美债回落，标普纳指反弹失利，英伟达盘中转跌，特斯拉跌超4%，高盛绩后一度大涨6%
周一公布的美国3月零售销售环比增长0.7%，较2月上修后增速0.9%放缓，仍明显强于预期增速0.4%。评论认为数据展示了经济的韧性，刺激了市场对美联储不急于降息的预期。
零售数据公布后，上周五随着中东风险加剧而反弹的美国国债价格加速回落，收益率重回升势。基准十年期美债收益率五个月来首次升破4.60%，对利率敏感的两年期美债收益率冲向5.0%关口、逼近上周所创的近五个月来高位。此外，媒体称，上周五发布财报的摩根大通和富国银行将发行高级公司债，可能掀起华尔街大行发债潮，也助长了美债收益率升高。
美联储“三把手”、纽约联储主席威廉姆斯周一称，若通胀继续放缓，美联储今年可能开始降息。高盛一季度盈利和收入超预期两位数猛增，均支持主要美股指高开。但纳指和标普盘中先后转跌。评论认为，美债收益率回升打压美股。同时，部分科技巨头下跌也施压大盘。英伟达、微软、Meta盘中至少涨超1%后均转跌，媒体称特斯拉将全球裁员超过10%、创公司史上最高裁员比例后，特斯拉盘中跌超4%。
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