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 update2026-07-09 05:00ET 2026-07-08 17:00Cloud hourly refresh
SCMP: Hong Kong marketSCMP: China assetsCNBC: rate pathSCMP: Hong Kong market
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 stocks closed on a sharp high on Wednesday, led by technology shares, as concerns over a wave of post-IPO lock-up expiries eased after newly unlocked shares ...

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。

Chinese investors pulled a record US$2.91 billion out of domestic gold exchange-traded funds (ETFs) in June, taking profits as a stock-market surge and a strong yuan d...

03

【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 on Wednesday released minutes from its June 16-17 meeting.

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 welcomed 13 per cent more visitors in the first half of the year compared with the same period in 2025, as it hosted more mega-events and the Airport Authori...

05

【市场】全球市场出现新的交易线索,需关注跨资产联动。

The investor believes regulators will eventually crack down on prediction markets after competition from the upstarts pressured the stocks of sportsbooks.

06

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues    TechStock²

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

U.S. stocks mixed at close of trade; Dow Jones Industrial Average down 1.09%

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Canada stocks lower at close of trade; S&P/TSX Composite down 0.95%

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering.

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

MDA Space stock falls on $712M share offering for acquisition

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

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