????:2024-12-06 11:22:31 ??:????
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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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