【笔记20250618— 纠偏“吃喝违规”，未来不必悲观】

Group 1 - The core viewpoint of the article emphasizes the need for strict execution of stop-loss measures in trading to prevent emotional decision-making and increased losses [1] - The financial market is currently experiencing a balanced and slightly loose liquidity environment, with the central bank conducting a 156.3 billion yuan reverse repurchase operation, resulting in a net withdrawal of 7.7 billion yuan [1] - The interbank funding rates are stable, with DR001 around 1.37% and DR007 around 1.53% [1] Group 2 - The overnight market sentiment was affected by escalating concerns over Middle East conflicts, leading to a slight increase in the 10-year government bond yield, which opened at 1.634% and rose to 1.6365% [3] - The "restart of government bond trading" expectation was not realized, causing a slight upward movement in bond market rates [3][4] - The article critiques the excessive implementation of regulations against wasteful spending, highlighting that some local governments misinterpret policies, leading to negative impacts on businesses and livelihoods [6]