????: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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