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〈纽约汇市〉全球债券抛售推升美元 欧元承压

2026-10-02 06:39:32 网络 阅读(1)

美元周四(1日)上涨,兑欧元周四升至17个月高点,全球债券遭遇抛售,推动美国与欧洲政府公债殖利率升至新高,同时油价上涨也加剧市场对通膨的担忧。

〈纽约汇市〉全球债券抛售推升美元 欧元承压

纽约尾盘,追踪美元兑六种主要货币的美元指数(DXY)上涨0.51%,盘中一度升至2025年4月以来最高水准。

截至9月底,美元兑一篮子货币已连续第6季上涨,创下2022年以来最长连涨纪录。2022年期间,美国升息速度快于其他国家。

欧元兑美元跌破1.1215美元,为2025年5月以来首次。过去几个月美元持续走强,部分原因是美国公债殖利率出现自1994年以来最大单季升幅。

欧元兑美元下跌0.77%,至1.12433美元。欧元9月下跌近2.5%,创下2025年7月以来最大单月跌幅。

NatWest Markets G10外汇策略主管Brian Daingerfield表示,「殖利率走高是多项因素共同作用的结果,尤其是市场对财政政策的担忧,包括法国债券市场出现部分疲弱迹象,可能正蔓延至全球市场。此外,市场也持续担心能源价格与通膨走高。」

他指出,「市场预期各国央行将持续收紧政策,其中也包括联准会(Fed)。过去几天,在我们昨天公布的部分个人消费支出(PCE)数据公布后,这种预期有所回落。但整体而言,市场普遍认为联准会可能还会进一步收紧政策。」

美国10年期公债殖利率当日升至2002年以来最高水准,最新下跌5.65个基点至5.237%。

欧元兑日元与瑞郎也同步下跌,兑英镑则勉强维持正值。法国政府财政状况不稳引发市场担忧,推动法国公债殖利率飙升至14年新高。德国指标性公债也遭到抛售。

Klarity FX总监Amo Sahota表示,「几周以来,美元一直持续走强,而市场时不时就会出现一个新的叙事,为美元提供进一步上涨的动力。」

「但我认为最新的这个因素可能是最令人担忧的,也就是欧洲市场出现恐慌。法国债务实在太高,加上法国与德国之间的利差扩大,让所有人都感到不安。欧元因此大幅走弱,而且跌势再次加速。」

周三公布数据显示,美国8月通膨增幅低于预期,且7月数据遭到下修,降低了市场对联准会本月升息的预期。不过,欧元区通膨大幅上升,凸显能源价格上涨持续对全球经济构成威胁。

全球债券在9月出现多年来最大单月跌幅,推动殖利率走高,原因包括政府财政状况恶化、公债发行供给过多,以及通膨升温等多项因素。

英镑兑美元下跌0.49%,至1.32美元。英镑9月下跌2.1%,但兑欧元持稳。欧元兑英镑约报85.18便士,为6月底以来最低水准。

日元兑美元贬值0.41%,至每美元158.07日元。

澳币兑美元跌至0.69040美元,创3个月新低,此前澳洲国内通膨数据低于市场预期。

截至台湾时间周五 (2 日) 约 5:40 价格:

  • 美元指数报 102.0001。-0.0392%
  • 欧元兑美元 (EUR/USD)汇率报1欧元兑1.1245美元。+0.0267%
  • 英镑兑美元 (GBP/USD)汇率报1英镑兑1.3197美元。+0.0152%
  • 澳币兑美元 (AUD/USD)汇率报1澳币兑0.6926美元。-0.0721%
  • 美元兑加币 (USD/CAD)汇率报1美元兑1.4219加币。-0.0211%
  • 美元兑日元 (USD/JPY)汇率报1美元兑158.0500日元。-0.0190%

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油价与欧洲财政疑虑推升通膨担忧,欧元、英镑、日元同步走弱",
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    "content": "<p>美元周四(1日)上涨,兑欧元周四升至17个月高点,全球债券遭遇抛售,推动美国与欧洲政府公债殖利率升至新高,同时油价上涨也加剧市场对通膨的担忧。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6619811/l/5d7f35e0c0a809b13ae572274d53f092.jpg\" alt=\"〈纽约汇市〉全球债券抛售推升美元 欧元承压\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p><em><strong>纽约尾盘,追踪美元兑六种主要货币的美元指数(DXY)上涨0.51%,盘中一度升至2025年4月以来最高水准。</strong></em></p>\n\n<p>截至9月底,美元兑一篮子货币已连续第6季上涨,创下2022年以来最长连涨纪录。2022年期间,美国升息速度快于其他国家。</p>\n\n<p>欧元兑美元跌破1.1215美元,为2025年5月以来首次。过去几个月美元持续走强,部分原因是美国公债殖利率出现自1994年以来最大单季升幅。</p>\n\n<p>欧元兑美元下跌0.77%,至1.12433美元。欧元9月下跌近2.5%,创下2025年7月以来最大单月跌幅。</p>\n\n<p>NatWest Markets G10外汇策略主管Brian Daingerfield表示,「殖利率走高是多项因素共同作用的结果,尤其是市场对财政政策的担忧,包括法国债券市场出现部分疲弱迹象,可能正蔓延至全球市场。此外,市场也持续担心能源价格与通膨走高。」</p>\n\n<p>他指出,「市场预期各国央行将持续收紧政策,其中也包括联准会(Fed)。过去几天,在我们昨天公布的部分个人消费支出(PCE)数据公布后,这种预期有所回落。但整体而言,市场普遍认为联准会可能还会进一步收紧政策。」</p>\n\n<p>美国10年期公债殖利率当日升至2002年以来最高水准,最新下跌5.65个基点至5.237%。</p>\n\n<p>欧元兑日元与瑞郎也同步下跌,兑英镑则勉强维持正值。法国政府财政状况不稳引发市场担忧,推动法国公债殖利率飙升至14年新高。德国指标性公债也遭到抛售。</p>\n\n<p>Klarity FX总监Amo Sahota表示,「几周以来,美元一直持续走强,而市场时不时就会出现一个新的叙事,为美元提供进一步上涨的动力。」</p>\n\n<p>「但我认为最新的这个因素可能是最令人担忧的,也就是欧洲市场出现恐慌。法国债务实在太高,加上法国与德国之间的利差扩大,让所有人都感到不安。欧元因此大幅走弱,而且跌势再次加速。」</p>\n\n<p>周三公布数据显示,美国8月通膨增幅低于预期,且7月数据遭到下修,降低了市场对联准会本月升息的预期。不过,欧元区通膨大幅上升,凸显能源价格上涨持续对全球经济构成威胁。</p>\n\n<p>全球债券在9月出现多年来最大单月跌幅,推动殖利率走高,原因包括政府财政状况恶化、公债发行供给过多,以及通膨升温等多项因素。</p>\n\n<p>英镑兑美元下跌0.49%,至1.32美元。英镑9月下跌2.1%,但兑欧元持稳。欧元兑英镑约报85.18便士,为6月底以来最低水准。</p>\n\n<p>日元兑美元贬值0.41%,至每美元158.07日元。</p>\n\n<p>澳币兑美元跌至0.69040美元,创3个月新低,此前澳洲国内通膨数据低于市场预期。</p>\n\n<p><strong><em>截至台湾时间周五 (2 日) 约 5:40 价格:</em></strong></p>\n\n<ul>\n<li><a href=\"https://invest.cnyes.com/index/GI/DXY\">美元指数</a>报 102.0001。-0.0392%</li>\n<li><a href=\"https://invest.cnyes.com/forex/detail/eurusd\">欧元</a>兑美元 (EUR/USD)汇率报1<a href=\"https://invest.cnyes.com/forex/detail/eurusd\">欧元</a>兑1.1245美元。+0.0267%</li>\n<li><a href=\"https://invest.cnyes.com/forex/detail/gbpusd\">英镑</a>兑美元 (GBP/USD)汇率报1<a href=\"https://invest.cnyes.com/forex/detail/gbpusd\">英镑</a>兑1.3197美元。+0.0152%</li>\n<li><a href=\"https://invest.cnyes.com/forex/detail/audusd\">澳币</a>兑美元 (AUD/USD)汇率报1<a href=\"https://invest.cnyes.com/forex/detail/audusd\">澳币</a>兑0.6926美元。-0.0721%</li>\n<li>美元兑<a href=\"https://invest.cnyes.com/forex/detail/cadusd\">加币</a> (USD/CAD)汇率报1美元兑1.4219<a href=\"https://invest.cnyes.com/forex/detail/cadusd\">加币</a>。-0.0211%</li>\n<li>美元兑<a href=\"https://invest.cnyes.com/forex/detail/jpyusd\">日元</a> (USD/JPY)汇率报1美元兑158.0500<a href=\"https://invest.cnyes.com/forex/detail/jpyusd\">日元</a>。-0.0190%</li>\n</ul><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-13541.html\" title=\"几小时工作3分钟搞定 Grok Bot被封「下一个ChatGPT时刻」\">几小时工作3分钟搞定 Grok Bot被封「下一个ChatGPT时刻」</a></li>\n    <li><a href=\"/new/mg/article-10720.html\" title=\"摩根大通上调标普500目标至8000点!AI投资报酬浮现、获利成长成多头新引擎\">摩根大通上调标普500目标至8000点!AI投资报酬浮现、获利成长成多头新引擎</a></li>\n    <li><a href=\"/new/mg/article-7714.html\" title=\"戴蒙喊别买股票也别买长债!投资人早已转抱这类资产\">戴蒙喊别买股票也别买长债!投资人早已转抱这类资产</a></li>\n    <li><a href=\"/new/mg/article-422.html\" title=\"单一企业市值超越德国GDP 辉达凭什么能富可敌国?\">单一企业市值超越德国GDP 辉达凭什么能富可敌国?</a></li>\n    <li><a href=\"/new/mg/article-343.html\" title=\"美股重点新闻摘要2026年5月22日\">美股重点新闻摘要2026年5月22日</a></li>\n    <li><a href=\"/new/mg/article-15484.html\" title=\"债市抛售风暴蔓延 华尔街警告:10年期殖利率若达5% 美股将面临10%修正风险\">债市抛售风暴蔓延 华尔街警告:10年期殖利率若达5% 美股将面临10%修正风险</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-10-01T21:40:47.000Z",
    "updatedAt": "2026-10-01T22:39:32.000Z"
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