超长债疯狂,谁在买、谁在卖?

第一财经
Apr 15

内部基本面+资金面主导。   最新披露的经济和金融数据似乎又给走强的中国债市注入了新的强心剂。   本周以来,国债利率延续上周以来的下行趋势,30年期国债的表现在宽流动性、特别国债供给预期变化中更加疯狂。4月15日,10年期和30年期国债收益率分别下行至1.774%、2.277%,基本回到美以袭击伊朗之前水平。   机构普遍认为,中东局势变化带来的输入性通胀担忧对国内债市的干扰已明显缓解,做多力量...

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