【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。
Comments from JPMorgan Chase CEO Jamie Dimon contrast with investors' recent willingness to look past wars, tariffs and other shocks.
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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 update2026-07-22 09:00ET 2026-07-21 21:00Cloud hourly refresh
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear attractive.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Active stock pickers almost always lose against the broad market. They can’t beat simple math.
【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。
JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.
【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.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Wall St ends higher on chip stocks recovery; earnings in focus
【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 police arrested 991 people and discovered betting records amounting to HK$365 million (US$46.5 million) during a crackdown on illegal gambling during the Wor...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The recent chip sell-off presented a buying opportunity, and open-source AI models should drive more memory demand, analysts say
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Investors can learn from the mistakes that sank stock portfolios in the early 2000s dotcom crash when many became overly concentrated in the technology sector.
【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 flagship index for bond investors has some idiosyncracies bond investors should be aware of, experts say.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Strong consumer loan demand lifts Banorte quarterly profit