【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。
The benchmark 10-year Treasury is looking like a safety play during a sharp unwind in chip stocks
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中国资产、利率路径、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 update2026-07-18 02:00ET 2026-07-17 14:00Cloud 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
【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。
Semiconductor stocks trim losses, Chinese startup releases powerful new AI model
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stock Market Losses Led By Nasdaq, AI Stocks; Goldman, GE, Taiwan Semi, IBM In Focus: Weekly Review
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Chip Stocks Enter Bear Market But Roar Back. Astera Labs Continues Slump.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stock market today: Nasdaq leads Dow, S&P 500 lower as chip stocks bounce off lows
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Adobe vs. Autodesk: What Revenue Trends Reveal About These Software Stocks
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Taco Bell, which the CDC linked to the cyclosporiasis outbreak, will likely recover soon from the health safety scare, according to analysts.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
How To Profit From Amazon Stock Facing Big Price Swings With Earnings On Deck
【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.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Intel stock: Is now the time to buy the CPU winner?
【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 Żabka stock surging today?