或者说利率新高。另外股市去年回报优于国债。今年如果继续优于国债(个人倾向这个结果),则资金的优选还是风险资产。
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当然按照你的观点资金只考虑国债的话,现在没什么信息,fed要开会了,强硬态度必然占上风,我会卖长债(价格下跌)。
-lanyin0314-
♂
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01/27/2024 postreply
20:24:16
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