Strasmore Research
Muhtasari wa soko Matt ConnorNa Matt Connor

muhtasari wa soko wiki ya Julai 20 2026

Wiki kamili ya kwanza baada ya kumalizika kwa chaguzi za Julai: alama za fahirisi, mtawanyiko wa sekta, upana wa wiki, na mtiririko wa dola kwenye soko.

Wiki ya Julai 20, 2026 ilikuwa wiki kamili ya kwanza baada ya kumalizika kwa chaguzi za kila mwezi za Julai, na iliendesha 5 vikao bila kufungwa ndani yake. Mabadiliko ya kufunga-kwa-kufunga ya SPY kwa wiki yalifikia -0.59%, na kwa kupima ufunguzi-hadi-kufunga dhidi ya mwaka uliopita wa wiki, iliorodheshwa 43 kati ya 53. Kila nambari hapa chini inasomwa kutoka kwa swala lililohifadhiwa, na kila dirisha limefungwa kwa tarehe maalum, kwa hivyo kuendesha SQL tena kunarudisha takwimu hizi hizo.

Wiki katika ubao

Mabadiliko ya kila wiki yanaanzia kufunga kwa kawaida kwa Julai 17 Ijumaa hadi kufunga kwa Julai 24 Ijumaa. Safu ya mwisho ina wiki iliyotangulia, kwa hivyo hizo mbili zinakaa kando kando. Safu zimepangwa kwa alfabeti.

UlizaSPY / QQQ / DIA / IWM: wiki ya Julai 20 dhidi ya kufunga Julai 17, pamoja na mabadiliko ya wiki iliyopita
SQL halisi nyuma ya kila namba
SELECT ticker,
    round(argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00'), 2) AS prior_week_close,
    round(argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00' AND window_start < '2026-07-24 20:00:00'), 2) AS week_close,
    round((argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00' AND window_start < '2026-07-24 20:00:00')
         / argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00') - 1) * 100, 2) AS week_change_pct,
    round((argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
         / argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-10 13:30:00' AND window_start < '2026-07-10 20:00:00') - 1) * 100, 2) AS prior_week_change_pct
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')
    OR (window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
    OR (window_start >= '2026-07-24 13:30:00' AND window_start < '2026-07-24 20:00:00'))
GROUP BY ticker
ORDER BY ticker

Katika wiki: DIA ilisogea -0.38%, IWM -0.98%, QQQ -1.59%, na SPY -0.59% hadi kufunga kwa $738.85. Usomaji wa wiki iliyotangulia, kwa mpangilio huo wa alfabeti, ulikuwa -0.95%, -0.63%, -4.17%, na -1.55%. Umbali wa fahirisi hizo nne kukaa tofauti ndicho kitu cha kwanza ambacho ubao wa alama hupima, na si mara zote ni kidogo.

Wiki dhidi ya mwaka uliopita

Nambari ya wiki moja haina maana nyingi bila usambazaji ulio nyuma yake. Paneli hii inahesabu upya kila wiki iliyopita kwa mantiki sawa, kuanzia ufunguzi hadi kufunga kwa kipindi cha kawaida, na inaweka wiki hii ndani yake.

UlizaWiki ya SPY katika muktadha wa mwaka uliopita (mapato ya wiki kwa wiki kutoka ufunguzi hadi kufunga)
SQL halisi nyuma ya kila namba
SELECT round(anyIf(ret, wk = toDate('2026-07-20')), 2) AS week_open_to_close_pct,
       arrayCount(x -> x > anyIf(ret, wk = toDate('2026-07-20')), groupArrayIf(ret, wk != toDate('2026-07-20'))) + 1 AS rank_best,
       count() AS weeks_compared,
       toString(min(wk)) AS first_week,
       anyIf(sessions_measured, wk = toDate('2026-07-20')) 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_measured,
           (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('2025-07-21 00:00:00')
      AND window_start < toDateTime('2026-07-25 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_measured >= 3
)

Ikizingatiwa hivyo, SPY ilirejesha -1.1% na ikashika nafasi 43 kati ya wiki 53 zilizorejea hadi 2025-07-21. Kumbuka pengo la ufafanuzi: takwimu hii inaanza kwenye ufunguzi wa kipindi cha kawaida cha wiki, huku jedwali la alama hapo juu likianza kwenye kufunga kwa wiki iliyotangulia. Zote zimewekewa lebo kila zinapoonekana.

Vikao vitano, mwelekeo mmoja

UlizaSPY kwa kikao: kufunga, mabadiliko, na kiasi cha hisa, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT toString(d) AS date,
       round(c, 2) AS spy_close,
       round((c / prev_c - 1) * 100, 2) AS change_pct,
       round(shares_m, 1) AS spy_shares_m
FROM (
    SELECT d, c, shares_m,
           lagInFrame(c) OVER (ORDER BY d ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_c
    FROM (
        SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
               argMax(toFloat64(close), window_start) AS c,
               toFloat64(sum(volume)) / 1e6 AS shares_m
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY'
          AND ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-24 20:00:00'))
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        GROUP BY d
    )
)
WHERE d >= '2026-07-20'
ORDER BY date

Kikao kwa kikao, mabadiliko ya SPY yalisoma -0.15% Jumatatu, 0.84% Jumanne, -0.12% Jumatano, -1.22% Alhamisi, na 0.08% Ijumaa, ikimalizia kwa $738.85 kwenye hisa milioni 40.1. Takwimu ya Jumatatu inapimwa dhidi ya kufungwa kwa Julai 17, kikao kilichotangulia mara moja kipindi hicho.

Upana, kikao kwa kikao

Kiwango cha fahirisi ni namba moja. Upana huhesabu hisa ngapi zilisafiri pamoja nayo, na ndiyo namba inayoamua kama wiki ya kijani ilikuwa pana au nyembamba.

UlizaWapanda na washuka kwa kila kikao, majina yenye biashara $5M+, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT toString(d) AS date, advancers, decliners, unchanged, measured_names
FROM (
    SELECT d,
           countIf(c > prev_c) AS advancers,
           countIf(c < prev_c) AS decliners,
           countIf(c = prev_c) AS unchanged,
           count() AS measured_names
    FROM (
        SELECT d, c, dv,
               lagInFrame(c) OVER (PARTITION BY ticker ORDER BY d ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_c
        FROM (
            SELECT ticker,
                   toDate(toTimeZone(window_start, 'America/New_York')) AS d,
                   argMax(toFloat64(close), window_start) AS c,
                   sum(toFloat64(close) * toFloat64(volume)) AS dv
            FROM global_markets.delayed_stocks_minute_aggs
            WHERE ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
                OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-24 20:00:00'))
              AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
            GROUP BY ticker, d
        )
    )
    WHERE d >= '2026-07-20' AND prev_c > 0 AND dv >= 5000000
    GROUP BY d
)
ORDER BY date

Jumatatu, 1268 kati ya 3945 majina yaliyopimwa yaliongezeka na 2632 yalipungua. Kufikia Ijumaa mgawanyiko ulikuwa 2273 juu dhidi ya 1635 chini, kati ya 3950. Majina ambayo hayana funge pande zote mbili za kikao hayatajwi, ndiyo maana hesabu iliyopimwa hubadilika kidogo kutoka siku hadi siku.

Swali lilelile lililoulizwa mara moja, kwa wiki nzima:

UlizaUpana wa wiki: kufunga kwa kawaida Julai 24 dhidi ya kufunga kwa kawaida Julai 17, majina yenye biashara $5M+ wakati wa wiki
SQL halisi nyuma ya kila namba
SELECT
    countIf(cw > cp AND liquid) AS advancers,
    countIf(cw < cp AND liquid) AS decliners,
    countIf(cw = cp AND liquid) AS unchanged,
    countIf(liquid) AS measured_names,
    countIf(NOT liquid) AS dropped_by_liquidity_filter,
    round(100.0 * countIf(cw > cp AND liquid) / countIf(liquid), 1) AS advancer_pct
FROM (
    SELECT ticker, cp, cw, dv >= 5000000 AS liquid
    FROM (
        SELECT ticker,
               argMaxIf(toFloat64(close), window_start, window_start < '2026-07-18 00:00:00') AS cp,
               argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00') AS cw,
               sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-20 13:30:00') AS dv
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-25 00:00:00'))
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        GROUP BY ticker
        HAVING cp > 0 AND cw > 0
    )
)

Kati ya 6100 majina yaliyovuka kizingiti cha mauzo cha dola milioni tano katika saa za kawaida, 2437 yalifunga juu ya funge lao la Julai 17 na 3630 yalifunga chini, ikiwa ni sehemu ya waongezekaji ya 40%. Kichujio cha ukwasi kilitenga majina mengine 5099 yaliyofanya biashara chini ya kizingiti hicho wakati wa wiki. Yanahesabiwa hapa badala ya kutupwa kimya kimya.

Ubao wa Sekta

ETF kumi na moja za sekta za SPDR, kuanzia kufunga kwa Julai 17 hadi kufunga kwa Julai 24, zimeorodheshwa kutoka bora hadi mbaya zaidi.

UlizaETFs za sekta, mabadiliko ya wiki nzima: kufunga Julai 24 dhidi ya kufunga Julai 17
SQL halisi nyuma ya kila namba
SELECT sector, week_pct, round(max(week_pct) OVER () - week_pct, 2) AS points_behind_best
FROM (
    SELECT multiIf(ticker = 'XLK', 'Technology', ticker = 'XLC', 'Communications', ticker = 'XLE', 'Energy',
                   ticker = 'XLF', 'Financials', ticker = 'XLI', 'Industrials', ticker = 'XLB', 'Materials',
                   ticker = 'XLP', 'Staples', ticker = 'XLRE', 'Real Estate', ticker = 'XLU', 'Utilities',
                   ticker = 'XLV', 'Health Care', 'Consumer Discretionary') AS sector,
           round((cw / cp - 1) * 100, 2) AS week_pct
    FROM (
        SELECT ticker,
               argMaxIf(toFloat64(close), window_start, window_start < '2026-07-18 00:00:00') AS cp,
               argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00') AS cw
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
          AND ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-24 13:30:00' AND window_start < '2026-07-24 20:00:00'))
        GROUP BY ticker
        HAVING cp > 0 AND cw > 0
    )
)
ORDER BY week_pct DESC

Energy ilikaa juu ya ubao kwa 3.33%. Consumer Discretionary ilikaa chini kwa -5.2%, 8.53 asilimia nyuma yake. Pengo hilo ni mtawanyiko wa sekta wa wiki hiyo, na inafaa kusomwa peke yake: wiki ambapo zote kumi na moja zinakaa ndani ya asilimia moja ya kila moja ni soko tofauti kabisa na lile ambapo mtawanyiko unaingia katika tarakimu mbili.

Ambapo dola zilienda

UlizaMajina bora kwa kiasi cha dola katika saa za kawaida, wiki nzima Julai 20-24
SQL halisi nyuma ya kila namba
SELECT ticker, week_dollar_bn, round(100 * week_dollar_bn / max(week_dollar_bn) OVER (), 1) AS pct_of_leader
FROM (
    SELECT ticker,
           round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 1) AS week_dollar_bn
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-24 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 8
)
ORDER BY week_dollar_bn DESC

MU ilichapisha mauzo ya saa za kawaida ya dola bilioni 158.1 katika vipindi vitano, ikitangulia SPY kwa dola bilioni 133.9 na QQQ kwa dola bilioni 101.5. Katika nafasi ya nane, AAPL, ilifanya biashara 34.5% ya dola za kiongozi. Rekodi za mauzo zinaonyesha mahali soko lilipotumia wiki yake kubishana, na si lazima zikubaliane na bei. Toleo la kwa-jina la kipimo hiki ni kiasi cha jamaa.

Waendeshaji wakubwa wa wiki

Migawanyiko hubadilisha bei bila kubadilisha thamani: mgawanyiko wa kinyume huleta faida bandia ya tarakimu nne, mgawanyiko wa mbele huleta anguko bandia la ukubwa sawa. Wiki hii ilikuwa na 25 migawanyiko ya kinyume na 11 migawanyiko ya mbele, na mbao zote mbili hapa chini hazijumuishi jina lolote ambalo mgawanyiko wake ulitekelezwa kati ya kufunga kwa Julai 17 na kufunga kwa Julai 24, muda halisi ambao mabadiliko yanapimwa. Zote mbili pia zinahitaji dola milioni tano za mauzo ya saa za kawaida.

UlizaWahamishaji wa wiki: wapanda kumi wakubwa na washuka kumi, kufunga kwa saa za kawaida, biashara $5M+, mgawanyiko haujajumuishwa
SQL halisi nyuma ya kila namba
SELECT ticker, board, week_pct, week_dollar_m, sessions_traded,
       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, sessions_traded
    FROM (
        SELECT ticker,
               argMaxIf(toFloat64(close), window_start, window_start < '2026-07-18 00:00:00') AS cp,
               argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00') AS cw,
               sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-20 13:30:00') AS dv,
               uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-20 13:30:00') AS sessions_traded
        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 > '2026-07-17' AND execution_date <= '2026-07-24')
          AND ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-25 00:00:00'))
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        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, sessions_traded
    FROM (
        SELECT ticker,
               argMaxIf(toFloat64(close), window_start, window_start < '2026-07-18 00:00:00') AS cp,
               argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-24 13:30:00') AS cw,
               sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-20 13:30:00') AS dv,
               uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-20 13:30:00') AS sessions_traded
        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 > '2026-07-17' AND execution_date <= '2026-07-24')
          AND ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-25 00:00:00'))
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        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

Kutengeneza mojawapo ya mbao kulihitaji mwendo halisi. Mshindi mwepesi zaidi aliyeonyeshwa alipanda 92.3%, na mshindwa mwepesi zaidi alichapisha -47.8%. Katika viwango vya juu, STAK ilisogea 383.7% kwa dola milioni 251.6 zilizouzwa, na LBGJ ilisogea -98.8% kwa milioni 47.7. Anguko hilo linakaribia thamani yote iliyonukuliwa ya jina hilo, kwa hivyo mbao hiyo ina risiti yake: LBGJ ilichapisha baa za saa za kawaida kwa 5 ya vipindi vitano, na hakuna mgawanyiko uliotekelezwa dhidi yake kati ya kufunga kwa mbao hizo mbili.

Kiwango cha kuenea kilichotajwa, kikao kwa kikao

Bei ndiyo kichwa cha habari. Gharama ya kukamilisha biashara ni kiwango cha kuenea kilichotajwa, kinachopimwa hapa kwenye SPY kikao kimoja kwa wakati, moja kwa moja kutoka kwenye mkanda ghafi wa NBBO badala ya muhtasari wowote.

UlizaWastani wa kuenea kwa nukuu ya SPY na sasisho za NBBO kwa kila kikao, saa za kawaida, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT toString(toDate(sip_timestamp)) AS date,
       round(quantileExactIf(0.5)(
           10000 * (toFloat64(ask_price) - toFloat64(bid_price)) / ((toFloat64(ask_price) + toFloat64(bid_price)) / 2),
           bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price), 2) AS median_spread_bps,
       round(count() / 1e6, 2) AS quote_updates_m,
       countIf(bid_price <= 0 OR ask_price <= 0) AS one_sided_quote_count,
       countIf(bid_price > ask_price AND bid_price > 0 AND ask_price > 0) AS crossed_quote_count
FROM global_markets.cache_stocks_quotes
WHERE ticker = 'SPY'
  AND sip_timestamp >= '2026-07-20 13:30:00'
  AND sip_timestamp < '2026-07-24 20:00:00'
  AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
GROUP BY toDate(sip_timestamp)
HAVING countIf(bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price) > 0
ORDER BY toDate(sip_timestamp)

Kiwango cha wastani cha kuenea kilichotajwa cha SPY kilipima 0.27 pointi za msingi za bei ya kati siku ya Jumatatu na 0.27 siku ya Ijumaa, kwenye sasisho 3.89 milioni na 4.4 milioni za NBBO. Safu wima mbili za mwisho ni ufichuzi badala ya matokeo: nukuu 0 za upande mmoja na nukuu 1084 zilizovuka zilihesabiwa kutoka kwa wastani wa Jumatatu badala ya kuachwa kimya. Nukuu iliyovuka, bei ya ofa ikiwa juu ya bei ya ombi, ni athari ya kawaida ya mlisho uliojumuishwa unaounganishwa kutoka kwa kwingineko nyingi kwa mwendo wa nanosekunde.

Wiki ya chaguzi baada ya kumalizika kwa mwezi

Kumalizika kwa mwezi Julai kulitokea Ijumaa iliyotangulia wiki hii kufunguliwa, hivyo kila mkataba unaofanya biashara katika vipindi hivi vitano ni mkataba uliosalia. Muda wa kumalizika huweka mdundo ambao wafanyabiashara wa siku hiyo hufuata.

UlizaMikataba ya chaguzi, hisa za siku hiyo hiyo, na hisa za simu kwa kila kikao, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT toString(toDate(sip_timestamp)) AS date,
       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,
       round(100.0 * sumIf(size, substring(ticker, length(ticker) - 8, 1) = 'C') / sum(size), 1) AS pct_call,
       round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260724') / sum(size), 1) AS pct_expiring_jul24
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-20 00:00:00' AND sip_timestamp < '2026-07-25 00:00:00'
GROUP BY toDate(sip_timestamp)
ORDER BY toDate(sip_timestamp)

Kiasi cha mikataba kilifikia 64 milioni Jumatatu na 71.1 milioni Ijumaa. Sehemu ya siku hiyo hiyo, ikimaanisha mikataba inayoisha katika kipindi cha biashara, ilisoma 40.2% Jumatatu dhidi ya 49% Ijumaa, kipindi cha kumalizika cha wiki. Chaguzi za kununua zilichukua 53.5% ya kiasi cha mikataba cha Ijumaa. Na mvuto wa Ijumaa hiyo ulionekana tangu kipindi cha ufunguzi: 15.1% ya kiasi cha Jumatatu tayari kilikuwa kwenye mikataba iliyopangwa kuisha siku hiyo.

Viwango katika wiki nzima

UlizaMviringo wa Hazina kwa kila kikao, chapisho la Julai 17 hadi Julai 24
SQL halisi nyuma ya kila namba
SELECT toString(date) AS date,
       round(toFloat64(yield_2_year), 2) AS yield_2y_pct,
       round(toFloat64(yield_10_year), 2) AS yield_10y_pct,
       round(toFloat64(yield_30_year), 2) AS yield_30y_pct,
       round((toFloat64(yield_10_year) - toFloat64(yield_2_year)) * 100) AS spread_2s10s_bp,
       round((toFloat64(yield_10_year) - (SELECT toFloat64(any(yield_10_year)) FROM global_markets.treasury_yields WHERE date = '2026-07-17')) * 100) AS chg_10y_from_prior_close_bp
FROM global_markets.treasury_yields
WHERE date >= '2026-07-17' AND date <= '2026-07-24'
ORDER BY date

Ikionyeshwa kutoka kwenye chapisho la Julai 17, muda wa miaka kumi ulisonga 16 pointi za msingi hadi 4.71% kwa chapisho la mwisho kwenye faili, huku muda wa miaka miwili ukiwa 4.37% na muda wa miaka thelathini ukiwa 5.17%. tofauti ya miaka miwili hadi kumi ilimaliza mfululizo kwa 34 pointi za msingi. Faili ya Treasury ina nyuma kwa takriban kipindi kimoja cha biashara ikilinganishwa na mkondo halisi, kwa hivyo paneli hii ina 5 machapisho, kila moja likiwa na tarehe kwenye jedwali.

Masharti mafupi: faili za kila siku

FINRA huchapisha faili ya kila siku ya kiasi cha mauzo mafupi. Kiasi cha mauzo mafupi ni mtiririko wa jumla wa kila siku badala ya nafasi, na faili hizi wakati mwingine hufika zikiwa zimepunguzwa, hivyo upeo wa chanjo hupimwa kabla ya uwiano wowote kunukuliwa kutoka kwao.

UlizaChanjo ya faili ya kiasi cha ufupi cha kila siku: ticker kwenye faili na hisa fupi, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT date, tickers_on_file, short_shares_bn,
       round(100.0 * tickers_on_file / max(tickers_on_file) OVER (), 1) AS pct_of_fullest_file
FROM (
    SELECT toString(date) AS date,
           uniqExact(ticker) AS tickers_on_file,
           round(sum(short_shares) / 1e9, 2) AS short_shares_bn
    FROM (
        SELECT date, ticker, max(short_volume) AS short_shares
        FROM global_markets.stocks_short_volume
        WHERE date >= '2026-07-20' AND date <= '2026-07-24'
        GROUP BY date, ticker
    )
    GROUP BY date
)
ORDER BY date

5 faili za kila siku zinapatikana kwa wiki. Ya kwanza ina 15098 vitambulisho na 4.71 bilioni za hisa zilizowekwa alama ya mauzo mafupi; ya mwisho ina 15062 vitambulisho, au 99.7% ya hesabu ya vitambulisho ya faili iliyojaa zaidi. Madai yoyote ya kiasi cha mauzo mafupi kwa jina yanayotolewa kutoka kwa faili iliyo chini ya faili zake za jirani hubakia bila kuthibitishwa hadi faili hiyo itakaporekebishwa.

Kalenda nyuma ya wiki

UlizaMawasilisho ya SEC kwa kila kikao na aina ya fomu, Julai 20-24
SQL halisi nyuma ya kila namba
SELECT toString(filing_date) AS date,
       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 >= '2026-07-20' AND filing_date <= '2026-07-24'
GROUP BY filing_date
ORDER BY date

Kikao cha kwanza kwenye faili kilikuwa na nyaraka 3012, 632 kati yao ni ripoti za ndani za Fomu ya 4 na 166 kati yao ni 8-Ks. Kikao cha mwisho kilikuwa na 3814, pamoja na 644 za Fomu ya 4 na 223 za 8-Ks. 5 ya vikao vya wiki vina fahirisi ya kila siku ya EDGAR kwenye faili; fahirisi hiyo inatua kwa ratiba yake yenyewe, ambayo mara kwa mara huchelewa nyuma ya mkanda.

UlizaKalenda ya shirika ya wiki: gawio, mgawanyiko, uorodheshaji, habari
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-20' AND filing_date <= '2026-07-24') AS filings_week,
    (SELECT uniqExact(filing_date) FROM global_markets.stocks_sec_edgar_index WHERE filing_date >= '2026-07-20' AND filing_date <= '2026-07-24') AS filing_days_on_file,
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-20' AND ex_dividend_date <= '2026-07-24') AS ex_dividends_week,
    (SELECT countIf(ticker IN ('AAPL', 'MSFT', 'JPM', 'KO', 'JNJ', 'XOM', 'CVX', 'PG', 'WMT', 'HD')) FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-20' AND ex_dividend_date <= '2026-07-24') AS household_ex_dividends_week,
    (SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-20' AND execution_date <= '2026-07-24') AS reverse_splits_week,
    (SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-20' AND execution_date <= '2026-07-24') AS forward_splits_week,
    (SELECT count() FROM global_markets.stocks_ipos WHERE listing_date >= '2026-07-20' AND listing_date <= '2026-07-24') AS listings_week,
    (SELECT count() FROM global_markets.stocks_news WHERE published_utc >= '2026-07-20 04:00:00' AND published_utc < '2026-07-25 04:00:00') AS news_week,
    (SELECT uniqExact(JSONExtractString(publisher, 'name')) FROM global_markets.stocks_news WHERE published_utc >= '2026-07-20 04:00:00' AND published_utc < '2026-07-25 04:00:00') AS news_publishers_week

Nyaraka zilizobaki za wiki: 17106 za SEC kwenye siku 5 zilizoorodheshwa, rekodi 592 za bila mgao, 1 kati yao kutoka kwa majina kumi ya kaya ambayo jopo hili linakagua, mgawanyiko 25 wa kinyume na 11 wa mbele, orodha mpya 4, na makala 1704 kutoka kwa wachapishaji 2. Jozi hiyo ya mwisho inapima umakini wa mlisho mmoja, si vyombo vya habari vya ulimwengu.

Vipindi, vilivyothibitishwa

UlizaUthibitishaji wa kikao: vikao, pau, safu za likizo, kufunga juu na chini, kufunga kwa pili
SQL halisi nyuma ya kila namba
WITH spy AS (
    SELECT d, c, lagInFrame(c) OVER (ORDER BY d ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS p
    FROM (
        SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
               argMax(toFloat64(close), window_start) AS c
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'SPY'
          AND ((window_start >= '2026-07-17 13:30:00' AND window_start < '2026-07-17 20:00:00')
            OR (window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-24 20:00:00'))
          AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
        GROUP BY d
    )
)
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,
    count() AS regular_bars_in_week,
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date >= '2026-07-20' AND date <= '2026-07-24') AS holiday_rows_in_week,
    (SELECT countIf(c > p) FROM spy WHERE d >= '2026-07-20') AS up_sessions,
    (SELECT countIf(c < p) FROM spy WHERE d >= '2026-07-20') AS down_sessions,
    (SELECT toString(min(date)) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-24' AND date <= '2026-12-31' AND status = 'closed') AS next_closure_date,
    (SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-24' AND date <= '2026-12-31' AND status = 'closed') AS next_closure_name
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY'
  AND window_start >= '2026-07-20 13:30:00' AND window_start < '2026-07-24 20:00:00'
  AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199

5 vipindi, 2026-07-20 hadi 2026-07-24, na 0 safu za likizo popote kwenye dirisha. SPY ilichapisha 1950 pau za dakika za kipindi cha kawaida kote kwao. 2 vipindi vilifungwa juu ya kufungwa kabla na 3 vilifungwa chini. Kufungwa kwa ratiba ijayo ni Labor Day tarehe 2026-09-07.

Kwenye staha

Wiki inayofuata, soma kutoka kwenye majedwali yetu wenyewe:

UlizaWiki ijayo kwenye kalenda: kufunga, gawio la zamani, mgawanyiko, na kuvuta kwa muda wa mwisho
SQL halisi nyuma ya kila namba
SELECT
    (SELECT count() FROM global_markets.stocks_market_holidays WHERE date >= '2026-07-27' AND date <= '2026-07-31' AND status != 'open') AS closures_next_week,
    (SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-27' AND ex_dividend_date <= '2026-07-31') 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 >= '2026-07-27' AND ex_dividend_date <= '2026-07-31') AS household_ex_div_next_week,
    (SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-27' AND execution_date <= '2026-07-31') AS splits_next_week,
    (SELECT round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260731') / sum(size), 1) FROM global_markets.options_trades WHERE sip_timestamp >= '2026-07-24 00:00:00' AND sip_timestamp < '2026-07-25 00:00:00') AS jul31_expiry_pct_of_friday_volume,
    (SELECT toString(max(settlement_date)) FROM global_markets.stocks_short_interest WHERE settlement_date <= '2026-07-24') AS latest_short_interest_settlement

Jedwali la likizo linaonyesha kufungwa kwa 0 katika wiki inayofuata. 368 rekodi za mgao wa gawio bila haki zinaangukia ndani yake, 0 kutoka kwenye seti ya kaya, pamoja na 15 mgawanyiko ulioratibiwa. Kati ya kiasi cha chaguo za Ijumaa, 14.2% tayari kilikuwa kwenye mikataba inayoisha Ijumaa inayofuata. Tarehe ya hivi punde zaidi ya makazi ya mauzo ya muda mfupi iliyohifadhiwa ni 2026-07-15, faili ambalo huchapishwa kwa ucheleweshaji wa kutosha kuwa na maelezo yake yenyewe.

Maswali Yanayoulizwa Mara kwa Mara

Je, soko la hisa lilifanyaje wiki ya Julai 20, 2026?

SPY ilibadilika -0.59% kwa kufunga hadi kufunga kuanzia Julai 17 hadi Julai 24, huku QQQ ikiwa -1.59%, DIA ikiwa -0.38%, na IWM ikiwa -0.98%. Miongoni mwa majina yenye ukwasi, 2437 ilipanda na 3630 ilishuka.

Ni sekta gani iliongoza wiki ya Julai 20, 2026?

Energy, kwa 3.33%. Dhaifu kati ya ETF za sekta kumi na moja za SPDR ilikuwa Consumer Discretionary kwa -5.2%, 8.53 pointi za asilimia nyuma.

Kuna vipindi vingapi vya biashara vilivyokuwa wiki ya Julai 20, 2026?

5, vikiendesha 2026-07-20 hadi 2026-07-24, na 0 safu za likizo ndani ya dirisha. Kufungwa kwa pili kwa ratiba ni Labor Day.

Ni ticker gani iliyofanya biashara kwa dola nyingi zaidi wiki ya Julai 20, 2026?

MU, kwa 158.1 bilioni dola za mauzo ya saa za kawaida, mbele ya SPY kwa 133.9 bilioni.

Vidokezo vya Data

Vidhibiti vyote vya muda vimehifadhiwa kwa UTC; saa za kawaida ni 13:30-20:00 UTC kwa kila kipindi, na mipaka ya wiki huanzia kufungwa kwa kawaida kwa Julai 17 hadi Julai 24. Kila paneli ya kulinganisha kufungwa-kwa-kufungwa hapa inasoma baa ya mwisho ya dakika ya saa za kawaida katika kila upande wa ulinganisho, hivyo chapisho la saa za ziada haliwezi kamwe kuweka kufungwa kwa wiki. Kiwango cha mwaka kinachofuatilia kinatumia mapato ya wiki kufungua-kwa-kufungwa, hivyo hakitafanana na ubao wa alama wa kufungwa-kwa-kufungwa; ufafanuzi wote umeandikwa mahali unapojitokeza. Upana wa wiki na bodi za mwendo hutumia kichujio cha mauzo ya saa za kawaida cha dola milioni tano, na upana huchapisha idadi ya majina ambayo kichujio hicho kiliweka kando. Bodi za mwendo hazijumuishi jina lolote ambalo mgawanyiko wake ulitekelezwa baada ya kufungwa kwa Julai 17 na hadi Julai 24, kipindi halisi ambacho mabadiliko yanapimwa, ambayo hukamata mgawanyiko uliopigwa muhuri kwenye wikendi inayoingilia pamoja na ule uliopigwa muhuri kwenye kipindi; hazijumuishi ETF za kujiinua na za kinyume, ambazo zinaweza kutawala bodi katika wiki yenye mwelekeo. Sehemu ya chini ya bodi ya washuka inaweza kukaa karibu na hasara kamili ya thamani iliyonukuliwa kwa wiki, na bodi hiyo inachapisha ni vipindi vingapi kati ya vitano kila jina lilichapishwa. Paneli ya kuenea kwa SPY inahesabu nukuu za upande mmoja na zilizovuka badala ya kuzitupa kimyakimya, na wastani wa kati unachukuliwa kutoka kwa nukuu halali zilizobaki. Faili ya Hazina inaendesha takriban kipindi kimoja nyuma ya mkanda na faharasa ya kila siku ya EDGAR inatua kwenye ratiba yake yenyewe, hivyo paneli za viwango na uwasilishaji zinaripoti ni siku ngapi zinazoshikilia. Hakuna fahirisi ya tete iliyodokezwa inayoonekana hapa: mfululizo huo haujapewa leseni katika ghala hili, hivyo tete inasomwa kutoka kwenye mkanda kupitia mawanda, sehemu ya chaguo za siku hiyo hiyo, na tabia ya nukuu.

Mbinu

  • Chanzo cha data za soko: mkanda uliojumuishwa. delayed_stocks_minute_aggs kwa bei na kiasi, cache_stocks_quotes kwa paneli ya NBBO, options_trades kwa wiki ya chaguo.
  • Kufunga: upau wa dakika ya mwisho wa kikao cha kawaida, kamwe si chapa inayodhaniwa ya saa 16:00 wala chapa ya saa za ziada.
  • Vikao: vinathibitishwa kutoka kwa jedwali la likizo pamoja na pau zilizozingatiwa, kamwe si kudhaniwa kutoka kwa kalenda.
  • Ushughulikiaji wa eneo la saa: VIFUNGO VYA WHERE hutumia herufi halisi za UTC, na toTimeZone inaonekana tu katika orodha za SELECT kwa lebo za ET.
  • Desimali: safu za bei, ukubwa, na kiasi zinabadilishwa kuwa Float64 kabla ya mgawanyo au zao lolote.
  • Majumuisho ya uhakika: asilimia kamili katika kote, na kila mpangilio au dai la ishara katika maandishi limewekwa kama kikomo cha ukweli.
  • Tarehe ya ghala: Julai 26, 2026.

Viungo mtambuka: toleo la awali la mfululizo huu wa kila wiki, muundo wa bei ya kununua na kuuza ni nini, wakati chaguo linapoisha, riba fupi dhidi ya kiasi fupi, na muundo wa miaka miwili hadi kumi.

Kila swala lililo hapo juu linaendeshwa bila mabadiliko kwenye terminal ya Strasmore ikiwa unataka kuelekeza dirisha tena kwa wiki tofauti.

#recap#weekly#spy#sectors#options#market structure