分析师:2026年一季度降息降准落地值得期待
Xin Lang Cai Jing·2026-01-04 23:51
Group 1 - The core viewpoint of the report is that a reduction in interest rates and reserve requirements is expected to occur in the first quarter of 2026, with the period around the two sessions after the Spring Festival being a key window to watch [1] - Regardless of whether the interest rate and reserve requirement cuts are implemented, monetary easing is identified as the most certain factor for 2026 [1] - The strategy of using leveraged carry trades is suggested to be an important component of bond market strategies over a longer period [1]