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 update2026-06-30 06:01ET 2026-06-29 18:01Cloud hourly refresh
SCMP: equitiesSCMP: Hong Kong marketCNBC: China assetsSCMP: equities
01

【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...

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。

Two People’s Liberation Army (PLA) naval vessels are set to visit Hong Kong for a five-day port call from July 2, during which residents will be able to board them and...

03

【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.

04

【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...

05

【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...

06

【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。

Strategy disclosed a program to sell bitcoin “from time to time” to fund its U.S. dollar reserve and share repurchases.

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Many portfolio experts are wrong about what drives value outperformance. This single metric explains why.

08

【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 ruling by the Supreme Court means that Lisa Cook will remain as a Federal Reserve governor as her lawsuit challenging Trump's effort to fire her proceeds.

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Mexico stocks higher at close of trade; S&P/BMV IPC up 0.62%

10

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Russia stocks higher at close of trade; MOEX Russia Index up 2.90%

11

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

SeeQC stock files for IPO to advance quantum computing chips

12

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Forgent Power Solutions stock falls on public offering news