【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Mexico stocks higher at close of trade; S&P/BMV IPC up 0.42%
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利率路径、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 update2026-07-18 13:00ET 2026-07-18 01:00Cloud hourly refresh
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Bitcoin and ethereum prices today, Friday, July 17, 2026: Prices ease as conflict in Iran escalates
【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。
Mortgage and refinance interest rates today, Friday, July 17, 2026: Rates are mixed today
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
World stocks fall in semiconductor rout; oil rises on Middle East escalation
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Also in Weekend Reads: The changing bond market, housing-market opportunities and advice from the Moneyist.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Seven of the worst performers for the month were still up by triple digits for 2026.
【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。
SpaceX's stock plunged further on Friday, a day after it aborted a test flight for its Starship rocket at the last second.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The streaming giant said it would cut back on the frequency of its "What We Watched" reports, which provide a picture of engagement.
【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。
One seafarer was killed and three were injured in attack on the crude oil tanker Al Bahyah off Oman's coast on Tuesday.
【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 update comes as analysts raise concerns about the prospect of global olive oil supplies swinging dramatically from one season to the next.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
GameStop owns nearly 10% of eBay, SEC filing shows