【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。
Chip stocks had a wild but strong week. Meta led our portfolio higher.
TODAY · 12 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 update2026-07-12 01:00ET 2026-07-11 13:00Cloud hourly refresh
【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。
Trump says 1,000 missiles are "locked and loaded" and will hit Iran if it carries out its threats to assassinate the U.S. president.
【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 the eight-plus months since Amazon announced its most expansive job cuts ever, laid off workers have been thrust into an increasingly saturated labor market.
【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 Dividend Growth Plan That Leaves High-Yield Stocks Behind
【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。
These 22 U.S. stocks are backed by company buybacks and insider cash.
【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。
ETF Action's Mike Akins is encouraging investors to boost exposure to groups that underperformed compared with major artificial intelligence stocks.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Three-legged dogs and one-eyed cats are common sights at a veterinary clinic opened by an animal welfare group in the Fo Tan area of Hong Kong’s Sha Tin district, with...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
NCR Atleos (NATL) is One of the Best Up and Coming Tech Stocks to Buy Now
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
ServiceTitan (TTAN): Best Up and Coming Tech Stocks to Buy Now
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Is Samsara (IOT) One of the Best Up and Coming Tech Stocks to Buy Now?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Here is Why Qnity (Q) is One of the Best Up and Coming Tech Stocks to Buy Now
【市场】全球市场出现新的交易线索，需关注跨资产联动。
US activist investors must disclose clients in filings, SEC says