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近期,债市收益率震荡上行,在经济预期向好及政策预期趋弱等因素影响下,预计短期债市将维持调整。中信资管指出,债市调整的趋势没有结束,调整并非一蹴而就,在调整的过程中,债券市场也会伴随着机构对一些事件的乐观判断而出现利率的暂时下行,但这并不是趋势。目前看来,经济回暖的趋势没有改变,而且资金面也难明显缓和,因此,收益率的上升过程并没有结束。广发证券也表示,维持前期债市策略观点,三季度债券市场将步入震荡格局。近期经济数据向好和政策预期的调整,将导致债市呈现明显调整,期限利
In the near term, bond yields fluctuated upward. Given the favorable economic outlook and weaker policy expectations, the short-term bond market is expected to maintain its adjustment. CITIC Asset Management pointed out that the trend of bond market adjustment is not over. Adjustment does not happen overnight. In the process of adjustment, the bond market will temporarily decline in interest rates along with optimistic judgments on some incidents. However, this is not a trend. At present, the trend of economic rebound has not changed, and the capital side is hardly obviously mitigated. Therefore, the rise of the yield rate is not over. GF Securities also said that to maintain the pre-bond market strategy point of view, the third quarter bond market will enter the shock pattern. Recent economic data to the good and expected policy adjustments, will lead to significant changes in the bond market, the deadline Lee