bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30Y Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.

30 年期债券收益提高，投资长期债券是否能够冲抵通胀以及美元持续疲软？

还是抓住 AI 热浪来袭的时机进一步改善资产配置结构？