一步之遥了_老虎社区_美港股上老虎

一步之遥了

老猫打个新
09-10 21:32

美国10年期国债收益率已升至约4.914，接近一年高位，较8月下旬约4.64%累计抬升二十余个基点，同比去年同期约4.05%高出近80个基点。

债市在给更持久的赤字、关税与AI资本开支定价，而不是给一轮快速降息定价：长端利率向上，成长股和长久期资产的折现压力会再紧一档，金融条件并未因股市分化而放松。

变盘信号只有两个：10年期重新稳稳跌回4.7%以下，或非农/通胀把“高利率更久”证伪。

$英伟达(NVDA)$ $特斯拉(TSLA)$ SK海力士(000660)

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