【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。
Investors are increasingly readying for the Federal Reserve to hike interest rates in September.
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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 update2026-07-24 18:00ET 2026-07-24 06:00Cloud hourly refresh
【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。
U.S. Treasury yields climbed on Wednesday, following oil prices higher, as traders also reacted to a slump in weekly claims for unemployment insurance.
【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。
This is the first rise in core inflation since March, and was in line with the1.6% growth expected by economists polled by Reuters.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Gold prices today, Thursday, July 23, 2026: Gold price opens below $4,100 as inflation worries clash with safe-haven demand
【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。
JPMorgan analysts said oil has been remarkably restrained despite fresh hostilities over the Iran war, but much depends on China.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
After staying flat as the U.S.-Iran war heated up again, equities tumbled on Thursday after oil prices crossed $100 per barrel.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Trump would be nearly certain to veto any measure to curtail his ability to wage war with Iran.
【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。
Stock exchange operator Hong Kong Exchanges and Clearing (HKEX) will allow all listing applications to remain confidential and will reduce market-capitalisation requir...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
European shares gain as SAP lifts tech stocks; Middle East on watch
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Intel stock surging today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Tenet Healthcare stock surging today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is SFS stock sliding today?