1052 ET——美债收益率触及新高位，其背后信号昭然若揭：美国经济增长势头强劲，这意味着美联储或将不得不上调利率，为通胀降温。9月采购经理人指数（PMI）读数双双超出预期——制造业与服务业均表现亮眼，与此同时，经合组织（OECD）也上调了其对全球GDP增长的预测。经济扩张，并非收益率上行的唯一推手。Ninepoint的马克·维斯涅夫斯基指出，对美国政府支出规模的担忧、通胀恐慌情绪，以及人工智能超大规模企业大规模发债，皆在合力将收益率推向更高。10年期美债收益率升至5.060%，2年期升至4.868%——两者均有望以多年来的最高水平收盘。
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