择时雷达六面图：本周基本面改善，拥挤度下降

• The "Timing Radar Six-Dimensional Chart" is a multi-dimensional timing framework that evaluates the equity market using 21 indicators categorized into four dimensions: "Valuation Cost-Effectiveness," "Macroeconomic Fundamentals," "Funds & Trends," and "Crowdedness & Reversal" These dimensions generate a composite timing score ranging from [-1,1][1][6][8] - The "Liquidity" dimension includes factors such as "Monetary Direction" and "Credit Direction," which signal a slightly bullish outlook this week with a score of 0.50[8][11][17] - The "Economic" dimension uses factors like "Growth Direction" and "Inflation Direction" to assess macroeconomic conditions This week, the score is neutral at 0.00, with "Growth Direction" signaling bullish and "Inflation Direction" signaling bearish[8][22][27] - The "Valuation" dimension evaluates equity cost-effectiveness using indicators like "Shiller ERP," "PB," and "AIAE" This week, the score is -0.49, indicating a slightly bearish outlook[8][30][35][37] - The "Funds" dimension analyzes capital flows through indicators such as "Margin Financing Increment" and "China Sovereign CDS Spread" This week, the score is neutral at 0.00, with domestic capital showing bullish signals and foreign capital showing bearish signals[8][39][46][48] - The "Technical" dimension captures market trends and reversals using indicators like "Price Trend" and "New Highs and Lows" This week, the score is neutral at 0.00, with "Price Trend" signaling bullish and "New Highs and Lows" signaling bearish[8][51][53] - The "Crowdedness" dimension measures market sentiment using derivative signals like "Option Implied Premium," "VIX," and "SKEW," as well as "Convertible Bond Pricing Deviation" This week, the score is 0.50, indicating a slightly bullish sentiment[8][57][63][67]