Cross-industry narrative rotation

Which investment theme is spreading across industries?

News and sentiment NEW-026 Heatmap Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Highest item: Interest rates
27.6 %
Lowest item: Cost pressure
5.3 %
Average
17.5 %
Number of items
5 items

Main chart: share of stocks with theme penetration (%), by theme and industry

Share of stocks with theme penetration (%) (Heatmap)

Supporting chart: number of related stories and average sentiment

Number of related stories and average sentiment (Bar)

Detail: data rows, observation dates and missing-value status for cross-industry narrative rotation

Share of stocks with theme penetration (%) and Number of related stories and average sentiment (Table)

Sample data rows

Theme and industryShare of stocks with theme penetration (%)Number of related stories and average sentimentData date (sample)
Artificial intelligence 15.6 0.45 2026-10-16
Energy transition 25.4 0.23 2026-10-16
Interest rates 27.6 0.23 2026-10-16
Supply chain 13.7 0.3 2026-10-16
Cost pressure 5.3 0.37 2026-10-16