🔥 Bitget US Stock Hotspot Sniper｜2026.08.03

Main Themes: Geopolitical Risk Drop｜Oil Price Plunge｜AI Application Earnings Window｜Manufacturing Data Check

1. Trump Halts Strike on Iran, Oil Gaps Down Nearly 7% Trump announced agreement to cancel the planned military strike on Iran, with US-Iran negotiations set to begin today. Geopolitical risk premium rapidly unwound. WTI crude hit a low of $78.78/bbl in early trading, down nearly 7% at one point, and is currently trading around $80.5–81. Brent also fell sharply. Energy stocks face short-term pressure, while airlines and some consumer names see improved sentiment.

🎯 Beneficiaries: Airlines and selected consumer names; Pressure on: XOM, CVX and related energy chain Key Catalyst: Progress of negotiations and whether oil stabilizes; watch capital flows into energy after the US open.

1. Amazon’s Strong Earnings Afterglow Continues, AI Cloud ROI Thesis Validated Last Friday, Amazon’s AWS growth accelerated and overall revenue/guidance beat expectations, sending the stock up over 15% and lifting the Nasdaq 1%. Markets continue to differentiate between “cloud spend with real returns” and other big tech. AI capex sustainability is being re-priced.

🎯 Beneficiaries: AMZN and related cloud/AI infrastructure chain Key Catalyst: Real cloud growth rates and future capex guidance; watch for sustained capital inflows.

1. Palantir Post-Market Earnings Is Today’s Key Event, Focus on AI Application Monetization PLTR will report Q2 results after the US close, with consensus EPS around $0.34. As a leading AI software application name, commercial progress and guidance will serve as a critical test of whether AI is moving from “spend” to “monetization.”

🎯 Beneficiaries: PLTR and AI application software chain Key Catalyst: Revenue growth, commercial client expansion, and forward guidance; post-market volatility may be elevated.

1. Tonight’s ISM Manufacturing PMI to Test Manufacturing Resilience July ISM Manufacturing PMI is due around 22:00 Beijing time (previous 53.3, consensus ~54). The print will influence pricing of economic resilience and the Fed’s path, potentially increasing volatility in rate-sensitive sectors.

🎯 Beneficiaries: Rate-sensitive growth vs. defensive/value style rotation Key Catalyst: Actual reading and details on employment/new orders; watch short-end volatility reaction.

1. Asian Sentiment and Memory Chain Still Under Observation After last Friday’s US chip rebound, Asian market sentiment was amplified. Today, watch whether foreign flows and volume can support continued strength in memory and related equipment names.

🎯 Beneficiaries: MU, SNDK, STX and related memory chain Key Catalyst: Continuity of Asian sentiment into the US session and volume expansion after the open.

Trading Notes: Geopolitical de-escalation is the biggest variable today. The sharp oil drop may drive divergence between energy and airline stocks. In AI, focus remains on names with verified returns. PLTR’s post-market report and the ISM data will dominate overnight volatility. Names that have rallied too quickly face profit-taking risk. Manage position size with volume and volatility in mind. *US stocks have seen elevated volatility recently. The above is for informational purposes only and does not constitute investment advice.