????:2024-12-06 06:53:16 ??:????
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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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