【笔记20260116— 你大哥永远是你大哥】

Group 1 - The core viewpoint emphasizes that in trading, it is more important to respond to market trends rather than predict market movements [1] Group 2 - The interbank funding environment is balanced, with a slight decline in long-term bond yields. The central bank conducted a 7-day reverse repurchase operation of 867 billion yuan, with a net injection of 527 billion yuan after 340 billion yuan matured [3] - The funding rates have continued to decline, with DR001 around 1.32% and DR007 around 1.44% [3] Group 3 - The stock market opened high but closed slightly lower, with a calm news environment and a slight decline in bond market rates. The 10-year government bond yield fluctuated around 1.848% before settling at approximately 1.8325% [5] - The first rule of survival in the stock and bond markets is that regulation is always the dominant force, impacting market behavior significantly [5]