Tag

#SPY

May 17, 2026

QuantMind 本周市场周报 - 2026年5月15日

本周SPY +0.37%守住$739但IWM -2.57%崩塌，能源XLE +5.65%独领，半导体闪崩MU -8.62%/AMD -7.91%吞没上周AI内存涨幅。质量股FlightToQuality+利率敏感三杀+加密同步Risk-Off，典型晚周期分化tape。

May 10, 2026

QuantMind 本周市场周报 - 2026年5月8日

AI内存超级周——MU +33.22%、AMD +26.33%财报双双历史级超预期，QQQ +5.42%创年内最强单周；FOMC按兵不动但4票反对（1992年来最多），UAE退出OPEC+引爆能源XLE -5.16%崩盘。

May 3, 2026

QuantMind 本周市场周报 - 2026年5月1日

Mag7财报冰火两重天：GOOGL +11.48%（云业务+38% YoY）引爆，META -9.28%（Capex指引$1100-1200亿）暴跌；SPY +1.05%守稳$720，能源XLE +3.06%意外居首，下周5/7 FOMC定调降息节奏。

Apr 22, 2026

Growth Stock Weekly Market Read - April 17, 2026

Aggressive Risk-On: Strait of Hormuz reopens, oil crashes >10%. SPY +4.83% to $710 turns YTD positive. Tech XLK +8.45% leads with TSLA +14.44%, AMD +13.62% (20-year longest streak), MSFT +13.16%. BTC breaks 7-month downtrend to $77K.

Apr 22, 2026

QuantMind 本周市场周报 - 2026年4月17日

霍尔木兹海峡重开！油价暴跌10%+科技大爆发，SPY +4.83%破$710转正YTD。TSLA +14.44%、AMD +13.62%（20年最长13日连涨）、MSFT +13.16%（2015年以来最佳周）。银行财报全线超预期。BTC破$77K七月新高。

Apr 5, 2026

Growth Stock Weekly Market Read - April 3, 2026

Risk-On: Iran ceasefire hopes ignite V-shaped rally. SPY +2.46% snaps six-week losing streak. Tech XLK +3.60% leads, Energy XLE -6.15% collapses. META +7.10%, GOOGL +7.00% surge. NFP +178K blows past expectations.

Apr 5, 2026

QuantMind 本周市场周报 - 2026年4月3日

伊朗停火曙光引爆大反弹！科技XLK +3.60%领涨，能源XLE -6.15%暴跌，SPY +2.46%重返结束六连跌。META +7.10%、GOOGL +7.00%V形反弹。非农+178K超预期。

Mar 28, 2026

QuantMind Weekly Market Report - March 27, 2026

Triple storm! WTI nears $100 + China trade retaliation + UMich consumer sentiment collapses to 53.3. SPY -3.64% to $634, 6th consecutive down week at 5-month low. Energy XLE surges +8.07%. META -13.22%, MU -16.17% crash. Nasdaq 100 enters correction. Trump Liberation Day tariffs 4/2 is the biggest risk.

Mar 28, 2026

QuantMind 本周市场周报 - 2026年3月27日

三重风暴！WTI逼近$100+中国贸易报复+UMich消费信心崩塌至53.3。SPY -3.64%至$634六连跌创五月新低。能源XLE +8.07%年度最大单周涨幅。META -13.22%、MU -16.17%双重崩溃。纳指100进入修正区域。下周Trump"解放日"关税4/2是2026年最大风险。

Mar 22, 2026

QuantMind Weekly Market Report - March 20, 2026

FOMC hawkish shock! Inflation forecast raised to 2.7%, Powell refuses to rule out rate hikes. SPY -2.96% to $648, 5th straight down week at 4-month low. Only Energy XLE +2.68% positive. AMD +3.26% surges on Samsung HBM deal. MU blowout earnings but sell-the-news. SEC/CFTC classifies 16 tokens as digital commodities.

Mar 22, 2026

QuantMind 本周市场周报 - 2026年3月20日

FOMC鹰派震撼！通胀预测上调至2.7%，Powell不排除加息。SPY五连跌-2.96%至$648创四月新低，全线暴跌-3%仅能源XLE +2.68%独涨。AMD +3.26%逆袭，MU财报超级大超但买预期卖事实。SEC/CFTC认定16代币为数字商品。

Mar 14, 2026

QuantMind Weekly Market Report - March 13, 2026

U.S.-Iran conflict pushes oil past $100. MU surges +17% on HBM supercycle. BTC rallies +7.56% as digital gold war hedge. SPY posts 4th straight weekly loss at $662.29. FOMC (3/17-18) is next week's critical event.

Mar 7, 2026

QuantMind 本周市场周报 — 2026年3月6日

非农就业雪崩-9.2万，15%全球关税正式落地，油价突破90美元。AMZN +4.23%、MSFT +4.10%成为Quality Flight避风港。BTC逆势+3.58%脱钩美股。下周关注CPI和FOMC。

Mar 7, 2026

QuantMind Weekly Market Report — March 6, 2026

NFP collapsed -92K jobs, 15% global tariffs took effect, oil surged past $90. Only mega-cap tech (AMZN +4.23%, MSFT +4.10%) served as safe havens in a Quality Flight pattern. SPY -0.93%, IWM -2.68%, VIX surged to 28. Crypto decoupled with BTC +3.58%. CPI 3/11 and FOMC 3/17-18 loom large.

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.

Feb 15, 2026

QuantMind Weekly Market Report - February 13, 2026

Week in Focus: AAPL crashes -7.96% on Siri AI delays, XLU Utilities surge +7.22%, Financials tank -4.49%, CPI cools to 2.4%. All four major indices declined as defensive rotation reaches extreme levels.

Feb 15, 2026

QuantMind 本周市场周报 - 2026年2月13日

本周焦点：AAPL暴跌-7.96%（Siri延迟+FTC施压），XLU公用事业狂飙+7.22%，金融XLF -4.49%，CPI超预期降温至2.4%。四大指数全线下跌，防御性轮动升级至极端水平。