基本功 | 债市常说的“三碗面”是指啥?
中泰证券资管·2025-12-25 11:32

Group 1 - The core concept emphasizes the importance of foundational knowledge in investment and fund selection, suggesting that a solid understanding of investment fundamentals is crucial for success [2] - The article introduces the "three bowls of noodles" concept in the bond market, which refers to three core factors influencing the bond market: fundamental, policy, and liquidity aspects [3] - The fundamental aspect focuses on economic conditions such as GDP growth and inflation levels, indicating that a robust economy with rising inflation tends to lead to higher interest rates [3]