彭博9月8—10日调查122名市场参与者，77.8%认为10年期美债收益率升至5.00%—5.75%会触发标普500年内回调10%；但选择最多的是5.00%—5.25%，占29.5%，中位受访者的阈值实际落在5.25%—5.50%。因此，5%更像风险区间的入口，并非华尔街公认的机械“崩盘线”。

A股CPO概念震荡反弹，科翔股份涨超14%，帝奥微涨超12%，东田微、蘅东光、中瓷电子跟涨。

China A-share market closed marginally lower with small-cap ChiNext underperforming. Shanghai Composite -0.07%, Shenzhen Composite -0.64%, ChiNext -1.1% at the close. Turnover on Shanghai and Shenzhen totaled 1.63 trillion yuan, down 342.7 billion yuan from the prior session. More than 3,100 stocks advanced. Sector moves: lab-grown diamond names rallied — Inno Laser rose over 15%, Huanghe Xuanfeng hit the daily limit; CROs active with Nearshore Protein and Wanbang Medical hitting 20% limit up; MLCC concept stocks including Shuangxing New Materials hit limits; data security plays Bohui Technology and Yongxin Zhicheng hit 20% limit up. Other outperformers included PCB, minor metals, consumer electronics and auto OEMs. Underperformers included grain, tourism, coal, animal husbandry and defense/military sectors.