A-Share Market Recap | 2026-08-04 Tuesday
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/…
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A-Share Pre-Market Brief | 2026-08-04 (Tuesday)
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…
US Market Recap | Monday, 2026-08-03 (ET)
- Closing prices cross-verified through two channels: every closing price in this report was taken from both yfinance and stockanalysis.com; across 20-odd overlapping tickers the two channels were com…
US Pre-Market Brief | 2026-08-03 (ET) Monday
⚠️ Local yfinance has now been rate-limited by Yahoo for a third consecutive trading day (YFRateLimitError; direct calls to query1.finance.yahoo.com return HTTP 429, confirmed by live test this sessio…
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…
A-Share Pre-Market Brief | 2026-08-03 Monday
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:…
US Market Recap | 2026-07-31 (ET) Friday
Today was risk-on, but it was an "extremely narrow risk-on held down by rates." The S&P was +0.70% and the Nasdaq Composite +1.0%, but the Russell 2000 closed down −0.45%, XLK tech closed down −0.22%,…
US Pre-Market Brief | 2026-07-31 (ET), Friday
Today's main axis is an "earnings-quality audit": the EPS beats at both mega-caps were largely fake, and the market held only one of them to account. AMZN's headline EPS was 5.75 vs 1.82 expected (a 2…
A-Share Market Recap | 2026-07-31 Friday
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…
A-Share Pre-Market Brief | 2026-07-31 Friday
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…
US Market Recap | 2026-07-30 (ET) Thursday
Today was risk-on, but an "extremely narrow" risk-on — a victory at the index level, a failure at the breadth level. The S&P rose +1.66%, the Nasdaq Composite +2.78% (ending a six-session losing strea…
US Pre-Market Brief | 2026-07-30 (ET) Thursday
Yesterday was a double kill of "hawkish Fed + chip collapse": the Fed held rates by a 9–3 vote, with three regional presidents voting to hike, the 30-year Treasury yield rose to a multi-decade high, t…
A-Share Market Recap | 2026-07-30 Thursday
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 + …
A-Share Pre-Market Brief | 2026-07-30, Thursday
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.…
US Market Recap | 2026-07-29 (ET), Wednesday
Today was unambiguously risk-off, but its nature was a concentrated blow-up of "rate shock + AI-chain de-rating," not a broad panic. The Dow fell −2.19% (−1,153.18 points), its worst single day since …
US Pre-Market Brief | 2026-07-29 (ET) Wednesday
Today is the highest event-density day of the quarter, with three events interlocking: the 14:00 FOMC decision + the 14:30 Warsh press conference + after-hours earnings from five companies, MSFT/META/…
A-Share Market Recap | 2026-07-29 Wednesday
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 …
A-Share Pre-Market Brief | 2026-07-29 Wednesday
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…
US Market Recap | 2026-07-28 (ET) Tuesday
Today was not a continuation of the rotation, it was an escalation of it — a momentum unwind. The Dow +1.03% made a new interim high, XLV +2.36% and XLF +1.27% both set all-time highs, while the Nasda…
A-Share Market Recap | 2026-07-28 Tuesday
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…
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