债券市场研判：利好支撑中期向好，超跌反弹机遇现

Group 1 - The core viewpoint of the bond market is positive support, with a favorable medium-term outlook despite some market pullback today [1] - Demand-side support is influenced by various factors, including a mismatch in supply and demand, with the PPI remaining in negative territory for over thirty months [1] - Recent policies reflect a shift in focus from quantity to price, emphasizing the need for both supply-side reforms and demand-side stimulus, particularly in interest rates [1] Group 2 - There is a significant opportunity for a rebound in the ten-year government bonds, which are currently seen as oversold [2] - The ten-year government bond ETF (511260) is highlighted as the only ETF tracking the ten-year government bond index, offering good allocation value for interested investors [2]