Flowvium
宏观情报

驱动聪明资金的结构性力量

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。

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⚠️API连接失败 — 显示2026-04-26快照数据

聪明钱流入板块

▲ INFLOWTechnology (AI Cycle)

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

🕐 2月前开始▲ 加速中
↑ NVDA↑ MSFT↑ META
▲ INFLOWBitcoin / Crypto

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

🕐 2月前开始▲ 加速中
↑ BITO↑ MSTR↑ COIN
▲ INFLOWIndustrials (Reshoring)

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

🕐 3月前开始→ 维持中
↑ GE↑ CAT↑ HON
▲ INFLOWConsumer Discretionary

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

🕐 2月前开始→ 维持中
↑ AMZN↑ TSLA

聪明钱流出板块

▼ OUTFLOWHealthcare / Pharma

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

🕐 2月前开始▲ 加速中
↓ UNH↓ CVS↓ MRNA
▼ OUTFLOWGold / Precious Metals

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

🕐 1月前开始▲ 加速中
↓ GLD↓ NEM↓ GOLD
▼ OUTFLOWConsumer Staples

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

🕐 2月前开始→ 维持中
↓ PG↓ KO↓ WMT
▼ OUTFLOWEnergy (Crude Oil)

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

🕐 2月前开始→ 维持中
↓ XOM↓ CVX↓ SLB

基于SEC 13F文件+市场研究的编辑背景