【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
Comments from JPMorgan Chase CEO Jamie Dimon contrast with investors' recent willingness to look past wars, tariffs and other shocks.
TODAY · 12 STORIES
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 update2026-07-22 06:00ET 2026-07-21 18:00Cloud hourly refresh
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stay with the AI trade and overweight technology stocks, according to one earnings expert.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear attractive.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Mexico stocks higher at close of trade; S&P/BMV IPC up 0.88%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Colombia stocks higher at close of trade; COLCAP up 0.13%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Active stock pickers almost always lose against the broad market. They can’t beat simple math.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Investors and economists are deliberating what the latest exchange in hostilities will mean for the broader economy.
【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。
The Iran war isn’t causing your energy bill to soar. Blame Wall Street for that.
【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.
【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 arrested 991 people and discovered betting records amounting to HK$365 million (US$46.5 million) during a crackdown on illegal gambling during the Wor...
【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
US Treasury flags Wall Street tax strategies as potentially abusive, Bloomberg News reports
【市场】全球市场出现新的交易线索，需关注跨资产联动。
SpaceX's stock gained on Tuesday and looked to snap a seven-day losing streak after announcing Aug. 4 as its maiden earnings report