高盛分析师指出，尽管美债收益率曲线超短端保持相对稳定，但随着长期国债风险溢价上升，市场对2026年降息的预期定价持续增强。这在报告中表现为“收益率曲线陡峭程度已超出基本面合理范畴”。

　　他们表示，尽管美联储未来政策组合的不确定性可能延续，但密集数据发布日程料将促使市场重心回归2025年政策预期。

　　Tradeweb数据显示，亚洲交易时段美债收益率全面上行，十年期收益率上涨2.5个基点至4.231%，三十年期收益率攀升5.7个基点至4.928%。

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责任编辑：王许宁

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