每经AI快讯，2月5日，日本30年期国债收益率延续下跌趋势，日内跌7个基点至3.565%。 ...

每经AI快讯，10年期日本国债收益率上涨1个基点，至2.255%。 ...

每经AI快讯，2月5日，日本5年期国债收益率上涨1个基点，至1.685%。 ...

Core Viewpoint - European bond yields have decreased, indicating a potential shift in market sentiment towards safer assets amid economic uncertainties [1] Group 1: France - The yield on France's 10-year government bonds fell by 1.9 basis points to 3.448% [1] - The 2-year French bond yield decreased by 3.0 basis points to 2.216%, showing a continuous downward trend after a gap down [1] - The yield on 30-year French bonds dropped by 1.2 basis points to 4.408% [1] Group 2: Italy - Italy's 10-year government bond yield declined by 2.7 basis points to 3.471% [1] Group 3: Spain - The yield on Spain's 10-year government bonds fell by 2.5 basis points to 3.231% [1] Group 4: Greece - Greece's 10-year government bond yield decreased by 2.7 basis points to 3.462% [1]

每经AI快讯，周三(2月4日)欧市尾盘，英国10年期国债收益率涨2.9个基点，报4.546%，北京时间21:00 以来持续走高。两年期英债收益率涨0.8个基点，报3.715%。30年期英债收益率涨4.4个基点，50年期英 债收益率涨6.1个基点。2/10年期英债收益率利差涨2.157个基点，报+82.973个基点。 ...

日本国债收益率的上升可能会增加美国的债务偿付成本，加拿大皇家 银行财富管理的Atul Bhatia在报告 中指出："投资者在出借资金时拥有选择权，随着日本国债收益率走高，这会对其他借款人产生压力， 由于美国目前仍是全球最大的债务国，为了吸引和留住资本，美国必然将成为受此'支付更高成本需 求'影响最严重的国家之一。简而言之，日本国债收益率走高为投资资本树立了一个竞争对手。" ...

Market Performance - The majority of government bond futures closed higher, with the 30-year main contract down 0.10% at 111.960 yuan, the 10-year main contract up 0.02% at 108.260 yuan, the 5-year main contract up 0.06% at 105.905 yuan, and the 2-year main contract up 0.03% at 102.414 yuan [1] - The yields on major interbank bonds showed mixed movements, with the 10-year China Development Bank bond "25国开15" yield rising by 0.30 basis points to 1.9610%, while the 10-year government bond "25附息国债16" yield fell by 0.30 basis points to 1.8120%, and the 30-year government bond "25超长特别国债06" yield decreased by 0.15 basis points to 2.2500% [1] Funding Conditions - The central bank announced a 1,055 billion yuan 7-day reverse repurchase operation on February 3, with a fixed rate of 1.40%, and the full bid amount was accepted [2] - On the same day, 4,020 billion yuan of reverse repos matured, resulting in a net withdrawal of 2,965 billion yuan [2] - The overall funding conditions in the interbank market remained stable, with the weighted average rate of DR001 dropping about 5 basis points to around 1.31% [2] News Updates - The central bank reported liquidity injection for January 2026, with a net withdrawal of 79 billion yuan from the Standing Lending Facility (SLF), a net injection of 700 billion yuan from the Medium-term Lending Facility (MLF), and a net injection of 1,744 billion yuan from the Pledged Supplementary Lending (PSL) [3] - The central bank will conduct an 8,000 billion yuan buyout reverse repurchase operation on February 4, with a term of 3 months (91 days), aiming for a net injection of 1,000 billion yuan after accounting for 7,000 billion yuan of 91-day reverse repos maturing on the same day [3] Operational Suggestions - The recent rebound in the equity market has slightly suppressed long bond sentiment, but the central bank's announcements of 1,000 billion yuan bond purchases and a 1,000 billion yuan net injection through buyout reverse repos support expectations for a loose funding environment [4] - In the absence of further catalysts, the 10-year bond yield may continue to fluctuate within the 1.8%-1.85% range, while the T2603 contract may oscillate between 108-108.3 [4] - It is suggested to maintain range trading strategies and consider narrowing the spread between ultra-long bonds and other varieties, especially with the seasonal rise in funding rates before the Spring Festival [4]

每经AI快讯，周二(2月3日)欧市尾盘，法国10年期国债收益率涨1.7个基点，意大利10年期国债收益率涨 1.7个基点，西班牙10年期国债收益率涨2.3个基点，希腊10年期国债收益率涨1.2个基点。 ...

在交易员等待新的宏观催化因素之际，彭博美元指数下跌，贵金属上涨，多数G-10货币窄幅波动。澳 元领涨，此前澳大利亚央行加息。 随着金价和银价上涨、结束此前连续两日的大幅下挫，彭博美元指数下跌0.3%。 在美国众议院周二下午通过立法、以结束政府部分停摆后，美元保持稳定。 美国10年期国债收益率基本持平，报4.27%。 澳元/美元上涨0.9%，至0.7008，此前澳大利亚央行加息25个基点，符合市场预期。 早些时候，澳元兑美元一度涨1.5%，至0.7050，随后回吐部分涨幅。 澳大利亚央行在政策声明中表示，通胀一段时间内可能仍会高于目标水平，这一表态推升澳元和债券收 益率。 不过，央行行长Michele Bullock在新闻发布会上表示，委员会在加息问题上会像此前在放松政策时一样 保持谨慎，上述升势随之收窄。 美元/日元收复失地，上涨0.1%，至155.754。 日本财务大臣片山皋月表示，首相高市早苗周末的讲话并没有过分强调日元疲软的好处。 新西兰元/美元上涨0.7%，至0.643。 渣打在欧元/新西兰元一度触及其1.95的目标位后，修正了做空欧元/新西兰元的交易建议。分析师Bader Al Sarraf表示，新 ...

周二欧市尾盘，德国10年期国债收益率涨2.3个基点，报2.891%，日内交投于2.874%-2.903%区间。两年 期德债收益率涨0.9个基点，报2.123%；30年期德债收益率涨3.4个基点，报3.550%。2/10年期德债收益 率利差涨1.367个基点，报+76.553个基点。 ...