[Weekly Market Opportunities] August 3, 2026 - August 9, 2026

English summary

### [Weekly Market Opportunities] August 3, 2026 - August 9, 2026 Time: 2026-08-01 14:21:25 Content: Last Week's Review The key events highlighted in last week's 'Weekly Market Opportunities' (7/27-8/2) and their actual impact verification: ✓ Hit: Fed FOMC meeting + US Big Four tech earnings (★★★) - On early 7/30, the FOMC kept rates at 3.5-3.75% but with a hawkish tone (oil prices breaking 100 and inflation risks repeatedly mentioned), consistent with scenario ③ predicted. That day, the STAR 50 index led declines at -5.38%, with semiconductor stocks hitting limit-down in batches. However, Microsoft Azure +43% (first time breaking 100 billion) exceeded expectations, leading to a post-market surge; on 7/31, with US tech and Korean tech (Samsung +7%) rebounding in resonance, A-share tech rebounded from the ice point as expected - my judgment in 'Rui Shao Review' that 'technology is at ice point today, likely to surge tomorrow' was validated. ...