FT商学院

Decoding recent moves in Treasury yields
解读近期美国国债收益率的变动

Uncertainty is high — but maybe not disastrously so
不确定性很高——但也许还未到灾难性的地步。
Even without Trump’s tariffs and fears of a slowdown, this was set to be a jittery year in Treasury markets

Good morning. The S&P 500 fell 2.2 per cent yesterday, after it was revealed US export controls would restrict Nvidia’s sales. Info tech shares fell hard, as investors priced in the possibility of new artificial intelligence restrictions; the Philadelphia Semiconductor index fell 4.1 per cent, with losses for all 30 of its constituents, led by Advanced Micro Devices (down 7.4 per cent) and ASML (down 7 per cent). Email me: aiden.reiter@ft.com.

早上好。受美国出口管制将限制英伟达(Nvidia)销售的消息影响,标普500昨日下跌2.2%。信息技术板块大幅下挫,因投资者开始计入可能出台的新人工智能限制;费城半导体指数下跌4.1%,其30只成分股全部下跌,跌幅最大的是超威半导体(Advanced Micro Devices)(下跌7.4%)和阿斯麦(ASML)(下跌7%)。欢迎通过邮箱aiden.reiter@ft.com与我联系。

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