$XAU gold is still going up
Post
--Bullish
价值与动量发掘
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Day of Great Miracles: Daily Market Briefing, August 5, 2026
1. Market overview: global risk appetite rebounds
US stocks: all three major indices closed higher; the Nasdaq and S&P 500 hit record highs for the indicator
Stock highlights:
ARM +17.36%
Intel and SanDisk +10%+
SK hynix +8%+
Palantir +29% (earnings beat expectations)
LITE/COHR/AAOI soar (optical module ban news is a positive)
AMD -8% (earnings meet expectations, but CAPEX exceeds expectations)
SpaceX -10% (falls after earnings)
A: The ChiNext surged 5.64%, with the AI sector seeing limit-up gains across the board
Sector highlights:
Compute hardware rebounds across the board
Optical communications
Semiconductors rebound strongly
Commodity market: gold and silver rally, oil plunges
US stocks: all three major indices closed higher; the Nasdaq and S&P 500 hit record highs for the indicator
Stock highlights:
ARM +17.36%
Intel and SanDisk +10%+
SK hynix +8%+
Palantir +29% (earnings beat expectations)
LITE/COHR/AAOI soar (optical module ban news is a positive)
AMD -8% (earnings meet expectations, but CAPEX exceeds expectations)
SpaceX -10% (falls after earnings)
A: The ChiNext surged 5.64%, with the AI sector seeing limit-up gains across the board
Sector highlights:
Compute hardware rebounds across the board
Optical communications
Semiconductors rebound strongly
Commodity market: gold and silver rally, oil plunges