【宏观】美联储利率路径再成焦点，交易员重新评估降息与加息风险。
Gold steadies as Mideast diplomacy, Fed outlook keep traders cautious
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中国资产、利率路径、股市风险偏好是当前市场主线；重点看美联储信号、收益率变化和跨资产联动。
Last update2026-08-05 12:00ET 2026-08-05 00:00Cloud hourly refresh
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The AI lending company says it’s enhanced its model to better assess the risk of borrowers.
【宏观】美联储利率路径再成焦点，交易员重新评估降息与加息风险。
Critics say Kevin Warsh’s determination to cool prices gains isn’t sufficient.
【中国】中国资产定价受政策、人民币和增长预期共同影响，A/H 股联动需要关注。
China AI optical stocks fall on report U.S. weighs ban on data center components
【宏观】美联储利率路径再成焦点，交易员重新评估降息与加息风险。
Japan’s wages climb 3.4% in June, supporting rate hike case
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Some BOJ members see inflation rising later this year, June meeting minutes show
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Asian technology stocks rallied on Wednesday after Wall Street's record-setting session fueled optimism around artificial intelligence and growth stocks.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
The complaint alleges Amazon's third-party delivery model leads to lower wages, unfair working conditions and a lack of competition.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The S&P 500 booked its 25th record close of 2026, after a 42-day break.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
"Our customers have declined to become vassal states of the language labs," Palantir's co-founder and CEO Alex Karp said after blowout second-quarter earnings.
【商品】油价变化继续影响通胀预期，能源和周期资产重新定价。
Treasury Secretary Scott Bessent said a deal to reopen the Strait of Hormuz would allow freedom of navigation.