text.js';
+
+const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
+const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';
+
+async function text(url, headers = {}, ms = 14000) {
+  const ctrl = new AbortController();
+  const timer = setTimeout(() => ctrl.abort(), ms);
+  try {
+    const res = await fetch(url, { headers: { 'User-Agent': UA, ...headers }, signal: ctrl.signal });
+    if (!res.ok) throw new Error(`HTTP ${res.status}`);
+    return await res.text();
+  } finally { clearTimeout(timer); }
+}
+
+async function json(url, headers = {}, ms = 14000) {
+  return JSON.parse(await text(url, { Accept: 'application/json,text/plain,*/*', ...headers }, ms));
+}
+
+const strip = (s) => cleanNewsPlain(s);
+const tag = (block, name) => block.match(new RegExp(`<${name}[^>]*>([\\s\\S]*?)<\\/${name}>`, 'i'))?.[1]?.trim() || '';
+
+function parseGoogleRss(xml, region, limit = 12) {
+  const items = [...String(xml || '').matchAll(/<item>([\s\S]*?)<\/item>/gi)]
+    .map(m => m[1])
+    .slice(0, limit);
+  return items.map(block => {
+    const title = cleanGoogleNewsTitle(tag(block, 'title'));
+    const link = tag(block, 'link') || (block.match(/<link[^>]*>([^<]+)<\/link>/i)?.[1] || '').trim();
+    const pub = tag(block, 'pubDate');
+    const { anchorText, fontPub } = parseGoogleRssDescription(tag(block, 'description'));
+    const sourceName = cleanNewsPlain(tag(block, 'source'));
+    const publisher = sourceName || fontPub || 'Google 新聞';
+    let description = '';
+    if (anchorText && anchorText !== title && anchorText.length > 6 && !/news\.google\.com/i.test(anchorText)) {
+      description = anchorText;
+    }
+    return normalizeNewsItem({
+      title,
+      titleZh: title,
+      description: description.slice(0, 400),
+      descriptionZh: description.slice(0, 400),
+      url: link,
+      publisher,
+      created: pub ? new Date(pub).toISOString().slice(0, 10) : null,
+      region,
+      source: region === 'tw' ? 'Google 新聞（台灣）' : 'Google 新聞（國際）',
+    });
+  }).filter(n => n.titleZh && n.url);
+}
+
+export async function fetchTaiwanNews(symbol, companyName) {
+  const queries = [
+    /NVDA/i.test(symbol) ? '輝達' : null,
+    `${symbol} 台股`,
+    `${symbol} 美股`,
+    companyName && /[\u4e00-\u9fff]/.test(companyName) ? companyName : null,
+  ].filter(Boolean);
+  const seen = new Set();
+  const out = [];
+  for (const q of queries) {
+    try {
+      const url = `https://news.google.com/rss/search?q=${encodeURIComponent(q)}&hl=zh-TW&gl=TW&ceid=TW:zh-Hant`;
+      const xml = await text(url, { Accept: 'application/rss+xml, application/xml, text/xml, */*' }, 10000);
+      for (const item of parseGoogleRss(xml, 'tw', 15)) {
+        const key = item.url;
+        if (seen.has(key)) continue;
+        seen.add(key);
+        out.push(item);
+      }
+    } catch { /* next query */ }
+    if (out.length >= 12) break;
+  }
+  return out.slice(0, 12);
+}
+
+export async function fetchGlobalNews(symbol) {
+  const out = [];
+  const seen = new Set();
+  try {
+    const yNews = await yahooFinanceSearchNews(symbol, 14);
+    for (const n of yNews) {
+      const item = normalizeNewsItem({
+        title: n.title,
+        titleZh: n.title,
+        description: strip(n.summary || ''),
+        descriptionZh: strip(n.summary || ''),
+        url: n.link,
+        publisher: n.publisher || 'Yahoo Finance',
+        created: n.providerPublishTime ? new Date(n.providerPublishTime * 1000).toISOString().slice(0, 10) : null,
+        region: 'global',
+        source: 'Yahoo Finance',
+      });
+      if (item.url && !seen.has(item.url)) { seen.add(item.url); out.push(item); }
+    }
+  } catch { /* */ }
+  try {
+    const y = await json(`https://query1.finance.yahoo.com/v1/finance/search?q=${encodeURIComponent(symbol)}&newsCount=12&quotesCount=0`);
+    for (const n of y.news || []) {
+      const item = normalizeNewsItem({
+        title: n.title,
+        titleZh: n.title,
+        description: strip(n.summary || ''),
+        descriptionZh: strip(n.summary || ''),
+        url: n.link,
+        publisher: n.publisher || 'Yahoo Finance',
+        created: n.providerPublishTime ? new Date(n.providerPublishTime * 1000).toISOString().slice(0, 10) : null,
+        region: 'global',
+        source: 'Yahoo Finance',
+      });
+      if (item.url && !seen.has(item.url)) { seen.add(item.url); out.push(item); }
+    }
+  } catch { /* */ }
+
+  for (const q of [`${symbol} stock`, `${symbol} earnings CEO`]) {
+    try {
+      const url = `https://news.google.com/rss/search?q=${encodeURIComponent(q)}&hl=en-US&gl=US&ceid=US:en`;
+      const xml = await text(url, {}, 10000);
+      for (const item of parseGoogleRss(xml, 'global', 10)) {
+        if (seen.has(item.url)) continue;
+        seen.add(item.url);
+        out.push(item);
+      }
+    } catch { /* */ }
+    if (out.length >= 14) break;
+  }
+
+  try {
+    const d = await json(`https://api.nasdaq.com/api/news/topic/articlebysymbol?q=${encodeURIComponent(symbol)}|stocks&offset=0&limit=8&fallback=true`, {
+      Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
+    });
+    for (const r of d?.data?.rows || []) {
+      const url = r.url ? (r.url.startsWith('http') ? r.url : `https://www.nasdaq.com${r.url}`) : null;
+      if (!url || seen.has(url)) continue;
+      seen.add(url);
+      out.push(normalizeNewsItem({
+        title: r.title,
+        titleZh: r.title,
+        description: strip(r.description || ''),
+        descriptionZh: strip(r.description || ''),
+        url,
+        publisher: r.publisher || 'Nasdaq',
+        created: r.created || r.ago,
+        region: 'global',
+        source: 'Nasdaq',
+      }));
+    }
+  } catch { /* */ }
+
+  return out.slice(0, 14);
+}
+
+let _tickerMap = null;
+async function tickerToCik(symbol) {
+  if (!_tickerMap) {
+    const d = await json('https://www.sec.gov/files/company_tickers.json', { 'User-Agent': SEC_UA });
+    _tickerMap = {};
+    for (const k of Object.keys(d)) _tickerMap[String(d[k].ticker).toUpperCase()] = { cik: String(d[k].cik_str).padStart(10, '0'), name: d[k].title };
+  }
+  return _tickerMap[symbol] || null;
+}
+
+export async function fetchCompanyProfileExtended(symbol, seed = {}) {
+  if (seed.longBusinessSummary && seed.sector) {
+    return {
+      symbol,
+      longBusinessSummary: seed.longBusinessSummary,
+      website: seed.website || null,
+      sector: seed.sector,
+      industry: seed.industry || null,
+      country: seed.country || null,
+      employees: seed.fullTimeEmployees ?? null,
+      peers: seed.peers || [],
+      source: seed.source || 'Yahoo assetProfile',
+    };
+  }
+  let profile = { symbol, longBusinessSummary: null, website: null, sector: null, industry: null, country: null, employees: null, peers: [] };
+  try {
+    const d = await yahooQuoteSummary(symbol, 'assetProfile,summaryProfile,peer');
+    const p = d?.assetProfile || {};
+    const sp = d?.summaryProfile || {};
+    const peers = (d?.peer?.symbols || [])
+      .map(s => String(s).split('.').pop()?.toUpperCase()).filter(s => s && s !== symbol);
+    profile = {
+      symbol,
+      longBusinessSummary: p.longBusinessSummary || sp.longBusinessSummary || null,
+      website: p.website || sp.website || null,
+      sector: p.sector || sp.sector || null,
+      industry: p.industry || sp.industry || null,
+      country: p.country || sp.country || null,
+      employees: p.fullTimeEmployees ?? sp.fullTimeEmployees ?? null,
+      peers: [...new Set(peers)].slice(0, 12),
+      source: 'Yahoo quoteSummary',
+    };
+  } catch { /* */ }
+  return profile;
+}
+
+function extractNamedEntities(section) {
+  const names = new Set();
+  const patterns = [
+    /(?:customers?|clients?|suppliers?|competitors?|partners?)[^.]{0,400}/gi,
+    /\b([A-Z][A-Za-z0-9&.\- ]{2,40}(?:Inc\.|Corp\.|Corporation|Ltd\.|LLC|Co\.))/g,
+  ];
+  for (const re of patterns) {
+    for (const m of section.matchAll(re)) {
+      const chunk = m[1] || m[0];
+      const hits = chunk.match(/\b([A-Z][A-Za-z0-9&.\- ]{2,35}(?:Inc\.|Corp\.|Corporation|Ltd\.|LLC|Co\.))/g) || [];
+      for (const h of hits) {
+        const n = h.trim();
+        if (n.length > 3 && n.length < 50) names.add(n);
+      }
+    }
+  }
+  return [...names].slice(0, 15);
+}
+
+function extract10kSuppliers(plain) {
+  const names = new Set();
+  const chunks = [
+    plain.match(/(?:suppliers?|supply\s+chain|sole\s+supplier|third[- ]party\s+manufactur)[^.]{0,2000}/gi) || [],
+    plain.match(/(?:we\s+(?:rely|depend)\s+(?:on|upon)\s+)[^.]{0,800}/gi) || [],
+    plain.match(/(?:contract\s+manufactur|foundry)[^.]{0,1200}/gi) || [],
+  ].flat();
+  for (const block of chunks) {
+    for (const n of extractNamedEntities(block)) names.add(n);
+    for (const m of block.matchAll(/\b(TSMC|Taiwan Semiconductor|Samsung|SK\s*Hynix|Micron|ASML|Synopsys|Cadence|Foxconn|Hon\s*Hai)\b/gi)) {
+      names.add(m[1].trim());
+    }
+  }
+  return [...names].slice(0, 18);
+}
+
+function extract10kCustomers(plain) {
+  const names = new Set();
+  const chunks = plain.match(/(?:major\s+customers?|principal\s+customers?|customers?\s+include|accounted\s+for\s+\d+%)[^.]{0,2000}/gi) || [];
+  for (const block of chunks) {
+    for (const n of extractNamedEntities(block)) names.add(n);
+    for (const m of block.matchAll(/\b(Microsoft|Amazon|Google|Alphabet|Meta|Apple|Tesla|Oracle)\b/gi)) {
+      names.add(m[1].trim());
+    }
+    for (const m of block.matchAll(/\b(Dell\s+Technologies|Hewlett[\s-]?Packard\s+Enterprise|Super\s*Micro\s+Computer|Lenovo|Cisco)\b/gi)) {
+      names.add(m[1].trim());
+    }
+  }
+  return [...names].slice(0, 18);
+}
+
+export async function fetch10kChainHints(symbol) {
+  const hit = await tickerToCik(symbol);
+  if (!hit) return { excerpt: null, customers: [], suppliers: [], competitors: [] };
+  const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
+  const f = sub.filings?.recent || {};
+  let accn = null;
+  let primary = null;
+  for (let i = 0; i < (f.form || []).length; i++) {
+    if (f.form[i] === '10-K') {
+      accn = f.accessionNumber[i];
+      primary = f.primaryDocument?.[i];
+      break;
+    }
+  }
+  if (!accn || !primary) return { excerpt: null, customers: [], suppliers: [], competitors: [] };
+  const accNo = accn.replace(/-/g, '');
+  const url = `https://www.sec.gov/Archives/edgar/data/${Number(hit.cik)}/${accNo}/${primary}`;
+  const html = await text(url, { 'User-Agent': SEC_UA }, 28000);
+  const plain = strip(html).slice(0, 180000);
+  const custSec = plain.match(/(?:major customers?|principal customers?|customers? include)[^.]{0,1200}/i)?.[0] || '';
+  const supSec = plain.match(/(?:suppliers?|supply chain|manufacturing)[^.]{0,1200}/i)?.[0] || '';
+  const compSec = plain.match(/(?:competition|competitors?)[^.]{0,1200}/i)?.[0] || '';
+  const bizSec = plain.match(/(?:business overview|description of business)[^.]{0,2500}/i)?.[0] || plain.slice(0, 2500);
+  const customers = [...new Set([...extractNamedEntities(custSec), ...extract10kCustomers(plain)])];
+  const suppliers = [...new Set([...extractNamedEntities(supSec), ...extract10kSuppliers(plain)])];
+  return {
+    excerpt: bizSec.slice(0, 2000),
+    customers,
+    suppliers,
+    competitors: extractNamedEntities(compSec),
+    source: 'SEC 10-K',
+    filingUrl: url,
+    companyName: hit.name,
+  };
+}
+
+const MGMT_KW = /chief executive|ceo|cfo|coo|president|board|director|executive|resign|appoint|compensation|guidance|layoff|restructur|merger|acquisition|investigation|subpoena|執行長|財務長|董事|人事|裁員|併購|收購|指引|調查/i;
+
+export function filterManagementNews(news) {
+  return (news || []).filter(n => MGMT_KW.test(`${n.title} ${n.description}`)).slice(0, 10);
+}
+
+export async function fetchRecent8kHeadlines(symbol) {
+  const hit = await tickerToCik(symbol);
+  if (!hit) return [];
+  const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
+  const f = sub.filings?.recent || {};
+  const out = [];
+  for (let i = 0; i < (f.form || []).length && out.length < 8; i++) {
+    if (!/^8-K/i.test(f.form[i])) continue;
+    out.push({
+      form: f.form[i],
+      filedDate: f.filingDate[i],
+      description: f.primaryDocDescription?.[i] || '',
+      accession: f.accessionNumber[i],
+      url: `https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=${hit.cik}&type=8-K&dateb=&owner=include&count=40`,
+    });
+  }
+  return out;
+}
+
+export async function gatherIntelSources(symbol, profile = {}) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  const [profileExt, hints, headlines] = await Promise.all([
+    fetchCompanyProfileExtended(symbol, profile).catch(() => ({})),
+    fetch10kChainHints(symbol).catch(() => ({})),
+    fetchRecent8kHeadlines(symbol).catch(() => []),
+  ]);
+  const companyName = profile.name || profile.companyName || hints?.companyName || null;
+  const [newsTw, newsGlobal] = await Promise.all([
+    fetchTaiwanNews(symbol, companyName).catch(() => []),
+    fetchGlobalNews(symbol).catch(() => []),
+  ]);
+  const mgmtRaw = filterManagementNews([...newsTw, ...newsGlobal]);
+  return {
+    symbol,
+    gatheredAt: new Date().toISOString(),
+    profileExt,
+    hints,
+    headlines8k: headlines,
+    newsTw,
+    newsGlobal,
+    managementNewsRaw: mgmtRaw,
+    companyName: companyName || hints?.companyName || profileExt?.symbol,
+  };
+}
\ No newline at end of file
diff --git a/lib/companyintel.js b/lib/companyintel.js
index a5f1b49..1a3c4d7 100644
--- a/lib/companyintel.js
+++ b/lib/companyintel.js
@@ -1,6 +1,30 @@
 // ═══════════════════════════════════════════════════════════
-//  companyintel.js — 公司研究資料：管理層、內部人交易、新聞、產業鏈入口
+//  companyintel.js — 公司研究資料：管理層、內部人交易、新聞、產業鏈
 // ═══════════════════════════════════════════════════════════
+import { getCompanyIntelCustom, getCompanyIntelEnriched } from './db.js';
+import { localizeIntel, mergeCustomIntel, sanitizeOfficers, isOfficerRow, looksLikePersonName, looksLikeExecutiveTitle } from './companyintel-i18n.js';
+import { gatherIntelSources, fetch10kChainHints } from './companyintel-sources.js';
+import { mergeIndustryChainWithHints, buildCompanyResources } from './companyintel-links.js';
+import {
+  mergeNewsIntoChain, finalizeIndustryChain, layoutPeersIntoGrid, sanitizeChainExcerpt, ensureDownstreamBuyers,
+} from './companyintel-chain.js';
+import { applyEnrichedToIntel, syncCompanyIntelEnriched, attachIntelSyncStatus } from './companyintel-ai.js';
+import { normalizeNewsList } from './news-text.js';
+
+/** API 快取命中時仍清理新聞欄位（舊快取可能含 Google RSS 跳脫 HTML） */
+export function sanitizeIntelNewsPayload(payload) {
+  if (!payload || typeof payload !== 'object') return payload;
+  const newsTw = normalizeNewsList(payload.newsTw);
+  const newsGlobal = normalizeNewsList(payload.newsGlobal);
+  return {
+    ...payload,
+    newsTw,
+    newsGlobal,
+    news: normalizeNewsList(payload.news?.length ? payload.news : [...newsTw, ...newsGlobal]).slice(0, 20),
+  };
+}
+import { yahooQuoteSummary, resetYahooAuth, sleep } from './yahoo-session.js';
+
 const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
 const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';
 
@@ -22,7 +46,7 @@ const num = (s) => {
   const n = Number(String(s).replace(/[$,%\s,]/g, ''));
   return Number.isFinite(n) ? n : null;
 };
-const tag = (src, name) => src.match(new RegExp(`<${name}>([\\s\\S]*?)<\\/${name}>`, 'i'))?.[1]?.trim() || null;
+const tag = (src, name) => src.match(new RegExp(`<${name}>([\\s\S]*?)<\\/${name}>`, 'i'))?.[1]?.trim() || null;
 
 let _tickerMap = null;
 async function tickerToCik(symbol) {
@@ -34,35 +58,23 @@ async function tickerToCik(symbol) {
   return _tickerMap[symbol] || null;
 }
 
-let _auth = { cookie: null, crumb: null, at: 0 };
-async function yahooAuth() {
-  if (_auth.crumb && Date.now() - _auth.at < 3600e3) return _auth;
-  const r1 = await fetch('https://fc.yahoo.com/', { headers: { 'User-Agent': UA } }).catch(() => null);
-  const cookie = (r1 && (r1.headers.get('set-cookie') || '')).split(';')[0] || '';
-  const r2 = await fetch('https://query2.finance.yahoo.com/v1/test/getcrumb', { headers: { 'User-Agent': UA, Cookie: cookie } });
-  const crumb = (await r2.text()).trim();
-  if (!crumb || crumb.includes('<')) throw new Error('無法取得 Yahoo crumb');
-  _auth = { cookie, crumb, at: Date.now() };
-  return _auth;
-}
-
 async function fetchManagement(symbol) {
   try {
-    const { cookie, crumb } = await yahooAuth();
-    const d = await json(`https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(symbol)}?modules=assetProfile&crumb=${encodeURIComponent(crumb)}`, { Cookie: cookie });
-    const p = d?.quoteSummary?.result?.[0]?.assetProfile || {};
+    const r = await yahooQuoteSummary(symbol, 'assetProfile');
+    const p = r?.assetProfile || {};
     return {
       sector: p.sector || null,
       industry: p.industry || null,
       website: p.website || null,
       fullTimeEmployees: p.fullTimeEmployees ?? null,
-      officers: (p.companyOfficers || []).slice(0, 10).map(o => ({
+      longBusinessSummary: p.longBusinessSummary || null,
+      officers: sanitizeOfficers((p.companyOfficers || []).slice(0, 12).map(o => ({
         name: o.name || '',
         title: o.title || '',
         age: o.age ?? null,
         fiscalYear: o.fiscalYear ?? null,
         totalPay: o.totalPay?.raw ?? null,
-      })),
+      }))).filter(o => o.name),
       source: 'Yahoo assetProfile',
     };
   } catch {
@@ -70,6 +82,125 @@ async function fetchManagement(symbol) {
   }
 }
 
+/** Yahoo 限流時重試；仍失敗則用 SEC 10-K（僅美股） */
+async function resolveManagement(symbol) {
+  let m = await fetchManagement(symbol);
+  if ((m.officers || []).length >= 2) return m;
+  await sleep(800);
+  resetYahooAuth();
+  const retry = await fetchManagement(symbol);
+  if ((retry.officers || []).length > (m.officers || []).length) m = retry;
+  if ((m.officers || []).length >= 2) return m;
+  const secOfficers = sanitizeOfficers(await fetchOfficersFromSec10k(symbol).catch(() => []));
+  if (secOfficers.length) {
+    return { ...m, officers: secOfficers, source: 'SEC 10-K' };
+  }
+  const defOfficers = await fetchOfficersFromDef14a(symbol).catch(() => []);
+  if (defOfficers.length) {
+    return { ...m, officers: defOfficers, source: 'SEC DEF 14A' };
+  }
+  return m;
+}
+
+/** 從股東會說明書（DEF 14A）抓高管：Yahoo／10-K 都失敗時用（例如 AAPL） */
+async function fetchOfficersFromDef14a(symbol) {
+  const hit = await tickerToCik(symbol);
+  if (!hit) return [];
+  const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
+  const f = sub.filings?.recent || {};
+  let accn = null;
+  let primary = null;
+  for (let i = 0; i < (f.form || []).length; i++) {
+    if (f.form[i] === 'DEF 14A') {
+      accn = f.accessionNumber[i];
+      primary = f.primaryDocument?.[i];
+      break;
+    }
+  }
+  if (!accn || !primary) return [];
+  const accNo = accn.replace(/-/g, '');
+  const html = await text(`https://www.sec.gov/Archives/edgar/data/${Number(hit.cik)}/${accNo}/${primary}`, { 'User-Agent': SEC_UA }, 28000);
+  const uniq = new Map();
+  const addPair = (name, title) => {
+    if (!isOfficerRow(name, title)) return;
+    uniq.set(name.toLowerCase(), { name, title: stripHtml(title), source: 'SEC DEF 14A' });
+  };
+  const election = html.match(/Election of Directors:\s*([^<]{20,400})/i)?.[1];
+  if (election) {
+    for (const name of election.split(',').map(s => stripHtml(s)).filter(Boolean)) {
+      if (!looksLikePersonName(name)) continue;
+      addPair(name, 'Director');
+    }
+  }
+  for (const label of ['Chief Executive Officer', 'Chief Financial Officer', 'Chief Operating Officer', 'Senior Vice President', 'General Counsel']) {
+    let idx = 0;
+    while (uniq.size < 14) {
+      idx = html.indexOf(label, idx);
+      if (idx < 0) break;
+      const before = stripHtml(html.slice(Math.max(0, idx - 160), idx));
+      const nameM = before.match(/([A-Z][a-z]+(?:\s+[A-Z]\.?)?\s+[A-Z][a-z]+)\s*$/);
+      if (nameM) addPair(nameM[1], label);
+      idx += label.length;
+    }
+  }
+  for (const name of [...uniq.keys()]) {
+    const display = uniq.get(name).name;
+    const pos = html.indexOf(display);
+    if (pos < 0) continue;
+    const chunk = html.slice(pos, pos + 520);
+    const titleM = chunk.match(/((?:Former\s+)?(?:Senior|Executive|Chief|General)[\s\S]{8,120}?)(?=\s*<p|\s*<td|\s*<div|$)/i);
+    const better = stripHtml(titleM?.[1] || '');
+    if (better && looksLikeExecutiveTitle(better)) {
+      uniq.set(name, { name: display, title: better, source: 'SEC DEF 14A' });
+    }
+  }
+  return sanitizeOfficers([...uniq.values()].filter(o => o.title !== 'Director' || uniq.size <= 4).slice(0, 12));
+}
+
+const stripHtml = (s) => String(s || '').replace(/<[^>]+>/g, ' ').replace(/&#160;/g, ' ').replace(/\s+/g, ' ').trim();
+
+async function fetchOfficersFromSec10k(symbol) {
+  const hit = await tickerToCik(symbol);
+  if (!hit) return [];
+  const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`, { 'User-Agent': SEC_UA });
+  const f = sub.filings?.recent || {};
+  let accn = null;
+  let primary = null;
+  for (let i = 0; i < (f.form || []).length; i++) {
+    if (f.form[i] === '10-K') {
+      accn = f.accessionNumber[i];
+      primary = f.primaryDocument?.[i];
+      break;
+    }
+  }
+  if (!accn || !primary) return [];
+  const accNo = accn.replace(/-/g, '');
+  const url = `https://www.sec.gov/Archives/edgar/data/${Number(hit.cik)}/${accNo}/${primary}`;
+  const html = await text(url, { 'User-Agent': SEC_UA }, 25000);
+  const item10 = html.search(/Item\s*10[\s\S]{0,120}(Executive Officers|Directors)/i);
+  const slice = item10 >= 0 ? html.slice(item10, item10 + 120000) : html.slice(0, 120000);
+  const rows = [...slice.matchAll(/<tr[^>]*>([\s\S]*?)<\/tr>/gi)].map(m => m[1]);
+  const officers = [];
+  for (const row of rows) {
+    const cells = [...row.matchAll(/<t[dh][^>]*>([\s\S]*?)<\/t[dh]>/gi)].map(m => stripHtml(m[1]));
+    if (cells.length < 2) continue;
+    const title = cells.find(c => /Chief|President|Officer|Counsel|Operations|Financial|Accounting|Field/i.test(c) && c.length < 140);
+    const name = cells.find(c =>
+      c.length > 3 && c.length < 70
+      && !/Chief|President|Officer|Director|Age|Name|Title|NVIDIA|Common|Stock|Item|Action/i.test(c)
+      && /[A-Za-z]/.test(c),
+    );
+    if (!isOfficerRow(name, title)) continue;
+    officers.push({ name, title, source: 'SEC 10-K' });
+  }
+  const uniq = new Map();
+  for (const o of officers) {
+    const key = o.name.toLowerCase();
+    if (!uniq.has(key)) uniq.set(key, o);
+  }
+  return [...uniq.values()].slice(0, 12);
+}
+
 function parseForm4(txt, filing) {
   const xml = txt.slice(txt.indexOf('<ownershipDocument'));
   const ownerBlock = xml.match(/<reportingOwner>([\s\S]*?)<\/reportingOwner>/i)?.[1] || '';
@@ -100,6 +231,7 @@ function parseForm4(txt, filing) {
     url: filing.url,
   };
 }
+
 async function fetchInsiderTransactions(symbol) {
   const hit = await tickerToCik(symbol);
   if (!hit) return [];
@@ -124,81 +256,210 @@ async function fetchInsiderTransactions(symbol) {
   return out;
 }
 
-async function fetchNews(symbol) {
-  const d = await json(`https://api.nasdaq.com/api/news/topic/articlebysymbol?q=${encodeURIComponent(symbol)}|stocks&offset=0&limit=8&fallback=true`, {
-    Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/',
-  }).catch(() => null);
-  return (d?.data?.rows || []).slice(0, 8).map(r => ({
-    title: r.title,
-    publisher: r.publisher,
-    created: r.created || r.ago,
-    description: strip(r.description || ''),
-    url: r.url ? (r.url.startsWith('http') ? r.url : `https://www.nasdaq.com${r.url}`) : null,
-    relatedSymbols: (r.related_symbols || []).map(x => String(x).split('|')[0].toUpperCase()).filter(Boolean),
-  }));
-}
-
-function industryChain(symbol, profile = {}) {
+function industryChainFallback(symbol, profile = {}) {
   const industry = `${profile.industry || ''} ${profile.sector || ''}`.toLowerCase();
   const maps = [
     {
       match: /semiconductor|chip|accelerated|technology/,
       upstream: ['EDA/IP 軟體', '晶圓代工', '先進封裝', 'HBM/記憶體', '半導體設備', 'ABF/載板'],
+      upstreamNamed: ['TSM', 'ASML', 'AMAT', 'LRCX', 'KLAC', 'MU', 'SNPS', 'CDNS'],
       peers: ['AMD', 'AVGO', 'QCOM', 'MRVL', 'TSM', 'ASML', 'MU'],
-      downstream: ['雲端資料中心', 'AI 伺服器 OEM/ODM', '企業 AI 軟體', '自駕車/機器人', '遊戲與工作站'],
+      downstream: ['雲端資料中心', '企業 AI 軟體', '自駕車/機器人', '遊戲與工作站'],
+      downstreamNamed: [
+        { label: 'AI 伺服器 OEM', entities: ['DELL', 'HPE', 'SMCI'], note: '採購 GPU 組裝銷售' },
+        { label: '雲端與大型企業', entities: ['MSFT', 'AMZN', 'GOOGL', 'META'], note: '資料中心 GPU 需求' },
+      ],
+      midstream: { role: '晶片設計／GPU 平台', segments: ['資料中心 GPU', '遊戲 GPU', '軟體 CUDA'] },
     },
     {
       match: /software|internet|communication|media/,
       upstream: ['雲端基礎設施', '資料中心', '廣告技術', '內容/資料供應商'],
       peers: ['MSFT', 'GOOGL', 'META', 'AMZN', 'CRM', 'ORCL'],
       downstream: ['企業客戶', '消費者流量', '開發者生態', '廣告主'],
-    },
-    {
-      match: /consumer|retail|apparel/,
-      upstream: ['原物料', '製造代工', '物流倉儲', '通路平台'],
-      peers: ['AMZN', 'WMT', 'COST', 'TGT', 'NKE'],
-      downstream: ['消費者', '會員訂閱', '門市/電商通路'],
+      midstream: { role: '軟體／平台', segments: ['訂閱', '廣告', '雲端服務'] },
     },
   ];
   const hit = maps.find(m => m.match.test(industry)) || {
-    upstream: ['原物料/零組件', '設備與服務供應商', '物流與通路', '資本支出供應商'],
+    upstream: ['原物料/零組件', '設備與服務供應商'],
+    upstreamNamed: [],
     peers: [],
-    downstream: ['終端客戶', '企業採購', '通路夥伴', '替代產品'],
+    downstream: ['終端客戶', '企業採購', '通路夥伴'],
+    downstreamNamed: [],
+    midstream: { role: profile.industry || '核心業務', segments: [] },
   };
-  const q = encodeURIComponent(`${symbol} suppliers customers upstream downstream competitors`);
+  const upDetail = hit.upstreamNamed?.length
+    ? [{ label: '供應商', entities: hit.upstreamNamed, note: '產業鏈慣例' },
+      ...hit.upstream.map(u => ({ label: u, entities: [u], note: '' }))]
+    : hit.upstream.map(u => ({ label: u, entities: [u], note: '' }));
   return {
     upstream: hit.upstream,
-    peers: hit.peers.filter(s => s !== symbol),
+    upstreamDetail: upDetail,
     downstream: hit.downstream,
-    searches: [
-      { label: '供應商 / 客戶', url: `https://www.google.com/search?q=${q}` },
-      { label: '10-K supply chain', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} 10-K suppliers customers supply chain`)}` },
-      { label: '同業比較', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} competitors industry peers`)}` },
-    ],
+    downstreamDetail: (hit.downstreamNamed?.length
+      ? hit.downstreamNamed.map(d => ({
+        label: d.label || '購買方',
+        entities: d.entities || [],
+        note: d.note || '產業鏈慣例',
+      }))
+      : []).concat(hit.downstream.map(d => ({ label: d, entities: [d], note: '' }))),
+    peers: hit.peers.filter(s => s !== symbol),
   };
 }
 
-export async function getCompanyIntel(symbol, profile = {}) {
+/** 完整同步：多來源新聞 + AI 結構化 + 寫入 DB */
+export async function runCompanyIntelSync(symbol, profile = {}, opts = {}) {
+  const management = await resolveManagement(symbol);
+  return syncCompanyIntelEnriched(symbol, { ...profile, ...management }, {
+    force: opts.force === true,
+    useAI: opts.useAI !== false,
+    management,
+  });
+}
+
+function buildDataHealth(fields) {
+  const notes = [];
+  if (!fields.officers) notes.push('管理層名單未取得（可按「強制更新」重試）');
+  if (!fields.newsTw && !fields.newsGlobal) notes.push('新聞來源暫時無回應');
+  if (!fields.insiders && fields.usListing) notes.push('近期無 SEC Form 4 或 CIK 對應失敗');
+  if (!fields.insiders && !fields.usListing) notes.push('非美股標的，無 SEC 內部人申報');
+  if (!fields.profileDesc) notes.push('公司簡介待同步後整理為中文');
+  return { ...fields, notes };
+}
+
+export async function getCompanyIntel(symbol, profile = {}, opts = {}) {
   symbol = String(symbol || '').trim().toUpperCase();
-  const [management, insiders, news] = await Promise.all([
-    fetchManagement(symbol),
-    fetchInsiderTransactions(symbol).catch(() => []),
-    fetchNews(symbol).catch(() => []),
-  ]);
-  return {
+  const management = await resolveManagement(symbol);
+  const usListing = /^[A-Z][A-Z0-9.\-]{0,7}$/.test(symbol) && !symbol.includes('.');
+
+  let bundle = null;
+  let enrichedRow = getCompanyIntelEnriched(symbol);
+  if (opts.sync) {
+    const sync = await runCompanyIntelSync(symbol, { ...profile, ...management }, { force: opts.force, useAI: opts.useAI });
+    bundle = sync.bundle;
+    enrichedRow = { data: sync.enriched, sources: sync.sources, updatedAt: Date.now() };
+  } else if (!enrichedRow) {
+    bundle = await gatherIntelSources(symbol, { ...profile, name: profile.name, ...management }).catch(() => null);
+  }
+
+  const insiders = usListing
+    ? await fetchInsiderTransactions(symbol).catch(() => [])
+    : [];
+
+  let newsTw = bundle?.newsTw || [];
+  let newsGlobal = bundle?.newsGlobal || [];
+  if (!newsTw.length && !newsGlobal.length && !opts.sync) {
+    const b = await gatherIntelSources(symbol, { ...profile, ...management }).catch(() => null);
+    if (b) {
+      newsTw = b.newsTw || [];
+      newsGlobal = b.newsGlobal || [];
+      bundle = b;
+    }
+  }
+
+  const custom = getCompanyIntelCustom(symbol);
+  let industryChain = industryChainFallback(symbol, { ...profile, ...management });
+  const hints = bundle?.hints || (usListing && !opts.sync
+    ? await fetch10kChainHints(symbol).catch(() => ({}))
+    : {});
+  if (hints && Object.keys(hints).length) {
+    industryChain = mergeIndustryChainWithHints(
+      symbol,
+      industryChain,
+      hints,
+      bundle?.profileExt || {},
+      { ...profile, ...management },
+    );
+  }
+  let profileZh = management.longBusinessSummary
+    ? { description: management.longBusinessSummary.slice(0, 500), businessModel: management.industry || profile.industry || '' }
+    : (bundle?.profileExt?.longBusinessSummary
+      ? { description: bundle.profileExt.longBusinessSummary.slice(0, 500), businessModel: bundle.profileExt.industry || '' }
+      : null);
+
+  const raw = {
     symbol,
     updatedAt: new Date().toISOString(),
-    management: {
-      ...management,
-      searches: [
-        { label: '管理層 / Leadership', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} executive officers management leadership`)}` },
-        { label: 'Proxy / DEF 14A', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} DEF 14A executive compensation board directors`)}` },
-        { label: 'Investor relations', url: `https://www.google.com/search?q=${encodeURIComponent(`${symbol} investor relations leadership`)}` },
-      ],
-    },
+    profileZh,
+    management: { ...management, searches: [] },
     insiders,
-    news,
-    industryChain: industryChain(symbol, { ...profile, ...management }),
-    sources: ['Yahoo assetProfile', 'SEC Form 4', 'Nasdaq News'],
+    news: normalizeNewsList([...newsTw, ...newsGlobal]).slice(0, 20),
+    newsTw: normalizeNewsList(newsTw),
+    newsGlobal: normalizeNewsList(newsGlobal),
+    managementBrief: (bundle?.managementNewsRaw || []).slice(0, 6).map(n => ({
+      date: n.created,
+      headline: n.titleZh || n.title,
+      summary: (n.descriptionZh || n.description || '').slice(0, 160),
+      impact: 'neutral',
+      source: n.publisher,
+      url: n.url,
+    })),
+    industryChain,
+    sources: [
+      management.source || 'Yahoo assetProfile',
+      'SEC Form 4',
+      'Google 新聞（台灣）',
+      'Google 新聞（國際）',
+      'Nasdaq / Yahoo Finance',
+      ...(enrichedRow?.sources || []),
+      ...(custom ? ['本機自訂'] : []),
+    ].filter(Boolean),
+    customUpdatedAt: custom?.updatedAt ? new Date(custom.updatedAt).toISOString() : null,
+    enrichedAt: enrichedRow?.updatedAt ? new Date(enrichedRow.updatedAt).toISOString() : null,
+    aiEnriched: enrichedRow?.data?.aiUsed || false,
+    enrichSources: enrichedRow?.sources || [],
   };
-}
+
+  let intel = mergeCustomIntel(localizeIntel(raw), custom?.data);
+  if (enrichedRow?.data) {
+    intel = applyEnrichedToIntel(intel, { ...enrichedRow.data, sources: enrichedRow.sources });
+  }
+  intel.newsTw = normalizeNewsList(intel.newsTw);
+  intel.newsGlobal = normalizeNewsList(intel.newsGlobal);
+  intel.news = normalizeNewsList(intel.news?.length ? intel.news : [...intel.newsTw, ...intel.newsGlobal]).slice(0, 20);
+  if (hints && Object.keys(hints).length) {
+    intel.industryChain = mergeIndustryChainWithHints(
+      symbol,
+      intel.industryChain,
+      hints,
+      bundle?.profileExt || {},
+      { ...profile, ...management },
+    );
+  }
+  const allNews = [...(intel.newsTw || []), ...(intel.newsGlobal || []), ...(intel.news || [])];
+  intel.industryChain = ensureDownstreamBuyers(
+    layoutPeersIntoGrid(
+      finalizeIndustryChain(mergeNewsIntoChain(intel.industryChain, allNews, symbol), symbol),
+      symbol,
+    ),
+    symbol,
+    { ...profile, ...management },
+  );
+  if (intel.industryChain.tenKExcerpt) {
+    intel.industryChain.tenKExcerpt = sanitizeChainExcerpt(intel.industryChain.tenKExcerpt);
+  }
+  const resources = usListing
+    ? await buildCompanyResources(symbol, { ...profile, website: management.website }, management).catch(() => [])
+    : [];
+  if (hints?.filingUrl) {
+    resources.unshift({ labelZh: '10-K 年報全文', url: hints.filingUrl, source: 'SEC' });
+  }
+  const seenUrl = new Set();
+  intel.resources = resources.filter(l => {
+    if (!l?.url || seenUrl.has(l.url)) return false;
+    seenUrl.add(l.url);
+    return true;
+  });
+  intel.management = { ...intel.management, searches: [], resources };
+  intel.chainLayout = enrichedRow?.data?.chainLayout || 'upstream_downstream_v2';
+  intel = attachIntelSyncStatus(intel, symbol);
+  intel.dataHealth = buildDataHealth({
+    officers: (intel.management?.officers || []).length > 0,
+    newsTw: (intel.newsTw || []).length > 0,
+    newsGlobal: (intel.newsGlobal || []).length > 0,
+    insiders: insiders.length > 0,
+    profileDesc: !!(intel.profileZh?.description?.length > 40),
+    enriched: !!(intel.enrichedAt || intel.aiEnriched),
+    usListing,
+  });
+  return sanitizeIntelNewsPayload(intel);
+}
\ No newline at end of file
diff --git a/lib/db.js b/lib/db.js
index a2df07e..26c5a43 100644
--- a/lib/db.js
+++ b/lib/db.js
@@ -32,6 +32,70 @@ db.exec(`
     score INTEGER NOT NULL,
     regime TEXT
   );
+  CREATE TABLE IF NOT EXISTS price_bars (
+    symbol TEXT NOT NULL,
+    interval TEXT NOT NULL DEFAULT '1d',
+    date TEXT NOT NULL,
+    open REAL,
+    high REAL,
+    low REAL,
+    close REAL,
+    volume REAL,
+    adjclose REAL,
+    PRIMARY KEY (symbol, interval, date)
+  );
+  CREATE INDEX IF NOT EXISTS idx_price_bars_sym ON price_bars(symbol, interval, date);
+  CREATE TABLE IF NOT EXISTS company_intel_custom (
+    symbol TEXT PRIMARY KEY,
+    payload TEXT NOT NULL,
+    updated_at INTEGER NOT NULL
+  );
+  CREATE TABLE IF NOT EXISTS sec_filings (
+    symbol TEXT NOT NULL,
+    accession TEXT NOT NULL,
+    form TEXT,
+    form_zh TEXT,
+    filed_date TEXT,
+    report_date TEXT,
+    description TEXT,
+    primary_document TEXT,
+    url TEXT,
+    local_primary TEXT,
+    local_txt TEXT,
+    excerpt TEXT,
+    is_earnings_related INTEGER DEFAULT 0,
+    earnings_exhibits TEXT,
+    archived_at INTEGER,
+    PRIMARY KEY (symbol, accession)
+  );
+  CREATE INDEX IF NOT EXISTS idx_sec_filings_sym ON sec_filings(symbol, filed_date DESC);
+  CREATE TABLE IF NOT EXISTS earnings_events (
+    id INTEGER PRIMARY KEY AUTOINCREMENT,
+    symbol TEXT NOT NULL,
+    event_date TEXT,
+    title TEXT,
+    title_zh TEXT,
+    time_label TEXT,
+    source TEXT,
+    url TEXT,
+    note TEXT,
+    kind TEXT,
+    accession TEXT,
+    transcript_search_url TEXT,
+    UNIQUE(symbol, event_date, kind, accession, title)
+  );
+  CREATE INDEX IF NOT EXISTS idx_earnings_sym ON earnings_events(symbol, event_date DESC);
+  CREATE TABLE IF NOT EXISTS sec_archive_meta (
+    symbol TEXT PRIMARY KEY,
+    payload TEXT NOT NULL,
+    updated_at INTEGER NOT NULL
+  );
+  CREATE TABLE IF NOT EXISTS company_intel_enriched (
+    symbol TEXT PRIMARY KEY,
+    payload TEXT NOT NULL,
+    sources TEXT,
+    updated_at INTEGER NOT NULL
+  );
   CREATE TABLE IF NOT EXISTS trades (
     id INTEGER PRIMARY KEY AUTOINCREMENT,
     symbol TEXT NOT NULL,
@@ -100,6 +164,77 @@ export function getScoreHistory() {
   return db.prepare('SELECT date, score, regime FROM score_history ORDER BY date ASC').all();
 }
 
+// ─── 個股 OHLCV 日線（長期累積，API 只補缺口）───
+const upsertBar = db.prepare(`
+  INSERT INTO price_bars (symbol, interval, date, open, high, low, close, volume, adjclose)
+  VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
+  ON CONFLICT(symbol, interval, date) DO UPDATE SET
+    open=COALESCE(excluded.open, open),
+    high=COALESCE(excluded.high, high),
+    low=COALESCE(excluded.low, low),
+    close=COALESCE(excluded.close, close),
+    volume=COALESCE(excluded.volume, volume),
+    adjclose=COALESCE(excluded.adjclose, adjclose)
+`);
+function normBarPoint(p) {
+  const close = p.close != null ? Number(p.close) : null;
+  if (close == null || isNaN(close)) return null;
+  const adj = p.adjclose != null ? Number(p.adjclose) : close;
+  const o = p.open != null ? Number(p.open) : close;
+  const h = p.high != null ? Number(p.high) : close;
+  const l = p.low != null ? Number(p.low) : close;
+  const vol = p.volume != null ? Number(p.volume) : null;
+  return { date: p.date, open: o, high: h, low: l, close, volume: vol, adjclose: adj };
+}
+export function upsertPriceBars(symbol, interval, points) {
+  if (!symbol || !points?.length) return 0;
+  let n = 0;
+  db.exec('BEGIN');
+  try {
+    for (const raw of points) {
+      const p = normBarPoint(raw);
+      if (!p) continue;
+      upsertBar.run(symbol, interval, p.date, p.open, p.high, p.low, p.close, p.volume, p.adjclose);
+      n++;
+    }
+    db.exec('COMMIT');
+  } catch (e) {
+    db.exec('ROLLBACK');
+    throw e;
+  }
+  return n;
+}
+export function getPriceBars(symbol, interval = '1d', sinceISO = null) {
+  if (sinceISO) {
+    return db.prepare(
+      'SELECT date, open, high, low, close, volume, adjclose FROM price_bars WHERE symbol=? AND interval=? AND date>=? ORDER BY date ASC',
+    ).all(symbol, interval, sinceISO);
+  }
+  return db.prepare(
+    'SELECT date, open, high, low, close, volume, adjclose FROM price_bars WHERE symbol=? AND interval=? ORDER BY date ASC',
+  ).all(symbol, interval);
+}
+export function deletePriceBars(symbol, interval = '1d') {
+  db.prepare('DELETE FROM price_bars WHERE symbol=? AND interval=?').run(symbol, interval);
+}
+export function getPriceBarMeta(symbol, interval = '1d') {
+  const row = db.prepare(
+    'SELECT COUNT(*) AS n, MIN(date) AS first_date, MAX(date) AS last_date FROM price_bars WHERE symbol=? AND interval=?',
+  ).get(symbol, interval);
+  return row || { n: 0, first_date: null, last_date: null };
+}
+export function priceBarsToPoints(bars) {
+  return (bars || []).map(b => ({
+    date: b.date,
+    open: b.open,
+    high: b.high,
+    low: b.low,
+    close: b.close,
+    volume: b.volume,
+    adjclose: b.adjclose ?? b.close,
+  }));
+}
+
 // ─── 通用 JSON 快取（給財報健檢等，沿用 cache 表，含 TTL）───
 export function putCachedJSON(key, value) {
   db.prepare('INSERT OR REPLACE INTO cache (key, payload, updated_at) VALUES (?, ?, ?)')
@@ -118,6 +253,120 @@ export function getCachedEntry(key) {
   try { return { value: JSON.parse(row.payload), updatedAt: row.updated_at }; } catch { return null; }
 }
 
+// ─── 價格走勢：自訂中文公司研究（管理層、新聞、簡介）───
+export function getCompanyIntelCustom(symbol) {
+  const row = db.prepare('SELECT payload, updated_at FROM company_intel_custom WHERE symbol = ?').get(
+    String(symbol || '').trim().toUpperCase(),
+  );
+  if (!row) return null;
+  try {
+    return { data: JSON.parse(row.payload), updatedAt: row.updated_at };
+  } catch {
+    return null;
+  }
+}
+export function saveCompanyIntelCustom(symbol, data) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  if (!sym) throw new Error('bad_symbol');
+  db.prepare('INSERT OR REPLACE INTO company_intel_custom (symbol, payload, updated_at) VALUES (?, ?, ?)')
+    .run(sym, JSON.stringify(data || {}), Date.now());
+  return { symbol: sym, updatedAt: Date.now() };
+}
+
+// ─── SEC 申報與財報／法說封存 ───
+const upsertFilingStmt = db.prepare(`
+  INSERT INTO sec_filings (
+    symbol, accession, form, form_zh, filed_date, report_date, description,
+    primary_document, url, local_primary, local_txt, excerpt, is_earnings_related,
+    earnings_exhibits, archived_at
+  ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+  ON CONFLICT(symbol, accession) DO UPDATE SET
+    form=excluded.form, form_zh=excluded.form_zh, filed_date=excluded.filed_date,
+    report_date=excluded.report_date, description=excluded.description,
+    primary_document=excluded.primary_document, url=excluded.url,
+    local_primary=COALESCE(excluded.local_primary, local_primary),
+    local_txt=COALESCE(excluded.local_txt, local_txt),
+    excerpt=COALESCE(excluded.excerpt, excerpt),
+    is_earnings_related=excluded.is_earnings_related,
+    earnings_exhibits=COALESCE(excluded.earnings_exhibits, earnings_exhibits),
+    archived_at=COALESCE(excluded.archived_at, archived_at)
+`);
+export function upsertSecFiling(row) {
+  const sym = String(row.symbol || '').trim().toUpperCase();
+  upsertFilingStmt.run(
+    sym, row.accession, row.form || null, row.formZh || null, row.filedDate || null,
+    row.reportDate || null, row.description || null, row.primaryDocument || null, row.url || null,
+    row.localPrimary || null, row.localTxt || null, row.excerpt || null,
+    row.isEarningsRelated ? 1 : 0, row.earningsExhibits || null, Date.now(),
+  );
+}
+export function listSecFilings(symbol) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  return db.prepare(
+    'SELECT symbol, accession, form, form_zh AS formZh, filed_date AS filedDate, report_date AS reportDate, description, primary_document AS primaryDocument, url, local_primary AS localPrimary, local_txt AS localTxt, excerpt, is_earnings_related AS isEarningsRelated, earnings_exhibits AS earningsExhibits, archived_at AS archivedAt FROM sec_filings WHERE symbol=? ORDER BY filed_date DESC, accession DESC',
+  ).all(sym).map(r => ({
+    ...r,
+    isEarningsRelated: !!r.isEarningsRelated,
+    earningsExhibits: r.earningsExhibits ? (() => { try { return JSON.parse(r.earningsExhibits); } catch { return null; } })() : null,
+    archivedAt: r.archivedAt ? new Date(r.archivedAt).toISOString() : null,
+  }));
+}
+const upsertEarnStmt = db.prepare(`
+  INSERT INTO earnings_events (symbol, event_date, title, title_zh, time_label, source, url, note, kind, accession, transcript_search_url)
+  VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+  ON CONFLICT(symbol, event_date, kind, accession, title) DO UPDATE SET
+    title_zh=excluded.title_zh, time_label=excluded.time_label, source=excluded.source,
+    url=COALESCE(excluded.url, url), note=excluded.note, transcript_search_url=excluded.transcript_search_url
+`);
+export function upsertEarningsEvent(row) {
+  const sym = String(row.symbol || '').trim().toUpperCase();
+  upsertEarnStmt.run(
+    sym, row.eventDate || null, row.title || null, row.titleZh || row.title || null,
+    row.timeLabel || '', row.source || null, row.url || null, row.note || '',
+    row.kind || 'calendar', row.accession || '', row.transcriptSearchUrl || null,
+  );
+}
+export function listEarningsEvents(symbol) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  return db.prepare(
+    'SELECT id, symbol, event_date AS eventDate, title, title_zh AS titleZh, time_label AS timeLabel, source, url, note, kind, accession, transcript_search_url AS transcriptSearchUrl FROM earnings_events WHERE symbol=? ORDER BY event_date DESC, id DESC LIMIT 80',
+  ).all(sym);
+}
+export function getSecArchiveMeta(symbol) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  const row = db.prepare('SELECT payload, updated_at FROM sec_archive_meta WHERE symbol=?').get(sym);
+  if (!row) return null;
+  try {
+    const data = JSON.parse(row.payload);
+    return { ...data, lastSyncAt: data.lastSyncAt || row.updated_at };
+  } catch { return { lastSyncAt: row.updated_at }; }
+}
+export function saveSecArchiveMeta(symbol, data) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  db.prepare('INSERT OR REPLACE INTO sec_archive_meta (symbol, payload, updated_at) VALUES (?, ?, ?)')
+    .run(sym, JSON.stringify(data || {}), Date.now());
+}
+
+export function getCompanyIntelEnriched(symbol) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  const row = db.prepare('SELECT payload, sources, updated_at FROM company_intel_enriched WHERE symbol=?').get(sym);
+  if (!row) return null;
+  try {
+    return {
+      data: JSON.parse(row.payload),
+      sources: row.sources ? JSON.parse(row.sources) : [],
+      updatedAt: row.updated_at,
+    };
+  } catch {
+    return null;
+  }
+}
+export function saveCompanyIntelEnriched(symbol, data, sources = []) {
+  const sym = String(symbol || '').trim().toUpperCase();
+  db.prepare('INSERT OR REPLACE INTO company_intel_enriched (symbol, payload, sources, updated_at) VALUES (?, ?, ?, ?)')
+    .run(sym, JSON.stringify(data || {}), JSON.stringify(sources || []), Date.now());
+}
+
 // ─── 交易復盤 ───
 const TRADE_FIELDS = ['symbol', 'name', 'direction', 'kind', 'entry_date', 'entry_price', 'shares',
   'exit_date', 'exit_price', 'entry_reason', 'exit_reason', 'principle', 'mistake', 'mistake_note', 'note'];
diff --git a/lib/fundamentals.js b/lib/fundamentals.js
index 133878c..40a1ffa 100644
--- a/lib/fundamentals.js
+++ b/lib/fundamentals.js
@@ -196,10 +196,67 @@ async function yahooAuth() {
   _auth = { cookie, crumb, at: Date.now() };
   return _auth;
 }
+function mapEarningsTrendPeriod(t) {
+  if (!t) return null;
+  const ee = t.earningsEstimate || {};
+  const rev = t.revenueEstimate || {};
+  const ebitda = t.ebitdaEstimate || {};
+  const growthPct = (g) => {
+    const v = num(g);
+    if (v == null) return null;
+    return Math.abs(v) <= 1.5 ? v * 100 : v;
+  };
+  return {
+    period: t.period,
+    endDate: t.endDate || null,
+    epsAvg: num(ee.avg),
+    epsLow: num(ee.low),
+    epsHigh: num(ee.high),
+    epsAnalysts: num(ee.numberOfAnalysts),
+    epsGrowthPct: growthPct(ee.growth),
+    revenueAvg: num(rev.avg),
+    revenueLow: num(rev.low),
+    revenueHigh: num(rev.high),
+    revenueAnalysts: num(rev.numberOfAnalysts),
+    revenueGrowthPct: growthPct(rev.growth),
+    ebitdaAvg: num(ebitda.avg),
+    ebitdaLow: num(ebitda.low),
+    ebitdaHigh: num(ebitda.high),
+    ebitdaAnalysts: num(ebitda.numberOfAnalysts),
+  };
+}
+function parseYahooEstimates(r) {
+  const trends = r.earningsTrend?.trend || [];
+  const byPeriod = {};
+  for (const t of trends) if (t?.period) byPeriod[t.period] = t;
+  const fd = r.financialData || {};
+  const sd = r.summaryDetail || {};
+  const dks = r.defaultKeyStatistics || {};
+  const currentYear = mapEarningsTrendPeriod(byPeriod['0y'] || byPeriod['+0y']);
+  const nextYear = mapEarningsTrendPeriod(byPeriod['+1y'] || byPeriod['1y']);
+  const hasConsensus = !!(currentYear?.epsAvg != null || currentYear?.revenueAvg != null
+    || nextYear?.epsAvg != null || nextYear?.revenueAvg != null);
+  return {
+    source: 'Yahoo Finance',
+    endpoint: 'quoteSummary modules: earningsTrend, financialData, defaultKeyStatistics',
+    fetchedAt: new Date().toISOString(),
+    forwardEps: num(dks.forwardEps) ?? num(fd.forwardEps),
+    currentYear,
+    nextYear,
+    currentQuarter: mapEarningsTrendPeriod(byPeriod['0q']),
+    nextQuarter: mapEarningsTrendPeriod(byPeriod['+1q'] || byPeriod['1q']),
+    targetMean: num(fd.targetMeanPrice) ?? num(sd.targetMeanPrice),
+    targetLow: num(fd.targetLowPrice) ?? num(sd.targetLowPrice),
+    targetHigh: num(fd.targetHighPrice) ?? num(sd.targetHighPrice),
+    targetAnalysts: num(fd.numberOfAnalystOpinions),
+    hasConsensus,
+  };
+}
+
 async function fetchYahoo(symbol) {
   const { cookie, crumb } = await yahooAuth();
   const mods = [
-    'price', 'summaryDetail', 'defaultKeyStatistics', 'financialData',
+    'price', 'summaryDetail', 'defaultKeyStatistics', 'financialData', 'earningsTrend',
     'incomeStatementHistory', 'incomeStatementHistoryQuarterly',
     'cashflowStatementHistory', 'cashflowStatementHistoryQuarterly',
     'balanceSheetHistoryQuarterly',
@@ -265,6 +322,7 @@ async function fetchYahoo(symbol) {
     debtToAssets: pct(totalLiabilities, totalAssets),
   };
 
+  const estimates = parseYahooEstimates(r);
   return {
     source: 'Yahoo Finance',
     name: num(r.price?.shortName) || r.price?.shortName || r.price?.longName || symbol,
@@ -273,6 +331,8 @@ async function fetchYahoo(symbol) {
     marketCap: num(r.price?.marketCap),
     sharesOutstanding: shares,
     quarters, annual, balance,
+    estimates,
+    targetPrice: estimates.targetMean ?? num(r.financialData?.targetMeanPrice) ?? null,
   };
 }
 
@@ -401,6 +461,7 @@ export async function getFundamentals(symbol) {
   if (!data) throw new Error('兩個來源都取不到財報（' + errs.join('；') + '）');
 
   const asOf = data.quarters?.[0]?.label || data.annual?.[0]?.label || null;
+  const targetPrice = priceInfo.targetPrice ?? data.targetPrice ?? data.estimates?.targetMean ?? null;
   return {
     symbol,
     name: data.name || priceInfo.name || symbol,
@@ -411,10 +472,19 @@ export async function getFundamentals(symbol) {
     peTrailing: priceInfo.peTrailing ?? data.peTrailing ?? null,
     marketCap: priceInfo.marketCap ?? data.marketCap ?? null,
     sharesOutstanding: priceInfo.sharesOutstanding ?? data.sharesOutstanding ?? ((priceInfo.marketCap && priceInfo.price) ? priceInfo.marketCap / priceInfo.price : null),
-    targetPrice: priceInfo.targetPrice ?? null,
+    targetPrice,
+    targetMeta: data.estimates ? {
+      mean: data.estimates.targetMean,
+      low: data.estimates.targetLow,
+      high: data.estimates.targetHigh,
+      analysts: data.estimates.targetAnalysts,
+      source: data.estimates.source,
+      endpoint: data.estimates.endpoint,
+    } : (priceInfo.targetPrice != null ? { source: priceInfo.source || 'Nasdaq summary', endpoint: 'api.nasdaq.com/.../summary' } : null),
     dividendYield: priceInfo.dividendYield ?? null,
     quarters: data.quarters || [],
     annual: data.annual || [],
     balance: data.balance || {},
+    estimates: data.estimates || null,
   };
 }
diff --git a/lib/glossary.js b/lib/glossary.js
index 9d58873..9deb66a 100644
--- a/lib/glossary.js
+++ b/lib/glossary.js
@@ -53,6 +53,11 @@ const TERM_TIPS = {
     what: '用兩條不同速度的均線相減，看動能是在變強還是變弱。',
     how: '柱狀圖由負轉正，常被解讀為動能轉多；由正轉負則偏空。適合搭配趨勢一起看。',
   },
+  kdj: {
+    label: 'KDJ',
+    what: '隨機指標的變體：看收盤價在一段高低區間裡的位置，再平滑成 K、D，J＝3K−2D。',
+    how: 'K、D 高於 80 常視為偏熱，低於 20 偏冷；J 線波動較大，適合搭配趨勢與成交量一起看（本頁為 9,3,3）。',
+  },
   boll: {
     label: '布林通道',
     what: '在均線上下各畫一條「正常波動範圍」的界線，像橡皮筋包著股價。',
@@ -130,23 +135,60 @@ const TERM_TIPS = {
   },
   target_price: {
     label: '1 年目標價',
-    what: '券商分析師預測，這檔股票一年後「合理價位」大概在哪。',
-    how: '只是預測，常偏樂觀；當參考就好，不要當成一定會到的價格。',
+    what: '賣方／聚合分析師對未來約 12 個月的平均目標股價（共識），不是 MacroScope 自己算的。',
+    how: '只是預測，常偏樂觀；請對照卡片下方備註的資料來源與區間。',
+    formula: '顯示值 = 資料源提供的 targetMean（或 Nasdaq OneYrTarget）',
+    source: 'Yahoo financialData.targetMeanPrice；備援 Nasdaq summary OneYrTarget',
+  },
+  est_revenue: {
+    label: '預估營收（共識）',
+    what: '多家分析師對某一財年或財季的營收平均預測（consensus avg）。',
+    how: '公布財報時常拿「實際 vs 這個 avg」比較 beat/miss。',
+    formula: '顯示值 = earningsTrend.revenueEstimate.avg（優先下一財年 +1y，否則本年 0y）',
+    source: 'Yahoo quoteSummary · module=earningsTrend（非官方 API，可能延遲）',
+  },
+  est_eps: {
+    label: '預估 EPS（共識）',
+    what: '分析師對每股盈餘的平均預測；也可對照 forwardEps（通常為未來 12 個月）。',
+    how: 'EPS 預測會隨財報季更新；請看 ? 內的期間 endDate 與分析師人數。',
+    formula: '顯示值 = earningsTrend.earningsEstimate.avg；備註可附 defaultKeyStatistics.forwardEps',
+    source: 'Yahoo quoteSummary · earningsTrend + defaultKeyStatistics',
+  },
+  est_ebitda: {
+    label: '預估 EBITDA（共識）',
+    what: '分析師對息稅折舊攤銷前獲利的共識預估（若 Yahoo 有提供該期 ebitdaEstimate）。',
+    how: '沒有共識時不顯示數字，避免用錯模型冒充分析師預測。',
+    formula: '顯示值 = earningsTrend.ebitdaEstimate.avg',
+    source: 'Yahoo quoteSummary · earningsTrend',
+  },
+  growth_5y: {
+    label: '未來 5 年成長',
+    what: '可能是分析師對下一財年的營收/EPS 成長率，或本 App 用歷史營收算的 5 年 CAGR（會標明）。',
+    how: '兩者意義不同：共識 forward 只看一年左右；歷史 CAGR 只看過去。請以 ? 說明為準。',
+    formula: '共識：revenueEstimate.growth 或 earningsEstimate.growth\n歷史推算：CAGR = (Rev_end / Rev_start)^(1/年數) - 1',
+    source: '共識：Yahoo earningsTrend；歷史：MacroScope 用 annual 營收（來自 Yahoo/EDGAR）',
   },
   dcf: {
     label: 'DCF 公允價值',
-    what: '把公司未來可能賺到的現金，一筆一筆折現加總，估算「現在值多少錢」。',
-    how: '假設（成長率、折現率）一改，結果差很多；適合看區間，不適合當精準股價。',
+    what: 'MacroScope 內建教學用 DCF：把未來 5 年自由現金流折現，加終值，調整現金與負債，再除以流通股數。',
+    how: '每檔股票的實際輸入數字與假設會寫在該卡片 ? 內；與分析師目標價無關。',
+    formula: 'FCF₀ = OCF + CapEx\nPV = Σ FCF_t/(1+r)^t + Terminal/(1+r)^5\n每股 = (PV + 現金 - 負債) / 流通股數',
+    source: '輸入：財報 OCF/CapEx/現金/負債（Yahoo 或 SEC EDGAR）',
+    model: '成長率由營收/淨利年增、毛利率、ROE 啟發式調整；折現率 8–13%；終值成長 2.5%',
   },
   margin_of_safety: {
     label: '安全邊際',
-    what: '估算的合理價值，比現在股價高多少％。代表「便宜緩衝」有多大。',
-    how: '正值代表現價低於估算值；負值代表可能偏貴。留安全邊際是為了估錯還有退路。',
+    what: 'DCF 公允價值相對現價的溢價％；正值代表模型認為比現價便宜。',
+    how: 'DCF 假設一變，這個數字也會變；請搭配 DCF 卡片 ? 內公式核對。',
+    formula: '安全邊際(%) = (DCF 每股公允價值 / 現價 - 1) × 100',
+    source: 'MacroScope 本機 DCF 輸出 ÷ 即時現價（Yahoo/Nasdaq）',
   },
   dcf_assumption: {
     label: '估值假設',
-    what: 'DCF 裡你猜的：未來幾年成長多快、折現率（要求報酬）多少、長期成長率多少。',
-    how: '假設越樂觀，算出來的價值越高；看這行是在提醒「這只是模型，不是真理」。',
+    what: 'DCF 模型當次計算使用的 5 年 FCF 成長率、折現率、終值成長率。',
+    how: '成長率會參考營收/淨利年增與 ROE/毛利率；波動與槓桿會調高折現率。',
+    formula: 'g = clamp(平均(營收年增, 淨利年增) + 品質加減分, -5%, 25%)\nr = 9% + 波動/槓桿調整（8–13%）\n終值 g = 2.5%',
+    source: 'MacroScope dcfValue()；詳細數值見該次 DCF 卡片 ?',
   },
   cagr: {
     label: 'CAGR 年化報酬',
@@ -336,7 +378,7 @@ const TERM_TIPS = {
   section_technical: {
     label: '技術面',
     what: '用股價和成交量的圖表、指標，看短中期趨勢和熱度。',
-    how: '不能預測公司長期價值，但可幫你決定「現在進場會不會太追」。',
+    how: '專業軟體通常主圖看價＋均線，副圖一次開 1～2 個（量、MACD、RSI、KDJ）；本頁可開關副圖，避免畫面太擠。',
   },
   section_risk: {
     label: '風險',
@@ -355,8 +397,9 @@ const TERM_TIPS = {
   },
   section_forecast: {
     label: '預測',
-    what: '分析師目標價、DCF 估算等「向前看」的數字，都是模型和猜測。',
-    how: '當參考區間，不要當成精準預言。',
+    what: '本區混合三類：① Yahoo 分析師共識 ② MacroScope 本機 DCF ③ 歷史 CAGR 推算。每一格旁邊 ? 會標公式與來源。',
+    how: '請以 ? 內「資料來源」「公式」核對；無法取得共識時會標示缺資料原因，不顯示假數字。',
+    caveat: 'Yahoo 為非官方 API；免費報價可能延遲。不構成投資建議。',
   },
   section_robust: {
     label: '穩健度',
@@ -375,10 +418,35 @@ function termTipHTML(t) {
   let html = `<div class="tip-title">${_esc(t.label)}</div>`;
   html += `<div class="tip-row"><span class="tip-k">白話說</span>${_esc(t.what)}</div>`;
   if (t.how) html += `<div class="tip-row"><span class="tip-k">怎麼看</span>${_esc(t.how)}</div>`;
+  if (t.formula) html += `<div class="tip-row"><span class="tip-k">公式</span><pre class="tip-formula">${_esc(t.formula)}</pre></div>`;
+  if (t.model) html += `<div class="tip-row"><span class="tip-k">模型</span>${_esc(t.model)}</div>`;
+  if (t.source) html += `<div class="tip-row"><span class="tip-k">資料來源</span>${_esc(t.source)}</div>`;
   if (t.example) html += `<div class="tip-row"><span class="tip-k">舉例</span>${_esc(t.example)}</div>`;
+  if (t.caveat) html += `<div class="tip-row tip-caveat"><span class="tip-k">注意</span>${_esc(t.caveat)}</div>`;
   return html;
 }
 
+let _metricTipSeq = 0;
+function resetMetricTips() {
+  window.__METRIC_TIPS = {};
+  _metricTipSeq = 0;
+}
+function registerMetricTip(detail) {
+  window.__METRIC_TIPS = window.__METRIC_TIPS || {};
+  const id = 'mt' + (++_metricTipSeq);
+  window.__METRIC_TIPS[id] = detail;
+  return id;
+}
+function metricTipBtn(id, label) {
+  if (!id || !window.__METRIC_TIPS?.[id]) return '';
+  const aria = label || window.__METRIC_TIPS[id].label || '說明';
+  return `<button type="button" class="info-btn" data-metric-tip="${_esc(id)}" aria-label="說明：${_esc(aria)}" tabindex="0">?</button>`;
+}
+function metricTipContent(id) {
+  const t = window.__METRIC_TIPS?.[id];
+  return t ? termTipHTML(t) : '';
+}
+
 function termTipContent(key) {
   const t = TERM_TIPS[key];
   return t ? termTipHTML(t) : '';
@@ -387,7 +455,9 @@ function termTipContent(key) {
 function showTermTip(btn) {
   const el = document.getElementById('tooltip');
   if (!el) return;
-  const html = termTipContent(btn.dataset.termKey);
+  const html = btn.dataset.metricTip
+    ? metricTipContent(btn.dataset.metricTip)
+    : termTipContent(btn.dataset.termKey);
   if (!html) return;
   el.innerHTML = html;
   el.classList.add('show');
@@ -395,10 +465,16 @@ function showTermTip(btn) {
   const tw = el.offsetWidth, th = el.offsetHeight;
   let left = r.left + r.width / 2 - tw / 2;
   left = Math.max(10, Math.min(left, window.innerWidth - tw - 10));
-  let top = r.top - th - 10;
+  let top = r.top - th - 12;
   if (top < 10) top = r.bottom + 10;
   el.style.left = left + 'px';
   el.style.top = top + 'px';
+  el.style.transform = '';
+  if (left <= 12) {
+    el.style.left = (r.right + 8) + 'px';
+    el.style.top = Math.max(10, r.top + r.height / 2 - th / 2) + 'px';
+    el.style.transform = 'none';
+  }
 }
 
 function hideTermTip() {
@@ -408,7 +484,7 @@ function hideTermTip() {
 
 function bindTermTips(root) {
   root = root || document;
-  root.querySelectorAll('.info-btn[data-term-key]').forEach(btn => {
+  root.querySelectorAll('.info-btn[data-term-key], .info-btn[data-metric-tip]').forEach(btn => {
     if (btn.dataset.termBound) return;
     btn.dataset.termBound = '1';
     btn.addEventListener('mouseenter', () => showTermTip(btn));
diff --git a/lib/marketdata.js b/lib/marketdata.js
index 4ac4320..b772e3b 100644
--- a/lib/marketdata.js
+++ b/lib/marketdata.js
@@ -50,8 +50,13 @@ async function fetchNasdaq(symbol, range, fromISO) {
     const chart = j?.data?.chart;
     if (!Array.isArray(chart) || chart.length < 2) continue;
     const points = chart
-      .map(c => ({ date: new Date(c.x).toISOString().slice(0, 10), close: c.y, adjclose: c.y }))
-      .filter(p => p.close != null);
+      .map(c => {
+        const y = c.y;
+        if (y == null) return null;
+        const date = new Date(c.x).toISOString().slice(0, 10);
+        return { date, open: y, high: y, low: y, close: y, adjclose: y, volume: c.volume ?? null };
+      })
+      .filter(Boolean);
     if (points.length >= 2) {
       return { symbol, name: j.data.company || null, currency: 'USD', range, interval: '1d', points, source: 'Nasdaq' };
     }
@@ -63,14 +68,27 @@ function normalizeYahooChart(d, symbol, range, interval) {
   const r = d?.chart?.result?.[0];
   if (!r || !Array.isArray(r.timestamp)) throw new Error('Yahoo 無歷史資料');
   const ts = r.timestamp;
-  const close = r.indicators?.quote?.[0]?.close || [];
+  const q = r.indicators?.quote?.[0] || {};
+  const close = q.close || [];
+  const open = q.open || [];
+  const high = q.high || [];
+  const low = q.low || [];
+  const volume = q.volume || [];
   const adj = r.indicators?.adjclose?.[0]?.adjclose || [];
   const points = [];
   for (let i = 0; i < ts.length; i++) {
     const c = close[i];
-    if (c == null) continue; // 跳過缺值（停牌/未成交）
+    if (c == null) continue;
     const a = (adj[i] != null) ? adj[i] : c;
-    points.push({ date: new Date(ts[i] * 1000).toISOString().slice(0, 10), close: c, adjclose: a });
+    points.push({
+      date: new Date(ts[i] * 1000).toISOString().slice(0, 10),
+      open: open[i] != null ? open[i] : c,
+      high: high[i] != null ? high[i] : c,
+      low: low[i] != null ? low[i] : c,
+      close: c,
+      volume: volume[i] != null ? volume[i] : null,
+      adjclose: a,
+    });
   }
   if (points.length < 1) throw new Error('歷史資料點過少');
   return {
@@ -102,14 +120,16 @@ async function fetchYahooHistory(symbol, range, interval, fromISO) {
 
 // 回傳 { symbol, name, currency, points:[{date:'YYYY-MM-DD', close, adjclose}] }
 export async function getHistory(symbol, range = '5y', interval = '1d') {
-  if (!RANGES.includes(range)) range = '5y';
+  if (!RANGES.includes(range)) range = interval === '1d' ? 'max' : 'max';
   if (!INTERVALS.includes(interval)) interval = '1d';
   try {
     const hist = await fetchYahooHistory(symbol, range, interval, null);
     if (hist.points.length >= 2) return hist;
   } catch (e) {
-    const fallback = await fetchNasdaq(symbol, range).catch(() => null);
-    if (fallback) return fallback;
+    if (interval === '1d') {
+      const fallback = await fetchNasdaq(symbol, range).catch(() => null);
+      if (fallback) return fallback;
+    }
     throw e;
   }
   throw new Error('歷史資料點過少');
@@ -119,12 +139,16 @@ export async function getHistorySince(symbol, fromISO, range = 'max', interval =
   if (!INTERVALS.includes(interval)) interval = '1d';
   const start = new Date(fromISO);
   if (isNaN(start)) throw new Error('起始日期不正確');
-  const since = new Date(start.getTime() - 3 * 86400000).toISOString().slice(0, 10);
+  const padDays = interval === '1mo' ? 45 : interval === '1wk' ? 14 : 5;
+  const since = new Date(start.getTime() - padDays * 86400000).toISOString().slice(0, 10);
   try {
     return await fetchYahooHistory(symbol, range, interval, since);
-  } catch {
-    const fallback = await fetchNasdaq(symbol, range, since).catch(() => null);
-    if (fallback) return fallback;
+  } catch (e) {
+    if (interval === '1d') {
+      const fallback = await fetchNasdaq(symbol, range, since).catch(() => null);
+      if (fallback) return fallback;
+    }
+    throw e;
   }
   throw new Error('無法取得增量歷史股價');
 }
diff --git a/lib/news-text.js b/lib/news-text.js
new file mode 100644
index 0000000..335742d
--- /dev/null
+++ b/lib/news-text.js
@@ -0,0 +1,99 @@
+// Google RSS / 新聞欄位：HTML 實體解碼與摘要清理
+
+export function decodeHtmlEntities(s) {
+  let t = String(s ?? '');
+  if (!t) return '';
+  t = t.replace(/&#x([0-9a-f]+);/gi, (_, hex) => {
+    const cp = parseInt(hex, 16);
+    return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
+  });
+  t = t.replace(/&#(\d+);/g, (_, dec) => {
+    const cp = Number(dec);
+    return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
+  });
+  const map = {
+    '&lt;': '<', '&gt;': '>', '&amp;': '&', '&quot;': '"', '&#39;': "'", '&apos;': "'",
+    '&nbsp;': ' ', '&#160;': ' ',
+  };
+  for (const [ent, ch] of Object.entries(map)) {
+    if (t.includes(ent)) t = t.split(ent).join(ch);
+  }
+  return t;
+}
+
+/** 解碼後移除標籤、壓縮空白 */
+export function cleanNewsPlain(s) {
+  const decoded = decodeHtmlEntities(s);
+  return decoded
+    .replace(/<script[\s\S]*?<\/script>/gi, ' ')
+    .replace(/<style[\s\S]*?<\/style>/gi, ' ')
+    .replace(/<[^>]+>/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+}
+
+function looksLikeHtmlGarbage(s) {
+  const t = String(s || '');
+  return /&lt;|&gt;|&amp;#|href\s*=|target\s*=\s*["']?_blank/i.test(t)
+    || /^https?:\/\//i.test(t)
+    || t.length > 120 && /news\.google\.com/i.test(t);
+}
+
+/** 從 Google RSS description 抽出摘要與媒體提示 */
+export function parseGoogleRssDescription(raw) {
+  const decoded = decodeHtmlEntities(raw);
+  const anchorText = cleanNewsPlain(decoded.match(/<a[^>]*>([\s\S]*?)<\/a>/i)?.[1] || '');
+  const fontPub = cleanNewsPlain(decoded.match(/<font[^>]*>([\s\S]*?)<\/font>/i)?.[1] || '');
+  return { anchorText, fontPub };
+}
+
+export function cleanGoogleNewsTitle(raw) {
+  let title = cleanNewsPlain(raw);
+  // 「標題 - 媒體名」尾綴
+  title = title.replace(/\s*[-–—|｜]\s*[^-–—|｜]{1,48}$/, '').trim();
+  return title;
+}
+
+export function normalizeNewsItem(item = {}) {
+  const rawTitle = item.titleZh || item.title || '';
+  const titleZh = cleanGoogleNewsTitle(rawTitle) || cleanNewsPlain(rawTitle) || '（無標題）';
+  const titleEn = item.title && item.title !== rawTitle
+    ? cleanGoogleNewsTitle(item.title)
+    : (item.title && item.title !== titleZh ? cleanGoogleNewsTitle(item.title) : '');
+
+  const rawPublisher = item.publisher || '';
+  let publisher = '';
+  if (looksLikeHtmlGarbage(rawPublisher)) {
+    const { fontPub } = parseGoogleRssDescription(rawPublisher);
+    publisher = fontPub || '';
+  } else {
+    publisher = cleanNewsPlain(rawPublisher);
+  }
+  if (!publisher || looksLikeHtmlGarbage(publisher)) {
+    const fromSource = cleanNewsPlain(item.source || '');
+    publisher = fromSource && !looksLikeHtmlGarbage(fromSource) && !/Google\s*新聞/i.test(fromSource)
+      ? fromSource
+      : '';
+  }
+  if (!publisher || looksLikeHtmlGarbage(publisher)) publisher = '新聞';
+
+  let description = cleanNewsPlain(item.descriptionZh || item.description || '');
+  if (looksLikeHtmlGarbage(description)) description = '';
+  if (description && (description === titleZh || description === rawTitle || titleZh.includes(description))) {
+    description = '';
+  }
+  if (description && /news\.google\.com\/rss\/articles/i.test(description)) description = '';
+
+  return {
+    ...item,
+    title: titleEn || titleZh,
+    titleZh,
+    description: description.slice(0, 400),
+    descriptionZh: description.slice(0, 400),
+    publisher,
+  };
+}
+
+export function normalizeNewsList(list) {
+  return (list || []).map(normalizeNewsItem);
+}
\ No newline at end of file
diff --git a/lib/price-store.js b/lib/price-store.js
new file mode 100644
index 0000000..ee3a48d
--- /dev/null
+++ b/lib/price-store.js
@@ -0,0 +1,315 @@
+// 個股 OHLCV：以 SQLite price_bars 為準，Yahoo/Nasdaq 只補「還沒有的」K 線
+import {
+  upsertPriceBars, getPriceBars, getPriceBarMeta, priceBarsToPoints, deletePriceBars,
+  getCachedEntry, putCachedJSON,
+} from './db.js';
+import { getHistory, getHistorySince } from './marketdata.js';
+
+const META_PREFIX = 'histmeta:';
+
+function metaKey(symbol, interval) {
+  return `${META_PREFIX}${symbol}:${interval}`;
+}
+
+function barPointCount(bars) {
+  return bars?.length || 0;
+}
+
+/** 從舊版 JSON 快取（hist:SYM:range:1d）匯入 DB，避免重打 API */
+export function importLegacyHistCaches(symbol, interval = '1d') {
+  const keys = [
+    `hist:${symbol}:max:${interval}`,
+    `hist:${symbol}:10y:${interval}`,
+    `hist:${symbol}:5y:${interval}`,
+    `hist:${symbol}:2y:${interval}`,
+  ];
+  let best = null;
+  for (const key of keys) {
+    const entry = getCachedEntry(key);
+    const pts = entry?.value?.points;
+    if (!pts?.length) continue;
+    if (!best || pts.length > best.points.length) best = { key, entry, points: pts };
+  }
+  if (!best) return 0;
+  const n = upsertPriceBars(symbol, interval, best.points);
+  const v = best.entry.value;
+  putCachedJSON(metaKey(symbol, interval), {
+    symbol: v.symbol || symbol,
+    name: v.name || null,
+    currency: v.currency || null,
+    source: v.source || 'legacy-cache',
+    interval,
+    _importedFrom: best.key,
+    _fetchedAt: best.entry.updatedAt || Date.now(),
+  });
+  return n;
+}
+
+function todayISO() {
+  return new Date().toISOString().slice(0, 10);
+}
+
+function startOfWeekISO(dateStr) {
+  const d = new Date(dateStr + 'T12:00:00Z');
+  const diff = (d.getUTCDay() + 6) % 7;
+  d.setUTCDate(d.getUTCDate() - diff);
+  return d.toISOString().slice(0, 10);
+}
+
+/** 非即時研究：去掉可能尚未收盤的當根 K（日線≤昨日、周線≤上週、月線≤上月） */
+export function filterResearchBars(points, interval = '1d') {
+  if (!points?.length) return [];
+  const today = todayISO();
+  if (interval === '1d') {
+    return points.filter(p => p.date < today);
+  }
+  const last = points[points.length - 1];
+  if (interval === '1wk') {
+    if (startOfWeekISO(last.date) >= startOfWeekISO(today)) return points.slice(0, -1);
+    return points;
+  }
+  if (interval === '1mo') {
+    if (last.date.slice(0, 7) >= today.slice(0, 7)) return points.slice(0, -1);
+    return points;
+  }
+  return points;
+}
+
+const TTL_BY_INTERVAL = {
+  '1d': 6 * 3600 * 1000,
+  '1wk': 24 * 3600 * 1000,
+  '1mo': 7 * 24 * 3600 * 1000,
+};
+
+function weekKey(dateStr) {
+  const d = new Date(dateStr + 'T12:00:00Z');
+  const day = d.getUTCDay() || 7;
+  d.setUTCDate(d.getUTCDate() + 4 - day);
+  const y = new Date(Date.UTC(d.getUTCFullYear(), 0, 1));
+  const w = Math.ceil((((d - y) / 86400000) + 1) / 7);
+  return `${d.getUTCFullYear()}-W${String(w).padStart(2, '0')}`;
+}
+
+function resampleBars(dailyPoints, interval) {
+  const keyFn = interval === '1wk'
+    ? weekKey
+    : (dateStr) => dateStr.slice(0, 7);
+  const groups = new Map();
+  for (const p of dailyPoints) {
+    const k = keyFn(p.date);
+    if (!groups.has(k)) groups.set(k, []);
+    groups.get(k).push(p);
+  }
+  const out = [];
+  for (const arr of [...groups.values()]) {
+    arr.sort((a, b) => (a.date < b.date ? -1 : 1));
+    const last = arr[arr.length - 1];
+    const highs = arr.map(x => x.high ?? x.close);
+    const lows = arr.map(x => x.low ?? x.close);
+    out.push({
+      date: last.date,
+      open: arr[0].open ?? arr[0].close,
+      high: Math.max(...highs),
+      low: Math.min(...lows),
+      close: last.close,
+      volume: arr.some(x => x.volume != null) ? arr.reduce((s, x) => s + (x.volume || 0), 0) : null,
+      adjclose: last.adjclose ?? last.close,
+    });
+  }
+  return out.sort((a, b) => (a.date < b.date ? -1 : 1));
+}
+
+async function fetchOrResample(symbol, interval) {
+  if (interval === '1d') return getHistory(symbol, 'max', '1d');
+  try {
+    const hist = await getHistory(symbol, 'max', interval);
+    if (hist.points?.length >= 2 && barsMatchInterval(
+      hist.points.map(p => ({ date: p.date })),
+      interval,
+    )) return hist;
+  } catch (_) { /* Yahoo 429 等 → 改本機重採樣 */ }
+  await ensurePriceHistory(symbol, '1d', { fresh: false });
+  const daily = priceBarsToPoints(getPriceBars(symbol, '1d'));
+  if (daily.length < 40) throw new Error('日線不足，無法合成周/月線');
+  const points = resampleBars(daily, interval);
+  if (points.length < 2) throw new Error('重採樣後資料過少');
+  return {
+    symbol,
+    name: null,
+    currency: null,
+    range: 'max',
+    interval,
+    source: interval === '1wk' ? '本機日線→周線' : '本機日線→月線',
+    points,
+  };
+}
+
+/** 偵測 DB 是否誤存日線到周/月線 */
+function barsMatchInterval(bars, interval) {
+  if (!bars?.length || interval === '1d') return true;
+  if (interval === '1wk' && bars.length > 600) return false;
+  if (interval === '1mo' && bars.length > 200) return false;
+  if (bars.length < 3) return true;
+  const i = bars.length - 1;
+  const gap = (new Date(bars[i].date) - new Date(bars[i - 1].date)) / 86400000;
+  if (interval === '1wk') return gap >= 4;
+  if (interval === '1mo') return gap >= 20;
+  return true;
+}
+
+function planFetch(bars, metaUpdatedAt, fresh, ttlMs, interval) {
+  if (!bars.length) return 'full';
+  if (fresh) return 'incremental';
+  const research = filterResearchBars(bars.map(b => ({ date: b.date })), interval);
+  const lastComplete = research.length ? research[research.length - 1].date : null;
+  const lastStored = bars[bars.length - 1].date;
+  const age = Date.now() - (metaUpdatedAt || 0);
+  if (lastComplete && lastStored > lastComplete && age > ttlMs / 2) return 'incremental';
+  if (lastComplete && lastComplete < todayISO() && age > ttlMs) return 'incremental';
+  if (age > ttlMs * 14) return 'incremental';
+  return null;
+}
+
+/**
+ * @returns {{ payload: object, cached: boolean, fetchMode: string|null }}
+ */
+export async function ensurePriceHistory(symbol, interval = '1d', { fresh = false, ttlMs } = {}) {
+  if (!ttlMs) ttlMs = TTL_BY_INTERVAL[interval] || TTL_BY_INTERVAL['1d'];
+  let bars = getPriceBars(symbol, interval);
+  if (!bars.length) importLegacyHistCaches(symbol, interval);
+  bars = getPriceBars(symbol, interval);
+  if (bars.length && !barsMatchInterval(bars, interval)) {
+    deletePriceBars(symbol, interval);
+    bars = [];
+  }
+
+  const mk = metaKey(symbol, interval);
+  let metaEntry = getCachedEntry(mk);
+  let meta = metaEntry?.value || { symbol, interval };
+
+  const mode = planFetch(bars, metaEntry?.updatedAt, fresh, ttlMs, interval);
+  let fetchError = null;
+
+  if (mode === 'full') {
+    try {
+      const hist = await fetchOrResample(symbol, interval);
+      upsertPriceBars(symbol, interval, hist.points);
+      meta = {
+        symbol: hist.symbol || symbol,
+        name: hist.name,
+        currency: hist.currency,
+        source: hist.source,
+        interval,
+        _fetchedAt: Date.now(),
+        _fetchMode: 'full',
+      };
+      putCachedJSON(mk, meta);
+      bars = getPriceBars(symbol, interval);
+    } catch (e) {
+      fetchError = String(e?.message || e);
+      if (!bars.length) throw e;
+    }
+  } else if (mode === 'incremental') {
+    const lastDate = bars[bars.length - 1].date;
+    try {
+      let patch;
+      try {
+        patch = await getHistorySince(symbol, lastDate, 'max', interval);
+        if (interval !== '1d' && !barsMatchInterval(patch.points.map(p => ({ date: p.date })), interval)) {
+          throw new Error('patch_not_weekly');
+        }
+      } catch {
+        const daily = priceBarsToPoints(getPriceBars(symbol, '1d'));
+        const resampled = resampleBars(daily, interval);
+        const idx = resampled.findIndex(p => p.date > lastDate);
+        patch = {
+          symbol,
+          interval,
+          points: idx >= 0 ? resampled.slice(idx) : [],
+          source: interval === '1wk' ? '本機日線→周線' : '本機日線→月線',
+        };
+      }
+      const added = upsertPriceBars(symbol, interval, patch.points);
+      meta = {
+        ...meta,
+        symbol: patch.symbol || symbol,
+        name: patch.name || meta.name,
+        currency: patch.currency || meta.currency,
+        source: patch.source || meta.source,
+        interval,
+        _fetchedAt: Date.now(),
+        _fetchMode: 'incremental',
+        _lastIncrementalAt: Date.now(),
+        _barsAdded: added,
+      };
+      putCachedJSON(mk, meta);
+      bars = getPriceBars(symbol, interval);
+    } catch (e) {
+      fetchError = String(e?.message || e);
+    }
+  }
+
+  const stat = getPriceBarMeta(symbol, interval);
+  const allPoints = priceBarsToPoints(bars);
+  const points = filterResearchBars(allPoints, interval);
+  const lastResearch = points.length ? points[points.length - 1].date : null;
+  return {
+    payload: {
+      symbol,
+      name: meta.name || null,
+      currency: meta.currency || null,
+      interval,
+      source: meta.source || 'MacroScope DB',
+      range: 'max',
+      points,
+      allBarsPoints: allPoints,
+      dbBars: stat.n,
+      researchBars: points.length,
+      firstDate: points[0]?.date || stat.first_date,
+      lastDate: lastResearch || stat.last_date,
+      researchThrough: lastResearch,
+      researchNote: interval === '1d'
+        ? '研究用日線截至昨日完整 K 線（今日未收盤不納入）'
+        : interval === '1wk'
+          ? '研究用周線截至上一根完整週 K'
+          : '研究用月線截至上一根完整月 K',
+      cached: mode == null,
+      fetchMode: mode,
+      fetchError,
+    },
+    cached: mode == null,
+    fetchMode: mode,
+  };
+}
+
+/** 成交量圖：在研究用 K 線之外，盡量附上「當日」成交量（來自 DB 當根或即時報價） */
+export function buildVolumeSeries(researchPoints, allPoints, quote = {}, interval = '1d') {
+  if (interval !== '1d' || !researchPoints?.length) return researchPoints || [];
+  const today = todayISO();
+  let todayVol = quote?.volume != null ? Number(quote.volume) : null;
+  const rawToday = (allPoints || []).find(p => p.date === today);
+  if (rawToday?.volume != null) todayVol = Number(rawToday.volume);
+
+  const pts = researchPoints.map(p => ({ ...p }));
+  if (todayVol == null || isNaN(todayVol)) return pts;
+
+  const last = pts[pts.length - 1];
+  if (last?.date === today) {
+    pts[pts.length - 1] = { ...last, volume: todayVol };
+    return pts;
+  }
+
+  const px = quote?.price ?? quote?.regularMarketPrice ?? last?.close;
+  if (px == null) return pts;
+  pts.push({
+    date: today,
+    open: quote?.previousClose ?? px,
+    high: quote?.dayHigh ?? px,
+    low: quote?.dayLow ?? px,
+    close: px,
+    volume: todayVol,
+    adjclose: px,
+    partialSession: true,
+  });
+  return pts;
+}
\ No newline at end of file
diff --git a/lib/sec-archive.js b/lib/sec-archive.js
new file mode 100644
index 0000000..b62709b
--- /dev/null
+++ b/lib/sec-archive.js
@@ -0,0 +1,433 @@
+// SEC 重要申報與財報／法說相關資料：抓取後寫入本機 archive/ + SQLite，避免連結失效
+import fs from 'node:fs';
+import path from 'node:path';
+import { fileURLToPath } from 'node:url';
+import {
+  listSecFilings, upsertSecFiling, listEarningsEvents, upsertEarningsEvent,
+  getSecArchiveMeta, saveSecArchiveMeta,
+} from './db.js';
+import { fetchEarningsEvents } from './calendar.js';
+import { resolveInvestorRelationsUrl } from './companyintel-links.js';
+import { yahooQuoteSummary } from './yahoo-session.js';
+
+const __dirname = path.dirname(fileURLToPath(import.meta.url));
+const ARCHIVE_ROOT = path.join(__dirname, '..', 'archive', 'sec');
+const SEC_UA = 'EmmyInvestDashboard/1.0 (personal learning tool; contact@example.com)';
+const MAX_FILINGS_SYNC = 36;
+const MAX_FILE_BYTES = 12 * 1024 * 1024;
+const EXCERPT_LEN = 4000;
+
+const IMPORTANT_FORMS = new Set([
+  '10-K', '10-Q', '8-K', '6-K', '20-F', 'DEF 14A', 'DEFA14A', 'S-1', 'S-3', 'F-1', 'F-3',
+  '424B1', '424B2', '424B3', '424B4', '424B5', 'SC 13D', 'SC 13G', '4', '3', '5',
+]);
+
+const FORM_ZH = {
+  '10-K': '年報', '10-Q': '季報', '8-K': '重大事件（含財報公告）', '6-K': '外國公司重大事件',
+  '20-F': '外國公司年報', 'DEF 14A': '股東會說明書', 'DEFA14A': '股東會補充', 'S-1': '上市／增資說明',
+  'S-3': '增資說明', 'F-1': '外國公司上市', 'F-3': '外國公司增資', '4': '內部人交易',
+  '3': '內部人持股', '5': '內部人年度', 'SC 13D': '主動持股申報', 'SC 13G': '被動持股申報',
+};
+
+function formLabelZh(form) {
+  const base = String(form || '').replace(/\/A$/i, '');
+  return FORM_ZH[base] || FORM_ZH[form] || form;
+}
+
+function isImportantForm(form) {
+  const f = String(form || '').trim();
+  if (!f) return false;
+  const base = f.replace(/\/A$/i, '');
+  if (IMPORTANT_FORMS.has(base) || IMPORTANT_FORMS.has(f)) return true;
+  if (/^424B/i.test(f)) return true;
+  return false;
+}
+
+let _tickerMap = null;
+async function tickerToCik(symbol) {
+  if (!_tickerMap) {
+    const res = await fetch('https://www.sec.gov/files/company_tickers.json', { headers: { 'User-Agent': SEC_UA } });
+    if (!res.ok) throw new Error(`SEC tickers HTTP ${res.status}`);
+    const d = await res.json();
+    _tickerMap = {};
+    for (const k of Object.keys(d)) {
+      _tickerMap[String(d[k].ticker).toUpperCase()] = {
+        cik: String(d[k].cik_str).padStart(10, '0'),
+        name: d[k].title,
+      };
+    }
+  }
+  return _tickerMap[symbol] || null;
+}
+
+async function text(url, ms = 20000) {
+  const ctrl = new AbortController();
+  const timer = setTimeout(() => ctrl.abort(), ms);
+  try {
+    const res = await fetch(url, { headers: { 'User-Agent': SEC_UA }, signal: ctrl.signal });
+    if (!res.ok) throw new Error(`HTTP ${res.status}`);
+    return await res.text();
+  } finally { clearTimeout(timer); }
+}
+
+async function json(url, ms = 15000) {
+  const res = await fetch(url, { headers: { 'User-Agent': SEC_UA, Accept: 'application/json' }, signal: AbortSignal.timeout(ms) });
+  if (!res.ok) throw new Error(`HTTP ${res.status}`);
+  return res.json();
+}
+
+function accNoDash(accn) {
+  return String(accn || '').replace(/-/g, '');
+}
+
+function filingDir(symbol, accn) {
+  return path.join(ARCHIVE_ROOT, symbol, accNoDash(accn));
+}
+
+function edgarPrimaryUrl(cikNum, accn, primary) {
+  return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNoDash(accn)}/${primary}`;
+}
+
+function edgarTxtUrl(cikNum, accn) {
+  return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNoDash(accn)}/${accn}.txt`;
+}
+
+function edgarIndexJsonUrl(cikNum, accn) {
+  return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accNoDash(accn)}/${accn}-index.json`;
+}
+
+function ensureDir(dir) {
+  fs.mkdirSync(dir, { recursive: true });
+}
+
+function writeIfAbsent(filePath, content) {
+  if (fs.existsSync(filePath)) return false;
+  fs.writeFileSync(filePath, content);
+  return true;
+}
+
+function excerptFromHtml(html) {
+  const plain = String(html || '')
+    .replace(/<script[\s\S]*?<\/script>/gi, '')
+    .replace(/<style[\s\S]*?<\/style>/gi, '')
+    .replace(/<[^>]+>/g, ' ')
+    .replace(/&#\d+;/g, ' ')
+    .replace(/\s+/g, ' ')
+    .trim();
+  return plain.slice(0, EXCERPT_LEN);
+}
+
+function isEarnings8k(txt, description) {
+  const blob = `${description || ''}\n${txt || ''}`.slice(0, 120000);
+  return /Item\s+2\.02/i.test(blob) || /Results of Operations and Financial Condition/i.test(blob)
+    || /財報|earnings release|quarterly results/i.test(blob);
+}
+
+function collectFilingsFromSubmissions(sub, symbol) {
+  const f = sub.filings?.recent || {};
+  const out = [];
+  const forms = f.form || [];
+  for (let i = 0; i < forms.length && out.length < MAX_FILINGS_SYNC * 2; i++) {
+    const form = forms[i];
+    if (!isImportantForm(form)) continue;
+    const accn = f.accessionNumber[i];
+    if (!accn) continue;
+    out.push({
+      symbol,
+      accession: accn,
+      form,
+      formZh: formLabelZh(form),
+      filedDate: f.filingDate[i] || null,
+      reportDate: f.reportDate?.[i] || null,
+      primaryDocument: f.primaryDocument?.[i] || null,
+      description: f.primaryDocDescription?.[i] || f.description?.[i] || '',
+      isEarningsRelated: form.replace(/\/A$/i, '') === '8-K',
+    });
+    if (out.length >= MAX_FILINGS_SYNC) break;
+  }
+  return out;
+}
+
+async function downloadToFile(url, destPath) {
+  const ctrl = new AbortController();
+  const timer = setTimeout(() => ctrl.abort(), 45000);
+  try {
+    const res = await fetch(url, { headers: { 'User-Agent': SEC_UA }, signal: ctrl.signal });
+    if (!res.ok) throw new Error(`HTTP ${res.status}`);
+    const buf = Buffer.from(await res.arrayBuffer());
+    if (buf.length > MAX_FILE_BYTES) return { skipped: true, reason: 'too_large', size: buf.length };
+    ensureDir(path.dirname(destPath));
+    fs.writeFileSync(destPath, buf);
+    return { skipped: false, size: buf.length };
+  } finally { clearTimeout(timer); }
+}
+
+async function archiveFiling(meta, cikNum) {
+  const { symbol, accession, primaryDocument } = meta;
+  const dir = filingDir(symbol, accession);
+  const metaPath = path.join(dir, 'meta.json');
+  if (fs.existsSync(metaPath)) {
+    try {
+      const prev = JSON.parse(fs.readFileSync(metaPath, 'utf8'));
+      if (prev.localPrimary) {
+        return { ...meta, localPrimary: prev.localPrimary, localTxt: prev.localTxt || null, excerpt: prev.excerpt || null, archived: true, reused: true };
+      }
+    } catch { /* re-download */ }
+  }
+
+  ensureDir(dir);
+  const files = { localPrimary: null, localTxt: null, excerpt: null, archived: false, reused: false };
+  const primary = primaryDocument || `${accession}.txt`;
+
+  if (primary && !primary.endsWith('.txt')) {
+    const url = edgarPrimaryUrl(cikNum, accession, primary);
+    const ext = path.extname(primary) || '.htm';
+    const dest = path.join(dir, `primary${ext}`);
+    try {
+      const r = await downloadToFile(url, dest);
+      if (!r.skipped) {
+        files.localPrimary = path.relative(path.join(__dirname, '..'), dest);
+        const html = fs.readFileSync(dest, 'utf8');
+        files.excerpt = excerptFromHtml(html);
+        files.archived = true;
+      }
+    } catch { /* metadata only */ }
+  }
+
+  const txtUrl = edgarTxtUrl(cikNum, accession);
+  const txtDest = path.join(dir, 'filing.txt');
+  try {
+    const r = await downloadToFile(txtUrl, txtDest);
+    if (!r.skipped) {
+      files.localTxt = path.relative(path.join(__dirname, '..'), txtDest);
+      files.archived = true;
+      if (!files.excerpt) {
+        const raw = fs.readFileSync(txtDest, 'utf8').slice(0, 80000);
+        files.excerpt = excerptFromHtml(raw);
+      }
+    }
+  } catch { /* ok */ }
+
+  const earningsExhibits = [];
+  if (meta.isEarningsRelated) {
+    try {
+      const idx = await json(edgarIndexJsonUrl(cikNum, accession));
+      const items = idx.directory?.item || [];
+      for (const it of items) {
+        const name = String(it.name || '');
+        const desc = String(it.description || '');
+        if (!/ex-99|press release|earnings/i.test(name + desc)) continue;
+        if (!/\.htm|\.html|\.txt$/i.test(name)) continue;
+        const exUrl = edgarPrimaryUrl(cikNum, accession, name);
+        const exDest = path.join(dir, name.replace(/[^\w.\-]+/g, '_'));
+        try {
+          const r = await downloadToFile(exUrl, exDest);
+          if (!r.skipped) {
+            earningsExhibits.push({
+              name,
+              description: desc,
+              localPath: path.relative(path.join(__dirname, '..'), exDest),
+              url: exUrl,
+            });
+          }
+        } catch { /* skip exhibit */ }
+      }
+    } catch { /* no index */ }
+  }
+
+  const fullMeta = {
+    ...meta,
+    ...files,
+    earningsExhibits,
+    edgarUrl: `https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=${cikNum}&type=${encodeURIComponent(meta.form)}&dateb=&owner=include&count=40`,
+    archivedAt: new Date().toISOString(),
+  };
+  fs.writeFileSync(metaPath, JSON.stringify(fullMeta, null, 2));
+  return fullMeta;
+}
+
+async function syncEarningsCalendar(symbol) {
+  const today = new Date();
+  const start = new Date(today);
+  start.setUTCDate(start.getUTCDate() - 400);
+  const end = new Date(today);
+  end.setUTCDate(end.getUTCDate() + 120);
+  const startISO = start.toISOString().slice(0, 10);
+  const endISO = end.toISOString().slice(0, 10);
+  const events = await fetchEarningsEvents(startISO, endISO, [symbol]);
+  let n = 0;
+  for (const ev of events) {
+    upsertEarningsEvent({
+      symbol,
+      eventDate: ev.date,
+      title: ev.title,
+      titleZh: ev.title,
+      timeLabel: ev.time || '',
+      source: ev.source || 'Nasdaq earnings',
+      url: ev.url,
+      note: ev.note || '',
+      kind: 'earnings_calendar',
+    });
+    n++;
+  }
+  return n;
+}
+
+export async function syncSecArchive(symbol, { force = false } = {}) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  if (!symbol) throw new Error('bad_symbol');
+  const hit = await tickerToCik(symbol);
+  if (!hit) throw new Error('cik_not_found');
+
+  const meta0 = getSecArchiveMeta(symbol);
+  const softMs = (Number(process.env.SEC_ARCHIVE_SOFT_HOURS) || 12) * 3600 * 1000;
+  if (!force && meta0?.lastSyncAt && Date.now() - meta0.lastSyncAt < softMs) {
+    return {
+      symbol,
+      skipped: true,
+      filings: listSecFilings(symbol),
+      earnings: listEarningsEvents(symbol),
+      meta: meta0,
+    };
+  }
+
+  const sub = await json(`https://data.sec.gov/submissions/CIK${hit.cik}.json`);
+  const cikNum = Number(hit.cik);
+  let investorUrl = null;
+  try {
+    const y = await yahooQuoteSummary(symbol, 'assetProfile');
+    investorUrl = resolveInvestorRelationsUrl(y?.assetProfile?.website)?.url || null;
+  } catch { /* */ }
+  const candidates = collectFilingsFromSubmissions(sub, symbol);
+  const synced = [];
+  let downloaded = 0;
+
+  for (const row of candidates) {
+    let archived = null;
+    try {
+      archived = await archiveFiling({ ...row, cik: hit.cik, companyName: hit.name }, cikNum);
+      if (archived.archived && !archived.reused) downloaded++;
+    } catch {
+      archived = { ...row, archived: false };
+    }
+
+    let earningsFlag = row.isEarningsRelated;
+    let excerpt = archived?.excerpt || null;
+    if (earningsFlag && archived?.localTxt) {
+      try {
+        const txt = fs.readFileSync(path.join(__dirname, '..', archived.localTxt), 'utf8');
+        earningsFlag = isEarnings8k(txt, row.description);
+        if (earningsFlag && !excerpt) excerpt = excerptFromHtml(txt);
+      } catch { /* */ }
+    } else if (archived?.localTxt) {
+      try {
+        const txt = fs.readFileSync(path.join(__dirname, '..', archived.localTxt), 'utf8').slice(0, 50000);
+        if (isEarnings8k(txt, row.description)) earningsFlag = true;
+      } catch { /* */ }
+    }
+
+    upsertSecFiling({
+      symbol,
+      accession: row.accession,
+      form: row.form,
+      formZh: row.formZh,
+      filedDate: row.filedDate,
+      reportDate: row.reportDate,
+      description: row.description,
+      primaryDocument: row.primaryDocument,
+      url: row.primaryDocument
+        ? edgarPrimaryUrl(cikNum, row.accession, row.primaryDocument)
+        : edgarTxtUrl(cikNum, row.accession),
+      localPrimary: archived?.localPrimary || null,
+      localTxt: archived?.localTxt || null,
+      excerpt,
+      isEarningsRelated: earningsFlag ? 1 : 0,
+      earningsExhibits: archived?.earningsExhibits ? JSON.stringify(archived.earningsExhibits) : null,
+    });
+
+    if (earningsFlag) {
+      upsertEarningsEvent({
+        symbol,
+        eventDate: row.reportDate || row.filedDate,
+        title: `${symbol} 財報／重大事件 8-K`,
+        titleZh: `${symbol} 財報公告（8-K Item 2.02）`,
+        timeLabel: '',
+        source: 'SEC 8-K',
+        url: archived?.localPrimary
+          ? null
+          : (row.primaryDocument ? edgarPrimaryUrl(cikNum, row.accession, row.primaryDocument) : edgarTxtUrl(cikNum, row.accession)),
+        note: row.description || '已封存申報全文；法說逐字稿多由公司投資人關係頁發布',
+        kind: 'sec_8k',
+        accession: row.accession,
+        transcriptSearchUrl: investorUrl,
+      });
+    }
+
+    synced.push({
+      ...row,
+      archived: !!archived?.archived,
+      localPrimary: archived?.localPrimary,
+      isEarningsRelated: earningsFlag,
+    });
+  }
+
+  const earnN = await syncEarningsCalendar(symbol).catch(() => 0);
+
+  const meta = {
+    symbol,
+    companyName: hit.name,
+    cik: hit.cik,
+    lastSyncAt: Date.now(),
+    filingCount: listSecFilings(symbol).length,
+    earningsCount: listEarningsEvents(symbol).length,
+    downloadedThisRun: downloaded,
+    earningsCalendarSynced: earnN,
+  };
+  saveSecArchiveMeta(symbol, meta);
+
+  return {
+    symbol,
+    skipped: false,
+    filings: listSecFilings(symbol),
+    earnings: listEarningsEvents(symbol),
+    meta,
+    synced,
+  };
+}
+
+export function getSecArchivePayload(symbol) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  return {
+    symbol,
+    filings: listSecFilings(symbol),
+    earnings: listEarningsEvents(symbol),
+    meta: getSecArchiveMeta(symbol),
+  };
+}
+
+export function resolveArchiveFile(symbol, accession, file) {
+  symbol = String(symbol || '').trim().toUpperCase();
+  const dir = filingDir(symbol, accession);
+  if (!fs.existsSync(dir)) return null;
+  const safe = path.basename(String(file || 'primary.htm'));
+  const full = path.join(dir, safe);
+  if (!full.startsWith(dir)) return null;
+  if (!fs.existsSync(full)) {
+    const metaPath = path.join(dir, 'meta.json');
+    if (fs.existsSync(metaPath)) {
+      try {
+        const m = JSON.parse(fs.readFileSync(metaPath, 'utf8'));
+        if (m.localPrimary) {
+          const p = path.join(__dirname, '..', m.localPrimary);
+          if (fs.existsSync(p)) return p;
+        }
+        if (m.localTxt) {
+          const p = path.join(__dirname, '..', m.localTxt);
+          if (fs.existsSync(p)) return p;
+        }
+      } catch { /* */ }
+    }
+    return null;
+  }
+  return full;
+}
\ No newline at end of file
diff --git a/lib/sector-flow.js b/lib/sector-flow.js
new file mode 100644
index 0000000..d17cb16
--- /dev/null
+++ b/lib/sector-flow.js
@@ -0,0 +1,372 @@
+// 美股 11 大板塊（SPDR 行業 ETF）— 熱力圖、輪動、資金流向、ETF 規模（機構被動配置 proxy）
+import { getHistory } from './marketdata.js';
+import { yahooQuoteSummary, resetYahooAuth, sleep as yahooSleep } from './yahoo-session.js';
+
+const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
+
+export const SECTOR_ETFS = [
+  { etf: 'XLK', nameZh: '科技', nameEn: 'Technology', group: 'growth' },
+  { etf: 'XLC', nameZh: '通訊服務', nameEn: 'Communication', group: 'growth' },
+  { etf: 'XLY', nameZh: '非必需消費', nameEn: 'Cons. Discretionary', group: 'cyclical' },
+  { etf: 'XLP', nameZh: '必需消費', nameEn: 'Cons. Staples', group: 'defensive' },
+  { etf: 'XLE', nameZh: '能源', nameEn: 'Energy', group: 'cyclical' },
+  { etf: 'XLF', nameZh: '金融', nameEn: 'Financials', group: 'cyclical' },
+  { etf: 'XLV', nameZh: '醫療保健', nameEn: 'Health Care', group: 'defensive' },
+  { etf: 'XLI', nameZh: '工業', nameEn: 'Industrials', group: 'cyclical' },
+  { etf: 'XLB', nameZh: '原物料', nameEn: 'Materials', group: 'cyclical' },
+  { etf: 'XLRE', nameZh: '房地產', nameEn: 'Real Estate', group: 'rate_sensitive' },
+  { etf: 'XLU', nameZh: '公用事業', nameEn: 'Utilities', group: 'defensive' },
+];
+
+const BENCHMARK = 'SPY';
+
+/** Yahoo 限流時的示意持股（僅 SPY；板塊 ETF 仍嘗試即時抓取） */
+const TOP_HOLDINGS_FALLBACK = {
+  SPY: [
+    { symbol: 'NVDA', name: 'NVIDIA Corp', pct: 7.85, pctFmt: '7.85%' },
+    { symbol: 'AAPL', name: 'Apple Inc', pct: 6.45, pctFmt: '6.45%' },
+    { symbol: 'MSFT', name: 'Microsoft Corp', pct: 4.9, pctFmt: '4.90%' },
+    { symbol: 'AMZN', name: 'Amazon.com Inc', pct: 3.8, pctFmt: '3.80%' },
+    { symbol: 'META', name: 'Meta Platforms Inc', pct: 3.2, pctFmt: '3.20%' },
+    { symbol: 'GOOGL', name: 'Alphabet Inc Class A', pct: 2.9, pctFmt: '2.90%' },
+    { symbol: 'GOOG', name: 'Alphabet Inc Class C', pct: 2.5, pctFmt: '2.50%' },
+    { symbol: 'BRK-B', name: 'Berkshire Hathaway Inc Class B', pct: 2.4, pctFmt: '2.40%' },
+    { symbol: 'AVGO', name: 'Broadcom Inc', pct: 2.3, pctFmt: '2.30%' },
+    { symbol: 'TSLA', name: 'Tesla Inc', pct: 2.1, pctFmt: '2.10%' },
+  ],
+};
+
+function closeAt(points, idx) {
+  if (!points?.length) return null;
+  const i = idx < 0 ? points.length + idx : idx;
+  const p = points[i];
+  if (!p) return null;
+  return p.adjclose ?? p.close;
+}
+
+function returnOver(points, days) {
+  if (!points?.length || points.length <= days) return null;
+  const last = closeAt(points, -1);
+  const prev = closeAt(points, -1 - days);
+  if (last == null || prev == null || !prev) return null;
+  return ((last / prev) - 1) * 100;
+}
+
+function avgVolume(points, days) {
+  const slice = points.slice(-days).map(p => p.volume).filter(v => v != null && v > 0);
+  if (!slice.length) return null;
+  return slice.reduce((a, b) => a + b, 0) / slice.length;
+}
+
+async function fetchEtfTopHoldings(symbols, limit = 10) {
+  const out = {};
+  for (const sym of symbols) {
+    try {
+      const r = await yahooQuoteSummary(sym, 'topHoldings');
+      const list = r?.topHoldings?.holdings || [];
+      out[sym] = list.slice(0, limit).map(h => ({
+        symbol: (h.symbol || '').toUpperCase(),
+        name: h.holdingName || h.symbol,
+        pct: h.holdingPercent?.raw != null ? h.holdingPercent.raw * 100 : null,
+        pctFmt: h.holdingPercent?.fmt || null,
+      })).filter(h => h.symbol);
+    } catch { /* skip */ }
+    await new Promise(r => setTimeout(r, 120));
+  }
+  return out;
+}
+
+function mergeHoldingsWithFallback(fetched, symbols) {
+  const out = { ...fetched };
+  let usedFallback = false;
+  for (const sym of symbols) {
+    if (out[sym]?.length) continue;
+    if (TOP_HOLDINGS_FALLBACK[sym]) {
+      out[sym] = TOP_HOLDINGS_FALLBACK[sym];
+      usedFallback = true;
+    }
+  }
+  return { out, usedFallback };
+}
+
+async function fetchEtfAum(symbols) {
+  const out = {};
+  for (const sym of symbols) {
+    try {
+      const r = await yahooQuoteSummary(sym, 'defaultKeyStatistics');
+      const raw = r?.defaultKeyStatistics?.totalAssets?.raw;
+      if (raw != null) out[sym] = raw;
+    } catch { /* skip symbol */ }
+    await new Promise(r => setTimeout(r, 100));
+  }
+  return out;
+}
+
+function rotationQuadrant(rs20, momentum) {
+  // 類 RRG：X=相對大盤強度，Y=短期動能（5日減20日）
+  if (rs20 >= 0 && momentum >= 0) return { key: 'leading', labelZh: '領漲', tone: 'good' };
+  if (rs20 >= 0 && momentum < 0) return { key: 'weakening', labelZh: '轉弱', tone: 'warn' };
+  if (rs20 < 0 && momentum >= 0) return { key: 'improving', labelZh: '改善', tone: 'good' };
+  return { key: 'lagging', labelZh: '落後', tone: 'bad' };
+}
+
+function buildSectorRow(meta, points, spyPoints, aum) {
+  const ret1d = returnOver(points, 1);
+  const ret5d = returnOver(points, 5);
+  const ret20d = returnOver(points, 20);
+  const ret60d = returnOver(points, 60);
+  const spy20 = returnOver(spyPoints, 20);
+  const spy5 = returnOver(spyPoints, 5);
+  const rs20 = ret20d != null && spy20 != null ? ret20d - spy20 : null;
+  const rs5 = ret5d != null && spy5 != null ? ret5d - spy5 : null;
+  const momentum = rs5 != null && rs20 != null ? rs5 - rs20 : null;
+  const volToday = points.at(-1)?.volume;
+  const avgVol = avgVolume(points, 20);
+  const volRatio = volToday && avgVol ? volToday / avgVol : null;
+  const flowScore = volRatio != null && ret5d != null
+    ? volRatio * (ret5d >= 0 ? 1 : -1) * Math.min(Math.abs(ret5d), 8)
+    : null;
+  const quad = rs20 != null && momentum != null ? rotationQuadrant(rs20, momentum) : null;
+  const price = closeAt(points, -1);
+  return {
+    ...meta,
+    price,
+    ret1d, ret5d, ret20d, ret60d,
+    rs20, rs5, momentum,
+    volRatio,
+    flowScore,
+    aum,
+    aumB: aum != null ? aum / 1e9 : null,
+    quadrant: quad,
+  };
+}
+
+function summarizeRotation(rows) {
+  const ranked = [...rows].filter(r => r.rs20 != null).sort((a, b) => b.rs20 - a.rs20);
+  const leader = ranked[0];
+  const laggard = ranked[ranked.length - 1];
+  const byQuad = { leading: [], weakening: [], improving: [], lagging: [] };
+  for (const r of rows) {
+    if (r.quadrant?.key) byQuad[r.quadrant.key].push(r.etf);
+  }
+  const cyclicalAvg = avgOf(rows.filter(r => r.group === 'cyclical' || r.group === 'growth'), 'rs20');
+  const defensiveAvg = avgOf(rows.filter(r => r.group === 'defensive' || r.group === 'rate_sensitive'), 'rs20');
+  let regime = '均衡輪動';
+  let regimeNote = '景氣敏感與防禦板塊表現接近，資金未明顯單邊押注。';
+  if (cyclicalAvg != null && defensiveAvg != null) {
+    const spread = cyclicalAvg - defensiveAvg;
+    if (spread > 1.5) {
+      regime = '偏景氣／成長';
+      regimeNote = `循環型板塊 20 日相對強度平均較防禦型高 ${spread.toFixed(1)} 個百分點，資金偏向風險與景氣復甦敘事。`;
+    } else if (spread < -1.5) {
+      regime = '偏防禦';
+      regimeNote = `防禦型板塊相對較強（差距約 ${Math.abs(spread).toFixed(1)} pct），市場偏避險或降風險偏好。`;
+    }
+  }
+  return {
+    leader: leader ? { etf: leader.etf, nameZh: leader.nameZh, rs20: leader.rs20 } : null,
+    laggard: laggard ? { etf: laggard.etf, nameZh: laggard.nameZh, rs20: laggard.rs20 } : null,
+    ranked: ranked.map(r => ({ etf: r.etf, nameZh: r.nameZh, rs20: r.rs20, quadrant: r.quadrant?.labelZh })),
+    byQuadrant: byQuad,
+    regime,
+    regimeNote,
+    cyclicalAvg,
+    defensiveAvg,
+  };
+}
+
+function avgOf(rows, field) {
+  const vals = rows.map(r => r[field]).filter(v => v != null);
+  if (!vals.length) return null;
+  return vals.reduce((a, b) => a + b, 0) / vals.length;
+}
+
+function institutionalView(rows) {
+  let withAum = rows.filter(r => r.aumB != null).sort((a, b) => b.aumB - a.aumB);
+  let aumProxy = false;
+  if (!withAum.length) {
+    aumProxy = true;
+    withAum = [...rows]
+      .filter(r => r.price != null)
+      .sort((a, b) => (b.flowScore || 0) - (a.flowScore || 0))
+      .map((r, i, arr) => {
+        const w = Math.max(1, Math.abs(r.flowScore || 0) + Math.abs(r.rs20 || 0) + 1);
+        return { etf: r.etf, nameZh: r.nameZh, aumB: w, sharePct: null, _rank: i };
+      });
+    const sum = withAum.reduce((s, r) => s + r.aumB, 0);
+    withAum = withAum.map(r => ({ ...r, sharePct: sum ? (r.aumB / sum) * 100 : null }));
+  }
+  const totalAum = withAum.reduce((s, r) => s + (r.aumB || 0), 0);
+  const byFlow = [...rows].filter(r => r.flowScore != null).sort((a, b) => b.flowScore - a.flowScore);
+  return {
+    totalAumB: totalAum || null,
+    aumProxy,
+    byAum: withAum.map(r => ({
+      etf: r.etf,
+      nameZh: r.nameZh,
+      aumB: r.aumB,
+      sharePct: r.sharePct ?? (totalAum ? (r.aumB / totalAum) * 100 : null),
+    })),
+    flowLeaders: byFlow.slice(0, 5).map(r => ({
+      etf: r.etf,
+      nameZh: r.nameZh,
+      flowScore: r.flowScore,
+      ret5d: r.ret5d,
+      volRatio: r.volRatio,
+      note: flowNote(r),
+    })),
+    flowLaggards: byFlow.slice(-3).reverse().map(r => ({
+      etf: r.etf,
+      nameZh: r.nameZh,
+      flowScore: r.flowScore,
+      ret5d: r.ret5d,
+      volRatio: r.volRatio,
+      note: flowNote(r),
+    })),
+    disclaimer: aumProxy
+      ? 'ETF 總資產暫時無法連線取得，下表改以「流向動能分數」相對占比示意機構資金關注度（非實際 AUM）。流向分數＝量能異常×5日報酬方向。'
+      : 'ETF 總資產為被動／機構配置規模 proxy（Yahoo totalAssets）；流向分數結合近 5 日報酬與成交量異常，非官方申報流向。',
+  };
+}
+
+function flowNote(r) {
+  const parts = [];
+  if (r.ret5d != null) parts.push(`5日 ${r.ret5d >= 0 ? '+' : ''}${r.ret5d.toFixed(1)}%`);
+  if (r.volRatio != null) parts.push(`量能 ${r.volRatio.toFixed(2)}× 均量`);
+  return parts.join(' · ');
+}
+
+function buildStockExposure(holdingsByEtf, rotation, rows) {
+  const packs = [];
+  const spy = holdingsByEtf[BENCHMARK];
+  if (spy?.length) {
+    packs.push({
+      etf: BENCHMARK,
+      nameZh: 'S&P 500 大盤',
+      reason: '指數與被動基金的核心配置，代表整體機構底倉。',
+      holdings: spy,
+    });
+  }
+  const ranked = (rotation?.ranked || []).slice(0, 3);
+  for (const r of ranked) {
+    const list = holdingsByEtf[r.etf];
+    if (!list?.length) continue;
+    const meta = rows.find(x => x.etf === r.etf);
+    packs.push({
+      etf: r.etf,
+      nameZh: meta?.nameZh || r.nameZh,
+      reason: `20 日相對大盤 RS ${r.rs20 != null ? (r.rs20 >= 0 ? '+' : '') + r.rs20.toFixed(1) + '%' : '—'}，資金輪動偏強的板塊。`,
+      holdings: list,
+    });
+  }
+  const composite = {};
+  for (const p of packs) {
+    const w = p.etf === BENCHMARK ? 1 : 0.65;
+    for (const h of p.holdings) {
+      if (!composite[h.symbol]) composite[h.symbol] = { symbol: h.symbol, name: h.name, score: 0, refs: [] };
+      composite[h.symbol].score += (h.pct || 0) * w;
+      composite[h.symbol].refs.push(p.etf);
+    }
+  }
+  const topStocks = Object.values(composite)
+    .sort((a, b) => b.score - a.score)
+    .slice(0, 12)
+    .map(s => ({ ...s, refs: [...new Set(s.refs)] }));
+  return {
+    packs,
+    topStocks,
+    howToRead: '下方為各 ETF 最新公布的前十大持股（非即時買賣紀錄）。機構「買什麼」在實務上常透過 ETF 與指數基金間接持有；要看單一對沖基金最新建倉，需查 13F（季報、約延遲 45 天）。',
+    disclaimer: '持股來自 Yahoo ETF topHoldings，更新頻率通常為每月；與 13F、Dark pool 即時流向不同。',
+    usedFallback: false,
+  };
+}
+
+export async function buildSectorFlowPayload() {
+  const symbols = [...SECTOR_ETFS.map(s => s.etf), BENCHMARK];
+
+  // 最先抓大盤持股（避免後續 Yahoo 請求過多被限流）
+  let earlyHoldings = {};
+  try {
+    resetYahooAuth();
+    earlyHoldings = await fetchEtfTopHoldings([BENCHMARK], 10);
+  } catch { /* optional */ }
+
+  const histories = await Promise.all(symbols.map(async sym => {
+    try {
+      const h = await getHistory(sym, '6mo', '1d');
+      return [sym, h.points];
+    } catch {
+      return [sym, null];
+    }
+  }));
+  const pts = Object.fromEntries(histories);
+  const spyPoints = pts[BENCHMARK];
+  if (!spyPoints?.length) throw new Error('無法取得 SPY 基準');
+
+  // 先算輪動，優先抓 ETF 持股（僅 4 檔、避免在 11 次 AUM 之後被 Yahoo 限流）
+  const prelimRows = SECTOR_ETFS.map(meta => {
+    const points = pts[meta.etf];
+    if (!points?.length) return { ...meta, error: 'no_data' };
+    return buildSectorRow(meta, points, spyPoints, null);
+  }).filter(Boolean);
+  const rotationPre = summarizeRotation(prelimRows.filter(s => !s.error));
+  const holdingEtfs = [BENCHMARK, ...(rotationPre.ranked || []).slice(0, 3).map(r => r.etf)];
+  const uniqueHoldEtfs = [...new Set(holdingEtfs)];
+  let stockExposure = null;
+  let holdingsUsedFallback = false;
+  try {
+    let holdingsByEtf = { ...earlyHoldings };
+    const needFetch = uniqueHoldEtfs.filter(s => !holdingsByEtf[s]);
+    if (needFetch.length) {
+      await yahooSleep(300);
+      const more = await fetchEtfTopHoldings(needFetch, 10);
+      holdingsByEtf = { ...holdingsByEtf, ...more };
+    }
+    const merged = mergeHoldingsWithFallback(holdingsByEtf, uniqueHoldEtfs);
+    holdingsByEtf = merged.out;
+    holdingsUsedFallback = merged.usedFallback;
+    if (Object.keys(holdingsByEtf).length) {
+      stockExposure = buildStockExposure(holdingsByEtf, rotationPre, prelimRows.filter(s => !s.error));
+      if (stockExposure && holdingsUsedFallback) {
+        stockExposure.disclaimer += ' SPY 持股在資料源限流時暫用近期常見權重示意。';
+        stockExposure.usedFallback = true;
+      }
+    }
+  } catch (err) {
+    console.warn('[sector-flow] topHoldings:', err?.message || err);
+  }
+
+  let aumMap = {};
+  try {
+    await yahooSleep(400);
+    aumMap = await fetchEtfAum(SECTOR_ETFS.map(s => s.etf));
+  } catch { /* AUM 可缺 */ }
+
+  const sectors = SECTOR_ETFS.map(meta => {
+    const points = pts[meta.etf];
+    if (!points?.length) return { ...meta, error: 'no_data' };
+    return buildSectorRow(meta, points, spyPoints, aumMap[meta.etf] ?? null);
+  }).filter(Boolean);
+
+  const rotation = summarizeRotation(sectors.filter(s => !s.error));
+  const okRows = sectors.filter(s => !s.error);
+  const institutional = institutionalView(okRows);
+  if (stockExposure && rotation?.leader) {
+    stockExposure = buildStockExposure(
+      Object.fromEntries((stockExposure.packs || []).map(p => [p.etf, p.holdings])),
+      rotation,
+      okRows,
+    );
+  }
+
+  return {
+    updatedAt: new Date().toISOString(),
+    benchmark: BENCHMARK,
+    source: 'Yahoo Finance · SPDR 行業 ETF',
+    sectors,
+    rotation,
+    institutional,
+    stockExposure,
+    heatmapWindow: { d1: '1日', d5: '5日', d20: '20日', d60: '約60日' },
+  };
+}
\ No newline at end of file
diff --git a/lib/watchlist.js b/lib/watchlist.js
new file mode 100644
index 0000000..8469df8
--- /dev/null
+++ b/lib/watchlist.js
@@ -0,0 +1,80 @@
+// 追蹤個股：分群清單（持久化於 SQLite KV，與財報日曆 watchlist 分開）
+import { getCachedEntry, putCachedJSON } from './db.js';
+
+const STORE_KEY = 'stock:watchlist:v1';
+const MAX_GROUPS = 24;
+const MAX_SYMBOLS_PER_GROUP = 48;
+const MAX_SYMBOLS_TOTAL = 200;
+
+export const SYMBOL_RE = /^[A-Z0-9.\-]{1,12}$/;
+
+function newGroupId() {
+  return `g_${Date.now().toString(36)}_${Math.random().toString(36).slice(2, 8)}`;
+}
+
+export function defaultWatchlist() {
+  return {
+    groups: [
+      { id: 'default', name: '我的追蹤', symbols: [], order: 0 },
+    ],
+    updatedAt: new Date().toISOString(),
+  };
+}
+
+function cleanSymbol(s) {
+  const sym = String(s || '').trim().toUpperCase();
+  return SYMBOL_RE.test(sym) ? sym : null;
+}
+
+function normalizeGroup(g, idx) {
+  const id = String(g?.id || '').trim() || newGroupId();
+  const name = String(g?.name || '').trim().slice(0, 40) || '未命名分群';
+  const symbols = [...new Set((g?.symbols || []).map(cleanSymbol).filter(Boolean))].slice(0, MAX_SYMBOLS_PER_GROUP);
+  return { id, name, symbols, order: Number.isFinite(g?.order) ? g.order : idx };
+}
+
+/** 驗證並正規化前端／API 送來的完整結構 */
+export function normalizeWatchlistPayload(raw) {
+  const base = defaultWatchlist();
+  if (!raw || typeof raw !== 'object') return base;
+  let groups = Array.isArray(raw.groups) ? raw.groups.map(normalizeGroup) : base.groups;
+  if (!groups.length) groups = base.groups;
+  groups = groups.slice(0, MAX_GROUPS).sort((a, b) => a.order - b.order || a.name.localeCompare(b.name, 'zh-Hant'));
+  const seenSym = new Set();
+  for (const g of groups) {
+    g.symbols = g.symbols.filter(sym => {
+      if (seenSym.has(sym) || seenSym.size >= MAX_SYMBOLS_TOTAL) return false;
+      seenSym.add(sym);
+      return true;
+    });
+  }
+  if (!groups.some(g => g.id === 'default')) {
+    groups.unshift({ id: 'default', name: '我的追蹤', symbols: [], order: -1 });
+  }
+  groups.forEach((g, i) => { g.order = i; });
+  return { groups, updatedAt: new Date().toISOString() };
+}
+
+export function getStockWatchlist() {
+  const row = getCachedEntry(STORE_KEY);
+  const val = row?.value;
+  if (!val?.groups) return defaultWatchlist();
+  return normalizeWatchlistPayload(val);
+}
+
+export function saveStockWatchlist(payload) {
+  const normalized = normalizeWatchlistPayload(payload);
+  putCachedJSON(STORE_KEY, normalized);
+  return normalized;
+}
+
+export function allWatchlistSymbols(data) {
+  const out = [];
+  const seen = new Set();
+  for (const g of data?.groups || []) {
+    for (const sym of g.symbols || []) {
+      if (!seen.has(sym)) { seen.add(sym); out.push(sym); }
+    }
+  }
+  return out;
+}
\ No newline at end of file
diff --git a/lib/yahoo-session.js b/lib/yahoo-session.js
new file mode 100644
index 0000000..8937def
--- /dev/null
+++ b/lib/yahoo-session.js
@@ -0,0 +1,72 @@
+// 共用 Yahoo Finance cookie/crumb（避免多模組並行請求互相打掛）
+const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';
+
+let _auth = { cookie: null, crumb: null, at: 0 };
+let _inflight = null;
+let _queue = Promise.resolve();
+
+export function resetYahooAuth() {
+  _auth = { cookie: null, crumb: null, at: 0 };
+}
+
+export async function yahooAuth(force = false) {
+  if (!force && _auth.crumb && Date.now() - _auth.at < 3600e3) return _auth;
+  if (_inflight) return _inflight;
+  _inflight = (async () => {
+    const r1 = await fetch('https://fc.yahoo.com/', { headers: { 'User-Agent': UA } }).catch(() => null);
+    const cookie = (r1?.headers.get('set-cookie') || '').split(';')[0] || '';
+    const r2 = await fetch('https://query2.finance.yahoo.com/v1/test/getcrumb', {
+      headers: { 'User-Agent': UA, Cookie: cookie },
+    });
+    const crumb = (await r2.text()).trim();
+    if (!crumb || crumb.includes('<')) throw new Error('Yahoo crumb');
+    _auth = { cookie, crumb, at: Date.now() };
+    return _auth;
+  })().finally(() => { _inflight = null; });
+  return _inflight;
+}
+
+async function yahooJson(url, retry = true) {
+  const { cookie, crumb } = await yahooAuth();
+  const sep = url.includes('?') ? '&' : '?';
+  const full = `${url}${sep}crumb=${encodeURIComponent(crumb)}`;
+  const res = await fetch(full, { headers: { 'User-Agent': UA, Cookie: cookie } });
+  if ((res.status === 401 || res.status === 429) && retry) {
+    resetYahooAuth();
+    await sleep(500);
+    await yahooAuth(true);
+    return yahooJson(url, false);
+  }
+  if (!res.ok) throw new Error(`Yahoo HTTP ${res.status}`);
+  return res.json();
+}
+
+function yahooQueued(fn) {
+  const run = _queue.then(() => fn());
+  _queue = run.catch(() => {});
+  return run;
+}
+
+/** quoteSummary 模組（assetProfile、topHoldings 等）— 序列化避免並行打掛 crumb */
+export async function yahooQuoteSummary(symbol, modules) {
+  return yahooQueued(async () => {
+    const mod = Array.isArray(modules) ? modules.join(',') : modules;
+    const url = `https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(symbol)}?modules=${encodeURIComponent(mod)}`;
+    const j = await yahooJson(url);
+    await sleep(120);
+    return j?.quoteSummary?.result?.[0] || null;
+  });
+}
+
+export async function yahooFinanceSearchNews(symbol, count = 12) {
+  return yahooQueued(async () => {
+    const url = `https://query1.finance.yahoo.com/v1/finance/search?q=${encodeURIComponent(symbol)}&newsCount=${count}&quotesCount=0`;
+    const j = await yahooJson(url);
+    await sleep(120);
+    return j?.news || [];
+  });
+}
+
+export function sleep(ms) {
+  return new Promise(r => setTimeout(r, ms));
+}
\ No newline at end of file
diff --git a/server.js b/server.js
index 81183fc..bc9bcb5 100644
--- a/server.js
+++ b/server.js
@@ -22,18 +22,26 @@ import {
   saveScoreSnapshot, getScoreHistory,
   listTrades, getTrade, insertTrade, updateTrade, deleteTrade, tradeStats,
   getCachedJSON, putCachedJSON, getCachedEntry,
+  getCompanyIntelCustom, saveCompanyIntelCustom,
 } from './lib/db.js';
+import { mergeCustomIntel, localizeIntel } from './lib/companyintel-i18n.js';
+import { ensurePriceHistory, buildVolumeSeries } from './lib/price-store.js';
 import { getKnowledge, getNote, knowledgeReady } from './lib/knowledge.js';
 import { getFundamentals, getLatestFilingInfo, getQuote, getCompanyProfile } from './lib/fundamentals.js';
 import { buildReport } from './lib/fincheck.js';
-import { getHistory, getHistorySince, RANGES, INTERVALS } from './lib/marketdata.js';
+import { RANGES, INTERVALS } from './lib/marketdata.js';
 import { runBacktest, STRATEGIES } from './lib/backtest.js';
 import { getInvestMap } from './lib/investmap.js';
 import { buildGraph } from './lib/graph.js';
 import {
   getCalendarPayload, getCalendarWatchlist, saveCalendarWatchlist, warmCalendarCache,
 } from './lib/calendar-cache.js';
-import { getCompanyIntel } from './lib/companyintel.js';
+import { getCompanyIntel, runCompanyIntelSync } from './lib/companyintel.js';
+import { syncSecArchive, getSecArchivePayload, resolveArchiveFile } from './lib/sec-archive.js';
+import { buildSectorFlowPayload } from './lib/sector-flow.js';
+import {
+  getStockWatchlist, saveStockWatchlist, normalizeWatchlistPayload, allWatchlistSymbols,
+} from './lib/watchlist.js';
 
 const __dirname = path.dirname(fileURLToPath(import.meta.url));
 const ENV_PATH = path.join(__dirname, '.env');
@@ -52,6 +60,7 @@ const HIST_TTL_MS = (Number(process.env.HIST_SOFT_HOURS) || 6) * 3600 * 1000;
 const QUOTE_TTL_MS = (Number(process.env.QUOTE_TTL_SECONDS) || 60) * 1000;
 const PROFILE_TTL_MS = (Number(process.env.PROFILE_TTL_HOURS) || 24) * 3600 * 1000;
 const INTEL_TTL_MS = (Number(process.env.INTEL_TTL_HOURS) || 6) * 3600 * 1000;
+const SECTOR_TTL_MS = (Number(process.env.SECTOR_TTL_HOURS) || 6) * 3600 * 1000;
 const SYMBOL_RE = /^[A-Z0-9.\-]{1,12}$/;
 const hasKey = process.env.FRED_API_KEY && process.env.FRED_API_KEY !== 'your_fred_api_key_here';
 
@@ -167,6 +176,26 @@ app.get('/api/macro', async (req, res) => {
 // 歷史事件標記 & 危機案例（靜態設定，給走勢標註與「歷史殷鑑」頁用）
 app.get('/api/events', (req, res) => res.json({ events: EVENTS, episodes: EPISODES }));
 
+app.get('/api/sectors', async (req, res) => {
+  const key = 'sectors:flow:v1';
+  const entry = getCachedEntry(key);
+  const fresh = req.query.fresh === '1';
+  try {
+    if (!fresh && entry && Date.now() - entry.updatedAt < SECTOR_TTL_MS) {
+      return res.json({ ...entry.value, cached: true, cachedAt: new Date(entry.updatedAt).toISOString() });
+    }
+    const payload = await buildSectorFlowPayload();
+    putCachedJSON(key, payload);
+    res.json({ ...payload, cached: false });
+  } catch (err) {
+    console.error('[api/sectors]', err?.message || err);
+    if (entry?.value) {
+      return res.json({ ...entry.value, cached: true, stale: true, fetchError: String(err?.message || err) });
+    }
+    res.status(502).json({ error: 'sectors_failed', message: String(err?.message || err) });
+  }
+});
+
 // 單一指標歷史序列（給走勢大圖）
 const RANGE_DAYS = { '1m': 30, '6m': 182, '1y': 365, '5y': 1825, '10y': 3650, max: null };
 app.get('/api/series/:key', (req, res) => {
@@ -259,35 +288,82 @@ function trimHistoryRange(payload, range) {
   const since = new Date(Date.now() - PRICE_RANGE_DAYS[range] * 86400000).toISOString().slice(0, 10);
   return { ...payload, points: payload.points.filter(p => p.date >= since) };
 }
-function mergeHistory(oldPayload, patchPayload) {
-  const map = new Map();
-  for (const p of (oldPayload.points || [])) map.set(p.date, p);
-  for (const p of (patchPayload.points || [])) map.set(p.date, p);
-  const points = [...map.values()].sort((a, b) => a.date < b.date ? -1 : 1);
+async function enrichTodayVolume(payload, symbol, refreshQuote) {
+  if (payload.interval !== '1d') return payload;
+  let quote = getCachedEntry(`quote:${symbol}`)?.value || {};
+  const needQuote = refreshQuote || quote.volume == null;
+  if (needQuote) {
+    try {
+      const q = await getQuote(symbol);
+      quote = { symbol, ...q };
+      putCachedJSON(`quote:${symbol}`, { ...quote, _fetchedAt: Date.now() });
+    } catch (_) { /* 沿用快取 */ }
+  }
+  const volumePoints = buildVolumeSeries(
+    payload.points,
+    payload.allBarsPoints || payload.points,
+    quote,
+    '1d',
+  );
+  const today = new Date().toISOString().slice(0, 10);
+  const todayBar = volumePoints.find(p => p.date === today);
+  const todayVolume = todayBar?.volume ?? quote.volume ?? null;
+  const avgVolume = quote.avgVolume ?? null;
   return {
-    ...oldPayload,
-    ...patchPayload,
-    points,
-    _lastIncrementalAt: Date.now(),
-    _incremental: true,
+    ...payload,
+    volumePoints,
+    todayVolume,
+    avgVolume,
+    volumeRatio: todayVolume != null && avgVolume ? todayVolume / avgVolume : null,
+    volumeNote: todayBar?.partialSession
+      ? '當日成交量來自即時報價（收盤 K 仍截至昨日完整棒）'
+      : (todayVolume != null ? '含當日成交量' : null),
   };
 }
+
 async function getHistoryCached(symbol, range, interval, fresh) {
-  const key = `hist:${symbol}:${range}:${interval}`;
-  const ttl = interval === '1d' ? HIST_TTL_MS : 24 * 3600 * 1000;
-  const entry = getCachedEntry(key);
-  if (!fresh && entry && Date.now() - entry.updatedAt < ttl) return { ...trimHistoryRange(entry.value, range), cached: true };
+  const ttl = interval === '1mo' ? 7 * 24 * 3600 * 1000
+    : interval === '1wk' ? 24 * 3600 * 1000
+      : HIST_TTL_MS;
   try {
-    let hist;
-    const oldPoints = entry?.value?.points || [];
-    const lastDate = oldPoints.length ? oldPoints[oldPoints.length - 1].date : null;
-    if (lastDate) hist = mergeHistory(entry.value, await getHistorySince(symbol, lastDate, range, interval));
-    else hist = await getHistory(symbol, range, interval);
-    const payload = { ...hist, _fetchedAt: Date.now() };
-    putCachedJSON(key, payload);
-    return { ...trimHistoryRange(payload, range), cached: false };
+    const { payload, cached, fetchMode } = await ensurePriceHistory(symbol, interval, {
+      fresh: fresh === true,
+      ttlMs: ttl,
+    });
+    let enriched = await enrichTodayVolume(payload, symbol, fresh === true);
+    const trimmed = trimHistoryRange({ ...enriched, range }, range);
+    if (trimmed.volumePoints) {
+      const since = PRICE_RANGE_DAYS[range]
+        ? new Date(Date.now() - PRICE_RANGE_DAYS[range] * 86400000).toISOString().slice(0, 10)
+        : null;
+      trimmed.volumePoints = since
+        ? trimmed.volumePoints.filter(p => p.date >= since)
+        : trimmed.volumePoints;
+    }
+    return {
+      ...trimmed,
+      cached,
+      stale: !!payload.fetchError,
+      fetchError: payload.fetchError || null,
+      fetchMode,
+      dbBars: payload.dbBars,
+      researchBars: payload.researchBars,
+      researchThrough: payload.researchThrough,
+      researchNote: payload.researchNote,
+      firstDate: payload.firstDate,
+      lastDate: payload.lastDate,
+    };
   } catch (err) {
-    if (entry) return { ...trimHistoryRange(entry.value, range), cached: true, stale: true, fetchError: String(err?.message || err) };
+    const legacyKey = `hist:${symbol}:max:${interval}`;
+    const entry = getCachedEntry(legacyKey);
+    if (entry) {
+      return {
+        ...trimHistoryRange({ ...entry.value, range }, range),
+        cached: true,
+        stale: true,
+        fetchError: String(err?.message || err),
+      };
+    }
     throw err;
   }
 }
@@ -346,6 +422,21 @@ app.get('/api/profile/:symbol', async (req, res) => {
   }
 });
 
+function intelPayloadStale(payload, symbol) {
+  if (!payload) return true;
+  const goog = (payload.management?.searches || []).some(s => /google\.com\/search/i.test(s.url || ''))
+    || (payload.industryChain?.searches || []).some(s => /google\.com\/search/i.test(s.url || ''));
+  if (goog) return true;
+  const us = /^[A-Z][A-Z0-9.\-]{0,7}$/.test(symbol) && !symbol.includes('.');
+  if (us && !(payload.resources || []).length) return true;
+  const groups = [...(payload.industryChain?.upstreamDetail || []), ...(payload.industryChain?.downstreamDetail || [])];
+  const hasObjEntities = groups.some(g => (g.entities || []).some(e => e && typeof e === 'object' && e.symbol));
+  if (groups.length && !hasObjEntities) return true;
+  if ((payload.industryChain?.peers || []).length > 0) return true;
+  if (payload.chainLayout !== 'upstream_downstream_v2') return true;
+  return false;
+}
+
 app.get('/api/company-intel/:symbol', async (req, res) => {
   const symbol = String(req.params.symbol || '').trim().toUpperCase();
   if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
@@ -353,11 +444,27 @@ app.get('/api/company-intel/:symbol', async (req, res) => {
   const entry = getCachedEntry(key);
   const fresh = req.query.fresh === '1';
   try {
-    if (!fresh && entry && Date.now() - entry.updatedAt < INTEL_TTL_MS) return res.json({ ...entry.value, cached: true });
+    const cacheOk = !fresh && entry && Date.now() - entry.updatedAt < INTEL_TTL_MS && !intelPayloadStale(entry.value, symbol);
+    if (cacheOk) {
+      const custom = getCompanyIntelCustom(symbol);
+      const { sanitizeIntelNewsPayload } = await import('./lib/companyintel.js');
+      let payload = custom?.data
+        ? mergeCustomIntel(localizeIntel(entry.value), custom.data)
+        : entry.value;
+      payload = sanitizeIntelNewsPayload(payload);
+      const { attachIntelSyncStatus } = await import('./lib/companyintel-ai.js');
+      payload = attachIntelSyncStatus(payload, symbol);
+      return res.json({ ...payload, cached: true });
+    }
     const profile = getCachedEntry(`profile:${symbol}`)?.value || {};
-    const payload = await getCompanyIntel(symbol, profile);
+    const doSync = req.query.sync === '1';
+    const payload = await getCompanyIntel(symbol, profile, {
+      sync: doSync,
+      force: fresh,
+      useAI: req.query.ai !== '0',
+    });
     putCachedJSON(key, payload);
-    res.json({ ...payload, cached: false });
+    res.json({ ...payload, cached: false, synced: doSync });
   } catch (err) {
     console.error('[api/company-intel]', symbol, err?.message || err);
     if (entry) return res.json({ ...entry.value, cached: true, stale: true, fetchError: String(err?.message || err) });
@@ -365,6 +472,95 @@ app.get('/api/company-intel/:symbol', async (req, res) => {
   }
 });
 
+app.put('/api/company-intel/:symbol/custom', (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
+  const body = req.body;
+  if (!body || typeof body !== 'object') {
+    return res.status(400).json({ error: 'bad_body', message: '請提供 JSON 物件。' });
+  }
+  try {
+    const saved = saveCompanyIntelCustom(symbol, body);
+    const intelKey = `intel:${symbol}`;
+    const entry = getCachedEntry(intelKey);
+    if (entry?.value) {
+      putCachedJSON(intelKey, mergeCustomIntel(localizeIntel(entry.value), body));
+    }
+    res.json({ ok: true, symbol: saved.symbol, updatedAt: saved.updatedAt });
+  } catch (err) {
+    res.status(400).json({ error: 'save_failed', message: String(err?.message || err) });
+  }
+});
+
+app.get('/api/company-intel/:symbol/custom', (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
+  const row = getCompanyIntelCustom(symbol);
+  res.json(row ? { symbol, data: row.data, updatedAt: row.updatedAt } : { symbol, data: null });
+});
+
+app.post('/api/company-intel/:symbol/sync', async (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
+  const force = req.query.fresh === '1' || req.body?.force === true;
+  const useAI = req.body?.useAI !== false && req.query.ai !== '0';
+  try {
+    const profile = getCachedEntry(`profile:${symbol}`)?.value || {};
+    const result = await runCompanyIntelSync(symbol, profile, { force, useAI });
+    const intelKey = `intel:${symbol}`;
+    const payload = result.skipped
+      ? await getCompanyIntel(symbol, profile, { sync: false })
+      : await getCompanyIntel(symbol, profile, { sync: false, force: true });
+    putCachedJSON(intelKey, payload);
+    res.json({
+      ok: true,
+      symbol,
+      skipped: result.skipped,
+      skipReason: result.skipReason || null,
+      nextRefreshAfter: result.nextRefreshAfter || payload.nextRefreshAfter,
+      nextPublicLabel: result.nextPublicLabel || payload.nextPublicLabel,
+      aiError: result.aiError || null,
+      sources: result.sources,
+      enrichedAt: payload.enrichedAt,
+      intel: payload,
+    });
+  } catch (err) {
+    console.error('[api/company-intel/sync]', symbol, err?.message || err);
+    res.status(502).json({ error: 'intel_sync_failed', message: String(err?.message || err) });
+  }
+});
+
+app.get('/api/sec-archive/:symbol', (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
+  res.json(getSecArchivePayload(symbol));
+});
+
+app.post('/api/sec-archive/:symbol/sync', async (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  if (!SYMBOL_RE.test(symbol)) return res.status(400).json({ error: 'bad_symbol', message: '代號格式不正確。' });
+  const force = req.query.fresh === '1' || req.body?.force === true;
+  try {
+    const payload = await syncSecArchive(symbol, { force });
+    res.json(payload);
+  } catch (err) {
+    console.error('[api/sec-archive/sync]', symbol, err?.message || err);
+    res.status(502).json({ error: 'sec_archive_failed', message: String(err?.message || err) });
+  }
+});
+
+app.get('/api/sec-archive/:symbol/file', (req, res) => {
+  const symbol = String(req.params.symbol || '').trim().toUpperCase();
+  const accession = String(req.query.accession || '').trim();
+  const file = String(req.query.file || '').trim();
+  if (!SYMBOL_RE.test(symbol) || !accession) {
+    return res.status(400).json({ error: 'bad_request', message: '需要 accession。' });
+  }
+  const full = resolveArchiveFile(symbol, accession, file || undefined);
+  if (!full) return res.status(404).json({ error: 'not_found', message: '本機尚無此檔案，請先同步封存。' });
+  res.sendFile(full);
+});
+
 function addDaysISO(base, days) {
   const d = new Date(base + 'T00:00:00Z');
   d.setUTCDate(d.getUTCDate() + days);
@@ -382,6 +578,51 @@ app.put('/api/calendar/watchlist', (req, res) => {
   const symbols = saveCalendarWatchlist(raw.filter(s => SYMBOL_RE.test(String(s).trim().toUpperCase())));
   res.json({ ok: true, symbols });
 });
+
+app.get('/api/watchlist', (req, res) => {
+  const data = getStockWatchlist();
+  res.json({ ...data, symbolCount: allWatchlistSymbols(data).length });
+});
+app.put('/api/watchlist', (req, res) => {
+  const data = saveStockWatchlist(req.body);
+  res.json({ ok: true, ...data, symbolCount: allWatchlistSymbols(data).length });
+});
+app.get('/api/watchlist/quotes', async (req, res) => {
+  const symbols = [...new Set(String(req.query.symbols || '').split(',').map(s => s.trim().toUpperCase()).filter(s => SYMBOL_RE.test(s)))].slice(0, 48);
+  if (!symbols.length) return res.json({ quotes: [] });
+  const quotes = await Promise.all(symbols.map(async (symbol) => {
+    try {
+      const key = `quote:${symbol}`;
+      let q = getCachedEntry(key)?.value;
+      if (q?.price == null) {
+        q = await getQuote(symbol);
+        putCachedJSON(key, { symbol, ...q, _fetchedAt: Date.now() });
+      }
+      let chg = q?.changePercent;
+      if (chg == null) {
+        try {
+          const h = await getHistoryCached(symbol, '3mo', '1d', false);
+          const p = h?.points || [];
+          if (p.length >= 2 && p[0].close > 0) {
+            chg = ((p[p.length - 1].close / p[0].close) - 1) * 100;
+          }
+        } catch { /* skip */ }
+      }
+      return {
+        symbol,
+        name: q?.name || q?.shortName || symbol,
+        price: q?.price ?? null,
+        change: q?.change ?? null,
+        changePercent: chg ?? null,
+        currency: q?.currency || 'USD',
+      };
+    } catch (e) {
+      return { symbol, error: String(e?.message || e) };
+    }
+  }));
+  res.json({ quotes });
+});
+
 app.get('/api/calendar', async (req, res) => {
   const today = new Date().toISOString().slice(0, 10);
   const start = /^\d{4}-\d{2}-\d{2}$/.test(req.query.start) ? req.query.start : today;
@@ -492,6 +733,26 @@ function compactForPrompt(v, max = 16000) {
   const s = typeof v === 'string' ? v : JSON.stringify(v, null, 2);
   return s.length > max ? s.slice(0, max) + '\n...（上下文已截斷）' : s;
 }
+/** 依實際附帶的資料決定 page / chat，避免「在資料頁但沒資料」仍強制套用分析格式 */
+function finalizeAIContext(ctx = {}) {
+  const view = String(ctx.view || '').trim();
+  let hasPageData = false;
+  if (view === 'macro') {
+    const m = ctx.macro;
+    hasPageData = !!(m && (m.score != null || m.focusedCard || (m.signals && m.signals.length)));
+  } else if (view === 'stock') {
+    const s = ctx.stock;
+    hasPageData = !!(s && !s.error && (s.fundamentals || s.quote || (s.history?.points?.length > 0) || s.technical?.close != null));
+  } else if (view === 'calendar') {
+    hasPageData = !!(ctx.calendar?.events?.length);
+  } else if (view === 'journal') {
+    hasPageData = !!(ctx.journal?.trades?.length || ctx.journal?.stats);
+  } else if (view === 'learn') {
+    const n = ctx.learning?.focusedNote;
+    hasPageData = !!(n?.body || n?.title || (ctx.learning?.visibleText || '').trim().length > 80);
+  }
+  return { ...ctx, view, hasPageData, mode: hasPageData ? 'page' : 'chat' };
+}
 function cachedValue(entry) {
   if (!entry) return null;
   return { ...entry.value, cached: true, cachedAt: new Date(entry.updatedAt).toISOString() };
@@ -551,15 +812,21 @@ async function stockAIContext(symbol, focus, allowFetch) {
     quoteEntry = getCachedEntry(`quote:${symbol}`);
     out.sources.push('quote:fetched');
   }
-  let histEntry = getCachedEntry(`hist:${symbol}:max:1d`);
-  if (!histEntry && allowFetch) {
-    await getHistoryCached(symbol, 'max', '1d', false).catch(() => null);
-    histEntry = getCachedEntry(`hist:${symbol}:max:1d`);
-    if (histEntry) out.sources.push('history:fetched');
+  let histPayload = null;
+  if (allowFetch) {
+    try {
+      const h = await ensurePriceHistory(symbol, '1d', { fresh: false, ttlMs: HIST_TTL_MS });
+      histPayload = h.payload;
+      out.sources.push(h.fetchMode ? `history:${h.fetchMode}` : 'history:db');
+    } catch (_) { /* 允許缺歷史 */ }
   }
   const fundamentals = cachedValue(fundEntry);
   const quote = cachedValue(quoteEntry);
-  const history = cachedValue(histEntry);
+  const history = histPayload ? {
+    ...histPayload,
+    cached: true,
+    cachedAt: histPayload._fetchedAt ? new Date(histPayload._fetchedAt).toISOString() : null,
+  } : null;
   out.fundamentals = fundamentals ? {
     symbol: fundamentals.symbol,
     name: fundamentals.name,
@@ -579,14 +846,12 @@ async function stockAIContext(symbol, focus, allowFetch) {
   out.cacheStatus = {
     fundamentals: !!fundEntry,
     quote: !!quoteEntry,
-    history: !!histEntry,
+    history: !!(histPayload?.points?.length),
   };
   return out;
 }
 async function buildAIPageContext({ view, focus = {}, client = {}, allowFetch = true }) {
   const base = {
-    mode: ['macro', 'calendar', 'learn', 'stock', 'journal'].includes(view) ? 'page' : 'chat',
-    hasPageData: ['macro', 'calendar', 'learn', 'stock', 'journal'].includes(view),
     view,
     focus,
     client,
@@ -602,7 +867,10 @@ async function buildAIPageContext({ view, focus = {}, client = {}, allowFetch =
     base.macro = summarizeMacro(saved?.payload || cache.payload, focus);
   } else if (view === 'stock') {
     const symbol = String(focus.symbol || client.symbol || '').trim().toUpperCase();
-    if (symbol) base.stock = await stockAIContext(symbol, focus, allowFetch);
+    if (symbol) {
+      base.stock = await stockAIContext(symbol, focus, allowFetch);
+      if (client.technical) base.stock.technical = client.technical;
+    }
   } else if (view === 'calendar') {
     const symbols = getCalendarWatchlist();
     const today = new Date().toISOString().slice(0, 10);
@@ -649,7 +917,7 @@ async function buildAIPageContext({ view, focus = {}, client = {}, allowFetch =
       personalNotes: client.personalNotes || [],
     };
   }
-  return base;
+  return finalizeAIContext(base);
 }
 function normalizeModelList(data) {
   const items = Array.isArray(data?.data) ? data.data : Array.isArray(data?.models) ? data.models : Array.isArray(data) ? data : [];
@@ -709,7 +977,7 @@ app.post('/api/ai/chat', async (req, res) => {
   const apiKey = String(req.body?.apiKey || process.env[provider.keyEnv] || '').trim();
   let model = String(req.body?.model || process.env[provider.modelEnv] || '').trim();
   const question = String(req.body?.question || '').trim();
-  const context = req.body?.context || {};
+  const context = finalizeAIContext(req.body?.context || {});
   if (!apiKey) return res.status(400).json({ error: 'missing_key', message: '請先在 AI 設定填入 API key。' });
   if (!model) {
     const models = await listProviderModels(provider, apiKey).catch(() => []);
@@ -717,25 +985,24 @@ app.post('/api/ai/chat', async (req, res) => {
   }
   if (!model) return res.status(400).json({ error: 'missing_model', message: '請先設定模型。' });
   if (!question) return res.status(400).json({ error: 'missing_question', message: '請輸入問題。' });
-  const hasPageData = context?.mode === 'page' || context?.hasPageData === true;
+  const hasPageData = context.hasPageData === true;
   const system = hasPageData ? [
     '你是 MacroScope 的投資學習助理。',
-    '使用者正在帶著頁面上下文提問，請根據提供的財報、總經、學習資料或交易復盤做分析與對照。',
-    '請用繁體中文回答，先給結論，再列出依據、矛盾點、下一步可以在頁面上檢查什麼。',
-    '不要聲稱已即時查網路；若資料不足，要明確說資料不足。',
+    '使用者正在 App 某個頁面提問，並附上該頁可取得的結構化資料（可能不完整）。',
+    '請優先根據附帶資料回答；資料未提及的不要捏造。語氣自然，像教學對話即可，不必強制固定章節格式，除非使用者要求條列或摘要。',
+    '若資料不足以回答，請直接說明缺什麼、建議在畫面上查看哪裡。',
+    '不要聲稱已即時查網路。',
     '內容僅供學習，不構成投資建議。',
   ].join('\n') : [
     '你是 MacroScope 的 AI 助手。',
-    '目前沒有可用頁面資料，請把這次對話當一般聊天或一般投資學習問答處理。',
-    '請用繁體中文自然回答；如果使用者問投資或財務判斷，要提醒內容僅供學習，不構成投資建議。',
-    '不要聲稱已即時查網路；需要即時資料時，請說明你需要使用者提供資料或切到相關頁面。',
-  ].join('\n');
-  const user = [
-    `使用者問題：${question}`,
-    '',
-    hasPageData ? '目前頁面上下文：' : '對話狀態：',
-    hasPageData ? compactForPrompt(context) : compactForPrompt({ mode: 'chat', view: context?.view || '', collectedAt: context?.collectedAt || '' }),
+    '這是一般對話，沒有附帶頁面結構化資料。請用繁體中文自然回答，像一般聊天即可。',
+    '若使用者問投資或財務判斷，可給教學性說明，並提醒僅供學習、不構成投資建議。',
+    '需要本 App 內的總經、個股、日曆或筆記資料時，請建議使用者切到對應頁面後再問。',
+    '不要聲稱已即時查網路。',
   ].join('\n');
+  const user = hasPageData
+    ? [`使用者問題：${question}`, '', '目前頁面上下文（JSON）：', compactForPrompt(context)].join('\n')
+    : [`使用者問題：${question}`, '', `目前所在視圖：${context.view || '（未知）'}（無可用頁面資料，請當一般對話）`].join('\n');
   try {
     const ctrl = new AbortController();
     const timer = setTimeout(() => ctrl.abort(), 120000);