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铁木真
铁木真
·
09-22
加息吧,还富于民!
浙商证券:美联储重启降息 国内降息渐行渐近
智通财经APP获悉,浙商证券发布研报称,美联储重启降息后,国内央行“跟进”降息的概率有所上升,节奏上10月底及以后落地概率更高。经历连续三个月调整以后,当前债市行情已初具企稳迹象,待进入四季度债市利率或开启新一轮流畅下行,建议投资者做好防守反击,在10年国债1.8%附近择机进场。
浙商证券:美联储重启降息 国内降息渐行渐近
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铁木真
铁木真
·
08-20
$迷你标准普尔500(.XSP)$
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铁木真
铁木真
·
07-15
$特斯拉(TSLA)$
kokokkokoo
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铁木真
铁木真
·
07-08
kokokokolokokokokokoo
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铁木真
铁木真
·
03-17
$标普500(.SPX)$
koko
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铁木真
铁木真
·
01-14
加息,打击通货膨胀!
非常抱歉,此主贴已删除
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铁木真
铁木真
·
01-13
回到比特币初创时,一美分买一枚!
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铁木真
铁木真
·
01-13
上比特币!干他!干他
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铁木真
铁木真
·
2024-12-17
下周回国
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铁木真
铁木真
·
2024-10-08
$标普500波动率指数(VIX)$
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15:07","market":"fut","language":"zh","title":"浙商证券:美联储重启降息 国内降息渐行渐近","url":"https://stock-news.laohu8.com/highlight/detail?id=2568212982","media":"智通财经","summary":"智通财经APP获悉,浙商证券发布研报称,美联储重启降息后,国内央行“跟进”降息的概率有所上升,节奏上10月底及以后落地概率更高。经历连续三个月调整以后,当前债市行情已初具企稳迹象,待进入四季度债市利率或开启新一轮流畅下行,建议投资者做好防守反击,在10年国债1.8%附近择机进场。","content":"<html><head></head><body><p><a 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href=http://www.zhitongcaijing.com/content/detail/1347594.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>浙商证券发布研报称,美联储重启降息后,国内央行“跟进”降息的概率有所上升,节奏上10月底及以后落地概率更高。经历连续三个月调整以后,当前债市行情已初具企稳迹象,待进入四季度债市利率或开启新一轮流畅下行,建议投资者做好防守反击,在10年国债1.8%附近择机进场。浙商证券主要观点如下:外部掣肘减弱:“腾挪空间“打开。2025年7月中旬以来,美国就业数据走弱,美联储降息预期逐步强化,因而中美利差倒挂幅度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347594.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"601878":"浙商证券","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓","OEX":"标普100","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","BK4588":"碎股","BK0276":"资本市场","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347594.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2568212982","content_text":"浙商证券发布研报称,美联储重启降息后,国内央行“跟进”降息的概率有所上升,节奏上10月底及以后落地概率更高。经历连续三个月调整以后,当前债市行情已初具企稳迹象,待进入四季度债市利率或开启新一轮流畅下行,建议投资者做好防守反击,在10年国债1.8%附近择机进场。浙商证券主要观点如下:外部掣肘减弱:“腾挪空间“打开。2025年7月中旬以来,美国就业数据走弱,美联储降息预期逐步强化,因而中美利差倒挂幅度收窄,资金外流风险下降,为央行货币宽松创造了一定窗口。美元走弱带动人民币被动升值,结汇需求回升,境内流动性环境边际改善,降息空间打开。汇率压力减轻,但仍需防止“人民币快速升值→出口竞争力下降”的副作用,因此央行降息存在一定必要性。内部仍有约束:银行息差低位+实际利率上行。当前降息仍然面临“银行净息差低位+实际利率上行”的双重约束。商业银行净息差已降至历史低位,若再进一步单边下调贷款基准利率,银行盈利与信贷投放意愿可能进一步受挫,故央行对全面降息或更为谨慎。通胀预期偏弱,大幅降息或导致实际利率走高继而一定程度上抑制消费及投资。国内降息渐行渐近:10月底后概率更高。美联储重启降息后,国内央行“跟进”降息的概率有所上升,但节奏、幅度和方式都将“以我为主”,节奏上10月底及以后落地或概率更高。经历连续三个月调整以后,当前债市行情已初具企稳迹象,待进入四季度债市利率或开启新一轮流畅下行,建议投资者做好防守反击,在10年国债1.8%附近择机进场。","news_type":1,"symbols_score_info":{"601878":1.5,".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1.5,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469935019467096,"gmtCreate":1755704553071,"gmtModify":1755704553730,"author":{"id":"3432271782041032","authorId":"3432271782041032","name":"铁木真","avatar":"https://static.tigerbbs.com/6cf0df21ca95edb3fa281792940a6729","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432271782041032","authorIdStr":"3432271782041032"},"themes":[],"htmlText":"<a 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