A-Share Pre-Market Brief | 2026-09-29, Tuesday
In the pre-holiday ebb phase, the strongest catalyst in this morning's news flow is announcement-grade: GAC Group (广汽集团, 601238, main board) resumes trading today after a halt of about two weeks, plan…
Starr Fintech Global · Desk Research
190 reports
In the pre-holiday ebb phase, the strongest catalyst in this morning's news flow is announcement-grade: GAC Group (广汽集团, 601238, main board) resumes trading today after a halt of about two weeks, plan…
Today was selective risk-off: the AI-safety shock (the weekend OpenAI training-halt event) played out per the pre-market script — the Nasdaq led the three major indexes lower at -0.92%, the 10Y Treasu…
Strongest catalyst: NVIDIA officially announced pre-market a +$150 billion share buyback authorization (total authorization rising to $235 billion, the largest increase in history, running through FY2…
The expected "gap-up repair" never came — what came instead was a low-open, low-close, high-volume second leg down: SSE Composite -1.67% to close at 3823.62 (below the 9/24 low of 3888, intraday low 3…
The strongest holiday news is macro: the China-US presidential summit produced a consensus of eight deliverables (9/23–9/25, including a "USD 30 billion reciprocal tariff-reduction arrangement", the t…
Strong risk-on, but not for the reason the pre-market gave. The Nasdaq +2.26% to close at 27,122.09, a record closing high; the Philadelphia Semiconductor Index +4.29%, Nasdaq 100 +2.83%, S&P 500 +1.4…
There is only one trade today: Saudi crude exports have recovered (back above 4 million bpd in September, versus a low of just 2.4 million bpd in August), and WTI fell for a 4th consecutive session to…
The hardest fact today is not a headline, it is a spread that can be computed within one and the same timestamp and one and the same currency: on 9/17 the A-share market killed precious-metal equities…
Today was risk-on, but not the kind of risk-on this morning's pre-market watchlist described — the leader was not its No. 1 theme, it was its No. 3 theme. S&P +1.14%, Nasdaq +1.69%, Dow +0.61%, Russel…
Yesterday the Fed hiked because of oil, and today oil collapsed on its own — that is the one-sentence explanation for this entire morning. The Fed hiked 25bp to 3.75%–4.00% at 09-16 14:00 ET, 12-0 una…
Sentiment turned from euphoric to receding; the pre-market list got the leading theme wrong — and also got wrong the one bearish call it was most confident about. Today the Shanghai Composite fell −0.…
The chronology is real, but the conclusions drawn from it must be discounted. The broad A-share rally on 9/16 (75.1% of names up, semiconductors 184 up / 1 down) did all happen before the FOMC release…
The hike itself was fully expected; what knocked the market down was the dot plot and the language — the pre-market piece got "the real variable is not this 25bp but the dot plot and Warsh's language"…
There is only one real protagonist in this pre-market, and it does not come on stage until two in the afternoon. The FOMC decision at 14:00 ET and the press conference by Powell's successor Kevin Wars…
Sentiment jumped straight from "freezing point" to "broad-based euphoria": limit-ups 32 → 89, limit-downs 27 → 4, failed-limit rate 42.9% → 11.0%, promotion rate 13.0% → 37.5%, gap-up hold rate 17.4% …
Today is a "no new catalyst day." Filings inside the window were dominated by the "abnormal share-trading fluctuation" category (20-odd of them), and that category was empirically proven just yesterda…
Today was risk-off, but the real axis wasn't AI — it was crude oil. All three major indices turned from green to red: S&P −0.45% (7,585.73), Dow −0.63% (52,093.11), Nasdaq −0.78% (25,981.57), Russell …
Today's pre-market is not a directional trade; it is a "Monday reversal." S&P futures −0.17%, Nasdaq futures −0.12%, SPY −0.14% — at the index level almost nothing moved; but the cross-section underne…
Sentiment temperature: breadth is at freezing point, money is in single-point euphoria. Market-wide 1,120 up / 4,376 down (advancers only 20.2%), mean change −1.37%, median −1.50% — a textbook broad-d…
The strongest catalyst is a "narrative event," not an order event: Anthropic CEO Dario Amodei published an approximately 3,900-word essay "We Must Pace the Frontier" on 9/12 (Sat), arguing that "we mu…
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