Daily Brief Archive: July 22, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- Nasdaq +1.29%, snapping a 3-day slide; memory led — MU +12%, SNDK +14%
- Morgan Stanley: memory shortage shows 'no sign of easing,' Q3 prices +25% minimum
- Gold $4,082, WTI $85, 10Y at 4.63% — the stagflation mix stays on the table
- Day 9 of US-Iran strikes; Tehran floats talks, oil spikes then fades
- FOMC meets next week (blackout now); nine officials lean toward a hike this year
Hong Kong
- HSI flat at 25,132, HSTECH +1.32% — AI hardware counterattacked while oil and coal dragged
- Southbound flows swung to a net HK$7.17B buy, fully reversing last week's selling
- A-shares V-reversed with the STAR 50 up 10.73% — AI remains the cross-market consensus
- Gold above $4,000 lifted the miners in unison — Zhaojin +10.1%, Zijin +4.6%
- Zhipu roared back +36.9% on the compiler-team buy and a 1GW domestic-chip datacenter
Today's Watchlist
- Tonight after close: Alphabet, Tesla, IBM and AT&T — the AI-capex referendum
- Tesla options imply ±6%, the biggest earnings bet in a year — we watch from the rail
- APLD short covered: the 7/27 print collides with 27% short interest
- SNPS watches the 7/27 Kimi K3 technical report — the EDA moat's proof-or-disproof moment
- Thursday: Intel, ServiceNow and the ECB; Friday: global flash PMIs
- The Section 122 global 10% tariff expires Friday with no defined path forward
Deep Dives (0 names)
No deep-dive names match the current filters
Rapid Scan (2 names)
| Ticker | Close | Change | Score | Direction | One-line take |
|---|---|---|---|---|---|
 BMOUS | $178.76 | +0.43% | 7 | Long | Triggered the breakout screen again just 3% off the high — position and breakout channels double-confirm the most comfortable kind of long |
 HXLUS | $108.67 | +2.78% | 7 | Long | Back-to-back breakout triggers 1% off the high as the aerospace-composites cycle climbs; RSI 73 runs hot but trend is king — hold |