摘 要观点◼42家上市银行的债券投资体量:1)债券投资总体规模:银行业整体在持仓债券方面呈现稳步扩张趋势,其中采用摊余成本法计量并预计持有至到期的债权投资类金融资产增长相对偏缓,而采用公允价值计量并计入当期损益的交易性金融资产增长较多,提示上市银行在2025年上半年期间债市震荡环境中适度提升了交易盘比重,或意图博弈波段中的价差收益以填补票息收益的下滑并增厚债券类投资的总体收益。2)不同银行类型的...
Source Link摘 要观点◼42家上市银行的债券投资体量:1)债券投资总体规模:银行业整体在持仓债券方面呈现稳步扩张趋势,其中采用摊余成本法计量并预计持有至到期的债权投资类金融资产增长相对偏缓,而采用公允价值计量并计入当期损益的交易性金融资产增长较多,提示上市银行在2025年上半年期间债市震荡环境中适度提升了交易盘比重,或意图博弈波段中的价差收益以填补票息收益的下滑并增厚债券类投资的总体收益。2)不同银行类型的...
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