Group 1 - The market is experiencing a 17-day consecutive rise, with trading volume reaching a historical high, indicating strong bullish sentiment [6] - The interbank funding environment is balanced and slightly loose, with DR001 rising to approximately 1.33% and DR007 around 1.49% [4][3] - The bond market shows stability, with the 10-year government bond yield slightly declining to around 1.888% after opening higher [6] Group 2 - The "stock-bond seesaw" effect is not significant, as stock prices surge while bond yields fluctuate downwards [6] - Recent geopolitical risks have led to a rise in gold prices, reflecting market uncertainty [6] - The central bank conducted a reverse repurchase operation of 861 billion yuan, with a net injection of 361 billion yuan after 500 billion yuan matured [3]
【笔记20260112— 巴菲特连夜来开户】
债券笔记·2026-01-12 10:25