Core Viewpoint - The overall sentiment towards the bond market remains oscillatory, with the central bank restarting government bond trading, setting a ceiling for yields and limiting overall volatility [1] Group 1: Market Analysis - The recommendation is to follow the trend in operations, suggesting that bonds are viewed as a hedge against stock market risks, encouraging investors to consider a balanced allocation between stocks and bonds [1] - The government bond ETF (511010) tracks the 5-year government bond index (000140), reflecting the overall performance of medium to long-term government bonds in the Chinese market [1] Group 2: Investment Recommendations - Given the weak fundamentals, there may still be some downward space for government bond yields, prompting a recommendation for investors to pay attention to the 10-year government bond ETF (511260) and the government bond ETF (511010) [1]
国债ETF(511010)连续5日迎资金净流入超1.4亿元,把握股债均衡配置机遇
Mei Ri Jing Ji Xin Wen·2025-12-03 06:27