Intelijen Makro

Kekuatan struktural yang menggerakkan uang cerdas

Pahami mekanisme tersembunyi dari kekuatan, uang, dan informasi yang membentuk pasar.

Memuat sinyal 13F...

⚠️API gagal — snapshot 2026-04-26

Sektor arus masuk uang cerdas

▲ INFLOWTechnology (AI Cycle)

AI capex revival — MSFT/GOOG/META Q1 beats. XLK +5% 4W. NVDA data center demand accelerating.

🕐 2 bulan lalu▲ Mempercepat

▲ INFLOWBitcoin / Crypto

Spot ETF institutional inflows accelerating. BTC +43% 4W. Risk-on rotation into digital assets.

🕐 2 bulan lalu▲ Mempercepat

▲ INFLOWIndustrials (Reshoring)

US manufacturing reshoring + infrastructure spend. XLI +2.4% 4W. Tariff-driven domestic capex.

🕐 3 bulan lalu→ Mempertahankan

▲ INFLOWConsumer Discretionary

Trade war de-escalation hopes + retail sales +1.7% beat. XLY +1.4% 4W reversal.

🕐 2 bulan lalu→ Mempertahankan

▼ OUTFLOWHealthcare / Pharma

Drug pricing reform risk + Medicaid cut pressure. XLV -7.1% 4W. RFK Jr. regulatory overhang.

🕐 2 bulan lalu▲ Mempercepat

▼ OUTFLOWGold / Precious Metals

Safe haven unwinding as risk appetite returns (F&G 66). GLD -5.5% 4W profit-taking.

🕐 1 bulan lalu▲ Mempercepat

▼ OUTFLOWConsumer Staples

Defensive rotation reversal. XLP -3.8% 4W. Risk-on flows leaving safe havens.

🕐 2 bulan lalu→ Mempertahankan

▼ OUTFLOWEnergy (Crude Oil)

Demand slowdown fears + OPEC+ production uncertainty. XLE -3.5% 4W.

🕐 2 bulan lalu→ Mempertahankan

Konteks editorial berdasarkan pengajuan SEC 13F + riset pasar