LLY | X Bull Signals | Global Insight

📌 X Insight Update[x_fin] (2026/02/05 19:30)

FinTwit sentiment shows extreme polarization, swinging between “mega crash” and “perma bull” narratives. A “weird environment” reigns. 1
Portfolio took one of the worst hits in years, yet no clear headline explained the broad sell-off.

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.