债市调整后或是更好配置机会，30年国债ETF(511090)最新资金净流入8.49亿元

Core Viewpoint - The 30-year government bond ETF (511090) has seen significant trading activity and liquidity, with a recent price adjustment to 124.5 yuan and a turnover rate of 24.52% [1] Group 1: Market Activity - The 30-year government bond ETF recorded a trading volume of 41.31 billion yuan, indicating active market participation [1] - The average daily trading volume over the past week was 69.27 billion yuan, reflecting strong investor interest [1] Group 2: Fund Size and Inflows - The latest size of the 30-year government bond ETF reached 168.46 billion yuan, showcasing its substantial market presence [1] - Recent data indicates a net inflow of 8.49 billion yuan into the ETF, suggesting positive investor sentiment [1] Group 3: Market Analysis - Huaxi Securities noted that after recent adjustments, the yields on 10-year and 30-year government bonds have returned to relatively high levels of 1.65% and 1.85%, respectively, making the market more sensitive to positive news and less reactive to negative news [1] - The upcoming mid-July period is highlighted as a critical observation point for the central bank's stance on liquidity, which could influence the bond market's recovery [1] - Guosheng Securities emphasized that the current stock market rally relies on a low-interest-rate environment, and the bond market's adjustment space is limited, presenting better allocation opportunities post-adjustment [1]