【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。
Federal Reserve Chair Kevin Warsh was on Capitol Hill for two days of testimony this week.
TODAY · 12 STORIES
港股、利率路径、股市风险偏好、亚洲与全球市场是当前市场主线；重点看美联储信号、收益率变化和跨资产联动。
Last update2026-07-17 15:00ET 2026-07-17 03:00Cloud hourly refresh
【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’s short-haul visitor arrivals plunged by 15 per cent in June despite an overall growth in traffic, as higher fuel costs linked to the Middle East conflict re...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Australia stocks lower at close of trade; S&P/ASX 200 down 0.50%
【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 policymaker said this week's good inflation news wasn't good enough.
【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 new Fed chairman avoided major stumbles in two days of testimony before the House and Senate, but faces a rapid test of his commitment to price stability.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Japanese AI-linked stocks tumbled as a fresh rout in U.S. semiconductor shares spread across Asia after Taiwan Semiconductor Manufacturing's outlook failed to reassure...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocks sink as chip rout deepens, oil set for weekly gain
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
While investors are concerned about a memory peak, analysts say the stock still looks cheap relative to various earnings scenarios.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
These 11 U.S. states excel when it comes to the education level of their workforce, migration patterns, and workforce development programs.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Wolfe Names Top Business and Information Services Stocks
【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。
Oil producers are building or contemplating new pipeline projects to bypass the Strait of Hormuz, but this infrastructure is still vulnerable, analysts said.