國際能源署署長比羅爾：一旦伊朗戰爭結束，供應將逐步恢復，這將導致市場波動。

A Wall Street debate is emerging over whether 30-year US Treasury yields can sustain a move above 5%. The yield briefly exceeded that level this week, hovering near a two-decade high. The rise reflects inflation fears tied to oil-price shocks from the US-Iran conflict, alongside resilient growth, large budget deficits, and heavy bond issuance as debt exceeds 100% of GDP. Despite political pressure for rate cuts, markets expect tighter policy ahead. Higher yields would lift borrowing costs across credit cards, mortgages, and business loans, marking a shift away from the low-rate era since the global financial crisis. Analysts note 5% as a psychological threshold reviving concerns over rising interest rates.

【期貨熱點追蹤】多晶硅期貨漲超5%，情緒共振疊加成本託底，機構分析表示，市場目前處於成本託底與高庫壓制的夾擊之中，短期以區間震盪與局部反彈修復爲主。