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债市日报:10月14日
Xin Hua Cai Jing· 2025-10-14 14:24
新华财经北京10月14日电(王菁)债市周二(10月14日)走势明显反复,早盘延续上日弱势、超长端品 种调整幅度更大,午后期现券相继回暖,收益率曲线下移1BP左右,国债期货主力全线收涨;公开市场 单日净投放910亿元,资金利率月中有所分化。 机构认为,基本面与债市供给转为有利,资金面大概率得以呵护,降息降准、央行购债等有博弈空间, 贸易问题仍存尾部压力,市场避险情绪难以小腿,短期内虽然债市胜率较高,但不宜过度追涨。 【行情跟踪】 国开行2年、5年、10年期金融债中标收益率分别为1.6085%、1.7564%、2.0008%,全场倍数分别为 2.96、4.03、4.94,边际倍数分别为7.25、3.97、5.09。 【资金面】 公开市场方面,央行公告称,10月14日以固定利率、数量招标方式开展了910亿元7天期逆回购操作,操 作利率1.40%,投标量910亿元,中标量910亿元。数据显示,当日无逆回购到期,据此就算,单日净投 放910亿元。 国债期货低开高走收盘全线上涨,30年期主力合约涨0.34%,盘中一度跌0.65%;10年期主力合约涨 0.11%,盘中一度跌0.21%;5年期主力合约涨0.10%,2年期主力 ...
申万宏观·周度研究成果(8.9-8.15)
赵伟宏观探索· 2025-08-16 16:04
Group 1 - The article discusses the upcoming expiration of the tariff suspension measures between China and the US on August 12, and the potential for easing trade risks based on recent trade agreements between the US and other economies like Japan and the EU [7] - It highlights the ongoing economic situation in July, characterized by strong supply but weak demand, with consumer and investment data showing significant weakness while industrial production remains resilient [11] - The article notes that the weak Producer Price Index (PPI) is influenced by low capacity utilization rates in upstream and downstream sectors, indicating underlying economic challenges [12] Group 2 - The financial data for July indicates a rebound in M2 year-on-year growth, primarily driven by an active capital market [15] - The article mentions that the US has established a three-tiered tariff system as part of its trade agreements, with significant uncertainty regarding the execution of investment and procurement commitments [17][18] - It emphasizes the long-term and targeted nature of tariff leverage, with secondary and transshipment tariffs gradually taking shape [18]
关税再添变数,生效日期延迟!黄金底部反弹近50美金,亚盘再现冲高回落,日内关键位盯哪?立即观看超V推荐官Jason的分析,马上进入直播间>>>
news flash· 2025-07-08 12:00
Group 1 - The article discusses the delay in the effective date of tariffs, which adds uncertainty to the market [1] - Gold prices have rebounded nearly $50 from their recent lows, indicating a potential bottoming out [1] - The Asian market has shown volatility with a pattern of rising and then falling prices within the day [1] Group 2 - Key price levels to watch for in the market are highlighted, suggesting traders should remain vigilant [1]
关税再添变数,避险情绪能否再度发酵?黄金日内震荡走弱,短线回踩是机会还是风险?立即观看超V推荐官Jason的分析,马上进入直播间>>>
news flash· 2025-05-26 08:34
Core Viewpoint - The article discusses the recent fluctuations in gold prices, questioning whether the short-term pullback represents an opportunity or a risk for investors [1] Group 1: Market Dynamics - Gold prices have shown volatility, with a recent downward trend prompting discussions about potential investment strategies [1] - The impact of tariffs and geopolitical factors is highlighted as a significant influence on market sentiment and gold's safe-haven appeal [1] Group 2: Investor Sentiment - There is a growing concern regarding whether the current market conditions will lead to renewed risk aversion among investors, potentially driving gold prices higher [1] - The article suggests that the current environment may create both opportunities and risks for investors looking to capitalize on gold's movements [1]
官方通报凤阳县鼓楼楼宇瓦片大面积脱落调查处置情况
券商中国· 2025-05-23 12:21
Group 1 - The article reports on a significant incident involving the large-scale shedding of tiles from the Gu Lou building in Fengyang County, which occurred on May 19, 2025, prompting immediate governmental response [1] - A joint investigation team was established by the Chuzhou municipal government, comprising various departments including discipline inspection, housing construction, and cultural tourism, to conduct a thorough investigation [1] - Initial findings led to the suspension of the deputy county head responsible for the incident, as well as the dismissal of the head of the Fengyang Cultural and Tourism Bureau and the chairman of Fengyang Daming Tourism Development (Group) Co., Ltd [1]