海外资金持续加码 美国30年期国债拍卖表现亮眼 公开竞标需求创历史新高

Core Viewpoint - The demand for long-term U.S. Treasury bonds remains strong amid ongoing macroeconomic uncertainties, indicating a sustained interest from investors in these assets [1] Group 1: Auction Results - The latest 30-year U.S. Treasury bond auction showed robust demand, with multiple bidding indicators performing exceptionally well, reflecting broad participation from various investor groups [1] - The public bidding demand reached a historical high, showcasing the depth of demand for long-term U.S. Treasuries [1] Group 2: Foreign Investment - The indirect bidders, representing overseas demand, received 69.8% of the allocation, significantly above the historical average of 64%, indicating that global investors still find long-term U.S. Treasuries attractive [1] - This interest is driven by considerations of yield, safe-haven attributes, and asset diversification [1] Group 3: Market Dynamics - Primary dealers only took up 5.9% of the issuance, suggesting that the actual demand from end investors was sufficient to absorb the entire issuance, indicating strong market absorption capacity [1] - The overall indicators from the auction suggest that the demand for long-term U.S. Treasuries remains robust, with no signs of diminished interest from investors [1]