A股開盤，滬指開跌0.54%，深證成指開跌0.46%，創業板指開跌0.44%，存儲芯片板塊領跌。

【期貨熱點追蹤】鋼廠利潤持續惡化，供強需弱基本面下，鐵礦石的反彈還能持續多久？點擊閱讀。

The 30-year U.S. Treasury yield moved back above 5% intraday without a corresponding jump at the short end that would signal stronger Fed rate-hike bets. Earlier the 2-year traded around 4.11%-4.13% and the 10-year around 4.46%-4.47%, leaving the short end relatively unchanged. The move resembles a re-test of long-end resistance — the 30-year hit 5.006% in early May and briefly touched 5% on July 1 — and points to persistent market concerns about long-term inflation, fiscal supply and term premium. Market impact is concentrated on long-term discount rates, mortgage rates and equity valuation anchors, not on the policy-sensitive short end.