TODAY · 12 STORIES

港股、利率路径、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 update2026-08-06 12:01ET 2026-08-06 00:01Cloud hourly refresh
CNBC: equitiesCNBC: rate pathCNBC: rate pathSCMP: Hong Kong market
01

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting another AI tech theme: photonics.

02

【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。

Cook was part of a 9-3 majority that voted last week to keep the central bank's benchmark borrowing rate in a range between 3.5%-3.75%.

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。

Since taking office in May, Warsh has implemented several measures that reverse decades of Fed culture.

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 police have arrested a 67-year-old woman who posed as a prospective tenant to swindle two property owners out of HK$4.3 million (US$510,008) in a virtual cur...

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。

A Hong Kong lawmaker has warned that an unfolding crypto scam run by a coffee investment venture based in Vietnam could involve more than 1,000 victims, as an investor...

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

While Figma’s consumption-based AI monetization strategy is showing promise, the company’s margins are taking a hit.

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Stocks and the Cboe Volatility Index move together only about 20% of the time.

09

【市场】全球市场出现新的交易线索,需关注跨资产联动。

FanDuel, Flutter's most important business, has been losing its dominance in market share in the United States.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

U.S. stock futures steady as Iran hopes persist, tech rebound cools

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。

Box office analysts say the resurgence of billion-dollar releases bodes well for a film industry that's still chasing pre-Covid levels, even with higher prices.

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

The strength of its GLP-1 business suggests the stock still has more room to run.