债市拐点近了？关注十年国债ETF（511260）、国债ETF（511010）

Group 1 - The core viewpoint of the article indicates that the ten-year government bond ETFs (511260) and government bond ETFs (511010) experienced a certain degree of increase on July 30, signaling a slowdown in the recent downward trend [1] - The bond market is currently under pressure from market factors, with a "stock-bond seesaw" effect where stock performance is strong while the bond market is under pressure, although the macroeconomic reality still favors the bond market [3] - The nominal economic pressure primarily lies in prices, with PPI showing a cumulative year-on-year decline of 2.8% in the first half of the year, which is lower than the expected full-year central tendency of -2.2% for 2024 [4] Group 2 - The macroeconomic state is characterized by strong expectations but weak realities, suggesting that there may be significant allocation opportunities in the bond market compared to the stock market [5] - The ten-year government bond ETFs (511260) and government bond ETFs (511010) are recommended for continued investor attention due to the mismatch between strong expectations and weak realities [5]