Group 1 - The core viewpoint of the articles indicates a significant decline in the bond market, with various government bond futures experiencing notable drops, particularly the 30-year and 10-year contracts [1][2] - As of the afternoon close, the yields on major government bonds have risen sharply, with the 10-year government bond yield increasing by 1.15 basis points to 1.765% and the 30-year yield rising by 1.55 basis points to 2.0275% [1][2] - Analysts attribute the bond market's decline to recent volatility in the equity and commodity markets, with a notable increase in risk appetite among investors leading to a shift in capital away from bonds [3][4] Group 2 - The recent bond market adjustment has seen an overall increase in yields by approximately 15 to 20 basis points, which is less severe than previous adjustments in earlier quarters [3] - The current market sentiment is influenced by expectations of potential favorable policies before and after the National Day, as well as the upcoming "14th Five-Year Plan" [3][4] - The bond market is expected to remain volatile in the near term, with recommendations for cautious trading strategies, including buying on dips and being mindful of profit-taking opportunities [3][4]
债市又陷调整!
Guo Ji Jin Rong Bao·2025-09-05 12:17