TODAY · 12 STORIES

港股、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 update2026-07-05 01:00ET 2026-07-04 13:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: equitiesSCMP: equities
01

【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 first phase of Hong Kong’s Hetao innovation hub, a key cross-border initiative under the Northern Metropolis megaproject, has been well received, with two of its w...

02

【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。

As Hong Kong moves forward with its huge new Northern Metropolis development zone, analysts argue the government should take a cautious approach to land sales to help ...

03

【市场】全球市场出现新的交易线索,需关注跨资产联动。

A 27-year-old diver has suffered serious facial injuries after being struck by a boat propeller off a Hong Kong beach, while a windsurfing board hit a woman in a separ...

04

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong’s development chief has welcomed the collaboration between property developers and industry operators in bids for a Northern Metropolis pilot project, saying...

05

【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 Week Ahead: Oil Hints At A Paradigm Shift

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

AI is Driving Utilities to Spend a Record $240 Billion in 2026. Buy These Stocks to Capitalize on the Power Surge.

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。

Nvidia vs. Strategy: Which Stock Has a Better Chance of Surging 10x by 2036?

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Jim Cramer Says He Kept Waiting for Breaks in Stocks Like Lam Research Which Never Came

09

【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。

Iran conflict strengthens case for power, metals over oil: strategist

10

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Is AI inflation transitory?

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Morgan Stanley shifts to defensive European energy stocks, upgrades Galp

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Trump Accounts to debut as US kicks off 250th Independence Day celebrations