【市场】全球市场出现新的交易线索，需关注跨资产联动。
Gold miners’ stocks can offer a high-quality play for investors worried about inflation and the Fed.
TODAY · 12 STORIES
港股、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 update2026-08-07 05:00ET 2026-08-06 17:00Cloud 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 police have arrested 25 people, some as young as 13, in a crackdown on a loan shark syndicate that charged victims annual interest rates of up to 282 per cen...
【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。
Alphabet is utilizing its balance sheet with a fresh debt issuance as heavy AI investments eat into its free cash flow.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
What volatility measures are saying about the S&P 500’s rally to record highs.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
U.S. stocks lower at close of trade; Dow Jones Industrial Average down 0.85%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Canada stocks lower at close of trade; S&P/TSX Composite down 0.03%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Brazil stocks lower at close of trade; Bovespa down 1.23%
【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。
Trump's reported phone calls to the Fed chairman will complicate his efforts to prove he will act independently on inflation and interest rates.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Value is leaving growth behind at a pace rarely seen outside major market downturns. The twist: This is a bull market.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Shares of AppLovin tanked 19% Thursday off a second-quarter earnings miss, falling short of analysts' expectations for revenue.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Lilly widens its lead in the obesity race, Novo is still racing to win back market share and restore investor confidence in its pipeline.
【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。
Alphabet looks to raise up to $25 billion from latest bond sale, source says