Daily Brief Archive: August 7, 2026 — U.S. & Hong Kong Stock Analysis
Free previewU.S. Markets
- The Dow fell 0.9%, ending a five-day streak; S&P -0.2%, Nasdaq -0.1%
- Index moves were mild while single-name earnings were slaughtered
- HONA -23.2%: a $300M guidance cut as casting shortages choke aftermarket
- APP -19.7%, DDOG -19.0% and HUBS -19.1% all cratered the same day
- WDC -13.0%: falling NAND spot pricing outweighed an earnings beat
- Rising Treasury yields plus firmer crude marked the first ebb in risk appetite
Hong Kong
- The Hang Seng fell 1.49% to 25,530.28; HS Tech -2.28%
- Southbound flows flipped to net selling of HK$1.46B
- Platforms fell broadly: Baidu -4%, Alibaba -2.89%, Tencent -2.64%
- HK memory names fell in sympathy with WDC stateside
- AI model names bucked the tape: MiniMax +17%, Zhipu +4%
- Coal and TCM names firmed as money rotated defensive
Today's Watchlist
- SNDK grew revenue 372% at an 84.6% gross margin, yet fell 6.81%
- Falling NAND spot pricing is the memory chain's core variable today
- SNDK's multiple compressed to 17.3x post-earnings, a valuation reset
- Beats punished again: guidance now outweighs the quarter itself
- INSM +33.9% on TPIP data and peak sales guidance above $14B
- SPCX +6.14% as the lockup supply shock failed to materialize
Deep Dives (0 names)
No deep-dive names match the current filters
Rapid Scan (2 names)
| Ticker | Close | Change | Score | Direction | One-line take |
|---|---|---|---|---|---|
 6869HK | HK$118.2 | +0.77% | 5 | Neutral | Up 0.77% but still 36% below the 50-day at HK$184.85 after a 27.2% month, with RSI weak at 41.4. The fiber demand narrative diverges sharply from the price and only eight analysts cover it. Closing the position pending trend confirmation. |
 1888HK | HK$35.14 | +0.69% | 5 | Neutral | Up 0.69% but still down 51.7% on the month and 41% below the 50-day at HK$60.02, with RSI weak at 37.6. The laminate cycle hasn't bottomed and yesterday's entry rationale is too thin. Closing the position. |