---
title: "債券收益率飆升，美聯儲的 Warsh 面臨 6.7 萬億美元的挑戰"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286677538.md"
description: "債券收益率飆升，30 年期國債收益率超過 5%，10 年期收益率上升至 4.5% 以上，這使得股市變得謹慎。新的美聯儲主席凱文·沃什面臨一個關鍵決定，即是否在通脹擔憂中減少美聯儲的 6.7 萬億美元資產負債表。此外，地緣政治緊張局勢，特別是伊朗衝突，使得油價保持在 100 美元以上，這可能導致新的通脹 regime"
datetime: "2026-05-17T16:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286677538.md)
  - [en](https://longbridge.com/en/news/286677538.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286677538.md)
---

# 債券收益率飆升，美聯儲的 Warsh 面臨 6.7 萬億美元的挑戰

Yields hit highs: The 30-year Treasury topped 5% and 10-year yields rose above 4.5%, prompting caution in stock markets. Warsh's policy test: New Fed Chair Kevin Warsh must decide whether to shrink the Fed's $6.7 trillion balance sheet amid inflation risks. Geopolitical inflation risk: The Iran conflict and Strait of Hormuz disruptions keep oil above $100, threatening a new inflation regime.

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