---
title: "国债收益率突破多年高位，对股票市场形成压力"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286682498.md"
description: "国债收益率飙升，30 年期收益率超过 5%，10 年期收益率超过 4.5%，这使得美国和欧洲股票投资者变得谨慎。油价上涨和地缘政治紧张局势加剧了通胀担忧，给美联储的政策带来了复杂性。此外，房利美预测抵押贷款利率将在 2027 年前保持在 6.3%，这给房地产市场带来了压力"
datetime: "2026-05-17T21:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286682498.md)
  - [en](https://longbridge.com/en/news/286682498.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286682498.md)
---

# 国债收益率突破多年高位，对股票市场形成压力

Yields hit highs: The 30-year Treasury topped 5% and the 10-year rose above 4.5%, triggering investor caution in both U.S. and European equities. Inflation fears grow: High oil prices and geopolitical risks from the Iran conflict are stoking inflation expectations, complicating the Fed’s policy path. Housing impact looms: Fannie Mae now expects mortgage rates to stay at 6.3% well into 2027, prolonging pressure on the housing market.

### 相关股票

- [FNMA.US](https://longbridge.com/zh-CN/quote/FNMA.US.md)
- [MORT.US](https://longbridge.com/zh-CN/quote/MORT.US.md)
- [IEF.US](https://longbridge.com/zh-CN/quote/IEF.US.md)
- [BIL.US](https://longbridge.com/zh-CN/quote/BIL.US.md)
- [REM.US](https://longbridge.com/zh-CN/quote/REM.US.md)
- [SMBS.US](https://longbridge.com/zh-CN/quote/SMBS.US.md)
- [AGG.US](https://longbridge.com/zh-CN/quote/AGG.US.md)
- [JMTG.US](https://longbridge.com/zh-CN/quote/JMTG.US.md)
- [SHY.US](https://longbridge.com/zh-CN/quote/SHY.US.md)
- [DABS.US](https://longbridge.com/zh-CN/quote/DABS.US.md)
- [TLT.US](https://longbridge.com/zh-CN/quote/TLT.US.md)
- [PMBS.US](https://longbridge.com/zh-CN/quote/PMBS.US.md)
- [SHV.US](https://longbridge.com/zh-CN/quote/SHV.US.md)
- [VMBS.US](https://longbridge.com/zh-CN/quote/VMBS.US.md)
- [GOVT.US](https://longbridge.com/zh-CN/quote/GOVT.US.md)
- [MBB.US](https://longbridge.com/zh-CN/quote/MBB.US.md)
- [JABS.US](https://longbridge.com/zh-CN/quote/JABS.US.md)
- [TYO.US](https://longbridge.com/zh-CN/quote/TYO.US.md)
- [TMV.US](https://longbridge.com/zh-CN/quote/TMV.US.md)
- [JMBS.US](https://longbridge.com/zh-CN/quote/JMBS.US.md)
- [JHMB.US](https://longbridge.com/zh-CN/quote/JHMB.US.md)
- [BND.US](https://longbridge.com/zh-CN/quote/BND.US.md)
- [TBT.US](https://longbridge.com/zh-CN/quote/TBT.US.md)
- [SPMB.US](https://longbridge.com/zh-CN/quote/SPMB.US.md)

## 相关资讯与研究

- [债市风暴越刮越猛！ 花旗预警：30 年期美债收益率下一关口直指 5.5%](https://longbridge.com/zh-CN/news/286913959.md)
- [国债市场——油价与通胀数据引发市场震荡，收益率飙升至2025年5月以来高点](https://longbridge.com/zh-CN/news/286566730.md)
- [通胀忧虑引爆全球债市，30 年期美债收益率冲上 5.18%，创 2007 年以来新高](https://longbridge.com/zh-CN/news/286932754.md)
- [TS Lombard 拉响警报：债券抛售潮可能才刚开始 10 年期美债收益率或升至 6%](https://longbridge.com/zh-CN/news/287136442.md)
- [伊朗战事引发市场集体焦虑！美财长发话：收益率与通胀上升是 “暂时的”](https://longbridge.com/zh-CN/news/287169465.md)