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中国资产、港股、利率路径是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-07-09 03:00ET 2026-07-08 15:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: China assetsCNBC: rate pathMarketWatch: rate path
01

【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 stocks closed on a sharp high on Wednesday, led by technology shares, as concerns over a wave of post-IPO lock-up expiries eased after newly unlocked shares ...

02

【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 investors pulled a record US$2.91 billion out of domestic gold exchange-traded funds (ETFs) in June, taking profits as a stock-market surge and a strong yuan d...

03

【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 Federal Reserve on Wednesday released minutes from its June 16-17 meeting.

04

【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。

A “few” Federal Reserve officials said there was a case for raising interest rates in June, according to minutes released Wednesday from the central bank’s meeting las...

05

【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 welcomed 13 per cent more visitors in the first half of the year compared with the same period in 2025, as it hosted more mega-events and the Airport Authori...

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。

A rare mix-up involving embryo biopsy specimens at Heal Fertility, a privately-run reproduction clinic in Hong Kong linked to former financial secretary Antony Leung K...

07

【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。

Wall Street falls as geopolitical risk premium resurges; Fed debates rate outlook

08

【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。

China plans to let top AI firms buy limited Nvidia H200 chips, the Information reports

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

BofA names top industrial stocks for second quarter 2026

10

【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。

There have been few instances over the past 35 years or so when the Fed has only made one rate move, be it up or down.

11

【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。

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

12

【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 Alignment Healthcare stock sliding today?