【美债收益率“破5”考验企业盈利成色,小摩却不为所动:股票仍将是投资组合增长引擎】智通财经APP获悉,近日,美国长端国债再度遭遇抛售,10年期美债收益率突破5%,为2007年以来最高水平。作为全球风险资产定价的重要锚点,这一变化正在重新定义股票与债券的相对吸引力。不过,摩根大通策略师格蕾丝·彼得斯(Grace
Peters)表示,即使债券收益率上升正在抬高盈利增长门槛,股票仍有望继续攀升。
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