Money is moving into Cyclicals & Resources and out of New Energy & Autos.资金正流入周期与资源，流出新能源与汽车。
⚑ Leadership steady — stay with the leaders.领涨格局稳定——持有领涨主题。 · 2 days in已持续 2 天When one theme tops out as a peer turns up off a low — and the pair confirms it. Context, not a buy list.一个主题冲顶回落、同类主题自低位转强，且两者比值确认时记录。仅供参考，不是买入清单。
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Each theme gets a 0–100 score, a trend label and an action read based on trend, breadth, impulse, macro support and crowding.每个主题按趋势、广度、脉冲、宏观支持与拥挤度给出 0–100 分、趋势标签和操作结论。
Shows whether leadership is broad or narrow, and which themes own the advance or the decline.显示上涨是广泛还是集中，以及哪些主题主导上涨或下跌。
Weekly movers ranked by 5-day return versus S&P 500, plus the change in 20-day relative-strength rank.按相对标普 500的 5 日回报排序，并显示 20 日相对强度排名变化。
Daily breadth across basket members: big movers and new 52-week highs or lows.篮子成分的日度广度：大涨大跌个股，以及 52 周新高/新低。
Every basket, sortable. Switch between plain return, return against the CSI 300, and how unusual the move is for that basket. Filter by category, or click one to see what is in it.所有篮子都在这里，可以排序。可以在原始涨跌、相对沪深300、以及这波对它自己来说算不算反常之间切换。可以按类别筛选，点开就能看成分股。
Every line starts at 0% so they can be compared directly. Use the legend to show or hide a basket.所有曲线都从 0% 起画，方便直接比较。用图例可以显示或隐藏某个篮子。
Monthly contrarian basket. Portfolio-level signal, not stock tips; high variance, small size. Forward results accrue as rebalances mature.按月逆向篮子。组合层面的信号，不是个股建议；波动高、仓位宜小。前瞻结果会随再平衡成熟后累积。
Historical numbers are an upper-bound estimate; the forward ledger is the real record.历史数字是上界估计；前瞻台账才是真实记录。