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讯息：美债下行打破油债联动 价值股重获配置优势

2026-11-08 22:29:49来源：中财网  


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CFi.CN讯：数据显示，10月美债10年期收益率从5.31%回落至4.94%，单月下行37bp，连续四周走低；同期原油上涨但黄金大跌，COMEX黄金管理基金净多头减持约73吨。跨资产背离凸显市场主线已由通胀叙事转向增长叙事。

近期机构研报指出，AI资本开支盈利兑现存疑，引发资金增配国债对冲权益风险，无需经济衰退即可推动债市走强。研报认为，美债利率下行正强化价值类资产的相对优势——家用电器、食品饮料、银行等盈利稳定、估值低位、分红可观的板块迎来修复窗口。

研报指出，非AI方向与存量价值龙头正成为确定性首选：现金流可验证、机构持仓充分出清、安全垫更厚。在风险偏好收敛环境下，这类资产的配置性价比系统性高于高估值成长赛道。结构性修复行情中，价值主线有望持续占优。

关键词： 商业频道 快讯

责任编辑：hnmd003

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