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中国资产、港股、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 update2026-07-07 09:00ET 2026-07-06 21:00Cloud hourly refresh
CNBC: China assetsSCMP: equitiesSCMP: Hong Kong marketInvesting: China assets
01

【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。

Chinese e-commerce giant Alibaba has put Anthropic's Claude Code on a high-risk software list.

02

【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...

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’s top International Baccalaureate (IB) scorers this year credited AI and a balanced study routine for their academic success after receiving their results on...

04

【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。

Corporate Japan’s rare-earth warnings get louder as China keeps the spigot closed

05

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Investors are looking forward to Samsung’s earnings and SK Hynix’s ADR listing, experts say.

07

【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。

This story has been made freely available as a public service to our readers. Please consider supporting SCMP’s journalism by subscribing. Hong Kong’s weather forecast...

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

CNBC's Jim Cramer said investors should use the latest market rotation as an opportunity to buy high-quality companies.

09

【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’s Northern Metropolis is positioned as the city’s next engine of growth – a long-term solution to land supply, economic transformation and cross-boundary int...

10

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Tencent unit raises $1.5 billion from Kuaishou share sale, term sheet shows

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Walmart rolls back barbecue staple prices after Trump says retailer acted at his request

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

LG Energy Solution sees 77% drop in Q2 profit on weak EV demand