市场快评：债券收益率创24年新高，欧元下滑，纳斯达克创纪录

关键论点

• 美国长端国债收益率收于逾24年最高单日收盘水平，30年期报5.66%，10年期报5.30%，2年期则接近持平。
• 美联储短期加息预期降温支撑风险偏好，推动美股上涨，纳斯达克综合指数创收盘纪录，英伟达领涨。
• 欧元在触及17个月低点后反弹，受法国主权债市场压力缓解提振，但西班牙和法国的地缘政治不确定性依然存在。
• 大宗商品走势分化：油价因地缘政治风险维持在100美元上方，黄金在4100美元附近测试关键支撑，糖价因汇率和天气因素飙升至2024年高点。

对应原文证据

1. • Currencies: USD strength eases, euro rebounds • Australia’s October Westpac Consumer Confidence survey out with a reading of 80.4, a sharp reversal lower from the 88.9 reading in September and near the low of the range since the pandemic.
2. • The US Sep. ISM Services survey was out Monday at 54.9 vs. 55.0 expected and 55.4 in August, with the Prices Paid index rising to 74.0 vs. 73.3 expected and 72.6 in August, while New Orders were 59.8 vs. 60.3 expected and 60.9 in August and the Employment index at 50.1 vs. 48.8 expected and 47.8 in August.
3. PTC surged 33.5% after Schneider Electric agreed to acquire it for about USD 22.6 billion, and Nike price targets were cut by an average of 20% across 24 analysts following its results.