上周万科展期成为市场焦点,部分投资者将其类比2020年永煤违约事件,担忧债市重现当年大幅调整行情。 东方证券在最新的研报中,通过深入对比分析,得出当前情况与2020年末存在本质差异,万科展期对市场基本面预期的改变幅度有限,难以引发系统性风险传导。 东方证券认为,此次信用事件不会显著改变债市交易主线,银行、保险等配置盘加速入场的概率较低,12月债市或延续震荡偏弱格局。 永煤冲击的本质 市场总是习惯于...
Source Link上周万科展期成为市场焦点,部分投资者将其类比2020年永煤违约事件,担忧债市重现当年大幅调整行情。 东方证券在最新的研报中,通过深入对比分析,得出当前情况与2020年末存在本质差异,万科展期对市场基本面预期的改变幅度有限,难以引发系统性风险传导。 东方证券认为,此次信用事件不会显著改变债市交易主线,银行、保险等配置盘加速入场的概率较低,12月债市或延续震荡偏弱格局。 永煤冲击的本质 市场总是习惯于...
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