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中国资产、港股、油价与通胀是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-07-01 07:01ET 2026-06-30 19:01Cloud hourly refresh
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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。

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...

02

【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。

The world’s largest buyer of biopharmaceutical royalties has set up its first Asia-Pacific base in Hong Kong, joining a string of multinational corporations in the pha...

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。

Hong Kong is rolling out a series of discounts, shopping perks, giveaways and countless deals to celebrate the 29th anniversary of the city’s return to Chinese soverei...

04

【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 has surrendered its IPO fundraising crown to Nasdaq following SpaceX’s blockbuster listing earlier this month, but it did so while seeing its IPO proceeds re...

05

【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。

Nike was expected to report another quarter of declining sales as the sneaker giant struggles to regain strength under its turnaround strategy.

06

【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。

Workarounds to the Strait of Hormuz chokepoint and a drop in crude imports to China helped ease the impact of lost Persian Gulf oil supplies.

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。

"We've got inflation that's too high, and it's been too high for the past five years," Beth Hammack told CNBC's Sara Eisen.

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

These companies were hit hard as investors worried about eventual losses of market share to AI tools.

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

iHerb stock selects JPMorgan, Morgan Stanley for $500M IPO - Bloomberg

10

【市场】全球市场出现新的交易线索,需关注跨资产联动。

TikTok to settle with teen plaintiff before California social media trial, law firm says

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

ITG prices IPO at $16 per share on Nasdaq

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

S&P 500, Nasdaq register best quarter since 2020 despite Iran war