凯投宏观：美债抛售或因利率预期变化

链捕手09-28 21:42

ChainCatcher 消息，凯投宏观认为美债遭抛售主要源于市场对近期利率预期的变化。经济学家 James Reilly 指出，10 年期美债收益率接近 2007 年高点，反映油价上涨和美国经济强劲，而非 AI 发债或财政担忧驱动。Reilly 预计 10 年期美债收益率将在 2027 年底前降至 4.25%。

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