US Sector Central Intelligence美股行业中枢情报 🇺🇸

Every US sector & theme, in one read每个美股行业与主题，一个研判

Every US sector & theme fused into one conviction read: where we are (cycle state) LEADS; the macro regime and the validated absolute-trend drawdown gate GATE it; momentum, heat & crowding CONFIRM and size — never override. Each card shows its reasoning trace; every dated call is logged and graded. Baskets, rotation, cycles & the heatmap all live here.将每个美股行业与主题融合为一个信念研判：当前位置（周期状态）主导； 宏观体制与经验证的绝对趋势回撤门控进行门控；动量、热度与拥挤度仅作确认与定仓，绝不反转。每张卡片展示其推理链；每个带日期的判断都会被记录并评分。

As of截至 …

New here? This page maps where each US sector & theme sits in its cycle on a 0–100 clock. Low = beaten-down / washed-out, high = stretched / late. Tap any line or card to read one sector’s story.第一次来？本页用 0–100 时钟展示每个美股行业与主题在其周期中的位置。低=超跌／超卖，高=拉伸／晚期。点按任意曲线或卡片即可查看某行业的走势故事。

🌀 Cycle map周期图谱 🧠 Conviction board信念研判 💸 Sector flow板块资金流 🔥 Market heat市场热度 🧭 Leadership领导轮动 🧺 Thematic Baskets & Rotation主题篮子与轮动 →
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Cycle map — every sector & theme on one clock周期图谱 — 各板块与主题同框

Real price (rebased / log) or a 0–100 cycle-position oscillator · auto-detected turns · tap a line to read its legs真实价格（再基准化／对数）或 0–100 周期位置振荡器 · 自动识别拐点 · 点击曲线查看区段

Sector rotation overlay板块轮动叠加

Low = washed-out · High = stretched低 = 超卖 · 高 = 拉伸
washed-out超卖 mid-cycle中段 stretched拉伸

Conviction board — one gated read per name信念研判 — 每个标的一个门控研判

One gated read per name — the cycle state leads, the macro regime gates it, momentum & heat confirm.每个标的一个门控研判——周期状态主导，宏观体制门控，动量与热度确认。

Where sector-ETF money is flowing板块 ETF 资金流向何处

Multi-day creation/redemption flow across the 11 sector SPDRs — read the rotation, not the daily noise覆盖 11 个板块 SPDR 的多日申购／赎回资金流 — 看轮动趋势，而非单日噪声
sector板块1D3D1W2W1M
XLF FinancialsFinancials+$1.2B+$770M+$1.4B+$2.3B+$1.9B
XLI IndustrialsIndustrials−$64M−$55M−$63M+$927M+$1.8B
XLV Health CareHealth Care+$249M+$324M−$49M+$682M+$709M
XLU UtilitiesUtilities+$74M−$67M+$57M+$374M+$616M
XLB MaterialsMaterials−$5M−$100M+$190M+$273M+$578M
XLRE Real EstateReal Estate+$5M+$34M+$108M+$331M+$508M
XLY Consumer DiscretionaryConsumer Discretionary+$39M+$256M+$461M+$506M+$267M
XLP Consumer StaplesConsumer Staples−$52M−$193M−$269M+$187M−$115M
XLE EnergyEnergy+$45M+$48M−$45M−$650M−$737M
XLC CommunicationsCommunications−$10M−$290M−$505M+$24M−$815M
XLK TechnologyTechnology−$106M+$151M+$135M−$356M−$835M
Net · 11 sector ETFs净额 · 11 个板块 ETF+$1.3B+$877M+$1.4B+$4.6B+$3.8B

As of 2026-07-16 · net creation/redemption flow (ΔShares × NAV) summed over each window · positive = money in. Windows cap at the 21 trading days collected so far (history builds from June 2026), so the wider windows can coincide until more accrues. Display-only.截至 2026-07-16 · 各时间窗内份额申购／赎回净额（份额变动 × 资产净值）求和 · 正值 = 资金流入。各窗口取目前已采集的 21 个交易日（历史自 2026 年 6 月起累积），故在数据充足前较宽的窗口可能重合。仅作展示。

Market heat — breadth & cap-weighted moves市场热度 — 宽度与市值加权涨跌

Coincident color (display context, capped in the read above) · Expand for the full 503-name treemap同步色（展示背景，已在上方研判中受限计入）· 展开查看全部503只树图