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风轻轻吹过

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- 风轻轻吹过风轻轻吹过
  ·05-27
  美债方面，本周长端收益率继续处于高位，我们保持空仓观望。近期10年期美债收益率突破4.5%、30年期突破5%，继续定价能源冲击、长期通胀风险和美国财政融资压力。美国财政部认为当前高收益率和能源价格具有一定暂时性，若美伊局势缓和、油价回落，美债收益率存在阶段性下行机会。当前美债虽然票息吸引力上升，但尚未形成明确趋势性配置机会，我们继续保持空仓观望。
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- 风轻轻吹过风轻轻吹过
  ·05-13
  牛市和爱一样，都是不信的人聪明，信的人拥有。
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