GIFfluence: A Visual Approach to Investor Sentiment and the Stock Market

Fuente: arXiv
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Main Authors: Gu, Ming, Hirshleifer, David, Teoh, Siew Hong, Wu, Shijia
Format: Preprint
Published: 2025
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author Gu, Ming
Hirshleifer, David
Teoh, Siew Hong
Wu, Shijia
author_facet Gu, Ming
Hirshleifer, David
Teoh, Siew Hong
Wu, Shijia
contents We study dynamic visual representations as a proxy for investor sentiment about the stock market. Our sentiment index, GIFsentiment, is constructed from millions of posts in the Graphics Interchange Format (GIF) on a leading investment social media platform. GIFsentiment correlates with seasonal mood variations and the severity of COVID lockdowns. It is positively associated with contemporaneous market returns and negatively predicts returns for up to four weeks, even after controlling for other sentiment and attention measures. These effects are stronger among portfolios that are more susceptible to mispricing. GIFsentiment positively predicts trading volume, market volatility, and flows toward equity funds and away from debt funds. Our evidence suggests that GIFsentiment is a proxy for misperceptions that are later corrected.
format Preprint
id arxiv_https___arxiv_org_abs_2512_20027
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle GIFfluence: A Visual Approach to Investor Sentiment and the Stock Market
Gu, Ming
Hirshleifer, David
Teoh, Siew Hong
Wu, Shijia
Pricing of Securities
We study dynamic visual representations as a proxy for investor sentiment about the stock market. Our sentiment index, GIFsentiment, is constructed from millions of posts in the Graphics Interchange Format (GIF) on a leading investment social media platform. GIFsentiment correlates with seasonal mood variations and the severity of COVID lockdowns. It is positively associated with contemporaneous market returns and negatively predicts returns for up to four weeks, even after controlling for other sentiment and attention measures. These effects are stronger among portfolios that are more susceptible to mispricing. GIFsentiment positively predicts trading volume, market volatility, and flows toward equity funds and away from debt funds. Our evidence suggests that GIFsentiment is a proxy for misperceptions that are later corrected.
title GIFfluence: A Visual Approach to Investor Sentiment and the Stock Market
topic Pricing of Securities
url https://arxiv.org/abs/2512.20027