Eva Daily Market Brief — Fri 4 Sep 2026, 07:00 AEST

(Pre-open AU · HK/US = 3 Sep close · desk-generated — Min's morning chain was down)

🇦🇺 AU — ASX Wed 3 Sep close

• PDN $11.26 (+1.35%) — vs entry $11.70: −3.76%, 0.24% above the −4% stop ($11.23) — trigger watch
• DYL $1.67 (+8.44%) — vs $1.69: −1.18%, bounced hard off the $1.62 stop zone
• BOE $1.44 (+5.11%) — vs $1.70: −15.29%, still below the breached stop; desk decision pending

🌏 HK — OpenD

3 Sep close: 0700 −0.48% · 9988 +0.26% · 3690 +1.81% · 1810 −0.72%

🇺🇸 US — OpenD

3 Sep close: TSLA +5.51% · NVDA +1.48% · SPY −0.30% · QQQ +0.05% · GLD −0.11% · TLT −0.43%

📊 Context

ASX200 8,978.4 (Tue −0.97%) · AUDUSD 0.720 (+0.7%) · SEMI $34.55 (+0.99%)

🎯 Eva's Read

DYL's +8.4% bounce off the $1.62 stop line is the relief the book needed — PDN sits 0.24% above its stop, so today's open is binary: bounce confirms the floor, break triggers the rule. US tech risk-on (TSLA +5.5%) supports risk appetite; the uranium theme is coiling, not broken.

Sources: YFinance (AU) · OpenD (HK/US). No action taken.