--- title: "季節性趨勢表明長期國債可能在夏季出現上漲" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286072347.md" description: "季節性趨勢表明,長期國債可能在夏季出現反彈,歷史數據表明,從現在到八月初,價格上漲和收益率下降的趨勢明顯。流動性降低、再投資流動、股票輪換以及經濟數據疲軟等因素共同促成了有利的債券市場。此外,美國與伊朗之間的緊張局勢緩解以及油價可能下跌,可能會減輕通脹擔憂,進一步提升對長期國債的需求" datetime: "2026-05-12T09:45:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286072347.md) - [en](https://longbridge.com/en/news/286072347.md) - [zh-HK](https://longbridge.com/zh-HK/news/286072347.md) --- # 季節性趨勢表明長期國債可能在夏季出現上漲 Seasonal setup: From now through early August, historical data shows a strong tendency for long-term Treasury prices to rise and yields to fall. Market drivers: Lower liquidity, reinvestment flows, equity rotation, and softer economic data often create a bullish environment for bonds in summer. Extra tailwinds: Easing U.S.-Iran tensions and potential oil price declines could ease inflation concerns, supporting long-end bond demand. ### 相關股票 - [SCHQ.US](https://longbridge.com/zh-HK/quote/SCHQ.US.md) - [EDV.US](https://longbridge.com/zh-HK/quote/EDV.US.md) - [TLT.US](https://longbridge.com/zh-HK/quote/TLT.US.md) - [SPTL.US](https://longbridge.com/zh-HK/quote/SPTL.US.md) - [IEF.US](https://longbridge.com/zh-HK/quote/IEF.US.md) ## 相關資訊與研究 - [5%“生死線” 徹底失守!通脹恐慌席捲全球債市 風險資產 “瑟瑟發抖”](https://longbridge.com/zh-HK/news/286714930.md) - [伊朗戰事引發市場集體焦慮!美財長髮話:收益率與通脹上升是 “暫時的”](https://longbridge.com/zh-HK/news/287169465.md) - [金融時報:夏季高峰將至 伊朗能源危機進入新階段](https://longbridge.com/zh-HK/news/286707630.md) - [大灣區航空 7·11 至 10·24 開辦沖繩季節性航班](https://longbridge.com/zh-HK/news/286408688.md) - [標普研究報告指京東 (9618) 業務改善勢頭或遇阻力,夏季外賣補貼戰恐再升温](https://longbridge.com/zh-HK/news/286734031.md)