美债收益率升高不改A股内在稳定性

智通财经
3 hours ago
【美债收益率升高不改A股内在稳定性】受美伊冲突升级、美债收益率持续走高等因素影响,近期国际资本市场出现明显调整。当地时间9月1日,美股三大指数承压,纳指收跌1.03%,费城半导体指数盘中一度跌逾3%;9月2日,亚洲市场同样受到影响,韩国综合指数、日经225指数分别下跌3.99%和2.85%。相比之下,A股市场展现出较强韧性。截至9月2日收盘,上证指数下跌0.97%,跌幅明显低于日韩市场。科创板、创业板虽然有所调整,但整体波动仍处于合理范围。记者采访多位市场人士了解到,美债收益率主要通过资金流动、估值调整及市场情绪影响权益资产。当前美债收益率抬升对A股实际影响有限,投资者应避免因短期扰动产生情绪性错杀。

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