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

muundo wa soko wiki ya Julai 6 2026

Mporomoko wa chipu, kurudi juu, na kufungua kwa jeuri zaidi majira ya joto. MU ilichapisha kiasi cha dola zaidi kuliko SPY yenyewe katika wiki nzima, huku hisa nyingi zikishuka.

Wiki ya tarehe 6 Julai 2026 ilikuwa mchezo wa kushtusha wa semikondakta uliojificha kwenye vazi la fahirisi ya utulivu. Ndani ya vipindi vitano: mporomoko wa chipu, kurudi juu, kufungua kwa jeuri zaidi majira ya joto, na urejeshaji wa NVDA Ijumaa — ikijumlisha hadi SPY +1.4%. Mambo mawili yanaelezea hadithi: MU ilichapisha kiasi cha dola zaidi kuliko SPY yenyewe katika wiki nzima, na hisa zenye ukwasi zaidi zilishuka kuliko zilivyopanda katika wiki ambayo fahirisi ya ukuaji ilipata 1.8%. Kila nambari hapa chini inasomwa kutoka kwa swala lililohifadhiwa.

Wiki kwenye ubao

Mabadiliko ya kila wiki yanaanza kutoka kufungwa kwa kawaida kwa Julai 2, Alhamisi (Julai 3 ilikuwa kufungwa kwa Siku ya Uhuru) hadi Julai 10, Ijumaa. Safu zimepangwa kialfabeti.

UlizaSPY / QQQ / DIA / IWM — wiki ya Julai 6 dhidi ya kufunga kwa Julai 2, pamoja na mabadiliko ya wiki iliyopita
SQL halisi nyuma ya kila namba
SELECT ticker,
    round(argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-07-02') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS prior_week_close,
    round(argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2026-07-06') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS week_close,
    round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2026-07-06') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199)
         / argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-07-02') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100, 1) AS week_change_pct,
    round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-07-02') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199)
         / argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-06-26') AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) - 1) * 100, 1) AS prior_week_change_pct
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
  AND window_start >= '2026-06-22 13:30:00' AND window_start < '2026-07-10 20:00:00'
GROUP BY ticker
ORDER BY ticker

Mgawanyiko ndio simulizi: QQQ +1.8% na SPY +1.4% dhidi ya DIA -0.4% na IWM -0.5%. Ukuaji ulibeba kila kitu; Dow na faharasa ndogo-ya-kampuni zilimaliza wiki ya faharasa ya kijani nyekundu. Chochote wiki hii ilikuwa, haikuwa pana.

Wiki dhidi ya mwaka uliopita

UlizaWiki ya SPY katika muktadha wa mwaka uliopita (mapato ya wiki kwa wiki kuanzia kufungua hadi kufunga, ~wiki 53)
SQL halisi nyuma ya kila namba
SELECT round(anyIf(ret, wk = toDate('2026-07-06')), 2) AS week_open_to_close_pct,
       arrayCount(x -> x > anyIf(ret, wk = toDate('2026-07-06')), groupArrayIf(ret, wk != toDate('2026-07-06'))) + 1 AS rank_best,
       count() AS weeks_compared,
       toString(min(wk)) AS first_week,
       anyIf(sessions, wk = toDate('2026-07-06')) AS sessions_this_week
FROM (
    SELECT toStartOfWeek(toDate(toTimeZone(window_start, 'America/New_York')), 1) AS wk,
           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 = 'SPY'
      AND window_start >= toDateTime('2025-07-06 00:00:00')
      AND window_start < toDateTime('2026-07-11 00:00:00')
      AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY wk
    HAVING sessions >= 3
)

Ikizingatiwa kuanzia ufunguzi hadi kufunga, wiki ya SPY ilishika nafasi ya 20 kati ya wiki 53 zilizopita — iko katikati kabisa. Wiki iliyokuwa na ufunguzi wa siku moja wenye mabadiliko makubwa zaidi katika msimu wa kiangazi (Alhamisi) na mgawanyiko mkali zaidi wa sekta (Jumanne) inaishia katikati ya jedwali: misukosuko ilighairiana yenyewe — matokeo ni ya kawaida.

Vikao vitano, mwelekeo mmoja

UlizaSPY kwa kikao — kufunga, mabadiliko, na kiasi cha hisa, Julai 6-10
SQL halisi nyuma ya kila namba
SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
    round(argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199), 2) AS spy_close,
    round((argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) / any(prev) - 1) * 100, 1) AS change_pct,
    round(toFloat64(sum(volume)) / 1e6, 1) AS spy_shares_m
FROM global_markets.delayed_stocks_minute_aggs
INNER JOIN (
    SELECT d, lagInFrame(c) OVER (ORDER BY d ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev
    FROM (
        SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
               argMaxIf(toFloat64(close), window_start, (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199) AS c
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-07-02 00:00:00') AND window_start < toDateTime('2026-07-11 00:00:00')
        GROUP BY d
    )
) AS p ON toDate(toTimeZone(window_start, 'America/New_York')) = p.d
WHERE ticker = 'SPY' AND window_start >= toDateTime('2026-07-06 00:00:00') AND window_start < toDateTime('2026-07-11 00:00:00')
GROUP BY et_date
ORDER BY et_date

Mwelekeo: Jumatatu ilifunguliwa tena baada ya sikukuu kwa mwanya wa juu ulioongozwa na ukuaji (+0.9%, muhtasari); Jumanne kundi la semiconductor lilivunjika huku fahirisi ikirudisha -0.5% tu (muhtasari); Jumatano chipsi zilirudi kwa nguvu na fahirisi ikabaki tuli (-0.3%, muhtasari); Alhamisi soko lote likageuka kijani kwenye ufunguzi mkali zaidi wa majira ya joto (+0.8%, muhtasari); Ijumaa NVDA iliongoza mwisho wa utulivu (+0.4%, muhtasari) hadi kufungwa kwa $754.9.

Majina mawili yaliyokuwa katikati ya msukosuko wa Jumanne, yamepokelewa:

UlizaMsururu wa Jumanne: INTC na TER, kufunga kwa Julai 7 dhidi ya kufunga kwa Julai 6
SQL halisi nyuma ya kila namba
SELECT ticker, round((c7 / c6 - 1) * 100, 1) AS day_pct
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-06 20:00:00')) AS c6,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-07 13:30:00' AND window_start < '2026-07-07 20:00:00')) AS c7
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('INTC', 'TER')
      AND window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-07 20:00:00'
    GROUP BY ticker
)
ORDER BY ticker

Mwendo wa Jumanne kwa majina yote mawili: INTC -9.6%, TER -9.6%, dhidi ya -0.5% ya SPY kwa kikao hicho.

Kilichosemwa

Maandishi yetu yanasalia kuwa ya uchunguzi; masimulizi ya wiki yananukuliwa pamoja na majina yaliyoambatishwa. Kwanza, umakini wa mfumo wa habari kwenye majina manne yaliyo katikati ya mabadiliko makali, kati ya makala 981 za wiki:

UlizaChanjo ya mlisho kwa siku: makala zinazotaja NVDA, MU, INTC, TER — Julai 6-10
SQL halisi nyuma ya kila namba
SELECT toDate(toTimeZone(published_utc, 'America/New_York')) AS d,
       countIf(has(tickers, 'NVDA')) AS nvda_articles,
       countIf(has(tickers, 'MU')) AS mu_articles,
       countIf(has(tickers, 'INTC')) AS intc_articles,
       countIf(has(tickers, 'TER')) AS ter_articles
FROM global_markets.stocks_news
WHERE published_utc >= '2026-07-06 00:00:00' AND published_utc < '2026-07-11 04:00:00'
  AND toDate(toTimeZone(published_utc, 'America/New_York')) >= '2026-07-06'
  AND toDate(toTimeZone(published_utc, 'America/New_York')) <= '2026-07-10'
GROUP BY d
ORDER BY d

Vichwa hivyo havijatajwa kwa maneno mengine hapa. Vinasomwa moja kwa moja kutoka kwenye mfumo wa habari uliohifadhiwa:

UlizaKile mlisho wa habari ulichobeba, neno kwa neno (The Motley Fool, siku ya msururu na siku ya kurudi)
SQL halisi nyuma ya kila namba
SELECT toString(toDate(toTimeZone(published_utc, 'America/New_York'))) AS session,
       JSONExtractString(publisher, 'name') AS outlet,
       title AS headline
FROM global_markets.stocks_news
WHERE toDate(toTimeZone(published_utc, 'America/New_York')) IN ('2026-07-07', '2026-07-08')
  AND JSONExtractString(publisher, 'name') = 'The Motley Fool'
  AND (positionCaseInsensitive(title, 'Burry') > 0 OR positionCaseInsensitive(title, 'Sandisk Stock Pop') > 0)
ORDER BY session, title

Siku ya kushuka kwa kasi mfumo wa habari ulibeba The Motley Fool's "Michael Burry Just Revealed His Next Big Short, and It's a Bet Against Nvidia, Micron, and AMD"; siku ya kurudi nyuma chombo kile kile kiliuliza "Why Did Sandisk Stock Pop Today?." Mkusanyiko wa NVDA wa Ijumaa ulikuja bila kichwa chochote cha kichocheo — vipande vilivyozingatia thamani pekee; sababu haijulikani kutoka kwa data hii.

Matokeo mawili: MU (makala 17) ilifunikwa zaidi ya NVDA (13) mara moja tu — Jumatano, siku ya kurudi nyuma (NVDA iliongoza siku nyingine nne); na TER, nusu ya jozi iliyopigwa zaidi wakati wa kushuka kwa kasi, ilitiwa alama 0 mara siku ilipovunjika na sifuri kila siku nyingine. Umakini wa mfumo mmoja wa habari, si vyombo vya habari vya dunia.

Upana: wiki ya kijani ambapo hisa nyingi zilipungua

UlizaUpana wa wiki: kufunga kwa Julai 10 dhidi ya kufunga kwa Julai 2, majina yenye $5M+ yaliyofanyiwa biashara wakati wa wiki
SQL halisi nyuma ya kila namba
SELECT
    countIf(cw > cp AND cp > 0 AND dv >= 5000000) AS advancers,
    countIf(cw < cp AND cp > 0 AND dv >= 5000000) AS decliners,
    countIf(cp > 0 AND cw > 0 AND dv >= 5000000) AS measured_names,
    round(100.0 * countIf(cw > cp AND cp > 0 AND dv >= 5000000) / countIf(cp > 0 AND cw > 0 AND dv >= 5000000), 1) AS advancer_pct
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start < '2026-07-03 00:00:00')) AS cp,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00')) AS cw,
           sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 13:30:00') AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-11 00:00:00'))
    GROUP BY ticker
)

Kati ya majina 6319 yenye biashara ya angalau $5M wakati wa wiki, 3270 yalipungua dhidi ya 3015 yaliyopanda — sehemu ya wapanda ya 47.7% tu katika wiki ambayo fahirisi ya ukuaji ilipata 1.8%. Wiki ya kijani ya fahirisi ilitengenezwa na wanachama wake wakubwa; hisa ya wastani ilikuwa na wiki nyekundu. Uchache huo ambao muhtasari wa Ijumaa uliukamata katika kikao kimoja, ulijumuishwa kwa siku tano.

Ubao wa sekta

Kupungua kulitokea wapi? ETF kumi za sekta za SPDR, kuanzia kufunga kwa Julai 2 hadi kufunga kwa Julai 10, kwa mpangilio wa alfabeti:

UlizaETFs za sekta, mabadiliko ya wiki nzima: kufunga kwa Julai 10 dhidi ya kufunga kwa Julai 2
SQL halisi nyuma ya kila namba
SELECT ticker, round((cw / cp - 1) * 100, 1) AS week_pct
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start < '2026-07-03 00:00:00')) AS cp,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) AS cw
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('XLB', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
      AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'))
    GROUP BY ticker
)
ORDER BY ticker

Nne kati ya sekta kumi zilifunga kwa mwelekeo chanya, lakini ni mbili tu zilizofanya vizuri kwa kiasi kikubwa: nishati (XLE, +3.5%) na teknolojia (XLK, +2.9%) ziliongoza. Fedha (+0.2%) na bidhaa za watumiaji (+0.1%) zilifunga karibu na sifuri. Sita zilizobaki, kuanzia nyenzo (-2.1%) hadi afya (-1.8%), zilimaliza kwa rangi nyekundu. Kando na washindi hao wawili wazi, ubao ulikuwa na mwelekeo hasi.

Kiongozi wa ubao: MU ilifanya biashara zaidi ya fahirisi. Kwa wiki moja.

UlizaMajina ya juu kwa kiasi cha dola katika saa za kawaida, wiki nzima Julai 6-10
SQL halisi nyuma ya kila namba
SELECT ticker,
       round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 1) AS week_dollar_bn
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-10 20:00:00'
  AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
  AND ticker NOT IN ('SPCX')
GROUP BY ticker
ORDER BY week_dollar_bn DESC
LIMIT 6

MU ilichapisha 164B ya kiasi cha dola cha saa za kawaida katika vipindi vitano — ikizidi 137.3B ya SPY. Hisa moja ya kumbukumbu ikifanya biashara zaidi ya ETF ya S&P 500 kwa wiki nzima inaakisi Juni (uchambuzi wa kina wa MU wa Juni); NVDA (107.1B), kiongozi wa wiki ya AI/GPU, na SNDK (88B), jina lingine la kumbukumbu, zinakamilisha tano bora za wiki. Mchezo wa kurudi-rudi haukuwa wa bei tu — ulikuwa mahali ambapo pesa za soko zilitumia wiki nzima kujadiliana.

Matokeo ya mwisho ya mchezo wa kushuka na kupanda: kundi moja, wiki tofauti

Majina kumi na manne ya chipu yaliyoongoza kila hadithi ya wiki, yaliyopimwa kwa wiki nzima — kuanzia kufungwa kwa Julai 2 hadi Julai 10. Safu zimepangwa kwa alfabeti.

UlizaMabadiliko ya wiki nzima ya tata ya chip — kufunga kwa Julai 10 dhidi ya kufunga kwa Julai 2, majina kumi na manne
SQL halisi nyuma ya kila namba
SELECT ticker,
       round((cw / cp - 1) * 100, 1) AS week_pct
FROM (
    SELECT ticker,
           toFloat64(argMaxIf(close, window_start, window_start < '2026-07-03 00:00:00')) AS cp,
           toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) AS cw
    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 >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
        OR (window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'))
    GROUP BY ticker
)
ORDER BY ticker

Baada ya kushindwa vibaya, kurudi nyuma, kufungua kwa nguvu, na mkusanyiko wa Ijumaa, kundi halikusafiri pamoja — liligawanyika katikati. AVGO (+11%), STX (+11%), SNDK (+9.9%), NVDA (+8.5%), na WDC (+8.1%) zilimaliza wiki kwa kijani kibichi; INTC (-8.8%) ilikuwa na wiki mbaya, na majina ya vifaa yaliyoangaziwa katika mapengo makubwa ya Alhamisi — KLAC (-1.8%), LRCX (-0.3%) — yalirudi karibu sawa. Hitimisho: MU, jina lililouzwa zaidi ya S&P 500 ETF wiki nzima, lilipata +0.3%. 164 bilioni ya dola zilibadilishwa mikono ili kusonga bei karibu popote — picha safi kabisa ya soko linalojibishana kwa sauti ya juu.

Kichwa kipya cha wiki hii: Mwanzo wa SK Hynix nchini Marekani

Ijumaa iliongeza mwanachama mpya kwenye kundi la kumbukumbu lililotawala habari za wiki hii — mwanzo ulioandikishwa:

UlizaKuanza kwa SK Hynix nchini Marekani: nyongeza, ucheleweshaji wa kufungua, kufunga dhidi ya ofa, na mahali tepu ya siku ya kwanza katika 2026
SQL halisi nyuma ya kila namba
WITH ipo AS (
    SELECT toFloat64(final_issue_price) AS offer, toFloat64(total_offer_size) AS raise
    FROM global_markets.stocks_ipos
    WHERE issuer_name = 'SK Hynix Inc' AND listing_date = '2026-07-10'
    LIMIT 1
),
debuts AS (
    SELECT a.ticker AS t, sum(toFloat64(a.close) * toFloat64(a.volume)) AS debut_rth_dollars
    FROM global_markets.delayed_stocks_minute_aggs a
    INNER JOIN (
        SELECT multiIf(replaceAll(ticker, ' ', '') = 'SKHY', 'SKHYV', replaceAll(ticker, ' ', '')) AS tk, listing_date
        FROM global_markets.stocks_ipos
        WHERE listing_date >= '2026-01-01' AND listing_date <= '2026-07-10'
    ) l ON a.ticker = l.tk
    WHERE a.window_start >= '2026-01-01 00:00:00' AND a.window_start < '2026-07-11 00:00:00'
      AND toDate(a.window_start) = l.listing_date
      AND (toHour(a.window_start) * 60 + toMinute(a.window_start)) BETWEEN 810 AND 1199
    GROUP BY a.ticker
)
SELECT
    round((SELECT offer FROM ipo), 2) AS offer_px,
    round((SELECT raise FROM ipo) / 1e9, 1) AS raised_bn,
    (SELECT countIf(toFloat64(total_offer_size) > (SELECT raise FROM ipo)) FROM global_markets.stocks_ipos WHERE listing_date >= '2026-01-01' AND listing_date <= '2026-07-10') AS bigger_2026_raises,
    round((SELECT max(toFloat64(total_offer_size)) FROM global_markets.stocks_ipos WHERE listing_date >= '2026-01-01' AND listing_date <= '2026-07-10') / 1e9, 1) AS biggest_2026_raise_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_px,
    toHour(toTimeZone(minIf(window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'), 'America/New_York')) * 60
        + toMinute(toTimeZone(minIf(window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'), 'America/New_York')) AS first_rth_bar_et_minute,
    formatDateTime(toTimeZone(minIf(window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'), 'America/New_York'), '%H:%i') AS first_rth_bar_et,
    round(toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')), 2) AS debut_close,
    round((toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) / (SELECT offer FROM ipo) - 1) * 100, 1) AS close_vs_offer_pct,
    round(toFloat64(argMinIf(open, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00'))
        - toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')), 2) AS faded_from_first_print,
    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,
    (SELECT count() FROM debuts) AS debuts_measured_2026,
    (SELECT countIf(debut_rth_dollars > (SELECT debut_rth_dollars FROM debuts WHERE t = 'SKHYV')) + 1 FROM debuts) AS debut_dollar_rank_2026,
    round((SELECT max(debut_rth_dollars) FROM debuts) / 1e9, 1) AS biggest_2026_debut_bn
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'

Mkusanyiko: $28.1 bilioni kwa $158.14 kwa hisa — 1 mkusanyiko wa Marekani mwaka 2026 ulikuwa mkubwa zaidi, ule wa SpaceX wa $75 bilioni Juni. Bila bei ya awali ya kufunga, mwanzo wa biashara ulichukua hadi 11:34 ET kupata bei: $170. Kufunga, $168.33, kulipungua $1.67 kutoka kwa bei hiyo ya kwanza lakini kulisimama 6.4% juu ya ofa. Na biashara: $18.03 bilioni ya saa za kawaida — kati ya 144 mwanzo wa Marekani uliopimwa mwaka 2026, siku ya kwanza ya SpaceX ya $81.2 bilioni pekee ilikuwa kubwa zaidi.

Waendeshaji wakubwa zaidi wa wiki

Zaidi ya chip, nani alishinda na nani alishindwa? Kwenye tape isiyorekebishwa, 30 mgawanyiko wa kinyume wa wiki huleta faida za uwongo za tarakimu nne, kwa hivyo majedwali haya hayajumuishi mgawanyiko wa ndani ya wiki na yanahitaji $5 milioni zilizouzwa.

UlizaWahamishaji wa wiki: wapataji kumi wakubwa na wapunguzaji kumi, $5M+ yaliyofanyiwa biashara, mgawanyiko wa ndani ya wiki haujajumuishwa
SQL halisi nyuma ya kila namba
SELECT ticker, board, week_pct, week_dollar_m,
       round(100 * week_dollar_m / max(week_dollar_m) OVER (), 1) AS pct_of_dollar_max
FROM (
    SELECT 'gainers' AS board, ticker, round((cw / cp - 1) * 100, 1) AS week_pct, round(dv / 1e6, 1) AS week_dollar_m
    FROM (
        SELECT ticker,
               toFloat64(argMaxIf(close, window_start, window_start < '2026-07-03 00:00:00')) AS cp,
               toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) AS cw,
               sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 13:30:00') AS dv
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker NOT IN ('SPCX')
          AND ticker NOT IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-06' AND execution_date <= '2026-07-10')
          AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
            OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-11 00:00:00'))
        GROUP BY ticker
        HAVING cp > 0 AND cw > 0 AND dv >= 5000000
    )
    ORDER BY week_pct DESC
    LIMIT 10
    UNION ALL
    SELECT 'decliners' AS board, ticker, round((cw / cp - 1) * 100, 1) AS week_pct, round(dv / 1e6, 1) AS week_dollar_m
    FROM (
        SELECT ticker,
               toFloat64(argMaxIf(close, window_start, window_start < '2026-07-03 00:00:00')) AS cp,
               toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00')) AS cw,
               sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-06 13:30:00') AS dv
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker NOT IN ('SPCX')
          AND ticker NOT IN (SELECT ticker FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-06' AND execution_date <= '2026-07-10')
          AND ((window_start >= '2026-07-02 13:30:00' AND window_start < '2026-07-02 20:00:00')
            OR (window_start >= '2026-07-06 13:30:00' AND window_start < '2026-07-11 00:00:00'))
        GROUP BY ticker
        HAVING cp > 0 AND cw > 0 AND dv >= 5000000
    )
    ORDER BY week_pct ASC
    LIMIT 10
)
ORDER BY board DESC, abs(week_pct) DESC

Kuingia kwenye jedwali lolote kulihitaji mwendo mkubwa: mshindi mwepesi zaidi aliyeonyeshwa alipanda 67%, mshindwa mwepesi zaidi alichapisha -44.6%. Hata wiki mbaya ya chip ya INTC (-8.8%) haikariri kiwango chochote kati ya hivi. Majedwali ni eneo la hisa ndogo isipokuwa mmoja maarufu: CRNX, +98% kwa $9660.5 milioni zilizouzwa, pesa nyingi zaidi kati ya ishirini — karibu mara mbili ya usiku wa Jumanne ikishikilia faida yake hadi Ijumaa.

Vifupisho: faili moja iliyokatwa ndani ya wiki iliyokamilika kwa kiasi kikubwa

UlizaChanjo ya faili ya kiasi cha ufupi cha kila siku — tickers kwenye faili na jumla ya hisa fupi, Julai 6-10
SQL halisi nyuma ya kila namba
SELECT toString(date) AS d,
       uniqExact(ticker) AS tickers_on_file,
       round(sum(short_volume) / 1e9, 2) AS short_shares_bn
FROM global_markets.stocks_short_volume
WHERE date >= '2026-07-06' AND date <= '2026-07-10'
GROUP BY date
ORDER BY date

Faili nne kati ya tano za kiasi cha mauzo ya hisa kwa mfupi kwa siku zilifika zikiwa kamili, zikiwa na takriban 15384 ticker kila moja. Faili ya Jumanne Julai 7 ina 4333 pekee — chini ya theluthi moja ya faili za siku jirani — huku jumla ya hisa za mauzo ya mfupi (1.93B dhidi ya ~4.62B kwenye siku kamili) zikipunguzwa sawia. Muundo huo huo wa kukata faili uliathiri faili ya Juni 29 (muhtasari wa wiki hiyo), na Julai 7, kati ya siku zote, ilikuwa siku ya kushuka kwa kasi kwa bei. Chukulia madai yoyote kuhusu kiasi cha mauzo ya mfupi kwa kila ticker kwa Julai 7 kuwa hayawezi kuthibitishwa hadi faili hiyo itakapowasilishwa tena.

Wiki ya chaguzi: umati wa siku hiyo hiyo ulipumua pamoja na kalenda

UlizaMikataba ya chaguzi na hisa za 0DTE kwa kikao, Julai 6-10
SQL halisi nyuma ya kila namba
SELECT toDate(sip_timestamp) AS d,
       round(toFloat64(sum(size)) / 1e6, 1) AS contracts_m,
       round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = formatDateTime(toDate(sip_timestamp), '%y%m%d')) / sum(size), 1) AS pct_0dte
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00'
GROUP BY d
ORDER BY d

Kiasi cha mikataba kilianza kutoka 58.9M (Alhamisi, siku nyepesi zaidi) hadi 65.6M (Ijumaa, siku nzito zaidi). Sehemu ya 0DTE ilisimulia hadithi ya kalenda: ilishuka hadi 28.7% siku ya Alhamisi — kikao kisicho na mvutano mkubwa wa kumalizika muda — na kuruka hadi 48.7% siku ya Ijumaa wakati chaguzi za kila wiki zilipomalizika muda, mdundo ambao kalenda ya kumalizika muda unatabiri. Kalenda bado inaamua jinsi sehemu ya siku hiyo hiyo inavyokuwa kubwa.

Viwango: kupanda polepole wiki nzima

UlizaMviringo wa Hazina: chapisho la Ijumaa Julai 10 dhidi ya kufunga kwa Julai 2, mapokeo yote mawili ya marehemu kwenye faili
SQL halisi nyuma ya kila namba
SELECT
    round((toFloat64(anyIf(yield_2_year, date = '2026-07-10')) - toFloat64(anyIf(yield_2_year, date = '2026-07-02'))) * 100) AS chg_2y_bp,
    round((toFloat64(anyIf(yield_10_year, date = '2026-07-10')) - toFloat64(anyIf(yield_10_year, date = '2026-07-02'))) * 100) AS chg_10y_bp,
    round((toFloat64(anyIf(yield_30_year, date = '2026-07-10')) - toFloat64(anyIf(yield_30_year, date = '2026-07-02'))) * 100) AS chg_30y_bp,
    round(toFloat64(anyIf(yield_10_year, date = '2026-07-10')), 2) AS y10_fri_pct,
    round(toFloat64(anyIf(yield_30_year, date = '2026-07-10')), 2) AS y30_fri_pct,
    (SELECT count() FROM global_markets.treasury_yields WHERE date IN ('2026-07-09', '2026-07-10')) AS jul9_jul10_print_rows
FROM global_markets.treasury_yields
WHERE date IN ('2026-07-02', '2026-07-10')

Kwa kipimo cha mwisho wa wiki (Ijumaa, Julai 10), mkondo ulipanda polepole kwa usawa kutoka mwisho wa wiki iliyopita: miaka 2 +7 bp, miaka 10 +7 bp hadi 4.56%, miaka 30 +8 bp hadi 5.06% — hakuna mgeuko, ni kiwango tu. Matokeo ya Julai 9 na 10 yalifika baada ya uandishi kwa kuchelewa kwa muda mrefu kuliko kawaida (2 safu sasa zimehifadhiwa); sehemu hii ina wiki iliyokamilika.

Kalenda nyuma ya wiki

UlizaKalenda ya shirika ya wiki: uwasilishaji, gawio, mgawanyiko, habari
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-06' AND filing_date <= '2026-07-10') AS filings_week,
    (SELECT count() FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-10') AS filings_friday,
    toInt64((SELECT count() FROM global_markets.stocks_sec_edgar_index WHERE filing_date = '2026-07-06'))
        - toInt64((SELECT max(c) FROM (SELECT count() AS c FROM global_markets.stocks_sec_edgar_index WHERE filing_date > '2026-07-06' AND filing_date <= '2026-07-10' GROUP BY filing_date))) AS monday_minus_next_busiest,
    (SELECT round(countIf(form_type = '4' AND filing_date = '2026-07-06') / countIf(form_type = '4' AND filing_date = '2026-07-10'), 1) FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-06' AND filing_date <= '2026-07-10') AS monday_over_friday_form4,
    (SELECT min(c) FROM (SELECT count() AS c FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-06' AND filing_date <= '2026-07-10' AND form_type = '424B2' GROUP BY filing_date)) AS min_daily_424b2,
    (SELECT max(c) FROM (SELECT count() AS c FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-06' AND filing_date <= '2026-07-10' AND form_type = '424B2' GROUP BY filing_date)) AS max_daily_424b2,
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-06' AND ex_dividend_date <= '2026-07-10') AS ex_dividends_week,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-06' AND execution_date <= '2026-07-10') AS reverse_splits_week,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-06' AND execution_date <= '2026-07-10') AS forward_splits_week,
    (SELECT count() FROM global_markets.stocks_news WHERE toDate(toTimeZone(published_utc, 'America/New_York')) >= '2026-07-06'
        AND toDate(toTimeZone(published_utc, 'America/New_York')) <= '2026-07-10') AS news_week

18347 Mawasilisho ya SEC, 560 rekodi za mgao wa gawio, 30 mgawanyiko wa kinyume na 9 mgawanyiko wa mbele, 981 makala za habari. Kielezo cha EDGAR cha Ijumaa Julai 10 kilikuwa bado kinasafirishwa wakati ukurasa huu ulipoanza kuchapishwa (ucheleweshaji wa kuingiza data ambao tumeandika kuhusu hapo awali). Tangu wakati huo umefika kwa 3135 mawasilisho, kwa hivyo jumla ya wiki hapo juu sasa inahesabu vipindi vyote vitano.

Wiki ya mawasilisho, kwa siku na kwa fomu:

UlizaUwasilishaji wa SEC kwa kikao na aina ya fomu, Julai 6-10
SQL halisi nyuma ya kila namba
SELECT toString(filing_date) AS d,
       count() AS filings,
       countIf(form_type = '4') AS form4,
       countIf(form_type = '8-K') AS form8k,
       countIf(form_type = '424B2') AS f424b2
FROM global_markets.stocks_sec_edgar_index
WHERE filing_date >= '2026-07-06' AND filing_date <= '2026-07-10'
GROUP BY filing_date
ORDER BY filing_date

Jumatatu ilikuwa kipindi kizito zaidi cha mawasilisho kwa 5019, ikiongoza kwa siku iliyofuata kwa 1289, na Fomu 4 ya watu wa ndani ilikuwa sehemu yake kubwa zaidi: 2465 kati yao, 3.6 mara 694 ya Ijumaa, katika kipindi cha kwanza kufuatia mapumziko ya siku nne ya Siku ya Uhuru. Mstari thabiti zaidi ni 424B2, hati ya kuchukua kutoka rafu ambayo benki huwasilisha kwa dhamana zilizoundwa: ilishikilia safu nyembamba kila kipindi, 487 hadi 679. Nyaraka za watu wa ndani hupumua pamoja na kalenda. Mashine ya hati za dhamana haifanyi hivyo.

Faili ya Ijumaa pia inabeba ticker mpya zaidi ya wiki. Nyaraka za SK Hynix kwenye orodha yake ya Marekani:

UlizaNjia ya karatasi ya SEC ya SK Hynix hadi kwenye uorodheshaji wake wa Julai 10 nchini Marekani
SQL halisi nyuma ya kila namba
SELECT toString(filing_date) AS filing_date,
       form_type
FROM global_markets.stocks_sec_edgar_index
WHERE issuer_name = 'SK hynix Inc.'
  AND filing_date >= '2026-06-01' AND filing_date <= '2026-07-10'
ORDER BY filing_date ASC, form_type ASC

Taarifa ya usajili mwezi Juni, marekebisho Jumatatu ya wiki hii, cheti cha ubadilishanaji Alhamisi, kisha safu ya mwisho: 424B4 hati ya mwisho ya utangazaji, iliyowasilishwa 2026-07-10, kipindi ambacho hisa ilifunguliwa. Kielezo cha mawasilisho na mkanda vinakubaliana kuhusu tarehe.

Vipindi, vilivyothibitishwa

UlizaUthibitishaji wa kikao: vikao vitano, hakuna likizo, kufungwa kwa pili kwa ratiba
SQL halisi nyuma ya kila namba
SELECT
    uniqExact(toDate(toTimeZone(window_start, 'America/New_York'))) AS sessions_in_week,
    toString(min(toDate(toTimeZone(window_start, 'America/New_York')))) AS first_session,
    toString(max(toDate(toTimeZone(window_start, 'America/New_York')))) AS last_session,
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date >= '2026-07-06' AND date <= '2026-07-10') AS holiday_rows_in_week,
    (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 >= '2026-07-06 13:30:00' AND window_start < '2026-07-10 20:00:00'
  AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199

5 vipindi kamili, 2026-07-06 hadi 2026-07-10, hakuna safu za likizo katika dirisha — wiki ya kwanza ya vipindi vitano tangu ile ya katikati ya Juni. Kufungwa kwa pili kuliorodheshwa: Labor Day tarehe 2026-09-07.

Kwenye staha

Wiki ijayo, kutoka kwenye meza zetu wenyewe:

UlizaWiki ijayo kwenye kalenda: kufungwa, gawio la nje, na mvutano wa mwisho wa mwezi
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date >= '2026-07-11' AND date <= '2026-07-17' AND status != 'open') AS closures_next_week,
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-13' AND ex_dividend_date <= '2026-07-17') AS ex_dividends_next_week,
    (SELECT countIf(ticker IN ('AAPL', 'MSFT', 'JPM', 'KO', 'JNJ', 'XOM', 'CVX', 'PG', 'WMT', 'HD')) FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-13' AND ex_dividend_date <= '2026-07-17') AS household_ex_div_next_week,
    (SELECT round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260717') / sum(size), 1) FROM global_markets.options_trades WHERE sip_timestamp >= '2026-07-06 00:00:00' AND sip_timestamp < '2026-07-11 00:00:00') AS jul17_expiry_pct_of_week_volume

Jedwali la likizo linaonyesha 0 za kufungwa wiki ijayo — vipindi vitano kamili. Rekodi za bila mgao 640 zinaangukia ndani yake, hakuna hata moja kati ya majina kumi ya kaya ambayo jopo hukagua. Ijumaa ijayo ni Ijumaa ya tatu ya Julai — mwisho wa chaguzi za kila mwezi — na mikataba inayoisha siku hiyo tayari imebeba 14% ya kiasi cha chaguzi za wiki hii. Risiti moja inabaki wazi: machapisho ya hazina ya Julai 9 na Julai 10 (safu 2 kwenye faili), kichocheo cha mipaka isiyo na kikomo kinachoshikilia upya wa ukurasa huu hadi faili ya Hazina itakapotua. Kielezo cha EDGAR cha Ijumaa, kichocheo kingine cha ukurasa, tayari kimetua na kimesomwa kikamilifu hapo juu.

Maswali Yanayoulizwa Mara kwa Mara

Je, soko la hisa lilifanyaje kazi katika wiki ya Julai 6, 2026?

Mgawanyiko: SPY ilipanda 1.4% na QQQ 1.8%, DIA na IWM zilifunga kwa nyekundu, na 3270 kati ya 6319 za hisa zilizopimwa zilishuka.

Ni sekta gani iliyofanya vizuri zaidi katika wiki ya Julai 6, 2026?

Nishati: XLE ilipata 3.5%, ikitangulia +2.9% ya teknolojia — washindi wawili wazi kati ya kumi. Fedha na matumizi ya hiari pia zilifunga kwa chanya kidogo (+0.2%, +0.1%), huku sita zingine zikiwa kwenye nyekundu.

Je, mwanzo wa biashara wa SK Hynix kwenye soko la hisa la Marekani ulikuwaje?

Iliongeza $28.1 bilioni — ongezeko la pili kwa ukubwa nchini Marekani mwaka 2026, nyuma ya SpaceX — na ikafunga kikao chake cha kwanza 6.4% juu ya ofa ya $158.14, kwa mauzo ya $18.03 bilioni wakati wa saa za kawaida.

Je, mwisho wa mwezi wa chaguzi za kila mwezi utafanyika lini?

Ijumaa ya tatu ya Julai — Ijumaa iliyo moja kwa moja baada ya wiki hii. Mikataba inayoisha siku hiyo tayari ilibeba 14% ya kiasi cha chaguzi za wiki hii.

Vidokezo vya data

Viwakati vyote ni kwa UTC; saa za kawaida ni 13:30-20:00 UTC kwa kipindi; mipaka ya wiki inaanzia kufungwa kwa kawaida kwa Julai 2 hadi Julai 10. Kiwango cha mwelekeo wa wiki kinatumia mapato ya OPEN-to-close, kwa hivyo kinatofautiana na ubao wa alama wa close-to-close — zote zimewekwa lebo. Upana wa wiki unalinganisha kufungwa kwa Julai 2 na Julai 10 kwa kichujio cha $5M kilichouzwa kwa wiki. Kichocheo kimoja cha kuwasili kimefungwa kwa sifuri: nakala za hazina za Julai 9 na Julai 10. Fahirisi ya kila siku ya EDGAR ya Ijumaa ilitokea baada ya ukurasa huu kuanza na sasa imehesabiwa kikamilifu ndani ya jumla ya uwasilishaji wa wiki, ambayo si tena sakafu. Hakuna nakala ya mtindo wa VIX inayoonekana hapa: mfululizo wa fahirisi za uwezekano wa kushuka kwa bei haujapewa leseni katika ghala hili — uwezekano wa kushuka kwa bei unasomwa kutoka kwa mkanda (mipaka, hisa za 0DTE, tabia ya nukuu). Jedwali la IPO linahifadhi ticker ya kwanza na nafasi ya ziada; paneli ya kwanza inajiunga kwenye alama iliyosafishwa.

Mbinu

  • Chanzo cha data za soko: mkanda uliojumuishwa — delayed_stocks_minute_aggs kwa bei na kiasi, options_trades kwa wiki ya chaguo.
  • Ushughulikiaji wa eneo la saa: muda uliohifadhiwa ni UTC; lebo za ET kupitia toTimeZone(...) katika orodha za SELECT; vifungu vya WHERE hutumia herufi halisi za UTC.
  • Mikusanyiko ya uhakika: uamuzi wa usawa kwa ufunguo wa tuple; madai ya maandishi yamewekwa kama mipaka.
  • Chanzo cha uwasilishaji wa SEC: stocks_sec_edgar_index, faharasa ya kila siku ya EDGAR, iliyohesabiwa na filing_date.
  • Tarehe ya ghala: Julai 13, 2026; kanda za hisa, biashara za chaguo, na faharasa tano za kila siku za EDGAR za wiki zimeingizwa kikamilifu. Machapisho ya hazina ya Julai 9 na Julai 10 bado yanasafirishwa.

Viungo mtambuka: tano za kila siku — Jumatatu, Jumanne, Jumatano, Alhamisi, Ijumaa — pamoja na uchambuzi wa kina wa MU wa Juni, chaguo huisha lini, na muhtasari wa wiki iliyopita.

#recap#weekly#spy#qqq#semiconductors#market structure