A-Share Pre-Market Brief | 2026-09-10 Thursday
The strongest catalyst is the third round of escalation in the US–Iran conflict in the Middle East, and A-shares have already priced it twice as heavily as US equities; today's real value is not in fi…
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US Market Recap | 2026-09-09 (ET) Wednesday
Today's real driver was not on any line of the pre-market list — it was rates. And the irony is that the pre-market list wrote it up as scenario ④ under "conditions that would invalidate this report's…
US Pre-Market Brief | 2026-09-09 (ET) Wednesday
Today's most important judgment is a subtraction: the "Brent breaks $100" headline cannot support the price the market is currently paying for energy stocks — and over the past hour, the very variable…
A-Share Market Recap | 2026-09-09 (Wednesday)
Sentiment turned from "euphoric" to "ebbing", yet all three recommendation slots in the pre-market list delivered — and this was the cleanest reconciliation this slot has had in recent memory. Today's…
A-Share Pre-Market Brief | 2026-09-09 Wednesday
The strongest catalyst is geopolitical, not industrial: on 9/8 local time, US forces destroyed 5 Iranian crude oil tankers; Iran promptly warned that it would strike tankers berthed at ports in Kuwait…
U.S. Market Recap | Tuesday, 2026-09-08 (ET)
Today was a "the index is lying to you" risk-off day, and the error the pre-market list made on the long side is the very same error by which the index lied. · The index fell mildly; individual stocks…
US Pre-Market Brief | 2026-09-08 (ET) Tuesday
The biggest price event today is not macro and not AI — it is a pharma accident, and on "the ones listed in the US" it is brand new. Novartis suffered three failures in one week: ① the lipid-lowering …
A-Share Market Recap | 2026-09-08 Tuesday
Sentiment temperature: warming, on the strong side, but the leadership changed hands. Today was neither a broad decline nor a broad rally, it was a high-to-low rotation: at the index level the ChiNext…
A-Share Pre-Market Brief | 2026-09-08 (Tuesday)
0 Yesterday's (9/7) market baseline readings Any judgment about "strong or weak today" needs a baseline, and this section always provides one. Tencent quotes + THS stockmarketactivitylegu + the push2e…
US Market Recap | 2026-09-07 (ET) Monday
There was no session today, so all of this issue's information content comes from "that holiday futures half-session". And it delivered one clear directional reading: the "Nasdaq strong, Dow weak" str…
US Pre-Market Brief | 2026-09-07 (ET) Monday
Friday's big green candle was the worst-beaten part of the whole chain bouncing, not the start of a new leadership theme. All six semiconductor-equipment and AI-interconnect names are sitting in drawd…
A-Share Market Recap | 2026-09-07 Monday
Today was a clean case of "tech eating the heavyweights": ChiNext Index +3.41%, STAR 50 +2.42%, Shenzhen Component +1.91%, versus SSE 50 −0.41% and the Shanghai Composite up only +0.07% — a 3.8pp spli…
A-Share Pre-Market Brief | 2026-09-07 Monday
The strongest catalyst today is not an A-share one — it is that RMB 360 billion released on Saturday afternoon. Between 15:31 and 16:14 on September 6, eight central financial enterprises disclosed ca…
US Market Recap | 2026-09-04 (ET) Friday
August nonfarm payrolls at +162,000 (consensus +53,000) set off a "good news is bad news" reaction, but the real story today was not rates — it was money moving inside tech, out of software and into A…
A-Share Market Recap | 2026-09-04 Friday
Sentiment: divergent and on the cool side, and it is a "blood-transfusion" kind of cool — the indices barely fell, but the internal structure tore apart. Shanghai Composite −0.30%, Shenzhen Component …
A-Share Pre-Market Brief | 2026-09-04 Friday
The strongest catalyst is the wholesale repricing of the precious-metals complex in overnight U.S. trading: gold-miner ETF GDX +3.95%, silver ETF SLV +2.51%, gold ETF GLD +1.85%, silver miners SIL +2.…
US Market Recap | 2026-09-03 (ET), Thursday
Today was a clean risk-on, and what triggered it was not data but one person. The 10:00 ET ISM services print ran hot on both the headline and the prices component (PMI 55.4, new orders 60.9, the fast…
US Pre-Market Brief | 2026-09-03 (ET) Thursday
Today's macro backdrop is something many people have not yet re-wired: what the Fed is debating is "hike or not," not "cut or not." Ahead of the September 15–16 FOMC, the market is pricing roughly 60%…
A-Share Market Recap | 2026-09-03 Thursday
Sentiment: flat on the surface, cooling underneath. All four headline indices were essentially flat (Shanghai Composite +0.02%, Shenzhen Component +0.10%, ChiNext +0.01%, STAR 50 −0.40%), but the brok…
A-Share Pre-Market Brief | 2026-09-03 Thursday
The strongest catalyst is the escalation of the U.S.–Iran conflict, but the oil-price leg is actually flat inside this brief's window — and it already ran the experiment on A-shares yesterday, with th…
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