在新闻出现之前，了解塑造市场的权力、资金和信息的隐藏机制。
0 = 极度恐惧, 100 = 极度贪婪
Trade war de-escalation + Mag7 earnings beats. VIX at 18. Risk-on return.
KOSPI recovery from lows. Samsung HBM cycle bottoming. Won stabilizing.
Nikkei recovery. BOJ steady at 0.5%. Weak yen supporting exporters.
Stimulus package expectations. AI subsidy + domestic consumption push.
Trade deal progress reducing tariff risk. Euro defense spending boost.
BOE rate cut expectations firming. FTSE 100 near highs driven by miners/oil.
Nifty near ATH. Domestic consumption + FII inflows accelerating.
Commodity exports steady. Fiscal concerns capping upside. Real under pressure.
TSMC strong guidance + AI chip demand surge. Geopolitical premium easing.
ASX near highs. RBA cut expectations. Iron ore demand steady from China.
按板块和资产类别的市场情绪指数
Mag7 earnings beats + AI capex revival. Tariff de-escalation rally. SPY +0.3% 4W.
BTC +43% 4W surge. Spot ETF institutional inflows. Risk-on momentum.
Safe haven unwinding. GLD -5.5% 4W profit-taking. Risk appetite return.
TLT +1.7% 4W. Rate cut expectations building into FOMC Apr 30.
XLRE -0.5% 4W. Rate cut hopes offsetting vacancy concerns.
USO +2.1% 4W but demand slowdown fears persist. OPEC+ output key risk.
NVDA data center demand. TSMC strong guidance. AI inference cycle accelerating.
NATO 5% GDP target. Geopolitical premium holding. LMT/RTX/NOC steady.
QQQ +1.9% 4W. MSFT/GOOG/META Azure/Cloud beats. Capex concerns resolved.
XLB -3.9% 4W. China demand mixed. Materials facing margin pressure.
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