“债牛”行情刹不住车！贵州茅台财务公司招聘债券交易员

Group 1 - Guizhou Moutai has begun trading bonds and is looking to hire bond traders, indicating a strategic shift towards bond investment [1][2] - The company plans to recruit two professionals, including a bond trader, with a requirement of at least five years of experience in fixed income business [2] - In the first half of 2024, Guizhou Moutai purchased bonds worth 4 billion yuan, increasing its bond asset value to 3.829 billion yuan by June 30, 2024, an increase of 8.55 times compared to the end of 2023 [2][3] Group 2 - As of the end of the second quarter, Guizhou Moutai's bond assets reached 3.829 billion yuan, but by the end of September, this figure dropped to 200 million yuan, suggesting significant selling activity [3][4] - The bond market has experienced a "crazy bull market" since December, with the yield on the ten-year government bond dropping to 1.7125% by December 16, 2023 [5] - Factors contributing to the bond market rally include a shift in monetary policy towards "moderate easing," increased fiscal deficit, and strong demand from funds and insurance companies [7]