A-Share Market Recap | 2026-08-11 Tuesday
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…
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A-Share Pre-Market Brief | 2026-08-11 Tuesday
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…
U.S. Market Recap | 2026-08-10 (ET) Monday
Today was a "the index didn't move, but everything underneath was swapped out" rotation day: the pre-market report picked the right catalysts but ranked tradability exactly backwards — the optical mod…
U.S. Pre-Market Brief | 2026-08-10 (ET) Monday
The most certain thing before today's open is not a theme, it is two cash acquisitions; and the most tradable thing is not in those acquisitions. · Two all-cash acquisitions landed on the same day, bo…
A-Share Market Recap | 2026-08-10 Monday
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%), …
A-Share Pre-Market Brief | 2026-08-10 (Monday)
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…
US Market Recap | 2026-08-07 (ET) Friday
Today was risk-on, and a "breadth-type" risk-on at that — but with a stagflation hedge sitting underneath it. July nonfarm payrolls at −23,000 were read by the market as a complete removal of the rate…
U.S. Pre-Market Brief | 2026-08-07 (ET) Friday
Today's protagonist is not any single stock — it is the July nonfarm payrolls print at 08:30 ET, and its reaction function is inverted. The Fed held rates at 3.50%–3.75% on 7/29 by 9–3, and the dissen…
A-Share Market Recap | 2026-08-07 Friday
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%,…
A-Share Pre-Market Brief | 2026-08-07 Friday
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 …
U.S. Market Recap | 2026-08-06 (ET) Thursday
Today was not risk-off; it was a day when the index did not move and individual stocks were pulled apart and repriced. The S&P was −0.18% and the Nasdaq −0.06%, essentially motionless, and the VIX act…
U.S. Pre-Market Brief | 2026-08-06 (ET) Thursday
Strongest catalyst = SanDisk's "big beat but not-good-enough guidance" detonating the global memory chain: SNDK Q4 revenue $8.965B (8.0% above consensus), adjusted EPS $39.25 (14.6% above consensus), …
A-Share Market Recap | 2026-08-06 Thursday
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…
A-Share Pre-Market Brief | 2026-08-06 Thursday
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 …
U.S. Market Recap | 2026-08-05 (ET) Wednesday
Today was neither a broad rally nor a broad selloff — it was an internal rotation of "defensives + precious metals vs. growth + semiconductors": the Dow +0.49% to 54,349.12, its third consecutive reco…
US Pre-Market Brief | 2026-08-05 (ET) Wednesday
Strongest catalyst = Shopify (SHOP) pre-market blowout: Q2 revenue $3.58B (+34%) beat, GMV $115.57B (+32%), and Q3 revenue-growth guidance in the "low-30% range" far above the market's 26.3%; pre-mark…
A-Share Market Recap | 2026-08-05 Wednesday
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%,…
A-Share Pre-Market Brief | 2026-08-05 Wednesday
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 +…
US Market Recap | 2026-08-04 (ET) Tuesday
Today was an outright risk-on session: the S&P +1.79% to 7,736.52, an all-time high (prior high 7,609.78); the Dow +1.71% to 54,085.88, its first-ever close above 54,000; the Nasdaq +2.59% to 26,584.9…
US Pre-Market Brief | 2026-08-04 (ET) Tuesday
Strongest catalyst = Palantir (PLTR), a nuclear-grade after-hours print: revenue +93% YoY, US commercial +149%, full-year guidance raised for the third time (7.65B → 8.15B), pre-market +16% to $145.90…
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