中邮证券发布研报认为,二季度支撑期限溢价维持高位的通胀预期和风险偏好因素,到三季度已有明显松动,降息预期也可能回归,期限溢价压缩将逐步成为可能。不过,当前30年期国债期货的多空拉锯或刚刚开始,8月以后随着政府债发行压力逐步落地,市场交易格局可能进一步清晰。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.