美债收益率飚高,美股还能狂欢多久?

华尔街见闻
18 Nov 2024

自美国大选日以来,标普500指数已上涨约300点,过去一年累计涨幅超过30%。然而,随着2025年临近,美股的狂欢还能继续吗? 美银美林在11月15日的研报中指出,尽管目前美股并未出现熊市迹象,但那些可能改变局势的信号依然值得探讨——比如飙升的美债收益率。 通常,美国10年期国债收益率升至5%时,投资者倾向于将资金从股票转向债券。当前,美国10年期国债收益率已比9月中旬上升了80个基点,且有望冲击...

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