TODAY · 12 STORIES

中国资产、港股、股市风险偏好、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 update2026-07-08 07:00ET 2026-07-07 19:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: China assets
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。

The launch of a marine war-risk pool by Hong Kong insurers is a prime example of how the city’s insurers can collaborate not just for the benefit of the local economy ...

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 Furious, Hong Kong’s latest action flick, is crushing it on Rotten Tomatoes and has garnered critical acclaim abroad – proof of what human-centric filmmaking can s...

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。

For decades, warnings of Hong Kong’s terminal decline have arrived in periodic waves. When Stephen Roach, the former chairman of Morgan Stanley Asia, ignited a firesto...

04

【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。

The South China Morning Post will host its China Conference in Kazakhstan’s capital in September, following a high-level Hong Kong delegation led by the city’s leader ...

05

【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。

Oil futures climbed late Tuesday after the Treasury Department canceled a license granted on June 21 to allow for the sale of Iranian oil.

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Samsung Electronics' results weren't enough to please investors after stock's 145% run up

07

【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。

Treasury had waived sanctions on Iranian oil through Aug. 21 after Washington and Tehran inked an interim deal to reopen Hormuz last month.

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

After a record-breaking quarter, semiconductor stocks are seeing their valuations come under scrutiny.

09

【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。

FCC denies US firm with Chinese links approval to provide telecom services

10

【宏观】美债收益率成为市场定价核心,利率预期继续牵动股债汇。

Amazon aims to raise $25 billion from bond sale

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

MasTec stock rises on $1.65 billion Superior Group acquisition

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Nasdaq sinks as AI worries hit chipmakers