国债ETF(511010)近10日资金净流入超3亿元,资金抢筹布局,政策层面对债市形成有力支撑
Sou Hu Cai Jing·2025-12-29 07:24

Group 1 - The core viewpoint of the article highlights that the bond market is receiving strong support from policy measures, with a focus on revitalizing existing policies and expanding domestic demand through proactive fiscal and moderately loose monetary policies [1] - The Central Political Bureau meeting emphasized the need for policy coordination to create a neutral to bullish environment for the bond market, with expectations that the policy environment in 2026 will be better than in 2025 [1] - The article notes that the probability of domestic interest rate cuts and reserve requirement ratio reductions is increasing, especially with the anticipated easing from the Federal Reserve, further solidifying the support for the bond market [1] Group 2 - The National Treasury ETF (511010) has seen a net inflow of over 210 million yuan for five consecutive days, indicating strong capital inflow and positioning in the market [1] - The National Treasury ETF (511010) tracks the 5-year government bond index (000140), reflecting the overall performance of medium to long-term government bonds in China [1] - Despite a weak fundamental state, there may still be some downward space for government bond yields, and investors are advised to pay attention to the 10-year Treasury ETF (511260) and the National Treasury ETF (511010) [1]