10年美债再破4%，全球资产如何走

Summary of Conference Call Industry or Company Involved - The discussion revolves around the macroeconomic analysis related to U.S. Treasury yields, specifically their rise to around 4% [1]. Core Points and Arguments - The analysis presented by the macro analyst indicates a significant focus on the implications of U.S. Treasury yields reaching approximately 4% [1]. Other Important but Possibly Overlooked Content - The context of the discussion suggests a broader examination of the economic environment and its potential impact on investment strategies, although specific details were not provided in the excerpt [1].