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 03:01ET 2026-06-28 15:01Cloud hourly refresh
SCMP: Hong Kong marketCNBC: China assetsSCMP: equitiesSCMP: 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。

Hong Kong is uniquely positioned to add value to Beijing’s “China Opportunity 2.0” narrative, serving as a bridge and catalyst for the global expansion of mainland Chi...

02

【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.

03

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong school pupils as young as seven are being referred for addiction counselling for online gaming, with requests for help involving increasingly younger childre...

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 boy band Mirror member Stanley Yau Sze-chun recently lost his iPhone in the city and was surprised to discover it had surfaced at a market in neighbouring Sh...

05

【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 Federal Reserve Has New Rules for Stablecoins. Circle Could Be The Biggest Winner

06

【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。

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Goldman Sachs Says These 2 Software Stocks Could Surge at Least 60% From Current Levels

08

【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。

ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.23%

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Deutsche Bank Names Top Healthcare Stocks Led by DexCom and Insulet

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Williams Cos. nears $5.5 billion Momentum Midstream deal

12

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Putin says fuel shortages hit Russian regions after drone strikes