当前收益率是获取回报并平衡投资组合的“绝佳机会”：威灵顿管理公司（PM Wellington Management）的尼克·萨穆伊尔汉表示，人工智能叙事仍然强劲，并且股票收益经历了一段非凡时期，但股票并不显得昂贵。
Current yields are a 'fantastic opportunity' to get returns and balance portfolio: PM Wellington Management's Nick Samouilhan says that the AI narrative is still strong and there's been an extraordinary period of equity returns, but equities don't look expensive.
他还表示，10年期美国国债收益率达到6%将是一个巨大的吸引力，值得考虑降低股票敞口。
He also says that 10-year treasury yields reaching 6% would be a huge attraction to consider reducing equity exposure.