Asia-Pacific rally: Nikkei breaks 70,000 intraday, Taiwan stocks hit new highs—what to watch when A-shares reopen after the holiday
🌙 Uncle’s Night Talk | 10.5 (Monday)
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🪙 BTC around 86K, ETH around 2.72K. BTC touched an intraday high of 86,995 as risk appetite continued to recover after the surprisingly weak jobs report.
🇨🇳 A-shares remain closed and will resume trading on October 8. Since the holiday began, U.S. stocks have hit record highs, Asia-Pacific markets have rallied, and BTC has rebounded—the external environment is clearly more favorable than before the break.
🇭🇰 **Hong Kong stocks resume trading:** The Hang Seng Index rose 0.28%, returning above 24,000; the Hang Seng Tech Index gained 0.62%, with semiconductors and AI-related stocks active.
🌏 **Asia-Pacific takes center stage today:** The Nikkei rose 2.40%, breaking above 70,000 intraday; Taiwan stocks gained 2.55%, setting another record high, with semiconductors remaining strong.
🇺🇸 **U.S. stock futures:** The three major index futures were broadly steady. After last Friday’s sharp gains, markets are consolidating in the short term. This week, watch for the Fed meeting minutes.
⚡ Uncle’s take:
Global risk appetite has clearly recovered following the surprisingly weak jobs report.
The Nikkei breaks 70,000, Taiwan stocks hit a new high, Hong Kong stocks return above 24,000, and BTC climbs above 86K.
A-shares are still on holiday. Don’t rush to guess whether they’ll rise or fall when trading resumes on October 8. The key things to watch are:
① Whether trading volume returns; ② whether semiconductors can take the baton.
The external environment has warmed up. Now it’s a matter of seeing how funds flow into A-shares.
Two days of holiday left—get some good rest.
See you on October 8.
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#大叔夜话 #BTC #Japan #港股 #A股
🌙 Uncle’s Night Talk | 10.5 (Monday)
━━━━━━━━━━━━━━━━━━
🪙 BTC around 86K, ETH around 2.72K. BTC touched an intraday high of 86,995 as risk appetite continued to recover after the surprisingly weak jobs report.
🇨🇳 A-shares remain closed and will resume trading on October 8. Since the holiday began, U.S. stocks have hit record highs, Asia-Pacific markets have rallied, and BTC has rebounded—the external environment is clearly more favorable than before the break.
🇭🇰 **Hong Kong stocks resume trading:** The Hang Seng Index rose 0.28%, returning above 24,000; the Hang Seng Tech Index gained 0.62%, with semiconductors and AI-related stocks active.
🌏 **Asia-Pacific takes center stage today:** The Nikkei rose 2.40%, breaking above 70,000 intraday; Taiwan stocks gained 2.55%, setting another record high, with semiconductors remaining strong.
🇺🇸 **U.S. stock futures:** The three major index futures were broadly steady. After last Friday’s sharp gains, markets are consolidating in the short term. This week, watch for the Fed meeting minutes.
⚡ Uncle’s take:
Global risk appetite has clearly recovered following the surprisingly weak jobs report.
The Nikkei breaks 70,000, Taiwan stocks hit a new high, Hong Kong stocks return above 24,000, and BTC climbs above 86K.
A-shares are still on holiday. Don’t rush to guess whether they’ll rise or fall when trading resumes on October 8. The key things to watch are:
① Whether trading volume returns; ② whether semiconductors can take the baton.
The external environment has warmed up. Now it’s a matter of seeing how funds flow into A-shares.
Two days of holiday left—get some good rest.
See you on October 8.
━━━━━━━━━━━━━━━━━━
#大叔夜话 #BTC #Japan #港股 #A股
