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The stock market will make history on July 7, 2026, as investors anticipate the potential inclusion of SpaceX in the Nasdaq-100 index, which could significantly impact options pricing and market dynamics.

Market History on July 7
MSPC and Morgan Stanley's "AI Boom" View
Deutsche Bank's Solar Stock Recommendation
SpaceX's Nasdaq-100 Inclusion Impact
Wolfe's Warning on Dividend Cuts
Katie Stockton's Observation on Low Volatility Stocks
Jay Woods' Focus on Earnings and Fed Minutes
Trump Accounts and Market Liquidity
Mark Tepper's Assessment of the Economy
IRS COVID Refund Deadline

Key HK market event: Hang Seng Index fell 119 points (to 23,496), Hang Seng Tech Index dropped 34 points, while Kuaishou plunged 12% and Meituan surged 4%.

US Market Volatility & Tech Surge: US major indices opened high but faced volatility; the semiconductor sector surged strongly (AMD up >9%, Philadelphia Semiconductor Index up >4%), while oil rose slightly and gold ticked down.
A-Share Performance Earnings: 92 A-share companies disclosed H1 2026 earnings previews, with 83 showing growth (90.22% pre-growth rate); Yahua Group emerged as the "Pre-growth King" with a projected 710%–857% net profit increase.
Key Global Tech Earnings Watch: Samsung Electronics is set to report Q2 preliminary results on July 7, and SK Hynix plans to list ADRs on Nasdaq on July 10, raising market concerns over AI investment returns.
A-Share Trading Rule Reform: New trading rules were implemented on July 6, expanding the daily price limit for ST/*ST stocks from 5% to 10%, aiming to improve pricing efficiency and market fairness.
New Trading Rule Impact on Liquidity: Due to the new "after-hours fixed-price trading" window (15:05–15:30), major brokers (CITIC Construction, Galaxy, etc.) are urging investors to cancel automatic margin wealth management to ensure funds are available for trading.
Glass Substrate Technology Breakthrough: Samsung Electro-Mechanics signed a contract to produce "Glass Core" materials for glass substrates, a key technology for next-gen semiconductor packaging, while BOE unveiled its glass substrate packaging panels.
Shenzhou High-Speed Sudden Suspension: Shenzhou High-Speed (000008) was suspended for trading following a notice from its controlling shareholder (HITIC) regarding a planned change in corporate control.
Yushu Tech IPO Registration: Yushu Tech's IPO application for the STAR Market was approved ("Registered"), positioning the company to potentially become the first "Humanoid Robot" stock on the A-share market.
15 New ETFs for High-Growth Sectors: A total of 15 new ETFs are ending their fundraising this week, focusing on high-growth tracks like high-end manufacturing, new energy, and digital economy to meet institutional and retail demand.
Official Economic Data & Policy: China's June Manufacturing PMI was 50.3% (expansion for 4 months), and the government has fully allocated 80 billion yuan to support 1,417 major projects under the "Two Heavy" construction plan.

長期金利一時2.850％ 29年ぶり高水準積極財政懸念で国債に売り

Long-term interest rates hit a 29-year high of 2.850%, triggering selling of Japanese government bonds due to fiscal concerns.
The Tokyo Stock Exchange fell 1,480 yen, closing at 68,256.96 yen, driven by selling in AI and semiconductor stocks.
Zen-To-Shin's bankruptcy threatens To-Wa Bank with an 8 billion yen loan loss and a 5.86 billion yen write-down for 2025.
Economic Minister Uchii warns that the market's response to the Maehara draft plan raises concerns about fiscal discipline.
The Tokyo Stock Exchange briefly dropped over 1,000 yen in the morning due to overheating fears in AI and semiconductor sectors.
The Tokyo Stock Exchange showed mixed movement, with selling in AI/semiconductor stocks offset by buying from rising U.S. stocks.
The Tokyo Yen traded in the early 162 range, easing speculation about an early Fed rate hike and leading to Yen buying.
The New York Yen was in the early 162 range, as worsening Japanese fiscal conditions led to dominant Yen selling and Dollar buying.
New York stocks rose to a consecutive high of 53,055.91 dollars, driven by strong corporate performance expectations.
Construction of the Naumi Shandong section is set to begin, with challenges to address groundwater and geological risks.

The most significant event in the crypto market is Coinbase securing UK authorization to offer traditional investments alongside crypto, marking a major regulatory milestone for institutional adoption.

Regulatory Milestone: Coinbase secured authorization in the UK to offer traditional financial investments alongside its existing cryptocurrency services, expanding its market reach.
Bitcoin Price Volatility: Bitcoin's recent gains face uncertainty as U.S. demand remains weak, causing the asset to stall and drop below $64,000 despite reports of weak selling pressure.
Market Sentiment Shift: New data shows open interest is declining, raising questions about the staying power of Bitcoin's current rally and suggesting potential short-term weakness.
Innovation in Yield Products: Binance launched a new "covered call yield" product to address the demand of Bitcoin holders seeking higher returns on their holdings.
Global Macro Challenges: Bitcoin faces macro-relief challenges influenced by rising Japanese interest rates, while U.S. federal agencies continue to deliberate on the creation of a national Bitcoin reserve.
Security Breach Impact: The token BONK suffered a significant treasury drain of nearly $20 million after an attacker executed a malicious proposal, spending $4 million to bypass security measures.
Alleged Asset Performance: XRP stalled near $1.14 as breakout attempts struggled due to low volume, though analysts predict potential gains from ETF inflows.
Corporate Infighting: Turf between the U.S. Treasury and Commerce Department has delayed President Trump's proposed crypto plan, creating uncertainty for the U.S. Bitcoin reserve initiative.
Alternative Network Growth: Solana achieved an all-time high for tokenized asset volume in Q2 2026, reaching $5.77 billion, while Dogecoin network activity is reportedly exploding.
Investor Stance: Prominent figures like Dave Portnoy have vowed to hold Bitcoin regardless of price drops, while analysts like Peter Brandt suggest potential shifts toward gold due to market conditions.

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