TODAY · 12 STORIES

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 update2026-07-15 18:00ET 2026-07-15 06:00Cloud hourly refresh
SCMP: China assetsCNBC: rate pathSCMP: equitiesMarketWatch: equities
01

【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。

When Hong Kong launched its latest Connect programme on July 7, most of the attention focused on gold. That misses the bigger story. Delivery Connect, part of the city...

02

【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。

Warsh pledged Tuesday to "get monetary policy right" and defeat the inflation that has bedeviled the central bank for the past five years.

03

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong’s flag carrier, Cathay Pacific Airways, will expand its network by including four new destinations in Latin America via Madrid through code-share flights wit...

04

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Americans got some relief at the gas pump in recent weeks, enough to slow down inflation. That might not last long as the U.S. and Iran continue to vie for control of ...

05

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

The consumer price index rose 3.5% in June from a year earlier, a deceleration after several months of upward moves.

06

【市场】全球市场出现新的交易线索,需关注跨资产联动。

New estimates show Social Security's annual cost-of-living adjustment for 2027 may be between 3.7% and 3.8%. Here's what to know.

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

SK Hynix led a broad rally in Asian technology shares on Wednesday, tracking a rebound in U.S. semiconductor shares after a sharp selloff earlier this week.

08

【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 CEO blamed the shortfall on weakness in the software and infrastructure business because clients shifted money toward hardware purchases.

09

【市场】全球市场出现新的交易线索,需关注跨资产联动。

The lawsuit filed by current and former Meta employees underscores rising concerns about AI's impact on jobs and people with disabilities in the workforce.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

June CPI breakdown: Gas prices fell, but grocery bills kept climbing

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

IBM CEO Arvind Krishna told CNBC's Sara Eisen that some major deals were put on hold toward the end of the quarter as businesses rethink spending.

12

【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。

JPMorgan expands EMEA corporate banking business in latest push on regional rivals