A股每日報告 2026-07-23（週四）
A股 7/23 高低切换延续·权重资源全面开花——四大股指齐涨、超 4,200 只上涨、涨停 116 家；电网设备（长缆 3 连板、近 20 股涨停，+6.65%）、能源金属锂（盛新/永杉涨停，+6.53%）、油气（中曼 2 连板，+4.35%）、黄金有色/煤炭全面爆发，仅半导体独跌（
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台股每日報告 2026-07-23（週四）
台股 0723 連三紅但漲多歇腳、塑化撐盤半導體回檔：加權微漲 25.03 點（+0.06%）收 44,850.81、量縮至 9,217 億（前 10,160 億、-9.3%）；台塑化 +9.52% 漲停、塑化三寶（台塑 +4.25%、台化 +1.56%）續強撐盤，外資連二買 +69.6 億、投信連買 +53.4 億、三大法人合計 +164.9 億；惟矽晶圓／PCB／記憶體回檔（台勝科 -9.94%、環球晶 -9.68%、臻鼎-KY -9.48%、中美晶 -9.19% 五檔重挫）、廣度轉弱 74 漲 83 跌（比 0.89）；台積電 +0.21% 收 2,405 權值持平、AI 伺服器逆…
Daily US Equity Report 2026-07-23 (Thu)
7/22 (Wed) — "flat-tape illusion, rotation reality": all three indices closed barely changed (S&P -0.14% 7,498.96, Nasdaq -0.57% 25,690.90, Dow -0.01% 52,218.58) while a violent rotation of "sell high-multiple software, buy AI hardware + energy value" churned underneath. SaaSpocalypse continued
美股每日報告 2026-07-23（週四）
7/22（三）「平盤假象、輪動真相」— 指數幾乎不動、底層卻上演資金大搬家：三大指數收盤全數小跌但幅度極小（標普 -0.14% 收 7,498.96、那指 -0.57% 收 25,690.90、道瓊 -0.01% 收 52,218.58），檯面下卻是「賣高倍數軟體、買 AI 硬體＋能源價值」的劇烈輪動。軟體「SaaS 末日（SaaSpocalypse）」續演 — Anthropic 週二推出法務自動化工具、重燃「AI 吞噬軟體」恐慌，NOW -6.47% / PLTR -6.10% / CRM -4.15% / ADBE -3.87% / APP -3.78% …
A股每日報告 2026-07-22（週三）
A股风格再度高低切换：上证 +0.07% 收 3,867、深成 -1.42% 收 14,061、创业板 -3.23% 收 3,567、沪深300 -0.46% 收 4,717、科创50 -2.25% 收 1,860、北证50 约 -0.9%；沪深两市约 2.65 万亿（缩量约 3,037 亿）、全市场超 3,800 只下跌；科技回吐、资源/黄金/电力/银行领涨。
Daily US Equity Report 2026-07-22 (Wed)
7/21 (Tue) — the day the memory super-cycle was vindicated: all three major banks say buy, the four memory giants surged 11-14% (SNDK +14.27% / WDC +12.51% / MU +12.17% / STX +11.14%), SMH +4.52% led; Nasdaq +1.29%, S&P +0.89%, Dow +0.74%; DHR earnings landmine -10.99%; VIX -8.58% to 17.05, breadt
台股每日報告 2026-07-22（週三）
台股 0722 連二紅、外資終結連13賣轉買、量價齊揚：加權再漲 592.91 點（+1.34%）收 44,825.78、站穩 44,000 續攻季線上方；外資由賣轉買 +173.4 億（終結連 13 個交易日賣超）、投信連買 +169.9 億、三大法人合計轉買 +319.4 億；成交回增至 10,160 億（前 8,569 億、+18.6%）補上昨日價漲量縮缺口；20 檔漲停（南亞科、華邦電、欣興、南電、精材、樺漢、緯創、信驊）記憶體／PCB／IC 設計領軍、光通訊族群 1D +9.0% 最強；惟台積電 -0.41% 收 2,400 權值回檔整理、指數改由中小型與千金股接棒；
美股每日報告 2026-07-22（週三）
7/21（二）記憶體全面暴力反彈：三大投行齊喊買、大摩看記憶價 Q3 漲逾 25%，SNDK +14.27% / WDC +12.51% / MU +12.17% / STX +11.14%、SMH +4.52% 領軍全市場；那指 +1.29% 收 25,837.21、標普 +0.89% 收 7,509.20、道瓊 +0.74% 收 52,224.64；DHR 財報地雷 -10.99%、資安獲利了結 CRWD -3.70%；VIX -8.58% 至 17.05、廣度 106:82 翻多；20D 清單 3 檔（MPC/VLO/NET 煉油＋CDN）、5D 榜 1 檔（ABT）；
A股每日報告 2026-07-21（週二）
A股 7/21 科技暴力反弹·科创50 +10.73% 领涨——半导体/存储/CPO 总动员、高低切换单日逆转：创业板 +7.05% 收 3,686、深成 +4.81% 收 14,264、沪深300 +3.06% 收 4,739、上证 +1.79% 收 3,864、北证50 +3.24% 收 1,079；三市 29,742 亿（放量约 2,561 亿）、
台股每日報告 2026-07-21（週二）
台股 721 史上最大漲點、V 型反轉：加權暴漲 1,783.17 點（+4.20%）收 44,232.87、一舉收復 43,000／44,000 雙關卡並站回季線；台積電 +3.88% 收 2,410（+90 元、尾盤大單拉抬收最高）、聯發科 +9.88% 漲停收 3,670；千金股 9 檔漲停（穎崴、台光電、創意、聯發科、健策、印能科技、致茂、貿聯-KY、台燿）合計貢獻大盤漲點逾 1,200 點；廣度 163 漲 17 跌（比 9.59）、19 檔漲停 vs 1 檔重挫；投信大買 +172.3 億、自營轉買 +35.1 億、外資連 13 賣惟賣壓縮至 -43.3 億、三大法人合計轉買 +1
Daily US Equity Report 2026-07-21 (Tue)
7/20 (Mon) "first breather after the bear" — semis stanch losses on short covering as indexes close near flat under US-Iran risk; breadth 79:118, F&G 38 Fear; all 5 names stay on the 20D list, 5D board 4→1 (ABT).
美股每日報告 2026-07-21（週二）
7/20（一）半導體自熊市低點止血：財報週前短單回補 MRVL +3.32% / SNDK +2.67% / MSFT +2.15% / INTC +2.13%、記憶四雄五日來首度全紅；GOOGL +1.51% 傳自研「Frozen v2」Gemini 晶片；美伊衝突第九夜油價盤中一度破 $85、指數收平盤下 標普 -0.19% 收 7,443.28、道瓊 -0.59% 收 51,839.26、那指 -0.05% 收 25,508.07；財報地雷 HDB -10.54%、ORCL -3.98% 續弱；廣度 79:118、F&G 38 Fear；20D 清
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Daily US Equity Report 2026-07-07 (Tue)
7/6 (Mon) reopen: AI hardware rallies, memory stabilizes — Dow +0.29% to 53,055.91 (record), S&P +0.72%, Nasdaq +1.12%, SMH +2.03%; ANET +8.31%, WDC +7.14%, TSLA +6.69% (Robotaxi Miami), AMD +6.61%; pharma defensives give back; breadth 116:82 bullish.
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Daily US Equity Report 2026-07-03 (Fri)
Memory/equipment rout day two as AAPL and pharma defensives lead the counterattack — Dow +1.14% to a record 52,900.07, S&P flat at 7,483.24, Nasdaq -0.80%; June payrolls +57K, far below expectations; VIX eases to 16.15. US market closed 7/3, reopens 7/6.
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Daily US Equity Report 2026-07-02 (Thu)
Great AI-infrastructure rotation — memory/semi crash vs software-platform counterattack: S&P 500 -0.22% at 7,483.23, Nasdaq -0.66%, Dow -0.03%; SMH -5.40% led lower while Meta +8.81% led the Mag7 counterattack. June payrolls out early tonight; early close 7/2, closed 7/3.
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Daily US Equity Report 2026-07-01 (Wed)
US 07/01: Semis extend their lead, closing the strongest quarter in nearly six years — SNDK +10.89% tops gainers; on 6/30 all three indexes closed green, S&P +0.79% at a record 7,499.36, SMH +3.78% carried the tape; equipment & memory took the second leg.
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Daily US Equity Report 2026-06-30 (Tue)
US 06/30 — Semis equipment & memory V-shaped revenge rebound; all three indices close green with the Dow at a record high (Dow +0.59% / S&P +1.18% / Nasdaq Composite +2.07%). US-Iran de-escalation + fading OpenAI IPO concerns, VIX eases to 17.65, breadth turns positive.
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Daily US Equity Report 2026-06-27 (Sat)
US 06/27 — OpenAI reportedly delays its IPO to 2027, hammering the AI trade; memory & semis take profits and crash while software & healthcare take the baton. All three indices close roughly flat (Dow -0.09% / S&P -0.05% / Nasdaq Composite -0.24%), VIX eases to 18.41, oil crashes -3.5%.
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Daily US Equity Report 2026-06-26 (Fri)
US 06/26 [MU earnings blowout feeds the whole village, memory + equipment euphoria vs. Apple memory-crisis selloff -6.12%: on 6/25 the three major indices diverged (Dow +0.14% / S&P -0.01% / Nasdaq Composite -0.46% /
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Daily US Equity Report 2026-06-25 (Thu)
US 06/25 — Micron's earnings blowout (+14.9% after-hours to $1,205) reignites the memory rally; on 6/24 cash equities stabilized with rotation into defensive consumer (Dow +0.35% / S&P -0.10% / Nasdaq -0.43% / SMH -0.50%). Tonight: 6/25 PCE.
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Daily US Equity Report 2026-06-24 (Wed)
6/23 (Tue): a global tech rout and semiconductor slaughter — KOSPI down nearly -10% dragged the Asian chain; the three major indices closed at one-week lows, money rotated into defensives, VIX spiked to 19.49. Micron reports tonight 6/24.
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Daily US Equity Report 2026-06-23 (Tue)
Mon 6/22: AI capex fears slammed mega-cap tech in a broad selloff; the three indexes diverged (Dow +0.29% / S&P -0.37% / Nasdaq -1.32%); only memory & semis bucked the trend (MU +6.82%, SMH +1.37%), VIX up to 17.28. MU earnings 6/24, PCE 6/25 ahead.
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Daily US Equity Report 2026-06-19 (Fri)
Semis stage a revenge rally; all three indices close green (Nasdaq +1.91% / S&P +1.08% / Dow +0.14%), SMH +5.76% leading; chips explode (INTC +10.64% / SNDK +11.54% / KLAC +8.73% / MU +8.70%); U.S.–Iran peace lifts sentiment, Russell +2.12%, VIX -11% to 16.40, breadth back positive 117:83.
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Daily US Equity Report 2026-06-18 (Thu)
Warsh's first FOMC dot plot turned hawkish and hit mega-cap tech; all three indices fell (Dow -0.98% / S&P -1.21% / Nasdaq -1.34%), yet semis rallied — SMH +1.29%, ARM +5.69%, AVGO +4.30%, WDC +4.56%, HOOD +8.78% top gainer; 2Y +16bp, VIX 18.44, breadth 49:132.