US Market Recap | 2026-09-02 (ET) Wednesday
Today was risk-on, with one precise exception: software. S&P +0.46%, Dow +0.56%, Nasdaq +0.45%, Russell 2000 +1.13% (IWM +1.18%); the three major indices ended a three-day losing streak, roughly 2/3 o…
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US Pre-Market Brief | 2026-09-02 (ET) Wednesday
Today's strongest catalyst is not any single piece of good news but a shared phenomenon: three companies (MDB, PANW, CRDO) all beat, and all were sold off. MongoDB beat on revenue by 5.0%, beat on EPS…
A-Share Market Recap | 2026-09-02 Wednesday
Sentiment: turning from euphoria to ebb, but this is not a crash — it is a rotation of the leading theme. The Shanghai Composite −0.97%, ChiNext Index −2.39%, combined turnover of RMB 1,791.179 billio…
A-Share Pre-Market Brief | 2026-09-02, Wednesday
Strongest catalyst: there is not a single heavyweight brand-new policy. In this 16-hour window, the only brand-new, company-level, not-yet-priced hard catalyst is the RMB 633 million server leasing co…
US Market Recap | 2026-09-01 (ET) Tuesday
The pre-market list got the direction right, but its reason was wrong — and it was the single most important reason of the day that was wrong. The pre-market brief identified the day's main line as an…
US Pre-Market Brief | 2026-09-01 (ET) Tuesday
Today's war risk is real and escalating (Iran has struck two US military bases in Jordan with missiles, and Trump has threatened to blow up Kharg Island, Iran's main crude export terminal); but that r…
A-Share Market Recap | 2026-09-01 (Tuesday)
Today's sentiment temperature: warming up, leaning exuberant — but the heat switched tracks. At the index level it was green: SSE Composite −0.16%, SZSE Component −1.02%, ChiNext Index −1.32%, STAR 50…
A-Share Pre-Market Brief | 2026-09-01 Tuesday
Today's hardest catalysts are the three pieces of post-close information that landed together between 20:00 and 21:30 last night — all of them occurred after the close, so yesterday's prices do not co…
US Market Recap | 2026-08-31 (ET) Monday
Today was a textbook "almost every direction right, but no money in it" day — the pre-market list hit 26/33 (78.8%) on the day's direction, yet 8 of the 15 long-side names closed below their own pre-m…
U.S. Pre-Market Brief | 2026-08-31 (ET) Monday
The most important new information today is the California legislation — but the media has broadly gotten one key fact wrong, which I verified against a primary source and correct as follows. ⚠️ SB 49…
A-Share Market Recap | 2026-08-31 Monday
Today was a day where "the conclusion at the open and the conclusion at the close were exactly opposite", and the pre-market list got it right where it mattered most and got it wrong where it was most…
A-Share Pre-Market Brief | 2026-08-31 Monday
What has to be priced at today's open is not one piece of news but an entire batch of information that landed over the weekend and that the market has had no chance to trade — 944 interim reports, plu…
US Market Recap | 2026-08-28 (ET) Friday
Today was a textbook stagflation repricing, and it came as two blows within fifteen minutes. At 09:45 the Chicago PMI collapsed to 47.1 (prior 57.6, consensus 57.9–58.3), down 10.5 points sequentially…
U.S. Pre-Market Brief | 2026-08-28 (ET) Friday
Today's protagonist is not a single stock — it is the podium at 10:00 ET. Fed Chair Kevin Warsh delivers his first Jackson Hole keynote since taking office (10:00 ET), colliding head-on with the final…
A-Share Market Recap | 2026-08-28 Friday
Today was a textbook high-to-low rotation: the indices fell but the money-making effect rose — SSE Composite −0.11%, ChiNext −1.41%, STAR 50 −1.85%, while 2,957 stocks rose and 2,110 fell, with 82 lim…
A-Share Pre-Market Brief | 2026-08-28 Friday
The most worthwhile thing to look at today is not any single news item, but a directional fork revealed by the batch of interim reports that landed last night: gross margins at the upstream materials …
US Market Recap | 2026-08-27 (ET) Thursday
Today was risk-on, but risk appetite landed in exactly one sector. S&P +0.72%, Nasdaq +1.57%, while only 1 of the 11 SPDR sector ETFs closed higher (XLK +3.16%); the other 10 all fell, with defensives…
US Pre-Market Brief | 2026-08-27 (ET) Thursday
The strongest catalyst is NVIDIA, but what moved the stock was not the press release — it was the call. NVDA FY27Q2 revenue $96.221 billion (+106%), data center $89 billion (+117%), Q3 guidance $108 b…
A-Share Market Recap | Thursday, 2026-08-27
Sentiment is euphoric, but today was a session of "mild index, extreme structure" — combined turnover of the two markets expanded to RMB 2.13 trillion (up 17.4% from RMB 1.81 trillion yesterday), 77 l…
A-Share Pre-Market Brief | 2026-08-27, Thursday
There is only one main line today, and it is a hard one: NVIDIA has tamped down the foundation of the entire AI hardware chain one more layer. Early this morning Beijing time, NVIDIA's FY2027Q2 delive…
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