A-Share Market Recap | 2026-08-18 Tuesday
Sentiment temperature: a divergent warm-up, but the tech side is ice cold. The SSE Composite +0.19%, the ChiNext Index −0.93%; market-wide 2,121 gainers versus 3,292 decliners, 79 limit-ups (106 yeste…
Starr Quant Lab · Desk Research
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Sentiment temperature: a divergent warm-up, but the tech side is ice cold. The SSE Composite +0.19%, the ChiNext Index −0.93%; market-wide 2,121 gainers versus 3,292 decliners, 79 limit-ups (106 yeste…
The strongest catalyst comes from the overnight US session: while all three major indices closed lower (S&P −0.52%, Nasdaq −0.32%, Dow −0.51%), the Philadelphia Semiconductor Index bucked the trend at…
Sentiment euphoric: 106 limit-ups against 1 limit-down, 4,335 advancers against 1,064 decliners, and not one of the 100 industry sectors fell; yet today's strongest main line was memory/semiconductors…
After tracing every one of this weekend's filings back to its "first disclosure date," the conclusion is: all the eye-catching numbers inside the AI narrative are old news — either pre-announced in ea…
Sentiment temperature: shrinking volume, changing direction. The index barely moved (SSE Composite 3927.18 +0.01%), but a clean capital migration happened inside it: the optical-communications / optic…
Sentiment temperature: gap up, then ebb. All three major indices gapped up (ChiNext Index opened +1.52%) then fell all day and all closed lower: SSE Composite 3926.96 −0.50%, SZSE Component 14289.44 −…
The strongest catalyst is Lumentum's overnight earnings, not the indices. The three major US indices were close to flat overnight (Dow −0.04%, S&P +0.26%, Nasdaq +0.54%), but the Philadelphia Semicond…
Sentiment recovered, leaning euphoric (92 limit-ups, 0 limit-downs, failed-seal rate 11.5%, market activity 74.12%); the strongest main line is optical communications / CPO / optical fiber — telecom e…
Sentiment: the cooling continues, but this is not a freeze — the number of first limit-ups was halved (87→42) while the consecutive-limit-up ladder actually thickened (12→16 names) and the highest boa…
The strongest catalyst is 甘李药业 Gan & Lee (603087)'s licensing of bofanglutide across 39 European countries — a non-refundable upfront payment of EUR 62 million (≈ RMB 485 million on a revenue basis, a…
Today was a day of "right branch, wrong vehicle" — sentiment clearly warmed while the structure was extremely torn. The SSE Composite was +0.67% at 3966.59, 4,068 stocks market-wide advanced (73.4%), …
The only primary-verified catalyst over the weekend that "changed a constraint" is judicial, not policy. On 2026-08-07 US time, the US District Court for the District of Columbia granted 药明康德 (WuXi Ap…
Sentiment temperature: warming, leaning euphoric, but with a broken height ladder. All three major indices opened lower and closed higher across the board (SSE Composite +1.02%, SZSE Component +1.42%,…
The strongest catalyst is the only S-grade item that falls inside today's window: Goldman Sachs sharply raised its AI-server PCB and CCL forecasts (08-06 20:45) — the 2027 global AI-server PCB market …
Sentiment temperature: warming, but a "structural warming" — the money-making effect improved while the indices did not follow. The failed-limit-up rate fell from yesterday's 29.5% to 20.2% (limit-ups…
The strongest catalyst is a hard data point, not a statement: US July ADP "little non-farm" payrolls added just 44,000 jobs (vs 70,000 expected, prior revised down to 95,000, a 6-month low), released …
Today's sentiment temperature: a sharp turn from freezing point back to warming; the whole session was a textbook deep V. All four major indices gapped down together at the open (SSE Composite −0.19%,…
The strongest catalyst is the independent repricing of overnight optical-communications stocks — not the vague Nasdaq +2.59% number, but Fabrinet +16.47%, Coherent +12.35%, Lumentum +8.92% (five-day +…
Today's sentiment temperature: euphoric (139 limit-ups, 0 limit-downs, broken-board rate of only 9.2%, 848 stocks up more than 5%); the strongest main theme is 【AI compute hardware】 — optical modules/…
The strongest catalyst is the only S-grade item: the 15th Five-Year Plan for Building the New Power System (NDRC Energy [2026] No. 942), first reported by Cailian Press at 16:47 on August 3 and carrie…
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