🔥 Market Heatmaps市场热力图

Two institutional treemaps in our theme. S&P 500 — every name grouped Sector → Subsector → stock, sized by market cap; hover a tile for our conviction read. Themes — narrative baskets grouped Theme → Subsector, coloured by each subsector's move; hover a subsector for its member tickers. Both shade by the move over the timeframe you pick.两张机构级树图，采用我们的主题配色。标普500 — 全部成份股按「板块 → 子行业 → 个股」分组，按市值定大小；悬停方块查看我们的研判。主题 — 叙事篮子按「主题 → 子板块」分组，按各子板块涨跌幅着色；悬停子板块查看其成员个股。两者均按所选周期的涨跌幅着色。

Green = up, red = down (inverted in 中文 to the Asian convention); the 1D view bins at ±1/2/3%, longer windows widen the bins so the map stays legible. S&P 500 tiles are sized by market cap and computed from adjusted closes; the hover card is our own conviction read (verdict, 0–100 score, drivers and cautions) — research context, never a buy signal. Themes tiles are subsectors sized by member count, coloured by the subsector move; hovering lists the member tickers with their own moves. Themes data: themes map.绿涨红跌（中文模式按亚洲习惯反转）；1天视图采用 ±1/2/3% 分档，更长周期会拓宽分档以保持可读性。标普500 方块按市值定大小、由复权收盘价计算；悬停卡片为我们自有的研判（结论、0–100 评分、驱动与风险）——仅作研究参考，绝非买入信号。主题方块为子板块，按成员数量定大小，按子板块涨跌幅着色；悬停可列出成员个股及其涨跌幅。主题数据来源：主题图。