Starr Fintech Global SFG Desk Research

Starr Fintech Global · Desk Research

Archive

Byproduct of market-making analysis · Public desk archive

Market All A-ShareUS

190 reports

Tue A-Share Pre-Market

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…

18 entries Top 神火股份 71
Mon US Recap

US Market Recap | 2026-10-12 (ET) Monday

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…

Reconciliation report MT
Mon US Pre-Market

US Pre-Market Brief | 2026-10-12 (ET) Monday

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…

6 watch · 6 avoid Top 英伟达 77 MT
Mon A-Share Recap

A-Share Market Recap | 2026-10-12 (Monday)

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…

Reconciliation report MT
Mon A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-12 Monday

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…

17 entries Top 中远海能 75 MT
Fri US Recap

US Market Recap | 2026-10-09 (ET) Friday

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…

Reconciliation report MT
Fri US Pre-Market

US Pre-Market Brief | 2026-10-09 (ET) Friday

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…

9 watch · 5 avoid Top Humana 76 MT
Fri A-Share Recap

A-Share Market Recap | 2026-10-09 Friday

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…

Reconciliation report MT
Fri A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-09 Friday

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…

19 entries Top 中远海能 78 MT
Thu US Recap

US Market Recap | 2026-10-08(ET) Thursday

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…

Reconciliation report MT
Thu US Pre-Market

US Pre-Market Brief | 2026-10-08 (ET) Thursday

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…

12 watch · 4 avoid Top 台积电 ADR 77 MT
Thu A-Share Recap

A-Share Market Recap | 2026-10-08 Thursday

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…

Reconciliation report MT
Thu A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-08 Thursday

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…

24 entries Top 恒瑞医药 84 MT
Wed US Recap

US Market Recap | 2026-10-07 (ET) Wednesday

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…

Reconciliation report MT
Wed US Pre-Market

US Pre-Market Brief | 2026-10-07 (ET) Wednesday

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…

10 watch · 3 avoid Top 台积电 ADR 76 MT
Wed A-Share Recap

A-Share Market Recap | 2026-10-07 Wednesday

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 —…

Reconciliation report MT
Wed A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-07 Wednesday

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…

22 entries Top 恒瑞医药 84 MT
Tue US Recap

US Market Recap | 2026-10-06 (ET) Tuesday

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…

Reconciliation report MT
Tue US Pre-Market

US Pre-Market Brief | 2026-10-06 (ET) Tuesday

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…

10 watch · 7 avoid Top 台积电 ADR 77 MT
Tue A-Share Recap

A-Share Market Recap | 2026-10-06 (Tuesday)

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…

Reconciliation report MT