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中国资产、港股、利率路径是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-06-27 15:00ET 2026-06-27 03:00Cloud hourly refresh
MarketWatch: rate pathSCMP: Hong Kong marketSCMP: Hong Kong marketSCMP: Hong Kong market
01

【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。

Kevin Warsh, the new Federal Reserve chair, is helping coax Treasury yields lower by talking tough on inflation.

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 Filipino teenager has drowned after losing his balance while walking on a bridge and falling into the sea off an outlying island in Hong Kong, the South China Mornin...

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。

In the second of a two-part series on the economy as Hong Kong marks 29 years since its return to Chinese rule, Lo Hoi Ying and Leopold Chen look at the city’s efforts...

04

【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 authorities have planned to expand a scheme allowing mainland Chinese motorists to drive into the city for leisure to all 21 Guangdong cities by the first qu...

05

【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。

Prediction markets occupy a grey area under Hong Kong’s gambling laws, with experts warning that the increasingly popular betting platforms could pose risks related to...

06

【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 Eastern Airlines to buy 25 Airbus A330neo jets for list price of $9.4 billion

07

【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。

Zhipu's GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.

08

【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。

President Donald Trump's economic advisors are giving Warsh space, as the new Fed chairman, on interest rates as the president repeats calls to cut.

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。

Kashkari said he sees a hike likely this year as the economy continues to feel the hit from spiking inflation.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

SpaceX to join Nasdaq 100 on July 7, set for billions in passive fund inflows

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Venezuela quake toll tops 900, search intensifies for hundreds trapped

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

How did the hyperscalers do in 1Q26?