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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 update2026-07-01 11:01ET 2026-06-30 23:01Cloud hourly refresh
SCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: 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。

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...

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。

A Hong Kong developer is dangling Mercedes-Benz cars to entice buyers of its high-end homes in the Southern district, riding on a resurgence in the luxury property seg...

03

【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 is rolling out a series of discounts, shopping perks, giveaways and countless deals to celebrate the 29th anniversary of the city’s return to Chinese soverei...

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 is marking the 29th anniversary of its return to Chinese sovereignty this Wednesday, with businesses and authorities rolling out a range of promotions for th...

05

【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。

Nike was expected to report another quarter of declining sales as the sneaker giant struggles to regain strength under its turnaround strategy.

06

【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。

Share and bond markets turn cautious in Asia, yen on ropes

07

【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。

The ceasefire prompted a surge in crude shipments through the Strait of Hormuz, where traffic had largely ground to a halt during the conflict.

08

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Nike’s profit and gross margins were buoyed by a tariff refund.

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。

"We've got inflation that's too high, and it's been too high for the past five years," Beth Hammack told CNBC's Sara Eisen.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Why is Ubtech Robotics stock surging today?

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Why is South32 stock rallying today?

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

US stock futures steady after Wall St logs stellar qtr; Warsh speech awaited