🏦 NAS100 strong setup ke saath week start kar raha hai, lekin catalysts bhi itne hain ki bina plan ke entry punish ho sakti hai. Index ne Q2 ko 2020 ke baad best quarter ke saath close kiya, early-year drop reverse kiya aur June end tak lagbhag 28% add kiya.
Pehla driver hai 7 July ko SpaceX ka Nasdaq-100 me inclusion. Index funds exposure adjust karenge, aur post-IPO quiet period ke baad market ko fuller analyst views milenge. SpaceX ka weight 1% se kam expected hai, phir bhi event growth tech aur space themes me interest badha sakta hai.
Dusra driver geopolitics hai. Doha me U.S.-Iran talks full breakthrough ke bina khatam hui, lekin dono side progress bol rahi hain. Hormuz, oil ya inflation expectations par koi bhi headline tech valuations ko quickly affect kar sakti hai.
Teesra driver U.S. macro hai. Weak June labor report ke baad traders Fed minutes, ISM aur jobless claims dekhenge. Soft data rate-cut hopes ko support karega; resilient data yields ko upar la sakta hai aur NAS100 rally ko harder bana sakta hai.
Technically daily trend constructive hai jab tak NAS100 50-day moving average ke upar hai. 30,000 ke upar clean hold all-time high 30,793 ke aas-paas ka route kholta hai. 30,000 lose hua to 28,200-28,000 tak pullback risk badhega. QX Hub view: momentum hai, par 30,000 ko pehle support prove karne do.
