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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 update2026-07-07 07:00ET 2026-07-06 19:00Cloud hourly refresh
CNBC: China assetsSCMP: equitiesSCMP: Hong Kong marketMarketWatch: 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。

Chinese e-commerce giant Alibaba has put Anthropic's Claude Code on a high-risk software list.

02

【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...

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。

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...

04

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.

05

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Investors are looking forward to Samsung’s earnings and SK Hynix’s ADR listing, experts say.

06

【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’s Northern Metropolis is positioned as the city’s next engine of growth – a long-term solution to land supply, economic transformation and cross-boundary int...

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Stock prices face greater volatility when lawmakers are active, driven entirely by the regulatory uncertainty they create.

08

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Tencent unit raises $1.5 billion from Kuaishou share sale, term sheet shows

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

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 is Rivian Automotive stock sliding today?

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Samsung estimates 19-fold rise in Q2 operating profit, beating expectations

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

US makes available $281 million in grants for addiction and mental health programs