【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.
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中国资产、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 09:00ET 2026-08-05 21:00Cloud hourly refresh
【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。
Cook was part of a 9-3 majority that voted last week to keep the central bank's benchmark borrowing rate in a range between 3.5%-3.75%.
【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。
Since taking office in May, Warsh has implemented several measures that reverse decades of Fed culture.
【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。
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.
【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。
Z.AI vs MiniMax: Which Chinese frontier AI stock should you buy?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released its first ...
【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。
While Figma’s consumption-based AI monetization strategy is showing promise, the company’s margins are taking a hit.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
【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 the Cboe Volatility Index move together only about 20% of the time.
【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 AppLovin stock tumbling today?