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债市跌跌不休,可以抄底了吗?邮储银行APP热销榜第一测评
最近股市维持震荡,债市 继续震荡下行。债市已经跌了2个多月了。 虽然债市下跌给固收类产品带来净值下跌的压力,不过这时候固收类产品要是趁每次下跌的时候挖掘低估品种可能会有一些收获。 理财通评评"理"第52期继续测评银行热销产品,本期测评一只以挖掘低估标的为策略的产品:日日红丨灵活·鸿运日开10号A。该产品位列邮储银行APP本月 理财热销榜第一,该产品近30天销售笔数超过15万。 最近市场担忧公募新规可 能会提高基金短期交易费用(可能影响大家配置债基的积极性、降低债基吸引力),再加上市场本身信心较弱,债市又往下跌了一波。 从7月初开始,债市已经跌了两个多月,部分机构认为债券跌出了一定性价比。 这时候对固收类产品来说,反而是配置压力小一点的时候。相比调整前,现在能"拣"到一些相对有性价比的债券了。 我们这期测评的产品"灵活·鸿运日开10号A"就是一只固收类产品,这只产品在说明书里提到策略包括"发掘价格被低估且符合流动性要求的合适投资品种"。 不知道最近债市跌下来后开始挖掘低估投资标的没。上一轮跌的时候它看起来有挖掘,3月底4月初该产品出现了一波净值拉升,当时债市从上一轮下跌中缓 过来没多久。 ("灵活·鸿运日开10 ...
债市震荡,“宇宙第一大行”热推对冲策略产品
Sou Hu Cai Jing· 2025-06-27 13:55
Group 1 - The recent turbulence in the bond market has led some banks to recommend hedging strategy financial products [2] - The featured product in the evaluation is a fixed-income hedging strategy product from Industrial and Commercial Bank of China (ICBC), specifically the "Xin Wen Li Pure Bond Hedging Strategy" [2][7] - The product utilizes derivatives such as treasury futures and interest rate swaps to hedge against interest rate risk, aiming to reduce net value drawdown and enhance stability during volatile or bear markets [6] Group 2 - ICBC has issued several pure bond hedging strategy products this year, primarily in the first quarter, with a focus on the "Xin De Li" series and a smaller number from the "Xin Wen Li" series [7] - The evaluated product has a yield score of 6, a risk control score of 100, a risk-adjusted return score of 15, and a comprehensive fee score of 84, ranking 59th, 1st, 46th, and 5th respectively among 60 similar products [8] - The evaluation methodology considers four dimensions: yield performance, risk control, risk-adjusted return, and comprehensive fee, with specific weightings assigned to each [9]