宏观仪表盘 · 增长、通胀与流动性 · AllVista Markets

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Brief Trump Flow BWE Macro China Calendar X Feed Stocks

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宏观实时2026-11-01

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SPX-1.82%

7,580

NDX-2.86%

25,437

10Y-1.20%

4.93

OIL+2.08%

104.12

今日宏观分析Anthropic / Codex / Qwen

增长

NFP159.04M09-01

Unemp4.20%09-01

GDP3.40%07-01

IndProd104.009-01

Retail$745B09-01

通胀

CPI—

Core CPI2.79%09-01

PCE3.65%09-01

Core PCE3.12%09-01

PPI6.35%09-01

5y5y BE2.22%10-30

10y BE2.34%10-30

风险

VIX19.42+12.91%

DXY101.88-0.16%

P/C—

Eq P/C—

HY OAS3.26%10-29

IG OAS0.89%10-29

流动性

Fed Rate3.88%10-29

Fed Assets$6.7T10-28

M2$23.5T10-05

SOFR3.94%10-29

Rev Repo$4.4B10-30

10y−2y+38bp10-30

信用 / 货币

Debt/GDP121.19%04-01

Deficit-5.75%01-01

10y Real2.63%10-29

BTC77,842+0.53%

Gold3,899-3.29%

AI / 科技

Mag7—-1.55%

NVDA204.64-3.94%

MSFT521.91-1.35%

GOOGL279.84-0.83%

META614.99-1.68%

AMZN240.35-1.23%

AAPL344.63-1.09%

TSLA399.81-0.76%

SOX10,689-7.20%

BOTZ32.22-2.93%

Lab Prod120.004-01

因子收益Fama–French 五因子 + 动量 · 日频