TODAY · 12 STORIES

港股、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 update2026-07-23 04:00ET 2026-07-22 16:00Cloud hourly refresh
MarketWatch: rate pathSCMP: equitiesCNBC: rate pathSCMP: Hong Kong market
01

【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。

Treasury yields are approaching the highest levels seen since the Iran war started in February as oil price rises and odds of a Fed rate hike narrow.

02

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong flag carrier Cathay Pacific Airways expects its first-half net profit to jump by as much as 75 per cent to HK$6.5 billion (US$829 million) from HK$3.7 billio...

03

【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。

In five public appearances, Warsh has used the phrase "family fight" 13 times, returning to "first principles" 11 times and "inflation is a choice" for the Fed six times.

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。

Hong Kong authorities have warned of possible enforcement action after mainland Chinese dental chains were suspected of operating illegally in the city, as local indus...

05

【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。

The central bank didn't have access to Claude Mythos Preview as of mid-July, even as other institutions were racing to patch their vulnerabilities.

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Deutsche Bank ranks IT Services stocks ahead of earnings

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Top paper & packaging stocks to watch this earnings season, per Citi

08

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Amazon's AGI unit has released a set of AI models, called Nova, and also includes groups working on silicon and quantum computing.

09

【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 content of this article has been produced by our advertising partner.] For a growing number of Hong Kong millionaire respondents, the mainland Greater Bay Area (G...

10

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Former Google recruiter Farah Sharghi reveals the question that makes job candidates stand out to her the most.

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Top E&C Stocks to Play Power Demand and Clean Energy, Says Wolfe

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Fast food restaurant stocks fall after FDA issues new cyclospora alert