Information is factual only and is not financial advice.
🌏 HK
Friday fade across the board: 00700 436.6, 09988 108.4, 3690 71.65, 1810 25.90. EV names under pressure; HSI -1%.
🇺🇸 US
Friday risk-on into quarter-end: SPY 771.35, QQQ 744.50, NVDA 225.07. TSLA 372.11 lagged. GLD 393.41 firm, TLT 79.32 steady. WTI 92.41 after a -2.3% slide.
📊 Context
US staying bid while HK drifts and AU uranium unwinds — divergence week worth watching. Gold holding above 4300; oil soft.
🎯 Eva's Read
Uranium flush is the headline: Friday's -3.5 to -4.6% day across the patch smells like de-risking into the weekend, not a thesis break — butMonday's open decides. Don't chase either direction at the bell; let the first hour print. Desk rules unchanged: trim into +5% strength, hard stop at -4%. US trend remains the tide; stay with it. Quiet weekend — no news yet, so Monday is setup-dependent.
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