AlphaLens

题材动能

数据周 2026-05-29 · 17 themes · 197 tickers

题材 × 资金/关注度动能。横轴=关注度变化率(FOMO),纵轴=价格动能;气泡大小=市值,▲=动能加速。

accelerating· overlay theme
Y:
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ThemeKind1W1M3MAccelBreadthAttn ROCN
太空经济+14.0%+45.7%+65.8%+285.2%100%+153.1%6/7
企业软件与网络安全+11.0%+30.5%+40.8%+202.7%82%+162.9%17/17
加密货币与量子计算+8.8%+27.7%+30.0%+211.7%67%+87.0%12/12
AI计算与存储硬件+8.3%+26.3%+36.9%+167.7%82%+176.7%11/13
模拟与功率半导体周期复苏+4.2%+23.7%+42.5%+114.8%67%+70.0%15/15
半导体设备链+3.5%+15.9%+19.3%+113.3%100%+104.2%7/8
AI 基建+2.6%+12.1%+28.0%+33.4%74%+158.1%39/40
AI算力与半导体制造+1.7%+11.5%+38.3%-15.0%78%+157.1%10/10
CPO与InP激光器供应链+0.5%+10.4%+43.2%-48.4%50%+20.4%6/6
机器人/自动化+2.3%+9.0%+18.8%+32.7%74%+138.2%38/40
量子计算+1.1%+8.3%+21.7%+13.4%74%+141.1%38/40
稳定币/加密金融+1.2%+6.9%+18.1%+10.3%61%+138.8%38/40
减肥药 GLP-1+0.2%+6.9%+10.8%+39.3%55%+115.7%38/40
汽车与出行板块+2.7%+2.5%-2.5%+40.5%67%+106.1%9/9
国防军工板块-0.8%+0.3%-6.7%+30.3%67%+82.0%9/9
核电/SMR-1.3%+0.0%+1.3%-4.5%33%+69.3%40/40
北美大型银行与支付巨头-0.0%-0.2%+5.3%-23.5%71%+113.6%14/14