BTC hits an 8-month high and breaks through 86K! Nasdaq also makes a new high—what the global markets are pricing in

☀️ Uncle Morning News|9.22

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Around $86,500 for BTC, up about 6.6% on the day

Broke through 86K during the session, setting an 8-month high; ETH is around $2,762.

In the recent period, BTC rebounded from around 75K by more than 10%. In the short term, the key focus is the strength of the support following the breakout above 86K.

🇺🇸 US stocks recap
Nasdaq +2.26% to 27,122.09, closing at a new record high.
Semiconductors and AI sectors rose across the board:
ARM +17.16%
Intel +12.14%
AMD +9.95%
Meta +11.43%
AMD broke through the $1 trillion market-cap level during the day.

🇨🇳 China A-shares pre-market
The Shanghai Composite closed last Friday at 3,949.91.

Today’s key points to watch:
Whether 4,000 points can be broken through + the durability of the healthcare sector + capital follow-through in technology stocks.

🇭🇰 Hong Kong stocks pre-market
Hang Seng Index at 25,042.71, back above 25,000.
Focus on Hang Seng Tech, southbound capital flows, and the performance of large tech stocks.

🛢️ Oil & gold
WTI around $97, Brent around $100.34, and gold around $4,350.
Oil prices fell noticeably; the market is watching Middle East diplomatic developments and expectations of supply recovery.

📅 Key focus today
Follow-up developments after the China–US economic and trade talks
Xi Jinping’s visit to the US on Sept 23–25
China A-shares at the 4,000-point level
Continuity of US stock semiconductor strength

⚡ Core watch
Risk appetite has clearly rebounded, but what the market is trading is still expectations for subsequent developments—not the final outcomes.
After consecutive big rallies, don’t chase; wait for pullbacks to confirm.
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🌍 Watch global markets and follow the flow of capital.
🧠 Faster News. Better Decisions.
⚠️ Personal observations only; not investment advice.
#大叔早报 #BTC #中美磋商 #半导体