【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
Many types of consumer loans like mortgages peg their interest rate to the yield on 10-year Treasury bonds, which has been moving higher.
TODAY · 12 STORIES
中国资产、利率路径、股市风险偏好、油价与通胀是当前市场主线；重点看美联储信号、收益率变化和跨资产联动。
Last update2026-07-25 04:00ET 2026-07-24 16:00Cloud hourly refresh
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
“So far, AI isn’t poised to steal portfolio managers’ jobs.”
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Moody's said AI spending is forcing even the world's most cash-rich corporations to lean heavily on debt, stock sales and off-balance-sheet moves.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
Stocks set for weekly losses amid widening Iran conflict, AI worries, and tariffs
【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。
Oil prices dropped by around 3% on Friday, but remained on track for a weekly jump of 10% as the U.S.-Iran war continued to escalate.
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
After staying flat as the U.S.-Iran war heated up again, equities tumbled on Thursday after oil prices crossed $100 per barrel.
【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。
Salary growth for Hong Kong degree graduates slowed to a five-year low in 2025, with average annual earnings rising by just 2 per cent and sitting at HK$28,000 (US$3,5...
【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。
Stock exchange operator Hong Kong Exchanges and Clearing (HKEX) will allow all listing applications to remain confidential and will reduce market-capitalisation requir...
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
There isn’t one “smoking gun” catalyst — but investors could be reacting to Chinese memory developments, Korean stock-market weakness and Intel’s inability to sustain ...
【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
Long-bond spike would crush stock gains and deepen bond-fund losses.
【宏观】美债收益率成为市场定价核心，利率预期继续牵动股债汇。
U.S. Treasury yields slid on Friday as oil prices dropped following a report that Pakistan is exploring a way to restart peace talks between the U.S. and Iran.
【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 Scribe Therapeutics stock surging today?