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 update2026-07-02 22:00ET 2026-07-02 10:00Cloud 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。

The new accounts ban bonds and international stocks, forcing parents to bet their children’s financial future entirely on U.S. equities.

06

【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。

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

07

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Barclays Lists 21 Nuclear Stocks to Watch for the AI Infrastructure Demand Surge

08

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

Stocks open higher after softer-than-anticipated June jobs report

09

【股市】美股围绕政策预期波动,科技和周期板块表现分化。

3 Top AI Stocks to Buy in July

10

【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.

11

【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。

Wall St opens higher after June jobs report eases rate-hike bets

12

【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 placed in separate business