A-Share Market Recap | 2026-08-03 Monday
Today's sentiment temperature: a structural warm-up, but the indices are ice cold — this was a split session where "the index fell yet the money-making effect was not bad." The SSE Composite closed −0…
Starr Quant Lab · Desk Research
71 reports
Today's sentiment temperature: a structural warm-up, but the indices are ice cold — this was a split session where "the index fell yet the money-making effect was not bad." The SSE Composite closed −0…
What is being traded today is a market where "capital has already picked a direction, but the direction itself is thin." Last Friday (7/31) A-shares put in a fairly high-quality broad-based up candle:…
Today's sentiment temperature: euphoric (but a "split euphoria") — 99 limit-ups, 0 limit-downs, 4690 advancers, an all-A median of +2.03%; at the index level it was the strongest day since the start o…
Today is the day "a strong external repair" collides with "an internal trend that has already been falling for a month", and the tension between those two things is the core contradiction behind all o…
Today's sentiment temperature: divergence to the point of tearing — at the index level it was a "mild correction," at the structural level it was an extreme two-tier market of "AI hardware collapse + …
Today's strongest catalysts are three quantifiable hard news items: 永鼎股份 (Yongding, 600105)'s RMB 1.133 billion high-power laser chip order (VAT-inclusive, equal to 21.4% of its 2025 revenue of RMB 5.…
Today was a textbook "deep-V repair after a sentiment freeze", and A-shares traded independently of Korean equities and the SOX. In the morning the tech chain kept collapsing, dragged down by Korea's …
Today's strongest new development is negative: SK Hynix's 2Q26 results landed before the A-share open and missed on both lines — revenue of KRW 79.3187 trillion (vs consensus KRW 84 trillion, 5.5% bel…
Sentiment temperature: a tech freeze and thematic exuberance, coexisting on the same day. Today's strongest mainline was not any line on the pre-market list, but lithography (triggered by a foreign-me…
The most important new variable in this window is overnight US equities, and the direction is negative. On Monday the Dow was −0.59%, the Nasdaq −0.05% and the S&P −0.19%, with the Philadelphia Semico…
This window produced no new catalyst that changes the landscape; the real variable is a "driver switch" that was already completed during the 7/27 session: at 13:30 Iran sent a de-escalation signal ("…
No reports match this filter. Reports are produced every trading day; the archive keeps accumulating.