🌍 International thematic baskets国际主题篮子

as of截至

Equal-weight international theme baskets across Japan, the UK, Europe, India, Korea, Taiwan and Australia. Use them to see which ex-US themes are leading or fading versus the Intl ex-US composite.覆盖日本、英国、欧洲、印度、韩国、台湾与澳大利亚的等权国际主题篮子。用于观察哪些非美主题相对国际(除美)基准走强或走弱。

What to act on now现在该做什么 buy now · wait for a pullback · reduce / avoid立即买入 · 等待回调 · 减仓回避 stock board →个股面板 →

Shortlist by action: buyable now, wait for a better entry, or reduce / avoid. Click a theme for its stocks.按操作分组:当前可买、等待更好入场点、或减仓/回避。点击主题查看个股。

🧭 Theme Rotation Desk主题轮动台 scored · labeled · actionable评分 · 标注 · 可执行

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。

🛑 Market concentration & theme leadership市场集中度与主题领导力 who owns the advance vs the decline谁主导上涨 vs 谁在下跌

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。

📆 5-Day Theme Rotation5日主题轮动 weekly climbers & fallers本周上升与下降

Weekly movers ranked by 5-day return versus Intl ex-US, plus the change in 20-day relative-strength rank.按相对国际(除美)的 5 日回报排序,并显示 20 日相对强度排名变化。

Impulse & Extremes脉冲与极值 across the thematic universe覆盖全部主题成分

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。

01Performance table表现一览

Sortable snapshot of every basket. Toggle between raw return, return versus Intl ex-US, and each basket's own z-score. Click a basket to see members.全部篮子的可排序概览。可切换原始回报、相对国际(除美)回报和自身 z 分数。点击篮子查看成分。

02Performance走势对比

Lines are rebased to 0% at the start of the window. Toggle baskets from the legend; "All" covers the available cache history.曲线在所选窗口起点重设为 0%。可从图例切换篮子;“全部”显示可用缓存历史。

03Baskets by category按类别分组

Horizon时间跨度