<p>标准普尔 500 ETF（SPY）和纳斯达克 100 ETF（QQQ）在周二均收跌，因为长期利率在高通胀预期下持续上升。</p>
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</ul>
<h2><strong>今日推动股市的新闻</strong></h2>
<ul>
<li>30 年期国债收益率上涨 3.1 个基点，达到 5.17%，为 2007 年 4 月以来的最高水平，而 10 年期收益率则跳升 4.2 个基点，达到 16 个月来的最高点 4.66%。降息的可能性下降也支持了收益率的上升，根据 CME FedWatch 工具，年内降息一次的概率降至 0.6%。</li>
<li>美国银行的一项调查显示，66% 的基金经理预计 30 年期收益率将在未来一年超过 6%。</li>
<li>较高的收益率通常被视为对股票的不利因素，因为投资者更可能购买债券而非股票。此外，较高的收益率导致折现率上升，从而降低未来收益的现值。</li>
<li>凯文·沃什（Kevin Warsh）将于周五宣誓就任美联储主席杰罗姆·鲍威尔（Jerome Powell）的继任者。在仪式前，特朗普总统表示他将允许沃什 “随心所欲” 地处理利率问题。</li>
<li>尽管谷歌在其 Google I/O 大会上宣布 Gemini 现已拥有 9 亿月活跃用户，Alphabet（GOOGL）仍收跌。Alphabet 还宣布了其搜索引擎的重大变更。</li>
<li>Melius Research 分析师本·瑞茨斯（Ben Reitzes）将美光科技（MU）的目标价从 700 美元上调至 1,100 美元，将 SanDisk（SNDK）的目标价从 1,500 美元上调至 2,350 美元。</li>
<li>英伟达（NVDA）将在周三市场收盘后公布其财报。Polymarket 交易员预计其盈利超出预期的概率为 97%。</li>
</ul>

美光科技

英伟达

谷歌-A

标普 500 ETF - SPDR

纳斯达克 100 平均加权指数 ETF - First Trust

2 倍做多谷歌 ETF - Direxion

纳指 100 ETF - Invesco

<p>标准普尔 500 ETF (SPY) 和纳斯达克 100 ETF (QQQ) 由于通胀担忧而下跌，长期国债收益率上升。30 年期国债收益率达到 5.17%，为 2007 年 4 月以来的最高水平。美国银行的一项调查显示，66% 的基金经理预计收益率将在明年超过 6%。较高的收益率通常会抑制股票投资。尽管谷歌宣布其 Gemini 每月用户达到 9 亿，但其股票仍然下跌。美光的目标股价大幅上调，而英伟达预计将报告强劲的收益</p>

<p>Both the S&amp;P 500 ETF (SPY) and the Nasdaq 100 ETF (QQQ) closed lower on Tuesday as long-term rates continued to rise amid elevated inflation expectations.</p>
<div class="lb-trans"><p>标准普尔 500 ETF（SPY）和纳斯达克 100 ETF（QQQ）在周二均收跌，因为长期利率在高通胀预期下持续上升。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以便做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><h2><strong>News That Moved the Stock Market Today</strong></h2>
<div class="lb-trans"><h2><strong>今日推动股市的新闻</strong></h2>
</div><ul>
<li>The 30-year Treasury yield rose 3.1 bps to 5.17%, its highest level since April 2007, while the 10-year yield jumped 4.2 bps to a 16-month high of 4.66%. Falling rate cut odds have also supported rising yields, with the odds of one rate cut by the end of the year dropping to 0.6% on the CME FedWatch tool.</li>
<li>A Bank of America survey showed that 66% of fund managers expect the 30-year yield to exceed 6% over the next year.</li>
<li>Higher yields are generally viewed as a negative for equities because investors are more likely to purchase bonds instead of stocks. In addition, higher yields lead to a higher discount rate, which reduces the present value of future earnings.</li>
<li>Kevin Warsh is set to be sworn in to succeed Fed Chair Jerome Powell on Friday. Ahead of the ceremony, President Trump said he would allow Warsh to &#34;let him do what he wants to do&#34; with interest rates.</li>
<li>Alphabet (GOOGL) closed in the red, despite the company announcing at its Google I/O conference that Gemini now has 900 million monthly users. Alphabet also announced major changes to its search engine.</li>
<li>Melius Research analyst Ben Reitzes raised his Micron (MU) price target to $1,100 from $700 and his SanDisk (SNDK) target to $2,350 from $1,500.</li>
<li>Nvidia (NVDA) is set to report its earnings after the market close on Wednesday. Polymarket traders are pricing in a 97% probability of an earnings beat.</li>
</ul>
<div class="lb-trans"><ul>
<li>30 年期国债收益率上涨 3.1 个基点，达到 5.17%，为 2007 年 4 月以来的最高水平，而 10 年期收益率则跳升 4.2 个基点，达到 16 个月来的最高点 4.66%。降息的可能性下降也支持了收益率的上升，根据 CME FedWatch 工具，年内降息一次的概率降至 0.6%。</li>
<li>美国银行的一项调查显示，66% 的基金经理预计 30 年期收益率将在未来一年超过 6%。</li>
<li>较高的收益率通常被视为对股票的不利因素，因为投资者更可能购买债券而非股票。此外，较高的收益率导致折现率上升，从而降低未来收益的现值。</li>
<li>凯文·沃什（Kevin Warsh）将于周五宣誓就任美联储主席杰罗姆·鲍威尔（Jerome Powell）的继任者。在仪式前，特朗普总统表示他将允许沃什 “随心所欲” 地处理利率问题。</li>
<li>尽管谷歌在其 Google I/O 大会上宣布 Gemini 现已拥有 9 亿月活跃用户，Alphabet（GOOGL）仍收跌。Alphabet 还宣布了其搜索引擎的重大变更。</li>
<li>Melius Research 分析师本·瑞茨斯（Ben Reitzes）将美光科技（MU）的目标价从 700 美元上调至 1,100 美元，将 SanDisk（SNDK）的目标价从 1,500 美元上调至 2,350 美元。</li>
<li>英伟达（NVDA）将在周三市场收盘后公布其财报。Polymarket 交易员预计其盈利超出预期的概率为 97%。</li>
</ul>
</div>

Stock Market Today: SPY, QQQ Retreat as Inflation Pressures Drive Bond Yields Higher

- 标普 500 ETF 和纳斯达克 100 ETF 周二均收低，因长期利率持续上升。  
- 30 年期国债收益率升至 5.17%，为 2007 年 4 月以来最高水平。  
- 66% 的基金经理预计 30 年期收益率将在明年超过 6%。

Tip Ranks

标普 500 指数

纳斯达克 100 指数

美国银行

谷歌-C

闪迪

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Sandisk - WI

NVIDIA Corporation

今日股市：由于通胀压力导致债券收益率上升，SPDR S&P 500 和 Invesco QQQ Trust 出现回落