IGV | X Bull Signals | Global Insight

📌 X Insight Update[x_fin] (2026/02/05 10:37)

$GOOGL Gemini’s deep embedding in leading SaaS workflows signals a positive industry trend, driving usage and productivity. AI demand remains supply-constrained, pushing multi-year capex and in-house solutions. 1

📌 X Insight Update[x_fin] (2026/02/05 01:30)

资金轮动：资本再度流向防御性股票，$XLP (消费必需品) 连续两天拉涨 +1%，而 $XLK (科技) 杀跌 -1%。此情形在 2000 年互联网泡沫前曾出现。 1
$QQQ 从历史高点回撤 -5%，此为指数层面的健康回调。 2
Nasdaq 100 (即 $QQQ) 正在破位下行。 [3](https://x.

📌 X Insight Update[x_fin] (2026/02/04 03:03)

Uranium is poised for a breakout; failing to recognize this now means chasing later 引用[1].

📌 X Insight Update[x_fin] (2026/02/04 00:52)

AI financing remains ample, evidenced by Oracle’s $25bn debt sale. Despite this, a market bubble is anticipated to burst within 3-5 years, triggered by perceived safe debt running into trouble. 引用[1]

📌 X Insight Update[x_fin] (2026/01/26 08:32)

Anthropic’s Opus 4.5 showcases the power of autonomous coding agents 引用[1].
A continuous re-evaluation of U.S. risk is establishing itself as the market’s new baseline 引用[2].