固定收益部市场日报-20260203

Trading desk comments 交易台市场观点 Yesterday, we saw balanced two-way flows in FRN space across AU/JP financial names and MAYMK, as well as 2-3yr Korean quasi-sovereign issues and HYNMTR, which closed 1-2bps tighter. The market opened with all-in sellers took profits on front-end to belly Chinese AMC papers (ORIEAS/CCAMCL), POE/TMTs (KUAISH/TENCNT), and belly financial papers (DAESEC/OCBCSP/BBLTB), driving spreads 1-3bps wider. However, selling flows gradually vanished and credit spreads closed largely unchanged ...