【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
TODAY · 11 STORIES
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 04:00ET 2026-07-17 16:00Cloud hourly refresh
【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。
Oil producers are building or contemplating new pipeline projects to bypass the Strait of Hormuz, but this infrastructure is still vulnerable, analysts said.
【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.
【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。
The update comes as analysts raise concerns about the prospect of global olive oil supplies swinging dramatically from one season to the next.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
SpaceX stock sees brief Pentagon AI bump, while CoreWeave slides on pricing threat
【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。
Fighting between the U.S. and Iran escalated.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Green Plains stock jumps 10% on UBS price target hike
【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。
Iraqi Prime Minister Ali al-Zaidi is visiting the U.S. this week. He met with President Donald Trump at the White House on Tuesday.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
SpaceX's stock plunged further on Friday, a day after it aborted a test flight for its Starship rocket at the last second.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Nvidia shares have underperformed in 2026 as Wall Street shifts to companies powering the infrastructure AI buildout.