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中国资产、港股、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 update2026-07-07 17:00ET 2026-07-07 05:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: China assetsCNBC: China assetsCNBC: oil
01

【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 Furious, Hong Kong’s latest action flick, is crushing it on Rotten Tomatoes and has garnered critical acclaim abroad – proof of what human-centric filmmaking can s...

02

【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。

The South China Morning Post will host its China Conference in Kazakhstan’s capital in September, following a high-level Hong Kong delegation led by the city’s leader ...

03

【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。

Chinese e-commerce giant Alibaba has put Anthropic's Claude Code on a high-risk software list.

04

【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。

Brent and U.S. crude futures rose after a report of an Iranian attack on commercial ships in the Strait of Hormuz.

05

【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 jailed activist Joshua Wong Chi-fung has indicated he will plead guilty to conspiring with a fugitive former lawmaker to collude with foreign forces six year...

06

【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 high-quality economic development will be guided by its first five-year blueprint and the coming policy address, with artificial intelligence (AI) as the “...

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Global chip stocks in the red after Samsung selloff on quarterly results

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Indonesia stocks higher at close of trade; IDX Composite Index up 1.07%

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Syensqo stock gains on peer Victrex’s strong quarterly results

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Legrand gains as Barclays, Kepler turn bullish on AI demand, earnings outlook

12

【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 prospect of fees to transit the Strait of Hormuz has sparked alarm, not least by investors who fear it could be replicated in other maritime corridors.