2025联系人:谭逸鸣、刘雪摘 要本周聚焦:震荡市,信用表现如何?科创债ETF上市首周,相关成分券“超涨”了多少?如何看待后续成分券及非成分券的参与?后续信用参与的节奏、品种如何考虑?一、哪些信用品种“下得多”?本周债市维持震荡,利率债收益率多数下行,央行呵护之下短端表现相对强势,调整压力则主要集中于长端与超长端,尤其是30年国债品种。回调后的信用配置价值再度有所显现,叠加科创债ETF上市后规模...
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