美债殖利率飙升：10年期破5.34%，Cramer称AI巨头遮蔽压力
美国10年期公债殖利率10月5日突破5.34%，30年期接近5.7%，但美股仍创新高。CNBC名嘴Jim Cramer指出，辉达、微软、Meta三巨头合计占标普500近17%权重，正在遮蔽债息飙升的压力，股债出现罕见脱节。
Cramer表示，利率上升的压力其实已体现在指数表面之下，传统防御股和公用事业股近期疲弱就是证据。在压力缓解之前，债市可能是判断华尔街走向更好的指标。
Treasury Yields Surge Past 5.34% as AI Giants Mask the Pain, Cramer Says
The 10-year Treasury yield broke past 5.34% on October 5, with the 30-year near 5.7%, even as stocks hit records. CNBC's Jim Cramer said Nvidia, Microsoft and Meta — nearly 17% of the S&P 500 combined — are masking the pain of surging yields, creating a rare stock-bond disconnect.
Rate pressure is already visible beneath the surface in weak defensive and utility stocks, Cramer said. Until it eases, the bond market may be the better guide to Wall Street's next move.
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