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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 19:00ET 2026-08-05 07:00Cloud hourly refresh
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01

【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。

European stocks trade near peaks as corporate earnings boost risk appetite

02

【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.

03

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Wall Street warms to healthcare stocks as tech trade faces turbulence

04

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Wall Street warms to healthcare stocks as tech trade faces turbulence

05

【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。

The Reserve Bank of India has kept interest rates unchanged amid creeping inflation.

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for se...

07

【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.

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

If a Bear Market Is Coming, 2 Stocks You Don't Want to Own -- and 1 You Do

09

【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.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Why Nvidia Stock Is the Big Winner From SpaceX Earnings

11

【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 Gran Tierra Energy stock surging nearly 50% today?

12

【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 Barrick Mining stock rising today?