債券市場已充分定價法國赤字惡化風險高盛研判法德國債利差或最終收窄

環球市場播報

2025/09/01

　　高盛分析師在報告中指出，當前債券市場已對法國財政赤字惡化風險予以充分定價。除非重新舉行選舉的風險上升，否則政府債券收益率利差或終將收窄。

　　他們表示：「我們認為風險外溢至其他主權利差市場或德國國債的空間有限——不過當前德國國債互換利差收窄的風險回報比確實偏低。」

　　據Tradeweb數據，隨着法國總理宣佈將於9月8日舉行信任投票，十年期法德國債利差上周一度擴大至80個點子上方的周期新高，隨後在當周後期收窄至80個點子下方。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：王許寧

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href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>分析師在報告中指出，當前債券市場已對法國財政赤字惡化風險予以充分定價。除非重新舉行選舉的風險上升，否則政府債券收益率利差或終將收窄。</p>\n<p>　　他們表示：「我們認為風險外溢至其他主權利差市場或德國國債的空間有限——不過當前德國國債互換利差收窄的風險回報比確實偏低。」</p>\n<p>　　據<span>Tradeweb</span><span></span>數據，隨着法國總理宣佈將於9月8日舉行信任投票，十年期法德國債利差上周一度擴大至80個點子上方的周期新高，隨後在當周後期收窄至80個點子下方。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：王許寧 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-09-01/doc-infnyqec9342135.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) 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債券市場已充分定價法國赤字惡化風險 高盛研判法德國債利差或最終收窄

熱議股票

債券市場已充分定價法國赤字惡化風險高盛研判法德國債利差或最終收窄