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

????:2024-12-05 22:10:15 ??:????

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

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

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

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

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

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

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

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

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

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

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