--- title: "Weekend In-Depth Preview | Don't Be Dazzled by Friday's Big Rally! The Market's Real Test Is Coming Next Week!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43142190.md" description: "Hello bros, happy weekend 🌙 Taking advantage of the day off to sort out the international situation, tech sector trends, and key news for next week. After a big rally, it's even more important to stay clear-headed: clarify viewpoints, organize information clearly, and then provide everyone with clear operational directions. 🌐 I. Macro and International Situation: Calm on the surface, undercurrents remain 1. US-Iran Geopolitical Situation: The Middle East has not seen a full-scale outbreak of conflict for now, and tensions have eased somewhat, but border frictions still exist, and hidden dangers in oil supply have not been completely eliminated. Fortunately, as long as the situation does not escalate further, the drop in oil prices will help alleviate inflationary pressure, which is the biggest positive factor for high-valuation tech stocks..." datetime: "2026-08-02T12:28:27.000Z" locales: - [en](https://longbridge.com/en/topics/43142190.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43142190.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43142190.md) author: "[龍哥哥咯](https://longbridge.com/en/profiles/2076320482420637696.md)" generator: "portal-rs" --- # Weekend In-Depth Preview | Don't Be Dazzled by Friday's Big Rally! The Market's Real Test Is Coming Next Week! Happy weekend, bros 🌙 Taking advantage of the day off to review international situations, tech sector trends, and key news for next week. After a big rally, it's crucial to stay clear-headed: clarify viewpoints, sort out information, and provide clear operational directions. 🌐**I. Macro & International Situation: Calm on the Surface, Undercurrents Remain** **1\. US-Iran Geopolitical Situation** The Middle East has not seen a full-scale conflict erupt temporarily; tensions have eased somewhat, but border frictions persist, and hidden risks in crude oil supply have not been completely eliminated. Fortunately, as long as the situation does not escalate further, falling oil prices will alleviate inflationary pressure, which is the biggest positive factor for overvalued tech stocks. If tensions rise again, overall market risk appetite will quickly retreat. **2\. Signals Behind the Fed Meeting** The previous FOMC meeting chose to keep interest rates unchanged, but dissenting votes favoring rate hikes emerged within the committee, representing a typical hawkish hold. The timing for rate cuts will be pushed back, but fortunately, there is no immediate risk of rate hikes, and the worst liquidity phase has passed. Semiconductors and tech growth stocks still have room to breathe, so there is no need for excessive panic. --- **II. Tech Sector Trend Prediction: Broad Rally Ends, Differentiation Ahead** This week, semiconductors and the computing power chain saw an emotional violent rebound, all rising collectively following US chip stock trends. **Next week's market rhythm will change completely: shifting from a broad-based rally to severe divergence among individual stocks.** The entire AI track has moved past the stage of simply telling stories, **entering the period of earnings accounting**. The market no longer buys into vague AI concepts, only recognizing targets with **real orders and AI investments that can convert into revenue.** ✅ Leaders in servers, HBM storage, and computing equipment with substantial orders can continue to strengthen; ❌ Junk stocks without earnings support that merely rode the wave up are highly likely to surge then fall back, abandoned by capital. --- **III. Three Key Nodes Next Week Directly Determining HK Stock Market Opening Rhythm** **1\. US AI Software and Hardware Giants Release Earnings Reports** Targets like Palantir, Cloudflare, and Applied Materials will disclose results. Focus on two points: the monetization capability of AI software and the order status of semiconductor equipment. These earnings reports will set the tone for the prosperity of the entire computing power industry chain, directly influencing the trends of hardware targets like $Lenovo Group (00992.HK)$ and $VST Systems (00856.HK)$. **2\. Dense Public Speeches by Fed Officials** After the interest rate decision lands, multiple officials will speak successively next week. The market will interpret the direction of monetary policy for the second half of the year from their remarks. Hawkish rhetoric will pressure the market; a moderate attitude allows tech stocks to continue rising. **3\. HK Stock Capital Begins Rotational Rebalancing** After this round of tech stock surges, profit-taking capital has a demand to lock in gains. It is highly likely to flow from the soaring computing power sector to lagging low-valuation sectors like healthcare and consumer goods. This is also the rotational opportunity waiting for targets like Jin Hai Medical. --- **🛡**️**IV. Overall Operational Strategy for Next Week** General Principle: Do not blindly chase highs. Lock in profits as they rise, and guard the victory fruits of this week. For core positions with confirmed earnings like $Kingsoft Cloud (00268.HK)$, continue to hold comfortably without being shaken out by short-term volatility; For computing power hardware targets like Lenovo and VST Systems, follow the sector rhythm, use key moving averages as defense lines, and continue holding if positions are not broken; For $Jin Hai Medical Technology (02225.HK)$, maintain the original pace and patiently wait for the capital rotation opportunity; Do not casually open new positions in short-term leveraged products; only pursue opportunities with high certainty in expected differences. --- Bros, do you think semiconductors will continue to surge next week or face a washout consolidation? Wishing everyone a good rest this weekend, adjust your mindset, and we will continue to steadily seize opportunities tomorrow 💪 ### Related Stocks - [00992.HK](https://longbridge.com/en/quote/00992.HK.md) - [LNVGY.US](https://longbridge.com/en/quote/LNVGY.US.md) - [80992.HK](https://longbridge.com/en/quote/80992.HK.md) - [00856.HK](https://longbridge.com/en/quote/00856.HK.md) - [00268.HK](https://longbridge.com/en/quote/00268.HK.md) - [02225.HK](https://longbridge.com/en/quote/02225.HK.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**