A股盘前速览 | 2026-10-13 星期二
最强催化剂是第三批三季报预告(10/12 晚批量落地 60+ 家):联讯仪器(688808)前三季 +1866%~2073%、Q3 单季环比再翻约 3 倍为全场最硬数据,资源侧神火股份(000933)+112%、北方稀土(600111)+135%~139%逻辑独立;最强分支为三季报业绩线(资源红利+光通信测试双轮)与油运(11 日霍尔木兹及阿曼湾 6 艘船同日遇袭、胡塞再袭利雅得机场、布油 106…
Starr Fintech Global · Desk Research
Byproduct of market-making analysis · Public desk archive
190 reports
最强催化剂是第三批三季报预告(10/12 晚批量落地 60+ 家):联讯仪器(688808)前三季 +1866%~2073%、Q3 单季环比再翻约 3 倍为全场最硬数据,资源侧神火股份(000933)+112%、北方稀土(600111)+135%~139%逻辑独立;最强分支为三季报业绩线(资源红利+光通信测试双轮)与油运(11 日霍尔木兹及阿曼湾 6 艘船同日遇袭、胡塞再袭利雅得机场、布油 106…
Columbus Day quiet session (S&P volume ~2.29 billion shares, less than half of Friday's 4.78 billion), indices narrowly diverged: Dow +0.38% the lone gainer, S&P -0.06%, Nasdaq/Russell ~-0.4%; the str…
This week is a dual event week of "earnings season + inflation data": Tuesday JPM/GS/WFC/C kick off the season, Wednesday September CPI (headline expected +0.6% m/m, 3.6% y/y), Thursday PPI and retail…
A low-volume cash-in day with divergence tilting cold: two-market turnover shrank to 1.55 trillion (breaking below the pre-market self-set 1.6 trillion warning line) and over 4,300 stocks fell, yet se…
The strongest catalyst is the weekend policy combo: the CPC Central Committee and State Council's "Opinions on Developing New Quality Productive Forces" (authorized for release 10/9 18:04) fully imple…
Today was a low-volume recovery day: all three major indexes rose (S&P +0.59%, Dow +0.83%, Nasdaq +0.64%), VIX broke below 15 to close at 14.84, and the 10Y held at 5.24%. The pre-market list's 1 them…
Overnight into this morning is a dual-track session of "an oil-pullback-driven recovery day + a Medicare star-rating reshuffle": Trump said he will not strike Iran before the midterms and called talks…
Deep-V reversal, sentiment thawing from the freezing point: all three major indices fell together in the morning (ChiNext broke below 3000 intraday, STAR 50 down as much as −4.6%), then fully recovere…
The strongest catalyst is the double hit of oil price and tanker freight: Brent 10/8 night session settled at 104.28 USD/barrel (+3.7%); Houthi ballistic missiles struck the Saudi capital's airport, a…
Today was a day where "the AI narrative repricing killed tech, while macro came to the rescue": the 30Y auction — the biggest pre-market worry — came in strong (stop-through of ~8bp) and the 10Y yield…
Overnight into this morning is an intensifying "rates + oil double whammy": the 30Y Treasury yield spiked to 5.72% intraday, a 24-year high, 10Y 5.34%; Waller went hawkish again this morning ("further…
First trading day back after the holiday: gap-up profit-taking, broad declines into the close — Shanghai Composite −0.79%, STAR 50 −4.82% led the downside; across both exchanges only 1698 advancers vs…
First session after the holiday; the holiday's final night delivered a "divergence + hawkish" combo: ① On 10/7 the three major US indices closed modestly lower (Nasdaq −0.22% at 27538.69), but the sto…
A mild, "minutes-confirmed" risk-off on the day after new highs: the September FOMC minutes released at 14:00 ET showed all 19 members backing the rate hike, with a majority deeming "one more hike thi…
The overnight-to-this-morning throughline is "rate backlash after new highs": futures rose together early overnight with S&P futures at an all-time high (Astera, GE Vernova, Arista leading the indicat…
Day 7 of the A-share holiday (the final day), no domestic session; the sentiment temperature is read via offshore proxies: on the last holiday day, offshore markets offered not a plus but divergence —…
Ahead of the holiday's final verification night, the news flow has formed two main lines: ① innovative drugs / BD going overseas — HK stocks exploded across the board on 10/6 (CanSino Biologics (06185…
Today was risk-on: the 10Y Treasury yield fell back from 24-year-high territory to 5.27% (-4bp), oil dropped ~2%, the S&P closed +0.58% at 7,818.93 and the Nasdaq +0.45% at 27,599.79 — both record clo…
Catalysts are dense from overnight into this morning: the strongest theme is the AI compute/semiconductor rally continuing — TSMC ADR rose +2.75% on Monday to $485.80, both all-time highs (Musk confir…
Day 6 of the A-share holiday break with no domestic tape; the sentiment temperature reads through overseas proxies: the holiday's strongest main line — innovative drugs — keeps getting validated by Ho…
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