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

soko la hisa Julai 10 2026 NVDA META MU

NVDA iliongoza soko baada ya kutokuwepo Alhamisi, META iliongezeka, MU ilipoa, hisa ndogo zilipungua, na fahirisi hazikubadilika sana. Takwimu za Ijumaa.

Ijumaa, Julai 10, 2026 ilikuwa tendo la tatu la mzunguko huo: NVDA, chipu iliyokosa sherehe ya sekta ya Alhamisi, iliamka na kuongoza soko zima — +4.04% kwa 26.56B ya dola zilizouzwa, jina zito zaidi la kikao. META ilikimbia +6.02% juu ya mabadiliko ya Alhamisi, wakati MU, monster ya kiasi cha wiki, hatimaye ilipoa (-1.19%). Fahirisi hazikuonyesha lolote kati ya hayo: SPY +0.43%, QQQ +0.32%, na hisa ndogo zilifunga nyekundu. Kila nambari hapa chini inasomwa kutoka kwa swala lililohifadhiwa — panua paneli yoyote kwa SQL halisi.

Ubao wa matokeo

Kila mabadiliko yanalinganisha wimbo wa mwisho wa dakika ya kikao cha kawaida cha Julai 10 na Alhamisi Julai 9 — vikao vya biashara vinavyofuatana. Safu zimepangwa kialfabeti, kwa hivyo kila ETF inabaki katika nafasi yake isiyobadilika.

UlizaSPY / QQQ / DIA / IWM — Julai 10 dhidi ya kufunga Julai 9, 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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 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 >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 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

Tatu kati ya nne zilifunga kwa kijani, hakuna hata moja iliyofanya hivyo kwa kiwango kikubwa: SPY +0.43% hadi $754.9, QQQ +0.32% (kushuka kwa ufunguzi wa -0.34% kulionunuliwa tena wakati wa siku), DIA +0.3%. La pekee lilikuwa IWM kwa -0.44% — hisa ndogo, nyota za Alhamisi, zilirudisha faida zao huku upande wa hisa kubwa ukibeba siku. Mgawanyiko huo wa ukubwa ndio tofauti iliyo wazi zaidi ya siku; huku nakala zote za hazina bado zikiwa njiani, upande wake wa viwango bado haujarekodiwa.

Je, siku hiyo ilikuwa ya kawaida?

Mabadiliko ya SPY kutoka ufunguzi hadi kufunga ya +0.38% yaliorodheshwa 11 kati ya 22 vikao vilivyopita kwa ukubwa kamili — siku ya tatu mfululizo ambapo hatua kali za hisa moja-moja zilijumlisha kuwa siku ya kati ya fahirisi.

UlizaMwenendo wa siku ya SPY katika muktadha wa nyuma (~vikao 22, kufungua hadi kufunga)
SQL halisi nyuma ya kila namba
SELECT
    round(anyIf(oc_pct, d = toDate('2026-07-10')), 2) AS spy_open_to_close_pct,
    arrayCount(x -> x > abs(anyIf(oc_pct, d = toDate('2026-07-10'))), groupArrayIf(abs(oc_pct), d != toDate('2026-07-10'))) + 1 AS spy_abs_move_rank,
    count() AS spy_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('2026-06-09 13:30:00')
      AND window_start < toDateTime('2026-07-11 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
    GROUP BY d
)

Upana: kurudi kwenye tape iliyogawanyika

UlizaUpana wa mkanda wa kioevu: hisa za kupanda Julai 10 dhidi ya Julai 9, kichujio cha $1M-biashara
SQL halisi nyuma ya kila namba
SELECT
    countIf(close_10 > close_9 AND close_9 > 0 AND dv_10 >= 1000000) AS advancers,
    countIf(close_10 < close_9 AND close_9 > 0 AND dv_10 >= 1000000) AS decliners,
    countIf(close_9 > 0 AND close_10 > 0 AND dv_10 >= 1000000) AS liquid_tickers,
    round(100.0 * countIf(close_10 > close_9 AND close_9 > 0 AND dv_10 >= 1000000) / countIf(close_9 > 0 AND close_10 > 0 AND dv_10 >= 1000000), 1) AS advancer_pct,
    round(100.0 * countIf(close_9 > close_8 AND close_8 > 0 AND dv_9 >= 1000000) / countIf(close_9 > 0 AND close_8 > 0 AND dv_9 >= 1000000), 1) AS jul9_advancer_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 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,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) AS close_10,
           sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00') AS dv_10,
           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
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-08 13:30:00' AND window_start < '2026-07-10 20:00:00'
    GROUP BY ticker
)

Baada ya mwinuko wa 71.5% Alhamisi iliyopita, sehemu ya hisa zinazopanda ilirudi nyuma hadi 54.4% — 3191 zikipanda, 2580 zikishuka kwenye tape ya ukwasi. Siku ya kijani ya fahirisi yenye upana wa chini kabisa: faida zilijikita kwenye majina makubwa zaidi. Usomaji wa vitendo: faida inayozingatia mtaji kwenye tape iliyogawanyika inaelezea majina yake mazito zaidi, si hisa ya kawaida — mkusanyiko unaoonekana, si utabiri.

Kichwa cha habari cha siku: zamu ya NVDA

Safu zimepangwa kwa alfabeti, hivyo kila jina linabaki katika nafasi yake maalum — majina kumi yanayojumuisha kundi la chip na makampuni makubwa.

UlizaMajina kumi yaliyofafanua kikao — pengo, ndani ya siku, kufunga, dola — Julai 10
SQL halisi nyuma ya kila namba
WITH per_name AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-10 00:00:00')) AS prior_close,
        toFloat64(argMinIf(open, window_start, window_start >= '2026-07-10 00:00:00')) AS day_open,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 00:00:00')) AS day_close,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-10 00:00:00') / 1e9, 2) AS day_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('AAPL', 'AMD', 'AMZN', 'GOOGL', 'INTC', 'META', 'MSFT', 'MU', 'NVDA', 'SNDK')
      AND ((window_start >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00')
        OR (window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 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

NVDA ilifunga +4.04% — siku yake bora zaidi ya wiki, siku moja baada ya kufunga kwa nyekundu wakati kila chip nyingine ilipanda (muhtasari wa Alhamisi una uthibitisho). META iliongeza +6.02% kwa 22.82B ya dola — siku mbili mfululizo za faida kubwa baada ya mabadiliko makali ya Alhamisi. Biashara ya kumbukumbu ilipoa: MU ilifunga -1.19% baada ya siku mbili nzito za kijani, na INTC ilirudi nyuma kwa -2.42%. SNDK (+3.1%) na AMD (+2.07%) ziliendelea kupanda. Makampuni mengine makubwa yalikuwa tulivu — AAPL -0.27%, MSFT +0.2%, AMZN -0.66% — siku ya hisa moja iliyovaa mavazi ya sekta.

Je, mwelekeo wa kupanda ulifikia sehemu nyingine za soko?

Mifuko kumi na moja ya sekta ya SPDR, kufunga kwa Ijumaa ikilinganishwa na Alhamisi:

UlizaETF za sekta kumi na moja za SPDR — kufunga Julai 10 dhidi ya kufunga Julai 9, saa za kawaida
SQL halisi nyuma ya kila namba
WITH per_etf AS (
    SELECT
        ticker,
        toFloat64(argMaxIf(close, window_start, window_start < '2026-07-10 00:00:00')) AS prior_close,
        toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 00:00:00')) AS day_close,
        round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-10 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 >= '2026-07-09 13:30:00' AND window_start < '2026-07-09 20:00:00')
        OR (window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 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,
    day_dollar_bn
FROM per_etf
ORDER BY ticker

Rangi ya kijani ilienea zaidi ya hadithi ya chip — na si mahali ambapo hadithi ya chip ingeiweka. Nyenzo (+1.21%), bidhaa za matumizi ya kawaida (+1.09%) na huduma za mawasiliano (+1%) — mfuko unaomiliki META — uliongoza jedwali, wakati teknolojia, nyumbani kwa hisa kuu ya siku hiyo huku MU na INTC zikiwa nyekundu ndani yake, iliongeza 0.24% tu. Huduma za afya ndio pekee zilizopungua kwa -0.79%. Hakuna mfuko wa sekta uliosogea hata pointi mbili: kumi kati ya kumi na moja zikiwa za kijani, zote zikiwa za kina kidogo, na mchezo wa kuigiza ukiwa kwenye majina moja moja.

Kile kichwa cha habari kilisema

Vipande vinaonyesha kilichosonga; kichwa cha habari kinaonyesha kilichoandikwa. Kila kichwa cha habari cha Julai 10 kilichowekewa lebo NVDA au META ambacho kichwa chake kinataja kampuni:

UlizaNVDA na META katika mkondo wa habari Julai 10 — kila kichwa cha habari kinachotaja kampuni
SQL halisi nyuma ya kila namba
SELECT
    formatDateTime(toTimeZone(published_utc, 'America/New_York'), '%H:%i') AS et_time,
    title,
    JSONExtractString(publisher, 'name') AS publisher
FROM global_markets.stocks_news
WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-10'
  AND (has(tickers, 'NVDA') OR has(tickers, 'META'))
  AND NOT has(tickers, 'SPCX')
  AND (positionCaseInsensitive(title, 'nvidia') > 0 OR positionCaseInsensitive(title, 'meta') > 0)
ORDER BY published_utc ASC, title ASC

Siku za mfululizo za META za kijani zilikuja na hadithi iliyoambatanishwa: waya ya GlobeNewswire ya usiku (03:05 ET) ilisifu kile kilichokiita uwekezaji wa kituo cha data cha Meta huko Alberta kuwa "wa kihistoria," na uundaji wa mchana wa Investing.com (12:03 ET) ulisoma "Vita vya Bei vya AI Vimezuka Huku Meta Ikijaribu Kununua Njia Yake Kuingia Mbele." NVDA haikuvuta kichwa chochote cha kichocheo: kipande pekee kilichotaja Nvidia (11:19 ET, The Motley Fool) kilikuwa maoni ya uthamini. Sifa hizo ni za wachapishaji; kutoka kwa mkanda pekee, sababu ya mwendo wa NVDA haijulikani — na kusema hivyo ni bora kuliko kuvumbua moja.

Ambapo fedha zilifanyika biashara

Uliza6 bora kwa dola zilizouzwa, 4 bora kwa hisa zilizouzwa — saa za kawaida Julai 10
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
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 >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 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 >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'
      AND ticker NOT IN ('SPCX')
    GROUP BY ticker
    ORDER BY shares_m DESC
    LIMIT 4
)
ORDER BY leaderboard, dollar_volume_bn DESC

Kampuni tatu za juu kwenye ubao wa dola zilikamilisha zikiwa ndani ya bilioni moja kwa kila moja — NVDA kwa 26.56B, SPY kwa 26.29B, MU kwa 25.9B — huku NVDA ikichukua taji baada ya MU kutawala kwa vipindi viwili. META kwa 22.82B ilizidi QQQ kwa biashara — hisa moja ikichapisha dola nyingi kuliko fahirisi inayozishikilia. Ikiwa imekwama katika nafasi ya #5: ticker ambayo haikuwepo siku iliyotangulia — sehemu inayofuata.

Kichwa kingine: mkanda wa kwanza wa orodha kubwa

Ijumaa pia ilikuwa siku ya kwanza — orodha kubwa zaidi ya Marekani tangu toleo la SpaceX mwezi Juni: hisa za SK Hynix Inc za Marekani zilianza kufanya biashara chini ya alama mpya kabisa na mara moja zikaorodheshwa miongoni mwa majina mazito zaidi kwenye mkanda:

UlizaKikao cha kwanza cha SK Hynix: rekodi ya kuorodheshwa dhidi ya mkanda — Julai 10, 2026
SQL halisi nyuma ya kila namba
SELECT
    (SELECT round(toFloat64(final_issue_price), 2) FROM global_markets.stocks_ipos
     WHERE issuer_name = 'SK Hynix Inc' AND listing_date = '2026-07-10') AS recorded_issue_price,
    (SELECT round(total_offer_size / 1e9, 1) FROM global_markets.stocks_ipos
     WHERE issuer_name = 'SK Hynix Inc' AND listing_date = '2026-07-10') AS raised_bn,
    round(toFloat64(argMinIf(open, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')), 2) AS first_rth_open,
    round(100 * (toFloat64(argMinIf(open, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'))
        / (SELECT toFloat64(final_issue_price) FROM global_markets.stocks_ipos
           WHERE issuer_name = 'SK Hynix Inc' AND listing_date = '2026-07-10') - 1), 1) AS open_vs_issue_pct,
    round(toFloat64(argMaxIf(close, window_start, window_start < '2026-07-10 20:00:00')), 2) AS regular_close,
    round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00') / 1e9, 2) AS rth_dollar_bn,
    round(sum(toFloat64(volume)) / 1e6, 1) AS day_shares_m,
    (SELECT count() FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SKHYV' AND window_start < '2026-07-10 00:00:00') AS bars_before_debut
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SKHYV' AND window_start >= '2026-07-10 04:00:00' AND window_start < '2026-07-11 00:00:00'

Rekodi za toleo zinaonyesha bei iliyorekodiwa ya $158.14 na 28.1B zilizokusanywa — ya pili kati ya orodha za Marekani za 2026 nyuma tu ya mpango wa SpaceX mwezi Juni, uliopokelewa chini kidogo. Chapisho la kwanza la kikao cha kawaida lilikuja kwa $170, 7.5% juu yake, na siku ilifunga kwa $168.33 kwa 18.03B ya dola za saa za kawaida — ya tano kwenye ubao wa siku hiyo, mbele ya QQQ, katika kikao chake cha kwanza. Risiti ya alama: baa za 0 zipo kwa ticker hii kabla ya Julai 10 — orodha mpya kweli, si alama iliyotumiwa tena. SK Hynix na Micron ni wakubwa wawili walioorodheshwa katika tasnia ya kumbukumbu — na MU, jina zito zaidi la wiki, lilipoa -1.19% katika kikao kile kile ambacho mstari wa Marekani wa mpinzani wake ulianza kufanya biashara. Muda wa pamoja, kwenye rekodi — kitabu cha mwanzilishi cha SpaceX kinaonyesha kile mwezi wa kwanza wa orodha unaweza kuongeza.

Ambapo nyongeza ya Ijumaa inakaa katika darasa la mwaka:

UlizaOrodha tano kubwa zaidi za Marekani za 2026 kwa dola zilizokusanywa
SQL halisi nyuma ya kila namba
SELECT
    issuer_name,
    toString(listing_date) AS listed,
    round(total_offer_size / 1e9, 1) AS raised_bn
FROM global_markets.stocks_ipos
WHERE listing_date >= '2026-01-01' AND listing_date < '2026-07-11'
  AND total_offer_size > 0
ORDER BY total_offer_size DESC, issuer_name ASC
LIMIT 5

Mpango wa SpaceX mwezi Juni ulikusanya $75B, orodha ya SK Hynix ya Ijumaa inakaa ya pili kwa $28.1B, na nafasi ya tatu (Cerebras Systems Inc, $5.6B) haiko karibu — hizo mbili za juu ni daraja lao wenyewe. Kitabu cha IPO cha H1 kina jedwali kamili.

Kanda ya chaguzi

UlizaMkanda wa chaguzi: mikataba, asilimia ya simu, sehemu ya 0DTE dhidi ya Alhamisi, mkataba bora — siku ya mwisho wa Ijumaa
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) = '260710', 1, 0) AS is_0dte
            FROM global_markets.options_trades
            WHERE sip_timestamp >= '2026-07-10 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00'
            GROUP BY ticker
            ORDER BY vol DESC
            LIMIT 2
        )
    ) AS top2,
    (
        SELECT round(toFloat64(argMax(close, window_start)), 2)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY' AND window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'
    ) AS spy_regular_close,
    (
        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'
    ) AS jul9_contracts_m,
    (
        SELECT round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260709') / sum(size), 1)
        FROM global_markets.options_trades
        WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-10 00:00:00'
    ) AS jul9_pct_0dte
SELECT
    round(count() / 1e6, 2) AS option_prints_m,
    round(toFloat64(sum(size)) / 1e6, 2) AS contracts_m,
    jul9_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) = '260710') / sum(size), 1) AS pct_0dte,
    jul9_pct_0dte,
    spy_regular_close,
    top2.1[1] AS top1_und, top2.2[1] AS top1_strike, top2.3[1] AS top1_type, top2.4[1] AS top1_contracts, top2.5[1] AS top1_avg_px, top2.6[1] AS top1_is_0dte,
    round(toFloat64(top2.2[1]) - spy_regular_close, 2) AS top1_moneyness
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-10 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00'

Ijumaa ilikuwa kipindi cha kumalizika kwa wiki, na kilijitokeza kama kipindi hicho: 65.59M mikataba — siku yenye shughuli nyingi zaidi ya chaguzi katika wiki — huku 0DTE sehemu ikiinuka hadi 48.7% kutoka 28.7% ya Alhamisi, alama ya Ijumaa ya kumalizika (wakati chaguzi zinamalizika inaonyesha kalenda). Wito ulichukua 59.4% ya kiasi. Mkataba mmoja mwenye shughuli nyingi zaidi: SPY 755C, mkataba wa siku hiyo hiyo ulioisha 0.1 kutoka kwa kufungwa kwa SPY kwa $754.9.

Kanda ya nukuu

UlizaHesabu ya sasisho la NBBO la hisa: Julai 10 dhidi ya Julai 9, pamoja na sasisho za hisa zilizotajwa (mamilioni)
SQL halisi nyuma ya kila namba
SELECT
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-10')) / 1e6, 2) AS jul10_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-09')) / 1e6, 2) AS jul9_updates_m,
    round((countIf(toDate(sip_timestamp) = toDate('2026-07-10')) / countIf(toDate(sip_timestamp) = toDate('2026-07-09')) - 1) * 100, 1) AS day_over_day_pct,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-10') AND ticker = 'SPY') / 1e6, 2) AS jul10_spy_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-10') AND ticker = 'QQQ') / 1e6, 2) AS jul10_qqq_updates_m,
    round(countIf(toDate(sip_timestamp) = toDate('2026-07-10') AND ticker = 'NVDA') / 1e6, 2) AS jul10_nvda_updates_m
FROM global_markets.cache_stocks_quotes
WHERE sip_timestamp >= '2026-07-09 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00'

Kanda ya nukuu za hisa ilibeba 402.21M sasisho za NBBO — 4.9% ikilinganishwa na Alhamisi, mzunguko wa kawaida wa Ijumaa. QQQ (4.28M) iliongoza hesabu zilizotajwa mbele ya SPY (2.48M) na NVDA (2.24M).

UlizaSPY / QQQ / NVDA / META / 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', 'META', 'MU', 'SNDK', 'AVGO')
  AND sip_timestamp >= '2026-07-10 13:30:00' AND sip_timestamp < '2026-07-10 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

SPY ilinukuu 0.27 bps wastani wa RTH kiasi cha kuenea, QQQ 0.55 bps, NVDA 0.96 bps — hakuna mkazo wowote katika nukuu, hata kwa uongozi unaobadilika chini.

UlizaMkanda wa NBBO wa chaguzi: jumla ya sasisho 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 >= '2026-07-10 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00') AS jul10_options_rows,
    (SELECT count() FROM global_markets.cache_stocks_quotes WHERE sip_timestamp >= '2026-07-10 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00') AS jul10_stock_quote_rows
SELECT
    round(jul10_options_rows / 1e9, 2) AS jul10_options_bn,
    round(jul10_options_rows / jul10_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 >= '2026-07-10 13:30:00' AND sip_timestamp < '2026-07-10 20:00:00') / 1e6, 0) AS jul10_spy_options_m

Kanda ya nukuu za chaguo ilikimbia 6.73 bilioni sasisho za NBBO — 16.7× kanda ya hisa — na mzizi wa SPY ukiwa na 243 milioni sasisho za saa za kawaida siku yake ya kukomaa.

Viwango: chapa zote mbili zimewekwa kwenye faili

UlizaHali ya uchapishaji wa Hazina: safu za Julai 9 na Julai 10 kwenye rekodi, na mkunjo wa Julai 8 (ya hivi karibuni wakati wa kuandika)
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.treasury_yields WHERE date = '2026-07-09') AS jul9_print_rows,
    (SELECT count() FROM global_markets.treasury_yields WHERE date = '2026-07-10') AS jul10_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
FROM global_markets.treasury_yields
WHERE date = '2026-07-10'

Chapa za hazina za Julai 9 na Julai 10 zilifika baada ya uandishi, kwa ucheleweshaji mrefu kuliko kipindi cha kawaida cha faili — safu 1 na 1 sasa zimewekwa kwenye rekodi. Mviringo wa Ijumaa (2026-07-10): miaka 2 4.21%, miaka 10 4.56%, miaka 30 5.06% — umerejea kwenye alama za Julai 8 baada ya kupungua kwa muda mfupi kwa miaka 2 Alhamisi. Safu zote za risiti zimefungwa kwa moja, kwa hivyo sehemu hii inabaki imefungwa kwenye chapa inazozitaja.

Kalenda nyuma ya siku hiyo

UlizaMchanganyiko wa ex-divs, mgawanyiko, habari, na uwasilishaji wa SEC Julai 10
SQL halisi nyuma ya kila namba
WITH
    (
        SELECT (count(), uniqExact(publisher))
        FROM global_markets.stocks_news
        WHERE toDate(toTimeZone(published_utc, 'America/New_York')) = '2026-07-10'
    ) AS news,
    (
        SELECT (argMax(t, (n, t)), 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')) = '2026-07-10'
            )
            WHERE t != 'SPCX'
            GROUP BY t
        )
    ) AS top_news,
    (
        SELECT (count(), uniqExact(cik), countIf(form_type = '4'), countIf(form_type = '424B2'), countIf(form_type = '8-K'), countIf(form_type = '13F-HR'), countIf(form_type = '10-Q'), countIf(form_type = '424B4' AND positionCaseInsensitive(issuer_name, 'hynix') > 0), countIf(form_type = '4') - (SELECT max(n) FROM (SELECT count() AS n FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-10' AND form_type != '4' GROUP BY form_type)))
        FROM global_markets.stocks_sec_edgar_index
        WHERE filing_date = '2026-07-10'
    ) AS fil
SELECT
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-10') AS ex_dividend_records,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-10') AS reverse_splits,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-10') AS forward_splits,
    fil.1 AS fil_total,
    fil.2 AS fil_filers,
    fil.3 AS fil_form4,
    fil.4 AS fil_424b2,
    fil.5 AS fil_8k,
    fil.6 AS fil_13f,
    fil.7 AS fil_10q,
    fil.8 AS skhyv_final_prospectus,
    fil.9 AS fil_form4_minus_next_form,
    news.1 AS news_articles, news.2 AS news_publishers,
    top_news.1 AS top_news_ticker, top_news.2 AS top_news_n

153 rekodi za mgao wa gawio (ex-dividend), 6 mgawanyiko wa nyuma (reverse split) na 4 mgawanyiko wa mbele (forward split) uliotekelezwa, na 154 makala za habari kutoka kwa 3 wachapishaji, huku NVDA ikiwa ticker iliyofunikwa zaidi ikiwa na makala 11. Fahirisi ya kila siku ya EDGAR ya SEC ina 3135 mawasilisho ya Julai 10, kutoka kwa 1778 wawasilishaji tofauti. Nyaraka za watu wa ndani ndizo zinazotawala mchanganyiko huo: 694 Fomu 4, ambayo ni mawasilisho ambayo afisa au mkurugenzi huwasilisha baada ya kununua au kuuza hisa za kampuni yao wenyewe (mawasilisho ya kawaida ya SEC yanaelezea kila moja). Sehemu iliyobaki ya mchanganyiko wa siku hiyo inajumuisha 532 nyongeza za bei za 424B2 (taarifa ya maelezo (prospectus) ambayo benki huwasilisha kwa kila hati mpya ya muundo (structured note)), 150 ripoti za sasa za 8-K, 99 ripoti za kila robo mwaka za 13F-HR za umiliki kutoka kwa wasimamizi wa taasisi, na 7 tu ripoti za robo mwaka za 10-Q, huku Julai 10 ikiwa kati ya misimu ya kuripoti.

Kichwa kingine cha habari cha siku hiyo kiliacha nyaraka zake. SK hynix Inc. iliwasilisha 424B4, ambayo ni taarifa ya maelezo (prospectus) ya mwisho yenye bei ambayo kampuni huwasilisha mara tu utoaji wake ukikamilika, katika kikao kile kile ambacho mstari wake wa Marekani ulianza kufanya biashara: 1 mawasilisho kama hayo yapo kwenye fahirisi ya Julai 10 chini ya jina la mtoaji huyo.

Je, hiyo ilikuwa siku yenye shughuli nyingi za mawasilisho? Wiki inatoa jibu.

UlizaUwasilishaji wa SEC kwa siku, wiki ya Julai 6 hadi Julai 10
SQL halisi nyuma ya kila namba
SELECT
    toString(filing_date) AS filing_date,
    count() AS filings,
    uniqExact(cik) AS filers
FROM global_markets.stocks_sec_edgar_index
WHERE filing_date >= '2026-07-06' AND filing_date < '2026-07-11'
GROUP BY filing_date
ORDER BY filing_date

Jumatatu Julai 6 ilikuwa fahirisi nzito zaidi ya wiki ikiwa na mawasilisho 5019, na Alhamisi ikiwa nyepesi zaidi ikiwa na 2979. Idadi ya Ijumaa ya 3135 iko katikati yao, kutoka kwa wawasilishaji 1778: siku ya kawaida kwenye mkanda wa nyaraka, bila kujali mkanda wa bei ulikuwa ukifanya nini.

Kwenye staha

Wiki ijayo, kutoka kwenye majedwali yale yale:

UlizaWiki ya Julai 13–17: kufungwa, gawio la nje, mgawanyiko, mwisho wa mwezi, na kuchelewa kwa riba fupi
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_market_holidays
     WHERE date >= '2026-07-13' AND date <= '2026-07-17') AS holiday_rows_next_week,
    (SELECT count() FROM global_markets.stocks_dividends
     WHERE ex_dividend_date >= '2026-07-13' AND ex_dividend_date <= '2026-07-17') AS exdiv_records_next_week,
    (SELECT countIf(ticker IN ('AAPL', 'MSFT', 'JPM', 'JNJ', 'XOM', 'KO', 'PG', 'WMT', 'CVX', 'HD'))
     FROM global_markets.stocks_dividends
     WHERE ex_dividend_date >= '2026-07-13' AND ex_dividend_date <= '2026-07-17') AS household_exdivs,
    (SELECT count() FROM global_markets.stocks_splits
     WHERE execution_date >= '2026-07-13' AND execution_date <= '2026-07-17') AS splits_next_week,
    round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260717') / sum(size), 1) AS jul17_expiry_pct_of_friday_volume,
    round(toFloat64(sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260717')) / 1e6, 2) AS jul17_expiry_contracts_m,
    (SELECT toString(max(settlement_date)) FROM global_markets.stocks_short_interest) AS latest_si_settlement,
    (SELECT dateDiff('day', max(settlement_date), toDate('2026-07-10')) FROM global_markets.stocks_short_interest) AS si_settlement_age_days
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-10 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00'

Jedwali la likizo lina safu 0 za Julai 13–17 — vipindi vitano kamili vya kazi vilivyoratibiwa, kufungwa kwa pili Labor Day (2026-09-07). Rekodi 640 za gawio zinaenda bila gawio — 0 kati ya majina kumi ya kaya yaliyokaguliwa — na mgawanyiko 41 unatekelezwa. Tarehe iliyowekwa alama ni Ijumaa, Julai 17: Ijumaa ya tatu, kumalizika kwa chaguzi za kila mwezi za Julai, na 17.8% ya kiasi cha chaguzi za Ijumaa (mikataba 11.69M) tayari iko kwenye kumalizika huko. Makazi mapya zaidi ya mauzo mafupi kwenye faili ni 2026-06-30, 10 siku za zamani — chapisho la katikati ya Julai linawasili kwa ucheleweshaji wa kawaida.

Kikao, kimehakikiwa

UlizaUthibitishaji wa kikao: bar ya kwanza/ya mwisho ya SPY ET, hesabu ya bar ya kawaida, risiti za likizo, kufungwa 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,
    countIf(window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00') AS regular_session_bars,
    uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00') AS day_sessions,
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date = '2026-07-10') AS jul10_holiday_rows,
    (SELECT toString(min(date)) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-10' AND status = 'closed') AS next_closure_date,
    (SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-10' AND status = 'closed') AS next_closure_name
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-10 00:00:00' AND window_start < '2026-07-11 00:00:00'

Kikao cha kawaida kamili: upau wa kwanza wa SPY 04:00 ET, wa mwisho 19:59 ET, 390 pau za saa za kawaida, kikao cha 1 kwenye dirisha, hakuna safu ya sikukuu. Kufungwa kwa pili kwa ratiba: Labor Day tarehe 2026-09-07.

Maswali Yanayoulizwa Mara kwa Mara

Je, soko la hisa lilifanyaje siku ya Ijumaa, Julai 10, 2026?

SPY ilifunga +0.43%, QQQ +0.32%, DIA +0.3%; IWM ya kampuni ndogo ilishuka -0.44%, na ni 54.4% pekee ya ticker zenye ukwasi zilipanda — kiashiria cha kijani cha wastani kwenye soko lililogawanyika.

Kwa nini hisa ya Nvidia ilipanda Julai 10, 2026?

NVDA ilifunga +4.04% kwa dola bilioni 26.56 za biashara, jina zito zaidi la kikao, siku moja baada ya kukaa nje ya mkusanyiko wa chip. Mfumo wetu wa habari haukuwa na kichwa cha habari cha kichochezi kwake; sababu haijulikani kutoka kwa data hii.

Je, IPO kubwa zaidi ya 2026 hadi sasa ilikuwa ipi?

Kwa fedha zilizokusanywa, orodha ya Juni ya SpaceX kwa dola bilioni 75. Kuanza kwa SK Hynix Julai 10 kunashika nafasi ya pili kwa dola bilioni 28.1.

Je, Julai 10, 2026 ilikuwa siku ya kumalizika kwa chaguzi?

Ndiyo — mwisho wa wiki wa Ijumaa: mikataba ya 0DTE ilichukua 48.7% ya kiasi cha chaguzi, kutoka 28.7% Alhamisi. Mwisho unaofuata wa mwezi ni Ijumaa, Julai 17.

Vidokezo vya data

Vipande vinavyotajwa kwa kila alama ya hisa (ticker) vimepangwa kwa alfabeti ili marejeleo ya maandishi yaweze kuelekeza kwenye safu mlalo zisizobadilika; orodha za viongozi zimepangwa kwa thamani, na madai ya nafasi yamewekewa mipaka ya uhalali kama vizingiti. Risiti moja ya kuwasili kwa data ni kikwazo cha makusudi kilichowekewa kikomo cha sifuri: hati za hazina za Julai 9 na Julai 10, ambazo bado hazijasajiliwa, kwa hivyo kuwasili kwao kunashikilia chapisho kwa ajili ya kuandikwa upya kwa viwango vya riba. Ripoti ya kila siku ya EDGAR ya Julai 10 ilikuwa kikwazo cha pili cha aina hiyo, tayari imewasili, na toleo hili linasoma hesabu halisi za uwasilishaji. Rekodi za nukuu (za hisa na chaguo) zilithibitishwa kuwa kamili kabla ya sehemu ya nukuu kuandikwa. Usomaji wa sekta unatumia fedha kumi na moja za SPDR za kuchagua sekta — kikapu kilichotangazwa na kisichobadilika, siyo uainishaji wa muuzaji. Paneli ya habari inaorodhesha kila kichwa cha habari cha Julai 10 kilichotiwa lebo NVDA au META ambacho kichwa chake kinataja jina la kampuni — umakini wa mtiririko mmoja wa habari, siyo vyombo vya habari vya ulimwengu wote. Kizuizi cha matarajio kinasoma kwa makusudi wiki ya kalenda baada ya kipindi.

Mbinu

  • Chanzo cha data za soko: mkanda uliojumuishwa — delayed_stocks_minute_aggs kwa bei na kiasi, options_trades kwa mkanda wa chaguzi.
  • Ushughulikiaji wa eneo la saa: muda wote uliohifadhiwa ni UTC; lebo za ET zinahesabiwa kwa toTimeZone(..., 'America/New_York') katika orodha za SELECT pekee; WHERE hutumia herufi halisi za UTC.
  • Dirisha la saa za kawaida: 13:30–20:00 UTC, lililothibitishwa dhidi ya baa za dakika za SPY zilizozingatiwa katika paneli ya uthibitishaji wa kikao.
  • Ulinganisho wa kikao cha awali: huhesabiwa ndani ya swali kutoka Julai 9 — kamwe hauchukuliwi kutoka kwa chapisho la awali.
  • Makusanyo ya uhakika: uamuzi wa kufungwa kwa funguo za tuple na uamuzi wa kufungwa kwa habari za uhakika kwa uundaji upya thabiti.
  • Tarehe ya ghala: Julai 13, 2026 (T+3 kwa kipindi); baa za dakika za hisa, biashara za chaguzi, baa za nukuu na faharasa ya uwekaji wa EDGAR zote zimeingizwa kikamilifu, na risiti ya hazina iliyo hapo juu ikiashiria seti moja ya data bado inasafirishwa.

Viungo mtambuka: muhtasari wa Julai 9, 2026, muhtasari wa wiki nzima, chaguzi huisha lini, chaguzi za 0DTE, na kiasi cha jamaa.

#recap#daily#spy#qqq#nvda#market structure