“跷跷板”效应显现 债市增量资金流入放缓

Core Viewpoint - The article highlights a slowdown in the inflow of incremental funds into the bond market as the commodity market strengthens, with expectations of further deceleration in bond fund inflows due to structural adjustments in asset allocation in a low-interest-rate environment [1] Group 1 - The 30-year Treasury futures, particularly the main 2603 contract, reached the lowest price since October 2024 in the past week [1] - The stock market is experiencing a seesaw effect due to adjustments in asset allocation in a low-interest-rate environment [1] - Several bond private equity institutions indicate that the inflow of incremental funds into the bond market may further slow down [1]