【市场】全球市场出现新的交易线索，需关注跨资产联动。
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...
TODAY · 12 STORIES
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 update2026-06-29 17:01ET 2026-06-29 05:01Cloud hourly refresh
【市场】全球市场出现新的交易线索，需关注跨资产联动。
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...
【市场】全球市场出现新的交易线索，需关注跨资产联动。
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...
【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 public consultation for Chief Executive John Lee Ka-chiu’s last policy address of his current term is under way. Will he, for example, listen to the people about w...
【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。
It's misguided to focus on China's renminbi replacing the U.S. dollar. Beijing is already successfully reducing dependence on a dollar-centric global system.
【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。
U.S. Treasury yields were little changed on Monday as investors looked to key jobs data and monitored a fragile pause in hositilies between the U.S. and Iran.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Indonesia stocks lower at close of trade; IDX Composite Index down 1.57%
【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 was mixed on Monday after renewed military strikes between the U.S. and Iran reignited concerns over crude supplies from the Middle East.
【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。
China blacklisted four of Japan's government defense research institutes and placed dozens more Japanese firms under tightened export restrictions Monday.
【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。
Car wash M&A activity picks up as asking prices moderate
【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 Trevi Finanziaria Industriale stock surging today?
【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 Exosens stock gaining today?