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GT可乐
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美股三大指数周四集体收跌,道指重挫703点报52759点,标普500跌0.87%。此前美国财政部宣布扩大长债回购规模曾短暂压低收益率,但财长贝森特随后表示回购上限可能超过40亿美元,且收益率"并未反映基本面",30年期美债收益率再度回升至5.25%上方,引发借贷成本担忧并拖累银行股全线走低。大型科技股普遍承压,沃尔玛因Q3指引大幅不及预期跌约9%。
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风险偏好降温,短期关注美债市场走向。
仅供信息参考,不构成投资建议。
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