Daily Brief Archive: July 24, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- Dow -0.97%, S&P -1.21%, Nasdaq -2.15% under the twin weight of earnings and oil
- TSLA -14.5% as margins hit 1.4%; GOOGL -7.1% on another $15B capex raise
- Tankers hit in the Red Sea; Brent +5% through $100, reigniting the inflation trade
- The 10-year at 4.707%, an 18-month high; claims at 187K show a still-strong labor market
- Defense and life-science beat-and-raises: LMT +10.5%, TMO +8.7%, RTX +7.3%
- INTC crushed estimates after hours, ripping +12% toward $110
Hong Kong
- The Hang Seng rose 1.28% to 25,211, back above 25,000; HS Tech +0.65%
- Southbound sold a net HK$4.23B; Tencent steadied +1% but is still -6.9% on the week
- Lithium erupted: Ganfeng H-shares +9.9%, A-share miners at limit-up, carbonate futures +5%
- Gold held at $4,119 as miners extend weekly-scale rallies (China Gold Intl +22.9% on the week)
- Cathay Pacific pre-announced H1 profit +62-76%; Citi double-upgraded to Buy
- Chip names pulled back: Hua Hong -7%, SMIC -3%
Today's Watchlist
- Wednesday 7/29: the FOMC decision collides with MSFT/META earnings after the close
- Thursday 7/30: AAPL/AMZN earnings plus US Q2 GDP
- PayPal's buyout talks resolve by end-July, with 7/28 earnings as mutual leverage
- COIN reports 7/30 with volumes tracking a third straight decline — our position is closed
- The month-end Politburo meeting sets H2 policy; China PMI lands 7/31
- HSBC reports 8/4: Goldman models +25% profit and a fresh $1.5B buyback
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