Strasmore Research
市场回顾 Matt Connor作者： Matt Connor · 更新于 2026-08-09

市场周报：2026年7月6日当周

芯片股剧烈波动，指数整体平静。本周大多数股票下跌，美光成交额超越标普五百，英伟达周五表现突出。

2026年7月6日当周，半导体板块剧烈反复，而指数表面看似平静。五个交易日内，市场经历了芯片股暴跌、反弹、今年夏季最剧烈的开盘，以及 NVDA 周五收复失地，最终 SPY 上涨 1.4%。两个事实说明了这一点：MU 全周成交额高于 SPY 本身；而在成长股指数上涨 1.8% 的一周里，下跌的高流动性股票数量却多于上涨的股票。以下所有数字均来自已存储的查询。

盘面周报

周度变动从7月2日（星期四）常规收盘计算至7月10日（星期五）收盘；7月3日因独立日休市。各行按字母顺序排列。

查询SPY / QQQ / DIA / IWM：7月6日当周与7月2日收盘相比，以及前一周变化
ticker上周收盘价本周收盘价本周变动百分比上周变动百分比
DIA527.83525.77-0.42
IWM297.53295.96-0.50
QQQ712.74725.541.81
SPY744.8754.91.42.2
每个数字背后的完整 SQL
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
自己运行这个查询

分化是本周的核心：QQQ +1.8%和SPY +1.4%，对比DIA -0.4%和IWM -0.5%。成长股带动整体表现；道指和小盘股指数在各指数均上涨的一周中最终收跌。无论本周如何定义，它都不是普涨行情。

本周与过去一年相比

查询SPY当周表现置于过去一年背景中（周内开盘至收盘回报，约53周）
本周开盘至收盘百分比最佳排名比较周数首周本周交易日数
0.8220532025-07-075
每个数字背后的完整 SQL
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
)
自己运行这个查询

按开盘至收盘计算，SPY本周在过去53周中排名20，处于中游。夏季单日开盘波动最大的一天（周四）和板块跌势最剧烈的一天（周二）均发生在本周，但两者的剧烈波动相互抵消，最终结果处于中游，表现并不异常。

五个交易日，一条主线

查询SPY分交易日：收盘价、变动和成交股数，7月6日至10日
美东日期SPY收盘价变动百分比SPY股票数（百万）
2026-07-06751.30.949.2
2026-07-07747.66-0.542.5
2026-07-08745.31-0.342.8
2026-07-09751.640.839
2026-07-10754.90.440.9
每个数字背后的完整 SQL
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
自己运行这个查询

这条主线是：周一假期后复市，受成长股带动高开（+0.9%，回顾）；周二半导体板块走弱，而指数仅回吐-0.5%（回顾）；周三芯片股大幅反弹，指数基本持平（-0.3%，回顾）；周四整个盘面转为上涨，迎来今年夏季最剧烈的开盘行情（+0.8%，回顾）；周五NVDA领涨，市场平静收官（+0.4%，回顾），收于$754.9。

周二暴跌中居于核心的两只股票，成交记录如下：

查询周二芯片股暴跌：INTC和TER，7月7日收盘价与7月6日收盘价相比
ticker日变动百分比
INTC-9.6
TER-9.6
每个数字背后的完整 SQL
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
自己运行这个查询

周二两只股票的表现：INTC -9.6%，TER -9.6%，而SPY当日为-0.5%。

报道内容

我们的文字保持观察性；本周的叙事均保留引述，并注明相关名称。首先，以下是该周 981 篇文章中，围绕这场剧烈反转核心的四个名称所获得的关注度：

查询按日统计新闻覆盖：提及NVDA、MU、INTC、TER的文章，7月6日至10日
日NVDA文章数MU文章数INTC文章数TER文章数
2026-07-06251270
2026-07-07171320
2026-07-08131720
2026-07-09201230
2026-07-1011760
每个数字背后的完整 SQL
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
自己运行这个查询

这里不对这些标题进行转述。它们直接取自已存储的资讯源：

查询新闻源实际刊载的标题原文（The Motley Fool，暴跌日与反弹日）
交易时段媒体标题
2026-07-07The Motley FoolMichael Burry Just Revealed His Next Big Short, and It's a Bet Against Nvidia, Micron, and AMD
2026-07-08The Motley FoolWhy Did Sandisk Stock Pop Today?
每个数字背后的完整 SQL
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
自己运行这个查询

在暴跌日，资讯源刊载了 The Motley Fool 的“Michael Burry Just Revealed His Next Big Short, and It's a Bet Against Nvidia, Micron, and AMD”；在反弹日，同一媒体则询问“Why Did Sandisk Stock Pop Today?”。NVDA 周五上涨，但没有任何催化剂相关标题；文章仅从估值角度展开。仅凭这些数据无法确定原因。

有两点发现：MU（17 篇文章）仅在周三这一反弹日的报道数量超过 NVDA（13）（其余四天均由 NVDA 领先）；此外，TER 是暴跌中跌幅最重的两个名称之一，在其破位当日被标记了 0 次，其他每一天均为零。这只是一个资讯源的关注度，并不代表全球媒体的关注度。

市场广度：多数股票下跌，但指数录得上涨周

查询周度市场广度：7月10日收盘价与7月2日收盘价相比，周内成交额达500万美元以上的股票
上涨股下跌股统计标的数上涨股百分比
30153270631947.7
每个数字背后的完整 SQL
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
)
自己运行这个查询

在本周成交额至少达到 500 万美元的 6319 只股票中，3270 只下跌，3015 只上涨，上涨股占比仅为 47.7%。同期，成长型指数上涨了 1.8%。指数之所以录得上涨周，主要由权重最大的成分股推动；中位数股票则录得下跌。周五回顾所捕捉到的单个交易日市场广度收窄，在五个交易日中进一步加剧。

各板块表现

下跌发生在哪里？以下为十只 SPDR 板块 ETF 从 7 月 2 日收盘至 7 月 10 日收盘的表现，按字母顺序排列：

查询行业ETF全周变动：7月10日收盘价与7月2日收盘价相比
ticker周变动百分比
XLB-2.1
XLE3.5
XLF0.2
XLI-1.1
XLK2.9
XLP-1
XLRE-0.5
XLU-0.8
XLV-1.8
XLY0.1
每个数字背后的完整 SQL
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
自己运行这个查询

十个板块中有四个收涨，但只有两个涨幅明显：能源板块（XLE，+3.5%）和科技板块（XLK，+2.9%）领涨。金融板块（+0.2%）和非必需消费品板块（+0.1%）仅略高于持平。其余六个板块，从材料板块（-2.1%）到医疗保健板块（-1.8%），均收跌。除这两个明显的赢家外，整体表现偏弱。

交易主线：MU成交额超过指数。持续一周。

查询按常规交易时段成交额排名靠前的股票，7月6日至10日全周
ticker周金额（十亿美元）
MU164
SPY137.3
NVDA107.1
QQQ103.4
SNDK88
TSLA69.3
每个数字背后的完整 SQL
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
自己运行这个查询

MU在五个交易日的正常交易时段中，成交额占比为164B，高于SPY的137.3B。单只存储芯片股的周成交额超过标普500 ETF，令人联想到六月的情况（MU六月深度分析）；本周AI/GPU风向标NVDA（107.1B）和另一只存储芯片股SNDK（88B）位列本周成交额前五。市场剧烈反复的不只是价格，也在于资金整周都集中争论的方向。

震荡后的净结果：同一板块，两种截然不同的周表现

这十四只芯片股推动了本周所有市场报道。以下数据覆盖整周，即从7月2日收盘至7月10日收盘。各行按字母顺序排列。

查询芯片板块全周变动：7月10日收盘价与7月2日收盘价相比，14只股票
ticker周变动百分比
AMD7.7
AVGO11
INTC-8.8
KLAC-1.8
LRCX-0.3
MRVL-3.9
MU0.3
NVDA8.5
SNDK9.9
SOXL6.1
SOXS-9.5
STX11
TER-2.6
WDC8.1
每个数字背后的完整 SQL
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
自己运行这个查询

经历暴跌、反弹、开盘大涨以及周五上涨后，该板块并未同涨同跌，而是分成了两半。AVGO（+11%）、STX（+11%）、SNDK（+9.9%）、NVDA（+8.5%）和WDC（+8.1%）录得大幅上涨；INTC（-8.8%）表现惨淡。周四跳空幅度巨大的设备股KLAC（-1.8%）和LRCX（-0.3%）则冲高回落，最终大致持平。关键在于：MU全周交易表现超过标普500 ETF，但最终仅上涨0.3%。 164十亿美元的资金换手，却几乎没有推动股价变动。这是市场在成交量达到峰值时自我博弈的最鲜明写照。

本周最新 ticker：SK Hynix 在美国上市

周五，这家本周主导市场交易的存储器板块迎来一名上市成员，完成存托凭证上市：

查询SK Hynix美国上市首日：募资、延迟开盘、收盘价与发行价之比，以及2026年首日行情排名
发行价募资额（十亿美元）2026年更大规模募资2026年最大募资额（十亿美元）常规交易时段首价美东时间常规交易时段首根K线分钟美东时间常规交易时段首根K线上市首日收盘价收盘价较发行价（%）较首笔成交回落常规交易时段金额（十亿美元）2026年统计上市数2026年上市金额排名2026年最大上市金额（十亿美元）
158.1428.117517069411:34168.336.41.6718.03144281.2
每个数字背后的完整 SQL
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'
自己运行这个查询

此次募资规模为：28.1亿美元，发行价为每股 158.14美元。1是 2026 年美国上市融资规模，超过 SpaceX 6 月上市时的 75亿美元。在没有前收盘价的情况下，开盘集合竞价直到 11:34 ET 才确定价格：170美元。收盘价为 168.33美元，较首笔成交价回落 1.67美元，但仍高于发行价 6.4%。从成交情况看：常规交易时段成交额为 18.03亿美元。在 2026 年统计的 144宗美国上市交易中，只有 SpaceX 首日的 81.2亿美元成交额更高。

本周涨跌幅最大的股票

除了芯片股之外，哪些股票上涨，哪些股票下跌？在未经调整的行情数据中，本周的 30 反向拆股 会制造出“四位数”的虚假涨幅。因此，这两张榜单排除了周内拆股，并要求成交额达到 500 万美元。

查询周度涨跌幅最大股票：涨幅和跌幅各十只，成交额500万美元以上，剔除周内拆分
ticker板块周变动百分比周金额（百万美元）占金额峰值（%）
FXHOgainers147.3113.81.2
FBRXgainers109.6305.83.2
CRNXgainers989660.5100
GMMgainers97.6639.36.6
LHSWgainers91.6307.83.2
JZXNgainers89.9356.53.7
TRAXgainers87.4225.62.3
ZCMDgainers86.277.20.8
WRAPgainers72.3172.71.8
SUNEgainers67363.93.8
JEMdecliners-76.426.10.3
ELPWdecliners-70.3105.21.1
HAOdecliners-65.8128.51.3
ALARdecliners-65.114.80.2
CCHHdecliners-55.5105.91.1
SDOTdecliners-53.7366.73.8
ONFOdecliners-47.675.20.8
YHCdecliners-46.917.70.2
GMEXdecliners-44.914.80.2
BYRNdecliners-44.644.80.5
每个数字背后的完整 SQL
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
自己运行这个查询

要进入其中任何一张榜单，股价都必须大幅变动：榜单中涨幅最小的股票上涨了 67%，跌幅最小的股票下跌了 -44.6%。即使是 INTC 经历的惨烈芯片周（-8.8%），也远未达到这两个门槛。两张榜单中的股票主要属于小盘股，但有一个显眼的例外：CRNX，涨幅为 98%，成交额为 9660.5 百万美元，是二十只股票中成交额最高的一只，周二隔夜交易中接近翻倍，并在周五仍保持涨幅。

做空数据：完整一周中有一个被截断的文件

查询每日卖空成交量文件覆盖：文件中的股票代码及卖空股数总计，7月6日至10日
日已记录股票代码卖空股数（十亿股）
2026-07-06153844.62
2026-07-0743331.86
2026-07-08151274.65
2026-07-09151244.61
2026-07-10151164.22
每个数字背后的完整 SQL
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
自己运行这个查询

五份日度做空成交量文件中，有四份完整到达，每份约含 15384 个 ticker。7月7日（星期二）的文件仅包含 4333 个 ticker，不到其他文件的三分之一；做空股数总量（1.86B，而完整日期约为 4.62B）也相应大幅减少。同样的截断模式也出现在6月29日的文件中（该周回顾）。而7月7日恰恰是市场遭遇溃败的一天。在文件重新提交前，任何关于7月7日按 ticker 划分的做空成交量说法都应视为无法核实。

期权周：当日到期交易者随日历节奏变化

查询按交易日统计期权合约数及0DTE占比，7月6日至10日
日合约数（百万）0DTE占比（%）
2026-07-066138.7
2026-07-0761.131.2
2026-07-0863.338.7
2026-07-0958.928.7
2026-07-1065.648.7
每个数字背后的完整 SQL
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
自己运行这个查询

合约成交量从58.9M（周四，最低）升至65.6M（周五，最高）。0DTE占比体现了日历效应：周四没有主要到期日带来的拉动，占比降至28.7%；周五周度期权到期，占比升至48.7%。这一节奏正是到期日历所预示的。日历仍然决定当日到期交易占比的高低。

利率：本周持续小幅上行

查询美国国债收益率曲线：7月10日周五数据与7月2日收盘相比，均为文件中的晚间数据
2年期变动（基点）10年期变动（基点）30年期变动（基点）周五10年期收益率（%）周五30年期收益率（%）7月9日至7月10日成交记录行
7784.565.062
每个数字背后的完整 SQL
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')
自己运行这个查询

截至本周最后一个交易日（7月10日，周五），收益率曲线较上周收盘水平近乎平行上移：2年期上升 +7 个基点，10年期上升 +7 个基点至 4.56%，30年期上升 +8 个基点至 5.06%。期限结构没有扭曲，仅是整体上移。7月9日和10日的成交数据在撰写本文后才公布，滞后时间长于通常水平（目前已录入 2 行数据）；本节涵盖完整的一周。

本周背后的日历

查询本周公司日历：申报、股息、拆分、新闻
本周申报数周五申报数周一减次忙日周一较周五Form 4每日最低424B2申报数每日最高424B2申报数本周除息数本周反向拆股数本周拆股数新闻周
18353313712883.6487679560309981
每个数字背后的完整 SQL
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
自己运行这个查询

18353 份 SEC 文件、560 份除息记录、30 次反向拆分和 9 次正向拆分，以及 981 篇新闻文章。周五 7 月 10 日的 EDGAR 索引在本页首次发布时仍在传输中（这是我们此前写过的摄取延迟）。该索引后来已到达，共计 3137 份文件，因此上方的周度总数现在已涵盖全部五个交易日。

按日期和表格划分的申报周：

查询按交易日和表格类型统计SEC申报，7月6日至10日
日文件Form 4Form 8-KF-424B2
2026-07-0650192464203487
2026-07-073485958175679
2026-07-083731775163527
2026-07-092981623149606
2026-07-103137694150532
每个数字背后的完整 SQL
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
自己运行这个查询

周一是本周申报最密集的交易日，共有 5019 份，比次高的交易日多 1288 份。其中，内幕人士Form 4是最大组成部分，共 2464 份，达到周五 694 份的 3.6 倍。周一是为期四天的独立日假期后的首个交易日。最稳定的是 424B2 表格，即银行为结构性票据提交的货架注册下募集说明书：每个交易日都处于狭窄区间内，为 487 至 679。内幕人士文件会随着日历变化。票据发行则不会。

周五的文件中还出现了本周最新的 ticker。SK Hynix 申请在美国上市的文件记录如下：

查询SK Hynix在7月10日美国上市前的SEC申报记录
文件日期form_type
2026-06-11DRS/A
2026-06-24F-1
2026-07-01F-6
2026-07-06F-1/A
2026-07-098-A12B
2026-07-09CERT
2026-07-09EFFECT
2026-07-09EFFECT
2026-07-10424B4
每个数字背后的完整 SQL
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
自己运行这个查询

6 月提交注册声明，本周一提交修订文件，周四获得交易所认证，最后一行是424B4最终招股说明书，提交于 2026-07-10，也就是该股票上市首日。申报索引与行情记录对日期的记载一致。

经过核实的交易时段

查询交易日核验：五个交易日，无假期，下一个计划休市日
本周交易日首个交易日最后交易日本周假日记录下一休市日期下一休市名称
52026-07-062026-07-1002026-09-07Labor Day
每个数字背后的完整 SQL
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
自己运行这个查询

5个完整交易时段，区间为2026-07-06至2026-07-10，窗口内没有节假日记录。这是自六月中旬以来首个包含五个交易时段的交易周。下一次计划休市日为：Labor Day，即2026-09-07。

即将发布

下周，我们将从自有数据表中发布：

查询下周日历：休市日、除息日及月度到期日的影响
下周休市日下周除息下周家庭账户除息7月17日到期量占周成交量
0692014
每个数字背后的完整 SQL
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
自己运行这个查询

假日交易日历显示，下周将有 0 个休市日，包含五个完整交易时段。692 个除息日记录落在这一时段内，其中没有来自该小组跟踪的十只家喻户晓股票的记录。下周五是七月的第三个星期五，即月度期权到期日。当日到期的合约已经占本周期权成交量的 14%。目前仍有一项数据待接收：七月九日和七月十日的国债成交记录（文件中有 2 行）。这是一个以零为界的触发条件。在财政部文件到达前，本页不会重新生成。页面的另一项触发条件——周五的 EDGAR 索引——已经到达，并已在上文完整读取。

常见问题

2026年7月6日当周股市表现如何？

涨跌分化：SPY上涨1.4%，QQQ上涨1.8%；DIA和IWM收跌，3270只流动性较高的股票中有6319下跌。

2026年7月6日当周哪个板块表现最佳？

能源板块：XLE上涨3.5%，领先于科技板块的+2.9%，两者是十个板块中表现明显最好的板块。金融和非必需消费品板块也小幅收涨（+0.2%、+0.1%），其余六个板块收跌。

SK Hynix在美国股市的首次亮相表现如何？

公司融资28.1亿美元，是2026年美国市场规模第二大的融资，仅次于SpaceX。首个交易日收盘价较158.14美元的发行价高6.4%，常规交易时段成交额为18.03亿美元。

下一次月度期权到期日是什么时候？

七月的第三个星期五，即本周之后的星期五。于当日到期的合约已经占本周期权成交量的14%。

数据说明

所有时间戳均为 UTC；每个交易时段的常规交易时段为 13:30-20:00 UTC；周界定为 7 月 2 日常规交易时段收盘至 7 月 10 日收盘。周度滚动排名采用开盘至收盘收益率，因此与收盘至收盘计分板不同，二者均已标注。周度市场广度比较通过每周交易额 500 万美元筛选后的 7 月 2 日和 7 月 10 日收盘价。一项到达触发线被限定为零：7 月 9 日和 7 月 10 日的国债成交记录。周五的 EDGAR 日度指数在本页面首次发布后才到达，目前已完整计入周度文件总数，该总数不再是下限。本文没有 VIX 风格的成交记录：指数隐含波动率序列未获授权进入该数据仓库，波动率根据交易记录读取，包括区间、0DTE 占比和报价行为。IPO 表中存储的首发 ticker 带有多余空格；首发面板通过清理后的代码进行关联。

方法论

  • 市场数据来源：综合行情带；价格和成交量使用 delayed_stocks_minute_aggs，期权周数据使用 options_trades。
  • 时区处理：存储的时间戳为 UTC；SELECT 列表通过 toTimeZone(...) 标注 ET；WHERE 子句使用原始 UTC 字面量。
  • 确定性聚合：使用元组键进行平局决胜；将文字表述编码为边界条件。
  • SEC 文件来源：stocks_sec_edgar_index，每日 EDGAR 文件索引；通过 filing_date 计数。
  • 数据仓库截至日期：2026 年 7 月 13 日；股票行情带、期权交易数据以及本周五个 EDGAR 每日索引均已完整导入。7 月 9 日和 7 月 10 日的国债成交记录仍在传输中。

交叉链接：五份每日索引、周一、周二、周三、周四、周五，以及 MU 6 月深度分析、期权何时到期和上周回顾。

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