
投资者本周纷纷寻求避险,因人工智能担忧冲击股市,推动10年期美国国债收益率跌破5%。
Investors ran for cover this week as artificial intelligence fears hit stocks, driving the 10-year Treasury below 5%.
基准收益率周五维持在5%以下,此前周四首次在一个月内跌破该关口,投资者持续对科技公司为融资建设AI网络而承担的巨额债务表示担忧。科技股下跌,在 circulación 的科技债券收益率上升,一系列AI公司的信用违约互换利差扩大。
The benchmark yield stayed below 5% on Friday, after falling beneath that level Thursday for the first time in a month as investors continued to express misgivings over the massive debt being taken on by technology companies to finance their build out of AI networks. Tech stocks sank, bond yields on outstanding tech debt rose and spreads on credit default swaps widened in a host of AI companies.
“科技股抛售引发了避险买盘,且因法国主权债市场持续疲软而加剧,”BMO信用策略团队周五在报告中表示。“有趣的是,对股市疲软的关注……掩盖了能源市场的走势,尽管WTI原油测试100美元/桶,美国国债仍然上涨。”周五,用于定价抵押贷款、汽车贷款和信用卡债务的10年期美国国债收益率上升4个基点,至4.997%。
"The selloff in tech stocks drove the flight-to-quality bid, compounded by continued weakness in the French sovereign market," BMO's credit strategy team said in a note Friday. "Interestingly, the focus on weakness in the equity market ... [has] overshadowed the move in the energy market, with Treasuries rallying despite WTI crude oil testing $100/bbl." On Friday, yields on 10-year U.S. Treasurys — used to price mortgages, auto loans and credit card debt — rose by 4 basis points to 4.997%.
更贴近短期美联储政策的2年期美国国债收益率上升5个基点,至4.692%。对地缘政治发展做出反应的长期30年期美国国债收益率上升3个基点,至5.31%。
The yield on the 2-year Treasury note, which more closely follows short-term Federal Reserve policy, increased by 5 basis points to 4.692%. Yields on longer-dated 30-year U.S. Treasurys — which react to geopolitical developments — were up 3 basis points to 5.31%.
一个基点等于0.01%,即百分之一的百分之一,收益率与价格呈反向变动。
One basis point equals 0.01%, or 1/100th of 1%, and yields and prices move inversely to one another.
随着美联储利率决议将于下周公布,交易员还将关注周五公布的S&P全球制造业和服务业闪电PMI读数,以获取美国增长和通胀的最新视角。不断上涨的能源成本继续拖累通胀前景。
With the Federal Reserve's interest rate decision due next week, traders will also look to Friday's flash S&P Global PMI readings on manufacturing and services for a fresh view on U.S. growth and inflation. Rising energy costs continue to weigh on inflation concerns.
12月交割的西德克萨斯中质原油期货周五上涨1.16%,至每桶100.61美元,而作为国际油价基准的布伦特原油上涨0.79%,至每桶114.06美元。
West Texas Intermediate futures for December delivery advanced 1.16% to $100.61 a barrel on Friday, while Brent crude, the international oil benchmark, traded 0.79% higher, at at $114.06 a barrel.
在伊朗支持的胡塞武装对沙特阿拉伯石油设施发动新一轮袭击,引发对石油供应紧张的新担忧之际,能源价格走强。本周早些时候的报道称,美国和以色列可能在11月3日的中期选举后恢复对伊朗的打击。
Firmer energy prices come as fresh attacks by Iran-backed Houthi militants against Saudi Arabian oil installations drove new fears over an oil supply squeeze. Reports earlier this week suggested that the U.S. and Israel could resume strikes against Iran following the midterm elections on Nov. 3.