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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 update2026-07-01 15:00ET 2026-07-01 03:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: Hong Kong marketCNBC: rate pathSCMP: Hong Kong market
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。

This article was first published on July 1, 1997 Tung and his team sworn in as Patten bids tearful farewell by Chris Yeung Hong Kong entered its new era at the stroke ...

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。

Yen intervention alone is unlikely to reverse losses while wide U.S.-Japan rate differentials keep supporting the dollar, said analysts.

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。

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...

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。

The leadership of the Communist Party is a “fundamental safeguard” of Hong Kong’s prosperity, Chief Executive John Lee Ka-chiu has said amid celebrations to mark the 2...

06

【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.

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Australia stocks lower at close of trade; S&P/ASX 200 down 0.64%

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Taiwan stocks higher at close of trade; Taiwan Weighted up 0.96%

09

【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 ceasefire prompted a surge in crude shipments through the Strait of Hormuz, where traffic had largely ground to a halt during the conflict.

10

【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。

Andy Burnham could face an early test over North Sea oil drilling as energy shocks revive the UK energy security debate.

11

【外汇】美元和主要货币等待利率信号,外汇市场波动可能放大。

Goldman Sachs adds two, drops three in European conviction list July shake-up

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 Weichai Power stock rallying today?