Group 1 - The current 30-year government bond yield is around 2.05%, with a potential space of about 5 basis points for a small position in a rebound, focusing on central bank support [1] - For long-end trading, attention should be on bonds like 25T5 and 230023, with a preference for 4-5 year government bonds and avoiding 6Y and 8-9Y government development bonds [1] - The 10-year government bond spread is currently around 3 basis points, indicating a need for a bond switch as the excess value of new 10-year bonds is not strong [1] Group 2 - The Ping An Company Bond ETF (511030) has the best performance in terms of drawdown control during the recent bond market adjustment, with a net value stability and controlled drawdown [2] - The table provided shows various ETFs with their respective performance metrics, highlighting the Ping An ETF's 23.55% return over the past week and a 3.89% return over the past year [2] - Other ETFs listed show varying performance, with some experiencing significant drawdowns, indicating a diverse range of investment outcomes in the bond market [2]
机构择券思路多，平安公司债ETF（511030）回撤控制排名第一，净值相对稳健且回撤可控
Sou Hu Cai Jing·2025-08-19 02:10