Daily Brief Archive: July 8, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- Chips sold again: Samsung's print missed the loftiest bar and DeepSeek's own-chip report hit — Nasdaq -1.2%
- S&P -0.45% to 7,503.85, SMH down 3%+ as pricey AI names see profit-taking
- Iran hit a tanker near Hormuz: Brent +3% to $74.16, energy led with XLE +2.8%
- Rivian's 75M-share, $1.5B offering triggered an 18% dilution rout
- Vertex's $10B all-cash Crinetics buyout ($85/share) stokes the biotech M&A wave
Hong Kong
- HK opened soft and closed broadly higher, HS Tech leading; Tencent up seven straight
- Beaten-down internet repairs: Alibaba, Xiaomi and Kuaishou all up 2%+ early
- Domestic-compute narrative builds: Meituan's LongCat-2.0 trained fully on local silicon; Biren +10%
- UBTECH fell another 5.8% as the robotics cool-down continues
- The tanker attack lifted energy; the big-three Chinese oils bounced from oversold
Today's Watchlist
- SK Hynix lists on Nasdaq Jul 10 — memory-trade money faces reallocation
- Tesla earnings Jul 22 and AMD's Advancing AI Jul 23 — two judgment days
- If DeepSeek's own chip is confirmed, the AI-compute narrative gets rewritten
- Hormuz heats up: the fragile US-Iran truce amplifies oil volatility
- SpaceX -6.8% the day after inclusion — the 'inclusion marks the top' pattern strikes again
Deep Dives (0 names)
No deep-dive names match the current filters
Rapid Scan (3 names)
| Ticker | Close | Change | Score | Direction | One-line take |
|---|---|---|---|---|---|
 2513HK | HK$1,750 | +8.70% | 6 | Neutral | +8.7%, the domestic-LLM flagship +1,358% YTD; an 18%-ATR conviction rollercoaster |
 9903HK | HK$565 | +4.73% | 6 | Neutral | +4.7% dancing with Biren in domestic GPUs; +42% month, huge swings — theme-size only |
 6990HK | HK$482.6 | -6.11% | 5 | Neutral | -6.1% as the ADC leader gives back a +23% month — profit-taking at peak pharma sentiment |