作者： 2026年7月29日市場回顧與數據
整理2026年7月29日市場表現，涵蓋指數、上漲家數占比、類股差異、選擇權流量、報價、利率與財經日曆，所有數據均有查詢依據。
這篇2026年7月29日（星期三）的市場回顧，根據儲存查詢完整整理本交易時段：SPY收盤價較前一日的變動為-1.52%，流動性較高市場中上漲標的的占比為27.2%，選擇權市場成交66.84百萬口合約。下方每個時間區間的起訖日期均已明確設定，因此重新執行任何面板的SQL，都會得到相同數據。
績效看板
每項變化都是比較7月29日常規交易時段最後一根分鐘K線與7月28日週二的最後一根分鐘K線，兩者為連續交易時段。各列按字母順序排列，因此每檔 ETF 的位置固定不變。
每個數據背後的精確 SQL 語法
WITH prior AS (
SELECT ticker, argMax(close, window_start) AS prior_close
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
AND window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00'
GROUP BY ticker
),
sess AS (
SELECT ticker,
argMin(open, window_start) AS day_open,
argMax(close, window_start) AS day_close,
max(high) AS day_high,
min(low) AS day_low,
round(toFloat64(sum(volume)) / 1e6, 1) AS shares_traded_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('SPY', 'QQQ', 'DIA', 'IWM')
AND window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'
GROUP BY ticker
)
SELECT
s.ticker AS ticker,
round(toFloat64(p.prior_close), 2) AS prior_close,
round(toFloat64(s.day_open), 2) AS day_open,
round(toFloat64(s.day_close), 2) AS day_close,
round((toFloat64(s.day_open) / toFloat64(p.prior_close) - 1) * 100, 2) AS gap_pct,
round((toFloat64(s.day_close) / toFloat64(s.day_open) - 1) * 100, 2) AS intraday_pct,
round((toFloat64(s.day_close) / toFloat64(p.prior_close) - 1) * 100, 2) AS pct_change,
round(toFloat64(s.day_high), 2) AS day_high,
round(toFloat64(s.day_low), 2) AS day_low,
s.shares_traded_m
FROM sess s LEFT JOIN prior p ON s.ticker = p.ticker
ORDER BY tickerDIA 變動 -2.19%，IWM 變動 -1.63%，QQQ 變動 -2.07%，SPY 變動 -1.52%，收於 $729.51。每一列都將變動拆分為兩個部分：SPY 開盤時較週二收盤變動 -0.11%，並從開盤至收盤變動 -1.41%。隔夜部分與盤中部分不一定一致，而兩者的拆分方式是交易時段最初的特徵。
這一天是否異常？
單一交易日的數字若沒有背後的分布，意義有限。因此，我們以相同邏輯，將該日放在自身過去一個月的區間內排名。
每個數據背後的精確 SQL 語法
SELECT
round(anyIf(oc_pct, d = toDate('2026-07-29')), 2) AS spy_open_to_close_pct,
arrayCount(x -> x > abs(anyIf(oc_pct, d = toDate('2026-07-29'))), groupArrayIf(abs(oc_pct), d != toDate('2026-07-29'))) + 1 AS spy_abs_move_rank,
count() AS spy_sessions_compared,
toString(min(d)) AS first_session
FROM (
SELECT toDate(toTimeZone(window_start, 'America/New_York')) AS d,
(argMax(toFloat64(close), window_start) / argMin(toFloat64(open), window_start) - 1) * 100 AS oc_pct
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY'
AND window_start >= toDateTime('2026-06-29 13:30:00')
AND window_start < toDateTime('2026-07-30 00:00:00')
AND (toHour(window_start) * 60 + toMinute(window_start)) BETWEEN 810 AND 1199
GROUP BY d
)SPY 開盤至收盤的變動幅度為 -1.41%，按絕對值計算，在回溯至 2026-06-29 的 22 個交易日中排名第 1。該排名計算區間內變動幅度更大的其他交易日數量，再加一；因此，第一名代表過去一個月中變動幅度最大的一天。
市場廣度
指數點位只是一個數字。市場廣度則計算有多少檔股票與指數同步走勢。
每個數據背後的精確 SQL 語法
SELECT
countIf(c29 > c28 AND liquid) AS advancers,
countIf(c29 < c28 AND liquid) AS decliners,
countIf(c29 = c28 AND liquid) AS unchanged,
countIf(liquid) AS liquid_tickers,
countIf(NOT liquid) AS dropped_by_liquidity_filter,
round(100.0 * countIf(c29 > c28 AND liquid) / countIf(liquid), 1) AS advancer_pct
FROM (
SELECT ticker, c28, c29, dv29 >= 1000000 AS liquid
FROM (
SELECT ticker,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00') AS c28,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00') AS c29,
sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-29 13:30:00') AS dv29
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-29 20:00:00'
GROUP BY ticker
HAVING c28 > 0 AND c29 > 0
)
)在 6066 檔一般交易時段成交額超過一百萬美元的股票中，1652 檔收盤價高於週二收盤價，4342 檔收盤價低於週二收盤價，上漲股占比為 27.2%。篩選條件排除 5363 檔成交量較低的股票；這些股票仍計入此處，而非直接靜默剔除。
超大型股名單
每個交易日都會出現相同的八檔超大型股，並依字母順序排列，讓每一檔固定保有自己的列位。固定籃子的用意在於讓讀者熟悉各列內容，也避免事後由編輯挑選贏家。
每個數據背後的精確 SQL 語法
WITH per_name AS (
SELECT
ticker,
toFloat64(argMaxIf(close, window_start, window_start < '2026-07-29 00:00:00')) AS prior_close,
toFloat64(argMaxIf(close, window_start, window_start >= '2026-07-29 00:00:00')) AS day_close,
round(sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-29 00:00:00') / 1e9, 2) AS day_dollar_bn
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('AAPL', 'AMZN', 'AVGO', 'GOOGL', 'META', 'MSFT', 'NVDA', 'TSLA')
AND ((window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00')
OR (window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'))
GROUP BY ticker
)
SELECT
ticker,
round(prior_close, 2) AS prior_close,
round(day_close, 2) AS day_close,
round((day_close / prior_close - 1) * 100, 2) AS pct_chg,
day_dollar_bn
FROM per_name
ORDER BY tickerAAPL 上漲 -0.63%，META 上漲 -1.12%，MSFT 上漲 -0.27%，NVDA 上漲 -3.51%；正常交易時段成交額為 22.26 十億美元，TSLA 則為 -2.97%。美元欄位顯示這八檔股票本身在整體成交量中占有多少比重；上方的市場廣度面板則用來檢視市場其餘部分有多大程度與它們同步波動。
當日漲跌幅居前個股
兩個榜單都要求正常交易時段成交額達五百萬美元，排除在所衡量的兩個收盤時點之間完成股票分割的任何名稱，並依註記所述的內部歧義防護規則，排除一個重複使用的代號。
每個數據背後的精確 SQL 語法
SELECT ticker, board, day_pct, day_dollar_m
FROM (
SELECT 'gainers' AS board, ticker, round((c29 / c28 - 1) * 100, 1) AS day_pct, round(dv / 1e6, 1) AS day_dollar_m
FROM (
SELECT ticker,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00') AS c28,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00') AS c29,
sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-29 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 > '2026-07-28' AND execution_date <= '2026-07-29')
AND window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-29 20:00:00'
GROUP BY ticker
HAVING c28 > 0 AND c29 > 0 AND dv >= 5000000
)
ORDER BY day_pct DESC
LIMIT 8
UNION ALL
SELECT 'decliners' AS board, ticker, round((c29 / c28 - 1) * 100, 1) AS day_pct, round(dv / 1e6, 1) AS day_dollar_m
FROM (
SELECT ticker,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00') AS c28,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00') AS c29,
sumIf(toFloat64(close) * toFloat64(volume), window_start >= '2026-07-29 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 > '2026-07-28' AND execution_date <= '2026-07-29')
AND window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-29 20:00:00'
GROUP BY ticker
HAVING c28 > 0 AND c29 > 0 AND dv >= 5000000
)
ORDER BY day_pct ASC
LIMIT 8
)
ORDER BY board DESC, abs(day_pct) DESC榜單上漲幅最大的個股為 DFNS，成交金額達 544.9 百萬美元，股價上漲 119.8%。跌幅最大的個股為 YYAI，成交金額達 8.5 百萬美元，股價下跌 -68.1%。本頁記錄變動幅度與成交資料，不對其原因作任何解釋。
類股分化
十一檔 SPDR 精選類股基金以7月29日收盤價相較於7月28日收盤價的表現，由最佳至最差排名。這個籃子由本文明確指定且固定，不採用資料供應商的分類。
每個數據背後的精確 SQL 語法
SELECT sector, day_pct, round(max(day_pct) OVER () - day_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((c29 / c28 - 1) * 100, 2) AS day_pct
FROM (
SELECT ticker,
argMaxIf(toFloat64(close), window_start, window_start < '2026-07-29 00:00:00') AS c28,
argMaxIf(toFloat64(close), window_start, window_start >= '2026-07-29 00:00:00') AS c29
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker IN ('XLB', 'XLC', 'XLE', 'XLF', 'XLI', 'XLK', 'XLP', 'XLRE', 'XLU', 'XLV', 'XLY')
AND ((window_start >= '2026-07-28 13:30:00' AND window_start < '2026-07-28 20:00:00')
OR (window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'))
GROUP BY ticker
HAVING c28 > 0 AND c29 > 0
)
)
ORDER BY day_pct DESCEnergy 以 1.89% 居首，Industrials 則以 -3.21% 敬陪末座，落後 5.1 個百分點。這就是當日的類股分化：十一檔基金的漲跌幅都在一個百分點內，與表現差距擴大至數個百分點的盤勢，呈現截然不同的市場面貌。
美元成交額流向
每個數據背後的精確 SQL 語法
SELECT leaderboard, ticker, dollar_volume_bn, shares_m,
round(1000 * dollar_volume_bn / shares_m, 2) AS implied_avg_price
FROM (
SELECT
'by dollars traded' AS leaderboard,
ticker,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'
AND ticker NOT IN ('SPCX')
GROUP BY ticker
ORDER BY dollar_volume_bn DESC
LIMIT 6
UNION ALL
SELECT
'by shares traded' AS leaderboard,
ticker,
round(sum(toFloat64(close) * toFloat64(volume)) / 1e9, 2) AS dollar_volume_bn,
round(sum(toFloat64(volume)) / 1e6, 1) AS shares_m
FROM global_markets.delayed_stocks_minute_aggs
WHERE window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'
AND ticker NOT IN ('SPCX')
GROUP BY ticker
ORDER BY shares_m DESC
LIMIT 4
)
ORDER BY leaderboard, if(leaderboard = 'by shares traded', shares_m, dollar_volume_bn) DESCMU 以 44.99 億美元的正常交易時段成交額位居美元成交額排行榜首位，SPY 則以 42.29 億美元緊隨其後。股票成交量排行榜回答的是不同問題：SNXX 以 173.4 百萬股居首，隱含平均價格為每股 $7.32。美元成交額反映市場關注度，股票成交量反映換手程度，而針對個別標的的相應指標則是相對成交量。
選擇權成交明細
每個數據背後的精確 SQL 語法
WITH
(
SELECT (strike, typ, vol_m, is_0dte)
FROM (
SELECT toFloat64(any(strike_price)) AS strike, any(option_type) AS typ,
round(toFloat64(sum(size)) / 1e6, 2) AS vol_m,
if(substring(ticker, length(ticker) - 14, 6) = '260729', 1, 0) AS is_0dte
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-29 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00'
AND underlying_symbol = 'SPY'
GROUP BY ticker
ORDER BY vol_m DESC, strike ASC
LIMIT 1
)
) AS top_spy,
(
SELECT round(toFloat64(argMax(close, window_start)), 2)
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'SPY' AND window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00'
) AS spy_regular_close,
(
SELECT round(toFloat64(sum(size)) / 1e6, 2)
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-28 00:00:00' AND sip_timestamp < '2026-07-29 00:00:00'
) AS jul28_contracts_m,
(
SELECT round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260728') / sum(size), 1)
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-28 00:00:00' AND sip_timestamp < '2026-07-29 00:00:00'
) AS jul28_pct_0dte
SELECT
round(count() / 1e6, 2) AS option_prints_m,
round(toFloat64(sum(size)) / 1e6, 2) AS contracts_m,
jul28_contracts_m,
round(100.0 * sumIf(size, option_type = 'C') / sum(size), 1) AS call_pct_of_volume,
round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260729') / sum(size), 1) AS pct_0dte,
jul28_pct_0dte,
spy_regular_close,
top_spy.1 AS top_spy_strike,
top_spy.2 AS top_spy_type,
top_spy.3 AS top_spy_contracts_m,
top_spy.4 AS top_spy_is_0dte,
round(top_spy.1 - spy_regular_close, 2) AS top_spy_strike_minus_close
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-29 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00'選擇權成交明細顯示，11.03 百萬筆交易、涉及 66.84 百萬口合約；週二則為 59.28 百萬口。買權占合約成交量的 53.6%。當日到期的合約，也就是 零日到期合約，占 33.1%，週二則為 29%；這一節奏由到期時間所決定。SPY 交易最活躍的合約為 735 P，成交量達 0.36 百萬口；其履約價與 SPY 常規收盤價 $729.51 相差 5.49 美元，差額按履約價減收盤價計算。
報價帶
報價資料是本交易團隊最稀缺的資料集，且每個交易日都會進行衡量。普通交易日同樣會被記錄。
每個數據背後的精確 SQL 語法
SELECT
round(countIf(toDate(sip_timestamp) = toDate('2026-07-29')) / 1e6, 2) AS jul29_updates_m,
round(countIf(toDate(sip_timestamp) = toDate('2026-07-28')) / 1e6, 2) AS jul28_updates_m,
round((countIf(toDate(sip_timestamp) = toDate('2026-07-29')) / countIf(toDate(sip_timestamp) = toDate('2026-07-28')) - 1) * 100, 1) AS day_over_day_pct,
round(countIf(toDate(sip_timestamp) = toDate('2026-07-29') AND ticker = 'SPY') / 1e6, 2) AS jul29_spy_updates_m,
round(countIf(toDate(sip_timestamp) = toDate('2026-07-29') AND ticker = 'QQQ') / 1e6, 2) AS jul29_qqq_updates_m,
round(countIf(toDate(sip_timestamp) = toDate('2026-07-29') AND ticker = 'NVDA') / 1e6, 2) AS jul29_nvda_updates_m
FROM global_markets.cache_stocks_quotes
WHERE sip_timestamp >= '2026-07-28 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00'股票報價帶記錄了 722.65 百萬筆 NBBO 更新，週二則為 536.07 百萬筆，日對日變化為 34.8%。SPY 記錄 7.32 百萬筆更新，QQQ 為 8.72 百萬筆，NVDA 為 4.41 百萬筆。
每個數據背後的精確 SQL 語法
SELECT ticker,
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 IN ('AAPL', 'DIA', 'IWM', 'NVDA', 'QQQ', 'SPY', 'TSLA')
AND sip_timestamp >= '2026-07-29 13:30:00' AND sip_timestamp < '2026-07-29 20:00:00'
GROUP BY ticker
HAVING countIf(bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price) > 0
ORDER BY tickerSPY 正常交易時段的報價中位數 價差 為中間價的 0.27 個基點，QQQ 為 0.75 個基點，NVDA 為 1.55 個基點。最後兩欄是揭露資訊：單邊報價與交叉報價均按個別標的計數，並與中位數分開列示，而非默默剔除。交叉報價是指買價高於賣價，這是由許多交易場所的報價以奈秒解析度整合而成的綜合行情源中，常見的正常現象。
每個數據背後的精確 SQL 語法
SELECT round(anyIf(spread_bps, d = toDate('2026-07-29')), 2) AS jul29_median_spread_bps,
arrayCount(x -> x < anyIf(spread_bps, d = toDate('2026-07-29')), groupArrayIf(spread_bps, d != toDate('2026-07-29'))) + 1 AS rank_tightest,
count() AS sessions_compared,
toString(min(d)) AS first_session
FROM (
SELECT toDate(sip_timestamp) AS d,
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) AS spread_bps
FROM global_markets.cache_stocks_quotes
WHERE ticker = 'SPY'
AND sip_timestamp >= '2026-07-01 13:30:00' AND sip_timestamp < '2026-07-29 20:00:00'
AND (toHour(sip_timestamp) * 60 + toMinute(sip_timestamp)) BETWEEN 810 AND 1199
GROUP BY d
HAVING countIf(bid_price > 0 AND ask_price > 0 AND ask_price >= bid_price) > 0
)按照相同邏輯與每個7月交易日比較，當日 SPY 的中位數價差為 0.27 個基點，在自最窄價差起算、始於 2026-07-01 的樣本期間中，排名為 20／20。在行情平靜的交易日，這句話正是該面板的意義：流動性的普通交易日也是一項發現，並且已完成發布與界定。
每個數據背後的精確 SQL 語法
WITH
(SELECT count() FROM global_markets.cache_options_quotes WHERE sip_timestamp >= '2026-07-29 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00') AS jul29_options_rows,
(SELECT count() FROM global_markets.cache_stocks_quotes WHERE sip_timestamp >= '2026-07-29 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00') AS jul29_stock_quote_rows
SELECT
round(jul29_options_rows / 1e9, 2) AS jul29_options_bn,
round(jul29_options_rows / jul29_stock_quote_rows, 1) AS options_to_stock_ratio,
round((SELECT count() FROM global_markets.cache_options_quotes WHERE ticker >= 'O:SPY26' AND ticker < 'O:SPY27' AND sip_timestamp >= '2026-07-29 13:30:00' AND sip_timestamp < '2026-07-29 20:00:00') / 1e6, 0) AS jul29_spy_options_m選擇權 NBBO 報價帶記錄 13.55 十億筆更新，為股票報價帶的 18.8 倍；僅 SPY 根標的在正常交易時段就有 600 百萬筆更新。
Rates
每個數據背後的精確 SQL 語法
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
FROM global_markets.treasury_yields
WHERE date >= '2026-07-24' AND date <= '2026-07-29'
ORDER BY dateTreasury's file runs about a session behind the tape, so this panel reports the prints it holds: 4 dated rows in the window. The latest, dated 2026-07-29, put the two-year at 4.22%, the ten-year at 4.67% and the thirty-year at 5.2%, a two-to-ten-year spread of 45 basis points.
交易日背後的行事曆
每個數據背後的精確 SQL 語法
WITH
(
SELECT (argMax(t, (n, t)), max(n))
FROM (
SELECT t, count() AS n
FROM (
SELECT arrayJoin(tickers) AS t
FROM global_markets.stocks_news
WHERE published_utc >= '2026-07-29 04:00:00' AND published_utc < '2026-07-30 04:00:00'
)
WHERE t != 'SPCX'
GROUP BY t
)
) AS top_news,
(
SELECT (count(), uniqExact(cik), countIf(form_type = '4'), countIf(form_type = '8-K'), countIf(form_type = '424B2'), countIf(form_type = '10-Q'))
FROM global_markets.stocks_sec_edgar_index
WHERE filing_date = '2026-07-29'
) AS fil
SELECT
(SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date = '2026-07-29') AS ex_dividend_records,
(SELECT countIf(toFloat64(split_from) > toFloat64(split_to)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-29') AS reverse_splits,
(SELECT countIf(toFloat64(split_to) > toFloat64(split_from)) FROM global_markets.stocks_splits WHERE execution_date = '2026-07-29') AS forward_splits,
(SELECT count() FROM global_markets.stocks_ipos WHERE listing_date = '2026-07-29') AS listings,
(SELECT count() FROM global_markets.stocks_news WHERE published_utc >= '2026-07-29 04:00:00' AND published_utc < '2026-07-30 04:00:00') AS news_articles,
(SELECT uniqExact(JSONExtractString(publisher, 'name')) FROM global_markets.stocks_news WHERE published_utc >= '2026-07-29 04:00:00' AND published_utc < '2026-07-30 04:00:00') AS news_publishers,
top_news.1 AS top_news_ticker,
top_news.2 AS top_news_n,
fil.1 AS fil_total,
fil.2 AS fil_filers,
fil.3 AS fil_form4,
fil.4 AS fil_8k,
fil.5 AS fil_424b2,
fil.6 AS fil_10q7月29日有 85 筆股息紀錄進入除息，執行了 2 次反向分割與 1 次正向分割，另有 1 檔新股掛牌交易。新聞資訊流收錄來自 2 家發布商的 190 篇文章，其中報導最多的股票代號為 NVDA，在這個資訊流的時間範圍內共有 13 篇相關文章。EDGAR 每日索引顯示，當日共有 5742 份申報文件，來自 3064 家不同申報人，包括 712 份內部人士Form 4申報、440 份 8-K current reports、884 份 424B2 pricing supplements，以及 174 份 10-Q quarterly reports。該索引依照自身時程更新，本面板呈現生成時可取得的內容。
接下來
本週剩餘時間的資料，仍取自相同表格，但刻意將觀察期間延後。
每個數據背後的精確 SQL 語法
SELECT
(SELECT count() FROM global_markets.stocks_market_holidays WHERE date >= '2026-07-30' AND date <= '2026-07-31' AND status != 'open') AS closures_rest_of_week,
(SELECT count() FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-30' AND ex_dividend_date <= '2026-07-31') AS exdiv_records_rest_of_week,
(SELECT countIf(ticker IN ('AAPL', 'MSFT', 'JPM', 'KO', 'JNJ', 'XOM', 'CVX', 'PG', 'WMT', 'HD')) FROM global_markets.stocks_dividends WHERE ex_dividend_date >= '2026-07-30' AND ex_dividend_date <= '2026-07-31') AS household_exdivs,
(SELECT count() FROM global_markets.stocks_splits WHERE execution_date >= '2026-07-30' AND execution_date <= '2026-07-31') AS splits_rest_of_week,
round(100.0 * sumIf(size, substring(ticker, length(ticker) - 14, 6) = '260731') / sum(size), 1) AS jul31_expiry_pct_of_wed_volume,
(SELECT toString(max(settlement_date)) FROM global_markets.stocks_short_interest WHERE settlement_date <= '2026-07-29') AS latest_short_interest_settlement
FROM global_markets.options_trades
WHERE sip_timestamp >= '2026-07-29 00:00:00' AND sip_timestamp < '2026-07-30 00:00:00'假日表顯示，7月30日星期四和7月31日星期五合計有 0 個休市日。這兩個交易日共有 611 筆股息紀錄進入除息，當中 0 筆屬於抽查的十家家喻戶曉企業；另有 12 件股票分割預定執行。星期三的選擇權成交量中，19.7% 已經集中在到期日為7月31日星期五的合約。檔案中最新的融券餘額結算資料是 2026-07-15；該檔案公布時間有所延遲，延遲程度甚至足以讓 它擁有專文解說。
已驗證的交易時段
每個數據背後的精確 SQL 語法
SELECT
formatDateTime(min(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS first_spy_bar_et,
formatDateTime(max(toTimeZone(window_start, 'America/New_York')), '%H:%i') AS last_spy_bar_et,
countIf(window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00') AS regular_session_bars,
uniqExactIf(toDate(toTimeZone(window_start, 'America/New_York')), window_start >= '2026-07-29 13:30:00' AND window_start < '2026-07-29 20:00:00') AS day_sessions,
(SELECT count() FROM global_markets.stocks_market_holidays WHERE date = '2026-07-29') AS jul29_holiday_rows,
(SELECT toString(min(date)) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-29' AND date <= '2026-12-31' AND status = 'closed') AS next_closure_date,
(SELECT argMin(name, date) FROM global_markets.stocks_market_holidays WHERE date > '2026-07-29' 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 >= '2026-07-29 00:00:00' AND window_start < '2026-07-30 00:00:00'完整的正常交易時段：第一根 SPY K線為 04:00 ET，最後一根為 19:59 ET；正常交易時段共有 390 根K線，該時段在此時間範圍內占 1，該日期有 0 筆假日資料列。下一個預定休市日為 Labor Day，日期為 2026-09-07。
常見問答
2026年7月29日星期三股市表現如何？
SPY收盤價較前一交易日變動-1.52%，至$729.51；QQQ為-2.07%，DIA為-2.19%，IWM為-1.63%。在成交活躍的個股中，1652上漲，4342下跌。
2026年7月29日哪個類股領先？
在十一檔SPDR選擇類股基金中，Energy以1.89%居首。十一檔基金中表現最弱的是Industrials，成交價為-3.21%。
2026年7月29日期權市場交易多活躍？
成交量為66.84百萬張，高於前一交易日的59.28百萬張。當日到期合約占成交量33.1%，買權占53.6%。
2026年7月29日哪檔股票的成交金額最高？
MU以正常交易時段44.99十億美元的成交金額居首，領先成交金額為42.29十億美元的SPY。
資料說明
本期恢復每日系列；上一期每日版本為2026年7月10日，而每週回顧涵蓋本期之前的一週。具名的個股面板依字母順序排列，因此正文引用會指向固定列；排行榜與漲跌幅榜則依數值排序，其中所有位置說法均以合理性界限編碼。超大型股籃子與11檔基金的產業籃子均為預先定義且固定的集合，不是供應商的分類。漲跌幅榜設有500萬美元正常交易時段成交額門檻；若某標的的拆股在所比較的兩個收盤價之間執行，則予以排除；另依內部歧義防護規則排除一個重複使用的代號，確保每次點名都能對應至可驗證的標的。報價面板會逐一計入每個標的的單邊報價與交叉報價，不會默默刪除。美國財政部檔案與 EDGAR 每日索引各自依其排程到達，因此相關面板僅呈現其實際取得的內容，不預設資料已到位。本頁未列入任何隱含波動率指數：這些系列未獲授權納入本資料倉儲，因此波動率是透過價格區間、當日選擇權占比與報價行為，從成交資料中判讀。
方法論
- 市場資料來源：整合行情磁帶。
delayed_stocks_minute_aggs用於價格與成交量，options_trades用於選擇權行情磁帶，cache_stocks_quotes與cache_options_quotes用於 NBBO 面板。 - 收盤價：採用正常交易時段的最後一根分鐘 K 線，絕不假設為 16:00 的成交紀錄，也不採用延長交易時段的成交紀錄。
- 時區處理：所有儲存的時間戳記均為 UTC；WHERE 子句使用原始 UTC 字面值，且
toTimeZone僅出現在 SELECT 清單中，用於 ET 標籤。 - 交易時段驗證：根據假日表與實際觀測到的 K 線判定，絕不僅依據行事曆假設。
- 前一交易時段比較：在查詢中自 July 28 計算，絕不沿用先前文章的結果。
- 小數處理：所有價格、數量與成交量欄位，在任何除法或乘法運算前均轉換為 Float64。
- 具確定性的彙總：全程使用精確分位數與以 tuple 為鍵的同值排序規則；文中每一項排序或正負方向的說法，均以合理性界限編碼。
- 資料倉儲截至日期：2026年8月1日，即該交易時段後三天，已超過行情磁帶通常一至兩天的匯入延遲；若生成時發現資料集缺漏，上述受限收據仍會保留這篇文章。
交叉連結：前一篇每日市場回顧、每週市場回顧、選擇權到期時間、買賣價差的定義，以及 兩年至十年期利差。
如果要將視窗重新指向其他交易時段，上述每項查詢都可在 Strasmore 終端機上原樣執行。