投资管理公司Payden&Rygel在报告中表示,油价上涨是上周美国国债收益率上升的原因之一。报告称,另一个原因是尽管经历一系列冲击,美国经济增长仍异常有韧性,并指出超大规模企业持续的人工智能相关资本支出。Payden&Rygel表示,2026年科技总支出有望超过8000亿美元。尽管投资者对资本支出驱动增长的可持续性表示怀疑,但Payden&Rygel称,连续三年来都听到类似担忧。
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