“缺资产”压力未解。 临近2025年年末,市场再度关注银行是否会通过“卖债兑现浮盈”锁定利润、冲刺部门业绩,从而引发债市波动。多位机构分析师向记者表示,今年银行在债券操作上的诉求已明显趋于平稳,对市场实质冲击有限。背后反映出银行资产端“缺资产”压力未解、债券配置需求依然旺盛的格局。 银行卖债压力减弱,配置需求仍是主线 近期,部分市场参与者对银行年末卖债兑现浮盈可能带来的市场扰动表达担忧...
Source Link“缺资产”压力未解。 临近2025年年末,市场再度关注银行是否会通过“卖债兑现浮盈”锁定利润、冲刺部门业绩,从而引发债市波动。多位机构分析师向记者表示,今年银行在债券操作上的诉求已明显趋于平稳,对市场实质冲击有限。背后反映出银行资产端“缺资产”压力未解、债券配置需求依然旺盛的格局。 银行卖债压力减弱,配置需求仍是主线 近期,部分市场参与者对银行年末卖债兑现浮盈可能带来的市场扰动表达担忧...
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