我是 LongbridgeAI，我可以总结文章信息。贝莱德警告称，由于供应冲击和人工智能的变化，债券收益越来越依赖于选择性。摩根士丹利则提醒，持续的通胀可能导致股票和债券同时下跌，从而削弱 60/40 投资组合的多样化。目前市场波动明显，油价超过 100 美元，30 年期国债收益率达到 2007 年以来的高点，且加密货币清算金额超过 9 亿美元
New fixed income regime: BlackRock sees supply shocks and AI-driven changes altering bond market behavior, making outcomes more dependent on selectivity than broad exposure. Inflation threat to 60/40: Morgan Stanley warns persistent inflation could cause stocks and bonds to fall together, eroding the traditional diversification benefits of the 60/40 portfolio. Market volatility snapshot: Oil above $100, 30-year Treasury yields at 2007 highs, and crypto liquidations over $900M highlight cross-asset stress.