“卖出美国”交易抬头！美国30年期国债收益率突破5%，纳指期货跌1.5%，现货黄金涨0.8%

Group 1 - Moody's downgrade of the US credit rating has led to significant turmoil in the US capital markets, with a "sell America" trade gaining traction, resulting in declines across stocks, bonds, and currencies [1][11] - The US Treasury market experienced a large-scale sell-off, with the 30-year Treasury yield rising approximately 10 basis points, surpassing the psychological 5% level, the highest since mid-2007 [1] - Analysts expect the yields on 10-year and 30-year US Treasuries to rise by an additional 5-10 basis points due to the impact of Moody's downgrade [4] Group 2 - US stock futures showed cautious sentiment, with the Dow futures down nearly 0.9%, S&P 500 futures down over 1%, and Nasdaq 100 futures down about 1.5% [7] - Gold, as a safe-haven asset, saw a rebound, with spot gold prices rising above $2,440 per ounce, benefiting from the deteriorating US fiscal situation [8] - The downgrade by Moody's is expected to intensify concerns over the sustainability of US debt, prompting investors to reassess the risk premium associated with US assets [11]