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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 update2026-07-02 19:00ET 2026-07-02 07:00Cloud hourly refresh
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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。

An independent legal group has proposed that Beijing designate Hong Kong as the country’s “space finance capital”, positioning the city as a gateway for commercial dev...

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。

There are many disconnects in financial markets. One of them is Japan’s benchmark 10-year bond yield, which currently stands at just 2.7 per cent despite the country’s...

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。

Assets and wealth under management in Hong Kong surged to a record high last year as global investors returned to Chinese assets, underscoring the city’s edge over Swi...

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。

A large number of mainland Chinese companies hoping to list shares on the Hong Kong stock exchange are anxiously waiting for a nod from the mainland securities regulat...

05

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Hong Kong-listed shares of Chinese electric vehicle makers surged, after companies posted June vehicle data that helped to buoy investor sentiment.

06

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Blue Whale Growth Fund manager exited software stocks before many others did.

07

【市场】全球市场出现新的交易线索,需关注跨资产联动。

As much as new Fed Chair Kevin Warsh tried to refrain from steering markets, it looks like he did.

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。

An historic heat wave has driven unprecedented demand for Chinese-made air conditioners in Europe, underscoring the tough task Brussels faces in rebalancing trade with...

09

【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 Robinhood stock surging today?

10

【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。

Bayer fuels break-up talk as Roundup business put into separate unit

11

【市场】全球市场出现新的交易线索,需关注跨资产联动。

Goldman’s Garrett sees investors dialing back tech exposure into H2

12

【外汇】美元和主要货币等待利率信号,外汇市场波动可能放大。

Jefferies raises ASML, STMicro price targets on European semiconductor re-rating