2026-08-07 A few developments on the tech stocks front
A few reference points before the US stock market opens.
On the NVDA supply-chain side, some suppliers have been making moves recently, with capital positioning ahead of next week’s earnings season.
The impact chain on the crypto market looks like this: Microsoft/Google capex beats expectations → sentiment in the AI sector rebounds → crypto AI sector follows higher.
Market conditions to watch: BTC 65263 (+1.30%), with the AI sector tracking the broader market. BTC is strengthening on its own, but the altcoins aren’t moving—this suggests capital is consolidating, not creating true new inflows.
It’s currently suitable to reduce positions through the weekend, and come back after the direction becomes clear when the market opens on Monday.
Which event are you most interested in over the coming week?
#财报 #AI #BTC
For personal observation only and does not constitute investment advice.
A few reference points before the US stock market opens.
On the NVDA supply-chain side, some suppliers have been making moves recently, with capital positioning ahead of next week’s earnings season.
The impact chain on the crypto market looks like this: Microsoft/Google capex beats expectations → sentiment in the AI sector rebounds → crypto AI sector follows higher.
Market conditions to watch: BTC 65263 (+1.30%), with the AI sector tracking the broader market. BTC is strengthening on its own, but the altcoins aren’t moving—this suggests capital is consolidating, not creating true new inflows.
It’s currently suitable to reduce positions through the weekend, and come back after the direction becomes clear when the market opens on Monday.
Which event are you most interested in over the coming week?
#财报 #AI #BTC
For personal observation only and does not constitute investment advice.