美股两日剧震后芯片股带动反弹，去杠杆影响仍待观察
报道回顾美股11月5日大跌、11月6日由芯片股带动反弹，并称杠杆ETF抛售及资金转向美债和美元可能缓解短期抛压。中长期风险是否消退尚无定论。
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报道回顾美股11月5日大跌、11月6日由芯片股带动反弹，并称杠杆ETF抛售及资金转向美债和美元可能缓解短期抛压。中长期风险是否消退尚无定论。
美股抛售促使资金转向美国国债，10年期美债收益率周五报4.82%。交易员押注收益率下周可能降至4.7%或11月20日前后降至约4.35%。
BlockBeats援引金十称，民主党可能掌控国会引发政治僵局预期，市场下调进一步加息预期；美债上涨、收益率下行，股市走高。
Justin Sun said during an in-person conversation that the market may be overly concerned about a U.S. Treasury credit crisis, and that the United States' continued AI, technological, and military dominance will support demand for U.S. Treasuries.
Cointime summarized that U.S. stocks, bonds, and technology stocks weakened, while Brent crude broke through 110 USD; Bitcoin fluctuated around 82000 USD nearby, with nearly 80000 people liquidated.
U.S. 10-year Treasury yield fell by as much as 8.4 basis points to 5.105%，AI Declines in stocks and data-center debt risks drove safe-haven funds into Treasuries.
Wall Street investors are divided over the allocation value of U.S. Treasuries with different maturities.
The title forwarded on Telegram claims that Goldman Sachs believes rising U.S. Treasury yields strengthen the case for going long U.S. Treasuries, but it provides no specific analytical basis.
PANews' Telegram channel published a morning brief, summarizing that developments in CXMT technology, a sell-off in South Korean memory-chip stocks, gold trends, and the performance of major U.S. technology stocks have drawn attention. The original text provides no independently verifiable data or primary documents.
The Fed will enter its blackout period before the October rate-setting meeting, with traders awaiting Wosh's remarks and September CPI to assess the subsequent pace of rate hikes. The market expects October to keep rates unchanged at the end of this month, but still bets on December a rate hike of 25 basis points.
The article states September The sell-off in US Treasury bonds was driven primarily by rising real interest rates, rather than by increasing inflation expectations.
The article discusses whether U.S. Treasury yields, after rising to 5%could still rise further, and whether a market reversal may require some kind of destructive event to occur first.