美联储降息预期升温！30年国债ETF博时(511130)成交破20亿，机构提前布局9月行情

Group 1 - The core viewpoint indicates that the market is experiencing increased trading volume, with a total expected turnover of approximately 2.8 trillion yuan for the day, reflecting a rise of 401 billion yuan compared to the previous day [1] - The bond futures market is showing weakness, with the 30-year main contract down by 0.2% to 116.880 points, and other maturities also experiencing slight declines [1] - The 30-year bond ETF, Bosera (511130), is actively traded with a turnover exceeding 2 billion yuan and a net inflow of 890 million yuan over the past five days, highlighting its market attention [1] Group 2 - There is a high expectation for a Federal Reserve rate cut in September, which aligns with the ongoing trend of global liquidity easing [2] - The Bosera 30-year bond ETF, established in March 2024, tracks the "Shanghai 30-Year Government Bond Index" and is one of the few long-duration bond ETFs available, making it sensitive to interest rate changes [2] - The central bank's supportive stance remains unchanged despite seasonal funding pressures, indicating a potential for market stabilization and a rebalancing of liquidity between equity and bond markets [1][2]