TODAY · 12 STORIES

中国资产、港股、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 update2026-06-29 09:01ET 2026-06-28 21:01Cloud hourly refresh
SCMP: equitiesSCMP: Hong Kong marketInvesting: Hong Kong marketCNBC: China assets
01

【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...

02

【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 is uniquely positioned to add value to Beijing’s “China Opportunity 2.0” narrative, serving as a bridge and catalyst for the global expansion of mainland Chi...

03

【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。

China’s Momenta seeks up to $751 million in Hong Kong IPO to boost autonomous driving R&D

04

【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.

05

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong boy band Mirror member Stanley Yau Sze-chun recently lost his iPhone in the city and was surprised to discover it had surfaced at a market in neighbouring Sh...

06

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong school pupils as young as seven are being referred for addiction counselling for online gaming, with requests for help involving increasingly younger childre...

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Oil prices rose Sunday while U.S. stock-index futures advanced, after the U.S. and Iran reportedly agreed to halt attacks after repeatedly exchanging fire in the Persi...

08

【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。

Oil edged higher on Monday after renewed military strikes between the U.S. and Iran reignited concerns over crude supplies from the Middle East.

09

【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。

Chinese AI, chip firms are driving an onshore IPO rebound

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Russia stocks lower at close of trade; MOEX Russia Index unchanged

11

【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。

Capricorn Metals rated Buy at UBS on Mt Gibson growth, sees about 40% upside

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Amid volatility in global markets, top analysts can help investors look past near-term noise and pick attractive stocks with long-term potential.