Group 1 - The core viewpoint of the news highlights the collective decline in government bond futures, with the 30-year main contract dropping by 0.28% and the 10-year main contract down by 0.12% [1] - The liquidity situation shows that the 30-year government bond ETF (511130) had a turnover rate of 20.89% and a transaction volume of 1.344 billion [1] - The Federal Reserve maintained interest rates during the May meeting, with Chairman Powell expressing no urgency to cut rates due to concerns over tariffs impacting inflation and unemployment [3] Group 2 - The recent easing of external pressures and the central bank's decision to maintain a loose monetary policy are expected to support the bond market, despite ongoing domestic consumption and real estate issues [6] - The 30-year government bond yield is projected to have a pessimistic upper limit around 1.92-1.95%, with a more optimistic scenario placing it at 1.89% [7] - The 30-year government bond ETF (511130) opened lower but showed resilience as risk appetite strengthened, with the yield approaching the predicted upper limit [7]
国债期货集体低开，债市趋势未变，机构建议维持择机买入思路
Sou Hu Cai Jing·2025-05-13 03:37