--- title: "债券收益率的飙升以及伊朗冲突加剧了市场对通胀的担忧" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286684191.md" description: "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" datetime: "2026-05-17T22:25:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286684191.md) - [en](https://longbridge.com/en/news/286684191.md) - [zh-HK](https://longbridge.com/zh-HK/news/286684191.md) --- # 债券收益率的飙升以及伊朗冲突加剧了市场对通胀的担忧 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. ### 相关股票 - [OXY.US](https://longbridge.com/zh-CN/quote/OXY.US.md) - [AGG.US](https://longbridge.com/zh-CN/quote/AGG.US.md) - [UTHY.US](https://longbridge.com/zh-CN/quote/UTHY.US.md) - [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md) - [SHV.US](https://longbridge.com/zh-CN/quote/SHV.US.md) - [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md) - [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md) - [TLT.US](https://longbridge.com/zh-CN/quote/TLT.US.md) - [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md) - [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md) - [IXC.US](https://longbridge.com/zh-CN/quote/IXC.US.md) - [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [BIL.US](https://longbridge.com/zh-CN/quote/BIL.US.md) - [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md) - [GOVT.US](https://longbridge.com/zh-CN/quote/GOVT.US.md) - [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md) - [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md) - [SHY.US](https://longbridge.com/zh-CN/quote/SHY.US.md) - [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md) - [IEF.US](https://longbridge.com/zh-CN/quote/IEF.US.md) - [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md) - [BND.US](https://longbridge.com/zh-CN/quote/BND.US.md) ## 相关资讯与研究 - [伊朗战事重塑预期,华尔街百元油价已成共识!但 “需求破坏” 与 “库存告急” 拉扯出天花板悬念](https://longbridge.com/zh-CN/news/287181161.md) - [市场只是在捕风捉影?多数经济学家料美联储年内不降息 债市加息定价纯属过度反应](https://longbridge.com/zh-CN/news/286924964.md) - [刚刚,直线跳水!伊朗发出警告!](https://longbridge.com/zh-CN/news/287047096.md) - [霍尔木兹海峡,突传大消息!油价跳水!](https://longbridge.com/zh-CN/news/287088870.md) - [特朗普称美伊谈判已进入 “最后阶段” 国际油价大幅下跌](https://longbridge.com/zh-CN/news/287126672.md)