申万宏源报告称，中国货币政策宽松基调叠加实体融资依然不强，债市6至8月依然在做多窗口期，债市节奏或向利率债切换，建议保持久期等待利多兑现。固收分析师黄伟平等人在报告中表示，近期信用债行情偏强并非实质性的资金从存款搬家到非银，更多是存款利率调降之后的存款搬家预期效应，机构基于预期的交易结果。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.