【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。
Inflation isn’t as high as you think — and Fed Chair Kevin Warsh looks less hawkish than advertised.
TODAY · 12 STORIES
中国资产、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 update2026-06-30 04:01ET 2026-06-29 16:01Cloud hourly refresh
【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。
It's misguided to focus on China's renminbi replacing the U.S. dollar. Beijing is already successfully reducing dependence on a dollar-centric global system.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【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。
Two People’s Liberation Army (PLA) naval vessels are set to visit Hong Kong for a five-day port call from July 2, during which residents will be able to board them and...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
As Hong Kong marks the 29th anniversary of its return to Chinese rule on July 1, the South China Morning Post talks to the city’s senior officials about the administra...
【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 ruling by the Supreme Court means that Lisa Cook will remain as a Federal Reserve governor as her lawsuit challenging Trump's effort to fire her proceeds.
【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 Supreme Court has refused to allow President Donald Trump to fire Federal Reserve governor Lisa Cook, in a move that strengthens the independence of the central bank.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Bernstein Names Top Life Science Tools Stocks
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Gap options trading jumps as stock falls 7.2%
【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。
JPMorgan struggles to sell Sable Offshore loan despite 15% rate - Bloomberg
【市场】全球市场出现新的交易线索，需关注跨资产联动。
NioCorp options trading surges with over 16,000 contracts