債市突遭大拋售,基金求理財“勿贖回”
格隆匯11月17日丨據一財,本週一(11月14日)開始,債市遭遇大拋售,投資經理愁容滿面,一年的收益似乎在幾天內都被抹盡。不乏從業者發出“好似錢荒重現”的感嘆。截至11月16日收盤,10年期國債收益率飆升至2.858%,10月底仍在2.658%。這也導致一衆債券基金、銀行理財產品淨值繼續大幅回撤。當日,市場上還傳出某公募基金經理親赴銀行理財子公司處,“跪求”理財子不要贖回債基。據瞭解,這一情況確實屬實。此外,多家理財子也接到了公募基金的電話,請求不要贖回。目前,不乏理財子連夜加班討論如何應對贖回、兌付。有投資經理表示:“週一債券收益率大幅跳升10BP,大家都預感到可能會出現負反饋,贖回會加劇,因而誰都不想當最晚才贖回的那一個。””瑞銀證券中國利率策略分析師夏愔愔稱:“我們認爲,收益率的大幅上行主要由於市場對未來經濟修復的樂觀情緒的上揚,加上11月以來流動性持續收緊,市場對央行政策不再寬鬆產生擔憂。”
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