全球资产再配置，30年国债ETF(511090)盘中涨0.29%，“避险资产”属性凸显

Group 1 - The 30-year government bond ETF (511090) maintained a stable increase of around 0.3%, with a trading volume of 2.581 billion yuan and a turnover rate of 11.92% as of February 6, 2026 [1] - The average daily trading volume of the 30-year government bond ETF over the past year was 8.271 billion yuan, indicating active market participation [1] - There is an increasing discussion regarding the "safe-haven" attribute of Chinese government bonds, especially in light of recent declines in gold and silver prices and significant fluctuations in global assets [1] Group 2 - According to a report by CICC, the liquidity in the monetary market is expected to remain ample throughout 2026, with potential interest rate cuts and reserve requirement ratio reductions by the central bank [2] - Zhongtai Securities noted that despite the weak correlation between long-term interest rate bonds and risk assets, the bond market has shown low volatility compared to traditional safe-haven assets like gold and silver, suggesting a return to its "safe-haven" characteristics [2] - The 30-year government bond ETF closely tracks the China Bond 30-Year Government Bond Index, which consists of publicly issued 30-year government bonds, serving as a benchmark for investment in this category [2]