【股市】美股围绕政策预期波动，科技和周期板块表现分化。
What a difference a week makes. The S&P 500 has surged more than 6% over the past five days, its biggest gain since last year’s tariff tantrum.
TODAY · 12 STORIES
港股、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 update2026-08-06 03:01ET 2026-08-05 15:01Cloud 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。
Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting another AI tech theme: photonics.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Sen. Elizabeth Warren asked Howard Lutnick to explain eased UAE export controls after UAE-linked entities invested in the Trump family’s crypto venture.
【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。
Kashkari was one of three dissenters at last week's Federal Open Market Committee meeting.
【港股】香港市场成为亚洲风险偏好观察窗口，恒指、科技股和南向资金值得跟踪。
Hong Kong police have arrested a 67-year-old woman who posed as a prospective tenant to swindle two property owners out of HK$4.3 million (US$510,008) in a virtual cur...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
The largest part of the economy grew in July at a robust pace, but scattered shortages of key supplies and dogged inflation raised the cost of doing business. Companie...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Trump's latest remarks signaling again that a deal with Iran to reopen the Hormuz Strait is close at hand drove oil prices lower and sent stocks soaring.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Hiring at private companies slowed considerably in July, with most of the job growth coming health care.
【港股】香港市场成为亚洲风险偏好观察窗口，恒指、科技股和南向资金值得跟踪。
A Hong Kong lawmaker has warned that an unfolding crypto scam run by a coffee investment venture based in Vietnam could involve more than 1,000 victims, as an investor...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Top AI infrastructure stocks to watch, according to Baird
【外汇】美元和主要货币等待利率信号，外汇市场波动可能放大。
Gold set for best day since early Feb amid easing dollar, rising Hormuz deal hopes
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Eli Lilly stock surging today?