【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.
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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 07:01ET 2026-08-05 19:01Cloud hourly refresh
【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%.
【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。
Kashkari was one of three dissenters at last week's Federal Open Market Committee meeting.
【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.
【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...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Our AI knew it: +200%, these stocks smashed earnings and keep surging higher
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Trump's latest remarks signaling again that a deal with Iran to reopen the Hormuz Strait is close at hand drove oil prices lower and sent stocks soaring.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released its first ...
【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...
【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.
【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.
【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.