CtWinner

Semiconductor equipment and upstream chip clusters’ downward trend has paused, showing a lower-volume consolidation.
After ASML and AVGO went through a sharp nearly 10% correction in the Philadelphia Semiconductor Index last week, trading volatility has eased.
Earlier, although top-tier foundries such as TSMC had put forward strong capital expenditure outlooks, the market’s bar for “good news being cashed in” has been extremely strict because chip stocks had accumulated a huge rally beforehand.
The market is currently in a transition phase from simply relying on valuation expansion to requirin

As the first among the US “Magnificent Seven” to disclose its Q2 results after Wednesday’s close, Tesla led the charge, with capital showing a sharp split between aggressive pre-emptive positioning and defensive risk-avoidance during the session.
Tesla (TSLA) received early long-side fund positioning during trading, and its performance over the month was significantly stronger than the broader market.
Market attention on Tesla is highly concentrated on the progress of its Robotaxi commercialization rollout, the advancement of Full Self-Driving (FSD) licensing, and its Q2 auto business gross ma

U.S. stock markets are entering this week’s critical “technology earnings super week.” After earlier digestion and consolidation following selloffs led by the AI chip sector, volatility at high levels has intensified.
With the second-quarter earnings reporting season fully underway, 86 companies among S&P 500 constituents are scheduled to release results in a dense wave this week. Market focus has shifted from a single theme of “AI hardware capacity expansion” to whether “capital inflows and outflows from tech giants can be converted into real cash flow.”
In addition, energy risk premia booste

ExxonMobil XOM and the energy cluster CVX Energy sector strengthened despite the trend reversal.
Week-on-week gains for targets such as Chevron CVX exceeded 6%, and Brent crude jumped 4.6%, approaching $87 per barrel.
Tensions in the Middle East and escalating geopolitical developments have sparked worries in the market about potential disruptions to crude oil supply, driving crude oil futures higher; energy leaders then became the core stronghold for absorbing risk-hedging capital during the broader market pullback.
‍#夏日创作营

Netflix (NFLX) saw a severe sell-off after-hours following its earnings report, plunging 7.26% to close at $68.95, with single-day trading volume surging to nearly 142 million shares, placing it among the top spots on the market’s most active list.
While its Q2 performance was broadly in line with Wall Street expectations, the outlook for the next quarter provided by management lacked any upside surprise, and growth in user engagement also slowed somewhat.
Against the backdrop of a large prior run-up, the absence of an upside catalyst directly triggered concentrated profit-taking and cashing o

After the market’s concentrated sell-off last week, the U.S. stock market is now in a tug-of-war period where high valuations in AI concept stocks are being digested and geopolitical disturbances in the Middle East are adding uncertainty.
Last week, the Nasdaq Composite Index fell 2.9% week-over-week, the S&P 500 Index dropped 1.6%, and the semiconductor and AI hardware supply chain became the main concentrated target of selling pressure.
As the second-quarter earnings season fully enters a dense reporting period this week, market funds are closely watching whether tech giants’ capital expendi

I saw the news that Stephen Ching’s father, Xie Xian, has passed away.
Before, when I watched a variety show, he seemed to be in pretty good shape.
It feels like so many older-generation entertainers have passed away this year.
It also seems like the newer generation of entertainers hasn’t really grown up.
The few actors, like Yu Haibo, that I like aren’t acting anymore.
Now it’s just that I keep watching old TV dramas over and over, and they’re much better than the new ones.

@ExploreLaura My cousin’s sister is traveling around the world.

Yesterday I said Spain vs Argentina in the regular season ended in a draw.
It seems like not many people believed 🤣🤣.

Macroeconomic conditions and sector capital flows
Driven by intensifying tensions in the Middle East, Brent crude oil and WTI crude oil have continued to rise. WTI broke through $81 per barrel, and Brent is nearing $87 per barrel. Geopolitical risk premia have led the energy sector to be the only sector that gained today among the S&P 11 major sectors.
The latest U.S. PPI and retail sales data confirm that inflation is continuing to cool. The 10-year Treasury yield has fallen back to around 4.52% ~ 4.55%, but this has not been able to completely prevent a structural liquidation in growth stock

UnitedHealth (UNH) rose against the market by 1.2% to 2.2%, leading a rebound in the healthcare sector and becoming a main safe haven for defensive capital, significantly cushioning the Dow Jones Index’s decline.
UnitedHealth’s second-quarter results beat analysts’ expectations across the board, and management subsequently raised its 2026 full-year profit guidance.
Against the backdrop of high-level tech consolidation and rising geopolitical tensions in the Middle East, healthcare leaders with strong cash flow and valuation defenses attracted increased safe-haven demand.
‍#沃什称AI是否引发通胀取决于美联储

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