Group 1 - The article suggests that in the pure bond market, due to significant interest rate rebounds, it is not advisable to chase prices and recommends taking profits at suitable points [1] - It is recommended to switch to high-yield bonds such as 250215 and 25T6, while avoiding certain maturities in government bonds and policy bank bonds [1] - The current spread between 10-year government bonds 250210 and 250215 is around 1 basis point, with 250215 becoming the main bond, indicating potential for liquidity premium to increase [1] Group 2 - The article highlights that the Ping An Company Bond ETF (511030) has the best performance in terms of controlling drawdown during the recent bond market adjustment, with minimal market discount and stable net value [1] - A table is provided showing various bond ETFs, their scale, recent performance, and drawdown metrics, indicating the relative stability of the Ping An Company Bond ETF compared to others [1] - The data includes specific metrics such as scale in billions, recent weekly discount rates, and year-to-date performance, emphasizing the importance of monitoring these indicators for investment decisions [1]
机构择券思路多,平安公司债ETF(511030)助力机构投资者穿越牛熊
Sou Hu Cai Jing·2025-08-28 03:04