【美债收益率持续走高 机构资产配置寻找更多支点】“债券利率上升已取代AI泡沫，成为投资者眼中的最大风险。”美银美林近期发布的全球与亚洲投资经理调查显示。近期，10年期美债收益率突破5%，30年期美债收益率升至多年高位，债市波动明显放大。与此同时，部分全球基金结束对中国股票的长期低配，跨市场配置出现新的变化。记者梳理各大投资机构观点，并采访部分机构人士发现，机构在组合构建上更加重视债券期限选择和资产配置的多元化。如何在获取收益与控制波动之间找到平衡，成为这轮资产重估的关键因素。
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