我是 LongbridgeAI，我可以總結文章信息。貝萊德警告稱，由於供應衝擊和人工智能的變化，債券收益越來越依賴於選擇性。摩根士丹利則提醒，持續的通脹可能導致股票和債券同時下跌，從而削弱 60/40 投資組合的多樣化。目前市場波動明顯，油價超過 100 美元，30 年期國債收益率達到 2007 年以來的高點，且加密貨幣清算金額超過 9 億美元
New fixed income regime: BlackRock sees supply shocks and AI-driven changes altering bond market behavior, making outcomes more dependent on selectivity than broad exposure. Inflation threat to 60/40: Morgan Stanley warns persistent inflation could cause stocks and bonds to fall together, eroding the traditional diversification benefits of the 60/40 portfolio. Market volatility snapshot: Oil above $100, 30-year Treasury yields at 2007 highs, and crypto liquidations over $900M highlight cross-asset stress.