债市继续进攻，平安公司债ETF（511030）近一周场内成交贴水最少

Core Viewpoint - The current market sentiment is optimistic towards the bond market while being cautious about the stock market, indicating a potential shift in investment strategies [1] Bond Market Analysis - The bond market is expected to become increasingly optimistic, with a forecast for the 10-year government bond yield to range between 1.6% and 1.8% in the second half of the year [1] - Factors contributing to this outlook include continuous monetary easing by the central bank, the adjusted bond's value for bank proprietary trading, and rising economic downward pressure [1] - The recommendation is to cherish yields above 2% for 5-year capital bonds and 30-year government bonds, as there is a possibility of a significant reallocation of funds back into the bond market if the stock market experiences a major correction [1] Stock Market Insights - The stock market has entered a phase of high volatility, with the overall A-share profit growth rate showing a decline compared to the first quarter [1] - The Shanghai Composite Index has reached a ten-year high, indicating a critical week ahead for the stock market [1] ETF Performance - The Ping An Company Bond ETF (511030) has shown the best performance in terms of controlling drawdown during the recent bond market adjustment, with minimal trading discounts and stable net value [1] - A detailed table of various ETFs is provided, showcasing their scale, recent performance metrics, and drawdown statistics, indicating a focus on managing risk in the current market environment [1]