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

soko la hisa Julai 9 2026 muhtasari

Vifaa vya chip vilifunguka juu kisha kufifia, mega-caps zilifunguka chini kisha kurudi nyuma, soko likageuka kijani, lakini NVDA ilifunga nyekundu.

Alhamisi, Julai 9, 2026 ilibeba ukali wake katika dakika moja — na dakika hiyo ilikuja kabla ya kengele ya ufunguzi. Majina ya vifaa vya chip tayari yalikuwa juu zaidi ya kufunga kwa Jumatano katika biashara ya kabla ya soko, huku META ikiwa -3.16% chini yake; chapisho la 9:30 liliidhinisha zote mbili. Siku hiyo basi ilifungua sehemu ya ufunguzi wake: mapengo ya chip yakafifia, META ikapanda hadi kurudi kabisa, na tape ikamaliza 71.5% kwa kijani — kikao kikubwa zaidi cha wiki. NVDA, kijani tangu msukosuko wa Jumanne, ilifunga nyekundu. Kila namba hapa chini imesomwa kutoka kwa hoja iliyohifadhiwa.

Kilichoweka wazi soko

Mapengo hayakufanywa saa 9:30. Kati ya saa 4:00 asubuhi na 9:29 asubuhi kwa saa za Mashariki, soko la kabla ya saa (premarket) lilikuwa tayari limeweka bei upya kwa majina haya, na ufunguzi ulitokea kwenye kiwango hicho.

UlizaNjia ya kabla ya soko, 4:00-9:29 asubuhi ET: chapisho la mwisho kabla ya soko dhidi ya kufunga kwa Jumatano, na ufunguzi uliofuata
SQL halisi nyuma ya kila namba
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    formatDateTime(first_pm_bar, '%H:%i') AS first_premkt_bar_et,
    round(premkt_last, 2) AS premkt_last,
    round((premkt_last / prior_close - 1) * 100, 2) AS premkt_pct,
    round(premkt_shares / 1e3, 1) AS premkt_shares_k,
    round((day_open / prior_close - 1) * 100, 2) AS gap_pct,
    round((day_open / premkt_last - 1) * 100, 2) AS open_vs_premkt_pct
FROM (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')) AS prior_close,
        minIf(toTimeZone(window_start, 'America/New_York'), window_start >= '2026-07-09 08:00:00' AND window_start < '2026-07-09 13:30:00') AS first_pm_bar,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 08:00:00' AND window_start < '2026-07-09 13:30:00')) AS premkt_last,
        sumIf(toFloat64(volume), window_start >= '2026-07-09 08:00:00' AND window_start < '2026-07-09 13:30:00') AS premkt_shares,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00')) AS day_open
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ', 'KLAC', 'LRCX', 'META', 'NVDA')
      AND ((window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')
        OR (window_start >= '2026-07-09 08:00:00' AND window_start < '2026-07-09 20:00:00'))
    GROUP BY ticker
)
ORDER BY ticker

Chapisho la mwisho la kabla ya soko la KLAC lilikuwa +8.49% juu ya kufunga kwa Jumatano na lilifungua +8.14%; LRCX ilikimbia +9.64% hadi ufunguzi wa +9.67%; META ilichapisha -3.16% na kufungua -3.16%. Soma open_vs_premkt_pct: zote sita zilifungua ndani ya asilimia moja ya bei yao ya mwisho ya kabla ya soko. NVDA ndiyo ya pekee — 0.16% usiku kucha kwenye hisa 3741.7k, kiasi kikubwa zaidi cha kabla ya soko kati ya sita na mwendo mdogo zaidi (biashara ya kabla ya soko na baada ya saa).

Je, kulikuwa na kichocheo? Data zetu hazitaji chochote

Muhtasari unapaswa kueleza kilichosogeza hisa. Hapa majedwali yetu hayataji chochote: mfumo wa habari na faharasa ya uwasilishaji kwa SEC vyote havina kitu kwa majina manne yaliyopata pengo kubwa zaidi.

UlizaVichocheo vilivyotajwa kwenye faili: makala za habari na uwasilishaji wa SEC kwa jina, kufunga kwa Jumatano hadi Alhamisi
SQL halisi nyuma ya kila namba
SELECT
    ticker,
    toUInt32(sum(overnight_articles)) AS overnight_articles,
    toUInt32(sum(session_articles)) AS session_articles,
    toUInt32(sum(sec_filings)) AS sec_filings,
    toUInt32(sum(filings_8k)) AS filings_8k
FROM (
    SELECT
        arrayJoin(['AMD', 'KLAC', 'LRCX', 'META', 'MSFT', 'MU', 'NVDA', 'TER', 'WDC']) AS ticker,
        toUInt64(0) AS overnight_articles, toUInt64(0) AS session_articles,
        toUInt64(0) AS sec_filings, toUInt64(0) AS filings_8k
    UNION ALL
    SELECT
        arrayJoin(tickers) AS ticker,
        countIf(published_utc < '2026-07-09 13:30:00') AS overnight_articles,
        countIf(published_utc >= '2026-07-09 13:30:00') AS session_articles,
        toUInt64(0) AS sec_filings, toUInt64(0) AS filings_8k
    FROM global_markets.stocks_news
    WHERE published_utc >= '2026-07-08 20:00:00' AND published_utc < '2026-07-09 20:00:00'
    GROUP BY ticker
    UNION ALL
    SELECT
        ticker, toUInt64(0), toUInt64(0),
        count() AS sec_filings,
        countIf(form_type = '8-K') AS filings_8k
    FROM global_markets.stocks_sec_edgar_index
    WHERE filing_date >= '2026-07-08' AND filing_date <= '2026-07-09'
    GROUP BY ticker
)
WHERE ticker IN ('AMD', 'KLAC', 'LRCX', 'META', 'MSFT', 'MU', 'NVDA', 'TER', 'WDC')
GROUP BY ticker
ORDER BY ticker

0 makala ya usiku, 0 wakati wa siku, 0 uwasilishaji kwa SEC kwa KLAC — safu mlalo tupu sawa kwa LRCX, TER na WDC. NVDA, ambayo haikupata pengo, ilibeba utangazaji mzito zaidi kati ya hizo tisa (7 usiku, 9 wakati wa siku) na kufunga kwa nyekundu. Hii ni umakini wa mfumo mmoja wa habari, si vyombo vya habari vya dunia, na safu mlalo isiyopo si uthibitisho wa tukio lisilopo — lakini hakuna kitu katika data zetu kinachotaja sababu, na "sababu haijulikani" ni jibu kamili.

Ubao wa alama

Kila mabadiliko yanalinganisha upau wa dakika ya mwisho wa kikao cha kawaida cha Julai 9 na ule wa Jumatano; safu zimepangwa kialfabeti, hivyo kila ETF inabaki katika nafasi yake isiyobadilika.

UlizaSPY / QQQ / DIA / IWM — Julai 9 dhidi ya kufunga kwa Julai 8, 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 >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 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
FROM sess s LEFT JOIN prior p ON s.ticker = p.ticker
ORDER BY ticker

Zote nne zimefunga kwa kijani. QQQ iliongoza kwa +1.67% — pengo la +0.99% pamoja na kupanda kwa +0.68%; IWM ya kampuni ndogo ilichukua +1.29%, SPY +0.85% hadi $751.64, DIA ilifuata nyuma kwa +0.29%. Ukuaji mbele, Dow nyuma.

Je, siku hiyo ilikuwa ya kawaida?

Katika kiwango cha fahirisi, hapana: QQQ kufunga kwa +1.67% ikilinganishwa na kufunga kulikuwa 10 kati ya 21 vikao vilivyopita kwa ukubwa, wakati SPY kufungua hadi kufunga 8 kati ya 22. Msukosuko ulikuwa kati ya vikundi vya siku hiyo.

UlizaSPY / QQQ mwendo wa siku katika muktadha wa nyuma (~vikao 22)
SQL halisi nyuma ya kila namba
SELECT
    round(anyIf(cc_pct, ticker = 'QQQ' AND d = toDate('2026-07-09')), 2) AS qqq_close_over_close_pct,
    arrayCount(x -> x > abs(anyIf(cc_pct, ticker = 'QQQ' AND d = toDate('2026-07-09'))), groupArrayIf(abs(cc_pct), ticker = 'QQQ' AND d != toDate('2026-07-09'))) + 1 AS qqq_abs_move_rank,
    countIf(ticker = 'QQQ' AND isFinite(cc_pct)) AS qqq_sessions_compared,
    round(anyIf(oc_pct, ticker = 'SPY' AND d = toDate('2026-07-09')), 2) AS spy_open_to_close_pct,
    arrayCount(x -> x > abs(anyIf(oc_pct, ticker = 'SPY' AND d = toDate('2026-07-09'))), groupArrayIf(abs(oc_pct), ticker = 'SPY' AND d != toDate('2026-07-09'))) + 1 AS spy_abs_move_rank,
    countIf(ticker = 'SPY') AS spy_sessions_compared,
    toString(min(d)) AS first_session
FROM (
    SELECT ticker, d,
           if(isFinite(close_px / lagInFrame(close_px) OVER (PARTITION BY ticker ORDER BY d) - 1),
              (close_px / lagInFrame(close_px) OVER (PARTITION BY ticker ORDER BY d) - 1) * 100, NULL) 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('2026-06-08 13:30:00')
          AND window_start < toDateTime('2026-07-10 00:00:00')
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        GROUP BY ticker, d
    )
)

Upana: kikao kipana zaidi cha wiki

UlizaUpana wa mkanda wa kioevu: hisa za kupanda Julai 9 dhidi ya Julai 8, kichujio cha $1M biashara
SQL halisi nyuma ya kila namba
SELECT
    countIf(close_9 > close_8 AND close_8 > 0 AND dv_9 >= 1000000) AS advancers,
    countIf(close_9 < close_8 AND close_8 > 0 AND dv_9 >= 1000000) AS decliners,
    countIf(close_9 = close_8 AND close_8 > 0 AND dv_9 >= 1000000) AS unchanged,
    countIf(close_8 > 0 AND close_9 > 0 AND dv_9 >= 1000000) AS liquid_tickers,
    countIf(close_8 > 0 AND close_9 > 0) AS traded_both_sessions,
    countIf(close_8 > 0 AND close_9 > 0) - countIf(close_8 > 0 AND close_9 > 0 AND dv_9 >= 1000000) AS dropped_by_liquidity_filter,
    round(100.0 * countIf(close_9 > close_8 AND close_8 > 0 AND dv_9 >= 1000000) / countIf(close_8 > 0 AND close_9 > 0 AND dv_9 >= 1000000), 1) AS advancer_pct,
    round(100.0 * countIf(close_8 > close_7 AND close_7 > 0 AND dv_8 >= 1000000) / countIf(close_8 > 0 AND close_7 > 0 AND dv_8 >= 1000000), 1) AS jul8_advancer_pct
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-07 13:30:00' AND window_start < '2026-07-07 20:00:00')) AS close_7,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')) AS close_8,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00')) AS close_9,
           sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00') AS dv_9,
           sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00') AS dv_8
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-07 13:30:00' AND window_start < '2026-07-09 20:00:00'
    GROUP BY ticker
)

4263 waendelezaji dhidi ya 1631 wapunguzaji — sehemu ya waendelezaji ya 71.5% baada ya 29.6% Jumatano, hesabu sawa, kichujio kilekile cha $1M-biashara (5385 ya 11351 majina huanguka chini yake). Ikilinganishwa na wiki nzima:

UlizaWiki hadi sasa: mwendo wa fahirisi na hisa za kupanda kwa kila kikao kilichokamilika
SQL halisi nyuma ya kila namba
WITH per_day AS (
    SELECT ticker,
           toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           argMax(toFloat64(close), window_start) AS c,
           sum(toFloat64(close) * toFloat64(volume)) AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-09 20:00:00'
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
    GROUP BY ticker, d
),
lagged AS (
    SELECT ticker, d, c, dv,
           lagInFrame(c) OVER (PARTITION BY ticker ORDER BY d) AS prev_c
    FROM per_day
)
SELECT
    toString(d) AS date,
    round(anyIf((c / prev_c - 1) * 100, ticker = 'SPY'), 2) AS spy_pct,
    round(anyIf((c / prev_c - 1) * 100, ticker = 'QQQ'), 2) AS qqq_pct,
    round(100.0 * countIf(c > prev_c AND prev_c > 0 AND dv >= 1000000) / countIf(c > 0 AND prev_c > 0 AND dv >= 1000000), 1) AS advancer_pct,
    countIf(c > 0 AND prev_c > 0 AND dv >= 1000000) AS liquid_names
FROM lagged
WHERE d >= toDate('2026-07-06')
GROUP BY d
ORDER BY d

Jumatatu ilianza kwa 62.4% waendelezaji, Jumanne na Jumatano zilishuka hadi 33.9% na 29.6%, na 71.4% ya Alhamisi ndiyo ya juu zaidi kati ya vikao vinne vilivyokamilika vya wiki (Ijumaa Julai 10 inakuja baada ya muhtasari huu). QQQ pia ilifuata: -1.82% Jumanne, 0.25% Jumatano, +1.67% Alhamisi.

Zaidi ya chipu: jinsi soko lilivyofanya biashara kwa ujumla

Upana wa soko unaonyesha hisa nyingi zilipanda; haimaanishi kwamba mteremko ulikuwa sawa. Hapa chini: kikapu chenye uzito sawa cha majina matatu ya kioevu kwa kila sekta, kikapu kile kile kinachotangazwa kila siku.

UlizaVikundi nane vya sekta vilivyotangazwa, majina matatu kila moja: Julai 9 kufunga-kwa-kufunga, uzani sawa
SQL halisi nyuma ya kila namba
SELECT
    sector,
    count() AS names,
    round(avg(pct_chg), 2) AS avg_pct_chg,
    round(min(pct_chg), 2) AS worst_name_pct,
    round(max(pct_chg), 2) AS best_name_pct,
    round(avg(pct_chg) - max(avg(pct_chg)) OVER (), 2) AS gap_to_best_sector_pct
FROM (
    SELECT
        ticker,
        multiIf(ticker IN ('AMD', 'AVGO', 'KLAC'), 'Semiconductors',
                ticker IN ('AAPL', 'MSFT', 'GOOGL'), 'Big tech',
                ticker IN ('JPM', 'BAC', 'GS'), 'Financials',
                ticker IN ('CAT', 'HON', 'GE'), 'Industrials',
                ticker IN ('XOM', 'CVX', 'COP'), 'Energy',
                ticker IN ('JNJ', 'UNH', 'PFE'), 'Healthcare',
                ticker IN ('KO', 'PG', 'WMT'), 'Staples',
                'Utilities') AS sector,
        (toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'))
         / toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')) - 1) * 100 AS pct_chg
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AMD', 'AVGO', 'KLAC', 'AAPL', 'MSFT', 'GOOGL', 'JPM', 'BAC', 'GS', 'CAT', 'HON', 'GE',
                     'XOM', 'CVX', 'COP', 'JNJ', 'UNH', 'PFE', 'KO', 'PG', 'WMT', 'NEE', 'DUK', 'SO')
      AND window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-09 20:00:00'
    GROUP BY ticker
)
GROUP BY sector
ORDER BY avg_pct_chg DESC

Semiconductors iliongoza kwa +4.24%, Energy ilifuata nyuma kwa -2.01% — tofauti ya -6.25-point (gap_to_best_sector_pct). Sekta ya fedha ilikuwa kikapu chenye nguvu zaidi kisicho cha chipu kwa +1.88%; Bidhaa za Msingi (-0.91%), Huduma (-0.96%) na Nishati zilifunga kwa nyekundu. Teknolojia kubwa (AAPL, MSFT na GOOGL) ilikuwa na wastani wa +0.17% tulivu. Mabadiliko makubwa zaidi ya siku kutoka kufungua hadi kufunga, mteremko wa META wa +8.1%, upo nje ya vikapu vyote vinane; ndani ya hiki, mteremko wa MSFT wa -2.25% wakati wa kufungua hadi kufunga kwa +0.33% ulikuwa mzunguko mkali zaidi.

Ufunguzi wa semiconductor, na kushuka kwa bei kulikofuata

gap_pct ni ufunguzi dhidi ya kufunga kwa Jumatano; intraday_pct ni muda uliosalia wa siku. Safu zimepangwa kialfabeti.

UlizaMajina kumi na nne ya chip: pengo wakati wa ufunguzi dhidi ya siku iliyobaki, Julai 9
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-09 00:00:00')) AS prior_close,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-09 00:00:00')) AS day_open,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 00:00:00')) AS day_close,
        maxIf(toFloat64(high), window_start >= '2026-07-09 00:00:00') AS day_high,
        minIf(toFloat64(low), window_start >= '2026-07-09 00:00:00') AS day_low,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-09 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AMD', 'AVGO', 'INTC', 'KLAC', 'LRCX', 'MRVL', 'MU', 'NVDA', 'SNDK', 'SOXL', 'SOXS', 'STX', 'TER', 'WDC')
      AND ((window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')
        OR (window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_open, 2) AS day_open,
    round(day_close, 2) AS day_close,
    round((day_open / prior_close - 1) * 100, 2) AS gap_pct,
    round((day_close / day_open - 1) * 100, 2) AS intraday_pct,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    day_dollar_bn
FROM per_name
ORDER BY ticker

KLAC ilifungua +8.14% juu ya kufunga kwa Jumatano, kisha ikapoteza -3.98%; LRCX ilifungua +9.67% na ikashuka -3.26%; TER (+7.87%) na WDC (+7.89%) zilifuata muundo uleule. MU iliruka +7.07%, ikateleza -2.56%, bado ikafunga +4.33% kwa 33.56B — jina zito zaidi la soko kwa kipindi cha pili mfululizo (muhtasari wa Jumatano una la kwanza). AMD na SNDK zilikuwa tofauti: AMD iliongeza 1.75% baada ya ufunguzi wa +3.87% kumalizia +5.68%, na SNDK, tayari +6.14% wakati wa ufunguzi, iliongeza 1.23% nyingine kufunga +7.45%. Na NVDA: ufunguzi wa +0.16% — hakuna pengo — hadi kufunga kwa -0.68%.

UlizaMapokezi: Julai 9 hesabu za kijani/nyekundu kwenye majina kumi na nne, na mageuzo ya siku mbili ya NVDA
SQL halisi nyuma ya kila namba
SELECT
    countIf(close_9 > close_8) AS jul9_green,
    countIf(close_9 < close_8) AS jul9_red,
    countIf(close_8 > close_7) AS jul8_green,
    round(anyIf((close_9 / close_8 - 1) * 100, ticker = 'NVDA'), 2) AS nvda_jul9_pct,
    round(anyIf((close_8 / close_7 - 1) * 100, ticker = 'NVDA'), 2) AS nvda_jul8_pct,
    count() AS names_counted
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-07 13:30:00' AND window_start < '2026-07-07 20:00:00')) AS close_7,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')) AS close_8,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00')) AS close_9
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AMD', 'AVGO', 'INTC', 'KLAC', 'LRCX', 'MRVL', 'MU', 'NVDA', 'SNDK', 'SOXL', 'SOXS', 'STX', 'TER', 'WDC')
      AND window_start >= '2026-07-07 13:30:00' AND window_start < '2026-07-09 20:00:00'
    GROUP BY ticker
)

12 kati ya kumi na nne zilifunga kwa kijani; 2 kufunga nyekundu zilikuwa kinyume cha muundo — kimuundo siku ya kupanda — na NVDA kwa -0.68%, siku moja baada ya kufunga +3.66%. Jina kubwa zaidi la chip katika soko lilijitenga na sherehe ya sekta yake huku likibeba habari nyingi zaidi.

Upande mwingine: hisa kubwa zilifungua kwa kushuka na kupanda tena

UlizaMega-caps nane na ulinzi: pengo wakati wa ufunguzi dhidi ya siku iliyobaki, Julai 9
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-09 00:00:00')) AS prior_close,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-09 00:00:00')) AS day_open,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-09 00:00:00')) AS day_close,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-09 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AAPL', 'AMZN', 'CVX', 'GOOGL', 'JNJ', 'META', 'MSFT', 'TSLA')
      AND ((window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-08 20:00:00')
        OR (window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'))
    GROUP BY ticker
)
SELECT
    ticker,
    round(prior_close, 2) AS prior_close,
    round(day_open, 2) AS day_open,
    round(day_close, 2) AS day_close,
    round((day_open / prior_close - 1) * 100, 2) AS gap_pct,
    round((day_close / day_open - 1) * 100, 2) AS intraday_pct,
    round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
    day_dollar_bn
FROM per_name
ORDER BY ticker

Saba kati ya nane zilifungua chini ya bei ya kufunga ya Jumatano; kile kilichofuata kinawagawa. META ilifungua ikiwa imeshuka -3.16% na kupanda +8.1% hadi kufunga kwa 4.69% — mabadiliko makali zaidi ya kufungua hadi kufunga kwenye ukurasa huu. MSFT ilifungua ikiwa imeshuka -2.25% na kupona hadi +0.33%; AMZN (+1.4%) na AAPL (+0.93%) zilifuata mwelekeo huo; TSLA haikuwa na pengo na kupanda hadi +3.21%. Majina yaliyobaki chini hayakuwa ya ukuaji: GOOGL (-0.76%), CVX (-1.06%), JNJ (-1.62%). Kwa nini hisa hufungua kwa pengo usiku inaelezea utaratibu huo.

Ambapo fedha zilifanyika biashara

UlizaSita bora kwa dola zilizofanyiwa biashara, nne bora kwa hisa zilizofanyiwa biashara — Julai 9 saa za kawaida
SQL halisi nyuma ya kila namba
SELECT leaderboard, ticker, dollar_volume_bn, shares_m,
    round(1000 * dollar_volume_bn / shares_m, 2) AS implied_avg_price,
    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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
    ORDER BY shares_m DESC
    LIMIT 4
)
ORDER BY leaderboard, pct_of_board_leader DESC

MU iliongoza bodi ya dola tena kwa 33.56B, ikizidi SPY (24.37B), NVDA (21.28B) na SNDK (20.59B) — kumbukumbu katika nafasi mbili kati ya nne za juu. Bodi ya hisa ni soko tofauti: SOXS iliongoza kwa 558.1M hisa, bei iliyodokezwa $3.91 (kiasi cha jamaa).

UlizaHisa kwa ndoo ya dakika 30 ET, saa za kawaida, na % ya ndoo kubwa zaidi ya siku
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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'
GROUP BY et_time
ORDER BY et_time

U halisi: ndoo ya ufunguzi ilibeba 1.79B hisa (91.4% ya kubwa zaidi), unyonge wa mchana 0.64B, na mnada wa kufunga nusu saa ulikuwa mkubwa zaidi wa siku kwa 1.96B. Hata kwa siku iliyofanywa wakati wa ufunguzi wake, kiasi cha biashara kiliishia wakati wa ufunguzi wake.

Kanda ya chaguzi

UlizaMkanda wa chaguzi: chapisho, mikataba, % ya wito, sehemu ya 0DTE dhidi ya Jumatano, mikataba bora
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (groupArray(und), groupArray(strike), groupArray(typ), groupArray(vol), groupArray(avg_px), groupArray(is_0dte))
        FROM (
            SELECT any(underlying_symbol) AS und, any(toFloat64(strike_price)) AS strike, any(option_type) AS typ,
                   sum(size) AS vol, round(avg(toFloat64(price)), 3) AS avg_px,
                   if(substring(ticker, length(ticker) - 14, 6) = '260709', 1, 0) AS is_0dte
            FROM global_markets.options_trades
            WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'
            GROUP BY ticker
            ORDER BY vol DESC
            LIMIT 3
        )
    ) AS top3,
    (
        SELECT round(toFloat64(argMax(close, window_start)), 2)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY' AND window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'
    ) AS spy_regular_close,
    (
        SELECT round(toFloat64(sum(size)) / 1e6, 2)
        FROM global_markets.options_trades
        WHERE sip_timestamp >= '2026-07-08 00:00:00' AND sip_timestamp < '2026-07-09 00:00:00'
    ) AS jul8_contracts_m,
    (
        SELECT round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260708') / sum(size), 1)
        FROM global_markets.options_trades
        WHERE sip_timestamp >= '2026-07-08 00:00:00' AND sip_timestamp < '2026-07-09 00:00:00'
    ) AS jul8_pct_0dte
SELECT
    round(count() / 1e6, 2) AS option_prints_m,
    round(toFloat64(sum(size)) / 1e6, 2) AS contracts_m,
    jul8_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) = '260709') / sum(size), 1) AS pct_0dte,
    jul8_pct_0dte,
    spy_regular_close,
    top3.1[1] AS top1_und, top3.2[1] AS top1_strike, top3.3[1] AS top1_type,
    round(toFloat64(top3.4[1]) / 1e3, 1) AS top1_contracts_k, top3.5[1] AS top1_avg_px, top3.6[1] AS top1_is_0dte,
    top3.1[2] AS top2_und, top3.2[2] AS top2_strike, top3.3[2] AS top2_type, top3.6[2] AS top2_is_0dte,
    top3.1[3] AS top3_und, top3.2[3] AS top3_strike, top3.3[3] AS top3_type, top3.6[3] AS top3_is_0dte,
    round(toFloat64(top3.2[1]) - spy_regular_close, 2) AS top1_moneyness
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'

Kanda ilibeba 9.99M chapa na 58.85M mikataba — chini ya 63.26M ya Jumatano — simu kwa 58% ya kiasi, sehemu ya 0DTE ikishuka hadi 28.7% kutoka 38.7%. Mikataba mitatu iliyokuwa na shughuli nyingi zaidi ilikuwa simu zote za SPY za siku hiyo hiyo — 751C (846.6K mikataba, wastani $0.526), 752C na 750C — ngazi kuzunguka kufunga kwa SPY kwa $751.64 (chaguzi za 0DTE inaelezea bidhaa).

Ua au dau? Ua hununua strikes mbali na pesa; dau hununua upande unaotaka.

UlizaChaguzi za SPY siku hiyo hiyo (0DTE): mikataba kwa umbali wa strike kutoka bei ya kufunga
SQL halisi nyuma ya kila namba
WITH (
    SELECT toFloat64(argMax(close, window_start))
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'SPY' AND window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00'
) AS spy_close
SELECT
    multiIf(dist < -2, 'Strike >2% below close',
            dist < -0.5, 'Strike 0.5-2% below',
            dist <= 0.5, 'Strike within 0.5%',
            dist <= 2, 'Strike 0.5-2% above',
            'Strike >2% above close') AS strike_bucket,
    round(toFloat64(sumIf(size, option_type = 'C')) / 1e3, 1) AS call_contracts_k,
    round(toFloat64(sumIf(size, option_type = 'P')) / 1e3, 1) AS put_contracts_k,
    round(100.0 * sumIf(size, option_type = 'C') / sum(size), 1) AS call_share_pct
FROM (
    SELECT option_type, size, (toFloat64(strike_price) / spy_close - 1) * 100 AS dist
    FROM global_markets.options_trades
    WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'
      AND underlying_symbol = 'SPY'
      AND substring(ticker, length(ticker) - 14, 6) = '260709'
)
GROUP BY strike_bucket
ORDER BY min(dist)

Kanda ya siku hiyo hiyo ilikuwa kwenye pesa: 3768.9k simu na 2563.3k weka ndani ya nusu asilimia ya kufunga (59.5% simu). Mbawa ziligawanyika kwa mwelekeo — chini ya kufunga, 1356.5k weka dhidi ya 255.4k simu (1.2% sehemu ya simu zaidi chini); juu yake, simu zilichukua 91.6% ya ndoo nyembamba zaidi ya 29.1k. Kiasi cha mbawa kilikuwa kwenye strikes za chini, ambapo ulinzi hununuliwa: ngazi kwenye pesa, si ya juu.

Kanda ya nukuu

UlizaHesabu ya sasisho la NBBO la hisa: Julai 9 dhidi ya Julai 8, na sasisho za ticker zilizotajwa (mamilioni)
SQL halisi nyuma ya kila namba
SELECT
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09')) / 1e6, 2) AS jul9_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-08')) / 1e6, 2) AS jul8_updates_m,
    round((countIf(toDate(sip_timestamp) = toDate('2026-07-09')) / countIf(toDate(sip_timestamp) = toDate('2026-07-08')) - 1) * 100, 1) AS day_over_day_pct,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09') AND ticker = 'SPY') / 1e6, 2) AS jul9_spy_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09') AND ticker = 'QQQ') / 1e6, 2) AS jul9_qqq_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09') AND ticker = 'NVDA') / 1e6, 2) AS jul9_nvda_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09') AND ticker = 'TSLA') / 1e6, 2) AS jul9_tsla_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09') AND ticker = 'MU') / 1e6, 2) AS jul9_mu_updates_m
FROM global_markets.cache_stocks_quotes
WHERE sip_timestamp >= '2026-07-08 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'

Ukweli ulio tulivu zaidi wa siku hiyo: 383.44M sasisho za NBBO kwenye kanda ya hisa, -27.7% ikilinganishwa na Jumatano. Ukali ulijikita katika viwango vya bei, si katika mabadiliko kwenye mguso. QQQ iliongoza ticker zilizotajwa kwa 4.35M, ikizidi 2.71M za SPY na 1.83M za NVDA.

UlizaSPY / QQQ / NVDA / TSLA / MU / SNDK / AVGO: wastani wa kuenea kwa nukuu ya RTH katika pointi za msingi
SQL halisi nyuma ya kila namba
SELECT
    ticker,
    round(quantileExact(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000), 2) AS median_spread_bps
FROM global_markets.cache_stocks_quotes
WHERE ticker IN ('SPY', 'QQQ', 'NVDA', 'TSLA', 'MU', 'SNDK', 'AVGO')
  AND sip_timestamp >= '2026-07-09 13:30:00' AND sip_timestamp < '2026-07-09 20:00:00'
  AND bid_price > 0 AND ask_price > 0 AND ask_price > bid_price
GROUP BY ticker
ORDER BY median_spread_bps ASC

Uenezi wa wastani wa nukuu za SPY ulichapisha 0.27 bps, QQQ 0.42, NVDA 0.99 — namba za kawaida. Mkia mpana zaidi: MU kwa 4.23 bps, SNDK kwa 8.79 bps (uenezi wa bei ya ununuzi na uuzaji ni gharama inayopimwa na hili).

UlizaWastani wa kuenea kwa nukuu ya SPY RTH katika muktadha wa mwezi uliopita
SQL halisi nyuma ya kila namba
SELECT
    round(anyIf(avg_spread_cents, d = toDate('2026-07-09')), 3) AS jul9_avg_spread_cents,
    arrayCount(x -> x < anyIf(avg_spread_cents, d = toDate('2026-07-09')), groupArrayIf(avg_spread_cents, d != toDate('2026-07-09'))) + 1 AS tightness_rank,
    count() AS sessions_compared,
    round(min(avg_spread_cents), 3) AS tightest_session_cents,
    round(max(avg_spread_cents), 3) AS widest_session_cents,
    toString(min(d)) AS first_session
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
    FROM global_markets.cache_stocks_quotes
    WHERE ticker = 'SPY'
      AND sip_timestamp >= toDateTime('2026-06-08 00:00:00')
      AND sip_timestamp < toDateTime('2026-07-10 00:00:00')
      AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
    GROUP BY d
)

Uenezi wa wastani wa nukuu za SPY wa 2.071 senti uliorodheshwa 10 kati ya 22 vikao vya nyuma, ndani ya safu ya senti 1.8092.865: hakuna msongo katika nukuu, hata katika ufunguzi huo.

UlizaMkanda wa NBBO wa chaguzi: sasisho zote dhidi ya mkanda wa hisa, pamoja na sehemu ya mzizi wa SPY
SQL halisi nyuma ya kila namba
WITH
    (SELECT count() FROM global_markets.cache_options_quotes WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00') AS jul9_options_rows,
    (SELECT count() FROM global_markets.cache_stocks_quotes WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00') AS jul9_stock_quote_rows
SELECT
    round(jul9_options_rows / 1e9, 2) AS jul9_options_bn,
    round(jul9_options_rows / jul9_stock_quote_rows, 1) AS options_to_stock_ratio,
    round((SELECT count() FROM global_markets.cache_options_quotes WHERE ticker >= 'O:SPY26' AND ticker < 'O:SPY27' AND sip_timestamp >= '2026-07-09 13:30:00' AND sip_timestamp < '2026-07-09 20:00:00') / 1e6, 0) AS jul9_spy_options_m

Kanda ya nukuu za chaguo ilibeba 6.9 bilioni sasisho za NBBO — 18× kanda ya hisa, mzizi wa SPY pekee kwa 242M.

Viwango: Chapisho la Julai 9

UlizaHali ya chapisho la Hazina: safu za Julai 9 kwenye rekodi, na mkunjo wa Julai 8 (ya hivi punde wakati wa uandishi)
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.treasury_yields WHERE date = '2026-07-09') AS jul9_print_rows,
    toString(any(date)) AS latest_print_date,
    round(toFloat64(any(yield_2_year)), 2) AS latest_2y_pct,
    round(toFloat64(any(yield_10_year)), 2) AS latest_10y_pct,
    round(toFloat64(any(yield_30_year)), 2) AS latest_30y_pct,
    round(toFloat64(any(yield_10_year)) - toFloat64(any(yield_2_year)), 2) AS latest_2s10s_pct
FROM global_markets.treasury_yields
WHERE date = '2026-07-09'

Chapisho la hazina la Julai 9 lilifika baada ya uandishi, kwa ucheleweshaji wa kawaida wa faili ya mavuno ya kila siku — safu ya 1 sasa imerekodiwa. Mviringo wa siku hiyo (2026-07-09): miaka 2 4.16%, miaka 10 4.54%, miaka 30 5.05%, 2s10s 0.38 pointi — miaka 2 ikipungua kutoka alama ya Julai 8 huku mwisho mrefu ukibaki sawa.

Kalenda nyuma ya siku hiyo

UlizaEx-divs, mgawanyiko, uwasilishaji wa SEC, umakini wa habari
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (count(), uniqExact(publisher))
        FROM global_markets.stocks_news
        WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-09'
    ) AS news,
    (
        SELECT (argMax(t, (n, t)), max(n), max(n) - arraySort(x -> -x, groupArray(n))[2])
        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')) = '2026-07-09'
            )
            WHERE t != 'SPCX'
            GROUP BY t
        )
    ) AS top_news
SELECT
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-09') AS ex_dividend_records,
    (SELECT count() FROM global_markets.stocks_splits WHERE execution_date = '2026-07-09') AS splits_executed,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-09') AS reverse_splits,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-09') AS forward_splits,
    (SELECT countIf(form_type = '424B2') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-09') AS fil_424b2,
    (SELECT countIf(form_type = '4') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-09') AS fil_form4,
    (SELECT countIf(form_type = '8-K') FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-09') AS fil_8k,
    (SELECT count() FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-09') AS fil_total,
    news.1 AS news_articles, news.2 AS news_publishers,
    top_news.1 AS top_news_ticker, top_news.2 AS top_news_n, top_news.3 AS top_news_lead_over_next,
    if(top_news.1 = 'NVDA', 1, 0) AS top_news_is_nvda

Kalenda ya kawaida chini ya ufunguzi usio wa kawaida: rekodi 127 za kujiondoa gawio, 5 mgawanyiko wa nyuma, 1 mgawanyiko wa mbele, 2979 uwasilishaji kwa SEC (623 Fomu 4, 605 424B2, 149 8-K). Mlisho uliendesha makala 184 kwa wachapishaji 3; ticker iliyotajwa zaidi NVDA, makala 20, 8 mbele ya jina linalofuata.

Kwenye Dawati

Kutoka kwenye meza zetu wenyewe — ukweli kuhusu kikao kijacho, si utabiri.

UlizaInayofuata: kikao kijacho, ratiba yake ya ex-dividend, ngazi ya kumalizika kwa SPY, na saa ya riba fupi
SQL halisi nyuma ya kila namba
SELECT
    toString(min(d)) AS next_session_date,
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date = '2026-07-10') AS next_session_holiday_rows,
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-10') AS ex_div_records_next,
    (SELECT countIf(ticker IN ('AAPL', 'MSFT', 'JNJ', 'KO', 'PG', 'XOM', 'CVX', 'JPM', 'WMT', 'PEP', 'HON', 'CAT'))
     FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-10') AS household_ex_div_next,
    (SELECT round(toFloat64(sum(size)) / 1e6, 2) FROM global_markets.options_trades
     WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'
       AND underlying_symbol = 'SPY' AND substring(ticker, length(ticker) - 14, 6) = '260710') AS spy_next_expiry_contracts_m,
    (SELECT round(toFloat64(sum(size)) / 1e6, 2) FROM global_markets.options_trades
     WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'
       AND underlying_symbol = 'SPY' AND substring(ticker, length(ticker) - 14, 6) = '260717') AS spy_monthly_expiry_contracts_m,
    (SELECT toString(max(settlement_date)) FROM global_markets.stocks_short_interest) AS latest_short_settlement,
    (SELECT count() FROM global_markets.stocks_short_interest WHERE settlement_date = '2026-07-15') AS jul15_short_rows
FROM (
    SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'SPY' AND window_start >= '2026-07-10 00:00:00' AND window_start < '2026-07-14 00:00:00'
)

Kikao kijacho ni 2026-07-10, 0 safu za likizo dhidi yake: Ijumaa ya kawaida. 153 kampuni zinatoa gawio asubuhi hiyo, 0 kutoka kwenye orodha yetu ya majina maarufu. Mwisho wa SPY wa Ijumaa ndio mzito zaidi wa mbele uliofanyiwa biashara tayari — 1.66M mikataba mnamo Julai 9 ikilinganishwa na 0.57M dhidi ya mwisho wa mwezi wa Julai. Saa ya riba fupi: makazi ya hivi karibuni kwenye faili 2026-06-30, 0 safu bado hazijawasilishwa kwa katikati ya Julai — FINRA inachapisha takriban siku nane za kazi baada ya makazi (kwa nini riba fupi iko na wiki mbili za nyuma).

Kikao, kilichothibitishwa

UlizaUthibitishaji wa kikao: bar ya kwanza/ya mwisho ya SPY ET, hesabu ya baa za kawaida, mapokezi ya likizo, kufunga kwa pili
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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00') AS regular_session_bars,
    uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00') AS day_sessions,
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date = '2026-07-09') AS jul9_holiday_rows,
    (SELECT toString(min(date)) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-09' AND status = 'closed') AS next_closure_date,
    (SELECT concat(monthName(min(date)), ' ', toString(toDayOfMonth(min(date))), ', ', toString(toYear(min(date))))
     FROM global_markets.stocks_market_holidays WHERE date > '2026-07-09' AND status = 'closed') AS next_closure_label,
    (SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-09' AND status = 'closed') AS next_closure_name
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-09 00:00:00' AND window_start < '2026-07-10 00:00:00'

Kikao kamili cha kawaida: upau wa kwanza wa SPY 04:00 ET, wa mwisho 19:59 ET, 390 upau wa dakika za kawaida, hakuna safu ya likizo. Kufungwa kwa pili: Labor Day, September 7, 2026.

Maswali Yanayoulizwa Mara kwa Mara

Nini kilitokea katika soko la hisa mnamo Julai 9, 2026?

Kila ETF ya fahirisi ilifunga juu zaidi — QQQ +1.67%, IWM +1.29%, SPY +0.85%, DIA +0.29%, 71.5% ya hisa zenye ukwasi zilikuwa juu. Hisa za vifaa vya chip ziliruka juu kwa pengo kisha zikafifia; mega-cap ziliruka chini kwa pengo kisha zikapona.

Kwa nini hisa za vifaa vya chip kama KLAC na LRCX ziliruka mnamo Julai 9, 2026?

Data yetu haitaji sababu: hakuna makala na hakuna uwasilishaji kwa SEC kwa KLAC, LRCX, TER au WDC kuanzia kufunga kwa Jumatano hadi Alhamisi. Harakati hiyo ilikuwa tayari imewekewa bei kabla ya soko, kabla ya 9:30 asubuhi kwa saa za Mashariki.

Kwa nini NVDA ilianguka wakati sekta ya chip ilipanda?

NVDA ilifunga -0.68% wakati 12 ya majina kumi na nne ya chip yalifunga kijani. Haikuwa na pengo kamwe (0.16% wakati wa kufungua) na ilikuwa ticker iliyotajwa zaidi kwa 20 makala — utokeaji pamoja ulikuwa rekodi, sababu haipo katika data hii.

Je, Julai 9, 2026 ilikuwa siku isiyo ya kawaida kwa soko?

Siyo katika kiwango cha fahirisi: harakati ya QQQ iliorodheshwa 10 kati ya 21 vikao vilivyopita kwa ukubwa, spread ya wastani ya SPY 10 kati ya 22. Mtawanyiko chini yake ulikuwa: -6.25 pointi kati ya kikapu bora na kibaya zaidi cha sekta.

Vidokezo vya data

Saa za kawaida ni 13:3020:00 UTC (9:30 asubuhi–4:00 jioni kwa saa za Mashariki); paneli ya kabla ya soko hutumia 08:00–13:30 UTC. Vikapu vinane vya sekta vimechaguliwa kwa uangalifu na vina uzani sawa — majina matatu yenye ukwasi kila moja, kila ticker umeorodheshwa katika SQL ya paneli hiyo. Hiyo ni mbinu iliyotangazwa, si uainishaji wa muuzaji: majina matatu yanajisemea yenyewe, si kwa sekta nzima. Paneli ya kichocheo huhesabu mlisho wetu wa habari na faharasa ya EDGAR pekee.

Vidokezo kamili vya data

Paneli za kila ticker zimepangwa kialfabeti, kwa hivyo kila rejeleo la maandishi linaelekeza kwenye safu mlalo isiyobadilika; jedwali la viongozi limepangwa kwa thamani, kila madai ya nafasi yana mipaka. Chapisho la hazina na suluhu la ufupisho wa mauzo katikati ya Julai vimefungwa kwa safu mlalo sifuri — kuwasili kwao kunashikilia chapisho hili kwa uandikaji upya.

Mbinu

  • Vyanzo: kila paneli ya SQL inataja majedwali yake yenyewe — mkusanyiko wa dakika, akiba za NBBO za hisa na chaguzi, biashara za chaguzi, mlisho wetu wa habari, faharasa ya EDGAR, gawio, riba fupi, likizo, mavuno ya hazina.
  • Mikataba: halisi ghafi za UTC katika WHERE, lebo za ET tu katika SELECT; pengo = bei ya ufunguzi wa bar ya kwanza ya kawaida ÷ bei ya kufunga ya awali ya kawaida − 1; takwimu za kipindi cha awali na wiki ya awali hukokotolewa ndani ya swali, hazichukuliwi kutoka kwa chapisho la awali. Ghala kufikia Julai 13, 2026.