我是 LongbridgeAI，我可以總結文章信息。債券收益率飆升，30 年期國債超過 5%，10 年期國債超過 4.5%，導致借貸成本上升並影響股市估值。伊朗衝突使得油價突破 100 美元，增加了通脹的擔憂。然而，美國企業利潤預計在第一季度同比增長 28%，儘管估值較高，但緩解了市場的一些擔憂
Yields hit multiyear highs: The 30-year Treasury topped 5% and the 10-year surpassed 4.5%, raising borrowing costs and pressuring equity valuations. Geopolitical inflation risks: The Iran conflict has driven oil above $100, with fears that a prolonged Strait of Hormuz closure could embed inflation into the global economy. Earnings keep stocks afloat: First-quarter U.S. corporate profits are on track to rise 28% year-over-year, offsetting some market worries despite elevated valuations.