Daily Brief Archive: August 4, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- Iran de-escalation sent crude down over 5%; risk appetite returned across the board
- Dow hit a record 53,178; S&P 500 +1.48%, Nasdaq +2.1%
- Microsoft added roughly $450B in one session — the largest single-day gain in US history
- Morgan Stanley blessed AI capex; META +6%, GOOGL +4.9%
- Apple bucked the tape at -1.78% as memory inflation bites margins and supply
- AstraZeneca -6.88%: a rumored $400B megamerger was punished, not rewarded
Hong Kong
- Hang Seng +0.48% back above 26,000; HS Tech +0.96%
- Southbound net buying of HK$11.03B rotated back into platforms
- Alibaba +7.01% to 125.2 on the 2.4T-parameter Qwen3.8 launch
- WuXi AppTec lifted FY guidance to RMB58.5–60.5B; A/H shares ripped
- CXO names rallied together: WuXi Bio +4.4%, Pharmaron +7.9%
- Semis lagged all session; the Kingboard complex stayed pinned in oversold territory
Today's Watchlist
- PLTR posted $0.41 EPS vs $0.28 est., revenue +92.8% after the close
- SNDK reports FQ4 on 8/5, right after defending the $1,000 shelf
- WuXi AppTec's H-shares spiked more than 14% intraday on 8/4
- ATKR agreed to Prysmian's $95/share all-cash bid; the arb spread has narrowed
- If AZN/BMY advances, antitrust review is the dominant variable
- Memory inflation cuts both ways: a tailwind for MU/SNDK, a headwind for AAPL
Deep Dives (0 names)
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Rapid Scan (2 names)
| Ticker | Close | Change | Score | Direction | One-line take |
|---|---|---|---|---|---|
 1888HK | HK$30.28 | +0.93% | 5 | Neutral | Up 0.93% but down 62.6% on the month and 72% from its high, with RSI oversold at 31.0 barely above the 200-day at HK$29.81; the laminate cycle hasn't bottomed; sidelines. |
| 148HK | HK$41.18 | -0.15% | 5 | Neutral | Down 0.15% and off 57.6% on the month with RSI oversold at 30.9, below the 200-day at HK$44.67; the same intact downtrend as 1888; sidelines. |