TODAY · 12 STORIES

利率路径、股市风险偏好、油价与通胀是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-07-23 06:00ET 2026-07-22 18:00Cloud hourly refresh
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01

【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。

Treasury yields are approaching the highest levels seen since the Iran war started in February as oil price rises and odds of a Fed rate hike narrow.

02

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong flag carrier Cathay Pacific Airways expects its first-half net profit to jump by as much as 75 per cent to HK$6.5 billion (US$829 million) from HK$3.7 billio...

03

【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 0.88%

04

【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 0.19%

05

【商品】油价变化继续影响通胀预期,能源和周期资产重新定价。

Oil prices settled at six-week highs on Wednesday after the U.S. struck Iran for the 11th night in a row and President Donald Trump warned that the U.S. will bomb Iran...

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。

In five public appearances, Warsh has used the phrase "family fight" 13 times, returning to "first principles" 11 times and "inflation is a choice" for the Fed six times.

07

【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 authorities have warned of possible enforcement action after mainland Chinese dental chains were suspected of operating illegally in the city, as local indus...

08

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Former Google recruiter Farah Sharghi reveals the question that makes job candidates stand out to her the most.

09

【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。

There are a host of challenges at work as the ‘long’ 30-year Treasury yield logs its longest stretch above 5% in 19 years

10

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Amazon's AGI unit has released a set of AI models, called Nova, and also includes groups working on silicon and quantum computing.

11

【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。

[The content of this article has been produced by our advertising partner.] For a growing number of Hong Kong millionaire respondents, the mainland Greater Bay Area (G...

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Tesla's earnings report lands in the midst of a slide in the company's stock price even as its core auto business is rebounding.