Eva Daily Market Brief — Sun 6 Sep 2026, 08:00 AEST

🇦🇺 AU — Fri 4 Sep close

• PDN $11.70 +3.91% · DYL $1.66 −0.60% · BOE $1.50 +3.82%
• BHP $62.25 −2.40% · FMG $17.22 +1.59% · CBA $160.42 −0.10%
• ASX200 9,005.9 Fri close (−0.16%), vs 9,020.1 Thursday — the −0.16% prints against Thu, not Wed
• Two-week tape: index −0.2% (9,038 → 9,006), DYL −3.2%, BHP −5.5%

🌏 HK — Fri 4 Sep close

• 0700 442.8 +2.26% · 9988 110.1 +2.42% · 3690 81.75 +5.28% · 1810 28.44 +3.64%
• All four watchlist names firmly green into the weekend — HK tech is the momentum pocket

🇺🇸 US — Fri 4 Sep close

• SPY 770.19 −0.39% · QQQ 718.96 +0.18% · NVDA 230.36 +0.84%
• TSLA 354.08 −5.92% — largest single-name move on the board Friday
• GLD 406.77 −0.84% · TLT 82.21 +0.17%

📊 Context

• AUDUSD 0.7205 (+0.05%)
• Gold's pullback (GLD −0.84%) reads as profit-take after a strong run, not a trend break

🎯 Eva's Read

• TSLA −5.9% looks idiosyncratic, not systemic — QQQ held green and NVDA firmed; single-name risk until proven otherwise
• HK tech (0700/9988/3690/1810) all solidly green Friday: watch whether the momentum extends into Monday
• AU uranium bounced (PDN +3.9%, BOE +3.8%) — dip-buying alive in the theme; DYL lagging the bounce is the tell to watch
• Iron ore split: BHP −2.4% against FMG +1.6% — Monday's re-test decides the direction

Sources: YFinance (AU) · OpenD (HK/US)