Strasmore Research
Muhtasari wa soko Matt ConnorNa Matt Connor · Imeboreshwa 2026-07-25

soko la hisa Julai 6 2026 mapitio ya siku

Soko lilifunguka kwa pengo la juu baada ya Siku ya Uhuru, QQQ ikiongoza kwa asilimia kubwa dhidi ya DIA, na nukuu nyembamba zaidi mwezi huu.

Jumatatu, Julai 6, 2026 — kikao cha kwanza baada ya wikendi ya Siku ya Uhuru — kilifunguka kwa pengo la juu lililoongozwa na ukuaji na kukishikilia. QQQ ilifunga 1.39% dhidi ya 0.42% ya DIA, kioo cha mzunguko wa Alhamisi, na upana ulionyesha kijani: 3861 majina ya ukwasi yalipanda dhidi ya 2242. Sehemu kubwa ya mwendo huo ilikuwa pengo la kufungua tena, lililowekwa bei kwenye nukuu nyembamba zaidi ya fahirisi katika mwezi uliopita. Kila nambari hapa chini inasomwa kutoka kwa swala lililohifadhiwa.

Ubao wa alama

Mabadiliko yanalinganisha wati ya mwisho ya kikao cha kawaida cha Julai 6 na Alhamisi Julai 2 — likizo moja ya soko nyuma.

UlizaSPY / QQQ / DIA / IWM — Julai 6 dhidi ya kufunga Julai 2, saa za kawaida
SQL halisi nyuma ya kila namba
WITH prior AS (
    SELECT ticker, argMax(close, window_start) AS prior_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
      AND window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00'
    GROUP BY ticker
),
sess AS (
    SELECT ticker,
           argMin(open, window_start) AS day_open,
           argMax(close, window_start) AS day_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 >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
    GROUP BY ticker
)
SELECT
    s.ticker AS ticker,
    round(toFloat64(p.prior_close), 2) AS prior_close,
    round(toFloat64(s.day_open), 2) AS day_open,
    round(toFloat64(s.day_close), 2) AS day_close,
    round((toFloat64(s.day_open) / toFloat64(p.prior_close) - 1) * 100, 2) AS gap_pct,
    round((toFloat64(s.day_close) / toFloat64(s.day_open) - 1) * 100, 2) AS intraday_pct,
    round((toFloat64(s.day_close) / toFloat64(p.prior_close) - 1) * 100, 2) AS pct_change,
    round(toFloat64(s.day_high), 2) AS day_high,
    round(toFloat64(s.day_low), 2) AS day_low,
    s.shares_traded_m AS shares_traded_m
FROM sess s
JOIN prior p ON s.ticker = p.ticker
ORDER BY s.ticker

1.39% ya QQQ iliongoza kati ya ETF nne za fahirisi na 0.42% ya DIA ilifuata nyuma — kinyume kabisa cha Alhamisi, ambapo DIA ilipanda na QQQ ikashuka. SPY ilifunga 0.87%, IWM 0.45%. Pengo dhidi ya kusaga ndio sura halisi ya siku: QQQ ilifunguka 1.01% juu ya kufunga kwa Alhamisi na iliongeza 0.38% zaidi tu kuanzia kufunguka hadi kufunga; pengo la 0.53% la SPY lilichukua sehemu kubwa ya siku yake ya 0.87%. IWM (0.07%) na DIA (0.17%) hazikuwa na pengo kubwa na zilisaga juu ndani ya siku.

Je, siku hiyo ilikuwa ya kawaida?

UlizaMwenendo wa SPY kuanzia ufunguzi hadi kufunga ukilinganishwa na mwezi uliopita wa vikao (nafasi 1 = mwenendo mkubwa kabisa kwa thamani kamili)
SQL halisi nyuma ya kila namba
SELECT round(anyIf(oc_pct, d = toDate('2026-07-06')), 2) AS day_move_pct,
       arrayCount(x -> x > abs(anyIf(oc_pct, d = toDate('2026-07-06'))), groupArrayIf(abs(oc_pct), d != toDate('2026-07-06'))) + 1 AS abs_move_rank,
       count() AS sessions_compared,
       toString(min(d)) AS first_session
FROM (
    SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           (argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100 AS oc_pct
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'SPY'
      AND window_start >= toDateTime('2026-06-06 00:00:00')
      AND window_start < toDateTime('2026-07-07 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
    GROUP BY d
)

Katika kiwango cha fahirisi, hapana: mwendo wa SPY kutoka ufunguzi hadi kufunga wa 0.34% unashika nafasi 13 kati ya 19 vikao vilivyopita kwa ukubwa kamili — katikati ya kundi. Rekodi ya ndani ya siku ilikuwa ya kawaida; pengo ndipo siku ilipotokea.

Upeo: mkanda wa kijani, ukuaji umerejea mbele

UlizaWapanda dhidi ya washuka miongoni mwa ticker zenye biashara ya angalau $1M Julai 6
SQL halisi nyuma ya kila namba
WITH per_ticker AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') AS day_dollar_volume
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE (window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
       OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00')
    GROUP BY ticker
)
SELECT
    countIf(day_close > prior_close AND day_dollar_volume >= 1000000) AS advancers,
    countIf(day_close < prior_close AND day_dollar_volume >= 1000000) AS decliners,
    countIf(day_close = prior_close AND day_dollar_volume >= 1000000) AS unchanged,
    countIf(day_dollar_volume >= 1000000) AS liquid_tickers,
    count() AS tickers_traded_both_sessions,
    count() - countIf(day_dollar_volume >= 1000000) AS dropped_by_liquidity_filter,
    round(100.0 * countIf(day_close > prior_close AND day_dollar_volume >= 1000000)
        / countIf(day_dollar_volume >= 1000000), 1) AS advancer_pct
FROM per_ticker
WHERE prior_close > 0 AND day_close > 0

3861 waendelezaji, 2242 wapunguzaji, 86 wasiobadilika — 62.4% ya mkanda wa kioevu ulipanda. Uzani wa fahirisi na upeo wa hesabu sawa ulikubaliana, wote kijani, ambapo Alhamisi uliwatenganisha. Kichujio kinaondoa 5361 kati ya 11550 tiketi za vipindi viwili chini ya $1M.

Sekta kwa sekta: mgawanyiko ulikuwa mpana kiasi gani?

Makampuni manne makubwa hayafanyi soko. Jopo linakadiria siku kupitia ETF kuu kumi na moja za sekta — mfuko mmoja kwa kila sehemu ya S&P 500, kikapu kile kile kila kikao. Angalia tofauti kati ya sekta bora na mbaya zaidi: mtawanyiko wa siku.

UlizaETF za sekta kumi na moja: Julai 6 dhidi ya kufunga Julai 2, zilizogawanywa katika pengo na ndani ya siku
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-06 00:00:00')) AS day_open,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    round((day_open / prior_close - 1) * 100, 2) AS gap_pct,
    round((day_close / day_open - 1) * 100, 2) AS intraday_pct,
    day_dollar_bn,
    round(max((day_close / prior_close - 1) * 100) OVER () - (day_close / prior_close - 1) * 100, 2) AS points_behind_leader
FROM per_name
ORDER BY pct_chg DESC, ticker ASC

Teknolojia (XLK) ilichukua siku kwa 1.71%, karibu yote ni pengo: 1.19% wakati wa ufunguzi, 0.52% katika saa sita na nusu zilizofuata. Fedha (0.99%) na viwanda (0.9%) zilifuata. Kisha meza inageuka: safu tano za kijani zinatoa nafasi kwa sita nyekundu, mwisho wa ulinzi — huduma, afya, bidhaa za msingi — chini kama -1.08%. Kutoka juu hadi chini, 2.79 asilimia zilitenganisha bora na mbaya zaidi katika siku ambayo kifuatiliaji cha S&P kilihamia 0.87% — mara kadhaa ya mwendo wa fahirisi, na hoja dhidi ya kusoma siku ya kijani kama jambo moja. Mali isiyohamishika na huduma zilikuwa na umbo tofauti na teknolojia: ufunguzi karibu tambarare (0.09%, -0.11%), kisha mteremko kwa kikao chote (-1.01% na -0.92% kutoka ufunguzi hadi kufunga).

Kichwa cha habari cha siku: kushuka kwa kumbukumbu, kumerejea nusu

Kikundi cha kumbukumbu na uhifadhi kilichovunja siku ya Jumatano na Alhamisi kilirudi Jumatatu — lakini nusu tu yake.

UlizaMajina ya kumbukumbu na uhifadhi: mabadiliko dhidi ya kufunga Alhamisi, muda wa anuwai, na kiasi cha dola
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        maxIf(toFloat64(high), window_start >= '2026-07-06 00:00:00') AS day_high,
        minIf(toFloat64(low), window_start >= '2026-07-06 00:00:00') AS day_low,
        argMinIf(window_start, toFloat64(low), window_start >= '2026-07-06 00:00:00') AS low_bar,
        argMaxIf(window_start, toFloat64(high), window_start >= '2026-07-06 00:00:00') AS high_bar,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('MU', 'SNDK', 'STX', 'WDC')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_close, 2) AS day_close,
    round((day_close / prior_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,
    day_dollar_bn
FROM per_name
ORDER BY ticker

Watengenezaji wa diski wawili waliongoza kurudi: Western Digital 7.14% na Seagate 6%, wote wakifikia kilele asubuhi (10:44 na 10:39 ET). Wawili wazito zaidi walikaa nje: MU iliongeza 0.88%, ikichapisha kiwango chake cha chini kwenye baa ya kufunga (15:59); SanDisk ilimaliza -0.03% katika mwendo wa 7.27%. MU bado ilihamisha hisa $30.9 bilioni, zaidi ya wengine watatu pamoja (uchambuzi wa kina wa MU unashughulikia robo mwaka yake).

Nusu nyingine ya mzunguko ilikuwa ndani ya makampuni makubwa:

UlizaMzunguko wa megacap: mabadiliko dhidi ya kufunga Alhamisi, muda wa anuwai, na kiasi cha dola
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-06 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 00:00:00')) AS day_close,
        maxIf(toFloat64(high), window_start >= '2026-07-06 00:00:00') AS day_high,
        minIf(toFloat64(low), window_start >= '2026-07-06 00:00:00') AS day_low,
        argMinIf(window_start, toFloat64(low), window_start >= '2026-07-06 00:00:00') AS low_bar,
        argMaxIf(window_start, toFloat64(high), window_start >= '2026-07-06 00:00:00') AS high_bar,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AAPL', 'MSFT', 'NVDA', 'TSLA')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_close, 2) AS day_close,
    round((day_close / prior_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,
    day_dollar_bn
FROM per_name
ORDER BY ticker

TSLA ilifanya kupanda kwa mwelekeo mmoja hadi 6.86% — chini saa 09:37 ET, juu kwenye baa ya kufunga (15:59) — kioo cha Alhamisi yake. AAPL iliongeza 1.49% na NVDA 0.57%; MSFT ndio pekee makampuni makubwa yenye rangi nyekundu kwa -0.7%, kiwango chake cha juu kikichapishwa kwenye ufunguzi wa 09:30.

Ambapo fedha zilifanyika biashara

UlizaViongozi wa kiasi kwa njia mbili: 6 bora kwa dola zilizofanyiwa biashara, 4 bora kwa hisa zilizofanyiwa biashara (orodha moja ya alama iliyotumika tena imetengwa ikisubiri uthibitishaji wa chombo)
SQL halisi nyuma ya kila namba
SELECT leaderboard, ticker, dollar_volume_bn, 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(volume)) / 1e6, 1) AS shares_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker NOT IN ('SPCX')
    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(volume)) / 1e6, 1) AS shares_m
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
    ORDER BY shares_m DESC
    LIMIT 4
)
ORDER BY leaderboard ASC, if(leaderboard = 'by dollars traded', dollar_volume_bn, shares_m) DESC

SPY iliongoza katika mauzo ya dola kwa $31.49 bilioni, MU ($30.9 bilioni) ikiwa nyuma kidogo — hii ikimaliza kipindi cha MU cha siku nne kileleni (Jumatatu hadi Alhamisi ndizo zilizobeba risiti). Kwenye ubao wa hisa, SOXS — ETF ya 3x-inverse ya semiconductor — ilifanya biashara ya hisa 467.1 milioni, ikiongoza tena katika hesabu hata wakati chipsi inazozifuatilia zilipanda.

UlizaHisa zilizofanyiwa biashara kwa kila kipindi cha dakika 30, saa za kawaida (mabilioni)
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
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
GROUP BY et_time
ORDER BY et_time

Hisa 1.96 bilioni katika nusu saa ya kwanza, kiwango cha chini cha 0.68 bilioni saa 14:30, 2.1 bilioni hadi kufunga kwa 15:30 — tabasamu la kawaida la intraday, likiwa zito zaidi pande zote mbili.

Kanda ya chaguzi

UlizaSafu moja kwa siku nzima ya chaguzi: kiasi, sehemu ya simu, na muda wa kuisha siku hiyo hiyo Jumatatu
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 >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 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 >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 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) = '260706') / sum(size), 1) AS same_day_expiry_pct,
    round(toFloat64(sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260706')) / 1e6, 2) AS same_day_contracts_m,
    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,
    round(toFloat64(sumIf(size, underlying_symbol = 'TSLA')) / 1e6, 2) AS tsla_contracts_m,
    top_contract.1 AS top_contract_underlying,
    top_contract.2 AS top_contract_strike,
    top_contract.3 AS top_contract_type,
    if(top_contract.3 = 'C', 1, 0) AS top_contract_is_call,
    top_contract.4 AS top_contract_expiry,
    round(toFloat64(top_contract.5) / 1e6, 2) AS top_contract_volume_m,
    round(top_contract.7, 3) AS top_contract_avg_price,
    round(spy_regular_close - top_contract.2, 2) AS spy_close_minus_strike
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 00:00:00'

Chaguzi zilifanyika biashara 60.98 mamilioni ya mikataba katika 10.53 mamilioni ya machapisho, 58.4% yake ikiwa ni chaguzi za kununua (calls). Chaguzi za muda wa siku moja zilichukua 38.7% ya kanda (23.57 mamilioni ya mikataba) — sehemu ya kawaida ya siku ya Jumatatu ya 0DTE, chini ya takwimu ya siku ya Alhamisi iliyokuwa na mzigo maradufu kabla ya sikukuu. Mkataba wenye shughuli nyingi zaidi ulikuwa chaguo la kununua la SPY $751 la siku hiyo hiyo, 1.08 mamilioni ya mikataba kwa wastani wa $0.564, huku SPY ikifunga $0.3 juu ya bei ya utekelezaji — ndani ya pesa. Chaguo la kununua likiongoza ubao, ambapo Alhamisi ilimalizia kwa chaguo la kuuza (put).

Ukanda wa nukuu: je, pengo la juu lilifanya biashara kwenye masoko mapana?

Chini ya kila bei hapo juu kuna mkondo wa nukuu — Ofa Bora ya Kitaifa na Ofa, inayotajwa tena kwa mfululizo kwa kila jina lililoorodheshwa. Ufunguzi wa pengo ni pale ambapo nukuu zinaweza kuwa hasidi, kwa hivyo tunapima, kila kikao.

UlizaMkondo mzima wa NBBO wa hisa: Julai 6 dhidi ya kikao cha Julai 2, na mahali nukuu za Jumatatu zilijikita
SQL halisi nyuma ya kila namba
SELECT
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-06')) / 1e6, 2) AS jul6_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-02')) / 1e6, 2) AS jul2_updates_m,
    round((countIf(toDate(sip_timestamp) = toDate('2026-07-06')) / countIf(toDate(sip_timestamp) = toDate('2026-07-02')) - 1) * 100, 1) AS day_over_day_pct,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 14:00:00') / 1e6, 2) AS jul6_open_half_hour_m,
    round(countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 18:00:00') / 1e6, 2) AS jul6_midday_half_hour_m,
    round(countIf(sip_timestamp >= '2026-07-06 19:30:00' AND sip_timestamp < '2026-07-06 20:00:00') / 1e6, 2) AS jul6_close_half_hour_m
FROM global_markets.cache_stocks_quotes
WHERE (sip_timestamp >= '2026-07-02 00:00:00' AND sip_timestamp < '2026-07-03 00:00:00')
   OR (sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-07 00:00:00')

Ukanda ulibeba sasisho za 391.96 milioni za NBBO Jumatatu dhidi ya 597.22 milioni Alhamisi — -34.4%, theluthi moja ya ujumbe chini ya kikao cha kabla ya likizo — na zilijaa kwenye ufunguzi: 58.66 milioni katika nusu saa ya kwanza dhidi ya 20.74 milioni saa 1:30 usiku na 33.7 milioni hadi kufunga. Nukuu chache kuliko Alhamisi, lakini sio pana zaidi:

UlizaMguso wakati wa ufunguzi wa pengo: wastani wa kuenea kwa nukuu na kiwango cha nukuu, 9:30–9:42 ET dhidi ya udhibiti wa mchana (dakika 12 kila moja)
SQL halisi nyuma ya kila namba
SELECT
    ticker,
    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 >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00'), 2) AS open_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 >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 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 >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00')
        - 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 >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 2) AS spread_delta_bps,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00') / 1e3, 1) AS open_updates_k,
    round(countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00') / 1e3, 1) AS midday_updates_k,
    round(countIf(sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 13:42:00') / countIf(sip_timestamp >= '2026-07-06 17:30:00' AND sip_timestamp < '2026-07-06 17:42:00'), 1) AS quote_rate_ratio,
    round(count() / 1e6, 2) AS session_updates_m,
    countIf(bid_price <= 0 OR ask_price <= 0 OR bid_price > ask_price) AS dropped_invalid_quotes
FROM global_markets.cache_stocks_quotes
WHERE ticker IN ('DIA', 'IWM', 'MSFT', 'MU', 'QQQ', 'SNDK', 'SPY', 'STX', 'TSLA', 'WDC')
  AND sip_timestamp >= '2026-07-06 13:30:00' AND sip_timestamp < '2026-07-06 20:00:00'
GROUP BY ticker
ORDER BY ticker

Mpangilio wa ofa na ofa ni gharama ya kuvuka, katika pointi za msingi za bei ya katikati — 1 bp ni senti kwenye hisa ya $100. Hakuna jina lililokaguliwa lililonukuliwa kwa ukali zaidi katika dakika kumi na mbili za kwanza za pengo kuliko mchana, na mguso wa SPY ulikuwa sawa katika zote mbili (0.27 bps, 0 bps ya mabadiliko) hata iliponukuliwa upya 3x kwa kasi zaidi kwenye ufunguzi. Adhabu ya upana iliangukia kwenye majina moja, sio fedha za fahirisi: SanDisk ililipa zaidi (+12.9 bps, 8.16 hadi 21.07), MU +3.63, TSLA +2.89, dhidi ya 0.42 bps ya QQQ kwenye mguso wa 0.83 bps. Seagate anajibu "si kila kitu kina ukwasi?": 30.94 bps pana kwenye ufunguzi, zaidi ya mara mia ya mguso wa SPY.

UlizaWastani wa kuenea kwa nukuu uliopimwa kwa sasisho la SPY: Julai 6 ukilinganishwa na mwezi uliopita (nafasi 1 = nyembamba zaidi)
SQL halisi nyuma ya kila namba
SELECT
    round(anyIf(avg_spread_cents, d = toDate('2026-07-06')), 3) AS jul6_avg_spread_cents,
    arrayCount(x -> x < anyIf(avg_spread_cents, d = toDate('2026-07-06')), groupArrayIf(avg_spread_cents, d != toDate('2026-07-06'))) + 1 AS tightness_rank,
    count() AS sessions_compared,
    round(max(avg_spread_cents), 3) AS widest_session_cents,
    round(avgIf(avg_spread_cents, d != toDate('2026-07-06')), 3) AS other_sessions_avg_cents,
    replaceAll(formatDateTime(min(d), '%M %e, %Y'), '  ', ' ') AS first_session,
    sum(dropped_invalid) AS dropped_invalid_quotes
FROM (
    SELECT toDate(toTimeZone(sip_timestamp, 'America/New_York')) AS d,
           avgIf(toFloat64(ask_price - bid_price), bid_price > 0 AND ask_price >= bid_price) * 100 AS avg_spread_cents,
           countIf(NOT (bid_price > 0 AND ask_price >= bid_price)) AS dropped_invalid
    FROM global_markets.cache_stocks_quotes
    WHERE ticker = 'SPY'
      AND sip_timestamp >= toDateTime('2026-06-04 00:00:00')
      AND sip_timestamp < toDateTime('2026-07-07 00:00:00')
      AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
    GROUP BY d
)

Katika siku nzima ya kawaida, Julai 6 ilikuwa kikao kikali zaidi cha SPY katika mwezi uliopita: wastani wa nukuu iliyopimwa kwa sasisho wa 1.815 senti, cheo 1 kati ya 21 vikao tangu June 4, 2026, dhidi ya mwezi wenye wastani wa 2.337 senti na kufikia 2.865 kwa upana wake mkubwa zaidi. Hesabu ya nukuu iliyopunguzwa na likizo bado ilimpa mnunuzi wa fahirisi mguso wa bei nafuu zaidi kwenye ubao.

Viwango: mkondo tulivu katika wikendi mrefu

UlizaMviringo wa hazina: Julai 6 dhidi ya chapisho la Julai 2 (muda wa kukomaa uliojazwa tu)
SQL halisi nyuma ya kila namba
SELECT
    t.1 AS curve_point,
    round(t.2, 2) AS jul6_yield_pct,
    round((t.2 - t.3) * 100) AS session_change_bp
FROM (
    SELECT arrayJoin([
        ('1 month',  toFloat64(d.yield_1_month),  toFloat64(p.yield_1_month)),
        ('3 month',  toFloat64(d.yield_3_month),  toFloat64(p.yield_3_month)),
        ('1 year',   toFloat64(d.yield_1_year),   toFloat64(p.yield_1_year)),
        ('2 year',   toFloat64(d.yield_2_year),   toFloat64(p.yield_2_year)),
        ('5 year',   toFloat64(d.yield_5_year),   toFloat64(p.yield_5_year)),
        ('10 year',  toFloat64(d.yield_10_year),  toFloat64(p.yield_10_year)),
        ('30 year',  toFloat64(d.yield_30_year),  toFloat64(p.yield_30_year)),
        ('2s10s spread', toFloat64(d.yield_10_year - d.yield_2_year), toFloat64(p.yield_10_year - p.yield_2_year))
    ]) AS t
    FROM (SELECT * FROM global_markets.treasury_yields WHERE date = '2026-07-06') AS d,
         (SELECT * FROM global_markets.treasury_yields WHERE date = '2026-07-02') AS p
)

Mkondo haukubadilika sana katika wikendi mrefu. Dhamana ya miaka 10 ilikaa 4.48% na upanuzi wa 2s10s 0.35 asilimia, zote zikiwa ndani ya nukta msingi moja au mbili za kuchapishwa kwa Julai 2; dhamana ya miezi 3 ndiyo pekee iliyobadilika kwa kiasi kikubwa ikiwa 5 nukta msingi.

Kalenda nyuma ya siku hii

UlizaKalenda ya shirika na mtiririko wa habari wa Julai 6, katika safu moja (ikijumuisha ukuta wa mgawanyiko wa kinyuma nyuma ya mtego wa kichujio)
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (count(), uniqExact(publisher))
        FROM global_markets.stocks_news
        WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-06'
    ) AS news,
    (
        SELECT (argMax(t, n), 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')) = '2026-07-06'
            )
            WHERE t != 'SPCX'
            GROUP BY t
        )
    ) AS top_news
SELECT
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-06') AS ex_dividend_records,
    (SELECT count() FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS splits_executed,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS reverse_splits,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06') AS forward_splits,
    (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date = '2026-07-06') AS ipos_listed,
    (SELECT uniqExact(accession_number) FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS sec_filings,
    (SELECT uniqExactIf(accession_number, form_type = '4') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS insider_form4_filings,
    (SELECT uniqExactIf(accession_number, form_type = '8-K') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06') AS filings_8k,
    news.1 AS news_articles,
    news.2 AS news_publishers,
    top_news.1 AS most_covered_ticker,
    top_news.2 AS most_covered_articles

118 rekodi za gawio zilienda bila gawio, 15 migawanyiko ilitekelezwa, 0 orodha mpya zilifika, na fahirisi ya SEC ilirekodi 3161 mawasilisho — 1219 Fomu 4, 201 8-K — kitabu chepesi kuliko Alhamisi iliyotangulia likizo. Mlipuko wa habari ulibeba 236 makala, jina lililotajwa zaidi NVDA kwa 25.

Ukuta wa mgawanyiko wa nyuma nyuma ya skrini za mwendo

14 ya mgawanyiko 15 ilikuwa mgawanyiko wa nyuma — ujumuishaji wa hisa, wengi kwa bei chini ya dola moja — dhidi ya 1 mbele. Mgawanyiko wa nyuma hubadilisha hisa nyingi za zamani kuwa moja kwa bei ya juu sawia, ambayo skrini isiyorekebishwa inaripoti kama "faida" ya tarakimu tatu ambapo hakuna chochote kilichopatikana. Ukuta wote:

UlizaKila mgawanyiko uliotekelezwa Julai 6, pamoja na kufunga kwake kabla na baada ya marekebisho (mgawanyiko usio na mkanda wa kikao cha kawaida pande zote mbili umeondolewa)
SQL halisi nyuma ya kila namba
SELECT
    s.ticker AS ticker,
    toFloat64(s.split_from) AS old_shares,
    toFloat64(s.split_to) AS new_shares,
    round(toFloat64(s.split_from) / toFloat64(s.split_to), 0) AS old_shares_per_new,
    p.prev_close AS jul2_close,
    d.day_close AS jul6_close,
    round((d.day_close / p.prev_close - 1) * 100, 1) AS unadjusted_pct_chg
FROM (
    SELECT ticker, any(split_from) AS split_from, any(split_to) AS split_to
    FROM global_markets.stocks_splits
    WHERE execution_date = '2026-07-06'
    GROUP BY ticker
) s
INNER JOIN (
    SELECT ticker, round(toFloat64(argMax(close, window_start)), 2) AS prev_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00'
      AND ticker IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06')
    GROUP BY ticker
    HAVING prev_close > 0
) p ON s.ticker = p.ticker
INNER JOIN (
    SELECT ticker, round(toFloat64(argMax(close, window_start)), 2) AS day_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00'
      AND ticker IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date = '2026-07-06')
    GROUP BY ticker
    HAVING day_close > 0
) d ON s.ticker = d.ticker
ORDER BY unadjusted_pct_chg DESC, ticker ASC

Kila moja ya safu 12 ni ujumuishaji unaochapisha "faida" ya tarakimu tatu au zaidi kwenye mkanda ghafi — kutoka 31450% juu (ujumuishaji wa 200-kwa-1, bei ya kufunga isiyorekebishwa $0.02 hadi $6.31) hadi 226.1% kwenye uwiano mdogo zaidi (3-kwa-1). Sehemu ya katikati ya jedwali ni kisa bora cha kufundishia: mgawanyiko wa nyuma wa 10-kwa-1 ulibeba bei ya kufunga isiyorekebishwa ya TXXS kutoka $2.35 Alhamisi hadi $24.34 Jumatatu — hisa kumi za zamani zikikua moja, si mkusanyiko wa mara kumi. Kichujio cha mabadiliko ya bei ghafi kinaweka jedwali hili lote juu ya kila mwendo halisi; chetu kinatenga mgawanyiko. Alhamisi, mgawanyiko wa mbele wa CRWD ulighushi kinyume, ajali.

Kikao, kimehakikiwa — cha kwanza kurudi kutoka mapumziko

UlizaUkaguzi wa kikao: muda wa baa ya dakika ya SPY uliozingatiwa, kufunga kwa Julai 3, na ijayo kwenye kalenda
SQL halisi nyuma ya kila namba
SELECT
    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 >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00') AS regular_session_bars,
    uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00') AS day_sessions,
    (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,
    (SELECT replaceAll(formatDateTime(min(date), '%M %e, %Y'), '  ', ' ') FROM global_markets.stocks_market_holidays WHERE date > '2026-07-06' AND status = 'closed') AS next_closure_date,
    (SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-06' AND status = 'closed') AS next_closure_name
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-06 00:00:00' AND window_start < '2026-07-07 00:00:00'

Julai 6 kilikuwa kikao kamili, si kufungwa mapema: baa za SPY zinaanza 04:00 hadi 19:59 saa za New York ikiwa na baa 390 za dirisha la kawaida. Ijumaa iliyotangulia, Julai 3, ilichapisha 0 baa za SPY — kufungwa kamili kwa Siku ya Uhuru, Julai 4 ikiwa Jumamosi. Kufungwa kufuata: Labor Day, September 7, 2026. Wiki ya vikao vinne kabla ya mapumziko imepimwa katika muhtasari wa wiki.

Maswali Yanayoulizwa Mara kwa Mara

Je, soko la hisa lilifanyaje kazi tarehe 6 Julai 2026?

ETF zote nne kubwa za fahirisi zilifunga juu zaidi — QQQ 1.39%, SPY 0.87%, IWM 0.45%, DIA 0.42% — huku 62.4% ya majina yenye ukwasi yakiwa yanapanda, sehemu kubwa ikiwa ni pengo la usiku.

Ni sekta gani iliongoza tarehe 6 Julai 2026?

Teknolojia (XLK) iliongoza kati ya ETF kumi na moja za sekta kwa 1.71%, huku upande wa ulinzi ukiwa chini kwa -1.08% — tofauti kati ya bora na mbaya zaidi ya asilimia 2.79 pointi, mara kadhaa ya mwendo wa 0.87% wa kifuatiliaji cha S&P.

Je, soko la hisa lilikuwa wazi Siku ya Uhuru 2026?

Hapana. Julai 4 ilianguka siku ya Jumamosi, na soko la hisa liliadhimisha Siku ya Uhuru siku ya Ijumaa Julai 3 — kufungwa kulikothibitishwa hapo juu na baa za dakika 0 za SPY zilizochapishwa. Julai 6 ilikuwa kikao cha kwanza cha kurudi.

Kwa nini baadhi ya hisa zilionyesha faida kubwa za siku moja tarehe 6 Julai?

Mikato ya hisa 14 ilitekelezwa. Kuunganisha hisa nyingi za zamani kuwa moja kwa bei ya juu sawia kunafanya skrini isiyorekebishwa kuripoti "faida" ya mamia ya asilima ambapo thamani ya nafasi ya mwenye hisa haijabadilika — majina 12 hapo juu yote ni ya aina hiyo.

Je, mwanya ulikuwa mpana wakati wa kufungua kwa pengo?

Katika hisa moja tu. Mwanya wa wastani ulionukuliwa wa SPY katika dakika kumi na mbili za kwanza ulikuwa pointi za msingi 0.27, sawa na kiwango chake cha mchana; SanDisk ilinukuliwa pointi za msingi 12.9 pana zaidi kuliko mchana.

Vidokezo vya data

  • Kiasi cha dola ni kiwakilishi cha dakika — bei ya kufunga ikizidishwa na kiasi kilichojumlishwa kwa upau wa dakika.
  • Kikapu cha sekta ni mbinu iliyotangazwa, si uga wa muuzaji: ETF kumi na moja kubwa za sekta za S&P (XLB, XLC, XLE, XLF, XLI, XLK, XLP, XLRE, XLU, XLV, XLY), seti hiyo hiyo katika kila kikao.
  • Mienendo iliyonukuliwa ni wastani wa (shirikishi − mwombaji) ÷ katikati kwa nukuu halali za pande mbili; nukuu za upande mmoja, sifuri na zilizovuka hutupwa na kuhesabiwa katika paneli.
  • Orodha moja ya ishara iliyotumika tena imetengwa kutoka kwa nyadhifa za mgongo ikisubiri uthibitishaji wa chombo (stakabadhi).

Mbinu

  • Kipindi ni kikao kimoja cha biashara (1 kikao, kilichothibitishwa kutoka kwa pau zilizozingatiwa). Nyakati huhifadhiwa kwa UTC na kubadilishwa kuwa wakati wa New York ndani ya maswali. "Kufunga" kunamaanisha pau ya dakika ya mwisho ya kikao cha kawaida; mabadiliko ya siku yanalinganisha Julai 6 na Julai 2 — kikao cha awali kuvuka kufungwa kwa Julai 3, kilichothibitishwa kutoka kwa pau, kamwe hakikudhaniwa.
  • Desimali hutupwa kwa sehemu za 64-bit kabla ya hesabu za uwiano. Paneli husomwa mara moja, wakati wa uandishi, kupitia njia ya kusoma iliyozuiliwa.

Kila paneli ni matokeo ya swala lililohifadhiwa — chati, jedwali, na SQL ni kitu kimoja. Bandika yoyote kati yao kwenye terminal ya Strasmore na uifanye yako mwenyewe. Kikao kilichopita: Julai 2. Kijacho: Julai 7.

#recap#daily#spy#qqq#market structure