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中国资产、港股、利率路径是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-06-27 20:00ET 2026-06-27 08:00Cloud hourly refresh
SCMP: China assetsSCMP: Hong Kong marketMarketWatch: rate pathSCMP: Hong Kong market
01

【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。

China will strengthen coordination with other countries to remove bureaucratic barriers and make travel more convenient for international tourists, Beijing’s tourism c...

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 global higher education landscape has shifted markedly over the past five years, with universities across Asia, particularly in Hong Kong and mainland China, climb...

03

【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。

Kevin Warsh, the new Federal Reserve chair, is helping coax Treasury yields lower by talking tough on inflation.

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。

In the second of a two-part series on the economy as Hong Kong marks 29 years since its return to Chinese rule, Lo Hoi Ying and Leopold Chen look at the city’s efforts...

05

【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。

Citi says these beaten-down China internet stocks are worth buying on the dip

06

【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 Filipino teenager has drowned after losing his balance while walking on a bridge and falling into the sea off an outlying island in Hong Kong, the South China Mornin...

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 equal-weighted version of the S&P 500 outperformed its traditional capitalization-weighted sibling this week by the widest margin in six years.

08

【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。

President Donald Trump's economic advisors are giving Warsh space, as the new Fed chairman, on interest rates as the president repeats calls to cut.

09

【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 said he sees a hike likely this year as the economy continues to feel the hit from spiking inflation.

10

【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。

Trustpilot partners with Shopify to integrate customer reviews into stores

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

LVMH and Accor’s Orient Express sets its sights on new tech billionaire class

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Why BMW’s transformation story hinges on NEUE KLASSE execution