Macro Market Intelligence Briefing: Memory Sector Rout & Global Risk Aversion

The memory sector rout and Asia-Pacific equity collapse signal a structural liquidity contraction, with fear gripping markets and capital flows neutral. Institutional positioning favors cash and gold, while crypto faces a high-stakes Fed decision.

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。