美债收益率创19年新高背后:AI正和美国政府“抢钱”,美联邦债务恐提前突破40万亿美元,资金成本飙升冲击AI硬件股

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Aug 19

全球债券市场正在经历一轮猛烈抛售。  随着中东冲突持续、油价上涨,投资者对通胀持续性的担忧升温,欧美日主要经济体长端国债收益率集体攀升。  8月18日,美国30年期国债收益率盘中一度突破5.3%,创2007年以来新高;德国、法国、日本、英国等国长期国债收益率也纷纷升至多年甚至历史高位。  全球债市抛售的背后,一场更值得关注的“吸金大战”正在展开:一边是美国政府不断扩大的财政赤字和接近40万亿美元的...

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