Daily Brief Archive: July 7, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- Jul 6: all three majors up — Dow tops 53,000 to a record, S&P +0.7%, Nasdaq +1.1%
- Memory snaps back hard: UBS, Citi and BofA all turn bullish; the DRAM ETF jumps 7% in a day
- Tesla's Miami robotaxi launch drives a +6.7% pop past $420, leading EVs higher
- AMD +6.6% toward 52-week highs, front-running MI400 into its July Advancing AI event
- SpaceX joins the Nasdaq-100 today; J.P. Morgan pegs $4.3B of forced passive buying
Hong Kong
- HK firms up post-holiday, HS Tech leads on AI-compute and chip names
- Tencent +2.3% to HK$462, bouncing after an intraday low not seen since April 2025
- Kuaishou -10.9% after Tencent block-sold ~$1.6B of its stake off-market
- Meituan +4.3%, Biren +4.1% as instant-retail and domestic compute rebound
- Alibaba loiters at HK$96 near 52-week lows, RSI 33.9 — still left-side
Today's Watchlist
- SpaceX joins Nasdaq-100 today: passive inflows vs. the historical one-month give-back
- SK Hynix lists on Nasdaq Jul 10 — may trigger rotation within the memory trade
- Tesla earnings Jul 22: robotaxi economics and margins are the real exam
- AMD's Advancing AI event nears; the MI400 timeline is the valuation linchpin
- HK AI-compute theme runs hot — chase domestic chips only with a stop
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