日本2年期国债收益率下跌1个基点，最新报0.75%。 ...

日本拍卖30年期国债，投标倍数为2.92，低于3.39的12个月均值水平，也为2023年以来最低投标倍数。 拍卖结果出炉后，日本国债期货涨幅回落。 ...

Group 1 - The bid-to-cover ratio for Japan's 30-year government bond auction was 2.92, which is lower than the previous auction's ratio of 3.07 [1]

Group 1 - The domestic equity market experienced a narrow fluctuation pattern before the Dragon Boat Festival, with major indices showing around 1% change and the Wind All A index having a weekly amplitude of 1.4%, closing nearly flat with an average daily trading volume of approximately 1.1 trillion [1] - The recent resurgence of Sino-U.S. trade tensions has impacted the domestic equity market, with the Hong Kong market already reflecting this on June 2. However, investors are advised not to overreact, as short-term disturbances are more emotional, and the market is gradually becoming desensitized to fluctuating tariffs, returning to fundamentals [1] - The current price-to-earnings ratio of major domestic indices is in the low teens, significantly lower than that of major global indices, enhancing the allocation value and attractiveness of Chinese assets amid increasing instability in global markets [1] Group 2 - In the bond market, the last week of May saw amplified month-end funding disturbances, with the central bank increasing open market operations to maintain a "tight balance" in the funding environment. Bond fund redemptions combined with external fluctuations led to a general decline in bond yields, with the 10-year government bond yield decreasing by 1.4 basis points to 1.6750% [1]

日本30年期国债收益率下跌5个基点至2.895%。日本20年期国债收益率下跌5个基点至2.375%。 ...

Group 1: Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.06%, Shenzhen Component Index up 0.08%, and ChiNext Index up 0.08% [1] - The Shanghai Composite Index closed at 3,378.22 points with a slight increase of 0.06%, while the Shenzhen Component Index reached 10,152.55 points, up 0.08% [2] - The U.S. stock market showed mixed results, with the Dow Jones down 0.22% to 42,427.74 points, while the S&P 500 rose slightly by 0.01% to 5,970.81 points [3] Group 2: Industry Insights - Huatai Securities reported a 2.9% month-on-month increase in lithium battery production for June, with total battery production reaching 107.7 GWh, driven by demand from new energy vehicles and favorable export conditions [4] - China International Capital Corporation (CICC) anticipates a continued recovery in the small home appliance sector, supported by trade-in policies and low base effects, leading to improved profitability for companies in this space [5] - Tianfeng Securities indicated that the bond market is likely to maintain a volatile pattern, with potential trading opportunities arising from adjustments in monetary policy and market dynamics [6] Group 3: Strategic Positioning - Huaxi Securities noted that some funds may have begun to position themselves in the technology sector, driven by positive market sentiment regarding U.S.-China trade relations, despite potential risks from fluctuating tariff policies [7][8]

Group 1 - Foreign investment in Japanese bonds saw a net purchase of 1,165.4 billion yen for the week ending May 30, a significant increase from the previous value of -334.4 billion yen [1]

日本至5月30日当周外资买进日债 11654亿日元，前值由-3344亿日元修正为-3328亿日元。 ...

Group 1 - The German 10-year government bond yield increased by 0.2 basis points to 2.528%, trading within a range of 2.504%-2.540% during the day, mostly hovering around 2.525% [1] - The 2-year German bond yield rose by 1.2 basis points to 1.798%, with daily trading between 1.764%-1.804%, showing a pattern of "high-level fluctuations" [1] - The 30-year German bond yield decreased by 1.8 basis points to 2.999%, reaching a daily high of 3.034% before experiencing a downward adjustment [1] Group 2 - The yield spread between the 2-year and 10-year German bonds fell by 1.091 basis points to +72.550 basis points [1]

南非10年期国债收益率跌破10%，为3年来首次。 ...