prediction
Overall, the long-term trend of the bond market is relatively strong, but the pace of phased increases may slow, making range-bound, box-range movements more likely, with pullback opportunities and lower cost-effectiveness of chasing highs.
A prediction by 付裕. Statements are as reported by the cited publishers — not verified by DecisionGateway.
总体来看,债市长期趋势较强,但阶段性上涨速率可能会放缓,更容易产生区间震荡、箱体运行的走势,有回调机会,追高性价比下降。
More claims by 付裕
From a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.statementThe fund's return sources include local government bond coupon income, duration trading in interest rate bonds, leverage carry contribution, and other yield curve opportunity trades.statement
All claims by 付裕