????:2024-12-06 06:41:21 ??:????
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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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