Strasmore Research
Market Recap

muhtasari wa wiki soko la marekani takwimu

Matt ConnorBy Matt Connor Updated 2026-07-25

Huu ni mwendo wa wiki iliyopita katika soko la Marekani, kama ilivyopimwa. Kila takwimu hapa chini inasomwa kutoka kwa swala lililohifadhiwa dhidi ya mkanda halisi, na ukurasa huu unaburudishwa kila wiki, hivyo namba huwa ni wiki kamili ya biashara iliyopita.

Bao la fahirisi

UlizaETF kuu za fahirisi katika wiki iliyopita
SQL halisi nyuma ya kila namba
WITH sess AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        argMin(toFloat64(open), toTimeZone(window_start, 'America/New_York')) AS o,
        argMax(toFloat64(close), toTimeZone(window_start, 'America/New_York')) AS c
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
      AND window_start >= now() - INTERVAL 12 DAY AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
wk AS (SELECT ticker, argMin(o, d) AS wo, argMax(c, d) AS wc, min(d) AS d0, max(d) AS d1
       FROM sess WHERE d >= (SELECT max(d) FROM sess) - 6 GROUP BY ticker)
SELECT multiIf(ticker = 'SPY', 'S&P 500 (SPY)', ticker = 'QQQ', 'Nasdaq 100 (QQQ)', ticker = 'DIA', 'Dow (DIA)', 'Russell 2000 (IWM)') AS index_etf,
    round((wc / wo - 1) * 100, 2) AS week_return_pct,
    (SELECT formatDateTime(min(d0), '%b %e') FROM wk) AS week_start,
    (SELECT formatDateTime(max(d1), '%b %e') FROM wk) AS week_end
FROM wk
ORDER BY multiIf(ticker = 'SPY', 0, ticker = 'QQQ', 1, ticker = 'DIA', 2, 3)

Kwa wiki ya Jul 17 hadi Jul 23, S&P 500 (SPY) ilirejesha -0.45%, Nasdaq 100 (QQQ) 0.28%, Dow (DIA) -0.67%, na Russell 2000 (IWM) ya hisa ndogo -0.09%. Pengo kati ya hizo nne ndio hadithi ya wiki katika mstari mmoja: wakati Nasdaq na Russell zinatofautiana, soko linachagua kati ya ukuaji wa kampuni kubwa na kila kitu kingine.

Chini ya uso: upana

Kiwango cha fahirisi kinaficha ni hisa ngapi zilishiriki kwa kweli. Hii inazihesabu kila kikao: miongoni mwa majina yaliyofanya biashara ya angalau $500 milioni, ni ngapi zilifunga juu zaidi kuliko kikao kilichotangulia, na ni ngapi zilifunga chini.

UlizaUpana wa soko la kila siku: wapanda dhidi ya washuka kwa kila kikao (majina yanayofanya biashara $500M+)
SQL halisi nyuma ya kila namba
WITH day AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        argMax(toFloat64(close), toTimeZone(window_start, 'America/New_York')) AS c,
        sum(toFloat64(close) * toFloat64(volume)) AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= now() - INTERVAL 14 DAY AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
chg AS (SELECT ticker, d, c, dv, lagInFrame(c) OVER (PARTITION BY ticker ORDER BY d) AS prev_c FROM day),
per_day AS (
    SELECT d,
        countIf(c > prev_c AND dv >= 500000000 AND prev_c > 3) AS advancers,
        countIf(c < prev_c AND dv >= 500000000 AND prev_c > 3) AS decliners,
        countIf(dv >= 500000000 AND prev_c > 3) AS total
    FROM chg WHERE d >= (SELECT max(d) FROM day) - 12 AND prev_c > 0
    GROUP BY d HAVING total >= 100
),
recent AS (SELECT d, advancers, decliners FROM per_day ORDER BY d DESC LIMIT 5)
SELECT d AS date, advancers, decliners FROM recent ORDER BY d ASC

Mistari miwili ni ushiriki wenyewe. Wakati wapandaji wanaendesha vizuri juu ya washukaji kote wiki, fahirisi inayopanda ina soko zima nyuma yake; wakati zinaungana au kuvuka, fahirisi ya kijani ni wachache wa majina makubwa wanaobeba mkanda ambao hisa nyingi ziliketi nje. Katika kikao cha hivi karibuni, 101 majina yalipanda dhidi ya 128 yaliyoshuka.

Sekta, bora hadi mbaya

UlizaSekta kumi na moja za S&P 500 katika wiki iliyopita
SQL halisi nyuma ya kila namba
WITH sess AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        argMin(toFloat64(open), toTimeZone(window_start, 'America/New_York')) AS o,
        argMax(toFloat64(close), toTimeZone(window_start, 'America/New_York')) AS c
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
      AND window_start >= now() - INTERVAL 12 DAY AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
wk AS (SELECT ticker, argMin(o, d) AS wo, argMax(c, d) AS wc FROM sess WHERE d >= (SELECT max(d) FROM sess) - 6 GROUP BY ticker)
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 Disc.') AS sector,
    round((wc / wo - 1) * 100, 2) AS week_return_pct
FROM wk ORDER BY week_return_pct DESC

Bodi ya sekta inapanga wiki kuwa viongozi na wachezaji wa nyuma. Technology iliongoza kwa 3.53%, na Consumer Disc. ilichelewa kwa -5.75%. Pengo kati ya sekta ya juu na ya chini ni usomaji wa ni kiasi gani mzunguko uliendesha wiki dhidi ya harakati ya sare.

Wasogao wakubwa wa wiki

Faida kubwa zaidi za wiki miongoni mwa hisa zinazofanya biashara nyingi (zaidi ya $1 bilioni zikibadilisha mikono, ETF za kujiinua na za kinyume hazijumuishwi):

UlizaWapataji wakubwa wa hisa katika wiki iliyopita
SQL halisi nyuma ya kila namba
WITH sess AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        argMin(toFloat64(open), toTimeZone(window_start, 'America/New_York')) AS o,
        argMax(toFloat64(close), toTimeZone(window_start, 'America/New_York')) AS c,
        sum(toFloat64(close) * toFloat64(volume)) AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= now() - INTERVAL 12 DAY AND ticker NOT IN ('SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
wk AS (SELECT ticker, argMin(o, d) AS wo, argMax(c, d) AS wc, sum(dv) AS wd, count() AS n
       FROM sess WHERE d >= (SELECT max(d) FROM sess) - 6 GROUP BY ticker)
SELECT ticker, round((wc / wo - 1) * 100, 1) AS week_return_pct, round(wd / 1e9, 1) AS week_dollar_bn
FROM wk WHERE wd >= 1000000000 AND wo >= 10 AND n >= 4
ORDER BY (wc / wo - 1) DESC LIMIT 7

CIFR iliongoza majina yote ya kioevu, ikapanda 52.4% kwa wiki. Mteremko mkali zaidi ulienda upande mwingine:

UlizaWashindwa wakubwa wa hisa katika wiki iliyopita
SQL halisi nyuma ya kila namba
WITH sess AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        argMin(toFloat64(open), toTimeZone(window_start, 'America/New_York')) AS o,
        argMax(toFloat64(close), toTimeZone(window_start, 'America/New_York')) AS c,
        sum(toFloat64(close) * toFloat64(volume)) AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= now() - INTERVAL 12 DAY AND ticker NOT IN ('SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
wk AS (SELECT ticker, argMin(o, d) AS wo, argMax(c, d) AS wc, sum(dv) AS wd, count() AS n
       FROM sess WHERE d >= (SELECT max(d) FROM sess) - 6 GROUP BY ticker)
SELECT ticker, round((wc / wo - 1) * 100, 1) AS week_return_pct, round(wd / 1e9, 1) AS week_dollar_bn
FROM wk WHERE wd >= 1000000000 AND wo >= 10 AND n >= 4
ORDER BY (wc / wo - 1) ASC LIMIT 7

PATH ilianguka zaidi miongoni mwa hisa zinazofanya biashara nyingi, kwa -15.2%. Ubao kamili unaozunguka, unaoburudishwa mfululizo, uko kwenye ukurasa wa wasogao wa wiki.

Ambapo kiasi kilijikita

Dola zilizofanya biashara zinaonyesha mahali ambapo umakini wa soko ulikwenda, ambayo si mara zote mahali ambapo asilimia kubwa zaidi za harakati zilikuwa.

UlizaMahali ambapo kiasi kilienda: dola nyingi zilizofanywa biashara katika wiki iliyopita
SQL halisi nyuma ya kila namba
WITH sess AS (
    SELECT ticker, toDate(toTimeZone(window_start, 'America/New_York')) AS d,
        sum(toFloat64(close) * toFloat64(volume)) AS dv
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE window_start >= now() - INTERVAL 12 DAY AND ticker NOT IN ('SOXL','SOXS','TQQQ','SQQQ','NVDL','NVDS','NVD','TSLL','TSLQ','TSLZ','SPXL','SPXS','UPRO','SPXU','LABU','LABD','FAS','FAZ','TNA','TZA','YINN','YANG','UDOW','SDOW','BOIL','KOLD','UCO','SCO','USD','SSO','SDS','QLD','QID','ERX','ERY','DRN','DRV','CURE','SOXY','MUU','SNXX','UVXY','SVXY','UVIX','SVIX','BULZ','WEBL','WEBS','DPST','DRIP','GUSH','AGQ','ZSL','BITX','ETHU','MSTX','MSTU','CONL','DUST','JNUG','JDST','NUGT') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
wk AS (SELECT ticker, sum(dv) AS wd FROM sess WHERE d >= (SELECT max(d) FROM sess) - 6 GROUP BY ticker)
SELECT ticker, round(wd / 1e9, 1) AS week_dollar_bn FROM wk ORDER BY wd DESC LIMIT 8

MU iliona kiasi kikubwa zaidi cha dola cha hisa yoyote kwa wiki, $140.2 bilioni. Kiasi kikubwa kwenye harakati ndogo ya bei ni jina lenye msongamano na kioevu linalobadilisha mikono; kiasi kikubwa kwenye harakati kubwa ni imani. Majina karibu na juu ya orodha hii kwa kawaida ni makampuni makubwa na hisa za habari za wiki, na kuilinganisha dhidi ya orodha ya wasogao hapo juu hutenganisha hisa zilizosogea sana kutoka kwa hisa ambazo zilifanya biashara nyingi tu.

Jinsi ya kusoma wiki katika soko

Namba nne, zikisomwa pamoja, zinaelezea wiki vizuri zaidi kuliko kiwango chochote cha fahirisi. Bao la fahirisi linasema jinsi dola ya wastani ilivyofanya, ikielekezwa kuelekea makampuni makubwa zaidi. Upana unasema ni hisa ngapi zilishiriki kwa kweli: fahirisi kali kwenye upana mwembamba ni harakati nyembamba, yenye uzito wa juu ambayo historia inasema huwa haidumu, wakati upana mpana ni mabadiliko ya kudumu, ya soko zima. Bodi ya sekta inasema ilikuwa wiki ya aina gani, pengo pana kati ya sekta bora na mbaya linaelekeza kwenye mzunguko na kuchagua hisa, pengo jembamba kwa wimbi lililosogeza kila kitu mara moja. Wasogao na viongozi wa kiasi kisha wanataja hisa mahususi zilizoiendesha, wakitenganisha asilimia kubwa za harakati kutoka kwa wakubwa wenye biashara nyingi na utulivu. Muhtasari huu unaweka zote nne kando kando kila wiki ili wiki isomwe kama picha, si kichwa cha habari. Kwa kila takwimu iliyohesabiwa kutoka kwa swala lililohifadhiwa, hakuna hata moja inayoweza kukengeuka kutoka kwa kile mkanda ulichapisha.

Maswali yanayoulizwa mara kwa mara

Nini kilitokea sokoni wiki hii?

Kwa wiki ya Jul 17 hadi Jul 23, S&P 500 ilirejesha -0.45% na Nasdaq 100 0.28%. Technology ilikuwa sekta yenye nguvu zaidi na Consumer Disc. dhaifu zaidi, na katika kikao cha hivi karibuni 101 hisa zenye biashara nyingi zilipanda dhidi ya 128 zilizoshuka. Paneli zilizo hapo juu zina maelezo kamili.

Muhtasari huu unasasishwa mara ngapi?

Kila wiki. Ukurasa umehesabiwa kutoka kwa maswali ya moja kwa moja juu ya vikao vitano vya biashara vilivyopita, kwa hivyo huwa unaakisi wiki kamili iliyopita. Wanaojisajili hupokea kama barua pepe moja kwa wiki.

Namba zinatoka wapi?

Kila takwimu inasomwa kutoka kwa swala lililohifadhiwa dhidi ya mkanda wa soko (minuti za baa za hisa). Fungua SQL chini ya paneli yoyote ili kukagua, au endesha swala lile lile mwenyewe kwenye terminal ya Strasmore.

Unataka hii kwenye kikasha chako? Ni muhtasari wa wiki ambao wanachama hupokea: barua pepe moja kwa wiki, wiki ya soko katika namba, kila takwimu inayoweza kukaguliwa. Kwa mwendo wa siku kwa siku, wasogao na ukurasa wa riba fupi huburudishwa mfululizo.

#market recap#weekly recap#market data#indexes