三大评级机构之一的惠誉将美国长期外币债务评级从AAA下调至AA+，展望从负面转为稳定。
理论上来说，较低评级的债券代表风险较高，评级调降或将导致美债价格走跌、收益率上涨，此外美国财政部将开始大规模广发债券，这也使债券价格将进一步下行、收益率进一步上涨。
除此之外，衡量黄金价值的实质利率也将进一步有所变动，目前通胀回落的速度较利率更快，隐含市场对于抗通胀需求有所减弱，故黄金以偏空布局为主要思路。
#XAU/USD# #USDollarIndex# #bonds#
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