Core Insights - The 30-year Treasury ETF (511090) has seen a slight increase of 0.06%, with the latest price at 123.52 yuan, indicating active market trading [1] - The ETF has a recent trading volume of 75.70 billion yuan, with a turnover rate of 33.88%, reflecting strong liquidity [1] - The total size of the 30-year Treasury ETF has reached 222.96 billion yuan, with a net inflow of 1.17 billion yuan recently [1] - Over the past 10 trading days, there have been 8 days of net inflows totaling 25.27 billion yuan, suggesting a positive trend in investor interest [1] Market Analysis - According to the chief fixed income analyst at招商证券, the current bond market adjustment reflects two key characteristics: a rise in risk appetite due to stock market gains, which puts pressure on the bond market, particularly long-term bonds, and historically low credit spreads, making the bond market structurally fragile and sensitive to negative factors [1] - In the short term, a defensive strategy is recommended, while opportunities for allocation in long-term bonds should be considered during adjustments, avoiding chasing prices and controlling duration appropriately [1]
30年国债ETF(511090)红盘蓄势，最新资金净流入1.17亿元
Sou Hu Cai Jing·2025-08-07 07:16