【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。
Investors are increasingly readying for the Federal Reserve to hike interest rates in September.
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中国资产、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 update2026-07-24 20:00ET 2026-07-24 08:00Cloud 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。
Bond prices will dive as structural inflation builds, says hedge fund manager
【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。
U.S. Treasury yields climbed on Wednesday, following oil prices higher, as traders also reacted to a slump in weekly claims for unemployment insurance.
【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。
This is the first rise in core inflation since March, and was in line with the1.6% growth expected by economists polled by Reuters.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Gold prices today, Thursday, July 23, 2026: Gold price opens below $4,100 as inflation worries clash with safe-haven demand
【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。
China’s resilience in the face of the U.S.-Iranian conflict has one strategist saying that gold will be the big winner and the U.S. dollar the loser from the revolutio...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
After staying flat as the U.S.-Iran war heated up again, equities tumbled on Thursday after oil prices crossed $100 per barrel.
【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。
Stock exchange operator Hong Kong Exchanges and Clearing (HKEX) will allow all listing applications to remain confidential and will reduce market-capitalisation requir...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
MannKind stock jumps 6% on FDA approval, $50M financing
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Sensient Technologies stock surging today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Slb stock rallying today?
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Why is Verizon stock rallying today?