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

????: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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