【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。
India is banking on alternative fuels as it prioritizes energy security amid high oil prices and supply constraints.
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 update2026-07-22 21:00ET 2026-07-22 09:00Cloud hourly refresh
【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...
【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 climbs over 3% to near six-week high as conflict threatens key oil transit routes
【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。
Michael Darda says the yield on the 10-year Treasury will fall, so he likes beleaguered home builders.
【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 central bank didn't have access to Claude Mythos Preview as of mid-July, even as other institutions were racing to patch their vulnerabilities.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stock Market Today: Dow Falls As Oil Prices Jump; SMCI Surges With Alphabet, Tesla Earnings Next (Live Coverage)
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Intel to report Q2 earnings as chip stocks bounce off recent losses
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Earnings Season Totally Hinges On Great Results From 5 Stocks
【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 arrested 991 people and discovered betting records amounting to HK$365 million (US$46.5 million) during a crackdown on illegal gambling during the Wor...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Piper names top software stocks as AI token savings can go up to 75%
【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。
European shares at two-week highs as oil surge lifts energy heavyweights
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Citigroup hires five US tech investment banking executives from rivals