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Starr Fintech Global · Desk Research

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190 reports

Tue A-Share Pre-Market

A-Share Pre-Market Brief | Tuesday, 2026-10-06

The strongest catalyst over the National Day holiday (9/30 15:00 → 10/6 07:00) is innovative drugs going overseas: AstraZeneca's USD 2 billion strategic investment in Summit (~12% stake, USD 18.36/sha…

12 entries Top 恒瑞医药 82 MT
Mon US Recap

US Market Recap | 2026-10-05 (ET) Monday

Today risk-on continued: ISM Services at 54.9 was roughly in line, and the oil pullback soothed inflation worries; all three major indexes rose, with the S&P (+0.66% to close at 7,773.95) and the Nasd…

Reconciliation report MT
Mon US Pre-Market

US Pre-Market Brief | 2026-10-05 (ET) Monday

Catalysts have been dense from the weekend through this morning: the strongest events are Vaxcyte (PCVX) top-line positive Phase III OPUS-1 for its 31-valent pneumococcal vaccine, up +53%~+68% pre-mar…

14 watch · 3 avoid Top 英伟达 74 MT
Mon A-Share Recap

A-Share Market Recap | 2026-10-05 Monday

Day 5 of the holiday: no A-share trading, no price reconciliation; what actually happened today was in Hong Kong — after a lower open, losses narrowed and divergence narrowed, the Hang Seng Index fini…

Reconciliation report MT
Mon A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-05 Monday

Day 5 of the holiday; the biggest macro variable of the holiday has landed: US September nonfarm payrolls +29,000, far below the expected 84,000-90,000; unemployment rose to 4.2%; average hourly earni…

24 entries Top 中际旭创 74 MT
Fri US Recap

US Market Recap | 2026-10-02 (ET) Friday

Today was a structural risk-on market: the big September payrolls miss (+29,000 vs +84,000 expected, unemployment rising to 4.2%) instead ignited the rate-cut trade — all three major indexes rose (S&P…

Reconciliation report MT
Fri US Pre-Market

US Pre-Market Brief | 2026-10-02 (ET), Friday

The strongest overnight catalyst is Micron (MU) Q4 results and Q1 guidance dramatically beating across the board (revenue guidance of $61.5B vs. market expectation of ~$57B, another company record) + …

12 watch · 2 avoid Top 美光科技 83 MT
Fri A-Share Recap

A-Share Market Recap | 2026-10-02 Friday

Day 2 of the holiday: no A-share trading, no price reconciliation; what actually happened was in Hong Kong — the Hang Seng Index closed down 1.21% (down over 3% intraday at one point), Hang Seng Tech …

Reconciliation report MT
Fri A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-02 Friday

On holiday day 2, the mainlines received real-gain endorsement: the three major US indexes edged up overnight (S&P +0.19%, Nasdaq +0.04%, Dow +0.04%), but optical communications and memory chip stocks…

24 entries Top 兆易创新 72 MT
Thu US Recap

US Market Recap | 2026-10-01 (ET) Thursday

Today was a cautious risk-on of "intraday bond-rout shock, late-session relief as the bond market exhausted itself": the 10Y Treasury spiked to 5.344% intraday (highest since 2002), knocking all three…

Reconciliation report MT
Thu US Pre-Market

US Pre-Market Brief | 2026-10-01(ET) Thursday

The strongest catalyst is "Micron's beat-and-raise landing": MU FQ4'26 revenue $54.23B (+379%, first time above $50B) far above consensus ~$51.2B, non-GAAP EPS $33.42 (vs $31.45), gross margin 87.0%; …

10 watch · 5 avoid Top 美光 81 MT
Thu A-Share Recap

A-Share Market Recap | Thursday, 2026-10-01

Day 1 of the National Day closure, no tape to reconcile — sentiment carries over from the 9/30 close (divergent and cautiously biased, promotion rate 21.1%, highest board at 7 consecutive limit-ups); …

Reconciliation report MT
Thu A-Share Pre-Market

A-Share Pre-Market Brief | 2026-10-01 Thursday

First night of the National Day holiday, and the Micron earnings the world's money cares most about landed — beating the top end of guidance across the board: FY26Q4 revenue $54.23 billion (consensus …

22 entries Top 兆易创新 72 MT
Wed US Recap

US Market Recap | 2026-09-30 (ET) Wednesday

A divergent, weaker quarter-end close: Dow -0.86%, S&P -0.25%, with both closing at their intraday lows; Nasdaq +0.24% the only green index; the strongest theme remained AI compute/memory (SMH +0.35%,…

Reconciliation report MT
Wed US Pre-Market

US Pre-Market Brief | 2026-09-30 (ET) Wednesday

Today's strongest catalyst is "Micron after-hours earnings" (after close 9/30, call at 4:30pm ET): consensus adj EPS ~$31.4, revenue ~$51B (YoY +350%); the company previously guided revenue $50B±$1B, …

8 watch · 3 avoid Top 美光 81 MT
Wed A-Share Recap

A-Share Market Recap | 2026-09-30 (Wednesday)

Violent high-to-low rotation under an index-level paint job: STAR 50 (000688) -2.51% slammed (roughly -8% on the week); semiconductors posted a main-force net outflow of RMB 13.46 billion (THS caliber…

Reconciliation report MT
Wed A-Share Pre-Market

A-Share Pre-Market Brief | 2026-09-30 (Wednesday)

On the last pre-holiday trading day, the strongest pre-market catalyst is announcement-grade real money: 迪哲医药-U (Dizal Pharma, 688192, STAR) announced it has received the US$600 million upfront paymen…

17 entries Top 迪哲医药 69 MT
Tue US Recap

US Market Recap | 2026-09-29 (ET) Tuesday

Today was a weakly differentiated market under rate pressure: the 30-year Treasury yield hit a roughly 24-year high and the 10Y closed at 5.255%; the three major indexes closed modestly lower (S&P -0.…

Reconciliation report MT
Tue US Pre-Market

US Pre-Market Brief | 2026-09-29 (ET) Tuesday

The strongest catalyst is NVIDIA: After the close on 9/28 it announced a new $150 billion share repurchase (total authorization $235 billion, running through January 2028 — the largest single buyback …

13 watch · 7 avoid Top 英伟达 84 MT
Tue A-Share Recap

A-Share Market Recap | Tuesday, 2026-09-29

Weak recovery the day after sentiment hit freezing point: all three major indexes closed green (Shanghai Composite +0.18%), 57 limit-ups vs 10 limit-downs (56 limit-downs yesterday), the advancement r…

Reconciliation report MT