Welcome back, Marc. Sector flow snapshot (Aug 25): financials and semis lead US inflows; HK tech flat on Shenzhen Connect; CN AI-computing still the rotating theme. What would you like to dig into?
Which SPDR sectors had the strongest inflow this week, and is the miniQMT path ready for the CN rotation watch?
Weekly SPDR inflows (Aug 18–24):
• XLF Financials — +$812M · 3-day streak
• SMH Semis — +$534M · 2-day streak
• XLK Tech — +$301M · 1-day
• XLE Energy — −$148M · 4-day out
Interpretation: rotation into rate-sensitive cyclicals, consistent with the 13F catch-up we discussed.
On CN: the 板块预警轮动 tool now runs at 17:40 daily via StockAPI (free tier, 1,000 calls/day). The miniQMT order path is intentionally not wired — Phase 1 is research-only. I can surface the rotation card here or to your Telegram.
• XLF Financials — +$812M · 3-day streak
• SMH Semis — +$534M · 2-day streak
• XLK Tech — +$301M · 1-day
• XLE Energy — −$148M · 4-day out
Interpretation: rotation into rate-sensitive cyclicals, consistent with the 13F catch-up we discussed.
On CN: the 板块预警轮动 tool now runs at 17:40 daily via StockAPI (free tier, 1,000 calls/day). The miniQMT order path is intentionally not wired — Phase 1 is research-only. I can surface the rotation card here or to your Telegram.
Data delayed 15 min · Sources: SPDR, SEC EDGAR, StockAPI, AKShare · Research only — not investment advice.