🌀 Subsector Rotation子行业轮动

A broad-universe theme → subsector map (268 subsectors across 40 themes), read for rotation: a relative-rotation map of strength vs. trend, a velocity/acceleration screen for themes heating up early, and the subsectors leaders are rotating into and out of. It measures the velocity of relative strength — not nominal return. A breadth/rotation lens, not a buy list, and separate from our own equal-weight thematic baskets.全市场「主题 → 子行业」图谱(40 个主题、268 个子行业)的轮动解读:相对轮动图(强度 vs 趋势)、捕捉早期升温主题的速度/加速度筛选,以及资金正在轮入/轮出的子行业。它衡量的是相对强度的变化速度,而非名义涨跌幅。这是广度/轮动视角,并非买入清单,且独立于我们自有的等权主题篮子。

Rotation Events轮动事件

First-class leadership handoffs (Rotation Command W1): a blowoff-crash on one sector leg + a fresh-low turn on a peer leg + the pair ratio confirming. Born from the 2026-06-25 semis→Mag-7 miss. Display-tier context with receipts — ledgered, expected-NULL, never a buy list.一等公民的领导权交接事件(Rotation Command W1):某板块分支冲顶崩落 + 同板块另一分支自新低回升 + 两者比值确认。源自2026-06-25存储→七巨头轮动的漏报复盘。展示层上下文(含依据)——已入账、预期无效应声明,绝非买入清单。

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Built生成于

Rotation Time Machine轮动时光机

Replay the full measured history of sector & subsector relative rotation. Each dot is a sector or subsector; horizontal axis = relative strength (right = stronger vs peers), vertical = whether that strength is heating up or cooling (up = gaining momentum). Short trails show the last 6 dates so each path stays readable. Episode annotations mark measured rotation events from the catalog. No predictive claim — this replays measured history.回放板块与子行业相对轮动的完整实测历史。每个点代表一个板块或子行业;横轴 = 相对强度(越靠右越强),纵轴 = 该强度是在升温还是降温(越靠上越热)。短轨迹显示近6个交易日,令每条路径清晰可辨。情节注释标记了来自数据库的实际轮动事件。无预测性主张——仅回放实测历史。

Famous episodes 经典轮动片段
← → step← → 逐日
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Active episodes当前活跃情节

🎯 Rotation Turn Desk轮动入场台

When A15 fires (washout + ≥2 opposite-complex sectors rotating out), the armed window opens for up to 10 sessions. This desk shows today's armed sectors and which member stocks from those sectors currently have a T1–T3 cascade signal. DISPLAY-ONLY — feeds no score, gate, or ordering surface.当A15触发(洗盘 + ≥2个对立复合板块轮出),入场窗口开启,持续最多10个交易日。此台显示当前处于入场窗口的板块,以及这些板块中当前有T1–T3级联信号的成员股票。仅供展示——不驱动任何评分、门控或排序。

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📡 TAPE-ONSET (unconfirmed)TAPE-ONSET(未确认)

Raw acceleration spike detected (accel_z ≥ 1.0, unsmoothed) with short-term velocity above long-term velocity and no active confirmed rotation episode — the earliest possible detection signal, with its measured noise rate printed beside each flag. DISPLAY-ONLY — unconfirmed qualifier always shown; feeds no score, gate, or ordering surface. Registration: research/ORACLE_TAPE_ONSET_TIER_REGISTRATION.md.检测到原始加速度峰值(accel_z ≥ 1.0,未平滑),短期速度高于长期速度且无活跃已确认轮动情节——这是最早期的探测信号,旁边显示其实测噪声率。仅供展示——始终显示"未确认"限定词;不驱动任何评分、门控或排序。登记:research/ORACLE_TAPE_ONSET_TIER_REGISTRATION.md。

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