Na soko la hisa juni 29 2026 namba
Juni 29 2026: faida ya QQQ na SPY, tofauti ya pointi nne kati ya sekta, hisa za kumbukumbu zilirudi kwenye bei ya awali, biashara za 0DTE, bei nyembamba na viwango vya riba.
Jumatatu, Juni 29, 2026 ilikuwa siku ya kupanda iliyoongozwa na ukuaji na ukanda mwembamba wa uongozi: QQQ ilipata 2.57%, SPY 1.62%, majina 3968 ya kioevu yalipanda dhidi ya 2327 yaliyoshuka — lakini karibu nusu ya vikapu vya sekta vilifungwa kwa nyekundu. Kila nambari inasomwa kutoka kwa swala lililohifadhiwa; panua paneli yoyote kwa SQL. Safu ya tick-by-tick ya kikao kimoja: uchambuzi wa kina wa muundo mdogo wa Juni 29.
Ubao wa matokeo
Kila mabadiliko yanalinganisha wati ya mwisho ya kikao cha kawaida cha Juni 29 na ile ya Ijumaa Juni 26.
SQL halisi nyuma ya kila namba
WITH friday AS (
SELECT ticker, argMax(close, window_start) AS friday_close
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
AND window_start >= '2026-06-26 13:30:00' AND window_start < '2026-06-26 20:00:00'
GROUP BY ticker
),
monday AS (
SELECT ticker,
argMin(open, window_start) AS monday_open,
argMax(close, window_start) AS monday_close,
max(high) AS day_high,
min(low) AS day_low,
round(toFloat64(sum(volume)) / 1e6, 1) AS shares_traded_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
AND window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
GROUP BY ticker
)
SELECT
m.ticker AS ticker,
toFloat64(f.friday_close) AS jun26_close,
toFloat64(m.monday_open) AS jun29_open,
toFloat64(m.monday_close) AS jun29_close,
round((toFloat64(m.monday_close) / toFloat64(f.friday_close) - 1) * 100, 2) AS pct_change,
round(100 * (toFloat64(m.monday_close) / toFloat64(f.friday_close) - 1) / max(toFloat64(m.monday_close) / toFloat64(f.friday_close) - 1) OVER (), 1) AS pct_of_best_change,
toFloat64(m.day_high) AS day_high,
toFloat64(m.day_low) AS day_low,
m.shares_traded_m AS shares_traded_m
FROM monday m
JOIN friday f ON m.ticker = f.ticker
ORDER BY m.tickerSPY ilifungua kwa $736.525 dhidi ya kufunga kwa $729.09 Ijumaa na kumalizia kwa $740.88, chini ya kiwango chake cha juu cha $741.56. Ongezeko la QQQ la +2.57% dhidi ya la DIA la +0.81% linaashiria siku ya ukuaji na teknolojia; IWM ya kampuni ndogo iliongeza 0.45%.
Je, siku hiyo ilikuwa ya kawaida?
Mabadiliko ya asilimia hayana maana bila kigezo. Jedwali hili linalinganisha Juni 29 na mwezi uliopita kwa ukubwa kamili wa mabadiliko ya kufunga hadi kufunga.
SQL halisi nyuma ya kila namba
SELECT
round(anyIf(cc_pct, ticker = 'QQQ' AND d = toDate('2026-06-29')), 2) AS qqq_close_over_close_pct,
arrayCount(x -> x > abs(anyIf(cc_pct, ticker = 'QQQ' AND d = toDate('2026-06-29'))), groupArrayIf(abs(cc_pct), ticker = 'QQQ' AND d != toDate('2026-06-29'))) + 1 AS qqq_abs_move_rank,
countIf(ticker = 'QQQ') AS qqq_sessions_compared,
round(max(if(ticker = 'QQQ', abs(cc_pct), 0)), 2) AS qqq_biggest_move_of_month_pct,
countIf(ticker = 'QQQ' AND cc_pct > 0) AS qqq_up_sessions,
round(anyIf(cc_pct, ticker = 'SPY' AND d = toDate('2026-06-29')), 2) AS spy_close_over_close_pct,
arrayCount(x -> x > abs(anyIf(cc_pct, ticker = 'SPY' AND d = toDate('2026-06-29'))), groupArrayIf(abs(cc_pct), ticker = 'SPY' AND d != toDate('2026-06-29'))) + 1 AS spy_abs_move_rank,
countIf(ticker = 'SPY') AS spy_sessions_compared,
round(anyIf(oc_pct, ticker = 'SPY' AND d = toDate('2026-06-29')), 2) AS spy_open_to_close_pct,
concat(monthName(min(d)), ' ', toString(toDayOfMonth(min(d))), ', ', toString(toYear(min(d)))) AS first_session
FROM (
SELECT ticker, d,
(close_px / lagInFrame(close_px) OVER (PARTITION BY ticker ORDER BY d) - 1) * 100 AS cc_pct,
oc_pct
FROM (
SELECT ticker,
toDate(toTimeZone(window_start, 'America/New_York')) AS d,
argMax(toFloat64(close), window_start) AS close_px,
(argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100 AS oc_pct
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ')
AND window_start >= toDateTime('2026-05-28 00:00:00')
AND window_start < toDateTime('2026-06-30 00:00:00')
AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
GROUP BY ticker, d
)
)
WHERE isFinite(cc_pct)Kubwa, lakini si rekodi: Mabadiliko ya 2.57% ya QQQ yanaorodheshwa 5 kati ya vikao 21 tangu May 29, 2026, katika mwezi ambao mabadiliko makubwa zaidi ya siku moja yalikuwa 4.76%; mabadiliko ya 1.62% ya SPY yanaorodheshwa 4 kati ya 21. Chanzo cha mabadiliko kina umuhimu: mwendo wa SPY kutoka ufunguzi hadi kufunga ulikuwa 0.59% tu, hivyo faida nyingi zilipatikana katika pengo la usiku, kabla ya bar yoyote ya saa za kawaida kuchapishwa. QQQ ilifunga juu zaidi katika 10 ya vikao hivyo: ni bahati nasibu ya sarafu.
Upana: msururu ulikuwa mpana kiasi gani?
Mshindi ni ticker ambayo bei yake ya kufunga Jumatatu ilishinda ile ya Ijumaa, miongoni mwa majina yanayofanya biashara ya angalau dola milioni 1 — kichujio kinachoondoa 5,108 kati ya 11,475 ticker za vipindi viwili.
SQL halisi nyuma ya kila namba
WITH per_ticker AS (
SELECT
ticker,
toFloat64(argMaxIf(close, window_start, window_start < '2026-06-27 00:00:00')) AS friday_close,
toFloat64(argMaxIf(close, window_start, window_start >= '2026-06-29 00:00:00')) AS monday_close,
sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-06-29 00:00:00') AS monday_dollar_volume
FROM global_markets.delayed_stocks_minute_aggs
WHERE (window_start >= '2026-06-26 13:30:00' AND window_start < '2026-06-26 20:00:00')
OR (window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00')
GROUP BY ticker
)
SELECT
countIf(monday_close > friday_close AND monday_dollar_volume >= 1000000) AS advancers,
countIf(monday_close < friday_close AND monday_dollar_volume >= 1000000) AS decliners,
countIf(monday_close = friday_close AND monday_dollar_volume >= 1000000) AS unchanged,
countIf(monday_dollar_volume >= 1000000) AS liquid_tickers,
count() AS tickers_traded_both_sessions,
reverse(arrayStringConcat(extractAll(reverse(toString(count())), '[0-9]{1,3}'), ',')) AS tickers_traded_both_sessions_label,
count() - countIf(monday_dollar_volume >= 1000000) AS dropped_by_liquidity_filter,
reverse(arrayStringConcat(extractAll(reverse(toString(count() - countIf(monday_dollar_volume >= 1000000))), '[0-9]{1,3}'), ',')) AS dropped_by_liquidity_filter_label,
round(100.0 * countIf(monday_close > friday_close AND monday_dollar_volume >= 1000000)
/ countIf(monday_dollar_volume >= 1000000), 1) AS advancer_pct
FROM per_ticker
WHERE friday_close > 0 AND monday_close > 03968 washindi, 2327 washindwa, 72 wasiobadilika: 62.3% ya soko la kioevu ilipanda — ikihesabiwa jina moja kwa wakati, siku pana.
Sekta kwa sekta: mteremko ulikuwa mwembamba kuliko ilivyoonekana
Kuhesabu majina kwa usawa ni mtazamo mmoja; kuyapima kwa ukubwa wa kampuni ni mwingine. Vikapu kumi na moja vya SPDR sector ETF ni kifupisho cha mtazamo wa pili — kikapu kimoja cha thamani ya soko kwa kila sekta ya S&P 500. Vinapingana vikali na hesabu ya upana.
SQL halisi nyuma ya kila namba
WITH per_etf AS (
SELECT
ticker,
toFloat64(argMaxIf(close, window_start, window_start < '2026-06-27 00:00:00')) AS friday_close,
toFloat64(argMaxIf(close, window_start, window_start >= '2026-06-29 00:00:00')) AS monday_close,
maxIf(toFloat64(high), window_start >= '2026-06-29 00:00:00') AS day_high,
minIf(toFloat64(low), window_start >= '2026-06-29 00:00:00') AS day_low,
round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-06-29 00:00:00') / 1e6, 0) AS dollar_volume_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
AND ((window_start >= '2026-06-26 13:30:00' AND window_start < '2026-06-26 20:00:00')
OR (window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'))
GROUP BY ticker
)
SELECT
sector,
ticker,
round((monday_close / friday_close - 1) * 100, 2) AS pct_change,
round((day_high / day_low - 1) * 100, 2) AS range_pct,
dollar_volume_m,
round((monday_close / friday_close - 1) * 100 - min((monday_close / friday_close - 1) * 100) OVER (), 2) AS pct_above_worst_sector
FROM (
SELECT *,
multiIf(ticker = 'XLB', 'Materials',
ticker = 'XLC', 'Communication services',
ticker = 'XLE', 'Energy',
ticker = 'XLF', 'Financials',
ticker = 'XLI', 'Industrials',
ticker = 'XLK', 'Technology',
ticker = 'XLP', 'Consumer staples',
ticker = 'XLRE', 'Real estate',
ticker = 'XLU', 'Utilities',
ticker = 'XLV', 'Health care',
'Consumer discretionary') AS sector
FROM per_etf
)
ORDER BY pct_change DESCTeknolojia iliongoza kwa 2.52%, bidhaa za watumiaji zilifuata kwa 2.37%; nyenzo zilifunga -1.82% na mali isiyohamishika -0.64%. Bora ukiondoa mbaya zaidi — mtawanyiko wa sekta siku hiyo — ulipima 4.34 asilimia, huku huduma, bidhaa za msingi, nishati, mali isiyohamishika na nyenzo zikiwa nyekundu siku ambayo fahirisi ilipanda. Pana kwa hesabu ya majina, nyembamba kwa uzito: hicho ndicho mfuko wa fahirisi unaweza kuficha katika faida yake.
Kichwa cha habari cha siku: kumbukumbu na uhifadhi
Majina manne yalifanya biashara kwa mada moja lakini matokeo yalitofautiana sana — mwendo na ukubwa pekee; data haisemi kwa nini.
SQL halisi nyuma ya kila namba
WITH per_name AS (
SELECT
ticker,
toFloat64(argMaxIf(close, window_start, window_start < '2026-06-27 00:00:00')) AS friday_close,
toFloat64(argMaxIf(close, window_start, window_start >= '2026-06-29 00:00:00')) AS monday_close,
maxIf(toFloat64(high), window_start >= '2026-06-29 00:00:00') AS day_high,
minIf(toFloat64(low), window_start >= '2026-06-29 00:00:00') AS day_low,
argMinIf(window_start, toFloat64(low), window_start >= '2026-06-29 00:00:00') AS low_bar,
argMaxIf(window_start, toFloat64(high), window_start >= '2026-06-29 00:00:00') AS high_bar
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('MU', 'SNDK', 'STX', 'WDC')
AND ((window_start >= '2026-06-26 13:30:00' AND window_start < '2026-06-26 20:00:00')
OR (window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'))
GROUP BY ticker
)
SELECT
ticker,
round(friday_close, 2) AS jun26_close,
round(monday_close, 2) AS jun29_close,
round((monday_close / friday_close - 1) * 100, 2) AS pct_chg,
round(day_high, 2) AS day_high,
formatDateTime(toTimeZone(high_bar, 'America/New_York'), '%H:%i') AS day_high_et,
round(day_low, 2) AS day_low,
formatDateTime(toTimeZone(low_bar, 'America/New_York'), '%H:%i') AS day_low_et,
round((day_high / day_low - 1) * 100, 2) AS range_pct
FROM per_name
ORDER BY tickerMU ni mfano halisi wa tofauti kati ya mwendo na mabadiliko halisi: mwendo wa ndani ya siku wa 12.22% — kiwango cha chini cha $1023.65 saa 10:18 ET, kiwango cha juu cha $1148.79 saa 15:59 — lakini kufunga 1.97% juu ya Ijumaa. Western Digital ilipanda 11.15% na Seagate 8.17%; SanDisk ilifunga -1.9% katika mwendo wa 10.33% — kufunga kwa chini kwa kundi hili. Kufunga kunaficha kile wamiliki walipitia.
Ambapo pesa zilifanyika biashara
Kwa dola zilizofanyika biashara, Micron (MU) ilitawala kila kitu, ikijumuisha fedha za fahirisi: $58.47 bilioni dhidi ya $33.97 bilioni ya SPY. Kwa hesabu ya hisa, ilikuwa siku tofauti.
SQL halisi nyuma ya kila namba
SELECT ticker, leaderboard, dollar_volume_bn, if(dollar_volume_bn < 1, dollar_volume_m, NULL) AS dollar_value_m, shares_m,
round(100 * if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m)
/ max(if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m)) OVER (PARTITION BY leaderboard), 1) AS pct_of_board_leader
FROM (
SELECT
'by dollars traded' AS leaderboard,
ticker,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e6, 0) AS dollar_volume_m,
round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
GROUP BY ticker
ORDER BY dollar_volume_bn DESC
LIMIT 6
UNION ALL
SELECT
'by shares traded' AS leaderboard,
ticker,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e6, 0) AS dollar_volume_m,
round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
GROUP BY ticker
ORDER BY shares_m DESC
LIMIT 4
)
ORDER BY leaderboard ASC, if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m) DESCVibao vya hesabu ya hisa vinapotosha: viongozi wa hisa walikuwa SOXS, ETF ya semiconductor yenye nyongeza ya mara 3 (695.3 milioni hisa), na INLF, hisa ya senti ambayo hisa zake 353.8 milioni zilikuwa na thamani ya takriban $23 milioni siku nzima. Kiasi cha dola kinaonyesha ambapo pesa zilihamia; kiasi cha jamaa kinaonyesha kama shughuli ya jina si ya kawaida kwake.
Katika vipindi vya dakika 30 vya New York, Juni 29 inaonyesha "tabasamu" la kawaida la kiasi:
SQL halisi nyuma ya kila namba
SELECT
formatDateTime(toStartOfInterval(toTimeZone(window_start, 'America/New_York'), INTERVAL 30 MINUTE), '%H:%i') AS et_time,
round(sum(toFloat64(volume)) / 1e9, 2) AS shares_bn,
round(100 * sum(toFloat64(volume)) / max(sum(toFloat64(volume))) OVER (), 1) AS pct_of_biggest_bucket,
round(100 * (sum(toFloat64(volume)) / min(sum(toFloat64(volume))) OVER () - 1), 1) AS pct_above_trough
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
GROUP BY et_time
ORDER BY et_time2.3 bilioni hisa katika nusu saa ya kwanza, 0.77 bilioni kiwango cha chini katika 13:30, na kipindi kikubwa zaidi — 2.39 bilioni — katika nusu saa ya mwisho, ambapo minada ya kufunga na biashara za kufuatilia fahirisi hufanyika.
Kanda ya chaguzi
Chaguzi zilifanya biashara ya mikataba 66.33 milioni katika 11.04 milioni ya machapisho.
SQL halisi nyuma ya kila namba
WITH
(
SELECT (any(underlying_symbol), any(toFloat64(strike_price)), any(option_type),
any(toDateOrNull(concat('20', substring(ticker, length(ticker) - 14, 6)))),
sum(size), count(), round(avg(toFloat64(price)), 3))
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-06-29 00:00:00' AND sip_timestamp < '2026-06-30 00:00:00'
GROUP BY ticker
ORDER BY sum(size) DESC
LIMIT 1
) AS top_contract,
(
SELECT round(toFloat64(argMax(close, window_start)), 2)
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
) AS spy_regular_close
SELECT
round(count() / 1e6, 2) AS option_prints_m,
round(toFloat64(sum(size)) / 1e6, 2) AS contracts_m,
round(100.0 * sumIf(size, option_type = 'C') / sum(size), 1) AS call_pct_of_volume,
round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260629') / sum(size), 1) AS same_day_expiry_pct,
round(toFloat64(sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260702')) / 1e6, 2) AS thu_jul2_expiry_contracts_m,
countIf(substring(ticker, length(ticker) - 14, 6) = '260703') AS fri_jul3_expiry_prints,
countIf(sip_timestamp < '2026-06-29 13:30:00') AS premarket_prints,
reverse(arrayStringConcat(extractAll(reverse(toString(countIf(sip_timestamp < '2026-06-29 13:30:00'))), '[0-9]{1,3}'), ',')) AS premarket_prints_label,
countIf(sip_timestamp < '2026-06-29 13:30:00'
AND underlying_symbol NOT IN ('SPX', 'SPXW', 'XSP', 'RUTW', 'VIX', 'VIXW')) AS premarket_non_index_prints,
arrayStringConcat(arraySort(groupUniqArrayIf(underlying_symbol, sip_timestamp < '2026-06-29 13:30:00')), ', ') AS premarket_underlyings,
round(toFloat64(sumIf(size, underlying_symbol = 'SPY')) / 1e6, 2) AS spy_contracts_m,
round(toFloat64(sumIf(size, underlying_symbol = 'QQQ')) / 1e6, 2) AS qqq_contracts_m,
top_contract.1 AS top_contract_underlying,
top_contract.2 AS top_contract_strike,
top_contract.3 AS top_contract_type,
top_contract.4 AS top_contract_expiry,
top_contract.5 AS top_contract_volume,
reverse(arrayStringConcat(extractAll(reverse(toString(assumeNotNull(top_contract.5))), '[0-9]{1,3}'), ',')) AS top_contract_volume_label,
round(top_contract.7, 3) AS top_contract_avg_price,
round(top_contract.2 - spy_regular_close, 2) AS top_strike_minus_spy_close
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-06-29 00:00:00' AND sip_timestamp < '2026-06-30 00:00:00'Chaguzi za wito zilichukua 55.7% ya kiasi cha mkataba, na 35.8% ya kila kitu kilichofanya biashara kiliisha Jumatatu hiyo hiyo — sehemu ya siku-sifuri hadi kukomaa (0DTE). Mkataba mmoja wenye shughuli nyingi zaidi mahali popote ulikuwa wito wa SPY $741 wa siku hiyo hiyo: mikataba 788,133 kwa wastani wa malipo ya $0.474, huku kufunga kwa SPY kukitua 0.12 dola chini ya kiwango cha kupiga — chaguo lililofanya biashara zaidi siku hiyo liliisha nje ya pesa. SPY ilifanya biashara ya mikataba 12.01 milioni kama msingi; QQQ mikataba 7.32 milioni.
Jopo pia linahesabu machapisho 40,621 ya chaguzi kabla ya ufunguzi wa hisa saa 9:30 — kila moja kwenye mzizi wa fahirisi uliowekwa kwa fedha taslimu (RUTW, SPX, SPXW, VIX, VIXW, XSP), na machapisho 0 ya chaguo la hisa au ETF katika dirisha moja. Hiyo ndiyo kanuni, si ajali: chaguzi za fahirisi zinaorodhesha vipindi vilivyopanuliwa vya biashara ya kimataifa, chaguzi za hisa na ETF hufunguliwa na soko la hisa. Hisa hufanya biashara mapema — tazama biashara ya kabla ya soko na baada ya saa za kawaida — chaguzi zao hazifanyi hivyo.
Hakuna mkataba wenye msimbo wa kukomaa wa Ijumaa, Julai 3 uliochapishwa siku nzima (machapisho 0) — soko limefungwa Ijumaa hiyo — huku kukomaa kwa Alhamisi, Julai 2 kulifanya biashara ya 10.73 milioni.
Ukanda wa nukuu: gharama ya siku iliyotumika kufanya biashara
Kila bei kwenye ukurasa huu inategemea mkondo wa nukuu — Ofa Bora ya Kitaifa ya Kununua na Kuuza, inayochapishwa tena kwa mfululizo kwa kila jina lililoorodheshwa. Pengo kati ya ofa bora ya kununua na ofa bora ya kuuza, pengo la bei ya kununua na kuuza, ndicho ambacho agizo hulipa ili kuvuka.
SQL halisi nyuma ya kila namba
SELECT
ticker,
round(count() / 1e6, 2) AS nbbo_updates_m,
round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price), 2) AS median_spread_bps,
round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-06-29 13:30:00' AND sip_timestamp < '2026-06-29 14:00:00'), 2) AS open_30min_spread_bps,
round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-06-29 17:00:00' AND sip_timestamp < '2026-06-29 17:30:00'), 2) AS midday_spread_bps,
round(quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-06-29 13:30:00' AND sip_timestamp < '2026-06-29 14:00:00')
- quantileExactIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, bid_price > 0 AND ask_price >= bid_price AND sip_timestamp >= '2026-06-29 17:00:00' AND sip_timestamp < '2026-06-29 17:30:00'), 2) AS open_minus_midday_bps,
countIf(NOT (bid_price > 0 AND ask_price >= bid_price)) AS dropped_invalid_quotes
FROM global_markets.cache_stocks_quotes
WHERE ticker IN ('SPY', 'QQQ', 'MU', 'WDC')
AND sip_timestamp >= '2026-06-29 13:30:00' AND sip_timestamp < '2026-06-29 20:00:00'
GROUP BY ticker
ORDER BY tickerUpana wa wastani wa nukuu wa SPY ulikuwa 0.41 basis points za bei yake ya kati, dhidi ya 0.84 kwa QQQ, 4.6 kwa Micron na 8.2 kwa Western Digital — pana zaidi kati ya hizo nne. Basis point moja ya agizo la $10,000 ni dola moja, kwa hivyo kununua na kuuza mara moja $10,000 za SPY kwa nukuu hugharimu takriban $0.41; safari hiyo hiyo ya kurudi na kwenda kwa Western Digital inagharimu $8.2. Saizi ya biashara haikubadilika; jina ndilo lililobadilika.
Nne hizo zote zilinukuu kwa upana zaidi katika nusu saa ya kwanza kuliko katika kidirisha cha udhibiti cha mchana — SPY 0.41 bps dhidi ya 0.27, Western Digital 14.33 dhidi ya 7.55, malipo ya ufunguzi ya 6.78 bps kwa jina pana zaidi. Mzunguko ni upande mwingine: 3.98 milioni sasisho za NBBO kwa SPY katika saa za kawaida, 4.42 milioni kwa QQQ.
Viwango: mkondo haukubadilika sana
Hati za Hazina zilikuwa na Jumatatu tulivu. Mavuno ni ya kufunga kwa siku, yamebadilishwa dhidi ya Juni 26.
SQL halisi nyuma ya kila namba
SELECT
t.1 AS curve_point,
round(t.2, 2) AS jun29_yield_pct,
round((t.2 - t.3) * 100) AS one_day_change_bp
FROM (
SELECT arrayJoin([
('1 month', toFloat64(mon.yield_1_month), toFloat64(fri.yield_1_month)),
('3 month', toFloat64(mon.yield_3_month), toFloat64(fri.yield_3_month)),
('1 year', toFloat64(mon.yield_1_year), toFloat64(fri.yield_1_year)),
('2 year', toFloat64(mon.yield_2_year), toFloat64(fri.yield_2_year)),
('5 year', toFloat64(mon.yield_5_year), toFloat64(fri.yield_5_year)),
('10 year', toFloat64(mon.yield_10_year), toFloat64(fri.yield_10_year)),
('30 year', toFloat64(mon.yield_30_year), toFloat64(fri.yield_30_year)),
('2s10s spread', toFloat64(mon.yield_10_year - mon.yield_2_year), toFloat64(fri.yield_10_year - fri.yield_2_year))
]) AS t
FROM (SELECT * FROM global_markets.treasury_yields WHERE date = '2026-06-29') AS mon,
(SELECT * FROM global_markets.treasury_yields WHERE date = '2026-06-26') AS fri
)Mavuno ya miaka 10 yalifungwa kwa 4.38%, bila mabadiliko siku hiyo (0 pointi msingi), wakati hati ya miezi 3 iliongeza 4 pointi msingi hadi 3.87%. Mkondo wa 2s10s — miaka 10 ukiondoa miaka 2 — ulifungwa kwa 0.28 asilimia (-3 pointi msingi): bado chanya, umepungua kidogo.
Kalenda nyuma ya siku hiyo
SQL halisi nyuma ya kila namba
WITH
(
SELECT (argMax(d, n), max(n))
FROM (
SELECT ex_dividend_date AS d, count() AS n
FROM global_markets.stocks_dividends
WHERE ex_dividend_date BETWEEN '2026-06-22' AND '2026-07-02'
GROUP BY d
)
) AS peak_ex_div,
(
SELECT (countIf(form_type = '424B2'), countIf(form_type = '4'), countIf(form_type = '8-K'), count())
FROM global_markets.stocks_sec_edgar_index
WHERE filing_date = '2026-06-29'
) AS filings,
(
SELECT (count(), uniqExact(publisher), countIf(has(tickers, 'NVDA')))
FROM global_markets.stocks_news
WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-06-29'
) AS news,
(
SELECT max(n)
FROM (
SELECT t, count() AS n
FROM (
SELECT arrayJoin(tickers) AS t
FROM global_markets.stocks_news
WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-06-29'
)
WHERE t NOT IN ('NVDA', 'SPCX')
GROUP BY t
)
) AS runner_up_articles,
(
SELECT (any(split_from), any(split_to), count())
FROM global_markets.stocks_splits
WHERE ticker = 'HON' AND execution_date = '2026-06-29'
) AS hon_split,
(
SELECT (
round(toFloat64(argMaxIf(close, window_start, window_start < '2026-06-27 00:00:00')), 2),
round(toFloat64(argMaxIf(close, window_start, window_start >= '2026-06-29 00:00:00')), 2)
)
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'HON'
AND ((window_start >= '2026-06-26 13:30:00' AND window_start < '2026-06-26 20:00:00')
OR (window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'))
) AS hon_close
SELECT
(SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-06-29') AS ex_dividend_records_jun29,
(SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-06-29'
AND ticker IN ('AAPL', 'MSFT', 'NVDA', 'AMZN', 'GOOGL', 'GOOG', 'META', 'TSLA', 'JPM', 'JNJ',
'XOM', 'KO', 'PG', 'V', 'MA', 'HD', 'WMT', 'CVX', 'MRK', 'PEP',
'SPY', 'QQQ', 'DIA', 'IWM', 'VTI')) AS household_name_ex_dividends,
length(['AAPL', 'MSFT', 'NVDA', 'AMZN', 'GOOGL', 'GOOG', 'META', 'TSLA', 'JPM', 'JNJ',
'XOM', 'KO', 'PG', 'V', 'MA', 'HD', 'WMT', 'CVX', 'MRK', 'PEP',
'SPY', 'QQQ', 'DIA', 'IWM', 'VTI']) AS household_names_checked,
concat(monthName(peak_ex_div.1), ' ', toString(toDayOfMonth(peak_ex_div.1))) AS busiest_ex_div_day_of_window,
peak_ex_div.2 AS busiest_ex_div_day_records,
(SELECT count() FROM global_markets.stocks_splits WHERE execution_date = '2026-06-29') AS splits_executed,
(SELECT count() FROM global_markets.stocks_ipos WHERE listing_date = '2026-06-29') AS ipos_listed_jun29,
(SELECT arrayStringConcat(groupArray(ticker), ', ') FROM (
SELECT ticker FROM global_markets.stocks_ipos WHERE listing_date = '2026-07-01' ORDER BY ticker
)) AS jul1_ipo_debuts,
filings.4 AS sec_filings,
filings.1 AS prospectus_424b2_filings,
filings.2 AS insider_form4_filings,
filings.3 AS filings_8k,
news.1 AS news_articles,
news.2 AS news_publishers,
news.3 AS nvda_articles,
runner_up_articles AS next_most_covered_articles,
news.3 - runner_up_articles AS nvda_minus_next_most_covered,
hon_split.3 AS hon_split_records,
hon_split.1 AS hon_split_from,
hon_split.2 AS hon_split_to,
hon_close.1 AS hon_close_jun26,
hon_close.2 AS hon_close_jun29449 rekodi za gawio zilitoka bila gawio mnamo Juni 29 — miliki hisa kabla ya tarehe yake ya kutoka bila gawio au malipo si yako — lakini kati ya 25 majina maarufu tuliyoyachunguza, 0 yalionekana. Wimbi la mwisho wa robo mwaka lilifikia kilele cha 745 rekodi mnamo July 1. 23 mgawanyiko ulitekelezwa na 0 IPOs ziliorodheshwa, matoleo ya Jumatano (BSP, ITG, LIME) tayari kwenye kalenda.
SEC ilirekodi 6173 nyaraka zilizowekwa tarehe Juni 29: 1473 nyongeza za bei za bidhaa zilizoundwa (fomu 424B2) na 1277 ripoti za biashara za ndani (Fomu 4) zinazozidi 231 8-Ks zinazovutia vichwa vya habari. Mlipuko wetu wa habari ulibeba 170 makala kutoka kwa 3 wachapishaji; ukiondoa ishara moja iliyotumiwa tena yenye lebo isiyo wazi (iliyoachwa kwenye swala), jina lililotajwa zaidi lilikuwa NVDA kwa 14 makala dhidi ya 12 za mshindi wa pili.
Vidokezo vya data
Data isiyo ya kawaida hupata kidokezo, kamwe haitengwa kimya — hizi nne zinagusa namba za vichwa vya habari.
- Vikapu vya sekta ni mbinu iliyotangazwa. "Sekta" inamaanisha ETF kumi na moja za sekta za SPDR, zenye uzito wa thamani ya soko — majina yaleyale kila kikao, si uainishaji wa kila ticker kutoka kwa mtoa huduma.
- Kiasi cha dola ni kiwakilishi cha kila dakika — bei ya kufunga × kiasi kilichojumlishwa kwa kila upau wa dakika, karibu lakini si sawa kabisa na jumla ya thamani za chapa.
- Michepuko iliyonukuliwa haijumuishi nukuu batili (rekodi za NBBO zenye upande mmoja au zilizovuka); paneli huhesabu kile ilichotupa (1544 kwenye SPY). Upana wa wastani wa nukuu ni takwimu ya kunukuu, si gharama kwa kila biashara — maagizo mara nyingi hutekelezwa ndani ya nukuu.
- Chapa moja inaweza kuchafua kiwango cha juu au cha chini cha upau wa dakika. Upau wa QQQ wa saa 11:07 ET una kiwango cha chini cha $709.58 huku upau wowote wa jirani haukushuka chini ya $715.09 — chapa moja $5.51 chini ya soko la wakati huo. Kila kiwango cha juu na cha chini hapo juu kilichunguzwa dhidi ya pau za jirani; kiwango cha chini cha kikao cha QQQ cha $705.172 kilipita.
Vidokezo kamili vya data
- Upeo wa Hazina ni mwembamba kuliko muundo. Vipindi vinne vilivyotangazwa (miezi 6, miaka 3, 7 na 20) havijawahi kujazwa; mkondo unaonyesha saba zilizopo, pamoja na safu ya 2s10s.
- "Mgawanyiko wa kinyume" wa Honeywell unaopingana na mkanda. Mlisho unabeba rekodi ya 1 HON ya tarehe Juni 29: mgawanyiko wa kinyume unaobadilisha hisa 2 za zamani kuwa hisa 1 mpya. HON ilifunga $231.3 Ijumaa na $227.71 Jumatatu — hakuna maradufu. Hatukuitumia.
- Hesabu ya habari ni mlisho wa mtoa huduma mmoja, wachapishaji 3 tunaobeba — si "habari zote za soko".
- Risiti za kiwango cha tick — nukuu zilizovuka, marekebisho ya kiasi cha phantom, faili iliyopunguzwa ya FINRA ya kiasi cha short (na kwa nini kiasi cha short si riba ya short) ziko katika uchambuzi wa kina.
Kikao, kimehakikiwa
SQL halisi nyuma ya kila namba
WITH
(
SELECT (
round(toFloat64(minIf(low, formatDateTime(toTimeZone(window_start, 'America/New_York'), '%H:%i') = '11:07')), 2),
round(toFloat64(minIf(low, formatDateTime(toTimeZone(window_start, 'America/New_York'), '%H:%i') IN ('11:04', '11:05', '11:06', '11:08', '11:09', '11:10'))), 2)
)
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'QQQ' AND window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00'
) AS qqq_lone
SELECT
(SELECT count() FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-03 00:00:00' AND window_start < '2026-07-04 00:00:00') AS jul3_spy_bars,
formatDateTime(min(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS first_spy_bar_et,
formatDateTime(max(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS last_spy_bar_et,
count() AS spy_minute_bars,
countIf(window_start >= '2026-06-29 13:30:00' AND window_start < '2026-06-29 20:00:00') AS regular_session_bars,
qqq_lone.1 AS qqq_1107_lone_low,
qqq_lone.2 AS qqq_1107_adjacent_bars_low,
round(qqq_lone.2 - qqq_lone.1, 2) AS qqq_lone_print_below_adjacent
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-06-29 00:00:00' AND window_start < '2026-06-30 00:00:00'Mishororo ya SPY inaendesha 04:00 hadi 19:59 kwa saa za New York ikiwa na mishororo 390 ya dirisha la kawaida — kikao kamili, kilichohakikiwa kutoka kwenye tepu (seti ya data ya kalenda ya ubadilishanaji hubeba tu kufungwa kwa siku zijazo). Ijumaa hiyo, Julai 3, ilikuwa kufungwa kamili — 0 mishororo ya SPY ilichapishwa siku nzima, Julai 4 ikitua Jumamosi; wiki ya vikao vinne ina muhtasari wake.
Maswali Yanayoulizwa Mara kwa Mara
Je, soko la hisa lilifanyaje tarehe 29 Juni 2026?
Siku ya kupanda iliyoongozwa na ukuaji: QQQ ilifunga 2.57% juu ya Ijumaa, SPY 1.62%, DIA 0.81% na IWM 0.45%, huku 62.3% ya ticker zilizofanya biashara ya $1m au zaidi zikimaliza juu zaidi.
Je, tarehe 29 Juni 2026 ilikuwa siku kubwa kwa Nasdaq?
Kubwa, lakini si ya kipekee: mwendo wa QQQ wa 2.57% wa kufunga hadi kufunga uliorodheshwa 5 kati ya vikao 21 vya mwezi uliopita kwa ukubwa kamili, dhidi ya kiwango cha juu cha mwezi cha 4.76%.
Ni sekta gani zilizoongoza tarehe 29 Juni 2026?
Teknolojia (2.52%) na matumizi ya hiari ya watumiaji (2.37%) ziliziongoza vikapu kumi na moja vya sekta vya SPDR; nyenzo ilikuwa ya mwisho kwa -1.82%, tofauti ya asilimia 4.34. Huduma, bidhaa za msingi, nishati na mali isiyohamishika pia zilifunga chini zaidi.
Ni sehemu gani ya kiasi cha chaguo tarehe 29 Juni 2026 ilikuwa 0DTE?
Muda wake unaoisha siku hiyo hiyo ulikuwa 35.8% kati ya mikataba milioni 66.33 iliyofanyika biashara; mkataba mmoja wenye shughuli nyingi zaidi, chaguo la kununua la SPY $741 la siku hiyo hiyo (mikataba 788,133), lilimaliza nje ya fedha.
Kwa nini chaguo hufanya biashara kabla ya soko la hisa kufunguliwa?
Chaguo za fahirisi pekee ndizo zinazofanya hivyo. Chapa zote za chaguo 40,621 kabla ya 9:30 asubuhi kwa saa za Mashariki tarehe 29 Juni ziliwekwa kwenye mizizi ya fahirisi inayolipishwa kwa fedha taslimu (RUTW, SPX, SPXW, VIX, VIXW, XSP), ambazo huorodhesha vikao virefu vya saa za biashara za kimataifa; chapa za chaguo za hisa na ETF katika dirisha hilo zilikuwa 0.
Mbinu
- Nyakati huhifadhiwa kwa UTC, hubadilishwa kuwa saa za New York ndani ya maswali. "Kufunga" ni upau wa dakika ya mwisho wa kipindi cha kawaida, si alama ya mnada; mabadiliko ya siku yanalinganisha Juni 29 na Juni 26, na kipindi kilihakikiwa kutoka kwa upana wa upau uliozingatiwa.
- Kiwango cha mwezi unaofuata kinatumia mabadiliko ya kufunga hadi kufunga kwa saa za kawaida, kipindi cha kwanza kimeondolewa (hakuna kufunga kabla ndani ya dirisha). Muda wa kumalizika kwa chaguo huchakatwa upya kutoka kwa ticker ya OCC (safu ya kumalizika ya jedwali yenyewe imeharibika).
- Kila paneli inasomwa mara moja, wakati wa uandishi, kupitia njia ya kusoma tu iliyozuiliwa. Hali ya ghala kufikia Julai 13, 2026.
Kila paneli ni matokeo ya swali lililohifadhiwa — chati, jedwali na SQL katika kitu kimoja. Bandika yoyote kati yao kwenye terminal ya Strasmore. Kipindi kijacho: Juni 30.