【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.
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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 15:00ET 2026-07-22 03:00Cloud hourly refresh
【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。
Comments from JPMorgan Chase CEO Jamie Dimon contrast with investors' recent willingness to look past wars, tariffs and other shocks.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Indian pharma stocks fall after Trump outlines tariffs on generics
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear attractive.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Australia stocks higher at close of trade; S&P/ASX 200 up 0.34%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Taiwan stocks higher at close of trade; Taiwan Weighted up 4.20%
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Active stock pickers almost always lose against the broad market. They can’t beat simple math.
【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...
【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。
JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.
【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.
【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。
Why is Bandhan Bank stock crashing today?