债券利息要收税，对我们投资有什么影响？｜投资小知识

Group 1 - The article discusses the impact of increased taxes on newly issued bonds, particularly in the context of the current high valuation of RMB long-term pure bonds, indicating a potential bearish market ahead [3][5]. - It highlights that the increase in taxes and fees is often a qualitative signal of market cycles, suggesting caution when such news arises, as it may indicate that certain assets are overvalued [3][5]. - The article notes that the new tax policy will not immediately affect existing bonds, but the current valuation of RMB long-term pure bonds is not attractive from an investment perspective [5]. Group 2 - The impact on short-term bond funds is minimal due to their low volatility, making them less susceptible to the changes in tax policy [6]. - The article suggests that the fixed income plus (固收+) products will benefit from the situation, as they primarily allocate to pure bonds while also including some stocks and convertible bonds [7]. - There is a steady demand for stable investments, which is expected to flow into fixed income plus products as a result of reduced yields from deposits and long-term pure bonds [8].