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虽然回购利率维持高位,债市高位震荡,但我们认为银行体系流动性依然保持较高水平,尤其是大行,加上年底前的债券兑现高峰以及高额贸易顺差,资金面宽松的状况不会改变。目前,市场信心正在恢复,下跌空间有限。投资者可择机建仓7年期以上品种。资金面宽松仍将继续上调准备金率后,回
Although the repo rate remained high and the bond market fluctuated at a high level, we think liquidity in the banking system will remain at a relatively high level. In particular, the big bank, coupled with the peak bond yield before the end of the year, the high trade surplus and the loose capital situation, Will change. At present, the market confidence is recovering and the downside is limited. Investors can choose Jiancang more than seven years of varieties. Loose capital funds will continue to raise the reserve ratio, back