“收益率从来不是孤岛”，其触及5%的过程比结果更重要。瑞银指出，如果由经济增长预期推动，标普500指数可能上涨至6200点；但如果由期限溢价上升所致，则股市将面临显著压力。美债收益率若升至5%，美股是否必然承压？据追风交易台消息，瑞银（UBS）最新报告指出，关键不在于美债收益率本身，而在于它如何上涨。“收益率上行的路径”是由经济增长驱动还是由风险溢价（term premium）推动，其对股市的影响...
Source Link“收益率从来不是孤岛”，其触及5%的过程比结果更重要。瑞银指出，如果由经济增长预期推动，标普500指数可能上涨至6200点；但如果由期限溢价上升所致，则股市将面临显著压力。美债收益率若升至5%，美股是否必然承压？据追风交易台消息，瑞银（UBS）最新报告指出，关键不在于美债收益率本身，而在于它如何上涨。“收益率上行的路径”是由经济增长驱动还是由风险溢价（term premium）推动，其对股市的影响...
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