上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 市场风险偏好有所下降！ 北京时间2月4日凌晨，美股三大指数集体下跌，纳指跌幅超过1%。科技股全线下挫，美光科技跌超4%，英 伟达、微软跌近3%。 投机属性更强的加密货币市场也再度跳水。比特币盘中一度暴跌7%并跌破7.3万美元。截至发稿，比特币、 以太坊跌近4%，Solana跌超5%。coinglass数据显示，刚刚过去的24小时内，加密货币全网合约爆仓超7亿 美元，爆仓人数高达16.98万人。 美股大型科技股集体调整 周二，美股三大指数集体跳水，纳指盘中跌幅一度超过2%，标普500指数一度跌超1.6%，道指跌幅也一度超 过1%。截至收盘，纳指跌1.43%，标普500指数跌0.83%，道指跌0.34%。 美国大型科技股多数下跌，万得美国科技七巨头指数跌幅达1.62%。个股方面，英伟达、微软跌近3%，脸书 跌超2%，亚马逊跌近2%，谷歌跌超1%，苹果跌0.2%，特斯拉微涨0.04%。其他个股方面，美光科技跌超 4%，甲骨文、高通跌超3%。此外，软件股延续跌势，ServiceNow跌7%，Salesforce跌6.85%。 ...

Core Insights - The U.S. Treasury market is experiencing significant volatility, with the 10-year Treasury yield falling below the critical 4% level for the first time in 2025, closing at 3.976% [1] - The decline in the 10-year yield is seen as a signal of economic slowdown and increased risk aversion among investors, particularly in light of recent economic data and geopolitical tensions [1] - The Federal Reserve's intention to continue lowering interest rates to support the economy has reinforced expectations of a more accommodative monetary policy [1] Group 1 - The 10-year Treasury yield has dropped below 4%, marking a significant psychological threshold that has not been breached since April 4, when it briefly fell to 3.992% [1] - The recent economic data, including a contraction in service sector activity in New York and surrounding areas, has heightened concerns about economic slowdown [1] - The rise in long-term Treasury investments is attributed to increased risk from bank loan defaults and renewed tensions between the U.S. and China [1] Group 2 - Energy prices have decreased, contributing to a downward trend in inflation, with average gasoline prices in the U.S. falling approximately 4% over the past month [2] - The market is closely monitoring the upcoming Consumer Price Index (CPI) data, scheduled for release on October 24, which could influence the trajectory of Treasury yields [2] - The consensus among market participants is that the decline in Treasury yields is fundamentally linked to growing concerns over economic slowdown and expectations for policy easing [2]