Macro Market Intelligence Briefing: Central Bank Super-Week, AI Earnings, and CXMT IPO Shock
长鑫科技首日暴涨465.82%创A股纪录，超级央行周与AI财报主导宏观叙事，通胀风险制度化。市场情绪Fear，资本流中性，短期关注RWA与DeFi结构性机会。
长鑫科技首日暴涨465.82%创A股纪录，超级央行周与AI财报主导宏观叙事，通胀风险制度化。市场情绪Fear，资本流中性，短期关注RWA与DeFi结构性机会。
Goldman Sachs' rotation from semis to cloud, Spain's MiCA hard deadline, and Polymarket's revenue surge frame a macro environment of extreme fear (Greed Index 13) with neutral stablecoin flows. Institutional capital is repositioning toward defensives and regulatory-compliant infrastructure.