????: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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