Tag

#risk-off

Mar 2, 2026

QuantMind 本周市场周报 — 2026年2月27日

英伟达(NVDA)大幅超预期却暴跌7.42%,“卖出新闻”来袭。新15%全球关税+PCE 2.7%,美联储无降息空间。防御板块(XLU +2.71%、XLP +2.66%)领涨,科技金融遭抛售。Risk-Off机制三重确认。3月4日关税执行日是下周最大风险。含完整板块数据、个股分析、加密、全球市场与操作建议。

Mar 2, 2026

QuantMind Weekly Market Report — February 27, 2026

NVDA beat estimates by $2B and dropped -7.42%. New 15% global tariffs hit. PCE at 2.7%. Risk-Off rotation confirmed with defensives (XLU +2.71%, XLP +2.66%) dominating while tech and financials sold off. Full analysis, sector leaderboard, crypto, global markets, and March 4 tariff execution preview.