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中信证券:预计后续债市定价呈现以我为主的特点
Xin Lang Cai Jing·2025-09-02 01:11

Group 1 - The report from CITIC Securities indicates that the recent performance of domestic stock and bond markets shows signs of a diminishing seesaw effect, suggesting that the risk appetite's suppressive impact on the bond market is weakening [1] - It further states that the continuation of equity market trends requires a supportive liquidity environment, indicating that the performance of the bond market is not necessarily in opposition to equities [1] - The expectation is that the future pricing of the bond market will reflect a dominant self-referential characteristic, comprehensively reflecting the pricing of the funding environment and fundamentals [1]