diff --git a/frontend/src/components/RpsRotationDialog.tsx b/frontend/src/components/RpsRotationDialog.tsx
index 31404a69..f234ee0f 100644
--- a/frontend/src/components/RpsRotationDialog.tsx
+++ b/frontend/src/components/RpsRotationDialog.tsx
@@ -357,7 +357,7 @@ export function RpsRotationDialog({ onClose, kind = 'concept' }: Props) {
               </div>
             ) : rowCount === 0 ? (
               <div className="flex items-center justify-center py-16 text-[11px] text-muted">
-                暂无{dimLabel}数据,请先在「{kind === 'industry' ? '行业分析' : '概念分析'}」页配置并获取{dimLabel}数据源
+                暂无{dimLabel}数据,请先在「{kind === 'industry' ? '行业板块' : '概念板块'}」页配置并获取{dimLabel}数据源
               </div>
             ) : (
               <div
diff --git a/frontend/src/components/SectorRotationCard.tsx b/frontend/src/components/SectorRotationCard.tsx
index 8e605b65..f663aa14 100644
--- a/frontend/src/components/SectorRotationCard.tsx
+++ b/frontend/src/components/SectorRotationCard.tsx
@@ -42,7 +42,7 @@ const SOURCE_LABELS: Record<Exclude<SectorSource, 'custom'>, string> = {
 }
 function parseSectorSource(raw: string | null): SectorSource {
   if (raw === 'custom' || raw === 'score' || raw === 'pct' || raw === 'rank_change' || raw === 'momentum' || raw === 'flow') return raw
-  return 'score' // 未设置过 / 旧默认值 'auto' → 默认综合分 (显式选择过的值已持久化, 不受影响)
+  return 'momentum' // 未设置过 / 旧默认值 → 默认强弱切换 (显式选择过的值已持久化, 不受影响)
 }
 // 扩展表 schema 的类型名可能是配置里的简写 (float/int), 也可能是 Parquet 的
 // 真实类型 (DOUBLE/BIGINT/DECIMAL(18,4))。两种口径都要认, 否则会漏掉整数列。
diff --git a/frontend/src/components/data/EnrichedRebuildPanel.tsx b/frontend/src/components/data/EnrichedRebuildPanel.tsx
index cb61cbf2..47b81bc5 100644
--- a/frontend/src/components/data/EnrichedRebuildPanel.tsx
+++ b/frontend/src/components/data/EnrichedRebuildPanel.tsx
@@ -115,7 +115,7 @@ export function EnrichedRebuildPanel({
           }`}>
             {canRebuild
               ? `已检测到 ${historicalShareRows.toLocaleString()} 条历史股本记录。重算会按公告可用日匹配历史流通股本，并覆盖全部 Enriched 分区。`
-              : '未检测到历史股本数据，请先在财务分析页面同步“股本表”，再执行重算。'}
+              : '未检测到历史股本数据，请先在财务概况页面同步“股本表”，再执行重算。'}
           </div>
         )}
         <div className="text-[10px] text-muted mb-2">
diff --git a/frontend/src/custom/assistant/AssistantLauncher.tsx b/frontend/src/custom/assistant/AssistantLauncher.tsx
index 009878ff..97b2784e 100644
--- a/frontend/src/custom/assistant/AssistantLauncher.tsx
+++ b/frontend/src/custom/assistant/AssistantLauncher.tsx
@@ -25,9 +25,9 @@ const PAGE_LABELS: Record<string, string> = {
   '/backtest': '回测',
   '/stock-analysis': '个股分析',
   '/limit-ladder': '连板梯队',
-  '/concept-analysis': '概念分析',
-  '/industry-analysis': '行业分析',
-  '/financials': '财务分析',
+  '/concept-analysis': '概念板块',
+  '/industry-analysis': '行业板块',
+  '/financials': '财务概况',
   '/monitor': '监控中心',
   '/regime': '市场环境',
   '/abnormal': '异动监控',
diff --git a/frontend/src/custom/concept-analysis/extension.tsx b/frontend/src/custom/concept-analysis/extension.tsx
index f41dfb3c..b9814eac 100644
--- a/frontend/src/custom/concept-analysis/extension.tsx
+++ b/frontend/src/custom/concept-analysis/extension.tsx
@@ -349,7 +349,7 @@ export function ConceptAnalysis() {
       <>
         <div className="flex h-full flex-col">
           <PageHeader
-            title="概念分析"
+            title="概念板块"
             right={
               <button onClick={() => setShowConfig(true)} className="p-1.5 text-muted hover:bg-surface hover:text-accent" title="配置数据源">
                 <Settings2 className="h-4 w-4" />
@@ -358,7 +358,7 @@ export function ConceptAnalysis() {
           />
           <PresetFetchState
             title="暂无概念数据"
-            hint="从同花顺获取概念分类数据后即可使用概念分析"
+            hint="从同花顺获取概念分类数据后即可使用概念板块"
             isLoading={fetchMutation.isPending}
             error={fetchMutation.error}
             onFetch={() => fetchMutation.mutate()}
@@ -374,7 +374,7 @@ export function ConceptAnalysis() {
   return (
     <>
       <PageHeader
-        title="概念分析"
+        title="概念板块"
         subtitle={`${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个概念 · ${totalSymbols} 只标的`}
         right={
           <div className="flex items-center gap-1">
@@ -845,7 +845,7 @@ const extension: FrontendExtension = {
     { id: 'concept-analysis', path: '/concept-analysis', component: ConceptAnalysis },
   ],
   navigation: [
-    { id: 'concept-analysis', routeId: 'concept-analysis', label: '概念分析', icon: IconConcept },
+    { id: 'concept-analysis', routeId: 'concept-analysis', label: '概念板块', icon: IconConcept },
   ],
 }
 
diff --git a/frontend/src/custom/financials/extension.tsx b/frontend/src/custom/financials/extension.tsx
index 82cccf84..89b689bd 100644
--- a/frontend/src/custom/financials/extension.tsx
+++ b/frontend/src/custom/financials/extension.tsx
@@ -70,7 +70,7 @@ export function Financials() {
   if (!hasFinancial) {
     return (
       <>
-        <PageHeader title="财务分析" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / 股本 / AI分析" />
+        <PageHeader title="财务概况" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / 股本 / AI分析" />
         <div className="px-8 py-10">
           <div className="mx-auto max-w-md rounded-card border border-warning/30 bg-warning/[0.04] p-8 text-center">
             <div className="mx-auto flex h-12 w-12 items-center justify-center rounded-full bg-warning/10">
@@ -172,7 +172,7 @@ export function Financials() {
   return (
     <>
       <PageHeader
-        title="财务分析"
+        title="财务概况"
         subtitle="利润表 / 资负表 / 现金流 / 关键指标 / 股本 / AI分析"
         right={
           <div className="flex items-center gap-2">
@@ -354,7 +354,7 @@ const extension: FrontendExtension = {
     { id: 'financials', path: '/financials', component: Financials },
   ],
   navigation: [
-    { id: 'financials', routeId: 'financials', label: '财务分析', icon: IconFinancials },
+    { id: 'financials', routeId: 'financials', label: '财务概况', icon: IconFinancials },
   ],
 }
 
diff --git a/frontend/src/custom/industry-analysis/extension.tsx b/frontend/src/custom/industry-analysis/extension.tsx
index b599454d..baa14e14 100644
--- a/frontend/src/custom/industry-analysis/extension.tsx
+++ b/frontend/src/custom/industry-analysis/extension.tsx
@@ -400,7 +400,7 @@ export function IndustryAnalysis() {
       <>
         <div className="flex h-full flex-col">
           <PageHeader
-            title="行业分析"
+            title="行业板块"
             right={
               <button onClick={() => setShowConfig(true)} className="p-1.5 text-muted hover:bg-surface hover:text-accent" title="配置数据源">
                 <Settings2 className="h-4 w-4" />
@@ -409,7 +409,7 @@ export function IndustryAnalysis() {
           />
           <PresetFetchState
             title="暂无行业数据"
-            hint="从同花顺获取行业分类数据后即可使用行业分析"
+            hint="从同花顺获取行业分类数据后即可使用行业板块"
             isLoading={fetchMutation.isPending}
             error={fetchMutation.error}
             onFetch={() => fetchMutation.mutate()}
@@ -427,7 +427,7 @@ export function IndustryAnalysis() {
   return (
     <>
       <PageHeader
-        title="行业分析"
+        title="行业板块"
         subtitle={`${industryLevelLabel} · ${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个行业 · ${totalSymbols} 只标的`}
         right={
           <div className="flex items-center gap-1">
@@ -914,7 +914,7 @@ const extension: FrontendExtension = {
     { id: 'industry-analysis', path: '/industry-analysis', component: IndustryAnalysis },
   ],
   navigation: [
-    { id: 'industry-analysis', routeId: 'industry-analysis', label: '行业分析', icon: IconIndustry },
+    { id: 'industry-analysis', routeId: 'industry-analysis', label: '行业板块', icon: IconIndustry },
   ],
 }
 
diff --git a/frontend/src/pages/Branding.tsx b/frontend/src/pages/Branding.tsx
index ca8f12f2..3ac8d5d1 100644
--- a/frontend/src/pages/Branding.tsx
+++ b/frontend/src/pages/Branding.tsx
@@ -77,7 +77,7 @@ const MOCK_NAV = [
   { icon: History, label: '回测' },
   { icon: SignalIcon, label: '信号' },
   { icon: Eye, label: '监控' },
-  { icon: FileText, label: '财务分析' },
+  { icon: FileText, label: '财务概况' },
 ]
 
 export function Branding() {
diff --git a/frontend/src/pages/Onboarding.tsx b/frontend/src/pages/Onboarding.tsx
index 8a5f8c97..dd1a3a8f 100644
--- a/frontend/src/pages/Onboarding.tsx
+++ b/frontend/src/pages/Onboarding.tsx
@@ -41,7 +41,7 @@ const HIGHLIGHTS = [
   { icon: TrendingUp,  title: '个股分析',   desc: 'AI 四维分析个股,关键价位、技术形态一目了然', tint: 'text-warning' },
   { icon: Flame,       title: '连板梯队',   desc: '涨停梯队、封板强度、炸板监控,情绪温度计', tint: 'text-warning' },
   { icon: Landmark,    title: '概念行业',   desc: '概念板块、行业维度的资金流向与热度排名', tint: 'text-accent' },
-  { icon: FileText,    title: '财务分析',   desc: 'AI 解读财报,利润、资负、现金流、核心指标', tint: 'text-bear' },
+  { icon: FileText,    title: '财务概况',   desc: 'AI 解读财报,利润、资负、现金流、核心指标', tint: 'text-bear' },
   { icon: ShieldCheck, title: '回测验证',   desc: '策略历史回测、因子分析,用数据验证逻辑', tint: 'text-accent' },
   { icon: Radar,       title: '实时监控',   desc: '自定义条件 / 策略监控,盘中触发即推送告警', tint: 'text-bear' },
   { icon: BellRing,    title: '本地优先',   desc: '数据本地存储,隐私可控,断网仍可查阅', tint: 'text-bull' },
diff --git a/frontend/src/pages/settings/MenuSettings.tsx b/frontend/src/pages/settings/MenuSettings.tsx
index 11e281cf..cfe7db8b 100644
--- a/frontend/src/pages/settings/MenuSettings.tsx
+++ b/frontend/src/pages/settings/MenuSettings.tsx
@@ -67,7 +67,7 @@ const ARCH_CLASS: Record<string, { kind: ArchKind; reason: string }> = {
   '/limit-ladder':   { kind: 'ext', reason: '连板梯队视图 — 消费核心数据, 可由扩展页面替换' },
   '/concept-analysis': { kind: 'ext', reason: '概念分析视图 — 消费核心数据, 可由扩展页面替换' },
   '/industry-analysis': { kind: 'ext', reason: '行业分析视图 — 消费核心数据, 可由扩展页面替换' },
-  '/financials':     { kind: 'ext', reason: '财务分析视图 — 消费核心数据, 可由扩展页面替换' },
+  '/financials':     { kind: 'ext', reason: '财务概况视图 — 消费核心数据, 可由扩展页面替换' },
   '/monitor':        { kind: 'ext', reason: '监控消费页 (规则引擎与推送管道属核心), 页面可替换' },
   '/abnormal':       { kind: 'ext', reason: '异动监控视图 — 消费核心数据, 可由扩展页面替换' },
   '/lots':           { kind: 'ext', reason: '持仓提醒视图 — 消费核心数据, 可由扩展页面替换' },
diff --git a/screenshots/概念分析.png b/screenshots/概念分析.png
index 1b526a8a..ab12ca16 100644
Binary files a/screenshots/概念分析.png and b/screenshots/概念分析.png differ