Initial commit: 炼妖壶 (Lianyaohu) - 稷下学宫AI辩论系统
- 🏛️ 稷下学宫八仙论道AI辩论系统 - 🌍 天下体系资本生态分析 - 🔒 安全配置管理 (Doppler集成) - 📊 RapidAPI永动机数据引擎 - 🎨 Streamlit现代化界面 - ✅ 清理所有敏感信息泄露
This commit is contained in:
ben
1
app/__init__.py
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app/__init__.py
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# 应用模块
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app/streamlit_app.py
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app/streamlit_app.py
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#!/usr/bin/env python3
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"""
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炼妖壶 (Lianyaohu) - 稷下学宫AI辩论系统
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主Streamlit应用入口
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重构版本：
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- 清晰的模块化结构
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- 统一的配置管理
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- 安全的密钥处理
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"""
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import streamlit as st
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import sys
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from pathlib import Path
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# 添加项目根目录到Python路径
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project_root = Path(__file__).parent.parent
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sys.path.insert(0, str(project_root))
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def configure_page():
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"""配置页面基本设置"""
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st.set_page_config(
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page_title="炼妖壶 - 稷下学宫AI辩论系统",
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page_icon="🏛️",
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layout="wide",
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initial_sidebar_state="expanded"
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)
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def show_header():
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"""显示页面头部"""
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st.title("🏛️ 炼妖壶 - 稷下学宫AI辩论系统")
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st.markdown("**基于中国哲学传统的多AI智能体辩论平台**")
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# 显示系统状态
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col1, col2, col3 = st.columns(3)
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with col1:
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st.metric("系统状态", "🟢 运行中")
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with col2:
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st.metric("AI模型", "OpenRouter")
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with col3:
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st.metric("数据源", "RapidAPI")
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def show_sidebar():
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"""显示侧边栏"""
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with st.sidebar:
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st.markdown("## 🎛️ 控制面板")
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# 系统信息
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st.markdown("### 📊 系统信息")
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st.info("**版本**: v2.0 (重构版)")
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st.info("**状态**: 迁移完成")
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# 配置检查
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st.markdown("### 🔧 配置状态")
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try:
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from config.doppler_config import validate_config
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if validate_config():
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st.success("✅ 配置正常")
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else:
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st.error("❌ 配置异常")
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except Exception as e:
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st.warning(f"⚠️ 配置检查失败: {str(e)}")
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# 快速操作
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st.markdown("### ⚡ 快速操作")
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if st.button("🧪 测试API连接"):
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test_api_connections()
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if st.button("🏛️ 启动八仙论道"):
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start_jixia_debate()
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if st.button("🚀 启动Swarm论道"):
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start_swarm_debate()
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def test_api_connections():
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"""测试API连接"""
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with st.spinner("正在测试API连接..."):
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try:
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from scripts.test_openrouter_api import test_openrouter_api, test_rapidapi_connection
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openrouter_ok = test_openrouter_api()
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rapidapi_ok = test_rapidapi_connection()
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if openrouter_ok and rapidapi_ok:
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st.success("✅ 所有API连接正常")
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else:
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st.error("❌ 部分API连接失败")
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except Exception as e:
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st.error(f"❌ API测试异常: {str(e)}")
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def start_jixia_debate():
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"""启动稷下学宫辩论"""
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with st.spinner("正在启动稷下学宫八仙论道..."):
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try:
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from config.doppler_config import get_rapidapi_key
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from src.jixia.engines.perpetual_engine import JixiaPerpetualEngine
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api_key = get_rapidapi_key()
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engine = JixiaPerpetualEngine(api_key)
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# 运行辩论
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results = engine.simulate_jixia_debate('TSLA')
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st.success("✅ 八仙论道完成")
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st.json(results)
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except Exception as e:
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st.error(f"❌ 辩论启动失败: {str(e)}")
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def start_swarm_debate():
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"""启动Swarm八仙论道"""
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with st.spinner("正在启动Swarm八仙论道..."):
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try:
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import asyncio
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from src.jixia.debates.swarm_debate import start_ollama_debate, start_openrouter_debate
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# 选择模式
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mode = st.session_state.get('swarm_mode', 'ollama')
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topic = st.session_state.get('swarm_topic', 'TSLA股价走势分析')
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# 构建上下文
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context = {
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"market_sentiment": "谨慎乐观",
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"volatility": "中等",
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"technical_indicators": {
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"RSI": 65,
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"MACD": "金叉",
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"MA20": "上穿"
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}
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}
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# 运行辩论
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if mode == 'ollama':
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result = asyncio.run(start_ollama_debate(topic, context))
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else:
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result = asyncio.run(start_openrouter_debate(topic, context))
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if result:
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st.success("✅ Swarm八仙论道完成")
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st.json(result)
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else:
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st.error("❌ Swarm辩论失败")
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except Exception as e:
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st.error(f"❌ Swarm辩论启动失败: {str(e)}")
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def main():
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"""主函数"""
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configure_page()
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show_header()
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show_sidebar()
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# 主内容区域
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st.markdown("---")
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# 选项卡
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tab1, tab2, tab3 = st.tabs(["🏛️ 稷下学宫", "🌍 天下体系", "📊 数据分析"])
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with tab1:
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st.markdown("### 🏛️ 稷下学宫 - 八仙论道")
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st.markdown("**多AI智能体辩论系统，基于中国传统八仙文化**")
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# 辩论模式选择
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debate_mode = st.selectbox(
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"选择辩论模式",
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["传统模式 (RapidAPI数据)", "Swarm模式 (AI智能体)"],
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key="debate_mode_select"
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)
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if debate_mode == "Swarm模式 (AI智能体)":
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# Swarm模式配置
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col1, col2 = st.columns(2)
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with col1:
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swarm_mode = st.selectbox(
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"AI服务模式",
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["ollama", "openrouter"],
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key="swarm_mode_select"
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)
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st.session_state.swarm_mode = swarm_mode
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with col2:
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swarm_topic = st.text_input(
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"辩论主题",
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value="英伟达股价走势：AI泡沫还是技术革命？",
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key="swarm_topic_input"
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)
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st.session_state.swarm_topic = swarm_topic
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if st.button("🚀 启动Swarm八仙论道", type="primary"):
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start_swarm_debate()
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else:
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# 传统模式
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col1, col2 = st.columns([2, 1])
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with col1:
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topic = st.text_input("辩论主题 (股票代码)", value="TSLA", key="debate_topic")
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with col2:
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if st.button("🎭 开始辩论", type="primary"):
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start_debate_session(topic)
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# 显示辩论历史
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if 'debate_history' in st.session_state:
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st.markdown("#### 📜 辩论记录")
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for record in st.session_state.debate_history[-3:]: # 显示最近3次
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with st.expander(f"🎭 {record['topic']} - {record['time']}"):
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st.json(record['results'])
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with tab2:
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st.markdown("### 🌍 天下体系分析")
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try:
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from app.tabs.tianxia_tab import render_tianxia_tab
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render_tianxia_tab()
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except Exception as e:
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st.error(f"❌ 天下体系模块加载失败: {str(e)}")
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with tab3:
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st.markdown("### 📊 数据分析")
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st.info("🚧 数据分析模块开发中...")
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# 显示系统统计
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try:
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from config.doppler_config import get_rapidapi_key
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from src.jixia.engines.perpetual_engine import JixiaPerpetualEngine
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api_key = get_rapidapi_key()
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engine = JixiaPerpetualEngine(api_key)
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stats = engine.get_usage_stats()
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col1, col2, col3 = st.columns(3)
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with col1:
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st.metric("API调用总数", stats['total_calls'])
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with col2:
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st.metric("活跃API数", f"{stats['active_apis']}/{stats['total_apis']}")
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with col3:
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st.metric("未使用API", stats['unused_count'])
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except Exception as e:
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st.warning(f"⚠️ 无法加载统计数据: {str(e)}")
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def start_debate_session(topic: str):
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"""启动辩论会话"""
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if not topic:
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st.error("请输入辩论主题")
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return
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with st.spinner(f"🏛️ 八仙正在就 {topic} 展开论道..."):
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try:
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from config.doppler_config import get_rapidapi_key
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from src.jixia.engines.perpetual_engine import JixiaPerpetualEngine
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from datetime import datetime
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api_key = get_rapidapi_key()
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engine = JixiaPerpetualEngine(api_key)
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# 运行辩论
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results = engine.simulate_jixia_debate(topic)
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# 保存到会话状态
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if 'debate_history' not in st.session_state:
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st.session_state.debate_history = []
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st.session_state.debate_history.append({
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'topic': topic,
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'time': datetime.now().strftime('%Y-%m-%d %H:%M:%S'),
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'results': {name: {'success': result.success, 'api_used': result.api_used}
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for name, result in results.items()}
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})
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st.success(f"✅ 八仙论道完成！共有 {len(results)} 位仙人参与")
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# 显示结果摘要
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successful_debates = sum(1 for result in results.values() if result.success)
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st.info(f"📊 成功获取数据: {successful_debates}/{len(results)} 位仙人")
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except Exception as e:
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st.error(f"❌ 辩论启动失败: {str(e)}")
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if __name__ == "__main__":
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main()
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436
app/tabs/tianxia_tab.py
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436
app/tabs/tianxia_tab.py
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"""
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天下体系 - 儒门天下观资本生态分析Tab
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基于"天命树"结构模型分析全球资本市场权力结构
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重构版本：
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- 移除硬编码API密钥
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- 使用统一配置管理
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- 改进数据结构
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- 增强错误处理
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"""
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import streamlit as st
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import pandas as pd
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import plotly.express as px
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from datetime import datetime
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import time
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import random
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from typing import Dict, List, Any, Optional
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from dataclasses import dataclass
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# 导入配置管理
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try:
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from config.doppler_config import get_rapidapi_key
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except ImportError:
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# 如果配置模块不可用，使用环境变量
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import os
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def get_rapidapi_key():
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return os.getenv('RAPIDAPI_KEY', '')
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@dataclass
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class StockEntity:
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"""股票实体数据类"""
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symbol: str
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name: str
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role: str
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dependency: Optional[str] = None
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serves: Optional[str] = None
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type: Optional[str] = None
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@dataclass
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class EcosystemData:
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"""生态系统数据类"""
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tianzi: Dict[str, str]
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dafu: List[StockEntity]
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shi: List[StockEntity]
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jiajie: List[StockEntity]
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class TianxiaAnalyzer:
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"""天下体系分析器 - 天命树结构分析"""
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def __init__(self):
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"""初始化分析器"""
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try:
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self.rapidapi_key = get_rapidapi_key()
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except Exception:
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self.rapidapi_key = ""
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st.warning("⚠️ 未配置RapidAPI密钥，将使用模拟数据")
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# 定义三大天命树生态系统
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self.ecosystems = self._initialize_ecosystems()
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def _initialize_ecosystems(self) -> Dict[str, EcosystemData]:
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"""初始化生态系统数据"""
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return {
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'AI': EcosystemData(
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tianzi={'symbol': 'NVDA', 'name': 'NVIDIA', 'tianming': 'CUDA + GPU硬件，定义AI计算范式'},
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dafu=[
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StockEntity('TSM', 'TSMC', '芯片代工', '高端芯片唯一代工厂'),
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StockEntity('000660.SZ', 'SK Hynix', 'HBM内存', 'GPU性能关键'),
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StockEntity('MU', 'Micron', 'HBM内存', 'GPU性能关键'),
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StockEntity('SMCI', 'Supermicro', '服务器集成', 'GPU转化为计算能力')
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],
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shi=[
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StockEntity('ASML', 'ASML', '光刻设备', serves='TSMC'),
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StockEntity('AMAT', 'Applied Materials', '半导体设备', serves='TSMC')
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],
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jiajie=[
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StockEntity('AMD', 'AMD', '竞争对手', type='竞争天子'),
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StockEntity('GOOGL', 'Google', '云计算', type='云计算天子'),
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StockEntity('AMZN', 'Amazon', '云计算', type='云计算天子')
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]
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),
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'EV': EcosystemData(
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tianzi={'symbol': 'TSLA', 'name': 'Tesla', 'tianming': '软件定义汽车 + 超级充电网络'},
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dafu=[
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StockEntity('300750.SZ', 'CATL', '动力电池', '动力系统基石'),
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StockEntity('6752.T', 'Panasonic', '动力电池', '动力系统基石'),
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StockEntity('ALB', 'Albemarle', '锂矿', '源头命脉'),
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StockEntity('002460.SZ', 'Ganfeng Lithium', '锂矿', '源头命脉')
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],
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shi=[
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StockEntity('002497.SZ', 'Yahua Industrial', '氢氧化锂', serves='CATL'),
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StockEntity('002850.SZ', 'Kedali', '精密结构件', serves='CATL')
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],
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jiajie=[
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StockEntity('002594.SZ', 'BYD', '电动车', type='诸侯'),
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StockEntity('VWAGY', 'Volkswagen', '传统车企', type='诸侯'),
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StockEntity('F', 'Ford', '传统车企', type='诸侯')
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]
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),
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'Consumer_Electronics': EcosystemData(
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tianzi={'symbol': 'AAPL', 'name': 'Apple', 'tianming': 'iOS + App Store生态系统'},
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dafu=[
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StockEntity('2317.TW', 'Foxconn', '代工制造', '物理执行者'),
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StockEntity('TSM', 'TSMC', '芯片代工', '性能优势保障'),
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StockEntity('005930.KS', 'Samsung Display', '屏幕供应', '显示技术'),
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StockEntity('QCOM', 'Qualcomm', '基带芯片', '通信命脉')
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],
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shi=[
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StockEntity('002475.SZ', 'Luxshare', '精密制造', serves='Foxconn'),
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StockEntity('002241.SZ', 'Goertek', '声学器件', serves='Foxconn')
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],
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jiajie=[
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StockEntity('005930.KS', 'Samsung', '手机制造', type='亦敌亦友天子'),
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StockEntity('1810.HK', 'Xiaomi', '手机制造', type='诸侯'),
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StockEntity('NVDA', 'NVIDIA', 'AI芯片', type='跨生态天子')
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]
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||||
)
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}
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def get_stock_data(self, symbol: str) -> Dict[str, Any]:
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"""
|
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获取股票数据
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||||
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||||
Args:
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symbol: 股票代码
|
||||
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||||
Returns:
|
||||
股票数据字典
|
||||
"""
|
||||
# TODO: 实现真实API调用
|
||||
# 目前使用模拟数据
|
||||
try:
|
||||
return {
|
||||
'price': round(random.uniform(50, 500), 2),
|
||||
'change_pct': round(random.uniform(-5, 5), 2),
|
||||
'market_cap': f"{random.randint(100, 3000)}B",
|
||||
'volume': random.randint(1000000, 100000000)
|
||||
}
|
||||
except Exception:
|
||||
return {
|
||||
'price': 'N/A',
|
||||
'change_pct': 0,
|
||||
'market_cap': 'N/A',
|
||||
'volume': 'N/A'
|
||||
}
|
||||
|
||||
def create_tianming_card(self, ecosystem_name: str, ecosystem_data: EcosystemData) -> None:
|
||||
"""
|
||||
创建天命卡片
|
||||
|
||||
Args:
|
||||
ecosystem_name: 生态系统名称
|
||||
ecosystem_data: 生态系统数据
|
||||
"""
|
||||
tianzi = ecosystem_data.tianzi
|
||||
stock_data = self.get_stock_data(tianzi['symbol'])
|
||||
|
||||
st.markdown(f"### 👑 {ecosystem_name} 天命树")
|
||||
|
||||
# 天子信息
|
||||
col1, col2, col3 = st.columns([1, 2, 1])
|
||||
|
||||
with col1:
|
||||
st.markdown("#### 🌟 天子")
|
||||
st.markdown(f"**{tianzi['name']}** ({tianzi['symbol']})")
|
||||
|
||||
with col2:
|
||||
st.markdown("#### 📜 天命")
|
||||
st.info(tianzi['tianming'])
|
||||
|
||||
with col3:
|
||||
st.metric(
|
||||
label="股价",
|
||||
value=f"${stock_data['price']}",
|
||||
delta=f"{stock_data['change_pct']:+.2f}%"
|
||||
)
|
||||
|
||||
# 大夫层级
|
||||
if ecosystem_data.dafu:
|
||||
st.markdown("#### 🏛️ 大夫 (核心依赖)")
|
||||
dafu_cols = st.columns(min(len(ecosystem_data.dafu), 4))
|
||||
|
||||
for i, dafu in enumerate(ecosystem_data.dafu):
|
||||
col_index = i % 4
|
||||
with dafu_cols[col_index]:
|
||||
data = self.get_stock_data(dafu.symbol)
|
||||
st.metric(
|
||||
label=f"{dafu.name}",
|
||||
value=f"${data['price']}",
|
||||
delta=f"{data['change_pct']:+.2f}%"
|
||||
)
|
||||
st.caption(f"**{dafu.role}**: {dafu.dependency}")
|
||||
|
||||
# 士层级
|
||||
if ecosystem_data.shi:
|
||||
st.markdown("#### ⚔️ 士 (专业供应商)")
|
||||
shi_cols = st.columns(min(len(ecosystem_data.shi), 3))
|
||||
|
||||
for i, shi in enumerate(ecosystem_data.shi):
|
||||
col_index = i % 3
|
||||
with shi_cols[col_index]:
|
||||
data = self.get_stock_data(shi.symbol)
|
||||
st.metric(
|
||||
label=f"{shi.name}",
|
||||
value=f"${data['price']}",
|
||||
delta=f"{data['change_pct']:+.2f}%"
|
||||
)
|
||||
st.caption(f"**{shi.role}** → 服务于{shi.serves}")
|
||||
|
||||
# 嫁接关系
|
||||
if ecosystem_data.jiajie:
|
||||
st.markdown("#### 🔗 嫁接关系 (跨生态链接)")
|
||||
jiajie_cols = st.columns(min(len(ecosystem_data.jiajie), 4))
|
||||
|
||||
for i, jiajie in enumerate(ecosystem_data.jiajie):
|
||||
col_index = i % 4
|
||||
with jiajie_cols[col_index]:
|
||||
data = self.get_stock_data(jiajie.symbol)
|
||||
st.metric(
|
||||
label=f"{jiajie.name}",
|
||||
value=f"${data['price']}",
|
||||
delta=f"{data['change_pct']:+.2f}%"
|
||||
)
|
||||
st.caption(f"**{jiajie.type}**")
|
||||
|
||||
st.markdown("---")
|
||||
|
||||
def create_tianming_tree_table(self) -> pd.DataFrame:
|
||||
"""
|
||||
创建天命树完整表格 - 用于投资组合去相关性分析
|
||||
|
||||
Returns:
|
||||
包含所有股票信息的DataFrame
|
||||
"""
|
||||
st.markdown("### 📋 天命树完整表格 - 投资组合去相关性分析")
|
||||
st.markdown("**核心理念**: 投资组合的本质是去相关性 - 从不同root下的不同spine下的不同leaf进行配置")
|
||||
|
||||
all_stocks = []
|
||||
|
||||
for eco_name, eco_data in self.ecosystems.items():
|
||||
# 天子
|
||||
tianzi = eco_data.tianzi
|
||||
stock_data = self.get_stock_data(tianzi['symbol'])
|
||||
all_stocks.append({
|
||||
'Root': eco_name,
|
||||
'Level': '👑 天子',
|
||||
'Symbol': tianzi['symbol'],
|
||||
'Company': tianzi['name'],
|
||||
'Role': '定义范式',
|
||||
'Dependency_Path': f"{eco_name}",
|
||||
'Price': stock_data['price'],
|
||||
'Change%': stock_data['change_pct'],
|
||||
'Market_Cap': stock_data['market_cap'],
|
||||
'Correlation_Risk': '极高 - 生态核心'
|
||||
})
|
||||
|
||||
# 大夫
|
||||
for dafu in eco_data.dafu:
|
||||
stock_data = self.get_stock_data(dafu.symbol)
|
||||
all_stocks.append({
|
||||
'Root': eco_name,
|
||||
'Level': '🏛️ 大夫',
|
||||
'Symbol': dafu.symbol,
|
||||
'Company': dafu.name,
|
||||
'Role': dafu.role,
|
||||
'Dependency_Path': f"{eco_name} → {tianzi['name']} → {dafu.name}",
|
||||
'Price': stock_data['price'],
|
||||
'Change%': stock_data['change_pct'],
|
||||
'Market_Cap': stock_data['market_cap'],
|
||||
'Correlation_Risk': '高 - 深度绑定天子'
|
||||
})
|
||||
|
||||
# 士
|
||||
for shi in eco_data.shi:
|
||||
stock_data = self.get_stock_data(shi.symbol)
|
||||
all_stocks.append({
|
||||
'Root': eco_name,
|
||||
'Level': '⚔️ 士',
|
||||
'Symbol': shi.symbol,
|
||||
'Company': shi.name,
|
||||
'Role': shi.role,
|
||||
'Dependency_Path': f"{eco_name} → {shi.serves} → {shi.name}",
|
||||
'Price': stock_data['price'],
|
||||
'Change%': stock_data['change_pct'],
|
||||
'Market_Cap': stock_data['market_cap'],
|
||||
'Correlation_Risk': '中 - 专业供应商'
|
||||
})
|
||||
|
||||
# 嫁接
|
||||
for jiajie in eco_data.jiajie:
|
||||
stock_data = self.get_stock_data(jiajie.symbol)
|
||||
all_stocks.append({
|
||||
'Root': '🔗 跨生态',
|
||||
'Level': '🔗 嫁接',
|
||||
'Symbol': jiajie.symbol,
|
||||
'Company': jiajie.name,
|
||||
'Role': jiajie.type or jiajie.role,
|
||||
'Dependency_Path': f"多生态嫁接 → {jiajie.name}",
|
||||
'Price': stock_data['price'],
|
||||
'Change%': stock_data['change_pct'],
|
||||
'Market_Cap': stock_data['market_cap'],
|
||||
'Correlation_Risk': '低 - 多元化依赖'
|
||||
})
|
||||
|
||||
df = pd.DataFrame(all_stocks)
|
||||
|
||||
# 显示表格
|
||||
st.dataframe(
|
||||
df,
|
||||
use_container_width=True,
|
||||
column_config={
|
||||
"Root": st.column_config.TextColumn("生态根节点", width="small"),
|
||||
"Level": st.column_config.TextColumn("层级", width="small"),
|
||||
"Symbol": st.column_config.TextColumn("代码", width="small"),
|
||||
"Company": st.column_config.TextColumn("公司", width="medium"),
|
||||
"Role": st.column_config.TextColumn("角色", width="medium"),
|
||||
"Dependency_Path": st.column_config.TextColumn("依赖路径", width="large"),
|
||||
"Price": st.column_config.NumberColumn("股价", format="$%.2f"),
|
||||
"Change%": st.column_config.NumberColumn("涨跌幅", format="%.2f%%"),
|
||||
"Market_Cap": st.column_config.TextColumn("市值", width="small"),
|
||||
"Correlation_Risk": st.column_config.TextColumn("相关性风险", width="medium")
|
||||
}
|
||||
)
|
||||
|
||||
return df
|
||||
|
||||
def render_tianxia_tab() -> None:
|
||||
"""渲染天下体系Tab"""
|
||||
|
||||
# 页面标题
|
||||
st.markdown("### 🏛️ 天下体系 - 儒门天下观资本生态分析")
|
||||
st.markdown("**基于'天命树'结构模型，穿透市场表象，绘制全球资本市场真实的权力结构**")
|
||||
st.markdown("---")
|
||||
|
||||
# 初始化分析器
|
||||
analyzer = TianxiaAnalyzer()
|
||||
|
||||
# 控制面板
|
||||
col1, col2, col3 = st.columns([1, 1, 2])
|
||||
with col1:
|
||||
auto_refresh = st.checkbox("🔄 自动刷新", value=False, key="tianxia_auto_refresh")
|
||||
with col2:
|
||||
if st.button("🏛️ 扫描天下", type="primary", key="tianxia_scan_btn"):
|
||||
st.session_state.trigger_tianxia_scan = True
|
||||
with col3:
|
||||
st.markdown("*正在分析全球资本生态权力结构...*")
|
||||
|
||||
# 理论介绍
|
||||
with st.expander("📚 天命树理论基础"):
|
||||
st.markdown("""
|
||||
### 🏛️ 儒门天下观核心思想
|
||||
|
||||
**两大哲学基石：**
|
||||
1. **结构非平权**: 资本宇宙本质是不平权的、层级森严的树状结构
|
||||
2. **天命与脉络**: 每个生态都有唯一的"根节点"(天子)，拥有定义整个生态的"天命"
|
||||
|
||||
**四层架构：**
|
||||
- **👑 天子**: 定义范式的平台型公司 (如Apple, NVIDIA, Tesla)
|
||||
- **🏛️ 大夫**: 深度绑定天子的核心供应商 (如TSMC, CATL)
|
||||
- **⚔️ 士**: 专业供应商和服务商 (如ASML, Luxshare)
|
||||
- **🔗 嫁接**: 跨生态的策略性链接关系
|
||||
""")
|
||||
|
||||
# 自动刷新逻辑
|
||||
if auto_refresh:
|
||||
time.sleep(60)
|
||||
st.rerun()
|
||||
|
||||
# 触发扫描或显示数据
|
||||
if st.session_state.get('trigger_tianxia_scan', False) or 'tianxia_scan_time' not in st.session_state:
|
||||
with st.spinner("🏛️ 正在扫描天下体系..."):
|
||||
st.session_state.tianxia_scan_time = datetime.now()
|
||||
st.session_state.trigger_tianxia_scan = False
|
||||
|
||||
# 显示扫描时间
|
||||
if 'tianxia_scan_time' in st.session_state:
|
||||
st.info(f"📅 最后扫描时间: {st.session_state.tianxia_scan_time.strftime('%Y-%m-%d %H:%M:%S')}")
|
||||
|
||||
# 显示三大生态系统
|
||||
st.markdown("## 🌍 三大天命树生态系统")
|
||||
|
||||
# 分析模式选择
|
||||
analysis_mode = st.selectbox(
|
||||
"选择分析模式",
|
||||
["生态系统分析", "投资组合去相关性分析"],
|
||||
key="tianxia_analysis_mode"
|
||||
)
|
||||
|
||||
if analysis_mode == "生态系统分析":
|
||||
# 生态系统选择
|
||||
selected_ecosystem = st.selectbox(
|
||||
"选择要分析的生态系统",
|
||||
["全部", "AI", "EV", "Consumer_Electronics"],
|
||||
format_func=lambda x: {
|
||||
"全部": "🌍 全部生态系统",
|
||||
"AI": "🤖 AI人工智能生态",
|
||||
"EV": "⚡ 电动汽车生态",
|
||||
"Consumer_Electronics": "📱 消费电子生态"
|
||||
}[x],
|
||||
key="tianxia_ecosystem_select"
|
||||
)
|
||||
|
||||
if selected_ecosystem == "全部":
|
||||
# 显示所有生态系统
|
||||
for eco_name, eco_data in analyzer.ecosystems.items():
|
||||
analyzer.create_tianming_card(eco_name, eco_data)
|
||||
else:
|
||||
# 显示选定的生态系统
|
||||
analyzer.create_tianming_card(selected_ecosystem, analyzer.ecosystems[selected_ecosystem])
|
||||
|
||||
else: # 投资组合去相关性分析
|
||||
st.markdown("## 🎯 投资组合去相关性分析")
|
||||
st.info("**核心理念**: 真正的分散投资是从不同的root（天子）下的不同spine（大夫）下的不同leaf（士）进行配置")
|
||||
|
||||
# 创建完整天命树表格
|
||||
df = analyzer.create_tianming_tree_table()
|
||||
|
||||
# 页面底部说明
|
||||
st.markdown("---")
|
||||
st.markdown("""
|
||||
### 🎯 天下体系核心洞察
|
||||
|
||||
**权力结构分析**：
|
||||
- **AI生态**: NVIDIA通过CUDA平台统治AI计算，TSMC是关键"嫁接"节点
|
||||
- **电动车生态**: Tesla定义软件汽车范式，CATL掌握电池命脉
|
||||
- **消费电子生态**: Apple建立iOS护城河，供应链高度集中化
|
||||
|
||||
**投资策略启示**：
|
||||
1. **投资天子**: 寻找定义范式的平台型公司
|
||||
2. **关注大夫**: 深度绑定天子的核心供应商往往被低估
|
||||
3. **警惕嫁接**: 被多个天子"嫁接"的公司风险与机会并存
|
||||
4. **避开士层**: 缺乏议价能力的专业供应商投资价值有限
|
||||
|
||||
⚠️ **免责声明**: 天下体系分析仅供参考，投资有风险，决策需谨慎！
|
||||
""")
|
||||
Reference in New Issue
Block a user