桥水联席CIO对债券市场持谨慎态度担忧财政和通胀风险"/> <meta property="og:contentid" content="comos:nhismhp8678223"/> <meta property="og:url" content="https://finance.sina.cn/usstock/mggd/2026-01-27/detail-inhismhp8678223.d.html"/> <meta property="og:time" content="2026-01-27 01:55:36"/> <meta property="og:published_time" content="2026-01-27 01:55:36"/> <meta property="og:updated_time" content="2026-01-27 01:55:36"/> <meta property="og:author" content="环球市场播报"/> <meta property="og:site_name" content="手机新浪网"/> <meta property="og:locale" content="zh_CN"/> <meta property="article:modified_time" content="2026-01-27 01:55:36"/> <meta property="article:published_time" content="2026-01-27 01:55:36"/> <meta property="og:description" content="对冲基金桥水表示，考虑到政府加大公共支出带来的风险以及人工智能给通胀的影响，该机构更看好股票而非债券。桥水几位联席首席投资官（CIO）警告称，政府当局为了给“国防和基础设施”筹集资金而增加主权债券销售，可能会挑战市场对债券的容纳上限。 “这取决于买家持债意愿"/> <meta property="og:image" content="//n.sinaimg.cn/default/2fb77759/20151125/320X320.png"/> <meta property="og:category" content="财经"/> <meta property="article:section" content="财经"/> <meta property="article_tags" content="债券"/> <meta property="article_tags" content="桥水"/> <meta property="article_tags" content="通胀"/> <meta property="article_tags" content="桥水联席cio"/> <meta property="article_tags" content="CIO"/>  <link rel="canonical" href="https://finance.sina.cn/usstock/mggd/2026-01-27/detail-inhismhp8678223.d.html?vt=4"/><meta name="publishid" content="nhismhp8678223, 人工智能相关基金, 前海开源人工智能主题混合, 债券市场, 华宝量化对冲混合C, deepseek相关基金, 中央银行, 对冲基金, 对冲, 通胀, 桥水, 风险, 联席, 债券, 早苗, 收益率, 暴跌