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????: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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