【华泰证券:部分商金浮息债提供了更厚的收益补偿,更适合能够承受一定流动性约束、以持有至到期为主的配置型账户】华泰证券指出,本轮浮息债扩容由政策性银行与商业银行共同推动,兼顾发行人的负债成本管理与投资者的资产配置需求。当前政策性银行浮息债与可比固息债收益率基本持平,对潜在降息的补偿有限;部分商金浮息债提供了更厚的收益补偿,更适合能够承受一定流动性约束、以持有至到期为主的配置型账户。
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