南华国债周报：盘点战争爆发后市场逻辑演进

10Y1.78%1.83% 1231-2 ++ T2606251112PMI 12PMI 23M80002000 Z0016413gaoxiang@nawaa.com 3 4 20111290 1. 1.1 T2606108.5450.14%TF2606106.130.14%TS2606102.5060.06%TL2606112.770.58%1.78%0.57bp3.33bp1.29% 1.2 1.3 T2606251112PMI 1.4 1.4.1 ++ A 48h iFind 1.4.22026 ++11.898000 PPIPPI 1.4.32PMI 2PMI4949.149.3PMI49.549.749.4PMI49.549.8 11PMIPMI 2247.82.845228 1.5 1.6 30-10 / 136310008400 8888 910www.nanhua.net603093