---
title: "債券收益率的飆升以及伊朗衝突加劇了市場對通脹的擔憂"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286684191.md"
description: "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"
datetime: "2026-05-17T22:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286684191.md)
  - [en](https://longbridge.com/en/news/286684191.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286684191.md)
---

# 債券收益率的飆升以及伊朗衝突加劇了市場對通脹的擔憂

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.

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## 相關資訊與研究

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