Strasmore Research
Market Recap

muhtasari wa soko Q2 2026

Matt ConnorBy Matt Connor Updated 2026-07-25

Robo la pili la mwaka 2026 lilikuwa robo ya ufufuaji: baada ya robo ya kwanza hasi, kila ETF kuu ya fahirisi ilipanda kwa asilimia kumi, ikiongozwa na QQQ kwa 26.5%. Paneli zilizo hapa chini zinaonesha umbo la robo hiyo — ngazi ya kila mwezi, mazingira ya viwango, kalenda — na tahadhari zake mbili za data, zilizofichuliwa ndani. Kila nambari ni matokeo ya swala lililohifadhiwa; panua paneli yoyote ili kuona SQL kamili.

Robo kwenye ubao

Je, mabadiliko kutoka Q1 yalikuwa makubwa kiasi gani? Paneli hii inakokotoa mapato ya robo zote mbili katika swala moja — marejeleo ya Q1 yanakokotolewa upya moja kwa moja kwa ufafanuzi uleule, si kusomwa kutoka mahali popote.

UlizaQ2 2026 marejesho kwa ETF nne za fahirisi, huku Q1 ikihesabiwa upya moja kwa moja kwa ulinganisho
SQL halisi nyuma ya kila namba
SELECT ticker,
    round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-06-30') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
         / argMinIf(toFloat64(open), window_start, toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2026-04-01') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q2_return_pct,
    round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-03-31') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
         / argMinIf(toFloat64(open), window_start, toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2026-01-01') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q1_return_pct,
    round(argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-06-30') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS q2_close
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
  AND window_start >= toDateTime('2026-01-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
GROUP BY ticker
ORDER BY ticker

QQQ ilipanda 26.5% kwa robo hii baada ya -6.9% katika Q1; SPY 14.1% baada ya -5.2%; IWM 20.2%. Kila fahirisi iliyoanguka katika robo ya kwanza ilipona zaidi katika robo ya pili. Nne hizi zinasimulia hadithi tatu tofauti: fahirisi ya ukuaji ilichukua mteremko mkubwa zaidi wa Q1 na kurekodi ahueni kubwa zaidi; DIA — fahirisi ya viwanda yenye uzani wa bei — ilibadilika kutoka -3.9% hadi 12.1%; na IWM haikuanguka kabisa (0.1% katika Q1), kwa hivyo 20.2% yake ya robo iliongeza mwanzo tambarare badala ya kurekebisha mteremko. Ahueni na kasi zinaonekana sawa katika safu ya mapato ya robo mwaka; safu ya Q1 ndiyo inayozitofautisha.

Robo dhidi ya kila robo ya pili kwenye tape

Robo za ufufuaji huhisi kihistoria ukiwa ndani yake; tape inaweza kusema kama hii inalingana na kipimo hicho. Paneli hukokotoa TENDAJI sawa ya Aprili hadi Juni kwa kila mwaka wa historia ya dakika katika swala moja, hesabu sawa kila mwaka, kisha kuweka robo hii dhidi ya nyingine.

UlizaKila robo mwaka wa pili kwenye rekodi: SPY na QQQ, zikihesabiwa upya kwa mwaka (idadi ya vikao imeonyeshwa)
SQL halisi nyuma ya kila namba
SELECT toYear(toTimeZone(window_start, 'America/New_York')) AS y,
       ticker,
       uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions,
       round((argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100, 1) AS q2_return_pct
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ')
  AND window_start >= toDateTime('2003-01-01 00:00:00')
  AND window_start < toDateTime('2026-07-01 00:00:00')
  AND toMonth(toTimeZone(window_start, 'America/New_York')) BETWEEN 4 AND 6
  AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
GROUP BY y, ticker
HAVING sessions >= 50
ORDER BY y ASC, ticker ASC
UlizaMatokeo ya daraja: robo hii dhidi ya kila robo mwaka wa pili uliopita (daraja 1 = bora; isijumuishe yenyewe)
SQL halisi nyuma ya kila namba
SELECT ticker,
       round(anyIf(ret, y = 2026), 1) AS q2_2026_pct,
       arrayCount(x -> x > anyIf(ret, y = 2026), groupArrayIf(ret, y != 2026)) + 1 AS rank_best,
       count() AS q2s_compared,
       min(y) AS first_year,
       anyIf(sessions, y = 2026) AS sessions_2026
FROM (
    SELECT toYear(toTimeZone(window_start, 'America/New_York')) AS y,
           ticker,
           uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions,
           (argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100 AS ret
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ')
      AND window_start >= toDateTime('2003-01-01 00:00:00')
      AND window_start < toDateTime('2026-07-01 00:00:00')
      AND toMonth(toTimeZone(window_start, 'America/New_York')) BETWEEN 4 AND 6
      AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY y, ticker
    HAVING sessions >= 50
)
GROUP BY ticker
ORDER BY ticker ASC

Inapima karibu na kihistoria: 26.5% ya QQQ inashika nafasi 2 kati ya 17 za robo za pili zinazofanana (nafasi 1 = bora) — robo moja tu ya pili iliyotangulia ilimaliza juu zaidi, na jedwali la kwa-mwaka hapo juu linaonyesha ipi. 14.1% ya SPY inashika nafasi 3 kati ya 23 tangu 2004. Ufafanuzi mbili zinaambatana: mfululizo wa QQQ ni mfupi (mfuko huo ulifanya biashara chini ya alama tofauti ya mzizi kwa kipindi cha miaka — ulinzi wa hesabu ya kikao huondoa miaka hiyo kwa uwazi, pamoja na hesabu za kwa-mwaka kwenye jedwali), na kila swala la historia huweka kikomo chake cha juu mwishoni mwa robo hii, hivyo seti ya ulinganisho haiwezi kukua kimya wakati miaka ya baadaye inapotua. Msingi wa kila nafasi kwenye ukurasa huu: saa za kawaida kufunguliwa hadi kufungwa ndani ya robo ya kalenda.

Ngazi ya mwezi

UlizaQ2 mwezi kwa mwezi: Aprili, Mei, Juni (SPY na QQQ, zikihesabiwa upya)
SQL halisi nyuma ya kila namba
SELECT toString(toStartOfMonth(toDate(toTimeZone(window_start, 'America/New_York')))) AS period_start, ticker,
    round((argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / argMinIf(toFloat64(open), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100, 1) AS month_return_pct,
    round(argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS month_close
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ')
  AND window_start >= toDateTime('2026-04-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
GROUP BY period_start, ticker
ORDER BY period_start, ticker

Robo hii ilikuwa na mzigo mbele: Aprili ndiyo iliyobeba kazi nzito (SPY 9.9%, QQQ 14.8%), Mei iliongeza zaidi (4.9% na 10.3%), na Juni ilirudisha kidogo — SPY -1.2%. Muhtasari wa Juni una maelezo ya mwezi huo, ikijumuisha mgawanyiko wa upana chini yake.

Viongozi wa tape, kiwango cha robo

UlizaKiasi cha dola katika saa za kawaida Q2, rekodi nzima (orodha moja ya alama iliyotumiwa tena imetengwa kusubiri uthibitisho wa taasisi)
SQL halisi nyuma ya kila namba
SELECT ticker,
    round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 1) AS dollar_bn,
    round(100 * sum(toFloat64(close) * toFloat64(volume)) / max(sum(toFloat64(close) * toFloat64(volume))) OVER (), 1) AS pct_of_leader
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= toDateTime('2026-04-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')
  AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
  AND ticker NOT IN ('SPCX')
GROUP BY ticker
ORDER BY dollar_bn DESC
LIMIT 8

Kwa robo nzima, MU ($2047.5 bilioni) ilimshinda SPY ($2032 bilioni) kwenye kilele cha tape — hisa moja ikifanya biashara zaidi ya hazina ya fahirisi kuu kwa miezi mitatu, kwa 99.2% ya jumla ya kiongozi. Nyuma yake: QQQ ($1658.5 bilioni), kisha NVDA kwa $1591.8 bilioni — ambaye Juni yake pekee imechambuliwa hatua kwa hatua hapa — na TSLA kwa $1198.8 bilioni. Kumbuka orodha hii ni nini: mauzo ya saa za kawaida, si utendaji — jina linaweza kutawala tape katika mwezi unaoshuka. Juni ya kiongozi mwenyewe imechambuliwa hatua kwa hatua katika uchambuzi wake wa kina. Msingi: Aprili 1–Juni 30 saa za kawaida; orodha moja ya Juni yenye alama iliyotumiwa tena haikujumuishwa ikisubiri uthibitishaji wa chombo (stakabadhi zake).

Upana: Nafaka ya Siku

UlizaVikao vya SPY juu dhidi ya chini katika robo mwaka, rekodi moja ya bei nafuu
SQL halisi nyuma ya kila namba
SELECT countIf(day_ret > 0) AS up_sessions,
       countIf(day_ret < 0) AS down_sessions,
       countIf(day_ret = 0) AS flat_sessions,
       count() AS sessions_total
FROM (
    SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           round((argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100, 2) AS day_ret
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'SPY'
      AND window_start >= toDateTime('2026-04-01 00:00:00')
      AND window_start < toDateTime('2026-07-01 00:00:00')
      AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
    GROUP BY d
)

36 kati ya vikao 62 vya robo mwaka vilifunga SPY juu zaidi dhidi ya 26 vilivyofunga chini — utawala wa siku za kupanda unaolingana na robo mwaka yenye tarakimu mbili. Hesabu ya nafaka za ticker (kila anayeendelea na anayeshuka) imewekewa mipaka katika kiwango cha robo mwaka: uchunguzi mmoja wa soko zima unazidi bajeti ya swali ambayo ukurasa huu unazalisha chini ya (kipimo wakati wa uandishi), kwa hivyo upana wa hesabu sawa unaishi katika kiwango cha mwezi — mgawanyiko wa waendelea/washuka wa Juni, ambapo wengi walishuka kuliko walipanda, upo katika muhtasari wa Juni — na mpaka huo umefichuliwa hapa badala ya kupunguzwa kimya kimya.

Kanda ya chaguzi, mwezi kwa mwezi

Hadithi ya muundo mdogo wa robo, inayoelezwa kwa kiwango pekee kinachoweza kuieleza — mwezi baada ya mwezi katika kanda nzima ya chaguzi zilizoorodheshwa. Kiasi cha biashara kiliongezeka hadi mwisho wa robo: mikataba 1386.9 milioni mwezi Aprili hadi 1477.9 milioni mwezi Juni, mwezi wenye shughuli nyingi zaidi katika robo. Sehemu ya chaguzi zinazoisha siku hiyo hiyo (0DTE) iliongezeka pamoja, kutoka 30.3% hadi 34.3% — sehemu ya Juni ndiyo ya juu zaidi katika nusu ya mwaka, na mageuzi ya kuanzia Januari yamo katika muhtasari wa H1.

UlizaAprili: kiasi cha mikataba ya chaguzi rekodi nzima na sehemu ya muda wa kumalizika siku hiyo hiyo (skana moja)
SQL halisi nyuma ya kila namba
SELECT round(sum(toFloat64(volume)) / 1e6, 1) AS contracts_mm,
       round(100.0 * sumIf(toFloat64(volume), toDateOrNull(concat('20', substring(ticker, length(ticker) - 14, 6))) = toDate(toTimeZone(window_start, 'America/New_York'))) / sum(toFloat64(volume)), 1) AS zero_dte_pct,
       uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions
FROM global_markets.options_minute_aggs
WHERE window_start >= toDateTime('2026-04-01 00:00:00')
  AND window_start < toDateTime('2026-05-01 00:00:00')
UlizaMei: kiasi cha mikataba ya chaguzi rekodi nzima na sehemu ya muda wa kumalizika siku hiyo hiyo (skana moja)
SQL halisi nyuma ya kila namba
SELECT round(sum(toFloat64(volume)) / 1e6, 1) AS contracts_mm,
       round(100.0 * sumIf(toFloat64(volume), toDateOrNull(concat('20', substring(ticker, length(ticker) - 14, 6))) = toDate(toTimeZone(window_start, 'America/New_York'))) / sum(toFloat64(volume)), 1) AS zero_dte_pct,
       uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions
FROM global_markets.options_minute_aggs
WHERE window_start >= toDateTime('2026-05-01 00:00:00')
  AND window_start < toDateTime('2026-06-01 00:00:00')
UlizaJuni: kiasi cha mikataba ya chaguzi rekodi nzima na sehemu ya muda wa kumalizika siku hiyo hiyo (skana moja)
SQL halisi nyuma ya kila namba
SELECT round(sum(toFloat64(volume)) / 1e6, 1) AS contracts_mm,
       round(100.0 * sumIf(toFloat64(volume), toDateOrNull(concat('20', substring(ticker, length(ticker) - 14, 6))) = toDate(toTimeZone(window_start, 'America/New_York'))) / sum(toFloat64(volume)), 1) AS zero_dte_pct,
       uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions
FROM global_markets.options_minute_aggs
WHERE window_start >= toDateTime('2026-06-01 00:00:00')
  AND window_start < toDateTime('2026-07-01 00:00:00')

Gharama ya kufanya biashara, iliyochukuliwa sampuli kila mwezi

UlizaSPY wastani wa kuenea kwa bei iliyonukuliwa kwenye kikao kimoja cha sampuli kwa mwezi wa robo mwaka (Jumatano za pili)
SQL halisi nyuma ya kila namba
SELECT toDate(toTimeZone(sip_timestamp, 'America/New_York')) AS session,
       round(quantileDeterministicIf(0.5)((toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2) * 10000, toUInt64(toUnixTimestamp64Micro(sip_timestamp)), bid_price > 0 AND ask_price >= bid_price), 3) AS med_spread_bps,
       round(count() / 1e6, 2) AS quote_updates_m,
       countIf(NOT (bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price)) AS invalid_dropped
FROM global_markets.cache_stocks_quotes
WHERE ticker = 'SPY'
  AND ((sip_timestamp >= toDateTime64('2026-04-15 13:30:00', 9) AND sip_timestamp < toDateTime64('2026-04-15 20:00:00', 9))
    OR (sip_timestamp >= toDateTime64('2026-05-13 13:30:00', 9) AND sip_timestamp < toDateTime64('2026-05-13 20:00:00', 9))
    OR (sip_timestamp >= toDateTime64('2026-06-10 13:30:00', 9) AND sip_timestamp < toDateTime64('2026-06-10 20:00:00', 9)))
GROUP BY session
ORDER BY session ASC

Wastani wa kati wa kuenea kwa bei iliyonukuliwa (quoted spread) wa SPY katika vipindi vya sampuli za kila mwezi katika robo mwaka: 0.286 bps katika sampuli ya Aprili, 0.27 katika ya Mei, 0.409 katika ya Juni — sampuli ya Juni ndiyo iliyo pana zaidi. Msingi, uliofafanuliwa: vipindi vya sampuli vilivyotambuliwa kwa moja kwa moja (Jumatano ya pili ya kila mwezi), si wastani wa kati wa mwezi mzima; nukuu batili zinahesabiwa katika jopo, hazitupiliwi mbali.

Viwango: robo ambayo mkunjo ulisawazishwa

UlizaMpangilio wa 2s10s na 10-year kupitia Q2, kila siku
SQL halisi nyuma ya kila namba
SELECT toString(date) AS d,
    round(yield_10_year, 2) AS y10,
    round((yield_10_year - yield_2_year) * 100, 0) AS spread_2s10s_bp
FROM global_markets.treasury_yields
WHERE date >= toDate('2026-04-01') AND date <= toDate('2026-06-30')
  AND isNotNull(yield_10_year) AND isNotNull(yield_2_year)
ORDER BY date

Mkunjo wa 2s10s uliingia robo hii kwa 52 pointi msingi na kumalizika kwa 30 — robo ya kusawazisha, huku muda wa miaka 10 ukimalizika kwa 4.44%. Toleo la miezi sita la hadithi hii liko kwenye muhtasari wa H1. Kimaumbile, kusawazisha kunamaanisha mwisho mfupi ulifunga umbali kwenye mwisho mrefu; kama hilo litaendelea haliwezi kujibiwa kutoka kwenye jedwali hili, na ukurasa huu haujibu swali hilo.

Kalenda, kiwango cha robo

UlizaKalenda ya kampuni za Q2 (pengo la fahirisi ya kuwasilisha Juni 30 limefichuliwa)
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= toDate('2026-04-01') AND ex_dividend_date <= toDate('2026-06-30')) AS ex_div_events,
    (SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= toDate('2026-04-01') AND execution_date <= toDate('2026-06-30')) AS splits,
    (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date >= toDate('2026-04-01') AND listing_date <= toDate('2026-06-30')) AS ipos,
    (SELECT uniqExact(accession_number) FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= toDate('2026-04-01') AND filing_date <= toDate('2026-06-30')) AS q2_filings,
    (SELECT uniqExact(accession_number) FROM global_markets.stocks_sec_edgar_index WHERE filing_date = toDate('2026-04-30')) AS filings_apr30,
    (SELECT uniqExact(accession_number) FROM global_markets.stocks_sec_edgar_index WHERE filing_date = toDate('2026-06-30')) AS filings_jun30

105 makampuni yaliyoorodheshwa katika robo, 435 migawanyiko iliyotekelezwa, na 15402 matukio ya mgao wa gawio yaliyolipwa. Hesabu ya uwasilishaji (235075) ina pengo lililofichuliwa: fahirisi ina 31 uwasilishaji pekee tarehe 30 Juni — siku ya mwisho ya robo — na 34 tarehe 30 Aprili, ikilinganishwa na maelfu katika siku za jirani, kwa hivyo jumla ya robo inakosa SIKU MBILI za mwisho wa mwezi na inapunguzwa hadi mrejesho ujazwe nyuma. Pengo la mwisho wa mwezi lina dokezo lake la uchunguzi.

Mwinuko wa kalenda kuelekea mwisho wa robo

UlizaOrodha, migawanyiko, na matukio ya ex-dividend kwa mwezi katika robo mwaka
SQL halisi nyuma ya kila namba
SELECT m, ipos, splits, ex_divs FROM (
    SELECT '2026-04' AS m,
        (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date >= toDate('2026-04-01') AND listing_date <= toDate('2026-04-30')) AS ipos,
        (SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= toDate('2026-04-01') AND execution_date <= toDate('2026-04-30')) AS splits,
        (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= toDate('2026-04-01') AND ex_dividend_date <= toDate('2026-04-30')) AS ex_divs, 1 AS o
    UNION ALL SELECT '2026-05',
        (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date >= toDate('2026-05-01') AND listing_date <= toDate('2026-05-31')),
        (SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= toDate('2026-05-01') AND execution_date <= toDate('2026-05-31')),
        (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= toDate('2026-05-01') AND ex_dividend_date <= toDate('2026-05-31')), 2
    UNION ALL SELECT '2026-06',
        (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date >= toDate('2026-06-01') AND listing_date <= toDate('2026-06-30')),
        (SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= toDate('2026-06-01') AND execution_date <= toDate('2026-06-30')),
        (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= toDate('2026-06-01') AND ex_dividend_date <= toDate('2026-06-30')), 3
) ORDER BY o

Kalenda ya kampuni ilizidi kukaza kadiri robo ilivyokomaa: matukio ya kukatwa kwa gawio yalipanda kila mwezi, kutoka 3947 mwezi Aprili hadi 6651 mwezi Juni, na mgawanyiko wa hisa pia uliongezeka sambamba (129 hadi 164). Orodha za hisa zilibaki thabiti katika miezi hiyo mitatu — sitiari ya wimbi inahusu gawio, si IPO, katika robo hii.

Risiti ya kikao

UlizaVikao 62 katika robo mwaka, vilivyothibitishwa kutoka kwenye rekodi, mwezi kwa mwezi
SQL halisi nyuma ya kila namba
SELECT
    (SELECT uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-04-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')) AS q2_sessions,
    (SELECT uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-04-01 00:00:00') AND window_start < toDateTime('2026-05-01 00:00:00')) AS april_sessions,
    (SELECT uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-05-01 00:00:00') AND window_start < toDateTime('2026-06-01 00:00:00')) AS may_sessions,
    (SELECT uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) FROM global_markets.delayed_stocks_minute_aggs
     WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-06-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')) AS june_sessions

Vikao 62, vilivyothibitishwa kutoka kwa pau zilizozingatiwa badala ya kukadiriwa kutoka kwa kalenda: 21 mwezi Aprili, 20 mwezi Mei (Siku ya Ukumbusho), 21 mwezi Juni (Juneteenth). Risiti za kiwango cha mwezi na ushahidi wa kufunga ziko katika muhtasari wa Juni na maelezo ya likizo.

Vidokezo vya data

Vidokezo kamili vya data
  • Maslahi mafupi yanaisha katika makazi ya Juni 15 kufikia wakati wa kuzalisha — chapisho la mwisho wa Juni linangoja; muhtasari wa Juni hubeba ufafanuzi kamili. Chapisho hili linazalishwa upya linapotua.
  • Pengo la faharasa ya uwasilishaji mwishoni mwa mwezi limefafanuliwa ndani: Juni 30 NA Aprili 30 vinaangukia katika robo hii, na Machi 31 linaonyesha saini sawa — kila mwisho wa mwezi wa 2026 ambao siku yake ya mwisho ya kalenda ilikuwa siku ya wiki iko karibu tupu. Dokezo la uchunguzi linabeba risiti na uchunguzi uliofungwa.
  • Miundo midogo (mabomba ya kiwango cha tiketi) haipo kwa makusudi hapa — uchunguzi wa kina wa Juni 29 unabeba anatomia kamili ya kipindi cha kikao.
  • Kutengwa kwa kiongozi wa kiasi: orodha moja ya Juni ya alama iliyotumiwa tena imetengwa ikingojea uthibitishaji wa chombo.

Mbinu

  • Kipindi ni Aprili 1 – Juni 30, 2026 — vikao 62, vilivyothibitishwa kutoka kwa baa zilizozingatiwa. Marejesho ya robo mwaka ni kuanzia kufunguliwa kwa saa za kawaida hadi kufungwa kwa saa za kawaida ndani ya kipindi hicho; tofauti ya Q1 inakokotolewa upya kwa ufafanuzi sawa.
  • Nyakati zimehifadhiwa kwa UTC, zimechujwa kwa mipaka ghafi ya UTC; saa za kawaida ni 13:30–20:00 UTC katika robo mwaka (EDT). Kiasi cha dola ni wakati wa kufunga dakika mara kiasi cha dakika katika saa za kawaida. Vitalu vya historia ya miaka mingi huchuja saa za kawaida kwa saa ya ukuta ya Mashariki (imebadilishwa kwa kila safu — muundo unaozingatia DST kwa miongo) na kuweka kikomo chao cha juu mwishoni mwa robo hii; uthibitishaji wa kina (historia ya dakika hadi Septemba 2003) upo katika mbinu ya muhtasari wa H1.
  • Uzalishaji unaendeshwa kupitia njia ya kusoma tu iliyozuiliwa; ukurasa wa umma haufanyi maswali ya moja kwa moja. Hali ya ghala kufikia Julai 5, 2026.

Hii ni toleo la kwanza la muhtasari wa robo mwaka unaosimama; toleo la Q3 litaunganisha nyuma hapa. Maelezo ya mwezi: Juni. Nusu iliyokamilishwa na robo hii: H1 2026.

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