PGIM称30年期美债收益率的重新定价已经开始

环球市场播报07-10

PGIM的Gregory Peters表示，30年期美国国债收益率重回5%上方，正促使投资者重新思考何种水平才算具有吸引力。　　Peters预计，美国国债和30年期公司债收益率还将大幅走高，并认为，对长期国债而言，5.5%的收益率是“相当不错”的水平。　　这位PGIM Credit联席首席投资官在接受采访时表示，鉴于人工智能和超大规模云服务商相关债券发行增加，以及美国财政部发债规模上升，“这...

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Peters表示，30年期美国国债收益率重回5%上方，正促使投资者重新思考何种水平才算具有吸引力。\n　　Peters预计，美国国债和30年期公司债收益率还将大幅走高，并认为，对长期国债而言，5.5%的收益率是“相当不错”的水平。\n　　这位PGIM Credit联席首席投资官在接受采访时表示，鉴于人工智能和超大规模云服务商相关债券发行增加，以及美国财政部发债规模上升，“这...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihftwt8476291.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GQI","symbol_name":"NATIXIS GATEWAY QUALITY INCOME ETF","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihftwt8476291.shtml","article_id":"2650924975","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2650924975","pubTimestamp":1783614180,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"PGIM的Gregory Peters表示，30年期美国国债收益率重回5%上方，正促使投资者重新思考何种水平才算具有吸引力。　　Peters预计，美国国债和30年期公司债收益率还将大幅走高，并认为，对长期国债而言，5.5%的收益率是“相当不错”的水平。　　Peters表示，未来几个季度乃至几年，收益率曲线陡峭化趋势将取得进一步动能，债务增加将推高长期收益率。　　Peters最看好美国国债收益率曲线的中段和短端债券。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GQI":"NATIXIS GATEWAY QUALITY INCOME ETF","JULD":"Premium Income 10 Barrier ETF","IBTL":"iShares iBonds Dec 2031 Term Treasury ETF","ALTL":"Pacer Lunt Large Cap Alternator ETF","TRTY":"Cambria Trinity ETF","VFMO":"Vanguard U.S. Momentum Factor ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","EQL":"ALPS Equal Sector Weight ETF","ONEO":"SPDR Russell 1000 Momentum Focus ETF","SVOL":"Simplify Volatility Premium ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","FFA":"FFA股票收益基金　","HAPR":"Innovator Premium Income 9 Buffer ETF - April","FNGS":"MicroSectors FANG+ ETN","UTES":"Virtus Reaves Utilities ETF","IYY":"iShares Trust Dow Jones U.S. Ind","SPYT":"Defiance S&P 500 Target Income 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Credit联席首席投资官在接受采访时表示，鉴于人工智能和超大规模云服务商相关债券发行增加，以及美国财政部发债规模上升，“这只是开始，而不是结束”，“你会看到长端收益率面临压力”。\n　　Peters认为，这只是市场重新审视、重新定价对于长期收益率而言什么才算有吸引力的早期阶段。\n　　Peters表示，未来几个季度乃至几年，收益率曲线陡峭化趋势将取得进一步动能，债务增加将推高长期收益率。\n　　Peters是美国财政部借款咨询委员会成员之一。该委员会每季度在华盛顿开会，讨论美国财政融资需求前景。\n　　Peters最看好美国国债收益率曲线的中段和短端债券。收益率上升之际，随着这些债券期限的缩短，并成为较短期限的债券，投资者将从中得益。\n　　他说：“你不需要承担久期风险，而且处于收益率曲线中前端，与处于长端，是完全不同的处境。”\n　　在美联储6月会议召开之前，PGIM就已从预期降息转为预期今年加息三次、每次25个基点。6月会议上，主席凯文·沃什强调价格稳定的鹰派立场，令市场感到意外。\n　　目前，交易员通过OIS期货合约预计，美联储今年将累计加息约0.35个百分点，首次加息25个基点的时间点预计在10月。\n　　Peters表示：“我们距离加息已经非常近了，至于是否会从7月开始，可以讨论。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江学思","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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