【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。
Many types of consumer loans such as mortgages peg their interest rate to the yield on 10-year Treasury bonds, which has been moving higher.
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中国资产、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 update2026-07-25 13:01ET 2026-07-25 01:01Cloud 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。
Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on companies they lend to.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Moody's said AI spending is forcing even the world's most cash-rich corporations to lean heavily on debt, stock sales and off-balance-sheet moves.
【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。
Oil prices dropped by around 3% on Friday, but remained on track for a weekly jump of 10% as the U.S.-Iran war continued to escalate.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Mexico stocks higher at close of trade; S&P/BMV IPC up 0.18%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Colombia stocks lower at close of trade; COLCAP down 0.38%
【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。
Salary growth for Hong Kong degree graduates slowed to a five-year low in 2025, with average annual earnings rising by just 2 per cent and sitting at HK$28,000 (US$3,5...
【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...
【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。
Long-bond spike would crush stock gains and deepen bond-fund losses.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As inflation continues to squeeze household budgets, parents and students are on a mission to find back-to-school bargains.
【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。
Mortgage and refinance interest rates today, Friday, July 24, 2026: Dropping below 6.5%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
BofA Names Top Infrastructure Software Stocks Led by Datadog