Initial commit: Korean stock value-investing AI pipeline

- 19개 마이크로서비스 (news-collector, score-engine, ta-engine, dart-collector,
  aux-signal, us-market, graph-engine, telegram-bot, dashboard-api, kis-api 등)
- 가치투자 스코어링 + 10공식 앙상블 보팅 (매직포뮬러/F-Score/Altman/PEG/
  모멘텀/Beneish/GP-A/G-Score/Amihud/BAB)
- 뉴스 수집→형태소→임베딩→중복제거→AI분석 파이프라인
- 기술적분석 + GAT 그래프신경망 + 미증시 동조 시그널

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

bareunaapi/Dockerfile

@@ -0,0 +1,24 @@
+FROM python:3.11-slim
+
+WORKDIR /app
+
+RUN apt-get update && apt-get install -y \
+    curl \
+    gcc \
+    && rm -rf /var/lib/apt/lists/*
+
+COPY requirements.txt .
+RUN pip install --no-cache-dir -r requirements.txt
+
+COPY . .
+RUN mkdir -p /app/logs
+
+EXPOSE 5757
+
+CMD ["python", "-m", "uvicorn", "main:app", \
+     "--host", "0.0.0.0", \
+     "--port", "5757", \
+     "--workers", "4", \
+     "--loop", "uvloop", \
+     "--http", "httptools", \
+     "--log-level", "info"]

bareunaapi/finance_dict.py

@@ -0,0 +1,136 @@
+"""
+한국 주식/금융 전문 용어 사전
+형태소 분석 보완용 — 바른 API가 분리하지 못하는 복합어 및 금융 전문어를 정의
+"""
+
+# ── 재무제표 / 회계 ─────────────────────────────────────────────────────────────
+FINANCIAL_STATEMENT = {
+    "매출액","매출원가","매출총이익","영업이익","영업손실","영업외수익","영업외비용",
+    "세전이익","당기순이익","당기순손실","포괄손익","이익잉여금","자본잉여금",
+    "납입자본","기타자본","비지배지분","총자산","총부채","총자본","유동자산",
+    "비유동자산","유동부채","비유동부채","현금및현금성자산","단기금융상품",
+    "매출채권","재고자산","유형자산","무형자산","투자자산","영업활동현금흐름",
+    "투자활동현금흐름","재무활동현금흐름","잉여현금흐름","FCF","EBITDA","EBIT",
+    "ROE","ROA","ROI","EPS","BPS","DPS","PER","PBR","PSR","EV/EBITDA","PCR",
+    "부채비율","유동비율","당좌비율","자기자본비율","이자보상배율","영업이익률",
+    "순이익률","자산회전율","재고자산회전율","매출채권회전율",
+}
+
+# ── 주식 시장 구조 ───────────────────────────────────────────────────────────────
+MARKET_STRUCTURE = {
+    "코스피","코스닥","코넥스","K-OTC","유가증권시장","장외시장","선물시장",
+    "옵션시장","ETF","ETN","ELS","DLS","리츠","SPAC","공모주","유상증자","무상증자",
+    "감자","합병","분할","인적분할","물적분할","자사주매입","자사주소각","배당",
+    "중간배당","특별배당","주식배당","현금배당","우선주","보통주","전환사채","CB",
+    "신주인수권부사채","BW","교환사채","EB","DR","GDR","ADR","상장","상장폐지",
+    "거래정지","매매정지","관리종목","투자주의","투자경고","투자위험","단기과열",
+    "공매도","대차거래","프로그램매매","외국인","기관","개인","세력","수급",
+    "시가총액","거래량","거래대금","52주최고","52주최저","신고가","신저가",
+}
+
+# ── 기술적 분석 지표 ─────────────────────────────────────────────────────────────
+TECHNICAL_INDICATORS = {
+    "이동평균","이평선","골든크로스","데드크로스","MACD","RSI","스토캐스틱",
+    "볼린저밴드","볼밴","일목균형표","지지","저항","추세선","채널","삼각수렴",
+    "쐐기형","헤드앤숄더","역헤드앤숄더","더블탑","더블바텀","갭","갭업","갭다운",
+    "윗꼬리","아래꼬리","망치형","도지","장악형","상승반전","하락반전",
+    "거래량폭발","거래량급증","음봉","양봉","캔들","봉차트","분봉","일봉","주봉","월봉",
+    "오버솔드","오버바우트","과매수","과매도","다이버전스","모멘텀",
+}
+
+# ── 기업 이벤트 / 공시 ───────────────────────────────────────────────────────────
+CORPORATE_EVENTS = {
+    "실적발표","어닝시즌","어닝서프라이즈","어닝쇼크","가이던스","실적전망",
+    "수주","수주잔고","계약체결","MOU","LOI","업무협약","전략적제휴","조인트벤처",
+    "JV","M&A","인수합병","적대적인수","공개매수","TOB","경영권분쟁","주주행동주의",
+    "주주총회","정기주총","임시주총","이사회","대표이사교체","CEO교체","감사의견",
+    "한정의견","의견거절","부적정의견","횡령","배임","회계부정","분식회계","리콜",
+    "소송","피소","과징금","제재","영업정지","특허침해","임상성공","임상실패",
+    "FDA승인","식약처승인","NDA","IND","임상1상","임상2상","임상3상",
+}
+
+# ── 거시경제 / 정책 ──────────────────────────────────────────────────────────────
+MACRO_ECONOMICS = {
+    "기준금리","금리인상","금리인하","금리동결","통화정책","양적완화","QE","QT",
+    "테이퍼링","연준","FED","FOMC","한국은행","한은","ECB","BOJ","금통위",
+    "환율","달러원","원달러","엔화","위안화","유로","달러인덱스","DXY",
+    "인플레이션","디플레이션","스태그플레이션","CPI","PPI","PCE","GDP","GNP",
+    "경상수지","무역수지","외환보유고","국채","회사채","하이일드","신용등급",
+    "무디스","S&P","피치","국제유가","WTI","브렌트","천연가스","LNG","구리","금","은",
+    "반도체수급","공급망","서플라이체인","리쇼어링","니어쇼어링","관세","무역전쟁",
+    "경제성장률","실업률","소비자심리지수","PMI","ISM","주택착공","소매판매",
+}
+
+# ── 산업 / 섹터 키워드 ───────────────────────────────────────────────────────────
+SECTOR_KEYWORDS = {
+    # 반도체
+    "반도체","메모리","낸드","D램","HBM","HBM3","HBM4","파운드리","팹리스",
+    "TSMC","삼성파운드리","파운드리","EUV","GAA","3나노","2나노","첨단패키징",
+    "CoWoS","인터포저","칩렛","AI반도체","NPU","GPU","AI가속기",
+    # 2차전지/전기차
+    "배터리","2차전지","리튬이온","전고체배터리","양극재","음극재","분리막","전해질",
+    "전기차","BEV","PHEV","HEV","충전인프라","급속충전","에너지밀도","배터리팩",
+    "배터리셀","모듈","BMS","리튬","코발트","니켈","망간","황산리튬",
+    # 바이오/헬스
+    "바이오","제약","의약품","신약","오리지널","제네릭","바이오시밀러","항체","mRNA",
+    "세포치료","유전자치료","CAR-T","ADC","이중항체","희귀질환","항암제","치매",
+    "알츠하이머","비만치료제","GLP-1","당뇨","심혈관","호흡기",
+    # AI/IT/플랫폼
+    "인공지능","AI","LLM","GPT","클로드","제미나이","거대언어모델","생성AI","AGI",
+    "클라우드","AWS","애저","GCP","SaaS","PaaS","IaaS","데이터센터","GPU서버",
+    "반도체설계","엣지AI","온디바이스","자율주행","ADAS","라이다","카메라모듈",
+    "로봇","협동로봇","물류로봇","휴머노이드",
+    # 방산/우주
+    "방산","방위산업","무기수출","미사일","드론","무인기","위성","우주항공","발사체",
+    # 건설/부동산
+    "부동산","아파트","분양","착공","준공","건설수주","PF","프로젝트파이낸싱",
+    "리츠","REITs","임대","역세권","재개발","재건축",
+}
+
+# ── 가격 움직임 표현 (감성 분석용) ───────────────────────────────────────────────
+PRICE_MOVEMENT = {
+    "급등","급락","폭등","폭락","상한가","하한가","강세","약세","반등","반락",
+    "상승","하락","보합","소폭상승","소폭하락","대폭상승","대폭하락",
+    "신고가경신","52주신고가","역사적신고가","저점매수","고점매도",
+    "눌림","눌림목","지지","저항돌파","박스권","횡보","추세전환",
+    "모멘텀강화","모멘텀약화","수급개선","수급악화","외국인순매수","외국인순매도",
+    "기관순매수","기관순매도","공매도잔고","공매도비율",
+}
+
+# ── 투자 전략 / 버핏 스타일 ──────────────────────────────────────────────────────
+INVESTMENT_STRATEGY = {
+    "가치투자","성장투자","배당투자","퀀트투자","모멘텀투자","역발상투자",
+    "내재가치","안전마진","경제적해자","모트","경쟁우위","진입장벽","가격결정력",
+    "브랜드가치","플랫폼효과","네트워크효과","전환비용","규모의경제","비용우위",
+    "장기투자","복리효과","분산투자","집중투자","포트폴리오","자산배분","리밸런싱",
+    "저PER","저PBR","고ROE","배당수익률","배당성향","주주환원","자본배분",
+    "현금창출력","잉여현금흐름","재투자수익률","ROIC","WACC",
+}
+
+# 동사/형용사 형태 (형태소 분석에서 VV/VA 태그로 뽑히는 것들)
+FINANCE_VERBS: set[str] = {
+    "급등","급락","폭등","폭락","상승","하락","반등","돌파","이탈","회복",
+    "초과","달성","하회","상회","급성장","개선","악화","감소","증가",
+}
+
+# 전체 통합 사전 (lookup용)
+ALL_FINANCE_TERMS: set[str] = (
+    FINANCIAL_STATEMENT
+    | MARKET_STRUCTURE
+    | TECHNICAL_INDICATORS
+    | CORPORATE_EVENTS
+    | MACRO_ECONOMICS
+    | SECTOR_KEYWORDS
+    | PRICE_MOVEMENT
+    | INVESTMENT_STRATEGY
+)
+
+# 감성 판단에 중요한 우선순위 높은 단어들
+HIGH_PRIORITY_TERMS: set[str] = {
+    "어닝서프라이즈","어닝쇼크","급등","급락","폭등","폭락","상한가","하한가",
+    "수주","임상성공","임상실패","FDA승인","횡령","배임","분식회계","상장폐지",
+    "관리종목","거래정지","배당증가","자사주소각","M&A","합병","분할",
+    "골든크로스","데드크로스","신고가","신저가","52주신고가","52주신저가",
+    "외국인순매수","기관순매수","공매도잔고감소","실적발표","가이던스상향",
+    "가이던스하향","CEO교체","대표이사교체","감사의견거절",
+}

bareunaapi/main.py

@@ -0,0 +1,250 @@
+"""
+바른 API FastAPI 서버 v2
+- 서버 시작 시 KRX 전체 종목 동적 로딩
+- 24시간마다 자동 갱신
+- Bareun gRPC 연결
+"""
+import asyncio, hashlib, os, re, time
+from contextlib import asynccontextmanager
+from typing import Optional
+import orjson, redis.asyncio as aioredis, structlog
+from bareunpy import Tagger
+from fastapi import FastAPI, HTTPException, Response
+from fastapi.responses import JSONResponse
+from fastapi.middleware.cors import CORSMiddleware
+from prometheus_fastapi_instrumentator import Instrumentator
+from pydantic import BaseModel, Field
+from stock_loader import load_all_stocks, auto_refresh_stocks
+from finance_dict import ALL_FINANCE_TERMS, HIGH_PRIORITY_TERMS, FINANCE_VERBS as FD_VERBS
+
+structlog.configure(processors=[
+    structlog.processors.TimeStamper(fmt="iso"),
+    structlog.processors.add_log_level,
+    structlog.processors.JSONRenderer(),
+])
+logger = structlog.get_logger()
+
+BAREUN_API_KEY     = os.getenv("BAREUN_API_KEY", "")
+BAREUN_SERVER_HOST = os.getenv("BAREUN_SERVER_HOST", "bareun")
+BAREUN_SERVER_PORT = int(os.getenv("BAREUN_SERVER_PORT", "5656"))
+REDIS_HOST         = os.getenv("REDIS_HOST", "redis")
+REDIS_PORT         = int(os.getenv("REDIS_PORT", "6379"))
+REDIS_PASSWORD     = os.getenv("REDIS_PASSWORD", "")
+REDIS_DB           = int(os.getenv("REDIS_DB", "1"))
+NEWS_DEDUP_TTL     = int(os.getenv("NEWS_DEDUP_TTL", "86400"))
+
+STOPWORDS = {
+    "것","수","등","및","또","또한","이","그","저","위","아래","관련","통해",
+    "위해","대해","따라","때문","이후","이전","현재","최근","지난","올해","내년",
+    "이번","오늘","어제","내일","이날","같은","다른","많은","더","가장","매우",
+    "이미","아직","모든","각","전체","일부","국내","해외","글로벌","세계","한국",
+    "미국","중국","일본","유럽","가운데","한편","다만","특히","실제","여전히",
+    "앞으로","지속","계속","자체","관계자","측","쪽","곳","점","경우","상황",
+    "때","중","간",
+}
+FINANCE_KEYWORDS = ALL_FINANCE_TERMS
+FINANCE_VERBS = {
+    "급등","급락","폭등","폭락","상승","하락","반등","하락세","상승세",
+    "돌파","이탈","회복","저항","지지","돌파구","매집","매도","매수",
+    "초과달성","하회","상회","달성","부진","급성장","감소","증가","개선","악화",
+} | FD_VERBS
+START_TIME = time.time()
+
+class AppState:
+    tagger: Optional[Tagger] = None
+    redis: Optional[aioredis.Redis] = None
+    stock_map: dict[str, str] = {}
+    stock_count: int = 0
+    refresh_task: Optional[asyncio.Task] = None
+
+state = AppState()
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    state.stock_map = await load_all_stocks()
+    state.stock_count = len(state.stock_map)
+    logger.info("stocks.ready", count=state.stock_count)
+    state.refresh_task = asyncio.create_task(auto_refresh_stocks(state, 24))
+    try:
+        state.tagger = Tagger(BAREUN_API_KEY, BAREUN_SERVER_HOST, BAREUN_SERVER_PORT)
+        logger.info("tagger.ok")
+    except Exception as e:
+        logger.warning("tagger.failed", error=str(e))
+    try:
+        state.redis = aioredis.Redis(host=REDIS_HOST, port=REDIS_PORT,
+            password=REDIS_PASSWORD, db=REDIS_DB, decode_responses=True,
+            socket_connect_timeout=5, retry_on_timeout=True)
+        await state.redis.ping()
+        logger.info("redis.ok")
+    except Exception as e:
+        logger.error("redis.failed", error=str(e))
+    yield
+    if state.refresh_task: state.refresh_task.cancel()
+    if state.redis: await state.redis.aclose()
+
+app = FastAPI(title="바른 API v2", version="2.0.0", lifespan=lifespan)
+app.add_middleware(CORSMiddleware, allow_origins=["*"], allow_methods=["*"], allow_headers=["*"])
+Instrumentator().instrument(app).expose(app, endpoint="/metrics")
+
+class AnalyzeRequest(BaseModel):
+    title: str; content: str = ""; url: str = ""; source: str = ""; published_at: str = ""
+
+class StockMention(BaseModel):
+    name: str; code: str; count: int
+
+class AnalyzeResponse(BaseModel):
+    hash: str; is_duplicate: bool; stocks: list[StockMention]; keywords: list[str]
+    filtered_text: str; token_count: int; processing_time_ms: float
+
+class BatchRequest(BaseModel):
+    items: list[AnalyzeRequest]
+
+def news_hash(title, url):
+    return hashlib.sha256(f"{title.strip()}{url.strip()}".encode()).hexdigest()[:16]
+
+async def is_duplicate(h):
+    if not state.redis: return False
+    try:
+        r = await state.redis.set(f"news:dedup:{h}", "1", ex=NEWS_DEDUP_TTL, nx=True)
+        return r is None
+    except: return False
+
+def extract_morphemes(text):
+    if not state.tagger or not text.strip():
+        return [w for w in text.split() if len(w) >= 2 and w not in STOPWORDS]
+    try:
+        result = []
+        for t, p in state.tagger.pos(text):
+            if len(t) < 2 or t in STOPWORDS:
+                continue
+            if p in ("NNG", "NNP", "SL"):
+                result.append(t)
+            elif p in ("VV", "VA", "XR") and t in FINANCE_VERBS:
+                result.append(t)
+        return result
+    except:
+        return [w for w in text.split() if len(w) >= 2 and w not in STOPWORDS]
+
+def extract_stocks(text):
+    found = {}
+    for name, code in state.stock_map.items():
+        if len(name) < 2:
+            continue                       # 1글자 종목명은 오탐 과다 → 제외
+        if name.isascii():
+            # 영문/숫자 약칭(KT·SK·DB 등)은 단어경계 강제 (SKT·KTX 오탐 차단)
+            pat = rf"(?<![A-Za-z0-9]){re.escape(name)}(?![A-Za-z0-9])"
+            c = len(re.findall(pat, text))
+        else:
+            c = text.count(name)           # 한글명: 교착어 특성상 부분일치 유지
+        if c > 0:
+            found[name] = StockMention(name=name, code=code, count=c)
+    # 더 긴 종목명에 포함된 짧은 종목명 제거 ('한국' ⊂ '한국전력', 'KT' ⊂ 'KT&G')
+    names = list(found)
+    for n in names:
+        if any(n != m and n in m for m in names):
+            found.pop(n, None)
+    return sorted(found.values(), key=lambda x: x.count, reverse=True)
+
+def build_filtered(nouns, stocks):
+    sn = {s.name for s in stocks}
+    seen = set()
+    result = []
+    # 1순위: 고중요도 금융 이벤트 (어닝서프라이즈, 상한가 등)
+    for n in nouns:
+        if n in HIGH_PRIORITY_TERMS and n not in seen:
+            result.append(n); seen.add(n)
+    # 2순위: 종목명
+    for n in nouns:
+        if n in sn and n not in seen:
+            result.append(n); seen.add(n)
+    # 3순위: 전문 금융 용어 사전
+    for n in nouns:
+        if n in FINANCE_KEYWORDS and n not in seen:
+            result.append(n); seen.add(n)
+    # 4순위: 나머지 의미있는 명사
+    for n in nouns:
+        if n not in STOPWORDS and len(n) >= 2 and n not in seen:
+            result.append(n); seen.add(n)
+    return " ".join(result[:120])
+
+def scan_finance_terms(text: str) -> list[str]:
+    """형태소 분석 없이 원문에서 금융 전문 용어 직접 탐색 (복합어 대응)"""
+    found = []
+    for term in ALL_FINANCE_TERMS:
+        if term in text:
+            found.append(term)
+    return found
+
+def _analyze(req):
+    text = f"{req.title} {req.content}".strip()
+    h = news_hash(req.title, req.url)
+    nouns = extract_morphemes(text)
+    # 원문 직접 스캔으로 형태소 분석이 놓친 복합어 추가
+    direct_terms = scan_finance_terms(text)
+    nouns = list(dict.fromkeys(nouns + direct_terms))
+    stocks = extract_stocks(text)
+    kw = list(dict.fromkeys(n for n in nouns if len(n) >= 2))[:50]
+    ft = build_filtered(nouns, stocks)
+    return h, stocks, kw, ft
+
+@app.get("/health")
+async def health():
+    tok = state.tagger is not None
+    rok = False
+    if state.redis:
+        try: await state.redis.ping(); rok = True
+        except: pass
+    return JSONResponse(content={"status": "ok" if tok else "degraded",
+        "tagger": "ok" if tok else "unavailable", "redis": "ok" if rok else "error",
+        "stocks_loaded": state.stock_count, "uptime": round(time.time()-START_TIME,1)})
+
+@app.post("/analyze")
+async def analyze(req: AnalyzeRequest):
+    t = time.perf_counter()
+    h, stocks, kw, ft = _analyze(req)
+    dup = await is_duplicate(h)
+    ms = round((time.perf_counter()-t)*1000, 2)
+    return Response(content=orjson.dumps(AnalyzeResponse(
+        hash=h, is_duplicate=dup, stocks=stocks, keywords=kw,
+        filtered_text=ft, token_count=len(ft.split()), processing_time_ms=ms
+    ).model_dump()), media_type="application/json")
+
+@app.post("/analyze/batch")
+async def analyze_batch(req: BatchRequest):
+    if len(req.items) > 50: raise HTTPException(400, "최대 50개")
+    t = time.perf_counter()
+    results = []
+    for item in req.items:
+        try:
+            h, stocks, kw, ft = _analyze(item)
+            dup = await is_duplicate(h)
+            results.append({"title":item.title,"hash":h,"is_duplicate":dup,
+                "stocks":[s.model_dump() for s in stocks],"keywords":kw,
+                "filtered_text":ft,"token_count":len(ft.split())})
+        except Exception as e:
+            results.append({"title":item.title,"error":str(e),"is_duplicate":False})
+    ms = round((time.perf_counter()-t)*1000, 2)
+    dups = sum(1 for r in results if r.get("is_duplicate"))
+    return Response(content=orjson.dumps({"total":len(results),"duplicates":dups,
+        "processed":len(results)-dups,"elapsed_ms":ms,"results":results}),
+        media_type="application/json")
+
+@app.get("/stocks")
+async def stocks_list():
+    return JSONResponse(content={"count":len(state.stock_map),
+        "stocks":[{"name":k,"code":v} for k,v in list(state.stock_map.items())[:500]]})
+
+@app.post("/stocks/refresh")
+async def refresh():
+    m = await load_all_stocks()
+    if len(m) > 50:
+        state.stock_map = m; state.stock_count = len(m)
+        return JSONResponse(content={"status":"ok","count":len(m)})
+    raise HTTPException(500, "종목 로딩 실패")
+
+@app.delete("/dedup/flush")
+async def flush():
+    if not state.redis: raise HTTPException(503)
+    keys = await state.redis.keys("news:dedup:*")
+    if keys: await state.redis.delete(*keys)
+    return {"deleted": len(keys)}

bareunaapi/requirements.txt

@@ -0,0 +1,14 @@
+fastapi==0.111.0
+uvicorn[standard]==0.30.1
+uvloop==0.19.0
+httptools==0.6.1
+httpx==0.27.0
+redis==5.0.4
+pydantic==2.7.1
+pydantic-settings==2.3.1
+bareunpy==1.7.3
+python-multipart==0.0.9
+orjson==3.10.3
+structlog==24.2.0
+prometheus-fastapi-instrumentator==7.0.0
+tenacity==8.3.0

bareunaapi/stock_loader.py

@@ -0,0 +1,162 @@
+"""
+KRX 전체 종목 동적 로딩
+- 서버 시작 시 1회 로딩
+- 매일 자정 자동 갱신
+- 실패 시 하드코딩 폴백
+"""
+
+import asyncio
+import json
+import io
+import time
+from datetime import datetime
+
+import httpx
+import structlog
+
+logger = structlog.get_logger()
+
+# 폴백 종목 (네트워크 실패 시 사용)
+FALLBACK_STOCKS = {
+    "코스피": "KOSPI", "코스닥": "KOSDAQ", "코스피200": "KOSPI200",
+    "삼성전자": "005930", "SK하이닉스": "000660", "LG에너지솔루션": "373220",
+    "현대차": "005380", "기아": "000270", "셀트리온": "068270",
+    "카카오": "035720", "네이버": "035420", "NAVER": "035420",
+    "삼성바이오로직스": "207940", "KB금융": "105560", "POSCO홀딩스": "005490",
+    "신한지주": "055550", "LG화학": "051910", "삼성SDI": "006400",
+    "현대모비스": "012330", "하나금융지주": "086790", "SK텔레콤": "017670",
+    "KT": "030200", "LG전자": "066570", "한화에어로스페이스": "012450",
+    "삼성물산": "028260", "HD현대중공업": "329180", "한국전력": "015760",
+    "HMM": "011200", "대한항공": "003490", "카카오뱅크": "323410",
+    "크래프톤": "259960", "하이브": "352820", "에코프로": "086520",
+    "알테오젠": "196170", "한미반도체": "042700",
+}
+
+# 약칭/별칭
+ALIASES = {
+    "삼전": "005930", "하닉": "000660", "현차": "005380",
+    "카뱅": "323410", "삼바": "207940", "삼성바이오": "207940",
+    "한에솔": "012450", "한화에어": "012450", "LG엔솔": "373220",
+    "SK하닉": "000660", "포홀": "005490", "에프엔에프": "383220",
+    "현대자동차": "005380", "네이버": "035420",
+}
+
+
+async def fetch_krx_stocks() -> dict[str, str]:
+    """KRX에서 전체 상장 종목 가져오기"""
+    stock_map = {
+        "코스피": "KOSPI", "코스닥": "KOSDAQ",
+        "코스피200": "KOSPI200", "KRX": "KRX",
+    }
+
+    headers = {
+        "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36",
+        "Referer": "http://data.krx.co.kr/contents/MDC/MDI/mdiLoader/index.cmd",
+    }
+
+    async with httpx.AsyncClient(timeout=30, headers=headers) as client:
+        for mkt_id, mkt_name in [("STK", "KOSPI"), ("KSQ", "KOSDAQ")]:
+            try:
+                payload = {
+                    "bld": "dbms/MDC/STAT/standard/MDCSTAT01901",
+                    "locale": "ko_KR",
+                    "mktId": mkt_id,
+                    "share": "1",
+                    "csvxls_is498": "false",
+                }
+                resp = await client.post(
+                    "http://data.krx.co.kr/comm/bldAttend/getJsonData.cmd",
+                    data=payload,
+                )
+                if resp.status_code == 200:
+                    data = resp.json()
+                    items = data.get("OutBlock_1", [])
+                    for item in items:
+                        name = item.get("ISU_ABBRV", "").strip()
+                        code = item.get("ISU_SRT_CD", "").strip()
+                        if name and code and len(code) == 6:
+                            stock_map[name] = code
+                    logger.info("krx.loaded", market=mkt_name, count=len(items))
+                else:
+                    logger.warning("krx.http_error", market=mkt_name, status=resp.status_code)
+            except Exception as e:
+                logger.warning("krx.fetch_failed", market=mkt_name, error=str(e))
+
+    # KRX 실패 시 네이버 금융 폴백
+    if len(stock_map) < 100:
+        logger.info("krx.fallback_naver", reason="KRX returned too few stocks")
+        stock_map.update(await fetch_naver_stocks())
+
+    return stock_map
+
+
+async def fetch_naver_stocks() -> dict[str, str]:
+    """네이버 금융에서 종목 가져오기 (KRX 폴백)"""
+    stock_map = {}
+    headers = {"User-Agent": "Mozilla/5.0"}
+    import re
+
+    async with httpx.AsyncClient(timeout=15, headers=headers) as client:
+        for sosok in [0, 1]:  # 0=KOSPI, 1=KOSDAQ
+            for page in range(1, 45):
+                try:
+                    url = f"https://finance.naver.com/sise/sise_market_sum.naver?sosok={sosok}&page={page}"
+                    resp = await client.get(url)
+                    text = resp.content.decode("euc-kr", errors="ignore")
+                    rows = re.findall(
+                        r"main\.naver\?code=(\d{6})[^>]*>([^<]+)</a>", text
+                    )
+                    if not rows:
+                        break
+                    for code, name in rows:
+                        name = name.strip()
+                        if name and code:
+                            stock_map[name] = code
+                except Exception:
+                    break
+
+    logger.info("naver.loaded", count=len(stock_map))
+    return stock_map
+
+
+async def load_all_stocks() -> dict[str, str]:
+    """전체 종목 로딩 (KRX → 네이버 → 폴백)"""
+    try:
+        stock_map = await fetch_krx_stocks()
+        if len(stock_map) > 100:
+            stock_map.update(ALIASES)
+            logger.info("stocks.loaded", total=len(stock_map), source="KRX")
+            return stock_map
+    except Exception as e:
+        logger.warning("stocks.krx_failed", error=str(e))
+
+    try:
+        stock_map = await fetch_naver_stocks()
+        if len(stock_map) > 100:
+            stock_map.update({
+                "코스피": "KOSPI", "코스닥": "KOSDAQ",
+                "코스피200": "KOSPI200", "KRX": "KRX",
+            })
+            stock_map.update(ALIASES)
+            logger.info("stocks.loaded", total=len(stock_map), source="Naver")
+            return stock_map
+    except Exception as e:
+        logger.warning("stocks.naver_failed", error=str(e))
+
+    # 최종 폴백
+    fallback = {**FALLBACK_STOCKS, **ALIASES}
+    logger.warning("stocks.using_fallback", total=len(fallback))
+    return fallback
+
+
+async def auto_refresh_stocks(state_ref, interval_hours: int = 24):
+    """백그라운드에서 종목 목록 자동 갱신"""
+    while True:
+        await asyncio.sleep(interval_hours * 3600)
+        try:
+            new_map = await load_all_stocks()
+            if len(new_map) > 50:
+                state_ref.stock_map = new_map
+                logger.info("stocks.refreshed", total=len(new_map))
+        except Exception as e:
+            logger.warning("stocks.refresh_failed", error=str(e))