【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。
It's misguided to focus on China's renminbi replacing the U.S. dollar. Beijing is already successfully reducing dependence on a dollar-centric global system.
TODAY · 12 STORIES
中国资产、港股、股市风险偏好、油价与通胀是当前市场主线；重点看美联储信号、收益率变化和跨资产联动。
Last update2026-06-30 01:01ET 2026-06-29 13:01Cloud hourly refresh
【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。
Two People’s Liberation Army (PLA) naval vessels are set to visit Hong Kong for a five-day port call from July 2, during which residents will be able to board them and...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocks and oil prices edge up with eyes on Iran; yen touches 40-year low vs dollar
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【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。
Inflation isn’t as high as you think — and Fed Chair Kevin Warsh looks less hawkish than advertised.
【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。
Strategy disclosed a program to sell bitcoin “from time to time” to fund its U.S. dollar reserve and share repurchases.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocks rise as communication services names surge, U.S. and Iran halt attacks
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Palisade Bio stock surges on FDA clearance for UC trial
【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 Satellogic stock gaining 23% today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Repay Holdings stock surges on raised Forager acquisition offer