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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 update2026-08-06 05:00ET 2026-08-05 17:00Cloud hourly refresh
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01

【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 mixed at close of trade; Dow Jones Industrial Average up 0.49%

02

【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 higher at close of trade; S&P/TSX Composite up 0.96%

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 0.11%

04

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting another AI tech theme: photonics.

05

【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。

Cook was part of a 9-3 majority that voted last week to keep the central bank's benchmark borrowing rate in a range between 3.5%-3.75%.

06

【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。

Kashkari was one of three dissenters at last week's Federal Open Market Committee meeting.

07

【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。

Since taking office in May, Warsh has implemented several measures that reverse decades of Fed culture.

08

【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 a 67-year-old woman who posed as a prospective tenant to swindle two property owners out of HK$4.3 million (US$510,008) in a virtual cur...

09

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Trump's latest remarks signaling again that a deal with Iran to reopen the Hormuz Strait is close at hand drove oil prices lower and sent stocks soaring.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released its first ...

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hiring at private companies slowed considerably in July, with most of the job growth coming health care.

12

【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。

A Hong Kong lawmaker has warned that an unfolding crypto scam run by a coffee investment venture based in Vietnam could involve more than 1,000 victims, as an investor...