您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [南华期货]:2023四季度国债展望:预期难定,资金为锚 - 发现报告

2023四季度国债展望:预期难定,资金为锚

2023-09-28 高翔 南华期货 晓燚
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20111290 Z0016413 1.Q3............................................................................................12...................................................................................33.............................................................................12 1.1Q3.........................................................................11.29...........................................................................................22.1..............................................................................................42.2................................................................................42.3..............................................................................................52.4...........................................................................................52.1.............................................................................................62.5................................................................................62.6.......................................................................................72.7............................................................................82.8.....................................................................................................92.9..............................................................................102.10..........................................................................................102.11...................................................................................113.1.....................................................................................123.2.....................................................................................133.3.................................................................................143.4.....................................................................................153.5............................................................................................15 1.Q3 1017V282.6%2.54%389 Datayes Ifind 2. 2.1 2.1.1 7884.6%CPI 2020 iFind 2.2 8A 25-5016-5960%60-70% 7920 8 “”“”“”202335%40%55%202213.581.148.4% “0.8100255.1%0.8 5000”2023“” 2.3 2.3.1 71234 97 889 2.3.2 SPV; 1220221.22.582.05 SPV2020 6SPV 4000 3. 9910 3.1 8810009% 3.2 ...9... 8899MLF149 3.3 3.4 89FOMC / 136310008400 8888 910www.nanhua.net603093