Group 1: Market Overview - The bond market saw a slight increase in early trading on August 4, with the 30-year Treasury ETF (511090) rising by 0.27% [1] - The latest price for the 30-year Treasury futures contract (TL2509) was 119.53 yuan, up 0.44%, with a trading volume of 31,339 contracts and a total open interest of 109,347 contracts [1] - Other Treasury futures contracts also experienced minor increases, with the 10-year Treasury (T2509) up 0.10%, the 5-year Treasury (TF2509) up 0.03%, and the 2-year Treasury (TS2509) up 0.01% [1] Group 2: Monetary Policy and Economic Indicators - The People's Bank of China conducted a 7-day reverse repurchase operation of 544.8 billion yuan at a stable interest rate of 1.40% [1] - As of last Friday, the yield on the 10-year Treasury active bond (250011) decreased by 0.05 basis points to 1.705%, while the yield on the 30-year Treasury active bond (2500002) increased by 0.2 basis points to 1.916% [1] - The U.S. labor market showed signs of weakness, with only 73,000 new jobs added in July, significantly below the expected 110,000, and the unemployment rate rising to 4.2% [2] - The U.S. Bureau of Labor Statistics revised down the non-farm payroll data for May and June by a total of 258,000 jobs, indicating a prolonged weakness in the labor market [2] - Market expectations for a rate cut by the Federal Reserve in September have increased due to these labor market indicators [2] Group 3: Investment Products - The Pengyang 30-year Treasury ETF (511090) is the first ETF tracking the 30-year Treasury bond index, offering T+0 trading attributes, allowing investors to capitalize on intraday price movements [3] - This product serves as a high-elasticity cash management tool and duration adjustment tool for investors, particularly valuable during periods of significant interest rate fluctuations [3] - In a low-interest-rate environment, the ETF presents strong allocation attributes, making it a noteworthy investment opportunity [3]
美国7月非农就业数据大幅低于预期,30年国债ETF涨0.27%
Zheng Quan Zhi Xing·2025-08-04 03:19