纽约/伦敦，10月1日：周四，债券收益率出现下跌。此前，美国10年期国债收益率已创下自2002年以来的最高水平；同时，由于美国制造业数据表明通胀压力持续存在，股市也有所疲软。
NEW YORK/LONDON, Oct 1 : Bond yields fell on Thursday, after the benchmark 10-year Treasury yield earlier hit its highest level since 2002, while stocks also eased as US manufacturing data pointed to sustained inflation pressures.
数据显示，9月份美国的制造业活动基本保持稳定，但原材料价格因需求强劲而大幅上涨，这导致债券收益率一度创下新的高点。
Yields initially hit fresh highs after the data, which showed that US manufacturing activity was little changed in September, with prices for inputs surging amid strong demand.
投资者们正焦急地等待周五发布的美国月度就业报告，以获取更多关于经济状况的线索。
Investors also anxiously await Friday's key US monthly jobs report for more clues about the economy.
全球范围内，债券收益率一直在飙升：能源成本的上升加剧了通胀压力，而人工智能（AI）和数据中心建设的繁荣提升了人们对经济增长以及短期利率走势的预期。
Yields have been surging around the world as soaring energy costs fan inflation and as the boom in AI and data center building lifts expectations for growth and for where short-term interest rates will settle.
康涅狄格州韦斯特波特市Wealthspire Advisors公司的高级副总裁兼顾问奥利弗·珀尔什（Oliver Pursche）表示：“近期债券市场的暴跌已将国债收益率推至具有吸引力的水平。”他补充道：“我并不是说全球范围内的债券抛售已经结束，只是认为这种抛售可能已经过度了。”
The recent rout in bond prices has pushed Treasury yields to levels that are now attractive, said Oliver Pursche, senior vice president and advisor for Wealthspire Advisors in Westport, Connecticut. "I'm not suggesting the global bond selloff is over. I am suggesting it's probably overdone," he said.
法国、英国和日本的债券市场也出现了类似走势：美国10年期国债收益率从周三晚间的5.293%下跌至5.272%，跌幅为2.07个基点；该收益率此前曾升至5.34%，创下2002年4月以来的最高水平。
BOND SELLOFF IN FRANCE, BRITAIN AND JAPAN The yield on benchmark US 10-year notes was last down 2.07 basis points at 5.272 per cent, from 5.293 per cent late on Wednesday. It earlier rose to 5.34 per cent, its highest level since April 2002.
9月份，10年期国债收益率出现了本世纪以来最大的季度涨幅；这种抛售压力也波及了法国、英国和日本的债券市场。
The 10-year yield posted its biggest quarterly rise this century in the three months to September, with the selling pressure also rippling through bonds in France, Britain and Japan.
2年期国债收益率（其走势通常与市场对美联储利率的预期一致）下跌了7.28个基点，从周三晚间的4.887%降至4.814%，创下约一周以来的新低。与此同时，欧元汇率跌至17个月以来的最低点，投资者纷纷抛售欧洲资产，欧元兑美元汇率首次跌破1.13美元，昨日最低跌至1.1238美元，跌幅为0.79%。
The 2-year note yield, which typically moves in step with interest rate expectations for the Federal Reserve, fell 7.28 basis points to 4.814 per cent, from 4.887 per cent late on Wednesday. The 2-year Treasury yield hit its lowest level in about a week. Meanwhile, the euro hit its lowest point in 17 months, as investors battered European assets, with the European currency falling below $1.13 for the first time since May 2025 against the dollar. The euro was last down 0.79 per cent at $1.1238.
Tradition全球宏观顾问史蒂芬·梅杰（Steven Major）表示：“欧洲进口能源，容易受到更高利率甚至又一次欧元区金融危机的影响。如果你制作一张赢家和输家的网格图，美国的赢家行业会比欧洲多。可能的结果是欧元走弱。”
"Europe imports energy and is vulnerable to higher rates, even another eurozone financial crisis. If you made a grid of winners and losers, the US would have more sectors that win than Europe. The likely outcome is a weaker euro currency," said Steven Major, global macro advisor at Tradition.
明晟全球股票指数下跌4.47点，跌幅0.39%，报1,130.30点。泛欧STOXX 600指数下跌1.3%。
MSCI's gauge of stocks across the globe fell 4.47 points, or 0.39 per cent, to 1,130.30. The pan-European STOXX 600 index fell 1.3 per cent.
道琼斯工业平均指数下跌106.80点，跌幅0.22%，报50,791.97点；标普500指数下跌8.24点，跌幅0.12%，报7,642.38点；纳斯达克综合指数下跌40.92点，跌幅0.16%，报26,817.27点。
The Dow Jones Industrial Average fell 106.80 points, or 0.22 per cent, to 50,791.97, the S&P 500 fell 8.24 points, or 0.12 per cent, to 7,642.38 and the Nasdaq Composite fell 40.92 points, or 0.16 per cent, to 26,817.27.
美光科技（Micron Technology）股价下跌约2%，此前该公司发布了优于预期的营收预测，并报告了供应链协议下价值320亿美元的客户承诺。
Shares of Micron Technology were down about 2 per cent despite its better-than-expected revenue forecast and reporting $32 billion customer commitments under its supply agreements.
原油上涨 油价延续了近期的涨势，美国原油上涨1.52%，至每桶91.79美元；布伦特原油报每桶100.78美元，日内上涨2.81%。
OIL GAINS Oil prices extended recent gains, with US crude up 1.52 per cent at $91.79 a barrel and Brent at $100.78 per barrel, up 2.81 per cent on the day.
美国与伊朗旨在结束中东长达七个月战争的和平谈判陷入停滞，这使得原油价格持续走高。现货黄金上涨0.35%，至每盎司4,170.68美元。
Stalled peace talks between the US and Iran to end the seven-month-long war in the Middle East have kept crude prices elevated. Spot gold rose 0.35 per cent to $4,170.68 an ounce.