【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...
TODAY · 12 STORIES
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 update2026-06-29 12:01ET 2026-06-29 00:01Cloud hourly refresh
【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。
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...
【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...
【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。
The public consultation for Chief Executive John Lee Ka-chiu’s last policy address of his current term is under way. Will he, for example, listen to the people about w...
【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.
【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 central bank sets overnight reverse repo rate at 1.25%- Reuters
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Asia stocks mixed amid AI valuation worries, US-Iran tensions
【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 blacklisted four of Japan's government defense research institutes and placed dozens more Japanese firms under tightened export restrictions Monday.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Rising Europe temperatures an opportunity for U.S. HVAC stocks, Citi says
【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 adds 20 Japanese entities to export control list over military ties
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Oil prices rose Sunday and U.S. stock-index futures advanced, after the U.S. and Iran reportedly agreed to halt attacks after repeatedly exchanging fire in the Persian...
【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。
Oil edged higher on Monday after renewed military strikes between the U.S. and Iran reignited concerns over crude supplies from the Middle East.