[Huachuang Overseas] US Stock Daily Briefing 2026.07.29

English summary

US Macro: #US July Consumer Confidence: Index fell to 90.8, below market expectations. June reading was revised up to 92.2, while the market expected July to rise to 92.3. Consumers' assessment of current business and employment conditions declined for the third consecutive month. Nuclear: #US Department of Energy: Utah and four other states shortlisted as candidate sites for nuclear fuel cycle innovation parks. The parks are planned to cover uranium enrichment, nuclear fuel manufacturing, spent fuel reprocessing, and final disposal, and can be paired with advanced reactors, power generation facilities, and data centers. A single park could potentially attract up to $50 billion in investment and create nearly 25,000 jobs. AI 1. #SK Hynix: Q2 revenue +257% YoY, HBM4 started volume shipments. Operating profit increased #557%# YoY to approximately KRW 61 trillion, with operating margin reaching 76%. The company has signed long-term agreements with about 10 core customers and plans to expand HBM4 production in H2. 2.…