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港股、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 update2026-07-04 23:00ET 2026-07-04 11:00Cloud hourly refresh
SCMP: equitiesSCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: Hong Kong market
01

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong’s development chief has welcomed the collaboration between property developers and industry operators in bids for a Northern Metropolis pilot project, saying...

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 first phase of Hong Kong’s Hetao innovation hub, a key cross-border initiative under the Northern Metropolis megaproject, has been well received, with two of its w...

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。

A PLA Navy officer who helped evacuate hundreds of Chinese nationals during the Sudanese civil war has recounted that many burst into tears upon arriving at the ship, ...

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。

As Hong Kong moves forward with its huge new Northern Metropolis development zone, analysts argue the government should take a cautious approach to land sales to help ...

05

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Jim Cramer Says He Kept Waiting for Breaks in Stocks Like Lam Research Which Never Came

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Jim Cramer on Palantir: “This Is the Fastest Grower of the Stocks I Follow, and It’s Been Crushed”

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Missed the First Wave of Artificial Intelligence (AI) Stocks? These 2 Aggressive Plays Are Your Second-Chance Buys

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。

Piper Sandler Reiterates Overweight Rating on Meta Platforms (META) Stock

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。

Iran conflict strengthens case for power, metals over oil: strategist

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Morgan Stanley shifts to defensive European energy stocks, upgrades Galp

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Is AI inflation transitory?

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports