【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。
New Fed Chairman Kevin Warsh probably needs to hike soon to reassure the long end of the Treasury curve, says Bank of America strategist Michael Hartnett.
TODAY · 12 STORIES
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 update2026-07-24 22:00ET 2026-07-24 10:00Cloud hourly refresh
【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。
Investors are increasingly readying for the Federal Reserve to hike interest rates in September.
【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。
Bond prices will dive as structural inflation builds, says hedge fund manager
【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 climbed on Wednesday, following oil prices higher, as traders also reacted to a slump in weekly claims for unemployment insurance.
【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。
This is the first rise in core inflation since March, and was in line with the1.6% growth expected by economists polled by Reuters.
【市场】全球市场出现新的交易线索，需关注跨资产联动。
Gold prices today, Thursday, July 23, 2026: Gold price opens below $4,100 as inflation worries clash with safe-haven demand
【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。
Goldman lifts data center capacity outlook, flags utility stocks set to benefit
【股市】美股围绕政策预期波动，科技和周期板块表现分化。
BTIG Picks Top Real Estate Stocks for H2 2026
【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 SS&C Technologies stock surging today?
【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 Digital Realty Trust stock surging today?