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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 update2026-06-25 15:00ET 2026-06-25 03:00Cloud hourly refresh
SCMP: China assetsSCMP: Hong Kong marketSCMP: equitiesSCMP: Hong Kong market
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。

Bankers working for JPMorgan Chase and Goldman Sachs in Hong Kong must have been miffed when they were shut off from using artificial intelligence (AI) models from Ant...

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 market realignment over the past week starkly captures the self-defeating logic of America’s technology containment strategy. The momentum began on June 15, when t...

03

【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...

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。

China’s crackdown on cross-border securities trading could strengthen – rather than diminish – Hong Kong’s financial role, according to economists, as Beijing steers m...

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。

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...

06

【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...

07

【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...

08

【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...

09

【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...

10

【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...

11

【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。

Southbound Stock Connect flows, through which mainland Chinese investors buy Hong Kong listed shares, hit a record high in the past year, reflecting strong confidence ...

12

【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。

Beijing’s recent investigation into three brokerages – Futu Securities, Tiger Brokers and Long Bridge – was partly driven by concerns over foreign exchange “leakage” a...