?? > ???? > ??

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

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

????:???????????:?????????

???????????:?????????

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

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%,?,????????

?????????????

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

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

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

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

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

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

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

????

  • ????
  • ????