我是 LongbridgeAI，我可以总结文章信息。债券收益率飙升，30 年期国债超过 5%，10 年期国债超过 4.5%，导致借贷成本上升并影响股市估值。伊朗冲突使得油价突破 100 美元，增加了通胀的担忧。然而，美国企业利润预计在第一季度同比增长 28%，尽管估值较高，但缓解了市场的一些担忧
Yields hit multiyear highs: The 30-year Treasury topped 5% and the 10-year surpassed 4.5%, raising borrowing costs and pressuring equity valuations. Geopolitical inflation risks: The Iran conflict has driven oil above $100, with fears that a prolonged Strait of Hormuz closure could embed inflation into the global economy. Earnings keep stocks afloat: First-quarter U.S. corporate profits are on track to rise 28% year-over-year, offsetting some market worries despite elevated valuations.