DAILY MARKET BRIEFING
๐Ÿ”ฑ ื™ื•ื ืจื‘ื™ืขื™, 13 ื‘ืžืื™ 2026  |  ๐ŸŸก S&P 500 ื‘ืฉื™ื ื—ื“ืฉ (7,414) โ€” ืื‘ืœ CPI ื—ื 3.8% ืžืงืจืจ ืืช ืฆื™ืคื™ื•ืช ื”ืคื“
โš ๏ธ Breaking: CPI ืืคืจื™ืœ ืคื•ืจืกื 3.8% โ€” ืžืขืœ ืชื—ื–ื™ืช 3.7%, *ื”ืฉื™ื ืžืื– ืžืื™ 2023*. ืื ืจื’ื™ื” ื“ื•ื—ืคืช. ืฆื™ืคื™ื•ืช ืœื”ืคื—ืชืช ืจื™ื‘ื™ืช ืžืฆื˜ืžืฆืžื•ืช. ื–ื”ื‘ ื ืกื•ื’ -0.46% ืœ-$4,693. ื ืคื˜ ืžืชืงืจืจ ืงืœื•ืช ืื—ืจื™ 3 ื™ืžื™ ืจืืœื™. NVDA +2.5% ืื—ืจื™ ืฉื”-CEO Huang ื”ืฆื˜ืจืฃ ืœืžืฉืœื—ืช ืืจื”"ื‘-ืกื™ืŸ ื‘ืฉื‘ื‘ื™ื.
๐ŸŸข ื‘ื•ืงืจ ืจื‘ื™ืขื™, ื•ื•ืœ ืกื˜ืจื™ื˜ ืขื•ื“ ืžื ืกื” ืœืขืœื•ืช: S&P 500 7,414 (+0.18%) ืฉื™ื ื—ื“ืฉ, NASDAQ Futures ื™ืฆื™ื‘ื™ื ืžืขืœ, Dow Futures -100 ื ืง'. ื ืคื˜ ื ืกื•ื’ ืงืœื•ืช: Brent $107.39 (-0.35%), WTI $101.86 (-0.31%). ื–ื”ื‘ ื ืกื•ื’ $4,693 (-0.46%) ืื—ืจื™ CPI ื—ื. ื‘ืช"ื ืžืชื—ื™ืœื™ื ืื“ื•ื: ืช"ื 90 -0.8%, ื‘ื ืงื™ื -1%, ืื‘ืœ Tower ืžื–ื ืง +17% ื•-ICL +7% ืขืœ ื“ื•ื—ื•ืช ื—ื–ืงื™ื. ืงืจื™ืคื˜ื• ืžืขื•ืจื‘: BTC $80,316 (-0.58%), ETH $2,297 (+0.39%), SOL $94.12 (-0.80%). F&G 42 (Fear ๐Ÿ˜Ÿ).
๐Ÿ“Š ื•ื•ืœ ืกื˜ืจื™ื˜ โ€” ืฉื™ื ื—ื“ืฉ ืœ-S&P, ืื‘ืœ CPI ืžืกื‘ืš ืืช ื”ืชืžื•ื ื”
S&P 500 (US500)
+0.18%7,414.00 ๐ŸŸข ืฉื™ื
Nasdaq Futures
+0.2%ืฉื™ื ื—ื“ืฉ ๐ŸŸข
Dow Futures
-100 ื ืง'๐Ÿ”ด ืคื™ื’ื•ืจ
10Y Treasury Yield
ื™ืฆื™ื‘~4.41%
CPI ืืคืจื™ืœ (YoY)
ื—ื!3.80% ๐Ÿ”ด ืžืขืœ ืชื—ื–ื™ืช
S&P 500 ื‘ืฉื™ื ื—ื“ืฉ ืฉืœ 7,414 โ€” ืื‘ืœ ืžืชื—ืช ืœื›ื•ืชืจืช ืžืชืจื—ืฉืช ืจื•ื˜ืฆื™ื” ืื’ืจืกื™ื‘ื™ืช. ื”ืกื™ืคื•ืจ ืฉืœ ื”ื™ื•ื: Nasdaq ื•-S&P ืขื•ืœื™ื ืœืฉื™ืื™ื ื—ื“ืฉื™ื, ื‘ืขื•ื“ Dow ืžืคื’ืจ -100 ื ืงื•ื“ื•ืช. ืกืงื˜ื•ืจ ื”-Mega-cap Tech ืžืžืฉื™ืš ืœื”ื•ื‘ื™ืœ, ืื‘ืœ ื”ืขื ืคื™ื ื”ืžืกื•ืจืชื™ื™ื ื ื—ืœืฉื™ื. ื”ืจืืœื™ ื”ืื—ืจื•ืŸ ืžืชื‘ืกืก ืขืœ ืฉื ื™ ืžื ื•ืขื™ื โ€” ื“ื•ื—ื•ืช AI/Software ืžืฆื•ื™ื ื™ื ื•ืฆื™ืคื™ื•ืช ืœืขืกืงืช ืฉื‘ื‘ื™ื ืืจื”"ื‘-ืกื™ืŸ.

ื”ืกื™ืคื•ืจ ื”ื’ื“ื•ืœ: CPI ืืคืจื™ืœ ืคื•ืจืกื 3.8% โ€” ืžืขืœ ืชื—ื–ื™ืช 3.7%, ื”ืฉื™ื ืžืื– ืžืื™ 2023. ื”ื”ืกื‘ืจ: ืขืœื™ื•ืช ื—ื“ื•ืช ื‘ืžื—ื™ืจื™ ืื ืจื’ื™ื” ื‘ืขืงื‘ื•ืช ื”ืžืฉื‘ืจ ื‘ืžื–ืจื— ื”ืชื™ื›ื•ืŸ. ื”ื”ืฉืœื›ื•ืช: ืฆื™ืคื™ื•ืช ืœื”ืคื—ืชืช ืจื™ื‘ื™ืช ืžื”ืคื“ ื ื“ื—ืงื•ืช, ืชืฉื•ืืช 10Y ื ืฉืืจืช ื‘-4.41%. ื–ื”ื‘ ืžืงื‘ืœ ืœื—ืฅ โ€” ื ืกื•ื’ ืœ-$4,693. ื”ืฉื•ืง ืขื“ื™ื™ืŸ ืžืืžื™ืŸ ื‘ืฉื™ื, ืื‘ืœ ื”ืงืจืงืข ืคื—ื•ืช ื™ืฆื™ื‘ื”.

ื ืงื•ื“ื” ื—ืžื”: NVDA +2.5%. CEO ื’'ื ืกืŸ ื”ื•ืื ื’ ื”ืฆื˜ืจืฃ ื‘ืื•ืคืŸ ืžืคืชื™ืข ืœืžืฉืœื—ืช ื”ืืžืจื™ืงืื™ืช ื‘ืคื’ื™ืฉืช ื”ืคืกื’ื” ืขื ืกื™ืŸ โ€” ืกื™ืžืŸ ืฉื™ืฉ ืคื•ื˜ื ืฆื™ืืœ ืœืคืชื™ื—ืช ื™ื™ืฆื•ื ืฉื‘ื‘ื™ื ืžืชืงื“ืžื™ื ื™ื•ืชืจ ืœืกื™ืŸ. ืขื•ื“ ืกื™ืคื•ืจ: SoftBank ืงื•ืคืฅ ืœืื—ืจ ืฉื’ื™ืœื” ืจื•ื•ื—ื™ื ืžืกื—ืจืจื™ื ืžื”ืื—ื–ืงื” ื”ืคืจื˜ื™ืช ืฉืœื• ื‘-OpenAI. ื”-Hyperscalers ื‘ืงืคื™ืฆื”.

ืžื” ืœืขืงื•ื‘ ื”ื™ื•ื: ื“ื•ื—ื•ืช ืื—ืจ ื”ืฆื”ืจื™ื™ื โ€” Cisco (CSCO), On Holding (ONON), Sea Limited (SE), JD.com, Tencent Music. ื ืื•ืžื™ ืคื“ ื‘ืžื”ืœืš ื”ืฉื‘ื•ืข โ€” ื”ืื ื”ื ื™ืชื™ื™ื—ืกื• ืœืงืจื™ืืช ื”-CPI ื”ื—ืžื”? ื›ืœ ืจืžื– ืขืœ ื“ื—ื™ื™ืช ื”ืคื—ืชืช ืจื™ื‘ื™ืช โ€” ื™ื–ื™ื– ืฉื•ื•ืงื™ื.
NVDA๐Ÿ“ˆ +2.5%
SoftBank (OpenAI)๐Ÿš€ ืงืคื™ืฆื”
Hyperscalers (QQQ)๐Ÿ“ˆ ื—ื™ื•ื‘ื™
Dow (ืชืขืฉื™ื”)๐Ÿ“‰ ืคื™ื’ื•ืจ
Gold (GLD)๐Ÿ“‰ -0.46%
Energy (XLE)๐Ÿ›ข๏ธ ืขื•ื“ ื—ื–ืง
โ›ฝ ืกื—ื•ืจื•ืช โ€” ื ืคื˜ ืžืชืงืจืจ ืงืœื•ืช, ื–ื”ื‘ ืœื—ื•ืฅ ืื—ืจื™ CPI
ื ืคื˜ Brent (BZ=F)
-0.35%$107.39/ื—ื‘ื™ืช ๐ŸŸก
ื ืคื˜ WTI (CL=F)
-0.31%$101.86/ื—ื‘ื™ืช ๐ŸŸก
ื–ื”ื‘ Gold (GC=F)
-0.46%$4,693.65/oz ๐Ÿ”ด
Natural Gas
-0.53%$2.828 ๐ŸŸก
ื“ื•ืœืจ-ืฉืงืœ
~ื™ืฆื™ื‘~2.91 ๐ŸŸก
ื ืคื˜ ื ืกื•ื’ ืงืœื•ืช ืื—ืจื™ 3 ื™ืžื™ ืจืืœื™ โ€” ืื‘ืœ ื”ืจืžื” ื ืฉืืจืช ื’ื‘ื•ื”ื” ื•ืžืกื•ื›ื ืช. Brent ื‘-$107.39 (-0.35%), WTI ื‘-$101.86 (-0.31%). ืชื™ืงื•ืŸ ื˜ื›ื ื™ ืžืชื•ืŸ, ืื‘ืœ ื”ืกื™ืคื•ืจ ื”ื‘ืกื™ืกื™ ืœื ื”ืฉืชื ื”: ืžืืžืฆื™ ืคืชืจื•ืŸ ื“ื™ืคืœื•ืžื˜ื™ื™ื ืฉืœ ืžืœื—ืžืช ืืจื”"ื‘-ืื™ืจืืŸ ืžืžืฉื™ื›ื™ื ืœื”ื™ืชืงืข. ื›ืœ ื–ืžืŸ ืฉื”ืกื›ืกื•ืš ืœื ืžืชืงืจืจ, $107 ื‘Brent ื”ื•ื ื”ืจืฆืคื” ื•ืœื ื”ืชืงืจื”. ืจืฃ $110 โ€” ื ืงื•ื“ืช ื”ื›ืจืขื”: ืคืจื™ืฆื” ืชื›ื ื™ืก ืฉื•ื‘ ืœื“ื™ื•ืŸ ืจืฆื™ื ื™ ืืช ื”ืชืจื—ื™ืฉ ืฉื”ืคื“ ื™ื™ื“ื—ื” ื”ืคื—ืชืช ืจื™ื‘ื™ืช.

ื–ื”ื‘ ื ืกื•ื’ ืœ-$4,693 (-0.46%) โ€” ืœื—ืฅ ื™ืฉื™ืจ ืž-CPI ื”ื—ื. ื”ื”ื™ื’ื™ื•ืŸ: ืื ื”ืื™ื ืคืœืฆื™ื” ื’ื‘ื•ื”ื” ืื‘ืœ ืฆื™ืคื™ื•ืช ืœื”ืคื—ืชืช ืจื™ื‘ื™ืช ื™ื•ืจื“ื•ืช, ื”ืชืฉื•ืื•ืช ื”ืจื™ืืœื™ื•ืช ืขื•ืœื•ืช ื•ื–ื” ืจืข ืœื–ื”ื‘. ื”ื–ื”ื‘ ื›ื‘ืจ ื™ืจื“ 3.06% ื‘ื—ื•ื“ืฉ ื”ืื—ืจื•ืŸ ืžืื– ื”ืฉื™ื ืฉืœ $5,608 ื‘ื™ื ื•ืืจ. ืื‘ืœ ื‘ืจืžื” ื”ืฉื ืชื™ืช ืขื“ื™ื™ืŸ +47% โ€” ืœื ื˜ืจื’ื“ื™ื”, ื”ืชืงืจืจื•ืช ื‘ืจื™ืื”.

ืืคืงื˜ ืžืฆืจืคื™: ื ืคื˜ ื™ืงืจ + CPI ื—ื = ืจื•ื— ื ื’ื“ื™ืช ืœื›ืœื›ืœื”. ืกืงื˜ื•ืจ ื”ืฆืจื™ื›ื” ื•ื”ืชืขื•ืคื” (LUV, DAL, UAL) ื™ืžืฉื™ื›ื• ืœื—ื•ื•ืช ืœื—ืฅ. ื‘ื™ืฉืจืืœ โ€” ื—ื‘ืจื•ืช ื”ืชืขื•ืคื” (ืืœ-ืขืœ), ื”ืคื˜ืจื•ื›ื™ืžื™ื” (ื‘ื–ืŸ), ื•ื”ืฆืจื›ื ื™ื•ืช ื”ื’ื“ื•ืœื•ืช (ืฉื•ืคืจืกืœ, ืจืžื™ ืœื•ื™) ืจื’ื™ืฉื•ืช. ื”ื•ื“ื• ืžืขืœื” ืžื›ืกื™ื ืขืœ ื–ื”ื‘ ื•ื›ืกืฃ ื›ื“ื™ ืœื‘ืœื•ื ืจื›ื™ืฉื•ืช โ€” ืกื™ืžืŸ ืฉืžื“ื™ื ื•ืช ื‘ื•ืœืžื•ืช ืชื ื•ืขื•ืช ื”ื•ืŸ.
๐Ÿ‡ฎ๐Ÿ‡ฑ ืชืœ ืื‘ื™ื‘ โ€” Tower ื•-ICL ืžื ืฆื—ื™ื ืžืขืœ ืฉื•ืง ื—ืœืฉ
ืช"ื 90
-0.8%๐Ÿ”ด
ืช"ื ื‘ื ืงื™ื 5
-1.0%๐Ÿ”ด
Tower (TSEM)
+17.31%756.4 ๐Ÿš€
ICL (ืื™ื™.ืกื™.ืืœ)
+7%๐ŸŸข
ื“ื•ืœืจ-ืฉืงืœ
~ื™ืฆื™ื‘~2.91 ๐ŸŸก
ืฉื•ืง ืชืœ ืื‘ื™ื‘ ื ื—ืœืฉ โ€” ืื‘ืœ ืฉื ื™ ืกื•ืคืจืกื˜ืืจื™ื ืžื•ืฆื™ืื™ื ืื•ืชื• ืžื”ืกื™ืคื•ืจ. ืช"ื 90 ื™ื•ืจื“ -0.8%, ื”ื‘ื ืงื™ื -1%. ืื‘ืœ ืžืชื—ืช ืœื›ื•ืชืจืช, ืฉื ื™ ืกื™ืคื•ืจื™ ื“ื•ื—ื•ืช ืžื˜ืœื˜ืœื™ื ืืช ื”ืžืกื—ืจ: Tower (ื˜ืื•ืืจ ืžืžื’ื“ืœ ื”ืขืžืง) ืžื–ื ืง +17.31% ืื—ืจื™ ืฉื“ื™ื•ื•ื—ื” ืขืœ ืฆืžื™ื—ืช ื”ื›ื ืกื•ืช ืฉืœ 15% ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ, ืžืขืœ ื”ืชื—ื–ื™ื•ืช. ืขื“ื›ื ื” ืขืœ ื—ื•ื–ื™ ืืกืคืงื” ื’ื“ื•ืœื™ื ืœืฉื ืช 2027 ื‘ืชื—ื•ื ื”ืกื™ืœื™ืงื•ืŸ ืคื•ื˜ื•ื ื™ืงืก โ€” ืกืงื˜ื•ืจ ืฆื•ืžื— ืขื ืขืชื™ื“ ื’ื“ื•ืœ. ืกื™ืคื•ืจ ืฉืœ ืžื ืฆื—ื™ื ื’ืœื•ื‘ืœื™ื™ื.

ICL ื–ื™ื ืงื” +7% โ€” ืจื•ื•ื— ืชืคืขื•ืœื™ +20% ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ. ืžื ื•ืขื™ ื”ืฆืžื™ื—ื”: ื–ื™ื ื•ืง ื‘ืžื—ื™ืจื™ ื”ืืฉืœื’ ื•ื”ื‘ืจื•ื. ื”ื—ื‘ืจื” ืžืขืœื” ืชื—ื–ื™ื•ืช ืœืฉื ื”. ICL ื”ืคื›ื” ืœืื—ื“ ื”ืกื™ืคื•ืจื™ื ื”ืกื—ื•ืจื™ื ื”ื—ื–ืงื™ื ื‘ืช"ื ื”ืฉื ื” โ€” ืฉื™ืœื•ื‘ ืฉืœ ืื’ืจื•-ื›ื™ืžื™ื” ื‘ืขืœื™ื™ื” ื•ืžื—ื™ืจื™ ื˜ื‘ืข ื’ื‘ื•ื”ื™ื. ืกื™ืคื•ืจ ืžืงืจื• ื‘ืจื•ืจ.

ื‘ื–ืง ื—ื•ื˜ืคืช: ืจื•ื•ื— ื ืงื™ -30% ื‘ืจื‘ืขื•ืŸ. ืื™ืฉืจืจื” ืชื—ื–ื™ืช ืฉื ืชื™ืช, ืื‘ืœ ื”ื™ืจื™ื“ื” ื”ื–ื• ืžืขืœื” ื“ื’ืœื™ื. ื”ืกืงื˜ื•ืจ ื”ืชืงืฉื•ืจืชื™ ื‘ื™ืฉืจืืœ ืœื•ื—ืฅ. Wix ื’ื ื—ื–ืจื” ืœื”ืคืกื“ โ€” ืื‘ืœ ื”ืžื ื›"ืœ ืžืฆื™ื’ ืžื•ื“ืœ ืฉืคื” ืžืฉืœื”ื, ืžื” ืฉื’ื•ืจื ืœืžืฉืงื™ืขื™ื ืœื–ืจื•ืง ืขื™ืŸ ืฉื ื™ื™ื”. ืžืื•ืจ ืฉืœืžื” (WIX) ื™ืงื‘ืœ ืขื•ื“ $38M ื›ื‘ื•ื ื•ืก โ€” ืกื™ืคื•ืจ ืชื’ืžื•ืœื™ื ื—ื•ื–ืจ ืœื›ื•ืชืจื•ืช.

ืจืขืฉ ืคื•ืœื™ื˜ื™ ื•ื‘ื™ื˜ื—ื•ื ื™: ืฆื”"ืœ ืคืชื— ื‘ื’ืœ ืชืงื™ืคื•ืช ื ื’ื“ ืชืฉืชื™ื•ืช ื—ื™ื–ื‘ืืœืœื” ื‘ื“ืจื•ื ืœื‘ื ื•ืŸ. ื”ืžืฆื‘ ื”ื‘ื™ื˜ื—ื•ื ื™ ื‘ืฆืคื•ืŸ ืžื—ืžื™ืจ. ื‘ื ื•ืกืฃ, ืžื‘ื—ื ื™ ื‘ื’"ืฅ ืกื‘ื™ื‘ ื›ืกืคื™ ื”ืื•ืฆืจ ืœืžื•ืกื“ื•ืช ื—ืจื“ื™ื™ื. ืจืขืฉ ืฉื™ื›ื•ืœ ืœื—ื‘ื•ืœ ื‘ืกื ื˜ื™ืžื ื˜ ื”ืžืงื•ืžื™ ื‘ื”ืžืฉืš ื”ืฉื‘ื•ืข.
๐Ÿš€ ื˜ืื•ืืจ (Tower) ืžื–ื ืงืช +17%: ืฆืžื™ื—ื” 15% ื‘ืจื‘ืขื•ืŸ 1, ื—ื•ื–ื™ื ื’ื“ื•ืœื™ื ืœืกื™ืœื™ืงื•ืŸ ืคื•ื˜ื•ื ื™ืงืก 2027
Globes / Markets, 13.5.2026 14:15
๐Ÿ’Ž ICL: ื–ื™ื ื•ืง ืฉืœ 38% ื‘ืจื•ื•ื— ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ โ€” ืžืขืœื” ืชื—ื–ื™ื•ืช; ืืฉืœื’ ื•ื‘ืจื•ื ื–ื™ื ืงื•
Globes / TheMarker, 13.5.2026
๐Ÿ“‰ ื“ื•ื—ื•ืช ื‘ื–ืง: ืจื•ื•ื— ื ืงื™ ื™ืจื“ 30% ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ; ืื™ืฉืจืจื” ืชื—ื–ื™ืช ืฉื ืชื™ืช
TheMarker / Markets, 13.5.2026
๐Ÿ’ผ WIX: ืžืื•ืจ ืฉืœืžื” ื™ืงื‘ืœ ืขื•ื“ $38 ืžื™ืœื™ื•ืŸ; ื”ื—ื‘ืจื” ื—ื–ืจื” ืœื”ืคืกื“ ืืš ืžืฆื™ื’ื” ืžื•ื“ืœ ืฉืคื” ืžืฉืœื”
Globes / TheMarker, 13.5.2026 13:56
โš ๏ธ ืฆื”"ืœ: ื’ืœ ืชืงื™ืคื•ืช ื ื’ื“ ืชืฉืชื™ื•ืช ื—ื™ื–ื‘ืืœืœื” ื‘ื›ืžื” ืžืจื—ื‘ื™ื ื‘ื“ืจื•ื ืœื‘ื ื•ืŸ
N12 / Globes, 13.5.2026 14:27
โœˆ๏ธ ืงื‘ื•ืฆืช ื”ืชืขื•ืคื” ื”ื’ื“ื•ืœื” ื‘ืื™ืจื•ืคื” ื—ื•ื–ืจืช ืœื ืชื‘"ื’ โ€” ื‘ืฉื•ืจื” ืœื˜ืกื™ื ื‘ืงื™ืฅ
Globes / Travel, 13.5.2026 15:18
๐Ÿ’ธ "ื™ื•ืขืฆื™ ืžืฉื›ื ืชืื•ืช ืœืงื—ื• ืขืžืœื” ืžื˜ื•ืจืคืช ืฉืœ 100 ืืœืฃ ืฉืงืœ ืขืœ ื”ืœื•ื•ืื•ืช ืฉืœื ื ื™ืชื ื•"
TheMarker / Markets, 13.5.2026
๐Ÿช™ ืงืจื™ืคื˜ื• โ€” Fear ื—ื•ื–ืจ, BTC ืœื•ื—ืฅ ืขืœ ืชืžื™ื›ืช $80K
Bitcoin (BTC)
-0.58%$80,316 ๐Ÿ”ด
Ethereum (ETH)
+0.39%$2,297.93 ๐ŸŸข
Solana (SOL)
-0.80%$94.12 ๐Ÿ”ด
42
Fear ๐Ÿ˜Ÿ
ืงืจื™ืคื˜ื• ืžืžืฉื™ืš ืœื”ื—ืœื™ืง ืœืื–ื•ืจ ื”ื–ื”ื™ืจ โ€” F&G ื ืฉื‘ืจ ื—ื–ืจื” ืž-Neutral 49 ืœ-Fear 42. BTC ื ืกื•ื’ -0.58% ืœ-$80,316 โ€” ืœื•ื—ืฅ ื™ืฉื™ืจื•ืช ืขืœ ืชืžื™ื›ืช $80K ื”ืงืจื™ื˜ื™ืช. ืืชืžื•ืœ ื”ื™ื” $80,788, ื”ื™ื•ื $80,316 โ€” ืžืกืœื•ืœ ื™ืจื™ื“ื” ื‘ืจื•ืจ. ETH ื”ื•ื ื”ื™ื—ื™ื“ ื”ื™ืจื•ืง ื‘ืงื‘ื•ืฆื” (+0.39% ืœ-$2,297) โ€” ืชื™ืงื•ืŸ ืžืชื•ืŸ ืื—ืจื™ ื”ืฆืœื™ืœื” ืฉืœ ืืชืžื•ืœ. SOL ื—ืœืฉ -0.80% ืœ-$94.12.

ื”ืงื•ืจืœืฆื™ื” ื”ื’ื™ืื•-ืคื•ืœื™ื˜ื™ืช ืขื•ื‘ื“ืช ื‘ื“ื™ื•ืง ื›ืฆืคื•ื™: CPI ื—ื + ื ืคื˜ ื’ื‘ื•ื” + ืชืฉื•ืื•ืช ืœื ื™ื•ืจื“ื•ืช = ื”ืคื“ ื ื ืขืœ = Risk-Off ืงืœ ื‘-Risk Assets. ื”ืงืจื™ืคื˜ื• ืคื•ื’ืฉ ืืช ื”ืชืจื—ื™ืฉ ื”ื–ื” ื‘ื“ื™ื•ืง ืขืœ ืชืžื™ื›ื” ืงืจื™ื˜ื™ืช. ืื $80K ื‘-BTC ื™ื™ืคื•ืœ โ€” ืกื‘ื™ืจื•ืช ื’ื‘ื•ื”ื” ืœืชื ื•ืขื” ืœ-$77K-$78K ื‘ืžื”ื™ืจื•ืช. ืื ืชื—ื–ื™ืง โ€” ืชื™ืงื•ืŸ ื—ื–ืจื” ืœ-$83K-$85K.

ื ืงื•ื“ื•ืช ืžืคืชื— ืœื”ื™ื•ื:
โ€ข BTC โ€” ืชืžื™ื›ื” $80K (ืงืจื™ื˜ื™ืช), ื”ืชื ื’ื“ื•ืช $84K. ื ื™ื˜ื•ืจ $80,000 ื—ื•ื‘ื”.
โ€ข ETH โ€” ืฉื‘ืจ ืืช $2,300 ืืชืžื•ืœ, ื”ื™ื•ื ื—ื•ื–ืจ ืœื›ื™ื•ื•ืŸ. ืื ื™ืฆืœื— ืœื—ื–ื•ืจ ืžืขืœ $2,350, ืกื™ืžืŸ ื—ื™ื•ื‘ื™.
โ€ข SOL โ€” ืžื—ื–ื™ืง $94, ืื‘ืœ ืงืจื•ื‘ ืœืงืฆื”. ืžืชื—ืช $92 โ†’ $88-$90 ื‘ืงืคื™ืฆื”.

ืžื” ืœืขืงื•ื‘: ืื NASDAQ ื™ืžืฉื™ืš ืœืขืœื•ืช ืœืฉื™ืื™ื, ื”ืงืจื™ืคื˜ื• ืขืœื•ืœ ืœืงื‘ืœ ื’ื‘. ืื‘ืœ ืื CPI ื—ื ืžืชื—ื™ืœ "ืœืชื—ื–ืง ืืช ื”ืกื™ืคื•ืจ" ืฉืœ ื“ื—ื™ื™ืช ื”ืคื—ืชืช ืจื™ื‘ื™ืช, ื”ืงืจื™ืคื˜ื• ื™ื—ื•ื•ื” ืœื—ืฅ. F&G 42 โ€” ืœื ืžืฆื‘ ืคืื ื™ืงื”, ืื‘ืœ ื’ื ืœื ื˜ืจื™ื™ื“ ื‘ืกื™ื›ื•ืŸ ื ืžื•ืš.
๐Ÿ“Œ ืกื™ื›ื•ื ื›ื™ื•ื•ืŸ โ€” ืจื‘ื™ืขื™, 13 ื‘ืžืื™ 2026

ื‘ื•ืงืจ ื˜ื•ื‘, ื™ื•ื ื™. ืจื‘ื™ืขื™ ืฉืœ ืคืจื“ื•ืงืก ืžืจืชืง: S&P 500 ืฉื•ื‘ืจืช ืฉื™ื ื—ื“ืฉ (7,414), Nasdaq ื‘ืฉื™ื ื—ื“ืฉ, NVDA ืžื–ื ืง +2.5% โ€” ื•ื–ืืช ื‘ื“ื™ื•ืง ื‘ื™ื•ื ืฉื‘ื• ืคื•ืจืกื CPI ื”ื—ื ื‘ื™ื•ืชืจ ืžืื– ืžืื™ 2023 (3.8% ืžื•ืœ ืชื—ื–ื™ืช 3.7%). ื”ืฉื•ืง ื”ืืžืจื™ืงืื™ ืžืืžื™ืŸ ืฉื”-AI ืžื ืฆื— ืืช ื”ืื™ื ืคืœืฆื™ื”. ืื‘ืœ ืžืชื—ืช ืœื›ื•ืชืจืช: Dow ืžืคื’ืจ, ื–ื”ื‘ ื ืกื•ื’, ืงืจื™ืคื˜ื• ืื“ื•ื, ื ืคื˜ ื’ื‘ื•ื” ื‘-$107. ื”ืจืืœื™ ื‘ืฉื™ืื™ื ื‘ื ื•ื™ ืขืœ ืžื ื•ืข ืื—ื“ โ€” Tech. ืื ื”ืžื ื•ืข ื”ื–ื” ื™ื™ืขืฆืจ, ืื™ืŸ ืจืฉืช ื‘ื™ื˜ื—ื•ืŸ.

S&P 500: 7,414 (+0.18%) ๐ŸŸข ืฉื™ื | NASDAQ Futures: ืฉื™ื ื—ื“ืฉ ๐ŸŸข | Dow Futures: -100 ื ืง' ๐Ÿ”ด
ื ืคื˜: Brent $107.39 (-0.35%), WTI $101.86 (-0.31%) | ื–ื”ื‘: $4,693 (-0.46%) | 10Y: ~4.41% | CPI ืืคืจื™ืœ: 3.80% ๐Ÿ”ด
ืช"ื: ืช"ื 90 -0.8%, ื‘ื ืงื™ื -1%. Tower +17%, ICL +7%, ื‘ื–ืง ืจื•ื•ื— -30%.
ืงืจื™ืคื˜ื•: BTC $80,316 (-0.58%), ETH $2,297.93 (+0.39%), SOL $94.12 (-0.80%). F&G 42 (Fear ๐Ÿ˜Ÿ).

ืฉืœื•ืฉ ื ืงื•ื“ื•ืช ื”ื›ืจืขื” ื”ื™ื•ื: โš”๏ธ ืคื™ืชื•ื—ื™ ืื™ืจืืŸ โ€” ื”ืื ื”ื“ื™ืคืœื•ืžื˜ื™ื” ืชื–ื•ื–? ืคืกื’ืช ืืจื”"ื‘-ืกื™ืŸ ื‘ืฉื‘ื‘ื™ื โ€” ื”ืื NVDA ืชืงื‘ืœ ืื™ืฉื•ืจ ืœื™ื™ืฆื•ื? | ๐Ÿ’ป ื ืื•ืžื™ ืคื“ โ€” ื”ืื CPI ื—ื ื™ื™ื“ื—ื” ื”ืคื—ืชืช ืจื™ื‘ื™ืช? ื›ืœ ืืžื™ืจื” ืชื–ื™ื– ืฉื•ื•ืงื™ื. | ๐Ÿ›๏ธ ื“ื•ื—ื•ืช ืื—ื”"ืฆ: CSCO, SE, JD โ€” ื”ืžื ื•ืข ื”-Tech ื ื‘ื—ืŸ ื‘ืจื‘ืขื•ืŸ.

โš ๏ธ ื”ืžืœืฆืช ืžื‘ื˜: ืฉื•ื•ืงื™ื ื‘ืฉื™ื โ€” ืื‘ืœ ื”ืกื™ืคื•ืจ ืžืชื—ืชื™ื”ื ืžื•ืจื›ื‘. ื‘-Tech: ืฉื™ืื™ื, ืื‘ืœ ื”ื™ื–ื”ืจ ื‘ืจื™ื›ื•ื– (Mega-caps ืœื‘ื“ ื ื•ืฉืื™ื). ื‘ืื ืจื’ื™ื”: ืขื•ื“ ื—ื, ืืœื‘ื™ื˜ ื•ื—ื‘ืจื•ืช ื“ืคื ืก ื™ืžืฉื™ื›ื• ืœื™ื”ื ื•ืช. ื‘ืช"ื: ืฉื ื™ ืกื•ืกื™ื โ€” Tower ื•-ICL ืžื ืฆื—ื™ื ืžืขืœ ืฉื•ืง ื—ืœืฉ; ืื ืชืจืฆื” ื—ืฉื™ืคื” ื™ืฉืจืืœื™ืช, ืฉื ื”ืกื™ืคื•ืจ. ื‘ืงืจื™ืคื˜ื•: $80K ื‘-BTC ื”ื•ื ื”ืงื• ื”ืงืจื™ื˜ื™ โ€” ืคืจื™ืฆื” ืžื˜ื” ืชืคืชื— ืืช ื”ื“ืœืช ืœ-$77K ื‘ืžื”ื™ืจื•ืช. ื”ืกื‘ืœื ื•ืช ื”ื™ื ื”ื˜ืจื™ื™ื“ ื”ื˜ื•ื‘ ื‘ื™ื•ืชืจ โ€” ืชื™ืงื•ืŸ ื‘ืจื™ื ืื—ืจื™ ืงืจื™ืืช CPI ื—ืžื” ื”ื•ื ื”ืกื™ื›ื•ื™ ืœืงื ื™ื™ื” ื‘ืžื—ื™ืจื™ื ื™ื•ืชืจ ื˜ื•ื‘ื™ื ื”ืฉื‘ื•ืข. ืืœ ืชืจื“ื•ืฃ ืฉื™ื ื—ื“ืฉ; ื—ื›ื” ืœื“ื™ืค.