近日债市小幅反弹，十年国债ETF（511260）上涨0.04%，近5日上涨0.39%，整体性价比强于超长债。 目前，债市仍在走窄幅震荡行情，当前反弹暂未构成充分的入场条件，建议仍以配置思维为主，赚取确 定性票息收益。震荡行情是波段交易较为困难的时段。但从长期历史来看，利率的趋势性要强于均值回 归特性，若贸然根据左侧信号抄底，有可能赚小钱亏大钱。从长期趋势来看，经济正在走出底部结构， 政策对经济也偏中性乐观，配置性价比或高于波段交易。可关注国债ETF（511010）、十年国债ETF （511260）。 （风险提示：提及个股仅供参考，不作为股票推荐，不构成投资建议和承诺。指数/个股短期涨跌仅供 参考，不代表未来表现。观点随市场环境变化，不构成投资建议。提及基金风险收益水平各不相同，请 选择与自身风险偏好匹配的产品，谨慎投资。如涉及基金收益分配原则详见基金法律文件） 每日经济新闻 今日A股先涨后跌。上证综指下跌0.31%，报4126.09点；深证成指上涨0.56%，创业板指上涨0.82%，科 创综指上涨1.63%。市场成交额超3.9万亿元，较昨日继续放量。板块层面，科技板块领涨，软件、计算 机、人工智能、影视等表现 ...

Core Insights - The integration of industrial internet and artificial intelligence (AI) is crucial for advancing new industrialization, providing methodologies and pathways for manufacturing transformation and upgrade [1][2][3] - Data is recognized as a vital asset in the digital transformation of industrial enterprises, with many companies beginning to explore data utilization despite concerns over sharing core data [2][3] Group 1: Industrial Internet and AI - Industrial internet serves as an important methodology for new industrialization, emphasizing the combination of technological and industrial revolutions [2] - The rapid development of AI has gained significant attention in the industry, with many traditional industrial internet platforms integrating AI for smart analysis and decision-making [2][3] - The goal is to develop "small, fast, light, and precise" products that align with the scene-based needs of enterprises [2] Group 2: Data Utilization and Concerns - Many industrial enterprises are exploring data "mining," but there are barriers due to reluctance in sharing core data, often limited to closed short chains [2][3] - To alleviate concerns, it is essential to establish a clear data rights framework and demonstrate the value of data flow to enterprises [3] - The development of technologies such as "data destruction after use" and trusted data spaces is being researched to ensure data security and prevent unauthorized duplication [3]