AI 债务融资警报：债券收益率飙升推高 AI 基建公司风险

债券收益率飙升、油价上涨——但投资者尚未放弃股票

Bond yields are spiking, oil is up — but investors aren’t giving up on stocks

Rising Treasury yields, geopolitical risk and fresh AI safety concerns are hitting markets, but many investors remain bu…

10年期美债收益率创19年新高：成因、跨资产传导与交易策略

The 10-year Treasury yield is at its highest in nearly two decades. How we got here

The benchmark yield has climbed to a 19-year high, fueled by sticky inflation, heavy bond issuance and an AI-fueled inve…

Baker Hughes称尽管利率上升，AI建设热潮推动LNG需求，能源项目未见放缓

Baker Hughes sees no slowdown in energy projects despite higher rates as AI buildouts stoke LNG demand

Baker Hughes has yet to see higher borrowing costs slow investment in major energy projects.

Treasury yields hitting 5% may not break markets now — but the clock is ticking

The 10-year Treasury yield has hit its highest since 2007, pushing borrowing costs deeper into territory that could expo…

AI硬件股是否将迎来"SaaSpocalypse"式崩盘？——供需错配下的风险溢价重定价分析

Is a 'SaaSpocalypse'-like sell-off coming for AI hardware stocks? Not so fast

Anthropic's safety warning is crushing data center stocks, but demand for compute still outstrips supply.