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10??????????,?????????

????:2024-12-06 07:43:10 ??:????

????:???95?,92?:??????200

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??????????????????????????,????????????????????“?????”?

12?????????????5???,10?????????????????????????,10???“24???????????11”???????????0.25BP(????)??????????????1.95%?

???????12?2??????,10????????????2%?,?????????????????11?29??????,«?????????????????????????»????????????,????????,???????????????????,AAA???9BP?1.705%,???????????10???????????4BP???????1.98%,??2002???????????4??????????????????????????????????26?????

?:“‘????????????????’????????,?????????,?????????,????20BP?”?????????,?????????????,???????????????,?????,??,????????

?,?????????????2025?10????????1.6%~1.8%???????????????????????????????,2%???????,??,???????????????????,???

“??????????????”??????????

???????????????????,?????????????????????9?,?????????????????2%,????1.77%,???1.345%,????50BP?????????????40BP?

????????????“????”????????,??,????????????????????????12?????????????????,????????????????,?1?1.70%,11??1.83%~1.89%??????,12??4????????,????????????????(8.230, 0.04, 0.49%)??381??????????????????382????????????????????????,??????????????????1??????3??,???1.6%?1.63%?

??,????????????????,???????????????,????????????????????7???????,?????????????????0~1.5%???????????????

????,????10????????,?????31.2??,??????????????,??15????????????????,????????????????5?????????,??7.31????????????????,???????8.2???????????

??????,???????????,???????10%????,??????,???????10%,?????1.5%??,?????????????????30BP,????????????,??

????????????????????,??????30BP,????????????????????,??????????

????????????????,????????????????,????????????,???????????,???????,???????????????????????????,?????????????,??????????

10????

???,11????????????????,????????,10??2%,???????????????????1.8%,2025?????????????????1.6%~2%?

???????????,????????????,?,????????????,????,??????????????????????;???????,?,??,??

???????????,????,???????????,?????,??????????,???????????????

?????????,?,???;??????????2025???10??????????1.8%????,???????????2%??????????????,??????????????,?;??????????,?1~3??????60%????,??????????“?????”?????????,????

????,11????????????????PMI????????????????????????50.3%,?????,??????????,??????????????????????????????????,???????,??????????????????,??????????????

?????????????????????????????????????,11???9.5%,?????30????????????18.5%,????????????????,?????????????

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????“???????????”,????,??????????,??????????????

???????,??????????????(12?3????????)??????,?????????????????????????????

??????????,??????????????????,?A??????????,???????????????????????????????12?????????10????,???????????

???????:“???????????,????????????????3??,????????????,??????”

????????????,????????????????????,???????????????????????????????????????,???????????????????????,???????????????????,????????????

???????????????????,?????????????,??????????????3.5%??????4%?????????????,????????????????4%???,?????????????????,???????3%?????????,?????????????????????

????????????????????????????????,??????????????????,“?”???????????????,??????????,?????,??????,?12?????????????,????????????? ??????????????:??????

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