作者：陵安公伯 来源：原创 发布日期：08-24
A | 华泰证券研报称，上周海外债市共振调整、超长端领跌，但中债收益率不升反降，内外债市定价明显背离。海外长端上行并非单一国别事件，而是AI融资挤出国债需求、主权财政扩张和债务担忧、央行与机构需求收缩、通胀尾部风险升温的共同结果。 People visiting Washington Square Park in New York on Monday were treated to a rather unusual spectacle as a man climbed onto a construction crane there and proceeded to strip naked.,According to the New York Post, the man, who was already shirtless before making his way atop a condor crane near the Washington Square Arch, shouted “gibberish” and threatened to jump as he cast off his remaining clothes.,“Are you not entertained?” he yelled at one point, apparently referencing the 2000 film “Gladiator.”,To the man in gym shorts who shimmied up a crane in Washington Square and yelled “Are you not entertained,” I was. pic.twitter.com/mSOiqLWgc0— dr_vee_zee (@dr_vee_zee) July 11, 2022,Police and firefighters soon arrived at the scene and the man was safely brought down and arrested.,Some of the onlookers revealed that the man’s name is Steve and that he suffers from mental health issues, the media outlet adds.。华泰证券认为，美国财政部扩大回购杯水车薪，AI投资增速下滑、高利率反噬投资可能推动利率下行。国内利率定价仍由内需偏弱、资金面偏松和资产荒主导，海外利率更多约束利率下行空间。
B | 策略上，10年国债1.7%之下不建议追涨，但短期方向仍偏有利，维持存单与超长债组合，二永债等提防“固收+”赎回扰动，继续关注摊余成本债基重启带来的结构机会。
C |
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Published on:16:03:01