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

????:2024-12-05 21:38:04 ??:????

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

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

??,????????????“??????????????????”?

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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