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中国资产、港股是当前市场主线;重点看美联储信号、收益率变化和跨资产联动。

Last update2026-07-01 13:01ET 2026-07-01 01:01Cloud 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。

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。

Hong Kong is marking the 29th anniversary of its return to Chinese sovereignty this Wednesday, with businesses and authorities rolling out a range of promotions for th...

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。

A Hong Kong developer is dangling Mercedes-Benz cars to entice buyers of its high-end homes in the Southern district, riding on a resurgence in the luxury property seg...

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。

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

【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。

KOSPI slides after stellar quarter; Japan, China rise on strong PMIs

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。

Nike was expected to report another quarter of declining sales as the sneaker giant struggles to regain strength under its turnaround strategy.

07

【商品】油价变化继续影响通胀预期,能源和周期资产重新定价。

The ceasefire prompted a surge in crude shipments through the Strait of Hormuz, where traffic had largely ground to a halt during the conflict.

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。

"We've got inflation that's too high, and it's been too high for the past five years," Beth Hammack told CNBC's Sara Eisen.

09

【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。

CMA CGM nears $1.4 billion deal for FedEx logistics unit, FT reports

10

【外汇】美元和主要货币等待利率信号,外汇市场波动可能放大。

Asian airlines’ Europe windfall fades as Gulf rivals rebound

11

【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。

Cyberattacks from China-based entities are on the rise and not just targeting specific tech, analysts warn, as the U.S. AI race intensifies.

12

【亚洲】亚洲市场延续分化,资金继续权衡增长、政策和汇率压力。

Japan manufacturing sector grows for sixth straight month in June- PMI data