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 21, 2026
QuantMind 本周市场周报 - 2026年2月20日
最高法院6:3推翻IEEPA关税令，市场V型反转。SPY +1.37%，QQQ +1.74%终结纳指5周连跌。MU +6.79%（HBM需求火爆），AMZN +6.05%（关税利好）。GDP 1.4%不及预期+核心PCE 3.0%超预期，滞胀担忧加剧。NVDA 2/25财报是下周关键事件。
Feb 21, 2026
QuantMind Weekly Market Report - February 20, 2026
Supreme Court strikes down IEEPA tariffs 6-3, triggering V-shaped recovery. SPY +1.37%, QQQ +1.74% snaps 5-week losing streak. MU +6.79% on HBM demand, AMZN +6.05% on tariff relief. GDP 1.4% miss + Core PCE 3.0% raise stagflation concerns. NVDA earnings Feb 25 is the key event ahead.